* 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().
* feat: add comprehensive OpenTelemetry tracing
- Add tool execution spans for reflect operations
- Add tool call information (names, params) to spans
- Change verification scope from 'test' to 'verification'
- Add hindsight.reflect_generation span for done() processing
- Implement no-op tracer for improved code readability
- Update documentation for OTEL configuration
- Resolve merge conflicts from rebase
* fix: properly serialize Pydantic models in span recording
- Add _serialize_for_span() helper to handle Pydantic models
- Update all providers to use the helper function
- Fixes test failures with 'Object of type X is not JSON serializable'
* feat: add Grafana LGTM stack for unified local observability
Add Grafana LGTM (Loki, Grafana, Tempo, Mimir) as the recommended
local development observability stack. This provides traces, metrics,
and logs in a single Docker container instead of separate tools.
Changes:
- Add scripts/dev/grafana/ with docker-compose and README
- Add scripts/dev/start-grafana.sh startup script
- Update .env.example to reference Grafana LGTM
- Update configuration docs to emphasize Grafana LGTM as primary option
- Reorder OTLP backend list to show Grafana LGTM first
Benefits:
- Single container vs multiple separate tools (Jaeger, SigNoz, etc.)
- ~515MB image with full observability stack
- Compatible with existing OTLP configuration
- Simpler local development setup
* chore: remove SigNoz scripts and references
Remove SigNoz observability stack in favor of Grafana LGTM as the
sole recommended local development tracing solution.
Changes:
- Delete scripts/dev/signoz/ directory and all SigNoz configurations
- Delete scripts/dev/start-signoz.sh startup script
- Remove SigNoz references from .env.example
- Remove SigNoz from OTLP backends list in configuration docs
Grafana LGTM provides the same capabilities (traces, metrics, logs)
in a simpler single-container setup.
* feat: add consolidation span hierarchy for tracing
Add parent-child span structure for consolidation operations:
- hindsight.consolidation: Parent span for each memory being processed
- hindsight.consolidation_recall: Child span for finding related observations
- LLM call span: Automatically created by LLM provider (scope="consolidation")
This enables detailed timing breakdown in Grafana Tempo:
- Total consolidation time per memory
- Time spent in recall
- Time spent in LLM call
- Time spent executing actions (create/update)
All consolidation tests pass (31/31).
* feat: add Prometheus metrics and GenAI dashboard to Grafana stack
Add comprehensive metrics and dashboarding to the Grafana LGTM stack:
Metrics Collection:
- Configure Prometheus to scrape Hindsight API /metrics endpoint
- Scrape interval: 10 seconds
- Targets hindsight-api on host.docker.internal:8888
GenAI Dashboard:
- Pre-configured dashboard with 6 panels:
- LLM call rate (by provider/model)
- LLM call duration (p50/p95 by scope)
- Token usage - input tokens/sec by scope
- Token usage - output tokens/sec by scope
- Operations rate (retain/recall/reflect/consolidation)
- Operation duration p95 by operation type
Configuration:
- Mount prometheus.yml for metrics scraping
- Mount dashboards directory for auto-provisioning
- Add host.docker.internal mapping for container->host access
- Dashboard provisioning with auto-reload every 10s
Documentation:
- Updated README with metrics viewing instructions
- Added PromQL query examples
- Documented dashboard access and navigation
This provides full observability: traces (Tempo) + metrics (Prometheus/Mimir) + dashboards (Grafana)
* refactor: merge Grafana setup into existing monitoring stack
Consolidate the separate scripts/dev/grafana/ setup into the existing
scripts/dev/monitoring/ stack, using Grafana LGTM (Loki, Grafana, Tempo, Mimir).
Changes:
- Remove separate scripts/dev/grafana/ directory and start-grafana.sh
- Rewrite scripts/dev/monitoring/start.sh to use Docker + Grafana LGTM
(was: download native Prometheus/Grafana binaries)
- Add docker-compose.yaml for Grafana LGTM container
- Add prometheus.yml for scraping Hindsight API metrics
- Mount existing dashboards from monitoring/grafana/dashboards/
- Add comprehensive README.md
Benefits:
- Single unified monitoring command: ./scripts/dev/start-monitoring.sh
- Uses existing dashboard files (hindsight-operations, hindsight-llm, hindsight-api-service)
- Simpler setup: Docker-based vs downloading/running native binaries
- Full observability: traces + metrics + logs + dashboards in one container
- Standard ports: Grafana on 3000, OTLP on 4317/4318
Architecture:
- Grafana LGTM container (~515MB) provides all components
- Dashboards auto-provisioned from monitoring/grafana/dashboards/
- Prometheus scrapes host.docker.internal:8888/metrics
- Shared hindsight-network for future service-to-service tracing
* fix: run monitoring stack in foreground for easy Ctrl+C stop
Change docker-compose from detached (-d) to foreground mode.
Users can now stop the stack with Ctrl+C instead of needing
to run docker-compose down separately.
* fix: remove invalid home dashboard path and obsolete version field
- Remove GF_DASHBOARDS_DEFAULT_HOME_DASHBOARD_PATH environment variable
(was pointing to wrong path causing 'Failed to load home dashboard' error)
- Remove obsolete 'version' field from docker-compose.yaml
(docker-compose v2+ doesn't require version field)
* fix: load Hindsight dashboards in Grafana LGTM
Mount Hindsight dashboard JSON files and custom provisioning config
to make dashboards visible in Grafana.
