feat(oss): port v3 pipeline with hybrid search, entity extraction, and additive scoring (#4805)

Co-authored-by: Soumil Rathi <soumilrathi@gmail.com>
Co-authored-by: Saket Aryan <saketaryan2002@gmail.com>
Co-authored-by: chaithanyak42 <chaithanya.kumar42a@gmail.com>
Co-authored-by: kartik-mem0 <kartik.labhshetwar@mem0.ai>
This commit is contained in:
soumil-rathi
2026-04-14 18:00:58 +05:30
committed by GitHub
co-authored by Soumil Rathi Saket Aryan chaithanyak42 kartik-mem0
parent 57f944e18a
commit a488e19044
120 changed files with 10107 additions and 17135 deletions
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"""
Entity extraction from text using spaCy NLP.
Extracts four types of entities from text:
- **Proper nouns**: Capitalized multi-word sequences (person names, places, brands)
- **Quoted text**: Text in single or double quotes (titles, specific terms)
- **Noun compounds**: Multi-word noun phrases with specific modifiers (e.g., "machine learning")
- **Noun fallback**: Single nouns from circumstantial compound patterns
Public API:
extract_entities(text: str) -> List[Tuple[str, str]]
Internal:
_extract_entities_from_doc(doc) -> List[Tuple[str, str]]
"""
from __future__ import annotations
import logging
import re
from typing import List, Tuple
logger = logging.getLogger(__name__)
# Words that are too generic to be useful as entity heads
_GENERIC_HEADS = {
"thing", "stuff", "way", "time", "experience", "situation", "case",
"fact", "matter", "issue", "idea", "thought", "feeling", "place",
"area", "part", "kind", "type", "sort", "lot", "bit", "day", "year",
"week", "month", "moment", "instance", "example", "technique",
"method", "approach", "process", "step", "tool", "result", "outcome",
"goal", "task", "item", "topic", "scale", "size", "level", "degree",
"amount", "number", "style", "look", "color", "colour", "shape",
"form", "piece", "section", "side", "end", "edge", "surface", "point",
}
# Modifiers that describe circumstance, not content
_CIRCUMSTANTIAL_MODS = {
"solo", "individual", "team", "group", "joint", "collaborative",
"first", "last", "next", "previous", "final", "initial", "main", "side",
}
# Adjectives too vague to make a compound entity specific
_NON_SPECIFIC_ADJ = {
"many", "few", "several", "some", "any", "all", "most", "more",
"less", "much", "little", "enough", "various", "numerous", "multiple",
"countless", "great", "good", "bad", "nice", "terrible", "awful",
"awesome", "amazing", "wonderful", "horrible", "excellent", "poor",
"best", "worst", "fine", "okay", "new", "old", "recent", "past",
"future", "current", "previous", "next", "last", "first", "latest",
"early", "late", "former", "modern", "ancient", "big", "small",
"large", "tiny", "huge", "enormous", "long", "short", "tall", "high",
"low", "wide", "narrow", "thick", "thin", "deep", "shallow",
"similar", "different", "same", "other", "another", "such", "certain",
"important", "main", "major", "minor", "key", "primary", "real",
"actual", "true", "whole", "entire", "full", "complete", "total",
"basic", "simple", "interesting", "boring", "exciting", "special",
"particular", "general", "common", "unique", "rare", "typical",
"usual", "normal", "regular", "possible", "likely", "potential",
"available", "necessary", "only", "solo", "individual", "team",
"group", "joint", "collaborative", "final", "initial", "side",
}
# Generic tail words to strip from compound entities
_GENERIC_ENDINGS = {
"work", "works", "job", "jobs", "task", "tasks", "stuff", "things",
"thing", "info", "information", "details", "data", "content",
"material", "materials", "activities", "activity", "efforts", "effort",
"options", "option", "choices", "choice", "results", "result",
"output", "outputs", "products", "product", "items", "item",
}
# Capitalized single words that are too generic to be proper nouns
_GENERIC_CAPS = {
"works", "items", "things", "stuff", "resources", "options", "tips",
"ideas", "steps", "ways", "methods", "tools", "features", "benefits",
"examples", "details", "notes", "instructions", "guidelines",
"recommendations", "suggestions", "overview", "summary", "conclusion",
"introduction", "pros", "cons", "advantages", "disadvantages",
}
# Markdown/formatting markers to skip during extraction
_FORMATTING_MARKERS = {"*", "-", "+", "\u2022", "\u2013", "\u2014", "#", "##", "###", "**", "__"}
def _is_sentence_start(tokens: list, idx: int) -> bool:
"""Check if a token is at the start of a sentence or after formatting."""
