Commit graph

52 commits

Author SHA1 Message Date
Nicolò Boschi
30a319a6ab
feat: bank template import/export with Template Hub (#819)
* feat(api): add bank template import/export endpoints

Add POST /banks/{bank_id}/import and GET /banks/{bank_id}/export
endpoints for declarative bank setup via JSON manifests.

A template manifest (version 1) can include bank config overrides
and mental model definitions. Import creates or updates mental
models matched by id, applies config as per-bank overrides, and
returns async operation IDs for content generation.

Export dumps a bank's explicit overrides and mental models as a
manifest that can be re-imported into another bank.

Includes control plane UI: bank creation dialog now accepts an
optional template JSON to pre-configure the bank on creation.

* docs: add Template Gallery page and bank templates reference

- Template Gallery (/templates) with search, category filter, manifest
  preview modal with copy-to-clipboard
- 5 starter templates: Customer Support, Research Assistant, Personal
  Journal, Code Review Buddy, Meeting Notes
- Bank Templates API reference doc (developer/api/bank-templates)
- Sidebar entry under API section

* docs: add Template Gallery links to navbar and sidebar

- Top navbar: "Templates" link between Integrations and Changelog
- Sidebar: "Template Gallery" in Resources section

* fix(docs): remove emoji icons, autofocus search, fix placeholder in template gallery

* docs: rename to Bank Templates, move to Resources sidebar only

* docs: add Bank Templates to Resources navbar dropdown

* feat(api): add directives to bank template import/export

- Add BankTemplateDirective model with name, content, priority, is_active, tags
- Import creates/updates directives matched by name
- Export includes all directives (active and inactive)
- Validation: duplicate names rejected, empty name/content caught
- Tests: 24 tests covering directives create/update, existing vs new
  bank import, validation, export with directives, full round-trip

* docs: add directives to bank templates docs and sample templates

* feat(api): add JSON Schema endpoint for bank template validation

- GET /v1/default/bank-template-schema returns the JSON Schema
  auto-generated from the Pydantic BankTemplateManifest model
- Static schema file at docs/static/bank-template-schema.json
- Docs updated with schema endpoint, static file link, and
  validation examples (Python jsonschema, Node ajv-cli)

* feat(api): live schema validation on import, fix schema endpoint path

- Move schema endpoint to /v1/bank-template-schema (system-level, not per-bank)
- Import endpoint now accepts raw JSON and validates with Pydantic manually,
  returning clean 400 errors instead of raw 422s for all validation failures
- All validation (schema + semantic) returns consistent 400 with detailed messages

* docs: add interactive JSON Schema viewer to Bank Templates page

Renders the Pydantic-generated schema as a collapsible property tree
with types, required badges, defaults, and descriptions. The schema
is imported from the static bank-template-schema.json file.

* ui: add template toggle switch and browse link to bank creation dialog

- Replace always-visible textarea with a switch toggle ("Import from template")
- Textarea only shows when switch is on, keeping the dialog clean by default
- Add "Browse templates" link pointing to hindsight.vectorize.io/templates
- Reset template state when switch is toggled off or dialog is cancelled

* ui: add empty state with Add Document CTA to data view

When a bank has 0 memories, the data view (all tabs: constellation,
graph, table, timeline) shows a centered empty state with a CTA
button that opens the Add Document dialog.

* docs: replace templates with Conversation and Coding Agent

Remove generic placeholder templates. Add two practical templates
based on actual integration patterns:

- Conversation: for chat agents (LiteLLM, LangGraph, Pydantic AI,
  Vercel AI SDK). Tracks user preferences, open threads.
- Coding Agent: for Claude Code/Codex. Tracks technical decisions,
  project context, developer preferences. High literalism.

* docs: rename gallery to Bank Templates Hub, keep API doc as Bank Templates

* docs: register layout-template and file-json icons in navbar and sidebar

* docs: register layout-template icon in DefaultNavbarItem for dropdown items

* docs: show integration icons on template cards

Templates now have an optional `integrations` field referencing
integration IDs from integrations.json. Icons are resolved at render
time and shown in the card header next to the category badge.

