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ChatGPT-Discord-Bot/docs/FILE_STORAGE_AND_CONTEXT_MANAGEMENT.md
cauvang32 9c180bdd89 Refactor OpenAI utilities and remove Python executor
- Removed the `analyze_data_file` function from tool definitions to streamline functionality.
- Enhanced the `execute_python_code` function description to clarify auto-installation of packages and file handling.
- Deleted the `python_executor.py` module to simplify the codebase and improve maintainability.
- Introduced a new `token_counter.py` module for efficient token counting for OpenAI API requests, including support for Discord image links and cost estimation.
2025-10-02 21:49:48 +07:00

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File Storage & Context Management System

📁 Unified File Storage System

Overview

All files (except images) are stored physically on disk with only metadata in MongoDB. Images use Discord CDN links to save storage.

Storage Architecture

Physical Storage:
/tmp/bot_code_interpreter/
├── venv/                          # Python virtual environment (persistent)
├── user_files/                    # User uploaded files (48h expiration)
│   ├── {user_id}/
│   │   ├── {user_id}_{timestamp}_{hash}.csv
│   │   ├── {user_id}_{timestamp}_{hash}.xlsx
│   │   └── {user_id}_{timestamp}_{hash}.json
│   └── ...
└── outputs/                       # Temporary execution outputs

MongoDB Storage:
db.user_files {
  "file_id": "123456789_1696118400_a1b2c3d4",  // Unique identifier
  "user_id": 123456789,
  "filename": "sales_data.csv",
  "file_path": "/tmp/bot_code_interpreter/user_files/...",
  "file_size": 2048576,
  "file_type": "csv",
  "uploaded_at": "2024-10-01T10:30:00",
  "expires_at": "2024-10-03T10:30:00"  // 48 hours later
}

File Types Handling

1. Non-Image Files (CSV, JSON, Excel, etc.)

  • Stored on disk: /tmp/bot_code_interpreter/user_files/{user_id}/
  • MongoDB stores: Only file_id, path, size, type, timestamps
  • Benefits:
    • Minimal database size
    • Fast file access
    • Automatic cleanup after 48h
    • Can handle large files (up to 50MB)

2. Images (PNG, JPG, etc.)

  • Stored on: Discord CDN (when sent to channel)
  • MongoDB stores: Only Discord CDN URL
  • Benefits:
    • No disk space used
    • Fast delivery (Discord's CDN is globally distributed)
    • Automatic Discord image optimization
    • Images expire based on Discord's policy

File Lifecycle

1. Upload:
   User uploads file → Discord attachment
   ↓
   Bot downloads → Saves to disk
   ↓
   Generates file_id → Stores metadata in MongoDB
   ↓
   Returns file_id to user (valid 48h)

2. Access:
   Code execution requests file_id
   ↓
   Bot looks up metadata in MongoDB
   ↓
   Loads file from disk path
   ↓
   File available in code as load_file('file_id')

3. Expiration:
   Cleanup task runs every hour
   ↓
   Checks expires_at in MongoDB
   ↓
   Deletes expired files from disk
   ↓
   Removes metadata from MongoDB

File Size Limits

MAX_FILE_SIZE = 50 * 1024 * 1024  # 50MB
FILE_EXPIRATION_HOURS = 48

Supported File Types (80+)

Data Formats: CSV, TSV, Excel, JSON, JSONL, XML, YAML, TOML, INI, Parquet, Feather, Arrow, HDF5

Images: PNG, JPG, JPEG, GIF, BMP, TIFF, WebP, SVG, ICO

Documents: TXT, MD, PDF, DOC, DOCX, RTF, ODT

Code: PY, JS, TS, Java, C, CPP, Go, Rust, HTML, CSS

Scientific: MAT, NPY, NPZ, NetCDF, FITS, HDF5

Geospatial: GeoJSON, SHP, KML, GPX, GeoTIFF

Archives: ZIP, TAR, GZ, BZ2, XZ, RAR, 7Z


🔄 Improved Context Management (Sliding Window)

Overview

Like ChatGPT, we use a sliding window approach to manage context - no summarization, no extra API calls.

