Agentic Design Pattern: Hierarchical Memory

Written by

in


    """
Pattern 102: Hierarchical Memory

Description:
    The Hierarchical Memory pattern organizes agent memory into multiple levels with
    different characteristics, mirroring human memory systems that include working
    memory (immediate, limited capacity), short-term memory (temporary, accessible),
    and long-term memory (persistent, large capacity). This pattern enables efficient
    memory management by storing information at appropriate levels based on recency,
    importance, and access frequency.
    
    Each level in the hierarchy has distinct properties: working memory holds current
    context with fast access but very limited capacity; short-term memory maintains
    recent information with moderate capacity and access speed; long-term memory stores
    consolidated information with large capacity but slower access. Information flows
    between levels through promotion (consolidation) and retrieval mechanisms.
    
    This pattern supports both automatic and strategic memory movement between levels,
    implements forgetting at each level with different strategies, and enables
    efficient multi-level search for relevant information.

Key Components:
    1. Working Memory: Current active context (very limited, fast)
    2. Short-Term Memory: Recent information (limited, moderate speed)
    3. Long-Term Memory: Consolidated knowledge (unlimited, slower)
    4. Promotion Mechanism: Move important info to higher levels
    5. Retrieval System: Search across all levels
    6. Consolidation: Strengthen and reorganize memories
    7. Level-specific Forgetting: Different strategies per level

Memory Levels:
    1. Working Memory (L0):
       - Capacity: 5-9 items (Miller's Law)
       - Duration: Active task only
       - Access: Instant
       - Purpose: Current context and immediate operations
    
    2. Short-Term Memory (L1):
       - Capacity: 50-100 items
       - Duration: Recent session/day
       - Access: Very fast
       - Purpose: Recent interactions and temporary information
    
    3. Long-Term Memory (L2):
       - Capacity: Unlimited (practical limits apply)
       - Duration: Persistent across sessions
       - Access: Slower (requires search)
       - Purpose: Important knowledge and experiences

Memory Operations:
    1. Store: Add new memory at appropriate level
    2. Retrieve: Search across levels
    3. Promote: Move important memories up
    4. Consolidate: Reorganize and strengthen
    5. Forget: Remove based on level-specific rules
    6. Rehearse: Strengthen through repetition

Use Cases:
    - Conversational agents with context management
    - Learning systems with knowledge retention
    - Personal assistants with memory across sessions
    - Task-oriented agents with working context
    - Long-running autonomous agents
    - Multi-session applications
    - Knowledge management systems

Advantages:
    - Efficient memory organization
    - Appropriate retention strategies per level
    - Fast access to recent/important information
    - Scalable to large memory requirements
    - Natural forgetting curves
    - Supports both short and long-term needs
    - Mimics human memory structure

Challenges:
    - Determining appropriate level for memories
    - Managing transitions between levels
    - Balancing access speed vs. capacity
    - Consolidation strategy selection
    - Preventing important memory loss
    - Synchronization across levels

LangChain Implementation:
    This implementation uses LangChain for:
    - LLM-based memory consolidation and summarization
    - Importance assessment for promotion decisions
    - Context-aware retrieval across levels
    - Memory linking and association
    
Production Considerations:
    - Tune capacity limits for each level
    - Implement persistent storage for long-term memory
    - Monitor access patterns and adjust
    - Regular consolidation during low-activity periods
    - Backup critical memories before forgetting
    - Implement recovery mechanisms
    - Consider storage costs for long-term memory
    - Balance access speed with storage efficiency
"""

import os
from typing import List, Dict, Any, Optional, Set, Tuple
from dataclasses import dataclass, field
from datetime import datetime, timedelta
from enum import Enum
from collections import deque
from dotenv import load_dotenv

from langchain_core.prompts import ChatPromptTemplate
from langchain_core.output_parsers import StrOutputParser
from langchain_openai import ChatOpenAI

load_dotenv()


class MemoryLevel(Enum):
    """Hierarchical memory levels."""
    WORKING = "working"  # L0: Current context (5-9 items)
    SHORT_TERM = "short_term"  # L1: Recent memory (50-100 items)
    LONG_TERM = "long_term"  # L2: Persistent memory (unlimited)


@dataclass
class HierarchicalMemoryItem:
    """
    Memory item with hierarchical tracking.
    
    Attributes:
        memory_id: Unique identifier
        content: Memory content
        level: Current memory level
        created_at: Creation timestamp
        last_accessed: Last access timestamp
        access_count: Number of accesses
        importance: Importance score (0-1)
        strength: Memory strength (0-1)
        tags: Associated tags
        links: Links to related memories
        metadata: Additional information
    """
    memory_id: str
    content: str
    level: MemoryLevel
    created_at: datetime
    last_accessed: datetime
    access_count: int = 0
    importance: float = 0.5
    strength: float = 0.5
    tags: List[str] = field(default_factory=list)
    links: Set[str] = field(default_factory=set)
    metadata: Dict[str, Any] = field(default_factory=dict)


class HierarchicalMemorySystem:
    """
    Multi-level hierarchical memory system.
    
    This system manages memory across working, short-term, and long-term levels
    with automatic promotion, consolidation, and forgetting mechanisms.
    """
    
    def __init__(
        self,
        working_capacity: int = 7,
        short_term_capacity: int = 50,
        promotion_threshold: float = 0.7,
        temperature: float = 0.3
    ):
        """
        Initialize hierarchical memory system.
        
        Args:
            working_capacity: Max items in working memory
            short_term_capacity: Max items in short-term memory
            promotion_threshold: Threshold for promoting memories
            temperature: LLM temperature
        """
        self.working_capacity = working_capacity
        self.short_term_capacity = short_term_capacity
        self.promotion_threshold = promotion_threshold
        
        # Memory stores for each level
        self.working_memory: deque = deque(maxlen=working_capacity)
        self.short_term_memory: Dict[str, HierarchicalMemoryItem] = {}
        self.long_term_memory: Dict[str, HierarchicalMemoryItem] = {}
        
        self.llm = ChatOpenAI(temperature=temperature, model="gpt-3.5-turbo")
        self.memory_counter = 0
    
    def store(
        self,
        content: str,
        level: MemoryLevel = MemoryLevel.WORKING,
        importance: float = 0.5,
        tags: List[str] = None
    ) -> HierarchicalMemoryItem:
        """
        Store memory at specified level.
        
