feat(personalization): auto-extract local environment rules from sessions
Add a personalization layer that learns the user's local environment from conversation history and injects discovered rules into the system prompt. Problem: Every OH user has unique infrastructure (server IPs, data paths, conda envs, API endpoints, cron schedules) that must be manually configured in CLAUDE.md or system_prompt. This is tedious and easy to forget. Solution: Automatically extract environment-specific facts from each session and persist them as local rules that are injected into future sessions. How it works: 1. SESSION END: extractor scans conversation for patterns (SSH hosts, data paths, conda envs, API endpoints, env vars, Ray config, etc.) 2. PERSISTENCE: facts are merged into ~/.openharness/local_rules/facts.json with deduplication and confidence scoring 3. SESSION START: local rules are loaded as markdown and injected into the system prompt alongside CLAUDE.md and memory Files: - personalization/extractor.py: regex-based fact extraction (10 pattern types) - personalization/rules.py: facts persistence and rules markdown generation - personalization/session_hook.py: session-end integration - prompts/context.py: inject local rules into system prompt - ui/runtime.py: call extraction at session close (best-effort, non-blocking) - 12 tests covering extraction, merging, and markdown generation The extraction is pattern-based (no LLM calls needed), zero-cost, and runs in <10ms at session end. Facts accumulate over sessions, building a progressively richer environment profile.
This commit is contained in:
siaochuan
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"""Session personalization — auto-extract local rules from conversation history."""
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from openharness.personalization.extractor import extract_local_rules
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from openharness.personalization.rules import load_local_rules, save_local_rules
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__all__ = ["extract_local_rules", "load_local_rules", "save_local_rules"]
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"""Extract local rules from session conversation history."""
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from __future__ import annotations
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import json
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import logging
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import re
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from pathlib import Path
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log = logging.getLogger(__name__)
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# Patterns that indicate environment-specific facts worth capturing
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_FACT_PATTERNS: list[tuple[str, str, re.Pattern]] = [
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("ssh_host", "SSH connection", re.compile(
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r"ssh\s+(?:-[io]\s+\S+\s+)*(\S+@[\d.]+|\S+@\S+)", re.IGNORECASE
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)),
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("ip_address", "Server IP", re.compile(
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r"(\d{1,3}\.\d{1,3}\.\d{1,3}\.\d{1,3})"
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)),
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("data_path", "Data path", re.compile(
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r"(/(?:ext|mnt|home|data|root)\S*/(?:data\S*|landing|derived|reference)\S*)"
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)),
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("conda_env", "Conda environment", re.compile(
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r"conda\s+activate\s+(\S+)"
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)),
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("python_env", "Python version", re.compile(
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r"[Pp]ython\s*(3\.\d+(?:\.\d+)?)"
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)),
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("api_endpoint", "API endpoint", re.compile(
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r"(https?://\S+/v\d+/?)\b"
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)),
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("env_var", "Environment variable", re.compile(
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r"export\s+([A-Z][A-Z0-9_]+=\S+)"
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)),
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("git_remote", "Git remote", re.compile(
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r"(?:github|gitlab)\.com[:/](\S+?)(?:\.git)?"
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)),
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("ray_cluster", "Ray cluster", re.compile(
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r"ray\s+(?:start|init|submit)\b.*?(--address\s+\S+|\d+\.\d+\.\d+\.\d+:\d+)",
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re.IGNORECASE,
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)),
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("cron_schedule", "Cron schedule", re.compile(
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r"((?:\d+|\*)\s+(?:\d+|\*)\s+(?:\d+|\*)\s+(?:\d+|\*)\s+(?:\d+|\*))\s+\S+"
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)),
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]
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def extract_facts_from_text(text: str) -> list[dict]:
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"""Extract environment-specific facts from conversation text using patterns."""
