- Added a 50-token minimum floor constant for pruning decisions. - Allowed non-superseded, non-useless tool results below that floor to avoid truncation.
25 KiB
Compaction and Branch Summaries
Compaction and branch summaries are the two mechanisms that keep long sessions usable without losing prior work context.
- Compaction rewrites old history into a summary on the current branch.
- Branch summary captures abandoned branch context during
/treenavigation.
Both are persisted as session entries and converted back into user-context messages when rebuilding LLM input.
Key implementation files
packages/agent/src/compaction/compaction.ts(context-full summarization and handoff generation)packages/snapcompact/src/snapcompact.ts(snapcompact strategy: history archived as dense bitmap images)packages/agent/src/compaction/branch-summarization.tspackages/agent/src/compaction/pruning.tspackages/agent/src/compaction/utils.tspackages/agent/src/compaction/openai.tspackages/coding-agent/src/session/session-manager.tspackages/coding-agent/src/session/agent-session.tspackages/coding-agent/src/session/messages.tspackages/coding-agent/src/extensibility/hooks/types.tspackages/coding-agent/src/config/settings-schema.ts
Session entry model
Compaction and branch summaries are first-class session entries, not plain assistant/user messages.
CompactionEntrytype: "compaction"summary, optionalshortSummaryfirstKeptEntryId(compaction boundary)tokensBefore- optional
details,preserveData,fromExtension
BranchSummaryEntrytype: "branch_summary"fromId,summary- optional
details,fromExtension
When context is rebuilt (buildSessionContext):
- Latest compaction on the active path is converted to one
compactionSummarymessage. - Kept entries from
firstKeptEntryIdto the compaction point are re-included. - Later entries on the path are appended.
branch_summaryentries are converted tobranchSummarymessages.custom_messageentries are converted tocustommessages.
Those custom roles are then transformed into LLM-facing messages in convertToLlm(): compactionSummary and branchSummary become user messages rendered through the static templates
packages/agent/src/compaction/prompts/compaction-summary-context.mdpackages/agent/src/compaction/prompts/branch-summary-context.md
while custom messages pass through as developer messages with their raw content (no template).
Compaction pipeline
Triggers
Compaction/context maintenance can run in five ways:
- Manual context compaction:
/compact [instructions]callsAgentSession.compact(...). - Automatic overflow recovery: after a same-model assistant error that matches context overflow.
- Automatic incomplete-output recovery: after a same-model assistant message ends with
stopReason === "length"(OpenAI/Codexresponse.incomplete). - Automatic threshold maintenance: after a successful turn when context exceeds the resolved threshold.
- Idle maintenance:
runIdleCompaction()can invoke the same auto-maintenance path with reason"idle".
Compaction shape (visual)
Before compaction:
entry: 0 1 2 3 4 5 6 7 8 9
┌─────┬─────┬─────┬──────┬─────┬─────┬──────┬──────┬─────┬──────┐
│ hdr │ usr │ ass │ tool │ usr │ ass │ tool │ tool │ ass │ tool │
└─────┴─────┴─────┴──────┴─────┴─────┴──────┴──────┴─────┴──────┘
└────────┬───────┘ └──────────────┬──────────────┘
messagesToSummarize kept messages
↑
firstKeptEntryId (entry 4)
After compaction (new entry appended):
entry: 0 1 2 3 4 5 6 7 8 9 10
┌─────┬─────┬─────┬──────┬─────┬─────┬──────┬──────┬─────┬──────┬─────┐
│ hdr │ usr │ ass │ tool │ usr │ ass │ tool │ tool │ ass │ tool │ cmp │
└─────┴─────┴─────┴──────┴─────┴─────┴──────┴──────┴─────┴──────┴─────┘
└──────────┬──────┘ └──────────────────────┬───────────────────┘
not sent to LLM sent to LLM
↑
starts from firstKeptEntryId
What the LLM sees:
┌────────┬─────────┬─────┬─────┬──────┬──────┬─────┬──────┐
│ system │ summary │ usr │ ass │ tool │ tool │ ass │ tool │
└────────┴─────────┴─────┴─────┴──────┴──────┴─────┴──────┘
↑ ↑ └─────────────────┬────────────────┘
prompt from cmp messages from firstKeptEntryId
Overflow/incomplete recovery vs threshold/idle maintenance
The automatic paths are intentionally different:
-
Overflow recovery
- Trigger: current-model assistant error is detected as context overflow and the error is not older than the latest compaction.
