Commit graph

78 commits

Author SHA1 Message Date
Nicolò Boschi
e5209b18b3
docs: add RERANKER_ZEROENTROPY_BASE_URL to configuration page (#779)
Document the new configurable base URL for the ZeroEntropy reranker
provider added in #766. Also fix a type error where RERANK_URL was
renamed to rerank_url but one usage was missed.
2026-03-30 17:51:04 +02:00
Nicolò Boschi
d8050387e4
fix(mcp): handle Claude Code GET probe and make stateless_http configurable (#757)
* fix(mcp): handle Claude Code GET probe and make stateless_http configurable (#751)

Claude Code v2.1.84+ sends a GET to /mcp/ before POST initialize,
which fails with 405 (stateless) or 400 (stateful). Intercept
sessionless GET requests in MCPMiddleware and return 200 OK so the
client proceeds to POST initialize.

Also make stateless_http configurable via HINDSIGHT_API_MCP_STATELESS
(default: false/stateful) instead of hardcoding true.

Closes #751

* docs: add HINDSIGHT_API_MCP_STATELESS to configuration reference
2026-03-30 12:15:06 +02:00
Nicolò Boschi
b32767caa8
feat: add max_observations_per_scope bank config (#729)
* feat: add max_observations_per_scope bank config

Adds a configurable limit on the number of observations per tag scope.
When the limit is reached, consolidation only updates/deletes existing
observations — no new ones are created. Enforcement is done via a
constrained Pydantic response model (max_length on creates list) so the
LLM structurally cannot exceed the limit, plus prompt guidance.

- Config: HINDSIGHT_API_MAX_OBSERVATIONS_PER_SCOPE (-1 = unlimited)
- Reorder action execution: deletes → updates → creates
- Dynamic _ConsolidationBatchResponse with max_length constraint
- Prompt CAPACITY CONSTRAINT section when near/at limit
- Observations with no tags skip the limit entirely
- Control plane UI field + docs

* fix: strengthen max_observations tests with mock LLM + defensive truncation

- Rewrite integration tests to use MockLLM with deterministic responses
  (one observation per fact) instead of relying on real LLM behavior
- Add defensive truncation in _consolidate_batch_with_llm as belt-and-
  suspenders — catches LLM providers that ignore JSON schema max_length
- Tests now assert exact counts, not just upper bounds
2026-03-30 10:29:56 +02:00
Chris Bartholomew
dffb87080f
fix(migrations): bypass PgBouncer for advisory locks via MIGRATION_DATABASE_URL (#726)
* fix(migrations): use HINDSIGHT_API_MIGRATION_DATABASE_URL when set

Session-level advisory locks are broken when the database URL goes
through PgBouncer in transaction mode: the backend connection is
returned to the pool on COMMIT, orphaning the lock, so multiple pods
can simultaneously run migrations for the same schema.

When HINDSIGHT_API_MIGRATION_DATABASE_URL is set, use it for both
the advisory lock connection and the Alembic run.  Callers should
point this at the direct PostgreSQL endpoint (bypassing the pooler)
so the session-level lock is held for the full migration duration.

* refactor(migrations): move MIGRATION_DATABASE_URL to standard config

Wire HINDSIGHT_API_MIGRATION_DATABASE_URL through HindsightConfig
instead of reading os.getenv() directly in migrations.py. Add the
field to the dataclass, from_env(), log_config(), all call sites,
.env.example, and the configuration docs page.

* fix: update test mocks for migration_database_url kwarg and regenerate docs skill

---------

Co-authored-by: Nicolò Boschi <boschi1997@gmail.com>
2026-03-27 16:01:38 +01:00
Nicolò Boschi
02b0f7799d
docs: add Volcano Engine as supported LLM provider (#715)
* docs: add Volcano Engine as supported LLM provider

Follow-up to #714. Add Volcano Engine (ByteDance) to the documentation:
- LLM providers grid component
- Provider list in configuration docs
- Provider example with base URL and default model
- Default model table in models page

* chore: regenerate docs skill references
2026-03-26 18:21:34 +01:00
Nicolò Boschi
9e5a066d26
feat: add 'none' LLM provider for chunk-only storage mode (#691)
Adds a proper 'none' provider option so users can run Hindsight as a
chunk store with semantic search but without any LLM dependency, replacing
the hacky workaround of setting provider to 'mock'.

