feat(recall): make budget mapping configurable per bank (#1106) (#1127)

* feat(recall): make budget mapping configurable per bank

The Budget enum (low/mid/high) used to map to hardcoded thinking_budget
values (100/300/1000) regardless of the request's max_tokens. This adds
a configurable mapping function:

- "fixed" (default, preserves legacy behavior): per-level integer
  read from recall_budget_fixed_<level>.
- "adaptive": round(max_tokens * recall_budget_adaptive_<level>),
  clamped to [recall_budget_min, recall_budget_max] so retrieval
  breadth scales with the requested output size.

All 9 knobs (function selector, 3 fixed values, 3 adaptive ratios,
min/max clamps) are hierarchical config fields — overridable via env
vars and per bank through the existing bank-config API. Validation in
ConfigResolver rejects invalid functions, non-positive values, and
min > max.

* docs(recall-budget): expose new fields in bank template + import API

Adds the 9 recall_budget_* fields to BankTemplateConfig so they can be
set via POST /v1/default/banks/{id}/import (the bank-template manifest
flow), and documents them in the memory-banks API page alongside the
other configurable bank fields.

- Extends BankTemplateConfig in api/http.py with the 9 fields.
- Adds them to the round-trip parametrized test in
  test_bank_template_configurable_fields.py.
- Adds a "Recall budget" subsection to memory-banks.mdx covering the
  function selector and per-level / clamp fields, with cross-link to
  the env-var reference in configuration.md.
- Regenerates openapi.json, bank-template-schema.json, and the
  Python/TypeScript/Go client models.

* fix(recall-budget): bump field-count cap and regen docs-skill refs

- test_config_get_bank_config_no_static_or_credential_fields_leak asserts
  the resolved-config dict size; cap was 30, now 34 fields fit (added 9).
  Bump to 50 to leave headroom for future configurable fields.
- Run scripts/generate-docs-skill.sh so the mirrored docs in
  skills/hindsight-docs/references/ pick up the new memory-banks /
  configuration entries and openapi schema.

Co-authored-by: Nicolò Boschi <[email protected]>

.claude-plugin/marketplace.json

@@ -0,0 +1,15 @@
+{
+  "$schema": "https://anthropic.com/claude-code/marketplace.schema.json",
+  "name": "hindsight",
+  "description": "Official Hindsight integrations for Claude Code",
+  "owner": {
+    "name": "vectorize-io"
+  },
+  "plugins": [
+    {
+      "name": "hindsight-memory",
+      "description": "Automatic long-term memory for Claude Code via Hindsight",
+      "source": "./hindsight-integrations/claude-code"
+    }
+  ]
+}

.claude/skills/code-review/SKILL.md

@@ -0,0 +1,205 @@
+---
+name: code-review
+description: Review changed code against project standards. Checks for missing tests, dead code, type safety, lint issues, and coding conventions. Run after completing any implementation work.
+user_invocable: true
+---
+
+# Code Review
+
+Review all changed code against the project's quality standards and coding conventions.
+
+## Code Standards
+
+Read and internalize these standards before writing code. The review steps below verify compliance.
+
+### Python Style
+- Python 3.11+, type hints required
+- Async throughout (asyncpg, async FastAPI)
+- Pydantic models for request/response
+- Ruff for linting (line-length 120)
+- No Python files at project root - maintain clean directory structure
+- **Never use multi-item tuple return values** — not even for internal/private functions. Always use a dataclass or Pydantic model. No exceptions, no "it's just two values" shortcuts. If a function returns more than one value, define a named type for it.
+
+### Type Safety with Pydantic Models
+**NEVER use raw `dict` types for structured data** — this applies to all code, including internal helpers and private functions. If the dict has known keys, it must be a dataclass or Pydantic model:
+- Use Pydantic `BaseModel` for all data structures passed between functions
+- Use `@dataclass` for lightweight internal data containers when Pydantic validation isn't needed
+- Add `@field_validator` for type coercion (e.g., ensuring datetimes are timezone-aware)
+- Avoid `dict.get()` patterns - use typed model attributes instead
+- Parse external data (JSON, API responses) into Pydantic models at the boundary
+- This catches type errors at parse time, not deep in business logic
+- The only acceptable `dict` usage is for truly dynamic/unknown keys (e.g., arbitrary metadata, JSON blobs with no fixed schema)
+
+```python
+# BAD - error-prone dict access
+def process(data: dict) -> str:
+    return data.get("name", "")  # No validation, silent failures
+
+# GOOD - typed and validated
+class UserData(BaseModel):
+    name: str
+    created_at: datetime
+
+    @field_validator("created_at", mode="before")
+    @classmethod
+    def ensure_tz_aware(cls, v):
+        if isinstance(v, str):
+            v = datetime.fromisoformat(v.replace("Z", "+00:00"))
+        if v.tzinfo is None:
+            return v.replace(tzinfo=timezone.utc)
+        return v
+
+def process(data: UserData) -> str:
+    return data.name  # Type-safe, validated at construction
+```
+
+### TypeScript Style
+- Next.js App Router for control plane
+- Tailwind CSS with shadcn/ui components
+
+### Code Comments
+- **Always comment non-trivial technical decisions** with the reasoning behind the choice. If someone would ask "why is it done this way?", there should be a comment.
+- **Keep comments up to date with history** — when changing an approach, update the comment to explain what was tried before and why it was changed. Comments serve as a tracker of previous implementations that likely had problems.
+- Don't comment obvious code — only where the "why" isn't self-evident from the code itself.
+
+```python
+# BAD - no context for future readers
+results = await asyncio.gather(*tasks, return_exceptions=True)
+
+# GOOD - explains the non-obvious choice
+# Use return_exceptions=True to avoid cancelling sibling tasks on failure.
+# Previously we used TaskGroup but it cancelled all tasks when one failed,
+# causing partial writes that left orphaned entity links (see #412).
+results = await asyncio.gather(*tasks, return_exceptions=True)
+```
+
+### Branch Hygiene
+- **Always start new feature branches from `origin/main`** — rebase to ensure a clean base.
+- **Only include commits relevant to the PR/branch/feature** — no unrelated changes. If the branch contains commits that don't belong, they must be removed before merging.
+
+### General Principles
+- Don't add features, refactor code, or make "improvements" beyond what was asked
+- Don't add unnecessary error handling for impossible scenarios
+- Don't create helpers or abstractions for one-time operations
+- No backwards-compatibility hacks (unused vars, re-exports, "removed" comments)
+- Three similar lines of code is better than a premature abstraction
+
+## Review Steps
+
+### 1. Check branch hygiene
+
+- Run `git log --oneline main..HEAD` to list all commits on the branch.
+- Verify every commit is relevant to the feature/PR. Flag any unrelated commits.
+- Check the branch is based on a recent `origin/main` (no stale base).
+
+### 2. Identify changed files
+
+Run `git diff --name-only HEAD` (unstaged) and `git diff --cached --name-only` (staged) to get all changed files. If there are no local changes, diff against the base branch using `git diff main...HEAD --name-only` and `git diff main...HEAD` to review all commits on the current branch.
+
+### 3. Run linters
+
+```bash
+./scripts/hooks/lint.sh
+```
+
+Report any failures. Do NOT fix them yourself — just report.
+
+### 4. Check for dead code
+
+For each changed Python file, check for:
+- Unused imports (Ruff should catch these, but verify)
+- Functions/methods/classes that were added but are never called from anywhere
+- Variables assigned but never read
+- Commented-out code blocks that should be removed
+
+For each changed TypeScript file, check for:
+- Unused imports
+- Unused variables or functions
+- Commented-out code
+
+### 5. Check type safety (Python)
+
+For each changed Python file, check for violations:
+- **No raw `dict` for structured data** — must use Pydantic model or dataclass, even for internal/private functions (only exception: truly dynamic/unknown keys)
+- **No multi-item tuple returns** — must use dataclass or Pydantic model, even for internal/private functions (no exceptions)
+- **Missing type hints** on function parameters and return types
+- **Missing `@field_validator`** for datetime fields that should be timezone-aware
+
+### 6. Check for missing tests
+
+For each new or significantly changed function/endpoint/class:
+- Check if there is a corresponding test addition or update
+- New API endpoints MUST have integration tests
+- New utility functions MUST have unit tests
+- Bug fixes SHOULD have a regression test
+
+Flag any new logic that lacks test coverage.
+
+### 7. Check API consistency
+
+If any files in `hindsight-api-slim/hindsight_api/api/` were changed:
+- Were the OpenAPI specs regenerated? (`./scripts/generate-openapi.sh`)
+- Were the client SDKs regenerated? (`./scripts/generate-clients.sh`)
+- Were the control plane proxy routes updated? (`hindsight-control-plane/src/app/api/`)
+
+### 8. Check code comments
+
+For each non-trivial change:
+- **New non-obvious logic** — is there a comment explaining the reasoning?
+- **Changed approach** — does the comment include what was done before and why it changed?
+- **Stale comments** — do existing comments near the changed code still accurately describe the behavior?
+
+### 9. Check integration completeness
+
+If any files in `hindsight-integrations/` were added or changed, verify:
+- **Tests exist** — the integration must have tests that simulate/exercise the external framework (not just pure unit tests of helpers). Check for a `tests/` directory with meaningful test files.
+- **CI job exists** — check `.github/workflows/test.yml` for a corresponding `test-<name>-integration` job. If missing, flag it.
+- **Release process** — check that the integration name is in the `VALID_INTEGRATIONS` array in `scripts/release-integration.sh`. If missing, flag it.
+- **Code standards** — the integration code must follow all Python style rules (type hints, no raw dicts, no tuple returns, etc.).
+
+### 10. Check MCP tool registration completeness
+
+If any new MCP tools were added or existing tools renamed in `hindsight-api-slim/hindsight_api/mcp_tools.py`:
+- **`_ALL_TOOLS` set** in `mcp_tools.py` — must include the new tool name
+- **`tools_to_register` default set** in `register_mcp_tools()` in `mcp_tools.py` — must include the new tool name
+- **`_SINGLE_BANK_TOOLS` set** in `hindsight-api-slim/hindsight_api/api/mcp.py` — must include the new tool if it is bank-scoped (not a bank-management tool like `list_banks`/`create_bank`)
+- **`MCP_TOOL_GROUPS`** in `hindsight-control-plane/src/components/bank-config-view.tsx` — must include the new tool in the appropriate group for the UI tool selector
+- **Tool count assertions** in tests (e.g., `test_mcp_tools.py`) — must be updated to reflect the new count
+
+### 11. Review against other coding standards
+
+Check the diff for violations of the standards listed above:
+- Python files at project root (not allowed)
+- Missing async patterns (should be async throughout)
+- Pydantic models for request/response
+- Line length > 120 chars
+- New features/code beyond what was asked (over-engineering)
+- Unnecessary error handling for impossible scenarios
+- Premature abstractions or speculative helpers
+- Backwards-compatibility hacks (unused vars, re-exports, "removed" comments)
+
+### 12. Report findings
+
+Present a clear summary organized by severity:
+
+**Must fix** — issues that will break CI or violate hard project rules:
+- Unrelated commits on the branch
+- Lint failures
+- Missing type hints on public functions
+- Raw dict usage for structured data (including internal code)
+- Multi-item tuple returns (including internal code)
+- Missing tests for new endpoints
+- New integration missing tests, CI job, or release-integration.sh entry
+
+**Should fix** — issues that hurt code quality:
+- Dead code / unused imports missed by linter
+- Missing tests for non-trivial utility functions
+- Over-engineering beyond the task scope
+
+**Note** — observations that may or may not need action:
+- API changes that might need client regeneration
+- Patterns that deviate from nearby code style
+
+For each finding, include the file path, line number, and a brief explanation.
+
+Do NOT auto-fix any issues. Report all findings and let the user decide what to address. If there are no findings, confirm the code looks good.

.env.example

@@ -2,7 +2,7 @@
 # Copy this file to .env and fill in your values
 
 # LLM Configuration (Required)
-# Supported providers: openai, groq, ollama, gemini, anthropic, lmstudio, vertexai, minimax
+# Supported providers: openai, groq, ollama, gemini, anthropic, lmstudio, vertexai, minimax, volcano
 HINDSIGHT_API_LLM_PROVIDER=openai
 HINDSIGHT_API_LLM_API_KEY=your-api-key-here
 HINDSIGHT_API_LLM_MODEL=gpt-4o-mini
@@ -44,6 +44,7 @@ HINDSIGHT_API_LOG_LEVEL=info
 
 # Database (Optional - uses embedded pg0 by default)
 # HINDSIGHT_API_DATABASE_URL=postgresql://user:pass@host:5432/db
+# HINDSIGHT_API_MIGRATION_DATABASE_URL=  # Direct PostgreSQL URL for migrations (bypasses PgBouncer). Falls back to DATABASE_URL.
 # HINDSIGHT_API_DATABASE_SCHEMA=public  # PostgreSQL schema name (default: public)
 
 # Vector Extension (Optional - uses pgvector by default)

.github/workflows/deploy-docs.yml

@@ -44,5 +44,5 @@ jobs:
     runs-on: ubuntu-latest
     needs: build
     steps:
-      - uses: actions/deploy-pages@v4
+      - uses: actions/deploy-pages@v5
         id: deployment

.github/workflows/release-integration.yml

@@ -31,8 +31,10 @@ jobs:
       run: |
         if [ -f "hindsight-integrations/${{ steps.info.outputs.integration }}/pyproject.toml" ]; then
           echo "type=python" >> $GITHUB_OUTPUT
-        else
+        elif [ -f "hindsight-integrations/${{ steps.info.outputs.integration }}/package.json" ]; then
           echo "type=typescript" >> $GITHUB_OUTPUT
+        else
+          echo "type=plugin" >> $GITHUB_OUTPUT
         fi
 
     # ── Python integrations (litellm, pydantic-ai, crewai) ──────────────────
@@ -45,7 +47,7 @@ jobs:
 
     - name: Set up Python
       if: steps.type.outputs.type == 'python'
-      uses: actions/setup-python@v5
+      uses: actions/setup-python@v6
       with:
         python-version-file: ".python-version"
 
@@ -63,6 +65,16 @@ jobs:
 
     # ── TypeScript integrations (ai-sdk, chat, openclaw) ────────────────────
 
+    # ── Plugin integrations (claude-code) — no package to publish ───────────
+
+    - name: Plugin release
+      if: steps.type.outputs.type == 'plugin'
+      run: |
+        echo "Plugin integration ${{ steps.info.outputs.integration }} v${{ steps.info.outputs.version }} — no package to publish."
+        echo "Users install via: claude plugin marketplace add vectorize-io/hindsight --sparse hindsight-integrations"
+
+    # ── TypeScript integrations (ai-sdk, chat, openclaw) ────────────────────
+
     - name: Set up Node.js
       if: steps.type.outputs.type == 'typescript'
       uses: actions/setup-node@v6

.github/workflows/release.yml

@@ -150,6 +150,55 @@ jobs:
         path: hindsight-clients/typescript/*.tgz
         retention-days: 1
 
+  release-hindsight-all-npm:
+    runs-on: ubuntu-latest
+    environment: npm
+
+    steps:
+    - uses: actions/checkout@v6
+
+    - name: Set up Node.js
+      uses: actions/setup-node@v6
+      with:
+        node-version: '22'
+        registry-url: 'https://registry.npmjs.org'
+        cache: 'npm'
+        cache-dependency-path: package-lock.json
+
+    - name: Install dependencies
+      run: npm ci --workspace=hindsight-all-npm
+
+    - name: Build
+      run: npm run build --workspace=hindsight-all-npm
+
+    - name: Publish to npm
+      working-directory: ./hindsight-all-npm
+      run: |
+        set +e
+        OUTPUT=$(npm publish --access public 2>&1)
+        EXIT_CODE=$?
+        echo "$OUTPUT"
+        if [ $EXIT_CODE -ne 0 ]; then
+          if echo "$OUTPUT" | grep -q "cannot publish over"; then
+            echo "Package version already published, skipping..."
+            exit 0
+          fi
+          exit $EXIT_CODE
+        fi
+      env:
+        NODE_AUTH_TOKEN: ${{ secrets.NPM_TOKEN }}
+
+    - name: Pack for GitHub release
+      working-directory: ./hindsight-all-npm
+      run: npm pack
+
+    - name: Upload artifacts
+      uses: actions/upload-artifact@v7
+      with:
+        name: hindsight-all-npm
+        path: hindsight-all-npm/*.tgz
+        retention-days: 1
+
   release-control-plane:
     runs-on: ubuntu-latest
     environment: npm
@@ -382,7 +431,7 @@ jobs:
     - uses: actions/checkout@v6
 
     - name: Install Helm
-      uses: azure/setup-helm@v4
+      uses: azure/setup-helm@v5
       with:
         version: 'latest'
 
@@ -407,7 +456,7 @@ jobs:
 
   create-github-release:
     runs-on: ubuntu-latest
-    needs: [release-python-packages, release-typescript-client, release-control-plane, release-rust-cli, release-docker-images, release-helm-chart]
+    needs: [release-python-packages, release-typescript-client, release-hindsight-all-npm, release-control-plane, release-rust-cli, release-docker-images, release-helm-chart]
     permissions:
       contents: write
 
@@ -436,6 +485,12 @@ jobs:
         name: control-plane
         path: ./artifacts/control-plane
 
+    - name: Download hindsight-embed npm wrapper
+      uses: actions/download-artifact@v8
+      with:
+        name: hindsight-all-npm
+        path: ./artifacts/hindsight-all-npm
+
     - name: Download Rust CLI (Linux)
       uses: actions/download-artifact@v8
       with:
@@ -472,6 +527,8 @@ jobs:
         cp artifacts/python-packages/hindsight-embed/dist/* release-assets/ || true
         # TypeScript client
         cp artifacts/typescript-client/*.tgz release-assets/ || true
+        # hindsight-embed npm wrapper
+        cp artifacts/hindsight-all-npm/*.tgz release-assets/ || true
         # Control Plane
         cp artifacts/control-plane/*.tgz release-assets/ || true
         # Rust CLI binaries

.gitignore

@@ -50,7 +50,8 @@ hindsight-dev/benchmarks/perf/results/
 benchmarks/results/
 hindsight-cli/target
 hindsight-clients/rust/target
-.claude
+.claude/*
+!.claude/skills/
 whats-next.md
 TASK.md
 # Changelog is now tracked in hindsight-docs/src/pages/changelog.md

CLAUDE.md

@@ -11,9 +11,15 @@ Hindsight is an agent memory system that provides long-term memory for AI agents
 
