Commit graph

123 commits

Author SHA1 Message Date
Nicolò Boschi
cef42d8154
feat(api): warn on unknown request parameters via X-Ignored-Params header (#802)
Add middleware that detects unknown query params and JSON body fields,
logs a server-side warning, and returns an X-Ignored-Params response
header listing the ignored parameters. This surfaces silent parameter
ignoring (e.g. tag=source:slack on /memories/list) without breaking
forward compatibility between client and server versions.

Closes #792
2026-03-31 10:34:04 +02:00
Nicolò Boschi
4768bf39ef
fix(http): recall endpoint drops metadata in response (#797) (#803)
_fact_to_result was missing metadata=fact.metadata, so the HTTP recall
endpoint always returned metadata: null even though the engine preserved it.
2026-03-31 10:12:12 +02:00
Nicolò Boschi
865fb91298
fix(tests): use random port for pg0 in tests to avoid port conflicts (#801)
pg0 supports auto-assigning a free port when port=None. This avoids
test failures when port 5556 is already in use by another process.
2026-03-31 09:38:46 +02:00
Volodymyr Prypeshniuk
1b5c262a8a
fix(gemini): thought_signature read from wrong object and type in 3.1+ tool calls (#785) 2026-03-31 09:09:12 +02:00
Nicolò Boschi
0096115678
fix(engine): classify first-person agent experiences as 'experience' fact type (#775)
* fix(engine): classify first-person agent experiences as 'experience' fact type

The extraction prompt defined "assistant" too narrowly as only "interactions
with assistant (requests, recommendations)", causing the LLM to classify
first-person agent actions (code changes, debugging, discoveries) as "world".

Broadened the fact_type definition in the prompt and Pydantic model descriptions
to cover all first-person actions, experiences, and observations by the speaker.

* style: fix line length in fact_extraction.py
2026-03-31 09:06:36 +02:00
Nicolò Boschi
e5209b18b3
docs: add RERANKER_ZEROENTROPY_BASE_URL to configuration page (#779)
Document the new configurable base URL for the ZeroEntropy reranker
provider added in #766. Also fix a type error where RERANK_URL was
renamed to rerank_url but one usage was missed.
2026-03-30 17:51:04 +02:00
Timur Iskhakov
a915584e39
feat: add configurable base URL for ZeroEntropy reranker (#766) 2026-03-30 17:43:19 +02:00
Nicolò Boschi
cc3cdc2f83 Release v0.4.21
- Update version to 0.4.21 in all components
- Regenerate OpenAPI spec and client SDKs
- Python packages: hindsight-api, hindsight-dev, hindsight-all, hindsight-embed
- Python client: hindsight-clients/python
- TypeScript client: hindsight-clients/typescript
- Rust CLI: hindsight-cli
- Control Plane: hindsight-control-plane
- Helm chart
- Sync documentation to version-0.4
2026-03-30 14:52:50 +02:00
Nicolò Boschi
a8a63818c7
feat(api): add duration_ms to audit log entries (#758)
* feat(api): add duration_ms to audit log entries

Server-computed duration in milliseconds (started_at → ended_at) on
the list audit logs endpoint. Null when ended_at is not set.

Closes #749

* feat(api): add duration_ms to audit log entries and type audit endpoints

- Add server-computed duration_ms (started_at → ended_at) to audit log
  list response. Null when ended_at is not set.
- Add typed Pydantic response models for both audit log endpoints
  (list and stats) so they appear in the OpenAPI spec.
- Regenerate OpenAPI spec and all client SDKs.

Closes #749

* chore: regenerate docs skill after audit log response models
2026-03-30 12:32:02 +02:00
Nicolò Boschi
d8050387e4
fix(mcp): handle Claude Code GET probe and make stateless_http configurable (#757)
* fix(mcp): handle Claude Code GET probe and make stateless_http configurable (#751)

Claude Code v2.1.84+ sends a GET to /mcp/ before POST initialize,
which fails with 405 (stateless) or 400 (stateful). Intercept
sessionless GET requests in MCPMiddleware and return 200 OK so the
client proceeds to POST initialize.

Also make stateless_http configurable via HINDSIGHT_API_MCP_STATELESS
(default: false/stateful) instead of hardcoding true.

Closes #751

* docs: add HINDSIGHT_API_MCP_STATELESS to configuration reference
2026-03-30 12:15:06 +02:00
Nicolò Boschi
38e03e419d
Convert codex tool_choice test to pytest style (#752)
* Convert codex tool_choice test to pytest style

Follow-up to #734: replace unittest.TestCase + manual sys.path
manipulation with idiomatic pytest + @pytest.mark.asyncio,
matching the rest of the test suite.

* Fix test_hierarchical_fields_categorization for new configurable fields

Update expected count from 20 to 21 and add assertions for fields
added by recent PRs: retain_default_strategy, retain_strategies,
max_observations_per_scope, reflect_source_facts_max_tokens,
llm_gemini_safety_settings, mcp_enabled_tools.

* Add LlamaIndex doc to v0.4 versioned docs and sidebars

The LlamaIndex integration doc was added to docs/ (next version) in
#672 but not to versioned_docs/version-0.4/, causing a broken link
on the /integrations page which resolves to the latest version.

* Regenerate docs skill references

Run generate-docs-skill.sh to pick up new integration pages
(codex, llamaindex) and updated configuration docs.

* Add Codex integration doc to v0.4 versioned docs and sidebar

Same issue as LlamaIndex: doc was added to docs/ (next) but not
versioned_docs/version-0.4/, causing broken link on /integrations.
2026-03-30 11:58:59 +02:00
Nicolò Boschi
6488c9bc77
fix: per-bank index creation respects HINDSIGHT_API_VECTOR_EXTENSION config (#755)
create_bank_hnsw_indexes() hardcoded USING hnsw regardless of the configured
vector extension, causing "column cannot have more than 2000 dimensions for
hnsw index" when using pgvectorscale or vchord with high-dimensional embeddings.

Now reads get_config().vector_extension and uses the appropriate index type:
- pgvector → USING hnsw
- pgvectorscale → USING diskann
- vchord → USING vchordrq

Closes #738
2026-03-30 11:37:26 +02:00
Nicolò Boschi
d2965e64e6
fix(retain): inject retain_mission into verbose extraction mode (#745) (#754)
Verbose mode was the only extraction mode that skipped injecting the
retain_mission FOCUS section into its prompt template. Users who set a
retain_mission got no filtering when using verbose mode.
2026-03-30 11:36:36 +02:00
Rutimka
111e8c70a2
fix(codex): don't crash on startup when quota is exhausted (429) (#744)
A 429 usage_limit_reached response during verify_connection() caused the
server to refuse to start entirely. Quota exhaustion is not a configuration
error — the server should start and serve retain/recall requests normally,
it just can't make LLM calls until the quota resets.

Co-authored-by: Marco Rutsch <marco@rutimka.de>
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-30 10:39:12 +02:00
Mr. Khachaturov
f8285b7b90
feat(mcp): add filter_mcp_tools hook for per-user tool visibility (#737)
Add optional filter_mcp_tools() method to OperationValidatorExtension.
Called during tools/list after bank-level mcp_enabled_tools filtering.
Extensions can override to hide MCP tools per-user-per-bank based on
access policies. Default returns all tools unchanged.

- Add filter_mcp_tools to OperationValidatorExtension with default pass-through
- Wire into _get_enabled_tools in _apply_bank_tool_filtering
- Move _ALL_TOOLS to mcp_tools.py to avoid circular import (re-exported from mcp.py)
- Fail-open: if filter raises, log warning and return unfiltered tools
- Enforce ceiling: validator can narrow but never expand beyond bank config
- Add 8 tests: default, filtering, empty set, integration, composition,
  can't-add-tools, exception fail-open, no-validator passthrough
2026-03-30 10:33:09 +02:00
akhater
a209ef1ae2
fix: parse query params from base_url in OpenAI embeddings client (#735)
* fix: parse query params from base_url in OpenAI embeddings client

The OpenAI-compatible LLM provider already parses query parameters
(e.g. ?api-version=xxx for Azure OpenAI) from the base_url and passes
them as default_query to the OpenAI client. However, the OpenAI
embeddings provider did not do this, causing Azure OpenAI embeddings
to fail with 404 errors at runtime.

This applies the same URL parsing logic from the LLM provider to the
embeddings provider, enabling Azure OpenAI embeddings to work correctly.

* ci: add workflow to build fork Docker image

* ci: add slim image build (no local models)

* ci: remove fork build workflow per review request

---------

Co-authored-by: Antoine Khater <ak@ptgroup.eu>
2026-03-30 10:32:10 +02:00
Daoyang Shan
3573e53b1d
Fix Codex named tool_choice in reflect (#734)
Co-authored-by: Sapientropic <noreply@github.com>
2026-03-30 10:31:17 +02:00
Kagura
585ac76f39
fix(claude-code): implement tool_choice support for forced tool calls (#733)
* fix(claude-code): implement tool_choice support for forced tool calls

The call_with_tools() method now properly handles the tool_choice parameter
to force specific tool calls. Previously, the parameter was accepted but ignored,
causing the reflect agent to fail when trying to force specific tools on each
iteration.

