Commit graph

229 commits

Author SHA1 Message Date
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
Nicolò Boschi
4a69a422a0 doc: fix build 2026-03-13 15:19:56 +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
06200f1752
docs: revamp sidebar with icon grids and language support (#563)
* docs: revamp sidebar with icon grid components and language support

- Merge Clients and Integrations sections into the developer sidebar
  (removed top-level SDKs navbar item)
- Reorder sidebar: Architecture → API → Clients → Integrations → Hosting
- Unify icon system using react-icons (LuXxx/SiXxx) via customProps.icon
- Add uppercase section titles with increased spacing and reduced indentation
- Rename Node.js → "JavaScript / TypeScript" with TypeScript icon
- Add reusable IconGrid and SupportedGrids components (ClientsGrid,
  IntegrationsGrid, LLMProvidersGrid)
- Use grids in FAQ, Models, Overview, and Quick Start pages
- Convert developer/index.md, models.md, faq.md to MDX for JSX support

* fix: use inline style for label color to prevent link color inheritance

* fix: label visibility and rename JavaScript/TypeScript to TypeScript

* feat: add HTTP client to grid and OpenAI Compatible to LLM providers grid
2026-03-13 14:12:42 +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
Nicolò Boschi
eeb938fc65
fix: truncate documents exceeding LiteLLM reranker context limit (#549)
* fix: register embedded profiles in CLI metadata on daemon start

When HindsightEmbedded(profile="myapp") starts a daemon, the profile
was never written to metadata.json or given a .env file, making it
invisible to `hindsight-embed profile list` and other CLI commands.

Add _register_profile() to DaemonEmbedManager which saves HINDSIGHT_API_*
config to ~/.hindsight/profiles/{name}.env and registers the port in
metadata.json. Called after a successful new daemon start and when the
daemon is already running, so orphaned profiles also get registered on
next use.

* fix: truncate documents exceeding LiteLLM reranker context limit

Add HINDSIGHT_API_RERANKER_LITELLM_MAX_TOKENS_PER_DOC env var for both
litellm and litellm-sdk reranker providers. When set, documents are
truncated to the configured token limit using tiktoken (cl100k_base)
before being sent to the reranker, preventing BadRequestError for
models with small context windows (e.g. 1024-token limit).

* refactor: use shared _tiktoken_encoder for doc truncation in LiteLLM reranker

* refactor: use _get_tiktoken_encoding() consistently, remove eager module-level encoder instance

* doc: add HINDSIGHT_API_RERANKER_LITELLM_MAX_TOKENS_PER_DOC to configuration reference
2026-03-13 10:18:18 +01:00
Ethan Clarke
2344484f77
feat: add MiniMax LLM provider support (#550)
Add MiniMax as a supported LLM provider via the OpenAI-compatible interface.

- Register MiniMax in the provider factory and valid providers list
- Set default base URL to https://api.minimax.io/v1
- Set default model to MiniMax-M2.5 in PROVIDER_DEFAULT_MODELS
- Add temperature clamping for MiniMax (must be >0, ≤1.0)
- Add API key validation (MiniMax requires an API key)
- Add MiniMax configuration example to .env.example
- Update documentation (models.md, configuration.md, embed.md, CLAUDE.md, README.md)
- Add unit and integration tests for MiniMax provider

Co-authored-by: octo-patch <octo-patch@users.noreply.github.com>
2026-03-13 10:17:55 +01:00
Nicolò Boschi
1caf5ec9ee
feat: add jina-mlx reranker provider for Apple Silicon (#542)
* feat: add JinaMLXCrossEncoder for native Apple Silicon reranking

Adds a new `jina-mlx` reranker provider backed by jinaai/jina-reranker-v3-mlx,
a 0.6B multilingual listwise reranker running via the MLX framework on Apple Silicon.
The model is downloaded automatically from HuggingFace Hub on first use.

Benchmarked latencies (Apple Silicon): 1 doc→32ms, 5→45ms, 10→60ms, 20→94ms.
Sub-linear scaling because all docs are ranked in a single forward pass.

- Embeds the MLX reranker implementation (_MLXReranker / _MLPProjector) directly
  in cross_encoder.py with no transformers/PyTorch dependency
- Adds `mlx`, `mlx-lm`, `safetensors` to pyproject.toml optional deps (uv add)
- Updates configuration.md with provider docs and benchmark table

* refactor: import MLXReranker from repo rerank.py instead of duplicating code

Use importlib to load MLXReranker directly from the model repo's own rerank.py
(downloaded via snapshot_download). Also pin exact minimum versions for
mlx>=0.31.0, mlx-lm>=0.31.1, safetensors>=0.6.2 (verified against installed versions).

* refactor: move MLX reranker impl to dedicated jina_mlx_reranker.py

Replaces the importlib hack with a proper module. jina_mlx_reranker.py is
adapted from jinaai/jina-reranker-v3-mlx/rerank.py (CC BY-NC 4.0) with the
source clearly documented at the top of the file.

* docs: simplify jina-mlx reranker docs

* fix: disable GIN fastupdate on source_memory_ids index to prevent deadlocks

GIN fastupdate buffers inserts in a pending list and flushes it with
AccessExclusiveLock when full. Under concurrent test load (8 xdist workers
all running retain_async), two workers can trigger a flush simultaneously
and deadlock. Recreating the index with fastupdate=off eliminates the
flush/lock cycle at the cost of slightly slower individual inserts.

* fix: drop per-bank HNSW indexes after transaction to avoid AccessExclusiveLock deadlock

When deleting a bank, the previous code dropped HNSW indexes inside the
same transaction as the DELETE FROM memory_units. Since DROP INDEX needs
AccessExclusiveLock on the parent table and DELETE holds RowExclusiveLock,
two concurrent bank deletions deadlocked on the same table lock.

Fix: capture internal_id inside the transaction, commit, then drop the
indexes outside the transaction so no row-level locks are held.
2026-03-11 15:15:58 +01:00
Nicolò Boschi
66dedb8d41
feat: make recall max query tokens configurable via env var (#544)
* doc: add 0.4.17 release blog post

* feat: make recall max query tokens configurable via env var

Add HINDSIGHT_API_RECALL_MAX_QUERY_TOKENS env var (default: 500) to
replace the hardcoded MAX_QUERY_TOKENS constant in http.py.
2026-03-11 14:56:59 +01:00
Nicolò Boschi
dcaacbe407
feat: add manual retry for failed async operations (#537)
- API: POST /v1/default/banks/{bank_id}/operations/{operation_id}/retry
  resets status to pending so the worker re-executes the task
- UI: Retry button on failed operations in the operations view
- Control plane proxy route + ControlPlaneClient.retryOperation()
- Updated OpenAPI spec, all generated clients, and operations docs
2026-03-10 17:16:11 +01:00
Chris Bartholomew
9a694f64b8
Fix run-db-migration for all-tenant upgrades (#530)
* Add release-scoped migration admin command

* Fix run-db-migration for all-tenant upgrades
2026-03-10 10:10:03 +01:00
Nicolò Boschi
1b4ad7f435
feat: change tags for a document (#517)
* feat: add update document tags endpoint with observation invalidation

Adds PATCH /v1/default/banks/{bank_id}/documents/{document_id} to change
tags on a document without re-processing content.

- Updates tags on the document and all associated memory units atomically
- Invalidates observations derived from the document's memory units
- Resets consolidated_at on the document's own units for re-consolidation
- Also resets consolidated_at on co-source memories from other documents
  that shared those observations (matching delete_document behavior)
- Triggers async consolidation when observations are invalidated
- 9 new tests covering all invalidation scenarios

UI: adds inline tag editor to the document detail panel in the control plane
Docs: new "Update Document Tags" section in documents.mdx with Python/JS examples

* refactor: simplify UpdateDocumentTagsResponse to {success: true}

* refactor: make PATCH /documents generic update_document endpoint

Renames update_document_tags → update_document (engine + HTTP + clients + UI).
Currently only tags are supported; the structure is open for future fields.
Tags are the only field with side effects (observation invalidation + re-consolidation).
2026-03-07 09:00:13 +01:00
Nicolò Boschi
e2baca8bfe
feat: mental model history tracking and UI diff view (#516)
* feat: mental model refresh history tracking and UI diff view

- DB migration: add history JSONB column to mental_models table
- Track previous content on each refresh in update_mental_model
- Add get_mental_model_history() engine method
- New GET /mental-models/{id}/history endpoint
- Control plane proxy route and getMentalModelHistory() in api.ts
- MentalModelDetailModal: add History tab with lazy loading, carousel
  navigation (left=older, right=newer), word-level content diff view

* fix: resolve alembic migration head conflict for mental model history

* feat: mental model history tracking, side-by-side diff UI, and config flag

- Track content changes on every mental model update/refresh (persisted in JSONB history column)
- New GET /mental-models/{id}/history endpoint returning changes most-recent-first
- Side-by-side diff view in History tab (Before/After columns, line-level highlights)
- Actions dropdown in detail panel (Edit, Refresh, View History, Delete)
- HINDSIGHT_API_ENABLE_MENTAL_MODEL_HISTORY config flag (default: true)
- Also adds missing HINDSIGHT_API_ENABLE_OBSERVATION_HISTORY to configuration docs
- Python client wrapper method get_mental_model_history()
- Tests for history persistence (recorded, ordered, name-only skipped, missing returns None)
- Fix NameError: timezone not imported in update_mental_model

* fix: call get_mental_model_history before delete in doc example
2026-03-06 17:50:48 +01:00
Nicolò Boschi
99220d0527
feat: per-request file parser selection with fallback chains (#514)
* feat: allow per-request file parser selection with fallback chains

Clients can now specify which parser(s) to use when calling the file
retain endpoint, instead of being locked to the server-side default.

Changes:
- `parser` field added to `FileRetainRequest` (request-level default)
  and `FileRetainMetadata` (per-file override); accepts a single name
  or an ordered fallback chain (list)
- Resolution priority: per-file > request-level > server default
- `HINDSIGHT_API_FILE_PARSER` now accepts a comma-separated fallback
  chain (e.g. `iris,markitdown`); fully backward-compatible
- New `HINDSIGHT_API_FILE_PARSER_ALLOWLIST` env var restricts which
  parsers clients may request (defaults to all registered parsers)
- Invalid/disallowed parser names are rejected with HTTP 400
- `FileParserRegistry.convert_with_fallback()` tries each parser in
  order, falling back on UnsupportedFileTypeError, empty content, or
  any other error
- Worker updated to use the fallback chain stored per-task
- OpenAPI spec and all generated clients regenerated

* fix: handle on_file_convert_complete hook and rebase onto main

- Return ConvertResult dataclass from convert_with_fallback() instead
  of a plain str, carrying both the content and the winning parser name
- Use winning_parser_name in the on_file_convert_complete hook so
  parser_name reflects the parser that actually succeeded, not the chain
- Update all test calls to submit_async_file_retain() to use the new
  per-item parser field instead of the removed top-level parser= kwarg

* docs: document HINDSIGHT_API_FILE_PARSER fallback chain and ALLOWLIST
2026-03-06 16:15:43 +01:00
Nicolò Boschi
5d05962db0
feat: add source facts token limits to consolidation and recall (#509)
* feat: add source facts token limits to consolidation and recall

- Add two new configurable (per-bank) parameters:
  - consolidation_source_facts_max_tokens: total token budget for source
    facts across all observations in the consolidation prompt (-1 = unlimited)
  - consolidation_source_facts_max_tokens_per_observation: per-observation
    cap so each observation gets a fair share of source facts (-1 = unlimited,
    default 256)
- Both are also exposed as recall API parameters via SourceFactsIncludeOptions
  (max_tokens and max_tokens_per_observation)
- Consolidation now uses resolve_full_config to respect bank-level overrides
- Improve consolidation prompt: temporal metadata (occurred_start=, | Involving:)
  is now clearly separated from observation text, with a concrete example showing
  the expected synthesis style and explicit rules not to copy raw fact lines
- Add tests for recall source facts capping and consolidation config forwarding
- Expose all three new fields in the control plane bank config UI
- Document new env vars in configuration.md
- Regenerate OpenAPI spec and all SDK clients