- The failing assistant error message is removed from active agent state before retry.
- Context promotion is tried first; if a configured larger model is available, the agent switches model and retries without compacting.
- If promotion is unavailable and compaction is enabled, context-full compaction runs with
reason: "overflow"andwillRetry: true; handoff strategy is not used for overflow because the handoff request would reuse the overflowing input. - On success,
agent.continue()is scheduled to retry the turn.
-
Incomplete-output recovery
- Trigger: same-model assistant message ends with
stopReason === "length"and the message is not older than the latest compaction. - The incomplete assistant message is removed from active agent state before recovery.
- Context promotion is tried first.
- If promotion is unavailable and compaction is enabled, auto maintenance runs with
reason: "incomplete"andwillRetry: true. - Unlike overflow,
compaction.strategy: "handoff"is allowed for incomplete-output recovery because the input context is still usable. - On context-full success,
agent.continue()is scheduled to retry the turn.
- Trigger: same-model assistant message ends with
-
Threshold maintenance
- Trigger: successful, non-error assistant message whose adjusted context tokens exceed
resolveThresholdTokens(...). - Tool-output pruning can reduce the measured token count before threshold comparison.
- Context promotion is tried before compaction.
- If promotion is unavailable, auto maintenance runs with
reason: "threshold"andwillRetry: false. - With
compaction.strategy: "handoff", threshold maintenance normally schedules a post-prompt auto-handoff task instead of writing a compaction entry; pre-prompt checks run it inline to avoid racing the next turn. If handoff returns no document without aborting, it falls back to context-full compaction. - On success, if
compaction.autoContinue !== false, schedules an agent-authored developer auto-continue prompt fromprompts/system/auto-continue.md.
- Trigger: successful, non-error assistant message whose adjusted context tokens exceed
-
Idle maintenance
- Trigger:
runIdleCompaction()when not streaming or already compacting. - Uses
reason: "idle"and does not auto-continue afterward.
- Trigger:
Snapcompact strategy
compaction.strategy: "snapcompact" replaces the LLM summarization call with a local, deterministic archival pass (compact from @oh-my-pi/snapcompact):
- The discarded history is serialized, whitespace-collapsed, and printed onto model-aware PNG frames (frame width fixed per shape; frame height hugs the rows actually printed) using bundled public-domain pixel fonts. The shape — and frame size — resolve from the model id when the model line was measured: Claude reads X.org
6x12glyphs with dimmed stopwords (6x12-dim; high-res lines — Opus 4.7+, Fable, Mythos — get 1932px frames under Anthropic's 4,784 visual-token cap, older lines stay at 1568px), Gemini reads two word-wrapped columns of8x13glyphs with sentence-hue ink and dimmed stopwords (doc-8on16-sent-dimat 2048px — Gemini 3.x bills a fixed 1,120-token budget per image at any pixel size), GPT/Kimi/GLM read8x13glyphs on a 16px pitch (8on16-bwat 1568px — patch billing is area-proportional, and kimi's processor downscales past 1792px). A Claude routed through Vertex or OpenRouter keeps its Claude shape. Unmeasured models fall back to their wire API family (Anthropic-family/unknown →6x12-dim, Google →doc-8on16-sent-dim, OpenAI-compatible →8on16-bw); billing (per-family patch/budget formulas, OpenAI'sdetail: "original"hint) always follows the API carrying the request, computed for the resolved frame size. Thesnapcompact.shapesetting (defaultauto) forces one of the research-eval variants instead: square grids (8x8r/8x8u/6x6u/5x8× sentence-hue/black ink) or the per-model eval winners (6x12-dim,8x13-bw,8on16-bw, and the two-column word-wrappeddoc-8on16-bw/-sent/-sent-dim, wheredimprints stopwords in gray). A forced variant keeps its geometry but is re-priced for the target provider's image billing. The same setting governs inline system-prompt/tool-result imaging (snapcompact.systemPrompt,snapcompact.toolResults). - Serialization keeps the archive conversation-dense: tool results are truncated head+tail (default 2,000 chars at a 0.6 head ratio), tool-call argument values are capped per value (500) and per call (2,000), and tool output is printed in dim gray ink so conversation reads louder than tool noise. All budgets and the dimming are configurable via
SerializeOptions(toolResultMaxChars,toolArgMaxChars,toolCallMaxChars,truncateHeadRatio,dimToolResults). - Frames persist under
