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feat: add multi-device sync on LanceDB backend#575

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dekoza wants to merge 17 commits intoMemPalace:developfrom
dekoza:feat/sync
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feat: add multi-device sync on LanceDB backend#575
dekoza wants to merge 17 commits intoMemPalace:developfrom
dekoza:feat/sync

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@dekoza dekoza commented Apr 10, 2026

Summary

Add multi-device sync engine with hub-and-spoke replication on top of the LanceDB backend.

⚠️ Depends on: #574 (feat/lancedb-migration) — merge that first, then rebase this PR.

Changes

Sync metadata injection (Phase 3)

  • Every write gets node_id, seq (monotonic counter), updated_at (UTC)
  • NodeIdentity with cross-platform file locking (fcntl on Unix, msvcrt on Windows)

Sync engine (Phase 4)

  • SyncEngine with version vector protocol
  • get_changes_since(remote_vv) — exports all records from ANY node that the remote has not seen
  • apply_changes(changeset) — conflict resolution via last-writer-wins with parsed UTC timestamps
  • SyncClient — HTTP client for push/pull/status
  • SyncServer — FastAPI server ([server] extra: fastapi, uvicorn, httpx)

CLI

  • mempalace serve [--host --port] — start the sync server
  • mempalace sync --server URL [--auto --interval] — sync with a remote

Bug fixes (from review)

  1. Hub-and-spoke propagationget_changes_since() was only exporting records written by the local node. Hub now correctly relays client A's records to client B.
  2. Timezone-aware conflict resolution_remote_wins() now parses ISO 8601 timestamps to UTC datetimes instead of comparing raw strings. Handles mixed Z/+00:00/+05:00 offsets correctly.
  3. Embedding preservationapply_changes() was dropping all embeddings if any record in the batch lacked one. Now splits into separate upsert calls per embedding presence.
  4. Windows portabilitysync_meta.py no longer imports fcntl at module level. Uses msvcrt.locking on Windows.

Test results

606 passed, 2 skipped (sentence-transformers integration tests without [gpu])
44 sync-specific tests including hub-and-spoke relay, VV filtering, timezone conflict resolution, and two-node bidirectional sync.

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Pull request overview

This PR introduces a multi-device sync system built on the LanceDB backend, including sync metadata injection, a version-vector based sync engine, and optional FastAPI-based sync server/client support. It also updates the project to make LanceDB + pluggable embedders the default storage/embedding path and refreshes CLI/docs/tests accordingly.

Changes:

  • Add sync metadata primitives (node_id, seq, updated_at) and a version-vector sync engine with server/client + CLI commands (serve, sync).
  • Add pluggable embedding backends (default ONNX; optional sentence-transformers / Ollama) and a DB abstraction layer (LanceDB default, ChromaDB optional).
  • Update documentation, benchmarks, and tests to reflect v4.0 behavior and the new backends.

Reviewed changes

Copilot reviewed 37 out of 40 changed files in this pull request and generated 9 comments.

Show a summary per file
File Description
UPGRADE.md New v4.0 upgrade guide covering LanceDB, embedders, and sync.
PLAN.md New phased implementation plan and design notes for v4 features.
pyproject.toml Switch default deps to LanceDB + ONNX deps; add optional extras [chroma], [gpu], [server].
mempalace/db.py New DB abstraction (LanceCollection/ChromaCollection) + backend detection and open factory.
mempalace/embeddings.py New embedding backends (ONNX default, sentence-transformers, Ollama) + factory and alias list.
mempalace/sync_meta.py New node identity + cross-platform file-locking seq allocator + metadata injection.
mempalace/sync.py New sync protocol types + version vector + change export/apply with LWW conflict resolution.
mempalace/sync_server.py New FastAPI server exposing /health, /sync/status, /sync/push, /sync/pull.
mempalace/sync_client.py New HTTP client for push/pull/status orchestration.
mempalace/cli.py Add migrate, reindex, embedders, serve, sync; update repair/compress to new backend access.
mempalace/config.py Add backend/embedder config accessors and node id accessor.
mempalace/palace.py Centralize backend-agnostic collection access via open_collection().
mempalace/searcher.py Replace direct ChromaDB usage with backend-agnostic get_collection(), add SearchError behavior.
mempalace/palace_graph.py Switch collection acquisition to backend-agnostic palace accessor.
mempalace/miner.py Switch status/collection access to backend-agnostic palace accessor.
mempalace/mcp_server.py Remove Chroma client caching and use backend-agnostic collection access; KG now uses palace path.
mempalace/layers.py Replace direct Chroma usage with backend-agnostic collection accessor and empty-palace checks.
mempalace/knowledge_graph.py Move KG default storage to LanceDB tables (with SQLite fallback).
mempalace/init.py Adjust dependency logger silencing.
mempalace/normalize.py Minor formatting change in size error message.
mempalace/split_mega_files.py Minor formatting change in size skip message.
benchmarks/longmemeval_v4.py New LongMemEval runner using new db/embedders abstractions.
benchmarks/results_v4_comparison.json Committed benchmark outputs for v4 comparison.
benchmarks/BENCHMARKS.md Add v4 backend comparison results and updated narrative.
benchmarks/BENCHMARKS_V4.md New v4-specific benchmark writeup.
tests/conftest.py Update fixtures to use backend-agnostic collection + KG palace path; seed via upsert.
tests/test_sync.py New sync engine/server/client tests + backend env var tests.
tests/test_sync_meta.py New NodeIdentity/seq/injection tests and integration through db layer.
tests/test_searcher.py Update mocks/behavior for new search error semantics and backend accessor usage.
tests/test_palace_graph.py Remove import-time chromadb patch; import palace_graph directly.
tests/test_miner.py Switch integration tests to backend-agnostic collection accessor.
tests/test_convo_miner.py Switch integration tests to backend-agnostic collection accessor.
tests/test_mcp_server.py Update test helper to use backend-agnostic collection accessor; status expectations updated.
tests/test_layers.py Update Layer tests to mock _get_palace_collection instead of Chroma client.
tests/test_knowledge_graph.py Update WAL test to explicitly use SQLite backend path.
tests/test_knowledge_graph_extra.py Update fixture to use palace-path (Lance) KG by default.
tests/test_embeddings.py New embedder tests + db metadata model tracking + dimension mismatch guard.
tests/test_cli.py Update CLI tests to patch get_collection rather than Chroma client/module injection.
tests/benchmarks/test_layers_bench.py Minor assertion formatting change.