* fix: reorder observations UI fields and rename Label Groups to Entity Labels

* fix: revert Entities section title (only rename inner label)

* doc: add consolidation source facts and batch size fields to memory-banks docs
2026-03-06 13:01:33 +01:00
Nicolò Boschi
928dc696e8
doc: document all missing bank config fields in memory-banks.mdx (#508)
- Add retain_chunk_size (max chars per chunk for fact extraction)
- Rename mission → reflect_mission to match actual API field name
- Add mcp_enabled_tools (per-bank MCP tool allowlist)
- Add llm_gemini_safety_settings (Gemini/VertexAI content filtering)
2026-03-06 09:55:45 +01:00
Tian Z
d425e93cb4
feat(openclaw): v2 recall/retention controls, scalability fixes, and Gemini safety settings (#480)
* feat(openclaw): squash branch updates for fork PR

* revert(api): drop memory_engine query normalization from this PR

* fix(openclaw): harden hook isolation and sanitize recall logging

* chore(openclaw): gate missing-senderId notice behind debug logger

* fix(openclaw): address remaining PR review follow-ups

* fix(openclaw): address upstream review comments on isolation and tests

* feat(openclaw): prepend current timestamp to recalled memory context

* chore(openclaw): sync package-lock version to 0.4.14

* chore(openclaw): format recall timestamp as yyyy-mm-dd HH:MM

* feat(openclaw): add configurable recall context composition

- Add recallRoles config to filter which message roles are included in recall query context
- Add recallContextTurns to control how many user turns of prior context to include
- Add recallMaxQueryChars to cap composed query length
- Reduce default max_tokens from 2048 to 1024 for recall responses
- Update documentation and plugin schema with new configuration options

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

* fix(openclaw): put latest user message at end of recall query, add debug to schema

- Reorder composed recall query so latest user message is at the bottom,
  giving embedding models the most weight where it matters most
- Update truncateRecallQuery to trim oldest context lines first,
  always preserving the suffix (priority instruction + latest message)
- Add debug flag to openclaw.plugin.json schema
- Update tests to reflect new query order

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

* fix(openclaw): add verbose debug logging for recall/retain

- Log full recall query (not just first 50 chars)
- Log all raw recall results with scores and content before topK trimming
- Log retain transcript preview and document ID

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

* fix(openclaw): strip sender metadata envelope from prior context in recall query

Prior context messages passed to composeRecallQuery contained raw OpenClaw
envelope blocks (Sender/untrusted metadata JSON) which were diluting the
semantic signal of the recall query. Strip them the same way extractRecallQuery
already does for the latest message.

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

* fix(openclaw): add debug log for event.messages at recall time

Helps diagnose why recallContextTurns > 1 may not show extra context
by logging message count and roles available in event.messages.

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

* fix(openclaw): strip sender metadata envelope from rawMessage before recall query extraction