* docs: add Personal Assistant template for OpenClaw, Hermes, NemoClaw

* feat: add Export Template to bank actions + map all integrations to templates

- Add "Export Template" to the bank Actions dropdown — exports config,
  mental models, and directives as JSON, copies to clipboard
- Add export API route and client method
- Map remaining integrations to templates: CrewAI, AG2, Agno, Strands,
  LlamaIndex, local-mcp, skills → Conversation; hindclaw → Personal Assistant

* feat: add --template flag to LoCoMo benchmark + remove schema from Hub

- LoCoMo benchmark accepts --template <path> to apply a bank template
  manifest (config, mental models, directives) before ingestion
- Template is applied per-bank in both single-phase and two-phase modes
- BenchmarkRunner.apply_template() reuses the same engine methods as
  the /import API endpoint
- Remove Manifest Schema section from Bank Templates Hub page
  (schema stays in the API reference doc)

* refactor: remove description field from bank template manifest

* docs: remove tags, fact_types, and directives from starter templates

* docs: remove reflect_mission and disposition fields from starter templates

* build: validate template manifests against JSON Schema during docs build

* cleanup: remove unused JsonSchemaViewer component

* docs: remove retain_extraction_mode from starter templates

* ui: enable word wrap in template manifest preview

* docs: add link to Bank Templates reference doc from Hub page

* docs: convert bank templates doc to mdx with multi-language code snippets

- Convert bank-templates.md to .mdx with Tabs/CodeSnippet components
- Add example files: bank-templates.py, .mjs, .sh, .go with doc markers
- Examples cover import, dry-run, export, round-trip, and schema
- Regenerate OpenAPI spec and all client SDKs (Python, TS, Rust, Go)

* fix: migration revision collision + use typed models in benchmark template

- Rename merge migration d6e7f8a9b0c1 -> d6e7f8a9b0c2 to resolve
  revision ID collision with case_insensitive_entities_trgm_index
- Update a4b5c6d7e8f9 down_revision to point to the renamed migration
- Fix f-string lint in case_insensitive migration
- BenchmarkRunner.apply_template() now validates manifest through
  BankTemplateManifest Pydantic model instead of raw dict access
- Remove redundant inline imports (json, Path already at module top)

* fix(docs): add missing Go tab to dry-run code snippet

* ci: retrigger

* fix: sync skills openapi.json + fix bankId null type error in export

- Copy updated openapi.json to skills/hindsight-docs/references/
- Add null guard for bankId in Export Template onClick handler

* fix: sync generated files (memory_engine formatting, docs skill references)

* cleanup: remove obsolete migration collision workaround
2026-04-02 12:21:53 +02:00
Nicolò Boschi
8d1bfbbd2b
feat: add detail parameter to list/get mental models (#846)
* feat: add detail parameter to list/get mental models (#825)

Add a `detail` query parameter (metadata|content|full) to both list and get
mental model endpoints (HTTP + MCP) to control response size. This reduces
payload for agent boot flows and MCP clients where context budget is limited.

Closes #825

* fix: update Rust CLI for optional mental model fields

The generated Rust client now has content/source_query as Option<String>
after the detail parameter was added. Update CLI code to handle optionals.
2026-04-02 11:52:45 +02:00
Nicolò Boschi
80b1badf74
feat(docs): Integrations Hub + unified page hero (#620)
* fix(security): address all Dependabot vulnerability alerts