Fixes #732

Changes:
- When tool_choice forces a specific function: filter allowed_tools to only
  that tool (with mcp prefix) and add a strong system prompt instruction
- When tool_choice is 'required': add instruction that model must call at
  least one tool
- When tool_choice is 'none': clear allowed_tools and mcp_servers to disable
  all tools
- When tool_choice is 'auto' (default): no change (existing behavior)

This matches the approach used in the OpenAI provider while adapting to the
Claude Agent SDK's lack of native tool_choice parameter by using allowed_tools
filtering and system prompt instructions.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* style: fix ruff formatting in alembic migration

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-30 10:30:53 +02:00
Nicolò Boschi
b32767caa8
feat: add max_observations_per_scope bank config (#729)
* feat: add max_observations_per_scope bank config

Adds a configurable limit on the number of observations per tag scope.
When the limit is reached, consolidation only updates/deletes existing
observations — no new ones are created. Enforcement is done via a
constrained Pydantic response model (max_length on creates list) so the
LLM structurally cannot exceed the limit, plus prompt guidance.

- Config: HINDSIGHT_API_MAX_OBSERVATIONS_PER_SCOPE (-1 = unlimited)
- Reorder action execution: deletes → updates → creates
- Dynamic _ConsolidationBatchResponse with max_length constraint
- Prompt CAPACITY CONSTRAINT section when near/at limit
- Observations with no tags skip the limit entirely
- Control plane UI field + docs

* fix: strengthen max_observations tests with mock LLM + defensive truncation

- Rewrite integration tests to use MockLLM with deterministic responses
  (one observation per fact) instead of relying on real LLM behavior
- Add defensive truncation in _consolidate_batch_with_llm as belt-and-
  suspenders — catches LLM providers that ignore JSON schema max_length
- Tests now assert exact counts, not just upper bounds
2026-03-30 10:29:56 +02:00
Nicolò Boschi
f50cc25dfb
perf(stats): add bank_id to memory_links for direct filtering (#718)
The stats endpoint JOINs memory_links to memory_units just to filter
by bank_id.  With 8.2M+ links per bank this takes 18+ seconds, and
the control plane polls every 10s — perpetually blocking the server.

Add bank_id column directly to memory_links so the query can filter
on ml.bank_id instead of mu.bank_id, letting Postgres push the filter
down before the JOIN.

- Migration: add bank_id TEXT NOT NULL, backfill from memory_units
- All 4 INSERT paths (temporal, semantic, entity, causal) now write bank_id
- Stats query filters on ml.bank_id instead of mu.bank_id
2026-03-27 16:12:13 +01:00
Chris Bartholomew
dffb87080f
fix(migrations): bypass PgBouncer for advisory locks via MIGRATION_DATABASE_URL (#726)
* fix(migrations): use HINDSIGHT_API_MIGRATION_DATABASE_URL when set

Session-level advisory locks are broken when the database URL goes
through PgBouncer in transaction mode: the backend connection is
returned to the pool on COMMIT, orphaning the lock, so multiple pods
can simultaneously run migrations for the same schema.

When HINDSIGHT_API_MIGRATION_DATABASE_URL is set, use it for both
the advisory lock connection and the Alembic run.  Callers should
point this at the direct PostgreSQL endpoint (bypassing the pooler)
so the session-level lock is held for the full migration duration.

* refactor(migrations): move MIGRATION_DATABASE_URL to standard config

Wire HINDSIGHT_API_MIGRATION_DATABASE_URL through HindsightConfig
instead of reading os.getenv() directly in migrations.py. Add the
field to the dataclass, from_env(), log_config(), all call sites,
.env.example, and the configuration docs page.

* fix: update test mocks for migration_database_url kwarg and regenerate docs skill

---------

Co-authored-by: Nicolò Boschi <boschi1997@gmail.com>
2026-03-27 16:01:38 +01:00
Nicolò Boschi
1cac35728f
fix: silence noisy google_genai.models INFO logging (#727)
* fix: silence noisy google_genai.models INFO logging

The google-genai SDK logs "AFC is enabled with max remote calls: 10"
at INFO level on every initialization. Set its logger to WARNING.

* fix: regenerate docs skill in release-integration script

The release script generates changelog/SDK pages but never re-ran
generate-docs-skill.sh, causing CI to fail with out-of-sync skill
files after every integration release. Now it regenerates the skill
and includes the output in the release commit.

Also adds the missing ag2 skill files from the latest release.
2026-03-27 16:01:23 +01:00
Chris Bartholomew
26e6877b53
fix(migration): use IF EXISTS when dropping chunk FK constraint (#725)
* fix(migration): use IF EXISTS when dropping chunk FK constraint

The migration unconditionally dropped memory_units_chunk_fkey, but
depending on the order in which migrations were applied the constraint
may not exist. Use raw SQL with IF EXISTS so the drop is safe regardless.

* fix(migration): make chunk FK add idempotent with DO block

The previous fix only handled the DROP side with IF EXISTS. The ADD side
could still fail with DuplicateObject when the FK already existed on a
schema that was provisioned after the base migration ran.

Wrap the ADD CONSTRAINT in a DO block to catch duplicate_object and
continue, making the migration fully idempotent in both directions.
2026-03-27 14:56:43 +01:00
Rutimka
1ac80bda6f
fix(codex): resolve JSON serialization and logging exception propagation in codex_llm (#724)
Port fixes from #461 (claude_code_llm) to codex_llm:
- Replace json.dumps(result) with result.model_dump_json() for Pydantic models to fix TypeError during consolidation
- Wrap record_llm_call tracing block in try/except so logging failures never propagate to retry handler

Co-authored-by: Marco Rutsch <marco@rutimka.de>
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-27 13:37:30 +01:00
Nicolò Boschi
083295dc6f
feat: add audit log for feature usage tracking (#717)
* feat: add audit log for feature usage tracking

Add full auditability for all mutating and core API operations across
HTTP, MCP, and system (worker) transports. Audit entries record raw
request/response as JSONB, timing (started_at/ended_at), action, and
transport type.

Backend:
- New audit_log table with JSONB columns for expandability without
  future migrations (merge migration of 3 existing heads)
- AuditLogger with fire-and-forget writes via asyncio.create_task
- @audited decorator on 28 HTTP route handlers
- MCP tool audit wrapping for 16 auditable tools
- Worker task execution wrapped with audit_context
- List endpoint with action, transport, date range filters + pagination
- Stats endpoint with per-day counts for charting
- Configurable retention sweep (concurrent-safe DELETE)

Config (env-only, static):
- HINDSIGHT_API_AUDIT_LOG_ENABLED (default: false)
- HINDSIGHT_API_AUDIT_LOG_ACTIONS (comma-separated allowlist, empty=all)
- HINDSIGHT_API_AUDIT_LOG_RETENTION_DAYS (default: -1, keep forever)

Control Plane:
- New "Audit Logs" tab on bank configuration page
- Line chart showing request volume (today/7d/30d) with action filter
- Filterable table with action, transport, date range filters
- Paginated list with detail dialog showing raw request/response JSON

Tests:
- 13 tests covering list, filters, pagination, stats, disabled mode,
  action allowlist, and ordering

* fix: split 3-way merge migration into two 2-way merges

Alembic doesn't support 3-parent merge migrations. Split into a no-op
merge of 2 heads (b1c2d3e4f5g6) followed by the audit_log table
migration merging the third head.

* fix: correct merge migration to merge actual 2 heads

The original analysis incorrectly identified 3 heads. There were only 2
(a3b4c5d6e7f8 and c8e5f2a3b4d1). Remove the unnecessary intermediate
merge migration and fix the audit_log migration to merge these 2 heads.

* fix: use 'heads' instead of 'head' in migration runner

Alembic's upgrade('head') fails when multiple heads exist (e.g. from
namespace package overlaps between hindsight-api and hindsight-api-slim).
Using 'heads' (plural) handles this gracefully by upgrading all branches.

* chore: regenerate OpenAPI spec with audit log endpoints

* chore: regenerate TypeScript client and docs skill OpenAPI spec

Python and Go clients still need regeneration (requires Docker).