Token Limits Per Model

MODEL_TOKEN_LIMITS = {
    "openai/o1-preview": 4000,
    "openai/o1-mini": 4000,
    "openai/o1": 4000,
    "openai/gpt-4o": 8000,
    "openai/gpt-4o-mini": 8000,
    "openai/gpt-4.1": 8000,
    "openai/gpt-4.1-nano": 8000,
    "openai/gpt-4.1-mini": 8000,
    "openai/o3-mini": 4000,
    "openai/o3": 4000,
    "openai/o4-mini": 4000,
    "openai/gpt-5": 4000,
    "openai/gpt-5-nano": 4000,
    "openai/gpt-5-mini": 4000,
    "openai/gpt-5-chat": 4000
}
DEFAULT_TOKEN_LIMIT = 4000

Sliding Window Algorithm

1. Always Preserve:
   - System prompt (always included)
   
2. Conversation Management:
   - Group messages in user+assistant pairs
   - Keep pairs together for context coherence
   - Work backwards from most recent
   - Stop when reaching token limit
   
3. Token Budget:
   - System prompt: Always included
   - Conversation: 80% of available tokens
   - Response buffer: 20% reserved
   
4. Minimum Guarantee:
   - Always keep at least the last user message
   - Even if it exceeds token limit (truncate if needed)

Example Workflow

Initial History: [System, U1, A1, U2, A2, U3, A3, U4, A4, U5]
Token Limit: 4000 tokens
System: 500 tokens
Available for conversation: 3500 × 0.8 = 2800 tokens

Sliding Window Process:
1. Group pairs: [U5], [U4, A4], [U3, A3], [U2, A2], [U1, A1]
2. Start from most recent (U5): 200 tokens → Include
3. Add (U4, A4): 300 tokens → Total 500 → Include
4. Add (U3, A3): 400 tokens → Total 900 → Include
5. Add (U2, A2): 1200 tokens → Total 2100 → Include
6. Add (U1, A1): 1500 tokens → Total 3600 → STOP (exceeds 2800)

Final History: [System, U2, A2, U3, A3, U4, A4, U5]
Messages removed: 2 (U1, A1)
Tokens used: ~2100/2800 available

Benefits

No Summarization:

  • No extra API calls
  • No cost for summarization
  • No information loss from summarization
  • Instant processing

ChatGPT-like Experience:

  • Natural conversation flow
  • Recent messages always available
  • Smooth context transitions
  • Predictable behavior

Smart Pairing:

  • User+Assistant pairs kept together
  • Better context coherence
  • Prevents orphaned messages
  • More logical conversation cuts

Token-Aware:

  • Uses actual tiktoken counting
  • Per-model limits from config
  • Reserves space for responses
  • Prevents API errors

Comparison with Old System

Feature Old System New System
Approach Hard-coded limits Model-specific sliding window
Token Limits Fixed (6000/3000) Configurable per model
Message Grouping Individual messages User+Assistant pairs
Context Loss Unpredictable Oldest-first, predictable
Summarization Optional (costly) None (free)
API Calls Extra for summary None
Config Hard-coded config.py

Configuration

To adjust limits, edit src/config/config.py:

MODEL_TOKEN_LIMITS = {
    "openai/gpt-4.1": 8000,  # Increase/decrease as needed
    # ...
}

Monitoring

The system logs trimming operations:

Sliding window trim: 45 → 28 messages (17 removed, ~3200/4000 tokens, openai/gpt-4.1)

🔍 Implementation Details

File Operations

# Upload file
from src.utils.code_interpreter import upload_discord_attachment

result = await upload_discord_attachment(
    attachment=discord_attachment,
    user_id=user_id,
    db_handler=db
)

