* 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
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>
* 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.
* 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.
- API: POST /v1/default/banks/{bank_id}/operations/{operation_id}/retry
resets status to pending so the worker re-executes the task
- UI: Retry button on failed operations in the operations view
- Control plane proxy route + ControlPlaneClient.retryOperation()
- Updated OpenAPI spec, all generated clients, and operations docs
* feat: add update document tags endpoint with observation invalidation
Adds PATCH /v1/default/banks/{bank_id}/documents/{document_id} to change
tags on a document without re-processing content.
- Updates tags on the document and all associated memory units atomically
- Invalidates observations derived from the document's memory units
- Resets consolidated_at on the document's own units for re-consolidation
- Also resets consolidated_at on co-source memories from other documents
that shared those observations (matching delete_document behavior)
- Triggers async consolidation when observations are invalidated
- 9 new tests covering all invalidation scenarios
UI: adds inline tag editor to the document detail panel in the control plane
Docs: new "Update Document Tags" section in documents.mdx with Python/JS examples
* refactor: simplify UpdateDocumentTagsResponse to {success: true}
* refactor: make PATCH /documents generic update_document endpoint
Renames update_document_tags → update_document (engine + HTTP + clients + UI).
Currently only tags are supported; the structure is open for future fields.
Tags are the only field with side effects (observation invalidation + re-consolidation).
* feat: mental model refresh history tracking and UI diff view
- DB migration: add history JSONB column to mental_models table
- Track previous content on each refresh in update_mental_model
- Add get_mental_model_history() engine method
- New GET /mental-models/{id}/history endpoint
- Control plane proxy route and getMentalModelHistory() in api.ts
- MentalModelDetailModal: add History tab with lazy loading, carousel
navigation (left=older, right=newer), word-level content diff view
* fix: resolve alembic migration head conflict for mental model history
* feat: mental model history tracking, side-by-side diff UI, and config flag
- Track content changes on every mental model update/refresh (persisted in JSONB history column)
- New GET /mental-models/{id}/history endpoint returning changes most-recent-first
- Side-by-side diff view in History tab (Before/After columns, line-level highlights)
- Actions dropdown in detail panel (Edit, Refresh, View History, Delete)
- HINDSIGHT_API_ENABLE_MENTAL_MODEL_HISTORY config flag (default: true)
- Also adds missing HINDSIGHT_API_ENABLE_OBSERVATION_HISTORY to configuration docs
- Python client wrapper method get_mental_model_history()
- Tests for history persistence (recorded, ordered, name-only skipped, missing returns None)
- Fix NameError: timezone not imported in update_mental_model
* fix: call get_mental_model_history before delete in doc example
* feat: 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
* feat: add source facts token limits to consolidation and recall
- Add two new configurable (per-bank) parameters:
- consolidation_source_facts_max_tokens: total token budget for source
facts across all observations in the consolidation prompt (-1 = unlimited)
- consolidation_source_facts_max_tokens_per_observation: per-observation
cap so each observation gets a fair share of source facts (-1 = unlimited,
default 256)
- Both are also exposed as recall API parameters via SourceFactsIncludeOptions
(max_tokens and max_tokens_per_observation)
- Consolidation now uses resolve_full_config to respect bank-level overrides
- Improve consolidation prompt: temporal metadata (occurred_start=, | Involving:)
is now clearly separated from observation text, with a concrete example showing
the expected synthesis style and explicit rules not to copy raw fact lines
- Add tests for recall source facts capping and consolidation config forwarding
- Expose all three new fields in the control plane bank config UI
- Document new env vars in configuration.md
- Regenerate OpenAPI spec and all SDK clients
* fix: reorder observations UI fields and rename Label Groups to Entity Labels
* fix: revert Entities section title (only rename inner label)
* doc: add consolidation source facts and batch size fields to memory-banks docs
- Add retain_chunk_size (max chars per chunk for fact extraction)
- Rename mission → reflect_mission to match actual API field name
- Add mcp_enabled_tools (per-bank MCP tool allowlist)
- Add llm_gemini_safety_settings (Gemini/VertexAI content filtering)
* doc: update cookbook
* fix(cookbook): preserve tag keys during sync, strip local .md links
- Fix extract_tags_from_readme/notebook to return dict[str,str] preserving
sdk/topic keys instead of bare values, preventing topics like
"Customer Service" from being misclassified as SDK
- Add strip_local_md_links() to remove relative .md references that
would cause broken link errors in Docusaurus build
* ci: run test-doc-examples independently without waiting for test-rust-cli
Build the CLI directly in the job instead of downloading the artifact,
so test-doc-examples can start at the beginning in parallel with all other jobs.