Python (uv.lock, pyproject.toml):
- authlib 1.6.6 → 1.6.9 (JWS header injection, OIDC hash binding, Bleichenbacher padding oracle)
- pyasn1 0.6.2 → 0.6.3 (unbounded recursion DoS)
- pyjwt 2.10.1 → 2.12.1 (unknown crit header extensions - also in integration-tests and crewai)
- orjson 3.11.4 → 3.11.7 (deeply nested JSON recursion DoS)
- tornado 6.5.2 → 6.5.5 (multipart DoS, incomplete cookie validation)

npm (package.json, package-lock.json):
- next ^16.1.6 → ^16.1.7 (HTTP smuggling, CSRF bypass, cache DoS, null origin bypass)
- fast-xml-parser override updated to >=5.5.6 (numeric entity expansion bypass)
- undici override added >=7.24.0 (WebSocket overflow, smuggling, CRLF injection, DoS)
- flatted override added >=3.4.0 (unbounded recursion DoS)
- svgo override added >=3.3.3 (DOCTYPE entity expansion DoS)
- dompurify override added >=3.3.2 (XSS vulnerability)

* feat(docs): add Integrations Hub and unified page hero

- Add /integrations page with search, type filter, and card grid
- Integrations defined in a single JSON file (src/data/integrations.json)
  supporting official and community entries with icon, author, and link
- Scrolling integrations banner moved from global navbar to /integrations only
- Remove IntegrationsGrid component; replace all usages with link to hub
- Add PageHero component with full-bleed gradient background, shared across
  Cookbook, FAQ, Best Practices, Changelog, and Blog index pages
- Remove FAQ from top navbar (already in Resources dropdown)
- Move integration changelogs table to bottom of changelog page
2026-03-19 20:29:55 +01:00
Nicolò Boschi
a56cd044e5
feat: 4-tab code parity across all documentation examples (#613)
* feat: independent versioning for integrations

- Add per-integration changelog pages at /changelog/integrations/<name>
- Move main changelog to changelog/index.md (URL unchanged)
- Add --integration flag to generate-changelog for LLM-based per-integration changelog generation
- Add scripts/release-integration.sh <name> <version> for cutting integration releases
- Add .github/workflows/release-integration.yml to publish on integrations/** tags
- Remove integrations from main release.sh and release.yml cycle

* fix: add agno and hermes integration docs to version-0.4 for production build

* chore: apply ruff formatting to generate_changelog.py

* feat: add 4-tab code parity across all documentation examples

Every code snippet Tabs block now has Python, Node.js, CLI, and Go variants.
Raw HTTP/curl tabs replaced with proper SDK calls.

New example files:
- Go: retain.go, recall.go, reflect.go, memory-banks.go, directives.go,
  mental-models.go, documents.go, main-methods.go
- Shell: memory-banks.sh, directives.sh, mental-models.sh
- Node.js: mental-models.mjs

Extended example files with missing sections:
- recall.mjs/sh: world/experience/observation types, token-budget, all tag modes
- reflect.sh: reflect-with-params, reflect-disposition, reflect-sources, reflect-with-tags
- reflect.mjs: reflect-with-tags, fixed reflect-sources API usage
- retain.mjs/sh: retain-conversation, retain-batch, retain-files-batch

SDK/CLI additions:
- TypeScript: getMentalModelHistory method
- CLI recall: --tags, --tags-match flags
- CLI reflect: --tags, --tags-match, --include-facts flags
- CLI directive update: --is-active flag
- CLI bank set-config: --retain-mission, --retain-extraction-mode,
  --observations-mission, --reflect-mission, --disposition-* flags

Build validation:
- scripts/check-code-parity.mjs validates 4-tab parity across all MDX files
- Integrated into npm run build — fails if any Tabs block is missing a variant

* fix: fix doc examples for Go, Node.js, CLI + add mental model with-id examples

- Fix Go Budget constants: BUDGET_HIGH/LOW/MID → HIGH/LOW/MID
- Fix Go documents.go: ListDocuments returns []map[string]interface{}, use map access
- Fix Go retain.go: use correct relative path for sample.pdf
- Fix Node.js createMentalModel: use positional args (name, sourceQuery) not object
- Add CLI 'history' subcommand for mental models (api.rs, main.rs, mental_model.rs)
- Rebuild TypeScript/Python clients to support id param in createMentalModel
- Add create-mental-model-with-id examples across all 4 languages and docs