CompactionEntry.preserveData.snapcompactand are re-attached to thecompactionSummarymessage as image blocks on every context rebuild; the entry'ssummaryis a deterministic reading guide (grid geometry, role tags, truncation notes) plus the usual file-operation lists. - Later compactions carry earlier frames forward. The frame budget is provider-aware (
providerFrameBudget): the per-provider image cap clamped to 8 (MAX_FRAMES) — OpenRouter hard-caps requests at 8 images and silently drops the excess, unknown providers get a safe floor of 5. Beyond the budget the archive fades from the middle out: the earliest frame (session head — the original request, or the filmed summary of older history) is pinned, and the oldest unpinned frames are evicted. Pages of the current compaction that no longer fit are never rendered or dropped — the newest unframed slice survives verbatim as a text tail on the summary (Archive.textTail, capped at two frame capacities with middle elision) and is folded back into frames by the next compaction. If the previous compaction was text-based, its summary is printed at the head of the frame archive as[Summary of earlier history]. - No model, API key, or network is involved, so snapcompact is also safe for overflow recovery. It requires a vision-capable current model (
model.inputincludes"image"); otherwise the run falls back to context-full and emits a warning notice (auto and manual paths). Manual/compacthonors the strategy unless custom instructions are given (those imply a directed LLM summary). - Rationale: the shape table comes from the snapcompact 200k-token evals in
packages/snapcompact, where bitmap frames preserved QA recall at lower billed-token cost than raw text for vision-capable models.
Display transcript
Compaction no longer visually restarts the conversation. The TUI renders the display transcript (buildSessionContext({ transcript: true }) / AgentSession.buildTranscriptSessionContext()): every path entry in chronological order, with each compaction shown inline as a slim divider — ── 📷 compacted · ctrl+o ── — at the point it fired. Expanding (ctrl+o) reveals the summary. Only the LLM context resets at the compaction boundary; the scrollback above the divider stays intact, including across session resume.
Pre-compaction pruning
Before compaction checks, tool-result pruning may run (pruneToolOutputs).
Default prune policy:
- Protect newest
40_000tool-output tokens. - Require at least
20_000total estimated savings. - Never blank a result below
50tokens (MIN_PRUNE_TOKENS): the[Output truncated - N tokens]placeholder costs ~8 tokens, so pruning a sub-floor result would grow the context and churn the prompt cache for nothing. (Superseded and useless results keep their own rules — the useless collector already drops no-savings candidates; superseded reads prune for correctness regardless of size.) - Never prune
skilltool results,readresults ofskill://paths, or reads of the active plan reference file (added viaAgentSession's plan protection).
Pruned tool results are replaced with:
[Output truncated - N tokens]
If pruning changes entries, session storage is rewritten and agent message state is refreshed before compaction decisions.
Useless-result elision
Tools can flag a finished result as contextually useless — a search with zero matches, a job poll that timed out with everything still running, an empty irc inbox drain. The flag originates on the tool result (AgentToolResult.useless, set via ToolResultBuilder.useless() or directly on the returned object), is copied by the agent loop onto the persisted ToolResultMessage (never together with isError — errors always win), and is consumed in three places:
- Per-turn stale-result pass (
pruneSupersededToolResults, gated bycompaction.dropUseless, default on): flagged results are blanked to the exact placeholder[Uneventful result elided](USELESS_NOTICE) with the same cache-aware timing as superseded reads — only when the suffix after the candidate is small (≤ ~8k tokens) or the session has idled past the provider prompt-cache lifetime. Results smaller than the notice itself are never blanked (no savings), and protected tools are exempt. - Threshold prune (
pruneToolOutputs): flagged results bypass the protect-recent window, same as superseded reads, and receiveUSELESS_NOTICEinstead of the token-count placeholder. - Summary serialization:
serializeConversation(agent and snapcompact) drops the whole tool call/result pair from summarizer/archive input — the source region is discarded after summarization anyway, so the exclusion costs no cache.
