feat(mem0-plugin): improve auto-triggering — pre-fetch, dedup, skill enforcement v0.2.3 (#5237)

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Kartik
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---
name: dream
description: Consolidate memories — merge duplicates, resolve contradictions, prune stale
---
# Mem0 Dream — Memory Consolidation
This skill performs a memory consolidation pass: it fetches all project memories,
identifies near-duplicates, flags contradictions, and prunes stale entries based on
configured retention policies. All proposed changes are shown as a diff for user
approval before anything is modified.
---
## Step 1: Load Retention Policies
Determine the active retention policy by running the parser script. Use the
appropriate `PLUGIN_ROOT` variable for the current platform (`${CLAUDE_PLUGIN_ROOT}`,
`${CODEX_PLUGIN_ROOT}`, or `${CURSOR_PLUGIN_ROOT}`):
```bash
python3 "<PLUGIN_ROOT>/scripts/parse_mem0_config.py" "<cwd>"
```
Parse the JSON output (a dict of `category → days | null`). If the script fails
or returns `{}`, fall back to these built-in defaults:
| `metadata.type` | Default retention |
|---|---|
| `session_state` | 90 days |
| `compact_summary` | 90 days |
| all others | no pruning |
Store the resolved policies for use in Step 3.
---
## Step 2: Fetch ALL Project Memories
Call `get_memories` to retrieve every memory for the active project:
```python
get_memories(
filters={"AND": [{"user_id": "<active_user_id>"}, {"app_id": "<active_project_id>"}]},
page_size=200,
)
```
If the response indicates more pages exist, paginate until all memories are fetched.
Collect the full list before proceeding. If zero memories are found, print:
```
No memories found for project <project_id>. Nothing to consolidate.
```
…and stop.
---
## Step 3: Analyze — Find Issues
Work entirely in-memory; do not modify anything yet.
Group memories by `metadata.type` (use `"unknown"` when the field is absent).
For each group, identify the following:
### 3a. Near-duplicate pairs (merge candidates)
Two memories are near-duplicates when they express the same fact or decision but
phrased differently (e.g., "Use PostgreSQL for auth" and "Auth DB is PostgreSQL").
Heuristics — two memories are near-duplicates if **all** of these hold:
- Similarity threshold: estimated cosine similarity > 0.9 (use noun/keyword overlap as proxy — if >60% of significant nouns overlap, treat as >0.9 similarity).
- Same `metadata.type`.
- Neither memory is pinned (`metadata.pinned != true`).
For each qualifying pair, draft a merged version that is more complete and specific
than either original.
### 3b. Contradictions
Two memories contradict when they assert opposing facts about the same topic
(e.g., "Deploy to ECS" vs. "Deploy to Vercel").
Identify the likely winner: the more recent memory with higher confidence wins.
Store both IDs and their content for user review.
### 3c. Prune candidates
A memory is a prune candidate when **any** of the following is true:
1. Its `metadata.type` has a retention policy and the memory is older than the
configured number of days (compare `created_at` to today).
2. Its confidence score is below 0.3 AND it contains no information unique to
this project (no file paths, identifiers, or domain-specific nouns).
**Always skip memories where `metadata.pinned == true`**, regardless of age or
confidence.
---
## Step 4: Print Diff Report (item 15)
Print a structured diff to the terminal before making any changes. Use exactly
this format:
```
## dream — consolidation report
Merges (<N>):
[mem0:<id1>] + [mem0:<id2>] → "<merged content, 100 chars>"
Conflicts (<N>):
[mem0:<idA>] vs [mem0:<idB>] — "<topic>" [A/B/skip]
Prune (<N>):
[mem0:<id>] — <type>, <age>d old
Proposed: <N> merges, <N> prunes, <N> conflicts. Apply? [Y/n]
```
If there are zero items in any category, omit that section entirely.
If there are zero total proposals (no merges, no prunes, no conflicts), print:
```
Dream complete. No duplicate, contradictory, or stale memories found.
```
…and stop.
---
## Step 5: Wait for User Input and Apply
### 5a. Contradictions
For each `CONFLICT` pair in the report, wait for the user to type `A`, `B`, or
`skip` (case-insensitive). If they enter nothing (empty), treat as `skip`.
Record the winner for each pair before proceeding to the final apply confirmation.
### 5b. Final confirmation
After all conflict resolutions are collected, prompt:
```
Apply? [Y/n]
```
If the user types `n` or `no` (case-insensitive), print `Cancelled. No changes made.`
and stop.
If the user confirms (`Y`, `yes`, or empty / Enter), apply all changes in this order:
#### Merges
For each approved merge pair:
1. `delete_memory(<id1>)`
2. `delete_memory(<id2>)`
3. `add_memory` with:
- `messages=[{"role": "user", "content": "<merged content>"}]`
- `user_id=<active_user_id>`
- `app_id=<active_project_id>` (top-level, not in metadata)
- `metadata={"type": "<original type>", "branch": "<active_branch>", "confidence": <higher of the two original scores>, "source": "mem0-dream"}`
- `infer=False`
#### Contradictions (resolved)
For each resolved conflict where the user chose A or B:
- Identify the loser (the non-chosen memory).
- First call `get_memory(<loser_id>)` to read its current text content.
- Then call `update_memory(<loser_id>, text=<original_text_content>)` to preserve the text while updating it.
- **Important:** `update_memory` requires the `text` parameter. A metadata-only call may error or wipe the content. Always read first, then update with the original text.
Contradictions where the user chose `skip` are left untouched.
#### Prunes
For each prune candidate:
- `delete_memory(<memory_id>)`
---
## Step 6: Print Summary
After all changes are applied, print:
```
Dream complete — merged: <N>, pruned: <N>, conflicts resolved: <N>, skipped: <N>
```
---
## Auto mode
When invoked with `--auto` (e.g., `/mem0:dream --auto`), run non-interactively:
- **Merges**: applied automatically (no contradiction, both are compatible).
- **Prunes**: applied automatically (age/confidence-based, no ambiguity).
- **Contradictions**: skipped — they require human judgment.
In auto mode:
1. Load policies and fetch memories (Steps 1–3) as normal.
2. Apply merges and prunes silently without printing the diff or prompting.
3. Print a compact summary:
```
[mem0-dream --auto] project=<id> merged=<N> pruned=<N> conflicts_skipped=<N>
```
4. If contradictions were detected but skipped, store a reminder memory:
```python
add_memory(
messages=[{"role": "user", "content": "mem0-dream detected <N> contradiction(s) requiring manual review. Run /mem0:dream to resolve them interactively."}],
user_id="<active_user_id>",
app_id="<active_project_id>",
metadata={"type": "task_learning", "source": "mem0-dream-auto", "branch": "<active_branch>"},
infer=False,
)
```
## See also
- `/mem0:forget` — targeted deletion of specific memories (search + confirm + delete)
- `/mem0:health --deep` — quick quality scan without applying changes