Commit graph

628 commits

Author SHA1 Message Date
Nicolò Boschi
94598fbd25
fix: remove broken minimax test and enhance slim smoke test with retain/recall (#564)
- Delete test_minimax_provider.py which imports non-existent `create_llm`
  function (should be `create_llm_provider`), causing pytest collection errors
- Add scripts/smoke-test-slim.sh: shared retain + recall validation script
  used by both Docker slim and pip slim CI jobs
- Update docker/test-image.sh to run retain/recall after health check for
  all API targets
- Update test-pip-slim CI job to run the shared smoke test script
2026-03-13 14:10:32 +01:00
Nicolò Boschi
15ea23d5d6
feat: introduce hindsight-api-slim and hindsight-all-slim packages (#560)
* feat: introduce hindsight-api-slim and hindsight-all-slim packages

Closes #552

- Move all source code from hindsight-api/ to new hindsight-api-slim/
- hindsight-api-slim has heavy ML deps (torch, sentence-transformers,
  transformers, einops, flashrank, mlx, mlx-lm, safetensors) and
  pg0-embedded as optional extras: [local-ml], [embedded-db], [all]
- hindsight-api becomes a zero-code meta-package depending on
  hindsight-api-slim[all] for full backward compatibility
- Add hindsight-all-slim meta-package: hindsight-api-slim + client + embed
- hindsight-all updated to depend on hindsight-api-slim[all]
- pg0.py: lazy-import pg0 with clear ImportError pointing to [embedded-db]
- Dockerfile: replace sed hack with proper uv sync --extra flags
- Update release.yml, test.yml, lint.sh, release.sh, CLAUDE.md and
  all path references throughout the repo

* refactor: rename hindsight/ directory to hindsight-all/

* docs: document hindsight-api-slim and hindsight-all-slim package variants

Add package variants table and extras explanation to installation.md

* docs: remove emojis from installation.md, use professional tone

* docs: link Docker slim variant to pip package variants section

* docs: consolidate Docker image variants into single table

* ci: fix working-directory paths after package restructure

- Replace all hindsight-api → hindsight-api-slim in test.yml
- Replace hindsight → hindsight-all in test.yml
- Add --extra embedded-db to test-embed API install step

* ci: add local-ml and embedded-db extras to API sync steps

These extras were previously implicit in the old hindsight-api package
(which bundled everything). Now that hindsight-api-slim uses optional
extras, we must explicitly request local-ml and embedded-db in CI.

* ci: add API install step with embedded-db to test-embed smoke test

The smoke test starts hindsight-api as a daemon, which requires pg0-embedded.
Add a dedicated install step for hindsight-api-slim with embedded-db extra
so the daemon can start successfully.

* ci: remove --no-install-project when using optional extras

When --no-install-project is combined with --extra, the optional deps
are not installed because extras require the project to be active.
Remove --no-install-project from steps that need local-ml or embedded-db.

* ci: fix ordering of uv sync steps to preserve optional extras

When uv sync runs for a different workspace member, it removes optional
extras installed for other members. Fix by always running extra-requiring
API sync last, after other workspace member syncs.

Also remove --no-install-project from embedded-db sync in test-embed,
as --no-install-project prevents optional extras from being active.

* ci: add local-ml extra to test-embed API install for smoke test

The smoke test starts the full API server which needs sentence-transformers
for local embeddings (default provider). Add local-ml extra to the install.

* ci: simplify extras with --all-extras and add slim pip smoke test

- Replace explicit --extra local-ml --extra embedded-db with --all-extras
  for cleaner, more maintainable sync steps
- Add test-pip-slim job: tests hindsight-api-slim[embedded-db] without
  local ML models, using Cohere for embeddings/reranking (mirrors Docker
  slim smoke test approach)

* ci: simplify slim smoke test to health check only (mirrors Docker test)
2026-03-13 13:50:03 +01:00
dependabot[bot]
720d42c576
chore(deps): bump actions/checkout from 4 to 6 (#556)
Bumps [actions/checkout](https://github.com/actions/checkout) from 4 to 6.
- [Release notes](https://github.com/actions/checkout/releases)
- [Changelog](https://github.com/actions/checkout/blob/main/CHANGELOG.md)
- [Commits](https://github.com/actions/checkout/compare/v4...v6)

---
updated-dependencies:
- dependency-name: actions/checkout
  dependency-version: '6'
  dependency-type: direct:production
  update-type: version-update:semver-major
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2026-03-13 13:47:18 +01:00
dependabot[bot]
8cbad0ef7a
chore(deps): bump actions/upload-artifact from 4 to 7 (#555)
Bumps [actions/upload-artifact](https://github.com/actions/upload-artifact) from 4 to 7.
- [Release notes](https://github.com/actions/upload-artifact/releases)
- [Commits](https://github.com/actions/upload-artifact/compare/v4...v7)

