fix(compact): harden summarization convergence

Use maxTokens as the provider generation cap and remove the confusing stored-summary max config.

Strip reasoning blocks before storing compaction summaries, reject non-shrinking summaries, and retry bounded re-compaction when the surface remains over threshold.

Add config validation for numeric and type-shaped knobs plus unit and real-API e2e coverage for reasoning-capable summarization.
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Hypatia May
2026-06-29 16:56:44 +08:00
parent 1f35a4446d
commit 1808570933
8 changed files with 319 additions and 149 deletions

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@@ -10,8 +10,8 @@ The abstract contract states only WHAT compaction does; this backend owns every
- **Token estimation** — `estimateContentTokens()`: char/4 with per-block structural overhead (`text`/`reasoning` = `ceil(len/4) + 4`, `tool-call` from name + arguments, `tool-result` recursive, `image` = 85, unknown blocks via JSON length).
- **Retention policy** — `compactIfNeeded()` walks the surface nodes tail→head summing per-node token estimates, and retains the smallest tail-run of WHOLE units (a closed step, or a single no-step node such as a pre-step `user/message` or inter-step `steering/message`) whose total reaches `retainTokens`; everything older is compacted. Retention is **turn-agnostic** — turn boundaries play no role, so a single runaway turn that alone exceeds the window compacts its OWN early closed steps rather than being retained verbatim (the failure mode that motivated dropping turn-protection: a tool-heavy turn must stay compactable or the harness dies exactly when compaction is needed). The only structural guard is **tool-pairing balance**: the compacted region's edges are balanced cuts on the surface (no unanswered tool-call crosses either edge), so it never splits a step's `assistant/message` tool-calls from their `tool/result`s. When the only compactable content left is an un-splittable open tail step, it declines (returns `null`) and retries once an older step closes. **Single-unit overflow is out of scope, by design**: if one retained unit (a single closed step, or a large pasted `user/message`) ALONE exceeds the budget, compaction cannot help and the call may go out over-budget — bounding an individual unit's size is a separate concern. `compactRegion()` enforces tool-pairing balance strictly, throwing on a boundary that would split a step. `dsh-session` exports `isToolPairingBalanced` for the check.
- **Single-pass convergence** — `resolveConfig()` rejects (throws) any config where `summarizationMaxTokens + retainTokens >= contextWindow * thresholdRatio`. The invariant guarantees the post-compaction history (the bounded summary plus the retained recent tail) is structurally below the threshold, so a compaction never immediately triggers another: consecutive re-compaction is impossible by construction. The bound is strict (`>=` rejects) because the token-pressure gate declines only when the estimate is `< threshold` — a post-compaction history sitting exactly at the threshold would re-trigger.
- **Summarization** — `summarize()`: a `GenerateOptions` request assembled via `BlockAssembler` with a fixed system prompt that asks for a structured checkpoint (Primary Request and Intent · Key Technical Concepts · Files and Code · Errors and Fixes · Pending Tasks · Current Work · Next Step · Critical Context), every section mandatory, exact paths/commands/identifiers preserved. The request runs through the `agent/request` waterfall before `ctx.llm.stream()`, so router agents that choose the concrete model there also route compaction summaries. The compacted region is flattened to a plain-text transcript first: text and reasoning contribute their text, and every non-text block (image, tool-call, tool-result, plugin-added types) contributes a type-tagged placeholder (`[image]`, `[tool-call: name(args)]`, …) so the summarizer is told what existed rather than silently dropping it.
- **Dynamic convergence** — no static summary-length config pretends to bound what the model will write. If framing/estimator/system overhead leaves the compacted surface above threshold, `compactIfNeeded()` re-compacts the head checkpoint up to `compactionRetries` extra times; if it still cannot get below threshold, it throws. A summary whose estimated stored size is not smaller than the shadowed content fails closed before it mutates the surface.
- **Summarization** — `summarize()`: a `GenerateOptions` request assembled via `BlockAssembler` with a fixed system prompt that asks for a structured checkpoint (Primary Request and Intent · Key Technical Concepts · Files and Code · Errors and Fixes · Pending Tasks · Current Work · Next Step · Critical Context), every section mandatory, exact paths/commands/identifiers preserved. The request runs through the `agent/request` waterfall before `ctx.llm.stream()`, so router agents that choose the concrete model there also route compaction summaries. `maxTokens` is the provider-side generation cap; reasoning blocks from reasoning-capable APIs are stripped before the checkpoint is stored. The compacted region is flattened to a plain-text transcript first: text and reasoning contribute their text, and every non-text block (image, tool-call, tool-result, plugin-added types) contributes a type-tagged placeholder (`[image]`, `[tool-call: name(args)]`, …) so the summarizer is told what existed rather than silently dropping it.
- **Checkpoint framing** — the raw summary is not landed directly. `compactRegion()` wraps it in a checkpoint preamble (so a resuming model reads it as a checkpoint, not a fresh user request, and builds on the captured context rather than restating it) plus `<compacted-summary>…</compacted-summary>` tags. Because region compaction can be invoked manually, a surface may hold several checkpoints, so the framing does not claim everything after it is recent or verbatim. The tags make a prior checkpoint detectable in the transcript on the next compaction cycle: the summarization prompt then instructs the model to merge it in place (preserve still-true facts, drop stale ones) rather than re-summarize it verbatim — a cheap incremental merge that needs no extra log/event machinery. The unframed summary stays on the `compact/summary` provenance event.
- **Surface mutation** — `compactRegion()` appends the `compact/start``compact/summary``compact/end` log records and the single `user/message` replace node carrying the framed summary (see the interface README).
- **Auto-compaction** — an `agent/pre-step` listener delegates to `compactIfNeeded()` before every step (not just a turn's first — a tool-heavy turn grows the surface mid-turn, so a runaway turn still compacts, and per-step firing is the only moment to rescue it before overflow). `agent/pre-step` is a serial (awaited, in-order, no-veto) surface-mutation checkpoint that fires after `turn/start` and BEFORE the step opens (`step/start`) and its request history is derived, so compaction mutates the surface — with its log-only `compact/*` records landing cleanly outside any step — and the loop derives once from the result: no double-derive, and the listener cannot see (or need to rewrite) an already-assembled `messages` array. The listener owns no threshold logic of its own (the single token-pressure check lives in `compactIfNeeded()`).
@@ -27,7 +27,8 @@ The abstract contract states only WHAT compaction does; this backend owns every
| `thresholdRatio` | `0.8` | Compact when estimated usage exceeds this fraction of the window. |
| `retainTokens` | `20480` | Tokens of recent context to keep intact. |
| `summarizationModel` | `''` | Model for summarization (empty → use the agent's model). |
| `summarizationMaxTokens` | `2048` | Max tokens for the summary response. |
| `maxTokens` | `8192` | Provider generation cap for the summarization call; may include reasoning tokens. |
| `compactionRetries` | `1` | Extra compaction attempts after the first if the compacted surface remains over threshold. |
| `auto` | `true` | Register the `agent/pre-step` auto-compaction listener. Set `false` for manual-only. |
## Usage