* 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
* 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
* 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
* 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
* 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
* 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>
When a new tenant schema is provisioned while retain/recall operations
are in-flight, run_migration() was calling synchronous migration
functions directly on the asyncio event loop. These functions execute
CREATE INDEX CONCURRENTLY, which waits for all active transactions to
commit. But in-flight asyncpg transactions cannot flush their COMMIT
because the event loop is blocked — deadlock.
Fix: wrap all four sync migration calls in asyncio.to_thread() so they
run in the thread pool, keeping the event loop free.
Reproduced with the unfixed code: test_retain_memory timed out with
httpx.ReadTimeout when run concurrently with test_create_tenant.
All 75 integration tests pass after the fix.
The retain outbox callback was passing context.tenant_id (raw UUID like
0f3ad4ec-8b88-...) instead of the PostgreSQL schema name (tenant_0f3ad4ec_...).
This caused the webhook manager to query a non-existent schema, triggering a
PostgreSQL error that silently aborted the entire retain transaction — rolling
back all inserted memory data with no clear indication of data loss.
Fixed both the async worker path (memory_engine.py) and sync HTTP path (http.py)
to use _current_schema.get() which holds the correct tenant-prefixed schema name.
Also changed fire_event_with_conn to re-raise exceptions instead of swallowing
them, since errors inside a caller's transaction poison it irreversibly.
* fix: resolve chunks for observation results via source_memory_ids
Observations have no direct chunk_id (they are synthesized from source
memories). When include_chunks=True and fact_type includes 'observation',
chunks were silently returned as None.
Fix collects source chunk_ids via a single JOIN on source_memory_ids,
using array_position to preserve observation rank order so observation
source chunks are interleaved at the correct position rather than
appended after all direct-fact chunks.
* fix: use correct run_consolidation method name in test
* perf: add GIN index on source_memory_ids for observation lookup
Addresses a 927x performance regression (45ms → 0.049ms) reported by a
user with ~77k observations. The array overlap operator (&&) on
source_memory_ids was doing a full sequential scan over all observations,
causing recall timeouts (57-64s) and slow user recall (18-27s avg).
The partial GIN index reduces consolidation recall from timeout to ~15s
and user recall to ~6s.
* fix: use pre-bounded memory_links for observation graph expansion
Replace raw unit_entities join in _expand_observations() with the same
memory_links entity graph used by non-observation fact types. The previous
approach joined unit_entities twice (seeds→entities→connected_sources),
which explodes at scale (30-70s at 100k observations). The LIMIT 500
workaround was non-deterministic and dropped valid results.
Using memory_links (pre-bounded to MAX_LINKS_PER_ENTITY=50 at retain time)
is algorithmically identical to the non-observation entity expansion and
keeps graph retrieval at ~2s p50 even at 100k observations.
Also fix migration down_revision (z1u2v3w4x5y6 → d2e3f4a5b6c7) and add
observation generation + fact-type filtering to the recall perf benchmark.
FastMCP 3.x replaced _tool_manager.get_tools() with a provider pattern
(LocalProvider._list_tools via _components). The existing wrapper on
_tool_manager.get_tools() silently failed (caught AttributeError) since
_tool_manager no longer exists in v3.
Now wraps FastMCP.list_tools() and FastMCP.get_tool() for v3, while
preserving the _tool_manager approach for v2 compatibility.
- Rename shadowed `max_retries` variable to `llm_max_retries` and move
config resolution outside the loop; the old code captured `range(2)`
then overwrote `max_retries` inside the loop, so comparisons used a
different value than the loop bound — causing `continue` on the final
iteration, exhausting the loop, and reaching `raise last_error` where
`last_error` was still None → TypeError
- Add fallback `raise RuntimeError(...)` after the retry loop so that if
`last_error` is None a descriptive error is raised instead of None
- Add unit tests covering non-dict JSON responses with various retry counts
* 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
* refactor: replace set_gemini_safety_settings() with LLMProvider.with_config()
Removes the fragile ContextVar-setter pattern where callers had to remember
to call set_gemini_safety_settings() at every operation entry point.
