fix(mem0-plugin): use app_id entity scoping, fix tour, add branch tagging
Tour was filtering on metadata.type which missed platform-categorized memories. Rewritten to use get_memories (list all) + group by platform categories field. All write hooks now use app_id as top-level entity param instead of metadata.project_id. Branch stamped on every write.
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@@ -18,17 +18,16 @@ Decide whether persistent memory context would improve your response, then act a
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## Project scoping
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Every memory operation MUST be scoped to the current project:
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Every memory operation MUST be scoped to the current project using `app_id` (entity-scoped memory):
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- **On `add_memory`:** Always include `metadata.project_id` (the active project_id from SessionStart).
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- **On `search_memories`:** Always include `{"metadata": {"project_id": "<your_project_id>"}}` in the AND filter.
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- **Session-state memories:** Also include `metadata.branch` (the active branch from SessionStart).
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- **On `add_memory`:** Always pass `app_id=<active_project_id>` as a **top-level parameter** (not in metadata).
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- **On `search_memories`:** Always include `{"app_id": "<your_project_id>"}` in the AND filter.
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Full filter template:
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```python
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filters={"AND": [
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{"user_id": "<your_user_id>"},
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{"metadata": {"project_id": "<your_project_id>"}},
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{"app_id": "<your_project_id>"},
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{"metadata": {"type": "decision"}}
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]}
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```
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@@ -67,7 +66,7 @@ Two rules from the v2 filter spec:
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1. The root **must** be a logical operator (`AND` / `OR` / `NOT`) with an array. A bare `{"user_id": "..."}` won't work.
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2. Metadata uses a **nested** object, not a dotted key. `{"metadata": {"type": "decision"}}`, never `{"metadata.type": "decision"}`. Only top-level metadata keys are filterable.
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Combine `user_id` with one metadata clause per call:
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Combine `user_id` + `app_id` with one metadata clause per call:
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| `metadata.type` clause | Use for |
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|--------|---------|
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@@ -78,7 +77,7 @@ Combine `user_id` with one metadata clause per call:
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Full filter (replace `<your_user_id>` and `<your_project_id>` with the active values from SessionStart):
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```python
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filters={"AND": [{"user_id": "<your_user_id>"}, {"metadata": {"project_id": "<your_project_id>"}}, {"metadata": {"type": "decision"}}]}
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filters={"AND": [{"user_id": "<your_user_id>"}, {"app_id": "<your_project_id>"}, {"metadata": {"type": "decision"}}]}
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```
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### Worked example
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@@ -91,16 +90,16 @@ search_memories(query="Refactor the auth module to use JWT")
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# Hits whatever shares words. Misses prior decisions and preferences.
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```
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Do (parallel — substitute the active `user_id` and `project_id` for the placeholders):
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Do (parallel — substitute the active `user_id` and `app_id` for the placeholders):
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```python
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search_memories(query="auth module decisions",
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filters={"AND": [{"user_id": "<your_user_id>"}, {"metadata": {"project_id": "<your_project_id>"}}, {"metadata": {"type": "decision"}}]})
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filters={"AND": [{"user_id": "<your_user_id>"}, {"app_id": "<your_project_id>"}, {"metadata": {"type": "decision"}}]})
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search_memories(query="JWT",
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filters={"AND": [{"user_id": "<your_user_id>"}, {"metadata": {"project_id": "<your_project_id>"}}]})
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filters={"AND": [{"user_id": "<your_user_id>"}, {"app_id": "<your_project_id>"}]})
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search_memories(query="auth refactor failures",
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filters={"AND": [{"user_id": "<your_user_id>"}, {"metadata": {"project_id": "<your_project_id>"}}, {"metadata": {"type": "anti_pattern"}}]})
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filters={"AND": [{"user_id": "<your_user_id>"}, {"app_id": "<your_project_id>"}, {"metadata": {"type": "anti_pattern"}}]})
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search_memories(query="auth",
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filters={"AND": [{"user_id": "<your_user_id>"}, {"metadata": {"project_id": "<your_project_id>"}}, {"metadata": {"type": "user_preference"}}]})
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filters={"AND": [{"user_id": "<your_user_id>"}, {"app_id": "<your_project_id>"}, {"metadata": {"type": "user_preference"}}]})
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```
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## After completing significant work
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@@ -114,6 +113,8 @@ Extract key learnings and store them using the `add_memory` tool:
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- **Environment/setup discoveries** -> Include metadata `{"type": "environmental"}`
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- **Conventions established** -> Include metadata `{"type": "convention"}`
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Always include `"branch": "<active_branch>"` in the metadata object alongside `type`. The active branch is shown in the SessionStart banner. This enables branch-scoped filtering later (e.g., "what did we do on feature/auth-rewrite?").
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> `metadata.type` (which you set explicitly) and `categories` (which the platform auto-tags after the project's custom-category list — see `scripts/setup_coding_categories.py`) are complementary. Always set `metadata.type` for explicit filtering; the platform fills in `categories` on its own. Don't try to set `categories` on `add_memory` calls — per-request overrides aren't supported on the managed API.
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### Expiration: high-churn vs durable
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@@ -133,7 +134,7 @@ When the user is asking about *current* state ("where were we", "what's the acti
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```python
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# Last 90 days only
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{"AND": [{"user_id": "<id>"}, {"metadata": {"project_id": "<your_project_id>"}}, {"metadata": {"type": "session_state"}}, {"created_at": {"gte": "<90 days ago, YYYY-MM-DD>"}}]}
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{"AND": [{"user_id": "<id>"}, {"app_id": "<your_project_id>"}, {"metadata": {"type": "session_state"}}, {"created_at": {"gte": "<90 days ago, YYYY-MM-DD>"}}]}
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```
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Skip the recency filter when the user is asking about durable facts ("what conventions does this project use", "have we hit this bug before") — those are timeless and recency would hide them.
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@@ -148,7 +149,8 @@ When you've done the extraction work yourself — pre-compaction summaries, deci
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add_memory(
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messages=[{"role": "user", "content": "<your structured fact>"}],
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user_id="<active user_id>",
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metadata={"type": "decision"},
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app_id="<active project_id>",
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metadata={"type": "decision", "branch": "<active branch>"},
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infer=False,
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)
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```
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