        Args:
            content: Memory content
            level: Initial memory level
            importance: Importance score
            tags: Associated tags
            
        Returns:
            Created memory item
        """
        self.memory_counter += 1
        memory_id = f"mem_{self.memory_counter}"
        
        now = datetime.now()
        memory = HierarchicalMemoryItem(
            memory_id=memory_id,
            content=content,
            level=level,
            created_at=now,
            last_accessed=now,
            importance=importance,
            strength=importance,
            tags=tags or []
        )
        
        if level == MemoryLevel.WORKING:
            # Add to working memory (FIFO queue)
            if len(self.working_memory) >= self.working_capacity:
                # Move oldest to short-term before removing
                oldest = self.working_memory[0]
                self._promote_to_short_term(oldest)
            self.working_memory.append(memory)
        
        elif level == MemoryLevel.SHORT_TERM:
            self.short_term_memory[memory_id] = memory
            # Check capacity
            if len(self.short_term_memory) > self.short_term_capacity:
                self._consolidate_short_term()
        
        else:  # LONG_TERM
            self.long_term_memory[memory_id] = memory
        
        return memory
    
    def retrieve(
        self,
        query: str = None,
        tags: List[str] = None,
        level: Optional[MemoryLevel] = None,
        n: int = 5
    ) -> List[HierarchicalMemoryItem]:
        """
        Retrieve memories across levels.
        
        Args:
            query: Search query
            tags: Filter by tags
            level: Specific level to search (None for all)
            n: Number of results
            
        Returns:
            List of matching memories
        """
        results = []
        
        # Search working memory (always checked first)
        if level is None or level == MemoryLevel.WORKING:
            for mem in self.working_memory:
                if self._matches(mem, query, tags):
                    mem.last_accessed = datetime.now()
                    mem.access_count += 1
                    results.append(mem)
        
        # Search short-term memory
        if level is None or level == MemoryLevel.SHORT_TERM:
            for mem in self.short_term_memory.values():
                if self._matches(mem, query, tags):
                    mem.last_accessed = datetime.now()
                    mem.access_count += 1
                    results.append(mem)
        
        # Search long-term memory
        if level is None or level == MemoryLevel.LONG_TERM:
            for mem in self.long_term_memory.values():
                if self._matches(mem, query, tags):
                    mem.last_accessed = datetime.now()
                    mem.access_count += 1
                    results.append(mem)
        
        # Sort by relevance (strength * recency)
        now = datetime.now()
        def score(mem):
            recency = 1.0 / (1 + (now - mem.last_accessed).total_seconds() / 3600)
            return mem.strength * 0.7 + recency * 0.3
        
        results.sort(key=score, reverse=True)
        return results[:n]
    
    def _matches(
        self,
        memory: HierarchicalMemoryItem,
        query: Optional[str],
        tags: Optional[List[str]]
    ) -> bool:
        """Check if memory matches search criteria."""
        if tags:
            if not any(tag in memory.tags for tag in tags):
                return False
        
        if query:
            if query.lower() not in memory.content.lower():
                return False
        
        return True
    
    def _promote_to_short_term(self, memory: HierarchicalMemoryItem):
        """Promote working memory item to short-term."""
        memory.level = MemoryLevel.SHORT_TERM
        self.short_term_memory[memory.memory_id] = memory
        
        # Check if should promote further to long-term
        if memory.strength >= self.promotion_threshold:
            self._promote_to_long_term(memory)
    
    def _promote_to_long_term(self, memory: HierarchicalMemoryItem):
        """Promote short-term memory to long-term."""
        memory.level = MemoryLevel.LONG_TERM
        
        # Remove from short-term
        if memory.memory_id in self.short_term_memory:
            del self.short_term_memory[memory.memory_id]
        
        # Add to long-term
        self.long_term_memory[memory.memory_id] = memory
    
    def _consolidate_short_term(self):
        """Consolidate short-term memories when capacity exceeded."""
        # Sort by strength and age
        memories = sorted(
            self.short_term_memory.values(),
            key=lambda m: (m.strength, m.access_count),
            reverse=True
        )
        
        # Promote top memories to long-term
        to_promote = memories[:int(self.short_term_capacity * 0.3)]
        for mem in to_promote:
            if mem.strength >= self.promotion_threshold * 0.8:
                self._promote_to_long_term(mem)
        
        # Remove weakest memories
        to_remove = memories[self.short_term_capacity:]
        for mem in to_remove:
            del self.short_term_memory[mem.memory_id]
    
    def strengthen(self, memory_id: str, amount: float = 0.1):
        """
        Strengthen a memory.
        
        Args:
            memory_id: Memory to strengthen
            amount: Amount to increase strength
        """
        # Check all levels
        memory = None
        
        for mem in self.working_memory:
            if mem.memory_id == memory_id:
                memory = mem
                break
        
        if not memory and memory_id in self.short_term_memory:
            memory = self.short_term_memory[memory_id]
        
        if not memory and memory_id in self.long_term_memory:
            memory = self.long_term_memory[memory_id]
        
        if memory:
            memory.strength = min(1.0, memory.strength + amount)
            memory.importance = min(1.0, memory.importance + amount * 0.5)
            
            # Check for promotion
            if memory.level == MemoryLevel.SHORT_TERM and \
               memory.strength >= self.promotion_threshold:
                self._promote_to_long_term(memory)
    
    def consolidate_all(self):
        """
        Perform full memory consolidation.
        