if idx == 0:
return True
tok = tokens[idx]
if tok.is_sent_start:
return True
prev = tokens[idx - 1].text
return prev in ".!?:" or prev in _FORMATTING_MARKERS or "\n" in prev
def _strip_generic_ending(toks: list) -> list:
"""Remove generic trailing words from compound token sequences."""
if len(toks) <= 1:
return toks
last = toks[-1].lemma_.lower() if hasattr(toks[-1], "lemma_") else toks[-1].lower()
return toks[:-1] if last in _GENERIC_ENDINGS and len(toks) > 2 else toks
def _lemmatize_compound(toks: list) -> str:
"""Join compound tokens, lemmatizing nouns."""
return " ".join(t.lemma_ if t.pos_ == "NOUN" else t.text for t in toks)
def _has_artifacts(txt: str) -> bool:
"""Check for formatting artifacts that indicate non-entity text."""
return any(
[
"**" in txt or "__" in txt or ":*" in txt,
re.search(r"\s\*\s|\s\*$|^\*\s", txt),
" " in txt or "\n" in txt or "\t" in txt,
len(txt) > 100,
txt.startswith(("\u2022", "-", "+", "\u2013", "\u2014")),
]
)
def extract_entities(text: str) -> List[Tuple[str, str]]:
"""Extract named entities, quoted text, and noun compounds from text.
This is the public API that accepts a string. It loads the spaCy model
internally and delegates to _extract_entities_from_doc().
Args:
text: Input text to extract entities from.
Returns:
Deduplicated list of (entity_type, entity_text) tuples.
Entity types: PROPER, QUOTED, COMPOUND, NOUN.
Returns empty list if spaCy is unavailable.
"""
from mem0.utils.spacy_models import get_nlp_full
nlp = get_nlp_full()
if nlp is None:
return []
doc = nlp(text)
return _extract_entities_from_doc(doc)
def extract_entities_batch(texts: List[str], batch_size: int = 32) -> List[List[Tuple[str, str]]]:
"""Extract entities from multiple texts using spaCy's nlp.pipe() for batched NER.
Uses spaCy's efficient batch processing pipeline instead of calling
nlp() individually per text. Significantly faster for multiple texts.
Args:
texts: List of input texts to extract entities from.
batch_size: Number of texts to process in each spaCy batch.
Returns:
List of entity lists, one per input text. Each entity list contains
(entity_type, entity_text) tuples. Returns list of empty lists if
spaCy is unavailable.
"""
if not texts:
return []
from mem0.utils.spacy_models import get_nlp_full
nlp = get_nlp_full()
if nlp is None:
return [[] for _ in texts]
results = []
for doc in nlp.pipe(texts, batch_size=batch_size):
results.append(_extract_entities_from_doc(doc))
return results
def _extract_entities_from_doc(doc) -> List[Tuple[str, str]]:
"""Extract entities from a spaCy Doc object.
Ported from platform's shared.core.utils.entity_extraction.extract_entities().
