Commit graph

58 commits

Author SHA1 Message Date
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
Derek Bouius
0ad8c2d09c
fix: refresh bank list when dropdown is opened (#504)
Previously, the bank selector dropdown only loaded banks on initial page
load, requiring a full page refresh to see newly created banks. Now calls
loadBanks() each time the popover opens.
2026-03-05 23:14:54 +01:00
Derek Bouius
1e40cd22a6
fix: truncate long bank names in selector dropdown (#505)
Long bank names overflowed the fixed-width selector button. Wraps the
label text in a truncate span so it ellipsizes gracefully.
2026-03-05 23:14:36 +01:00
Nicolò Boschi
aa8e5475c4
fix: replace additive combined scoring with multiplicative CE boosts (#494) 2026-03-05 11:12:28 +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
73ef99e7b1
feat: add configurable Gemini/Vertex AI safety settings (#473)
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
2026-03-03 13:48:29 +01:00
Nicolò Boschi
9b96becc5c
feat: entity labels — optional, free_values, multi_value, UI polish (#450)
* feat: entity labels

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

Completes the entity labels system:

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

* style: ruff format migration file

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

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

* style: ruff format agent.py

* fix(docs): update Go quickstart example to use NullableTimestamp for timestamp field
2026-03-02 13:05:25 +01:00
Nicolò Boschi
eaeaa1f24d
fix(control-plane): observations count always showing 0 due to wrong field name (#464)
The BankStats interface used total_mental_models but the API returns
total_observations, causing the Observations card to always display 0.
2026-03-02 11:20:19 +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
4b328a9cb3
feat: configure exposed mcp tools per bank (#439)
* feat: configure exposed mcp tools per bank

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

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

* docs: use CodeSnippet for tags_match examples in recall.mdx
2026-02-25 10:31:40 +01:00
Nicolò Boschi
ac9a94ade3
fix: handle observations regeneration when memories get deleted (#429)
* fix: handle observations regeneration when memories get deleted

* feat: add clear_memory_observations endpoint and regenerate clients

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

* refactor: use dedicated response model for clear_memory_observations, remove code example from docs
2026-02-24 13:26:33 +01:00
Nicolò Boschi
2a32273226
feat: increase customization for reflect, retain and consolidation (#419) 2026-02-23 20:35:32 +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
40d42c58aa
feat: support Batch API for retain (openai/groq) (#365)
* feat: support Batch API for retain (openai/groq)

* api

* stop batch api if sync

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

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

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

* fix: improve async batch retain with large payloads

* api

* api

* api

* api

* api

* Clean up perf benchmark: keep only Python files

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

* docs: explain automatic batch optimization for async retain

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

* docs: remove emojis and code example from performance page

* fix: correct OperationDetails type to match API response

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

* fix: use discriminated union for OperationDetails type

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

* fix: use unique document_ids in batch retain examples

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

* chore: trigger CI

* fix: test mocking and duplicate document_ids in examples

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

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

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

* ci: collect all doc example failures and show summary

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

* refactor: extract doc example testing to standalone script

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

* fix: doc examples - duplicate document_ids and error handling

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

* fix: update tests for duplicate document_id validation

- test_async_retain_tags: verify operation structure instead of exact UUID
- test_delete_bank: use unique document_ids (team-doc-1, team-doc-2)
2026-02-16 12:51:42 +01:00
Nicolò Boschi
8d731f2e5f
feat: implement hierarchical configuration (system, tenant, bank) (#329)
* feat: implement hierarchical configuration (system, tenant, bank)

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

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

* feat: add ENABLE_BANK_CONFIG_API flag (disabled by default)

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

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

* docs: add hierarchical configuration section

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

* refactor: remove LLM client pool and simplify config resolver

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

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

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

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

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

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

All 39 previously failing tests now pass.

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

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

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

All tests should now pass.