Changes:
- Mount hindsight-operations.json, hindsight-llm.json, hindsight-api-service.json to /otel-lgtm/
- Create grafana-dashboards.yaml with all dashboard providers (default + Hindsight)
- Mount custom provisioning config to override LGTM default
All 3 Hindsight dashboards now appear in Grafana UI with metrics
from Prometheus scraping the Hindsight API /metrics endpoint.
* fix: configure Prometheus to scrape Hindsight API metrics
Update prometheus.yml to include both OTLP receiver config (from LGTM)
and scrape_configs for pulling metrics from Hindsight API.
Changes:
- Mount prometheus.yml to /otel-lgtm/prometheus.yaml (where LGTM reads it)
- Add scrape_configs section to pull from host.docker.internal:8888/metrics
- Keep OTLP receiver configuration for trace metrics
- Set scrape_interval to 5s
Verified: Prometheus now successfully scrapes hindsight_llm_calls_total
and other Hindsight metrics. Dashboards now show live data!
* feat: add comprehensive tracing for recall and improve reflect/mental_model_refresh spans
- Add recall operation tracing with parent-child span hierarchy
- Parent: hindsight.recall with attributes (bank_id, query, fact_types, etc.)
- Children: recall_embedding, recall_retrieval, recall_fusion, recall_rerank
- Fixed context propagation using start_as_current_span()
- Improve reflect tracing spans
- Remove reflect_generation spans, use reflect instead
- Change done() tool processing to hindsight.reflect_tool_call
- Fix mental_model_refresh span nesting
- Add _skip_span parameter to reflect_async to avoid duplicate hindsight.reflect spans
- Mental model refresh now has clean span hierarchy without nested reflect parent
- Add comprehensive tracing verification tests
- Test span hierarchy and attributes for all operations
- Verify parent-child relationships
- 5 passing tests covering recall, reflect, consolidation, and mental_model_refresh
* refactor: remove redundant is_tracing_enabled() checks
- Remove all is_tracing_enabled() conditional checks before tracing calls
- NoOpTracer/NoOpSpan handle disabled tracing automatically
- Simplify code by always calling tracer methods directly
- Fix NoOpTracer.start_as_current_span() to yield NoOpSpan instead of None
Changes:
- memory_engine.py: Remove 5 is_tracing_enabled checks in recall spans
- agent.py: Remove 2 is_tracing_enabled checks in reflect tool spans
- tracing.py: Fix NoOpTracer context manager to yield proper NoOpSpan
This eliminates ~50 lines of redundant conditional code while maintaining
identical behavior.
* docs: simplify distributed tracing section in monitoring.md
- Make tracing documentation more concise
- Focus on span hierarchy and attributes
- Remove verbose troubleshooting and performance sections
- Keep configuration.md for env vars only
* 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.
Replace the OpenAI-compatible endpoint approach with the native
google-genai SDK for Vertex AI. This eliminates the custom token
refresher, TokenInjectingTransport, and async lifecycle complexity
while also removing the 8192 output token cap that the OpenAI
endpoint enforced.
Changes:
- vertexai provider now uses genai.Client(vertexai=True) instead of
AsyncOpenAI with token-injecting transport
- Routes through existing _call_gemini/_call_with_tools_gemini paths
- Strips google/ prefix from model names (native SDK uses bare names)
- Preserves service account key auth via credentials parameter
- Delete vertexai_token_refresher.py (no longer needed)
- Strip markdown code fences in consolidator JSON parsing
- Rewrite vertexai tests for native SDK integration
* chore: cleanup benchmarks runner with old flags
* fix tests
* fix: observations rely on source_memory_ids, no link copying
Observations no longer copy any memory_links from their source facts.
Instead, retrieval uses source_memory_ids to traverse:
- Entity connections: observation → source_memory_ids → unit_entities
- Semantic similarity: observations have their own embeddings
- Temporal proximity: observations have their own temporal fields
This avoids data duplication and fixes bidirectionality issues with
entity links being copied to observations.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
* test: update consolidation test for source_memory_ids behavior
Updated test_consolidation_creates_memory_links to test_consolidation_uses_source_memory_ids
to reflect the new behavior where observations use source_memory_ids instead of memory_links
for traversal.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
---------
Co-authored-by: Claude Sonnet 4.5 <noreply@anthropic.com>
* fix: misc fixes for observations and mental models
* feat: improve graph retrieval for observations
- Update LinkExpansionRetriever to traverse through source_memory_ids
for observation entity connections (avoiding data duplication)
- Remove entity link copy from world facts to observations in consolidator
- Add tests for link expansion graph retrieval
- Add directives_applied field to ReflectResult
- Include user's other changes (CLI, docs, client updates)
* fix: CI test failures
- Add mental_model_id parameter to create_mental_model function
- Fix ToolCallTrace not including reason field from ToolCall
- Improve test_link_expansion_observation_graph_retrieval to wait for consolidation with retry
* chore: reduce link expansion log verbosity
* Revert "chore: reduce link expansion log verbosity"
This reverts commit 3ce759391cead1012157785fa78fef16ef9bfe3b.
* feat: add semantic/temporal/entity links as fallback in graph retrieval
- Add fallback query for semantic, temporal, and entity links from memory_links
- Check both directions (outgoing and incoming links)
- Weight fallback results at 0.5x to prioritize entity links via unit_entities
- Fixes graph retrieval returning 0 when data has cross-cluster temporal connections
* fix: enable observations fixture for link expansion test
- Add enable_observations fixture to ensure observations are created
- Increase wait time from 10 to 30 seconds for CI reliability
* 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
Nicolò Boschi