* fix: tagged directives should be applied to tagged mental models
* test: add unit test for based_on structure
Verify that reflect returns the correct based_on structure with:
- directives as dicts (id, name, content) in based_on.directives
- mental models as MemoryFact objects in based_on.mental-models
- memories separated properly
This ensures directives and mental models are not mixed together
in the API response.
* feat: ai sdk integration
* more fixes
* fix(security): mental model refresh tag-based security
- Mental model refresh now passes tags with all_strict matching
- Consolidation only triggers refresh for mental models with matching tags
- Consolidation filters related observations by tags (all_strict)
- Added tests to verify tag-based security boundaries
- Updated OpenAPI spec to include tags and text_preview in list_documents
- Added tags column to documents UI table
* chore: regenerate OpenAPI spec after rebase
* fix: improve consolidation prompt for contradiction handling and mental model refresh security
- Enhanced consolidation prompt to be more explicit about capturing temporal changes in contradictions
- Fixed mental model refresh security: tagged memories now only trigger refresh of mental models with matching tags
- Added stricter tag filtering to prevent cross-scope mental model refreshes
Fixes test_consolidation_merges_contradictions by improving LLM instructions to use temporal markers like "used to X, now Y" when merging contradictory facts.
Note: test_refresh_with_tags_only_accesses_same_tagged_models still needs investigation - REFLECT operation may need additional tag filtering.
* fix: mental model refresh security - proper tag filtering in search
Fixed tool_search_mental_models to properly handle all_strict tag matching mode by using the centralized build_tags_where_clause function. Previously, the function only handled "all" vs "any" modes and always included untagged mental models when using non-"all" modes.
This ensures that when a tagged mental model is refreshed with all_strict matching, it cannot access untagged mental models, preventing cross-scope information leakage.
Fixes test_refresh_with_tags_only_accesses_same_tagged_models.
Note: test_sensory_dimension_preservation is failing but this is a pre-existing issue on main branch - the LLM model (gpt-oss-20b) is not extracting facts from sensory text. Not related to security changes.
* chore: apply formatting from pre-commit hook
* fix: allow untagged mental models to be refreshed by any consolidation
Untagged mental models are considered "global" and should be refreshed
by any consolidation, regardless of whether tagged or untagged memories
were consolidated. This maintains security boundaries while allowing
global mental models to stay fresh.
When tagged memories are consolidated:
- Refresh mental models with matching tags (security boundary)
- Also refresh untagged mental models (they're global)
- DO NOT refresh mental models with different tags
When untagged memories are consolidated:
- Only refresh untagged mental models
- DO NOT refresh tagged mental models (security boundary)
Fixes test_consolidation_only_refreshes_matching_tagged_models.
* fix: custom pg schema is not reliable
* fix
* fix
* fix: WorkerPoller now always has tenant extension
Ensures WorkerPoller follows same pattern as MemoryEngine - always
creates a DefaultTenantExtension if none is provided, preventing
NoneType errors when calling list_tenants().
Fixes test failures in test_worker.py
* fix: DefaultTenantExtension honors explicit schema parameter
Allows WorkerPoller's schema parameter to be passed through to
DefaultTenantExtension via config dict, maintaining backward
compatibility for tests that use schema parameter without
providing a tenant extension.
Fixes test_poller_with_custom_schema test failure.
* 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.
The batch_retain and consolidation task handlers created internal
RequestContext objects without tenant_id or api_key_id. This meant
downstream operations (consolidation, mental model refreshes) triggered
by async workers lost the original caller's request context.
Fix by passing tenant_id and api_key_id through the task payload dict
in submit_async_retain and submit_async_consolidation, then restoring
them in the corresponding handlers (_handle_batch_retain,
_handle_consolidation).