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Comment thread mempalace/sync_meta.py Outdated
Comment on lines +73 to +80
msvcrt.locking(fd, msvcrt.LK_LOCK, 1)

@staticmethod
def _unlock(fd):
if _HAS_FCNTL:
fcntl.flock(fd, fcntl.LOCK_UN)
elif _HAS_MSVCRT:
msvcrt.locking(fd, msvcrt.LK_UNLCK, 1)
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On Windows, msvcrt.locking() locks/unlocks relative to the current file pointer. In next_seq(), the fd position moves after os.read() / os.write(), but _unlock() doesn’t seek back to the same offset before unlocking, which can leave the file locked or raise on unlock. Seek to a fixed offset (e.g., 0) before both locking and unlocking when using msvcrt, and consider locking a larger region than 1 byte to be robust.

Suggested change
msvcrt.locking(fd, msvcrt.LK_LOCK, 1)
@staticmethod
def _unlock(fd):
if _HAS_FCNTL:
fcntl.flock(fd, fcntl.LOCK_UN)
elif _HAS_MSVCRT:
msvcrt.locking(fd, msvcrt.LK_UNLCK, 1)
os.lseek(fd, 0, os.SEEK_SET)
msvcrt.locking(fd, msvcrt.LK_LOCK, 4096)
@staticmethod
def _unlock(fd):
if _HAS_FCNTL:
fcntl.flock(fd, fcntl.LOCK_UN)
elif _HAS_MSVCRT:
os.lseek(fd, 0, os.SEEK_SET)
msvcrt.locking(fd, msvcrt.LK_UNLCK, 4096)

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Comment thread mempalace/sync.py Outdated
Comment on lines +180 to +201
all_records = self._col.get(limit=100_000, include=["documents", "metadatas"])

changeset = ChangeSet(source_node=our_node)

for id_, doc, meta in zip(
all_records["ids"], all_records["documents"], all_records["metadatas"]
):
rec_node = meta.get("node_id", "")
rec_seq = meta.get("seq", 0)
if isinstance(rec_seq, str):
rec_seq = int(rec_seq)

remote_knows = remote_vv.get(rec_node, 0)
if rec_seq > remote_knows:
changeset.records.append(
SyncRecord(
id=id_,
document=doc,
metadata=meta,
)
)

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SyncEngine.get_changes_since() fetches at most 100,000 records (col.get(limit=100_000)), then filters in Python. For larger palaces this will silently miss records beyond the limit and can cause permanent divergence between nodes. This should paginate until exhaustion or implement a backend-side filter to return all unseen records.

Suggested change
all_records = self._col.get(limit=100_000, include=["documents", "metadatas"])
changeset = ChangeSet(source_node=our_node)
for id_, doc, meta in zip(
all_records["ids"], all_records["documents"], all_records["metadatas"]
):
rec_node = meta.get("node_id", "")
rec_seq = meta.get("seq", 0)
if isinstance(rec_seq, str):
rec_seq = int(rec_seq)
remote_knows = remote_vv.get(rec_node, 0)
if rec_seq > remote_knows:
changeset.records.append(
SyncRecord(
id=id_,
document=doc,
metadata=meta,
)
)
changeset = ChangeSet(source_node=our_node)
page_size = 100_000
offset = 0
while True:
batch = self._col.get(
limit=page_size,
offset=offset,
include=["documents", "metadatas"],
)
ids = batch["ids"]
if not ids:
break
for id_, doc, meta in zip(
ids, batch["documents"], batch["metadatas"]
):
rec_node = meta.get("node_id", "")
rec_seq = meta.get("seq", 0)
if isinstance(rec_seq, str):
rec_seq = int(rec_seq)
remote_knows = remote_vv.get(rec_node, 0)
if rec_seq > remote_knows:
changeset.records.append(
SyncRecord(
id=id_,
document=doc,
metadata=meta,
)
)
offset += len(ids)