* feat: webhook system with task-owned retry, retain.completed event, and UI
- New webhook system: register per-bank webhooks with HMAC signing, configurable
HTTP method/timeout/headers/params (http_config JSONB), and PATCH support
- Webhook deliveries run as async_operations (webhook_delivery type) with
task-owned retry via RetryTaskAt exception and exponential backoff
(60s / 5m / 30m / 2h / 8h, max 6 attempts)
- New retain.completed event fires per-document for both sync and async retain
- Delivery debug info (status code, response body) stored in result_metadata
- Control plane UI: webhooks tab per bank with create/edit/delete and a
deliveries table with cursor pagination and expandable response details
- 28 webhook tests covering HMAC signing, delivery retries, CRUD endpoints,
PATCH update, and retain.completed queuing
- Docs page at developer/api/webhooks documenting event payloads and delivery
- OpenAPI spec and all client SDKs (Python, TypeScript, Rust, Go) regenerated
* fix: update tests for task-owned retry model and guard _webhook_manager attribute
- test_worker.py: test_executor_exception_triggers_retry now raises RetryTaskAt
(plain exceptions are immediate failures in the new system); rename
test_executor_exception_marks_failed_after_max_retries to
test_executor_exception_marks_failed_immediately to reflect new semantics
- test_batch_api.py: remove max_retries kwarg from WorkerPoller constructor
- memory_engine.py: use getattr for _webhook_manager in _fire_retain_webhook
to avoid AttributeError when engine is created without __init__ (tests)
* fix: remove max_retries from benchmark WorkerPoller call
* fix(webhooks): transactional outbox, observations_deleted tracking, sidebar
- Queue webhook delivery rows atomically with the primary operation using the
transactional outbox pattern — prevents lost events on process crash:
- Retain (sync + async): outbox_callback passed into orchestrator.retain_batch
and called inside the DB transaction, replacing the post-commit fire call
- Consolidation: new _mark_operation_completed_and_fire_webhook combines the
status UPDATE and webhook INSERT in one transaction
- Added fire_event_with_conn() to WebhookManager for in-connection delivery
- Track observations_deleted count in consolidation stats and expose it in the
consolidation.completed webhook payload (was always None)
- Add Webhooks page to docs sidebar
- Document at-least-once delivery guarantee with operation_id dedup guidance
* fix(ui): add retain.completed to available webhook event types
* feat(ui): add delete confirmation dialog for webhooks
* fix(webhooks): include operation_id in task_payload so delivery is marked completed
The task_payload JSON was missing the operation_id field, causing execute_task
to see operation_id=None and skip _mark_operation_completed — leaving every
delivery row stuck in 'pending' forever.
Added a test that inserts a real async_operations row and verifies the status
transitions to 'completed' after a successful execute_task call.