 ## Development Commands
 
+### Local Development (API + UI)
+```bash
+# Start both API server and control plane UI
+./scripts/dev/start.sh
+```
+
 ### API Server (Python/FastAPI)
 ```bash
-# Start API server (loads .env automatically)
+# Start API server only (loads .env automatically)
 ./scripts/dev/start-api.sh
 
 # Run all tests (parallelized with pytest-xdist)
@@ -73,17 +79,16 @@ cd hindsight-control-plane && npm run dev
 
 ### Monorepo Structure
 - **hindsight-api-slim/**: Core FastAPI server with memory engine (Python, uv)
-- **hindsight/**: Embedded Python bundle (hindsight-all package)
 - **hindsight-control-plane/**: Admin UI (Next.js, npm)
 - **hindsight-cli/**: CLI tool (Rust, cargo, uses progenitor for API client)
 - **hindsight-clients/**: Generated SDK clients (Python, TypeScript, Rust)
 - **hindsight-docs/**: Docusaurus documentation site
-- **hindsight-integrations/**: Framework integrations (LiteLLM, OpenAI)
+- **hindsight-integrations/**: Framework integrations (LiteLLM, CrewAI, LangGraph, Pydantic AI, AG2, Claude Code, etc.)
 - **hindsight-dev/**: Development tools and benchmarks
 
 ### Core Engine (hindsight-api-slim/hindsight_api/engine/)
-- `memory_engine.py`: Main orchestrator (~170KB) for retain/recall/reflect operations
-- `llm_wrapper.py`: LLM abstraction supporting OpenAI, Anthropic, Gemini, Groq, MiniMax, Ollama, LM Studio
+- `memory_engine.py`: Main orchestrator for retain/recall/reflect operations
+- `llm_wrapper.py`: LLM abstraction supporting OpenAI, Anthropic, Gemini, VertexAI, Groq, MiniMax, Ollama, LM Studio, LiteLLM, Claude Code
 - `embeddings.py`: Embedding generation (local sentence-transformers or TEI)
 - `cross_encoder.py`: Reranking (local or TEI)
 - `entity_resolver.py`: Entity extraction and normalization
@@ -96,13 +101,13 @@ cd hindsight-control-plane && npm run dev
 
 **search/**: Multi-strategy retrieval
 - `retrieval.py`: Main retrieval orchestrator
-- `graph_retrieval.py`: Entity/relationship graph traversal
-- `mpfp_retrieval.py`: Multi-Path Fact Propagation retrieval
+- `graph_retrieval.py`: Graph retrieval abstract base class
+- `link_expansion_retrieval.py`: Link expansion graph retrieval
 - `fusion.py`: Reciprocal rank fusion for combining results
 - `reranking.py`: Cross-encoder reranking
 
 ### API Layer (hindsight-api-slim/hindsight_api/api/)
-- `http.py`: FastAPI HTTP routers (~80KB) for all REST endpoints
+- `http.py`: FastAPI HTTP routers for all REST endpoints
 - `mcp.py`: Model Context Protocol server implementation
 
 Main operations:
@@ -164,11 +169,17 @@ Key tables: `banks`, `memory_units`, `documents`, `entities`, `entity_links`
 ## Key Conventions
 
 ### Code Quality
+
+**Before writing code, read `.claude/skills/code-review/SKILL.md`** for the full coding standards (Python style, type safety, TypeScript style, general principles).
+
 **Always run the lint script after making Python or TypeScript/Node changes:**
 ```bash
 ./scripts/hooks/lint.sh
 ```
-This runs the same checks as the pre-commit hook (Ruff for Python, ESLint/Prettier for TypeScript).
+
+**After completing any implementation work, run `/code-review`** to verify your changes against project standards (missing tests, dead code, type safety, etc.). Fix any "must fix" issues before considering the task done.
+
+**MANDATORY: Run `/code-review` before pushing code or creating a pull request.** Do not push or create a PR until all "must fix" issues are resolved.
 
 ### Memory Banks
 - Each bank is an isolated memory store (like a "brain" for one user/agent)
@@ -200,48 +211,16 @@ When adding or modifying parameters in the dataplane API (hindsight-api), you mu
    - Update the client type definition in `lib/api.ts`
    - Update any UI components that need to use the new parameter
 
-### Python Style
-- Python 3.11+, type hints required
-- Async throughout (asyncpg, async FastAPI)
-- Pydantic models for request/response
-- Ruff for linting (line-length 120)
-- No Python files at project root - maintain clean directory structure
-- **Never use multi-item tuple return values** - prefer dataclass or Pydantic model for structured returns
+### Adding New Integrations
 
-### Type Safety with Pydantic Models
-**NEVER use raw `dict` types for structured data.** Always use Pydantic models:
-- Use Pydantic `BaseModel` for all data structures passed between functions
-- Add `@field_validator` for type coercion (e.g., ensuring datetimes are timezone-aware)
-- Avoid `dict.get()` patterns - use typed model attributes instead
-- Parse external data (JSON, API responses) into Pydantic models at the boundary
-- This catches type errors at parse time, not deep in business logic
+Every new integration in `hindsight-integrations/` must satisfy all of the following before it can be merged:
 
-```python
-# BAD - error-prone dict access
-def process(data: dict) -> str:
-    return data.get("name", "")  # No validation, silent failures
+1. **Tests are required** — tests must simulate or exercise the external system (mock the framework's interfaces and verify the integration actually calls Hindsight correctly). Pure unit tests of helper functions are not sufficient.
+2. **CI job** — add a test job in `.github/workflows/test.yml` following the existing pattern (e.g., `test-crewai-integration`). The job must build, install deps, and run `uv run pytest tests -v`. Also add the integration to `detect-changes` outputs so it only runs when its files change.
+3. **Release process** — add the integration name to the `VALID_INTEGRATIONS` array in `scripts/release-integration.sh` so it can be released via the standard release workflow.
+4. **Follow project code standards** — Python style, type safety, no raw dicts for structured data, no multi-item tuple returns (see `.claude/skills/code-review/SKILL.md`).
 
-# GOOD - typed and validated
-class UserData(BaseModel):
-    name: str
-    created_at: datetime
-
-    @field_validator("created_at", mode="before")
-    @classmethod
-    def ensure_tz_aware(cls, v):
-        if isinstance(v, str):
-            v = datetime.fromisoformat(v.replace("Z", "+00:00"))
-        if v.tzinfo is None:
-            return v.replace(tzinfo=timezone.utc)
-        return v
-
-def process(data: UserData) -> str:
-    return data.name  # Type-safe, validated at construction
-```
-
-### TypeScript Style
-- Next.js App Router for control plane
-- Tailwind CSS with shadcn/ui components
+If any of these are missing, the integration is incomplete and must not be pushed or merged.
 
 ### Adding New API Configuration Flags
 
@@ -255,17 +234,17 @@ Fields must be categorized as either **hierarchical** (can be overridden per-ten
    - Add `ENV_*` constant for the environment variable name (e.g., `ENV_MY_SETTING = "HINDSIGHT_API_MY_SETTING"`)
    - Add `DEFAULT_*` constant for the default value
    - Add field to `HindsightConfig` dataclass with type annotation
-   - **Mark as hierarchical or static** by adding to `_HIERARCHICAL_FIELDS` set (hierarchical) or leaving it out (static)
+   - **Mark as configurable** by adding to `_CONFIGURABLE_FIELDS` set if the field should be overridable per-tenant/bank via API
    - Add initialization in `from_env()` method
 
    ```python
-   # Hierarchical field (can be overridden per-bank)
-   _HIERARCHICAL_FIELDS = {
+   # Configurable field (can be overridden per-tenant/bank via API)
+   _CONFIGURABLE_FIELDS = {
        ...,
-       "my_setting",  # Add here for hierarchical
+       "my_setting",  # Add here for configurable
    }
 
-   # Static field - just don't add to _HIERARCHICAL_FIELDS
+   # Static field - just don't add to _CONFIGURABLE_FIELDS
    ```
 
 2. **main.py** (`hindsight-api-slim/hindsight_api/main.py`):

README.md

@@ -7,6 +7,7 @@
 [![CI](https://github.com/vectorize-io/hindsight/actions/workflows/release.yml/badge.svg)](https://github.com/vectorize-io/hindsight/actions/workflows/release.yml)
 [![Slack Community](https://img.shields.io/badge/Slack-Join%20Community-4A154B?logo=slack)](https://join.slack.com/t/hindsight-space/shared_invite/zt-3nhbm4w29-LeSJ5Ixi6j8PdiYOCPlOgg)
 [![License: MIT](https://img.shields.io/badge/License-MIT-yellow.svg)](https://opensource.org/licenses/MIT)
+[![gitcgr](https://gitcgr.com/badge/vectorize-io/hindsight.svg)](https://gitcgr.com/vectorize-io/hindsight)
 ![PyPI - Downloads](https://img.shields.io/pypi/dm/hindsight-api?label=PyPI)
 ![NPM Downloads](https://img.shields.io/npm/dm/%40vectorize-io%2Fhindsight-client?logoColor=orange&label=NPM&color=blue&link=https%3A%2F%2Fwww.npmjs.com%2Fpackage%2F%40vectorize-io%2Fhindsight-client)
 <br/>

docker/standalone/start-all.sh

@@ -1,6 +1,28 @@
 #!/bin/bash
 set -e
 
+# =============================================================================
+# Embedded pg0 data integrity check (#675)
+#
+# When using embedded pg0, check if the data directory has existing PostgreSQL
+# data before starting. If the directory exists but appears empty/corrupt
+# (e.g., missing PG_VERSION file), log a warning. This helps diagnose data
+# loss scenarios where a container restart caused the data directory to be
+# wiped despite a volume mount being present.
+# =============================================================================
+PG0_DATA_DIR="${HOME}/.pg0"
+if [ -d "$PG0_DATA_DIR" ]; then
+    # Look for actual PostgreSQL data directories (pg0 creates subdirs per instance)
+    if compgen -G "$PG0_DATA_DIR"/*/PG_VERSION > /dev/null 2>&1; then
+        echo "✅ Existing pg0 data directory detected at $PG0_DATA_DIR"
+    elif [ "$(ls -A "$PG0_DATA_DIR" 2>/dev/null)" ]; then
+        echo "⚠️  WARNING: pg0 data directory exists at $PG0_DATA_DIR but no PG_VERSION found."
+        echo "   This may indicate data corruption or an incomplete previous shutdown."
+        echo "   If you see all migrations running from scratch after this, your data may have been lost."
+        echo "   See: https://github.com/vectorize-io/hindsight/issues/675"
+    fi
+fi
+
 # Service flags (default to true if not set)
 ENABLE_API="${HINDSIGHT_ENABLE_API:-true}"
 ENABLE_CP="${HINDSIGHT_ENABLE_CP:-true}"
@@ -71,6 +93,63 @@ if [ "${HINDSIGHT_WAIT_FOR_DEPS:-false}" = "true" ]; then
     done
 fi
 
+# =============================================================================
+# Graceful shutdown handler (#675)
+#
+# Docker sends SIGTERM on `docker stop`/`docker restart`. Without a trap, child
+# processes (hindsight-api + pg0, control-plane) are killed abruptly. For the
+# embedded pg0 database this can cause data loss when the data directory is on
+# a Docker volume that gets remounted after restart.
+#
+# The trap forwards SIGTERM to all tracked child PIDs so that:
+#   - hindsight-api receives the signal and can run its shutdown hooks
+#   - pg0 gets a clean PostgreSQL shutdown (checkpoint + WAL flush)
+#   - The control-plane Node.js process exits cleanly
+# =============================================================================
+# Guard against concurrent cleanup (e.g., child crash + SIGTERM arriving together)
+SHUTTING_DOWN=false
+
+cleanup() {
+    if $SHUTTING_DOWN; then return; fi
+    SHUTTING_DOWN=true
+
+    echo ""
+    echo "🛑 Received shutdown signal, stopping services gracefully..."
+    for pid in "${PIDS[@]}"; do
+        if kill -0 "$pid" 2>/dev/null; then
+            kill -TERM "$pid" 2>/dev/null
+        fi
+    done
+    # Give processes time to shut down cleanly (pg0 needs to flush WAL).
+    # NOTE: Docker's default stop_grace_period is 10s. If you use the default,
+    # either set stop_grace_period: 30s in your compose file / docker stop -t 30,
+    # or Docker will SIGKILL the container before this timeout expires.
+    local timeout=30
+    for ((i=1; i<=timeout; i++)); do
+        local all_stopped=true
+        for pid in "${PIDS[@]}"; do
+            if kill -0 "$pid" 2>/dev/null; then
+                all_stopped=false
+                break
+            fi
+        done
+        if $all_stopped; then
+            echo "✅ All services stopped cleanly"
+            exit 0
+        fi
+        sleep 1
+    done
+    # Force kill if still running after timeout
+    echo "⚠️  Timeout reached, forcing shutdown..."
+    for pid in "${PIDS[@]}"; do
+        if kill -0 "$pid" 2>/dev/null; then
+            kill -9 "$pid" 2>/dev/null
+        fi
+    done
+    exit 1
+}
+trap cleanup SIGTERM SIGINT
+
 # Track PIDs for wait
 PIDS=()
 
@@ -138,8 +217,21 @@ if [ ${#PIDS[@]} -eq 0 ]; then
     exit 1
 fi
 
-# Wait for any process to exit
-wait -n
-
-# Exit with status of first exited process
-exit $?
+# Wait for any process to exit (use wait -n with trap-safe loop)
+while true; do
+    # wait -n returns when any child exits; it also returns on signal delivery
+    # (the trap handler will run and exit, so this loop is just for robustness).
+    # `&& true` prevents `set -e` from killing the script when wait -n returns
+    # non-zero (child exited with error or no backgrounded children remain).
+    wait -n && true
+    # Check if any tracked PID has exited
+    for pid in "${PIDS[@]}"; do
+        if ! kill -0 "$pid" 2>/dev/null; then
+            wait "$pid" 2>/dev/null
+            exit_code=$?
+            echo "⚠️  Service (PID $pid) exited with code $exit_code"
+            # Trigger cleanup for remaining services
+            cleanup
+        fi
+    done
+done

helm/hindsight/Chart.yaml

@@ -2,8 +2,8 @@ apiVersion: v2
 name: hindsight
 description: Hindsight helm chart
 type: application
-version: 0.4.19
-appVersion: "0.4.19"
+version: 0.5.0
+appVersion: "0.5.0"
 keywords:
   - ai
   - memory

helm/hindsight/templates/api-deployment.yaml

@@ -95,6 +95,27 @@ spec:
           {{- toYaml .Values.api.readinessProbe | nindent 10 }}
         resources:
           {{- toYaml .Values.api.resources | nindent 10 }}
+        {{- if or .Values.api.persistence.modelCache.enabled .Values.api.extraVolumeMounts }}
+        volumeMounts:
+        {{- if .Values.api.persistence.modelCache.enabled }}
+        - name: model-cache
+          mountPath: /home/hindsight/.cache
+        {{- end }}
+        {{- with .Values.api.extraVolumeMounts }}
+        {{- toYaml . | nindent 8 }}
+        {{- end }}
+        {{- end }}
+      {{- if or .Values.api.persistence.modelCache.enabled .Values.api.extraVolumes }}
+      volumes:
+      {{- if .Values.api.persistence.modelCache.enabled }}
+      - name: model-cache
+        persistentVolumeClaim:
+          claimName: {{ include "hindsight.fullname" . }}-api-model-cache
+      {{- end }}
+      {{- with .Values.api.extraVolumes }}
+      {{- toYaml . | nindent 6 }}
+      {{- end }}
+      {{- end }}
       {{- with .Values.nodeSelector }}
       nodeSelector:
         {{- toYaml . | nindent 8 }}

helm/hindsight/templates/api-model-cache-pvc.yaml

@@ -0,0 +1,21 @@
+{{- if and .Values.api.enabled .Values.api.persistence.modelCache.enabled }}
+apiVersion: v1
+kind: PersistentVolumeClaim
+metadata:
+  name: {{ include "hindsight.fullname" . }}-api-model-cache
+  labels:
+    {{- include "hindsight.api.labels" . | nindent 4 }}
+  {{- with .Values.api.persistence.modelCache.annotations }}
+  annotations:
+    {{- toYaml . | nindent 4 }}
+  {{- end }}
+spec:
+  accessModes:
+    {{- toYaml .Values.api.persistence.modelCache.accessModes | nindent 4 }}
+  {{- if .Values.api.persistence.modelCache.storageClass }}
+  storageClassName: {{ .Values.api.persistence.modelCache.storageClass }}
+  {{- end }}
+  resources:
+    requests:
+      storage: {{ .Values.api.persistence.modelCache.size }}
+{{- end }}

helm/hindsight/templates/worker-statefulset.yaml

@@ -95,6 +95,16 @@ spec:
           {{- toYaml .Values.worker.readinessProbe | nindent 10 }}
         resources:
           {{- toYaml .Values.worker.resources | nindent 10 }}
+        {{- if or .Values.worker.persistence.modelCache.enabled .Values.worker.extraVolumeMounts }}
+        volumeMounts:
+        {{- if .Values.worker.persistence.modelCache.enabled }}
+        - name: model-cache
+          mountPath: /home/hindsight/.cache
+        {{- end }}
+        {{- with .Values.worker.extraVolumeMounts }}
+        {{- toYaml . | nindent 8 }}
+        {{- end }}
+        {{- end }}
       {{- with .Values.nodeSelector }}
       nodeSelector:
         {{- toYaml . | nindent 8 }}
@@ -107,4 +117,26 @@ spec:
       tolerations:
         {{- toYaml . | nindent 8 }}
       {{- end }}
+      {{- with .Values.worker.extraVolumes }}
+      volumes:
+      {{- toYaml . | nindent 6 }}
+      {{- end }}
+  {{- if .Values.worker.persistence.modelCache.enabled }}
+  volumeClaimTemplates:
+  - metadata:
+      name: model-cache
+      {{- with .Values.worker.persistence.modelCache.annotations }}
+      annotations:
+        {{- toYaml . | nindent 8 }}
+      {{- end }}
+    spec:
+      accessModes:
+        {{- toYaml .Values.worker.persistence.modelCache.accessModes | nindent 8 }}
+      {{- if .Values.worker.persistence.modelCache.storageClass }}
+      storageClassName: {{ .Values.worker.persistence.modelCache.storageClass }}
+      {{- end }}
+      resources:
+        requests:
+          storage: {{ .Values.worker.persistence.modelCache.size }}
+  {{- end }}
 {{- end }}

helm/hindsight/values.yaml

@@ -67,6 +67,33 @@ api:
   # Pod affinity/anti-affinity (overrides global affinity for this component)
   # affinity: {}
 
+  # Persistent volume for local model cache (reranker, embeddings)
+  # Models are downloaded to /home/hindsight/.cache on first use.
+  # Without persistence, models are re-downloaded on every pod restart.
+  persistence:
+    modelCache:
+      enabled: false
+      size: 5Gi
+      storageClass: ""
+      accessModes:
+        - ReadWriteOnce
+      annotations: {}
+
+  # Extra volume mounts for the api container
+  # e.g.
+  # extraVolumeMounts:
+  #   - name: my-volume
+  #     mountPath: /mnt/my-volume
+  extraVolumeMounts: []
+
+  # Extra volumes for the api pod
+  # e.g.
+  # extraVolumes:
+  #   - name: my-volume
+  #     configMap:
+  #       name: my-configmap
+  extraVolumes: []
+
   # Environment variables
   env:
     #HINDSIGHT_API_LLM_PROVIDER: "groq"
@@ -140,6 +167,32 @@ worker:
   # Pod affinity/anti-affinity (overrides global affinity for this component)
   # affinity: {}
 
+  # Persistent volume for local model cache (reranker, embeddings)
+  # Uses volumeClaimTemplates since worker is a StatefulSet.
+  persistence:
+    modelCache:
+      enabled: false
+      size: 5Gi
+      storageClass: ""
+      accessModes:
+        - ReadWriteOnce
+      annotations: {}
+
+  # Extra volume mounts for the worker container
+  # e.g.
+  # extraVolumeMounts:
+  #   - name: my-volume
+  #     mountPath: /mnt/my-volume
+  extraVolumeMounts: []
+
+  # Extra volumes for the worker pod
+  # e.g.
+  # extraVolumes:
+  #   - name: my-volume
+  #     configMap:
+  #       name: my-configmap
+  extraVolumes: []
+
   # Secret environment variables (inherited from api.secrets if not specified)
   secrets: {}
 

hindsight-all-npm/.gitignore

@@ -0,0 +1,4 @@
+node_modules
+dist
+*.tgz
+.DS_Store

hindsight-all-npm/README.md

@@ -0,0 +1,80 @@
+# @vectorize-io/hindsight-all
+
+Node.js equivalent of the Python [`hindsight-all`](https://pypi.org/project/hindsight-all/) package — programmatic lifecycle manager for a local Hindsight daemon. Use this when you want to embed Hindsight in a Node application without hand-rolling subprocess management.
+
+This package deliberately does **not** ship an HTTP client. Once the daemon is running, talk to it with [`@vectorize-io/hindsight-client`](https://www.npmjs.com/package/@vectorize-io/hindsight-client) against `server.getBaseUrl()`. The two packages compose — one owns the daemon process, the other owns the HTTP API surface.
+
+## Requirements
+
+- **Node.js >= 22** — uses global `fetch` and `AbortSignal.timeout`.
+- **`uv` / `uvx`** on `PATH` — used to download and run the underlying `hindsight-embed` daemon on first use. Install via <https://docs.astral.sh/uv/>.
+
+## Install
+
+```bash
+npm install @vectorize-io/hindsight-all @vectorize-io/hindsight-client
+```
+
+## Example
+
+```ts
+import { HindsightServer, consoleLogger } from '@vectorize-io/hindsight-all';
+import { HindsightClient } from '@vectorize-io/hindsight-client';
+
+const server = new HindsightServer({
+  profile: 'my-app',
+  port: 9077,
+  env: {
+    HINDSIGHT_API_LLM_PROVIDER: 'anthropic',
+    HINDSIGHT_API_LLM_API_KEY: process.env.ANTHROPIC_API_KEY,
+    HINDSIGHT_API_LLM_MODEL: 'claude-sonnet-4-20250514',
+    HINDSIGHT_EMBED_DAEMON_IDLE_TIMEOUT: '0',
+  },
+  logger: consoleLogger,
+});
+
+await server.start();
+
+const client = new HindsightClient({ baseUrl: server.getBaseUrl() });
+
+await client.retain('user-123', 'User prefers dark mode and concise answers.', {
+  documentId: 'pref-2026-04-01',
+});
+
+const recall = await client.recall('user-123', 'what are the user preferences?');
+console.log(recall.results);
+
+await server.stop();
+```
+
+For a remote Hindsight API, skip `HindsightServer` entirely and just point `HindsightClient` at the remote URL.
+
+## Open config — forward-compatible with new daemon flags
+
+`HindsightServerOptions` is designed so every new environment variable or CLI flag in the underlying Hindsight daemon can be used without waiting for a wrapper release:
+
+- **`env`** accepts an arbitrary `Record<string, string>`. Every entry is exported into the daemon process and written into the profile config via `--env KEY=VALUE`.
+- **`extraProfileCreateArgs`** / **`extraDaemonStartArgs`** append raw args to the respective commands.
+
+## Development against a local checkout
+
+If you're hacking on the Python `hindsight-embed` package in the same monorepo, point the server at the local path — it'll use `uv run --directory <path>` instead of `uvx`:
+
+```ts
+new HindsightServer({
+  embedPackagePath: '/path/to/hindsight-embed',
+  // ...
+});
+```
+
+## API surface
+
+- `HindsightServer` — daemon lifecycle (`start`, `stop`, `checkHealth`, `getBaseUrl`, `getProfile`).
+- `Logger` interface plus `silentLogger` (default) and `consoleLogger` helpers.
+- `getEmbedCommand(opts)` — low-level helper that returns the `[cmd, ...args]` tuple used to invoke the underlying Python CLI.
+
+For memory operations (retain, recall, reflect, bank management, stats) use [`@vectorize-io/hindsight-client`](https://www.npmjs.com/package/@vectorize-io/hindsight-client).
+
+## License
+
+MIT

hindsight-all-npm/package.json

@@ -0,0 +1,57 @@
+{
+  "name": "@vectorize-io/hindsight-all",
+  "version": "0.5.0",
+  "description": "Node.js programmatic lifecycle manager for Hindsight — embeds a local hindsight daemon in a Node application. Pair with @vectorize-io/hindsight-client for memory operations.",
+  "main": "dist/index.js",
+  "types": "dist/index.d.ts",
+  "type": "module",
+  "exports": {
+    ".": {
+      "types": "./dist/index.d.ts",
+      "import": "./dist/index.js"
+    }
+  },
+  "keywords": [
+    "hindsight",
+    "hindsight-all",
+    "memory",
+    "ai",
+    "agent",
+    "long-term-memory",
+    "llm",
+    "embedded-server"
+  ],
+  "author": "Vectorize <[email protected]>",
+  "license": "MIT",
+  "repository": {
+    "type": "git",
+    "url": "https://github.com/vectorize-io/hindsight.git",
+    "directory": "hindsight-all-npm"
+  },
+  "files": [
+    "dist",
+    "README.md"
+  ],
+  "scripts": {
+    "build": "tsup",
+    "dev": "tsup --watch",
+    "clean": "rm -rf dist",
+    "test": "vitest run src",
+    "test:watch": "vitest src",
+    "prepublishOnly": "npm run clean && npm run build"
+  },
+  "devDependencies": {
+    "@types/node": "^22.0.0",
+    "tsup": "^8.5.1",
+    "typescript": "^5.7.0",
+    "vitest": "^4.1.2"
+  },
+  "engines": {
+    "node": ">=22"
+  },
+  "overrides": {
+    "rollup": "^4.59.0",
+    "picomatch": ">=2.3.2 <3.0.0 || >=4.0.4",
+    "vite": ">=8.0.5"
+  }
+}

hindsight-all-npm/src/command.test.ts

@@ -0,0 +1,32 @@
+import { describe, it, expect } from 'vitest';
+import { getEmbedCommand } from './command.js';
+
+describe('getEmbedCommand', () => {
+  it('defaults to uvx hindsight-embed@latest', () => {
+    expect(getEmbedCommand()).toEqual(['uvx', 'hindsight-embed@latest']);
+  });
+
+  it('honours an explicit version', () => {
+    expect(getEmbedCommand({ embedVersion: '0.5.0' })).toEqual(['uvx', '[email protected]']);
+  });
+
+  it('treats an empty version as latest', () => {
+    expect(getEmbedCommand({ embedVersion: '' })).toEqual(['uvx', 'hindsight-embed@latest']);
+  });
+
+  it('uses uv run --directory when a local path is given', () => {
+    expect(getEmbedCommand({ embedPackagePath: '/abs/path' })).toEqual([
+      'uv',
+      'run',
+      '--directory',
+      '/abs/path',
+      'hindsight-embed',
+    ]);
+  });
+
+  it('local path takes precedence over version', () => {
+    expect(
+      getEmbedCommand({ embedPackagePath: '/abs/path', embedVersion: '0.5.0' }),
+    ).toEqual(['uv', 'run', '--directory', '/abs/path', 'hindsight-embed']);
+  });
+});

hindsight-all-npm/src/command.ts

@@ -0,0 +1,25 @@
+/**
+ * Resolve the command that invokes the `hindsight-embed` Python CLI.
+ *
+ * - If `embedPackagePath` is set, runs the package from a local checkout via
+ *   `uv run --directory <path> hindsight-embed`. Used for in-repo development.
+ * - Otherwise runs it via `uvx hindsight-embed@<version>` so no global install
+ *   is required.
+ *
+ * Returns the argv as `[command, ...baseArgs]` suitable for `spawn()` /
+ * `execFile()` (never shell-interpolated).
+ */
+export interface EmbedCommandOptions {
+  /** Version spec passed to uvx (e.g. "latest", "0.5.0"). Default: "latest". */
+  embedVersion?: string;
+  /** Local checkout path. When set, overrides `embedVersion` and uses `uv run`. */
+  embedPackagePath?: string;
+}
+
+export function getEmbedCommand(opts: EmbedCommandOptions = {}): string[] {
+  if (opts.embedPackagePath) {
+    return ['uv', 'run', '--directory', opts.embedPackagePath, 'hindsight-embed'];
+  }
+  const version = opts.embedVersion && opts.embedVersion.length > 0 ? opts.embedVersion : 'latest';
+  return ['uvx', `hindsight-embed@${version}`];
+}

hindsight-all-npm/src/index.ts

@@ -0,0 +1,7 @@
+export { HindsightServer } from './server.js';
+export { getEmbedCommand } from './command.js';
+export { silentLogger, consoleLogger } from './logger.js';
+
+export type { Logger } from './logger.js';
+export type { EmbedCommandOptions } from './command.js';
+export type { HindsightServerOptions } from './types.js';

hindsight-all-npm/src/logger.ts

@@ -0,0 +1,29 @@
+/**
+ * Pluggable logger interface.
+ *
+ * This package does not own any logging infrastructure — consumers inject
+ * whatever they want (console, pino, openclaw's logger, a no-op). The default
+ * is silent so embedding this package never adds noise to an unrelated app.
+ */
+export interface Logger {
+  debug(msg: string): void;
+  info(msg: string): void;
+  warn(msg: string): void;
+  error(msg: string): void;
+}
+
+/** Logger that drops every call. Used when no logger is passed. */
+export const silentLogger: Logger = {
+  debug: () => {},
+  info: () => {},
+  warn: () => {},
+  error: () => {},
+};
+
+/** Logger that writes to the standard console. Handy for CLIs and tests. */
+export const consoleLogger: Logger = {
+  debug: (msg) => console.debug(msg),
+  info: (msg) => console.log(msg),
+  warn: (msg) => console.warn(msg),
+  error: (msg) => console.error(msg),
+};

hindsight-all-npm/src/server.test.ts

@@ -0,0 +1,35 @@
+import { describe, it, expect } from 'vitest';
+import { HindsightServer } from './server.js';
+
+describe('HindsightServer construction', () => {
+  it('defaults base URL to http://127.0.0.1:8888', () => {
+    const server = new HindsightServer();
+    expect(server.getBaseUrl()).toBe('http://127.0.0.1:8888');
+    expect(server.getProfile()).toBe('default');
+  });
+
+  it('honours custom profile, port, and host', () => {
+    const server = new HindsightServer({ profile: 'app', port: 9077, host: '0.0.0.0' });
+    expect(server.getProfile()).toBe('app');
+    expect(server.getBaseUrl()).toBe('http://0.0.0.0:9077');
+  });
+
+  it('accepts open env pass-through without complaining about unknown keys', () => {
+    const server = new HindsightServer({
+      env: {
+        HINDSIGHT_API_LLM_PROVIDER: 'openai',
+        HINDSIGHT_API_LLM_MODEL: 'gpt-4o-mini',
+        // A field that does not exist today — should still be accepted
+        HINDSIGHT_FUTURE_FLAG: 'enabled',
+      },
+    });
+    expect(server).toBeInstanceOf(HindsightServer);
+  });
+
+  it('exposes checkHealth that returns false when no daemon is running', async () => {
+    // Random high port that nothing is listening on.
+    const server = new HindsightServer({ port: 1, readyTimeoutMs: 100 });
+    const healthy = await server.checkHealth();
+    expect(healthy).toBe(false);
+  });
+});

hindsight-all-npm/src/server.ts

@@ -0,0 +1,322 @@
+import { spawn } from 'child_process';
+import { getEmbedCommand } from './command.js';
+import { silentLogger } from './logger.js';
+import type { Logger } from './logger.js';
+import type { HindsightServerOptions } from './types.js';
+
+const DEFAULT_PORT = 8888;
+const DEFAULT_HOST = '127.0.0.1';
+const DEFAULT_PROFILE = 'default';
+const DEFAULT_READY_TIMEOUT_MS = 30_000;
+const DEFAULT_READY_POLL_INTERVAL_MS = 1_000;
+
+/**
+ * Manages the lifecycle of a local Hindsight daemon from a Node.js process.
+ *
+ * On {@link start}, this class:
+ *   1. Resolves the `hindsight-embed` command (via `uvx` or a local `uv run`).
+ *   2. Runs `profile create <name> --merge --port <port> [--env K=V ...]`
+ *      with every entry in {@link HindsightServerOptions.env} forwarded as
+ *      an `--env` flag.
+ *   3. Runs `daemon --profile <name> start` and waits for the start command
+ *      to exit.
+ *   4. Polls `http://host:port/health` until it returns `200` or the
+ *      `readyTimeoutMs` budget is exhausted.
+ *
+ * On {@link stop}, it runs `daemon --profile <name> stop` and returns once
+ * the command exits (or after a short grace period).
+ *
+ * This is the Node.js equivalent of the Python `hindsight-all` package's
+ * `HindsightServer`: a thin programmatic lifecycle wrapper around the
+ * Hindsight daemon. It does NOT ship an HTTP client — once `start()`
+ * resolves, use `@vectorize-io/hindsight-client` against `getBaseUrl()` for
+ * retain / recall / reflect.
+ *
+ * The class is deliberately transparent about the daemon: new CLI flags or
+ * environment variables never require a code change here — callers can pass
+ * them via `env`, `extraProfileCreateArgs`, or `extraDaemonStartArgs`.
+ */
+export class HindsightServer {
+  private readonly profile: string;
+  private readonly port: number;
+  private readonly host: string;
+  private readonly baseUrl: string;
+  private readonly embedVersion: string | undefined;
+  private readonly embedPackagePath: string | undefined;
+  private readonly userEnv: Record<string, string | undefined>;
+  private readonly extraProfileCreateArgs: string[];
+  private readonly extraDaemonStartArgs: string[];
+  private readonly platformCpuWorkaround: boolean;
+  private readonly readyTimeoutMs: number;
+  private readonly readyPollIntervalMs: number;
+  private readonly logger: Logger;
+
+  constructor(opts: HindsightServerOptions = {}) {
+    this.profile = opts.profile ?? DEFAULT_PROFILE;
+    this.port = opts.port ?? DEFAULT_PORT;
+    this.host = opts.host ?? DEFAULT_HOST;
+    this.baseUrl = `http://${this.host}:${this.port}`;
+    this.embedVersion = opts.embedVersion;
+    this.embedPackagePath = opts.embedPackagePath;
+    this.userEnv = opts.env ?? {};
+    this.extraProfileCreateArgs = opts.extraProfileCreateArgs ?? [];
+    this.extraDaemonStartArgs = opts.extraDaemonStartArgs ?? [];
+    this.platformCpuWorkaround = opts.platformCpuWorkaround ?? (process.platform === 'darwin');
+    this.readyTimeoutMs = opts.readyTimeoutMs ?? DEFAULT_READY_TIMEOUT_MS;
+    this.readyPollIntervalMs = opts.readyPollIntervalMs ?? DEFAULT_READY_POLL_INTERVAL_MS;
+    this.logger = opts.logger ?? silentLogger;
+  }
+
+  /** The base URL the daemon listens on (`http://host:port`). */
+  getBaseUrl(): string {
+    return this.baseUrl;
+  }
+
+  /** The profile name this server operates on. */
+  getProfile(): string {
+    return this.profile;
+  }
+
+  /**
+   * Ensure the daemon is configured and running. Idempotent — the underlying
+   * `profile create --merge` and `daemon start` commands tolerate re-runs.
+   */
+  async start(): Promise<void> {
+    this.logger.info(`[hindsight] starting daemon for profile "${this.profile}"`);
+
+    const env = this.buildEnv();
+    await this.configureProfile(env);
+    await this.startDaemon(env);
+    await this.waitForReady();
+
+    this.logger.info(`[hindsight] daemon ready at ${this.baseUrl}`);
+  }
+
+  /** Stop the daemon. Never throws — logs and resolves even on failure. */
+  async stop(): Promise<void> {
+    this.logger.info(`[hindsight] stopping daemon for profile "${this.profile}"`);
+
+    const [cmd, ...baseArgs] = getEmbedCommand({
+      embedVersion: this.embedVersion,
+      embedPackagePath: this.embedPackagePath,
+    });
+    const args = [...baseArgs, 'daemon', '--profile', this.profile, 'stop'];
+
+    const child = spawn(cmd, args, { stdio: 'pipe' });
+    this.pipeOutput(child, 'daemon.stop');
+
+    await new Promise<void>((resolve) => {
+      const timeout = setTimeout(() => {
+        this.logger.warn(`[hindsight] daemon stop timed out after 5s`);
+        resolve();
+      }, 5_000);
+      child.on('exit', () => {
+        clearTimeout(timeout);
+        this.logger.info(`[hindsight] daemon stopped`);
+        resolve();
+      });
+      child.on('error', (err) => {
+        clearTimeout(timeout);
+        this.logger.warn(`[hindsight] error stopping daemon: ${err.message}`);
+        resolve();
+      });
+    });
+  }
+
+  /** Probe `/health` once with a short timeout. */
+  async checkHealth(): Promise<boolean> {
+    try {
+      const res = await fetch(`${this.baseUrl}/health`, {
+        signal: AbortSignal.timeout(2_000),
+      });
+      return res.ok;
+    } catch {
+      return false;
+    }
+  }
+
+  // -------------------------------------------------------------------------
+  // Internal
+  // -------------------------------------------------------------------------
+
+  /**