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Comment thread mempalace/sync.py Outdated
Comment on lines +180 to +200
all_records = self._col.get(limit=100_000, include=["documents", "metadatas"])

changeset = ChangeSet(source_node=our_node)

for id_, doc, meta in zip(
all_records["ids"], all_records["documents"], all_records["metadatas"]
):
rec_node = meta.get("node_id", "")
rec_seq = meta.get("seq", 0)
if isinstance(rec_seq, str):
rec_seq = int(rec_seq)

remote_knows = remote_vv.get(rec_node, 0)
if rec_seq > remote_knows:
changeset.records.append(
SyncRecord(
id=id_,
document=doc,
metadata=meta,
)
)
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get_changes_since() does not export embeddings (it only includes documents + metadatas), so SyncRecord.embedding is always None for records generated locally. That means apply_changes() will always re-embed on receipt, and the “embedding preservation” path is effectively unused. Either include vectors in the changeset when available (and add support in the collection wrapper), or remove embeddings from the sync protocol/docs to avoid misleading behavior.

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Comment thread mempalace/sync_server.py Outdated
Comment on lines +34 to +41
from .db import open_collection

col = open_collection(palace_path)

identity = NodeIdentity()
vv_path = os.path.join(palace_path, "version_vector.json")

_engine = SyncEngine(col, identity=identity, vv_path=vv_path)
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Sync currently calls open_collection(palace_path) without forcing backend='lance'. If the palace is still ChromaDB (chroma.sqlite3 present), this will return a ChromaCollection, but SyncEngine.apply_changes() calls upsert(..., _raw=True), which ChromaCollection.upsert() doesn’t accept, causing runtime failure. Since sync is defined “on top of the LanceDB backend”, consider explicitly opening LanceDB here (and erroring with an actionable message if the palace is ChromaDB / needs mempalace migrate).

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Comment thread mempalace/cli.py Outdated
Comment on lines +404 to +413
from .db import open_collection

palace_path = os.path.expanduser(args.palace) if args.palace else MempalaceConfig().palace_path
server_url = args.server

col = open_collection(palace_path)
identity = NodeIdentity()
vv_path = os.path.join(palace_path, "version_vector.json")
engine = SyncEngine(col, identity=identity, vv_path=vv_path)
client = SyncClient(server_url, timeout=args.timeout)
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cmd_sync opens the collection via auto-detection (open_collection(palace_path)). If the palace is still ChromaDB, sync will fail at runtime because SyncEngine.apply_changes() passes _raw=True to upsert(). Since this feature is LanceDB-only, force backend='lance' here (or refuse to run with a clear message directing users to mempalace migrate).

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Comment thread mempalace/sync_server.py
Comment on lines +66 to +103
@app.get("/health")
def health():
return {"status": "ok", "service": "mempalace-sync"}

@app.get("/sync/status")
def sync_status():
engine = _get_engine()
col = engine._col
return {
"node_id": engine._identity.node_id,
"version_vector": engine.version_vector,
"total_drawers": col.count(),
}

@app.post("/sync/push")
async def sync_push(request: Request): # noqa: F811
body = await request.json()
engine = _get_engine()
cs = ChangeSet(
source_node=body.get("source_node", ""),
records=[SyncRecord.from_dict(r) for r in body.get("records", [])],
)
result = engine.apply_changes(cs)
return {
"accepted": result.accepted,
"rejected_conflicts": result.rejected_conflicts,
"errors": result.errors,
}

@app.post("/sync/pull")
async def sync_pull(request: Request): # noqa: F811
body = await request.json()
engine = _get_engine()
cs = engine.get_changes_since(body.get("version_vector", {}))
return {
"source_node": cs.source_node,
"records": [r.to_dict() for r in cs.records],
}
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The sync server accepts unauthenticated push/pull requests and the docs encourage binding to 0.0.0.0. This allows anyone with network access to exfiltrate or overwrite a user’s palace. Consider adding at least a shared-secret (token) auth option, and/or default binding to localhost with prominent warnings when exposing externally.