---
updated-dependencies:
- dependency-name: actions/upload-artifact
  dependency-version: '7'
  dependency-type: direct:production
  update-type: version-update:semver-major
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2026-03-13 13:47:09 +01:00
dependabot[bot]
3d2c62ef09
chore(deps): bump actions/setup-go from 5 to 6 (#558)
Bumps [actions/setup-go](https://github.com/actions/setup-go) from 5 to 6.
- [Release notes](https://github.com/actions/setup-go/releases)
- [Commits](https://github.com/actions/setup-go/compare/v5...v6)

---
updated-dependencies:
- dependency-name: actions/setup-go
  dependency-version: '6'
  dependency-type: direct:production
  update-type: version-update:semver-major
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2026-03-13 13:47:00 +01:00
dependabot[bot]
56462a30cd
chore(deps): bump actions/cache from 4 to 5 (#559)
Bumps [actions/cache](https://github.com/actions/cache) from 4 to 5.
- [Release notes](https://github.com/actions/cache/releases)
- [Changelog](https://github.com/actions/cache/blob/main/RELEASES.md)
- [Commits](https://github.com/actions/cache/compare/v4...v5)

---
updated-dependencies:
- dependency-name: actions/cache
  dependency-version: '5'
  dependency-type: direct:production
  update-type: version-update:semver-major
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2026-03-13 13:46:52 +01:00
Nicolò Boschi
067acf1ba5
chore: add dependabot config for GitHub Actions updates (#554) 2026-03-13 10:32:29 +01:00
Salman Chishti
4eaa2f3566
Upgrade GitHub Actions to latest versions (#553)
Signed-off-by: Salman Muin Kayser Chishti <13schishti@gmail.com>
2026-03-13 10:32:22 +01:00
Nicolò Boschi
eeb938fc65
fix: truncate documents exceeding LiteLLM reranker context limit (#549)
* fix: register embedded profiles in CLI metadata on daemon start

When HindsightEmbedded(profile="myapp") starts a daemon, the profile
was never written to metadata.json or given a .env file, making it
invisible to `hindsight-embed profile list` and other CLI commands.

Add _register_profile() to DaemonEmbedManager which saves HINDSIGHT_API_*
config to ~/.hindsight/profiles/{name}.env and registers the port in
metadata.json. Called after a successful new daemon start and when the
daemon is already running, so orphaned profiles also get registered on
next use.

* fix: truncate documents exceeding LiteLLM reranker context limit

Add HINDSIGHT_API_RERANKER_LITELLM_MAX_TOKENS_PER_DOC env var for both
litellm and litellm-sdk reranker providers. When set, documents are
truncated to the configured token limit using tiktoken (cl100k_base)
before being sent to the reranker, preventing BadRequestError for
models with small context windows (e.g. 1024-token limit).

* refactor: use shared _tiktoken_encoder for doc truncation in LiteLLM reranker

* refactor: use _get_tiktoken_encoding() consistently, remove eager module-level encoder instance

* doc: add HINDSIGHT_API_RERANKER_LITELLM_MAX_TOKENS_PER_DOC to configuration reference
2026-03-13 10:18:18 +01:00
Ethan Clarke
2344484f77
feat: add MiniMax LLM provider support (#550)
Add MiniMax as a supported LLM provider via the OpenAI-compatible interface.

- Register MiniMax in the provider factory and valid providers list
- Set default base URL to https://api.minimax.io/v1
- Set default model to MiniMax-M2.5 in PROVIDER_DEFAULT_MODELS
- Add temperature clamping for MiniMax (must be >0, ≤1.0)
- Add API key validation (MiniMax requires an API key)
- Add MiniMax configuration example to .env.example
- Update documentation (models.md, configuration.md, embed.md, CLAUDE.md, README.md)
- Add unit and integration tests for MiniMax provider

Co-authored-by: octo-patch <octo-patch@users.noreply.github.com>
2026-03-13 10:17:55 +01:00
Ben
a01bb18bc4
blog: Time-Aware Spreading Activation for Memory Graphs (#547)
doc: add blog post on time-aware spreading activation for memory graphs
2026-03-12 12:55:14 -04:00
Stable Genius
b17f338e17
fix(openclaw): inject recalled memories as system context (#548)
Co-authored-by: Stable Genius <259448942+stablegenius49@users.noreply.github.com>
2026-03-12 17:09:13 +01:00
Nicolò Boschi
e210953d05
add trending badge HTML in README.md 2026-03-12 16:26:17 +01:00
Nicolò Boschi
06b0f74a48
fix: register embedded profiles in CLI metadata on daemon start (#546)
When HindsightEmbedded(profile="myapp") starts a daemon, the profile
was never written to metadata.json or given a .env file, making it
invisible to `hindsight-embed profile list` and other CLI commands.