* style: fix prettier formatting in webhooks-view
* feat: add OAuth extension hooks for MCP authentication
Add extension points in core that allow cloud extensions to support
OAuth 2.1 (RFC 9728 / RFC 7591) for MCP server authentication:
- HttpExtension.get_root_router() for well-known endpoint mounting
- AuthenticationError.headers for WWW-Authenticate propagation
- MCP middleware forwards auth error headers to clients
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* docs: document get_root_router and AuthenticationError.headers
Add documentation for the new extension points introduced in the
OAuth extension hooks commit.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* Remove OAuth-specific wording from extension docs
Make the AuthenticationError headers example generic instead of
OAuth-specific, since these are general-purpose extension hooks.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add Pydantic AI integration to CI, release pipeline, and docs
- Add test-pydantic-ai-integration job to CI (test.yml)
- Add build, publish, and artifact steps to release workflow (release.yml)
- Add hindsight-integrations/pydantic-ai to release.sh version bumping
- Add Pydantic AI documentation page (sdks/integrations/pydantic-ai.md)
- Add Pydantic AI entry to sidebar with icon
* docs: remove Requirements section from pydantic-ai integration page
* feat: add tags filtering and fix offset pagination docs for list documents API
- Add `tags` and `tags_match` query params to GET /banks/{bank_id}/documents
- Supports any, all, any_strict, all_strict matching modes (default: any_strict)
- Fix `q` param description — it's a case-insensitive substring match on document ID only
- Add tests for offset pagination and all tags_match modes
- Regenerate OpenAPI spec and Python/TypeScript/Go clients
- Document the new filtering options in docs/developer/api/documents.mdx
* fix(cli): pass new tags/tags_match args to list_documents
* docs: move entity labels detail to memory-banks, simplify retain overview
* docs: move entity labels blurb under entity-recognition section in retain
* docs: update metadata filtering FAQ to cover entity graph retrieval and entity labels tag option
* docs: enable TOC and fix missing separators in FAQ
* docs: add benchmarks leaderboard screenshot and link to models page
* docs: add 'Which model should I use?' FAQ entry with leaderboard screenshot
* docs: fix leaderboard description to cover retain, reflect, and observations
* feat: entity labels
* feat: entity labels — optional, free_values, multi_value, UI polish
Completes the entity labels system:
**Schema & extraction**
- Dynamic Pydantic Labels model per fact: each group becomes a typed
field (Literal | None, list[Literal], str | None, or list[str])
- `optional: bool` flag per group — non-optional enum fields appear in
JSON schema required array so structured-output providers enforce them
- `free_values: bool` flag per group — accepts any LLM-generated string
instead of a predefined enum; example values shown as hints in prompt
- New `is_label_entity()` helper for labels-only mode filtering that
handles both enum lookup and free_values key-prefix matching
- Sentinel rejection: "None"/"null"/"n/a" strings dropped in post-processing
**BM25 / dense retrieval**
- `text_signals` column on memory_units: entity names + date tokens for
enriched BM25 indexing without polluting stored fact text
- Dense embedding includes occurred_end when it differs from occurred_start
- Alembic migration z1u2v3w4x5y6 (merge revision fixing two heads)
**UI (bank-config-view)**
- Shadcn Switch replaces custom Toggle for both entity-labels and observations
- Shadcn Checkbox for multi/optional/free_values per group
- Input heights bumped to h-8 throughout the editor
- "Label Groups" → "Entity Labels", "Free-form entities" → "Entities"
- Free-text groups show "Example hints" banner in values section
**Tests (45 unit + 3 LLM integration)**
- build_labels_model: single, multi, mixed, free_values optional/required/multi
- is_label_entity: enum match, free_values prefix match, no false positives
- Post-processing: null/absent/string-None/free_values/sentinels/multi-value
- Schema: labels in required, structured object, no labels when unconfigured
- LLM integration: single-value enum, multi-value enum, free_values retain
**Docs**
- retain.md: new Entity Labels section covering groups, flags, examples
- configuration.md: retain_free_form_entities env var + entity_labels note
* fix(tests): update hierarchical fields count for entity_labels additions
entity_labels and retain_free_form_entities are hierarchical fields,
bumping the expected count from 11 to 13.
* fix(migration): rename text_signals revision to avoid collision with main
Main branch claimed z1u2v3w4x5y6 for observation_scopes. Rename our
text_signals migration to a2b3c4d5e6f7, chaining after z1u2v3w4x5y6.