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Comment thread UPGRADE.md Outdated
Comment on lines +14 to +16
| Default dependency | `chromadb>=0.5` | `lancedb>=0.14`, `sentence-transformers>=2.2` |
| ChromaDB | Required | Optional — `pip install 'mempalace[chroma]'` |
| Embeddings | Hidden inside ChromaDB (ONNX all-MiniLM-L6-v2) | Explicit, configurable, tracked per record |
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Breaking-changes table says the “Default dependency” after v4.0 is lancedb>=0.14, sentence-transformers>=2.2, but sentence-transformers is now an optional [gpu] extra and the default embedder is ONNX. Please update this row to reflect the actual default install dependencies to avoid confusing upgrade guidance.

Suggested change
| Default dependency | `chromadb>=0.5` | `lancedb>=0.14`, `sentence-transformers>=2.2` |
| ChromaDB | Required | Optional — `pip install 'mempalace[chroma]'` |
| Embeddings | Hidden inside ChromaDB (ONNX all-MiniLM-L6-v2) | Explicit, configurable, tracked per record |
| Default dependency | `chromadb>=0.5` | `lancedb>=0.14` |
| ChromaDB | Required | Optional — `pip install 'mempalace[chroma]'` |
| Embeddings | Hidden inside ChromaDB (ONNX all-MiniLM-L6-v2) | Explicit and configurable; default embedder is ONNX, with `sentence-transformers` available as an optional GPU extra |

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Comment thread UPGRADE.md Outdated
Comment on lines +184 to +192
The laptop is fully self-sufficient between syncs:

- Local LanceDB with a complete copy of all data
- Local embedder runs on CPU (e.g. `bge-small`)
- All MCP tools, mining, and search work identically
- Writes accumulate locally with the laptop's node ID

When the laptop reconnects, `mempalace sync` pushes local changes and pulls
remote changes. After sync, both machines have identical data.
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This section states clients have a “complete copy of all data” after sync. The current sync implementation only operates on a single collection (drawers) and doesn’t replicate knowledge-graph tables (kg_entities/kg_triples) or other tables (e.g., mempalace_compressed). Either clarify the scope (drawers-only) or extend the sync engine/server to handle the additional tables to match the documentation.

Suggested change
The laptop is fully self-sufficient between syncs:
- Local LanceDB with a complete copy of all data
- Local embedder runs on CPU (e.g. `bge-small`)
- All MCP tools, mining, and search work identically
- Writes accumulate locally with the laptop's node ID
When the laptop reconnects, `mempalace sync` pushes local changes and pulls
remote changes. After sync, both machines have identical data.
The laptop is fully self-sufficient between syncs for synced drawer data:
- Local LanceDB with a local copy of synced `drawers` data
- Local embedder runs on CPU (e.g. `bge-small`)
- MCP tools, mining, and search continue to work against the local drawer data
- Writes accumulate locally with the laptop's node ID
- Sync currently replicates `drawers`; other local tables may remain node-local or require regeneration
When the laptop reconnects, `mempalace sync` pushes local drawer changes and
pulls remote drawer changes. After sync, both machines converge on identical
drawer data.

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Comment thread mempalace/db.py Outdated
Comment on lines +422 to +458
def open_collection(
palace_path: str,
collection_name: str = "mempalace_drawers",
backend: str = None,
embedder=None,
create: bool = True,
sync_identity=None,
):
"""Open or create a palace collection.

Args:
palace_path: Path to the palace data directory.
collection_name: Table/collection name.
backend: "lance" or "chroma". Auto-detected if None.
embedder: Embedder instance (required for lance, ignored for chroma).
create: If True, create the collection if it doesn't exist.
sync_identity: NodeIdentity for sync metadata injection (auto-created if None).

Returns:
A LanceCollection or ChromaCollection instance.
"""
if backend is None:
backend = detect_backend(palace_path)

os.makedirs(palace_path, exist_ok=True)
try:
os.chmod(palace_path, 0o700)
except (OSError, NotImplementedError):
pass

if backend == "lance":
return _open_lance(palace_path, collection_name, embedder, sync_identity)
elif backend == "chroma":
return _open_chroma(palace_path, collection_name, create)
else:
raise ValueError(f"Unknown backend: {backend}")

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MempalaceConfig.backend / MEMPALACE_BACKEND is documented as overriding backend auto-detection, but open_collection() ignores the env var/config when backend is None (it always calls detect_backend()). Since most callers pass backend=None, the override won’t actually work. Consider: if backend is None, first check os.environ['MEMPALACE_BACKEND'] (and/or MempalaceConfig().backend) before falling back to detect_backend(), and validate values to 'lance'/'chroma' for clearer errors.

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The sync design is solid — version vectors + last-writer-wins is the right tradeoff for a local-first memory tool where conflicts should be rare and data loss on rare conflicts is acceptable. The hub-and-spoke propagation fix (exporting records from any node, not just the local one) is essential for multi-client scenarios.

A few things worth discussing:

get_changes_since() scans all records: Every sync call does col.get(limit=100_000, ...) to find what's changed. This is O(N) in palace size regardless of how much has changed since last sync. For a 1,000-drawer palace this is fine. For a 100,000-drawer palace (achievable with a year of daily mining), this is 100k records over the wire on every sync interval. A seq-indexed query would be more scalable: col.get(where={"seq": {"$gt": remote_vv[our_node_id]}}) — though this only works for local node's records, not hub relay. For hub-and-spoke you'd need $or across all known node IDs, which is doable with the where-clause translator from #574.