* fix: move id param to end of create_mental_model signature for backwards compat
2026-03-19 11:31:51 +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
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
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
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
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
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
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
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
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
9aaa78b9a6 fix: doc build 2026-02-26 18:01:56 +01:00
Nicolò Boschi
b813bd2728 doc: fix build 2026-02-25 16:58:06 +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
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
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
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
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
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
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
90e370ef35
fix: misc fixes for observations and mental models (#209)
* 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
2026-01-27 15:37:57 +01:00
Nicolò Boschi
5b52a84fff
chore: internal renames (#204)
This commit renames the terminology across the entire codebase:
- "mental models" (fact_type='mental_model' in memory_units) → "observations"
- "reflections" table (stored reflect responses) → "mental_models"

Changes include:
- Database migration to rename tables, indexes, and constraints
- API endpoints: /reflections → /mental-models, /mental-models → /observations
- Config: ENABLE_MENTAL_MODELS → ENABLE_OBSERVATIONS
- Response models and Pydantic classes
- Reflect agent tools and prompts
- Control plane UI and routes
- Documentation and examples
- Regenerated OpenAPI spec and client SDKs (Python, TypeScript)
- Rust CLI: reflection commands → mental-model commands
- LiteLLM: updated fact_types documentation
2026-01-27 09:53:28 +01:00
Nicolò Boschi
522b71aab8
doc: mental models (#199)
* doc: mental models

* doc: mental models
2026-01-26 14:27:08 +01:00
Nicolò Boschi
16b85a4faa
chore: drop unused access_count column (#178) 2026-01-20 10:36:02 +01:00
Nicolò Boschi
4476a10aa3
doc: refinement for 0.3.0 new features (#159)
* doc: refinement for 0.3.0 new features

* fix

* fix

* fixes
2026-01-16 11:16:52 +01:00
Nicolò Boschi
1dacd0e904
feat: add operation_id to retain response (#129) 2026-01-08 17:41:51 +01:00
Alexander Pinsker
29a542dc23
feat: Add per-request LLM token usage metrics (#117)
* feat: Record LLM token metrics via Prometheus

Wire up the existing token metrics infrastructure to actually record
token usage from LLM calls. The MetricsCollector already had
record_tokens() method and Prometheus counters (hindsight.tokens.input,
hindsight.tokens.output), but they were never being populated.

Changes:
- Import get_metrics_collector in llm_wrapper.py
- Call record_tokens() after successful LLM calls for:
  - OpenAI/Groq (using response.usage.prompt_tokens, completion_tokens)
  - Anthropic (using response.usage.input_tokens, output_tokens)
  - Gemini (using response.usage_metadata.prompt_token_count, candidates_token_count)
- Add test file to verify token metrics are recorded

Note: Ollama's native API doesn't return token usage, so metrics
are not recorded for that provider.

The token metrics will now be available via /metrics endpoint:
- hindsight_tokens_input_total
- hindsight_tokens_output_total

* feat: add per-request token usage tracking to retain and reflect endpoints

- Add TokenUsage model with input_tokens, output_tokens, total_tokens
- Return usage metrics in retain response (sync operations only)
- Return usage metrics in reflect response
- Update Python, TypeScript, and Rust clients
- Add API documentation for usage fields
- Add changelog entry
2026-01-08 10:36:58 +01:00
Nicolò Boschi
d49e8201b4
feat: add max_tokens and structured output to /reflect (#74)
* feat: add structured output to /reflect

* feat: add structured output to /reflect

* imrpove

* add max_toksn

* fix rust client

* fix rust client

* fix rust client

* try fix

* try fix

* no stricts
2026-01-01 17:09:39 +01:00
Nicolò Boschi
e06a6120a3
feat(misc): update clients types, test coverage, improve /health endpoint and add changelog (#70)
* doc: changelog and delete doc info