* refactor(entity-labels): simplify free_values — always str|None, no multi
- free_values groups always produce str | None (multi_value and optional
flags are ignored for free text groups — always optional, never multi)
- Prompt section for free_values groups shows only key + description,
no values list (users put examples in the description instead)
- UI: section title "Entities", toggle "Free Form Entities", replace
per-group checkboxes with a type dropdown (Enum / Free text); only
show multi checkbox and values list when type is Enum
- Update tests to reflect new behaviour
* refactor(entity-labels): replace free_values/multi_value booleans with type field
- LabelGroup now uses type: "value" | "multi-values" | "text" instead of
free_values/multi_value boolean pair
- Backward-compat migration converts legacy dicts automatically
- Rename retain_free_form_entities → entities_allow_free_form throughout
- Update UI dropdown to show Single value / Multi-values / Free text
- Remove separate multi checkbox (captured by type selection)
- Update docs examples and configuration.md
- Update all tests to use new field names
* fix(migration): backfill observation_scopes column for DBs with swapped z1u2v3w4x5y6
Local DBs that had z1u2v3w4x5y6 applied when it referred to the old
text_signals migration (before it was renamed to a2b3c4d5e6f7) won't have
observation_scopes in their memory_units table. This migration adds the
column with IF NOT EXISTS so it's a no-op on clean installs.
* feat(entity-labels): add tag field to auto-populate memory unit tags from labels
When a LabelGroup has tag=True, extracted key:value entities for that group
are automatically written to the memory unit's tags array. This lets entity
labels double as tags, enabling immediate filtering via the existing
tags/tags_match API params with no extra infrastructure.
- Add tag: bool = False to LabelGroup
- _inject_label_tags() helper called in both sync and batch extraction paths
- UI: add Tag checkbox per label group row
- Docs: document the new tag field
- Tests: 4 new unit tests covering all tag injection paths
* style: ruff format migration file
* fix(migration): fix multiple alembic heads after rebase — point text_signals after nullable_event_date
* fix(clients): update timestamp field to use Timestamp wrapper type after timestamp=unset feature
* style: ruff format agent.py
* fix(docs): update Go quickstart example to use NullableTimestamp for timestamp field
* feat: support timestamp="unset" to retain content without a date
When callers retain timeless content (e.g. fictional documents, static
reference material), passing timestamp="unset" now skips the utcnow()
default so mentioned_at is stored as NULL instead of an artificial date.
- HTTP: validate_timestamp recognises "unset" sentinel and threads it
through api_retain as event_date=None (key present, value None), which
the orchestrator distinguishes from key-absent (still defaults to now)
- Orchestrator: new branching logic separates "key absent" → utcnow()
from "key present but None" → no date
- types.py: RetainContent.event_date and ProcessedFact.mentioned_at are
now datetime | None; removed the unused _now_utc factory
- fact_extraction.py: all event_date params accept datetime | None;
_build_user_message emits "Event Date: Unknown" when None; removed
mentioned_at from the Fact LLM response model (LLM never sets it)
- embedding_processing: skip date suffix when fact_date is None
- entity_resolver: COALESCE(event_date, now()) for first_seen/last_seen
so entities table NOT NULL constraint is preserved
- link_utils: skip temporal linking for units without event_date
- Migration aa2b3c4d5e6f: DROP NOT NULL on memory_units.event_date
- Tests: test_retain_no_timestamp and test_retain_omit_timestamp_defaults_to_now
- Docs + OpenAPI + TypeScript client updated
* refactor: replace _TIMESTAMP_UNKNOWN sentinel with plain string comparison
The sentinel object() was only needed to distinguish "unset" from None
at the boundary — but since the field type is datetime | str | None,
"unset" can pass through the validator unchanged and be compared directly.
* chore: regenerate OpenAPI spec and clients after timestamp type change
timestamp field is now datetime | str | None to accept the "unset" sentinel value.
* fix(reflect): prevent context_length_exceeded on large memory banks (#457)
The reflect agent's agentic loop accumulated tool-call messages across
iterations with no upper bound on token count, causing
context_length_exceeded errors on banks with 19K+ nodes.