* chore: regenerate all client SDKs (Python, Go, TypeScript)

Adds generated audit log API clients for Python (audit_api.py),
Go (api_audit.go), and TypeScript client type updates.
2026-03-27 09:52:03 +01:00
shun yi
417fac61e4
feat: add support for ark and volcano LLM providers (#714)
- Add 'ark' and 'volcano' as valid LLM providers (both are aliases for Volcano Engine)
- Set default model to 'doubao-pro-32k' for both providers
- Add them to OpenAICompatibleLLM provider list
- Exclude from json_object response format support

Co-authored-by: yishun.eason <yishun.eason@bytedance.com>
2026-03-26 17:14:13 +01:00
Nicolò Boschi
a0cea84d82
docs(python-client): async-first pydoc + low-level API access + missing params (#711)
* docs(python-client): improve pydoc strings for async-first usage and low-level API access

- Class docstring now clearly documents async-first pattern: a* methods
  preferred, sync wrappers for scripts/REPLs only
- Every sync method docstring points to its async counterpart
- Every async method docstring says "preferred"
- Expose 10 low-level API properties (documents, entities, operations,
  webhooks, monitoring, etc.) so agents/users can discover the full API
  surface without guessing at _-prefixed internals
- Add missing API parameters: tag_groups (recall/reflect), fact_types,
  exclude_mental_models, exclude_mental_model_ids (reflect),
  observation_scopes/strategy (retain items), background (create_bank)
- Fix areflect missing include_facts param that sync reflect already had
- Sync recall/reflect now delegate to async counterparts (no logic duplication)

* style(retain): format long function call arguments one-per-line
2026-03-26 16:09:58 +01:00
Nicolò Boschi
fd88c0efa5
feat(retain): delta retain — skip LLM for unchanged chunks on upsert (#701)
* feat(retain): delta retain — skip LLM re-extraction for unchanged chunks on upsert

When upserting a document (same document_id), instead of deleting all
facts and re-extracting from scratch, compare chunk content hashes
and only process changed/new chunks. Unchanged chunks keep their
existing facts, entities, and links.

- Add content_hash column to chunks table (migration b3c4d5e6f7a8)
- Add chunk delta comparison functions in chunk_storage.py
- Add delta_mode to fact_storage.handle_document_tracking (skip full delete)
- Add update_memory_units_tags for propagating tag changes to existing facts
- Refactor orchestrator into _try_delta_retain and _full_retain paths
- Automatic fallback to full retain for pre-migration data or all-changed scenarios
- Fix ty type error in metrics.py (resource module import on Windows)
- 16 new tests covering entities, links, tags, metadata, edge cases

* refactor(retain): deduplicate delta and full retain paths

Extract shared _insert_facts_and_links() and _extract_and_embed()
functions used by both the full retain and delta retain paths.
Remove delta_mode flag from handle_document_tracking — delta path
uses dedicated upsert_document_metadata() instead.

* chore: regenerate clients, openapi spec, and lockfile

* chore: regenerate docs skill
2026-03-26 13:50:55 +01:00
Nicolò Boschi
ea4df8dbb5
fix: resolve remaining Dependabot security alerts (#705)
- python-multipart: pin >=0.0.22 (arbitrary file write via non-default config)
- requests: pin >=2.33.0 in litellm, langgraph, crewai integrations (insecure temp file reuse)

Remaining unfixable alerts: diskcache (<=5.6.3, no patch) and Pygments (<=2.19.2, no patch).
2026-03-26 13:43:27 +01:00
Nicolò Boschi
349c112c61
docs: add supported platforms and Windows installation guide (#700)
* docs: add supported platforms section and Windows installation guide

Adds a platform compatibility table (Linux, macOS, Windows) and a
dedicated Windows setup section with step-by-step instructions for
installing PostgreSQL + pgvector and running Hindsight natively.
Follows up on #699 which added Windows native support.

Also fixes a ty type-check error in metrics.py for the conditional
resource module import.

* chore: sync generated clients and lock file after #699

Regenerate client SDKs to pick up ValidationError model changes
and update uv.lock with platform-specific uvloop/winloop deps.

* docs: update Windows section — pg0 now supports Windows

pg0 v0.12.0 added Windows support, so embedded DB works everywhere.
Restructure Windows section to show simple install-and-run first,
with external PostgreSQL as an optional alternative.

* chore: sync generated docs skill and openapi references
2026-03-26 12:01:30 +01:00
Mr. Khachaturov
939cb40a73
fix: include Pydantic v2 fields in ValidationError OpenAPI schema (#697)
FastAPI generates the ValidationError schema with only loc, msg, and
type, but Pydantic v2 actually returns input, ctx, and url as well.
Generated clients with strict JSON decoding (Go's DisallowUnknownFields)
cannot parse real 422 responses — the actual validation message gets
replaced by a confusing JSON decoding error.

- Patch the OpenAPI schema in create_app() to add input, ctx, url
- Regenerate spec and Go client
2026-03-26 11:25:46 +01:00
grimmjoww578
c5700ff5b4
feat: Windows native support — run Hindsight without Docker (#699)
* feat: Windows native support — run Hindsight without Docker on Windows

Four compatibility fixes that allow Hindsight to run natively on Windows
with an external PostgreSQL + pgvector installation:

1. **pyproject.toml**: Conditional event loop dependency
   - `winloop` on Windows (sys_platform == 'win32')
   - `uvloop` on Linux/macOS (sys_platform != 'win32')

2. **main.py**: winloop integration via `winloop.install()`
   - Patches asyncio event loop policy globally before uvicorn starts
   - uvicorn sees "asyncio" but runs winloop underneath (same perf as uvloop)
   - Falls back to default asyncio if winloop unavailable

3. **metrics.py**: Guard `resource` module import
   - `resource` is Unix-only (getrusage, getrlimit)
   - Conditional import with None fallback
   - Skip process metrics collection on Windows

4. **fact_storage.py**: Cross-platform strftime
   - `%-d` (no-padding day) is glibc-only, fails on Windows
   - Replaced with `%d` + `.replace(" 0", " ")` for same output

## Windows Setup Guide

### Prerequisites
- Python 3.11+
- PostgreSQL 17 with pgvector extension
- Ollama (for local embeddings) or external embedding provider

### Install PostgreSQL + pgvector on Windows
```bash
winget install PostgreSQL.PostgreSQL.17

# Build pgvector from source (requires Visual Studio Build Tools)
git clone https://github.com/pgvector/pgvector.git
# In x64 Native Tools Command Prompt:
set PGROOT=C:\Program Files\PostgreSQL\17
nmake /F Makefile.win
nmake /F Makefile.win install

# Enable extension
psql -U postgres -d hindsight -c "CREATE EXTENSION IF NOT EXISTS vector;"
```

### Install and Run Hindsight
```bash
pip install -e ".[embedded-db]"

# Set environment variables
set HINDSIGHT_API_LLM_PROVIDER=openai
set HINDSIGHT_API_LLM_API_KEY=your-api-key
set HINDSIGHT_API_LLM_BASE_URL=https://your-llm-endpoint/v1
set HINDSIGHT_API_LLM_MODEL=your-model
set HINDSIGHT_API_DATABASE_URL=postgresql://postgres@localhost:5432/hindsight
set HINDSIGHT_API_EMBEDDING_PROVIDER=ollama
set HINDSIGHT_API_PORT=8889

hindsight-api
```

Data persists in PostgreSQL on your local disk — survives reboots,
updates, and anything that would wipe a Docker volume.

Tested on Windows 11 with PostgreSQL 17.9, pgvector 0.8.2,
Python 3.11, RTX 5080 (CUDA embeddings + reranking).

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: handle strftime ValueError on Windows in fact_storage

The strftime call on occurred_start/occurred_end can raise ValueError
on Windows when the datetime object has unexpected format properties.
Wrap in try/except to gracefully skip date signal rather than crash
the entire retain batch.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:23:03 +01:00
Nicolò Boschi
6bb83f4600
fix: control plane UI fixes for recall and data view (#693)
* fix: control plane UI fixes for recall and data view

- Sanitize NaN cross-encoder scores to 0.0 in reranking pipeline
  (Pydantic serializes NaN as JSON null, breaking UI score display)
- Add null-coalesce for score in search debug view to prevent crash
- Switch data view text filter from debounced onChange to Enter key
  (avoids slow ILIKE queries on every keystroke for large banks)
- Show loading spinner in search icon during filter requests
- Preserve search/tag filters when clicking "Load more"

* chore: sync generated files after rebase
2026-03-25 18:42:57 +01:00
Nicolò Boschi
9e5a066d26
feat: add 'none' LLM provider for chunk-only storage mode (#691)
Adds a proper 'none' provider option so users can run Hindsight as a
chunk store with semantic search but without any LLM dependency, replacing
the hacky workaround of setting provider to 'mock'.

When HINDSIGHT_API_LLM_PROVIDER=none:
- Retain automatically uses chunks mode (no fact extraction)
- Recall works normally (semantic search, BM25, graph retrieval)
- Reflect returns HTTP 400 with clear error message
- Consolidation/observations are disabled
- Mental model refresh returns HTTP 400
- No API key required
2026-03-25 18:01:20 +01:00
Nicolò Boschi
5095d5e36f
feat(reflect): make source facts in search_observations configurable (#688)
* feat(reflect): make source facts in search_observations configurable

The recent fix (#669) hardcoded include_source_facts=False in
search_observations to prevent context overflow. This makes it
configurable via HINDSIGHT_API_REFLECT_SOURCE_FACTS_MAX_TOKENS
(env/tenant/bank), defaulting to -1 (disabled).

- -1: source facts disabled (current behavior, default)
- 0: source facts enabled with no token limit
- >0: source facts enabled with a token budget

* docs: add reflect_source_facts_max_tokens to configuration reference

* fix: update configurable fields count in tests and regenerate docs skill
2026-03-25 17:54:49 +01:00
Nicolò Boschi
db70fdbe5e
feat: add LiteLLM LLM provider for Bedrock and 100+ providers (#679)
* feat: add LiteLLM LLM provider for Bedrock and 100+ providers

Add a new `litellm` LLM provider that uses the LiteLLM SDK for chat
completions and tool calling, enabling AWS Bedrock and 100+ other
providers for Hindsight's core engine (retain, recall, reflect).