"""
entities: List[Tuple[str, str]] = []
text = doc.text
tokens = list(doc)
# === PROPER NOUN SEQUENCES ===
i = 0
while i < len(tokens):
tok = tokens[i]
if tok.text in _FORMATTING_MARKERS:
i += 1
continue
is_cap = tok.text and tok.text[0].isupper()
is_label = i + 1 < len(tokens) and tokens[i + 1].text == ":"
if is_cap and not is_label and tok.pos_ in {"PROPN", "NOUN", "ADJ"}:
seq = [(tok, i)]
j = i + 1
while j < len(tokens):
t = tokens[j]
if (t.text and t.text[0].isupper()) or t.text.lower() in {
"'s", "of", "the", "in", "and", "for", "at", "is",
}:
seq.append((t, j))
j += 1
else:
break
# Strip trailing function words
while seq and seq[-1][0].text.lower() in {"of", "the", "in", "and", "for", "at", "is", "'s"}:
seq.pop()
if seq:
has_mid_cap = any(
not _is_sentence_start(tokens, idx)
for (t, idx) in seq
if t.text[0].isupper() and t.text.lower() not in {"'s", "of", "the", "in", "and", "for", "at", "is"}
)
if has_mid_cap:
phrase = "".join(t.text_with_ws for (t, idx) in seq).strip()
if len(phrase) > 2:
entities.append(("PROPER", phrase))
i = j
else:
i += 1
# === QUOTED TEXT ===
for m in re.finditer(r'"([^"]+)"', text):
if len(m.group(1).strip()) > 2:
entities.append(("QUOTED", m.group(1).strip()))
for m in re.finditer(r"(?:^|[\s\(\[{,;])'([^']+)'(?=[\s\.,;:!?\)\]]|$)", text):
if len(m.group(1).strip()) > 2:
entities.append(("QUOTED", m.group(1).strip()))
# === NOUN-NOUN COMPOUNDS ===
for chunk in doc.noun_chunks:
chunk_tokens = list(chunk)
split_indices: list = []
poss_splits: list = []
for idx, tok in enumerate(chunk_tokens):
if tok.dep_ == "case" and tok.text in {"'s", "\u2019s", "'"}:
split_indices.append(idx)
poss_splits.append(idx)
elif tok.pos_ == "PUNCT" and tok.text in {"'", '"', "\u2018", "\u2019", "\u201c", "\u201d"}:
split_indices.append(idx)
if split_indices:
groups: list = []
prev = 0
for split_idx in split_indices:
if split_idx > prev:
groups.append(chunk_tokens[prev:split_idx])
if split_idx in poss_splits:
next_split = next((s for s in split_indices if s > split_idx), None)
owned = chunk_tokens[split_idx + 1: next_split if next_split else len(chunk_tokens)]
if owned:
first_content = next((t for t in owned if t.pos_ not in {"PUNCT", "PART"}), None)
if not (first_content and first_content.text and first_content.text[0].isupper()):
prev = next_split if next_split else len(chunk_tokens)
continue
prev = split_idx + 1
if prev < len(chunk_tokens):
groups.append(chunk_tokens[prev:])
else:
groups = [chunk_tokens]
for group in groups:
if not group:
continue
head = next((t for t in reversed(group) if t.pos_ in {"NOUN", "PROPN"}), None)
if not head:
continue
head_generic = head.lemma_.lower() in _GENERIC_HEADS
content = [
t
for t in group
if t.pos_ not in {"DET", "PRON", "PUNCT", "PART", "ADP", "SCONJ", "NUM"} and (t.pos_ == "ADJ" or not t.is_stop)
]
if not content:
continue
compound_toks = [t for t in content if t.dep_ == "compound"]
adj_toks = [t for t in content if t.pos_ == "ADJ" or t.dep_ == "amod"]
has_spec_adj = any(t.lemma_.lower() not in _NON_SPECIFIC_ADJ for t in adj_toks)
if head_generic and not has_spec_adj and not compound_toks:
continue
if compound_toks:
is_circ = any(t.lemma_.lower() in _CIRCUMSTANTIAL_MODS for t in compound_toks)
if is_circ:
val = head.lemma_ if head.pos_ == "NOUN" else head.text
if len(val) > 2:
entities.append(("NOUN", val))
else:
filtered = _strip_generic_ending(