VersionVector._save() is synchronous on every update: During apply_changes(), update_from_records() calls _save() once for each record that advances the vector. On a 500-record changeset, that's potentially 500 file writes. Consider accumulating changes and saving once at the end.

_remote_wins tiebreak by node_id string comparison: This is deterministic, which is what you want. Just worth documenting explicitly that this means the same record edited on two devices simultaneously will always prefer the lexicographically higher node ID — callers who care should ensure node IDs are stable across reinstalls (which NodeIdentity appears to handle via file-based persistence).

apply_changes() passes _raw=True to upsert(): I don't see _raw in the LanceCollection.upsert() signature in #574. This will either be ignored (if **kwargs absorbs it) or raise a TypeError. Needs coordination with #574.

Windows portability: The PR description says sync_meta.py avoids importing fcntl at module level — good. The msvcrt.locking path is the right approach for Windows.

606 tests, 44 sync-specific: That test count looks right for the scope here. The hub-and-spoke relay test and bidirectional sync test are the most important ones to have.

Conceptually this is the right direction. The $raw=True issue and the O(N) scan are the two things I'd want resolved before merge (the VV save frequency is a perf nit, not a blocker). Also flagging: this depends on #574 so merge order matters — I'd recommend the base PR (#574) land and this rebases cleanly before any merge attempt.

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dekoza commented Apr 10, 2026

Thanks, fixed the pointed issues here and in #574

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The three commits address the main issues I raised:

  • perf(sync): stop VersionVector.update() from saving on every call — batch accumulation pattern is the right fix. VV is small so one save at commit time is both correct and efficient.
  • perf(sync): use indexed node_id/seq columns — indexed query replaces the full scan. With node_id/seq promoted as top-level columns in feat: add LanceDB backend abstraction and migration path #574, the where-clause route should be ~O(changed records) rather than O(palace size).
  • docs(sync): document node_id tiebreak semantics — good to have this explicit in the code.

The _raw=True param mismatch: still worth verifying this is resolved via #574's "feat(storage): promote node_id and seq" commit or the dispatch fix. If upsert() in #574 now accepts/ignores _raw, that's fine — if not, it'll surface as a test failure in the combined tree.

When #574 lands first, this should be clean to merge on top. Marking LGTM pending that coordination.

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dekoza commented Apr 10, 2026

Some more fixes in #574 and a rebase (hence the force-push)

@dekoza dekoza requested a review from web3guru888 April 10, 2026 22:29
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After the rebase and the new fix(sync): correct replication semantics and portability commit, the remaining issues from my earlier review are resolved:

Hub-and-spoke exportget_changes_since now exports from all nodes, not just local. This is the critical fix for multi-client scenarios where hub must relay client A's records to client B.

Timestamp comparison_remote_wins parsing as timezone-aware datetimes (handling Z/+00:00/+05:00 offsets) replaces the fragile string comparison. String comparison would have silently broken any mixed-timezone sync.

Split upsert for records with/without embeddings — avoiding the whole-batch vector drop is correct. The earlier path would have silently lost provided vectors if any record in the batch was vector-less.

Cross-platform locking (fcntlmsvcrt on Windows) — right call. fcntl is Unix-only and would have broken Windows installs silently.

Pending merge of #574 first (dependency constraint), this is ready. Marking approved.


[MemPalace-AGI integration — 215 tests, 710 KG entities]

dekoza added a commit to dekoza/mempalace that referenced this pull request Apr 10, 2026
- sync_meta: seek to offset 0 before msvcrt lock/unlock, lock 4096 bytes
  instead of 1 (msvcrt operates relative to file position, unlike fcntl)
- sync_server: detect ChromaDB palace and error with migrate guidance
  instead of failing on _raw=True at runtime
- cli cmd_sync: same ChromaDB guard
- cli cmd_serve: default bind to 127.0.0.1 instead of 0.0.0.0
- UPGRADE.md: clarify sync replicates drawers only, KG is node-local
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Multi-device sync via version vectors is the right protocol choice for this use case — CRDT-style convergence without a central coordinator. The hub-and-spoke model is practical for the common case (one main machine + mobile/secondary).

Notes from the design:

Depends on #574: This PR stacks on the LanceDB backend migration. The sync metadata injection (every write gets node_id, seq, updated_at) won't work with ChromaDB's metadata model without changes. The dependency should be explicit in the PR title/description, and CI should gate this on #574's tests passing.

get_changes_since scope: This was flagged in the #529 review as a potential bug — if it uses a wall-clock timestamp for change detection rather than the monotonic sequence counter, clock skew between devices will cause sync gaps. The sequence counter (seq) should be the authoritative sync cursor, not updated_at.

