* docs: add best practice for filtering recall by memory shape (#856)
Add guidance on using entity labels with `tag: true` to deterministically
filter recall results when a bank contains different memory shapes
(e.g., concise rules vs. detailed procedures).
* feat: add OpenRouter support for LLM, embeddings, and reranking
OpenRouter is OpenAI-compatible for chat/embeddings and Cohere-compatible
for reranking, so no new provider classes are needed.
- LLM: added as OpenAICompatibleLLM provider (default model: qwen/qwen3.5-9b)
- Embeddings: reuses OpenAIEmbeddings with OpenRouter base URL (default: perplexity/pplx-embed-v1-0.6b)
- Reranker: reuses CohereCrossEncoder with OpenRouter rerank endpoint (default: cohere/rerank-v3.5)
- API key fallback chain: dedicated key → shared OPENROUTER_API_KEY → LLM_API_KEY
* chore: regenerate docs skill references and fix formatting
Extend format_facts_for_prompt() to include occurred_end and mentioned_at
temporal fields (when non-null), matching the MemoryFact model. Also add
RecallResponse.to_prompt_string() to Python and TypeScript client SDKs so
users can serialize recall results (with chunks and entity summaries) into
LLM-ready prompt strings.
Closes#924
* fix: make LiteLLM SDK embeddings encoding_format configurable (#925)
The hardcoded encoding_format='float' breaks providers like Voyage AI
(only accepts 'base64') and Gemini (doesn't support the parameter at all).
Add HINDSIGHT_API_EMBEDDINGS_LITELLM_SDK_ENCODING_FORMAT config option
that defaults to 'float' for backwards compatibility. Set to empty string
to omit the parameter for incompatible providers.
* chore: regenerate docs skill after configuration change
Some LLM providers (e.g. Anthropic Haiku) return 1-indexed
content_index values. When only one content item is provided,
this causes KeyError: 1 since the dict only has key 0.
Clamp content_index to the valid range instead of crashing.
Fixes#873
Co-authored-by: easonysliu <easonysliu@tencent.com>
* fix(recall): cap entity fanout in graph expansion to prevent slow queries
On large banks, the entity co-occurrence self-join in _expand_combined()
produces massive intermediate row counts when seeds reference high-fanout
entities (e.g. an entity with 25K+ mentions). This causes recall latency
to degrade significantly.
Changes:
- Replace unbounded entity self-join with LATERAL per-entity cap
(graph_per_entity_limit, default 200), reducing intermediate rows
from potentially millions to at most num_entities * 200
- Add ORDER BY unit_id DESC in LATERAL subquery for deterministic
recency-biased sampling (rides the PK index, no extra sort)
- Add timeout fallback (graph_expansion_timeout, default 10s) that
drops entity expansion and falls back to semantic+causal only
- Add composite index (entity_id, unit_id) on unit_entities for
index-only scans in the LATERAL subquery
- Merge 3 unmerged migration heads into one
- Fix recall_perf.py dotenv override issue
Unlike the approach in #895, this does NOT filter out hub entities
entirely — all entities are kept but capped equally, preserving
retrieval quality for queries about frequently-mentioned entities.
Benchmarked on a 67K-unit bank (top entity = 25K mentions):
- retrieval_graph: 0.337s → 0.055s (84% faster)
- end-to-end recall: 0.912s → 0.519s (43% faster)
* fix(tests): fix broken test_combined_scoring and test_reranking_proof_count
- test_combined_scoring: replace MagicMock(spec=RetrievalResult) with real
dataclass instances — MagicMock attributes returned nested mocks that
failed on >= comparisons with int
- test_reranking_proof_count: remove deleted `embedding` param from
RetrievalResult constructor, use None for occurred_start/end to get
neutral recency (datetime.now gave recency=1.0 which boosted scores)
* refactor: rename config to link_expansion_ prefix, fix observation fanout
- Rename GRAPH_PER_ENTITY_LIMIT → LINK_EXPANSION_PER_ENTITY_LIMIT and
GRAPH_EXPANSION_TIMEOUT → LINK_EXPANSION_TIMEOUT to follow the
convention that these are specific to the link_expansion graph retriever
- Apply the same LATERAL per-entity cap to _expand_observations(), which
had the same unbounded self-join through unit_entities
* style: fix formatting in config.py
* fix(mcp): validate UUID inputs at engine level and add sync_retain tool (#888)
- Add UUID validation in memory_engine for get_memory_unit, delete_memory_unit,
get_mental_model, delete_mental_model, get_mental_model_history (raises ValueError)
- Catch ValueError → 400 in HTTP route handlers
- Add sync_retain MCP tool that calls retain_batch_async directly for immediate
availability (no polling needed)
- Register sync_retain in _ALL_TOOLS, _SINGLE_BANK_TOOLS, UI MCP_TOOL_GROUPS
- Add code-review check for MCP tool registration completeness
* fix: remove UUID validation for mental model IDs (column is TEXT, not UUID)
Mental model IDs are TEXT columns that accept arbitrary string IDs
(e.g., 'team-communication-preferences'). UUID validation was incorrectly
added to get_mental_model, delete_mental_model, and get_mental_model_history.
* feat(recall): add proof_count boost to combined scoring
Observations with more supporting evidence now rank slightly higher
in recall results. proof_count is threaded through the retrieval
pipeline and applied as a multiplicative boost in reranking:
- types.py: add proof_count field to RetrievalResult
- retrieval.py: include proof_count in SELECT columns
- reranking.py: add log1p-normalized proof_count boost (alpha=0.1)
The boost uses the same multiplicative pattern as recency and temporal
signals. proof_count=1 is neutral, proof_count=50 gives ~+5% boost.
Non-observation fact types are unaffected (neutral 0.5).