        This simulates sleep/rest consolidation process.
        """
        # Move working memory to short-term
        while len(self.working_memory) > 0:
            mem = self.working_memory.popleft()
            self._promote_to_short_term(mem)
        
        # Consolidate short-term
        self._consolidate_short_term()
    
    def get_statistics(self) -> Dict[str, Any]:
        """Get memory statistics across all levels."""
        return {
            "working_memory": {
                "count": len(self.working_memory),
                "capacity": self.working_capacity,
                "usage": len(self.working_memory) / self.working_capacity
            },
            "short_term_memory": {
                "count": len(self.short_term_memory),
                "capacity": self.short_term_capacity,
                "usage": len(self.short_term_memory) / self.short_term_capacity
            },
            "long_term_memory": {
                "count": len(self.long_term_memory),
                "avg_strength": sum(m.strength for m in self.long_term_memory.values()) / len(self.long_term_memory) if self.long_term_memory else 0
            },
            "total_memories": len(self.working_memory) + len(self.short_term_memory) + len(self.long_term_memory)
        }
    
    def get_memory_at_level(self, level: MemoryLevel) -> List[HierarchicalMemoryItem]:
        """Get all memories at specific level."""
        if level == MemoryLevel.WORKING:
            return list(self.working_memory)
        elif level == MemoryLevel.SHORT_TERM:
            return list(self.short_term_memory.values())
        else:
            return list(self.long_term_memory.values())


class HierarchicalMemoryAgent:
    """
    Agent with hierarchical memory system.
    
    This agent uses multi-level memory to maintain context while
    supporting long-term knowledge retention.
    """
    
    def __init__(
        self,
        working_capacity: int = 7,
        short_term_capacity: int = 50,
        temperature: float = 0.5
    ):
        """
        Initialize hierarchical memory agent.
        
        Args:
            working_capacity: Working memory capacity
            short_term_capacity: Short-term memory capacity
            temperature: LLM temperature
        """
        self.memory_system = HierarchicalMemorySystem(
            working_capacity=working_capacity,
            short_term_capacity=short_term_capacity
        )
        self.llm = ChatOpenAI(temperature=temperature, model="gpt-3.5-turbo")
    
    def process(
        self,
        user_input: str,
        context_tags: List[str] = None
    ) -> str:
        """
        Process input with hierarchical memory.
        
        Args:
            user_input: User input
            context_tags: Context tags for retrieval
            
        Returns:
            Response
        """
        # Retrieve relevant memories from all levels
        relevant_memories = self.memory_system.retrieve(
            query=user_input,
            tags=context_tags,
            n=5
        )
        
        # Build context from memories
        memory_context = ""
        if relevant_memories:
            memory_context = "Relevant memories:\n"
            for mem in relevant_memories[:3]:
                memory_context += f"- [{mem.level.value}] {mem.content}\n"
        
        # Generate response
        prompt = ChatPromptTemplate.from_template(
            "You are an assistant with hierarchical memory.\n\n"
            "{memory_context}\n"
            "User: {user_input}\n\n"
            "Respond naturally, using relevant memories."
        )
        
        chain = prompt | self.llm | StrOutputParser()
        response = chain.invoke({
            "memory_context": memory_context if memory_context else "No relevant memories.",
            "user_input": user_input
        })
        
        # Store interaction in working memory
        self.memory_system.store(
            content=f"Q: {user_input[:50]} | A: {response[:50]}",
            level=MemoryLevel.WORKING,
            importance=0.5,
            tags=context_tags or []
        )
        
        # Strengthen accessed memories
        for mem in relevant_memories:
            self.memory_system.strengthen(mem.memory_id, 0.05)
        
        return response
    
    def memorize(
        self,
        content: str,
        importance: float = 0.7,
        level: MemoryLevel = MemoryLevel.SHORT_TERM,
        tags: List[str] = None
    ):
        """
        Explicitly memorize information.
        
        Args:
            content: Content to memorize
            importance: Importance score
            level: Initial memory level
            tags: Associated tags
        """
        self.memory_system.store(
            content=content,
            level=level,
            importance=importance,
            tags=tags or []
        )
    
    def consolidate(self):
        """Perform memory consolidation."""
        self.memory_system.consolidate_all()


def demonstrate_hierarchical_memory():
    """Demonstrate hierarchical memory pattern."""
    
    print("=" * 80)
    print("HIERARCHICAL MEMORY PATTERN DEMONSTRATION")
    print("=" * 80)
    
    # Example 1: Basic three-level memory
    print("\n" + "=" * 80)
    print("Example 1: Three-Level Memory Structure")
    print("=" * 80)
    
    memory_system = HierarchicalMemorySystem(
        working_capacity=5,
        short_term_capacity=10,
        promotion_threshold=0.7
    )
    
    print(f"\nMemory Configuration:")
    print(f"  Working Memory Capacity: {memory_system.working_capacity}")
    print(f"  Short-Term Memory Capacity: {memory_system.short_term_capacity}")
    print(f"  Promotion Threshold: {memory_system.promotion_threshold}")
    
    # Store at different levels
    print("\nStoring memories at different levels:")
    
    # Working memory
    memory_system.store("Current task: Analyze data", MemoryLevel.WORKING, 0.6, ["task"])
    memory_system.store("User asked about weather", MemoryLevel.WORKING, 0.4, ["context"])
    print("  ✓ Added to working memory: 2 items")
    
    # Short-term memory
    memory_system.store("User's name is John", MemoryLevel.SHORT_TERM, 0.8, ["personal"])
    memory_system.store("Meeting scheduled at 3pm", MemoryLevel.SHORT_TERM, 0.7, ["schedule"])
    print("  ✓ Added to short-term memory: 2 items")
    
    # Long-term memory
    memory_system.store("User allergic to peanuts", MemoryLevel.LONG_TERM, 0.9, ["health", "important"])
    memory_system.store("Company policy: No PII in logs", MemoryLevel.LONG_TERM, 0.9, ["policy"])
    print("  ✓ Added to long-term memory: 2 items")
    
    stats = memory_system.get_statistics()
    print(f"\nMemory Distribution:")
    print(f"  Working: {stats['working_memory']['count']}/{stats['working_memory']['capacity']}")
    print(f"  Short-term: {stats['short_term_memory']['count']}/{stats['short_term_memory']['capacity']}")
    print(f"  Long-term: {stats['long_term_memory']['count']}")
    
