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Nicolò Boschi 30a319a6ab
feat: bank template import/export with Template Hub (#819) 
* 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
2026-04-02 12:21:53 +02:00
..
common feat: bank template import/export with Template Hub (#819) 2026-04-02 12:21:53 +02:00
consolidation feat: consolidation performance benchmark and optimization (#227) 2026-01-29 11:24:15 +01:00
locomo feat: bank template import/export with Template Hub (#819) 2026-04-02 12:21:53 +02:00
longmemeval refactor: replace LLMProvider classmethods with from_env() and document missing config fields (#816) 2026-03-31 18:00:41 +02:00
perf perf: 3-phase retain pipeline — fix deadlocks, cap temporal links, query-time entity expansion (#722) 2026-04-01 12:52:49 +02:00
visualizer feat: add reflect mode to LoComo benchmark and improve reflect agent (#428) 2026-02-24 09:48:23 +01:00
.DS_Store rename to hindsight (#2) 2025-11-25 19:28:26 +01:00
__init__.py rename to hindsight (#2) 2025-11-25 19:28:26 +01:00
README.md fix: improve async batch retain with large payloads (#366) 2026-02-16 12:51:42 +01:00

README.md

Hindsight Benchmarks

This directory contains benchmark suites for evaluating Hindsight's memory capabilities.

Prerequisites

  1. Set up your environment variables in .env at the project root:

    cp .env.example .env
# Edit .env with your API keys

  2. Make sure you have uv installed.

Available Benchmarks

LoComo

Tests conversational memory with multi-turn dialogues.

# Run from project root
./scripts/benchmarks/run-locomo.sh

# With options
./scripts/benchmarks/run-locomo.sh --max-conversations 10
./scripts/benchmarks/run-locomo.sh --skip-ingestion  # Reuse existing data
./scripts/benchmarks/run-locomo.sh --use-think       # Use think API
./scripts/benchmarks/run-locomo.sh --conversation conv-26  # Single conversation

Options:

  • --max-conversations N - Limit number of conversations
  • --max-questions N - Limit questions per conversation
  • --skip-ingestion - Skip data ingestion, use existing
  • --use-think - Use think API instead of search + LLM
  • --conversation NAME - Run specific conversation only
  • --api-url URL - Custom API URL (default: local memory)
  • --only-failed - Retry only failed questions
  • --only-invalid - Retry only invalid questions

LongMemEval

Tests long-term memory across different categories.

# Run from project root
./scripts/benchmarks/run-longmemeval.sh

# With options
./scripts/benchmarks/run-longmemeval.sh --max-instances 50
./scripts/benchmarks/run-longmemeval.sh --category single-session-user
./scripts/benchmarks/run-longmemeval.sh --parallel 4  # Faster evaluation

Options:

  • --max-instances N - Limit total questions
  • --max-instances-per-category N - Limit per category
  • --skip-ingestion - Skip data ingestion
  • --category NAME - Filter by category:
    • single-session-user
    • multi-session
    • single-session-preference
    • temporal-reasoning
    • knowledge-update
    • single-session-assistant
  • --parallel N - Parallel instances (default: 1)
  • --only-failed - Retry failed questions
  • --fill - Resume interrupted runs

Consolidation Performance

Tests consolidation throughput and identifies bottlenecks.

./scripts/benchmarks/run-consolidation.sh

# With custom memory count
NUM_MEMORIES=200 ./scripts/benchmarks/run-consolidation.sh

Retain Performance

Measures retain operation performance (throughput and token usage).

Prerequisites: API server must be running (./scripts/dev/start-api.sh)

# Basic usage
./scripts/benchmarks/run-retain-perf.sh \
    --document hindsight-dev/benchmarks/perf/test_data/sample_document.txt

# Save results to JSON
./scripts/benchmarks/run-retain-perf.sh \
    --document ./my_document.txt \
    --bank-id my-test-bank \
    --output results/retain_perf.json

Options:

  • --document PATH - Document file to retain (required)
  • --bank-id ID - Bank ID to use (default: perf-test)
  • --context TEXT - Optional context
  • --api-url URL - API URL (default: http://localhost:8000)
  • --timeout SECONDS - Request timeout (default: 300)
  • --output PATH - Save results to JSON file

See perf/README.md for detailed documentation.

Visualizer

View benchmark results in a web UI:

./scripts/benchmarks/start-visualizer.sh
# Opens at http://localhost:8001

Results

Results are saved in JSON format in each benchmark's results/ directory.