Commit graph

14 commits

Author SHA1 Message Date
Nicolò Boschi
3c633e5e16
feat: add retain update_mode='append' for document content concatenation (#932)
* feat: add update_mode='append' for retain to concatenate content to existing documents

When retaining with update_mode='append' and a document_id that already exists,
the new content is appended to the existing document text and the full document
is reprocessed. Delta retain automatically skips unchanged chunks, so only the
new content triggers LLM extraction.

- Add update_mode field to MemoryItem (API), RetainContentDict (internal), MCP tools
- Validate that update_mode='append' requires a document_id
- Fetch existing document content and prepend before processing in orchestrator
- Update Python, TypeScript, Go generated clients and top-level client wrappers
- Add tests for append, multiple appends, no-existing-doc, validation, and default replace

* fix: add update_mode field to Rust CLI and client MemoryItem initializers

* chore: regenerate docs skill references for update_mode
2026-04-08 14:39:16 +02:00
Nicolò Boschi
7e23f8e149
fix(config): validate entity_labels structure on PATCH (#902)
* test: add regression tests for #874 and #894

Add tests for None event_date in fact extraction (AttributeError fix)
and for _register_profile skipping .env overwrite with short config keys.

* fix(config): validate entity_labels structure on PATCH (#891)

Config PATCH accepted bare strings in entity_labels values without
validation, causing silent failures at retain time. Now validates
via parse_entity_labels() before writing to DB, and fixes the
BankTemplateConfig type from list[str] to list[dict[str, Any]].

* fix(scripts): handle Python client generator README crash gracefully

The openapi-generator sometimes crashes writing README_onlypackage.mustache.
Allow the failure with || true since all API/model files are generated
before that step, and add a verification check for api_client.py.

* chore: regenerate docs skill openapi.json
2026-04-07 11:58:02 +02:00
Nicolò Boschi
7990381f6a
fix(ci): resolve all CI failures (#847)
* fix(ci): resolve all CI failures — unversioned integrations, test retries

- Move integration docs to separate unversioned docs plugin (docs-integrations/)
  so new integrations don't need to be duplicated across versioned_docs
- Remove integration pages from versioned_docs (v0.3, v0.4) — sidebar
  entries now use links instead of doc refs
- Add missing title/description SEO frontmatter to autogen.md
- Add retry logic (2 attempts) to test-doc-examples.sh for transient
  LLM timeouts
- Add pytest-rerunfailures to test-api with --reruns 2 for flaky
  Gemini-dependent integration tests

* ci: retrigger

* fix: graph entity inheritance, SyncTaskBackend error propagation, fact_type test regressions

- Fix observation entity inheritance in get_graph_data: the unit_entities
  query only fetched entities for visible observation IDs, not their source
  memory IDs, so the inheritance loop always found an empty entity_map
- Remove error swallowing in SyncTaskBackend._execute_task so test failures
  surface instead of being silently logged
- Wrap remaining consolidation submission call sites with try/except since
  consolidation is non-critical for those operations
- Fix test_sync_backend test to expect errors to propagate
- Remove fact_type=["world"] filter from test_document_upsert_behavior and
  test_mentioned_at_from_context_string (same PR #848 regression)
- Remove flaky marker from consolidation test (now deterministic)
2026-04-02 17:17:42 +02:00
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
Derek Bouius
ee4510a762
fix(deps): address critical and high severity security vulnerabilities (#827)
* fix(deps): address critical and high severity security vulnerabilities

Bump vulnerable dependencies to patched versions across the monorepo:

Python (critical/high):
- fastmcp >=2.14.0 → >=3.2.0 (SSRF, path traversal, OAuth confused deputy, command injection)
- langchain-core >=1.2.11 → >=1.2.22 (path traversal in legacy load_prompt)

Python (low):
- cryptography >=46.0.5 → >=46.0.6 (incomplete DNS name constraint enforcement)
- pygments: add >=2.20.0 pin (ReDoS via GUID regex)

Node.js:
- serialize-javascript ^7.0.3 → ^7.0.5 (CPU exhaustion DoS)
- handlebars: add >=4.7.9 override (JS injection via AST type confusion)
- path-to-regexp: add >=0.1.13 override (ReDoS via route params)
- brace-expansion: add version range override (process hang/memory exhaustion)

Also adds type: ignore comments for FastMCP 2.x private attribute access that
ty now flags since FastMCP 3.x removed _tool_manager (guarded by try/except
and hasattr at runtime).

Regenerated all lock files across API, integrations, and tests.

* fix(deps): add ajv v8 scoped overrides for schema-utils and ajv-keywords

The global ajv ^6.14.0 override caused schema-utils and ajv-keywords to
receive ajv v6, but they require ajv v8 (for dist/compile/codegen). Add
scoped overrides to ensure these packages get ajv v8 while the global
override remains for packages that need v6.

* fix(tests): remove stateless_http from FastMCP() constructor calls

FastMCP 3.x no longer accepts stateless_http in the constructor. The
tests call tools directly without HTTP transport, so the parameter is
not needed.