Changes:
- Add proactive token-budget guard: before each call_with_tools, count
accumulated message tokens via tiktoken; if >= max_context_tokens and
evidence has been gathered, immediately synthesize from what was found
- Detect context-overflow errors specifically (_is_context_overflow_error)
and skip the retry path — retrying after overflow only makes it worse
- Truncate context_history in build_final_prompt to a 60K-token budget
so the fallback synthesis prompt itself cannot overflow
- Add HINDSIGHT_API_REFLECT_MAX_CONTEXT_TOKENS config (default 100000)
wired through config.py → main.py → memory_engine → run_reflect_agent
- Tests: unit tests for helpers + mock-LLM behavior tests + an
end-to-end integration test using a real LLM with max_context_tokens=1
* fix(reflect): derive final prompt context budget from max_context_tokens
Replace the hardcoded _FINAL_PROMPT_CONTEXT_BUDGET (60K tokens) with
a fraction of max_context_tokens (80%), so the fallback synthesis prompt
automatically scales with whatever context window is configured.
* feat: observation_scopes field to drive observations granularity
* fix(migration): make a2b3c4d5e6f7 a no-op to fix CI on fresh DB
The z1u2v3w4x5y6 migration already creates observation_scopes directly,
so the rename migration fails on fresh installs where observation_tags
never existed.
* chore: remove no-op migration a2b3c4d5e6f7
* feat: regenerate clients with observation_scopes field
- Add observation_scopes to OpenAPI spec and all generated clients
- Fix Rust build.rs to handle anyOf with >2 variants containing null
(previously only handled 2-item anyOf, causing progenitor to panic
on the observation_scopes union type)
* fix(rust): add observation_scopes: None to MemoryItem struct literals
* fix(api): add title to observation_scopes Field for deterministic client generation
Adding title="ObservationScopes" makes the inline anyOf schema use
the explicit name instead of deriving it from the field name, which
was non-deterministic between arm64 (macOS) and amd64 (CI) Docker.
Also fixes description: "each entity" -> "each tag".
* fix(scripts): use linux/amd64 Docker for client generation to ensure reproducibility
Both Python and Go client generation now use --platform linux/amd64
Docker, ensuring identical output on macOS arm64 (local) and Linux
amd64 (CI). Also switches Go from JAR+Java to Docker to eliminate
Java version variability.
* chore: update generated clients to API v0.4.14
* fix(test): add retry logic to test_retain_chinese_content to handle non-deterministic LLM output
* fix(test): mark test_retain_chinese_content as xfail due to non-deterministic LLM translation
* feat: filter graph memories with tags
* fix(cli): pass new q/tags/tags_match args to get_graph
* docs: use CodeSnippet for tags_match examples in recall.mdx
Add directives, memory browsing, documents, operations, tags, and bank
management tools to the MCP server. Expose previously hardcoded parameters
(budget, types, tags, response_schema, trigger) on retain, recall, reflect,
and mental model tools. Update docs for all new tools and parameters.
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
* fix: handle observations regeneration when memories get deleted
* feat: add clear_memory_observations endpoint and regenerate clients
- Add DELETE /banks/{id}/memories/{memory_id}/observations endpoint
- Add observations lifecycle/invalidation section to docs
- Regenerate OpenAPI spec and all clients (Python, TypeScript, Go, Rust)
* refactor: use dedicated response model for clear_memory_observations, remove code example from docs
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.
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>
* feat: include source facts in observation recall
* feat: include source facts in observation recall
* feat: include source facts in observation recall
* feat: include source facts in observation recall
* fix(cli): add missing source_facts field to IncludeOptions initializer
* 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)
* 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
* fix: improve async batch retain with large payloads
* fix: improve async batch retain with large payloads
* api
* api
* api
* api
* api
* Clean up perf benchmark: keep only Python files
- Remove README.md and PERFORMANCE_FINDINGS.md
- Remove results/ JSON files (gitignored)
- Remove test_data/ directory
- Keep only __init__.py and retain_perf.py
* docs: explain automatic batch optimization for async retain
- Add section explaining Hindsight automatically handles batch sizing
- Users don't need to manually tune batch sizes with async mode
- Hindsight splits large batches (>10k tokens) into optimized sub-batches
- Include example showing best practices
* docs: remove emojis and code example from performance page
* fix: correct OperationDetails type to match API response
- Change optional fields to use | null instead of ?