+   * Merge the process env, the caller-supplied `env`, and (on macOS) the
+   * embeddings CPU workaround. Caller-supplied values always win over the
+   * workaround; undefined values are dropped.
+   */
+  private buildEnv(): NodeJS.ProcessEnv {
+    const merged: NodeJS.ProcessEnv = { ...process.env };
+
+    if (this.platformCpuWorkaround && process.platform === 'darwin') {
+      merged['HINDSIGHT_API_EMBEDDINGS_LOCAL_FORCE_CPU'] = '1';
+      merged['HINDSIGHT_API_RERANKER_LOCAL_FORCE_CPU'] = '1';
+    }
+
+    for (const [key, value] of Object.entries(this.userEnv)) {
+      if (value !== undefined) {
+        merged[key] = value;
+      }
+    }
+
+    return merged;
+  }
+
+  /**
+   * Run `profile create <name> --merge --port <port> [--env K=V ...]`.
+   * Every entry in the merged env that was passed via {@link userEnv} (or
+   * auto-applied by the CPU workaround) is forwarded as `--env`.
+   */
+  private async configureProfile(env: NodeJS.ProcessEnv): Promise<void> {
+    this.logger.info(`[hindsight] configuring profile "${this.profile}"`);
+
+    const [cmd, ...baseArgs] = getEmbedCommand({
+      embedVersion: this.embedVersion,
+      embedPackagePath: this.embedPackagePath,
+    });
+    const createArgs = [
+      ...baseArgs,
+      'profile',
+      'create',
+      this.profile,
+      '--merge',
+      '--port',
+      String(this.port),
+    ];
+
+    // Forward every env var that the caller intended for the daemon as --env.
+    // We only forward keys the caller explicitly set (userEnv) plus the CPU
+    // workaround values — not the entire process.env, to avoid leaking random
+    // host state into profile config.
+    const envForProfile = this.collectProfileEnv(env);
+    for (const [key, value] of Object.entries(envForProfile)) {
+      createArgs.push('--env', `${key}=${value}`);
+    }
+
+    createArgs.push(...this.extraProfileCreateArgs);
+
+    await this.runCommand(cmd, createArgs, env, 'profile.create');
+  }
+
+  /** Collect only the env vars that should be written into the profile file. */
+  private collectProfileEnv(env: NodeJS.ProcessEnv): Record<string, string> {
+    const out: Record<string, string> = {};
+
+    // 1. User-supplied env — always forwarded.
+    for (const [key, value] of Object.entries(this.userEnv)) {
+      if (value !== undefined) {
+        out[key] = value;
+      }
+    }
+
+    // 2. CPU workaround — only if auto-applied and not already overridden.
+    if (this.platformCpuWorkaround && process.platform === 'darwin') {
+      const cpuKeys = [
+        'HINDSIGHT_API_EMBEDDINGS_LOCAL_FORCE_CPU',
+        'HINDSIGHT_API_RERANKER_LOCAL_FORCE_CPU',
+      ];
+      for (const key of cpuKeys) {
+        if (!(key in out) && env[key] !== undefined) {
+          out[key] = env[key] as string;
+        }
+      }
+    }
+
+    return out;
+  }
+
+  private async startDaemon(env: NodeJS.ProcessEnv): Promise<void> {
+    const [cmd, ...baseArgs] = getEmbedCommand({
+      embedVersion: this.embedVersion,
+      embedPackagePath: this.embedPackagePath,
+    });
+    const args = [
+      ...baseArgs,
+      'daemon',
+      '--profile',
+      this.profile,
+      'start',
+      ...this.extraDaemonStartArgs,
+    ];
+
+    await this.runCommand(cmd, args, env, 'daemon.start');
+  }
+
+  /**
+   * Spawn `cmd` with `args`, pipe its output through the logger, and resolve
+   * once it exits with code 0. Rejects on non-zero exit or spawn error.
+   */
+  private async runCommand(
+    cmd: string,
+    args: string[],
+    env: NodeJS.ProcessEnv,
+    label: string,
+  ): Promise<void> {
+    const child = spawn(cmd, args, { stdio: 'pipe', env });
+    let output = '';
+    child.stdout?.on('data', (data: Buffer) => {
+      const text = data.toString();
+      output += text;
+      for (const line of text.trimEnd().split('\n')) {
+        if (line) this.logger.info(`[hindsight:${label}] ${line}`);
+      }
+    });
+    child.stderr?.on('data', (data: Buffer) => {
+      const text = data.toString();
+      output += text;
+      for (const line of text.trimEnd().split('\n')) {
+        if (line) this.logger.warn(`[hindsight:${label}] ${line}`);
+      }
+    });
+
+    await new Promise<void>((resolve, reject) => {
+      child.on('exit', (code) => {
+        if (code === 0) {
+          resolve();
+        } else {
+          reject(new Error(`${label} failed with code ${code}: ${output.trim()}`));
+        }
+      });
+      child.on('error', (err) => {
+        reject(new Error(`${label} failed to spawn: ${err.message}`, { cause: err }));
+      });
+    });
+  }
+
+  /** Stream a spawned child's stdout/stderr through the logger without blocking. */
+  private pipeOutput(child: ReturnType<typeof spawn>, label: string): void {
+    child.stdout?.on('data', (data: Buffer) => {
+      for (const line of data.toString().trimEnd().split('\n')) {
+        if (line) this.logger.info(`[hindsight:${label}] ${line}`);
+      }
+    });
+    child.stderr?.on('data', (data: Buffer) => {
+      for (const line of data.toString().trimEnd().split('\n')) {
+        if (line) this.logger.warn(`[hindsight:${label}] ${line}`);
+      }
+    });
+  }
+
+  /** Poll `/health` until it succeeds or `readyTimeoutMs` elapses. */
+  private async waitForReady(): Promise<void> {
+    const deadline = Date.now() + this.readyTimeoutMs;
+    let attempt = 0;
+    while (Date.now() < deadline) {
+      attempt++;
+      try {
+        const res = await fetch(`${this.baseUrl}/health`, {
+          signal: AbortSignal.timeout(this.readyPollIntervalMs),
+        });
+        if (res.ok) {
+          this.logger.debug(`[hindsight] health check passed (attempt ${attempt})`);
+          return;
+        }
+      } catch {
+        // expected while the daemon is still booting
+      }
+      await new Promise((resolve) => setTimeout(resolve, this.readyPollIntervalMs));
+    }
+    throw new Error(
+      `Hindsight daemon did not become ready within ${this.readyTimeoutMs}ms at ${this.baseUrl}`,
+    );
+  }
+}

hindsight-all-npm/src/types.ts

@@ -0,0 +1,54 @@
+import type { Logger } from './logger.js';
+
+/**
+ * Options for {@link HindsightServer}.
+ *
+ * The server is intentionally thin and pass-through: anything configurable
+ * on the daemon side (env vars or CLI flags) can be set here without needing
+ * a new dedicated option. Use {@link env} for `HINDSIGHT_*` / `OPENAI_API_KEY` /
+ * custom provider settings, and the two `extra*` arrays to append raw CLI
+ * args to `profile create` or `daemon start`.
+ *
+ * For talking to the daemon after `start()`, use `@vectorize-io/hindsight-client`
+ * against `server.getBaseUrl()`. This package does not ship its own HTTP
+ * client.
+ */
+export interface HindsightServerOptions {
+  /** Profile name used for `--profile <name>` on every sub-command. Default: `"default"`. */
+  profile?: string;
+  /** TCP port the daemon listens on. Default: `8888`. */
+  port?: number;
+  /** Hostname the daemon binds to (for health checks). Default: `127.0.0.1`. */
+  host?: string;
+  /** Version of the underlying `hindsight-embed` PyPI package to run via `uvx`. Default: `"latest"`. */
+  embedVersion?: string;
+  /** Local path to a `hindsight-embed` checkout — takes precedence over `embedVersion`. */
+  embedPackagePath?: string;
+  /**
+   * Environment variables passed to the daemon process AND written into the
+   * profile via repeated `--env KEY=VALUE` flags. This is the preferred way
+   * to surface any `HINDSIGHT_API_*` / `HINDSIGHT_EMBED_*` setting — adding a
+   * new daemon env var never requires a wrapper update.
+   *
+   * Values of `undefined` are dropped (so you can spread conditionally).
+   */
+  env?: Record<string, string | undefined>;
+  /** Extra args appended verbatim to `hindsight-embed profile create <name> --merge ...`. */
+  extraProfileCreateArgs?: string[];
+  /** Extra args appended verbatim to `hindsight-embed daemon --profile <name> start ...`. */
+  extraDaemonStartArgs?: string[];
+  /**
+   * On macOS, automatically set
+   * `HINDSIGHT_API_EMBEDDINGS_LOCAL_FORCE_CPU=1` and
+   * `HINDSIGHT_API_RERANKER_LOCAL_FORCE_CPU=1` to avoid Metal/MPS crashes in
+   * daemon mode. Default: `true` on `darwin`, ignored elsewhere. Any value set
+   * explicitly in {@link env} wins over the auto-applied value.
+   */
+  platformCpuWorkaround?: boolean;
+  /** Max time (ms) to wait for `/health` to return 200. Default: `30_000`. */
+  readyTimeoutMs?: number;
+  /** Polling interval (ms) while waiting for `/health`. Default: `1_000`. */
+  readyPollIntervalMs?: number;
+  /** Optional pluggable logger. Default: silent. */
+  logger?: Logger;
+}

hindsight-all-npm/tsconfig.json

@@ -0,0 +1,18 @@
+{
+  "compilerOptions": {
+    "target": "ES2022",
+    "module": "ES2022",
+    "lib": ["ES2022"],
+    "moduleResolution": "node",
+    "declaration": true,
+    "outDir": "./dist",
+    "rootDir": "./src",
+    "strict": true,
+    "esModuleInterop": true,
+    "skipLibCheck": true,
+    "forceConsistentCasingInFileNames": true,
+    "resolveJsonModule": true
+  },
+  "include": ["src/**/*"],
+  "exclude": ["node_modules", "dist", "src/**/*.test.ts"]
+}

hindsight-all-npm/tsup.config.ts

@@ -0,0 +1,11 @@
+import { defineConfig } from 'tsup';
+
+export default defineConfig({
+  entry: ['src/index.ts'],
+  format: ['esm'],
+  dts: true,
+  outDir: 'dist',
+  clean: true,
+  sourcemap: true,
+  bundle: true,
+});

hindsight-all-npm/vitest.config.ts

@@ -0,0 +1,8 @@
+import { defineConfig } from 'vitest/config';
+
+export default defineConfig({
+  test: {
+    include: ['src/**/*.test.ts'],
+    environment: 'node',
+  },
+});

hindsight-all-slim/pyproject.toml

@@ -4,7 +4,7 @@ build-backend = "setuptools.build_meta"
 
 [project]
 name = "hindsight-all-slim"
-version = "0.4.19"
+version = "0.5.0"
 description = "Hindsight: Agent Memory That Works Like Human Memory - Slim All-in-One Bundle"
 readme = "README.md"
 requires-python = ">=3.11"

hindsight-all/hindsight/embedded.py

@@ -34,7 +34,6 @@ Using context manager:
 """
 
 import logging
-import os
 import threading
 from typing import Optional
 
@@ -74,6 +73,9 @@ class HindsightEmbedded:
         database_url: Optional database URL override (default: profile-specific pg0)
         idle_timeout: Seconds before daemon auto-exits when idle (default: 300)
         log_level: Daemon log level (default: "info")
+        ui: Whether to start the control plane web UI alongside the daemon (default: False)
+        ui_port: Port for the UI. Defaults to daemon_port + 10000.
+        ui_hostname: Hostname to bind the UI to. Defaults to "0.0.0.0".
     """
 
     def __init__(
@@ -86,6 +88,9 @@ class HindsightEmbedded:
         database_url: Optional[str] = None,
         idle_timeout: int = 300,
         log_level: str = "info",
+        ui: bool = False,
+        ui_port: Optional[int] = None,
+        ui_hostname: str = "0.0.0.0",
     ):
         """
         Initialize the embedded client (daemon starts on first use).
@@ -99,6 +104,9 @@ class HindsightEmbedded:
             database_url: Optional database URL override
             idle_timeout: Seconds before daemon auto-exits when idle
             log_level: Daemon log level
+            ui: Whether to start the control plane web UI alongside the daemon
+            ui_port: Port for the UI (defaults to daemon_port + 10000)
+            ui_hostname: Hostname to bind the UI to (defaults to "0.0.0.0")
         """
         self.profile = profile
 
@@ -117,6 +125,10 @@ class HindsightEmbedded:
         if database_url:
             self.config["HINDSIGHT_EMBED_API_DATABASE_URL"] = database_url
 
+        self._ui = ui
+        self._ui_port = ui_port
+        self._ui_hostname = ui_hostname
+
         self._client: Optional[Hindsight] = None
         self._lock = threading.Lock()
         self._started = False
@@ -140,13 +152,17 @@ class HindsightEmbedded:
                 return
 
             if self._closed:
-                raise RuntimeError("Cannot use HindsightEmbedded after it has been closed")
+                raise RuntimeError(
+                    "Cannot use HindsightEmbedded after it has been closed"
+                )
 
             # Use embed manager interface for daemon management
             logger.info(f"Ensuring daemon is running for profile '{self.profile}'...")
             success = self._manager.ensure_running(self.config, self.profile)
             if not success:
-                raise RuntimeError(f"Failed to start daemon for profile '{self.profile}'")
+                raise RuntimeError(
+                    f"Failed to start daemon for profile '{self.profile}'"
+                )
 
             # Get daemon URL and create client
             daemon_url = self._manager.get_url(self.profile)
@@ -154,6 +170,15 @@ class HindsightEmbedded:
             self._started = True
             logger.info(f"Connected to daemon at {daemon_url}")
 
+            # Start UI if requested
+            if self._ui:
+                logger.info(f"Starting UI for profile '{self.profile}'...")
+                ui_started = self._manager.start_ui(
+                    self.profile, self._ui_port, self._ui_hostname
+                )
+                if not ui_started:
+                    logger.warning(f"Failed to start UI for profile '{self.profile}'")
+
     def _cleanup(self, stop_daemon_on_close: bool = False):
         """
         Cleanup client resources (idempotent).
@@ -173,6 +198,11 @@ class HindsightEmbedded:
                 self._client.close()
                 self._client = None
 
+            # Stop UI if it was started
+            if self._ui and self._started:
+                logger.info(f"Stopping UI for profile '{self.profile}'...")
+                self._manager.stop_ui(self.profile, self._ui_port)
+
             # Optionally stop daemon (daemon has idle timeout, so not required)
             if stop_daemon_on_close and self._started:
                 logger.info(f"Stopping daemon for profile '{self.profile}'...")
@@ -375,3 +405,8 @@ class HindsightEmbedded:
     def is_running(self) -> bool:
         """Check if the client is initialized."""
         return self._started and not self._closed and self._client is not None
+
+    @property
+    def ui_url(self) -> str:
+        """Get the UI URL for this profile."""
+        return self._manager.get_ui_url(self.profile)

hindsight-all/pyproject.toml

@@ -4,7 +4,7 @@ build-backend = "hatchling.build"
 
 [project]
 name = "hindsight-all"
-version = "0.4.19"
+version = "0.5.0"
 description = "Hindsight: Agent Memory That Works Like Human Memory - All-in-One Bundle"
 readme = "README.md"
 requires-python = ">=3.11"
@@ -20,6 +20,9 @@ hindsight-client = { workspace = true }
 hindsight-embed = { workspace = true }
 
 [project.optional-dependencies]
+local-llm = [
+    "hindsight-api-slim[local-llm]>=0.4.17",
+]
 test = [
     "pytest>=7.0.0",
     "pytest-asyncio>=0.21.0",

hindsight-all/tests/test_embedded.py

@@ -15,6 +15,8 @@ import os
 import uuid
 
 import pytest
+import urllib.request
+import json
 
 from hindsight import HindsightEmbedded
 
@@ -23,12 +25,20 @@ from hindsight import HindsightEmbedded
 def llm_config():
     """Get LLM configuration from environment (session-scoped)."""
     # Try both naming conventions
-    provider = os.getenv("HINDSIGHT_API_LLM_PROVIDER") or os.getenv("HINDSIGHT_LLM_PROVIDER", "groq")
-    api_key = os.getenv("HINDSIGHT_API_LLM_API_KEY") or os.getenv("HINDSIGHT_LLM_API_KEY", "")
-    model = os.getenv("HINDSIGHT_API_LLM_MODEL") or os.getenv("HINDSIGHT_LLM_MODEL", "openai/gpt-oss-120b")
+    provider = os.getenv("HINDSIGHT_API_LLM_PROVIDER") or os.getenv(
+        "HINDSIGHT_LLM_PROVIDER", "groq"
+    )
+    api_key = os.getenv("HINDSIGHT_API_LLM_API_KEY") or os.getenv(
+        "HINDSIGHT_LLM_API_KEY", ""
+    )
+    model = os.getenv("HINDSIGHT_API_LLM_MODEL") or os.getenv(
+        "HINDSIGHT_LLM_MODEL", "openai/gpt-oss-120b"
+    )
 
     if not api_key:
-        pytest.skip("LLM API key not configured. Set HINDSIGHT_API_LLM_API_KEY or HINDSIGHT_LLM_API_KEY.")
+        pytest.skip(
+            "LLM API key not configured. Set HINDSIGHT_API_LLM_API_KEY or HINDSIGHT_LLM_API_KEY."
+        )
 
     return {
         "llm_provider": provider,
@@ -78,7 +88,9 @@ def test_embedded_context_manager(llm_config):
 
         # Recall memory
         recall_results = client.recall(bank_id=bank_id, query="context")
-        assert isinstance(recall_results.results, list), "Recall should return results list"
+        assert isinstance(recall_results.results, list), (
+            "Recall should return results list"
+        )
 
     # Server should be stopped after context exit
     # Note: We can't check client.is_running here as client is out of scope
@@ -105,7 +117,9 @@ def test_embedded_complete_workflow(llm_config):
         # Step 1: Create a memory bank
         print(f"\n1. Creating memory bank: {bank_id}")
         bank_response = client.create_bank(
-            bank_id=bank_id, name="Test Assistant", mission="Help with programming tasks"
+            bank_id=bank_id,
+            name="Test Assistant",
+            mission="Help with programming tasks",
         )
         assert bank_response.bank_id == bank_id
 
@@ -126,7 +140,9 @@ def test_embedded_complete_workflow(llm_config):
             items=[
                 {"content": "User works with pandas and numpy."},
                 {"content": "User likes matplotlib for visualization."},
-                {"content": "User is interested in machine learning with scikit-learn."},
+                {
+                    "content": "User is interested in machine learning with scikit-learn."
+                },
             ],
         )
         assert batch_response.success
@@ -134,7 +150,9 @@ def test_embedded_complete_workflow(llm_config):
 
         # Step 4: Recall memories
         print("\n4. Recalling memories...")
-        recall_response = client.recall(bank_id=bank_id, query="What tools does the user prefer?", max_tokens=2000)
+        recall_response = client.recall(
+            bank_id=bank_id, query="What tools does the user prefer?", max_tokens=2000
+        )
         assert isinstance(recall_response.results, list)
         assert len(recall_response.results) > 0
         print(f"   Found {len(recall_response.results)} relevant memories")
@@ -152,7 +170,9 @@ def test_embedded_complete_workflow(llm_config):
 
         # Verify answer mentions relevant tools
         answer_lower = reflect_response.text.lower()
-        assert any(term in answer_lower for term in ["python", "pandas", "numpy", "data"])
+        assert any(
+            term in answer_lower for term in ["python", "pandas", "numpy", "data"]
+        )
 
         # Step 6: List memories
         print("\n6. Listing memories...")
@@ -215,7 +235,9 @@ def test_embedded_method_proxying(llm_config):
         assert bank.bank_id == bank_id
 
         # Test mission setting
-        mission_response = client.set_mission(bank_id=bank_id, mission="Test mission for proxying")
+        mission_response = client.set_mission(
+            bank_id=bank_id, mission="Test mission for proxying"
+        )
         assert mission_response.bank_id == bank_id
 
         # Test retain
@@ -264,7 +286,9 @@ def test_embedded_multiple_banks(llm_config):
 
         # Create second bank and store data
         client.create_bank(bank_id=bank2_id, name="Bank 2")
-        client.retain(bank_id=bank2_id, content="Bob uses JavaScript for web development")
+        client.retain(
+            bank_id=bank2_id, content="Bob uses JavaScript for web development"
+        )
 
         # Recall from both banks
         results1 = client.recall(bank_id=bank1_id, query="programming language")
@@ -275,9 +299,9 @@ def test_embedded_multiple_banks(llm_config):
 
         # Verify banks are isolated (each should only see their own content)
         # This is a basic check - content isolation is tested more thoroughly in other tests
-        assert results1.results[0].text != results2.results[0].text or len(results1.results) != len(
-            results2.results
-        )
+        assert results1.results[0].text != results2.results[0].text or len(
+            results1.results
+        ) != len(results2.results)
 
     finally:
         client.close()
@@ -296,10 +320,14 @@ def test_embedded_profile_isolation(llm_config):
 
     try:
         # Store data in profile1
-        client1.retain(bank_id=bank_id, content="User likes TypeScript for frontend development")
+        client1.retain(
+            bank_id=bank_id, content="User likes TypeScript for frontend development"
+        )
 
         # Store different data in profile2
-        client2.retain(bank_id=bank_id, content="User prefers Rust for systems programming")
+        client2.retain(
+            bank_id=bank_id, content="User prefers Rust for systems programming"
+        )
 
         # Each profile should only see its own data
         results1 = client1.recall(bank_id=bank_id, query="programming preference")
@@ -334,5 +362,42 @@ def test_embedded_error_after_close(llm_config):
     assert not client.is_running
 
     # Trying to use it after close should raise an error
-    with pytest.raises(RuntimeError, match="Cannot use HindsightEmbedded after it has been closed"):
+    with pytest.raises(
+        RuntimeError, match="Cannot use HindsightEmbedded after it has been closed"
+    ):
         client.retain(bank_id=bank_id, content="This should fail")
+
+
+def test_embedded_ui_flag(llm_config):
+    """
+    Test that ui=True starts the control plane UI alongside the daemon,
+    and that the UI's health endpoint reports a connected dataplane.
+    """
+    profile = f"test_ui_{uuid.uuid4().hex[:8]}"
+    bank_id = f"bank_{uuid.uuid4().hex[:8]}"
+
+    client = HindsightEmbedded(profile=profile, log_level="info", ui=True, **llm_config)
+
+    try:
+        # First use triggers daemon + UI startup
+        result = client.retain(bank_id=bank_id, content="UI integration test content")
+        assert result.success, "Retain should succeed"
+        assert client.is_running, "Daemon should be running"
+
+        # Verify UI is reachable and reports connected dataplane
+        ui_url = client.ui_url
+        assert ui_url, "ui_url should be set"
+
+        health_url = f"{ui_url}/api/health"
+        with urllib.request.urlopen(health_url, timeout=10) as resp:
+            health = json.loads(resp.read().decode())
+
+        assert health["status"] == "ok", (
+            f"UI health status should be 'ok', got: {health['status']}"
+        )
+        assert health["dataplane"]["status"] == "connected", (
+            f"Dataplane should be connected, got: {health['dataplane']}"
+        )
+
+    finally:
+        client.close()

hindsight-api-slim/hindsight_api/__init__.py

@@ -46,4 +46,4 @@ __all__ = [
     "RemoteTEICrossEncoder",
     "LLMConfig",
 ]
-__version__ = "0.4.19"
+__version__ = "0.5.0"

hindsight-api-slim/hindsight_api/admin/cli.py

@@ -249,7 +249,7 @@ async def _run_migration(
         schemas = list(dict.fromkeys(schemas))
 
     for schema in schemas:
-        run_migrations(resolved_url, schema=schema)
+        run_migrations(resolved_url, schema=schema, migration_database_url=config.migration_database_url)
 
     if embedding_dimension is not None:
         for schema in schemas:

hindsight-api-slim/hindsight_api/alembic/versions/2eee35aa3cfc_case_insensitive_entities_trgm_index.py

@@ -0,0 +1,45 @@
+"""Recreate entities trigram index on LOWER(canonical_name) for case-insensitive matching
+
+The previous GIN trigram index on canonical_name was case-sensitive, causing
+"Alice" and "alice" to have different trigram sets. This recreates it on
+LOWER(canonical_name) so the % operator matches case-insensitively.
+
+Revision ID: d6e7f8a9b0c1
+Revises: c5d6e7f8a9b0
+Create Date: 2026-03-31
+"""
+
+from collections.abc import Sequence
+
+from alembic import context, op
+
+revision: str = "d6e7f8a9b0c1"
+down_revision: str | Sequence[str] | None = "c5d6e7f8a9b0"
+branch_labels: str | Sequence[str] | None = None
+depends_on: str | Sequence[str] | None = None
+
+
+def _get_schema_prefix() -> str:
+    schema = context.config.get_main_option("target_schema")
+    return f'"{schema}".' if schema else ""
+
+
+def upgrade() -> None:
+    schema = _get_schema_prefix()
+    # Drop the old case-sensitive trigram index
+    op.execute("DROP INDEX IF EXISTS entities_canonical_name_trgm_idx")
+    # Create case-insensitive trigram index on LOWER(canonical_name)
+    op.execute(
+        f"CREATE INDEX IF NOT EXISTS entities_canonical_name_lower_trgm_idx "
+        f"ON {schema}entities USING GIN (LOWER(canonical_name) gin_trgm_ops)"
+    )
+
+
+def downgrade() -> None:
+    op.execute("DROP INDEX IF EXISTS entities_canonical_name_lower_trgm_idx")
+    schema = _get_schema_prefix()
+    # Restore original case-sensitive index
+    op.execute(
+        f"CREATE INDEX IF NOT EXISTS entities_canonical_name_trgm_idx "
+        f"ON {schema}entities USING GIN (canonical_name gin_trgm_ops)"
+    )

hindsight-api-slim/hindsight_api/alembic/versions/a4b5c6d7e8f9_fix_per_bank_vector_index_type.py

@@ -0,0 +1,142 @@
+"""Fix per-bank vector indexes to match configured extension
+
+Revision ID: a4b5c6d7e8f9
+Revises: d6e7f8a9b0c1
+Create Date: 2026-04-01
+
+Migration d5e6f7a8b9c0 hardcoded HNSW when creating per-bank partial vector
+indexes, ignoring HINDSIGHT_API_VECTOR_EXTENSION. Banks that existed when that
+migration ran got HNSW indexes even when pgvectorscale (DiskANN) or vchord
+was configured.
+
+This migration detects the mismatch and recreates the affected indexes with
+the correct type. Skipped entirely when the configured extension is pgvector
+(the default), since those indexes are already correct.
+"""
+
+import os
+from collections.abc import Sequence
+
+from alembic import context, op
+from sqlalchemy import text
+
+revision: str = "a4b5c6d7e8f9"
+down_revision: str | Sequence[str] | None = "d6e7f8a9b0c1"
+branch_labels: str | Sequence[str] | None = None
+depends_on: str | Sequence[str] | None = None
+
+_FACT_TYPES: dict[str, str] = {
+    "world": "worl",
+    "experience": "expr",
+    "observation": "obsv",
+}
+
+
+def _get_schema_prefix() -> str:
+    schema = context.config.get_main_option("target_schema")
+    return f'"{schema}".' if schema else ""
+
+
+def _target_index_type() -> str | None:
+    """Return the target index type, or None if pgvector (no fix needed)."""
+    ext = os.getenv("HINDSIGHT_API_VECTOR_EXTENSION", "pgvector").lower()
+    if ext == "pgvectorscale":
+        return "diskann"
+    elif ext == "vchord":
+        return "vchordrq"
+    return None
+
+
+def _vector_index_using_clause() -> str:
+    """Return the USING clause based on the configured vector extension."""
+    ext = os.getenv("HINDSIGHT_API_VECTOR_EXTENSION", "pgvector").lower()
+    if ext == "pgvectorscale":
+        return "USING diskann (embedding vector_cosine_ops) WITH (num_neighbors = 50)"
+    elif ext == "vchord":
+        return "USING vchordrq (embedding vector_l2_ops)"
+    else:
+        return "USING hnsw (embedding vector_cosine_ops)"
+
+
+def upgrade() -> None:
+    target = _target_index_type()
+    if target is None:
+        # pgvector — indexes are already HNSW, nothing to fix
+        return
+
+    bind = op.get_bind()
+    schema_name = context.config.get_main_option("target_schema")
+    schema = _get_schema_prefix()
+    table_ref = f'"{schema_name}".memory_units' if schema_name else "memory_units"
+    banks_ref = f'"{schema_name}".banks' if schema_name else "banks"
+    using_clause = _vector_index_using_clause()
+    pg_schema = schema_name or "public"
+
+    rows = bind.execute(text(f"SELECT bank_id, internal_id FROM {banks_ref}")).fetchall()  # noqa: S608
+    for row in rows:
+        bank_id = row[0]
+        internal_id = str(row[1]).replace("-", "")[:16]
+        escaped_bank_id = bank_id.replace("'", "''")
+        for ft, ft_short in _FACT_TYPES.items():
+            idx_name = f"idx_mu_emb_{ft_short}_{internal_id}"
+
+            # Check if this index exists and what type it is
+            idx_info = bind.execute(
+                text("SELECT indexdef FROM pg_indexes WHERE schemaname = :schema AND indexname = :idx"),
+                {"schema": pg_schema, "idx": idx_name},
+            ).fetchone()
+
+            if idx_info is None:
+                # Index doesn't exist — create it with the correct type
+                bind.execute(
+                    text(
+                        f"CREATE INDEX IF NOT EXISTS {idx_name} "
+                        f"ON {table_ref} {using_clause} "
+                        f"WHERE fact_type = '{ft}' AND bank_id = '{escaped_bank_id}'"
+                    )
+                )
+                continue
+
+            indexdef = idx_info[0].lower()
+            if target in indexdef:
+                # Already the correct type
+                continue
+
+            # Wrong type — drop and recreate
+            bind.execute(text(f"DROP INDEX IF EXISTS {schema}{idx_name}"))
+            bind.execute(
+                text(
+                    f"CREATE INDEX IF NOT EXISTS {idx_name} "
+                    f"ON {table_ref} {using_clause} "
+                    f"WHERE fact_type = '{ft}' AND bank_id = '{escaped_bank_id}'"
+                )
+            )
+
+
+def downgrade() -> None:
+    # Downgrade recreates indexes as HNSW (the original hardcoded behavior)
+    target = _target_index_type()
+    if target is None:
+        return
+
+    bind = op.get_bind()
+    schema_name = context.config.get_main_option("target_schema")
+    schema = _get_schema_prefix()
+    table_ref = f'"{schema_name}".memory_units' if schema_name else "memory_units"
+    banks_ref = f'"{schema_name}".banks' if schema_name else "banks"
+
+    rows = bind.execute(text(f"SELECT bank_id, internal_id FROM {banks_ref}")).fetchall()  # noqa: S608
+    for row in rows:
+        bank_id = row[0]
+        internal_id = str(row[1]).replace("-", "")[:16]
+        escaped_bank_id = bank_id.replace("'", "''")
+        for ft, ft_short in _FACT_TYPES.items():
+            idx_name = f"idx_mu_emb_{ft_short}_{internal_id}"
+            bind.execute(text(f"DROP INDEX IF EXISTS {schema}{idx_name}"))
+            bind.execute(
+                text(
+                    f"CREATE INDEX IF NOT EXISTS {idx_name} "
+                    f"ON {table_ref} USING hnsw (embedding vector_cosine_ops) "
+                    f"WHERE fact_type = '{ft}' AND bank_id = '{escaped_bank_id}'"
+                )
+            )

hindsight-api-slim/hindsight_api/alembic/versions/b3c4d5e6f7a8_add_content_hash_to_chunks.py

@@ -0,0 +1,32 @@
+"""add content_hash to chunks table for delta retain
+
+Revision ID: b3c4d5e6f7a8
+Revises: a3b4c5d6e7f8
+Create Date: 2026-03-25
+"""
+
+from collections.abc import Sequence
+
+from alembic import context, op
+
+revision: str = "b3c4d5e6f7a8"
+down_revision: str | Sequence[str] | None = "a3b4c5d6e7f8"
+branch_labels: str | Sequence[str] | None = None
+depends_on: str | Sequence[str] | None = None
+
+
+def _get_schema_prefix() -> str:
+    """Get schema prefix for table names (required for multi-tenant support)."""
+    schema = context.config.get_main_option("target_schema")
+    return f'"{schema}".' if schema else ""
+
+
+def upgrade() -> None:
+    schema = _get_schema_prefix()
+    # Add content_hash column to chunks table for delta comparison
+    op.execute(f"ALTER TABLE {schema}chunks ADD COLUMN IF NOT EXISTS content_hash TEXT")
+
+
+def downgrade() -> None:
+    schema = _get_schema_prefix()
+    op.execute(f"ALTER TABLE {schema}chunks DROP COLUMN IF EXISTS content_hash")

hindsight-api-slim/hindsight_api/alembic/versions/c1a2b3d4e5f6_enable_pg_trgm_and_entities_trgm_index.py

@@ -11,6 +11,7 @@ block; see migrations.py for how this is handled safely.
 
 from collections.abc import Sequence
 
+import sqlalchemy as sa
 from alembic import context, op
 
 revision: str = "c1a2b3d4e5f6"
@@ -25,9 +26,21 @@ def _get_schema_prefix() -> str:
 
 
 def upgrade() -> None:
-    # pg_trgm ships with every standard PostgreSQL installation as a contrib module.
+    # pg_trgm ships with most PostgreSQL installations as a contrib module.
     # It enables fast similarity lookups via GIN indexes, used for entity name matching.
-    op.execute("CREATE EXTENSION IF NOT EXISTS pg_trgm")
+    # On managed services (e.g. Azure Flexible Server), the extension may not be
+    # available or may require manual enablement.  We gracefully skip the index
+    # creation if the extension cannot be loaded — the entity resolver will
+    # auto-detect and fall back to the "full" lookup strategy at runtime.  See #626.
+    conn = op.get_bind()
+    try:
+        conn.execute(sa.text("CREATE EXTENSION IF NOT EXISTS pg_trgm"))
+    except Exception:
+        # Extension not available (managed Postgres, insufficient privileges, etc.)
+        # Roll back the failed statement and skip index creation.
+        conn.execute(sa.text("ROLLBACK"))
+        conn.execute(sa.text("BEGIN"))
+        return
 
     schema = _get_schema_prefix()
     # GIN index on canonical_name enables sub-millisecond trigram similarity queries

hindsight-api-slim/hindsight_api/alembic/versions/c2d3e4f5g6h7_add_audit_log_table.py

@@ -0,0 +1,61 @@
+"""Add audit_log table for feature usage tracking.
+
+Merge migration that combines the two existing heads (a3b4c5d6e7f8 + c8e5f2a3b4d1).
+
+Stores raw request/response as JSONB for expandability without future migrations.
+The metadata JSONB column allows adding arbitrary fields in the future.
+
+Revision ID: c2d3e4f5g6h7
+Revises: a3b4c5d6e7f8, c8e5f2a3b4d1
+Create Date: 2026-03-26
+"""
+
+from collections.abc import Sequence
+
+from alembic import context, op
+
+revision: str = "c2d3e4f5g6h7"
+down_revision: str | Sequence[str] | None = ("a3b4c5d6e7f8", "c8e5f2a3b4d1")
+branch_labels: str | Sequence[str] | None = None
+depends_on: str | Sequence[str] | None = None
+
+
+def _get_schema_prefix() -> str:
+    """Get schema prefix for table names (required for multi-tenant support)."""
+    schema = context.config.get_main_option("target_schema")
+    return f'"{schema}".' if schema else ""
+
+
+def upgrade() -> None:
+    schema = _get_schema_prefix()
+
+    op.execute(