* fix: update MCP tests for FastMCP 3.x _tool_manager removal

FastMCP 3.x removed _tool_manager. Tests now use
_local_provider._components for sync tool dict access and
mcp.list_tools() for async filtered tool listing.

* fix: resolve docusaurus build failures (ajv overrides + missing blog date)

- Remove global ajv ^6.14.0 override and scoped ajv-keywords/schema-utils
  overrides that caused webpack compilation errors manifesting as
  "Cannot read properties of undefined (reading 'date')" during SSR
  and "these parameters are deprecated" warnings. Natural version
  resolution (v6.12.6+ for v6 consumers, v8+ for v8 consumers) already
  satisfies the security fix (>= 6.12.3).
- Add missing date frontmatter to learning-capabilities blog post.

* chore: regenerate openapi spec and docs skill
2026-04-01 09:20:34 +02:00
Nicolò Boschi
2c32ffadc9
fix(mental-models): add tags_match and tag_groups to trigger config (#786) (#804)
When a mental model has tags, refresh_mental_model hardcoded
tags_match="all_strict", causing empty results when most memories
are untagged. Add configurable tags_match and tag_groups fields
to MentalModelTrigger so users can control refresh filtering.

- Add tags_match (any/all/any_strict/all_strict) to override default
- Add tag_groups for compound boolean tag expressions during refresh
- Default behavior unchanged (all_strict when tags present)
- Update both refresh paths (task-based and direct)
- Add UI controls in Create/Update mental model dialogs
- Regenerate OpenAPI spec and client SDKs
2026-03-31 18:09:01 +02:00
Nicolò Boschi
baf5447de2
refactor: replace LLMProvider classmethods with from_env() and document missing config fields (#816)
CI failures are unrelated to this PR:
- test_mental_models_dimension_change_empty_table: database OID error (infrastructure flake)
- test_reflect_searches_mental_models_when_available: LLM-dependent assertion (flaky)
2026-03-31 18:00:41 +02:00
Nicolò Boschi
7a9e99998a
docs: 0.4.21 release blog post and changelog (#765)
* docs: 0.4.21 release blog post and changelog

* fix(blog): align 0.4.21 code snippets with docs, add release image

* chore: regenerate docs skill references
2026-03-30 15:28:27 +02:00
Nicolò Boschi
a8a63818c7
feat(api): add duration_ms to audit log entries (#758)
* feat(api): add duration_ms to audit log entries

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

Closes #749

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

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

Closes #749

* chore: regenerate docs skill after audit log response models
2026-03-30 12:32:02 +02:00
Nicolò Boschi
083295dc6f
feat: add audit log for feature usage tracking (#717)
* feat: add audit log for feature usage tracking

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

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

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

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

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

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

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

* fix: correct merge migration to merge actual 2 heads

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

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

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

* chore: regenerate OpenAPI spec with audit log endpoints

* chore: regenerate TypeScript client and docs skill OpenAPI spec

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

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

Adds generated audit log API clients for Python (audit_api.py),
Go (api_audit.go), and TypeScript client type updates.
2026-03-27 09:52:03 +01:00
Nicolò Boschi
349c112c61
docs: add supported platforms and Windows installation guide (#700)
* docs: add supported platforms section and Windows installation guide

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

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

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

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

* docs: update Windows section — pg0 now supports Windows

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

* chore: sync generated docs skill and openapi references
2026-03-26 12:01:30 +01:00
Nicolò Boschi
f0f0d554f2
security: exclude litellm 1.82.8 (supply chain compromise) (#673)
* security: exclude litellm 1.82.8 (supply chain compromise)

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

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

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

* chore: regenerate uv.lock and openapi spec

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

* chore: fix ruff formatting in generate_changelog.py
2026-03-25 10:21:02 +01:00
Nicolò Boschi
ea662d062e
feat: fact_types and mental model exclusion filters for reflect (#615)
* feat: add fact_types and mental model exclusion filters to reflect and mental models

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

* fix: add spacing between Fact Types label and pills, rename to Exclude all mental models
2026-03-19 17:03:41 +01:00
Nicolò Boschi
a706905653
feat(skill): validate links, strip images, include openapi.json and changelog (#614)
* feat(skill): validate links, strip images, include openapi.json and changelog

- Add post-processing step to rewrite Docusaurus site-root paths (e.g.
  /developer/foo) to proper relative .md paths within the skill
- Strip markdown and HTML images from all generated files since assets
  are not bundled with the skill
- Copy hindsight-docs/static/openapi.json into references/openapi.json
  and map /api-reference links to it
- Include changelog.md from src/pages/ alongside faq and best-practices
- Add final validation step that fails the build if any link still
  points outside the skill directory

* ci: run generate-docs-skill in verify-generated-files job

* fix(skill): strip unresolvable site-root links instead of leaving them broken

* fix(skill): write file when images stripped but no links rewritten

* chore(skill): regenerate with fixed links, stripped images, changelog and openapi

* fix(skill): handle changelog as directory, add agno/hermes integrations, rebase on main
2026-03-19 12:32:33 +01:00