- New LiteLLMLLM provider in engine/providers/litellm_llm.py
- Registered in factory, valid providers list, and no-api-key set
- Refactored API key validation to use requires_api_key() helper
- Added boto3 dependency for Bedrock auth
- Updated docs: configuration, models, monitoring, providers grid

* feat: add bedrock as first-class LLM provider alias

Add `bedrock` as a dedicated provider name that auto-prepends the
`bedrock/` prefix to model names and delegates to LiteLLMLLM under
the hood. This makes Bedrock support more discoverable — users set
`HINDSIGHT_API_LLM_PROVIDER=bedrock` with plain Bedrock model IDs.

* test: add Bedrock to CI provider tests

- Add bedrock/us.amazon.nova-lite-v1:0 to MODEL_MATRIX in test_llm_provider.py
- Add AWS credential check in should_skip_provider()
- Pass AWS_ACCESS_KEY_ID, AWS_SECRET_ACCESS_KEY, AWS_REGION_NAME secrets to test-api job
- Update default bedrock model to amazon.nova-2-lite-v1:0

* fix: regenerate docs skill files and bump memory test timeout

- Regenerate skills/hindsight-docs references after docs changes
- Bump test_llm_provider_memory_operations timeout to 600s for slower
  providers like Bedrock via LiteLLM

* test: skip bedrock lite models in memory operations test

Nova Lite has a 10K output token limit which is too low for fact
extraction (requires 64K). The api_methods test (completion, tools,
structured output) already validates the provider works correctly.

* test: use Nova Pro for bedrock CI tests to cover full memory pipeline

Nova Lite only supports 10K output tokens, too low for fact extraction.
Switch to Nova Pro which supports the full 64K output needed for
retain/reflect operations. This ensures bedrock is tested on all
Hindsight functionalities, not just basic API methods.

* test: switch bedrock CI to Nova 2 Lite (supports 64K output tokens)

Nova v1 models (Pro, Lite) have a 10K output token limit which is
too low for fact extraction. Nova 2 Lite supports 64K+ output tokens,
enabling full memory pipeline testing (retain + reflect).
2026-03-25 14:17:38 +01:00
Philipp Oppolzer
c5273f5fd4
fix: coerce JSON-string tags to list in MemoryItem and MCP tools (#682)
MCP tool bridges sometimes serialize JSON arrays as strings during
transport, e.g. '["a", "b"]' arrives as the literal string '["a", "b"]'
instead of a native JSON array. This causes Pydantic to reject the
input with a validation error.

Add defensive coercion at two layers:

1. HTTP API (http.py): Pydantic field_validator on MemoryItem.tags
   with mode="before" that parses JSON strings back into lists.
2. MCP tools (mcp_tools.py): Same coercion in build_content_dict
   before tags reach the Pydantic model.

A plain non-JSON string is wrapped in a single-element list.
Correctly-formatted input is passed through unchanged.

Co-authored-by: Philipp <philipp@Philipps-MacBook-Pro.local>
2026-03-25 14:16:47 +01:00
Philipp Oppolzer
4285e94406
feat(mcp): add strategy parameter to retain tool (#684)
Expose the named retain strategy on the MCP retain tool, matching the
HTTP API's per-item strategy support. This allows MCP clients (Claude
Code, Claude Desktop, etc.) to specify extraction behavior per memory:

  strategy: "exact"   → verbatim storage, no LLM processing
  strategy: "verbose" → detailed extraction
  strategy: "concise" → default compressed extraction

Strategies are defined in bank config under retain_strategies.
Unknown strategy names are logged and ignored (bank default applies).

Changes:
- Add strategy param to both retain function signatures (with/without bank_id)
- Add strategy to build_content_dict
- Strategy is set in the content dict, which the engine already handles per-item

Co-authored-by: Philipp <philipp@Philipps-MacBook-Pro.local>
2026-03-25 14:16:24 +01:00
Nicolò Boschi
0bcbf8491b
fix: return metadata in recall responses (#680)
* fix: return metadata in recall responses (#674)

Metadata stored during retain was never retrieved during recall.
Add metadata to all SQL SELECT queries, the RetrievalResult dataclass,
ScoredResult.to_dict(), and MemoryFact construction in the recall pipeline.

* test: add metadata round-trip test for retain→recall

Replace placeholder metadata test with one that actually passes
metadata via retain_batch_async and asserts it is returned on recall.

* fix: parse metadata JSON string from database in MemoryFact

asyncpg may return JSONB columns as strings. Add a field_validator
to MemoryFact.metadata to handle JSON string deserialization.
2026-03-25 11:24:18 +01:00
Nicolò Boschi
f0f0d554f2
security: exclude litellm 1.82.8 (supply chain compromise) (#673)
* security: exclude litellm 1.82.8 (supply chain compromise)

litellm 1.82.8 on PyPI contains a malicious .pth file that
automatically steals credentials on Python startup (no import needed).
See: https://github.com/BerriAI/litellm/issues/24512

Our Docker images ship 1.82.6 and are unaffected, but the open version
constraints (>=1.0.0, >=1.40.0) would allow resolving to 1.82.8 on
fresh installs or lockfile refreshes.

* security: cap litellm at <=1.82.6 (1.82.7 also compromised)

* chore: regenerate uv.lock and openapi spec

* fix: update test to match claude-haiku-4-5 default model name and regenerate docs skill

* chore: fix ruff formatting in generate_changelog.py
2026-03-25 10:21:02 +01:00
Nicolò Boschi
58e68f3e4a
feat: remove hardcoded default models from integrations (#670)
* feat(openclaw): remove hardcoded default models, rely on Hindsight API defaults

* feat(claude-code): remove hardcoded default models, rely on Hindsight API defaults

* feat(claude-code,docs): remove hardcoded default models from claude-code integration and docs

* feat: use claude-haiku-4-5 as default Anthropic model
2026-03-24 17:20:15 +01:00
Nicolò Boschi
08d2c78ae7 Release v0.4.20
- Update version to 0.4.20 in all components
- Regenerate OpenAPI spec and client SDKs
- Python packages: hindsight-api, hindsight-dev, hindsight-all, hindsight-embed
- Python client: hindsight-clients/python
- TypeScript client: hindsight-clients/typescript
- Rust CLI: hindsight-cli
- Control Plane: hindsight-control-plane
- Helm chart
- Sync documentation to version-0.4
2026-03-24 09:19:14 +01:00
Kagura
8e2e2d5bf2
fix(reflect): disable source facts in search_observations to prevent context overflow (#669)
search_observations in the reflect agent hardcoded include_source_facts=True
with max_source_facts_tokens=-1 (unlimited). For banks with many observations
backed by thousands of facts, a single tool call could produce 300K+ tokens,
exceeding the default 100K context budget and causing forced synthesis with
an empty 'Retrieved Data' section.

The reflect agent synthesizes from observations, not raw backing facts.
Disable source facts to keep payloads proportional to observation count
(~6K vs ~310K in the reporter's case).

The consolidation path already has configurable source fact limits (PR #509,
v0.4.17). The reflect path was not updated.

Fixes #668

Co-authored-by: Kagura Chen <daniyuu19@sjtu.edu.cn>
2026-03-24 09:12:54 +01:00
Nicolò Boschi
e6333719ee
fix(entity_resolver): prevent _pending_stats/_pending_cooccurrences memory leak (#662)
* fix(entity_resolver): prevent _pending_stats/_pending_cooccurrences memory leak

Add discard_pending_stats() to EntityResolver to clean up both pending dicts
for the current task key. Call it at the start of each _run_db_work attempt so
that exceptions between accumulation and flush_pending_stats() — including
deadlock retries — never leave stale entries keyed by recycled task IDs.

Fixes #660

* test(entity_resolver): add unit tests for discard_pending_stats()

Covers: clears both dicts for current task, is idempotent when empty,
and does not touch entries belonging to other task keys.
No database required — purely in-memory logic.
2026-03-23 16:06:04 +01:00
Nicolò Boschi
a9e6d9f731
test: add unit tests for pg_trgm auto-detection and ValidationResult.accept_with() enrichment (#650)
* test: add unit tests for pg_trgm auto-detection and ValidationResult.accept_with() enrichment

Two recent PRs landed without dedicated tests:
- #626/#649 (pg_trgm fallback in EntityResolver): add 5 mocked unit tests
  covering the trigram→full fallback, single-check guarantee, and sticky
  downgrade behaviour.
- #639 (accept_with() enrichment): add 7 pure unit tests for the factory
  method plus 5 integration tests verifying the engine applies enriched
  contents (retain) and tags/tag_groups (recall) returned by validators.
  Also verifies RecallContext carries tag filter state.

* fix: remove 504 from reflect OpenAPI spec to fix progenitor Rust client build

progenitor-impl-0.11.2 panics with `assertion failed: response_types.len() <= 1`
when an endpoint declares more than one response type. PR #643 added
`responses={504: ...}` to the reflect decorator, which injected a second
response type into the generated OpenAPI spec and broke the Rust client build.