Instead, LLMProvider.with_config(resolved_config) returns a
ConfiguredLLMProvider wrapper that:
- injects per-bank settings (Gemini safety settings) on every call via
token-based ContextVar set/reset — properly scoped, no leakage
- proxies all attribute access to the underlying provider via __getattr__
- requires zero changes to LLMInterface or any provider implementations
Call sites (retain, reflect, consolidation) now pass
llm_config.with_config(resolved_config) to sub-components instead of
setting a global context var and hoping nothing else runs in between.
This pattern also composes naturally with a future per-bank provider
factory: callers always receive something with a .call() method.
* fix: pass messages/tools as kwargs in ConfiguredLLMProvider to preserve class-level patch compatibility
Replace the multi-round-trip while-loop in step 5.5 of recall_async with a
single WHERE chunk_id = ANY($1) query covering all candidate chunk IDs.
Token-budget accounting happens in Python after the single fetch.
Measured on a 97K-unit / 98M-link bank (budget=HIGH, include_chunks,
include_entities):
p50: 1.209s → 0.611s (−49%)
mean: 1.534s → 0.772s (−50%)
p95: 3.366s → 2.316s (−31%)
Also update recall_perf.py benchmark to use Budget.HIGH, include_chunks,
include_entities, and a realistic mixed fact_type distribution.
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
* feat: add OAuth extension hooks for MCP authentication
Add extension points in core that allow cloud extensions to support
OAuth 2.1 (RFC 9728 / RFC 7591) for MCP server authentication:
- HttpExtension.get_root_router() for well-known endpoint mounting
- AuthenticationError.headers for WWW-Authenticate propagation
- MCP middleware forwards auth error headers to clients
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* docs: document get_root_router and AuthenticationError.headers
Add documentation for the new extension points introduced in the
OAuth extension hooks commit.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* Remove OAuth-specific wording from extension docs
Make the AuthenticationError headers example generic instead of
OAuth-specific, since these are general-purpose extension hooks.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add Pydantic AI integration to CI, release pipeline, and docs
- Add test-pydantic-ai-integration job to CI (test.yml)
- Add build, publish, and artifact steps to release workflow (release.yml)
- Add hindsight-integrations/pydantic-ai to release.sh version bumping
- Add Pydantic AI documentation page (sdks/integrations/pydantic-ai.md)
- Add Pydantic AI entry to sidebar with icon
* docs: remove Requirements section from pydantic-ai integration page
* feat: add tags filtering and fix offset pagination docs for list documents API
- Add `tags` and `tags_match` query params to GET /banks/{bank_id}/documents
- Supports any, all, any_strict, all_strict matching modes (default: any_strict)
- Fix `q` param description — it's a case-insensitive substring match on document ID only
- Add tests for offset pagination and all tags_match modes
- Regenerate OpenAPI spec and Python/TypeScript/Go clients
- Document the new filtering options in docs/developer/api/documents.mdx
* fix(cli): pass new tags/tags_match args to list_documents
* 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
* feat: support timestamp="unset" to retain content without a date
When callers retain timeless content (e.g. fictional documents, static
reference material), passing timestamp="unset" now skips the utcnow()
default so mentioned_at is stored as NULL instead of an artificial date.
- HTTP: validate_timestamp recognises "unset" sentinel and threads it
through api_retain as event_date=None (key present, value None), which
the orchestrator distinguishes from key-absent (still defaults to now)
- Orchestrator: new branching logic separates "key absent" → utcnow()
from "key present but None" → no date
- types.py: RetainContent.event_date and ProcessedFact.mentioned_at are
now datetime | None; removed the unused _now_utc factory
- fact_extraction.py: all event_date params accept datetime | None;
_build_user_message emits "Event Date: Unknown" when None; removed
mentioned_at from the Fact LLM response model (LLM never sets it)
- embedding_processing: skip date suffix when fact_date is None
- entity_resolver: COALESCE(event_date, now()) for first_seen/last_seen
so entities table NOT NULL constraint is preserved
- link_utils: skip temporal linking for units without event_date
- Migration aa2b3c4d5e6f: DROP NOT NULL on memory_units.event_date
- Tests: test_retain_no_timestamp and test_retain_omit_timestamp_defaults_to_now
- Docs + OpenAPI + TypeScript client updated
* refactor: replace _TIMESTAMP_UNKNOWN sentinel with plain string comparison
The sentinel object() was only needed to distinguish "unset" from None
at the boundary — but since the field type is datetime | str | None,
"unset" can pass through the validator unchanged and be compared directly.
