* 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.
* refactor: replace set_gemini_safety_settings() with LLMProvider.with_config()
Removes the fragile ContextVar-setter pattern where callers had to remember
to call set_gemini_safety_settings() at every operation entry point.
Instead, LLMProvider.with_config(resolved_config) returns a
ConfiguredLLMProvider wrapper that:
- injects per-bank settings (Gemini safety settings) on every call via
token-based ContextVar set/reset — properly scoped, no leakage
- proxies all attribute access to the underlying provider via __getattr__
- requires zero changes to LLMInterface or any provider implementations
Call sites (retain, reflect, consolidation) now pass
llm_config.with_config(resolved_config) to sub-components instead of
setting a global context var and hoping nothing else runs in between.
This pattern also composes naturally with a future per-bank provider
factory: callers always receive something with a .call() method.
* fix: pass messages/tools as kwargs in ConfiguredLLMProvider to preserve class-level patch compatibility
* fix(ts-sdk): send null instead of undefined when includeEntities is false
When `includeEntities: false` was passed, the client serialized `entities`
as `undefined`, which is stripped from JSON. The API then applied its
default (`EntityIncludeOptions()` — enabled), silently ignoring the flag.
Fix: send `null` explicitly when `includeEntities === false` so the API
correctly interprets it as "disable entities".
chunks and source_facts are unaffected since their API defaults are null
(disabled), so omitting them from JSON produces the correct behaviour.
Also adds integration tests covering all three states of includeEntities.
* fix(ts-sdk): use toBeFalsy for null entity check in test
Replace the multi-round-trip while-loop in step 5.5 of recall_async with a
single WHERE chunk_id = ANY($1) query covering all candidate chunk IDs.
Token-budget accounting happens in Python after the single fetch.
Measured on a 97K-unit / 98M-link bank (budget=HIGH, include_chunks,
include_entities):
p50: 1.209s → 0.611s (−49%)
mean: 1.534s → 0.772s (−50%)
p95: 3.366s → 2.316s (−31%)
Also update recall_perf.py benchmark to use Budget.HIGH, include_chunks,
include_entities, and a realistic mixed fact_type distribution.
Adds per-bank configurable safety settings for Gemini/Vertex AI:
- New `HINDSIGHT_API_LLM_GEMINI_SAFETY_SETTINGS` env var (JSON array)
- Hierarchical config field so banks can override via Config API
- ContextVar pattern for zero-signature-change per-request override
- All 6 thresholds supported: UNSPECIFIED, OFF, BLOCK_NONE, BLOCK_LOW_AND_ABOVE, BLOCK_MEDIUM_AND_ABOVE, BLOCK_ONLY_HIGH
- UI: Models > Gemini/Vertex AI section with per-category threshold selectors and link to Google docs
- Graceful handling when bank_config_api feature is disabled
- 12 new tests covering config parsing, GeminiLLM behaviour, and context var override
Replace ~73 console.log calls with a debug() helper that is silent by default.
Debug output is now controlled via plugin config param (debug: true) instead of
environment variables, making it easier for users to configure.
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
* 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>
* 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
* 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 Pydantic AI integration for persistent agent memory
Adds hindsight-pydantic-ai package providing Hindsight-backed memory
tools for Pydantic AI agents. Since Pydantic AI is async-native, tools
use the hindsight-client async API directly (no thread-pool compat layer).
- create_hindsight_tools(): factory returning retain/recall/reflect Tool instances
- memory_instructions(): auto-injects relevant memories via Agent instructions
- Global configure()/get_config()/reset_config() following existing integration pattern
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* doc: add README for Pydantic AI integration
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
* 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
* 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
* 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.
* 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.
* fix: resolve consolidation deadlock caused by zombie 'processing' tasks on retry
When a task failed and was rescheduled for retry, submit_task() only updated
task_payload without resetting status/worker_id/claimed_at. The task stayed
permanently in 'processing', blocking all future consolidation for that bank
via the NOT EXISTS guard in claim_batch().
Fix: remove the duplicate payload-based retry mechanism from execute_task().
Retryable failures now re-raise so the poller handles them via _retry_or_fail(),
which already correctly resets status='pending', worker_id=NULL, claimed_at=NULL
and uses the DB retry_count column as single source of truth.
Non-retryable tasks (file_convert_retain) continue to mark themselves failed
and return normally — no exception reaches the poller.