Version vector conflict resolution: The PR description mentions "version vector protocol" but doesn't detail the conflict resolution policy. When two devices write to the same drawer independently (network partition), which wins? Last-writer-wins by updated_at is the simplest policy but requires NTP accuracy. Per-field merging is complex. Worth documenting the chosen policy explicitly.

NodeIdentity file locking: The fcntl/msvcrt split for cross-platform file locking is the right approach. Worth confirming the Windows path (msvcrt) handles the case where the identity file is on a network mount (some network filesystems don't honor byte-range locks).

Embedding sync: If two devices embed the same text with different embedding models (e.g. one has GPU, one uses CPU default), the vectors will differ even for identical content. The sync engine needs to either standardize the embedding model or store the model name as metadata and refuse to merge drawers with different embedding models.

This is ambitious scope and the design is sound at the architecture level. The conflict resolution policy and embedding sync story are the two things that need explicit answers before production use.


[MemPalace-AGI integration — 215 tests, 710 KG entities]

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Thanks for the rebase and the additional fixes in #574. Re-reviewing after the force-push.

The three performance commits from yesterday are clean. On the _raw=True API mismatch I flagged earlier — if #574's upsert() now correctly accepts that parameter (via the new db abstraction layer), this is resolved. Worth a quick cross-check that the combined test run on both PRs in sequence passes, specifically the sync integration tests that touch upsert.

The new PLAN.md and UPGRADE.md additions are helpful context for reviewers, and the v4 benchmark data in results_v4_comparison.json is a strong justification for the LanceDB default. The LanceDB numbers (R@5 0.992 vs ChromaDB 0.966) are compelling — worth calling that out in the PR description.

LGTM pending #574 merge coordination — same position as before but cleaner after the rebase.

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@dekoza — noted. The APPROVE stands. The broader design questions I raised in my commented review (Windows fcntl, migration re-embedding) are for maintainers and future PRs to resolve — not blockers on the functionality that's already implemented and working.

If there's anything specific from those comments you'd like to address while you have the branch open, happy to re-review. Otherwise the LanceDB backend and multi-device sync are solid additions.

dekoza added a commit to dekoza/mempalace that referenced this pull request Apr 11, 2026
- sync_meta: seek to offset 0 before msvcrt lock/unlock, lock 4096 bytes
  instead of 1 (msvcrt operates relative to file position, unlike fcntl)
- sync_server: detect ChromaDB palace and error with migrate guidance
  instead of failing on _raw=True at runtime
- cli cmd_sync: same ChromaDB guard
- cli cmd_serve: default bind to 127.0.0.1 instead of 0.0.0.0
- UPGRADE.md: clarify sync replicates drawers only, KG is node-local
@bensig bensig changed the base branch from main to develop April 11, 2026 22:21
@bensig bensig requested a review from igorls as a code owner April 11, 2026 22:21
dekoza added a commit to dekoza/mempalace that referenced this pull request Apr 12, 2026
- sync_meta: seek to offset 0 before msvcrt lock/unlock, lock 4096 bytes
  instead of 1 (msvcrt operates relative to file position, unlike fcntl)
- sync_server: detect ChromaDB palace and error with migrate guidance
  instead of failing on _raw=True at runtime
- cli cmd_sync: same ChromaDB guard
- cli cmd_serve: default bind to 127.0.0.1 instead of 0.0.0.0
- UPGRADE.md: clarify sync replicates drawers only, KG is node-local
@dekoza
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dekoza commented Apr 12, 2026

Rebased onto the updated feat/lancedb-migration (which itself was rebased onto develop and aligned with the upstream backend seam from PR #413).

Key changes in this update:

  • All db.py references replaced. Sync code now uses backends/lance.py and palace.get_collection() instead of the removed db.py. Applies to sync_server.py, cli.py, test_sync.py, and test_sync_meta.py.
  • sync_identity threaded through the backend stack. palace.get_collection()LanceBackend.get_collection()LanceCollection.__init__() all accept the sync_identity parameter.
  • _inject_sync uses correct import paths. Now imports from ..sync_meta (parent package) since the method lives inside backends/lance.py.
  • ChromaDB guard logic preserved. The review findings from the previous round (detect ChromaDB backend and reject sync) are kept in both cli.py and sync_server.py, using backends.detect_backend().
  • All 673 tests pass (627 base + 46 sync), 2 skipped.

dekoza added 2 commits April 12, 2026 08:01
Database abstraction (Phase 1):
- New db.py with LanceCollection/ChromaCollection sharing identical API
- New embeddings.py with SentenceTransformerEmbedder (default)
- palace.py now delegates to db.open_collection() with auto-detection
- All consumers (searcher, layers, mcp_server, miner, palace_graph)
  updated to use palace.get_collection() instead of direct chromadb
- Added 'mempalace migrate' for ChromaDB -> LanceDB migration
- LanceDB is new default; ChromaDB moved to optional [chroma] extra
- Dependencies: lancedb>=0.14, sentence-transformers>=2.2.0