Add _register_profile() to DaemonEmbedManager which saves HINDSIGHT_API_*
config to ~/.hindsight/profiles/{name}.env and registers the port in
metadata.json. Called after a successful new daemon start and when the
daemon is already running, so orphaned profiles also get registered on
next use.
2026-03-12 09:39:47 +01:00
Nicolò Boschi
0560f6260d
fix: cancel in-flight async ops when bank is deleted (#545)
* fix: cancel async ops on bank delete via CASCADE FK + heartbeat checkpoints

- Add migration e5f6g7h8i9j0: FK ON DELETE CASCADE from async_operations
  and webhooks to banks, so deleting a bank auto-removes all its ops/webhooks
- Add _check_op_alive() helper: returns False if op row was deleted (cascade)
- Add consolidation checkpoint: after each LLM batch commit, abort early if
  op was deleted mid-run (returns status='cancelled')
- Add retain checkpoint: between sub-batches, abort early if op was deleted
- _mark_operation_completed/failed/completed_and_fire_webhook: gracefully
  handle missing row (UPDATE 0) with log instead of silent error
- Thread operation_id into run_consolidation_job() for checkpoint access
- Fix y0t1u2v3w4x5 and a1b2c3d4e5f6 migrations: add IF NOT EXISTS to prevent
  failure on idempotent re-runs
- Add 10 tests covering cascade delete, _check_op_alive, graceful mark methods,
  consolidation checkpoint, and retain checkpoint

* refactor: use RETURNING + fetchrow instead of execute + string comparison

* fix: add bank upsert before async_operations FK inserts and update tests

- memory_engine.py: upsert bank in submit_async_retain before async_operations INSERT
- http.py: upsert bank in api_create_webhook before webhooks INSERT
- test_worker.py, test_async_batch_retain.py, test_webhooks.py: add _ensure_bank
  helper calls before direct async_operations/webhooks inserts to satisfy FK constraint

* fix: mock bank_utils.get_bank_profile in unit test with mocked pool
2026-03-12 09:39:31 +01:00
Ben
220851e6f4
doc: What's New in Hindsight Cloud — Programmatic API Key Management (#543)
* doc: What's New in Hindsight Cloud — Programmatic API Key Management

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 11:41:21 -04:00
Ben
5b360c83d2
doc: Run Hindsight with Ollama: Local AI Memory, No API Keys Needed (#536)
* doc: add run-hindsight-with-ollama blog post
2026-03-11 11:39:59 -04:00
Nicolò Boschi
1caf5ec9ee
feat: add jina-mlx reranker provider for Apple Silicon (#542)
* feat: add JinaMLXCrossEncoder for native Apple Silicon reranking

Adds a new `jina-mlx` reranker provider backed by jinaai/jina-reranker-v3-mlx,
a 0.6B multilingual listwise reranker running via the MLX framework on Apple Silicon.
The model is downloaded automatically from HuggingFace Hub on first use.

Benchmarked latencies (Apple Silicon): 1 doc→32ms, 5→45ms, 10→60ms, 20→94ms.
Sub-linear scaling because all docs are ranked in a single forward pass.

- Embeds the MLX reranker implementation (_MLXReranker / _MLPProjector) directly
  in cross_encoder.py with no transformers/PyTorch dependency
- Adds `mlx`, `mlx-lm`, `safetensors` to pyproject.toml optional deps (uv add)
- Updates configuration.md with provider docs and benchmark table

* refactor: import MLXReranker from repo rerank.py instead of duplicating code

Use importlib to load MLXReranker directly from the model repo's own rerank.py
(downloaded via snapshot_download). Also pin exact minimum versions for
mlx>=0.31.0, mlx-lm>=0.31.1, safetensors>=0.6.2 (verified against installed versions).

* refactor: move MLX reranker impl to dedicated jina_mlx_reranker.py

Replaces the importlib hack with a proper module. jina_mlx_reranker.py is
adapted from jinaai/jina-reranker-v3-mlx/rerank.py (CC BY-NC 4.0) with the
source clearly documented at the top of the file.

* docs: simplify jina-mlx reranker docs

* fix: disable GIN fastupdate on source_memory_ids index to prevent deadlocks

GIN fastupdate buffers inserts in a pending list and flushes it with
AccessExclusiveLock when full. Under concurrent test load (8 xdist workers
all running retain_async), two workers can trigger a flush simultaneously
and deadlock. Recreating the index with fastupdate=off eliminates the
flush/lock cycle at the cost of slightly slower individual inserts.

* fix: drop per-bank HNSW indexes after transaction to avoid AccessExclusiveLock deadlock

When deleting a bank, the previous code dropped HNSW indexes inside the
same transaction as the DELETE FROM memory_units. Since DROP INDEX needs
AccessExclusiveLock on the parent table and DELETE holds RowExclusiveLock,
two concurrent bank deletions deadlocked on the same table lock.