* fix(retrieval): Apply proof_count boost to graph and temporal retrieval, normalize scaling
* fix(retrieval): correct proof_norm math to zero-center at count 1
* fix(retrieval): Apply proof_count boost to link_expansion retrieval
* fix: remove BFS zombie, clamp proof_norm to [0,1], fix test comment (log1p->math.log)
DateparserQueryAnalyzer.analyze() called dateparser.search.search_dates()
without any error handling, so internal bugs in the third-party library
propagated all the way up the search/consolidation pipeline and failed
the calling task.
Observed traceback:
File ".../engine/query_analyzer.py", line 140, in analyze
results = self._search_dates(query, settings=settings)
File ".../dateparser/search/search.py", line 294, in search_dates
"Dates": self.search.search_parse(...)
File ".../dateparser/search/search.py", line 168, in search_parse
translated, original = self.search(shortname, text, settings)
File ".../dateparser/languages/locale.py", line 224, in translate_search
[original_tokens[i], original_tokens[i + 1]],
IndexError: list index out of range
Wrap the call in a try/except so any parser failure is treated as
"no temporal constraint found" — the caller can then fall back to
non-temporal retrieval instead of erroring out the whole task. The
failure is logged at WARNING level so we still notice it.
Add a regression test that monkey-patches _search_dates to raise an
IndexError and asserts the analyzer returns an empty constraint and
emits a warning log.
* Fix AttributeError when event_date is None in fact_extraction
`_extract_facts_from_chunk` crashes with `'NoneType' object has no
attribute 'isoformat'` when retaining documents without a timestamp.
Two locations fixed:
- Line 1058: debug log called `event_date.isoformat()` without a None
check
- Line 921: `parse_datetime_flexible()` can return None, so re-check
before calling `.strftime()` / `.isoformat()`
Fixes#874
* Revert unnecessary None guard on line 921
The original `if event_date is not None:` already guards that block.
Only line 1058 needed the fix.
Mistral (and several other providers) reject 'max_completion_tokens' with a 422
because they haven't adopted the newer OpenAI parameter name. When the openai
provider is configured with a custom base_url (e.g. Mistral, Together AI),
fall back to the widely-supported 'max_tokens' parameter.
Native OpenAI (no custom base_url) and Groq still use 'max_completion_tokens'.
Fixes#852
* fix(ci): resolve all CI failures — unversioned integrations, test retries
- Move integration docs to separate unversioned docs plugin (docs-integrations/)
so new integrations don't need to be duplicated across versioned_docs
- Remove integration pages from versioned_docs (v0.3, v0.4) — sidebar
entries now use links instead of doc refs
- Add missing title/description SEO frontmatter to autogen.md
- Add retry logic (2 attempts) to test-doc-examples.sh for transient
LLM timeouts
- Add pytest-rerunfailures to test-api with --reruns 2 for flaky
Gemini-dependent integration tests
* ci: retrigger
* fix: graph entity inheritance, SyncTaskBackend error propagation, fact_type test regressions
- Fix observation entity inheritance in get_graph_data: the unit_entities
query only fetched entities for visible observation IDs, not their source
memory IDs, so the inheritance loop always found an empty entity_map
- Remove error swallowing in SyncTaskBackend._execute_task so test failures
surface instead of being silently logged
- Wrap remaining consolidation submission call sites with try/except since
consolidation is non-critical for those operations
- Fix test_sync_backend test to expect errors to propagate
- Remove fact_type=["world"] filter from test_document_upsert_behavior and
test_mentioned_at_from_context_string (same PR #848 regression)
- Remove flaky marker from consolidation test (now deterministic)
* feat(api): add bank template import/export endpoints
Add POST /banks/{bank_id}/import and GET /banks/{bank_id}/export
endpoints for declarative bank setup via JSON manifests.
A template manifest (version 1) can include bank config overrides
and mental model definitions. Import creates or updates mental
models matched by id, applies config as per-bank overrides, and
returns async operation IDs for content generation.
Export dumps a bank's explicit overrides and mental models as a
manifest that can be re-imported into another bank.
Includes control plane UI: bank creation dialog now accepts an
optional template JSON to pre-configure the bank on creation.
* docs: add Template Gallery page and bank templates reference
- Template Gallery (/templates) with search, category filter, manifest
preview modal with copy-to-clipboard
- 5 starter templates: Customer Support, Research Assistant, Personal
Journal, Code Review Buddy, Meeting Notes
- Bank Templates API reference doc (developer/api/bank-templates)
- Sidebar entry under API section
* docs: add Template Gallery links to navbar and sidebar
- Top navbar: "Templates" link between Integrations and Changelog
- Sidebar: "Template Gallery" in Resources section
* fix(docs): remove emoji icons, autofocus search, fix placeholder in template gallery
* docs: rename to Bank Templates, move to Resources sidebar only
* docs: add Bank Templates to Resources navbar dropdown
* feat(api): add directives to bank template import/export
- Add BankTemplateDirective model with name, content, priority, is_active, tags
- Import creates/updates directives matched by name
- Export includes all directives (active and inactive)
- Validation: duplicate names rejected, empty name/content caught
- Tests: 24 tests covering directives create/update, existing vs new
bank import, validation, export with directives, full round-trip
* docs: add directives to bank templates docs and sample templates
* feat(api): add JSON Schema endpoint for bank template validation
- GET /v1/default/bank-template-schema returns the JSON Schema
auto-generated from the Pydantic BankTemplateManifest model
- Static schema file at docs/static/bank-template-schema.json
- Docs updated with schema endpoint, static file link, and
validation examples (Python jsonschema, Node ajv-cli)
* feat(api): live schema validation on import, fix schema endpoint path
- Move schema endpoint to /v1/bank-template-schema (system-level, not per-bank)
- Import endpoint now accepts raw JSON and validates with Pydantic manually,
returning clean 400 errors instead of raw 422s for all validation failures
- All validation (schema + semantic) returns consistent 400 with detailed messages
* docs: add interactive JSON Schema viewer to Bank Templates page
Renders the Pydantic-generated schema as a collapsible property tree
with types, required badges, defaults, and descriptions. The schema
is imported from the static bank-template-schema.json file.