When HINDSIGHT_API_LLM_PROVIDER=none:
- Retain automatically uses chunks mode (no fact extraction)
- Recall works normally (semantic search, BM25, graph retrieval)
- Reflect returns HTTP 400 with clear error message
- Consolidation/observations are disabled
- Mental model refresh returns HTTP 400
- No API key required
2026-03-25 18:01:20 +01:00
Nicolò Boschi
5095d5e36f
feat(reflect): make source facts in search_observations configurable (#688)
* feat(reflect): make source facts in search_observations configurable

The recent fix (#669) hardcoded include_source_facts=False in
search_observations to prevent context overflow. This makes it
configurable via HINDSIGHT_API_REFLECT_SOURCE_FACTS_MAX_TOKENS
(env/tenant/bank), defaulting to -1 (disabled).

- -1: source facts disabled (current behavior, default)
- 0: source facts enabled with no token limit
- >0: source facts enabled with a token budget

* docs: add reflect_source_facts_max_tokens to configuration reference

* fix: update configurable fields count in tests and regenerate docs skill
2026-03-25 17:54:49 +01:00
Nicolò Boschi
db70fdbe5e
feat: add LiteLLM LLM provider for Bedrock and 100+ providers (#679)
* feat: add LiteLLM LLM provider for Bedrock and 100+ providers

Add a new `litellm` LLM provider that uses the LiteLLM SDK for chat
completions and tool calling, enabling AWS Bedrock and 100+ other
providers for Hindsight's core engine (retain, recall, reflect).

- New LiteLLMLLM provider in engine/providers/litellm_llm.py
- Registered in factory, valid providers list, and no-api-key set
- Refactored API key validation to use requires_api_key() helper
- Added boto3 dependency for Bedrock auth
- Updated docs: configuration, models, monitoring, providers grid

* feat: add bedrock as first-class LLM provider alias

Add `bedrock` as a dedicated provider name that auto-prepends the
`bedrock/` prefix to model names and delegates to LiteLLMLLM under
the hood. This makes Bedrock support more discoverable — users set
`HINDSIGHT_API_LLM_PROVIDER=bedrock` with plain Bedrock model IDs.

* test: add Bedrock to CI provider tests

- Add bedrock/us.amazon.nova-lite-v1:0 to MODEL_MATRIX in test_llm_provider.py
- Add AWS credential check in should_skip_provider()
- Pass AWS_ACCESS_KEY_ID, AWS_SECRET_ACCESS_KEY, AWS_REGION_NAME secrets to test-api job
- Update default bedrock model to amazon.nova-2-lite-v1:0

* fix: regenerate docs skill files and bump memory test timeout

- Regenerate skills/hindsight-docs references after docs changes
- Bump test_llm_provider_memory_operations timeout to 600s for slower
  providers like Bedrock via LiteLLM

* test: skip bedrock lite models in memory operations test

Nova Lite has a 10K output token limit which is too low for fact
extraction (requires 64K). The api_methods test (completion, tools,
structured output) already validates the provider works correctly.

* test: use Nova Pro for bedrock CI tests to cover full memory pipeline

Nova Lite only supports 10K output tokens, too low for fact extraction.
Switch to Nova Pro which supports the full 64K output needed for
retain/reflect operations. This ensures bedrock is tested on all
Hindsight functionalities, not just basic API methods.