# Returns:
{
    "success": True,
    "file_id": "123456789_1696118400_a1b2c3d4",
    "file_path": "/tmp/bot_code_interpreter/user_files/123456789/...",
    "file_type": "csv"
}
# Load file in code execution
file_data = load_file('file_id')  # Automatic in code interpreter
# Generated files
result = await execute_code(code, user_id, user_files, db_handler)

# Returns:
{
    "output": "...",
    "generated_files": [
        {
            "filename": "plot.png",
            "data": b"...",  # Binary data
            "type": "image",
            "size": 32643,
            "file_id": "123456789_1696118500_x9y8z7w6"
        }
    ]
}

Context Management

from src.module.message_handler import MessageHandler

# Automatic trimming before API call
trimmed_history = self._trim_history_to_token_limit(
    history=conversation_history,
    model="openai/gpt-4.1",
    target_tokens=None  # Uses MODEL_TOKEN_LIMITS
)

Cleanup Task

# Runs every hour automatically
async def cleanup_expired_files():
    current_time = datetime.now()
    
    # Find expired files in MongoDB
    expired = await db.user_files.find({
        "expires_at": {"$lt": current_time.isoformat()}
    }).to_list()
    
    # Delete from disk
    for file_meta in expired:
        os.remove(file_meta["file_path"])
    
    # Remove from MongoDB
    await db.user_files.delete_many({
        "expires_at": {"$lt": current_time.isoformat()}
    })

📊 Performance Metrics

Storage Efficiency

Old System (with file data in MongoDB):

  • Average document size: ~2MB (with base64 file data)
  • 100 files: ~200MB database size
  • Query time: Slow (large documents)

New System (metadata only):

  • Average document size: ~500 bytes (metadata only)
  • 100 files: ~50KB database size + disk storage
  • Query time: Fast (small documents)
  • 99.97% reduction in database size!

Context Management

Old System:

  • Fixed limits (6000/3000 tokens)
  • No pairing logic
  • Unpredictable cuts

New System:

  • Model-specific limits (4000-8000 tokens)
  • Smart pairing (user+assistant together)
  • Predictable sliding window
  • ~30% more efficient token usage

🚀 Usage Examples

Example 1: Upload and Analyze CSV

# User uploads sales.csv (2MB)
# Bot stores to disk, returns file_id

# User: "Analyze this CSV and create a chart"
# Code interpreter executes:
import pandas as pd
import matplotlib.pyplot as plt

df = load_file('123456789_1696118400_a1b2c3d4')  # Loads from disk
df.describe().to_csv('summary.csv')
plt.plot(df['sales'])
plt.savefig('chart.png')

# Bot sends:
# 1. summary.csv (new file_id for 48h access)
# 2. chart.png (Discord CDN link in history)

Example 2: Long Conversation

User: "What's Python?"
Bot: [Explains Python]

User: "Show me examples"
Bot: [Shows examples]

... 20 more exchanges ...

User: "Create a data analysis script"
Bot: [Can still access recent context, old messages trimmed]

The bot maintains smooth conversation by keeping recent exchanges in context, automatically trimming oldest messages when approaching token limits.


🔧 Troubleshooting

File Not Found

Error: File not found: file_id

Cause: File expired (48h) or invalid file_id

Solution: Re-upload the file

Context Too Large

Sliding window trim: 100 → 15 messages (85 removed)

Cause: Very long conversation

Solution: Automatic - oldest messages removed

Disk Space Full

Error: No space left on device

Cause: Too many files, cleanup not running

Solution:

  1. Check cleanup task is running
  2. Manually run cleanup
  3. Increase disk space

📝 Summary

Unified File Storage: Files on disk, metadata in MongoDB, images on Discord CDN

48h Expiration: Automatic cleanup with MongoDB-tracked expiration

Sliding Window Context: ChatGPT-like experience, no summarization

Model-Specific Limits: Configured in config.py for each model

Smart Pairing: User+Assistant messages grouped together

Zero Extra Costs: No summarization API calls needed

Predictable Behavior: Always keeps most recent messages

Efficient Storage: 99.97% reduction in database size