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Author	SHA1	Message	Date
Nicolò Boschi	576473b6aa	feat: observation history tracking and diff UI (#513 ) * feat: add source facts token limits to consolidation and recall - Add two new configurable (per-bank) parameters: - consolidation_source_facts_max_tokens: total token budget for source facts across all observations in the consolidation prompt (-1 = unlimited) - consolidation_source_facts_max_tokens_per_observation: per-observation cap so each observation gets a fair share of source facts (-1 = unlimited, default 256) - Both are also exposed as recall API parameters via SourceFactsIncludeOptions (max_tokens and max_tokens_per_observation) - Consolidation now uses resolve_full_config to respect bank-level overrides - Improve consolidation prompt: temporal metadata (occurred_start=, \| Involving:) is now clearly separated from observation text, with a concrete example showing the expected synthesis style and explicit rules not to copy raw fact lines - Add tests for recall source facts capping and consolidation config forwarding - Expose all three new fields in the control plane bank config UI - Document new env vars in configuration.md - Regenerate OpenAPI spec and all SDK clients * fix: reorder observations UI fields and rename Label Groups to Entity Labels * fix: revert Entities section title (only rename inner label) * doc: add consolidation source facts and batch size fields to memory-banks docs * feat: add observation history tracking and UI diff view - Track observation changes over time in a JSONB history column, appending each update's previous state (text, tags, dates, sources) instead of overwriting - Add HINDSIGHT_API_ENABLE_OBSERVATION_HISTORY config flag (default: true) to toggle history recording - Expose history field in get_memory_unit for observations - Fix observations/[modelId] route that was proxying to wrong endpoint - Add History tab in observation modal and History section in panel, showing word-level and tag diffs between each change (newest first) - Extract shared ObservationHistoryView component used by both modal and panel - Add --random-port flag to start.sh to run multiple dev instances - Scope Next.js distDir by port to prevent lock file collisions between instances - Restyle consolidation pending badge (rounded-md with border) and add inline refresh button; fix loading flicker on data refresh * feat: dedicated observation history endpoint with source facts diff - Add GET /memories/{id}/history endpoint returning enriched history with resolved source fact texts and is_new flags per change - Deprecate history field in GET /memories/{id} (always returns empty list) - Reconstruct cumulative source facts per history entry by working backwards from current state, marking newly added facts with is_new - Replace inline history panel with "View History" button opening modal - History modal fetches from dedicated endpoint lazily on tab switch - Timeline view now opens MemoryDetailModal instead of side panel - History view uses prev/next navigation (left = older, right = newer) - Fix --random-port: pass dynamic API_PORT as HINDSIGHT_CP_DATAPLANE_API_URL to control plane, preserving caller values over .env	2026-03-06 16:16:05 +01:00
Nicolò Boschi	9b96becc5c	feat: entity labels — optional, free_values, multi_value, UI polish (#450 ) * feat: entity labels * feat: entity labels — optional, free_values, multi_value, UI polish Completes the entity labels system: Schema & extraction - Dynamic Pydantic Labels model per fact: each group becomes a typed field (Literal \| None, list[Literal], str \| None, or list[str]) - `optional: bool` flag per group — non-optional enum fields appear in JSON schema required array so structured-output providers enforce them - `free_values: bool` flag per group — accepts any LLM-generated string instead of a predefined enum; example values shown as hints in prompt - New `is_label_entity()` helper for labels-only mode filtering that handles both enum lookup and free_values key-prefix matching - Sentinel rejection: "None"/"null"/"n/a" strings dropped in post-processing BM25 / dense retrieval - `text_signals` column on memory_units: entity names + date tokens for enriched BM25 indexing without polluting stored fact text - Dense embedding includes occurred_end when it differs from occurred_start - Alembic migration z1u2v3w4x5y6 (merge revision fixing two heads) UI (bank-config-view) - Shadcn Switch replaces custom Toggle for both entity-labels and observations - Shadcn Checkbox for multi/optional/free_values per group - Input heights bumped to h-8 throughout the editor - "Label Groups" → "Entity Labels", "Free-form entities" → "Entities" - Free-text groups show "Example hints" banner in values section Tests (45 unit + 3 LLM integration) - build_labels_model: single, multi, mixed, free_values optional/required/multi - is_label_entity: enum match, free_values prefix match, no false positives - Post-processing: null/absent/string-None/free_values/sentinels/multi-value - Schema: labels in required, structured object, no labels when unconfigured - LLM integration: single-value enum, multi-value enum, free_values retain Docs - retain.md: new Entity Labels section covering groups, flags, examples - configuration.md: retain_free_form_entities env var + entity_labels note * fix(tests): update hierarchical fields count for entity_labels additions entity_labels and retain_free_form_entities are hierarchical fields, bumping the expected count from 11 to 13. * fix(migration): rename text_signals revision to avoid collision with main Main branch claimed z1u2v3w4x5y6 for observation_scopes. Rename our text_signals migration to a2b3c4d5e6f7, chaining after z1u2v3w4x5y6. * refactor(entity-labels): simplify free_values — always str\|None, no multi - free_values groups always produce str \| None (multi_value and optional flags are ignored for free text groups — always optional, never multi) - Prompt section for free_values groups shows only key + description, no values list (users put examples in the description instead) - UI: section title "Entities", toggle "Free Form Entities", replace per-group checkboxes with a type dropdown (Enum / Free text); only show multi checkbox and values list when type is Enum - Update tests to reflect new behaviour * refactor(entity-labels): replace free_values/multi_value booleans with type field - LabelGroup now uses type: "value" \| "multi-values" \| "text" instead of free_values/multi_value boolean pair - Backward-compat migration converts legacy dicts automatically - Rename retain_free_form_entities → entities_allow_free_form throughout - Update UI dropdown to show Single value / Multi-values / Free text - Remove separate multi checkbox (captured by type selection) - Update docs examples and configuration.md - Update all tests to use new field names * fix(migration): backfill observation_scopes column for DBs with swapped z1u2v3w4x5y6 Local DBs that had z1u2v3w4x5y6 applied when it referred to the old text_signals migration (before it was renamed to a2b3c4d5e6f7) won't have observation_scopes in their memory_units table. This migration adds the column with IF NOT EXISTS so it's a no-op on clean installs. * feat(entity-labels): add tag field to auto-populate memory unit tags from labels When a LabelGroup has tag=True, extracted key:value entities for that group are automatically written to the memory unit's tags array. This lets entity labels double as tags, enabling immediate filtering via the existing tags/tags_match API params with no extra infrastructure. - Add tag: bool = False to LabelGroup - _inject_label_tags() helper called in both sync and batch extraction paths - UI: add Tag checkbox per label group row - Docs: document the new tag field - Tests: 4 new unit tests covering all tag injection paths * style: ruff format migration file * fix(migration): fix multiple alembic heads after rebase — point text_signals after nullable_event_date * fix(clients): update timestamp field to use Timestamp wrapper type after timestamp=unset feature * style: ruff format agent.py * fix(docs): update Go quickstart example to use NullableTimestamp for timestamp field	2026-03-02 13:05:25 +01:00
Nicolò Boschi	2a32273226	feat: increase customization for reflect, retain and consolidation (#419 )	2026-02-23 20:35:32 +01:00