- Fixes TypeScript compilation error in control plane build
* fix: use discriminated union for OperationDetails type
- Support both success and error states properly
- Fixes TypeScript error when setting error state
* fix: use unique document_ids in batch retain examples
- Each item in a batch must have unique document_id
- Update both Python and JavaScript examples
- Fixes test-doc-examples CI failure
* chore: trigger CI
* fix: test mocking and duplicate document_ids in examples
- Mock _get_pool() in test_async_retain_tags.py to avoid _initialized error
- Set _initialized = True on mocked MemoryEngine instances
- Fix duplicate document_ids in retain.py and retain.mjs examples
* fix: properly mock async pool/connection and fix more duplicate document_ids
- Use AsyncMock for pool.acquire() to fix 'can't be used in await' error
- Fix duplicate document_ids in retain-async examples (retain.py and retain.mjs)
- Remove batch-level document_id parameter that caused duplicates
* ci: collect all doc example failures and show summary
- Run all Python/Node.js/CLI examples regardless of individual failures
- Collect failure list and display summary at the end
- Show pass/fail count and list of failed files
- Exit with failure only after running all examples
* refactor: extract doc example testing to standalone script
- Create scripts/test-doc-examples.sh to run all examples
- Collects logs of failed examples separately
- Shows full error logs only for failures at the end
- Clean summary with pass/fail counts
- Proper exit codes
- Replaces inline bash in CI workflow
* fix: doc examples - duplicate document_ids and error handling
- retain.py: move document_id to item level to avoid duplicates
- documents.mjs: add error handling for getDocument to show clear error message
* fix: update tests for duplicate document_id validation
- test_async_retain_tags: verify operation structure instead of exact UUID
- test_delete_bank: use unique document_ids (team-doc-1, team-doc-2)
* feat: allow chunks only in recall
* feat: fetch chunks independently of max_tokens filtering
Changes:
- Chunks now fetched BEFORE max_tokens filtering (Step 5.5)
- Implements batching: (max_chunk_tokens / retain_chunk_size) * 2
- Loop-based fetching until budget exhausted or no more chunks
- Handles varying chunk sizes across documents
- When max_tokens=0: returns 0 facts but still returns chunks
- When max_tokens>0: backward compatible (chunks match filtered facts)
Tests:
- Added test_recall_chunks_independence.py with 5 comprehensive tests
- Tests chunk independence, batching, ordering, and backward compat
Docs:
- Updated recall.mdx to explain new chunk behavior
- Updated memory_engine.py docstrings
Fixes chunk-related test failures by reordering chunks to match
filtered facts when max_tokens > 0 (backward compatibility).
* fix: fetch chunks after token filtering when max_tokens>0
Changes:
- When max_tokens=0: fetch chunks BEFORE token filtering (new behavior)
- When max_tokens>0: fetch chunks AFTER token filtering (backward compat)
- This ensures chunk ordering matches filtered facts for max_tokens>0
- Fixes test failures in test_chunks_and_entities_follow_fact_order,
test_chunk_fact_mapping, test_chunk_ordering_preservation, etc.
The previous approach tried to reorder prefetched chunks, but that
caused issues when the chunk budget was exhausted before all facts
were processed. The new approach fetches chunks based on the correct
fact set for each scenario.
* fix: use ConfigResolver for bank-specific retain_chunk_size
Fixes error: Field 'retain_chunk_size' is bank-configurable and cannot
be accessed from global config.
Changed from:
- config.retain_chunk_size (global config, not allowed)
To:
- bank_config.retain_chunk_size (resolved from ConfigResolver)
This ensures the correct chunk size is used for each bank, respecting
any bank-specific overrides.