Add dataclasses and hook methods to OperationValidatorExtension for
tracking mental model operations:
- MentalModelGetContext/Result: context and result for GET operations
- MentalModelRefreshResult: result for refresh operations with token counts
- validate_mental_model_get: pre-operation validation hook
- on_mental_model_get_complete: post-GET completion hook
- on_mental_model_refresh_complete: post-refresh completion hook
Invoke hooks in http.py (GET endpoint) and memory_engine.py (refresh).
Add tests verifying hooks are called with correct parameters.
* fix: sanitize null bytes from text fields before PostgreSQL insertion
Fixes 'invalid byte sequence for encoding UTF8: 0x00' error during batch retain
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
* refactor: consolidate _sanitize_text into fact_extraction module
Address review feedback: reuse existing _sanitize_text from fact_extraction
instead of duplicating in fact_storage.
The consolidated function now handles both:
- Null bytes (\x00) for PostgreSQL compatibility
- Unicode surrogates (U+D800-U+DFFF) for UTF-8/LLM API compatibility
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.5 <noreply@anthropic.com>
* 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.
Previously, _authenticate_tenant only skipped extension auth for
internal requests when _current_schema was set to a non-public schema.
This caused async HTTP retain (document upload with async_processing=True)
to fail with AuthenticationError because the worker had no API key and
the schema was "public".
Remove the public-schema guard since internal tasks were already
authenticated at submission time. The worker sets _current_schema from
the task's _schema field for tenant schemas, and it defaults to "public"
for public schema tasks — both are valid.
Replace the OpenAI-compatible endpoint approach with the native
google-genai SDK for Vertex AI. This eliminates the custom token
refresher, TokenInjectingTransport, and async lifecycle complexity
while also removing the 8192 output token cap that the OpenAI
endpoint enforced.
Changes:
- vertexai provider now uses genai.Client(vertexai=True) instead of
AsyncOpenAI with token-injecting transport
- Routes through existing _call_gemini/_call_with_tools_gemini paths
- Strips google/ prefix from model names (native SDK uses bare names)
- Preserves service account key auth via credentials parameter
- Delete vertexai_token_refresher.py (no longer needed)
- Strip markdown code fences in consolidator JSON parsing
- Rewrite vertexai tests for native SDK integration
* 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
Tenant schemas were never migrated when new migrations were deployed.
Only the public schema was migrated at startup, and tenant schemas only
got migrations when first provisioned. This meant existing tenants
missed any new columns (e.g. task_payload, worker_id, claimed_at on
async_operations), causing the worker poller to crash silently.
Changes:
- Run migrations on all existing tenant schemas at startup when a
tenant_extension is configured. Each schema migration is wrapped in
try/except so one failure doesn't block others.
- Add try/except in WorkerPoller.recover_own_tasks() so a broken
schema doesn't prevent the polling loop from starting.
- Add try/except in WorkerPoller._claim_batch_for_schema() so a
broken schema doesn't prevent claiming tasks from other schemas.
The mental_models.id column was changed from UUID to TEXT in migration
u6p7q8r9s0t1, but the exclude_ids filter in search_mental_models still
cast the parameter as ::uuid[]. This caused every search_mental_models
call during reflect to fail with "operator does not exist: text <> uuid",
forcing the reflect agent to waste all 5 iterations on retries and
producing degraded mental model content.
Co-authored-by: Claude Opus 4.5 <noreply@anthropic.com>
* fix: include correct __version__ in python packages
* fix(embed): force CPU mode for local models in daemon to prevent XPC crashes
Adds HINDSIGHT_API_EMBEDDINGS_LOCAL_FORCE_CPU and HINDSIGHT_API_RERANKER_LOCAL_FORCE_CPU
environment variables to force CPU-only operation for local sentence-transformer models.
This prevents XPC_ERROR_CONNECTION_INVALID crashes on macOS when running in daemon mode.
The issue occurs because PyTorch's MPS (Metal Performance Shaders) backend has unstable
XPC connections in background processes, leading to C++ assertion failures that Python
exception handlers cannot catch.