Author

SHA1

Message

Date

Nicolò Boschi

576473b6aa

feat: observation history tracking and diff UI (#513 )

* feat: add source facts token limits to consolidation and recall

- Add two new configurable (per-bank) parameters:
  - consolidation_source_facts_max_tokens: total token budget for source
    facts across all observations in the consolidation prompt (-1 = unlimited)
  - consolidation_source_facts_max_tokens_per_observation: per-observation
    cap so each observation gets a fair share of source facts (-1 = unlimited,
    default 256)
- Both are also exposed as recall API parameters via SourceFactsIncludeOptions
  (max_tokens and max_tokens_per_observation)
- Consolidation now uses resolve_full_config to respect bank-level overrides
- Improve consolidation prompt: temporal metadata (occurred_start=, | Involving:)
  is now clearly separated from observation text, with a concrete example showing
  the expected synthesis style and explicit rules not to copy raw fact lines
- Add tests for recall source facts capping and consolidation config forwarding
- Expose all three new fields in the control plane bank config UI
- Document new env vars in configuration.md
- Regenerate OpenAPI spec and all SDK clients

* fix: reorder observations UI fields and rename Label Groups to Entity Labels

* fix: revert Entities section title (only rename inner label)

* doc: add consolidation source facts and batch size fields to memory-banks docs

* feat: add observation history tracking and UI diff view

- Track observation changes over time in a JSONB history column,
  appending each update's previous state (text, tags, dates, sources)
  instead of overwriting
- Add HINDSIGHT_API_ENABLE_OBSERVATION_HISTORY config flag (default: true)
  to toggle history recording
- Expose history field in get_memory_unit for observations
- Fix observations/[modelId] route that was proxying to wrong endpoint
- Add History tab in observation modal and History section in panel,
  showing word-level and tag diffs between each change (newest first)
- Extract shared ObservationHistoryView component used by both modal and panel
- Add --random-port flag to start.sh to run multiple dev instances
- Scope Next.js distDir by port to prevent lock file collisions between instances
- Restyle consolidation pending badge (rounded-md with border) and add
  inline refresh button; fix loading flicker on data refresh

* feat: dedicated observation history endpoint with source facts diff

- Add GET /memories/{id}/history endpoint returning enriched history with
  resolved source fact texts and is_new flags per change
- Deprecate history field in GET /memories/{id} (always returns empty list)
- Reconstruct cumulative source facts per history entry by working backwards
  from current state, marking newly added facts with is_new
- Replace inline history panel with "View History" button opening modal
- History modal fetches from dedicated endpoint lazily on tab switch
- Timeline view now opens MemoryDetailModal instead of side panel
- History view uses prev/next navigation (left = older, right = newer)
- Fix --random-port: pass dynamic API_PORT as HINDSIGHT_CP_DATAPLANE_API_URL
  to control plane, preserving caller values over .env

2026-03-06 16:16:05 +01:00

Nicolò Boschi

9b96becc5c

feat: entity labels — optional, free_values, multi_value, UI polish (#450 )

* feat: entity labels

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

Completes the entity labels system:

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

* style: ruff format migration file

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

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

* style: ruff format agent.py

* fix(docs): update Go quickstart example to use NullableTimestamp for timestamp field

2026-03-02 13:05:25 +01:00

Nicolò Boschi

2a32273226

feat: increase customization for reflect, retain and consolidation (#419 )

2026-02-23 20:35:32 +01:00

3 Commits