The rawMessage from Telegram group chats arrives wrapped in a:
  ---
  Sender (untrusted metadata):
  ```json {...}```

  <actual message>
  ---

envelope. This wasn't being stripped before extractRecallQuery used it,
so the full envelope including JSON metadata was being sent as the recall
query, severely diluting semantic relevance.

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

* fix(openclaw): warn when recallContextTurns > 1 but event.messages is empty

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

* fix(openclaw): read messages from event.context.sessionEntry.messages for recall and retain

event.messages was always empty — the actual conversation history is at
event.context.sessionEntry.messages. Fall back to event.messages for
backwards compatibility. This fixes recallContextTurns and retain both
being unable to see the conversation history.

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

* fix(openclaw): extract stripMetadataEnvelopes helper and apply to retain path

- Add shared stripMetadataEnvelopes() to strip OpenClaw sender/conversation
  metadata blocks from message content in all paths (recall query extraction,
  prior context composition, and retain transcript)
- This prevents metadata-polluted memories (name/sender ID facts) from being
  stored and ensures recall queries contain clean user text only

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

* fix(openclaw): strip metadata envelopes after channel envelope extraction too

The prompt format is: [ChannelName ...]\n<metadata envelope>\n<message>
After extracting content after [ChannelName], the metadata envelope was
still present. Now stripMetadataEnvelopes runs again after the channel
envelope extraction step.

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

* fix(openclaw): switch recall hook from before_agent_start to before_prompt_build

before_prompt_build runs after session load and has messages available,
enabling recallContextTurns to work correctly. before_agent_start runs
pre-session with no messages.

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

* fix(openclaw): move current time inside memory tag, simplify recall query format

- Move "Current time" line inside <hindsight_memories> so it's not exposed
  to the recall search as part of the query context
- Remove RECALL_QUERY_PRIORITY_INSTRUCTION and "Latest user message:" label
  from composed recall query — the raw message is more effective for
  semantic search without the extra prompt noise

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

* fix(openclaw): address PR review comments on bank ID fallback and memory leaks

- Add early return in deriveBankId when ctx is undefined, falling back
  to static default bank instead of generating a placeholder-filled ID
- Remove unused RECALL_QUERY_PRIORITY_INSTRUCTION dead constant
- Evict from banksWithMissionSet when evicting from clientsByBankId
  to prevent unbounded memory growth in long-running instances
- Fix integration test hook name: before_agent_start → before_prompt_build
- Fix integration test assertions to match actual composeRecallQuery output

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

* fix(openclaw): extract sender ID from inbound metadata blocks for bank ID derivation

Agent-phase hooks (before_prompt_build, agent_end) don't carry senderId in ctx
by design. Parse it from the "Conversation info / Sender (untrusted metadata)"
JSON blocks that OpenClaw injects into the prompt/messages instead.

- Add extractSenderIdFromText() helper that scans all metadata blocks and
  returns the first sender_id / id field found
- before_prompt_build: extract from event.prompt/rawMessage, spread into ctx
  before calling deriveBankId and getClientForContext
- agent_end: scan user messages for the metadata block, spread into effectiveCtx
  before calling deriveBankId and getClientForContext
- Gracefully skipped when senderId is already present in ctx

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

* fix(openclaw): scan messages from end for sender ID to handle group chats

When multiple users have spoken in a session, scanning from the front
returns the first sender in history rather than the one who triggered
the current agent run. Reverse the slice before finding so we always
pick the most recent user message's sender ID.

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

* fix(openclaw): use event.messages for sender ID in agent_end, not sessionEntry

sessionEntry.messages is the cleaned-up history without OpenClaw's injected
metadata prefix blocks. event.messages is the raw payload that still contains
the "Conversation info (untrusted metadata)" JSON — so parse sender_id from
there instead.

Also removes the unnecessary senderIdBySession cache added in the previous
attempt, since event.messages has everything needed directly.

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

* fix(openclaw): cache sender ID from before_prompt_build for use in agent_end

event.prompt in before_prompt_build contains OpenClaw's injected metadata
blocks with sender_id. event.messages in agent_end is clean history without
them — so parsing messages in agent_end never finds a sender ID.

Fix: cache the resolved sender ID (keyed by sessionKey) when it's extracted
in before_prompt_build, then look it up by sessionKey in agent_end.

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

* docs(openclaw): revert Auto-Recall token count to 1024 as unchanged from main

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

* fix(openclaw): revert recallMaxTokens default from 2048 to 1024 to match main

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

---------

Co-authored-by: Claude Sonnet 4.6 (1M context) <noreply@anthropic.com>
2026-03-05 16:55:16 +01:00
Nicolò Boschi
abbf874d84
feat: webhook system with retain.completed event, UI, and docs (#487)
* doc: update cookbook

* fix(cookbook): preserve tag keys during sync, strip local .md links

- Fix extract_tags_from_readme/notebook to return dict[str,str] preserving
  sdk/topic keys instead of bare values, preventing topics like
  "Customer Service" from being misclassified as SDK
- Add strip_local_md_links() to remove relative .md references that
  would cause broken link errors in Docusaurus build

* ci: run test-doc-examples independently without waiting for test-rust-cli

Build the CLI directly in the job instead of downloading the artifact,
so test-doc-examples can start at the beginning in parallel with all other jobs.

* feat: webhook system with task-owned retry, retain.completed event, and UI

- New webhook system: register per-bank webhooks with HMAC signing, configurable
  HTTP method/timeout/headers/params (http_config JSONB), and PATCH support
- Webhook deliveries run as async_operations (webhook_delivery type) with
  task-owned retry via RetryTaskAt exception and exponential backoff
  (60s / 5m / 30m / 2h / 8h, max 6 attempts)
- New retain.completed event fires per-document for both sync and async retain
- Delivery debug info (status code, response body) stored in result_metadata
- Control plane UI: webhooks tab per bank with create/edit/delete and a
  deliveries table with cursor pagination and expandable response details
- 28 webhook tests covering HMAC signing, delivery retries, CRUD endpoints,
  PATCH update, and retain.completed queuing
- Docs page at developer/api/webhooks documenting event payloads and delivery
- OpenAPI spec and all client SDKs (Python, TypeScript, Rust, Go) regenerated

* fix: update tests for task-owned retry model and guard _webhook_manager attribute

- test_worker.py: test_executor_exception_triggers_retry now raises RetryTaskAt
  (plain exceptions are immediate failures in the new system); rename
  test_executor_exception_marks_failed_after_max_retries to
  test_executor_exception_marks_failed_immediately to reflect new semantics
- test_batch_api.py: remove max_retries kwarg from WorkerPoller constructor
- memory_engine.py: use getattr for _webhook_manager in _fire_retain_webhook
  to avoid AttributeError when engine is created without __init__ (tests)

* fix: remove max_retries from benchmark WorkerPoller call

* fix(webhooks): transactional outbox, observations_deleted tracking, sidebar

- Queue webhook delivery rows atomically with the primary operation using the
  transactional outbox pattern — prevents lost events on process crash:
  - Retain (sync + async): outbox_callback passed into orchestrator.retain_batch
    and called inside the DB transaction, replacing the post-commit fire call
  - Consolidation: new _mark_operation_completed_and_fire_webhook combines the
    status UPDATE and webhook INSERT in one transaction
  - Added fire_event_with_conn() to WebhookManager for in-connection delivery

- Track observations_deleted count in consolidation stats and expose it in the
  consolidation.completed webhook payload (was always None)

- Add Webhooks page to docs sidebar

- Document at-least-once delivery guarantee with operation_id dedup guidance

* fix(ui): add retain.completed to available webhook event types

* feat(ui): add delete confirmation dialog for webhooks

* fix(webhooks): include operation_id in task_payload so delivery is marked completed

The task_payload JSON was missing the operation_id field, causing execute_task
to see operation_id=None and skip _mark_operation_completed — leaving every
delivery row stuck in 'pending' forever.

Added a test that inserts a real async_operations row and verifies the status
transitions to 'completed' after a successful execute_task call.

* style: fix prettier formatting in webhooks-view
2026-03-04 14:17:01 +01:00
Nicolò Boschi
51d2fc5309
doc: add ZeroEntropy reranker to models.md (#489) 2026-03-04 13:28:25 +01:00
DK09876
e407f4bc55
feat: add extension hooks for root routing and error headers (#470)
* feat: add OAuth extension hooks for MCP authentication

Add extension points in core that allow cloud extensions to support
OAuth 2.1 (RFC 9728 / RFC 7591) for MCP server authentication:

- HttpExtension.get_root_router() for well-known endpoint mounting
- AuthenticationError.headers for WWW-Authenticate propagation
- MCP middleware forwards auth error headers to clients

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

* docs: document get_root_router and AuthenticationError.headers

Add documentation for the new extension points introduced in the
OAuth extension hooks commit.

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

* Remove OAuth-specific wording from extension docs

Make the AuthenticationError headers example generic instead of
OAuth-specific, since these are general-purpose extension hooks.

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

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-03 10:50:03 +01:00
Nicolò Boschi
1d70abfe85
feat: add tags filtering and q description fix for list documents API (#468)
* feat: add Pydantic AI integration to CI, release pipeline, and docs

- Add test-pydantic-ai-integration job to CI (test.yml)
- Add build, publish, and artifact steps to release workflow (release.yml)
- Add hindsight-integrations/pydantic-ai to release.sh version bumping
- Add Pydantic AI documentation page (sdks/integrations/pydantic-ai.md)
- Add Pydantic AI entry to sidebar with icon

* docs: remove Requirements section from pydantic-ai integration page

* feat: add tags filtering and fix offset pagination docs for list documents API

- Add `tags` and `tags_match` query params to GET /banks/{bank_id}/documents
- Supports any, all, any_strict, all_strict matching modes (default: any_strict)
- Fix `q` param description — it's a case-insensitive substring match on document ID only
- Add tests for offset pagination and all tags_match modes
- Regenerate OpenAPI spec and Python/TypeScript/Go clients
- Document the new filtering options in docs/developer/api/documents.mdx

* fix(cli): pass new tags/tags_match args to list_documents
2026-03-02 17:03:16 +01:00
Nicolò Boschi
ecf609c8aa
feat: add Pydantic AI integration to CI, release pipeline, and docs (#467)
* feat: add Pydantic AI integration to CI, release pipeline, and docs

- Add test-pydantic-ai-integration job to CI (test.yml)
- Add build, publish, and artifact steps to release workflow (release.yml)
- Add hindsight-integrations/pydantic-ai to release.sh version bumping
- Add Pydantic AI documentation page (sdks/integrations/pydantic-ai.md)
- Add Pydantic AI entry to sidebar with icon

* docs: remove Requirements section from pydantic-ai integration page
2026-03-02 15:40:37 +01:00
Nicolò Boschi
ab70da1ead
docs: entities vs tags vs metadata (#466)
* docs: move entity labels detail to memory-banks, simplify retain overview

* docs: move entity labels blurb under entity-recognition section in retain

* docs: update metadata filtering FAQ to cover entity graph retrieval and entity labels tag option

* docs: enable TOC and fix missing separators in FAQ

* docs: add benchmarks leaderboard screenshot and link to models page

* docs: add 'Which model should I use?' FAQ entry with leaderboard screenshot

* docs: fix leaderboard description to cover retain, reflect, and observations
2026-03-02 14:47:40 +01:00
Nicolò Boschi
9b96becc5c
feat: entity labels — optional, free_values, multi_value, UI polish (#450)
* feat: entity labels

* feat: entity labels — optional, free_values, multi_value, UI polish

Completes the entity labels system:

**Schema & extraction**
- Dynamic Pydantic Labels model per fact: each group becomes a typed
  field (Literal | None, list[Literal], str | None, or list[str])
- `optional: bool` flag per group — non-optional enum fields appear in
  JSON schema required array so structured-output providers enforce them
- `free_values: bool` flag per group — accepts any LLM-generated string
  instead of a predefined enum; example values shown as hints in prompt
- New `is_label_entity()` helper for labels-only mode filtering that
  handles both enum lookup and free_values key-prefix matching
- Sentinel rejection: "None"/"null"/"n/a" strings dropped in post-processing

**BM25 / dense retrieval**
- `text_signals` column on memory_units: entity names + date tokens for
  enriched BM25 indexing without polluting stored fact text