Fix: capture internal_id inside the transaction, commit, then drop the
indexes outside the transaction so no row-level locks are held.
2026-03-11 15:15:58 +01:00
Nicolò Boschi
66dedb8d41
feat: make recall max query tokens configurable via env var (#544)
* doc: add 0.4.17 release blog post

* feat: make recall max query tokens configurable via env var

Add HINDSIGHT_API_RECALL_MAX_QUERY_TOKENS env var (default: 500) to
replace the hardcoded MAX_QUERY_TOKENS constant in http.py.
2026-03-11 14:56:59 +01:00
Nicolò Boschi
43b3efc494
perf: replace window-function retrieval with UNION ALL + per-bank HNSW indexes (#541)
* perf: replace window-function retrieval with UNION ALL + per-bank HNSW indexes

The previous retrieve_semantic_bm25_combined() used ROW_NUMBER() OVER (PARTITION
BY fact_type ...) which forced a full sequential scan — pgvector cannot use HNSW
indexes when a window function partitions on the same column as the ORDER BY.

Changes:
- retrieval.py: rewrite to UNION ALL of per-fact_type subqueries; each arm has
  its own ORDER BY embedding <=> $1 LIMIT n, enabling partial HNSW index scans.
  Semantic arms over-fetch 5x (min 100) for HNSW approximation; trimmed in Python.
- memory_engine.py: set hnsw.ef_search=200 at pool init (persistent per-connection,
  no per-query SET/RESET overhead).
- bank_utils.py: add create_bank_hnsw_indexes / drop_bank_hnsw_indexes for
  per-(bank_id, fact_type) partial HNSW index lifecycle management.
- fact_storage.py / bank_utils.py: create per-bank indexes on fresh bank insert.
- memory_engine.py delete_bank: drop per-bank indexes via DELETE...RETURNING to
  avoid a separate round-trip.
- Migration a3b4c5d6e7f8: add interim fact_type-only partial indexes.
- Migration d5e6f7a8b9c0: add internal_id UUID UNIQUE to banks, replace
  fact_type-only indexes with per-(bank, fact_type) partial HNSW indexes, drop
  the global idx_memory_units_embedding that competed with them.

Why per-(bank, fact_type) not just per-fact_type:
The idx_memory_units_bank_id B-tree index always wins over fact_type-only partial
indexes when bank_id appears in the WHERE clause. Including bank_id in the partial
index predicate removes the B-tree from consideration and lets the planner choose
HNSW. The global HNSW index must also be dropped to avoid competing for the larger
fact_type partitions (world, observation).

* refactor: collapse two HNSW migrations into one

* refactor: generate bank internal_id in Python before insert

Instead of relying on DEFAULT gen_random_uuid() and RETURNING internal_id,
generate the UUID in application code before the INSERT. This means we
always know the value upfront and can call create_bank_hnsw_indexes
immediately without needing a DB round-trip to retrieve the assigned ID.

Also adds tests for HNSW index lifecycle and retrieve_semantic_bm25_combined.

* fix: correct migration and prevent global HNSW index recreation

Migration fixes:
- Add text() wrappers for raw SQL in d5e6f7a8b9c0 (SQLAlchemy 2.0 compat)
- Drop stale fact_type-only partial indexes (idx_mu_emb_world/observation/experience)
  that may exist from prior migrations on the same DB

migrations.py fix:
- Skip global HNSW index creation when per-bank partial HNSW indexes already
  exist on memory_units (idx_mu_emb_* pattern). Without this, the post-migration
  vector index check detects no %embedding% named index and recreates the global
  idx_memory_units_embedding, which defeats the per-bank index strategy.

Verified with EXPLAIN ANALYZE on 66K-row bank: all three fact_type arms use
their per-bank HNSW index scan (idx_mu_emb_worl/expr/obsv_<uid16>).

* fix: use correct embeddings.encode() in test
2026-03-11 12:09:50 +01:00
Nicolò Boschi
00ac3d8834
doc: add 0.4.17 release blog post (#538) 2026-03-10 17:40:10 +01:00
Nicolò Boschi
2191654b1f Release v0.4.17
- Update version to 0.4.17 in all components
- Regenerate OpenAPI spec and client SDKs
- Python packages: hindsight-api, hindsight-dev, hindsight-all, hindsight-litellm, hindsight-crewai, hindsight-pydantic-ai, hindsight-embed
- Python client: hindsight-clients/python
- TypeScript client: hindsight-clients/typescript
- Rust CLI: hindsight-cli
- Control Plane: hindsight-control-plane
- OpenClaw integration: hindsight-integrations/openclaw
- AI SDK integration: hindsight-integrations/ai-sdk
- Chat SDK integration: hindsight-integrations/chat
- Helm chart
- Sync documentation to version-0.4
2026-03-10 17:18:35 +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
And#ocean
32a4882a10
fix: resolve remaining webhook schema issues in multi-tenant retain (#533)
Follow-up to #499 which fixed the worker path and http.py but missed
two code paths in memory_engine.py:

1. `_retain_batch_async_internal` (line ~2185) still passed
   `request_context.tenant_id` which is always None for HTTP requests
   (tenant_id is never populated by the HTTP layer — the schema is
   stored in the _current_schema contextvar by _authenticate_tenant).