+        f"""
+        CREATE TABLE IF NOT EXISTS {schema}audit_log (
+            id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+            action TEXT NOT NULL,
+            transport TEXT NOT NULL,
+            bank_id TEXT,
+            started_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
+            ended_at TIMESTAMPTZ,
+            request JSONB,
+            response JSONB,
+            metadata JSONB DEFAULT '{{}}'::jsonb
+        )
+        """
+    )
+
+    op.execute(
+        f"CREATE INDEX IF NOT EXISTS idx_audit_log_action_started ON {schema}audit_log (action, started_at DESC)"
+    )
+    op.execute(f"CREATE INDEX IF NOT EXISTS idx_audit_log_bank_started ON {schema}audit_log (bank_id, started_at DESC)")
+    op.execute(f"CREATE INDEX IF NOT EXISTS idx_audit_log_started ON {schema}audit_log (started_at DESC)")
+
+
+def downgrade() -> None:
+    schema = _get_schema_prefix()
+
+    op.execute(f"DROP INDEX IF EXISTS {schema}idx_audit_log_started")
+    op.execute(f"DROP INDEX IF EXISTS {schema}idx_audit_log_bank_started")
+    op.execute(f"DROP INDEX IF EXISTS {schema}idx_audit_log_action_started")
+    op.execute(f"DROP TABLE IF EXISTS {schema}audit_log")

hindsight-api-slim/hindsight_api/alembic/versions/c5d6e7f8a9b0_add_bank_id_to_memory_links.py

@@ -0,0 +1,48 @@
+"""Add bank_id column to memory_links for direct filtering
+
+The stats endpoint JOINs memory_links to memory_units just to filter by
+bank_id.  With millions of links this takes 18+ seconds.  Adding bank_id
+directly to memory_links lets Postgres push the filter down before the JOIN.
+
+Revision ID: c5d6e7f8a9b0
+Revises: b3c4d5e6f7a8
+Create Date: 2026-03-26
+"""
+
+from collections.abc import Sequence
+
+from alembic import context, op
+
+revision: str = "c5d6e7f8a9b0"
+down_revision: str | Sequence[str] | None = "b3c4d5e6f7a8"
+branch_labels: str | Sequence[str] | None = None
+depends_on: str | Sequence[str] | None = None
+
+
+def _get_schema_prefix() -> str:
+    schema = context.config.get_main_option("target_schema")
+    return f'"{schema}".' if schema else ""
+
+
+def upgrade() -> None:
+    schema = _get_schema_prefix()
+
+    # 1. Add nullable column
+    op.execute(f"ALTER TABLE {schema}memory_links ADD COLUMN IF NOT EXISTS bank_id TEXT")
+
+    # 2. Backfill from memory_units
+    op.execute(f"""
+        UPDATE {schema}memory_links ml
+        SET bank_id = mu.bank_id
+        FROM {schema}memory_units mu
+        WHERE ml.from_unit_id = mu.id
+          AND ml.bank_id IS NULL
+    """)
+
+    # 3. Set NOT NULL
+    op.execute(f"ALTER TABLE {schema}memory_links ALTER COLUMN bank_id SET NOT NULL")
+
+
+def downgrade() -> None:
+    schema = _get_schema_prefix()
+    op.execute(f"ALTER TABLE {schema}memory_links DROP COLUMN IF EXISTS bank_id")

hindsight-api-slim/hindsight_api/alembic/versions/d5e6f7a8b9c0_add_bank_internal_id_and_per_bank_hnsw.py

@@ -1,4 +1,4 @@
-"""Add internal_id to banks and per-(bank, fact_type) partial HNSW indexes
+"""Add internal_id to banks and per-(bank, fact_type) partial vector indexes
 
 Revision ID: d5e6f7a8b9c0
 Revises: a3b4c5d6e7f8
@@ -6,25 +6,20 @@ Create Date: 2026-03-11
 
 This migration:
 1. Adds internal_id UUID column to banks (stable identifier for index naming)
-2. Drops the global HNSW index (competes with per-bank partial indexes)
-3. Creates per-(bank_id, fact_type) partial HNSW indexes for all existing banks
-   (new banks get indexes created at bank-creation time via bank_utils.create_bank_hnsw_indexes)
+2. Drops the global vector index (competes with per-bank partial indexes)
+3. Creates per-(bank_id, fact_type) partial vector indexes for all existing banks
+   using the configured vector extension (HNSW for pgvector, DiskANN for
+   pgvectorscale, vchordrq for vchord).
+   (new banks get indexes created at bank-creation time via bank_utils.create_bank_vector_indexes)
 
 Why per-(bank, fact_type) indexes:
 - fact_type-only partial indexes are never chosen by the planner when bank_id is in the WHERE
   clause, because the idx_memory_units_bank_id B-tree index always wins at planning time.
 - Per-(bank, fact_type) partial indexes have both predicates matching → planner selects them.
-- The global HNSW index competes for larger partitions (world, observation) and must be dropped.
-
-For large deployments, create indexes CONCURRENTLY before running this migration:
-    SELECT internal_id, bank_id FROM banks;
-    -- for each bank and each fact_type in (world, experience, observation):
-    CREATE INDEX CONCURRENTLY IF NOT EXISTS idx_mu_emb_{ft}_{uid16}
-        ON memory_units USING hnsw (embedding vector_cosine_ops)
-        WHERE fact_type = '{ft}' AND bank_id = '{bank_id}';
-    DROP INDEX CONCURRENTLY IF EXISTS idx_memory_units_embedding;
+- The global vector index competes for larger partitions (world, observation) and must be dropped.
 """
 
+import os
 from collections.abc import Sequence
 
 from alembic import context, op
@@ -35,7 +30,7 @@ down_revision: str | Sequence[str] | None = "c3d4e5f6g7h8"
 branch_labels: str | Sequence[str] | None = None
 depends_on: str | Sequence[str] | None = None
 
-_HNSW_FACT_TYPES: dict[str, str] = {
+_FACT_TYPES: dict[str, str] = {
     "world": "worl",
     "experience": "expr",
     "observation": "obsv",
@@ -47,6 +42,17 @@ def _get_schema_prefix() -> str:
     return f'"{schema}".' if schema else ""
 
 
+def _vector_index_using_clause() -> str:
+    """Return the USING clause based on the configured vector extension."""
+    ext = os.getenv("HINDSIGHT_API_VECTOR_EXTENSION", "pgvector").lower()
+    if ext == "pgvectorscale":
+        return "USING diskann (embedding vector_cosine_ops) WITH (num_neighbors = 50)"
+    elif ext == "vchord":
+        return "USING vchordrq (embedding vector_l2_ops)"
+    else:
+        return "USING hnsw (embedding vector_cosine_ops)"
+
+
 def upgrade() -> None:
     schema = _get_schema_prefix()
 
@@ -56,33 +62,35 @@ def upgrade() -> None:
     )
     op.execute(f"ALTER TABLE {schema}banks ADD CONSTRAINT banks_internal_id_unique UNIQUE (internal_id)")
 
-    # 2. Drop any fact_type-only partial HNSW indexes that may exist from prior migrations
+    # 2. Drop any fact_type-only partial indexes that may exist from prior migrations
     #    (bank_id B-tree always wins over them when bank_id is in the WHERE clause)
     op.execute(f"DROP INDEX IF EXISTS {schema}idx_mu_emb_world")
     op.execute(f"DROP INDEX IF EXISTS {schema}idx_mu_emb_observation")
     op.execute(f"DROP INDEX IF EXISTS {schema}idx_mu_emb_experience")
 
-    # 4. Drop global HNSW index (competes with per-bank partial indexes)
+    # 4. Drop global vector index (competes with per-bank partial indexes)
     op.execute(f"DROP INDEX IF EXISTS {schema}idx_memory_units_embedding")
 
-    # 5. Create per-(bank, fact_type) partial HNSW indexes for all existing banks
+    # 5. Create per-(bank, fact_type) partial vector indexes for all existing banks
+    #    using the configured extension (HNSW / DiskANN / vchordrq)
     bind = op.get_bind()
     schema_name = context.config.get_main_option("target_schema")
     table_ref = f'"{schema_name}".memory_units' if schema_name else "memory_units"
     banks_ref = f'"{schema_name}".banks' if schema_name else "banks"
+    using_clause = _vector_index_using_clause()
 
     rows = bind.execute(text(f"SELECT bank_id, internal_id FROM {banks_ref}")).fetchall()  # noqa: S608
     for row in rows:
         bank_id = row[0]
         internal_id = str(row[1]).replace("-", "")[:16]
         escaped_bank_id = bank_id.replace("'", "''")
-        for ft, ft_short in _HNSW_FACT_TYPES.items():
+        for ft, ft_short in _FACT_TYPES.items():
             idx_name = f"idx_mu_emb_{ft_short}_{internal_id}"
             # Index name is schema-unqualified (indexes live in the schema of their table)
             bind.execute(
                 text(
                     f"CREATE INDEX IF NOT EXISTS {idx_name} "
-                    f"ON {table_ref} USING hnsw (embedding vector_cosine_ops) "
+                    f"ON {table_ref} {using_clause} "
                     f"WHERE fact_type = '{ft}' AND bank_id = '{escaped_bank_id}'"
                 )
             )

hindsight-api-slim/hindsight_api/alembic/versions/f1a2b3c4d5e6_add_memory_links_composite_index.py

@@ -5,7 +5,7 @@ Revises: e0a1b2c3d4e5
 Create Date: 2025-01-12
 
 Add composite index on memory_links (from_unit_id, link_type, weight DESC)
-to optimize MPFP graph traversal queries that need top-k edges per type.
+to optimize graph traversal queries that need top-k edges per type.
 """
 
 from collections.abc import Sequence
@@ -26,7 +26,7 @@ def _get_schema_prefix() -> str:
 
 
 def upgrade() -> None:
-    """Add composite index for efficient MPFP edge loading."""
+    """Add composite index for efficient graph retrieval edge loading."""
     schema = _get_schema_prefix()
     # Create composite index for efficient top-k per (from_node, link_type) queries
     # This enables LATERAL joins to use index-only scans with early termination

hindsight-api-slim/hindsight_api/alembic/versions/f6g7h8i9j0k1_chunk_fk_cascade_delete.py

@@ -24,9 +24,28 @@ def upgrade() -> None:
     the memory_units rows survived with chunk_id = NULL, leaving ghost records.
     Switching to CASCADE ensures they are removed together with their chunk.
     """
-    op.drop_constraint("memory_units_chunk_fkey", "memory_units", type_="foreignkey")
-    op.create_foreign_key(
-        "memory_units_chunk_fkey", "memory_units", "chunks", ["chunk_id"], ["chunk_id"], ondelete="CASCADE"
+    from alembic import context
+
+    schema = context.config.get_main_option("target_schema")
+    schema_prefix = f'"{schema}".' if schema else ""
+    # Use raw SQL with IF EXISTS so this is safe on schemas where the FK was
+    # already dropped or never existed under this name.
+    op.execute(f"ALTER TABLE {schema_prefix}memory_units DROP CONSTRAINT IF EXISTS memory_units_chunk_fkey")
+    # Use a DO block so the ADD is also idempotent: if the FK already exists (e.g.
+    # the schema was provisioned after the base migration already added it) the
+    # duplicate_object exception is swallowed rather than failing the migration.
+    op.execute(
+        f"""
+        DO $$ BEGIN
+            ALTER TABLE {schema_prefix}memory_units
+                ADD CONSTRAINT memory_units_chunk_fkey
+                FOREIGN KEY (chunk_id)
+                REFERENCES {schema_prefix}chunks (chunk_id)
+                ON DELETE CASCADE;
+        EXCEPTION
+            WHEN duplicate_object THEN NULL;
+        END $$;
+        """
     )
 
 

hindsight-api-slim/hindsight_api/alembic/versions/g2h3i4j5k6l7_remove_opinion_fact_type.py

@@ -0,0 +1,83 @@
+"""remove_opinion_fact_type
+
+Revision ID: g2h3i4j5k6l7
+Revises: f1a2b3c4d5e6
+Create Date: 2026-04-02
+
+Remove the deprecated 'opinion' fact type: drop opinion-specific indexes,
+update CHECK constraints, delete any remaining opinion rows, and drop the
+confidence_score column (was only used for opinions, always NULL otherwise).
+"""
+
+from collections.abc import Sequence
+
+from alembic import context, op
+
+# revision identifiers, used by Alembic.
+revision: str = "g2h3i4j5k6l7"
+down_revision: str | Sequence[str] | None = "f1a2b3c4d5e6"
+branch_labels: str | Sequence[str] | None = None
+depends_on: str | Sequence[str] | None = None
+
+
+def _get_schema_prefix() -> str:
+    """Get schema prefix for table names (required for multi-tenant support)."""
+    schema = context.config.get_main_option("target_schema")
+    return f'"{schema}".' if schema else ""
+
+
+def upgrade() -> None:
+    schema = _get_schema_prefix()
+
+    # 1. Delete any remaining opinion rows
+    op.execute(f"DELETE FROM {schema}memory_units WHERE fact_type = 'opinion'")
+
+    # 2. Drop opinion-specific indexes
+    op.execute(f"DROP INDEX IF EXISTS {schema}idx_memory_units_opinion_confidence")
+    op.execute(f"DROP INDEX IF EXISTS {schema}idx_memory_units_opinion_date")
+
+    # 3. Drop confidence_score constraints and column (only used for opinions, always NULL otherwise)
+    op.execute(f"ALTER TABLE {schema}memory_units DROP CONSTRAINT IF EXISTS confidence_score_fact_type_check")
+    op.execute(f"ALTER TABLE {schema}memory_units DROP CONSTRAINT IF EXISTS memory_units_confidence_score_check")
+    op.execute(f"ALTER TABLE {schema}memory_units DROP COLUMN IF EXISTS confidence_score")
+
+    # 4. Replace fact_type CHECK constraint
+    op.execute(f"ALTER TABLE {schema}memory_units DROP CONSTRAINT IF EXISTS memory_units_fact_type_check")
+    op.execute(
+        f"ALTER TABLE {schema}memory_units ADD CONSTRAINT memory_units_fact_type_check "
+        f"CHECK (fact_type IN ('world', 'experience', 'observation'))"
+    )
+
+
+def downgrade() -> None:
+    schema = _get_schema_prefix()
+
+    # Restore confidence_score column
+    op.execute(f"ALTER TABLE {schema}memory_units ADD COLUMN IF NOT EXISTS confidence_score float")
+    op.execute(
+        f"ALTER TABLE {schema}memory_units ADD CONSTRAINT memory_units_confidence_score_check "
+        f"CHECK (confidence_score IS NULL OR (confidence_score >= 0.0 AND confidence_score <= 1.0))"
+    )
+    op.execute(
+        f"ALTER TABLE {schema}memory_units ADD CONSTRAINT confidence_score_fact_type_check "
+        f"CHECK ((fact_type = 'opinion' AND confidence_score IS NOT NULL) OR "
+        f"(fact_type = 'observation') OR "
+        f"(fact_type NOT IN ('opinion', 'observation') AND confidence_score IS NULL))"
+    )
+
+    # Restore original fact_type CHECK constraint (with opinion)
+    op.execute(f"ALTER TABLE {schema}memory_units DROP CONSTRAINT IF EXISTS memory_units_fact_type_check")
+    op.execute(
+        f"ALTER TABLE {schema}memory_units ADD CONSTRAINT memory_units_fact_type_check "
+        f"CHECK (fact_type IN ('world', 'experience', 'opinion', 'observation'))"
+    )
+
+    # Recreate opinion indexes
+    op.execute(
+        f"CREATE INDEX idx_memory_units_opinion_confidence ON {schema}memory_units "
+        f"(bank_id, confidence_score DESC) WHERE fact_type = 'opinion'"
+    )
+    op.execute(
+        f"CREATE INDEX idx_memory_units_opinion_date ON {schema}memory_units "
+        f"(bank_id, event_date DESC) WHERE fact_type = 'opinion'"
+    )

hindsight-api-slim/hindsight_api/alembic/versions/h3i4j5k6l7m8_merge_heads_and_add_unit_entities_index.py

@@ -0,0 +1,42 @@
+"""Merge 3 migration heads and add unit_entities composite index
+
+Revision ID: h3i4j5k6l7m8
+Revises: a4b5c6d7e8f9, c2d3e4f5g6h7, g2h3i4j5k6l7
+Create Date: 2026-04-07
+
+Merges three unmerged migration heads into one, and adds a composite index
+(entity_id, unit_id) on unit_entities for index-only scans in the LATERAL
+entity expansion query.
+"""
+
+from collections.abc import Sequence
+
+from alembic import context, op
+
+revision: str = "h3i4j5k6l7m8"
+down_revision: str | Sequence[str] | None = ("a4b5c6d7e8f9", "c2d3e4f5g6h7", "g2h3i4j5k6l7")
+branch_labels: str | Sequence[str] | None = None
+depends_on: str | Sequence[str] | None = None
+
+
+def _get_schema_prefix() -> str:
+    """Get schema prefix for table names (required for multi-tenant support)."""
+    schema = context.config.get_main_option("target_schema")
+    return f'"{schema}".' if schema else ""
+
+
+def upgrade() -> None:
+    schema = _get_schema_prefix()
+    # Composite index enables index-only scans for entity_id -> unit_id lookups
+    op.execute(
+        f"CREATE INDEX IF NOT EXISTS idx_unit_entities_entity_unit ON {schema}unit_entities (entity_id, unit_id)"
+    )
+    # Drop the now-redundant single-column index
+    op.execute(f"DROP INDEX IF EXISTS {schema}idx_unit_entities_entity")
+
+
+def downgrade() -> None:
+    schema = _get_schema_prefix()
+    op.execute(f"DROP INDEX IF EXISTS {schema}idx_unit_entities_entity_unit")
+    # Restore the single-column index
+    op.execute(f"CREATE INDEX IF NOT EXISTS idx_unit_entities_entity ON {schema}unit_entities (entity_id)")

hindsight-api-slim/hindsight_api/api/mcp.py

@@ -12,44 +12,9 @@ from hindsight_api.config import _get_raw_config
 from hindsight_api.engine.memory_engine import _current_schema
 from hindsight_api.extensions import MCPExtension, load_extension
 from hindsight_api.extensions.tenant import AuthenticationError
-from hindsight_api.mcp_tools import MCPToolsConfig, register_mcp_tools
+from hindsight_api.mcp_tools import _ALL_TOOLS, MCPToolsConfig, register_mcp_tools
 from hindsight_api.models import RequestContext
 
-# All tools available in the system (explicit list — no wildcards)
-_ALL_TOOLS: frozenset[str] = frozenset(
-    {
-        "retain",
-        "recall",
-        "reflect",
-        "list_banks",
-        "create_bank",
-        "list_mental_models",
-        "get_mental_model",
-        "create_mental_model",
-        "update_mental_model",
-        "delete_mental_model",
-        "refresh_mental_model",
-        "list_directives",
-        "create_directive",
-        "delete_directive",
-        "list_memories",
-        "get_memory",
-        "delete_memory",
-        "list_documents",
-        "get_document",
-        "delete_document",
-        "list_operations",
-        "get_operation",
-        "cancel_operation",
-        "list_tags",
-        "get_bank",
-        "get_bank_stats",
-        "update_bank",
-        "delete_bank",
-        "clear_memories",
-    }
-)
-
 # Configure logging from HINDSIGHT_API_LOG_LEVEL environment variable
 _log_level_str = os.environ.get("HINDSIGHT_API_LOG_LEVEL", "info").lower()
 _log_level_map = {
@@ -83,6 +48,9 @@ _current_api_key: ContextVar[str | None] = ContextVar("current_api_key", default
 _current_tenant_id: ContextVar[str | None] = ContextVar("current_tenant_id", default=None)
 _current_api_key_id: ContextVar[str | None] = ContextVar("current_api_key_id", default=None)
 
+# Context variable for MCP pre-authentication flag (set when MCP_AUTH_TOKEN validates)
+_current_mcp_authenticated: ContextVar[bool] = ContextVar("current_mcp_authenticated", default=False)
+
 
 def get_current_bank_id() -> str | None:
     """Get the current bank_id from context."""
@@ -104,6 +72,11 @@ def get_current_api_key_id() -> str | None:
     return _current_api_key_id.get()
 
 
+def get_current_mcp_authenticated() -> bool:
+    """Get whether the request was pre-authenticated by MCP transport auth."""
+    return _current_mcp_authenticated.get()
+
+
 def create_mcp_server(memory: MemoryEngine, multi_bank: bool = True) -> FastMCP:
     """
     Create and configure the Hindsight MCP server.
@@ -124,6 +97,7 @@ def create_mcp_server(memory: MemoryEngine, multi_bank: bool = True) -> FastMCP:
     _SINGLE_BANK_TOOLS: frozenset[str] = frozenset(
         {
             "retain",
+            "sync_retain",
             "recall",
             "reflect",
             "list_mental_models",
@@ -164,6 +138,7 @@ def create_mcp_server(memory: MemoryEngine, multi_bank: bool = True) -> FastMCP:
         api_key_resolver=get_current_api_key,  # Propagate API key for tenant auth
         tenant_id_resolver=get_current_tenant_id,  # Propagate tenant_id for usage metering
         api_key_id_resolver=get_current_api_key_id,  # Propagate api_key_id for usage metering
+        mcp_authenticated_resolver=get_current_mcp_authenticated,  # Propagate MCP pre-auth flag
         include_bank_id_param=multi_bank,
         tools=base_tools,
     )
@@ -182,24 +157,65 @@ def create_mcp_server(memory: MemoryEngine, multi_bank: bool = True) -> FastMCP:
     return mcp
 
 
+def _get_mcp_tools(mcp: FastMCP) -> dict:
+    """Get tool name→object mapping, compatible with FastMCP 2.x and 3.x."""
+    # FastMCP 2.x: _tool_manager._tools
+    if hasattr(mcp, "_tool_manager"):
+        return mcp._tool_manager._tools  # type: ignore[union-attr]
+    # FastMCP 3.x: _local_provider._components with "tool:" prefix
+    if hasattr(mcp, "_local_provider"):
+        return {
+            k.split(":")[1].split("@")[0]: v
+            for k, v in mcp._local_provider._components.items()  # type: ignore[union-attr]
+            if k.startswith("tool:")
+        }
+    msg = "Cannot locate tools on FastMCP instance"
+    raise AttributeError(msg)
+
+
 def _make_tools_tolerant(mcp: FastMCP) -> None:
-    """Wrap all tool run methods to strip unknown arguments before validation.
+    """Wrap all tool run methods to strip unknown arguments and coerce string-encoded JSON.
 
     LLMs frequently add extra fields like "explanation" or "reasoning" to tool calls.
     FastMCP's Pydantic TypeAdapter rejects these with "Unexpected keyword argument".
-    This wraps each tool's run() to filter arguments to only known parameters.
+
+    LLMs also frequently serialize list/dict arguments as JSON strings instead of native
+    types (e.g., tags='["a","b"]' instead of tags=["a","b"]). This auto-coerces them.
+
+    This wraps each tool's run() to apply both fixes before validation.
     """
     try:
-        for name, tool in mcp._tool_manager._tools.items():
+        tools = _get_mcp_tools(mcp)
+        for name, tool in tools.items():
             if hasattr(tool, "parameters") and tool.parameters:
-                allowed = set(tool.parameters.get("properties", {}).keys())
+                properties = tool.parameters.get("properties", {})
+                allowed = set(properties.keys())
+
+                # Build sets of parameter names that expect array or object types.
+                # Handles both direct types {"type": "array"} and anyOf/oneOf unions
+                # like {"anyOf": [{"type": "array", ...}, {"type": "null"}]}.
+                array_params: set[str] = set()
+                object_params: set[str] = set()
+                for param_name, param_schema in properties.items():
+                    _collect_coercible_types(param_schema, param_name, array_params, object_params)
+
                 original_run = tool.run
 
-                async def _tolerant_run(arguments, _allowed=allowed, _orig=original_run):
+                async def _tolerant_run(
+                    arguments,
+                    _allowed=allowed,
+                    _orig=original_run,
+                    _array_params=array_params,
+                    _object_params=object_params,
+                ):
                     extra_keys = set(arguments.keys()) - _allowed
                     if extra_keys:
                         logger.debug(f"Stripping unknown arguments from tool call: {extra_keys}")
                         arguments = {k: v for k, v in arguments.items() if k in _allowed}
+
+                    # Coerce string-encoded JSON for list/dict parameters
+                    arguments = _coerce_string_json(arguments, _array_params, _object_params)
+
                     return await _orig(arguments)
 
                 # FunctionTool is a Pydantic model with extra='forbid', so use
@@ -209,6 +225,59 @@ def _make_tools_tolerant(mcp: FastMCP) -> None:
         logger.warning(f"Could not make tools tolerant of extra arguments: {e}")
 
 
+def _collect_coercible_types(schema: dict, param_name: str, array_params: set[str], object_params: set[str]) -> None:
+    """Check a JSON Schema property and add param_name to array_params/object_params if applicable."""
+    # Direct type
+    schema_type = schema.get("type")
+    if schema_type == "array":
+        array_params.add(param_name)
+        return
+    if schema_type == "object":
+        object_params.add(param_name)
+        return
+
+    # anyOf / oneOf unions (e.g., list[str] | None → {"anyOf": [{"type": "array"}, {"type": "null"}]})
+    for variant in schema.get("anyOf", []) + schema.get("oneOf", []):
+        variant_type = variant.get("type")
+        if variant_type == "array":
+            array_params.add(param_name)
+            return
+        if variant_type == "object":
+            object_params.add(param_name)
+            return
+
+
+def _coerce_string_json(arguments: dict, array_params: set[str], object_params: set[str]) -> dict:
+    """Auto-coerce string-encoded JSON arrays/objects to native types.
+
+    LLM agents frequently serialize list and dict tool arguments as JSON strings.
+    This is backward-compatible: native arrays/objects pass through unchanged.
+    """
+    for param_name in array_params:
+        val = arguments.get(param_name)
+        if isinstance(val, str):
+            try:
+                parsed = json.loads(val)
+                if isinstance(parsed, list):
+                    arguments = {**arguments, param_name: parsed}
+                    logger.debug(f"Coerced string to list for parameter '{param_name}'")
+            except (json.JSONDecodeError, TypeError):
+                pass
+
+    for param_name in object_params:
+        val = arguments.get(param_name)
+        if isinstance(val, str):
+            try:
+                parsed = json.loads(val)
+                if isinstance(parsed, dict):
+                    arguments = {**arguments, param_name: parsed}
+                    logger.debug(f"Coerced string to dict for parameter '{param_name}'")
+            except (json.JSONDecodeError, TypeError):
+                pass
+
+    return arguments
+
+
 class MCPMiddleware:
     """ASGI middleware that intercepts MCP requests and routes to appropriate MCP server.
 
@@ -272,10 +341,12 @@ class MCPMiddleware:
             self.single_bank_server = single_bank_server
         else:
             # Create servers internally (for direct construction / tests)
+            global_config = _get_raw_config()
+            stateless = global_config.mcp_stateless
             self.multi_bank_server = create_mcp_server(memory, multi_bank=True)
-            self.multi_bank_app = self.multi_bank_server.http_app(path="/", stateless_http=True)
+            self.multi_bank_app = self.multi_bank_server.http_app(path="/", stateless_http=stateless)
             self.single_bank_server = create_mcp_server(memory, multi_bank=False)
-            self.single_bank_app = self.single_bank_server.http_app(path="/", stateless_http=True)
+            self.single_bank_app = self.single_bank_server.http_app(path="/", stateless_http=stateless)
 
     def _get_header(self, scope: dict, name: str) -> str | None:
         """Extract a header value from ASGI scope."""
@@ -298,6 +369,17 @@ class MCPMiddleware:
             await self.app(scope, receive, send)
             return
 
+        # Handle GET-before-POST gracefully (Claude Code v2.1.84+ sends GET probe before POST initialize).
+        # Without a valid Mcp-Session-Id, GET has no meaningful response — return 200 OK so
+        # the client proceeds to POST initialize instead of marking the server as failed.
+        method = scope.get("method", "")
+        if method == "GET":
+            session_id = self._get_header(scope, "Mcp-Session-Id")
+            if not session_id:
+                logger.debug("MCP GET without session ID (client probe) — returning 200 OK")
+                await self._send_ok(send)
+                return
+
         # Strip prefix from path
         path = path[len(self.prefix) :] or "/"
 
@@ -312,6 +394,7 @@ class MCPMiddleware:
         tenant_context = None
         auth_tenant_id: str | None = None
         auth_api_key_id: str | None = None
+        mcp_pre_authenticated = False
         if MCP_AUTH_TOKEN:
             # Legacy authentication mode - validate against static token
             if not auth_token:
@@ -320,8 +403,9 @@ class MCPMiddleware:
             if auth_token != MCP_AUTH_TOKEN:
                 await self._send_error(send, 401, "Invalid authentication token")
                 return
-            # Legacy mode doesn't use tenant schemas
+            # Legacy mode: mark as pre-authenticated so tenant extension won't re-validate
             tenant_context = None
+            mcp_pre_authenticated = True
         else:
             # Use TenantExtension.authenticate_mcp() for auth
             try:
@@ -368,13 +452,15 @@ class MCPMiddleware:
         # - Header/env bank_id → multi-bank app (bank_id param, all tools)
         target_app = self.single_bank_app if bank_id_from_path else self.multi_bank_app
 
-        # Set bank_id, api_key, tenant_id, and api_key_id context
+        # Set bank_id, api_key, tenant_id, api_key_id, and mcp_authenticated context
         bank_id_token = _current_bank_id.set(bank_id)
         # Store the auth token for tenant extension to validate
         api_key_token = _current_api_key.set(auth_token) if auth_token else None
         # Store tenant_id and api_key_id from authentication for usage metering
         tenant_id_token = _current_tenant_id.set(auth_tenant_id) if auth_tenant_id else None
         api_key_id_token = _current_api_key_id.set(auth_api_key_id) if auth_api_key_id else None
+        # Store MCP pre-authentication flag to skip tenant re-validation
+        mcp_auth_token = _current_mcp_authenticated.set(mcp_pre_authenticated)
         try:
             new_scope = scope.copy()
             new_scope["path"] = new_path
@@ -419,9 +505,26 @@ class MCPMiddleware:
                 _current_tenant_id.reset(tenant_id_token)
             if api_key_id_token is not None:
                 _current_api_key_id.reset(api_key_id_token)
+            _current_mcp_authenticated.reset(mcp_auth_token)
             if schema_token is not None:
                 _current_schema.reset(schema_token)
 
+    async def _send_ok(self, send):
+        """Send a 200 OK response with empty body (used for GET probes without session)."""
+        await send(
+            {
+                "type": "http.response.start",
+                "status": 200,
+                "headers": [(b"content-type", b"application/json")],
+            }
+        )
+        await send(
+            {
+                "type": "http.response.body",
+                "body": b"{}",
+            }
+        )
+
     async def _send_error(self, send, status: int, message: str, extra_headers: dict[str, str] | None = None):
         """Send an error response."""
         body = json.dumps({"error": message}).encode()
@@ -452,10 +555,14 @@ def create_mcp_servers(memory: MemoryEngine):
     Returns:
         Tuple of (multi_bank_server, single_bank_server, multi_bank_app, single_bank_app)
     """
+    global_config = _get_raw_config()
+    stateless = global_config.mcp_stateless
+
     multi_bank_server = create_mcp_server(memory, multi_bank=True)
-    multi_bank_app = multi_bank_server.http_app(path="/", stateless_http=True)
+    multi_bank_app = multi_bank_server.http_app(path="/", stateless_http=stateless)
 
     single_bank_server = create_mcp_server(memory, multi_bank=False)
-    single_bank_app = single_bank_server.http_app(path="/", stateless_http=True)
+    single_bank_app = single_bank_server.http_app(path="/", stateless_http=stateless)
 
+    logger.info(f"MCP servers created (stateless_http={stateless})")
     return multi_bank_server, single_bank_server, multi_bank_app, single_bank_app

hindsight-api-slim/hindsight_api/config.py

@@ -118,6 +118,7 @@ def normalize_config_dict(config: dict[str, Any]) -> dict[str, Any]:
 
 # Environment variable names
 ENV_DATABASE_URL = "HINDSIGHT_API_DATABASE_URL"
+ENV_MIGRATION_DATABASE_URL = "HINDSIGHT_API_MIGRATION_DATABASE_URL"
 ENV_DATABASE_SCHEMA = "HINDSIGHT_API_DATABASE_SCHEMA"
 ENV_LLM_PROVIDER = "HINDSIGHT_API_LLM_PROVIDER"
 ENV_LLM_API_KEY = "HINDSIGHT_API_LLM_API_KEY"
@@ -130,10 +131,12 @@ ENV_LLM_MAX_BACKOFF = "HINDSIGHT_API_LLM_MAX_BACKOFF"
 ENV_LLM_TIMEOUT = "HINDSIGHT_API_LLM_TIMEOUT"
 ENV_LLM_GROQ_SERVICE_TIER = "HINDSIGHT_API_LLM_GROQ_SERVICE_TIER"
 ENV_LLM_OPENAI_SERVICE_TIER = "HINDSIGHT_API_LLM_OPENAI_SERVICE_TIER"
+ENV_LLM_EXTRA_BODY = "HINDSIGHT_API_LLM_EXTRA_BODY"
 
 # Defaults for service tiers
 DEFAULT_LLM_GROQ_SERVICE_TIER = "auto"  # "on_demand", "flex", or "auto"
 DEFAULT_LLM_OPENAI_SERVICE_TIER = None  # None (default) or "flex" (50% cheaper)
+DEFAULT_LLM_EXTRA_BODY = None  # None = no extra body params; JSON dict merged into OpenAI extra_body
 
 # Per-operation LLM configuration (optional, falls back to global LLM config)
 ENV_RETAIN_LLM_PROVIDER = "HINDSIGHT_API_RETAIN_LLM_PROVIDER"
@@ -175,6 +178,14 @@ ENV_EMBEDDINGS_OPENAI_API_KEY = "HINDSIGHT_API_EMBEDDINGS_OPENAI_API_KEY"
 ENV_EMBEDDINGS_OPENAI_MODEL = "HINDSIGHT_API_EMBEDDINGS_OPENAI_MODEL"
 ENV_EMBEDDINGS_OPENAI_BASE_URL = "HINDSIGHT_API_EMBEDDINGS_OPENAI_BASE_URL"
 
+# Gemini/Vertex AI embeddings configuration
+ENV_EMBEDDINGS_GEMINI_API_KEY = "HINDSIGHT_API_EMBEDDINGS_GEMINI_API_KEY"
+ENV_EMBEDDINGS_GEMINI_MODEL = "HINDSIGHT_API_EMBEDDINGS_GEMINI_MODEL"
+ENV_EMBEDDINGS_GEMINI_OUTPUT_DIMENSIONALITY = "HINDSIGHT_API_EMBEDDINGS_GEMINI_OUTPUT_DIMENSIONALITY"
+ENV_EMBEDDINGS_VERTEXAI_PROJECT_ID = "HINDSIGHT_API_EMBEDDINGS_VERTEXAI_PROJECT_ID"
+ENV_EMBEDDINGS_VERTEXAI_REGION = "HINDSIGHT_API_EMBEDDINGS_VERTEXAI_REGION"
+ENV_EMBEDDINGS_VERTEXAI_SERVICE_ACCOUNT_KEY = "HINDSIGHT_API_EMBEDDINGS_VERTEXAI_SERVICE_ACCOUNT_KEY"
+
 # Cohere configuration (separate for embeddings and reranker)
 ENV_EMBEDDINGS_COHERE_API_KEY = "HINDSIGHT_API_EMBEDDINGS_COHERE_API_KEY"
 ENV_EMBEDDINGS_COHERE_MODEL = "HINDSIGHT_API_EMBEDDINGS_COHERE_MODEL"
@@ -183,6 +194,13 @@ ENV_RERANKER_COHERE_API_KEY = "HINDSIGHT_API_RERANKER_COHERE_API_KEY"
 ENV_RERANKER_COHERE_MODEL = "HINDSIGHT_API_RERANKER_COHERE_MODEL"
 ENV_RERANKER_COHERE_BASE_URL = "HINDSIGHT_API_RERANKER_COHERE_BASE_URL"
 
+# OpenRouter configuration (embeddings and reranker)
+ENV_OPENROUTER_API_KEY = "HINDSIGHT_API_OPENROUTER_API_KEY"
+ENV_EMBEDDINGS_OPENROUTER_API_KEY = "HINDSIGHT_API_EMBEDDINGS_OPENROUTER_API_KEY"
+ENV_EMBEDDINGS_OPENROUTER_MODEL = "HINDSIGHT_API_EMBEDDINGS_OPENROUTER_MODEL"
+ENV_RERANKER_OPENROUTER_API_KEY = "HINDSIGHT_API_RERANKER_OPENROUTER_API_KEY"
+ENV_RERANKER_OPENROUTER_MODEL = "HINDSIGHT_API_RERANKER_OPENROUTER_MODEL"
+
 # Deprecated: Legacy shared Cohere API key (for backward compatibility)
 ENV_COHERE_API_KEY = "HINDSIGHT_API_COHERE_API_KEY"
 
@@ -199,6 +217,8 @@ ENV_RERANKER_LITELLM_MAX_TOKENS_PER_DOC = "HINDSIGHT_API_RERANKER_LITELLM_MAX_TO
 ENV_EMBEDDINGS_LITELLM_SDK_API_KEY = "HINDSIGHT_API_EMBEDDINGS_LITELLM_SDK_API_KEY"
 ENV_EMBEDDINGS_LITELLM_SDK_MODEL = "HINDSIGHT_API_EMBEDDINGS_LITELLM_SDK_MODEL"
 ENV_EMBEDDINGS_LITELLM_SDK_API_BASE = "HINDSIGHT_API_EMBEDDINGS_LITELLM_SDK_API_BASE"
+ENV_EMBEDDINGS_LITELLM_SDK_OUTPUT_DIMENSIONS = "HINDSIGHT_API_EMBEDDINGS_LITELLM_SDK_OUTPUT_DIMENSIONS"