The flag never reaches provider wire formats, and flagged pairs are never removed from history (only blanked in place), so tool-call/result pairing and provider-native history replay stay intact.
Boundary and cut-point logic
prepareCompaction() only considers entries since the last compaction entry (if any).
- Find previous compaction index.
- Compute
boundaryStart = prevCompactionIndex + 1. - Adapt
keepRecentTokensusing measured usage ratio when available. - Run
findCutPoint()over the boundary window.
Valid cut points include:
- message entries with roles:
user,assistant,bashExecution,hookMessage,branchSummary,compactionSummary custom_messageentriesbranch_summaryentries
Hard rule: never cut at toolResult.
If there are non-message metadata entries immediately before the cut point (model_change, thinking_level_change, labels, etc.), they are pulled into the kept region by moving cut index backward until a message or compaction boundary is hit.
Split-turn handling
If cut point is not at a user-turn start, compaction treats it as a split turn.
Turn start detection treats these as user-turn boundaries:
message.role === "user"message.role === "bashExecution"custom_messageentrybranch_summaryentry
Split-turn compaction generates two summaries:
- History summary (
messagesToSummarize) - Turn-prefix summary (
turnPrefixMessages)
Final stored summary is merged as:
<history summary>
---
**Turn Context (split turn):**
<turn prefix summary>
Summary generation
compact(...) builds summaries from serialized conversation text:
- Convert messages via
convertToLlm(). - Serialize with
serializeConversation(). - Wrap in
<conversation>...</conversation>. - Optionally include
<previous-summary>...</previous-summary>. - Optionally inject extension hook context and active memory-backend compaction context as
<additional-context>entries. - Execute summarization prompt with
SUMMARIZATION_SYSTEM_PROMPT.
Prompt selection:
- first compaction:
compaction-summary.md - iterative compaction with prior summary:
compaction-update-summary.md - split-turn second pass:
compaction-turn-prefix.md - short UI summary:
compaction-short-summary.md - handoff document:
handoff-document.md(used bygenerateHandoff(...), not serialized compaction)
Remote summarization modes:
- If
compaction.remoteEndpointis set and remote compaction is enabled, local summary generation POSTs:{ systemPrompt, prompt }
- Expects JSON containing at least
{ summary }. - For OpenAI/OpenAI Codex models, compaction first tries the provider-native
/responses/compactendpoint when remote compaction is enabled. It preserves provider replacement history inpreserveData.openaiRemoteCompactionand falls back to local summarization if that native request fails.
Handoff generation
packages/agent/src/compaction/compaction.ts also exports generateHandoff(...). Handoff generation uses the same completeSimple(...) oneshot style as summarization, but it preserves the live agent cache prefix by sending the active system prompt, tool array, and real LLM message history, then appending one agent-attributed user message containing the handoff prompt. It forces toolChoice: "none" and returns joined text blocks directly.
Handoff does not write a CompactionEntry. AgentSession.handoff() owns the session transition: it starts a new session, injects the generated document as a visible custom_message with customType: "handoff", and rebuilds agent messages from that new session.
File-operation context in summaries
Compaction tracks cumulative file activity using assistant tool calls:
read(path)→ read setwrite(path)→ modified setedit(path)→ modified set
Cumulative behavior:
- Includes prior compaction details only when prior entry is pi-generated (
fromExtension !== true). - In split turns, includes turn-prefix file ops too.
details.readFilesexcludes files also modified;details.modifiedFilescarries the rest (persisted shape is unchanged).
Summary text gets one <files> tag appended via prompt template: a grouped, prefix-folded directory tree (find-tool shape) with a per-file access marker — (Read) for read-only files, (Write) for modified files never read, (RW) for modified files also present in the cumulative read set. Capped at 20 files with an … (N more files omitted) line.
<files>
# packages/agent/src/compaction/
compaction.ts (Read)
utils.ts (RW)
## prompts/
file-operations.md (Write)
</files>
Legacy <read-files>/<modified-files> tags from summaries written by earlier versions are stripped (alongside <files>) before re-appending, so old summaries self-heal on the next compaction.
Persist and reload
After summary generation (or hook-provided summary), agent session:
- Appends
CompactionEntrywithappendCompaction(...)for context-full maintenance; handoff strategy creates a new session and injects a handoffcustom_messageinstead. - Rebuilds display context from the active leaf via
buildDisplaySessionContext(). - Replaces live agent messages with rebuilt context.