* ui: add template toggle switch and browse link to bank creation dialog
- Replace always-visible textarea with a switch toggle ("Import from template")
- Textarea only shows when switch is on, keeping the dialog clean by default
- Add "Browse templates" link pointing to hindsight.vectorize.io/templates
- Reset template state when switch is toggled off or dialog is cancelled
* ui: add empty state with Add Document CTA to data view
When a bank has 0 memories, the data view (all tabs: constellation,
graph, table, timeline) shows a centered empty state with a CTA
button that opens the Add Document dialog.
* docs: replace templates with Conversation and Coding Agent
Remove generic placeholder templates. Add two practical templates
based on actual integration patterns:
- Conversation: for chat agents (LiteLLM, LangGraph, Pydantic AI,
Vercel AI SDK). Tracks user preferences, open threads.
- Coding Agent: for Claude Code/Codex. Tracks technical decisions,
project context, developer preferences. High literalism.
* docs: rename gallery to Bank Templates Hub, keep API doc as Bank Templates
* docs: register layout-template and file-json icons in navbar and sidebar
* docs: register layout-template icon in DefaultNavbarItem for dropdown items
* docs: show integration icons on template cards
Templates now have an optional `integrations` field referencing
integration IDs from integrations.json. Icons are resolved at render
time and shown in the card header next to the category badge.
* docs: add Personal Assistant template for OpenClaw, Hermes, NemoClaw
* feat: add Export Template to bank actions + map all integrations to templates
- Add "Export Template" to the bank Actions dropdown — exports config,
mental models, and directives as JSON, copies to clipboard
- Add export API route and client method
- Map remaining integrations to templates: CrewAI, AG2, Agno, Strands,
LlamaIndex, local-mcp, skills → Conversation; hindclaw → Personal Assistant
* feat: add --template flag to LoCoMo benchmark + remove schema from Hub
- LoCoMo benchmark accepts --template <path> to apply a bank template
manifest (config, mental models, directives) before ingestion
- Template is applied per-bank in both single-phase and two-phase modes
- BenchmarkRunner.apply_template() reuses the same engine methods as
the /import API endpoint
- Remove Manifest Schema section from Bank Templates Hub page
(schema stays in the API reference doc)
* refactor: remove description field from bank template manifest
* docs: remove tags, fact_types, and directives from starter templates
* docs: remove reflect_mission and disposition fields from starter templates
* build: validate template manifests against JSON Schema during docs build
* cleanup: remove unused JsonSchemaViewer component
* docs: remove retain_extraction_mode from starter templates
* ui: enable word wrap in template manifest preview
* docs: add link to Bank Templates reference doc from Hub page
* docs: convert bank templates doc to mdx with multi-language code snippets
- Convert bank-templates.md to .mdx with Tabs/CodeSnippet components
- Add example files: bank-templates.py, .mjs, .sh, .go with doc markers
- Examples cover import, dry-run, export, round-trip, and schema
- Regenerate OpenAPI spec and all client SDKs (Python, TS, Rust, Go)
* fix: migration revision collision + use typed models in benchmark template
- Rename merge migration d6e7f8a9b0c1 -> d6e7f8a9b0c2 to resolve
revision ID collision with case_insensitive_entities_trgm_index
- Update a4b5c6d7e8f9 down_revision to point to the renamed migration
- Fix f-string lint in case_insensitive migration
- BenchmarkRunner.apply_template() now validates manifest through
BankTemplateManifest Pydantic model instead of raw dict access
- Remove redundant inline imports (json, Path already at module top)
* fix(docs): add missing Go tab to dry-run code snippet
* ci: retrigger
* fix: sync skills openapi.json + fix bankId null type error in export
- Copy updated openapi.json to skills/hindsight-docs/references/
- Add null guard for bankId in Export Template onClick handler
* fix: sync generated files (memory_engine formatting, docs skill references)
* cleanup: remove obsolete migration collision workaround
* fix(retain): preserve normalized experience fact types and remove deprecated opinion type
The ExtractedFactType conversion was re-checking for raw "assistant" fact_type
after the parsing layer had already normalized it to "experience". Since
fact_from_llm.fact_type was always "experience" (never "assistant"), the ternary
always fell through to "world", silently losing experience classification.
Also removes the deprecated "opinion" fact type from internal extraction models,
database constraints/indexes (via migration), and dead code paths. The public API
surface (descriptions, response models, backwards-compat filter) is unchanged.
* refactor(retain): drop unused confidence_score column
The confidence_score column was only ever non-null for opinion facts
(which are now removed). It was always written as NULL and never read
back from the database. Remove it from:
- DB model and migration (DROP COLUMN)
- INSERT queries in fact_storage.py
- retain_async/retain_batch_async parameters
- RetainContext/RetainResult extension models
- RetainBatch dataclass
* feat: add detail parameter to list/get mental models (#825)
Add a `detail` query parameter (metadata|content|full) to both list and get
mental model endpoints (HTTP + MCP) to control response size. This reduces
payload for agent boot flows and MCP clients where context budget is limited.
Closes#825
* fix: update Rust CLI for optional mental model fields
The generated Rust client now has content/source_query as Option<String>
after the detail parameter was added. Update CLI code to handle optionals.
DELETE /v1/default/banks/{id}/memories and the MCP clear_memories tool
were calling delete_bank() without distinguishing from the actual delete-bank
endpoint. When no fact_type filter was provided, the bank row itself was
deleted along with its memories.
Add a delete_bank_profile parameter to delete_bank() (default True) and
pass False from all clear-memories callers so the bank profile, disposition,
and background are preserved.
The 3-phase retain pipeline (914ba796) introduced several regressions:
1. **Per-content tags lost** — streaming pipeline used `contents[0].tags`
for ALL chunks, breaking tag-based visibility. Fixed by tracking
chunk-to-content mapping so each chunk uses its source content's tags.
2. **Multi-document batches broken** — batches with per-content
`document_id` values were merged into a single document. Fixed by
grouping by document_id and processing each group independently.