* others

* others

* fixes

* fixes
2025-12-23 12:49:31 +01:00
DK09876
d405b4feed
ci: finalize test for the documentation code (#57)
* Fix main-methods.py: entities is a dict, use .items() and .canonical_name

* Migrate docs to use CodeSnippet components

- Convert quickstart.md, retain.md, recall.md, reflect.md, memory-banks.md to .mdx
- Use CodeSnippet to pull code from validated example scripts
- Add missing 'name' parameter to create_bank calls
- Fix main-methods.py entities iteration (dict not list)
- Remove retain-new.mdx demo file

* Migrate existing docs to match testing pattern with code snippet and add CLI tests to the CI

* Fix doc-id issue + add main-method tests

* CLI fixes

* Update openAPI json

* Fix rust build issues

* increase sleep time for Hindsight to process the document

* Added a polling sleep instead of fixed

* Delete immediately fails, so create the doc a earlier in the test to get the doc ready

* Add debug logs

* Remove debug logs
2025-12-19 12:17:59 -07:00
DK09876
8ecb5d3a0c
Add documentation code validation system (#43)
* Add documentation code validation system

- Create runnable example scripts in examples/api/ (19 files)
- Add CodeSnippet component for extracting marked sections
- Add raw-loader dependency for importing source files
- Create sample retain-new.mdx showing new approach
- Add README documenting coverage and gaps

* Fix wheel glob expansion in test-doc-examples CI job

* Fix CI issue

* Fix wheel path - uv build outputs to repo root dist/

* Fix: use explicit shell expansion for wheel install

* Fix: run cd in subshell so install runs from repo root

* Add documentation code validation CI job

- Use uv sync + uv run pattern (matches existing CI)
- Add requests to test dependencies for cleanup scripts

* Fix async API client usage in documents.py example

* Fix main-methods.py: RecallResult and ReflectFact don't have weight attribute

* Fix opinions.py: use actual API attributes instead of non-existent ones

* Fix example scripts: remove non-existent API attributes

- recall.py: remove .weight, fix entities iteration (dict not list)
- retain.mjs: remove result.async check
2025-12-18 10:21:38 +01:00
Nicolò Boschi
47be07f97f
bump pg0 0.11.x and improve documentation (#33)
* bump pg0 0.11.x and improve documentation

* bump pg0 0.11.x and improve documentation

* bump pg0 0.11.x and improve documentation

* ci: test notebooks on ci

* ci: test notebooks on ci

* rm llms-full from repo

* formatting

* formatting
2025-12-16 13:33:01 +01:00
Nicolò Boschi
99db7b26c3 fix docs on clients 2025-12-11 14:23:56 +01:00
Nicolò Boschi
fa554b8980 brandind and misc fixes 2025-12-11 12:46:48 +01:00
Nicolò Boschi
94665b2111 improve docs 2025-12-10 16:47:41 +01:00
Nicolò Boschi
f42476bf94
fix: make sure openai provider works + docs updates (#23)
* fix: make sure openai provider works

* fix: make sure openai provider works

* fix
2025-12-10 16:10:10 +01:00
Nicolò Boschi
c41490085a fix node build 2025-12-05 01:21:30 +01:00
Nicolò Boschi
06b956a553 new names 2025-12-04 21:34:05 +01:00
Nicolò Boschi
425c6f3fc9 rename bank facts to interactions 2025-12-04 17:15:12 +01:00
Nicolò Boschi
6073ac4ffd docs, packages and quick start 2025-12-04 12:49:01 +01:00
Nicolò Boschi
58592d4abc
fix docker cp image build on ci (#10)
* fix docker cp image build on ci

* fix docker

* fix docker again
2025-12-03 21:10:46 +01:00
Nicolò Boschi
09fbcc2020 prepare for release 2025-12-03 11:52:25 +01:00
Nicolò Boschi
3e72984cd2 chunks 2025-11-29 16:34:13 +01:00