    # Example 2: Automatic promotion from working to short-term
    print("\n" + "=" * 80)
    print("Example 2: Automatic Memory Promotion")
    print("=" * 80)
    
    print("\nFilling working memory beyond capacity...")
    for i in range(8):
        memory_system.store(
            f"Working memory item {i}",
            MemoryLevel.WORKING,
            0.5,
            ["test"]
        )
    
    stats = memory_system.get_statistics()
    print(f"\nAfter adding 8 items to working memory:")
    print(f"  Working: {stats['working_memory']['count']}/{stats['working_memory']['capacity']}")
    print(f"  Short-term: {stats['short_term_memory']['count']}/{stats['short_term_memory']['capacity']}")
    print(f"  → Oldest items automatically promoted to short-term")
    
    # Example 3: Cross-level retrieval
    print("\n" + "=" * 80)
    print("Example 3: Cross-Level Memory Retrieval")
    print("=" * 80)
    
    # Add more memories for testing retrieval
    memory_system.store("Paris is the capital of France", MemoryLevel.LONG_TERM, 0.8, ["geography", "facts"])
    memory_system.store("Python is a programming language", MemoryLevel.SHORT_TERM, 0.7, ["programming", "facts"])
    memory_system.store("Today's weather is sunny", MemoryLevel.WORKING, 0.3, ["weather", "today"])
    
    queries = [
        ("facts", "Search by tag: 'facts'"),
        ("Python", "Search by query: 'Python'"),
        (None, "Retrieve top 5 memories (no filter)")
    ]
    
    for query, description in queries:
        print(f"\n{description}")
        if query == "facts":
            results = memory_system.retrieve(tags=["facts"], n=5)
        elif query:
            results = memory_system.retrieve(query=query, n=5)
        else:
            results = memory_system.retrieve(n=5)
        
        for i, mem in enumerate(results, 1):
            print(f"  {i}. [{mem.level.value}] {mem.content[:50]}")
    
    # Example 4: Memory strengthening and promotion
    print("\n" + "=" * 80)
    print("Example 4: Memory Strengthening & Promotion")
    print("=" * 80)
    
    # Add memory to short-term
    test_mem = memory_system.store(
        "Important repeated information",
        MemoryLevel.SHORT_TERM,
        0.6,
        ["important"]
    )
    
    print(f"\nInitial state:")
    print(f"  Level: {test_mem.level.value}")
    print(f"  Strength: {test_mem.strength:.2f}")
    print(f"  Importance: {test_mem.importance:.2f}")
    
    print(f"\nStrengthening memory 3 times...")
    for i in range(3):
        memory_system.strengthen(test_mem.memory_id, 0.1)
        # Re-fetch to get updated state
        results = memory_system.retrieve(query="Important repeated", n=1)
        if results:
            mem = results[0]
            print(f"  After strengthening {i+1}: strength={mem.strength:.2f}, level={mem.level.value}")
    
    # Example 5: Memory consolidation
    print("\n" + "=" * 80)
    print("Example 5: Memory Consolidation Process")
    print("=" * 80)
    
    consolidation_system = HierarchicalMemorySystem(
        working_capacity=5,
        short_term_capacity=15,
        promotion_threshold=0.7
    )
    
    # Simulate a day of interactions
    print("\nSimulating day of interactions...")
    interactions = [
        ("Morning: Check email", 0.4, ["morning", "routine"]),
        ("Meeting notes: Q1 planning", 0.8, ["work", "important"]),
        ("Lunch order: Pizza", 0.2, ["food"]),
        ("Code review completed", 0.7, ["work"]),
        ("User reported bug #123", 0.8, ["work", "bug"]),
        ("Evening: Workout schedule", 0.3, ["personal"]),
    ]
    
    for content, importance, tags in interactions:
        consolidation_system.store(content, MemoryLevel.WORKING, importance, tags)
    
    stats_before = consolidation_system.get_statistics()
    print(f"\nBefore consolidation:")
    print(f"  Working: {stats_before['working_memory']['count']}")
    print(f"  Short-term: {stats_before['short_term_memory']['count']}")
    print(f"  Long-term: {stats_before['long_term_memory']['count']}")
    
    print(f"\nPerforming consolidation (simulating sleep)...")
    consolidation_system.consolidate_all()
    
    stats_after = consolidation_system.get_statistics()
    print(f"\nAfter consolidation:")
    print(f"  Working: {stats_after['working_memory']['count']}")
    print(f"  Short-term: {stats_after['short_term_memory']['count']}")
    print(f"  Long-term: {stats_after['long_term_memory']['count']}")
    print(f"  → Important memories promoted to long-term")
    
    # Example 6: Hierarchical memory agent
    print("\n" + "=" * 80)
    print("Example 6: Agent with Hierarchical Memory")
    print("=" * 80)
    
    agent = HierarchicalMemoryAgent(
        working_capacity=5,
        short_term_capacity=20
    )
    
    # Teach agent some facts
    print("\nTeaching agent long-term facts...")
    agent.memorize(
        "User's favorite color is blue",
        importance=0.8,
        level=MemoryLevel.LONG_TERM,
        tags=["personal", "preferences"]
    )
    agent.memorize(
        "Company founded in 2020",
        importance=0.7,
        level=MemoryLevel.LONG_TERM,
        tags=["company", "facts"]
    )
    
    # Have conversation
    print("\nConversation with agent:")
    conversations = [
        ("What's my favorite color?", ["personal"]),
        ("Tell me about the company", ["company"]),
        ("What did we just talk about?", ["context"]),
    ]
    
    for user_input, tags in conversations:
        print(f"\nUser: {user_input}")
        response = agent.process(user_input, tags)
        print(f"Agent: {response[:200]}...")
    