[t for t in content if not (t.pos_ == "ADJ" and t.lemma_.lower() in _NON_SPECIFIC_ADJ)]
)
if filtered:
phrase = _lemmatize_compound(filtered)
if len(phrase) > 3 and " " in phrase:
entities.append(("COMPOUND", phrase))
elif len(content) > 1 and has_spec_adj:
filtered = _strip_generic_ending(
[t for t in content if not ((t.pos_ == "ADJ" or t.dep_ == "amod") and t.lemma_.lower() in _NON_SPECIFIC_ADJ)]
)
if filtered:
phrase = _lemmatize_compound(filtered)
if len(phrase) > 3 and " " in phrase:
entities.append(("COMPOUND", phrase))
# === FALLBACK: Mis-tagged VERB heads ===
processed = {e[1].lower() for e in entities if e[0] == "COMPOUND"}
generic_verb_heads = _GENERIC_HEADS | {"find", "buy", "purchase", "sale", "deal", "trip", "visit"}
def collect_compounds(head):
return [t for t in doc if t.head == head and t.dep_ == "compound"]
for tok in doc:
if tok.pos_ == "VERB" and tok.dep_ in {"pobj", "dobj", "nsubj"}:
comps = sorted(collect_compounds(tok), key=lambda t: t.i)
if comps:
phrase_toks = comps if tok.lemma_.lower() in generic_verb_heads else comps + [tok]
phrase = " ".join(t.text for t in phrase_toks)
if phrase.lower() not in processed and len(phrase) > 3 and " " in phrase:
entities.append(("COMPOUND", phrase))
processed.add(phrase.lower())
# === DEDUPLICATION & CLEANUP ===
seen: set = set()
deduped = []
for t, e in entities:
k = e.lower().strip()
if k not in seen and len(k) > 2:
seen.add(k)
deduped.append((t, e))
cleaned: List[Tuple[str, str]] = []
for etype, etext in deduped:
txt = re.sub(r"^\*+\s*|\s*\*+$", "", etext.strip())
txt = re.sub(r"\s*:+$", "", txt)
txt = re.sub(r"^\d+\s*\.\s*", "", txt)
if not txt or len(txt) <= 2 or _has_artifacts(txt):
continue
if etype == "PROPER" and " " not in txt and txt.lower() in _GENERIC_CAPS:
continue
cleaned.append((etype, txt))
# Keep best type per entity (PROPER > COMPOUND > QUOTED > NOUN)
type_pri = {"PROPER": 0, "COMPOUND": 1, "QUOTED": 2, "NOUN": 3, "VERB": 4}
best: dict = {}
for t, e in cleaned:
k = e.lower()
if k not in best or type_pri.get(t, 99) < type_pri.get(best[k][0], 99):
best[k] = (t, e)
deduped = list(best.values())
# Remove entities that are substrings of longer entities
all_lower = [e[1].lower() for e in deduped]
return [(t, e) for t, e in deduped if not any(e.lower() != o and e.lower() in o for o in all_lower)]
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@@ -209,30 +209,6 @@ class VectorStoreFactory:
return instance
class GraphStoreFactory:
"""
Factory for creating MemoryGraph instances for different graph store providers.
Usage: GraphStoreFactory.create(provider_name, config)
"""
provider_to_class = {
"memgraph": "mem0.memory.memgraph_memory.MemoryGraph",
"neptune": "mem0.graphs.neptune.neptunegraph.MemoryGraph",
"neptunedb": "mem0.graphs.neptune.neptunedb.MemoryGraph",
"kuzu": "mem0.memory.kuzu_memory.MemoryGraph",
"apache_age": "mem0.memory.apache_age_memory.MemoryGraph",
"default": "mem0.memory.graph_memory.MemoryGraph",
}
@classmethod
def create(cls, provider_name, config):
class_type = cls.provider_to_class.get(provider_name, cls.provider_to_class["default"])
try:
GraphClass = load_class(class_type)
except (ImportError, AttributeError) as e:
raise ImportError(f"Could not import MemoryGraph for provider '{provider_name}': {e}")
return GraphClass(config)
class RerankerFactory:
"""
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"""
BM25 lemmatization for consistent keyword matching.