* fix: correct Budget import in test_recall_chunks_independence
Changed from:
- from hindsight_api.engine.interface import Budget (incorrect)
To:
- from hindsight_api.engine.memory_engine import Budget (correct)
This fixes the ImportError that was preventing the tests from running.
* fix: prevent infinite loop in chunk fetching and improve test content
- Add max(1, ...) to estimated_batch_size to prevent division resulting in 0
- Update test content to use more substantial examples that generate facts
- Add request_context parameter to all retain_async and recall_async test calls
* refactor: simplify chunk fetching to always use pre-filtering approach
Remove backward compatibility code that fetched chunks after token
filtering. Now chunks are always fetched from top-scored results
before max_tokens filtering, regardless of max_tokens value.
This simplifies the code by:
- Removing duplicate chunk fetching logic
- Eliminating conditional behavior based on max_tokens
- Making chunk fetching behavior consistent and predictable
Chunks are still fetched in batches and respect max_chunk_tokens limit.
* 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
* 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.
* 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
* feat: implement hierarchical configuration (system, tenant, bank)
* feat: implement hierarchical configuration (system, tenant, bank)
* docs: add instructions for hierarchical config in CLAUDE.md
* feat: add ENABLE_BANK_CONFIG_API flag (disabled by default)
- Add HINDSIGHT_API_ENABLE_BANK_CONFIG_API env var (default: false)
- Return 403 Forbidden from bank config endpoints when disabled
- Update tests to enable the flag
- Update CLAUDE.md documentation
This provides security control over the bank configuration API,
ensuring it's only accessible when explicitly enabled.
* docs: add hierarchical configuration section
* feat(cli): add bank config commands (config, set-config, reset-config)
- Add 'hindsight bank config' to view bank configuration
- Add 'hindsight bank set-config' to update LLM settings per bank
- Add 'hindsight bank reset-config' to reset to defaults
- Implements client API calls to new bank config endpoints
* fix(cli): fix compilation errors in bank config commands
- Fix type signature: use ApiClient instead of api::Client
- Fix confirmation: use ui::prompt_confirmation instead of ui::confirm
- Fix error handling: use anyhow! macro instead of errors::Error
- Fix type conversion: convert HashMap to serde_json::Map for API call
* feat: implement type-safe hierarchical config with bank overrides
Implements a production-ready hierarchical configuration system that prevents
accidentally using global defaults when bank-specific overrides exist.
- Created StaticConfigProxy that wraps HindsightConfig
- get_config() now returns proxy that blocks access to bank-configurable fields
- Raises ConfigFieldAccessError with clear message when accessing configurable fields
- Added _get_raw_config() for internal use only
- Forces developers to use resolve_full_config(bank_id, context) for bank settings
- Added resolve_full_config() method that returns complete HindsightConfig
- Resolves hierarchy: Global (env) → Tenant → Bank
- No caching to support multi-server deployments (always fresh from DB)
- LLM provider pooling handles expensive operations separately
- Updated entire retain pipeline to pass resolved config through call chain
- memory_engine.py: Resolves config at top level where bank_id/context available
- orchestrator.py: Accepts and passes config to fact_extraction
- fact_extraction.py: Uses passed config instead of get_config()
- utils.py: Added optional config param for backward compatibility
- consolidator.py: Uses resolve_full_config() for enable_observations check
- memory_engine.py: Resolves config before triggering consolidation
- Renamed "Memory Bank" to "Bank Configuration" with tabs
- Combined Stats and Operations into "General" tab
- Consolidated Profile and Configuration into "Configuration" tab
- Moved Actions dropdown to page level (outside tabs)
- Created new component for managing bank-specific config
- Displays configurable fields: retain_chunk_size, retain_extraction_mode, etc.