* test: switch bedrock CI to Nova 2 Lite (supports 64K output tokens)

Nova v1 models (Pro, Lite) have a 10K output token limit which is
too low for fact extraction. Nova 2 Lite supports 64K+ output tokens,
enabling full memory pipeline testing (retain + reflect).
2026-03-25 14:17:38 +01:00
Petr Plenkov
8ce06e3e7c
Add wall-clock timeout to reflect operations (#643)
* Initial plan

* feat: add wall-clock timeout to reflect operations (fixes vectorize-io/hindsight#642)

Add a configurable wall-clock timeout (default: 300s / 5 minutes) for
the entire reflect operation. This prevents reflect calls from hanging
for up to 40 minutes when LLM calls are slow or iteration counts are
high.

Changes:
- Add DEFAULT_REFLECT_WALL_TIMEOUT (300s) config constant
- Add HINDSIGHT_API_REFLECT_WALL_TIMEOUT env variable support
- Wrap run_reflect_agent() with asyncio.wait_for() in reflect_async()
- Return HTTP 504 on timeout in the reflect HTTP endpoint
- Add unit test for wall-clock timeout enforcement

Co-authored-by: ThePlenkov <6381507+ThePlenkov@users.noreply.github.com>
Agent-Logs-Url: https://github.com/ThePlenkov/hindsight/sessions/a123d68b-aca1-4040-8bba-8c4f0fab2e2c

* fix: address PR review findings (OpenAPI 504, docs, type hints, main.py TypeError, overlapping exceptions, lazy logging)

Co-authored-by: ThePlenkov <6381507+ThePlenkov@users.noreply.github.com>
Agent-Logs-Url: https://github.com/ThePlenkov/hindsight/sessions/dd574a88-53a3-4f9e-bba7-5a40b0eddb99

---------

Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com>
Co-authored-by: ThePlenkov <6381507+ThePlenkov@users.noreply.github.com>
2026-03-23 09:19:26 +01:00
Nicolò Boschi
c10c9c89e9
docs: add 0.4.19 release blog post, Agno and Hermes integration pages (#608) 2026-03-18 17:35:54 +01:00
Nicolò Boschi
e4f8a157c2
feat(retain): verbatim, chunks modes and named retain strategies (#593)
* feat(retain): add verbatim extraction mode

Adds retain_extraction_mode="verbatim" that stores each chunk as-is
without LLM summarization. The LLM still runs to extract entities,
temporal info, and location for full indexability — only the fact text
is replaced with the original chunk content (one memory per chunk).

Useful for RAG-style indexing and benchmarks where original text
must be preserved in memory.

- Add "verbatim" to RETAIN_EXTRACTION_MODES in config.py
- Add VERBATIM_FACT_EXTRACTION_PROMPT with instructions to preserve text
- Add _collapse_to_verbatim() post-processing to enforce 1 fact/chunk
- Expose in bank config UI dropdown with updated description
- Update configuration.md docs with verbatim mode description
- Add unit test for _collapse_to_verbatim and integration test via LLM
- Fix pre-existing main.py CLI override missing new reranker fields
- Fix pre-existing cross_encoder.py ty type error via setattr

* refactor(retain): verbatim mode skips 'what' field entirely

Instead of asking the LLM to echo the chunk text back into 'what' and
then discarding it, verbatim mode now uses a dedicated schema
(VerbatimExtractedFact) that omits the 'what' field altogether.
The LLM only returns metadata (entities, temporal info, location, who),
saving output tokens and avoiding any risk of paraphrasing before the
backfill.

- Add VerbatimExtractedFact / VerbatimFactExtractionResponse models
- Verbatim mode skips causal-relations section (nothing to relate causally)
- _extract_facts_from_chunk: allow missing 'what' in verbatim mode,
  set combined_text="" (backfilled by _collapse_to_verbatim)
- Update verbatim prompt to say DO NOT include 'what'

* feat(retain): add index_only extraction mode

Zero-LLM retain mode: chunks are stored as-is with no LLM call, no
entity extraction, and no temporal indexing. Embeddings still run for
semantic search. User-provided entities via RetainContent.entities
are the sole source of entity data.