+ENV_EMBEDDINGS_LITELLM_SDK_ENCODING_FORMAT = "HINDSIGHT_API_EMBEDDINGS_LITELLM_SDK_ENCODING_FORMAT"
 ENV_RERANKER_LITELLM_SDK_API_KEY = "HINDSIGHT_API_RERANKER_LITELLM_SDK_API_KEY"
 ENV_RERANKER_LITELLM_SDK_MODEL = "HINDSIGHT_API_RERANKER_LITELLM_SDK_MODEL"
 ENV_RERANKER_LITELLM_SDK_API_BASE = "HINDSIGHT_API_RERANKER_LITELLM_SDK_API_BASE"
@@ -225,6 +245,12 @@ ENV_RERANKER_FLASHRANK_CACHE_DIR = "HINDSIGHT_API_RERANKER_FLASHRANK_CACHE_DIR"
 # ZeroEntropy configuration (reranker only)
 ENV_RERANKER_ZEROENTROPY_API_KEY = "HINDSIGHT_API_RERANKER_ZEROENTROPY_API_KEY"
 ENV_RERANKER_ZEROENTROPY_MODEL = "HINDSIGHT_API_RERANKER_ZEROENTROPY_MODEL"
+ENV_RERANKER_ZEROENTROPY_BASE_URL = "HINDSIGHT_API_RERANKER_ZEROENTROPY_BASE_URL"
+
+# Google Discovery Engine reranker configuration
+ENV_RERANKER_GOOGLE_MODEL = "HINDSIGHT_API_RERANKER_GOOGLE_MODEL"
+ENV_RERANKER_GOOGLE_PROJECT_ID = "HINDSIGHT_API_RERANKER_GOOGLE_PROJECT_ID"
+ENV_RERANKER_GOOGLE_SERVICE_ACCOUNT_KEY = "HINDSIGHT_API_RERANKER_GOOGLE_SERVICE_ACCOUNT_KEY"
 
 ENV_VECTOR_EXTENSION = "HINDSIGHT_API_VECTOR_EXTENSION"
 ENV_TEXT_SEARCH_EXTENSION = "HINDSIGHT_API_TEXT_SEARCH_EXTENSION"
@@ -237,13 +263,16 @@ ENV_LOG_FORMAT = "HINDSIGHT_API_LOG_FORMAT"
 ENV_WORKERS = "HINDSIGHT_API_WORKERS"
 ENV_MCP_ENABLED = "HINDSIGHT_API_MCP_ENABLED"
 ENV_MCP_ENABLED_TOOLS = "HINDSIGHT_API_MCP_ENABLED_TOOLS"
+ENV_MCP_STATELESS = "HINDSIGHT_API_MCP_STATELESS"
 ENV_ENABLE_BANK_CONFIG_API = "HINDSIGHT_API_ENABLE_BANK_CONFIG_API"
+ENV_DEFAULT_BANK_TEMPLATE = "HINDSIGHT_API_DEFAULT_BANK_TEMPLATE"
 ENV_GRAPH_RETRIEVER = "HINDSIGHT_API_GRAPH_RETRIEVER"
-ENV_MPFP_TOP_K_NEIGHBORS = "HINDSIGHT_API_MPFP_TOP_K_NEIGHBORS"
 ENV_RECALL_MAX_CONCURRENT = "HINDSIGHT_API_RECALL_MAX_CONCURRENT"
 ENV_RECALL_CONNECTION_BUDGET = "HINDSIGHT_API_RECALL_CONNECTION_BUDGET"
 ENV_RECALL_MAX_QUERY_TOKENS = "HINDSIGHT_API_RECALL_MAX_QUERY_TOKENS"
 ENV_MENTAL_MODEL_REFRESH_CONCURRENCY = "HINDSIGHT_API_MENTAL_MODEL_REFRESH_CONCURRENCY"
+ENV_LINK_EXPANSION_PER_ENTITY_LIMIT = "HINDSIGHT_API_LINK_EXPANSION_PER_ENTITY_LIMIT"
+ENV_LINK_EXPANSION_TIMEOUT = "HINDSIGHT_API_LINK_EXPANSION_TIMEOUT"
 
 # OpenTelemetry tracing configuration
 ENV_OTEL_TRACES_ENABLED = "HINDSIGHT_API_OTEL_TRACES_ENABLED"
@@ -251,6 +280,7 @@ ENV_OTEL_EXPORTER_OTLP_ENDPOINT = "HINDSIGHT_API_OTEL_EXPORTER_OTLP_ENDPOINT"
 ENV_OTEL_EXPORTER_OTLP_HEADERS = "HINDSIGHT_API_OTEL_EXPORTER_OTLP_HEADERS"
 ENV_OTEL_SERVICE_NAME = "HINDSIGHT_API_OTEL_SERVICE_NAME"
 ENV_OTEL_DEPLOYMENT_ENVIRONMENT = "HINDSIGHT_API_OTEL_DEPLOYMENT_ENVIRONMENT"
+ENV_METRICS_INCLUDE_BANK_ID = "HINDSIGHT_API_METRICS_INCLUDE_BANK_ID"
 
 # Vertex AI configuration
 ENV_LLM_VERTEXAI_PROJECT_ID = "HINDSIGHT_API_LLM_VERTEXAI_PROJECT_ID"
@@ -272,6 +302,7 @@ ENV_RETAIN_BATCH_TOKENS = "HINDSIGHT_API_RETAIN_BATCH_TOKENS"
 ENV_RETAIN_ENTITY_LOOKUP = "HINDSIGHT_API_RETAIN_ENTITY_LOOKUP"
 ENV_RETAIN_BATCH_ENABLED = "HINDSIGHT_API_RETAIN_BATCH_ENABLED"
 ENV_RETAIN_BATCH_POLL_INTERVAL_SECONDS = "HINDSIGHT_API_RETAIN_BATCH_POLL_INTERVAL_SECONDS"
+ENV_RETAIN_CHUNK_BATCH_SIZE = "HINDSIGHT_API_RETAIN_CHUNK_BATCH_SIZE"
 
 # File storage configuration
 ENV_FILE_STORAGE_TYPE = "HINDSIGHT_API_FILE_STORAGE_TYPE"
@@ -294,6 +325,21 @@ ENV_FILE_CONVERSION_MAX_BATCH_SIZE = "HINDSIGHT_API_FILE_CONVERSION_MAX_BATCH_SI
 ENV_ENABLE_FILE_UPLOAD_API = "HINDSIGHT_API_ENABLE_FILE_UPLOAD_API"
 ENV_FILE_DELETE_AFTER_RETAIN = "HINDSIGHT_API_FILE_DELETE_AFTER_RETAIN"
 
+# Temporal extraction — dateparser-based query analysis for date-aware recall.
+# Adds ~120ms per recall. Disable to reduce recall latency when temporal
+# filtering is not needed.
+ENV_ENABLE_TEMPORAL_EXTRACTION = "HINDSIGHT_API_ENABLE_TEMPORAL_EXTRACTION"
+
+# Graph retrieval — entity/link-based graph traversal during recall.
+# Disable to reduce recall latency when only semantic + BM25 retrieval is needed
+# (e.g. pure RAG / chunks mode).
+ENV_ENABLE_GRAPH_RETRIEVAL = "HINDSIGHT_API_ENABLE_GRAPH_RETRIEVAL"
+
+# Reranking — cross-encoder reranking of candidates during recall.
+# Disable to skip the cross-encoder scoring step and use RRF-merged scores
+# directly. Significantly reduces recall latency on large banks.
+ENV_ENABLE_RERANKING = "HINDSIGHT_API_ENABLE_RERANKING"
+
 # Observations settings (consolidated knowledge from facts)
 ENV_ENABLE_OBSERVATIONS = "HINDSIGHT_API_ENABLE_OBSERVATIONS"
 ENV_CONSOLIDATION_BATCH_SIZE = "HINDSIGHT_API_CONSOLIDATION_BATCH_SIZE"
@@ -304,6 +350,7 @@ ENV_CONSOLIDATION_SOURCE_FACTS_MAX_TOKENS_PER_OBSERVATION = (
     "HINDSIGHT_API_CONSOLIDATION_SOURCE_FACTS_MAX_TOKENS_PER_OBSERVATION"
 )
 ENV_OBSERVATIONS_MISSION = "HINDSIGHT_API_OBSERVATIONS_MISSION"
+ENV_MAX_OBSERVATIONS_PER_SCOPE = "HINDSIGHT_API_MAX_OBSERVATIONS_PER_SCOPE"
 ENV_ENABLE_OBSERVATION_HISTORY = "HINDSIGHT_API_ENABLE_OBSERVATION_HISTORY"
 ENV_ENABLE_MENTAL_MODEL_HISTORY = "HINDSIGHT_API_ENABLE_MENTAL_MODEL_HISTORY"
 
@@ -313,6 +360,14 @@ ENV_WEBHOOK_SECRET = "HINDSIGHT_API_WEBHOOK_SECRET"
 ENV_WEBHOOK_EVENT_TYPES = "HINDSIGHT_API_WEBHOOK_EVENT_TYPES"
 ENV_WEBHOOK_DELIVERY_POLL_INTERVAL_SECONDS = "HINDSIGHT_API_WEBHOOK_DELIVERY_POLL_INTERVAL_SECONDS"
 
+# Built-in llama.cpp configuration (for provider=llamacpp)
+ENV_LLAMACPP_MODEL_PATH = "HINDSIGHT_API_LLAMACPP_MODEL_PATH"
+ENV_LLAMACPP_GPU_LAYERS = "HINDSIGHT_API_LLAMACPP_GPU_LAYERS"
+ENV_LLAMACPP_CONTEXT_SIZE = "HINDSIGHT_API_LLAMACPP_CONTEXT_SIZE"
+ENV_LLAMACPP_CHAT_FORMAT = "HINDSIGHT_API_LLAMACPP_CHAT_FORMAT"
+ENV_LLAMACPP_NO_GRAMMAR = "HINDSIGHT_API_LLAMACPP_NO_GRAMMAR"
+ENV_LLAMACPP_EXTRA_ARGS = "HINDSIGHT_API_LLAMACPP_EXTRA_ARGS"
+
 # Optimization flags
 ENV_SKIP_LLM_VERIFICATION = "HINDSIGHT_API_SKIP_LLM_VERIFICATION"
 ENV_LAZY_RERANKER = "HINDSIGHT_API_LAZY_RERANKER"
@@ -334,11 +389,30 @@ ENV_WORKER_MAX_RETRIES = "HINDSIGHT_API_WORKER_MAX_RETRIES"
 ENV_WORKER_HTTP_PORT = "HINDSIGHT_API_WORKER_HTTP_PORT"
 ENV_WORKER_MAX_SLOTS = "HINDSIGHT_API_WORKER_MAX_SLOTS"
 ENV_WORKER_CONSOLIDATION_MAX_SLOTS = "HINDSIGHT_API_WORKER_CONSOLIDATION_MAX_SLOTS"
+ENV_RETAIN_MAX_CONCURRENT = "HINDSIGHT_API_RETAIN_MAX_CONCURRENT"
 
 # Reflect agent settings
 ENV_REFLECT_MAX_ITERATIONS = "HINDSIGHT_API_REFLECT_MAX_ITERATIONS"
 ENV_REFLECT_MAX_CONTEXT_TOKENS = "HINDSIGHT_API_REFLECT_MAX_CONTEXT_TOKENS"
+ENV_REFLECT_WALL_TIMEOUT = "HINDSIGHT_API_REFLECT_WALL_TIMEOUT"
 ENV_REFLECT_MISSION = "HINDSIGHT_API_REFLECT_MISSION"
+ENV_REFLECT_SOURCE_FACTS_MAX_TOKENS = "HINDSIGHT_API_REFLECT_SOURCE_FACTS_MAX_TOKENS"
+
+# Recall budget mapping (budget enum -> thinking_budget integer)
+ENV_RECALL_BUDGET_FUNCTION = "HINDSIGHT_API_RECALL_BUDGET_FUNCTION"
+ENV_RECALL_BUDGET_FIXED_LOW = "HINDSIGHT_API_RECALL_BUDGET_FIXED_LOW"
+ENV_RECALL_BUDGET_FIXED_MID = "HINDSIGHT_API_RECALL_BUDGET_FIXED_MID"
+ENV_RECALL_BUDGET_FIXED_HIGH = "HINDSIGHT_API_RECALL_BUDGET_FIXED_HIGH"
+ENV_RECALL_BUDGET_ADAPTIVE_LOW = "HINDSIGHT_API_RECALL_BUDGET_ADAPTIVE_LOW"
+ENV_RECALL_BUDGET_ADAPTIVE_MID = "HINDSIGHT_API_RECALL_BUDGET_ADAPTIVE_MID"
+ENV_RECALL_BUDGET_ADAPTIVE_HIGH = "HINDSIGHT_API_RECALL_BUDGET_ADAPTIVE_HIGH"
+ENV_RECALL_BUDGET_MIN = "HINDSIGHT_API_RECALL_BUDGET_MIN"
+ENV_RECALL_BUDGET_MAX = "HINDSIGHT_API_RECALL_BUDGET_MAX"
+
+# Audit log settings
+ENV_AUDIT_LOG_ENABLED = "HINDSIGHT_API_AUDIT_LOG_ENABLED"
+ENV_AUDIT_LOG_ACTIONS = "HINDSIGHT_API_AUDIT_LOG_ACTIONS"
+ENV_AUDIT_LOG_RETENTION_DAYS = "HINDSIGHT_API_AUDIT_LOG_RETENTION_DAYS"
 
 # Disposition settings
 ENV_DISPOSITION_SKEPTICISM = "HINDSIGHT_API_DISPOSITION_SKEPTICISM"
@@ -353,18 +427,31 @@ DEFAULT_LLM_PROVIDER = "openai"
 # Provider-specific default models
 PROVIDER_DEFAULT_MODELS = {
     "openai": "gpt-4o-mini",
-    "anthropic": "claude-haiku-4-5-20251001",
+    "anthropic": "claude-haiku-4-5",
     "gemini": "gemini-2.5-flash",
     "groq": "openai/gpt-oss-120b",
     "minimax": "MiniMax-M2.7",
     "ollama": "gemma3:12b",
+    "llamacpp": "gemma-4-e2b-it",
     "lmstudio": "local-model",
     "vertexai": "google/gemini-2.5-flash-lite",
     "openai-codex": "gpt-5.2-codex",
     "claude-code": "claude-sonnet-4-5-20250929",
     "mock": "mock-model",
+    "none": "none",
+    "litellm": "gpt-4o-mini",
+    "bedrock": "us.amazon.nova-2-lite-v1:0",
+    "volcano": "doubao-pro-32k",
+    "openrouter": "qwen/qwen3.5-9b",
 }
 DEFAULT_LLM_MODEL = "gpt-4o-mini"  # Fallback if provider not in table
+# Built-in llama.cpp defaults
+DEFAULT_LLAMACPP_GPU_LAYERS = -1  # -1 = offload all layers to GPU (Metal/CUDA)
+DEFAULT_LLAMACPP_CONTEXT_SIZE = 8192
+DEFAULT_LLAMACPP_CHAT_FORMAT = None  # None = auto-detect from GGUF metadata
+DEFAULT_LLAMACPP_NO_GRAMMAR = False  # True = disable JSON grammar enforcement (faster but less reliable)
+DEFAULT_LLAMACPP_EXTRA_ARGS = None  # Space-separated extra CLI args for llama.cpp server
+
 DEFAULT_LLM_MAX_CONCURRENT = 32
 DEFAULT_LLM_MAX_RETRIES = 10  # Max retry attempts for LLM API calls
 DEFAULT_LLM_INITIAL_BACKOFF = 1.0  # Initial backoff in seconds for retry exponential backoff
@@ -384,6 +471,8 @@ DEFAULT_EMBEDDINGS_LOCAL_MODEL = "BAAI/bge-small-en-v1.5"
 DEFAULT_EMBEDDINGS_LOCAL_FORCE_CPU = False  # Force CPU mode for local embeddings (avoids MPS/XPC issues on macOS)
 DEFAULT_EMBEDDINGS_LOCAL_TRUST_REMOTE_CODE = False  # Security: disabled by default, required for some models
 DEFAULT_EMBEDDINGS_OPENAI_MODEL = "text-embedding-3-small"
+DEFAULT_EMBEDDINGS_GEMINI_MODEL = "gemini-embedding-001"
+DEFAULT_EMBEDDINGS_GEMINI_OUTPUT_DIMENSIONALITY = 768
 DEFAULT_EMBEDDING_DIMENSION = 384
 
 DEFAULT_RERANKER_PROVIDER = "local"
@@ -405,8 +494,14 @@ DEFAULT_RERANKER_FLASHRANK_CACHE_DIR = None  # Use default cache directory
 DEFAULT_EMBEDDINGS_COHERE_MODEL = "embed-english-v3.0"
 DEFAULT_RERANKER_COHERE_MODEL = "rerank-english-v3.0"
 
+# OpenRouter defaults
+DEFAULT_EMBEDDINGS_OPENROUTER_MODEL = "perplexity/pplx-embed-v1-0.6b"
+DEFAULT_RERANKER_OPENROUTER_MODEL = "cohere/rerank-v3.5"
+
 DEFAULT_RERANKER_ZEROENTROPY_MODEL = "zerank-2"
 
+DEFAULT_RERANKER_GOOGLE_MODEL = "semantic-ranker-default-004"
+
 # Vector extension (pgvector, vchord, or pgvectorscale)
 DEFAULT_VECTOR_EXTENSION = "pgvector"  # Options: "pgvector", "vchord", "pgvectorscale"
 
@@ -421,6 +516,7 @@ DEFAULT_RERANKER_LITELLM_MAX_TOKENS_PER_DOC: int | None = None
 
 # LiteLLM SDK defaults
 DEFAULT_EMBEDDINGS_LITELLM_SDK_MODEL = "cohere/embed-english-v3.0"
+DEFAULT_EMBEDDINGS_LITELLM_SDK_ENCODING_FORMAT = "float"
 DEFAULT_RERANKER_LITELLM_SDK_MODEL = "cohere/rerank-english-v3.0"
 
 DEFAULT_HOST = "0.0.0.0"
@@ -431,13 +527,16 @@ DEFAULT_LOG_FORMAT = "text"  # Options: "text", "json"
 DEFAULT_WORKERS = 1
 DEFAULT_MCP_ENABLED = True
 DEFAULT_MCP_ENABLED_TOOLS: list[str] | None = None  # None = all tools enabled
+DEFAULT_MCP_STATELESS = False  # False = stateful (supports SSE/GET); True = stateless (POST-only)
 DEFAULT_ENABLE_BANK_CONFIG_API = True
-DEFAULT_GRAPH_RETRIEVER = "link_expansion"  # Options: "link_expansion", "mpfp", "bfs"
-DEFAULT_MPFP_TOP_K_NEIGHBORS = 20  # Fan-out limit per node in MPFP graph traversal
+DEFAULT_DEFAULT_BANK_TEMPLATE: dict | None = None  # BankTemplateManifest dict applied to newly-created banks
+DEFAULT_GRAPH_RETRIEVER = "link_expansion"
 DEFAULT_RECALL_MAX_CONCURRENT = 32  # Max concurrent recall operations per worker
 DEFAULT_RECALL_CONNECTION_BUDGET = 4  # Max concurrent DB connections per recall operation
 DEFAULT_RECALL_MAX_QUERY_TOKENS = 500  # Maximum tokens allowed in recall query
 DEFAULT_MENTAL_MODEL_REFRESH_CONCURRENCY = 8  # Max concurrent mental model refreshes
+DEFAULT_LINK_EXPANSION_PER_ENTITY_LIMIT = 200  # Max target units per entity in graph expansion
+DEFAULT_LINK_EXPANSION_TIMEOUT = 10.0  # Timeout (seconds) for entity expansion query
 
 # Retain settings
 DEFAULT_RETAIN_MAX_COMPLETION_TOKENS = 64000  # Max tokens for fact extraction LLM call
@@ -449,6 +548,9 @@ DEFAULT_RETAIN_MISSION = None  # Declarative spec of what to retain (injected in
 DEFAULT_RETAIN_CUSTOM_INSTRUCTIONS = None  # Custom extraction guidelines (only used when mode="custom")
 DEFAULT_RETAIN_DEFAULT_STRATEGY = None  # Default strategy name (None = no strategy override)
 DEFAULT_RETAIN_STRATEGIES: dict | None = None  # Named retain strategies (dict of name → config overrides)
+DEFAULT_RETAIN_CHUNK_BATCH_SIZE = (
+    100  # Max chunks per streaming batch. Each chunk produces ~17 facts, so 100 chunks = ~1700 facts/batch.
+)
 DEFAULT_RETAIN_BATCH_TOKENS = 10_000  # ~40KB of text  # Max chars per sub-batch for async retain auto-splitting
 DEFAULT_RETAIN_ENTITY_LOOKUP = "trigram"  # "full" or "trigram"
 DEFAULT_RETAIN_BATCH_ENABLED = False  # Use LLM Batch API for fact extraction (only when async=True)
@@ -464,6 +566,10 @@ DEFAULT_ENABLE_FILE_UPLOAD_API = True  # Enable file upload endpoint
 DEFAULT_FILE_DELETE_AFTER_RETAIN = True  # Delete file bytes after retain (saves storage)
 
 # Observations defaults (consolidated knowledge from facts)
+DEFAULT_ENABLE_TEMPORAL_EXTRACTION = True  # Temporal extraction enabled by default
+DEFAULT_ENABLE_GRAPH_RETRIEVAL = True  # Graph retrieval enabled by default
+DEFAULT_ENABLE_RERANKING = True  # Cross-encoder reranking enabled by default
+
 DEFAULT_ENABLE_OBSERVATIONS = True  # Observations enabled by default
 DEFAULT_ENABLE_OBSERVATION_HISTORY = True  # Observation history tracking enabled by default
 DEFAULT_ENABLE_MENTAL_MODEL_HISTORY = True  # Mental model history tracking enabled by default
@@ -477,6 +583,7 @@ DEFAULT_CONSOLIDATION_SOURCE_FACTS_MAX_TOKENS_PER_OBSERVATION = (
     256  # Max tokens of source facts per observation in consolidation prompt (-1 = unlimited)
 )
 DEFAULT_OBSERVATIONS_MISSION = None  # Declarative spec of what observations are for this bank
+DEFAULT_MAX_OBSERVATIONS_PER_SCOPE = -1  # Max observations per tag scope (-1 = unlimited)
 
 # Database migrations
 DEFAULT_RUN_MIGRATIONS_ON_STARTUP = True
@@ -495,10 +602,29 @@ DEFAULT_WORKER_MAX_RETRIES = 3  # Max retries before marking task failed
 DEFAULT_WORKER_HTTP_PORT = 8889  # HTTP port for worker metrics/health
 DEFAULT_WORKER_MAX_SLOTS = 10  # Total concurrent tasks per worker
 DEFAULT_WORKER_CONSOLIDATION_MAX_SLOTS = 2  # Max concurrent consolidation tasks per worker
+DEFAULT_RETAIN_MAX_CONCURRENT = 4  # Max concurrent retain DB phases (HNSW reads + writes). Limits I/O contention.
 
 # Reflect agent settings
 DEFAULT_REFLECT_MAX_ITERATIONS = 10  # Max tool call iterations before forcing response
 DEFAULT_REFLECT_MAX_CONTEXT_TOKENS = 100_000  # Max accumulated context tokens before forcing final prompt
+DEFAULT_REFLECT_WALL_TIMEOUT = 300  # Wall-clock timeout in seconds for the entire reflect operation (5 minutes)
+DEFAULT_REFLECT_SOURCE_FACTS_MAX_TOKENS = -1  # Token budget for source facts in search_observations (-1 = disabled)
+
+# Recall budget mapping
+# "fixed": thinking_budget = recall_budget_fixed_<level> (preserves legacy behavior)
+# "adaptive": thinking_budget = round(max_tokens * recall_budget_adaptive_<level>),
+#             clamped to [recall_budget_min, recall_budget_max]
+RECALL_BUDGET_FUNCTIONS = ("fixed", "adaptive")
+DEFAULT_RECALL_BUDGET_FUNCTION = "fixed"
+DEFAULT_RECALL_BUDGET_FIXED_LOW = 100
+DEFAULT_RECALL_BUDGET_FIXED_MID = 300
+DEFAULT_RECALL_BUDGET_FIXED_HIGH = 1000
+# Adaptive defaults chosen to roughly match fixed defaults at max_tokens=4096
+DEFAULT_RECALL_BUDGET_ADAPTIVE_LOW = 0.025
+DEFAULT_RECALL_BUDGET_ADAPTIVE_MID = 0.075
+DEFAULT_RECALL_BUDGET_ADAPTIVE_HIGH = 0.25
+DEFAULT_RECALL_BUDGET_MIN = 20  # Floor for the adaptive function
+DEFAULT_RECALL_BUDGET_MAX = 2000  # Ceiling for the adaptive function
 
 # Disposition defaults (None = not set, fall back to bank DB value or 3)
 DEFAULT_DISPOSITION_SKEPTICISM = None
@@ -509,6 +635,12 @@ DEFAULT_DISPOSITION_EMPATHY = None
 DEFAULT_OTEL_TRACES_ENABLED = False  # Disabled by default for backward compatibility
 DEFAULT_OTEL_SERVICE_NAME = "hindsight-api"
 DEFAULT_OTEL_DEPLOYMENT_ENVIRONMENT = "development"
+DEFAULT_METRICS_INCLUDE_BANK_ID = False  # Disabled by default to avoid high-cardinality OTel metric growth
+
+# Audit log defaults
+DEFAULT_AUDIT_LOG_ENABLED = False  # Disabled by default
+DEFAULT_AUDIT_LOG_ACTIONS = ""  # Empty = audit all eligible actions
+DEFAULT_AUDIT_LOG_RETENTION_DAYS = -1  # -1 = keep forever
 
 # Default MCP tool descriptions (can be customized via env vars)
 DEFAULT_MCP_RETAIN_DESCRIPTION = """Store important information to long-term memory.
@@ -587,17 +719,50 @@ def _validate_extraction_mode(mode: str) -> str:
     return mode_lower
 
 
+def _validate_recall_budget_function(function: str) -> str:
+    """Validate and normalize recall budget function."""
+    function_lower = function.lower()
+    if function_lower not in RECALL_BUDGET_FUNCTIONS:
+        logger.warning(
+            f"Invalid recall budget function '{function}', must be one of {RECALL_BUDGET_FUNCTIONS}. "
+            f"Defaulting to '{DEFAULT_RECALL_BUDGET_FUNCTION}'."
+        )
+        return DEFAULT_RECALL_BUDGET_FUNCTION
+    return function_lower
+
+
 def _get_default_model_for_provider(provider: str) -> str:
     """Get the default model for a given provider."""
     return PROVIDER_DEFAULT_MODELS.get(provider.lower(), DEFAULT_LLM_MODEL)
 
 
+def _parse_default_bank_template(raw: str | None) -> dict | None:
+    """
+    Parse HINDSIGHT_API_DEFAULT_BANK_TEMPLATE as JSON.
+
+    The env var holds a BankTemplateManifest (JSON object) applied verbatim to
+    every newly-created bank. Full Pydantic validation is deferred to bank
+    creation time (to avoid pulling API models into config.py), but we fail
+    fast here if the value is not valid JSON or not a JSON object.
+    """
+    if raw is None or raw.strip() == "":
+        return DEFAULT_DEFAULT_BANK_TEMPLATE
+    try:
+        parsed = json.loads(raw)
+    except json.JSONDecodeError as e:
+        raise ValueError(f"Invalid {ENV_DEFAULT_BANK_TEMPLATE}: expected a JSON object, got invalid JSON: {e}") from e
+    if not isinstance(parsed, dict):
+        raise ValueError(f"Invalid {ENV_DEFAULT_BANK_TEMPLATE}: expected a JSON object, got {type(parsed).__name__}")
+    return parsed
+
+
 @dataclass
 class HindsightConfig:
     """Configuration container for Hindsight API."""
 
     # Database
     database_url: str
+    migration_database_url: str | None
     database_schema: str
     vector_extension: str  # "pgvector" or "vchord"
     text_search_extension: str  # "native" or "vchord"
@@ -614,6 +779,9 @@ class HindsightConfig:
     llm_timeout: float
     llm_groq_service_tier: str  # Groq: "on_demand", "flex", or "auto"
     llm_openai_service_tier: str | None  # OpenAI: None (default) or "flex" (50% cheaper)
+    llm_extra_body: (
+        dict | None
+    )  # Extra body params merged into OpenAI-compatible API calls (e.g. {"chat_template_kwargs": {"enable_thinking": true}})
 
     # Vertex AI configuration
     llm_vertexai_project_id: str | None
@@ -623,6 +791,14 @@ class HindsightConfig:
     # Gemini safety settings (None = use Gemini defaults; list of dicts with category/threshold)
     llm_gemini_safety_settings: list | None
 
+    # Built-in llama.cpp configuration (for provider=llamacpp)
+    llamacpp_model_path: str | None  # Path to GGUF file (None = auto-download default)
+    llamacpp_gpu_layers: int  # -1 = all layers on GPU, 0 = CPU only
+    llamacpp_context_size: int  # Context window size
+    llamacpp_chat_format: str | None  # Chat template format (None = auto-detect from GGUF)
+    llamacpp_no_grammar: bool  # Disable JSON grammar enforcement (faster, less reliable)
+    llamacpp_extra_args: str | None  # Space-separated extra CLI args for llama.cpp server
+
     # Per-operation LLM configuration (None = use default LLM config)
     retain_llm_provider: str | None
     retain_llm_api_key: str | None
@@ -664,12 +840,23 @@ class HindsightConfig:
     embeddings_cohere_api_key: str | None
     embeddings_cohere_model: str
     embeddings_cohere_base_url: str | None
+    embeddings_openrouter_api_key: str | None
+    embeddings_openrouter_model: str
     embeddings_litellm_api_base: str
     embeddings_litellm_api_key: str | None
     embeddings_litellm_model: str
     embeddings_litellm_sdk_api_key: str | None
     embeddings_litellm_sdk_model: str
     embeddings_litellm_sdk_api_base: str | None
+    embeddings_litellm_sdk_output_dimensions: int | None
+    embeddings_litellm_sdk_encoding_format: str | None
+    # Gemini/Vertex AI embeddings
+    embeddings_gemini_api_key: str | None
+    embeddings_gemini_model: str
+    embeddings_gemini_output_dimensionality: int | None
+    embeddings_vertexai_project_id: str | None
+    embeddings_vertexai_region: str | None
+    embeddings_vertexai_service_account_key: str | None
 
     # Reranker
     reranker_provider: str
@@ -687,6 +874,8 @@ class HindsightConfig:
     reranker_cohere_api_key: str | None
     reranker_cohere_model: str
     reranker_cohere_base_url: str | None
+    reranker_openrouter_api_key: str | None
+    reranker_openrouter_model: str
     reranker_litellm_api_base: str
     reranker_litellm_api_key: str | None
     reranker_litellm_model: str
@@ -696,6 +885,10 @@ class HindsightConfig:
     reranker_litellm_sdk_api_base: str | None
     reranker_zeroentropy_api_key: str | None
     reranker_zeroentropy_model: str
+    reranker_zeroentropy_base_url: str | None
+    reranker_google_model: str
+    reranker_google_project_id: str | None
+    reranker_google_service_account_key: str | None
 
     # Server
     host: str
@@ -705,15 +898,20 @@ class HindsightConfig:
     log_format: str
     mcp_enabled: bool
     mcp_enabled_tools: list[str] | None  # None = all tools; explicit list = allowlist
+    mcp_stateless: bool  # True = stateless HTTP (POST-only); False = stateful (supports GET/SSE)
     enable_bank_config_api: bool
+    # Default bank template (static, server-level only). When set, the manifest is applied
+    # to every newly-created bank, overriding the env/config defaults for any fields it sets.
+    default_bank_template: dict | None
 
     # Recall
     graph_retriever: str
-    mpfp_top_k_neighbors: int
     recall_max_concurrent: int
     recall_connection_budget: int
     recall_max_query_tokens: int
     mental_model_refresh_concurrency: int
+    link_expansion_per_entity_limit: int
+    link_expansion_timeout: float
 
     # Retain settings
     retain_max_completion_tokens: int
@@ -728,6 +926,7 @@ class HindsightConfig:
     retain_batch_enabled: bool
     retain_batch_poll_interval_seconds: int
     retain_entity_lookup: str  # "full" or "trigram"
+    retain_chunk_batch_size: int  # Max chunks per streaming batch (0 = disabled)
 
     # File storage (static - server-level only)
     file_storage_type: str  # "native" (PostgreSQL) or "s3" (S3-compatible)
@@ -751,6 +950,9 @@ class HindsightConfig:
     file_delete_after_retain: bool
 
     # Observations settings (consolidated knowledge from facts)
+    enable_temporal_extraction: bool
+    enable_graph_retrieval: bool
+    enable_reranking: bool
     enable_observations: bool
     enable_observation_history: bool
     enable_mental_model_history: bool
@@ -760,6 +962,7 @@ class HindsightConfig:
     consolidation_source_facts_max_tokens: int
     consolidation_source_facts_max_tokens_per_observation: int
     observations_mission: str | None
+    max_observations_per_scope: int
 
     # Entity labels (controlled vocabulary of key:value classification labels extracted at retain time)
     # List of label group dicts: [{key, description, type, optional, values: [{value, description}]}]
@@ -770,6 +973,26 @@ class HindsightConfig:
 
     # Reflect agent settings
     reflect_mission: str | None
+    reflect_source_facts_max_tokens: int
+
+    # Recall settings (used by internal recall, e.g. during mental model refresh)
+    recall_include_chunks: bool
+    recall_max_tokens: int
+    recall_chunks_max_tokens: int
+
+    # Recall budget mapping: how the Budget enum (LOW/MID/HIGH) maps to thinking_budget integer.
+    # function="fixed": use the recall_budget_fixed_* values directly (legacy behavior).
+    # function="adaptive": compute round(max_tokens * recall_budget_adaptive_*),
+    #                      clamped to [recall_budget_min, recall_budget_max].
+    recall_budget_function: str
+    recall_budget_fixed_low: int
+    recall_budget_fixed_mid: int
+    recall_budget_fixed_high: int
+    recall_budget_adaptive_low: float
+    recall_budget_adaptive_mid: float
+    recall_budget_adaptive_high: float
+    recall_budget_min: int
+    recall_budget_max: int
 
     # Disposition settings (hierarchical - can be overridden per bank; None = fall back to DB)
     disposition_skepticism: int | None
@@ -797,10 +1020,12 @@ class HindsightConfig:
     worker_http_port: int
     worker_max_slots: int
     worker_consolidation_max_slots: int
+    retain_max_concurrent: int
 
     # Reflect agent settings
     reflect_max_iterations: int
     reflect_max_context_tokens: int
+    reflect_wall_timeout: int
 
     # OpenTelemetry tracing configuration
     otel_traces_enabled: bool
@@ -808,6 +1033,12 @@ class HindsightConfig:
     otel_exporter_otlp_headers: str | None
     otel_service_name: str
     otel_deployment_environment: str
+    metrics_include_bank_id: bool
+
+    # Audit log configuration (static - server-level only)
+    audit_log_enabled: bool  # Master switch for audit logging
+    audit_log_actions: list[str]  # Allowlist of action types (empty = all)
+    audit_log_retention_days: int  # -1 = keep forever, >0 = delete after N days
 
     # Webhook configuration (static - server-level only, not per-bank)
     webhook_url: str | None  # Global webhook URL (None = disabled)
@@ -832,8 +1063,13 @@ class HindsightConfig:
         "embeddings_tei_base_url",
         "reranker_tei_base_url",
         "reranker_cohere_base_url",
+        "reranker_zeroentropy_base_url",
         # Service Account Keys
         "llm_vertexai_service_account_key",
+        "embeddings_vertexai_service_account_key",
+        "reranker_google_service_account_key",
+        # Embeddings API keys
+        "embeddings_gemini_api_key",
         # File storage credentials
         "file_storage_s3_access_key_id",
         "file_storage_s3_secret_access_key",
@@ -856,17 +1092,38 @@ class HindsightConfig:
         "retain_custom_instructions",
         "retain_default_strategy",
         "retain_strategies",
+        "retain_chunk_batch_size",
         # Entity labels (controlled vocabulary for entity classification)
         "entity_labels",
         "entities_allow_free_form",
+        # RAG mode — per-bank retrieval pipeline control
+        "enable_temporal_extraction",
+        "enable_graph_retrieval",
+        "enable_reranking",
         # Consolidation settings
         "enable_observations",
         "consolidation_llm_batch_size",
         "consolidation_source_facts_max_tokens",
         "consolidation_source_facts_max_tokens_per_observation",
         "observations_mission",
+        "max_observations_per_scope",
         # Reflect settings
         "reflect_mission",
+        "reflect_source_facts_max_tokens",
+        # Recall settings (used by internal recall, e.g. mental model refresh)
+        "recall_include_chunks",
+        "recall_max_tokens",
+        "recall_chunks_max_tokens",
+        # Recall budget mapping (Budget enum -> thinking_budget integer)
+        "recall_budget_function",
+        "recall_budget_fixed_low",
+        "recall_budget_fixed_mid",
+        "recall_budget_fixed_high",
+        "recall_budget_adaptive_low",
+        "recall_budget_adaptive_mid",
+        "recall_budget_adaptive_high",
+        "recall_budget_min",
+        "recall_budget_max",
         # Disposition settings
         "disposition_skepticism",
         "disposition_literalism",
@@ -949,9 +1206,19 @@ class HindsightConfig:
                 f"Invalid text_search_extension: {self.text_search_extension}. Must be one of: {', '.join(valid_text_search)}"
             )
 
+        # When LLM provider is "none", force chunks-only mode and disable LLM-dependent features
+        if self.llm_provider == "none":
+            self.retain_extraction_mode = "chunks"
+            self.enable_observations = False
+            logger.info(
+                "LLM provider set to 'none': forcing retain_extraction_mode='chunks', "
+                "disabling observations/consolidation. Reflect will return HTTP 400."
+            )
+
         # RETAIN_MAX_COMPLETION_TOKENS must be greater than RETAIN_CHUNK_SIZE
         # to ensure the LLM has enough output capacity to extract facts from chunks
-        if self.retain_max_completion_tokens <= self.retain_chunk_size:
+        # (not applicable when provider is "none" since no LLM calls are made)
+        if self.llm_provider != "none" and self.retain_max_completion_tokens <= self.retain_chunk_size:
             raise ValueError(
                 f"Invalid configuration: HINDSIGHT_API_RETAIN_MAX_COMPLETION_TOKENS "
                 f"({self.retain_max_completion_tokens}) must be greater than "
@@ -973,6 +1240,7 @@ class HindsightConfig:
         config = cls(
             # Database
             database_url=os.getenv(ENV_DATABASE_URL, DEFAULT_DATABASE_URL),
+            migration_database_url=os.getenv(ENV_MIGRATION_DATABASE_URL) or None,
             database_schema=os.getenv(ENV_DATABASE_SCHEMA, DEFAULT_DATABASE_SCHEMA),
             vector_extension=os.getenv(ENV_VECTOR_EXTENSION, DEFAULT_VECTOR_EXTENSION).lower(),
             text_search_extension=os.getenv(ENV_TEXT_SEARCH_EXTENSION, DEFAULT_TEXT_SEARCH_EXTENSION).lower(),
@@ -988,6 +1256,7 @@ class HindsightConfig:
             llm_timeout=float(os.getenv(ENV_LLM_TIMEOUT, str(DEFAULT_LLM_TIMEOUT))),
             llm_groq_service_tier=os.getenv(ENV_LLM_GROQ_SERVICE_TIER, DEFAULT_LLM_GROQ_SERVICE_TIER),
             llm_openai_service_tier=os.getenv(ENV_LLM_OPENAI_SERVICE_TIER, DEFAULT_LLM_OPENAI_SERVICE_TIER),
+            llm_extra_body=json.loads(os.getenv(ENV_LLM_EXTRA_BODY, "null")),
             # Vertex AI
             llm_vertexai_project_id=os.getenv(ENV_LLM_VERTEXAI_PROJECT_ID) or DEFAULT_LLM_VERTEXAI_PROJECT_ID,
             llm_vertexai_region=os.getenv(ENV_LLM_VERTEXAI_REGION, DEFAULT_LLM_VERTEXAI_REGION),
@@ -995,6 +1264,14 @@ class HindsightConfig:
             or DEFAULT_LLM_VERTEXAI_SERVICE_ACCOUNT_KEY,
             # Gemini safety settings (JSON-encoded list of {category, threshold} dicts)
             llm_gemini_safety_settings=json.loads(os.getenv(ENV_LLM_GEMINI_SAFETY_SETTINGS, "null")),
+            # Built-in llama.cpp configuration
+            llamacpp_model_path=os.getenv(ENV_LLAMACPP_MODEL_PATH) or None,
+            llamacpp_gpu_layers=int(os.getenv(ENV_LLAMACPP_GPU_LAYERS, str(DEFAULT_LLAMACPP_GPU_LAYERS))),
+            llamacpp_context_size=int(os.getenv(ENV_LLAMACPP_CONTEXT_SIZE, str(DEFAULT_LLAMACPP_CONTEXT_SIZE))),
+            llamacpp_chat_format=os.getenv(ENV_LLAMACPP_CHAT_FORMAT) or DEFAULT_LLAMACPP_CHAT_FORMAT,
+            llamacpp_no_grammar=os.getenv(ENV_LLAMACPP_NO_GRAMMAR, str(DEFAULT_LLAMACPP_NO_GRAMMAR)).lower()
+            in ("true", "1"),
+            llamacpp_extra_args=os.getenv(ENV_LLAMACPP_EXTRA_ARGS) or DEFAULT_LLAMACPP_EXTRA_ARGS,
             # Per-operation LLM config (None = use default)
             retain_llm_provider=os.getenv(ENV_RETAIN_LLM_PROVIDER) or None,
             retain_llm_api_key=os.getenv(ENV_RETAIN_LLM_API_KEY) or None,
@@ -1083,6 +1360,11 @@ class HindsightConfig:
             embeddings_cohere_api_key=os.getenv(ENV_EMBEDDINGS_COHERE_API_KEY) or os.getenv(ENV_COHERE_API_KEY),
             embeddings_cohere_model=os.getenv(ENV_EMBEDDINGS_COHERE_MODEL, DEFAULT_EMBEDDINGS_COHERE_MODEL),
             embeddings_cohere_base_url=os.getenv(ENV_EMBEDDINGS_COHERE_BASE_URL) or None,
+            # OpenRouter embeddings (with fallback to shared OpenRouter key, then LLM key)
+            embeddings_openrouter_api_key=os.getenv(ENV_EMBEDDINGS_OPENROUTER_API_KEY)
+            or os.getenv(ENV_OPENROUTER_API_KEY)
+            or os.getenv(ENV_LLM_API_KEY),
+            embeddings_openrouter_model=os.getenv(ENV_EMBEDDINGS_OPENROUTER_MODEL, DEFAULT_EMBEDDINGS_OPENROUTER_MODEL),
             # LiteLLM embeddings (with backward-compatible fallback to shared config)
             embeddings_litellm_api_base=os.getenv(ENV_EMBEDDINGS_LITELLM_API_BASE)
             or os.getenv(ENV_LITELLM_API_BASE, DEFAULT_LITELLM_API_BASE),
@@ -1094,6 +1376,26 @@ class HindsightConfig:
                 ENV_EMBEDDINGS_LITELLM_SDK_MODEL, DEFAULT_EMBEDDINGS_LITELLM_SDK_MODEL
             ),
             embeddings_litellm_sdk_api_base=os.getenv(ENV_EMBEDDINGS_LITELLM_SDK_API_BASE) or None,
+            embeddings_litellm_sdk_output_dimensions=int(v)
+            if (v := os.getenv(ENV_EMBEDDINGS_LITELLM_SDK_OUTPUT_DIMENSIONS))
+            else None,
+            embeddings_litellm_sdk_encoding_format=os.getenv(
+                ENV_EMBEDDINGS_LITELLM_SDK_ENCODING_FORMAT, DEFAULT_EMBEDDINGS_LITELLM_SDK_ENCODING_FORMAT
+            ),
+            # Gemini/Vertex AI embeddings (with fallback to LLM keys)
+            embeddings_gemini_api_key=os.getenv(ENV_EMBEDDINGS_GEMINI_API_KEY) or os.getenv(ENV_LLM_API_KEY),
+            embeddings_gemini_model=os.getenv(ENV_EMBEDDINGS_GEMINI_MODEL, DEFAULT_EMBEDDINGS_GEMINI_MODEL),
+            embeddings_gemini_output_dimensionality=int(
+                os.getenv(
+                    ENV_EMBEDDINGS_GEMINI_OUTPUT_DIMENSIONALITY,
+                    str(DEFAULT_EMBEDDINGS_GEMINI_OUTPUT_DIMENSIONALITY),
+                )
+            ),
+            embeddings_vertexai_project_id=os.getenv(ENV_EMBEDDINGS_VERTEXAI_PROJECT_ID)
+            or os.getenv(ENV_LLM_VERTEXAI_PROJECT_ID),
+            embeddings_vertexai_region=os.getenv(ENV_EMBEDDINGS_VERTEXAI_REGION) or os.getenv(ENV_LLM_VERTEXAI_REGION),
+            embeddings_vertexai_service_account_key=os.getenv(ENV_EMBEDDINGS_VERTEXAI_SERVICE_ACCOUNT_KEY)
+            or os.getenv(ENV_LLM_VERTEXAI_SERVICE_ACCOUNT_KEY),
             # Reranker
             reranker_provider=os.getenv(ENV_RERANKER_PROVIDER, DEFAULT_RERANKER_PROVIDER),
             reranker_local_model=os.getenv(ENV_RERANKER_LOCAL_MODEL, DEFAULT_RERANKER_LOCAL_MODEL),
@@ -1127,6 +1429,11 @@ class HindsightConfig:
             reranker_cohere_api_key=os.getenv(ENV_RERANKER_COHERE_API_KEY) or os.getenv(ENV_COHERE_API_KEY),
             reranker_cohere_model=os.getenv(ENV_RERANKER_COHERE_MODEL, DEFAULT_RERANKER_COHERE_MODEL),