2. `_build_retain_outbox_callback._callback` captured the `schema`
   parameter at closure creation time. In the HTTP path, http.py builds
   the callback *before* calling retain_batch_async, but _current_schema
   is only set inside retain_batch_async by _authenticate_tenant — so
   the captured schema is always None. Fixed by resolving schema at
   callback invocation time via `schema or _current_schema.get()`.

Both issues cause `relation "webhooks" does not exist` errors that
abort the entire retain transaction in multi-tenant deployments,
silently rolling back all inserted memory data.
2026-03-10 16:44:04 +01:00
Nicolò Boschi
cd3a6a227b
fix: strip null bytes from parsed file content before retain (#535)
* doc: split blog index into Hindsight and Hindsight Cloud sections

- Tag the document upload post with `hindsight-cloud`
- BlogListPage renders two sections, capping Cloud at 3 posts with a "View all →" link
- Swizzle BlogTagsPostsPage so /blog/tags/hindsight-cloud uses the custom grid layout

* doc: attribute blog posts to Nicolò Boschi with GitHub profile image

Replace the generic "Hindsight Team" author with the real author entry
(nicoloboschi) across all 15 blog posts. GitHub profile image is loaded
from https://github.com/nicoloboschi.png.

* doc: add Hindsight Team title to nicoloboschi author

* doc: assign blog posts to correct authors based on git blame

- Add benfrank241 (Ben Bartholomew) and chrislatimer (Chris Latimer) to authors.yml
- Assign 7 posts to Ben, 1 post to Chris, remainder stay with Nicolò

* fix: strip null bytes from parsed file content before retain

* test: add tests for sanitize_llm_output

* fix: retry retain DB transaction on deadlock during parallel document processing
2026-03-10 16:24:11 +01:00
Nicolò Boschi
28308a14d6
doc: split blog index into Hindsight and Hindsight Cloud sections (#534)
* doc: split blog index into Hindsight and Hindsight Cloud sections

- Tag the document upload post with `hindsight-cloud`
- BlogListPage renders two sections, capping Cloud at 3 posts with a "View all →" link
- Swizzle BlogTagsPostsPage so /blog/tags/hindsight-cloud uses the custom grid layout

* doc: attribute blog posts to Nicolò Boschi with GitHub profile image

Replace the generic "Hindsight Team" author with the real author entry
(nicoloboschi) across all 15 blog posts. GitHub profile image is loaded
from https://github.com/nicoloboschi.png.

* doc: add Hindsight Team title to nicoloboschi author

* doc: assign blog posts to correct authors based on git blame

- Add benfrank241 (Ben Bartholomew) and chrislatimer (Chris Latimer) to authors.yml
- Assign 7 posts to Ben, 1 post to Chris, remainder stay with Nicolò
2026-03-10 13:32:43 +01:00
Ben
fc71664b5f
doc: What's New in Hindsight — Document File Upload (#532)
* doc: add Hindsight document file upload blog post

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* doc: clarify document upload is a Hindsight Cloud feature

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* doc: fix Iris billing claim to be more accurate

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-10 10:11:10 +01:00
Chris Bartholomew
9a694f64b8
Fix run-db-migration for all-tenant upgrades (#530)
* Add release-scoped migration admin command

* Fix run-db-migration for all-tenant upgrades
2026-03-10 10:10:03 +01:00
Ben
7bcf26097c
doc: Your Pydantic AI Agent Forgets You After Every Run. Fix It in 5 Lines. (#531)
* doc: add pydantic-ai-persistent-memory blog post

* doc: update Pydantic AI blog cover image

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* doc: SEO-optimized rewrite of Pydantic AI blog post

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-09 16:39:20 -04:00
Nicolò Boschi
1cdfb7c2e2
fix: normalize named tool_choice to required + filtered tools for OpenAI-compatible providers (#528)
LM Studio (and Ollama) reject the named tool_choice dict format
{"type": "function", "function": {"name": "..."}} with HTTP 400.

The reflect agent uses this format on iterations 0-2 to force sequential
tool selection, causing reflect to fail entirely on LM Studio.

The fix converts named tool_choice dicts to tool_choice="required" with
the tools list filtered to just the requested tool — semantically identical
and accepted by all providers including LM Studio and Ollama.