Early return placed before the batch-API check so no LLM queue or
concurrency locks are acquired.

- Add "index_only" to RETAIN_EXTRACTION_MODES
- Add _extract_facts_index_only() with pure Python chunking path
- Add to UI dropdown and update description
- Update configuration.md with index_only docs and table entry
- Add unit test asserting zero token usage and exact text preservation

* feat(retain): add named retain strategies

Allows mixing extraction modes in a single bank via named strategies.
Each strategy is a set of hierarchical config overrides (extraction_mode,
chunk_size, entity_labels, entities_allow_free_form, etc.) applied on
top of the resolved bank config at retain time.

- retain_strategies: dict of strategy_name → config overrides (bank config)
- retain_default_strategy: default strategy when none specified (bank config)
- strategy field on /retain request: per-call override
- apply_strategy() in config_resolver applies overrides via dataclasses.replace()
- strategy propagates through retain_batch_async → _retain_batch_async_internal
  and through the async worker task payload
- Any hierarchical field is overridable per strategy, including entity_labels
  and entities_allow_free_form
- Docs updated with strategy configuration example and RRF fairness note
- Unit test for apply_strategy covering overrides, unknown strategy, and
  non-hierarchical field filtering

* feat(retain): add per-item strategy and strategy tests

- Add `strategy` field to `MemoryItem` so individual items in a retain
  request can override the request-level strategy
- Add `strategy` field to `FileRetainMetadata` for per-file strategy
  override in file retain requests
- Group memory items by effective strategy in `api_retain`; each group
  is processed as a separate batch, results are aggregated
- Thread strategy through `submit_async_file_retain` →
  `_handle_file_convert_retain` → retain task payload
- Add `operation_ids` to `RetainResponse` for async requests with
  mixed per-item strategies
- Add `test_strategy_overrides_extraction_mode_for_index_only`: unit
  test verifying a named strategy with index_only bypasses the LLM
- Add `test_retain_request_per_item_strategy_field`: unit test for
  per-item strategy grouping logic

* feat(ui): add retain strategies and default strategy to bank config UI

- Add StrategiesEditor component: per-strategy cards with name input and
  JSON overrides textarea; supports add/remove; validates JSON inline
- Add Default Strategy text input (retain_default_strategy)
- Update RetainEdits type and retainSlice() to include both new fields
- Regenerate OpenAPI spec (retain_strategies, retain_default_strategy,
  per-item strategy on MemoryItem/FileRetainMetadata, operation_ids on
  RetainResponse)

* refactor(ui): move retain strategies into its own dedicated config section

* feat(ui): improve retain strategies UX and add strategy to document dialog

- Strategy form now includes entity section (free form toggle + entity labels editor)
- Default strategy selector moved outside tab panel, above strategy chips
- Strategy tabs redesigned with underline indicator style for clarity
- Remove strategy confirms with AlertDialog
- Fix tab re-render bug when typing strategy name (skipSyncRef)
- Add strategy field to Add New Document dialog (text + per-file for uploads)
- File upload collapsible uses same Document/Tags/Source tabbed layout
- API: validate empty strategy names in config_resolver
- api.ts: add strategy field to retain and uploadFiles types

* fix: forward strategy through HTTP layer and SDK; add integration test

- route.ts: extract and forward `strategy` from request body to retainBatch
- TypeScript SDK: accept and forward `strategy` in retainBatch options and per-item
- config_resolver.py: validate empty strategy name keys on update
- bank-config-view.tsx: merge entity fields into RetainStrategyForm, redesign strategy tabs with underline style, add confirmation dialog for removal, fix tab-reset-on-typing with skipSyncRef, move default strategy selector outside panel
- bank-selector.tsx: add strategy field to Add Document dialog (per-file in tabbed collapsible)
- test_retain.py: add end-to-end integration test verifying named strategy application (index_only = 0 LLM tokens)

* fix: regenerate TypeScript client with strategy field in RetainRequest/MemoryItem