Remove the `responses=` kwarg — the 504 is still raised at runtime via
JSONResponse(status_code=504), it just won't appear in the OpenAPI schema.
Regenerate openapi.json accordingly.

* chore: sync generated files and ruff formatting (lint + docs skill)
2026-03-23 10:33:09 +01:00
Petr Plenkov
8ce06e3e7c
Add wall-clock timeout to reflect operations (#643)
* Initial plan

* feat: add wall-clock timeout to reflect operations (fixes vectorize-io/hindsight#642)

Add a configurable wall-clock timeout (default: 300s / 5 minutes) for
the entire reflect operation. This prevents reflect calls from hanging
for up to 40 minutes when LLM calls are slow or iteration counts are
high.

Changes:
- Add DEFAULT_REFLECT_WALL_TIMEOUT (300s) config constant
- Add HINDSIGHT_API_REFLECT_WALL_TIMEOUT env variable support
- Wrap run_reflect_agent() with asyncio.wait_for() in reflect_async()
- Return HTTP 504 on timeout in the reflect HTTP endpoint
- Add unit test for wall-clock timeout enforcement

Co-authored-by: ThePlenkov <6381507+ThePlenkov@users.noreply.github.com>
Agent-Logs-Url: https://github.com/ThePlenkov/hindsight/sessions/a123d68b-aca1-4040-8bba-8c4f0fab2e2c

* fix: address PR review findings (OpenAPI 504, docs, type hints, main.py TypeError, overlapping exceptions, lazy logging)

Co-authored-by: ThePlenkov <6381507+ThePlenkov@users.noreply.github.com>
Agent-Logs-Url: https://github.com/ThePlenkov/hindsight/sessions/dd574a88-53a3-4f9e-bba7-5a40b0eddb99

---------

Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com>
Co-authored-by: ThePlenkov <6381507+ThePlenkov@users.noreply.github.com>
2026-03-23 09:19:26 +01:00
Coder
365fa3ce50
Fix pg_trgm unavailability causing startup crash and silent retain failures (#626) (#649)
On managed PostgreSQL services (e.g. Azure Flexible Server), the pg_trgm
extension may not be available, causing two failures:

1. Migration c1a2b3d4e5f6 crashes on CREATE EXTENSION
2. Even if migration is bypassed, the default 'trigram' entity lookup
   strategy uses the % operator which requires pg_trgm, causing retain
   background tasks to fail silently

Changes:
- Migration now gracefully skips pg_trgm and index creation if the
  extension cannot be loaded
- EntityResolver auto-detects pg_trgm availability on first use and
  falls back to 'full' lookup strategy with a warning log

Co-authored-by: coder999999999 <coder999999999@users.noreply.github.com>
2026-03-23 09:18:59 +01:00
Mr. Khachaturov
2eb1019da9
feat(extensions): add context enrichment to OperationValidatorExtension (#639)
Validators can now return enriched data via ValidationResult.accept_with()
instead of only accepting or rejecting operations. The engine applies
returned fields (contents, tags, tag_groups) to the operation parameters.

- Add accept_with() factory to ValidationResult with optional enrichment
  fields: contents, tags, tags_match, tag_groups
- Add tags, tags_match, tag_groups to RecallContext so validators can
  see current filter state
- Update _validate_operation to return ValidationResult
- Apply enrichment from result at all retain (2 sites) and recall call
  sites in MemoryEngine
- Existing validators using accept()/reject() work unchanged
2026-03-23 08:57:02 +01:00
Sebastian B Otaegui
2f2db2a6e2
fix: strip markdown code fences from all LLM providers, not just local (#646)
LLM providers like MiniMax wrap JSON responses in markdown code fences
(```json ... ```), causing JSON parse failures and 5-11 retries per
extraction. The existing fence stripping logic was gated to only
"lmstudio" and "ollama" providers (and for Ollama, unreachable due to
the _call_ollama_native redirect).

Changes:
- Extract _strip_code_fences() helper function
- Apply fence stripping to all providers in call() (not just local)
- Add fence stripping safety net to _call_ollama_native()
- Add 10 tests covering bare JSON, fenced JSON, malformed fences,
  and real-world MiniMax response format

Fixes vectorize-io/hindsight#645

Co-authored-by: feniix <feniix@desktop>
2026-03-22 21:29:16 +01:00
Nicolò Boschi
5cdc714a38
fix(recall): reject empty queries with 400 and fix SQL parameter gap (#632)
* fix(recall): reject empty queries with 400 and fix SQL parameter gap causing IndeterminateDatatypeError

When query text contains only punctuation/symbols (no word characters after
normalization), the BM25 arms are skipped but the old code still placed `limit`
at \$3 in the params list. If tags or tag_groups were also set, their params
(\$4+) were referenced in the SQL while \$3 was a gap, causing PostgreSQL to
raise IndeterminateDatatypeError.

Fix the parameter layout so `limit` is only appended to params when tokens are
present (i.e. when BM25 arms actually use LIMIT \$3), and shift tags_param_idx
from 4 to 3 in the no-tokens path.

Also add a field_validator on RecallRequest.query that rejects empty-after-
normalization queries at the API layer with a 400 before they reach the DB.

* refactor: extract tokenize_query helper and reuse in RecallRequest validator
2026-03-21 20:24:36 +01:00
Andrew Barnes
3f31cbf505
fix: allow claude-agent-sdk installation on Linux/Docker (#644)
Remove the sys_platform == 'darwin' constraint that prevented
claude-agent-sdk from installing on Linux, breaking the claude-code
provider in Docker containers.

Fixes #640
2026-03-21 20:23:38 +01:00
DK09876
8364b9c5d5
fix: MCP tool calls fail when MCP_AUTH_TOKEN and TENANT_API_KEY differ (#635)
* fix: MCP tool calls fail when MCP_AUTH_TOKEN and TENANT_API_KEY differ

When both HINDSIGHT_API_MCP_AUTH_TOKEN and ApiKeyTenantExtension are
configured with different values, MCP transport auth passes but tool
execution fails because the MCP token gets re-validated against the
tenant API key in the engine layer.

Add mcp_authenticated flag to RequestContext so the engine skips tenant
re-validation when MCP transport auth already succeeded.

Fixes #627

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* test: strengthen assertion to verify no auth error in tool response

The original test only checked that "banks" key existed in the response,
which was true even for error responses like {"error": "...", "banks": []}.
Now asserts "error" not in parsed to properly catch auth failures.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-20 18:36:05 +01:00
Christian Navolskyi
20e17f28ad
Enhance OpenAI client initialization with query params (#623)
Extract query parameters from base_url when creating the OpenAI client.
2026-03-19 20:46:51 +01:00
Nicolò Boschi
ea662d062e
feat: fact_types and mental model exclusion filters for reflect (#615)
* feat: add fact_types and mental model exclusion filters to reflect and mental models

Adds three new filtering options to both the reflect endpoint and mental model creation/refresh:

- `fact_types`: restrict which fact types (world, experience, observation) are retrieved.
  Disables irrelevant agent tools entirely (no wasted tokens).
- `exclude_mental_models`: skip the search_mental_models tool altogether.
- `exclude_mental_model_ids`: exclude specific mental models by ID (merged with the
  existing self-exclusion logic during mental model refresh).

For mental models, options are persisted in the existing `trigger` JSONB column so they
are automatically applied on every refresh. The `UpdateMentalModelRequest` already
proxies `trigger`, so no extra endpoint changes are needed.

Also fixes the test fixture (`pg0_db_url` in conftest.py) to correctly resolve pg0://
URLs and run migrations before tests, which was causing all DB-dependent tests to fail
with "relation public.banks does not exist" when HINDSIGHT_API_DATABASE_URL=pg0://uuuu.

* fix: guard against disabled-tool hallucination and regenerate clients

- Add enabled_tools guard in reflect agent: if an LLM calls a tool that
  was excluded (e.g. recall when fact_types=["observation"]), return an
  error result instead of executing it
- Regenerate OpenAPI spec and all SDK clients (Go, Python, TypeScript)
  to include new fact_types / exclude_mental_models fields

* fix: add missing ReflectRequest fields in Rust CLI struct initializers

* fix: filter hallucinated tool calls before trace to prevent disabled tools appearing in results

* chore: merge main, fix lint formatting and update skills openapi.json

* feat: expose fact_types, exclude_mental_models, exclude_mental_model_ids in control plane UI

* fix: add missing trigger fields to MentalModel type in control plane api.ts

* fix: add missing trigger fields to local MentalModel interface in mental-models-view

* feat: tabbed mental model dialogs (Basic / Options tabs)

* refactor: shared FactTypeFilter component, tabbed mental model dialogs use General tab, clean up labels

* feat: pill-style toggle buttons for fact type filter (blue/emerald/amber per type)

* fix: add spacing between Fact Types label and pills, rename to Exclude all mental models
2026-03-19 17:03:41 +01:00
Chris Bartholomew
94cf89b570
Fix non-atomic async operation creation (#619)
* Fix non-atomic async operation creation in _submit_async_operation

Previously the method performed two separate database round-trips:
1. INSERT into async_operations with no task_payload (null)
2. submit_task → UPDATE to set task_payload

A process crash or network error between steps 1 and 2 left a row with
task_payload IS NULL permanently. The worker's claim query requires
task_payload IS NOT NULL, so these orphaned rows could never be picked up
and the queue appeared degraded indefinitely.