Uses spaCy's lemmatizer for better handling of:
- Verb forms: attending/attends/attended -> attend
- Comparatives/superlatives: older/oldest -> old
- Plurals: memories -> memory
- Avoids over-stemming: organization != organize
Also includes original -ing forms alongside lemmas to handle cases
where spaCy's context-dependent lemmatization produces inconsistent
results (e.g., "meeting" as noun vs verb -> different lemmas).
"""
from __future__ import annotations
import logging
logger = logging.getLogger(__name__)
def lemmatize_for_bm25(text: str) -> str:
"""Lemmatize text for BM25 matching.
Returns space-joined lemmas for full-text search. Falls back to
the original text if spaCy is unavailable.
"""
from mem0.utils.spacy_models import get_nlp_lemma
nlp = get_nlp_lemma()
if nlp is None:
return text
doc = nlp(text.lower())
tokens = []
for token in doc:
if token.is_punct or token.is_stop:
continue
lemma = token.lemma_
if lemma.isalnum():
tokens.append(lemma)
# Also add original if it ends in -ing and differs from lemma.
# This handles noun/verb ambiguity (meeting/meet, attending/attend).
if token.text.endswith("ing") and token.text != lemma and token.text.isalnum():
tokens.append(token.text)
return " ".join(tokens)
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"""
Scoring utilities for hybrid retrieval.
Provides:
- **BM25 normalization**: Sigmoid normalization of raw BM25 scores to [0, 1].
- **BM25 parameter selection**: Query-length-adaptive sigmoid parameters.
- **Additive scoring**: Combined scoring with semantic + BM25 + entity boost.
"""
from __future__ import annotations
import math
from typing import Any, Dict, List, Optional
def get_bm25_params(query: str, *, lemmatized: Optional[str] = None) -> tuple:
"""Get BM25 sigmoid parameters based on query length.
Longer queries tend to have higher raw BM25 scores, so we adjust
the sigmoid midpoint and steepness accordingly.
Returns:
(midpoint, steepness) for sigmoid normalization.
"""
if lemmatized is None:
from mem0.utils.lemmatization import lemmatize_for_bm25
lemmatized = lemmatize_for_bm25(query)
num_terms = len(lemmatized.split()) if lemmatized else 1
if num_terms <= 3:
return 5.0, 0.7
elif num_terms <= 6:
return 7.0, 0.6
elif num_terms <= 9:
return 9.0, 0.5
elif num_terms <= 15:
return 10.0, 0.5
else:
return 12.0, 0.5
def normalize_bm25(raw_score: float, midpoint: float, steepness: float) -> float:
"""Normalize BM25 score to [0, 1] using logistic sigmoid.
Args:
raw_score: Raw BM25 score (unbounded, typically 0-20+).
midpoint: Score at which sigmoid outputs 0.5.
steepness: Controls how quickly sigmoid transitions.
Returns:
Normalized score in range [0, 1].
"""
return 1.0 / (1.0 + math.exp(-steepness * (raw_score - midpoint)))
ENTITY_BOOST_WEIGHT = 0.5
def score_and_rank(
semantic_results: List[Dict[str, Any]],
bm25_scores: Dict[str, float],
entity_boosts: Dict[str, float],
threshold: float,
top_k: int,
) -> List[Dict[str, Any]]:
"""Score candidates additively and return top-k results.