- Dense embedding includes occurred_end when it differs from occurred_start
- Alembic migration z1u2v3w4x5y6 (merge revision fixing two heads)

**UI (bank-config-view)**
- Shadcn Switch replaces custom Toggle for both entity-labels and observations
- Shadcn Checkbox for multi/optional/free_values per group
- Input heights bumped to h-8 throughout the editor
- "Label Groups" → "Entity Labels", "Free-form entities" → "Entities"
- Free-text groups show "Example hints" banner in values section

**Tests (45 unit + 3 LLM integration)**
- build_labels_model: single, multi, mixed, free_values optional/required/multi
- is_label_entity: enum match, free_values prefix match, no false positives
- Post-processing: null/absent/string-None/free_values/sentinels/multi-value
- Schema: labels in required, structured object, no labels when unconfigured
- LLM integration: single-value enum, multi-value enum, free_values retain

**Docs**
- retain.md: new Entity Labels section covering groups, flags, examples
- configuration.md: retain_free_form_entities env var + entity_labels note

* fix(tests): update hierarchical fields count for entity_labels additions

entity_labels and retain_free_form_entities are hierarchical fields,
bumping the expected count from 11 to 13.

* fix(migration): rename text_signals revision to avoid collision with main

Main branch claimed z1u2v3w4x5y6 for observation_scopes. Rename our
text_signals migration to a2b3c4d5e6f7, chaining after z1u2v3w4x5y6.

* refactor(entity-labels): simplify free_values — always str|None, no multi

- free_values groups always produce str | None (multi_value and optional
  flags are ignored for free text groups — always optional, never multi)
- Prompt section for free_values groups shows only key + description,
  no values list (users put examples in the description instead)
- UI: section title "Entities", toggle "Free Form Entities", replace
  per-group checkboxes with a type dropdown (Enum / Free text); only
  show multi checkbox and values list when type is Enum
- Update tests to reflect new behaviour

* refactor(entity-labels): replace free_values/multi_value booleans with type field

- LabelGroup now uses type: "value" | "multi-values" | "text" instead of
  free_values/multi_value boolean pair
- Backward-compat migration converts legacy dicts automatically
- Rename retain_free_form_entities → entities_allow_free_form throughout
- Update UI dropdown to show Single value / Multi-values / Free text
- Remove separate multi checkbox (captured by type selection)
- Update docs examples and configuration.md
- Update all tests to use new field names

* fix(migration): backfill observation_scopes column for DBs with swapped z1u2v3w4x5y6

Local DBs that had z1u2v3w4x5y6 applied when it referred to the old
text_signals migration (before it was renamed to a2b3c4d5e6f7) won't have
observation_scopes in their memory_units table. This migration adds the
column with IF NOT EXISTS so it's a no-op on clean installs.

* feat(entity-labels): add tag field to auto-populate memory unit tags from labels

When a LabelGroup has tag=True, extracted key:value entities for that group
are automatically written to the memory unit's tags array. This lets entity
labels double as tags, enabling immediate filtering via the existing
tags/tags_match API params with no extra infrastructure.

- Add tag: bool = False to LabelGroup
- _inject_label_tags() helper called in both sync and batch extraction paths
- UI: add Tag checkbox per label group row
- Docs: document the new tag field
- Tests: 4 new unit tests covering all tag injection paths

* style: ruff format migration file

* fix(migration): fix multiple alembic heads after rebase — point text_signals after nullable_event_date

* fix(clients): update timestamp field to use Timestamp wrapper type after timestamp=unset feature

* style: ruff format agent.py

* fix(docs): update Go quickstart example to use NullableTimestamp for timestamp field
2026-03-02 13:05:25 +01:00
Nicolò Boschi
f903948a26
feat: support timestamp="unset" to retain content without a date (#465)
* feat: support timestamp="unset" to retain content without a date

When callers retain timeless content (e.g. fictional documents, static
reference material), passing timestamp="unset" now skips the utcnow()
default so mentioned_at is stored as NULL instead of an artificial date.

- HTTP: validate_timestamp recognises "unset" sentinel and threads it
  through api_retain as event_date=None (key present, value None), which
  the orchestrator distinguishes from key-absent (still defaults to now)
- Orchestrator: new branching logic separates "key absent" → utcnow()
  from "key present but None" → no date
- types.py: RetainContent.event_date and ProcessedFact.mentioned_at are
  now datetime | None; removed the unused _now_utc factory
- fact_extraction.py: all event_date params accept datetime | None;
  _build_user_message emits "Event Date: Unknown" when None; removed
  mentioned_at from the Fact LLM response model (LLM never sets it)
- embedding_processing: skip date suffix when fact_date is None
- entity_resolver: COALESCE(event_date, now()) for first_seen/last_seen
  so entities table NOT NULL constraint is preserved
- link_utils: skip temporal linking for units without event_date
- Migration aa2b3c4d5e6f: DROP NOT NULL on memory_units.event_date
- Tests: test_retain_no_timestamp and test_retain_omit_timestamp_defaults_to_now
- Docs + OpenAPI + TypeScript client updated

* refactor: replace _TIMESTAMP_UNKNOWN sentinel with plain string comparison

The sentinel object() was only needed to distinguish "unset" from None
at the boundary — but since the field type is datetime | str | None,
"unset" can pass through the validator unchanged and be compared directly.

* chore: regenerate OpenAPI spec and clients after timestamp type change

timestamp field is now datetime | str | None to accept the "unset" sentinel value.
2026-03-02 12:03:23 +01:00
Nicolò Boschi
77defd96e9
fix(reflect): prevent context_length_exceeded on large memory banks (#462)
* fix(reflect): prevent context_length_exceeded on large memory banks (#457)

The reflect agent's agentic loop accumulated tool-call messages across
iterations with no upper bound on token count, causing
context_length_exceeded errors on banks with 19K+ nodes.

Changes:
- Add proactive token-budget guard: before each call_with_tools, count
  accumulated message tokens via tiktoken; if >= max_context_tokens and
  evidence has been gathered, immediately synthesize from what was found
- Detect context-overflow errors specifically (_is_context_overflow_error)
  and skip the retry path — retrying after overflow only makes it worse
- Truncate context_history in build_final_prompt to a 60K-token budget
  so the fallback synthesis prompt itself cannot overflow
- Add HINDSIGHT_API_REFLECT_MAX_CONTEXT_TOKENS config (default 100000)
  wired through config.py → main.py → memory_engine → run_reflect_agent
- Tests: unit tests for helpers + mock-LLM behavior tests + an
  end-to-end integration test using a real LLM with max_context_tokens=1

* fix(reflect): derive final prompt context budget from max_context_tokens

Replace the hardcoded _FINAL_PROMPT_CONTEXT_BUDGET (60K tokens) with
a fraction of max_context_tokens (80%), so the fallback synthesis prompt
automatically scales with whatever context window is configured.
2026-03-02 12:03:12 +01:00
Nicolò Boschi
55af468187
feat: observation_scopes field to drive observations granularity (#447)
* feat: observation_scopes field to drive observations granularity

* fix(migration): make a2b3c4d5e6f7 a no-op to fix CI on fresh DB

The z1u2v3w4x5y6 migration already creates observation_scopes directly,
so the rename migration fails on fresh installs where observation_tags
never existed.

* chore: remove no-op migration a2b3c4d5e6f7

* feat: regenerate clients with observation_scopes field

- Add observation_scopes to OpenAPI spec and all generated clients
- Fix Rust build.rs to handle anyOf with >2 variants containing null
  (previously only handled 2-item anyOf, causing progenitor to panic
  on the observation_scopes union type)

* fix(rust): add observation_scopes: None to MemoryItem struct literals

* fix(api): add title to observation_scopes Field for deterministic client generation

Adding title="ObservationScopes" makes the inline anyOf schema use
the explicit name instead of deriving it from the field name, which
was non-deterministic between arm64 (macOS) and amd64 (CI) Docker.

Also fixes description: "each entity" -> "each tag".

* fix(scripts): use linux/amd64 Docker for client generation to ensure reproducibility

Both Python and Go client generation now use --platform linux/amd64
Docker, ensuring identical output on macOS arm64 (local) and Linux
amd64 (CI). Also switches Go from JAR+Java to Docker to eliminate
Java version variability.

* chore: update generated clients to API v0.4.14

* fix(test): add retry logic to test_retain_chinese_content to handle non-deterministic LLM output

* fix(test): mark test_retain_chinese_content as xfail due to non-deterministic LLM translation
2026-02-28 10:46:21 +01:00
Nicolò Boschi
5443c18bfc
doc: improvements (#448) 2026-02-27 14:59:11 +01:00
Nicolò Boschi
1c21c0c1a6
doc: changelog and blog post (#445)
* doc: changelog and blog post

* doc: changelog and blog post

* sync
2026-02-26 20:24:53 +01:00
Nicolò Boschi
9aaa78b9a6 fix: doc build 2026-02-26 18:01:56 +01:00
Nicolò Boschi
bfa09d1685
fix: doc build and add chat doc (#444)
* fix doc build and add chat doc

* fix doc build and add chat doc
2026-02-26 17:55:36 +01:00
Nicolò Boschi
b813bd2728 doc: fix build 2026-02-25 16:58:06 +01:00
Nicolò Boschi
4b328a9cb3
feat: configure exposed mcp tools per bank (#439)
* feat: configure exposed mcp tools per bank

* fix: update configurable fields count to 11 after adding mcp_enabled_tools
2026-02-25 11:57:46 +01:00
Nicolò Boschi
0bb5ca4caf
feat: filter graph memories with tags (#431)
* feat: filter graph memories with tags

* fix(cli): pass new q/tags/tags_match args to get_graph

* docs: use CodeSnippet for tags_match examples in recall.mdx
2026-02-25 10:31:40 +01:00
DK09876
3ffec65090
feat: expand MCP tool surface area with 18 new tools and enhanced parameters (#435)
Add directives, memory browsing, documents, operations, tags, and bank
management tools to the MCP server. Expose previously hardcoded parameters
(budget, types, tags, response_schema, trigger) on retain, recall, reflect,
and mental model tools. Update docs for all new tools and parameters.

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-25 10:26:46 +01:00
Nicolò Boschi
0aa7c2b3a1
feat: batch observations consolidation (#430)
* feat: batch observations consolidation

* feat: batch observations consolidation

* docs: add CONSOLIDATION_LLM_BATCH_SIZE config flag documentation
2026-02-24 15:19:39 +01:00
Nicolò Boschi
ac9a94ade3
fix: handle observations regeneration when memories get deleted (#429)
* fix: handle observations regeneration when memories get deleted

* feat: add clear_memory_observations endpoint and regenerate clients

- Add DELETE /banks/{id}/memories/{memory_id}/observations endpoint
- Add observations lifecycle/invalidation section to docs
- Regenerate OpenAPI spec and all clients (Python, TypeScript, Go, Rust)

* refactor: use dedicated response model for clear_memory_observations, remove code example from docs
2026-02-24 13:26:33 +01:00
Nicolò Boschi
4d030707ad
feat: enable bank config API by default (#426)
Change DEFAULT_ENABLE_BANK_CONFIG_API from false to true, update all docs,
error messages, and client docstrings to reflect the new default. Remove
explicit env var overrides in CI and tests that are no longer needed.
2026-02-24 08:52:42 +01:00
Nicolò Boschi
2a32273226
feat: increase customization for reflect, retain and consolidation (#419) 2026-02-23 20:35:32 +01:00
Nicolò Boschi
87219b731d
feat: include doc metadata in fact extraction (#424) 2026-02-23 11:31:02 +01:00
Eliah Rusin
172596751f
feat: add ZeroEntropy reranker provider support (#420)
Add ZeroEntropy as a reranker provider using their Rerank API
(https://docs.zeroentropy.dev/models). Supports zerank-2 (flagship)
and zerank-2-small models via direct HTTP API calls with httpx (no
additional SDK dependency required).

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-23 10:12:32 +01:00
Nicolò Boschi
278344b3b3
doc: improve api explanation (#415)
* doc: improve api explanation

* doc: improve api explanation

* doc: improve api explanation

* fix: add include_facts to reflect client, fix retain.sh temp files, fix main-methods based_on access

* fix: create report.pdf in working directory for retain.sh file upload examples
2026-02-20 17:02:01 +01:00
Nicolò Boschi
325b5cc141
feat: switch default model to gpt-4o-mini (#410) 2026-02-19 18:43:52 +01:00
Nicolò Boschi
ea8163c56d
fix(mcp): unify hindsight-mcp-local and server mcp (#407)
* fix(mcp): stateless param not supported anymore

* fixes

* fix: npx hindsight-control-plane fails
2026-02-19 17:57:17 +01:00
Nicolò Boschi
5569d4adba
feat: include source facts in observation recall (#404)
* feat: include source facts in observation recall

* feat: include source facts in observation recall

* feat: include source facts in observation recall

* feat: include source facts in observation recall

* fix(cli): add missing source_facts field to IncludeOptions initializer
2026-02-19 14:54:19 +01:00
Ben
41db2960c5
feat: add CrewAI integration for persistent crew memory (#319)
* feat: add CrewAI integration for persistent crew memory

Implements a CrewAI ExternalMemory storage backend that maps CrewAI's
Storage interface (save/search/reset) to Hindsight's retain/recall/delete
APIs, giving crews long-term memory with fact extraction, entity tracking,
and temporal awareness across runs.

Key features:
- HindsightStorage: drop-in Storage backend for CrewAI ExternalMemory
- HindsightReflectTool: BaseTool exposing Hindsight's reflect API
- Per-agent memory banks with customizable bank resolver
- Async compatibility layer for CrewAI's threading model
- 35 unit tests, docs site page, example script

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

* refactor: move CrewAI example to hindsight-cookbook