Tests: add regression tests for the retry path (status reset to pending) and
the max-retries exhaustion path (status set to failed).
* ci: re-trigger CI
* fix: zeroentropy rerank URL missing /v1 prefix and MCP routing tests
- Fix ZeroEntropy reranker URL: /models/rerank -> /v1/models/rerank (#453)
- Fix test_mcp_routing tests: update assertions to use submit_async_retain
instead of the non-existent async_processing=False/retain_batch_async pattern
* fix(openclaw): pass retainEveryNTurns through getPluginConfig and set it to 1 in tests
getPluginConfig was not forwarding retainEveryNTurns from the raw config,
so pluginConfig.retainEveryNTurns was always undefined (defaulting to 10).
The integration tests use retainEveryNTurns: 1 so retain fires every turn.
- Replace json.dumps(result) with result.model_dump_json() for Pydantic models to fix TypeError during consolidation
- Wrap record_llm_call tracing block in try/except so logging failures never propagate to retry handler
- Fix test_llm_provider.py to use _get_raw_config() for bank-configurable enable_observations field
* feat: add bank-scoped validation to engine methods and HTTP handlers
Add validate_bank_read/validate_bank_write hooks to all bank-scoped
engine methods so the operation validator can enforce per-bank API key
restrictions. Add OperationValidationError handling to HTTP handlers
and MCP tools to return proper 403 responses. Add allowed_bank_ids
field to RequestContext.
* Add OperationValidationError handling to mental model GET and DELETE endpoints
* 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
Adds @vectorize-io/hindsight-chat, a wrapper for the Vercel Chat SDK
that gives any chat bot (Slack, Discord, Teams, etc.) long-term memory
via Hindsight. Includes withHindsightChat() handler wrapper with
auto-recall, auto-retain, and memoriesAsSystemPrompt() formatting.
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
Instead of silently skipping HNSW index creation for embeddings > 2000
dimensions, raise a RuntimeError with an actionable message suggesting
pgvectorscale/DiskANN as an alternative.
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
PostgreSQLFileStorage was initialized once at startup with a static
schema value. Since get_current_schema() returns the default schema at
init time, multi-tenant requests always queried the wrong schema,
causing "relation file_storage does not exist" errors.
Replace static schema with schema_getter callable (same pattern used
by BrokerTaskBackend since #208) so the schema is resolved dynamically
per-request via contextvars.
The datetime.strptime() call can only raise ValueError on format
mismatch. Bare except catches KeyboardInterrupt and SystemExit,
which masks real errors.
Co-authored-by: haosenwang1018 <haosenwang1018@users.noreply.github.com>
DeepInfra rejects requests when encoding_format is null. LiteLLM sets
it to None by default, so we explicitly pass "float" — the only format
compatible with our list[list[float]] return type.
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
* 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
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>
* 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
The checkExternalApiHealth function didn't include the Bearer token
in its requests. When the Hindsight API requires authentication
(HINDSIGHT_API_TENANT_API_KEY), health checks would fail with 401/403,
preventing plugin initialization.
Pass apiToken to all checkExternalApiHealth call sites and include
the Authorization header when a token is configured.
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add reflect mode to LoComo benchmark and improve reflect agent
- Replace think mode with reflect mode in LoComo benchmark using reflect_async with Budget.HIGH
- Add --question-index CLI flag to run a single question by its index
- Track and display original question index in logs and visualizer
- Update visualizer to show reflect mode results
Reflect agent improvements:
- tool_recall: always fetch chunks (max_chunk_tokens=1000 min, non-optional)
- tool_search_observations: use include_source_facts=True instead of separate DB query
- Use model_dump() throughout to avoid manual error-prone dict conversion
- Enforce minimum 1000 tokens for max_tokens and max_chunk_tokens in _execute_tool
- Fix NoneType error when LLM passes null for mental_model_ids/observation_ids arrays
- Add non-conversational constraint to system prompt to prevent follow-up questions
- Fix recall_fn Callable type hint to include max_chunk_tokens parameter
- Fix main.py missing reranker_zeroentropy fields in HindsightConfig constructor
* fix: update tests for reflect tool API changes
- source_memory_ids -> source_fact_ids in test_search_observations (MemoryFact.model_dump() field name)
- Remove proof_count check (not in MemoryFact, was ObservationResult-specific)
- Remove max_results param from tool_recall call (no longer supported)
- Fix recall_result["count"] -> len(recall_result["memories"])
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.