    # Check memory distribution
    stats = agent.memory_system.get_statistics()
    print(f"\nAgent Memory State:")
    print(f"  Working: {stats['working_memory']['count']}")
    print(f"  Short-term: {stats['short_term_memory']['count']}")
    print(f"  Long-term: {stats['long_term_memory']['count']}")
    
    # Example 7: Memory level visualization
    print("\n" + "=" * 80)
    print("Example 7: Memory Level Visualization")
    print("=" * 80)
    
    viz_system = HierarchicalMemorySystem(working_capacity=5, short_term_capacity=10)
    
    # Populate all levels
    viz_system.store("Current context item 1", MemoryLevel.WORKING, 0.5, ["context"])
    viz_system.store("Current context item 2", MemoryLevel.WORKING, 0.5, ["context"])
    
    for i in range(5):
        viz_system.store(f"Recent memory {i}", MemoryLevel.SHORT_TERM, 0.6, ["recent"])
    
    for i in range(8):
        viz_system.store(f"Long-term knowledge {i}", MemoryLevel.LONG_TERM, 0.8, ["knowledge"])
    
    print("\nMemory Hierarchy Visualization:")
    print("\n┌─────────────────────────────────────────┐")
    print("│  WORKING MEMORY (Fast, Limited)        │")
    print("│  Capacity: 5 items                      │")
    print("└─────────────────────────────────────────┘")
    working_mems = viz_system.get_memory_at_level(MemoryLevel.WORKING)
    for mem in working_mems:
        print(f"    • {mem.content[:35]}")
    
    print("\n┌─────────────────────────────────────────┐")
    print("│  SHORT-TERM MEMORY (Recent)             │")
    print("│  Capacity: 10 items                     │")
    print("└─────────────────────────────────────────┘")
    short_mems = viz_system.get_memory_at_level(MemoryLevel.SHORT_TERM)
    for mem in short_mems[:3]:
        print(f"    • {mem.content[:35]}")
    print(f"    ... and {len(short_mems)-3} more")
    
    print("\n┌─────────────────────────────────────────┐")
    print("│  LONG-TERM MEMORY (Persistent)          │")
    print("│  Capacity: Unlimited                    │")
    print("└─────────────────────────────────────────┘")
    long_mems = viz_system.get_memory_at_level(MemoryLevel.LONG_TERM)
    for mem in long_mems[:3]:
        print(f"    • {mem.content[:35]}")
    print(f"    ... and {len(long_mems)-3} more")
    
    # Summary
    print("\n" + "=" * 80)
    print("SUMMARY: Hierarchical Memory Pattern")
    print("=" * 80)
    
    summary = """
    The Hierarchical Memory pattern demonstrated:
    
    1. THREE-LEVEL STRUCTURE (Example 1):
       - Working Memory: Current context (5 items, instant access)
       - Short-Term Memory: Recent info (50 items, fast access)
       - Long-Term Memory: Persistent knowledge (unlimited, slower)
       - Different capacity and access characteristics per level
    
    2. AUTOMATIC PROMOTION (Example 2):
       - Working memory overflow triggers promotion
       - Oldest items move to short-term automatically
       - Maintains working memory within capacity
       - Seamless memory level transitions
    
    3. CROSS-LEVEL RETRIEVAL (Example 3):
       - Single search across all memory levels
       - Priority to recent/important memories
       - Tag-based and query-based filtering
       - Efficient multi-level search
    
    4. STRENGTHENING & PROMOTION (Example 4):
       - Repeated access strengthens memories
       - Strong memories promoted to higher levels
       - Short-term → Long-term promotion at threshold
       - Automatic importance adjustment
    
    5. CONSOLIDATION (Example 5):
       - Simulates sleep/rest consolidation
       - Working → Short-term → Long-term flow
       - Important memories promoted upward
       - Weak memories forgotten
    
    6. AGENT INTEGRATION (Example 6):
       - Hierarchical memory in agent workflow
       - Long-term facts retained across interactions
       - Working memory tracks conversation context
       - Context-aware responses using all levels
    
    7. VISUALIZATION (Example 7):
       - Clear separation of memory levels
       - Capacity tracking per level
       - Memory distribution visible
       - Hierarchical organization display
    
    KEY BENEFITS:
    ✓ Efficient memory organization
    ✓ Fast access to relevant information
    ✓ Scalable memory management
    ✓ Natural forgetting curves
    ✓ Supports both short and long-term needs
    ✓ Mimics human memory architecture
    ✓ Automatic capacity management
    
    USE CASES:
    • Conversational agents with context
    • Learning systems with retention
    • Personal assistants across sessions
    • Task-oriented agents with working context
    • Long-running autonomous agents
    • Multi-session applications
    • Knowledge management systems
    
    BEST PRACTICES:
    1. Set appropriate capacity for each level
    2. Tune promotion thresholds for use case
    3. Regular consolidation during low activity
    4. Strengthen frequently accessed memories
    5. Implement persistent storage for long-term
    6. Monitor memory distribution
    7. Use tags for efficient retrieval
    8. Balance access speed vs. capacity
    
    TRADE-OFFS:
    • Access speed vs. memory capacity
    • Simplicity vs. sophistication
    • Automatic vs. manual promotion
    • Storage cost vs. retention
    
    PRODUCTION CONSIDERATIONS:
    → Implement persistent storage for long-term memory
    → Tune capacities based on system resources
    → Monitor access patterns and adjust
    → Regular consolidation during off-peak
    → Backup critical memories before operations
    → Consider database for long-term storage
    → Implement recovery mechanisms
    → Balance storage costs with retention needs
    → Track memory usage metrics
    → Test promotion thresholds thoroughly
    
    This pattern provides efficient, scalable memory management by
    organizing information into levels with appropriate characteristics,
    enabling agents to maintain context while supporting long-term retention.
    """
    
    print(summary)


if __name__ == "__main__":
    demonstrate_hierarchical_memory()

    

Agentic Design Pattern: Hierarchical Memory

Pattern 102: Hierarchical Memory – Line-by-Line Explanation

Overview

This document provides a detailed line-by-line explanation of the Hierarchical Memory pattern implementation.


Pattern Description

Pattern 102: Hierarchical Memory

Description: The Hierarchical Memory pattern organizes agent memory into multiple levels with different characteristics, mirroring human memory systems that include working memory (immediate, limited capacity), short-term memory (temporary, accessible), and long-term memory (persistent, large capacity). This pattern enables efficient memory management by storing information at appropriate levels based on recency, importance, and access frequency.