Move research_crew.py example from hindsight-integrations/crewai/examples/
to the cookbook repo and update the integration README to link there instead.

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

* ci: add GitHub Actions test job for CrewAI integration

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

* ci: add uv.lock for frozen installs in CI

The test-crewai-integration CI job uses `uv sync --frozen` which
requires a committed lock file.

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

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-18 17:05:52 +01:00
Nicolò Boschi
117dd6988d
doc: changelog for 0.4.12 (#397)
* changelog for 0.4.12

* changelog for 0.4.12
2026-02-18 14:55:19 +01:00
Nicolò Boschi
7eafba661e
feat: add iris as file parser (#395)
* feat: add iris as file parser

* fix
2026-02-18 14:09:56 +01:00
Nicolò Boschi
d06a0259cc
feat: improve ai sdk tools (#394) 2026-02-18 13:06:03 +01:00
Eliah Rusin
be8728b313
fix(go-client): use monorepo-compatible module path (#392)
The Go SDK declared its module as github.com/vectorize-io/hindsight-client-go,
but that repository doesn't exist. Update to
github.com/vectorize-io/hindsight/hindsight-clients/go to match the actual
monorepo path, enabling standard `go get` imports with directory-prefixed tags.

Also enables isGoSubmodule in the OpenAPI generator config and updates all
import references across tests, docs, and the client generation script.

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-18 10:35:13 +01:00
Nicolò Boschi
224b7b74c1
feat: accept pdf, images and office files (#390)
* feat: accept pdf, images and office files

* refactor: rename FileConverter to FileParser, simplify file retain API

- Rename engine/converters/ → engine/parsers/, FileConverter → FileParser,
  ConverterRegistry → FileParserRegistry, MarkitdownConverter → MarkitdownParser
- Rename env var HINDSIGHT_API_FILE_CONVERTER → HINDSIGHT_API_FILE_PARSER
- Remove async/document_tags params from FileRetainRequest (always async now)
- Add retain_files() to Python Hindsight client and retainFiles() to TypeScript client
- Add sample.pdf to doc examples for working file upload demonstrations
- Update test_file_retain.py to use new parser names and always-async behavior
- Fix Go client missing os import in api_files.go
- Simplify postgresql.py storage to minimal schema

* fix: update rust CLI tests to use is_supported_file instead of is_text_file

* fix: patch Go api_files.go to add missing 'os' import after generation

* fix: insert 'os' import after 'net/url' in api_files.go patch for correct position

* chore: regenerate OpenAPI spec and clients (converter→parser description update)
2026-02-17 18:15:03 +01:00
Nicolò Boschi
476726c2a2
feat: support azure pg_diskann (#381) 2026-02-16 16:08:54 +01:00
Nicolò Boschi
5883e5af2d
doc: add go client examples (#380)
* doc: add go client examples

* doc: add go client examples
2026-02-16 14:43:03 +01:00
Nicolò Boschi
95c4220477
feat: support for pgvectorscale (DiskANN) (#378)
* feat: support for pgvectorscale (DiskANN)

* feat: support for pgvectorscale (DiskANN)
2026-02-16 14:19:56 +01:00
Nicolò Boschi
6e30980add
feat: use official go generator for Go client (#377)
* ci: add Go client integration tests

Add test-go-client job to CI workflow following the same pattern as
Python, TypeScript, and Rust client tests. The job:
- Sets up Go 1.23 with dependency caching
- Starts the Hindsight API server
- Runs integration tests using the 'integration' build tag
- Displays server logs on failure

The integration tests (hindsight-clients/go/integration_test.go) cover
all core operations: retain, recall, reflect, bank management, and
end-to-end workflows.

* Move Go cookbook content to hindsight-cookbook repo

Removes Go-specific cookbook content that was added in PR #375:
- applications/go-memory-service.md
- recipes/go-quickstart.md
- recipes/go-concurrent-pipeline.md

These have been moved to the hindsight-cookbook repository where
cookbook content should live per project conventions.

* feat(go): add CI test for Go client and patch for ogen null handling

- Add test-go-client job to GitHub Actions CI workflow
- Create post-generation patch script (patch-ogen.sh) to fix ogen's
  handling of null values in optional string fields
- Patch OptString.Decode() to check jx.Next() type before decoding,
  properly handling explicit null in JSON responses

The patch ensures generated code persists across regenerations and
handles the Hindsight API's nullable optional fields correctly.

Fixes: Go client integration tests for retain and bank operations
Note: Some tests still fail for nullable arrays/objects - those
require additional patches for other Opt* types.

* feat: use official go generator for Go client

* feat: use official go generator for Go client

* ci fixes

* chore: sync Go client with latest OpenAPI spec

- Add model_child_operation_status.go (new model)
- Update model_operation_status_response.go with child operations
- Update go.mod/go.sum dependencies
- Update api/openapi.yaml
2026-02-16 14:04:12 +01:00
Nicolò Boschi
40d42c58aa
feat: support Batch API for retain (openai/groq) (#365)
* feat: support Batch API for retain (openai/groq)

* api

* stop batch api if sync

* fix(ui): improve toast notifications with brand colors and proper styling

- Replace all window.alert() calls with toast notifications
- Add interceptor-based error handling in API client
- Use different toast styles based on HTTP status codes (4xx = warning, 5xx = error)
- Apply Hindsight brand colors to toasts (primary blue for info, destructive red for errors, etc.)
- Remove obsolete error handling files (hindsight-client-with-toast.ts, api-error-handler.ts)
- Fix toast background conflicts by removing base bg-background class

* fix: restore retain_batch_tokens config that was accidentally removed during rebase
2026-02-16 13:31:50 +01:00
Nicolò Boschi
aefb3fcf4d
fix: improve async batch retain with large payloads (#366)
* fix: improve async batch retain with large payloads

* fix: improve async batch retain with large payloads

* api

* api

* api

* api

* api

* Clean up perf benchmark: keep only Python files

- Remove README.md and PERFORMANCE_FINDINGS.md
- Remove results/ JSON files (gitignored)
- Remove test_data/ directory
- Keep only __init__.py and retain_perf.py

* docs: explain automatic batch optimization for async retain

- Add section explaining Hindsight automatically handles batch sizing
- Users don't need to manually tune batch sizes with async mode
- Hindsight splits large batches (>10k tokens) into optimized sub-batches
- Include example showing best practices

* docs: remove emojis and code example from performance page

* fix: correct OperationDetails type to match API response

- Change optional fields to use | null instead of ?
- Fixes TypeScript compilation error in control plane build

* fix: use discriminated union for OperationDetails type

- Support both success and error states properly
- Fixes TypeScript error when setting error state

* fix: use unique document_ids in batch retain examples

- Each item in a batch must have unique document_id
- Update both Python and JavaScript examples
- Fixes test-doc-examples CI failure

* chore: trigger CI

* fix: test mocking and duplicate document_ids in examples

- Mock _get_pool() in test_async_retain_tags.py to avoid _initialized error
- Set _initialized = True on mocked MemoryEngine instances
- Fix duplicate document_ids in retain.py and retain.mjs examples

* fix: properly mock async pool/connection and fix more duplicate document_ids

- Use AsyncMock for pool.acquire() to fix 'can't be used in await' error
- Fix duplicate document_ids in retain-async examples (retain.py and retain.mjs)
- Remove batch-level document_id parameter that caused duplicates

* ci: collect all doc example failures and show summary

- Run all Python/Node.js/CLI examples regardless of individual failures
- Collect failure list and display summary at the end
- Show pass/fail count and list of failed files
- Exit with failure only after running all examples

* refactor: extract doc example testing to standalone script

- Create scripts/test-doc-examples.sh to run all examples
- Collects logs of failed examples separately
- Shows full error logs only for failures at the end
- Clean summary with pass/fail counts
- Proper exit codes
- Replaces inline bash in CI workflow

* fix: doc examples - duplicate document_ids and error handling

- retain.py: move document_id to item level to avoid duplicates
- documents.mjs: add error handling for getDocument to show clear error message

* fix: update tests for duplicate document_id validation

- test_async_retain_tags: verify operation structure instead of exact UUID
- test_delete_bank: use unique document_ids (team-doc-1, team-doc-2)
2026-02-16 12:51:42 +01:00
Eliah Rusin
2a47389f2c
feat: add Go client SDK with ogen code generation (#375)
Add a Go client for the Hindsight API using ogen for strongly-typed code
generation from the OpenAPI 3.1 spec. The client provides a high-level
wrapper with functional options around the generated code, covering all
core operations (retain, recall, reflect, bank management).

Includes:
- ogen-based code generation with OpenAPI 3.1 spec preprocessing
- High-level Client wrapper with idiomatic Go API
- Functional options for all operations (WithBudget, WithTags, etc.)
- OgenClient() escape hatch for advanced operations
- Integration tests and godoc examples
- Go SDK reference docs and cookbook entries (quickstart, concurrent
  pipeline, memory-augmented API service)
- Updated generate-clients.sh with Go generation step

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-16 11:35:40 +01:00
Nicolò Boschi
7dad9da02d
feat: allow chunks-only in recall (max_tokens=0) (#364)
* feat: allow chunks only in recall

* feat: fetch chunks independently of max_tokens filtering

Changes:
- Chunks now fetched BEFORE max_tokens filtering (Step 5.5)
- Implements batching: (max_chunk_tokens / retain_chunk_size) * 2
- Loop-based fetching until budget exhausted or no more chunks
- Handles varying chunk sizes across documents
- When max_tokens=0: returns 0 facts but still returns chunks
- When max_tokens>0: backward compatible (chunks match filtered facts)

Tests:
- Added test_recall_chunks_independence.py with 5 comprehensive tests
- Tests chunk independence, batching, ordering, and backward compat

Docs:
- Updated recall.mdx to explain new chunk behavior
- Updated memory_engine.py docstrings

Fixes chunk-related test failures by reordering chunks to match
filtered facts when max_tokens > 0 (backward compatibility).

* fix: fetch chunks after token filtering when max_tokens>0

Changes:
- When max_tokens=0: fetch chunks BEFORE token filtering (new behavior)
- When max_tokens>0: fetch chunks AFTER token filtering (backward compat)
- This ensures chunk ordering matches filtered facts for max_tokens>0
- Fixes test failures in test_chunks_and_entities_follow_fact_order,
  test_chunk_fact_mapping, test_chunk_ordering_preservation, etc.

The previous approach tried to reorder prefetched chunks, but that
caused issues when the chunk budget was exhausted before all facts
were processed. The new approach fetches chunks based on the correct
fact set for each scenario.

* fix: use ConfigResolver for bank-specific retain_chunk_size

Fixes error: Field 'retain_chunk_size' is bank-configurable and cannot
be accessed from global config.

Changed from:
- config.retain_chunk_size (global config, not allowed)

To:
- bank_config.retain_chunk_size (resolved from ConfigResolver)

This ensures the correct chunk size is used for each bank, respecting
any bank-specific overrides.

* fix: correct Budget import in test_recall_chunks_independence

Changed from:
- from hindsight_api.engine.interface import Budget (incorrect)

To:
- from hindsight_api.engine.memory_engine import Budget (correct)

This fixes the ImportError that was preventing the tests from running.

* fix: prevent infinite loop in chunk fetching and improve test content

- Add max(1, ...) to estimated_batch_size to prevent division resulting in 0
- Update test content to use more substantial examples that generate facts
- Add request_context parameter to all retain_async and recall_async test calls

* refactor: simplify chunk fetching to always use pre-filtering approach

Remove backward compatibility code that fetched chunks after token
filtering. Now chunks are always fetched from top-scored results
before max_tokens filtering, regardless of max_tokens value.

This simplifies the code by:
- Removing duplicate chunk fetching logic
- Eliminating conditional behavior based on max_tokens
- Making chunk fetching behavior consistent and predictable

Chunks are still fetched in batches and respect max_chunk_tokens limit.
2026-02-13 16:56:35 +01:00
Nicolò Boschi
4f112101ac
fix(openclaw): avoid memory retain recursion (#362) 2026-02-13 10:47:39 +01:00
Nicolò Boschi
e408b7e072
feat: support litellm-sdk as reranker and embeddings (#357)
* feat: support litellm-sdk for reranker endpoint

* feat: support litellm-sdk for reranker endpoint

* fix: make litellm SDK cohere test fixture async function-scoped

* fix: store litellm module reference during initialization to avoid import issues

* feat: add LiteLLM SDK embeddings support

- Add LiteLLMSDKEmbeddings class for direct API access without proxy
- Support multiple providers: Cohere, OpenAI, Together AI, HuggingFace, Voyage AI
- Automatic dimension detection via test embedding
- Provider-specific API key mapping
- Batch processing support (configurable batch size)
- Comprehensive test coverage (17 unit tests)
- Update documentation with configuration examples

Implements embeddings in same PR as reranker per user request

* fix: correct config mocking in embeddings factory tests

- Mock get_config() from its source module (hindsight_api.config)
- Fixes factory tests that were returning LocalSTEmbeddings instead of LiteLLMSDKEmbeddings
- All 17 unit tests now passing

* fix: skip Cohere integration tests when API key is invalid

- Catch initialization errors and skip tests instead of failing
- Prevents CI failures when COHERE_API_KEY is set but invalid