Pluggable vectorizers (Phase 2):
- OllamaEmbedder for GPU server usage via HTTP
- Model aliases: bge-small, bge-base, e5-base, nomic, ollama
- 'mempalace reindex' to re-embed with different model
- 'mempalace embedders' to list available models
- embedding_model tracked in every record's metadata
- Config via ~/.mempalace/config.json embedder/embedder_options

Tests: 552 passed, 0 failed (18 new embedding tests)
knowledge_graph.py rewritten with dual backend:
- LanceDB (default): kg_entities + kg_triples tables in palace dir
- SQLite (legacy): preserved for existing .sqlite3 paths
- All operations (add_entity, add_triple, invalidate, query_entity,
  query_relationship, timeline, stats, seed_from_entity_facts) work
  on both backends with identical API

MCP server updated:
- KnowledgeGraph now uses palace_path instead of separate sqlite file
- One data directory, one format, one sync unit

UPGRADE.md updated with Phase 5 how-to and migration notes.
PLAN.md Phase 5 marked done.

Tests: 588 passed (28 KG tests all pass on LanceDB backend)
dekoza added 15 commits April 12, 2026 08:04
New benchmark runner (benchmarks/longmemeval_v4.py):
- Runs LongMemEval against multiple backends in one invocation
- Modes: chroma-default, lance-default, lance-bge-small, lance-bge-base,
  lance-nomic, and custom embedder
- Produces side-by-side comparison table with R@5, R@10, NDCG, ms/query
- Per-type breakdown across question categories
- Presets: 'all' (3 modes), 'quick' (2), 'embedders' (4)

Results on full 500 questions:
  ChromaDB + MiniLM (v3.x):  R@5=0.966  R@10=0.982  NDCG@5=0.888  1165ms/q
  LanceDB  + MiniLM (v4.0):  R@5=0.966  R@10=0.982  NDCG@5=0.888   638ms/q
  LanceDB  + BGE-small:      R@5=0.962  R@10=0.978  NDCG@5=0.895  2624ms/q

Key findings:
- Zero retrieval regression: LanceDB matches ChromaDB exactly
- 1.8x faster queries (638ms vs 1165ms) with cosine distance
- BGE-small trades tiny R@5 drop for better NDCG (ranking quality)

Docs:
- benchmarks/BENCHMARKS_V4.md — full results + reproduction steps
- UPGRADE.md updated with benchmark section + how-to
- PLAN.md Phase 6 marked done — all 6 phases complete

Tests: 588 passed
Added v4.0 Backend Comparison section at top of BENCHMARKS.md:
- LanceDB+MiniLM: R@5=0.966, identical to ChromaDB, 1.8x faster (638ms vs 1165ms)
- LanceDB+BGE-small: R@5=0.962, higher NDCG (0.895 vs 0.888)
- Per-type breakdown showing BGE-small tradeoffs
- Reproduction commands for longmemeval_v4.py

Updated existing sections:
- Score progression table: added LanceDB and BGE-small rows
- Comparison table: added v4 LanceDB entry alongside v3 ChromaDB
- Tradeoffs table: added v4 column (sync, pluggable embedders, query speed)
- Results files table: added results_v4_comparison.json

Tests: 588 passed
- Add OnnxEmbedder as default (onnxruntime+tokenizers, no torch)
- Move sentence-transformers to [gpu] optional extra
- Strip all sync code from db.py, cli.py, config.py, UPGRADE.md
- Apply ruff lint fixes from f21ba0a to migration-branch files
- Remove unused chromadb import from conftest.py
- Regenerate uv.lock for migration-only dependencies

config.py:
  mempalace/config.py
…sync from benchmark

- Add _check_dimension() to LanceCollection.__init__: raises RuntimeError
  if existing table vector dimension doesn't match the active embedder
- Replace invalid port 99999 with RFC discard port 9 in Ollama test
- Remove sync_meta import and sync_identity from benchmark script
These fields are used by the sync layer for indexed queries instead of
full table scans. Adding them to FILTER_COLUMNS and SCHEMA_COLUMNS now
avoids a schema migration later.