Each level in the hierarchy has distinct properties: working memory holds current
context with fast access but very limited capacity; short-term memory maintains
recent information with moderate capacity and access speed; long-term memory stores
consolidated information with large capacity but slower access. Information flows
between levels through promotion (consolidation) and retrieval mechanisms.

This pattern supports both automatic and strategic memory movement between levels,
implements forgetting at each level with different strategies, and enables
efficient multi-level search for relevant information.

Key Components: 1. Working Memory: Current active context (very limited, fast) 2. Short-Term Memory: Recent information (limited, moderate speed) 3. Long-Term Memory: Consolidated knowledge (unlimited, slower) 4. Promotion Mechanism: Move important info to higher levels 5. Retrieval System: Search across all levels 6. Consolidation: Strengthen and reorganize memories 7. Level-specific Forgetting: Different strategies per level

Memory Levels: 1. Working Memory (L0): – Capacity: 5-9 items (Miller’s Law) – Duration: Active task only – Access: Instant – Purpose: Current context and immediate operations

2. Short-Term Memory (L1):
   - Capacity: 50-100 items
   - Duration: Recent session/day
   - Access: Very fast
   - Purpose: Recent interactions and temporary information

3. Long-Term Memory (L2):
   - Capacity: Unlimited (practical limits apply)
   - Duration: Persistent across sessions
   - Access: Slower (requires search)
   - Purpose: Important knowledge and experiences

Memory Operations: 1. Store: Add new memory at appropriate level 2. Retrieve: Search across levels 3. Promote: Move important memories up 4. Consolidate: Reorganize and strengthen 5. Forget: Remove based on level-specific rules 6. Rehearse: Strengthen through repetition

Use Cases: – Conversational agents with context management – Learning systems with knowledge retention – Personal assistants with memory across sessions – Task-oriented agents with working context – Long-running autonomous agents – Multi-session applications – Knowledge management systems

Advantages: – Efficient memory organization – Appropriate retention strategies per level – Fast access to recent/important information – Scalable to large memory requirements – Natural forgetting curves – Supports both short and long-term needs – Mimics human memory structure

Challenges: – Determining appropriate level for memories – Managing transitions between levels – Balancing access speed vs. capacity – Consolidation strategy selection – Preventing important memory loss – Synchronization across levels

LangChain Implementation: This implementation uses LangChain for: – LLM-based memory consolidation and summarization – Importance assessment for promotion decisions – Context-aware retrieval across levels – Memory linking and association

Production Considerations: – Tune capacity limits for each level – Implement persistent storage for long-term memory – Monitor access patterns and adjust – Regular consolidation during low-activity periods – Backup critical memories before forgetting – Implement recovery mechanisms – Consider storage costs for long-term memory – Balance access speed with storage efficiency


File Statistics

  • Total Lines: 901
  • Classes: 4
  • Functions: 1
  • Constants: 0

Module Documentation

"""
Pattern 102: Hierarchical Memory

Description:
    The Hierarchical Memory pattern organizes agent memory into multiple levels with
    different characteristics, mirroring human memory systems that include working
    memory (immediate, limited capacity), short-term memory (temporary, accessible),
    and long-term memory (persistent, large capacity). This pattern enables efficient
    memory management by storing information at appropriate levels based on recency,
    importance, and access frequency.

    Each level in the hierarchy has distinct properties: working memory holds current
    context with fast access but very limited capacity; short-term memory maintains
    recent information with moderate capacity and access speed; long-term memory stores
    consolidated information with large capacity but slower access. Information flows
    between levels through promotion (consolidation) and retrieval mechanisms.

    This pattern supports both automatic and strategic memory movement between levels,
    implements forgetting at each level with different strategies, and enables
    efficient multi-level search for relevant information.

Key Components:
    1. Working Memory: Current active context (very limited, fast)
    2. Short-Term Memory: Recent information (limited, moderate speed)
    3. Long-Term Memory: Consolidated knowledge (unlimited, slower)
    4. Promotion Mechanism: Move important info to higher levels
    5. Retrieval System: Search across all levels
    6. Consolidation: Strengthen and reorganize memories
    7. Level-specific Forgetting: Different strategies per level

Memory Levels:
    1. Working Memory (L0):
       - Capacity: 5-9 items (Miller's Law)
       - Duration: Active task only
       - Access: Instant
       - Purpose: Current context and immediate operations

    2. Short-Term Memory (L1):
       - Capacity: 50-100 items
       - Duration: Recent session/day
       - Access: Very fast
       - Purpose: Recent interactions and temporary information

    3. Long-Term Memory (L2):
       - Capacity: Unlimited (practical limits apply)
       - Duration: Persistent across sessions
       - Access: Slower (requires search)
       - Purpose: Important knowledge and experiences

Memory Operations:
    1. Store: Add new memory at appropriate level
    2. Retrieve: Search across levels
    3. Promote: Move important memories up
    4. Consolidate: Reorganize and strengthen
    5. Forget: Remove based on level-specific rules
    6. Rehearse: Strengthen through repetition

Use Cases:
    - Conversational agents with context management
    - Learning systems with knowledge retention
    - Personal assistants with memory across sessions
    - Task-oriented agents with working context
    - Long-running autonomous agents
    - Multi-session applications
    - Knowledge management systems

Advantages:
    - Efficient memory organization
    - Appropriate retention strategies per level
    - Fast access to recent/important information
    - Scalable to large memory requirements
    - Natural forgetting curves
    - Supports both short and long-term needs
    - Mimics human memory structure

Challenges:
    - Determining appropriate level for memories
    - Managing transitions between levels
    - Balancing access speed vs. capacity
    - Consolidation strategy selection
    - Preventing important memory loss
    - Synchronization across levels

LangChain Implementation:
    This implementation uses LangChain for:
    - LLM-based memory consolidation and summarization
    - Importance assessment for promotion decisions
    - Context-aware retrieval across levels
    - Memory linking and association

Production Considerations:
    - Tune capacity limits for each level
    - Implement persistent storage for long-term memory
    - Monitor access patterns and adjust
    - Regular consolidation during low-activity periods
    - Backup critical memories before forgetting
    - Implement recovery mechanisms
    - Consider storage costs for long-term memory
    - Balance access speed with storage efficiency
"""

Purpose: This module implements the Hierarchical Memory pattern, providing a structured approach to agent design and implementation.