* fix: add missing config parameter to test_skip_podcast_meta_commentary

One more test was missing the config parameter for extract_facts_from_text().
2026-02-12 13:14:57 +01:00
Nicolò Boschi
a3a9d7b37d
doc: prepare doc for 0.4.10 (#325)
* doc: prepare doc for 0.4.10

* fixe

* ci
2026-02-09 11:42:37 +01:00
Nicolò Boschi
c4ef090a20
feat: support markdown in reflect and mental models (#307)
* feat: support markdown in reflect and mental models

* chore: regenerate clients and OpenAPI spec with markdown field descriptions
2026-02-06 10:49:13 +01:00
Nicolò Boschi
278718dd84
fix: tagged directives should be applied to tagged mental models (#303)
* 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.
2026-02-05 13:22:56 +01:00
Nicolò Boschi
7e339e1677
feat: ai sdk integration (#299)
* 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.
2026-02-04 20:25:59 +01:00
Nicolò Boschi
7097716204
feat: improve mental models ux on control plane (#297)
* feat: improve mental models ux on control plane

* feat: improve mental models ux on control plane

* gen

* feat(cli): add --id flag to mental model create command

* fix(cli): revert unused variable underscore prefix that breaks compilation

The underscore prefix on stdout/stderr variables was added to suppress
warnings, but these variables are actually used in assert messages,
causing compilation errors. Reverting to original names.
2026-02-04 15:49:03 +01:00
Nicolò Boschi
ab5e31f203
chore: remove dead code (#245)
* chore: remove dead code

* chore: remove extract_opinions from test and regenerate openapi

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

* chore: update generated files and apply formatting

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

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

The dead code removal eliminated support for the 'opinion' fact type,
but existing clients may still pass it. Instead of rejecting it with
a ValueError, silently filter it out before validation to maintain
backward compatibility.
2026-01-30 09:16:32 +01:00
Nicolò Boschi
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
5832b907c6
fix(ui): reflections based on don't show up all contents (#203) 2026-01-26 18:43:47 +01:00
Nicolò Boschi
8e39cb7bc8
fix: improve mental model consolidation (#197)
* fix: improve mental model consolidation

* fix skill names

* fixes

* fix: add missing list_tenants to test mocks and update CLI for async refresh
2026-01-26 09:54:25 +01:00
Nicolò Boschi
9db64ecda3
feat: revisit mental models, directives and reflections (#179)
* 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
2026-01-22 17:13:16 +01:00
Nicolò Boschi
63a65d0723
feat: improve mental model refresh and add directives (#166)
* feat: improve mental model refresh and add directives

* feat: improve mental model refresh and add directives

* tags

* ui

* fix

* fix

* update

* update
2026-01-19 11:38:35 +01:00
Nicolò Boschi
4f2833873c
feat: introduce mental models (#132)
* mental models

* DRAFT: refactor entity observations

* fix db patch

* agentic

* agentic

* reflect agent

* new style

* more

* fix ci

* fix

* fix
2026-01-16 11:16:41 +01:00
Nicolò Boschi
20c8f8b06a
feat: add memory tags (#152)
* feat: add memory tags

* feat: add memory tags

* support tags

* support tags
2026-01-13 18:28:40 +01:00
Nicolò Boschi
26bf5714cd
fix: entities list only show 100 entities (#142)
* fix: entities list only show 100 entities

* fix: update Rust CLI for entities pagination API changes
2026-01-12 18:50:53 +01:00
Derek Bouius
4b82d2d7ec
feat: delete memory bank (#127)
* expose the delete API

* add deleteBank

* Add a button and confirmation dialog to delete a memory bank

* commit lint changes

* add CI test for delete bank

* revert alembic lint changes due to version differences

* revert alembic lint changes

* fix the delete bank test

* account for ruff lint third party alembic
2026-01-08 17:41:42 +01:00
Nicolò Boschi
67c1a4295f
fix: ui shows only 1000 memories (#121)
* fix: ui shows only 1000 memories