- Synchronizes active todo phases from the rebuilt branch and closes provider sessions whose history was rewritten.
- Emits
session_compacthook event.
Branch summarization pipeline
Branch summarization is tied to tree navigation, not token overflow.
Trigger
During navigateTree(...):
- Compute abandoned entries from old leaf to common ancestor using
collectEntriesForBranchSummary(...). - If caller requested summary (
options.summarize), generate summary before switching leaf. - If summary exists, attach it at the navigation target using
branchWithSummary(...).
Operationally this is commonly driven by /tree flow when branchSummary.enabled is enabled.
Branch switch shape (visual)
Tree before navigation:
┌─ B ─ C ─ D (old leaf, being abandoned)
A ───┤
└─ E ─ F (target)
Common ancestor: A
Entries to summarize: B, C, D
After navigation with summary:
┌─ B ─ C ─ D ─ [summary of B,C,D]
A ───┤
└─ E ─ F (new leaf)
Preparation and token budget
generateBranchSummary(...) computes budget as:
tokenBudget = model.contextWindow - branchSummary.reserveTokens
prepareBranchEntries(...) then:
- First pass: collect cumulative file ops from all summarized entries, including prior pi-generated
branch_summarydetails. - Second pass: walk newest → oldest, adding messages until token budget is reached.
- Prefer preserving recent context.
- May still include large summary entries near budget edge for continuity.
Compaction entries are included as messages (compactionSummary) during branch summarization input.
Summary generation and persistence
Branch summarization:
- Converts and serializes selected messages.
- Wraps in
<conversation>. - Uses custom instructions if supplied, otherwise
branch-summary.md. - Calls summarization model with
SUMMARIZATION_SYSTEM_PROMPT. - Prepends
branch-summary-preamble.md. - Appends file-operation tags.
Result is stored as BranchSummaryEntry with optional details (readFiles, modifiedFiles).
Extension and hook touchpoints
session_before_compact
Pre-compaction hook.
Can:
- cancel compaction (
{ cancel: true }) - provide full custom compaction payload (
{ compaction: CompactionResult })
session.compacting
Prompt/context customization hook for default compaction.
Can return:
prompt(override base summary prompt)context(extra context lines injected into<additional-context>)preserveData(stored on compaction entry)
session_compact
Post-compaction notification with saved compactionEntry and fromExtension flag.
session_before_tree
Runs on tree navigation before default branch summary generation.
Can:
- cancel navigation
- provide custom
{ summary: { summary, details } }used when user requested summarization
session_tree
Post-navigation event exposing new/old leaf and optional summary entry.
Runtime behavior and failure semantics
- Manual compaction aborts current agent operation first.
abortCompaction()cancels manual compaction, auto-compaction, and handoff generation controllers.- Auto compaction emits start/end session events for UI/state updates.
- Auto compaction can try multiple model candidates and retry transient failures; long retry delays prefer the next candidate when one is available.
- Overflow errors are excluded from generic retry path because they are handled by context promotion/compaction.
- If auto-compaction fails:
- overflow path emits
Context overflow recovery failed: ... - incomplete-output path emits
Incomplete response recovery failed: ... - threshold/idle paths emit
Auto-compaction failed: ...
- overflow path emits
- Branch summarization can be cancelled via abort signal (e.g., Escape), returning canceled/aborted navigation result.
Settings and defaults
From settings-schema.ts:
compaction.enabled=truecompaction.strategy="context-full"("handoff","shake","snapcompact", and"off"are also supported)compaction.reserveTokens=16384compaction.keepRecentTokens=20000compaction.autoContinue=truecompaction.remoteEnabled=truecompaction.remoteEndpoint=undefinedcompaction.thresholdPercent=-1andcompaction.thresholdTokens=-1; when no positive override is set, the threshold iscontextWindow - max(15% of contextWindow, reserveTokens)compaction.idleEnabled=falsecompaction.idleThresholdTokens=200000compaction.idleTimeoutSeconds=300branchSummary.enabled=falsebranchSummary.reserveTokens=16384
These values are consumed at runtime by AgentSession and compaction/branch summarization modules.