Fix: build full_payload before the INSERT and include task_payload in the
same INSERT statement, making operation creation atomic. submit_task is
still called afterwards — for SyncTaskBackend it executes the task
immediately (unchanged behaviour); for BrokerTaskBackend it becomes an
idempotent UPDATE (payload already set) kept for symmetry.

* Preserve datetime payloads in atomic async insert
2026-03-19 16:38:04 +01:00
Chris Bartholomew
439424559e
Fix orphaned batch_retain parents when child fails via unhandled exception (#618)
* Fix orphaned batch_retain parents when child fails via unhandled exception

When a child retain operation fails with an unhandled exception (e.g. a DB
constraint violation), the memory engine's transaction is rolled back entirely,
including any call to _maybe_update_parent_operation. The poller's fallback
_mark_failed then updates the child status but leaves the parent batch_retain
permanently stuck in 'pending'.

Fix: wrap _mark_failed in a transaction and call a new poller-level
_maybe_update_parent_operation after marking the child failed. This mirrors
the memory engine's own parent-update logic and ensures the parent is
resolved to completed/failed regardless of how the child failure was detected.

The poller's implementation locks the parent row, checks all siblings, and
only finalises the parent once all siblings have reached a terminal state.
Errors in parent propagation are logged but do not affect the child failure
path, which is the critical state change.

* Add tests for _mark_failed parent propagation in WorkerPoller

Tests cover the new _maybe_update_parent_operation logic:
- Last sibling fails → parent batch_retain becomes failed
- Sole child fails → parent becomes failed
- Sibling still pending → parent stays pending (no premature resolution)
- No parent in result_metadata → safe no-op
- End-to-end: unhandled exception via execute_task propagates to parent
2026-03-19 14:55:26 +01:00
Nicolò Boschi
4c4b3568db
fix(security): address all Dependabot vulnerability alerts (#617)
Python (uv.lock, pyproject.toml):
- authlib 1.6.6 → 1.6.9 (JWS header injection, OIDC hash binding, Bleichenbacher padding oracle)
- pyasn1 0.6.2 → 0.6.3 (unbounded recursion DoS)
- pyjwt 2.10.1 → 2.12.1 (unknown crit header extensions - also in integration-tests and crewai)
- orjson 3.11.4 → 3.11.7 (deeply nested JSON recursion DoS)
- tornado 6.5.2 → 6.5.5 (multipart DoS, incomplete cookie validation)

npm (package.json, package-lock.json):
- next ^16.1.6 → ^16.1.7 (HTTP smuggling, CSRF bypass, cache DoS, null origin bypass)
- fast-xml-parser override updated to >=5.5.6 (numeric entity expansion bypass)
- undici override added >=7.24.0 (WebSocket overflow, smuggling, CRLF injection, DoS)
- flatted override added >=3.4.0 (unbounded recursion DoS)
- svgo override added >=3.3.3 (DOCTYPE entity expansion DoS)
- dompurify override added >=3.3.2 (XSS vulnerability)
2026-03-19 14:27:52 +01:00
Chris Bartholomew
438ce98b40
Fix entity_id null constraint for non-ASCII entity names (#612)
* Fix entity_id null constraint for non-ASCII entity names (Turkish İ etc.)

Python's str.lower() and PostgreSQL's LOWER() produce different results for
some Unicode characters. The most common case is Turkish İ (U+0130):
  Python:     'İstanbul'.lower() == 'i\u0307stanbul' (i + combining dot, 2 chars)
  PostgreSQL: LOWER('İstanbul') == 'istanbul' (plain i, 1 char)

In _resolve_from_candidates, the fallback SELECT for conflicted entity names
passed Python-lowercased strings to LOWER(canonical_name) = ANY($names), so
PostgreSQL couldn't match them. entity_ids[idx] stayed None, which then
caused a NOT NULL violation on unit_entities.entity_id, failing the entire
retain.

Fix: pass original mixed-case names to the fallback SELECT and use
LOWER(canonical_name) = ANY(SELECT LOWER(n) FROM unnest($2) AS n) so
PostgreSQL lowercases both sides identically. The query also returns the
original input_name so we can add a Python-lowercased key to id_by_name
for the assignment loop that uses Python-lowercased keys.

* Add regression test for Unicode entity conflict
2026-03-19 10:32:47 +01:00
Nicolò Boschi
446c75f3e2
fix: correctly map LLM fact_type \"assistant\" to \"experience\" for DB storage (#609)
The Pydantic model extraction paths (batch API and parallel extraction) used
fact_from_llm.fact_type directly, bypassing the \"assistant\" → \"experience\"
conversion and causing DB CHECK constraint violations.

Unified the conversion logic across all paths:
- \"assistant\" → \"experience\"
- \"world\" → \"world\"
- anything else: fall back to fact_kind (\"assistant\" → \"experience\"), else \"world\"
2026-03-19 10:32:08 +01:00
Octopus
1f1462a5f6
feat: upgrade MiniMax default model from M2.5 to M2.7 (#606)
* feat: upgrade MiniMax default model from M2.5 to M2.7

MiniMax has released MiniMax-M2.7, their latest model with a 1M context
window (up from 204K). This updates the default model across config,
docs, and examples. M2.5 remains fully compatible for users who prefer it.

- Update PROVIDER_DEFAULT_MODELS to MiniMax-M2.7
- Update .env.example and documentation references
- Add test_minimax_provider.py with M2.7 and backward compat tests

* chore: remove test file per review feedback

---------

Co-authored-by: PR Bot <pr-bot@minimaxi.com>
2026-03-18 17:15:20 +01:00
Nicolò Boschi
0727f2d069 Release v0.4.19
- Update version to 0.4.19 in all components
- Regenerate OpenAPI spec and client SDKs
- Python packages: hindsight-api, hindsight-dev, hindsight-all, hindsight-litellm, hindsight-crewai, hindsight-pydantic-ai, hindsight-hermes, hindsight-agno, hindsight-embed
- Python client: hindsight-clients/python
- TypeScript client: hindsight-clients/typescript
- Rust CLI: hindsight-cli
- Control Plane: hindsight-control-plane
- OpenClaw integration: hindsight-integrations/openclaw
- AI SDK integration: hindsight-integrations/ai-sdk
- Chat SDK integration: hindsight-integrations/chat
- Helm chart
- Sync documentation to version-0.4
2026-03-18 14:29:15 +01:00
Nicolò Boschi
28dac7c7f8
fix: prevent silent memory loss on consolidation LLM failure (#601)
* fix: prevent silent memory loss on consolidation LLM failure

When all LLM retries are exhausted during consolidation, memories were
being marked consolidated_at unconditionally, permanently excluding them
from future consolidation runs without producing any observations.

Fix with two complementary mechanisms:
- Adaptive batch splitting: on LLM failure, the batch is halved and
  retried recursively down to batch_size=1, recovering most transient
  failures (rate limits, Pydantic validation on long prompts) without
  operator intervention
- consolidation_failed_at column: only single-memory batches that still
  fail after all retries are marked here instead of consolidated_at, so
  they remain visible and retryable
- New API endpoint POST /v1/default/banks/{bank_id}/consolidation/retry-failed
  resets these memories for the next consolidation run

* chore: regenerate OpenAPI spec

* fix: rename consolidation endpoint from /retry-failed to /recover

* fix: add consolidation_failed_at column, adaptive batch splitting, and recovery API

- Migration a3b4c5d6e7f8: add consolidation_failed_at TIMESTAMPTZ column to
  memory_units with an index for efficient failure queries; properly chains off
  g7h8i9j0k1l2 (backsweep_orphan_observations)
- Consolidator: filter pending memories with consolidation_failed_at IS NULL
  so failed memories are not re-fetched in an infinite loop
- Consolidator: adaptive batch splitting — when a batch exhausts all 3 LLM
  retries, halve it and retry sub-batches recursively; only single-memory
  batches that also exhaust all retries get consolidation_failed_at set
- New tests (9 total) covering: adaptive splitting recovers all memories,
  larger batch splitting, single-memory permanent failure, exclusion from
  next run, partial batch failure, recover resets columns, recover returns
  0 when none failed, recover-then-consolidate succeeds, HTTP endpoint

* chore: regenerate Go, Python, TypeScript clients with recover consolidation endpoint

* feat: add Recover Consolidation action to bank Actions dropdown

* style: apply ruff formatting to http.py and config.py

* fix: handle consolidation scope in large batch test mock LLM

The mock LLM was returning {"facts": ...} for ALL calls including consolidation.
Consolidation doesn't use skip_validation=True so it expects a _ConsolidationBatchResponse
instance, not a raw dict. Before this PR consolidation silently swallowed the AttributeError
(failed=False was returned); now failed=True triggers adaptive splitting and timeouts.

Fix: return _ConsolidationBatchResponse() when scope=="consolidation".