* fix: ui shows only 1000 memories
2026-01-08 11:22:10 +01:00
Chris Latimer
1a620697b1
Feature/graph viz (#85)
* Improve graph visualization on the UI

* Fix double animation when loading the graph visualization

* Fix typescript issues

* CI test changes for temporal scenarios

* Fix typescript errors

* Fix animation issue on opinions and experiences
2026-01-02 16:27:29 +01:00
Nicolò Boschi
f7ff32d49d
feat: delete document from ui (#71)
* feat: delete document from ui

* feat: delete document from ui
2025-12-23 13:54:06 +01:00
Nicolò Boschi
234d426499
fix(ui): timestamp is not considered in retain (#68) 2025-12-22 22:27:31 +01:00
Nicolò Boschi
b52eb905ad
fix: docker image build and startup (#46)
* ci: add docker smoke test to ci

* fix alpine version

* fix

* fix space

* fix space

* comment out

* docker fixes

* docker fixes

* docker fixes

* docker fixes

* docker fixes
2025-12-18 11:59:25 +01:00
Nicolò Boschi
9394cf92f2
fix: doc build and lint files (#34)
* fix doc build

* fix doc build
2025-12-16 13:49:09 +01:00
DK09876
dfccbf29f1
Added hindsight_liteLLM implementation (#17)
* Added hindsight_liteLLM implementation

* Add instructions for entity vs bank id

* Add another line about entity

* Address PR review comments and enhance litellm integration

- Remove deprecated limit parameter from recall() and arecall() functions
  since Hindsight uses budget/max_tokens for result control
- Remove dead MODEL_MAX_OUTPUT_TOKENS dict and max_output_tokens property
  from LLMProvider (superseded by hardcoded max_completion_tokens)
- Add test-litellm-integration job to CI workflow
- Add reflect API support with use_reflect config option
- Add verbose mode debug info via get_last_injection_debug()
- Add entity_id support for multi-user memory isolation
- Add retain() and reflect() wrapper functions
- Update docstrings and examples

🤖 Generated with [Claude Code](https://claude.com/claude-code)

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

* Make max_memories optional to allow unlimited memory injection

- Change max_memories default from 10 to None (no limit)
- When max_memories is None, all results from the API are used
- Fix recall result handling to properly detect list vs object return
- Update wrappers (OpenAI, Anthropic) with same optional behavior

This allows users to control memory limits via max_memory_tokens
and recall_budget without an artificial count limit.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

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

* Remove entity_id from hindsight_litellm; add gpt-4o token cap

Multi-user support now uses separate bank_ids per user instead of
entity_id scoping (e.g., bank_id=f"user-{user_id}"). This simplifies
the API and aligns with the Hindsight architecture.

Also fixes max_completion_tokens error for gpt-4o models by capping
the value at 16384 (gpt-4o's limit) instead of sending the default
65000 which exceeds the model's supported maximum.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

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

* Fix dark mode styling across Control Plane UI components

Improvements to ensure proper text visibility and contrast in both light
and dark modes:

- Add global CSS rules for datetime-local calendar picker icon visibility
  using filter: invert() for both light (0.5) and dark (1) modes
- Fix text colors in dialog components to use theme-aware foreground colors
- Update memory detail panel, document/chunk modals, and data views to use
  proper dark mode text classes (text-foreground, text-card-foreground)
- Fix form labels, headings, and content text in bank selector dialogs
- Update entities view and documents view table styling for dark mode
- Bump package versions to 0.1.4

🤖 Generated with [Claude Code](https://claude.com/claude-code)

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

* Remove session_id feature and add How It Works section to README

- Remove session_id and session management (new_session, set_session,
  get_session) from config.py, callbacks.py, and __init__.py
- Session management was a client-only abstraction not backed by core API
- Add "How It Works" section to README with visual flow diagram
- Update README to remove session management documentation