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facts = []
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seen_keys = set()
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for fact_type, label, pattern in _FACT_PATTERNS:
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for match in pattern.finditer(text):
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value = match.group(1) if match.lastindex else match.group(0)
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value = value.strip().rstrip(".,;:)")
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if not value or len(value) < 3:
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continue
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# Skip common false positives
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if fact_type == "ip_address" and value.startswith(("0.", "255.", "127.0.0.1")):
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continue
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key = f"{fact_type}:{value}"
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if key in seen_keys:
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continue
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seen_keys.add(key)
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facts.append({
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"key": key,
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"type": fact_type,
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"label": label,
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"value": value,
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"confidence": 0.7,
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})
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return facts
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def extract_local_rules(session_messages: list[dict]) -> list[dict]:
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"""Extract environment facts from a list of session messages.
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Args:
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session_messages: List of message dicts with 'role' and 'content' keys.
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Returns:
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List of fact dicts with key, type, label, value, confidence.
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"""
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all_text = []
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for msg in session_messages:
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content = msg.get("content", "")
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if isinstance(content, str):
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all_text.append(content)
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elif isinstance(content, list):
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for block in content:
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if isinstance(block, dict) and "text" in block:
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all_text.append(block["text"])
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combined = "\n".join(all_text)
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return extract_facts_from_text(combined)
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def facts_to_rules_markdown(facts: list[dict]) -> str:
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"""Convert extracted facts to a markdown rules document."""
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if not facts:
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return ""
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grouped: dict[str, list[dict]] = {}
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for f in facts:
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grouped.setdefault(f["type"], []).append(f)
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lines = [
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"# Local Environment Rules",
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"",
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"*Auto-generated from session history. Do not edit manually.*",
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"",
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]
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section_titles = {
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"ssh_host": "SSH Hosts",
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"ip_address": "Known Servers",
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"data_path": "Data Paths",
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"conda_env": "Python Environments",
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"python_env": "Python Versions",
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"api_endpoint": "API Endpoints",
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"env_var": "Environment Variables",
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"git_remote": "Git Repositories",
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"ray_cluster": "Ray Cluster Config",
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"cron_schedule": "Scheduled Jobs",
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}
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for fact_type, items in grouped.items():
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title = section_titles.get(fact_type, fact_type.replace("_", " ").title())
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lines.append(f"## {title}")
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lines.append("")
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for item in items:
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lines.append(f"- `{item['value']}`")
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lines.append("")
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return "\n".join(lines)
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@@ -0,0 +1,64 @@
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"""Local rules file management."""
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from __future__ import annotations
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import json
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from datetime import datetime, timezone
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from pathlib import Path
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_RULES_DIR = Path("~/.openharness/local_rules").expanduser()
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_RULES_FILE = _RULES_DIR / "rules.md"
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_FACTS_FILE = _RULES_DIR / "facts.json"
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def _ensure_dir() -> None:
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_RULES_DIR.mkdir(parents=True, exist_ok=True)
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def load_local_rules() -> str:
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"""Load the local rules markdown, or empty string if none exist."""
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if _RULES_FILE.exists():
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return _RULES_FILE.read_text(encoding="utf-8").strip()
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return ""
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def save_local_rules(content: str) -> Path:
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"""Write local rules markdown."""
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_ensure_dir()
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_RULES_FILE.write_text(content.strip() + "\n", encoding="utf-8")
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return _RULES_FILE
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def load_facts() -> dict:
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"""Load extracted facts as a dict."""
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if _FACTS_FILE.exists():
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return json.loads(_FACTS_FILE.read_text(encoding="utf-8"))
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return {"facts": [], "last_updated": None}
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def save_facts(facts: dict) -> None:
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"""Persist extracted facts."""
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_ensure_dir()
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facts["last_updated"] = datetime.now(timezone.utc).isoformat()
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_FACTS_FILE.write_text(
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json.dumps(facts, indent=2, ensure_ascii=False) + "\n",
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encoding="utf-8",
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)
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def merge_facts(existing: dict, new_facts: list[dict]) -> dict:
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"""Merge new facts into existing, deduplicating by key."""