3. **Migration ID collision** — `d6e7f8a9b0c1` was used by both
`drop_documents_metadata` and `case_insensitive_entities_trgm_index`.
Renamed trgm migration to `e8f9a0b1c2d3`, fixed chain, added missing
schema prefix on DROP INDEX.
4. **Graph entity inheritance** — `get_graph_data` queried entities for
observation IDs only, but observations inherit entities from source
memories. Fixed by querying `all_relevant_ids`.
5. **Docstring false positives** — link_utils.py docstrings triggered
the SQL schema safety test's unqualified table reference check.
6. **Config test count** — `retain_chunk_batch_size` added to
`_CONFIGURABLE_FIELDS` without updating the test assertion.
* fix: resolve remaining Dependabot security alerts
- Regenerate package-lock.json so npm overrides take effect
(serialize-javascript, handlebars, path-to-regexp, brace-expansion)
- Upgrade Pygments 2.19.2 -> 2.20.0 in crewai and integration-tests
lockfiles (fixes ReDoS via GUID matching)
* fix: resolve duplicate alembic revision ID d6e7f8a9b0c1
Two migrations shared the same revision ID: the merge migration
(drop_documents_metadata_column) and the trigram index migration
(case_insensitive_entities_trgm_index). Assign a new unique ID
to the trigram migration and update the downstream dependency.
* chore: fix lint formatting for generated and existing files
* perf: 3-phase retain pipeline — fix deadlocks, cap temporal links, query-time entity expansion
Major retain pipeline overhaul addressing deadlocks, write amplification,
and TimeoutErrors. Restructures retain into three phases:
Phase 1: Entity resolution on separate connection (read-heavy)
Phase 2: Core write transaction (atomic) — facts, unit_entities, links
Phase 3: Best-effort display data (error-isolated) — entity viz links, stats
Key changes:
- Sorted bulk INSERT FROM unnest() prevents deadlocks
- Temporal links capped to top-20 per unit (95% reduction)
- Batched semantic ANN via temp table + LATERAL
- Query-time entity expansion via unit_entities self-join
- Entity viz links moved to Phase 3 (post-transaction)
- HINDSIGHT_API_RETAIN_MAX_CONCURRENT config (default: 32)
* fix: increase semantic link top_k from 5 to 20
The hardcoded top_k=5 was artificially limiting semantic link creation.
Link expansion retrieval can consume up to budget (50-200) semantic
neighbors per seed set, but each fact only had 5 outgoing edges — making
the bidirectional graph very sparse.
Increasing to 20 gives retrieval 4x more edges to work with. The ANN
probe cost is unchanged (same HNSW traversal per fact, just returning
more rows). INSERT cost is negligible (~14k rows via bulk INSERT).
Also: all 18 TimeoutErrors in the latest benchmark (beam-1m-u20) were
from Gemini LLM calls, zero from the database — confirming the entity
resolution split eliminated DB timeouts entirely.
* perf: move semantic ANN search to Phase 1 to avoid transaction timeouts
The batched LATERAL ANN query (700 HNSW probes) was the last remaining
source of DB TimeoutErrors — all 29 in the latest benchmark were from
create_semantic_links_batch inside the Phase 2 write transaction.
Split semantic link creation into three phases:
- Phase 1 (separate conn, autocommit): ANN search via temp table + LATERAL.
No transaction locks, no contention with concurrent writers.
- Phase 2 (write transaction): within-batch numpy similarities (instant) +
INSERT of both within-batch and Phase 1 ANN results. No DB reads.
- Phase 3 (flush_pending_stats): future hook point for re-checking ANN
results after commit to catch links missed by concurrent batches.
Also adds 7 unit tests for compute_semantic_links_within_batch covering
empty input, identical/orthogonal embeddings, threshold filtering, top_k
cap, and tuple structure validation.
* fix: handle placeholder unit_ids in Phase 1 ANN search (not valid UUIDs)
* test: add Phase 1 ANN cross-batch test + configurable test PG port
- New test_semantic_links_phase1_ann_cross_batch verifies that the Phase 1
ANN search with placeholder unit IDs correctly creates cross-batch
semantic links after remapping to real IDs.
- Test PG port now configurable via HINDSIGHT_TEST_PG_PORT env var
(default: 5556) to avoid conflicts with running benchmark daemons.
* perf: remove retry_with_backoff from retain, set semaphore default to 4
Remove retry_with_backoff from _run_db_work and _run_delta_db_work:
- Deadlocks are prevented by sorted bulk INSERT (no need for retry)
- Transient timeouts are handled by the worker poller's task-level retry
(3 attempts, 60s spacing) which is better than rapid internal retries
that amplify I/O pressure during contention storms
Set HINDSIGHT_API_RETAIN_MAX_CONCURRENT default from 32 to 4:
- The semaphore gates Phase 1 (ANN + entity resolution) + Phase 2 (writes)
- At 4 concurrent, HNSW index I/O is manageable; at 10+ concurrent the
probes saturate disk and cause cascading timeouts
- LLM extraction still runs at full parallelism (semaphore acquired after)
* fix: add fact_type filter to Phase 1 ANN query to use per-bank HNSW indexes
The LATERAL ANN query was falling back to sequential scan + sort (90ms/probe)
because the per-bank HNSW indexes are partial indexes filtered on fact_type.
Without fact_type in the WHERE clause, PostgreSQL couldn't use them.
Fix: iterate over ('world', 'experience') and run one HNSW-indexed ANN per
type. EXPLAIN shows 8ms/probe (was 90ms) — 11x faster.
700 probes × 8ms × 2 types = ~11s total (was ~63s via seq scan).
* fix: scope temporal links by fact_type + add integration tests
Temporal links now filter by fact_type in the LATERAL query — world facts
only link to world facts, experience to experience. This matches how
retrieval filters results and avoids wasted cross-type link rows.