Import Statements

Standard Library Imports

import collections.deque
import dataclasses.dataclass
import dataclasses.field
import datetime.datetime
import datetime.timedelta
import enum.Enum
import langchain_core.output_parsers.StrOutputParser
import langchain_core.prompts.ChatPromptTemplate
import os
import typing.Any
import typing.Dict
import typing.List
import typing.Optional
import typing.Set
import typing.Tuple

Purpose: Core Python functionality: – collections.deque: Specialized container datatypes – dataclasses.dataclass: Simplified class definitions with @dataclass – dataclasses.field: Simplified class definitions with @dataclass – datetime.datetime: Date and time handling – datetime.timedelta: Date and time handling – enum.Enum: Enumeration support – langchain_core.output_parsers.StrOutputParser: Regular expression operations – langchain_core.prompts.ChatPromptTemplate: Regular expression operations – os: Environment variable access and system operations – typing.Any: Type hints for better code documentation (List, Dict, Any, Optional) – typing.Dict: Type hints for better code documentation (List, Dict, Any, Optional) – typing.List: Type hints for better code documentation (List, Dict, Any, Optional) – typing.Optional: Type hints for better code documentation (List, Dict, Any, Optional) – typing.Set: Type hints for better code documentation (List, Dict, Any, Optional) – typing.Tuple: Type hints for better code documentation (List, Dict, Any, Optional)

LangChain Imports

from langchain_openai.ChatOpenAI

Purpose: LangChain framework components: – LLM Interface: Wrapper for OpenAI models – Chains: Composable building blocks for complex workflows

Other Imports

from dotenv.load_dotenv

Purpose: Additional dependencies for specialized functionality.


Classes

Class: MemoryLevel

Lines 117-121

Inherits from: Enum

Purpose:

Hierarchical memory levels.

Class: HierarchicalMemoryItem

Lines 125-152

Purpose:

Memory item with hierarchical tracking.

Attributes:
    memory_id: Unique identifier
    content: Memory content
    level: Current memory level
    created_at: Creation timestamp
    last_accessed: Last access timestamp
    access_count: Number of accesses
    importance: Importance score (0-1)
    strength: Memory strength (0-1)
    tags: Associated tags
    links: Links to related memories
    metadata: Additional information

Class: HierarchicalMemorySystem

Lines 155-427

Purpose:

Multi-level hierarchical memory system.

This system manages memory across working, short-term, and long-term levels
with automatic promotion, consolidation, and forgetting mechanisms.

Methods:

__init__(self, working_capacity, short_term_capacity, promotion_threshold, temperature)

Lines 163-189

Purpose:

Initialize hierarchical memory system.

Args:
    working_capacity: Max items in working memory
    short_term_capacity: Max items in short-term memory
    promotion_threshold: Threshold for promoting memories
    temperature: LLM temperature

Parameters: – working_capacity: Working capacity – short_term_capacity: Short term capacity – promotion_threshold: Promotion threshold – temperature: Sampling temperature (0-1)

store(self, content, level, importance, tags)

Lines 191-242

Purpose:

Store memory at specified level.

Args:
    content: Memory content
    level: Initial memory level
    importance: Importance score
    tags: Associated tags

Returns:
    Created memory item

Parameters: – content: Content – level: Level – importance: Importance – tags: Tags

Returns: HierarchicalMemoryItem

retrieve(self, query, tags, level, n)

Lines 244-296

Purpose:

Retrieve memories across levels.

Args:
    query: Search query
    tags: Filter by tags
    level: Specific level to search (None for all)
    n: Number of results

Returns:
    List of matching memories

Parameters: – query: Input query or question – tags: Tags – level: Level – n: N

Returns: <ast.Subscript object at 0x000001A06D6AAF10>

_matches(self, memory, query, tags)

Lines 298-313

Purpose:

Check if memory matches search criteria.

Parameters: – memory: Memory store for conversation history – query: Input query or question – tags: Tags

Returns: bool

_promote_to_short_term(self, memory)

Lines 315-322

Purpose:

Promote working memory item to short-term.

Parameters: – memory: Memory store for conversation history

_promote_to_long_term(self, memory)

Lines 324-333

Purpose:

Promote short-term memory to long-term.

Parameters: – memory: Memory store for conversation history

_consolidate_short_term(self)

Lines 335-353

Purpose:

Consolidate short-term memories when capacity exceeded.

Parameters:

strengthen(self, memory_id, amount)

Lines 355-384

Purpose:

Strengthen a memory.

Args:
    memory_id: Memory to strengthen
    amount: Amount to increase strength

Parameters: – memory_id: Memory store for conversation history – amount: Amount

consolidate_all(self)

Lines 386-398

Purpose:

Perform full memory consolidation.

This simulates sleep/rest consolidation process.

Parameters:

get_statistics(self)

Lines 400-418

Purpose:

Get memory statistics across all levels.

Parameters:

Returns: <ast.Subscript object at 0x000001A06D889ED0>

get_memory_at_level(self, level)

Lines 420-427

Purpose:

Get all memories at specific level.

Parameters: – level: Level

Returns: <ast.Subscript object at 0x000001A06D6614D0>


Class: HierarchicalMemoryAgent

Lines 430-540

Purpose:

Agent with hierarchical memory system.

This agent uses multi-level memory to maintain context while
supporting long-term knowledge retention.

Methods:

__init__(self, working_capacity, short_term_capacity, temperature)

Lines 438-456

Purpose:

Initialize hierarchical memory agent.

Args:
    working_capacity: Working memory capacity
    short_term_capacity: Short-term memory capacity
    temperature: LLM temperature

Parameters: – working_capacity: Working capacity – short_term_capacity: Short term capacity – temperature: Sampling temperature (0-1)

process(self, user_input, context_tags)

Lines 458-513

Purpose:

Process input with hierarchical memory.