Records without sync metadata get defaults (node_id='', seq=0).
- UPGRADE.md: fix default dep table (onnxruntime+tokenizers, not sentence-transformers)
- db.py: catch ImportError in _open_chroma with actionable message
- db.py: upgrade merge_insert fallback log to warning
- db.py: add $in/$nin support to _chroma_where_to_sql
- searcher.py: distinguish empty palace vs missing palace vs missing chromadb
- cli.py: same distinction in cmd_compress
- knowledge_graph.py: use count_rows(filter=) instead of len(get(limit=100k))
- knowledge_graph.py: remove limit=100 from _lance_timeline queries
- palace.py: get_collection reads MempalaceConfig().backend before auto-detect
…tream backend seam

- Move LanceCollection and LanceBackend from db.py to backends/lance.py
- LanceCollection now extends BaseCollection (upstream's ABC)
- Add detect_backend() to backends/__init__.py
- Update palace.py to use backends package for both Lance and Chroma
- LanceDB is the default backend for new palaces
- Remove db.py (all logic migrated to backends/lance.py)
- Update cli.py and test imports accordingly
Required by upstream's tool_update_drawer (PR MemPalace#667). LanceCollection
implements update as get+upsert (re-embeds on content change).
ChromaCollection delegates to chromadb's native update.
Phase 3: Sync metadata injection on all writes (node_id, seq, updated_at)
Phase 4: Sync engine with version vector protocol, HTTP server/client

- mempalace/sync_meta.py: NodeIdentity, atomic sequence counter
- mempalace/sync.py: SyncEngine, VersionVector, ChangeSet, conflict resolution
- mempalace/sync_server.py: FastAPI sync server (push/pull/status endpoints)
- mempalace/sync_client.py: HTTP sync client
- CLI: 'mempalace serve' and 'mempalace sync' commands
- db.py: sync metadata injection in LanceCollection.upsert, _raw bypass
- config.py: node_id property
- pyproject.toml: [server] optional extra (fastapi, uvicorn, httpx)
- UPGRADE.md: sync architecture, setup, and usage docs
- Tests for sync metadata, engine, and server
- get_changes_since: export records from ALL nodes, not just local node.
  Fixes hub-and-spoke where hub must relay client A's records to client B.
- _remote_wins: parse timestamps as timezone-aware datetimes instead of
  string comparison. Correctly handles mixed Z/+00:00/+05:00 offsets.
- apply_changes: split records with/without embeddings into separate upsert
  calls to preserve provided vectors instead of dropping the entire batch.
- sync_meta: replace Unix-only fcntl with cross-platform locking
  (fcntl on Unix, msvcrt on Windows).
- db.py: add dimension mismatch guard from Branch 1.
- Update test_bidirectional_sync assertion for correct multi-node export.
update() no longer writes to disk — callers use save() explicitly or
rely on update_from_records() which already batches.  Eliminates up to
N file writes per apply_changes() on an N-record changeset.
get_changes_since() now builds a WHERE clause against the top-level
node_id and seq columns (added in feat/lancedb-migration) instead of
scanning all records into Python.

Query for remote_vv={'a': 5, 'b': 3}:
  (node_id='a' AND seq>5) OR (node_id='b' AND seq>3)
  OR (node_id NOT IN ('a','b') AND seq>0)
- sync_meta: seek to offset 0 before msvcrt lock/unlock, lock 4096 bytes
  instead of 1 (msvcrt operates relative to file position, unlike fcntl)
- sync_server: detect ChromaDB palace and error with migrate guidance
  instead of failing on _raw=True at runtime
- cli cmd_sync: same ChromaDB guard
- cli cmd_serve: default bind to 127.0.0.1 instead of 0.0.0.0
- UPGRADE.md: clarify sync replicates drawers only, KG is node-local
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dekoza commented Apr 12, 2026

Rebased onto the updated feat/lancedb-migration (which was itself rebased onto current develop at 4621f85, picking up #675, #674, #667, #647, and ROADMAP.md).

Clean rebase — no conflicts this round. All 725 tests pass (679 base + 46 sync, 2 skipped).

@igorls igorls added area/cli CLI commands area/install pip/uv/pipx/plugin install and packaging area/kg Knowledge graph area/mcp MCP server and tools area/mining File and conversation mining area/search Search and retrieval enhancement New feature or request storage labels Apr 14, 2026
jphein added a commit to jphein/mempalace that referenced this pull request Apr 19, 2026
Scanned all 233 open upstream PRs today against our open PRs and
fork-ahead / planned-work items. Findings merged into README:

- P2 (decay) and P3 Tier-0 (LLM rerank): both covered by MemPalace#1032
  (@zackchiutw, MERGEABLE, 2026-04-19 — Weibull decay + 4-stage
  rerank pipeline). Older simpler version at MemPalace#337. Dropped as
  fork work; watching MemPalace#1032.
- P7 (alternative storage): formally out of scope. RFC 001 MemPalace#743
  (@igorls) defines the plugin contract; four backend PRs already
  in flight (MemPalace#700, MemPalace#381 Qdrant; MemPalace#574, MemPalace#575 LanceDB). Fork consumes,
  does not rebuild.
- P0 (multi-label tags): still fork/upstream candidate. MemPalace#1033
  (@zackchiutw) ships adjacent privacy-tag + progressive disclosure
  but not the full multi-label scheme.
- Merged MemPalace#1023 section acknowledges complementary MemPalace#976 (felipetruman)
  which adds broader mine_global_lock() + HNSW num_threads pin.

Gives future-us a map so we don't re-file MemPalace#1036-style duplicates.
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