New integration tests:
- test_semantic_ann_uses_hnsw_index: verifies Phase 1 ANN creates
cross-batch semantic links (tests fact_type filter + placeholder remap)
- test_temporal_links_scoped_by_fact_type: verifies world facts get
temporal links to other world facts but NOT to experience facts
* fix: tolerate individual chunk LLM failures instead of failing entire batch
Changed asyncio.gather(*tasks) to asyncio.gather(*tasks, return_exceptions=True)
in both chunk-level and content-level fact extraction. A single chunk timeout
(e.g., Gemini >90s) no longer discards all other successfully extracted facts.
For a 50MB document with 17k chunks, even a 2% chunk failure rate previously
caused 0 completions (entire batch discarded). Now 16,700 facts are extracted
and only the 300 failed chunks are skipped with a warning log.
* fix: batch temporal LATERAL query for large documents (16k+ chunks)
The LATERAL query for temporal links passed all unit_ids at once into
unnest(), causing PostgreSQL timeouts on documents with 16k+ chunks.
Split into batches of 500 units per query to keep each under the
command_timeout.
Also identified: HNSW index creation on shared pg0 instances with
50k+ existing units exceeds the 60s command_timeout. This is a
test infrastructure issue (shared pg0 accumulates data) but also
affects production when creating new banks on large instances.
* feat: streaming chunk batching for large documents (RETAIN_CHUNK_BATCH_SIZE)
Process chunks in mini-batches of N (default 500), committing each batch
to the DB before starting the next. This prevents OOM kills on large
documents (50MB / 17k+ chunks) by keeping only ~500 facts + embeddings
in memory at a time instead of 50k+.
Each mini-batch goes through the full Phase 1 → 2 → 3 pipeline
independently, sharing the same document_id. On recovery (process dies
mid-way), delta retain detects already-committed chunks via content_hash
and skips them — only remaining chunks get re-extracted.
Config: HINDSIGHT_API_RETAIN_CHUNK_BATCH_SIZE (default: 500, 0 to disable)
Per-bank configurable via the hierarchical config system.
Tests:
- test_streaming_chunk_batching_produces_same_facts
- test_streaming_chunk_batching_recovery (delta retain skips committed chunks)
- test_streaming_disabled_for_small_docs
* perf(retain): producer-consumer pipeline + deferred semantic ANN
Replace the sequential streaming loop with a producer-consumer pipeline:
- LLM producer fires concurrent chunk extractions (semaphore-bounded)
- DB consumer drains queue in batches, runs Phase 1+2+3 per batch
- LLM and DB work overlap instead of running sequentially
Defer semantic links to a single final ANN pass after all batches commit:
- Remove within-batch semantic links from Phase 2 (was 2.6s/batch)
- Run parallel ANN (4 connections) after all facts committed
- top_k reduced from 50 to 20 (recall uses at most 20 neighbors)
- Recovery via operation result_metadata checkpoint
Additional optimizations:
- skip_exists_check on temporal/causal link INSERT (saves ~0.5s/batch)
- WHERE EXISTS guard on semantic link INSERT (handles document upsert)
- timeout=300s on ANN queries and bulk INSERT for large banks
- Demote [ANN] debug logs to logger.debug()
- Fix docstring typos (agent_id → bank_id)
- Fix content_index remapping in producer-consumer batches
- Fix delta retain passing contents vs delta_contents
50MB benchmark (mock LLM): 9.2 min (was 23 min) — 2.5x faster.
BEAM 10m benchmark: zero deadlocks, zero DB errors.
* refactor(retain): remove legacy fallback code paths
- Remove process_entities_batch (legacy single-connection entity processing)
- Remove extract_entities_batch_optimized (only caller was the above)
- Remove fallback entity processing inside Phase 2 transaction
- Remove legacy ANN inline fallback in create_semantic_links_batch
- Remove fallback entity_links direct-insert path in Phase 3
- Make resolved_entity_ids/entity_to_unit/unit_to_entity_ids required params
* refactor(retain): replace tuple returns with dataclasses, remove dead code
- Add EntityResolutionResult and Phase1Result dataclasses in types.py
- Replace 4-tuple return from _pre_resolve_phase1 with Phase1Result
- Remove dead `entity_links = []` variables in retain_batch and _try_delta_retain
- Remove unused `confidence_score` parameter from orchestrator.retain_batch
and _retain_batch_async_internal (was accepted but never used)
* fix(entity-resolver): remove LIKE full-scan fallbacks, use index-only trigram matching
The entity resolution query had LIKE '%...' substring conditions that bypassed
the GIN trigram index, causing full sequential scans of the entities table.
On banks with 10k+ entities, this caused TimeoutErrors (observed in BEAM 10m).
Changes:
- Remove LIKE fallbacks, use trigram % operator only (GIN index-based)
- Lower similarity threshold from 0.3 to 0.15 to catch substring relationships
- Use LOWER() on both sides for case-insensitive matching
- Migration: recreate GIN trigram index on LOWER(canonical_name)
* fix: remove schema prefix from index names in trigram migration
* fix(delta-retain): use same chunk_size as streaming path (3000 vs 120000)
_chunk_contents_for_delta defaulted to chunk_size=120000 while the streaming
path used 3000. On retry, delta re-chunked the document with different
boundaries, found 0 matching chunks, and fell through to full re-extraction.
This wasted all LLM calls on already-committed chunks.
Fix: use the same default (3000) so chunk hashes match on recovery.
* fix(retain): persist generated document_id in operation metadata for retry recovery
When no document_id is provided, retain generates a UUID. On retry, a new UUID
was generated, making delta retain and streaming chunk-hash recovery unable to
find previously committed chunks. All LLM extraction was wasted on retry.
Fix: resolve document_id early in retain_batch (before delta), persist it to
operation result_metadata, and recover it on retry. Both delta and streaming
paths now see the same document_id across attempts.
* refactor(retain): unify into single streaming pipeline, remove non-streaming path
All retains now go through the producer-consumer streaming pipeline,
regardless of document size. Small documents are processed as a single batch.