* chore: regenerate OpenAPI spec and clients after timestamp type change
timestamp field is now datetime | str | None to accept the "unset" sentinel value.
* fix(reflect): prevent context_length_exceeded on large memory banks (#457)
The reflect agent's agentic loop accumulated tool-call messages across
iterations with no upper bound on token count, causing
context_length_exceeded errors on banks with 19K+ nodes.
Changes:
- Add proactive token-budget guard: before each call_with_tools, count
accumulated message tokens via tiktoken; if >= max_context_tokens and
evidence has been gathered, immediately synthesize from what was found
- Detect context-overflow errors specifically (_is_context_overflow_error)
and skip the retry path — retrying after overflow only makes it worse
- Truncate context_history in build_final_prompt to a 60K-token budget
so the fallback synthesis prompt itself cannot overflow
- Add HINDSIGHT_API_REFLECT_MAX_CONTEXT_TOKENS config (default 100000)
wired through config.py → main.py → memory_engine → run_reflect_agent
- Tests: unit tests for helpers + mock-LLM behavior tests + an
end-to-end integration test using a real LLM with max_context_tokens=1
* fix(reflect): derive final prompt context budget from max_context_tokens
Replace the hardcoded _FINAL_PROMPT_CONTEXT_BUDGET (60K tokens) with
a fraction of max_context_tokens (80%), so the fallback synthesis prompt
automatically scales with whatever context window is configured.
* fix: resolve consolidation deadlock caused by zombie 'processing' tasks on retry
When a task failed and was rescheduled for retry, submit_task() only updated
task_payload without resetting status/worker_id/claimed_at. The task stayed
permanently in 'processing', blocking all future consolidation for that bank
via the NOT EXISTS guard in claim_batch().
Fix: remove the duplicate payload-based retry mechanism from execute_task().
Retryable failures now re-raise so the poller handles them via _retry_or_fail(),
which already correctly resets status='pending', worker_id=NULL, claimed_at=NULL
and uses the DB retry_count column as single source of truth.
Non-retryable tasks (file_convert_retain) continue to mark themselves failed
and return normally — no exception reaches the poller.
Tests: add regression tests for the retry path (status reset to pending) and
the max-retries exhaustion path (status set to failed).
* ci: re-trigger CI
* fix: zeroentropy rerank URL missing /v1 prefix and MCP routing tests
- Fix ZeroEntropy reranker URL: /models/rerank -> /v1/models/rerank (#453)
- Fix test_mcp_routing tests: update assertions to use submit_async_retain
instead of the non-existent async_processing=False/retain_batch_async pattern
* fix(openclaw): pass retainEveryNTurns through getPluginConfig and set it to 1 in tests
getPluginConfig was not forwarding retainEveryNTurns from the raw config,
so pluginConfig.retainEveryNTurns was always undefined (defaulting to 10).
The integration tests use retainEveryNTurns: 1 so retain fires every turn.
- Replace json.dumps(result) with result.model_dump_json() for Pydantic models to fix TypeError during consolidation
- Wrap record_llm_call tracing block in try/except so logging failures never propagate to retry handler
- Fix test_llm_provider.py to use _get_raw_config() for bank-configurable enable_observations field
* feat: add bank-scoped validation to engine methods and HTTP handlers
Add validate_bank_read/validate_bank_write hooks to all bank-scoped
engine methods so the operation validator can enforce per-bank API key
restrictions. Add OperationValidationError handling to HTTP handlers
and MCP tools to return proper 403 responses. Add allowed_bank_ids
field to RequestContext.
* Add OperationValidationError handling to mental model GET and DELETE endpoints
* 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
Instead of silently skipping HNSW index creation for embeddings > 2000
dimensions, raise a RuntimeError with an actionable message suggesting
pgvectorscale/DiskANN as an alternative.
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
PostgreSQLFileStorage was initialized once at startup with a static
schema value. Since get_current_schema() returns the default schema at
init time, multi-tenant requests always queried the wrong schema,
causing "relation file_storage does not exist" errors.
Replace static schema with schema_getter callable (same pattern used
by BrokerTaskBackend since #208) so the schema is resolved dynamically
per-request via contextvars.
DeepInfra rejects requests when encoding_format is null. LiteLLM sets
it to None by default, so we explicitly pass "float" — the only format
compatible with our list[list[float]] return type.
