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feat(memory): compaction probe validation for post-compression context integrity (#1609)#2047

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bug-ops merged 3 commits intomainfrom
issue-1609-compaction-validation
Mar 20, 2026
Merged

feat(memory): compaction probe validation for post-compression context integrity (#1609)#2047
bug-ops merged 3 commits intomainfrom
issue-1609-compaction-validation

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@bug-ops bug-ops commented Mar 20, 2026

Summary

Implements a post-compression validation system (compaction probe) to detect if context summarization loses critical facts. When enabled, the probe generates 2-3 factual questions from context being compacted, answers them using only the summary, and scores the answers. If score falls below threshold, the original context is preserved and a warning is logged.

Closes #1609 (research: task-continuation metric for post-compaction validation)

Changes

Core Implementation

  • crates/zeph-memory/src/compaction_probe.rs (new module): validate_compaction() function, CompactionProbeConfig, ProbeVerdict (Pass/SoftFail/HardFail), token-set-ratio scoring with paraphrasing support
  • crates/zeph-memory/src/config.rs: Added [memory.compression.probe] config section (default: disabled)
  • crates/zeph-core/src/agent/context/summarization.rs:
    • Changed compact_context() return type: Result<(), AgentError>Result<CompactionOutcome, AgentError>
    • Added CompactionOutcome::ProbeRejected variant for dedicated error path
    • Integrated probe validation hook after summarization
    • Updated maybe_compact() to handle ProbeRejected (sets cooldown, skips Exhausted check — H1 invariant)
  • crates/zeph-core/src/debug_dump/mod.rs: Added dump_compaction_probe() section with questions, answers, score
  • crates/zeph-core/src/metrics.rs: 4 new counters for probe verdicts and errors

Testing

  • 16 unit tests for scoring, thresholds, serde, unicode edge cases
  • H1 integration test: probe_rejected_does_not_trigger_exhausted verifies ProbeRejected path does not transition to Exhausted
  • Threshold boundary tests: Exact f32 values at 0.6, 0.35, and margins
  • All 6044 workspace tests pass

Security Fixes

  • Max questions enforced after LLM response (prevents prompt injection from misbehaving LLM)
  • Debug dump redacts questions/answers via scrub_content() (prevents secret leakage)

Performance & UX

  • TUI status indicator during probe LLM calls ("Validating compaction quality...")
  • Non-blocking error handling: probe failure is logged, compaction proceeds normally
  • ~2–3s latency per probe (1–3 LLM calls), ~$0.002 cost with Haiku

Design Reference

  • Factory.ai evaluation framework inspiration
  • ICLR 2025 cascade routing insights
  • Three-tier verdict system:
    • Pass (≥0.6): Summary is accurate, discard original
    • SoftFail [0.35, 0.6): Borderline summary, log warning but proceed
    • HardFail (<0.35): Summary likely lost facts, preserve original

Validator Feedback

All validators approved with conditional fixes, all addressed:

Validator Verdict Issues
Architect ✓ Design v2 H1 deadlock fix, token-set-ratio, soft-fail zone
Critic ✓ Approved Design addresses all security & robustness concerns
Tester ✓ PASS 6044 tests pass, 16 probe tests, no gaps
Perf ✓ CONDITIONAL PERF-03: TUI spinner added
Security ✓ CONDITIONAL SEC-PROBE-01/02: truncate + scrub_content
Impl-Critic ✓ CONDITIONAL T-01/T-06: boundary tests + H1 test
Reviewer ✓ APPROVED All fixes verified, ready to merge

Integration Notes

  • Config: [memory.compression.probe] enabled = false (disabled by default for backward compatibility)
  • CLI: No user-facing change
  • TUI: Status indicator added
  • Backward compatibility: Preserved (probe disabled by default)
  • Breaking changes: Only compact_context() return type (internal method, properly scoped)

Testing Checklist

  • Unit tests pass (16/16 probe + 67/67 core compact tests)
  • All workspace tests pass (6044/6044)
  • H1 integration test verifies ProbeRejected behavior
  • Boundary threshold tests at exact decision points
  • Security audit passed (max_questions, debug redaction)
  • Performance impact within spec (1–3s, ~$0.002 cost)
  • Pre-commit checks: fmt ✓, clippy ✓, nextest ✓

Next Steps (Phase 3 — Deferred)

  • --init wizard update for [memory.compression.probe] config option
  • TUI metrics panel integration for live probe score display
  • Documentation: docs/src/concepts/context-management.md update

