Release prep: rename to azure-cosmos-agent-memory + transcript metadata allow-list

[aayush3011]

Namespace rename + PyPI release metadata

PyPI package will publish as azure-cosmos-agent-memory, importable as azure.cosmos.agent_memory, joining the official azure.cosmos.* namespace. Pre-release breaking change — no compatibility shim.

pyproject.toml

• name: agent-memory-toolkit → azure-cosmos-agent-memory
• version: 0.1.0 → 0.1.0b1
• Namespace package layout (namespaces = true, include = ["azure.cosmos.agent_memory*"])
• package-data repointed to azure.cosmos.agent_memory for the .prompty templates
• Full PyPI metadata: authors, maintainers, keywords, trove classifiers (Beta/AsyncIO/Database/AI/Library), [project.urls] (Homepage, Repository, Issues, Documentation, Changelog)
• azure-cosmos>=4.16.0 floor (needed by index-policy vectorIndexes shape)

Code surface

• agent_memory_toolkit/ → azure/cosmos/agent_memory/ (47 git renames; all relative imports already worked)
• All 6 prompty templates moved with the package
• Every test + sample + notebook updated to the new import path
• function_app/_vendor/ wheel refreshed

Docs

• New CHANGELOG.md with 0.1.0b1 entry
• New Docs/RELEASING.md maintainer runbook (build, twine check, TestPyPI smoke, PyPI publish, tag)
• README.md updated to new package name + install command
• Docs/concepts.md, Docs/public_api.md, Docs/azure_testing.md, Docs/change_feed_processing.md, Docs/configuration.md, Docs/local_testing.md updated

Transcript metadata allow-list

Problem: Coding-agent sessions (VS Code / Copilot / Claude extension) store full-fidelity raw tool calls, IDE schema, theme tokens, etc. in TurnRecord.metadata. The old build_transcript() dumped all of it into every extraction prompt — one reporter measured ~39K tokens of IDE noise vs ~1.6K tokens of actual dialog for a 24-turn session. The LLM drowned and produced 2–5 generic facts instead of the 10–15 architectural decisions the conversation contained.

Fix: build_transcript() no longer serializes metadata into prompts by default. Opt in to specific keys via a new client kwarg:

client = CosmosMemoryClient(
...,
transcript_metadata_keys=["agent_id", "timestamp"],
)

Allow-list semantics

• None (default) or [] → no [metadata: ...] segment, ever
• ["a", "b"] → only those keys serialize, in iteration order; absent keys silently skipped; segment dropped entirely when none of the listed keys is present on a turn
• Applies to all 6 prompts: extract / summarize-thread / summarize-thread-update / user-summary / user-summary-update / synthesize-procedural / dedup
• Storage is unchanged: TurnRecord.metadata still persists as-is; only the LLM-facing projection changed

[Copilot]

Pull request overview

This PR prepares a pre-release rename of the SDK into the official azure.cosmos.* Python namespace (azure-cosmos-agent-memory / azure.cosmos.agent_memory) and changes transcript construction so LLM prompts no longer include TurnRecord.metadata by default, with an opt-in allow-list for specific metadata keys.

Changes:

• Renames the distribution/package layout to azure-cosmos-agent-memory and migrates imports/tests/samples/docs to azure.cosmos.agent_memory.
• Adds transcript metadata allow-list plumbing (transcript_metadata_keys) from clients → pipeline → build_transcript(), plus dedicated unit tests.
• Adds/updates release collateral (CHANGELOG, RELEASING runbook) and refreshes CI/config for the new package path.

Reviewed changes

Copilot reviewed 126 out of 142 changed files in this pull request and generated no comments.