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
* 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
Add directives, memory browsing, documents, operations, tags, and bank
management tools to the MCP server. Expose previously hardcoded parameters
(budget, types, tags, response_schema, trigger) on retain, recall, reflect,
and mental model tools. Update docs for all new tools and parameters.
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
* 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
* feat: add reflect mode to LoComo benchmark and improve reflect agent
- Replace think mode with reflect mode in LoComo benchmark using reflect_async with Budget.HIGH
- Add --question-index CLI flag to run a single question by its index
- Track and display original question index in logs and visualizer
- Update visualizer to show reflect mode results
Reflect agent improvements:
- tool_recall: always fetch chunks (max_chunk_tokens=1000 min, non-optional)
- tool_search_observations: use include_source_facts=True instead of separate DB query
- Use model_dump() throughout to avoid manual error-prone dict conversion
- Enforce minimum 1000 tokens for max_tokens and max_chunk_tokens in _execute_tool
- Fix NoneType error when LLM passes null for mental_model_ids/observation_ids arrays
- Add non-conversational constraint to system prompt to prevent follow-up questions
- Fix recall_fn Callable type hint to include max_chunk_tokens parameter
- Fix main.py missing reranker_zeroentropy fields in HindsightConfig constructor
* fix: update tests for reflect tool API changes
- source_memory_ids -> source_fact_ids in test_search_observations (MemoryFact.model_dump() field name)
- Remove proof_count check (not in MemoryFact, was ObservationResult-specific)
- Remove max_results param from tool_recall call (no longer supported)
- Fix recall_result["count"] -> len(recall_result["memories"])
Change DEFAULT_ENABLE_BANK_CONFIG_API from false to true, update all docs,
error messages, and client docstrings to reflect the new default. Remove
explicit env var overrides in CI and tests that are no longer needed.
* Fix reflect based_on population and enforce full hierarchical retrieval
Problem 1: based_on field was incomplete
- search_observations results were never extracted into based_on, so
observations used by the agent were invisible to callers
- search_mental_models and get_mental_model used non-existent fields
(summary/description) instead of the actual content field, producing
empty text in based_on entries
- A duplicate unreachable elif block for search_mental_models was dead
code (the first identical condition always matched)
Problem 2: mental models could produce "I don't have information"
- When a bank has mental models, the agent's tool_choice forcing only
covered iteration 0 (search_mental_models). Iterations 1+ were auto,
allowing the LLM to short-circuit without ever searching observations
or raw facts. Combined with the LOW budget prompt encouraging speed,
this meant the agent would often stop after a single tool call.
- This created a self-reinforcing failure loop: if a mental model
refresh produced "I don't have information" (e.g. due to the agent
skipping recall), subsequent reflects would find that content and
trust it, never searching deeper.
Fix: extend forced tool_choice to cover the full hierarchical retrieval
path before allowing auto mode:
- With mental models: search_mental_models(0) → search_observations(1)
→ recall(2) → auto(3+)
- Without mental models: search_observations(0) → recall(1) → auto(2+)
This matches the retrieval strategy documented in the system prompt and
ensures all three knowledge levels are always consulted. The agent still
has 2-3 auto iterations (with LOW budget, max_iterations=5) for
additional searches or calling done().
* Add Umami analytics tracking to docs site
Add conditional Umami script injection to docusaurus.config.ts and pass
UMAMI_URL/UMAMI_WEBSITE_ID env vars in the GitHub Pages deploy workflow.
The tracking script only loads when both env vars are set.
Add ZeroEntropy as a reranker provider using their Rerank API
(https://docs.zeroentropy.dev/models). Supports zerank-2 (flagship)
and zerank-2-small models via direct HTTP API calls with httpx (no
additional SDK dependency required).
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
* Fix bank config API for multi-tenant schema isolation
- Use fq_table() in config_resolver.py to schema-qualify bank table queries
- Add authenticate_and_resolve_schema() to bank config API handlers in http.py
Without these fixes, bank config operations in multi-tenant mode hit
public.banks instead of tenant_xxx.banks, causing "column config does
not exist" errors.
* Fix method name: _authenticate_tenant not authenticate_and_resolve_schema
The MemoryEngine method is _authenticate_tenant(), not
authenticate_and_resolve_schema(). This was causing AttributeError
on all bank config API requests.