- Regenerate OpenAPI spec to include strategy field in RetainRequest and MemoryItem
- Regenerate TypeScript client from updated spec
- Add strategy to MemoryItemInput interface
- Remove (item as any) cast now that strategy is properly typed

* rename: index_only extraction mode → chunks

* remove top-level strategy from RetainRequest; strategy is per-item only

* fix(clients): update Go and Python generated clients with strategy/operation_ids fields

* fix(ci): update hierarchical field count, add strategy to Rust MemoryItem initializers

* fix(go-client): minimal targeted YAML updates for strategy/operation_ids fields
2026-03-17 18:08:25 +01:00
Nicolò Boschi
d2bfa84bca
docs: add config vars for local reranker FP16 and bucket batching (#589)
* docs: add config vars for local reranker FP16 and bucket batching (#588)

* fix: add missing reranker local fields to CLI config override and fix ty type error

- Add reranker_local_fp16, reranker_local_bucket_batching, reranker_local_batch_size
  to the manual HindsightConfig() constructor call in main.py (CLI override block)
- Replace direct module attribute assignment with setattr() in the transformers 5.x
  monkey-patch so ty can resolve it without raising unresolved-attribute
2026-03-16 17:35:09 +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
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
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
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
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
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
Nicolò Boschi
9b96becc5c
feat: entity labels — optional, free_values, multi_value, UI polish (#450)
* feat: entity labels

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

Completes the entity labels system:

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

* style: ruff format migration file

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

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

* style: ruff format agent.py

* fix(docs): update Go quickstart example to use NullableTimestamp for timestamp field
2026-03-02 13:05:25 +01:00
Nicolò Boschi
77defd96e9
fix(reflect): prevent context_length_exceeded on large memory banks (#462)
* 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.
2026-03-02 12:03:12 +01:00
Nicolò Boschi
9aaa78b9a6 fix: doc build 2026-02-26 18:01:56 +01:00
Nicolò Boschi
4b328a9cb3
feat: configure exposed mcp tools per bank (#439)
* feat: configure exposed mcp tools per bank

* fix: update configurable fields count to 11 after adding mcp_enabled_tools
2026-02-25 11:57:46 +01:00
Nicolò Boschi
0aa7c2b3a1
feat: batch observations consolidation (#430)
* feat: batch observations consolidation

* feat: batch observations consolidation

* docs: add CONSOLIDATION_LLM_BATCH_SIZE config flag documentation
2026-02-24 15:19:39 +01:00
Nicolò Boschi
4d030707ad
feat: enable bank config API by default (#426)
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.
2026-02-24 08:52:42 +01:00
Nicolò Boschi
2a32273226
feat: increase customization for reflect, retain and consolidation (#419) 2026-02-23 20:35:32 +01:00
Eliah Rusin
172596751f
feat: add ZeroEntropy reranker provider support (#420)
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>
2026-02-23 10:12:32 +01:00
Nicolò Boschi
278344b3b3
doc: improve api explanation (#415)
* doc: improve api explanation

* doc: improve api explanation

* doc: improve api explanation

* fix: add include_facts to reflect client, fix retain.sh temp files, fix main-methods based_on access

* fix: create report.pdf in working directory for retain.sh file upload examples
2026-02-20 17:02:01 +01:00
Nicolò Boschi
7eafba661e
feat: add iris as file parser (#395)
* feat: add iris as file parser

* fix
2026-02-18 14:09:56 +01:00
Nicolò Boschi
d06a0259cc
feat: improve ai sdk tools (#394) 2026-02-18 13:06:03 +01:00
Nicolò Boschi
224b7b74c1
feat: accept pdf, images and office files (#390)
* feat: accept pdf, images and office files