Closes #520
2026-03-09 15:47:51 +01:00
Nicolò Boschi
3e967add78
docs: add FAQ entry for conversation retain format (#529)
Addresses common questions from community discussions on the recommended
format and flow for retaining conversations (JSON array vs plain text,
upsert pattern, avoiding pre-summarization).
2026-03-09 15:47:25 +01:00
Nicolò Boschi
00ccf0b218
fix(consolidation): respect bank mission over ephemeral-state heuristic (#525)
* Add Hindsight as git subtree + BCGU noise filtering tests

Adds hindsight server source as a subtree under hindsight-api/ so we
can iterate on server-side fixes directly.

test_bcgu_noise_filtering.py proves that a well-crafted
retain_custom_instructions (BCGU_RETAIN_MISSION) can suppress
talking-head noise at fact extraction time — eliminating the need for
client-side --filter-vision-noise preprocessing.

Tests cover:
- Default mode extracts 3 noise facts from talking-head frame (problem documented)
- BCGU mission produces 0 noise facts from same talking-head frame
- BCGU mission still extracts 2 high-value ChatGPT screen facts correctly
- Mixed doc (2 talking-head + 2 screen): 0% noise ratio with BCGU mission
- Pure talking-head doc: 0 facts extracted

All 5 tests pass in ~32s using gpt-4o-mini.

* fix(consolidation): respect mission context over ephemeral-state heuristic

Two related fixes for the consolidation engine when a bank mission is
configured:

1. **Mission override for ephemeral-state filter** (`prompts.py`):
   The system prompt previously instructed the LLM to discard any fact
   that looked like "ephemeral state" (e.g. current position, transient
   actions).  When a mission is active the mission itself defines what is
   valuable — timestamped screen actions, session events, tool interactions
   may all be mission-critical even though they look ephemeral.  Added a
   MISSION OVERRIDE block that explicitly tells the LLM the mission takes
   priority over the generic ephemeral-state guidance.

2. **Remove contradictory durable-knowledge nudge** (`consolidator.py`):
   The user-prompt builder was injecting "Focus on DURABLE knowledge that
   serves this mission, not ephemeral state" alongside the mission text.
   This phrasing contradicted missions that intentionally capture
   timestamped events.  Replaced with a neutral directive that simply
   signals the mission overrides general rules.

3. **JSON control-character sanitisation** (`consolidator.py`):
   LLMs occasionally embed literal ASCII control characters (0x00–0x1f)
   inside JSON string values, causing `json.loads` to raise a
   JSONDecodeError.  Added a try/except that strips control characters
   and retries the parse before re-raising, preventing spurious failures.

* refactor(consolidation): move sanitize_llm_output to llm_wrapper, reuse in consolidator

- Add `sanitize_llm_output()` to `llm_wrapper.py` as the single canonical
  function for stripping characters that break downstream systems
  (ASCII control chars 0x00-0x08/0x0B-0x0C/0x0E-0x1F/0x7F and Unicode
  surrogates). Tab, newline, and carriage-return are preserved.
- Reduce `_sanitize_text()` in `fact_extraction.py` to a thin wrapper
  that delegates to `sanitize_llm_output()`.
- Update `consolidator.py` to import and call `sanitize_llm_output()`
  directly instead of reimplementing the logic inline.
- Remove test_bcgu_noise_filtering.py (should not have been committed).

* fix(consolidation): apply sanitize_llm_output to observation text fields

sanitize_llm_output was imported but unused after the old _call_llm_once
path was removed. The batch flow uses structured Pydantic output so
there's no raw json.loads call — instead, apply sanitization via
field_validator on _CreateAction.text and _UpdateAction.text so control
characters are stripped before observation text reaches the database.

* fix(entity-resolver): correct mention_count for new entities in batch retain

When the same entity (e.g. "Bob") appears across N items in a single batch
retain, _resolve_entities_batch_impl deduplicates them into one name group
before inserting, then queued only ONE _EntityStat regardless of N. The
flush therefore always incremented mention_count by 1 beyond the INSERT
value — giving 2 for any number of mentions.

Two-part fix:
- INSERT with mention_count=0 so the post-transaction flush is the single
  source of truth for the count (avoids an off-by-one for N=1 as well).
- Append one _EntityStat per original mention (len(g.indices)) instead of
  one per unique name, so flush_pending_stats() adds the correct total N.

This makes the batch path consistent with the single-entity path, which
already accumulates one stat per mention via entities_to_update.
2026-03-09 15:04:36 +01:00
Nicolò Boschi
f7a60f898d
feat: filter operations by type + fix stale auto-refresh closure (#522) (#527)
* feat: filter operations by type + fix stale closure in auto-refresh

- Add `type` query param to GET /operations endpoint and engine layer
- Add operation type dropdown filter in Background Operations UI
- Fix auto-refresh interval using stale statusFilter/offset closure by
  adding filter state to useEffect deps and wrapping loadOperations in
  useCallback (fixes #522)
- Regenerate OpenAPI spec and all SDK clients

* fix: update Rust CLI list_operations call with new type parameter
2026-03-09 13:17:00 +01:00
Nicolò Boschi
7accac94b2
fix: migrate mental_models.embedding dimension alongside memory_units (#526)
ensure_embedding_dimension() now also checks and migrates mental_models.embedding,
fixing silent failures when changing embedding model dimensions. Extracted shared
per-table logic into _migrate_table_embedding_dimension() to avoid duplication.
Adds test coverage for the mental_models dimension migration path.