Show a summary per file

File	Description
tests/unit/test_utils.py	Updates imports/docstring to new azure.cosmos.agent_memory path.
tests/unit/test_thresholds.py	Updates imports to new package path.
tests/unit/test_reconcile.py	Updates imports and logger names to new package path.
tests/unit/test_query_builder.py	Updates imports/docstring to new package path.
tests/unit/test_process_now.py	Updates imports to new package path.
tests/unit/test_procedural_synthesis.py	Updates imports to new package path.
tests/unit/test_pipeline_confidence.py	Updates imports and logger names to new package path.
tests/unit/test_models.py	Updates imports/docstring to new package path.
tests/unit/test_min_confidence.py	Updates imports to new package path.
tests/unit/test_memory_type_multi.py	Updates imports to new package path.
tests/unit/test_logging.py	Updates imports/logger root names to new package path.
tests/unit/test_exceptions.py	Updates imports/docstring to new package path.
tests/unit/test_embeddings.py	Updates imports to new package path.
tests/unit/test_counters.py	Updates imports/docstring to new package path.
tests/unit/test_cosmos_memory_client.py	Updates imports to new package path.
tests/unit/test_container_routing.py	Updates imports to new package path.
tests/unit/test_chat.py	Updates imports to new package path.
tests/unit/test_auto_trigger.py	Updates patch paths to new package path.
tests/unit/test_async_hygiene.py	Updates async package import and assertion messages to new path.
tests/unit/store/test_tag_mutation.py	Updates store imports to new package path.
tests/unit/store/test_memory_store.py	Updates store imports to new package path.
tests/unit/store/test_list_tags.py	Updates store imports to new package path.
tests/unit/services/test_user_summary_topic_tags.py	Updates pipeline imports to new package path.
tests/unit/services/test_transcript_metadata.py	Adds new tests covering transcript metadata allow-list behavior and pipeline plumbing.
tests/unit/services/test_prompty_loader.py	Updates helper imports to new package path.
tests/unit/services/test_pipeline_service.py	Updates imports to new package path.
tests/unit/services/test_persist_extracted.py	Updates imports to new package path.
tests/unit/services/test_extract_dry.py	Updates imports to new package path.
tests/unit/services/test_chaos_extract_persist.py	Updates imports to new package path.
tests/unit/prompts/test_schema_prompty_conformance.py	Updates schema + prompts directory paths to new layout.
tests/unit/processors/test_protocol_satisfaction.py	Updates processor imports to new package path.
tests/unit/processors/test_inprocess.py	Updates processor imports to new package path.
tests/unit/processors/test_durable.py	Updates processor imports to new package path.
tests/unit/processors/test_base.py	Updates processor imports to new package path.
tests/unit/function_app/test_pipeline_factory.py	Updates patch/import paths to new package path.
tests/unit/function_app/conftest.py	Updates bootstrap docstring to new package path.
tests/unit/aio/test_reconcile_telemetry.py	Updates async pipeline import + logger constant.
tests/unit/aio/test_process_now.py	Updates async client/processor imports to new package path.
tests/unit/aio/test_procedural_synthesis.py	Updates async imports to new package path.
tests/unit/aio/test_embeddings.py	Updates async embeddings imports to new package path.
tests/unit/aio/test_cosmos_memory_client.py	Updates async client imports to new package path.
tests/unit/aio/test_chat.py	Updates async chat imports/docstring to new package path.
tests/unit/aio/test_auto_trigger.py	Updates patch path to new package path.
tests/unit/aio/store/test_memory_store.py	Updates async store imports to new package path.
tests/unit/aio/processors/test_protocol_satisfaction.py	Updates async processor imports to new package path.
tests/unit/aio/processors/test_inprocess.py	Updates async processor imports to new package path.
tests/unit/aio/processors/test_durable.py	Updates async processor imports to new package path.
tests/unit/aio/processors/test_base.py	Updates async processor imports to new package path.
tests/unit/_base/test_base_client.py	Updates base client imports to new package path.
tests/integration/test_ttl_lifecycle.py	Updates integration import to new package path.
tests/integration/test_processor_integration.py	Updates integration imports + logger name to new package path.
tests/integration/test_processor_integration_async.py	Updates integration imports + logger name to new package path.
Samples/Scenarios/scenario_tagging_and_filtering.py	Updates sample imports to new package path.
Samples/Scenarios/scenario_remote_processor.py	Updates sample imports to new package path.
Samples/Scenarios/scenario_remote_processor_async.py	Updates sample imports to new package path.
Samples/Scenarios/scenario_rag_with_memory.py	Updates sample imports to new package path.
Samples/Scenarios/scenario_multi_agent.py	Updates sample imports to new package path.
Samples/Scenarios/scenario_memory_reconciliation.py	Updates sample imports to new package path.
Samples/Scenarios/scenario_customer_support.py	Updates sample imports to new package path.
Samples/Scenarios/scenario_counter_tuning.py	Updates sample imports to new package path.
Samples/Scenarios/scenario_chat_memory.py	Updates sample imports to new package path.
Samples/Quickstarts/quickstart_local.py	Updates quickstart imports to new package path.
Samples/Quickstarts/quickstart_cosmos.py	Updates quickstart imports to new package path.
Samples/Processing/processing_user_profile.py	Updates sample imports to new package path.
Samples/Processing/processing_thread_summary.py	Updates sample imports to new package path.
Samples/Processing/processing_fact_extraction.py	Updates sample imports to new package path.
Samples/Notebooks/Demo.ipynb	Updates notebook import cell to new package path.
Samples/Notebooks/Demo_function_app.ipynb	Updates notebook import cell to new package path.
Samples/Notebooks/Demo_function_app_async.ipynb	Updates notebook import cell to new package path.
Samples/Notebooks/Demo_async.ipynb	Updates notebook import cell to new package path.
Samples/Advanced/advanced_search_patterns.py	Updates sample imports to new package path.
Samples/Advanced/advanced_memory_lifecycle.py	Updates sample imports to new package path.