- Edit via dialog with form validation
- Reset to defaults via AlertDialog confirmation
- Shows field IDs in monospace for clarity
- Visual separation with borders and hover effects
- Removed inline edit mode, switched to dialog-based editing
- Separate dialogs for Disposition and Mission editing
- Read-only display with clear edit buttons
- Removed duplicate stats cards and operations
- bank-stats-view.tsx: Overview statistics (memories, links, documents, pending ops)
- bank-operations-view.tsx: Background operations table with filtering
**Problem**: Consolidation always used global enable_observations, ignoring bank overrides
**Root Cause**: consolidator.py called get_config() instead of resolving bank-specific config
**Solution**: Pass resolved config through the entire pipeline
**Problem**: asyncpg returning JSONB as JSON string instead of parsed dict
**Solution**: Explicit JSON parsing in config_resolver.py with type checking
- All 19 API integration tests pass
- All 10 hierarchical config tests pass
- Retain operations work correctly with bank-specific config
- Consolidation respects bank-specific enable_observations setting
- Updated developer/configuration.md with type-safe config access pattern
- Added examples showing correct usage patterns
- Documented ConfigFieldAccessError and resolution methods
- get_config() now returns StaticConfigProxy (blocks configurable field access)
- Code accessing bank-configurable fields must use resolve_full_config()
- Clear migration path with helpful error messages
Fixes hierarchical configuration to be production-ready with proper type safety.
* refactor: remove LLM client pool and simplify config resolver
Since LLM config (provider, model, api_key) is now static and not
bank-configurable, the LLMClientPool is no longer needed.
Changes:
- Remove hindsight_api/llm_client_pool.py (no longer needed)
- Remove memory_engine._get_bank_llm_config() (dead code, never called)
- Simplify config_resolver.py by eliminating duplication between
resolve_full_config() and get_bank_config()
- get_bank_config() now calls resolve_full_config() and filters results
- Remove outdated "LLM provider pooling" comments from docstrings
All tests pass (10 hierarchical config tests, 19 API integration tests)
* fix: update tests to use _get_raw_config() for configurable fields
Fixed test fixtures that were accessing configurable fields (like
enable_observations) from get_config(), which now raises
ConfigFieldAccessError due to type-safe config access.
Changes:
- test_consolidation.py: Changed enable_observations fixture to use
_get_raw_config() instead of get_config()
- test_consolidation.py: Updated test_consolidation_returns_disabled_status
to set bank config instead of mocking get_config()
- test_link_expansion_retrieval.py: Changed fixture to use _get_raw_config()
- test_observations.py: Changed disable_observations fixture to use
_get_raw_config()
- Regenerated OpenAPI spec and clients
All 39 previously failing tests now pass.
* fix: add missing config parameter to test calls of extract_facts_from_text()
Fixed 45 test failures where tests were calling extract_facts_from_text()
without the new required config parameter.
Changes:
- Added config=_get_raw_config() to all extract_facts_from_text() calls
- Fixed test_main_module.py to patch _get_raw_config instead of get_config
- Updated 6 test files with 37 function call sites
All tests should now pass.
* fix: add missing config parameter to test_skip_podcast_meta_commentary
One more test was missing the config parameter for extract_facts_from_text().
* feat: add 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.
* Fix MCP extra args rejection and bank ID resolution priority
Two fixes to the MCP middleware:
1. Strip unknown tool arguments: LLMs frequently add extra fields
like "explanation" to tool calls. FastMCP's Pydantic TypeAdapter
rejects these with "Unexpected keyword argument". The middleware
now intercepts tools/call requests and removes unknown fields
before they reach validation.
2. Bank ID resolution priority: Path now takes priority over header.
Previously X-Bank-Id header was checked first, meaning /mcp/my-bank/
with X-Bank-Id: other-bank would silently use other-bank in multi-bank
mode. Now the URL path is authoritative — single-bank mode connections
cannot be overridden by headers.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* docs: update MCP server docs with mental model tools and fixes
- Add all mental model tools (create, list, get, update, delete, refresh)
- Add list_banks and create_bank tool docs
- Document single-bank vs multi-bank modes
- Fix bank selection priority: path > header > default
- Add Accept header to curl example
- Add timestamp param to retain, max_tokens to recall
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