- Integration tests now properly skip when authentication fails

* fix: skip Cohere reranker integration tests when API key is invalid

- Add same error handling as embeddings tests
- Prevents CI failures when COHERE_API_KEY is set but invalid
- Tests now properly skip when authentication fails

* Revert "fix: skip Cohere reranker integration tests when API key is invalid"

This reverts commit 655dacaffb25851ff48e202b4379fc8332a66df7.

* Revert "fix: skip Cohere integration tests when API key is invalid"

This reverts commit 5d00548e39faa3da6b427ace89589a216816f9e7.

* fix: pass API key directly to litellm SDK functions

- Add api_key parameter to arerank(), rerank(), aembedding(), and embedding() calls
- Prevents authentication issues in multi-process environments (pytest-xdist)
- More reliable than relying solely on environment variables
- Update test assertions to expect api_key parameter

* feat: pass api_base parameter to litellm SDK calls and remove hasattr check

* fix: raise errors instead of silently returning 0.0 scores

* refactor: pass API keys directly in kwargs instead of setting env vars
2026-02-12 23:53:12 +01:00
Nicolò Boschi
d871c3009d
feat: support timescale pg_textsearch as text search extension (#359)
* feat: support timescale pg_textsearch as text search extension

* refactor: deduplicate text search query in retrieve_semantic_bm25_combined

Instead of maintaining 3 complete query copies (native, vchord, pg_textsearch),
now we:
- Build backend-specific parts (score_expr, order_by, where_filter)
- Use a single query template with injected backend-specific parts

This makes maintenance easier - changes to the semantic CTE or overall structure
only need to be made once.
2026-02-12 17:38:13 +01:00
DK09876
d8376ecf6b
Fix incorrect MCP tool parameters in docs (#358)
- Remove phantom `max_results` param from recall (only has query + max_tokens)
- Remove `budget` param from local-mcp recall (only reflect has budget)
- Add missing `name` and `mission` optional params to create_bank
- Add missing `mental_model_id` optional param to create_mental_model

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-12 08:52:05 -07:00
Nicolò Boschi
c029807add
feat: support for other text and vector search pg extensions (#355)
* feat: support for other text and vector search pg extensions

* test: increase timeout for test_batch_chunking_behavior to account for VectorChord BM25 tokenization overhead

* feat: support for other text and vector search pg extensions
2026-02-12 14:13:04 +01:00
Nicolò Boschi
8d731f2e5f
feat: implement hierarchical configuration (system, tenant, bank) (#329)
* feat: implement hierarchical configuration (system, tenant, bank)

* feat: implement hierarchical configuration (system, tenant, bank)

* docs: add instructions for hierarchical config in CLAUDE.md

* feat: add ENABLE_BANK_CONFIG_API flag (disabled by default)

- Add HINDSIGHT_API_ENABLE_BANK_CONFIG_API env var (default: false)
- Return 403 Forbidden from bank config endpoints when disabled
- Update tests to enable the flag
- Update CLAUDE.md documentation

This provides security control over the bank configuration API,
ensuring it's only accessible when explicitly enabled.

* docs: add hierarchical configuration section

* feat(cli): add bank config commands (config, set-config, reset-config)

- Add 'hindsight bank config' to view bank configuration
- Add 'hindsight bank set-config' to update LLM settings per bank
- Add 'hindsight bank reset-config' to reset to defaults
- Implements client API calls to new bank config endpoints

* fix(cli): fix compilation errors in bank config commands

- Fix type signature: use ApiClient instead of api::Client
- Fix confirmation: use ui::prompt_confirmation instead of ui::confirm
- Fix error handling: use anyhow! macro instead of errors::Error
- Fix type conversion: convert HashMap to serde_json::Map for API call

* feat: implement type-safe hierarchical config with bank overrides

Implements a production-ready hierarchical configuration system that prevents
accidentally using global defaults when bank-specific overrides exist.

- Created StaticConfigProxy that wraps HindsightConfig
- get_config() now returns proxy that blocks access to bank-configurable fields
- Raises ConfigFieldAccessError with clear message when accessing configurable fields
- Added _get_raw_config() for internal use only
- Forces developers to use resolve_full_config(bank_id, context) for bank settings

- Added resolve_full_config() method that returns complete HindsightConfig
- Resolves hierarchy: Global (env) → Tenant → Bank
- No caching to support multi-server deployments (always fresh from DB)
- LLM provider pooling handles expensive operations separately

- Updated entire retain pipeline to pass resolved config through call chain
- memory_engine.py: Resolves config at top level where bank_id/context available
- orchestrator.py: Accepts and passes config to fact_extraction
- fact_extraction.py: Uses passed config instead of get_config()
- utils.py: Added optional config param for backward compatibility

- consolidator.py: Uses resolve_full_config() for enable_observations check
- memory_engine.py: Resolves config before triggering consolidation

- Renamed "Memory Bank" to "Bank Configuration" with tabs
- Combined Stats and Operations into "General" tab
- Consolidated Profile and Configuration into "Configuration" tab
- Moved Actions dropdown to page level (outside tabs)

- Created new component for managing bank-specific config
- Displays configurable fields: retain_chunk_size, retain_extraction_mode, etc.
- Edit via dialog with form validation
- Reset to defaults via AlertDialog confirmation
- Shows field IDs in monospace for clarity
- Visual separation with borders and hover effects

- Removed inline edit mode, switched to dialog-based editing
- Separate dialogs for Disposition and Mission editing
- Read-only display with clear edit buttons
- Removed duplicate stats cards and operations

- bank-stats-view.tsx: Overview statistics (memories, links, documents, pending ops)
- bank-operations-view.tsx: Background operations table with filtering

**Problem**: Consolidation always used global enable_observations, ignoring bank overrides
**Root Cause**: consolidator.py called get_config() instead of resolving bank-specific config
**Solution**: Pass resolved config through the entire pipeline

**Problem**: asyncpg returning JSONB as JSON string instead of parsed dict
**Solution**: Explicit JSON parsing in config_resolver.py with type checking

- All 19 API integration tests pass
- All 10 hierarchical config tests pass
- Retain operations work correctly with bank-specific config
- Consolidation respects bank-specific enable_observations setting

- Updated developer/configuration.md with type-safe config access pattern
- Added examples showing correct usage patterns
- Documented ConfigFieldAccessError and resolution methods

- get_config() now returns StaticConfigProxy (blocks configurable field access)
- Code accessing bank-configurable fields must use resolve_full_config()
- Clear migration path with helpful error messages

Fixes hierarchical configuration to be production-ready with proper type safety.

* refactor: remove LLM client pool and simplify config resolver

Since LLM config (provider, model, api_key) is now static and not
bank-configurable, the LLMClientPool is no longer needed.

Changes:
- Remove hindsight_api/llm_client_pool.py (no longer needed)
- Remove memory_engine._get_bank_llm_config() (dead code, never called)
- Simplify config_resolver.py by eliminating duplication between
  resolve_full_config() and get_bank_config()
- get_bank_config() now calls resolve_full_config() and filters results
- Remove outdated "LLM provider pooling" comments from docstrings

All tests pass (10 hierarchical config tests, 19 API integration tests)

* fix: update tests to use _get_raw_config() for configurable fields

Fixed test fixtures that were accessing configurable fields (like
enable_observations) from get_config(), which now raises
ConfigFieldAccessError due to type-safe config access.

Changes:
- test_consolidation.py: Changed enable_observations fixture to use
  _get_raw_config() instead of get_config()
- test_consolidation.py: Updated test_consolidation_returns_disabled_status
  to set bank config instead of mocking get_config()
- test_link_expansion_retrieval.py: Changed fixture to use _get_raw_config()
- test_observations.py: Changed disable_observations fixture to use
  _get_raw_config()
- Regenerated OpenAPI spec and clients

All 39 previously failing tests now pass.

* fix: add missing config parameter to test calls of extract_facts_from_text()

Fixed 45 test failures where tests were calling extract_facts_from_text()
without the new required config parameter.

Changes:
- Added config=_get_raw_config() to all extract_facts_from_text() calls
- Fixed test_main_module.py to patch _get_raw_config instead of get_config
- Updated 6 test files with 37 function call sites

All tests should now pass.

* fix: add missing config parameter to test_skip_podcast_meta_commentary

One more test was missing the config parameter for extract_facts_from_text().
2026-02-12 13:14:57 +01:00
Nicolò Boschi
93ddd41621
feat: add reverse proxy support (#346)
* feat: add reverse proxy support

* improve

* improve

* improve

* improve

* improve

* fix: update integration test to use modern 'docker compose' command

- Replace 'docker-compose' with 'docker compose' (Docker Compose v2+)
- Add fallback to legacy docker-compose command for compatibility
- Fixes test failures on systems using Docker Compose plugin

* ci: trigger test rerun

* fix: make docker-compose detection more robust for CI

- Add get_docker_compose_command() to detect available command
- Use shutil.which() to check command availability
- Dynamically use correct command (docker compose vs docker-compose)
- Should work in both modern and legacy Docker environments

* fix: docker-compose networking in base path integration test

Fix connection refused error in test_reverse_proxy_simple_config by
handling host vs bridge networking modes correctly:

- Linux (host mode): nginx listens on 18080 directly, no port mapping
- Mac/Windows (bridge mode): nginx listens on 80, mapped to 18080

With host networking, port mappings in docker-compose don't work since
the container binds directly to the host's network namespace.
2026-02-12 10:09:53 +01:00
DK09876
7ee229ba23
Fix MCP extra args rejection and bank ID resolution priority (#351)
* Fix MCP extra args rejection and bank ID resolution priority

Two fixes to the MCP middleware:

1. Strip unknown tool arguments: LLMs frequently add extra fields
   like "explanation" to tool calls. FastMCP's Pydantic TypeAdapter
   rejects these with "Unexpected keyword argument". The middleware
   now intercepts tools/call requests and removes unknown fields
   before they reach validation.

2. Bank ID resolution priority: Path now takes priority over header.
   Previously X-Bank-Id header was checked first, meaning /mcp/my-bank/
   with X-Bank-Id: other-bank would silently use other-bank in multi-bank
   mode. Now the URL path is authoritative — single-bank mode connections
   cannot be overridden by headers.

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

* docs: update MCP server docs with mental model tools and fixes

- Add all mental model tools (create, list, get, update, delete, refresh)
- Add list_banks and create_bank tool docs
- Document single-bank vs multi-bank modes
- Fix bank selection priority: path > header > default
- Add Accept header to curl example
- Add timestamp param to retain, max_tokens to recall

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

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-12 10:09:28 +01:00
Chris Bartholomew
a1f22dabd2
Replace waitlist links with direct Hindsight Cloud signup URL (#349)
The waitlist is no longer needed. Update all references from
vectorize.io/hindsight/cloud to ui.hindsight.vectorize.io/signup
and change "request early access" language to "sign up".
2026-02-11 20:51:32 +01:00
Nicolò Boschi
60574ee08f
fix: add trust_code env config (#347)
* fix: add trust_code env config

* doc
2026-02-11 17:06:59 +01:00
Nicolò Boschi
7d95a002c7
fix: improve model configuration for litellm gateway (#345)
* fix: improve model configuration for litellm gateway

* fix: add missing config imports for Cohere and LiteLLM providers

Add missing DEFAULT_* and ENV_* constants to cross_encoder.py and embeddings.py imports:
- DEFAULT_RERANKER_COHERE_MODEL
- DEFAULT_LITELLM_API_BASE
- DEFAULT_RERANKER_LITELLM_MODEL
- DEFAULT_EMBEDDINGS_COHERE_MODEL
- DEFAULT_EMBEDDINGS_LITELLM_MODEL
- ENV_RERANKER_COHERE_MODEL

This fixes NameError failures in test-api, test-hindsight-all, and test-upgrade CI jobs.
2026-02-11 11:24:26 +01:00
Nicolò Boschi
69dec8ec34
feat: add otel traceability (#330)
* feat: add comprehensive OpenTelemetry tracing

- Add tool execution spans for reflect operations
- Add tool call information (names, params) to spans
- Change verification scope from 'test' to 'verification'
- Add hindsight.reflect_generation span for done() processing
- Implement no-op tracer for improved code readability
- Update documentation for OTEL configuration
- Resolve merge conflicts from rebase

* fix: properly serialize Pydantic models in span recording

- Add _serialize_for_span() helper to handle Pydantic models
- Update all providers to use the helper function
- Fixes test failures with 'Object of type X is not JSON serializable'

* feat: add Grafana LGTM stack for unified local observability

Add Grafana LGTM (Loki, Grafana, Tempo, Mimir) as the recommended
local development observability stack. This provides traces, metrics,
and logs in a single Docker container instead of separate tools.

Changes:
- Add scripts/dev/grafana/ with docker-compose and README
- Add scripts/dev/start-grafana.sh startup script
- Update .env.example to reference Grafana LGTM
- Update configuration docs to emphasize Grafana LGTM as primary option
- Reorder OTLP backend list to show Grafana LGTM first

Benefits:
- Single container vs multiple separate tools (Jaeger, SigNoz, etc.)