             reranker_cohere_base_url=os.getenv(ENV_RERANKER_COHERE_BASE_URL) or None,
+            # OpenRouter reranker (with fallback to shared OpenRouter key, then LLM key)
+            reranker_openrouter_api_key=os.getenv(ENV_RERANKER_OPENROUTER_API_KEY)
+            or os.getenv(ENV_OPENROUTER_API_KEY)
+            or os.getenv(ENV_LLM_API_KEY),
+            reranker_openrouter_model=os.getenv(ENV_RERANKER_OPENROUTER_MODEL, DEFAULT_RERANKER_OPENROUTER_MODEL),
             # LiteLLM reranker (with backward-compatible fallback to shared config)
             reranker_litellm_api_base=os.getenv(ENV_RERANKER_LITELLM_API_BASE)
             or os.getenv(ENV_LITELLM_API_BASE, DEFAULT_LITELLM_API_BASE),
@@ -1142,6 +1449,13 @@ class HindsightConfig:
             # ZeroEntropy reranker
             reranker_zeroentropy_api_key=os.getenv(ENV_RERANKER_ZEROENTROPY_API_KEY),
             reranker_zeroentropy_model=os.getenv(ENV_RERANKER_ZEROENTROPY_MODEL, DEFAULT_RERANKER_ZEROENTROPY_MODEL),
+            reranker_zeroentropy_base_url=os.getenv(ENV_RERANKER_ZEROENTROPY_BASE_URL) or None,
+            # Google Discovery Engine reranker (with fallback to LLM Vertex AI keys)
+            reranker_google_model=os.getenv(ENV_RERANKER_GOOGLE_MODEL, DEFAULT_RERANKER_GOOGLE_MODEL),
+            reranker_google_project_id=os.getenv(ENV_RERANKER_GOOGLE_PROJECT_ID)
+            or os.getenv(ENV_LLM_VERTEXAI_PROJECT_ID),
+            reranker_google_service_account_key=os.getenv(ENV_RERANKER_GOOGLE_SERVICE_ACCOUNT_KEY)
+            or os.getenv(ENV_LLM_VERTEXAI_SERVICE_ACCOUNT_KEY),
             # Server
             host=os.getenv(ENV_HOST, DEFAULT_HOST),
             port=int(os.getenv(ENV_PORT, DEFAULT_PORT)),
@@ -1152,11 +1466,12 @@ class HindsightConfig:
             mcp_enabled_tools=[t.strip() for t in os.getenv(ENV_MCP_ENABLED_TOOLS).split(",") if t.strip()]
             if os.getenv(ENV_MCP_ENABLED_TOOLS)
             else DEFAULT_MCP_ENABLED_TOOLS,
+            mcp_stateless=os.getenv(ENV_MCP_STATELESS, str(DEFAULT_MCP_STATELESS)).lower() == "true",
             enable_bank_config_api=os.getenv(ENV_ENABLE_BANK_CONFIG_API, str(DEFAULT_ENABLE_BANK_CONFIG_API)).lower()
             == "true",
+            default_bank_template=_parse_default_bank_template(os.getenv(ENV_DEFAULT_BANK_TEMPLATE)),
             # Recall
             graph_retriever=os.getenv(ENV_GRAPH_RETRIEVER, DEFAULT_GRAPH_RETRIEVER),
-            mpfp_top_k_neighbors=int(os.getenv(ENV_MPFP_TOP_K_NEIGHBORS, str(DEFAULT_MPFP_TOP_K_NEIGHBORS))),
             recall_max_concurrent=int(os.getenv(ENV_RECALL_MAX_CONCURRENT, str(DEFAULT_RECALL_MAX_CONCURRENT))),
             recall_connection_budget=int(
                 os.getenv(ENV_RECALL_CONNECTION_BUDGET, str(DEFAULT_RECALL_CONNECTION_BUDGET))
@@ -1165,6 +1480,10 @@ class HindsightConfig:
             mental_model_refresh_concurrency=int(
                 os.getenv(ENV_MENTAL_MODEL_REFRESH_CONCURRENCY, str(DEFAULT_MENTAL_MODEL_REFRESH_CONCURRENCY))
             ),
+            link_expansion_per_entity_limit=int(
+                os.getenv(ENV_LINK_EXPANSION_PER_ENTITY_LIMIT, str(DEFAULT_LINK_EXPANSION_PER_ENTITY_LIMIT))
+            ),
+            link_expansion_timeout=float(os.getenv(ENV_LINK_EXPANSION_TIMEOUT, str(DEFAULT_LINK_EXPANSION_TIMEOUT))),
             # Optimization flags
             skip_llm_verification=os.getenv(ENV_SKIP_LLM_VERIFICATION, "false").lower() == "true",
             lazy_reranker=os.getenv(ENV_LAZY_RERANKER, "false").lower() == "true",
@@ -1191,6 +1510,7 @@ class HindsightConfig:
             retain_batch_poll_interval_seconds=int(
                 os.getenv(ENV_RETAIN_BATCH_POLL_INTERVAL_SECONDS, str(DEFAULT_RETAIN_BATCH_POLL_INTERVAL_SECONDS))
             ),
+            retain_chunk_batch_size=int(os.getenv(ENV_RETAIN_CHUNK_BATCH_SIZE, str(DEFAULT_RETAIN_CHUNK_BATCH_SIZE))),
             # File storage
             file_storage_type=os.getenv(ENV_FILE_STORAGE_TYPE, DEFAULT_FILE_STORAGE_TYPE),
             file_storage_s3_bucket=os.getenv(ENV_FILE_STORAGE_S3_BUCKET) or None,
@@ -1221,6 +1541,17 @@ class HindsightConfig:
                 ENV_FILE_DELETE_AFTER_RETAIN, str(DEFAULT_FILE_DELETE_AFTER_RETAIN)
             ).lower()
             == "true",
+            # Temporal extraction (dateparser query analysis for date-aware recall)
+            enable_temporal_extraction=os.getenv(
+                ENV_ENABLE_TEMPORAL_EXTRACTION, str(DEFAULT_ENABLE_TEMPORAL_EXTRACTION)
+            ).lower()
+            == "true",
+            # Graph retrieval (entity/link traversal during recall)
+            enable_graph_retrieval=os.getenv(ENV_ENABLE_GRAPH_RETRIEVAL, str(DEFAULT_ENABLE_GRAPH_RETRIEVAL)).lower()
+            == "true",
+            # Reranking (cross-encoder scoring during recall)
+            enable_reranking=os.getenv(ENV_ENABLE_RERANKING, str(DEFAULT_ENABLE_RERANKING)).lower()
+            == "true",
             # Observations settings (consolidated knowledge from facts)
             enable_observations=os.getenv(ENV_ENABLE_OBSERVATIONS, str(DEFAULT_ENABLE_OBSERVATIONS)).lower() == "true",
             enable_observation_history=os.getenv(
@@ -1250,6 +1581,9 @@ class HindsightConfig:
                 )
             ),
             observations_mission=os.getenv(ENV_OBSERVATIONS_MISSION) or DEFAULT_OBSERVATIONS_MISSION,
+            max_observations_per_scope=int(
+                os.getenv(ENV_MAX_OBSERVATIONS_PER_SCOPE, str(DEFAULT_MAX_OBSERVATIONS_PER_SCOPE))
+            ),
             entity_labels=None,
             entities_allow_free_form=True,
             # Database migrations
@@ -1269,12 +1603,42 @@ class HindsightConfig:
             worker_consolidation_max_slots=int(
                 os.getenv(ENV_WORKER_CONSOLIDATION_MAX_SLOTS, str(DEFAULT_WORKER_CONSOLIDATION_MAX_SLOTS))
             ),
+            retain_max_concurrent=int(os.getenv(ENV_RETAIN_MAX_CONCURRENT, str(DEFAULT_RETAIN_MAX_CONCURRENT))),
             # Reflect agent settings
             reflect_max_iterations=int(os.getenv(ENV_REFLECT_MAX_ITERATIONS, str(DEFAULT_REFLECT_MAX_ITERATIONS))),
             reflect_max_context_tokens=int(
                 os.getenv(ENV_REFLECT_MAX_CONTEXT_TOKENS, str(DEFAULT_REFLECT_MAX_CONTEXT_TOKENS))
             ),
+            reflect_wall_timeout=int(os.getenv(ENV_REFLECT_WALL_TIMEOUT, str(DEFAULT_REFLECT_WALL_TIMEOUT))),
             reflect_mission=os.getenv(ENV_REFLECT_MISSION) or None,
+            reflect_source_facts_max_tokens=int(
+                os.getenv(ENV_REFLECT_SOURCE_FACTS_MAX_TOKENS, str(DEFAULT_REFLECT_SOURCE_FACTS_MAX_TOKENS))
+            ),
+            recall_include_chunks=os.getenv(ENV_RECALL_INCLUDE_CHUNKS, str(DEFAULT_RECALL_INCLUDE_CHUNKS)).lower()
+            in ("true", "1", "yes"),
+            recall_max_tokens=int(os.getenv(ENV_RECALL_MAX_TOKENS, str(DEFAULT_RECALL_MAX_TOKENS))),
+            recall_chunks_max_tokens=int(
+                os.getenv(ENV_RECALL_CHUNKS_MAX_TOKENS, str(DEFAULT_RECALL_CHUNKS_MAX_TOKENS))
+            ),
+            recall_budget_function=_validate_recall_budget_function(
+                os.getenv(ENV_RECALL_BUDGET_FUNCTION, DEFAULT_RECALL_BUDGET_FUNCTION)
+            ),
+            recall_budget_fixed_low=int(os.getenv(ENV_RECALL_BUDGET_FIXED_LOW, str(DEFAULT_RECALL_BUDGET_FIXED_LOW))),
+            recall_budget_fixed_mid=int(os.getenv(ENV_RECALL_BUDGET_FIXED_MID, str(DEFAULT_RECALL_BUDGET_FIXED_MID))),
+            recall_budget_fixed_high=int(
+                os.getenv(ENV_RECALL_BUDGET_FIXED_HIGH, str(DEFAULT_RECALL_BUDGET_FIXED_HIGH))
+            ),
+            recall_budget_adaptive_low=float(
+                os.getenv(ENV_RECALL_BUDGET_ADAPTIVE_LOW, str(DEFAULT_RECALL_BUDGET_ADAPTIVE_LOW))
+            ),
+            recall_budget_adaptive_mid=float(
+                os.getenv(ENV_RECALL_BUDGET_ADAPTIVE_MID, str(DEFAULT_RECALL_BUDGET_ADAPTIVE_MID))
+            ),
+            recall_budget_adaptive_high=float(
+                os.getenv(ENV_RECALL_BUDGET_ADAPTIVE_HIGH, str(DEFAULT_RECALL_BUDGET_ADAPTIVE_HIGH))
+            ),
+            recall_budget_min=int(os.getenv(ENV_RECALL_BUDGET_MIN, str(DEFAULT_RECALL_BUDGET_MIN))),
+            recall_budget_max=int(os.getenv(ENV_RECALL_BUDGET_MAX, str(DEFAULT_RECALL_BUDGET_MAX))),
             # Disposition settings (None = fall back to DB value)
             disposition_skepticism=int(os.getenv(ENV_DISPOSITION_SKEPTICISM))
             if os.getenv(ENV_DISPOSITION_SKEPTICISM)
@@ -1292,6 +1656,16 @@ class HindsightConfig:
             otel_exporter_otlp_headers=os.getenv(ENV_OTEL_EXPORTER_OTLP_HEADERS) or None,
             otel_service_name=os.getenv(ENV_OTEL_SERVICE_NAME, DEFAULT_OTEL_SERVICE_NAME),
             otel_deployment_environment=os.getenv(ENV_OTEL_DEPLOYMENT_ENVIRONMENT, DEFAULT_OTEL_DEPLOYMENT_ENVIRONMENT),
+            metrics_include_bank_id=os.getenv(ENV_METRICS_INCLUDE_BANK_ID, str(DEFAULT_METRICS_INCLUDE_BANK_ID)).lower()
+            in ("true", "1", "yes"),
+            # Audit log configuration (static, server-level only)
+            audit_log_enabled=os.getenv(ENV_AUDIT_LOG_ENABLED, str(DEFAULT_AUDIT_LOG_ENABLED)).lower() == "true",
+            audit_log_actions=[
+                a.strip() for a in os.getenv(ENV_AUDIT_LOG_ACTIONS, DEFAULT_AUDIT_LOG_ACTIONS).split(",") if a.strip()
+            ],
+            audit_log_retention_days=int(
+                os.getenv(ENV_AUDIT_LOG_RETENTION_DAYS, str(DEFAULT_AUDIT_LOG_RETENTION_DAYS))
+            ),
             # Webhook configuration (static, server-level only)
             webhook_url=os.getenv(ENV_WEBHOOK_URL) or DEFAULT_WEBHOOK_URL,
             webhook_secret=os.getenv(ENV_WEBHOOK_SECRET) or DEFAULT_WEBHOOK_SECRET,
@@ -1361,9 +1735,14 @@ class HindsightConfig:
 
         root_logger.addHandler(handler)
 
+        # Silence noisy third-party loggers
+        logging.getLogger("google_genai.models").setLevel(logging.WARNING)
+
     def log_config(self) -> None:
         """Log the current configuration (without sensitive values)."""
         logger.info(f"Database: {self.database_url} (schema: {self.database_schema})")
+        if self.migration_database_url:
+            logger.info(f"Migration database: {self.migration_database_url}")
         logger.info(f"LLM: provider={self.llm_provider}, model={self.llm_model}")
         if self.retain_llm_provider or self.retain_llm_model:
             retain_provider = self.retain_llm_provider or self.llm_provider

hindsight-api-slim/hindsight_api/config_resolver.py

@@ -15,7 +15,12 @@ from typing import Any
 
 import asyncpg
 
-from hindsight_api.config import HindsightConfig, _get_raw_config, normalize_config_dict
+from hindsight_api.config import (
+    RECALL_BUDGET_FUNCTIONS,
+    HindsightConfig,
+    _get_raw_config,
+    normalize_config_dict,
+)
 from hindsight_api.engine.memory_engine import fq_table
 from hindsight_api.extensions.tenant import TenantExtension
 from hindsight_api.models import RequestContext
@@ -239,6 +244,15 @@ class ConfigResolver:
                 logger.warning(f"Failed to check permissions for bank {bank_id}: {e}")
                 # Continue without permission check (fail open for backward compatibility)
 
+        # Validate entity_labels structure
+        if "entity_labels" in normalized_updates and normalized_updates["entity_labels"] is not None:
+            from .engine.retain.entity_labels import parse_entity_labels
+
+            try:
+                parse_entity_labels(normalized_updates["entity_labels"])
+            except Exception as e:
+                raise ValueError(f"Invalid entity_labels format: {e}")
+
         # Validate retain_strategies: reject empty string keys
         if "retain_strategies" in normalized_updates and normalized_updates["retain_strategies"]:
             empty_keys = [k for k in normalized_updates["retain_strategies"] if not str(k).strip()]
@@ -247,6 +261,9 @@ class ConfigResolver:
                     "Strategy names must not be empty strings. Remove entries with empty names before saving."
                 )
 
+        # Validate recall budget fields
+        _validate_recall_budget_updates(normalized_updates)
+
         # Merge with existing config (JSONB || operator)
         async with self.pool.acquire() as conn:
             await conn.execute(
@@ -283,6 +300,53 @@ class ConfigResolver:
         logger.info(f"Reset bank config for {bank_id} to defaults")
 
 
+_RECALL_BUDGET_FIXED_KEYS = (
+    "recall_budget_fixed_low",
+    "recall_budget_fixed_mid",
+    "recall_budget_fixed_high",
+)
+_RECALL_BUDGET_ADAPTIVE_KEYS = (
+    "recall_budget_adaptive_low",
+    "recall_budget_adaptive_mid",
+    "recall_budget_adaptive_high",
+)
+
+
+def _validate_recall_budget_updates(updates: dict[str, Any]) -> None:
+    """Validate recall budget config updates. Raises ValueError on invalid input."""
+    if "recall_budget_function" in updates:
+        function = updates["recall_budget_function"]
+        if not isinstance(function, str) or function.lower() not in RECALL_BUDGET_FUNCTIONS:
+            raise ValueError(
+                f"recall_budget_function must be one of {sorted(RECALL_BUDGET_FUNCTIONS)}, got {function!r}"
+            )
+
+    for key in _RECALL_BUDGET_FIXED_KEYS:
+        if key in updates:
+            value = updates[key]
+            if not isinstance(value, int) or isinstance(value, bool) or value < 1:
+                raise ValueError(f"{key} must be a positive integer, got {value!r}")
+
+    for key in _RECALL_BUDGET_ADAPTIVE_KEYS:
+        if key in updates:
+            value = updates[key]
+            if isinstance(value, bool) or not isinstance(value, (int, float)) or value <= 0:
+                raise ValueError(f"{key} must be a positive number, got {value!r}")
+
+    for key in ("recall_budget_min", "recall_budget_max"):
+        if key in updates:
+            value = updates[key]
+            if not isinstance(value, int) or isinstance(value, bool) or value < 1:
+                raise ValueError(f"{key} must be a positive integer, got {value!r}")
+
+    if "recall_budget_min" in updates and "recall_budget_max" in updates:
+        if updates["recall_budget_min"] > updates["recall_budget_max"]:
+            raise ValueError(
+                f"recall_budget_min ({updates['recall_budget_min']}) must be <= "
+                f"recall_budget_max ({updates['recall_budget_max']})"
+            )
+
+
 def apply_strategy(config: HindsightConfig, strategy_name: str) -> HindsightConfig:
     """
     Apply a named retain strategy's overrides on top of a resolved config.

hindsight-api-slim/hindsight_api/engine/audit.py

@@ -0,0 +1,209 @@
+"""Audit logging for feature usage tracking.
+
+Provides fire-and-forget audit logging of all mutating and core operations
+(retain, recall, reflect, bank CRUD, etc.) across HTTP, MCP, and system transports.
+"""
+
+from __future__ import annotations
+
+import asyncio
+import json
+import logging
+import uuid
+from collections.abc import Callable
+from contextlib import asynccontextmanager
+from dataclasses import dataclass, field
+from datetime import datetime, timezone
+from typing import Any
+
+import asyncpg
+
+from ..engine.db_utils import acquire_with_retry
+
+logger = logging.getLogger(__name__)
+
+
+@dataclass
+class AuditEntry:
+    """A single audit log entry."""
+
+    action: str
+    transport: str  # "http", "mcp", "system"
+    bank_id: str | None = None
+    started_at: datetime = field(default_factory=lambda: datetime.now(timezone.utc))
+    ended_at: datetime | None = None
+    request: dict[str, Any] | None = None
+    response: dict[str, Any] | None = None
+    metadata: dict[str, Any] = field(default_factory=dict)
+
+
+def _json_default(obj: Any) -> str:
+    """JSON serializer for objects not serializable by default."""
+    if isinstance(obj, datetime):
+        return obj.isoformat()
+    if isinstance(obj, uuid.UUID):
+        return str(obj)
+    if isinstance(obj, bytes):
+        return "<bytes>"
+    if isinstance(obj, set):
+        return list(obj)
+    return str(obj)
+
+
+def _safe_json(data: Any) -> str | None:
+    """Serialize data to JSON string, returning None on failure."""
+    if data is None:
+        return None
+    try:
+        return json.dumps(data, default=_json_default)
+    except Exception:
+        logger.debug("Failed to serialize audit data", exc_info=True)
+        return None
+
+
+_SWEEP_INTERVAL_SECONDS = 3600  # Run retention sweep every hour
+
+
+class AuditLogger:
+    """Fire-and-forget audit log writer with optional retention sweep."""
+
+    def __init__(
+        self,
+        pool_getter: Callable[[], asyncpg.Pool | None],
+        schema_getter: Callable[[], str],
+        enabled: bool,
+        allowed_actions: list[str],
+        retention_days: int = -1,
+    ) -> None:
+        self._pool_getter = pool_getter
+        self._schema_getter = schema_getter
+        self._enabled = enabled
+        self._allowed_actions: frozenset[str] | None = frozenset(allowed_actions) if allowed_actions else None
+        self._retention_days = retention_days
+        self._sweep_task: asyncio.Task | None = None
+
+    def is_enabled(self, action: str) -> bool:
+        """Check if audit logging is enabled for this action."""
+        if not self._enabled:
+            return False
+        if self._allowed_actions is not None:
+            return action in self._allowed_actions
+        return True
+
+    def log_fire_and_forget(self, entry: AuditEntry) -> None:
+        """Schedule an audit write as a background task."""
+        if not self.is_enabled(entry.action):
+            return
+        try:
+            asyncio.create_task(self._safe_log(entry))
+        except RuntimeError:
+            # No running event loop (e.g. during shutdown)
+            logger.debug("Cannot schedule audit log write: no running event loop")
+
+    async def _safe_log(self, entry: AuditEntry) -> None:
+        """Write audit entry to DB. Errors are logged, never raised."""
+        pool = self._pool_getter()
+        if pool is None:
+            logger.debug("Audit log skipped: pool not available")
+            return
+        try:
+            schema = self._schema_getter()
+            table = f"{schema}.audit_log"
+            async with acquire_with_retry(pool, max_retries=1) as conn:
+                await conn.execute(
+                    f"""
+                    INSERT INTO {table}
+                        (id, action, transport, bank_id, started_at, ended_at, request, response, metadata)
+                    VALUES
+                        ($1, $2, $3, $4, $5, $6, $7::jsonb, $8::jsonb, $9::jsonb)
+                    """,
+                    uuid.uuid4(),
+                    entry.action,
+                    entry.transport,
+                    entry.bank_id,
+                    entry.started_at,
+                    entry.ended_at,
+                    _safe_json(entry.request),
+                    _safe_json(entry.response),
+                    _safe_json(entry.metadata) or "{}",
+                )
+        except Exception as e:
+            logger.warning(f"Audit log write failed for action={entry.action}: {e}")
+
+    def start_retention_sweep(self) -> None:
+        """Start the periodic retention sweep if retention is configured."""
+        if self._retention_days <= 0 or not self._enabled:
+            return
+        try:
+            self._sweep_task = asyncio.create_task(self._sweep_loop())
+        except RuntimeError:
+            logger.debug("Cannot start retention sweep: no running event loop")
+
+    async def stop_retention_sweep(self) -> None:
+        """Stop the periodic retention sweep."""
+        if self._sweep_task and not self._sweep_task.done():
+            self._sweep_task.cancel()
+            try:
+                await self._sweep_task
+            except asyncio.CancelledError:
+                pass
+            self._sweep_task = None
+
+    async def _sweep_loop(self) -> None:
+        """Periodically delete audit log entries older than retention_days."""
+        while True:
+            await self._run_sweep()
+            await asyncio.sleep(_SWEEP_INTERVAL_SECONDS)
+
+    async def _run_sweep(self) -> None:
+        """Delete expired audit log entries. Concurrent-safe via row-level deletes."""
+        pool = self._pool_getter()
+        if pool is None:
+            return
+        try:
+            schema = self._schema_getter()
+            table = f"{schema}.audit_log"
+            async with acquire_with_retry(pool, max_retries=1) as conn:
+                result = await conn.execute(
+                    f"DELETE FROM {table} WHERE started_at < NOW() - INTERVAL '{self._retention_days} days'"
+                )
+                if result and result != "DELETE 0":
+                    logger.info(f"Audit log retention sweep: {result}")
+        except Exception as e:
+            logger.warning(f"Audit log retention sweep failed: {e}")
+
+
+@asynccontextmanager
+async def audit_context(
+    audit_logger: AuditLogger | None,
+    action: str,
+    transport: str,
+    bank_id: str | None = None,
+    request: dict[str, Any] | None = None,
+    metadata: dict[str, Any] | None = None,
+):
+    """Async context manager that times the operation and writes audit on exit.
+
+    Usage:
+        async with audit_context(logger, "retain", "http", bank_id, request_dict) as entry:
+            result = await do_work()
+            entry.response = result_dict
+    """
+    if audit_logger is None or not audit_logger.is_enabled(action):
+        entry = AuditEntry(action=action, transport=transport, bank_id=bank_id)
+        yield entry
+        return
+
+    entry = AuditEntry(
+        action=action,
+        transport=transport,
+        bank_id=bank_id,
+        started_at=datetime.now(timezone.utc),
+        request=request,
+        metadata=metadata or {},
+    )
+    try:
+        yield entry
+    finally:
+        entry.ended_at = datetime.now(timezone.utc)
+        audit_logger.log_fire_and_forget(entry)

hindsight-api-slim/hindsight_api/engine/consolidation/consolidator.py

@@ -119,6 +119,39 @@ def _aggregate_source_fields(source_mems: list[dict[str, Any]], tags: list[str]
     )
 
 
+async def _count_observations_for_scope(
+    conn: "Connection",
+    bank_id: str,
+    tags: list[str],
+) -> int:
+    """Count existing observations matching the given tag scope.
+
+    Returns the count of observations whose tags contain all specified tags.
+    Observations with no tags are not counted (the limit does not apply to them).
+    """
+    return await conn.fetchval(
+        f"SELECT COUNT(*) FROM {fq_table('memory_units')} "
+        f"WHERE bank_id = $1 AND fact_type = 'observation' AND tags @> $2::varchar[]",
+        bank_id,
+        tags,
+    )
+
+
+def _build_response_model(max_creates: int | None = None) -> type[_ConsolidationBatchResponse]:
+    """Build a response model, optionally constraining max creates via JSON schema."""
+    if max_creates is None or max_creates < 0:
+        return _ConsolidationBatchResponse
+
+    from pydantic import Field as PydanticField
+
+    clamped = max(max_creates, 0)
+
+    class _ConstrainedConsolidationBatchResponse(_ConsolidationBatchResponse):
+        creates: list[_CreateAction] = PydanticField(default=[], max_length=clamped)
+
+    return _ConstrainedConsolidationBatchResponse
+
+
 class ConsolidationPerfLog:
     """Performance logging for consolidation operations."""
 
@@ -698,24 +731,6 @@ async def _process_memory_batch(
         if recall_result.source_facts:
             union_source_facts.update(recall_result.source_facts)
 
-    # 3. Single LLM call
-    t0 = time.time()
-    llm_result = await _consolidate_batch_with_llm(
-        llm_config=llm_config,
-        memories=memories,
-        union_observations=union_observations,
-        union_source_facts=union_source_facts,
-        config=config,
-    )
-    if perf:
-        perf.record_timing("llm", time.time() - t0)
-        perf.record_llm_call(llm_result.obs_count, llm_result.prompt_chars)
-
-    # 4. Sequential execution of creates / updates / deletes
-    # Track which memory indices participated so we can build per-memory results for stats
-    per_memory_created: set[str] = set()
-    per_memory_updated: set[str] = set()
-
     # Determine effective tag scope for observations.
     # When obs_tags_override is set, use it; otherwise use the memory's own tags.
     if obs_tags_override is not None:
@@ -724,28 +739,52 @@ async def _process_memory_batch(
         # All memories in the batch share the same tag set (enforced by batching)
         fact_tags = memories[0].get("tags") or [] if memories else []
 
+    # 2b. Compute remaining observation slots for this scope (if limit configured)
+    max_obs = config.max_observations_per_scope if config is not None else -1
+    remaining_observation_slots: int | None = None
+    if max_obs > 0 and fact_tags:
+        current_count = await _count_observations_for_scope(conn, bank_id, fact_tags)
+        remaining_observation_slots = max(max_obs - current_count, 0)
+        if remaining_observation_slots == 0:
+            logger.info(
+                f"[CONSOLIDATION] bank={bank_id} scope={fact_tags} at observation limit "
+                f"({current_count}/{max_obs}), only updates/deletes allowed"
+            )
+
+    # 3. Single LLM call
+    t0 = time.time()
+    llm_result = await _consolidate_batch_with_llm(
+        llm_config=llm_config,
+        memories=memories,
+        union_observations=union_observations,
+        union_source_facts=union_source_facts,
+        config=config,
+        remaining_observation_slots=remaining_observation_slots,
+        max_observations_per_scope=max_obs,
+    )
+    if perf:
+        perf.record_timing("llm", time.time() - t0)
+        perf.record_llm_call(llm_result.obs_count, llm_result.prompt_chars)
+
+    # 4. Sequential execution of deletes / updates / creates
+    # Deletes run first to free observation slots before creates consume them.
+    # Track which memory indices participated so we can build per-memory results for stats
+    per_memory_created: set[str] = set()
+    per_memory_updated: set[str] = set()
+
     mem_by_id = {str(m["id"]): m for m in memories}
 
-    for create in llm_result.creates:
-        source_mems = [mem_by_id[fid] for fid in create.source_fact_ids if fid in mem_by_id]
-        if not source_mems:
+    # Execute deletes first to free observation slots before creates consume them
+    deleted_count = 0
+    for delete in llm_result.deletes:
+        # Security: the observation must be present in the unioned recall
+        if not any(str(obs.id) == delete.observation_id for obs in union_observations):
+            logger.debug(
+                f"Batch consolidation: rejected delete — observation {delete.observation_id} not in unioned recall"
+            )
             continue
-        agg = _aggregate_source_fields(source_mems, tags=fact_tags)
-        await _execute_create_action(
-            conn=conn,
-            memory_engine=memory_engine,
-            bank_id=bank_id,
-            source_memory_ids=[m["id"] for m in source_mems],
-            text=create.text,
-            source_fact_tags=agg.tags,
-            event_date=agg.event_date,
-            occurred_start=agg.occurred_start,
-            occurred_end=agg.occurred_end,
-            mentioned_at=agg.mentioned_at,
-            perf=perf,
-        )
-        for m in source_mems:
-            per_memory_created.add(str(m["id"]))
+        await _execute_delete_action(conn=conn, bank_id=bank_id, observation_id=delete.observation_id)
+        deleted_count += 1
 
     for update in llm_result.updates:
         source_mems = [mem_by_id[fid] for fid in update.source_fact_ids if fid in mem_by_id]
@@ -776,16 +815,26 @@ async def _process_memory_batch(
         for m in source_mems:
             per_memory_updated.add(str(m["id"]))
 
-    deleted_count = 0
-    for delete in llm_result.deletes:
-        # Security: the observation must be present in the unioned recall
-        if not any(str(obs.id) == delete.observation_id for obs in union_observations):
-            logger.debug(
-                f"Batch consolidation: rejected delete — observation {delete.observation_id} not in unioned recall"
-            )
+    for create in llm_result.creates:
+        source_mems = [mem_by_id[fid] for fid in create.source_fact_ids if fid in mem_by_id]
+        if not source_mems:
             continue
-        await _execute_delete_action(conn=conn, bank_id=bank_id, observation_id=delete.observation_id)
-        deleted_count += 1
+        agg = _aggregate_source_fields(source_mems, tags=fact_tags)
+        await _execute_create_action(
+            conn=conn,
+            memory_engine=memory_engine,
+            bank_id=bank_id,
+            source_memory_ids=[m["id"] for m in source_mems],
+            text=create.text,
+            source_fact_tags=agg.tags,
+            event_date=agg.event_date,
+            occurred_start=agg.occurred_start,
+            occurred_end=agg.occurred_end,
+            mentioned_at=agg.mentioned_at,
+            perf=perf,
+        )
+        for m in source_mems:
+            per_memory_created.add(str(m["id"]))
 
     # Build per-memory result dicts for the stats tracker in the outer loop
     results: list[dict[str, Any]] = []
@@ -1083,6 +1132,8 @@ async def _consolidate_batch_with_llm(
     union_observations: "list[MemoryFact]",
     union_source_facts: "dict[str, MemoryFact]",
     config: Any = None,
+    remaining_observation_slots: int | None = None,
+    max_observations_per_scope: int = -1,
 ) -> _BatchLLMResult:
     """Single LLM call for a batch of facts against a pooled set of observations."""
     if union_observations:
@@ -1106,24 +1157,51 @@ async def _consolidate_batch_with_llm(
 
     facts_lines = "\n".join(_fact_line(m) for m in memories)
 
+    # Build capacity note for the prompt when observation limit is configured
+    observation_capacity_note: str | None = None
+    if remaining_observation_slots is not None and max_observations_per_scope > 0:
+        if remaining_observation_slots == 0:
+            observation_capacity_note = (
+                f"OBSERVATION LIMIT REACHED ({max_observations_per_scope}/{max_observations_per_scope}). "
+                "Only UPDATE or DELETE existing observations. Do NOT create new ones — "
+                "merge new knowledge into existing observations via UPDATE."
+            )
+        elif remaining_observation_slots <= len(memories):
+            observation_capacity_note = (
+                f"This scope has {remaining_observation_slots} observation slot(s) remaining "
+                f"(out of {max_observations_per_scope}). Prefer UPDATE over CREATE when possible."
+            )
+
     observations_mission = config.observations_mission if config is not None else None
-    prompt_template = build_batch_consolidation_prompt(observations_mission)
+    prompt_template = build_batch_consolidation_prompt(observations_mission, observation_capacity_note)
     prompt = prompt_template.format(
         facts_text=facts_lines,
         observations_text=observations_text,
     )
 
+    # Use a constrained response model when observation limit is active
+    response_model = _build_response_model(max_creates=remaining_observation_slots)
+
     max_attempts = 3
     last_exc: Exception | None = None
     for attempt in range(1, max_attempts + 1):
         try:
             response: _ConsolidationBatchResponse = await llm_config.call(
                 messages=[{"role": "user", "content": prompt}],
-                response_format=_ConsolidationBatchResponse,
+                response_format=response_model,
                 scope="consolidation",
             )
+            # Defensive truncation: some LLM providers may not enforce JSON schema max_length
+            creates = response.creates
+            if remaining_observation_slots is not None and remaining_observation_slots >= 0:
+                if len(creates) > remaining_observation_slots:
+                    logger.info(
+                        f"[CONSOLIDATION] Truncating {len(creates)} creates to {remaining_observation_slots} "
+                        f"(max_observations_per_scope={max_observations_per_scope})"
+                    )
+                    creates = creates[:remaining_observation_slots]
             return _BatchLLMResult(
-                creates=response.creates,
+                creates=creates,
                 updates=response.updates,
                 deletes=response.deletes,
                 obs_count=len(union_observations),

hindsight-api-slim/hindsight_api/engine/consolidation/prompts.py

@@ -5,10 +5,24 @@ _DEFAULT_MISSION = "Track every detail: names, numbers, dates, places, and relat
 
 # Processing rules — always present regardless of mission
 _PROCESSING_RULES = """Processing rules (always apply):
-- REDUNDANT: same info worded differently → UPDATE the existing observation.
-- CONTRADICTION/UPDATE: capture both states with temporal markers ("used to X, now Y").
-- RESOLVE REFERENCES: when a new fact provides a concrete value resolving a vague placeholder in an existing observation (e.g. "home country", "hometown", "birthplace", "native language", "her ex", "that city"), UPDATE the observation to embed the resolved value explicitly. Example: new fact says "grandma in Sweden" + existing observation says "moved from her home country" → update to "home country is Sweden".
-- NEVER merge observations about different people or unrelated topics."""
+
+1. ONE OBSERVATION PER DISTINCT FACET: each observation tracks exactly one specific facet — a count ("has 3 items"), a named entity ("has a dog named Rex"), a relationship ("works at Google"), etc. Never merge different facets into one observation.
+
+2. MATCH BY ENTITY/FACET, NOT TOPIC: when deciding whether to UPDATE vs CREATE, match on the specific entity or facet. "Sold item X" updates only the X observation. "Now has 5 items" updates only the count observation. Do not update observations about different entities just because they share a general topic.
+