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by_key = {}
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for f in existing.get("facts", []):
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by_key[f["key"]] = f
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for f in new_facts:
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key = f.get("key", "")
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if key:
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if key in by_key:
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# Update with newer value, keep higher confidence
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old = by_key[key]
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if f.get("confidence", 0) >= old.get("confidence", 0):
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by_key[key] = f
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else:
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by_key[key] = f
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return {"facts": list(by_key.values())}
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"""Session-end hook to extract and persist local environment rules."""
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from __future__ import annotations
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import logging
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from openharness.engine.messages import ConversationMessage
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from openharness.personalization.extractor import (
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extract_facts_from_text,
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facts_to_rules_markdown,
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)
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from openharness.personalization.rules import (
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load_facts,
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merge_facts,
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save_facts,
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save_local_rules,
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)
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log = logging.getLogger(__name__)
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def update_rules_from_session(messages: list[ConversationMessage]) -> int:
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"""Extract local facts from session messages and update rules.
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Called at session end. Returns the number of new facts extracted.
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Args:
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messages: The conversation messages from the session.
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Returns:
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Number of new facts found and persisted.
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"""
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# Collect all text from messages
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all_text = []
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for msg in messages:
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for block in msg.content:
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text = getattr(block, "text", None) or getattr(block, "content", None) or ""
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if isinstance(text, str) and text:
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all_text.append(text)
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if not all_text:
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return 0
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combined = "\n".join(all_text)
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new_facts = extract_facts_from_text(combined)
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if not new_facts:
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return 0
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# Merge with existing
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existing = load_facts()
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merged = merge_facts(existing, new_facts)
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save_facts(merged)
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# Regenerate rules markdown
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rules_md = facts_to_rules_markdown(merged["facts"])
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if rules_md:
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save_local_rules(rules_md)
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new_count = len(merged["facts"]) - len(existing.get("facts", []))
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log.info(
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"Personalization: %d new facts extracted (%d total)",
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max(new_count, 0),
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len(merged["facts"]),
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)
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return max(new_count, 0)
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@@ -7,6 +7,7 @@ from pathlib import Path
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from openharness.config.paths import get_project_issue_file, get_project_pr_comments_file
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from openharness.config.settings import Settings
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from openharness.memory import find_relevant_memories, load_memory_prompt
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from openharness.personalization.rules import load_local_rules
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from openharness.prompts.claudemd import load_claude_md_prompt
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from openharness.prompts.system_prompt import build_system_prompt
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from openharness.skills.loader import load_skill_registry
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@@ -60,6 +61,10 @@ def build_runtime_system_prompt(
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if claude_md:
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sections.append(claude_md)
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local_rules = load_local_rules()
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if local_rules:
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sections.append(f"# Local Environment Rules\n\n{local_rules}")
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for title, path in (
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("Issue Context", get_project_issue_file(cwd)),
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("Pull Request Comments", get_project_pr_comments_file(cwd)),
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@@ -279,6 +279,13 @@ async def start_runtime(bundle: RuntimeBundle) -> None:
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async def close_runtime(bundle: RuntimeBundle) -> None:
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"""Close runtime-owned resources."""
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# Extract local environment rules from session before closing
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try:
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from openharness.personalization.session_hook import update_rules_from_session
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update_rules_from_session(bundle.engine.messages)
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except Exception:
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pass # personalization is best-effort, never block session end
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await bundle.mcp_manager.close()
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await bundle.hook_executor.execute(
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HookEvent.SESSION_END,
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"""Tests for personalization fact extraction."""