README.md	Updates install/import docs to new distribution + namespace.
pyproject.toml	Renames distribution, sets namespace packaging, updates metadata, ruff/coverage paths.
infra/main.bicep	Updates workload tag to new name.
function_app/triggers/change_feed.py	Updates thresholds import to new package path.
function_app/shared/pipeline_factory.py	Updates SDK imports referenced by the Function app to new package path.
function_app/shared/counters.py	Updates comments to new package path.
function_app/shared/config.py	Updates thresholds import to new package path.
function_app/requirements.txt	Updates vendored wheel filename to new distribution name/version.
function_app/orchestrators/extract_memories.py	Updates thresholds import to new package path.
function_app/orchestrators/init.py	Updates pipeline class reference to new package path.
Docs/troubleshooting.md	Updates public import examples to new package path.
Docs/RELEASING.md	Adds maintainer release runbook and namespace-package guardrails.
Docs/public_api.md	Updates module references to new package path.
Docs/local_testing.md	Updates import examples to new package path.
Docs/design_patterns.md	Updates import examples to new package path.
Docs/azure_testing.md	Updates import examples to new package path.
CHANGELOG.md	Adds initial 0.1.0b1 changelog entry for the renamed package.
azure/cosmos/agent_memory/thresholds.py	Updates logger import to new local logging module.
azure/cosmos/agent_memory/store/memory_store.py	Updates internal imports to new package path.
azure/cosmos/agent_memory/store/_search_helpers.py	Updates internal imports/docstring to new package path.
azure/cosmos/agent_memory/store/init.py	Updates re-export import to new package path.
azure/cosmos/agent_memory/services/pipeline.py	Adds transcript_metadata_keys support and updates imports/logger name.
azure/cosmos/agent_memory/services/_pipeline_helpers.py	Implements metadata allow-list for transcript rendering and updates docs.
azure/cosmos/agent_memory/services/init.py	Introduces MemoryStoreProtocol contract module.
azure/cosmos/agent_memory/prompts/user_summary.prompty	Adds/moves prompty template under new package path.
azure/cosmos/agent_memory/prompts/user_summary_update.prompty	Adds/moves prompty template under new package path.
azure/cosmos/agent_memory/prompts/synthesize_procedural.prompty	Adds/moves prompty template under new package path.
azure/cosmos/agent_memory/prompts/summarize.prompty	Adds/moves prompty template under new package path.
azure/cosmos/agent_memory/prompts/summarize_update.prompty	Adds/moves prompty template under new package path.
azure/cosmos/agent_memory/prompts/extract_memories.prompty	Adds/moves prompty template under new package path.
azure/cosmos/agent_memory/prompts/dedup.prompty	Adds/moves prompty template under new package path.
azure/cosmos/agent_memory/prompts/_schemas.py	Adds strict JSON schemas and response_format registry for prompt outputs.
azure/cosmos/agent_memory/prompts/init.py	Adds prompts package marker docstring.
azure/cosmos/agent_memory/processors/inprocess.py	Updates pipeline class reference to new package path.
azure/cosmos/agent_memory/processors/durable.py	Updates logger import to new package path.
azure/cosmos/agent_memory/processors/base.py	Updates docstrings/references to new package path.
azure/cosmos/agent_memory/processors/init.py	Adds processor re-export module under new package path.
azure/cosmos/agent_memory/models.py	Updates logger import to new package path.
azure/cosmos/agent_memory/logging.py	Updates root logger name + exception import to new package path.
azure/cosmos/agent_memory/exceptions.py	Adds exception hierarchy under new package path.
azure/cosmos/agent_memory/embeddings.py	Updates internal imports to new package path.
azure/cosmos/agent_memory/cosmos_memory_client.py	Adds transcript_metadata_keys kwarg and threads it into pipeline creation.
azure/cosmos/agent_memory/chat.py	Updates internal imports/docstring to new package path.
azure/cosmos/agent_memory/auto_trigger.py	Updates internal imports/docstrings to new package path.
azure/cosmos/agent_memory/aio/store/memory_store.py	Updates internal imports to new package path.
azure/cosmos/agent_memory/aio/store/init.py	Updates re-export import to new package path.
azure/cosmos/agent_memory/aio/services/pipeline.py	Adds transcript_metadata_keys support and updates imports/logger name.
azure/cosmos/agent_memory/aio/services/init.py	Adds async services re-export module under new package path.
azure/cosmos/agent_memory/aio/processors/inprocess.py	Updates internal imports/docstrings to new package path.
azure/cosmos/agent_memory/aio/processors/durable.py	Updates logger + base imports to new package path.
azure/cosmos/agent_memory/aio/processors/base.py	Updates protocol docstring imports to new package path.
azure/cosmos/agent_memory/aio/processors/init.py	Updates re-exports to new package path.
azure/cosmos/agent_memory/aio/embeddings.py	Updates internal imports to new package path.
azure/cosmos/agent_memory/aio/cosmos_memory_client.py	Adds transcript_metadata_keys kwarg and threads it into pipeline creation.
azure/cosmos/agent_memory/aio/chat.py	Updates internal imports/docstrings to new package path.
azure/cosmos/agent_memory/aio/auto_trigger.py	Updates internal imports/docstrings to new package path.
azure/cosmos/agent_memory/aio/init.py	Updates re-export imports/docstring to new package path.
azure/cosmos/agent_memory/_utils.py	Adds/moves shared utilities under new package path.
azure/cosmos/agent_memory/_query_builder.py	Adds/moves query builder under new package path.
azure/cosmos/agent_memory/_counters.py	Updates logger import to new package path.
azure/cosmos/agent_memory/_container_routing.py	Adds/moves container routing under new package path.
azure/cosmos/agent_memory/_base/base_client.py	Updates imports to new package path.
azure/cosmos/agent_memory/_base/init.py	Adds base mixin re-export under new package path.
azure/cosmos/agent_memory/init.py	Updates public re-exports to new namespace and dependency modules.
azure.yaml	Updates azd template name/version metadata for the renamed package.
agent_memory_toolkit/aio/services/init.py	Removes old package-path async services re-export.
agent_memory_toolkit/_base/init.py	Removes old package-path base re-export.
.github/workflows/ci.yml	Updates CI lint/test paths and coverage target to new package path.