* refactor: rename FileConverter to FileParser, simplify file retain API

- Rename engine/converters/ → engine/parsers/, FileConverter → FileParser,
  ConverterRegistry → FileParserRegistry, MarkitdownConverter → MarkitdownParser
- Rename env var HINDSIGHT_API_FILE_CONVERTER → HINDSIGHT_API_FILE_PARSER
- Remove async/document_tags params from FileRetainRequest (always async now)
- Add retain_files() to Python Hindsight client and retainFiles() to TypeScript client
- Add sample.pdf to doc examples for working file upload demonstrations
- Update test_file_retain.py to use new parser names and always-async behavior
- Fix Go client missing os import in api_files.go
- Simplify postgresql.py storage to minimal schema

* fix: update rust CLI tests to use is_supported_file instead of is_text_file

* fix: patch Go api_files.go to add missing 'os' import after generation

* fix: insert 'os' import after 'net/url' in api_files.go patch for correct position

* chore: regenerate OpenAPI spec and clients (converter→parser description update)
2026-02-17 18:15:03 +01:00
Nicolò Boschi
476726c2a2
feat: support azure pg_diskann (#381) 2026-02-16 16:08:54 +01:00
Nicolò Boschi
95c4220477
feat: support for pgvectorscale (DiskANN) (#378)
* feat: support for pgvectorscale (DiskANN)

* feat: support for pgvectorscale (DiskANN)
2026-02-16 14:19:56 +01:00
Nicolò Boschi
40d42c58aa
feat: support Batch API for retain (openai/groq) (#365)
* feat: support Batch API for retain (openai/groq)

* api

* stop batch api if sync

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

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

* fix: restore retain_batch_tokens config that was accidentally removed during rebase
2026-02-16 13:31:50 +01:00
Nicolò Boschi
e408b7e072
feat: support litellm-sdk as reranker and embeddings (#357)
* feat: support litellm-sdk for reranker endpoint

* feat: support litellm-sdk for reranker endpoint

* fix: make litellm SDK cohere test fixture async function-scoped

* fix: store litellm module reference during initialization to avoid import issues

* feat: add LiteLLM SDK embeddings support

- Add LiteLLMSDKEmbeddings class for direct API access without proxy
- Support multiple providers: Cohere, OpenAI, Together AI, HuggingFace, Voyage AI
- Automatic dimension detection via test embedding
- Provider-specific API key mapping
- Batch processing support (configurable batch size)
- Comprehensive test coverage (17 unit tests)
- Update documentation with configuration examples

Implements embeddings in same PR as reranker per user request

* fix: correct config mocking in embeddings factory tests

- Mock get_config() from its source module (hindsight_api.config)
- Fixes factory tests that were returning LocalSTEmbeddings instead of LiteLLMSDKEmbeddings
- All 17 unit tests now passing

* fix: skip Cohere integration tests when API key is invalid

- Catch initialization errors and skip tests instead of failing
- Prevents CI failures when COHERE_API_KEY is set but invalid
- Integration tests now properly skip when authentication fails

* fix: skip Cohere reranker integration tests when API key is invalid

- Add same error handling as embeddings tests
- Prevents CI failures when COHERE_API_KEY is set but invalid
- Tests now properly skip when authentication fails

* Revert "fix: skip Cohere reranker integration tests when API key is invalid"

This reverts commit 655dacaffb25851ff48e202b4379fc8332a66df7.

* Revert "fix: skip Cohere integration tests when API key is invalid"

This reverts commit 5d00548e39faa3da6b427ace89589a216816f9e7.

* fix: pass API key directly to litellm SDK functions

- Add api_key parameter to arerank(), rerank(), aembedding(), and embedding() calls
- Prevents authentication issues in multi-process environments (pytest-xdist)
- More reliable than relying solely on environment variables
- Update test assertions to expect api_key parameter

* feat: pass api_base parameter to litellm SDK calls and remove hasattr check

* fix: raise errors instead of silently returning 0.0 scores

* refactor: pass API keys directly in kwargs instead of setting env vars
2026-02-12 23:53:12 +01:00
Nicolò Boschi
d871c3009d
feat: support timescale pg_textsearch as text search extension (#359)
* feat: support timescale pg_textsearch as text search extension