This eliminates the maintenance burden of two separate code paths.
Also fix document upsert: compare content hash to distinguish recovery
(same content, partially committed) from update (different content, needs
cascade-delete). Previously, existing chunks always triggered recovery mode.
* refactor(retain): remove dead code, replace raw dicts with Phase3Context dataclass
- Remove dead _handle_zero_facts_documents (no callers after path unification)
- Remove unused imports: defaultdict, EntityLink
- Replace raw dict phase3_context with typed Phase3Context dataclass
- Update _build_and_insert_entity_links_phase3 to use typed parameter
Rewrite consolidation prompt rules to produce clean, single-facet observations:
- One observation per distinct facet (count, named entity, relationship)
- Match updates by entity/facet, not topic similarity
- No computation — never infer/calculate values not explicitly stated
- Cascade state changes to all affected observations
- Preserve event history (sold, died, moved) — conservative deletes
- Include dates on state changes when available
- Keep observations concise — no cross-facet narrative bloat
Add test_horse_observations.py exercising a realistic sequence of retain
operations (farm with horses being named, sold, dying) and verifying that
observations track history correctly and mental models can synthesize them.
Remove the BFS spreading activation and MPFP (Multi-Path Fact Propagation)
graph retrieval strategies, leaving link_expansion as the sole graph
retrieval algorithm. Rename MPFPTimings to GraphRetrievalTimings and
mpfp_timings field to graph_timings since the timing struct is used by
LinkExpansionRetriever.
Deleted:
- hindsight-api-slim/hindsight_api/engine/search/mpfp_retrieval.py
- hindsight-api-slim/tests/test_mpfp_retrieval.py
Removed config: HINDSIGHT_API_MPFP_TOP_K_NEIGHBORS
* fix(db): respect vector extension config in per-bank index migration
Migration d5e6f7a8b9c0 hardcoded HNSW when creating per-bank partial
vector indexes, ignoring HINDSIGHT_API_VECTOR_EXTENSION. This caused
banks migrated from pre-v0.4.18 to get HNSW indexes even when
pgvectorscale (DiskANN) or vchord was configured.
- Fix the original migration to read the vector extension config
- Add migration a4b5c6d7e8f9 to detect and recreate mismatched indexes
(skipped entirely when extension is pgvector, since those are correct)
* chore: regenerate openapi.json for v0.4.22 version bump
Add a new "Constellation" memory visualization as the default view in the
control plane, powered by @chenglou/pretext for DOM-free text layout on canvas.
- Canvas-rendered zoomable/pannable memory map with spatial label deconfliction
- Nodes colored by link-count heat gradient (Hindsight brand teal→cyan→blue)
- Star-like rendering with varied size/opacity based on connectivity
- Hover shows rich tooltip with full memory metadata (text, entities, tags, dates)
- Hover highlights connected nodes and their links, dims the rest
- Click to select and view memory details in the side panel
- Fullscreen mode toggle
- Link type legend and heat gradient legend on the HUD
Also optimizes the graph API endpoint:
- Entity query now filters by visible unit IDs (was doing full table scan)
- Links query caps at 10k edges sorted by weight (was returning 500k+ uncapped)
- Replaced expensive DISTINCT ON with LEAST/GREATEST sort with simple ORDER BY
When a mental model has tags, refresh_mental_model hardcoded
tags_match="all_strict", causing empty results when most memories
are untagged. Add configurable tags_match and tag_groups fields
to MentalModelTrigger so users can control refresh filtering.
- Add tags_match (any/all/any_strict/all_strict) to override default
- Add tag_groups for compound boolean tag expressions during refresh
- Default behavior unchanged (all_strict when tags present)
- Update both refresh paths (task-based and direct)
- Add UI controls in Create/Update mental model dialogs
- Regenerate OpenAPI spec and client SDKs
CI failures are unrelated to this PR:
- test_mental_models_dimension_change_empty_table: database OID error (infrastructure flake)
- test_reflect_searches_mental_models_when_available: LLM-dependent assertion (flaky)
When using Azure AI Foundry Cohere rerank endpoints, the Cohere SDK
incorrectly appends /v1/rerank to the base_url, but Azure endpoints
already include the full path (e.g., /models/.../invoke). This causes
double-pathing and 404 errors.
This commit modifies CohereCrossEncoder to detect when base_url is
provided and use httpx directly for custom endpoints, while keeping
the native Cohere SDK for standard API usage. The Azure Cohere API
response format is compatible with the native format.
Fixes#783
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
Enable passing arbitrary extra_body parameters to OpenAI-compatible API
calls via a JSON-encoded env var. This supports custom model servers
(e.g. vLLM) that need parameters like chat_template_kwargs to control
thinking mode.
Co-authored-by: EMIRHAN GAZI <emirhan.gazi+tcell@turkcell.com.tr>
* feat: add optional LiteLLM SDK embedding output dimensions
Allow configuring an optional output dimension for litellm-sdk embeddings and pass it through only when set, while preserving default behavior.
Made-with: Cursor
* test: assert wrapped init error for invalid dimensions
Add a LiteLLM SDK embeddings test that verifies invalid OpenAI dimensions fail during initialize() and preserve provider error details in the wrapped RuntimeError.
Made-with: Cursor
* feat: expose document_metadata in API and control plane
Add document_metadata (sourced from retain_params.metadata) to both
list and get document endpoints. Display it in the control plane
documents table and detail panel. Drop the unused metadata column
from the documents table (was always stored as empty {}).
* fix: code review fixes for document_metadata feature
- Remove unnecessary `import json as _json` (json already imported at module level)
- Simplify redundant truthiness checks in retain_params parsing
- Regenerate OpenAPI spec and client SDKs (Python, TypeScript, Go)
- Add tests for document_metadata in get_document and list_documents
* feat(ui): improve documents table and detail panel
- Relative timestamps with full date on hover
- Remove context column from table
- Metadata shown as k=v badges (blue, like tags)
- Size in bytes instead of chars
- Document IDs wrap instead of truncating
- Detail panel wider (560px)
- Retain params: context, event_date, metadata badges
* fix(engine): classify first-person agent experiences as 'experience' fact type
The extraction prompt defined "assistant" too narrowly as only "interactions
with assistant (requests, recommendations)", causing the LLM to classify
first-person agent actions (code changes, debugging, discoveries) as "world".