🤖 Generated with [Claude Code](https://claude.com/claude-code)

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

* Fix readme example

* Add dark mode again

---------

Co-authored-by: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-15 10:42:19 +01:00
Nicolò Boschi
922164e25c fix recall trace visualization 2025-12-12 14:38:37 +01:00
Nicolò Boschi
fa554b8980 brandind and misc fixes 2025-12-11 12:46:48 +01:00
Nicolò Boschi
040eb33ea6
improve ci and tests (#22)
* improve ci and tests

* add more tests

* fixes

* fix tests

* fix more

* fix

* fix

* fix

* fix

* fix for real

* tests and doc

* fix cp

* fix link pg0

* fix pg0

* fix pg0

* fix pg0

* even better

* more

* fix
2025-12-09 19:16:00 +01:00
Nicolò Boschi
3bb0a58ded
Increase graph neighbor limit and benchmark improvements (#18)
* Improve LongMemEval benchmark with structured prompts and better options

- Add --context-format option with 'json' (original) and 'structured' modes
- Structured format groups facts with source chunks for better LLM comprehension
- Add detailed instructions for date calculations, relative time handling, and abstention
- Add --source-results flag to read failed questions from a different file
- Allow --category to be combined with --max-instances for sampling
- Fix Gemini structured output by passing response_schema parameter
- Add retry logic for empty Gemini responses with block reason logging
- Add judge prompt comparison documentation

🤖 Generated with [Claude Code](https://claude.com/claude-code)

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

* fix recall in benchmarks

* Improve LongMemEval prompt and Gemini error handling

- Add JSONDecodeError retry for Gemini truncated responses
- Increase max_tokens to 32768 for thinking models
- Add counting/disambiguation guidance to structured prompt
- Add "when in doubt, undercount" and overlap detection rules

🤖 Generated with [Claude Code](https://claude.com/claude-code)

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

* Add connection error retry and preference question guidance

- Add APIConnectionError retry for OpenAI client (server disconnects)
- Add recommendation/preference question guidance to structured prompt
- Instruct model to build on user's existing tools/experiences

🤖 Generated with [Claude Code](https://claude.com/claude-code)

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

* Make reasoning optional

* Seed for LLM through Groq

* fix entity and observations

* Increase graph retrieval neighbor limit for expanded entities

Doubled the neighbor limit multiplier from 10 to 20 in graph retrieval.
With expanded entity extraction (now including objects and concepts like
"kitchen"), facts share more common entities, causing the previous limit
to arbitrarily exclude relevant results. This fix ensures better recall
for questions about related items (e.g., kitchen items).

🤖 Generated with [Claude Code](https://claude.com/claude-code)

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

* Expand entity extraction to include objects and concepts

Updated entity extraction prompt to include:
- Specific objects (coffee maker, toaster, car, laptop, kitchen)
- Abstract concepts/themes (friendship, career growth, loss, celebration)
- Places and organizations (IKEA, Goodwill, New York)

This enables better fact linking through shared entities. For example,
kitchen appliances now share a "kitchen" entity, allowing graph traversal
to find related facts like "replaced coffee maker" when querying about
"kitchen items".

Works in conjunction with the increased neighbor limit to improve recall.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

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

---------

Co-authored-by: Chris Bartholomew <chris.bartholomew@vectorize.io>
Co-authored-by: Claude <noreply@anthropic.com>
Co-authored-by: andrew <andrew.neeser@me.com>
2025-12-08 15:24:13 +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
e0cfec1666 cli installation 2025-12-04 13:16:42 +01:00
Nicolò Boschi
9e1daa0a31 fix paper 2025-12-03 16:07:08 +01:00
Nicolò Boschi
902eed711d fix release script 2025-12-03 16:04:27 +01:00
Nicolò Boschi
050a3d2743
fix: ci and ui build (#9)
* fix ci

* fix ci and release
2025-12-03 15:47:53 +01:00