Fixes #523
2026-03-09 12:23:50 +01:00
Chris Bartholomew
fa3501d448
Fix Iris parser httpx read timeout for file uploads (#524)
The httpx.AsyncClient was created without a timeout parameter,
defaulting to 5 seconds for reads. This is too short for uploading
PDFs to presigned URLs and waiting for Iris API responses. Set
explicit timeouts: 30s default, 120s for reads.
2026-03-09 11:22:44 +01:00
Chris Bartholomew
f88b50a45e
fix: serialize alembic upgrades in-process (#521) 2026-03-09 11:22:24 +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
Chris Bartholomew
d2504ac5ed
Fix GCS auth for Workload Identity Federation credentials (#518)
* Fix GCS auth for external_account credentials (Workload Identity)

obstore's built-in credential parsing only supports service_account and
authorized_user JSON types. Use google.auth as a credential_provider
callback to support all credential types including external_account
(Workload Identity Federation), impersonated credentials, and metadata
server credentials.

* Hide GOOGLE_APPLICATION_CREDENTIALS during GCSStore construction

GCSStore eagerly parses the credential file from env vars even when a
custom credential_provider is passed. Temporarily unset the env var
during construction so obstore doesn't choke on external_account
credential files (Workload Identity Federation).

* Support HINDSIGHT_GOOGLE_CREDENTIALS_FILE for GCS auth

When GOOGLE_APPLICATION_CREDENTIALS must be unset to prevent obstore
from parsing unsupported credential types (e.g. external_account),
google.auth can load credentials from HINDSIGHT_GOOGLE_CREDENTIALS_FILE
instead. This avoids mutating env vars at runtime.

* Simplify GCS credential workaround: hide env var during construction

Remove HINDSIGHT_GOOGLE_CREDENTIALS_FILE indirection. Instead, let
google.auth.default() load credentials normally via GOOGLE_APPLICATION_CREDENTIALS,
then temporarily hide the env var during GCSStore() construction so obstore
doesn't try to parse credential types it doesn't support.

* Work around obstore bug: hide env var during GCSStore construction

obstore always parses credential files from GOOGLE_APPLICATION_CREDENTIALS
and the well-known ADC path, even when credential_provider is supplied
(contrary to docs). This crashes on external_account credentials from
Workload Identity Federation.

Temporarily hide the env var during GCSStore() construction. google.auth
has already loaded credentials by this point via credential_provider.
2026-03-07 08:59:51 +01:00
Ben
d9d7021a49
doc: Upgrading OpenClaw's Memory with Hindsight (#515)
* doc: add adding-memory-to-openclaw-with-hindsight blog post

* doc: update OpenClaw blog cover image

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* doc: update OpenClaw blog title

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* doc: add Hindsight Cloud note to external API section

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-06 12:35:12 -05:00
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
576473b6aa
feat: observation history tracking and diff UI (#513)
* 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

* feat: add observation history tracking and UI diff view

- Track observation changes over time in a JSONB history column,
  appending each update's previous state (text, tags, dates, sources)
  instead of overwriting
- Add HINDSIGHT_API_ENABLE_OBSERVATION_HISTORY config flag (default: true)
  to toggle history recording
- Expose history field in get_memory_unit for observations
- Fix observations/[modelId] route that was proxying to wrong endpoint
- Add History tab in observation modal and History section in panel,
  showing word-level and tag diffs between each change (newest first)
- Extract shared ObservationHistoryView component used by both modal and panel
- Add --random-port flag to start.sh to run multiple dev instances
- Scope Next.js distDir by port to prevent lock file collisions between instances
- Restyle consolidation pending badge (rounded-md with border) and add
  inline refresh button; fix loading flicker on data refresh

* feat: dedicated observation history endpoint with source facts diff

- Add GET /memories/{id}/history endpoint returning enriched history with
  resolved source fact texts and is_new flags per change
- Deprecate history field in GET /memories/{id} (always returns empty list)
- Reconstruct cumulative source facts per history entry by working backwards
  from current state, marking newly added facts with is_new
- Replace inline history panel with "View History" button opening modal
- History modal fetches from dedicated endpoint lazily on tab switch
- Timeline view now opens MemoryDetailModal instead of side panel
- History view uses prev/next navigation (left = older, right = newer)
- Fix --random-port: pass dynamic API_PORT as HINDSIGHT_CP_DATAPLANE_API_URL
  to control plane, preserving caller values over .env
2026-03-06 16:16:05 +01:00
Nicolò Boschi
99220d0527
feat: per-request file parser selection with fallback chains (#514)
* feat: allow per-request file parser selection with fallback chains

Clients can now specify which parser(s) to use when calling the file
retain endpoint, instead of being locked to the server-side default.