Changes:
- config.py: Add ENV_*_FORCE_CPU constants and config dataclass fields
- embeddings.py: Add force_cpu parameter to LocalSTEmbeddings constructor
- cross_encoder.py: Add force_cpu parameter to LocalSTCrossEncoder constructor
- main.py: Set force CPU env vars in daemon mode, add fields to config constructor
The daemon mode automatically enables force CPU for both embeddings and reranker,
while normal mode allows hardware acceleration (GPU/MPS) as before.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
* fix: add defensive error handling to PyTorch device detection
Wraps all PyTorch device detection code (torch.cuda.is_available()
and torch.backends.mps.is_available()) in try-except blocks that
gracefully fall back to CPU if any errors occur.
This complements PR #218's force_cpu configuration by ensuring the
code works reliably in all environments without configuration:
- CI environments with CPU-only PyTorch builds
- Systems without proper GPU/MPS support
- Partial or misconfigured PyTorch installations
The defensive approach prevents startup failures while still taking
advantage of GPU/MPS acceleration when available and force_cpu is
not explicitly set.
Changes:
- embeddings.py: Added try-except in initialize() and _reinitialize_model_sync()
- cross_encoder.py: Added try-except in initialize() and _reinitialize_model_sync()
* refactor: use get_config() for embeddings and reranker force_cpu
Changes create_embeddings_from_env() and create_cross_encoder_from_env()
to read configuration via get_config() instead of directly accessing
os.environ. This ensures consistency across the codebase and properly
respects the force_cpu configuration set by daemon mode.
Changes:
- embeddings.py: Use config.embeddings_local_model and config.embeddings_local_force_cpu
- cross_encoder.py: Use config.reranker_local_model and config.reranker_local_force_cpu
- Both: Use get_config() for provider, tei_url, and other config fields
- Note: Some fields not in config (like max_concurrent for local reranker) still read from os.environ
This fixes the issue where force_cpu was read inconsistently from environment
variables instead of using the centralized config system.
* test: clear config cache in test_create_from_env
Fixes test failure caused by cached config not picking up
environment variable changes in test. The test now calls
clear_config_cache() before and after patching os.environ
to ensure the factory function reads the test's env vars.
* refactor: add reranker_local_max_concurrent to config system
Adds reranker_local_max_concurrent to HindsightConfig dataclass
and removes the workaround in create_cross_encoder_from_env() that
was reading it directly from os.environ.
Changes:
- config.py: Add reranker_local_max_concurrent field to dataclass and from_env()
- main.py: Add reranker_local_max_concurrent to manual config constructor
- cross_encoder.py: Use config.reranker_local_max_concurrent instead of os.environ
This completes the refactoring to use the centralized config system
for all reranker configuration.
---------
Co-authored-by: Claude Sonnet 4.5 <noreply@anthropic.com>
* chore: cleanup benchmarks runner with old flags
* fix tests
* fix: observations rely on source_memory_ids, no link copying
Observations no longer copy any memory_links from their source facts.
Instead, retrieval uses source_memory_ids to traverse:
- Entity connections: observation → source_memory_ids → unit_entities
- Semantic similarity: observations have their own embeddings
- Temporal proximity: observations have their own temporal fields
This avoids data duplication and fixes bidirectionality issues with
entity links being copied to observations.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
* test: update consolidation test for source_memory_ids behavior
Updated test_consolidation_creates_memory_links to test_consolidation_uses_source_memory_ids
to reflect the new behavior where observations use source_memory_ids instead of memory_links
for traversal.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
---------
Co-authored-by: Claude Sonnet 4.5 <noreply@anthropic.com>
* fix: misc fixes for observations and mental models
* feat: improve graph retrieval for observations
- Update LinkExpansionRetriever to traverse through source_memory_ids
for observation entity connections (avoiding data duplication)
- Remove entity link copy from world facts to observations in consolidator
- Add tests for link expansion graph retrieval
- Add directives_applied field to ReflectResult
- Include user's other changes (CLI, docs, client updates)
* fix: CI test failures
- Add mental_model_id parameter to create_mental_model function
- Fix ToolCallTrace not including reason field from ToolCall
- Improve test_link_expansion_observation_graph_retrieval to wait for consolidation with retry
* chore: reduce link expansion log verbosity
* Revert "chore: reduce link expansion log verbosity"
This reverts commit 3ce759391cead1012157785fa78fef16ef9bfe3b.