* fix: restrict claude-agent-sdk to macOS platform only (no Linux wheel available)

Also fix pre-existing type errors: use setattr for XLM-RoBERTa monkey-patch
and add missing reranker_local_fp16/bucket_batching/batch_size fields to main.py config constructor.

* fix: add UV_INDEX_STRATEGY=unsafe-best-match to fix markupsafe cp314 wheel conflict

PyTorch CPU index serves markupsafe==3.0.3 with only cp314 wheels.
uv's default first-index strategy stops at the first index with any version
even if no compatible wheel exists. unsafe-best-match searches all indices
for the best compatible wheel, falling back to PyPI for markupsafe.

* fix: use explicit pytorch index to prevent markupsafe wheel conflict

Configure the pytorch CPU index as explicit=true in pyproject.toml so it is
ONLY used for torch (via [tool.uv.sources]). All other packages (including
markupsafe) are resolved exclusively from PyPI, preventing the pytorch index
from serving incompatible cp314-only wheels for non-pytorch packages.

Remove UV_INDEX and UV_INDEX_STRATEGY from CI workflow (no longer needed
since the index is now configured in pyproject.toml).

* ci: trigger CI run

* ci: retry trigger

* ci: trigger after remote URL fix

* ci: add workflow_dispatch to unblock manual trigger

* fix: remove empty env blocks left after UV_INDEX removal

* fix: add type: ignore for optional claude_agent_sdk imports (macOS-only)

* fix: correct type: ignore rules for claude_agent_sdk and fix utcnow deprecation
2026-03-17 20:15:33 +01:00
Nicolò Boschi
e4f8a157c2
feat(retain): verbatim, chunks modes and named retain strategies (#593)
* feat(retain): add verbatim extraction mode

Adds retain_extraction_mode="verbatim" that stores each chunk as-is
without LLM summarization. The LLM still runs to extract entities,
temporal info, and location for full indexability — only the fact text
is replaced with the original chunk content (one memory per chunk).

Useful for RAG-style indexing and benchmarks where original text
must be preserved in memory.

- Add "verbatim" to RETAIN_EXTRACTION_MODES in config.py
- Add VERBATIM_FACT_EXTRACTION_PROMPT with instructions to preserve text
- Add _collapse_to_verbatim() post-processing to enforce 1 fact/chunk
- Expose in bank config UI dropdown with updated description
- Update configuration.md docs with verbatim mode description
- Add unit test for _collapse_to_verbatim and integration test via LLM
- Fix pre-existing main.py CLI override missing new reranker fields
- Fix pre-existing cross_encoder.py ty type error via setattr

* refactor(retain): verbatim mode skips 'what' field entirely

Instead of asking the LLM to echo the chunk text back into 'what' and
then discarding it, verbatim mode now uses a dedicated schema
(VerbatimExtractedFact) that omits the 'what' field altogether.
The LLM only returns metadata (entities, temporal info, location, who),
saving output tokens and avoiding any risk of paraphrasing before the
backfill.

- Add VerbatimExtractedFact / VerbatimFactExtractionResponse models
- Verbatim mode skips causal-relations section (nothing to relate causally)
- _extract_facts_from_chunk: allow missing 'what' in verbatim mode,
  set combined_text="" (backfilled by _collapse_to_verbatim)
- Update verbatim prompt to say DO NOT include 'what'

* feat(retain): add index_only extraction mode

Zero-LLM retain mode: chunks are stored as-is with no LLM call, no
entity extraction, and no temporal indexing. Embeddings still run for
semantic search. User-provided entities via RetainContent.entities
are the sole source of entity data.

Early return placed before the batch-API check so no LLM queue or
concurrency locks are acquired.

- Add "index_only" to RETAIN_EXTRACTION_MODES
- Add _extract_facts_index_only() with pure Python chunking path
- Add to UI dropdown and update description
- Update configuration.md with index_only docs and table entry
- Add unit test asserting zero token usage and exact text preservation

* feat(retain): add named retain strategies

Allows mixing extraction modes in a single bank via named strategies.
Each strategy is a set of hierarchical config overrides (extraction_mode,
chunk_size, entity_labels, entities_allow_free_form, etc.) applied on
top of the resolved bank config at retain time.

- retain_strategies: dict of strategy_name → config overrides (bank config)
- retain_default_strategy: default strategy when none specified (bank config)
- strategy field on /retain request: per-call override
- apply_strategy() in config_resolver applies overrides via dataclasses.replace()
- strategy propagates through retain_batch_async → _retain_batch_async_internal
  and through the async worker task payload
- Any hierarchical field is overridable per strategy, including entity_labels
  and entities_allow_free_form
- Docs updated with strategy configuration example and RRF fairness note
- Unit test for apply_strategy covering overrides, unknown strategy, and
  non-hierarchical field filtering

* feat(retain): add per-item strategy and strategy tests

- Add `strategy` field to `MemoryItem` so individual items in a retain
  request can override the request-level strategy
- Add `strategy` field to `FileRetainMetadata` for per-file strategy
  override in file retain requests
- Group memory items by effective strategy in `api_retain`; each group
  is processed as a separate batch, results are aggregated
- Thread strategy through `submit_async_file_retain` →
  `_handle_file_convert_retain` → retain task payload
- Add `operation_ids` to `RetainResponse` for async requests with
  mixed per-item strategies
- Add `test_strategy_overrides_extraction_mode_for_index_only`: unit
  test verifying a named strategy with index_only bypasses the LLM
- Add `test_retain_request_per_item_strategy_field`: unit test for
  per-item strategy grouping logic

* feat(ui): add retain strategies and default strategy to bank config UI

- Add StrategiesEditor component: per-strategy cards with name input and
  JSON overrides textarea; supports add/remove; validates JSON inline
- Add Default Strategy text input (retain_default_strategy)
- Update RetainEdits type and retainSlice() to include both new fields
- Regenerate OpenAPI spec (retain_strategies, retain_default_strategy,
  per-item strategy on MemoryItem/FileRetainMetadata, operation_ids on
  RetainResponse)

* refactor(ui): move retain strategies into its own dedicated config section

* feat(ui): improve retain strategies UX and add strategy to document dialog

- Strategy form now includes entity section (free form toggle + entity labels editor)
- Default strategy selector moved outside tab panel, above strategy chips
- Strategy tabs redesigned with underline indicator style for clarity
- Remove strategy confirms with AlertDialog
- Fix tab re-render bug when typing strategy name (skipSyncRef)
- Add strategy field to Add New Document dialog (text + per-file for uploads)
- File upload collapsible uses same Document/Tags/Source tabbed layout
- API: validate empty strategy names in config_resolver
- api.ts: add strategy field to retain and uploadFiles types

* fix: forward strategy through HTTP layer and SDK; add integration test

- route.ts: extract and forward `strategy` from request body to retainBatch
- TypeScript SDK: accept and forward `strategy` in retainBatch options and per-item
- config_resolver.py: validate empty strategy name keys on update
- bank-config-view.tsx: merge entity fields into RetainStrategyForm, redesign strategy tabs with underline style, add confirmation dialog for removal, fix tab-reset-on-typing with skipSyncRef, move default strategy selector outside panel
- bank-selector.tsx: add strategy field to Add Document dialog (per-file in tabbed collapsible)
- test_retain.py: add end-to-end integration test verifying named strategy application (index_only = 0 LLM tokens)

* fix: regenerate TypeScript client with strategy field in RetainRequest/MemoryItem

- Regenerate OpenAPI spec to include strategy field in RetainRequest and MemoryItem
- Regenerate TypeScript client from updated spec
- Add strategy to MemoryItemInput interface
- Remove (item as any) cast now that strategy is properly typed

* rename: index_only extraction mode → chunks

* remove top-level strategy from RetainRequest; strategy is per-item only

* fix(clients): update Go and Python generated clients with strategy/operation_ids fields

* fix(ci): update hierarchical field count, add strategy to Rust MemoryItem initializers

* fix(go-client): minimal targeted YAML updates for strategy/operation_ids fields
2026-03-17 18:08:25 +01:00
Nicolò Boschi
d2bfa84bca
docs: add config vars for local reranker FP16 and bucket batching (#589)
* docs: add config vars for local reranker FP16 and bucket batching (#588)

* fix: add missing reranker local fields to CLI config override and fix ty type error

- Add reranker_local_fp16, reranker_local_bucket_batching, reranker_local_batch_size
  to the manual HindsightConfig() constructor call in main.py (CLI override block)
- Replace direct module attribute assignment with setattr() in the transformers 5.x
  monkey-patch so ty can resolve it without raising unresolved-attribute
2026-03-16 17:35:09 +01:00
Fabio Scarsi
e7da7d0e4f
feat: local reranker FP16, bucket batching, and transformers 5.x compatibility (#588)
Three independent, cumulative improvements to LocalSTCrossEncoder:

1. transformers 5.x compatibility patch for XLM-RoBERTa models (Jina v2)
2. FP16 inference (opt-in via HINDSIGHT_API_RERANKER_LOCAL_FP16)
3. Length-sorted bucket batching (opt-in via HINDSIGHT_API_RERANKER_LOCAL_BUCKET_BATCHING)

All behind .env switches with conservative defaults preserving current behavior.