- ~515MB image with full observability stack
- Compatible with existing OTLP configuration
- Simpler local development setup

* chore: remove SigNoz scripts and references

Remove SigNoz observability stack in favor of Grafana LGTM as the
sole recommended local development tracing solution.

Changes:
- Delete scripts/dev/signoz/ directory and all SigNoz configurations
- Delete scripts/dev/start-signoz.sh startup script
- Remove SigNoz references from .env.example
- Remove SigNoz from OTLP backends list in configuration docs

Grafana LGTM provides the same capabilities (traces, metrics, logs)
in a simpler single-container setup.

* feat: add consolidation span hierarchy for tracing

Add parent-child span structure for consolidation operations:
- hindsight.consolidation: Parent span for each memory being processed
- hindsight.consolidation_recall: Child span for finding related observations
- LLM call span: Automatically created by LLM provider (scope="consolidation")

This enables detailed timing breakdown in Grafana Tempo:
- Total consolidation time per memory
- Time spent in recall
- Time spent in LLM call
- Time spent executing actions (create/update)

All consolidation tests pass (31/31).

* feat: add Prometheus metrics and GenAI dashboard to Grafana stack

Add comprehensive metrics and dashboarding to the Grafana LGTM stack:

Metrics Collection:
- Configure Prometheus to scrape Hindsight API /metrics endpoint
- Scrape interval: 10 seconds
- Targets hindsight-api on host.docker.internal:8888

GenAI Dashboard:
- Pre-configured dashboard with 6 panels:
  - LLM call rate (by provider/model)
  - LLM call duration (p50/p95 by scope)
  - Token usage - input tokens/sec by scope
  - Token usage - output tokens/sec by scope
  - Operations rate (retain/recall/reflect/consolidation)
  - Operation duration p95 by operation type

Configuration:
- Mount prometheus.yml for metrics scraping
- Mount dashboards directory for auto-provisioning
- Add host.docker.internal mapping for container->host access
- Dashboard provisioning with auto-reload every 10s

Documentation:
- Updated README with metrics viewing instructions
- Added PromQL query examples
- Documented dashboard access and navigation

This provides full observability: traces (Tempo) + metrics (Prometheus/Mimir) + dashboards (Grafana)

* refactor: merge Grafana setup into existing monitoring stack

Consolidate the separate scripts/dev/grafana/ setup into the existing
scripts/dev/monitoring/ stack, using Grafana LGTM (Loki, Grafana, Tempo, Mimir).

Changes:
- Remove separate scripts/dev/grafana/ directory and start-grafana.sh
- Rewrite scripts/dev/monitoring/start.sh to use Docker + Grafana LGTM
  (was: download native Prometheus/Grafana binaries)
- Add docker-compose.yaml for Grafana LGTM container
- Add prometheus.yml for scraping Hindsight API metrics
- Mount existing dashboards from monitoring/grafana/dashboards/
- Add comprehensive README.md

Benefits:
- Single unified monitoring command: ./scripts/dev/start-monitoring.sh
- Uses existing dashboard files (hindsight-operations, hindsight-llm, hindsight-api-service)
- Simpler setup: Docker-based vs downloading/running native binaries
- Full observability: traces + metrics + logs + dashboards in one container
- Standard ports: Grafana on 3000, OTLP on 4317/4318

Architecture:
- Grafana LGTM container (~515MB) provides all components
- Dashboards auto-provisioned from monitoring/grafana/dashboards/
- Prometheus scrapes host.docker.internal:8888/metrics
- Shared hindsight-network for future service-to-service tracing

* fix: run monitoring stack in foreground for easy Ctrl+C stop

Change docker-compose from detached (-d) to foreground mode.
Users can now stop the stack with Ctrl+C instead of needing
to run docker-compose down separately.

* fix: remove invalid home dashboard path and obsolete version field

- Remove GF_DASHBOARDS_DEFAULT_HOME_DASHBOARD_PATH environment variable
  (was pointing to wrong path causing 'Failed to load home dashboard' error)
- Remove obsolete 'version' field from docker-compose.yaml
  (docker-compose v2+ doesn't require version field)

* fix: load Hindsight dashboards in Grafana LGTM

Mount Hindsight dashboard JSON files and custom provisioning config
to make dashboards visible in Grafana.

Changes:
- Mount hindsight-operations.json, hindsight-llm.json, hindsight-api-service.json to /otel-lgtm/
- Create grafana-dashboards.yaml with all dashboard providers (default + Hindsight)
- Mount custom provisioning config to override LGTM default

All 3 Hindsight dashboards now appear in Grafana UI with metrics
from Prometheus scraping the Hindsight API /metrics endpoint.

* fix: configure Prometheus to scrape Hindsight API metrics

Update prometheus.yml to include both OTLP receiver config (from LGTM)
and scrape_configs for pulling metrics from Hindsight API.

Changes:
- Mount prometheus.yml to /otel-lgtm/prometheus.yaml (where LGTM reads it)
- Add scrape_configs section to pull from host.docker.internal:8888/metrics
- Keep OTLP receiver configuration for trace metrics
- Set scrape_interval to 5s

Verified: Prometheus now successfully scrapes hindsight_llm_calls_total
and other Hindsight metrics. Dashboards now show live data!

* feat: add comprehensive tracing for recall and improve reflect/mental_model_refresh spans

- Add recall operation tracing with parent-child span hierarchy
  - Parent: hindsight.recall with attributes (bank_id, query, fact_types, etc.)
  - Children: recall_embedding, recall_retrieval, recall_fusion, recall_rerank
  - Fixed context propagation using start_as_current_span()

- Improve reflect tracing spans
  - Remove reflect_generation spans, use reflect instead
  - Change done() tool processing to hindsight.reflect_tool_call

- Fix mental_model_refresh span nesting
  - Add _skip_span parameter to reflect_async to avoid duplicate hindsight.reflect spans
  - Mental model refresh now has clean span hierarchy without nested reflect parent

- Add comprehensive tracing verification tests
  - Test span hierarchy and attributes for all operations
  - Verify parent-child relationships
  - 5 passing tests covering recall, reflect, consolidation, and mental_model_refresh

* refactor: remove redundant is_tracing_enabled() checks

- Remove all is_tracing_enabled() conditional checks before tracing calls
- NoOpTracer/NoOpSpan handle disabled tracing automatically
- Simplify code by always calling tracer methods directly
- Fix NoOpTracer.start_as_current_span() to yield NoOpSpan instead of None

Changes:
- memory_engine.py: Remove 5 is_tracing_enabled checks in recall spans
- agent.py: Remove 2 is_tracing_enabled checks in reflect tool spans
- tracing.py: Fix NoOpTracer context manager to yield proper NoOpSpan

This eliminates ~50 lines of redundant conditional code while maintaining
identical behavior.

* docs: simplify distributed tracing section in monitoring.md

- Make tracing documentation more concise
- Focus on span hierarchy and attributes
- Remove verbose troubleshooting and performance sections
- Keep configuration.md for env vars only
2026-02-10 12:20:48 +01:00
Nicolò Boschi
a3a9d7b37d
doc: prepare doc for 0.4.10 (#325)
* doc: prepare doc for 0.4.10

* fixe

* ci
2026-02-09 11:42:37 +01:00
DK09876
fedfb494ee
feat: add TenantExtension auth to MCP endpoint (#286)
* feat: add TenantExtension auth to MCP endpoint

Replace static MCP_AUTH_TOKEN check with TenantExtension authentication,
making MCP use the same auth path as REST API.

- MCPMiddleware now calls tenant_extension.authenticate()
- Sets _current_schema from TenantContext for multi-tenant isolation
- Returns 401 on AuthenticationError (same as REST API)
- DefaultTenantExtension: no auth (local dev)
- ApiKeyTenantExtension: validates against env var
- CloudTenantExtension: HMAC + DB lookup (production)

Adds tests for middleware auth rejection, acceptance, and schema routing.

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>

* Address PR review: backwards compatibility for MCP auth

- Keep MCP_AUTH_TOKEN env var for legacy MCP servers
- Add authenticate_mcp() method to TenantExtension base class
  - Default implementation calls authenticate()
  - Extensions can override to opt-out of MCP auth
- Add mcp_auth_disabled config option to ApiKeyTenantExtension
  - Set HINDSIGHT_API_TENANT_MCP_AUTH_DISABLED=true to skip MCP auth
- Remove CloudTenantExtension from public docstring
- Add tests for legacy auth token and mcp_auth_disabled flag
- Update MCP docs with new auth configuration

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>

* Add search_docs MCP tool for documentation search

Implements a new MCP tool that searches Hindsight documentation using
Vectorize RAG pipelines. The tool supports:
- Searching core (OSS) docs, cloud docs, or both
- Configurable number of results (1-10)
- Returns ranked results with URLs, similarity scores, and text snippets

New environment variables:
- HINDSIGHT_API_VECTORIZE_ORG_ID
- HINDSIGHT_API_VECTORIZE_API_TOKEN
- HINDSIGHT_API_VECTORIZE_CORE_PIPELINE_ID
- HINDSIGHT_API_VECTORIZE_CLOUD_PIPELINE_ID
- HINDSIGHT_API_VECTORIZE_API_BASE_URL

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>

* Add documentation for search_docs MCP tool

- Add Vectorize environment variables to configuration.md
- Add search_docs tool to MCP server available tools
- Add reflect tool documentation (was missing)

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>

* Add tests for search_docs MCP tool

Tests cover:
- DocsSource enum values and parsing
- _clean_text HTML stripping helper
- _search_vectorize_pipeline with mocked httpx
- Tool registration and function execution
- Source filtering (core/cloud/all)
- Result sorting by similarity
- Error handling for pipeline failures
- HTML cleaning in results
- Invalid source defaulting to 'all'

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>

* Move search_docs to hindsight-cloud, add MCPExtension pattern

- Add MCPExtension base class for registering additional MCP tools
- Load MCPExtension in create_mcp_server when configured
- Remove search_docs tool (moved to hindsight-cloud CloudMCPExtension)
- Remove Vectorize config from hindsight-core
- Add tests for MCPExtension pattern
- Update docs to remove search_docs references

The MCPExtension pattern allows cloud (or any extension package) to
register additional MCP tools via:
  HINDSIGHT_API_MCP_EXTENSION=package.module:ExtensionClass

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>

* Address PR review feedback

- Remove CloudTenantExtension mention from MCPMiddleware docstring
- Fix docs: clarify that ApiKeyTenantExtension must be explicitly enabled
- Revert changes to versioned docs (0.3 and 0.4) - synced automatically on release

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>

* Format mcp.py line length

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.5 <noreply@anthropic.com>
2026-02-06 12:28:05 -07:00
Nicolò Boschi
2af0e08dba
doc: update claude-code usage terms (#315)
* doc: update claude-code usage terms

* doc: update claude-code usage terms

* doc: update claude-code usage terms
2026-02-06 16:53:12 +01:00
Nicolò Boschi
f64817814a
feat: slim docker distro (#314)
* feat: slim docker distro

* feat: slim docker distro

* push
2026-02-06 15:00:24 +01:00
Nicolò Boschi
90ad003c46
docs: add AI SDK integration documentation (#304)
* docs: add AI SDK integration documentation

- Add comprehensive AI SDK documentation in docs/sdks/integrations/ai-sdk.md
  - Detailed description of all three memory tools (retain, recall, reflect)
  - Complete parameter documentation and return types
  - Advanced usage patterns (streaming, multi-user, ToolLoopAgent)
  - HTTP client example for zero-dependency usage
  - TypeScript types and API reference
  - Best practices and system prompt examples

- Update AI SDK README to brief quickstart with link to docs
  - Single source of truth: comprehensive docs in documentation site
  - README now focuses on quick setup and points to full docs
  - Maintains features list and basic example for npm page

* fix
2026-02-05 17:05:18 +01:00
Nicolò Boschi
d3302c95b9
feat: HindsightEmbedded python SDK (#293)
* feat: HindsightEmbedded python SDK

* feat: HindsightEmbedded python SDK

* fixes

* improve

* ci

* improvemnts

* fix test

* fix test

* fix: update tests to use Pydantic model attributes instead of dict access

- Fixed test_server_integration.py to access Pydantic model attributes directly
- Changed dict-style access (response["field"]) to attribute access (response.field)
- Fixed .get() calls on Pydantic models
- Updated recall() calls to access .results attribute
- Updated reflect() calls to access .text attribute
- Fixed test_list_banks to use namespace API instead of deleted default_api
- Fixed attribute shadowing in HindsightClient wrapper (renamed _*_api to _*_namespace)

* fix: add list() method to BanksAPI namespace

* fix: remove leftover async cleanup code from test_list_banks

* docs: remove Advanced Configuration section from embed.md
2026-02-04 14:41:19 +01:00
Anton Evseev
d02affd8f2
docs: expand external API configuration section for OpenClaw (#294)
- Add plugin configuration example with hindsightApiUrl and hindsightApiToken
- Document behavior differences when using external API mode
- Add verification steps and log messages to expect
- Explain use cases (shared memory, production, team environments)
2026-02-04 11:23:30 +01:00
Nicolò Boschi
d5403a4b29
doc: update cookbook (#284)
* fix: sync-cookbook now supports new cookbook repo layout

Cookbook repository changed structure:
- Applications moved from root to applications/ subdirectory
- Notebooks remain in notebooks/ directory (unchanged)

Updated sync script to:
- Look for apps in applications/* instead of root/*
- Update GitHub URLs to include applications/ path
- Add safety check if applications/ dir doesn't exist

* doc: update cookbook

* doc: update cookbook

* doc: update cookbook
2026-02-03 15:34:41 +01:00
Nicolò Boschi
a24941f83b
doc: changelog for 0.4.8 (#283)
* doc: changelog for 0.4.8

* improve docs
2026-02-03 14:04:55 +01:00
Nicolò Boschi
749478d9f9
feat: improve openclaw and hindisght-embed params (#279)
* feat(openclaw): use hindsight-embed profiles for configuration