* feat: add semantic/temporal/entity links as fallback in graph retrieval
- Add fallback query for semantic, temporal, and entity links from memory_links
- Check both directions (outgoing and incoming links)
- Weight fallback results at 0.5x to prioritize entity links via unit_entities
- Fixes graph retrieval returning 0 when data has cross-cluster temporal connections
* fix: enable observations fixture for link expansion test
- Add enable_observations fixture to ensure observations are created
- Increase wait time from 10 to 30 seconds for CI reliability
Background tasks (async retain, consolidation, reflections) fail in
multi-tenant deployments because the worker executes tasks without
setting the tenant schema context. This causes two failures:
1. The cancellation check in execute_task queries public.async_operations
instead of the tenant's schema, finds no row, and skips the task as
"cancelled" — even though it wasn't.
2. Even if that were fixed, _authenticate_tenant would throw
AuthenticationError because background tasks have no API key.
Changes:
- Poller passes task.schema into task_dict so execute_task can set it
- execute_task sets _current_schema before the cancellation check
- Task handlers use RequestContext(internal=True) to signal background ops
- _authenticate_tenant skips extension auth for internal requests when
schema is already set
- BrokerTaskBackend uses schema_getter for dynamic schema resolution
when submitting tasks and waiting for results
- Pass tenant_extension to WorkerPoller in create_app
The graph endpoint's table_rows response was missing three fields that
the control plane UI expects:
- tags: memory unit tags (shown in Tags column)
- created_at: creation timestamp (shown in Created column for mental models)
- proof_count: source memory count (shown in Sources column for mental models)
All three columns exist on the memory_units table but were not being
selected or included in the response.
Gemini requires the 'name' field in tool/function response messages,
while OpenAI infers it from tool_call_id. Without it, Gemini returns:
'function_response.name: Name cannot be empty'
Added 'name' field to both tool result messages in the reflect agent.
* chore: run benchmarks with reflect mode
* chore: run benchmarks with reflect mode
* fixes
* new mm
* bunch of fixes
* initial commit
* fixes
* fixes
* fixes
* fix: sometimes memories gets extracted in the wrong language
Remove device_map from model_kwargs as it conflicts with CrossEncoder's
internal .to(device) call. The low_cpu_mem_usage=False setting alone is
sufficient to prevent lazy loading (meta tensors).
* fix: prevent meta tensor issues when accelerate is installed without GPU
When accelerate is installed but no GPU is available, transformers can
incorrectly use lazy loading (meta tensors) which fails when
sentence-transformers tries to move the model to a device.
The fix checks hardware and installed packages to determine the right
loading strategy:
- GPU available: device=None, device_map=None (auto-detect GPU)
- No GPU + accelerate: device='cpu', device_map='cpu' (force CPU loading)
- No GPU + no accelerate: device='cpu', device_map=None (normal CPU)
🤖 Generated with [Claude Code](https://claude.com/claude-code)
* fix: add filelock for model initialization in parallel tests
When pytest-xdist runs multiple workers in parallel, they all try to
load models from the HuggingFace cache simultaneously, causing race
conditions and intermittent meta tensor errors.
Added filelock around embeddings and cross_encoder initialization in
conftest.py, similar to how pg0 database setup is serialized. Models
are now pre-initialized in the fixture before being passed to tests.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
* fix: add MPS support for macOS Apple Silicon
Extend GPU detection to include Apple MPS backend in addition to CUDA.
This ensures macOS users with Apple Silicon use MPS acceleration
instead of being incorrectly routed to the CPU fallback path.