+3. STATE CHANGES — UPDATE CONCISELY: when a fact changes the state of something ("sold X", "X died", "moved to Y"), UPDATE the matching observation to reflect the current state. Include dates when available. Keep it concise — only information about THAT specific facet. Example: "User owned a dog named Rex who died on March 15, 2025". Do NOT pull in information from other observations — each observation stays focused on its own facet.
+
+4. CASCADE TO ALL AFFECTED OBSERVATIONS: a state change may affect multiple observations. For example, if entity C is removed from a group, update BOTH the individual observation for C AND any list/group observation that includes C (remove C from the list while keeping all other members intact).
+
+5. NO COMPUTATION: you do not have the full picture — never calculate, derive, or adjust numeric values. If the user says "I have 2 dogs" and then "I have a dog named Rex", do NOT update the count to 3 — you don't know if Rex is one of the 2 or a new one. If the user says "I sold X", do NOT decrement a count. Only update a count when the user explicitly states a new count. Synthesize and consolidate what was stated, but never do arithmetic or logical deductions.
+
+6. SAME FACET → UPDATE, NOT CREATE: a new count supersedes the old count — UPDATE the existing count observation, don't create a second one. If there's an existing observation for the same specific facet, always UPDATE it rather than creating a duplicate.
+
+7. PRESERVE HISTORY: observations that record significant events (sold, died, moved, changed) are important history — never DELETE them. Only delete an observation when it is restated identically or truly meaningless. Be very conservative with deletes.
+
+8. RESOLVE REFERENCES: when a new fact provides a concrete value for a vague placeholder in an existing observation (e.g., "home country" → "Sweden"), UPDATE to embed the resolved value.
+
+9. NEVER merge observations about different people or unrelated topics."""
 
 # Data section — format placeholders {facts_text} and {observations_text} are substituted at call time
 _BATCH_DATA_SECTION = """
@@ -26,8 +40,8 @@ Each observation includes:
 - source_memories: array of supporting facts with their text and dates
 
 Compare the facts against existing observations:
-- Same topic as an existing observation → UPDATE it (observation_id + source_fact_ids)
-- New topic with durable knowledge → CREATE a new observation (source_fact_ids)
+- Same facet as an existing observation → UPDATE it (observation_id + source_fact_ids)
+- New facet with durable knowledge → CREATE a new observation (source_fact_ids)
 - Cross-reference facts within the batch: a later fact may resolve a vague reference in an earlier one
 - Purely ephemeral facts → omit them unless the MISSION above explicitly targets such data (e.g. timestamped events, session state, screen content)"""
 
@@ -66,7 +80,10 @@ Rules:
 - Return {{"creates": [], "updates": [], "deletes": []}} if nothing durable is found."""
 
 
-def build_batch_consolidation_prompt(observations_mission: str | None = None) -> str:
+def build_batch_consolidation_prompt(
+    observations_mission: str | None = None,
+    observation_capacity_note: str | None = None,
+) -> str:
     """
     Build the consolidation prompt for batch mode (multiple facts per LLM call).
 
@@ -75,9 +92,13 @@ def build_batch_consolidation_prompt(observations_mission: str | None = None) ->
     """
     mission = observations_mission or _DEFAULT_MISSION
 
+    capacity_section = ""
+    if observation_capacity_note:
+        capacity_section = f"\n\n## CAPACITY CONSTRAINT\n{observation_capacity_note}"
+
     return (
         "You are a memory consolidation system. Synthesize facts into observations "
         "and merge with existing observations when appropriate.\n\n"
-        f"## MISSION\n{mission}\n\n"
+        f"## MISSION\n{mission}{capacity_section}\n\n"
         f"{_PROCESSING_RULES}" + _BATCH_DATA_SECTION + _BATCH_OUTPUT_FORMAT
     )

hindsight-api-slim/hindsight_api/engine/cross_encoder.py

@@ -20,6 +20,7 @@ from ..config import (
     DEFAULT_RERANKER_COHERE_MODEL,
     DEFAULT_RERANKER_FLASHRANK_CACHE_DIR,
     DEFAULT_RERANKER_FLASHRANK_MODEL,
+    DEFAULT_RERANKER_GOOGLE_MODEL,
     DEFAULT_RERANKER_LITELLM_MAX_TOKENS_PER_DOC,
     DEFAULT_RERANKER_LITELLM_MODEL,
     DEFAULT_RERANKER_LITELLM_SDK_MODEL,
@@ -36,6 +37,7 @@ from ..config import (
     ENV_RERANKER_COHERE_MODEL,
     ENV_RERANKER_FLASHRANK_CACHE_DIR,
     ENV_RERANKER_FLASHRANK_MODEL,
+    ENV_RERANKER_GOOGLE_PROJECT_ID,
     ENV_RERANKER_LITELLM_SDK_API_KEY,
     ENV_RERANKER_LOCAL_FORCE_CPU,
     ENV_RERANKER_LOCAL_MAX_CONCURRENT,
@@ -544,6 +546,7 @@ class CohereCrossEncoder(CrossEncoderModel):
         self.base_url = base_url
         self.timeout = timeout
         self._client = None
+        self._httpx_client: httpx.Client | None = None
 
     @property
     def provider_name(self) -> str:
@@ -551,23 +554,32 @@ class CohereCrossEncoder(CrossEncoderModel):
 
     async def initialize(self) -> None:
         """Initialize the Cohere client."""
-        if self._client is not None:
+        if self._client is not None or self._httpx_client is not None:
             return
 
-        try:
-            import cohere
-        except ImportError:
-            raise ImportError("cohere is required for CohereCrossEncoder. Install it with: pip install cohere")
-
         base_url_msg = f" at {self.base_url}" if self.base_url else ""
         logger.info(f"Reranker: initializing Cohere provider with model {self.model}{base_url_msg}")
 
-        # Build client kwargs, only including base_url if set (for Azure or custom endpoints)
-        client_kwargs = {"api_key": self.api_key, "timeout": self.timeout}
         if self.base_url:
-            client_kwargs["base_url"] = self.base_url
-        self._client = cohere.Client(**client_kwargs)
-        logger.info("Reranker: Cohere provider initialized")
+            # For custom endpoints (Azure AI Foundry), use httpx directly to avoid SDK path appending
+            # Azure endpoints already include the full path (e.g., /models/.../invoke)
+            self._httpx_client = httpx.Client(
+                timeout=self.timeout,
+                headers={
+                    "Authorization": f"Bearer {self.api_key}",
+                    "Content-Type": "application/json",
+                },
+            )
+            logger.info("Reranker: Cohere provider initialized (using httpx for custom endpoint)")
+        else:
+            # For native Cohere API, use the official SDK
+            try:
+                import cohere
+            except ImportError:
+                raise ImportError("cohere is required for CohereCrossEncoder. Install it with: pip install cohere")
+
+            self._client = cohere.Client(api_key=self.api_key, timeout=self.timeout)
+            logger.info("Reranker: Cohere provider initialized")
 
     async def predict(self, pairs: list[tuple[str, str]]) -> list[float]:
         """
@@ -579,7 +591,7 @@ class CohereCrossEncoder(CrossEncoderModel):
         Returns:
             List of relevance scores
         """
-        if self._client is None:
+        if self._client is None and self._httpx_client is None:
             raise RuntimeError("Reranker not initialized. Call initialize() first.")
 
         if not pairs:
@@ -605,18 +617,40 @@ class CohereCrossEncoder(CrossEncoderModel):
             texts = [text for _, text in indexed_texts]
             indices = [idx for idx, _ in indexed_texts]
 
-            response = self._client.rerank(
-                query=query,
-                documents=texts,
-                model=self.model,
-                return_documents=False,
-            )
+            if self._httpx_client:
+                # Direct HTTP request for custom endpoints (Azure AI Foundry)
+                response = self._httpx_client.post(
+                    self.base_url,
+                    json={
+                        "model": self.model,
+                        "query": query,
+                        "documents": texts,
+                        "return_documents": False,
+                    },
+                )
+                response.raise_for_status()
+                result = response.json()
 
-            # Map scores back to original positions
-            for result in response.results:
-                original_idx = result.index
-                score = result.relevance_score
-                all_scores[indices[original_idx]] = score
+                # Map scores back to original positions
+                # Azure Cohere response format: {"results": [{"index": 0, "relevance_score": 0.9}, ...]}
+                for item in result.get("results", []):
+                    original_idx = item["index"]
+                    score = item["relevance_score"]
+                    all_scores[indices[original_idx]] = score
+            else:
+                # Native Cohere SDK for standard API
+                response = self._client.rerank(
+                    query=query,
+                    documents=texts,
+                    model=self.model,
+                    return_documents=False,
+                )
+
+                # Map scores back to original positions
+                for result in response.results:
+                    original_idx = result.index
+                    score = result.relevance_score
+                    all_scores[indices[original_idx]] = score
 
         return all_scores
 
@@ -629,12 +663,14 @@ class ZeroEntropyCrossEncoder(CrossEncoderModel):
     See: https://docs.zeroentropy.dev/models
     """
 
-    RERANK_URL = "https://api.zeroentropy.dev/v1/models/rerank"
+    DEFAULT_BASE_URL = "https://api.zeroentropy.dev"
+    RERANK_PATH = "/v1/models/rerank"
 
     def __init__(
         self,
         api_key: str,
         model: str = DEFAULT_RERANKER_ZEROENTROPY_MODEL,
+        base_url: str | None = None,
         timeout: float = 60.0,
     ):
         """
@@ -643,10 +679,13 @@ class ZeroEntropyCrossEncoder(CrossEncoderModel):
         Args:
             api_key: ZeroEntropy API key
             model: ZeroEntropy rerank model name (default: zerank-2)
+            base_url: Custom base URL for ZeroEntropy-compatible API (e.g., mock server or proxy)
             timeout: Request timeout in seconds (default: 60.0)
         """
         self.api_key = api_key
         self.model = model
+        self.base_url = base_url.rstrip("/") if base_url else self.DEFAULT_BASE_URL
+        self.rerank_url = f"{self.base_url}{self.RERANK_PATH}"
         self.timeout = timeout
         self._async_client: httpx.AsyncClient | None = None
 
@@ -699,7 +738,7 @@ class ZeroEntropyCrossEncoder(CrossEncoderModel):
             indices = [idx for idx, _ in indexed_texts]
 
             response = await self._async_client.post(
-                self.RERANK_URL,
+                self.rerank_url,
                 json={
                     "model": self.model,
                     "query": query,
@@ -1229,6 +1268,164 @@ class JinaMLXCrossEncoder(CrossEncoderModel):
         return await loop.run_in_executor(None, self._predict_sync, pairs)
 
 
+class GoogleCrossEncoder(CrossEncoderModel):
+    """
+    Google Discovery Engine cross-encoder using the Ranking REST API.
+
+    Uses httpx + google-auth for lightweight REST calls (no gRPC/protobuf).
+    Supports ADC (Application Default Credentials) or service account key file.
+
+    Available models:
+    - semantic-ranker-default-004: Best quality, 1024 tokens/record (recommended)
+    - semantic-ranker-fast-004: Lower latency, 1024 tokens/record
+
+    Max 200 records per API request. Location is always "global".
+    """
+
+    MAX_RECORDS_PER_REQUEST = 200
+    API_BASE = "https://discoveryengine.googleapis.com/v1"
+    SCOPES = ["https://www.googleapis.com/auth/cloud-platform"]
+
+    def __init__(
+        self,
+        project_id: str,
+        model: str = DEFAULT_RERANKER_GOOGLE_MODEL,
+        service_account_key: str | None = None,
+        location: str = "global",
+        timeout: float = 60.0,
+    ):
+        """
+        Initialize Google Discovery Engine cross-encoder.
+
+        Args:
+            project_id: Google Cloud project ID
+            model: Ranking model name (default: semantic-ranker-default-004)
+            service_account_key: Path to service account JSON key file.
+                                If None, uses Application Default Credentials (ADC).
+            location: API location (default: "global")
+            timeout: Request timeout in seconds (default: 60.0)
+        """
+        self.project_id = project_id
+        self.model = model
+        self.service_account_key = service_account_key
+        self.location = location
+        self.timeout = timeout
+        self._credentials = None
+        self._client: httpx.Client | None = None
+        self._rank_url: str | None = None
+
+    @property
+    def provider_name(self) -> str:
+        return "google"
+
+    def _get_auth_headers(self) -> dict[str, str]:
+        """Get Authorization header with a fresh access token."""
+        import google.auth.transport.requests
+
+        if not self._credentials.valid:
+            self._credentials.refresh(google.auth.transport.requests.Request())
+        return {"Authorization": f"Bearer {self._credentials.token}"}
+
+    async def initialize(self) -> None:
+        """Initialize credentials and HTTP client."""
+        if self._client is not None:
+            return
+
+        auth_method = "ADC" if not self.service_account_key else "service_account"
+        logger.info(
+            f"Reranker: initializing Google Discovery Engine provider "
+            f"(project={self.project_id}, model={self.model}, auth={auth_method})"
+        )
+        if self.service_account_key:
+            try:
+                from google.oauth2 import service_account
+            except ImportError:
+                raise ImportError(
+                    "google-auth is required for GoogleCrossEncoder. Install it with: pip install google-auth"
+                )
+            self._credentials = service_account.Credentials.from_service_account_file(
+                self.service_account_key,
+                scopes=self.SCOPES,
+            )
+        else:
+            try:
+                import google.auth
+            except ImportError:
+                raise ImportError(
+                    "google-auth is required for GoogleCrossEncoder. Install it with: pip install google-auth"
+                )
+            self._credentials, _ = google.auth.default(scopes=self.SCOPES)
+
+        ranking_config = f"projects/{self.project_id}/locations/{self.location}/rankingConfigs/default_ranking_config"
+        self._rank_url = f"{self.API_BASE}/{ranking_config}:rank"
+        self._client = httpx.Client(timeout=self.timeout)
+
+        logger.info("Reranker: Google Discovery Engine provider initialized")
+
+    def _predict_sync(self, pairs: list[tuple[str, str]]) -> list[float]:
+        """Synchronous predict via REST API."""
+        if not pairs:
+            return []
+
+        # Group pairs by query
+        query_groups: dict[str, list[tuple[int, str]]] = {}
+        for idx, (query, text) in enumerate(pairs):
+            if query not in query_groups:
+                query_groups[query] = []
+            query_groups[query].append((idx, text))
+
+        all_scores = [0.0] * len(pairs)
+
+        for query, indexed_texts in query_groups.items():
+            texts = [text for _, text in indexed_texts]
+            indices = [idx for idx, _ in indexed_texts]
+
+            # Process in batches of MAX_RECORDS_PER_REQUEST
+            for batch_start in range(0, len(texts), self.MAX_RECORDS_PER_REQUEST):
+                batch_texts = texts[batch_start : batch_start + self.MAX_RECORDS_PER_REQUEST]
+                batch_indices = indices[batch_start : batch_start + self.MAX_RECORDS_PER_REQUEST]
+
+                records = [{"id": str(i), "content": text} for i, text in enumerate(batch_texts)]
+
+                response = self._client.post(
+                    self._rank_url,
+                    headers=self._get_auth_headers(),
+                    json={
+                        "model": self.model,
+                        "query": query,
+                        "records": records,
+                        "topN": len(records),
+                    },
+                )
+                response.raise_for_status()
+                result = response.json()
+
+                for record in result.get("records", []):
+                    local_idx = int(record["id"])
+                    all_scores[batch_indices[local_idx]] = record["score"]
+
+        return all_scores
+
+    async def predict(self, pairs: list[tuple[str, str]]) -> list[float]:
+        """
+        Score query-document pairs using Google Discovery Engine Ranking API.
+
+        Args:
+            pairs: List of (query, document) tuples to score
+
+        Returns:
+            List of relevance scores (0-1, higher = more relevant)
+        """
+        if self._client is None:
+            raise RuntimeError("Reranker not initialized. Call initialize() first.")
+
+        if not pairs:
+            return []
+
+        loop = asyncio.get_event_loop()
+        return await loop.run_in_executor(None, self._predict_sync, pairs)
+
+
 def create_cross_encoder_from_env() -> CrossEncoderModel:
     """
     Create a CrossEncoderModel instance based on configuration.
@@ -1271,6 +1468,18 @@ def create_cross_encoder_from_env() -> CrossEncoderModel:
             model=config.reranker_cohere_model,
             base_url=config.reranker_cohere_base_url,
         )
+    elif provider == "openrouter":
+        api_key = config.reranker_openrouter_api_key
+        if not api_key:
+            raise ValueError(
+                "HINDSIGHT_API_RERANKER_OPENROUTER_API_KEY, HINDSIGHT_API_OPENROUTER_API_KEY, "
+                f"or HINDSIGHT_API_LLM_API_KEY is required when {ENV_RERANKER_PROVIDER} is 'openrouter'"
+            )
+        return CohereCrossEncoder(
+            api_key=api_key,
+            model=config.reranker_openrouter_model,
+            base_url="https://openrouter.ai/api/v1/rerank",
+        )
     elif provider == "flashrank":
         model = os.environ.get(ENV_RERANKER_FLASHRANK_MODEL, DEFAULT_RERANKER_FLASHRANK_MODEL)
         cache_dir = os.environ.get(ENV_RERANKER_FLASHRANK_CACHE_DIR, DEFAULT_RERANKER_FLASHRANK_CACHE_DIR)
@@ -1304,11 +1513,23 @@ def create_cross_encoder_from_env() -> CrossEncoderModel:
             api_key=api_key,
             model=config.reranker_zeroentropy_model,
         )
+    elif provider == "google":
+        project_id = config.reranker_google_project_id
+        if not project_id:
+            raise ValueError(
+                f"{ENV_RERANKER_GOOGLE_PROJECT_ID} (or HINDSIGHT_API_LLM_VERTEXAI_PROJECT_ID) "
+                f"is required when {ENV_RERANKER_PROVIDER} is 'google'"
+            )
+        return GoogleCrossEncoder(
+            project_id=project_id,
+            model=config.reranker_google_model,
+            service_account_key=config.reranker_google_service_account_key,
+        )
     elif provider == "rrf":
         return RRFPassthroughCrossEncoder()
     elif provider == "jina-mlx":
         return JinaMLXCrossEncoder()
     else:
         raise ValueError(
-            f"Unknown reranker provider: {provider}. Supported: 'local', 'tei', 'cohere', 'zeroentropy', 'flashrank', 'litellm', 'litellm-sdk', 'rrf', 'jina-mlx'"
+            f"Unknown reranker provider: {provider}. Supported: 'local', 'tei', 'cohere', 'zeroentropy', 'google', 'flashrank', 'litellm', 'litellm-sdk', 'rrf', 'jina-mlx'"
         )

hindsight-api-slim/hindsight_api/engine/embeddings.py

@@ -13,11 +13,13 @@ import logging
 import os
 import warnings
 from abc import ABC, abstractmethod
+from urllib.parse import parse_qs, urlparse, urlunparse
 
 import httpx
 
 from ..config import (
     DEFAULT_EMBEDDINGS_COHERE_MODEL,
+    DEFAULT_EMBEDDINGS_GEMINI_MODEL,
     DEFAULT_EMBEDDINGS_LITELLM_MODEL,
     DEFAULT_EMBEDDINGS_LITELLM_SDK_MODEL,
     DEFAULT_EMBEDDINGS_LOCAL_FORCE_CPU,
@@ -27,6 +29,7 @@ from ..config import (
     DEFAULT_EMBEDDINGS_PROVIDER,
     DEFAULT_LITELLM_API_BASE,
     ENV_EMBEDDINGS_COHERE_API_KEY,
+    ENV_EMBEDDINGS_GEMINI_API_KEY,
     ENV_EMBEDDINGS_LITELLM_SDK_API_KEY,
     ENV_EMBEDDINGS_LOCAL_FORCE_CPU,
     ENV_EMBEDDINGS_LOCAL_MODEL,
@@ -426,9 +429,19 @@ class OpenAIEmbeddings(Embeddings):
         logger.info(f"Embeddings: initializing OpenAI provider with model {self.model}{base_url_msg}")
 
         # Build client kwargs, only including base_url if set (for Azure or custom endpoints)
+        # Parse query parameters from base_url (e.g. ?api-version=xxx for Azure OpenAI)
+        # and pass them as default_query so they're included in every request.
         client_kwargs = {"api_key": self.api_key, "max_retries": self.max_retries}
         if self.base_url:
-            client_kwargs["base_url"] = self.base_url
+            parsed = urlparse(self.base_url)
+            if parsed.query:
+                clean_url = urlunparse(parsed._replace(query=""))
+                client_kwargs["base_url"] = clean_url
+                default_query = {k: v[0] for k, v in parse_qs(parsed.query).items()}
+                client_kwargs["default_query"] = default_query
+                self.base_url = clean_url
+            else:
+                client_kwargs["base_url"] = self.base_url
         self._client = OpenAI(**client_kwargs)
 
         # Try to get dimension from known models, otherwise do a test embedding
@@ -741,8 +754,10 @@ class LiteLLMSDKEmbeddings(Embeddings):
         api_key: str,
         model: str = DEFAULT_EMBEDDINGS_LITELLM_SDK_MODEL,
         api_base: str | None = None,
+        output_dimensions: int | None = None,
         batch_size: int = 100,
         timeout: float = 60.0,
+        encoding_format: str | None = "float",
     ):
         """
         Initialize LiteLLM SDK embeddings client.
@@ -751,14 +766,19 @@ class LiteLLMSDKEmbeddings(Embeddings):
             api_key: API key for the embedding provider
             model: Model name with provider prefix (e.g., "cohere/embed-english-v3.0")
             api_base: Custom base URL for API (optional)
+            output_dimensions: Optional output embedding dimensions (provider-dependent)
             batch_size: Maximum batch size for embedding requests (default: 100)
             timeout: Request timeout in seconds (default: 60.0)
+            encoding_format: Encoding format for embeddings (default: "float").
+                Set to None or empty string to omit (needed for Voyage AI, Gemini).
         """
         self.api_key = api_key
         self.model = model
         self.api_base = api_base
+        self.output_dimensions = output_dimensions
         self.batch_size = batch_size
         self.timeout = timeout
+        self.encoding_format = encoding_format or None
         self._litellm = None  # Will be set during initialization
         self._dimension: int | None = None
 
@@ -794,10 +814,13 @@ class LiteLLMSDKEmbeddings(Embeddings):
                 "model": self.model,
                 "input": ["test"],
                 "api_key": self.api_key,
-                "encoding_format": "float",
             }
+            if self.encoding_format:
+                embed_kwargs["encoding_format"] = self.encoding_format
             if self.api_base:
                 embed_kwargs["api_base"] = self.api_base
+            if self.output_dimensions is not None:
+                embed_kwargs["dimensions"] = self.output_dimensions
 
             # Use async embedding method (standard in litellm)
             response = await self._litellm.aembedding(**embed_kwargs)
@@ -841,10 +864,13 @@ class LiteLLMSDKEmbeddings(Embeddings):
                     "model": self.model,
                     "input": batch,
                     "api_key": self.api_key,
-                    "encoding_format": "float",
                 }
+                if self.encoding_format:
+                    embed_kwargs["encoding_format"] = self.encoding_format
                 if self.api_base:
                     embed_kwargs["api_base"] = self.api_base
+                if self.output_dimensions is not None:
+                    embed_kwargs["dimensions"] = self.output_dimensions
 
                 # Use sync embedding (litellm doesn't have async in thread-safe way)
                 response = self._litellm.embedding(**embed_kwargs)
@@ -866,6 +892,179 @@ class LiteLLMSDKEmbeddings(Embeddings):
         return all_embeddings
 
 
+class GeminiEmbeddings(Embeddings):
+    """
+    Google embeddings via the google.genai SDK.
+
+    Supports both:
+    1. Gemini API (api.generativeai.google.com) with API key authentication
+    2. Vertex AI with service account or Application Default Credentials (ADC)
+
+    Uses the embed_content API: client.models.embed_content(model, contents)
+    """
+
+    def __init__(
+        self,
+        model: str = DEFAULT_EMBEDDINGS_GEMINI_MODEL,
+        api_key: str | None = None,
+        vertexai_project_id: str | None = None,
+        vertexai_region: str | None = None,
+        vertexai_service_account_key: str | None = None,
+        output_dimensionality: int | None = None,
+        batch_size: int = 100,
+    ):
+        self.model = model
+        self.api_key = api_key
+        self.vertexai_project_id = vertexai_project_id
+        self.vertexai_region = vertexai_region or "us-central1"
+        self.vertexai_service_account_key = vertexai_service_account_key
+        self.output_dimensionality = output_dimensionality
+        self.batch_size = batch_size
+        self._client = None
+        self._dimension: int | None = None
+        self._is_vertexai = vertexai_project_id is not None
+        self._embed_config = None  # EmbedContentConfig, built during initialize()
+
+    @property
+    def provider_name(self) -> str:
+        return "google"
+
+    @property
+    def dimension(self) -> int:
+        if self._dimension is None:
+            raise RuntimeError("Embeddings not initialized. Call initialize() first.")
+        return self._dimension
+
+    async def initialize(self) -> None:
+        """Initialize the Google genai client and detect embedding dimension."""
+        if self._client is not None:
+            return
+
+        from google import genai
+        from google.genai import types as genai_types
+
+        if self._is_vertexai:
+            self._init_vertexai(genai)
+        else:
+            self._init_gemini(genai)
+
+        # Build EmbedContentConfig if output_dimensionality is set
+        if self.output_dimensionality is not None:
+            self._embed_config = genai_types.EmbedContentConfig(
+                output_dimensionality=self.output_dimensionality,
+            )
+
+        # Detect dimension via a test embedding (respects output_dimensionality)
+        embed_kwargs = {"model": self.model, "contents": ["test"]}
+        if self._embed_config is not None:
+            embed_kwargs["config"] = self._embed_config
+
+        result = self._client.models.embed_content(**embed_kwargs)  # type: ignore[union-attr]
+        if result.embeddings and len(result.embeddings) > 0:
+            self._dimension = len(result.embeddings[0].values)
+
+        auth_mode = "vertex_ai" if self._is_vertexai else "api_key"
+        logger.info(
+            f"Embeddings: google provider initialized (auth: {auth_mode}, model: {self.model}, dim: {self._dimension})"
+        )
+
+    def _init_gemini(self, genai) -> None:
+        """Initialize Gemini API client with API key."""
+        if not self.api_key:
+            raise ValueError("Gemini embeddings provider requires an API key")
+
+        self._client = genai.Client(api_key=self.api_key)
+        logger.info(f"Embeddings: initializing Gemini provider with model {self.model}")
+
+    def _init_vertexai(self, genai) -> None:
+        """Initialize Vertex AI client with project, region, and credentials."""
+        if not self.vertexai_project_id:
+            raise ValueError(
+                "HINDSIGHT_API_EMBEDDINGS_VERTEXAI_PROJECT_ID (or HINDSIGHT_API_LLM_VERTEXAI_PROJECT_ID) "
+                "is required for Vertex AI embeddings provider."
+            )
+
+        auth_method = "ADC"
+        credentials = None
+
+        if self.vertexai_service_account_key:
+            try:
+                from google.oauth2 import service_account
+            except ImportError:
+                raise ImportError(
+                    "Vertex AI service account auth requires 'google-auth' package. "
+                    "Install with: pip install google-auth"
+                )
+            credentials = service_account.Credentials.from_service_account_file(
+                self.vertexai_service_account_key,
+                scopes=["https://www.googleapis.com/auth/cloud-platform"],
+            )
+            auth_method = "service_account"
+            logger.info(f"Embeddings: Vertex AI using service account key: {self.vertexai_service_account_key}")
+
+        # Strip google/ prefix from model name — native SDK uses bare names
+        if self.model.startswith("google/"):
+            self.model = self.model[len("google/") :]
+
+        client_kwargs = {
+            "vertexai": True,
+            "project": self.vertexai_project_id,
+            "location": self.vertexai_region,
+        }
+        if credentials is not None:
+            client_kwargs["credentials"] = credentials
+
+        self._client = genai.Client(**client_kwargs)
+        logger.info(
+            f"Embeddings: initializing Vertex AI provider "
+            f"(project={self.vertexai_project_id}, region={self.vertexai_region}, "
+            f"model={self.model}, auth={auth_method})"
+        )
+
+    def encode(self, texts: list[str]) -> list[list[float]]:
+        """
+        Generate embeddings using the Google genai SDK.
+
+        Args:
+            texts: List of text strings to encode
+
+        Returns:
+            List of embedding vectors
+        """
+        if self._client is None:
+            raise RuntimeError("Embeddings not initialized. Call initialize() first.")
+
+        if not texts:
+            return []
+
+        all_embeddings = []
+
+        # Process in batches
+        for i in range(0, len(texts), self.batch_size):
+            batch = texts[i : i + self.batch_size]
+
+            embed_kwargs = {"model": self.model, "contents": batch}
+            if self._embed_config is not None:
+                embed_kwargs["config"] = self._embed_config
+
+            result = self._client.models.embed_content(**embed_kwargs)
+
+            all_embeddings.extend([emb.values for emb in result.embeddings])
+
+        # L2-normalize when output_dimensionality is set — Gemini only returns
+        # normalized vectors at full 3072 dims; truncated dims need re-normalization
+        # for accurate cosine similarity.
+        if self.output_dimensionality is not None:
+            import numpy as np
+
+            arr = np.array(all_embeddings)
+            norms = np.linalg.norm(arr, axis=1, keepdims=True)
+            norms[norms == 0] = 1
+            all_embeddings = (arr / norms).tolist()
+
+        return all_embeddings
+
+
 def create_embeddings_from_env() -> Embeddings:
     """
     Create an Embeddings instance based on configuration.
@@ -902,6 +1101,18 @@ def create_embeddings_from_env() -> Embeddings:
         model = os.environ.get(ENV_EMBEDDINGS_OPENAI_MODEL, DEFAULT_EMBEDDINGS_OPENAI_MODEL)
         base_url = os.environ.get(ENV_EMBEDDINGS_OPENAI_BASE_URL) or None
         return OpenAIEmbeddings(api_key=api_key, model=model, base_url=base_url)
+    elif provider == "openrouter":
+        api_key = config.embeddings_openrouter_api_key
+        if not api_key:
+            raise ValueError(
+                "HINDSIGHT_API_EMBEDDINGS_OPENROUTER_API_KEY, HINDSIGHT_API_OPENROUTER_API_KEY, "
+                f"or {ENV_LLM_API_KEY} is required when {ENV_EMBEDDINGS_PROVIDER} is 'openrouter'"
+            )
+        return OpenAIEmbeddings(
+            api_key=api_key,
+            model=config.embeddings_openrouter_model,
+            base_url="https://openrouter.ai/api/v1",
+        )
     elif provider == "cohere":
         api_key = config.embeddings_cohere_api_key
         if not api_key:
@@ -927,9 +1138,30 @@ def create_embeddings_from_env() -> Embeddings:
             api_key=api_key,
             model=config.embeddings_litellm_sdk_model,
             api_base=config.embeddings_litellm_sdk_api_base,
+            output_dimensions=config.embeddings_litellm_sdk_output_dimensions,
+            encoding_format=config.embeddings_litellm_sdk_encoding_format,
+        )
+    elif provider == "google":
+        vertexai_project_id = config.embeddings_vertexai_project_id
+        if vertexai_project_id:
+            api_key = None  # Vertex AI uses ADC or service account
+        else:
+            api_key = config.embeddings_gemini_api_key
+            if not api_key:
+                raise ValueError(
+                    f"{ENV_EMBEDDINGS_GEMINI_API_KEY} or {ENV_LLM_API_KEY} is required "
+                    f"when {ENV_EMBEDDINGS_PROVIDER} is 'google' (set VERTEXAI_PROJECT_ID for Vertex AI auth instead)"
+                )
+        return GeminiEmbeddings(
+            model=config.embeddings_gemini_model,
+            api_key=api_key,
+            vertexai_project_id=vertexai_project_id,
+            vertexai_region=config.embeddings_vertexai_region,
+            vertexai_service_account_key=config.embeddings_vertexai_service_account_key,
+            output_dimensionality=config.embeddings_gemini_output_dimensionality,
         )
     else:
         raise ValueError(
             f"Unknown embeddings provider: {provider}. "
-            f"Supported: 'local', 'tei', 'openai', 'cohere', 'litellm', 'litellm-sdk'"
+            f"Supported: 'local', 'tei', 'openai', 'cohere', 'google', 'litellm', 'litellm-sdk'"
         )

hindsight-api-slim/hindsight_api/engine/entity_resolver.py

@@ -75,6 +75,7 @@ class EntityResolver:
         """
         self.pool = pool
         self.entity_lookup = entity_lookup
+        self._pg_trgm_checked = False