Branch & Commits

  • Branch: issue-1609-compaction-validation
  • Commits (3):
    1. 5889f539 — feat(memory): compaction probe validation core implementation
    2. 1eb86827 — test(memory): expand compaction probe test coverage
    3. e1cee063 — fix(memory): address validator findings (truncate, scrub_content, TUI spinner)

Closes #1609

@github-actions github-actions bot added documentation Improvements or additions to documentation memory zeph-memory crate (SQLite) rust Rust code changes core zeph-core crate enhancement New feature or request size/XL Extra large PR (500+ lines) labels Mar 20, 2026
@bug-ops bug-ops enabled auto-merge (squash) March 20, 2026 14:43
@bug-ops bug-ops force-pushed the issue-1609-compaction-validation branch from e1cee06 to d520822 Compare March 20, 2026 14:45
bug-ops added 3 commits March 20, 2026 15:54
Adds a post-summarization validation step that fires before the summary
replaces original messages in context. Prevents silent context degradation
from lossy compaction.

Core changes:
- New `crates/zeph-memory/src/compaction_probe.rs` with `CompactionProbeConfig`,
  `CompactionProbeResult`, `ProbeVerdict` (Pass/SoftFail/HardFail), and
  `score_answers()` using token-set-ratio (handles paraphrasing + substring boost).
  `validate_compaction()` orchestrates two LLM calls: question generation
  and answer evaluation from summary only.
- `compact_context()` return type changed from `Result<(), AgentError>` to
  `Result<CompactionOutcome, AgentError>` where `CompactionOutcome` is
  `Compacted | ProbeRejected | NoChange`. This is a breaking internal API change:
  `maybe_compact()` now matches on the outcome enum and handles `ProbeRejected`
  with a cooldown but without triggering `Exhausted` — which would have been
  incorrect since the compactor is not stuck, only the summary was too lossy.
- Config: `[memory.compression.probe]` section with `enabled = false` default.
  Backward compatible — existing configs without the section deserialize unchanged.
- Metrics: 4 new `MetricsSnapshot` fields for pass/soft_fail/failure/error counts.
- Debug dump: `dump_compaction_probe()` writes `{N}-compaction-probe.json` with
  per-question breakdown (question, expected, actual, score).

12 unit tests for scoring edge cases, serde round-trips, and threshold logic.
6044 tests pass, 0 clippy warnings.
Add 4 new unit tests for edge cases not covered by the initial 12:
- fewer_answers_than_questions: LLM returns truncated answer list,
  verifies repeat(&String::new()) padding and score averaging
- verdict_boundary_at_threshold: exact boundary values (0.6, 0.35)
  and one-ULP margins for all three verdict tiers
- config_partial_json_uses_defaults: partial deserialization exercises
  #[serde(default)] on CompactionProbeConfig
- config_empty_json_uses_all_defaults: empty object deserialization

Total: 16 compaction_probe tests, all passing.
SEC-PROBE-01: cap LLM response to max_questions in generate_probe_questions()
  - Add output.questions.truncate(max_questions) after the LLM call.
  - Prevents a misbehaving LLM from returning hundreds of questions and
    inflating the second LLM prompt.

SEC-PROBE-02: apply scrub_content() to probe dump fields
  - Import crate::redact::scrub_content in debug_dump/mod.rs.
  - Apply scrub_content() to question, expected_answer, and actual answer
    fields before writing to the JSON dump file.
  - Matches the redaction pattern used in trace.rs (IMP-04).

PERF-03: emit TUI status indicator before probe LLM calls
  - Add channel.send_status("Validating compaction quality...") before
    validate_compaction() is called.
  - Complies with CLAUDE.md TUI rules: every implicit LLM call must have
    a visible status indicator.

T-06: add H1 integration test for ProbeRejected state machine invariant
  - New test probe_rejected_does_not_trigger_exhausted in context/tests.rs.
  - Configures mock provider with refusal answers (score ~0 → HardFail).
  - Asserts compact_context() returns ProbeRejected, messages are preserved,
    and CompactionState is not Exhausted (H1 design invariant).
@bug-ops bug-ops force-pushed the issue-1609-compaction-validation branch from d520822 to 4c0e24f Compare March 20, 2026 14:54
@bug-ops bug-ops merged commit 46dc6bb into main Mar 20, 2026
25 checks passed
@bug-ops bug-ops deleted the issue-1609-compaction-validation branch March 20, 2026 15:02
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research: task-continuation metric for post-compaction validation

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