* refactor: deduplicate text search query in retrieve_semantic_bm25_combined

Instead of maintaining 3 complete query copies (native, vchord, pg_textsearch),
now we:
- Build backend-specific parts (score_expr, order_by, where_filter)
- Use a single query template with injected backend-specific parts

This makes maintenance easier - changes to the semantic CTE or overall structure
only need to be made once.
2026-02-12 17:38:13 +01:00
Nicolò Boschi
c029807add
feat: support for other text and vector search pg extensions (#355)
* feat: support for other text and vector search pg extensions

* test: increase timeout for test_batch_chunking_behavior to account for VectorChord BM25 tokenization overhead

* feat: support for other text and vector search pg extensions
2026-02-12 14:13:04 +01:00
Nicolò Boschi
8d731f2e5f
feat: implement hierarchical configuration (system, tenant, bank) (#329)
* feat: implement hierarchical configuration (system, tenant, bank)

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

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

* feat: add ENABLE_BANK_CONFIG_API flag (disabled by default)

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

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

* docs: add hierarchical configuration section

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

* refactor: remove LLM client pool and simplify config resolver

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

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

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

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

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

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

All 39 previously failing tests now pass.

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

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

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

All tests should now pass.

* fix: add missing config parameter to test_skip_podcast_meta_commentary

One more test was missing the config parameter for extract_facts_from_text().
2026-02-12 13:14:57 +01:00
Nicolò Boschi
93ddd41621
feat: add reverse proxy support (#346)
* feat: add reverse proxy support

* improve

* improve

* improve

* improve

* improve

* fix: update integration test to use modern 'docker compose' command

- Replace 'docker-compose' with 'docker compose' (Docker Compose v2+)
- Add fallback to legacy docker-compose command for compatibility
- Fixes test failures on systems using Docker Compose plugin

* ci: trigger test rerun

* fix: make docker-compose detection more robust for CI

- Add get_docker_compose_command() to detect available command
- Use shutil.which() to check command availability
- Dynamically use correct command (docker compose vs docker-compose)
- Should work in both modern and legacy Docker environments

* fix: docker-compose networking in base path integration test

Fix connection refused error in test_reverse_proxy_simple_config by
handling host vs bridge networking modes correctly:

- Linux (host mode): nginx listens on 18080 directly, no port mapping
- Mac/Windows (bridge mode): nginx listens on 80, mapped to 18080

With host networking, port mappings in docker-compose don't work since
the container binds directly to the host's network namespace.
2026-02-12 10:09:53 +01:00
Nicolò Boschi
60574ee08f
fix: add trust_code env config (#347)
* fix: add trust_code env config

* doc
2026-02-11 17:06:59 +01:00
Nicolò Boschi
7d95a002c7
fix: improve model configuration for litellm gateway (#345)
* fix: improve model configuration for litellm gateway

* fix: add missing config imports for Cohere and LiteLLM providers

Add missing DEFAULT_* and ENV_* constants to cross_encoder.py and embeddings.py imports:
- DEFAULT_RERANKER_COHERE_MODEL
- DEFAULT_LITELLM_API_BASE
- DEFAULT_RERANKER_LITELLM_MODEL
- DEFAULT_EMBEDDINGS_COHERE_MODEL
- DEFAULT_EMBEDDINGS_LITELLM_MODEL
- ENV_RERANKER_COHERE_MODEL

This fixes NameError failures in test-api, test-hindsight-all, and test-upgrade CI jobs.
2026-02-11 11:24:26 +01:00
Nicolò Boschi
69dec8ec34
feat: add otel traceability (#330)
* 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
2026-02-10 12:20:48 +01:00
Nicolò Boschi
539190b69e
feat: support for codex and claude-code as llm (#276)
* feat: support for codex and claude-code as llm

* Remove refactoring plan file

* Consolidate Anthropic tests into main LLM provider test suite

- Add Anthropic models (Sonnet, Opus, Haiku) to MODEL_MATRIX
- Remove separate test_anthropic_provider.py file
- All Anthropic models now tested with standard memory operations

* Add provider-specific default models

Each LLM provider now has a sensible default model that's used when
HINDSIGHT_API_LLM_MODEL is not explicitly set. This simplifies
configuration - users can specify just the provider and API key.