Changes:
- `parser` field added to `FileRetainRequest` (request-level default)
  and `FileRetainMetadata` (per-file override); accepts a single name
  or an ordered fallback chain (list)
- Resolution priority: per-file > request-level > server default
- `HINDSIGHT_API_FILE_PARSER` now accepts a comma-separated fallback
  chain (e.g. `iris,markitdown`); fully backward-compatible
- New `HINDSIGHT_API_FILE_PARSER_ALLOWLIST` env var restricts which
  parsers clients may request (defaults to all registered parsers)
- Invalid/disallowed parser names are rejected with HTTP 400
- `FileParserRegistry.convert_with_fallback()` tries each parser in
  order, falling back on UnsupportedFileTypeError, empty content, or
  any other error
- Worker updated to use the fallback chain stored per-task
- OpenAPI spec and all generated clients regenerated

* fix: handle on_file_convert_complete hook and rebase onto main

- Return ConvertResult dataclass from convert_with_fallback() instead
  of a plain str, carrying both the content and the winning parser name
- Use winning_parser_name in the on_file_convert_complete hook so
  parser_name reflects the parser that actually succeeded, not the chain
- Update all test calls to submit_async_file_retain() to use the new
  per-item parser field instead of the removed top-level parser= kwarg

* docs: document HINDSIGHT_API_FILE_PARSER fallback chain and ALLOWLIST
2026-03-06 16:15:43 +01:00
Nicolò Boschi
8540c33236
refactor: remove dead code and clarify observations vs mental models (#512)
* refactor: remove dead code and clarify observations vs mental models

- Delete engine/mental_models/ module (stale Pydantic models with wrong
  schema, describing an old design where mental models were directives;
  had no importers outside itself)
- Remove unused imports in api/http.py (acquire_with_retry, Observation)
- Remove unused Pydantic models in api/http.py (BanksResponse,
  ObservationEvidenceResponse)
- Add clarifying NOTE to consolidation/consolidator.py distinguishing
  observations (auto-generated bottom-up) from mental models (user-defined
  pinned reflections refreshed via reflect)

* chore: run generate scripts after dead code removal
2026-03-06 14:39:33 +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
Chris Bartholomew
1d17dea2f1
Add on_file_convert_complete extension hook after file-to-markdown conversion (#507)
* Add file upload API with parser selection and conversion hooks

- Add FileRetainRequest.parser field for per-request parser selection
- Add FileConvertResult dataclass and on_file_convert_complete extension hook
- Fire hook after file-to-markdown conversion with output text for metering
- Fix obstore.Bytes incompatibility with httpx in Iris parser (GCS returns
  obstore.Bytes instead of plain bytes)
- Export new types from extensions __init__

* remove parser field from FileRetainRequest API

Parser selection remains server-side only via HINDSIGHT_API_FILE_PARSER config.

* test: add tests for on_file_convert_complete extension hook

Verifies that the hook is called with correct parameters on success,
called once per file for multi-file uploads, and not called when
file conversion fails.

* test: verify tenant_id propagation to on_file_convert_complete hook

---------

Co-authored-by: Nicolò Boschi <boschi1997@gmail.com>
2026-03-06 09:56:53 +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
e4dd654ec5
fix: openclaw tests + split doc-examples CI per language (#503)
* fix: update openclaw tests to use before_prompt_build hook and split doc-examples CI per language

- Update hooks.integration.test.ts: rename describe block and all
  triggerHook calls from 'before_agent_start' to 'before_prompt_build'
  to match the hook registered in index.ts (changed in PR #480)
- Fix 'includes the user message' test: prependContext contains memories
  (bullet list), not the raw user query; update assertion accordingly
- Split test-doc-examples CI job into a matrix over [python, node, cli, go]
  so each language runs in parallel; language-specific setup steps
  (Rust/CLI build, Node.js, Python client, TypeScript client) are
  conditional on matrix.language to avoid unnecessary work

* fix: spy on HindsightClient prototype to intercept all per-bank client instances

getClientForContext creates new HindsightClient instances per bank when
dynamicBankId is true, so vi.spyOn(c, 'recall') on the default client
never captured calls. Spy on HindsightClient.prototype instead so all
dynamically created bank clients are intercepted.
2026-03-06 09:01:56 +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
1e5aa7de4d
doc: add 0.4.16 release blog post and changelog (#502) 2026-03-05 18:29:55 +01:00