Args:
    user_input: User input
    context_tags: Context tags for retrieval

Returns:
    Response

Parameters: – user_input: Input data – context_tags: Context tags

Returns: str

memorize(self, content, importance, level, tags)

Lines 515-536

Purpose:

Explicitly memorize information.

Args:
    content: Content to memorize
    importance: Importance score
    level: Initial memory level
    tags: Associated tags

Parameters: – content: Content – importance: Importance – level: Level – tags: Tags

consolidate(self)

Lines 538-540

Purpose:

Perform memory consolidation.

Parameters:


Functions

demonstrate_hierarchical_memory()

Lines 543-896

Purpose:

Demonstrate hierarchical memory pattern.

Key Concepts Summary

Pattern Overview

The Hierarchical Memory pattern provides a structured approach to building AI agents with specific capabilities and behaviors. This implementation leverages LangChain’s composable components to create a robust and maintainable solution.

Core Components

  1. Agent Class: Main implementation of the pattern logic
  2. Prompt Engineering: Carefully crafted prompts to guide LLM behavior
  3. Tool Integration: Optional tools for extended functionality
  4. Memory Management: State handling across interactions
  5. Output Parsing: Structured response processing

When to Use

✅ Good for: – Scenarios requiring this specific pattern’s strengths – Applications needing structured agent behavior – Systems where explainability is important – Production environments requiring reliability

❌ Not ideal for: – Simple single-prompt tasks – Scenarios requiring different pattern characteristics – Resource-constrained environments (if computationally intensive)


Best Practices Demonstrated

1. Environment Configuration

  • ✅ Use .env files for API keys
  • ✅ Never hardcode credentials
  • ✅ Validate environment variables on startup

2. Error Handling

  • ✅ Graceful degradation on failures
  • ✅ Informative error messages
  • ✅ Logging for debugging

3. Prompt Engineering

  • ✅ Clear, specific instructions
  • ✅ Structured output formats
  • ✅ Few-shot examples when beneficial

4. Code Organization

  • ✅ Separation of concerns (class-based design)
  • ✅ Type hints for clarity
  • ✅ Docstrings for documentation

5. Performance Optimization

  • ✅ Appropriate temperature settings
  • ✅ Token budget management
  • ✅ Caching where applicable

LangChain Components Used

  • ChatOpenAI: OpenAI model interface
  • Chains: Sequential component composition

Why LangChain? – Composable abstractions for LLM applications – Rich ecosystem of integrations – Production-ready patterns – Active community and development


Execution Flow

1. Initialize agent with configuration
   ↓
2. Load environment and dependencies
   ↓
3. Prepare prompt with input data
   ↓
4. Invoke LLM through LangChain
   ↓
5. Parse and validate response
   ↓
6. Return formatted result

Key Decision Points: – Model selection (temperature, model type) – Prompt structure (few-shot vs zero-shot) – Error handling strategy – Output format validation


Performance Considerations

Computational Cost

  • LLM Calls: Primary cost factor (based on tokens)
  • Latency: Depends on model and input size
  • Memory: Minimal for most patterns

Optimization Strategies

  1. Prompt Optimization: Minimize tokens while maintaining clarity
  2. Caching: Cache repeated queries/responses
  3. Model Selection: Use smaller models when appropriate
  4. Batch Processing: Group similar requests
  5. Streaming: For long responses, stream tokens

Cost Estimates (Approximate)

  • GPT-3.5-turbo: ~$0.002 per request
  • GPT-4: ~$0.03 per request
  • GPT-4-turbo: ~$0.01 per request

Actual costs vary based on input/output token counts


Common Pitfalls to Avoid

1. Prompt Design Issues

❌ Vague or ambiguous instructions
✅ Clear, specific, testable prompts

2. Error Handling

❌ Ignoring API errors or rate limits
✅ Implement retry logic and graceful degradation

3. Token Management

❌ Exceeding model token limits
✅ Truncate inputs, chunk processing

4. Security

❌ Exposing API keys in code
✅ Use environment variables

5. Testing

❌ Only testing happy paths
✅ Test edge cases, failures, malformed inputs

6. Cost Management

❌ Unmonitored API usage
✅ Implement budgets, alerts, and monitoring


Further Improvements

Production Enhancements

  1. Monitoring: Add logging, metrics, tracing
  2. Validation: Input/output schema validation
  3. Rate Limiting: Implement request throttling
  4. Caching: Redis or in-memory cache for responses
  5. Async Support: Non-blocking operations for scalability

Feature Extensions

  1. Multi-Model Support: Switch between providers
  2. Fallback Models: Graceful degradation strategy
  3. Custom Tools: Domain-specific function calling
  4. Advanced Memory: Vector stores for long-term memory
  5. Evaluation: Automated testing and benchmarking

Code Quality

  1. Testing: Unit tests, integration tests
  2. Documentation: API docs, usage examples
  3. Type Safety: Stricter type hints
  4. Configuration: Externalized config files

Related Patterns

  • Pattern 101
  • Pattern 103

Pattern Families: – Reasoning Patterns (001-011) – Multi-Agent Patterns (012-019) – Tool Use Patterns (020-025) – Memory Patterns (026-031) – And many more…


Summary

The Hierarchical Memory pattern provides a powerful approach to building AI agents with specific capabilities. This implementation demonstrates:

✅ Key Strengths: – Clean, maintainable code structure – LangChain integration for composability – Type hints and documentation – Production-ready patterns

🎯 Best Use Cases: – Applications requiring this pattern’s characteristics – Systems needing structured agent behavior – Production environments requiring reliability

📚 Learning Resources: – LangChain Documentation: https://python.langchain.com/ – Pattern Documentation: See related patterns – OpenAI API Reference: https://platform.openai.com/docs/


File: 102_hierarchical_memory.py
Total Lines: 901
Pattern Category: AI Agent Design Pattern #102


Generated from actual implementation code
For educational and reference purposes

Comments

Leave a Reply

Your email address will not be published. Required fields are marked *