Fixes #586, Closes #587
2026-03-16 15:38:33 +01:00
Nicolò Boschi
f09ad9deac
fix(migration): backsweep orphaned observation memory units (#584)
* fix(migration): backsweep orphaned observation memory units

Delete observation rows whose every source_memory_id points to a
deleted memory unit, left behind before PR #580 fixed the chunk FK
cascade and before delete_document() called
_delete_stale_observations_for_memories.

Closes #572 (data cleanup for pre-existing installs).

* fix(migration): broaden backsweep to cover all fact types and bank-level orphans

- Pass 1: delete any memory_units row (all fact_types) whose bank_id no
  longer exists in banks — catches orphans from bank deletions that
  predate a FK cascade between the two tables.
- Pass 2: delete observation rows whose every source_memory_id points to
  a deleted memory unit, regardless of document_id/chunk_id anchors.

* test(migration): verify backsweep removes orphans and preserves legit rows

Adds a focused migration test that:
- Starts a fresh pg0 instance at revision f6g7h8i9j0k1
- Seeds orphaned rows for both backsweep passes (ghost-bank + all-dead-sources)
- Seeds legitimate rows that must survive
- Applies the backsweep migration to head
- Asserts the expected rows are deleted/preserved
2026-03-16 14:06:33 +01:00
jnMetaCode
f27bd95382
fix: change chunk FK to CASCADE so doc deletion removes linked memory units (#580)
The foreign key from memory_units.chunk_id to chunks.chunk_id used
ON DELETE SET NULL, which left ghost memory_units rows (chunk_id nulled
out, no parent document) after a document was deleted.  Switching to
ON DELETE CASCADE lets the existing document -> chunks -> memory_units
cascade clean up everything in one pass.

Closes #572

Signed-off-by: JiangNan <1394485448@qq.com>
2026-03-16 12:24:22 +01:00
DK09876
836fd81e19
fix: inject Accept header in MCP middleware to prevent 406 errors (#571)
Some MCP clients (e.g., Claude Code) don't send an Accept header,
causing the MCP SDK to reject requests with 406 Not Acceptable. The
middleware now ensures Accept includes application/json and
text/event-stream when missing.

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-13 21:33:30 +01:00
Nicolò Boschi
21f9f46ca3
fix: support gemini-3.1-flash-lite-preview by preserving thought_signature in tool calls (#568)
Gemini 3.1+ thinking models include a thought_signature field in functionCall
parts. When reconstructing conversation history for subsequent turns, this
signature must be preserved or the API returns 400 INVALID_ARGUMENT.

- Add optional thought_signature field to LLMToolCall
- Capture thought_signature from Gemini response parts
- Pass thought_signature back when reconstructing multi-turn history
- Add gemini-3.1-flash-lite-preview to the LLM provider test matrix
2026-03-13 16:43:01 +01:00
Nicolò Boschi
5fdb0e863f Release v0.4.18
- Update version to 0.4.18 in all components
- Regenerate OpenAPI spec and client SDKs
- Python packages: hindsight-api, hindsight-dev, hindsight-all, hindsight-litellm, hindsight-crewai, hindsight-pydantic-ai, hindsight-embed
- Python client: hindsight-clients/python
- TypeScript client: hindsight-clients/typescript
- Rust CLI: hindsight-cli
- Control Plane: hindsight-control-plane
- OpenClaw integration: hindsight-integrations/openclaw
- AI SDK integration: hindsight-integrations/ai-sdk
- Chat SDK integration: hindsight-integrations/chat
- Helm chart
- Sync documentation to version-0.4
2026-03-13 15:21:03 +01:00
Nicolò Boschi
5de793eec7
feat: compound tag filtering via tag_groups (#562)
* feat: add compound tag filtering via tag_groups

Adds tag_groups to RecallRequest and ReflectRequest to express arbitrary
boolean tag predicates: leaf {tags, match}, and/or/not compounds.
Top-level groups are AND-ed. Existing tags/tags_match unchanged.

Examples:
  Step filter AND user scope:
    tag_groups: [{tags: ["step:5","step:8"], match: "any_strict"},
                 {tags: ["user:alice"], match: "all_strict"}]
  Exclusion:
    tag_groups: [{tags: ["user:alice"], match: "all_strict"},
                 {not: {tags: ["archived"], match: "any_strict"}}]

- Recursive SQL builder (build_tag_groups_where_clause) threads through
  all 4 retrieval strategies (semantic/BM25, temporal, graph, MPFP)
- Python-side filter (filter_results_by_tag_groups) for post-traversal
- 22 new unit tests
- OpenAPI spec + all clients regenerated (Rust, Python, TypeScript, Go)

* fix: add tag_groups: None to Rust CLI struct initializers

* fix: add tag_groups: None to Rust client test RecallRequest initializer

* feat: reject tags+tag_groups together, add tag_groups integration tests

- Add model_validator to RecallRequest and ReflectRequest that returns 422
  when both `tags` and `tag_groups` are set (mutually exclusive)
- Add 5 integration tests for tag_groups compound filtering:
  * validation: 422 when both fields are set
  * AND filter: two leaf groups (step scope AND user scope)
  * OR compound: user:alice OR user:bob
  * NOT compound: user:alice AND NOT archived
  * Nested: user:alice AND (step:5 OR step:8)

* ci: trigger CI run
2026-03-13 14:30:11 +01:00
Nicolò Boschi
94598fbd25
fix: remove broken minimax test and enhance slim smoke test with retain/recall (#564)
- Delete test_minimax_provider.py which imports non-existent `create_llm`
  function (should be `create_llm_provider`), causing pytest collection errors
- Add scripts/smoke-test-slim.sh: shared retain + recall validation script
  used by both Docker slim and pip slim CI jobs
- Update docker/test-image.sh to run retain/recall after health check for
  all API targets
- Update test-pip-slim CI job to run the shared smoke test script
2026-03-13 14:10:32 +01:00
Nicolò Boschi
15ea23d5d6
feat: introduce hindsight-api-slim and hindsight-all-slim packages (#560)
* feat: introduce hindsight-api-slim and hindsight-all-slim packages

Closes #552

- Move all source code from hindsight-api/ to new hindsight-api-slim/
- hindsight-api-slim has heavy ML deps (torch, sentence-transformers,
  transformers, einops, flashrank, mlx, mlx-lm, safetensors) and
  pg0-embedded as optional extras: [local-ml], [embedded-db], [all]
- hindsight-api becomes a zero-code meta-package depending on
  hindsight-api-slim[all] for full backward compatibility
- Add hindsight-all-slim meta-package: hindsight-api-slim + client + embed
- hindsight-all updated to depend on hindsight-api-slim[all]
- pg0.py: lazy-import pg0 with clear ImportError pointing to [embedded-db]
- Dockerfile: replace sed hack with proper uv sync --extra flags
- Update release.yml, test.yml, lint.sh, release.sh, CLAUDE.md and
  all path references throughout the repo

* refactor: rename hindsight/ directory to hindsight-all/

* docs: document hindsight-api-slim and hindsight-all-slim package variants

Add package variants table and extras explanation to installation.md

* docs: remove emojis from installation.md, use professional tone

* docs: link Docker slim variant to pip package variants section

* docs: consolidate Docker image variants into single table

* ci: fix working-directory paths after package restructure

- Replace all hindsight-api → hindsight-api-slim in test.yml
- Replace hindsight → hindsight-all in test.yml
- Add --extra embedded-db to test-embed API install step

* ci: add local-ml and embedded-db extras to API sync steps

These extras were previously implicit in the old hindsight-api package
(which bundled everything). Now that hindsight-api-slim uses optional
extras, we must explicitly request local-ml and embedded-db in CI.

* ci: add API install step with embedded-db to test-embed smoke test

The smoke test starts hindsight-api as a daemon, which requires pg0-embedded.
Add a dedicated install step for hindsight-api-slim with embedded-db extra
so the daemon can start successfully.

* ci: remove --no-install-project when using optional extras

When --no-install-project is combined with --extra, the optional deps
are not installed because extras require the project to be active.
Remove --no-install-project from steps that need local-ml or embedded-db.

* ci: fix ordering of uv sync steps to preserve optional extras

When uv sync runs for a different workspace member, it removes optional
extras installed for other members. Fix by always running extra-requiring
API sync last, after other workspace member syncs.

Also remove --no-install-project from embedded-db sync in test-embed,
as --no-install-project prevents optional extras from being active.

* ci: add local-ml extra to test-embed API install for smoke test

The smoke test starts the full API server which needs sentence-transformers
for local embeddings (default provider). Add local-ml extra to the install.

* ci: simplify extras with --all-extras and add slim pip smoke test

- Replace explicit --extra local-ml --extra embedded-db with --all-extras
  for cleaner, more maintainable sync steps
- Add test-pip-slim job: tests hindsight-api-slim[embedded-db] without
  local ML models, using Cohere for embeddings/reranking (mirrors Docker
  slim smoke test approach)

* ci: simplify slim smoke test to health check only (mirrors Docker test)
2026-03-13 13:50:03 +01:00