Changes:
- Add PROVIDER_DEFAULT_MODELS mapping in config.py
- Update config logic to use provider defaults for both global and
  per-operation LLM configs
- Add comprehensive tests for provider default model selection
- Document provider defaults in models.md

Example usage:
  export HINDSIGHT_API_LLM_PROVIDER=anthropic
  export HINDSIGHT_API_LLM_API_KEY=sk-ant-xxx
  # Automatically uses claude-sonnet-4-20250514

Provider defaults:
  - openai: gpt-5-mini
  - anthropic: claude-sonnet-4-20250514
  - gemini: gemini-2.5-flash
  - groq: openai/gpt-oss-120b
  - ollama: gemma3:12b
  - lmstudio: local-model
  - vertexai: gemini-2.0-flash-001
  - openai-codex: o3-mini
  - claude-code: claude-sonnet-4-20250514
  - mock: mock-model

* Update provider default models

- openai: gpt-5-mini -> o3-mini
- anthropic: claude-sonnet-4-20250514 -> claude-haiku-4-5-20251001
- openai-codex: o3-mini -> gpt-5.2-codex
- claude-code: claude-sonnet-4-20250514 -> claude-sonnet-4-5-20250929

Updated tests and documentation to reflect new defaults.

* Move OpenAI Codex and Claude Code setup to models.md

Moved detailed setup instructions for OpenAI Codex and Claude Code from
configuration.md to models.md where they better fit with model-specific
documentation.

Changes:
- Move "OpenAI Codex Setup" section from configuration.md to models.md
- Move "Claude Code Setup" section from configuration.md to models.md
- Add cross-reference tip in configuration.md pointing to models.md
- Update default model in Claude Code example to claude-sonnet-4-5-20250929
- Keep basic provider examples in configuration.md for quick reference

This makes the configuration.md page more focused on environment
variables while models.md contains provider-specific setup details.
2026-02-02 12:54:44 +01:00
Nicolò Boschi
f4f86e3842
fix: deadlock in worker polling (#250)
* fix: deadlock in worker polling

* fix: deadlock in worker polling

* fixes
2026-01-30 11:09:29 +01:00
Nicolò Boschi
381c96c093
fix: improve doc on vertexai and mcp (#247)
* fix: improve doc on vertexai and mcp

* fix
2026-01-30 09:41:48 +01:00
Nicolò Boschi
ab5e31f203
chore: remove dead code (#245)
* chore: remove dead code

* chore: remove extract_opinions from test and regenerate openapi

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

* chore: update generated files and apply formatting

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

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

The dead code removal eliminated support for the 'opinion' fact type,
but existing clients may still pass it. Instead of rejecting it with
a ValueError, silently filter it out before validation to maintain
backward compatibility.
2026-01-30 09:16:32 +01:00
Nicolò Boschi
c2ac7d0440
feat: support vertex as llm provider (#233)
* feat: support vertex as llm provider

* fix

* fix: add uv index-strategy to resolve dependency conflicts with pytorch index

When using pytorch index for faster torch downloads in CI,
filelock dependency resolution was failing because pytorch index
only has older versions. Adding unsafe-best-match strategy allows
uv to search all configured indexes.

Also fix type checking warnings from ty.

* fix: add index-strategy to root pyproject.toml for workspace-level uv resolution

* chore: regenerate client SDKs after Vertex AI support
2026-01-29 16:13:57 -05:00
Nicolò Boschi
3f211f0729
feat: add more config options for llm retries (#234) 2026-01-29 17:50:43 +01:00
Nicolò Boschi
b43ef98686
feat: consolidation performance benchmark and optimization (#227) 2026-01-29 11:24:15 +01:00