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from openharness.personalization.extractor import extract_facts_from_text, facts_to_rules_markdown
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from openharness.personalization.rules import merge_facts
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class TestExtractFacts:
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def test_extracts_ssh_host(self):
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text = "ssh konghm@192.168.91.212 'tail -20 /var/log/syslog'"
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facts = extract_facts_from_text(text)
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ssh_facts = [f for f in facts if f["type"] == "ssh_host"]
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assert len(ssh_facts) == 1
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assert "konghm@192.168.91.212" in ssh_facts[0]["value"]
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def test_extracts_data_path(self):
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text = "ls /ext/data_auto_stage/landing/CS_sp/1d/"
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facts = extract_facts_from_text(text)
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path_facts = [f for f in facts if f["type"] == "data_path"]
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assert any("/ext/data_auto_stage" in f["value"] for f in path_facts)
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def test_extracts_conda_env(self):
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text = "conda activate dev312"
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facts = extract_facts_from_text(text)
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conda_facts = [f for f in facts if f["type"] == "conda_env"]
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assert len(conda_facts) == 1
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assert conda_facts[0]["value"] == "dev312"
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def test_extracts_env_var(self):
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text = 'export OPENAI_BASE_URL="https://relay.nf.video/v1"'
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facts = extract_facts_from_text(text)
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env_facts = [f for f in facts if f["type"] == "env_var"]
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assert any("OPENAI_BASE_URL" in f["value"] for f in env_facts)
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def test_extracts_api_endpoint(self):
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text = "curl https://api.minimax.chat/v1/chat/completions"
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facts = extract_facts_from_text(text)
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api_facts = [f for f in facts if f["type"] == "api_endpoint"]
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assert any("minimax" in f["value"] for f in api_facts)
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def test_skips_localhost(self):
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text = "ping 127.0.0.1"
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facts = extract_facts_from_text(text)
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ip_facts = [f for f in facts if f["type"] == "ip_address"]
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assert len(ip_facts) == 0
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def test_deduplicates(self):
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text = "ssh user@10.0.0.1\nssh user@10.0.0.1\nssh user@10.0.0.1"
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facts = extract_facts_from_text(text)
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ssh_facts = [f for f in facts if f["type"] == "ssh_host"]
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assert len(ssh_facts) == 1
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class TestMergeFacts:
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def test_merge_new_facts(self):
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existing = {"facts": [{"key": "ssh_host:a@1.1.1.1", "value": "a@1.1.1.1", "confidence": 0.7}]}
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new = [{"key": "conda_env:dev312", "value": "dev312", "confidence": 0.7}]
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merged = merge_facts(existing, new)
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assert len(merged["facts"]) == 2
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def test_merge_updates_higher_confidence(self):
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existing = {"facts": [{"key": "ssh_host:a@1.1.1.1", "value": "a@1.1.1.1", "confidence": 0.5}]}
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new = [{"key": "ssh_host:a@1.1.1.1", "value": "a@1.1.1.1", "confidence": 0.9}]
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merged = merge_facts(existing, new)
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assert len(merged["facts"]) == 1
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assert merged["facts"][0]["confidence"] == 0.9
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def test_merge_keeps_existing_if_higher(self):
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existing = {"facts": [{"key": "ssh_host:a@1.1.1.1", "value": "a@1.1.1.1", "confidence": 0.9}]}
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new = [{"key": "ssh_host:a@1.1.1.1", "value": "a@1.1.1.1", "confidence": 0.5}]
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merged = merge_facts(existing, new)
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assert merged["facts"][0]["confidence"] == 0.9
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class TestFactsToMarkdown:
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def test_empty_facts(self):
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assert facts_to_rules_markdown([]) == ""
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def test_generates_sections(self):
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facts = [
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{"key": "ssh_host:a@1.1", "type": "ssh_host", "value": "a@1.1", "confidence": 0.7},
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{"key": "conda_env:dev312", "type": "conda_env", "value": "dev312", "confidence": 0.7},
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]
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md = facts_to_rules_markdown(facts)
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assert "## SSH Hosts" in md
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assert "## Python Environments" in md
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assert "`a@1.1`" in md
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assert "`dev312`" in md
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