Broadened the fact_type definition in the prompt and Pydantic model descriptions
to cover all first-person actions, experiences, and observations by the speaker.
* style: fix line length in fact_extraction.py
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.
create_bank_hnsw_indexes() hardcoded USING hnsw regardless of the configured
vector extension, causing "column cannot have more than 2000 dimensions for
hnsw index" when using pgvectorscale or vchord with high-dimensional embeddings.
Now reads get_config().vector_extension and uses the appropriate index type:
- pgvector → USING hnsw
- pgvectorscale → USING diskann
- vchord → USING vchordrq
Closes#738
Verbose mode was the only extraction mode that skipped injecting the
retain_mission FOCUS section into its prompt template. Users who set a
retain_mission got no filtering when using verbose mode.
A 429 usage_limit_reached response during verify_connection() caused the
server to refuse to start entirely. Quota exhaustion is not a configuration
error — the server should start and serve retain/recall requests normally,
it just can't make LLM calls until the quota resets.
Co-authored-by: Marco Rutsch <marco@rutimka.de>
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
* fix: parse query params from base_url in OpenAI embeddings client
The OpenAI-compatible LLM provider already parses query parameters
(e.g. ?api-version=xxx for Azure OpenAI) from the base_url and passes
them as default_query to the OpenAI client. However, the OpenAI
embeddings provider did not do this, causing Azure OpenAI embeddings
to fail with 404 errors at runtime.
This applies the same URL parsing logic from the LLM provider to the
embeddings provider, enabling Azure OpenAI embeddings to work correctly.
* ci: add workflow to build fork Docker image
* ci: add slim image build (no local models)
* ci: remove fork build workflow per review request
---------
Co-authored-by: Antoine Khater <ak@ptgroup.eu>
* fix(claude-code): implement tool_choice support for forced tool calls
The call_with_tools() method now properly handles the tool_choice parameter
to force specific tool calls. Previously, the parameter was accepted but ignored,
causing the reflect agent to fail when trying to force specific tools on each
iteration.
Fixes#732
Changes:
- When tool_choice forces a specific function: filter allowed_tools to only
that tool (with mcp prefix) and add a strong system prompt instruction
- When tool_choice is 'required': add instruction that model must call at
least one tool
- When tool_choice is 'none': clear allowed_tools and mcp_servers to disable
all tools
- When tool_choice is 'auto' (default): no change (existing behavior)
This matches the approach used in the OpenAI provider while adapting to the
Claude Agent SDK's lack of native tool_choice parameter by using allowed_tools
filtering and system prompt instructions.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* style: fix ruff formatting in alembic migration
---------
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
* 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
The stats endpoint JOINs memory_links to memory_units just to filter
by bank_id. With 8.2M+ links per bank this takes 18+ seconds, and
the control plane polls every 10s — perpetually blocking the server.
Add bank_id column directly to memory_links so the query can filter
on ml.bank_id instead of mu.bank_id, letting Postgres push the filter
down before the JOIN.
- Migration: add bank_id TEXT NOT NULL, backfill from memory_units
- All 4 INSERT paths (temporal, semantic, entity, causal) now write bank_id
- Stats query filters on ml.bank_id instead of mu.bank_id
* 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>
Port fixes from #461 (claude_code_llm) to codex_llm:
- 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
Co-authored-by: Marco Rutsch <marco@rutimka.de>
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: add audit log for feature usage tracking
Add full auditability for all mutating and core API operations across
HTTP, MCP, and system (worker) transports. Audit entries record raw
request/response as JSONB, timing (started_at/ended_at), action, and
transport type.
Backend:
- New audit_log table with JSONB columns for expandability without
future migrations (merge migration of 3 existing heads)
- AuditLogger with fire-and-forget writes via asyncio.create_task
- @audited decorator on 28 HTTP route handlers
- MCP tool audit wrapping for 16 auditable tools
- Worker task execution wrapped with audit_context
- List endpoint with action, transport, date range filters + pagination
- Stats endpoint with per-day counts for charting
- Configurable retention sweep (concurrent-safe DELETE)
Config (env-only, static):
- HINDSIGHT_API_AUDIT_LOG_ENABLED (default: false)
- HINDSIGHT_API_AUDIT_LOG_ACTIONS (comma-separated allowlist, empty=all)
- HINDSIGHT_API_AUDIT_LOG_RETENTION_DAYS (default: -1, keep forever)
Control Plane:
- New "Audit Logs" tab on bank configuration page
- Line chart showing request volume (today/7d/30d) with action filter
- Filterable table with action, transport, date range filters
- Paginated list with detail dialog showing raw request/response JSON
Tests:
- 13 tests covering list, filters, pagination, stats, disabled mode,
action allowlist, and ordering
* fix: split 3-way merge migration into two 2-way merges
Alembic doesn't support 3-parent merge migrations. Split into a no-op
merge of 2 heads (b1c2d3e4f5g6) followed by the audit_log table
migration merging the third head.
* fix: correct merge migration to merge actual 2 heads
The original analysis incorrectly identified 3 heads. There were only 2
(a3b4c5d6e7f8 and c8e5f2a3b4d1). Remove the unnecessary intermediate
merge migration and fix the audit_log migration to merge these 2 heads.
* fix: use 'heads' instead of 'head' in migration runner
Alembic's upgrade('head') fails when multiple heads exist (e.g. from
namespace package overlaps between hindsight-api and hindsight-api-slim).
Using 'heads' (plural) handles this gracefully by upgrading all branches.