For each candidate:
semantic_score is taken from the result's score field.
combined = (semantic + bm25 + entity_boost) / max_possible
Threshold gates the semantic score BEFORE combining -- candidates
below the threshold are excluded even if BM25/entity would boost them.
The divisor adapts based on which signals are active:
- Semantic only: max_possible = 1.0
- Semantic + BM25: max_possible = 2.0
- Semantic + BM25 + entity: max_possible = 2.5
- Semantic + entity (no BM25): max_possible = 1.5
Returns:
List of scored result dicts sorted by combined score descending.
"""
has_bm25 = bool(bm25_scores)
has_entity = bool(entity_boosts)
max_possible = 1.0
if has_bm25:
max_possible += 1.0
if has_entity:
max_possible += ENTITY_BOOST_WEIGHT
scored: List[Dict[str, Any]] = []
for result in semantic_results:
mem_id = result.get("id")
if mem_id is None:
continue
semantic_score = result.get("score", 0.0)
if semantic_score < threshold:
continue
mem_id_str = str(mem_id)
bm25_score = bm25_scores.get(mem_id_str, 0.0)
entity_boost = entity_boosts.get(mem_id_str, 0.0)
raw_combined = semantic_score + bm25_score + entity_boost
combined = min(raw_combined / max_possible, 1.0)
scored.append(
{
"id": mem_id_str,
"score": combined,
"score_breakdown": {
"semantic": semantic_score,
"bm25": bm25_score,
"entity_boost": entity_boost,
},
"payload": result.get("payload"),
}
)
scored.sort(key=lambda x: x["score"], reverse=True)
return scored[:top_k]
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"""
Shared spaCy model loader.
Consolidates spaCy model loading into a single module so that
entity_extraction and lemmatization share one instance instead of
each loading their own copy from disk.
"""
import logging
import threading
logger = logging.getLogger(__name__)
_nlp_full = None
_nlp_lemma = None
_load_failed_full = False
_load_failed_lemma = False
_lock = threading.Lock()
def _ensure_model_available():
"""Download en_core_web_sm if spaCy is installed but model is missing."""
try:
import spacy
except ImportError:
raise ImportError(
"spaCy is not installed. Install it with: pip install mem0ai[nlp]"
)
if not spacy.util.is_package("en_core_web_sm"):
logger.info("Downloading spaCy model en_core_web_sm...")
try:
from spacy.cli import download
download("en_core_web_sm")
logger.info("spaCy model en_core_web_sm downloaded successfully")
except Exception as e:
raise RuntimeError(
f"Failed to download spaCy model en_core_web_sm: {e}. "
"Please install manually: python -m spacy download en_core_web_sm"
) from e
def get_nlp_full():
"""Return spaCy model with all pipelines (NER, tagger, etc.) for entity extraction."""
global _nlp_full, _load_failed_full
if _load_failed_full:
return None
if _nlp_full is not None:
return _nlp_full
with _lock:
if _nlp_full is not None:
return _nlp_full
if _load_failed_full:
return None
try:
_ensure_model_available()
import spacy
_nlp_full = spacy.load("en_core_web_sm")
logger.info("spaCy full model loaded")
except Exception as e:
logger.warning(f"Failed to load spaCy full model: {e}")
_load_failed_full = True
return None
return _nlp_full
def get_nlp_lemma():
"""Return spaCy model with only lemmatizer for BM25 text processing."""
global _nlp_lemma, _load_failed_lemma
if _load_failed_lemma:
return None
if _nlp_lemma is not None:
return _nlp_lemma
with _lock:
if _nlp_lemma is not None:
return _nlp_lemma
if _load_failed_lemma:
return None
try:
_ensure_model_available()
import spacy
_nlp_lemma = spacy.load("en_core_web_sm", disable=["ner", "parser"])
logger.info("spaCy lemma model loaded")
except Exception as e:
logger.warning(f"Failed to load spaCy lemma model: {e}")
_load_failed_lemma = True
return None
return _nlp_lemma