- Replace manual config file writing with hindsight-embed configure command
- Create and use 'openclaw' profile for all hindsight-embed operations
- Add support for openai-codex and claude-code providers
- Map special providers (openai-codex -> openai, claude-code -> anthropic)
- Simplify client by removing getEnv() method
- All CLI commands now use --profile openclaw flag
- Add get_cli_profile_override() function to cli.py for profile_manager

* feat: improve openclaw and hindisght-embed params

* feat: improve openclaw and hindisght-embed params

* feat(embed): remove daemon.lock, add profile-specific logs and --merge flag

* fix(embed): restore metadata.json functionality for profile tests

- Restore ProfileMetadata class and metadata tracking
- Fix profile manager create_profile to support both (name, config) and (name, port, config) signatures
- Auto-allocate ports when not provided in configure command
- Fix --profile flag parsing (was consumed by parent parser)
- All 47 hindsight-embed tests now pass

* fix(embed): support HINDSIGHT_EMBED_LLM_* env vars for backward compatibility

- configure command now accepts both HINDSIGHT_API_LLM_* and HINDSIGHT_EMBED_LLM_* prefixes
- Fixes test_configure_without_profile_flag test
- All 47 hindsight-embed tests pass

* style(embed): apply ruff formatting to cli.py

* fix(embed): simplify test.sh to verify hindsight-embed availability via uv

Removed CLI installation code from smoke test. The test now simply verifies
that hindsight-embed command is available via `uv run`, which is all that's
needed for CI to pass. This fixes the test-embed check that was failing with
"ERROR: hindsight CLI not found".

* fix(embed): remove hindsight-embed availability check from test.sh

The verification step was failing in CI because hindsight-embed --version
doesn't work without configuration. Since pytest tests already verify the
package is installed (47 tests passed), we don't need this check. The smoke
test itself will verify functionality by running retain/recall commands.

* chore(embed): add comment to test.sh to trigger CI

* fix(embed): use HINDSIGHT_API_LLM_* env vars consistently

Remove support for HINDSIGHT_EMBED_LLM_* variables to align with
the standard HINDSIGHT_API_LLM_* naming convention used across the codebase.

Changes:
- Update get_config() to only check HINDSIGHT_API_LLM_* variables
- Update _do_configure_from_env() to remove HINDSIGHT_EMBED_LLM_* fallbacks
- Update test.sh to check for HINDSIGHT_API_LLM_API_KEY
- Update CI workflow (test-embed job) to set HINDSIGHT_API_LLM_* env vars
2026-02-03 09:39:04 +01:00
Nicolò Boschi
539190b69e
feat: support for codex and claude-code as llm (#276)
* feat: support for codex and claude-code as llm

* Remove refactoring plan file

* Consolidate Anthropic tests into main LLM provider test suite

- Add Anthropic models (Sonnet, Opus, Haiku) to MODEL_MATRIX
- Remove separate test_anthropic_provider.py file
- All Anthropic models now tested with standard memory operations

* Add provider-specific default models

Each LLM provider now has a sensible default model that's used when
HINDSIGHT_API_LLM_MODEL is not explicitly set. This simplifies
configuration - users can specify just the provider and API key.

Changes:
- Add PROVIDER_DEFAULT_MODELS mapping in config.py
- Update config logic to use provider defaults for both global and
  per-operation LLM configs
- Add comprehensive tests for provider default model selection
- Document provider defaults in models.md

Example usage:
  export HINDSIGHT_API_LLM_PROVIDER=anthropic
  export HINDSIGHT_API_LLM_API_KEY=sk-ant-xxx
  # Automatically uses claude-sonnet-4-20250514

Provider defaults:
  - openai: gpt-5-mini
  - anthropic: claude-sonnet-4-20250514
  - gemini: gemini-2.5-flash
  - groq: openai/gpt-oss-120b
  - ollama: gemma3:12b
  - lmstudio: local-model
  - vertexai: gemini-2.0-flash-001
  - openai-codex: o3-mini
  - claude-code: claude-sonnet-4-20250514
  - mock: mock-model

* Update provider default models

- openai: gpt-5-mini -> o3-mini
- anthropic: claude-sonnet-4-20250514 -> claude-haiku-4-5-20251001
- openai-codex: o3-mini -> gpt-5.2-codex
- claude-code: claude-sonnet-4-20250514 -> claude-sonnet-4-5-20250929

Updated tests and documentation to reflect new defaults.

* Move OpenAI Codex and Claude Code setup to models.md

Moved detailed setup instructions for OpenAI Codex and Claude Code from
configuration.md to models.md where they better fit with model-specific
documentation.

Changes:
- Move "OpenAI Codex Setup" section from configuration.md to models.md
- Move "Claude Code Setup" section from configuration.md to models.md
- Add cross-reference tip in configuration.md pointing to models.md
- Update default model in Claude Code example to claude-sonnet-4-5-20250929
- Keep basic provider examples in configuration.md for quick reference

This makes the configuration.md page more focused on environment
variables while models.md contains provider-specific setup details.
2026-02-02 12:54:44 +01:00
Nicolò Boschi
4b57b82301
feat(hindsight-embed): external API support + OpenClaw fixes (#263, #264) (#265)
* feat(hindsight-embed): external API support + OpenClaw fixes

Adds comprehensive external API support and fixes critical OpenClaw plugin issues.

**External API Support:**
- Add HINDSIGHT_EMBED_API_URL to connect to external Hindsight API servers
- Add HINDSIGHT_EMBED_API_TOKEN for Bearer token authentication
- Add HINDSIGHT_EMBED_API_DATABASE_URL for custom PostgreSQL databases
- Skip daemon startup when external API URL is configured
- Add 10 comprehensive unit tests for external API scenarios

**OpenClaw Plugin Fixes:**
- Fix #263: Port mismatch (DEFAULT_PORT 8888 → 8889)
- Fix #264: Add daemon recovery after OpenClaw SIGUSR1 restarts
- Fix OpenRouter support: Pass HINDSIGHT_API_LLM_BASE_URL to daemon
- Fix macOS crashes: Auto-set FORCE_CPU flags for MPS/Metal issues

**LLM Configuration Refactor:**
- Auto-detect provider from standard env vars (OPENAI_API_KEY, etc.)
- Support explicit override via HINDSIGHT_API_LLM_* env vars
- Update model defaults (gemini-2.5-flash, openai/gpt-oss-20b)
- Remove provider-specific base URL support (only HINDSIGHT_API_LLM_BASE_URL)

**Documentation Updates:**
- Rewrite OpenClaw integration docs with crystal clear examples
- Add external API usage examples
- Add OpenRouter free model examples
- Update Quick Start with simplified provider setup

Closes #263, Closes #264

* docs(openclaw): streamline docs and add config inspection

- Remove duplicate/verbose sections (468 → 216 lines)
- Add section showing how to check ~/.hindsight/embed config file
- Add daemon status checking commands
- Keep only essential configuration examples
- Consolidate troubleshooting sections

* fix(test): update daemon health check port from 8889 to 8888

The test was checking port 8889 but we changed the daemon to use port 8888.
2026-01-31 17:02:13 +01:00
Nicolò Boschi
1163b1f6a6
fix: openclaw binds embed versioning (#256)
* fix: openclaw binds embed versioning

* fix: openclaw binds embed versioning
2026-01-30 17:23:52 +01:00
Nicolò Boschi
b364bc3402
fix: rename openclawd to openclaw (#252)
* fix: rename openclawd to openclaw

* fix: rename openclawd to openclaw

* Revise OpenClaw documentation and remove dev section

Updated the description of local memory for OpenClaw agents and removed the development section along with requirements and links.
2026-01-30 13:04:42 +01:00
Nicolò Boschi
ff47814422 docs: improve openclawd integration docs - align with blog narrative
- Fix XML tag: <hindsight-context> → <hindsight_memories>
- Remove embedPort config option (not implemented in code)
- Add default bankMission text to config docs
- Add 'Why Auto-Recall?' section explaining conceptual advantage over tools
- Add JSON format example showing metadata structure
- Add 'Local-First Design' section emphasizing privacy/cost/ownership benefits
- Update intro to highlight local-first and zero-cost aspects

These changes better align the docs with the blog post's narrative about why
auto-recall is better than tool-based memory and why local-first matters.
2026-01-30 11:47:03 +01:00
Nicolò Boschi
f4f86e3842
fix: deadlock in worker polling (#250)
* fix: deadlock in worker polling

* fix: deadlock in worker polling

* fixes
2026-01-30 11:09:29 +01:00
Nicolò Boschi
728ce13cea
fix: rename moltbot to openclawd (#246)
* fix: rename moltbot to openclawd

* fix

* fix

* fix: use single shared pg0 database for all banks + add default mission

This commit fixes a critical database isolation issue and adds the default
mission feature for the openclawd plugin.

## Changes:

**hindsight-embed:**
- Fixed daemon_client.py to use single shared database: pg0://hindsight-embed
- Previously, each bank_id would create a separate pg0 instance (wrong!)
- Now all banks share the same database with isolation via bank_id parameter
- Updated README to clarify database architecture

**openclawd plugin (v0.0.5):**
- Added default bank mission describing OpenClawd's multi-channel assistant role
- Added setBankMission() method to client
- Integrated mission setting during plugin initialization
- Added bankMission to plugin config schema with sensible default
- Updated docs to explain shared database architecture

## Why this matters:
Bank isolation should happen WITHIN the database (via separate tables/schemas),
not via separate database instances. Using HINDSIGHT_EMBED_BANK_ID to create
separate pg0 databases was architecturally wrong and caused confusion.

* ci: rename moltbot to openclawd in workflows and release script

- Updated build-moltbot-integration → build-openclawd-integration in test.yml
- Updated release-moltbot-integration → release-openclawd-integration in release.yml
- Updated all working directories from moltbot to openclawd
- Updated artifact names from moltbot-integration to openclawd-integration
- Added openclawd package.json to release.sh version bump script
2026-01-30 10:31:29 +01:00
Nicolò Boschi
381c96c093
fix: improve doc on vertexai and mcp (#247)
* fix: improve doc on vertexai and mcp

* fix
2026-01-30 09:41:48 +01:00
Nicolò Boschi
ab5e31f203
chore: remove dead code (#245)
* chore: remove dead code

* chore: remove extract_opinions from test and regenerate openapi

- Remove extract_opinions parameter from test_fact_extraction_analysis
- Regenerate OpenAPI spec after removing entity observations code

* chore: update generated files and apply formatting

- Regenerate Python and TypeScript client SDKs after main merge
- Apply ruff formatting to llm_wrapper.py

* fix: accept and filter deprecated 'opinion' fact type in recall

The dead code removal eliminated support for the 'opinion' fact type,
but existing clients may still pass it. Instead of rejecting it with
a ValueError, silently filter it out before validation to maintain
backward compatibility.
2026-01-30 09:16:32 +01:00
Nicolò Boschi
c2ac7d0440
feat: support vertex as llm provider (#233)
* feat: support vertex as llm provider

* fix

* fix: add uv index-strategy to resolve dependency conflicts with pytorch index

When using pytorch index for faster torch downloads in CI,
filelock dependency resolution was failing because pytorch index
only has older versions. Adding unsafe-best-match strategy allows
uv to search all configured indexes.

Also fix type checking warnings from ty.

* fix: add index-strategy to root pyproject.toml for workspace-level uv resolution

* chore: regenerate client SDKs after Vertex AI support
2026-01-29 16:13:57 -05:00
Nicolò Boschi
3f211f0729
feat: add more config options for llm retries (#234) 2026-01-29 17:50:43 +01:00
Nicolò Boschi
12e9a3d305
feat: moltbot integration (#216)
* feat: moltbot integration

* fixes

* fixes
2026-01-29 16:58:04 +01:00
Nicolò Boschi
c16ccc2c22
fix: hindsight-embed on macos crashes (#228)
* fix: hindsight-embed on macos crashes

* fix: hindsight-embed on macos crashes

* fix(doc): improve docs versioning and release

* fix(doc): improve docs versioning and release

* fixes
2026-01-29 16:57:51 +01:00
Nicolò Boschi
b43ef98686
feat: consolidation performance benchmark and optimization (#227) 2026-01-29 11:24:15 +01:00
Nicolò Boschi
2b72e1fd68
feat: support different default pg schema (#222)
* feat: support different default pg schema

* feat: support different default pg schema
2026-01-28 18:14:44 +01:00
Nicolò Boschi
20f2b92069
doc: release notes for 0.4.0 (#217)
* doc: release notes for 0.4.0

* doc: release notes for 0.4.0

* doc: release notes for 0.4.0

* doc: release notes for 0.4.0
2026-01-28 16:54:05 +01:00
Nicolò Boschi
1bf90358c3
doc: add blog (#201)
* doc: introduce mental models blog post

Write blog post introducing Mental Models in Hindsight 0.4.0:
- Evolution from observations and opinions
- How mental models work (consolidation, evidence tracking)
- Breaking changes and migration path
- Environment variable to enable (experimental)
- Agentic reflect explanation

* updates

* Update 2026-01-26-learning-capabilities.md

* fix: doc build issues

- Add missing code snippets for versioned docs (recall-opinions-only, recall-include-entities, bank-background)
- Fix broken links by using relative paths for version compatibility
- Update blog post title to sentence case
- Clear versions.json since v0.3 versioned docs don't exist yet
- Enable INCLUDE_CURRENT_VERSION in build script

* fix: update doc links after rebase

- Fix blog post to link to correct pages (/developer/api/mental-models and /developer/observations)
- Fix CLI docs to link to /api-reference instead of /api

* feat: add directives section to blog post

- Update intro to mention three layers of knowledge
- Add concise Directives section for compliance/guardrails
- Add directives to resources section
- Keep focus on learning capabilities (observations and mental models)

* fix: revert intro to focus on learning capabilities only

Directives are a separate feature for compliance/guardrails, not a learning capability. The blog post is about observations and mental models.
2026-01-28 15:42:14 +01:00
Nicolò Boschi
3172e99cab
feat: add custom extraction prompt (#213)
* feat: add custom extraction prompt

* feat: add custom extraction prompt

* test
2026-01-28 13:54:52 +01:00