Comments suppressed due to low confidence (2)

azure/cosmos/agent_memory/services/_pipeline_helpers.py:200

• build_transcript() now emits allow-listed metadata via json.dumps(filtered) using the default separators, which adds spaces and needlessly increases prompt/token size (the main motivation for the allow-list). Consider using compact separators (and optionally ensure_ascii=False) so metadata projection stays as small as possible while preserving key order.
  azure/cosmos/agent_memory/services/_pipeline_helpers.py:200
• build_transcript() now emits allow-listed metadata via json.dumps(filtered) using the default separators, which adds spaces and needlessly increases prompt/token size (the main motivation for the allow-list). Consider using compact separators (and optionally ensure_ascii=False) so metadata projection stays as small as possible while preserving key order.

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[Copilot]

Pull request overview

Copilot reviewed 126 out of 142 changed files in this pull request and generated no new comments.

Comments suppressed due to low confidence (1)

azure/cosmos/agent_memory/services/_pipeline_helpers.py:202

• _normalize_metadata_keys() currently preserves leading/trailing whitespace in keys. If a caller passes something like [" agent_id "], it will never match real metadata dict keys ("agent_id"), silently dropping allowed metadata. Since this function is the shared normalization point for both client constructors and build_transcript(), it should strip whitespace and drop whitespace-only entries.