* chore: regenerate OpenAPI spec with audit log endpoints
* chore: regenerate TypeScript client and docs skill OpenAPI spec
Python and Go clients still need regeneration (requires Docker).
* chore: regenerate all client SDKs (Python, Go, TypeScript)
Adds generated audit log API clients for Python (audit_api.py),
Go (api_audit.go), and TypeScript client type updates.
- Add 'ark' and 'volcano' as valid LLM providers (both are aliases for Volcano Engine)
- Set default model to 'doubao-pro-32k' for both providers
- Add them to OpenAICompatibleLLM provider list
- Exclude from json_object response format support
Co-authored-by: yishun.eason <yishun.eason@bytedance.com>
* docs(python-client): improve pydoc strings for async-first usage and low-level API access
- Class docstring now clearly documents async-first pattern: a* methods
preferred, sync wrappers for scripts/REPLs only
- Every sync method docstring points to its async counterpart
- Every async method docstring says "preferred"
- Expose 10 low-level API properties (documents, entities, operations,
webhooks, monitoring, etc.) so agents/users can discover the full API
surface without guessing at _-prefixed internals
- Add missing API parameters: tag_groups (recall/reflect), fact_types,
exclude_mental_models, exclude_mental_model_ids (reflect),
observation_scopes/strategy (retain items), background (create_bank)
- Fix areflect missing include_facts param that sync reflect already had
- Sync recall/reflect now delegate to async counterparts (no logic duplication)
* style(retain): format long function call arguments one-per-line
* feat(retain): delta retain — skip LLM re-extraction for unchanged chunks on upsert
When upserting a document (same document_id), instead of deleting all
facts and re-extracting from scratch, compare chunk content hashes
and only process changed/new chunks. Unchanged chunks keep their
existing facts, entities, and links.
- Add content_hash column to chunks table (migration b3c4d5e6f7a8)
- Add chunk delta comparison functions in chunk_storage.py
- Add delta_mode to fact_storage.handle_document_tracking (skip full delete)
- Add update_memory_units_tags for propagating tag changes to existing facts
- Refactor orchestrator into _try_delta_retain and _full_retain paths
- Automatic fallback to full retain for pre-migration data or all-changed scenarios
- Fix ty type error in metrics.py (resource module import on Windows)
- 16 new tests covering entities, links, tags, metadata, edge cases
* refactor(retain): deduplicate delta and full retain paths
Extract shared _insert_facts_and_links() and _extract_and_embed()
functions used by both the full retain and delta retain paths.
Remove delta_mode flag from handle_document_tracking — delta path
uses dedicated upsert_document_metadata() instead.
* chore: regenerate clients, openapi spec, and lockfile
* chore: regenerate docs skill
* feat: Windows native support — run Hindsight without Docker on Windows
Four compatibility fixes that allow Hindsight to run natively on Windows
with an external PostgreSQL + pgvector installation:
1. **pyproject.toml**: Conditional event loop dependency
- `winloop` on Windows (sys_platform == 'win32')
- `uvloop` on Linux/macOS (sys_platform != 'win32')
2. **main.py**: winloop integration via `winloop.install()`
- Patches asyncio event loop policy globally before uvicorn starts
- uvicorn sees "asyncio" but runs winloop underneath (same perf as uvloop)
- Falls back to default asyncio if winloop unavailable
3. **metrics.py**: Guard `resource` module import
- `resource` is Unix-only (getrusage, getrlimit)
- Conditional import with None fallback
- Skip process metrics collection on Windows
4. **fact_storage.py**: Cross-platform strftime
- `%-d` (no-padding day) is glibc-only, fails on Windows
- Replaced with `%d` + `.replace(" 0", " ")` for same output
## Windows Setup Guide
### Prerequisites
- Python 3.11+
- PostgreSQL 17 with pgvector extension
- Ollama (for local embeddings) or external embedding provider
### Install PostgreSQL + pgvector on Windows
```bash
winget install PostgreSQL.PostgreSQL.17
# Build pgvector from source (requires Visual Studio Build Tools)
git clone https://github.com/pgvector/pgvector.git
# In x64 Native Tools Command Prompt:
set PGROOT=C:\Program Files\PostgreSQL\17
nmake /F Makefile.win
nmake /F Makefile.win install
# Enable extension
psql -U postgres -d hindsight -c "CREATE EXTENSION IF NOT EXISTS vector;"
```
### Install and Run Hindsight
```bash
pip install -e ".[embedded-db]"
# Set environment variables
set HINDSIGHT_API_LLM_PROVIDER=openai
set HINDSIGHT_API_LLM_API_KEY=your-api-key
set HINDSIGHT_API_LLM_BASE_URL=https://your-llm-endpoint/v1
set HINDSIGHT_API_LLM_MODEL=your-model
set HINDSIGHT_API_DATABASE_URL=postgresql://postgres@localhost:5432/hindsight
set HINDSIGHT_API_EMBEDDING_PROVIDER=ollama
set HINDSIGHT_API_PORT=8889
hindsight-api
```
Data persists in PostgreSQL on your local disk — survives reboots,
updates, and anything that would wipe a Docker volume.
Tested on Windows 11 with PostgreSQL 17.9, pgvector 0.8.2,
Python 3.11, RTX 5080 (CUDA embeddings + reranking).
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: handle strftime ValueError on Windows in fact_storage
The strftime call on occurred_start/occurred_end can raise ValueError
on Windows when the datetime object has unexpected format properties.
Wrap in try/except to gracefully skip date signal rather than crash
the entire retain batch.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: control plane UI fixes for recall and data view
- Sanitize NaN cross-encoder scores to 0.0 in reranking pipeline
(Pydantic serializes NaN as JSON null, breaking UI score display)
- Add null-coalesce for score in search debug view to prevent crash
- Switch data view text filter from debounced onChange to Enter key
(avoids slow ILIKE queries on every keystroke for large banks)
- Show loading spinner in search icon during filter requests
- Preserve search/tag filters when clicking "Load more"
* chore: sync generated files after rebase