         # Keyed by asyncio task id so concurrent retain batches never mix their
         # pending updates.  flush_pending_stats() pops only the calling task's items.
         self._pending_stats: dict[int, list[_EntityStat]] = {}
@@ -85,6 +86,19 @@ class EntityResolver:
         task = asyncio.current_task()
         return id(task) if task is not None else 0
 
+    def discard_pending_stats(self) -> None:
+        """
+        Discard accumulated entity stats and co-occurrence counts for the current task.
+
+        Call this on any exception path between resolve_entities_batch /
+        link_units_to_entities_batch and flush_pending_stats() to prevent the
+        per-task dicts from growing unbounded when tasks fail before flushing.
+        Safe to call even if no entries exist for the current task.
+        """
+        key = self._task_key()
+        self._pending_stats.pop(key, None)
+        self._pending_cooccurrences.pop(key, None)
+
     async def flush_pending_stats(self) -> None:
         """
         Flush accumulated entity stats and co-occurrence counts for the current task.
@@ -202,6 +216,20 @@ class EntityResolver:
         taxonomy_lookup: set[str] | None = None,
     ) -> list[str]:
         if self.entity_lookup == "trigram":
+            # Auto-detect pg_trgm availability on first call and fall back to
+            # "full" strategy if the extension is not installed.  See #626.
+            if not self._pg_trgm_checked:
+                self._pg_trgm_checked = True
+                has_trgm = await conn.fetchval("SELECT EXISTS(SELECT 1 FROM pg_extension WHERE extname = 'pg_trgm')")
+                if not has_trgm:
+                    logger.warning(
+                        "pg_trgm extension is not available — falling back to 'full' "
+                        "entity lookup strategy. Install pg_trgm for faster entity "
+                        "resolution on large banks. See: "
+                        "https://github.com/vectorize-io/hindsight/issues/626"
+                    )
+                    self.entity_lookup = "full"
+                    return await self._resolve_entities_batch_full(conn, bank_id, entities_data, unit_event_date)
             return await self._resolve_entities_batch_trigram(conn, bank_id, entities_data, unit_event_date)
         return await self._resolve_entities_batch_full(conn, bank_id, entities_data, unit_event_date)
 
@@ -289,8 +317,13 @@ class EntityResolver:
         entity_texts = list(set(e["text"] for e in entities_data))
 
         # Fetch candidates for all unique entity texts in a single batched query.
-        # The trigram % operator uses the GIN index; the substring conditions cover
-        # exact prefix/suffix matches that trigrams might miss at low similarity.
+        # Uses the GIN trigram index on LOWER(canonical_name) for case-insensitive
+        # similarity lookup. Previous version also had LIKE '%...' substring fallbacks,
+        # but those forced full sequential scans of the entities table and caused
+        # TimeoutErrors on banks with 10k+ entities. Lowering the similarity threshold
+        # to 0.15 (from default 0.3) catches most substring relationships while
+        # staying fully index-based.
+        await conn.execute("SET pg_trgm.similarity_threshold = 0.15")
         rows = await conn.fetch(
             f"""
             SELECT DISTINCT ON (e.id)
@@ -299,16 +332,13 @@ class EntityResolver:
             FROM unnest($2::text[]) AS q(query_text)
             JOIN {fq_table("entities")} e ON (
                 e.bank_id = $1
-                AND (
-                    e.canonical_name % q.query_text
-                    OR LOWER(e.canonical_name) LIKE '%' || LOWER(q.query_text) || '%'
-                    OR LOWER(q.query_text) LIKE '%' || LOWER(e.canonical_name) || '%'
-                )
+                AND LOWER(e.canonical_name) % LOWER(q.query_text)
             )
             """,
             bank_id,
             entity_texts,
         )
+        await conn.execute("RESET pg_trgm.similarity_threshold")
 
         # Group candidates by query_text
         all_candidates: dict[str, list] = {t: [] for t in entity_texts}
@@ -780,14 +810,19 @@ class EntityResolver:
             return await self._link_units_to_entities_batch_impl(conn, unit_entity_pairs)
 
     async def _link_units_to_entities_batch_impl(self, conn, unit_entity_pairs: list[tuple[str, str]]):
-        # Batch insert all unit-entity links
-        await conn.executemany(
+        # Sorted bulk insert to prevent deadlocks from inconsistent lock ordering
+        # across concurrent transactions on the unit_entities unique index.
+        sorted_pairs = sorted(unit_entity_pairs)
+        unit_ids = [p[0] for p in sorted_pairs]
+        entity_ids = [p[1] for p in sorted_pairs]
+        await conn.execute(
             f"""
             INSERT INTO {fq_table("unit_entities")} (unit_id, entity_id)
-            VALUES ($1, $2)
+            SELECT u, e FROM unnest($1::uuid[], $2::uuid[]) AS t(u, e)
             ON CONFLICT DO NOTHING
             """,
-            unit_entity_pairs,
+            unit_ids,
+            entity_ids,
         )
 
         # Build map of unit -> entities for co-occurrence calculation

hindsight-api-slim/hindsight_api/engine/interface.py

@@ -240,6 +240,7 @@ class MemoryEngineInterface(ABC):
         bank_id: str,
         *,
         fact_type: str | None = None,
+        delete_bank_profile: bool = True,
         request_context: "RequestContext",
     ) -> dict[str, int]:
         """
@@ -248,6 +249,8 @@ class MemoryEngineInterface(ABC):
         Args:
             bank_id: The memory bank ID.
             fact_type: If specified, only delete memories of this type.
+            delete_bank_profile: If True, also delete the bank profile row itself.
+                If False, only delete memories/entities/documents but preserve the bank.
             request_context: Request context for authentication.
 
         Returns:

hindsight-api-slim/hindsight_api/engine/llm_wrapper.py

@@ -122,10 +122,14 @@ _PROVIDERS_WITHOUT_API_KEY = frozenset(
     {
         "ollama",
         "lmstudio",
+        "llamacpp",
         "openai-codex",
         "claude-code",
         "mock",
+        "none",
         "vertexai",
+        "litellm",
+        "bedrock",
     }
 )
 
@@ -143,6 +147,7 @@ def create_llm_provider(
     reasoning_effort: str,
     groq_service_tier: str | None = None,
     openai_service_tier: str | None = None,
+    extra_body: dict[str, Any] | None = None,
     vertexai_project_id: str | None = None,
     vertexai_region: str | None = None,
     vertexai_credentials: Any = None,
@@ -159,6 +164,7 @@ def create_llm_provider(
         reasoning_effort: Reasoning effort level for supported providers.
         groq_service_tier: Groq service tier (for Groq provider) - "on_demand", "flex", or "auto".
         openai_service_tier: OpenAI service tier (for OpenAI provider) - None (default) or "flex" (50% cheaper).
+        extra_body: Extra body params merged into OpenAI-compatible API calls.
         vertexai_project_id: Vertex AI project ID (for VertexAI provider).
         vertexai_region: Vertex AI region (for VertexAI provider).
         vertexai_credentials: Vertex AI credentials object (for VertexAI provider).
@@ -172,7 +178,10 @@ def create_llm_provider(
         ClaudeCodeLLM,
         CodexLLM,
         GeminiLLM,
+        LiteLLMLLM,
+        LlamaCppLLM,
         MockLLM,
+        NoneLLM,
         OpenAICompatibleLLM,
     )
 
@@ -205,6 +214,15 @@ def create_llm_provider(
             reasoning_effort=reasoning_effort,
         )
 
+    elif provider_lower == "none":
+        return NoneLLM(
+            provider=provider,
+            api_key=api_key,
+            base_url=base_url,
+            model=model,
+            reasoning_effort=reasoning_effort,
+        )
+
     elif provider_lower in ("gemini", "vertexai"):
         return GeminiLLM(
             provider=provider,
@@ -227,7 +245,45 @@ def create_llm_provider(
             reasoning_effort=reasoning_effort,
         )
 
-    elif provider_lower in ("openai", "groq", "ollama", "lmstudio", "minimax"):
+    elif provider_lower == "litellm":
+        return LiteLLMLLM(
+            provider=provider,
+            api_key=api_key,
+            base_url=base_url,
+            model=model,
+            reasoning_effort=reasoning_effort,
+        )
+
+    elif provider_lower == "bedrock":
+        # Bedrock is a first-class alias backed by LiteLLM with auto-prefixed model names
+        bedrock_model = model if model.startswith("bedrock/") else f"bedrock/{model}"
+        return LiteLLMLLM(
+            provider=provider,
+            api_key=api_key,
+            base_url=base_url,
+            model=bedrock_model,
+            reasoning_effort=reasoning_effort,
+        )
+
+    elif provider_lower == "llamacpp":
+        from ..config import get_config
+
+        config = get_config()
+        return LlamaCppLLM(
+            provider=provider,
+            api_key=api_key,
+            base_url=base_url,
+            model=model,
+            reasoning_effort=reasoning_effort,
+            model_path=config.llamacpp_model_path,
+            gpu_layers=config.llamacpp_gpu_layers,
+            context_size=config.llamacpp_context_size,
+            chat_format=config.llamacpp_chat_format,
+            no_grammar=config.llamacpp_no_grammar,
+            extra_args=config.llamacpp_extra_args,
+        )
+
+    elif provider_lower in ("openai", "groq", "ollama", "lmstudio", "minimax", "volcano", "openrouter"):
         return OpenAICompatibleLLM(
             provider=provider,
             api_key=api_key,
@@ -236,6 +292,7 @@ def create_llm_provider(
             reasoning_effort=reasoning_effort,
             groq_service_tier=groq_service_tier,
             openai_service_tier=openai_service_tier,
+            extra_body=extra_body,
         )
 
     else:
@@ -259,6 +316,7 @@ class LLMProvider:
         groq_service_tier: str | None = None,
         openai_service_tier: str | None = None,
         gemini_safety_settings: list | None = None,
+        extra_body: dict[str, Any] | None = None,
     ):
         """
         Initialize LLM provider.
@@ -272,6 +330,7 @@ class LLMProvider:
             groq_service_tier: Groq service tier ("on_demand", "flex", "auto") - from config.
             openai_service_tier: OpenAI service tier (None or "flex") - from config.
             gemini_safety_settings: Safety settings for Gemini/VertexAI providers.
+            extra_body: Extra body params merged into OpenAI-compatible API calls.
         """
         self.provider = provider.lower()
         self.api_key = api_key
@@ -283,6 +342,8 @@ class LLMProvider:
         self.openai_service_tier = openai_service_tier
         # Gemini safety settings (instance default; can be overridden per-request via context var)
         self.gemini_safety_settings = gemini_safety_settings
+        # Extra body params for OpenAI-compatible providers (e.g. chat_template_kwargs)
+        self.extra_body = extra_body
 
         # Validate provider
         valid_providers = [
@@ -292,11 +353,17 @@ class LLMProvider:
             "gemini",
             "anthropic",
             "lmstudio",
+            "llamacpp",
             "vertexai",
             "openai-codex",
             "claude-code",
             "mock",
+            "none",
             "minimax",
+            "litellm",
+            "bedrock",
+            "volcano",
+            "openrouter",
         ]
         if self.provider not in valid_providers:
             raise ValueError(f"Invalid LLM provider: {self.provider}. Must be one of: {', '.join(valid_providers)}")
@@ -311,6 +378,8 @@ class LLMProvider:
                 self.base_url = "http://localhost:1234/v1"
             elif self.provider == "minimax":
                 self.base_url = "https://api.minimax.io/v1"
+            elif self.provider == "openrouter":
+                self.base_url = "https://openrouter.ai/api/v1"
 
         # Prepare Vertex AI config (if applicable)
         vertexai_project_id = None
@@ -375,6 +444,7 @@ class LLMProvider:
             reasoning_effort=self.reasoning_effort,
             groq_service_tier=self.groq_service_tier,
             openai_service_tier=self.openai_service_tier,
+            extra_body=self.extra_body,
             vertexai_project_id=vertexai_project_id,
             vertexai_region=vertexai_region,
             vertexai_credentials=vertexai_credentials,
@@ -665,64 +735,45 @@ class LLMProvider:
         return ConfiguredLLMProvider(self, config.llm_gemini_safety_settings)
 
     async def cleanup(self) -> None:
-        """Clean up resources."""
-        pass
+        """Clean up resources (e.g. stop llamacpp subprocess)."""
+        if self._provider_impl:
+            await self._provider_impl.cleanup()
 
     @classmethod
-    def for_memory(cls) -> "LLMProvider":
-        """Create provider for memory operations from environment variables."""
-        provider = os.getenv("HINDSIGHT_API_LLM_PROVIDER", "groq")
-        api_key = os.getenv("HINDSIGHT_API_LLM_API_KEY", "")
+    def from_env(cls) -> "LLMProvider":
+        """Create provider from environment variables using config.py constants."""
+        from ..config import (
+            DEFAULT_LLM_MODEL,
+            DEFAULT_LLM_PROVIDER,
+            ENV_LLM_API_KEY,
+            ENV_LLM_BASE_URL,
+            ENV_LLM_EXTRA_BODY,
+            ENV_LLM_MODEL,
+            ENV_LLM_PROVIDER,
+        )
 
-        # API key not needed for openai-codex (uses OAuth), claude-code (uses Keychain OAuth),
-        # ollama (local), or vertexai (uses GCP service account credentials)
-        if not api_key and provider not in ("openai-codex", "claude-code", "ollama", "vertexai"):
+        provider = os.getenv(ENV_LLM_PROVIDER, DEFAULT_LLM_PROVIDER)
+        api_key = os.getenv(ENV_LLM_API_KEY, "")
+
+        if not api_key and not requires_api_key(provider):
+            pass  # Provider handles its own auth
+        elif not api_key:
             raise ValueError(
-                "HINDSIGHT_API_LLM_API_KEY environment variable is required (unless using openai-codex or claude-code)"
+                f"{ENV_LLM_API_KEY} environment variable is required (unless using openai-codex, claude-code, or litellm)"
             )
 
-        base_url = os.getenv("HINDSIGHT_API_LLM_BASE_URL", "")
-        model = os.getenv("HINDSIGHT_API_LLM_MODEL", "openai/gpt-oss-120b")
+        base_url = os.getenv(ENV_LLM_BASE_URL, "")
+        model = os.getenv(ENV_LLM_MODEL, DEFAULT_LLM_MODEL)
+        extra_body = json.loads(os.getenv(ENV_LLM_EXTRA_BODY, "null"))
 
-        return cls(provider=provider, api_key=api_key, base_url=base_url, model=model, reasoning_effort="low")
-
-    @classmethod
-    def for_answer_generation(cls) -> "LLMProvider":
-        """Create provider for answer generation. Falls back to memory config if not set."""
-        provider = os.getenv("HINDSIGHT_API_ANSWER_LLM_PROVIDER", os.getenv("HINDSIGHT_API_LLM_PROVIDER", "groq"))
-        api_key = os.getenv("HINDSIGHT_API_ANSWER_LLM_API_KEY", os.getenv("HINDSIGHT_API_LLM_API_KEY", ""))
-
-        # API key not needed for openai-codex (uses OAuth), claude-code (uses Keychain OAuth),
-        # ollama (local), or vertexai (uses GCP service account credentials)
-        if not api_key and provider not in ("openai-codex", "claude-code", "ollama", "vertexai"):
-            raise ValueError(
-                "HINDSIGHT_API_LLM_API_KEY or HINDSIGHT_API_ANSWER_LLM_API_KEY environment variable is required "
-                "(unless using openai-codex or claude-code)"
-            )
-
-        base_url = os.getenv("HINDSIGHT_API_ANSWER_LLM_BASE_URL", os.getenv("HINDSIGHT_API_LLM_BASE_URL", ""))
-        model = os.getenv("HINDSIGHT_API_ANSWER_LLM_MODEL", os.getenv("HINDSIGHT_API_LLM_MODEL", "openai/gpt-oss-120b"))
-
-        return cls(provider=provider, api_key=api_key, base_url=base_url, model=model, reasoning_effort="high")
-
-    @classmethod
-    def for_judge(cls) -> "LLMProvider":
-        """Create provider for judge/evaluator operations. Falls back to memory config if not set."""
-        provider = os.getenv("HINDSIGHT_API_JUDGE_LLM_PROVIDER", os.getenv("HINDSIGHT_API_LLM_PROVIDER", "groq"))
-        api_key = os.getenv("HINDSIGHT_API_JUDGE_LLM_API_KEY", os.getenv("HINDSIGHT_API_LLM_API_KEY", ""))
-
-        # API key not needed for openai-codex (uses OAuth), claude-code (uses Keychain OAuth),
-        # ollama (local), or vertexai (uses GCP service account credentials)
-        if not api_key and provider not in ("openai-codex", "claude-code", "ollama", "vertexai"):
-            raise ValueError(
-                "HINDSIGHT_API_LLM_API_KEY or HINDSIGHT_API_JUDGE_LLM_API_KEY environment variable is required "
-                "(unless using openai-codex or claude-code)"
-            )
-
-        base_url = os.getenv("HINDSIGHT_API_JUDGE_LLM_BASE_URL", os.getenv("HINDSIGHT_API_LLM_BASE_URL", ""))
-        model = os.getenv("HINDSIGHT_API_JUDGE_LLM_MODEL", os.getenv("HINDSIGHT_API_LLM_MODEL", "openai/gpt-oss-120b"))
-
-        return cls(provider=provider, api_key=api_key, base_url=base_url, model=model, reasoning_effort="high")
+        return cls(
+            provider=provider,
+            api_key=api_key,
+            base_url=base_url,
+            model=model,
+            reasoning_effort="low",
+            extra_body=extra_body,
+        )
 
 
 class ConfiguredLLMProvider:

hindsight-api-slim/hindsight_api/engine/providers/__init__.py

@@ -8,7 +8,20 @@ from .anthropic_llm import AnthropicLLM
 from .claude_code_llm import ClaudeCodeLLM
 from .codex_llm import CodexLLM
 from .gemini_llm import GeminiLLM
+from .litellm_llm import LiteLLMLLM
+from .llamacpp_llm import LlamaCppLLM
 from .mock_llm import MockLLM
+from .none_llm import NoneLLM
 from .openai_compatible_llm import OpenAICompatibleLLM
 
-__all__ = ["AnthropicLLM", "ClaudeCodeLLM", "CodexLLM", "GeminiLLM", "MockLLM", "OpenAICompatibleLLM"]
+__all__ = [
+    "AnthropicLLM",
+    "ClaudeCodeLLM",
+    "CodexLLM",
+    "GeminiLLM",
+    "LlamaCppLLM",
+    "LiteLLMLLM",
+    "MockLLM",
+    "NoneLLM",
+    "OpenAICompatibleLLM",
+]

hindsight-api-slim/hindsight_api/engine/providers/claude_code_llm.py

@@ -331,7 +331,11 @@ class ClaudeCodeLLM(LLMInterface):
             max_retries: Maximum retry attempts.
             initial_backoff: Initial backoff time in seconds.
             max_backoff: Maximum backoff time in seconds.
-            tool_choice: How to choose tools (not used by Claude Agent SDK).
+            tool_choice: How to choose tools - "auto", "none", "required", or specific function dict.
+                - "auto": Model decides whether to call tools (default)
+                - "required": Model must call at least one tool
+                - "none": Model must not call any tools
+                - {"type": "function", "function": {"name": "..."}}: Force specific tool call
 
         Returns:
             LLMToolCallResult with content and/or tool_calls.
@@ -410,16 +414,57 @@ class ClaudeCodeLLM(LLMInterface):
                 tool_call_id = msg.get("tool_call_id", "")
                 user_content += f"\n\n[Tool result for {tool_call_id}: {content}]"
 
+        # Handle tool_choice parameter to filter tools and adjust instructions
+        # The Claude Agent SDK doesn't have a native tool_choice parameter, so we
+        # enforce it via allowed_tools filtering and system prompt instructions.
+
         # Format tool names for SDK MCP servers: mcp__{server_name}__{tool_name}
         # This is required by the Claude Agent SDK for MCP server tools
         allowed_tool_names = [f"mcp__hindsight_tools__{name}" for name in tool_names]
+        mcp_servers_config = {"hindsight_tools": mcp_server} if sdk_tools else {}
+
+        # Process tool_choice
+        if isinstance(tool_choice, dict) and tool_choice.get("type") == "function":
+            # Force a specific tool: filter allowed_tools to only that tool and add instruction
+            forced_name = tool_choice.get("function", {}).get("name")
+            if forced_name:
+                # Filter to only the forced tool (with MCP prefix)
+                forced_tool_mcp_name = f"mcp__hindsight_tools__{forced_name}"
+                if forced_tool_mcp_name in allowed_tool_names:
+                    allowed_tool_names = [forced_tool_mcp_name]
+                    # Add strong instruction to system prompt
+                    force_instruction = (
+                        f"\n\nIMPORTANT: You MUST call the '{forced_name}' tool. Do not respond with text only."
+                    )
+                    system_prompt += force_instruction
+                    logger.debug(f"Claude Code: Forcing tool call to '{forced_name}'")
+                else:
+                    logger.warning(f"Claude Code: Forced tool '{forced_name}' not found in available tools")
+        elif tool_choice == "required":
+            # Must call at least one tool
+            tool_instruction = (
+                "\n\nIMPORTANT: You MUST call at least one of the available tools. Do not respond with text only."
+            )
+            system_prompt += tool_instruction
+            logger.debug("Claude Code: Tool call required")
+        elif tool_choice == "none":
+            # No tools should be called - disable all tools
+            allowed_tool_names = []
+            mcp_servers_config = {}
+            logger.debug("Claude Code: Tools disabled (tool_choice=none)")
+        # else: tool_choice == "auto" or unspecified - use default behavior (no changes needed)
 
         # Configure SDK options with MCP server
+        # tools=[] disables built-in CLI tools (Read, Write, Bash, ToolSearch, etc.)
+        # Without this, Claude Code CLI defers MCP tools when too many built-in tools
+        # are loaded, forcing Claude to use ToolSearch first — which wastes the max_turns
+        # budget and prevents direct MCP tool calls.
         options = ClaudeAgentOptions(
             system_prompt=system_prompt if system_prompt else None,
-            max_turns=1,  # Single-turn for API-style interactions
-            mcp_servers={"hindsight_tools": mcp_server} if sdk_tools else {},
-            allowed_tools=allowed_tool_names if allowed_tool_names else [],
+            tools=[],  # Disable built-in tools so MCP tools load eagerly
+            max_turns=2,  # Allow tool call + tool result round-trip
+            mcp_servers=mcp_servers_config,
+            allowed_tools=allowed_tool_names,
         )
 
         # Call Claude Agent SDK with retry logic

hindsight-api-slim/hindsight_api/engine/providers/codex_llm.py

@@ -126,6 +126,32 @@ class CodexLLM(LLMInterface):
         }
         return mapping.get(effort.lower(), "auto")
 
+    def _normalize_tool_choice(self, tool_choice: str | dict[str, Any]) -> str | dict[str, Any]:
+        """Normalize forced function tool choice for the Codex Responses API.
+
+        Older agent paths may still pass OpenAI chat-completions style named
+        tool choice payloads such as:
+
+            {"type": "function", "function": {"name": "recall"}}
+
+        Codex Responses expects the named function at the top level instead:
+
+            {"type": "function", "name": "recall"}
+        """
+        if not isinstance(tool_choice, dict):
+            return tool_choice
+        if str(tool_choice.get("type") or "").strip() != "function":
+            return tool_choice
+        function_payload = tool_choice.get("function")
+        if isinstance(function_payload, dict):
+            function_name = str(function_payload.get("name") or "").strip()
+            if function_name:
+                return {"type": "function", "name": function_name}
+        function_name = str(tool_choice.get("name") or "").strip()
+        if function_name:
+            return {"type": "function", "name": function_name}
+        return tool_choice
+
     async def verify_connection(self) -> None:
         """Verify Codex connection by making a simple test call."""
         try:
@@ -140,6 +166,10 @@ class CodexLLM(LLMInterface):
             )
             logger.info(f"Codex LLM verified: {self.model}")
         except Exception as e:
+            # 429 means quota exhausted, not a configuration error — warn but allow startup
+            if "429" in str(e) or "usage_limit_reached" in str(e):
+                logger.warning(f"Codex LLM quota exhausted for {self.model}, continuing startup: {e}")
+                return
             raise RuntimeError(f"Codex LLM connection verification failed for {self.model}: {e}") from e
 
     async def call(
@@ -263,24 +293,27 @@ class CodexLLM(LLMInterface):
                 )
 
                 # Record trace span
-                from hindsight_api.tracing import get_span_recorder
+                try:
+                    from hindsight_api.tracing import get_span_recorder
 
-                # Estimate tokens for tracing
-                estimated_input = sum(len(m.get("content", "")) for m in messages) // 4
-                estimated_output = len(content) // 4
-                span_recorder = get_span_recorder()
-                span_recorder.record_llm_call(
-                    provider=self.provider,
-                    model=self.model,
-                    scope=scope,
-                    messages=messages,
-                    response_content=result if isinstance(result, str) else json.dumps(result),
-                    input_tokens=estimated_input,
-                    output_tokens=estimated_output,
-                    duration=duration,
-                    finish_reason=None,
-                    error=None,
-                )
+                    # Estimate tokens for tracing
+                    estimated_input = sum(len(m.get("content", "")) for m in messages) // 4
+                    estimated_output = len(content) // 4
+                    span_recorder = get_span_recorder()
+                    span_recorder.record_llm_call(
+                        provider=self.provider,
+                        model=self.model,
+                        scope=scope,
+                        messages=messages,
+                        response_content=result if isinstance(result, str) else result.model_dump_json(),
+                        input_tokens=estimated_input,
+                        output_tokens=estimated_output,
+                        duration=duration,
+                        finish_reason=None,
+                        error=None,
+                    )
+                except Exception:
+                    pass  # logging failure must never affect the operation
 
                 if return_usage:
                     # Codex doesn't provide token counts, estimate based on content
@@ -422,7 +455,7 @@ class CodexLLM(LLMInterface):
             max_retries: Maximum retry attempts.
             initial_backoff: Initial backoff time in seconds.
             max_backoff: Maximum backoff time in seconds.
-            tool_choice: How to choose tools - "auto", "none", "required", or specific function.
+            tool_choice: How to choose tools - "auto", "none", "required", or a specific function.
 
         Returns:
             LLMToolCallResult with content and/or tool_calls.
@@ -479,7 +512,7 @@ class CodexLLM(LLMInterface):
             "instructions": system_instruction,
             "input": user_messages,
             "tools": codex_tools,
-            "tool_choice": tool_choice,
+            "tool_choice": self._normalize_tool_choice(tool_choice),
             "parallel_tool_calls": True,
             "reasoning": {"summary": reasoning_summary},
             "store": False,
@@ -526,26 +559,31 @@ class CodexLLM(LLMInterface):
             )
 
             # Record OpenTelemetry span
-            from hindsight_api.tracing import get_span_recorder
+            try:
+                from hindsight_api.tracing import get_span_recorder
 
-            span_recorder = get_span_recorder()
-            # Convert LLMToolCall objects to dicts for span recording
-            tool_calls_dict = (
-                [{"id": tc.id, "name": tc.name, "arguments": tc.arguments} for tc in tool_calls] if tool_calls else None
-            )
-            span_recorder.record_llm_call(
-                provider=self.provider,
-                model=self.model,
-                scope=scope,
-                messages=messages,
-                response_content=content,
-                input_tokens=0,  # Codex doesn't provide token counts
-                output_tokens=0,
-                duration=duration,
-                finish_reason="tool_calls" if tool_calls else "stop",
-                error=None,
-                tool_calls=tool_calls_dict,
-            )
+                span_recorder = get_span_recorder()
+                # Convert LLMToolCall objects to dicts for span recording
+                tool_calls_dict = (
+                    [{"id": tc.id, "name": tc.name, "arguments": tc.arguments} for tc in tool_calls]
+                    if tool_calls
+                    else None
+                )
+                span_recorder.record_llm_call(
+                    provider=self.provider,
+                    model=self.model,
+                    scope=scope,
+                    messages=messages,
+                    response_content=content,
+                    input_tokens=0,  # Codex doesn't provide token counts
+                    output_tokens=0,
+                    duration=duration,
+                    finish_reason="tool_calls" if tool_calls else "stop",
+                    error=None,
+                    tool_calls=tool_calls_dict,
+                )
+            except Exception:
+                pass  # logging failure must never affect the operation
 
             return LLMToolCallResult(
                 content=content,

hindsight-api-slim/hindsight_api/engine/providers/gemini_llm.py

@@ -7,6 +7,7 @@ This provider supports both:
 """
 
 import asyncio
+import base64
 import json
 import logging
 import os
@@ -472,9 +473,10 @@ class GeminiLLM(LLMInterface):
                         fn_args = parse_llm_json(fn_args_str)
                         thought_signature = tc.get("thought_signature")
                         fc_kwargs: dict[str, Any] = {"name": fn_name, "args": fn_args}
+                        part_kwargs: dict[str, Any] = {"function_call": genai_types.FunctionCall(**fc_kwargs)}
                         if thought_signature:
-                            fc_kwargs["thought_signature"] = thought_signature
-                        parts.append(genai_types.Part(function_call=genai_types.FunctionCall(**fc_kwargs)))
+                            part_kwargs["thought_signature"] = base64.b64decode(thought_signature)
+                        parts.append(genai_types.Part(**part_kwargs))
                     gemini_contents.append(genai_types.Content(role="model", parts=parts))
                 else:
                     gemini_contents.append(genai_types.Content(role="model", parts=[genai_types.Part(text=content)]))
@@ -547,7 +549,10 @@ class GeminiLLM(LLMInterface):
                                 content = part.text
                             if hasattr(part, "function_call") and part.function_call:
                                 fc = part.function_call
-                                thought_signature = getattr(fc, "thought_signature", None)
+                                _raw_ts = getattr(part, "thought_signature", None)
+                                thought_signature = (
+                                    base64.b64encode(_raw_ts).decode("ascii") if isinstance(_raw_ts, bytes) else _raw_ts
+                                )
                                 tool_calls.append(
                                     LLMToolCall(
                                         id=f"gemini_{len(tool_calls)}",

hindsight-api-slim/hindsight_api/engine/providers/litellm_llm.py

@@ -0,0 +1,380 @@
+"""
+LiteLLM LLM provider for universal model support.
+
+This provider enables using 100+ LLM providers via the LiteLLM SDK, including:
+- AWS Bedrock (bedrock/anthropic.claude-3-5-sonnet-...)
+- Azure OpenAI (azure/gpt-4o)
+- Together AI (together_ai/meta-llama/...)
+- Any other LiteLLM-supported provider
+
+Uses litellm.acompletion() for async chat completions.
+Authentication for cloud providers (e.g., AWS Bedrock via boto3 credential chain)
+is handled automatically by LiteLLM.
+"""
+
+import asyncio
+import json
+import logging
+import time
+from typing import Any
+
+from hindsight_api.engine.llm_interface import LLMInterface, OutputTooLongError
+from hindsight_api.engine.response_models import LLMToolCall, LLMToolCallResult, TokenUsage
+from hindsight_api.metrics import get_metrics_collector
+
+logger = logging.getLogger(__name__)
+
+
+class LiteLLMLLM(LLMInterface):
+    """
+    LLM provider using the LiteLLM SDK for universal model support.
+
+    Supports any model accessible via litellm.acompletion(), including AWS Bedrock,
+    Azure OpenAI, Together AI, Fireworks AI, and more.
+
+    Model names follow LiteLLM conventions with provider prefixes:
+    - bedrock/anthropic.claude-3-5-sonnet-20241022-v2:0
+    - azure/gpt-4o
+    - together_ai/meta-llama/Llama-3-70b-chat-hf
+    - fireworks_ai/accounts/fireworks/models/llama-v3p1-70b-instruct
+    """
+
+    def __init__(
+        self,
+        provider: str,
+        api_key: str,
+        base_url: str,
+        model: str,
+        reasoning_effort: str = "low",
+        timeout: float = 300.0,
+        **kwargs: Any,
+    ):
+        super().__init__(provider, api_key, base_url, model, reasoning_effort, **kwargs)
+        self.timeout = timeout
+        self._litellm: Any = None
+
+        try:
+            import litellm
+
+            self._litellm = litellm
+            # Suppress LiteLLM's verbose logging
+            litellm.suppress_debug_info = True  # type: ignore[assignment]
+            # Drop unsupported params instead of raising errors (e.g. tool_choice on some Bedrock models)
+            litellm.drop_params = True  # type: ignore[assignment]
+            logging.getLogger("LiteLLM").setLevel(logging.WARNING)
+            logger.info(f"LiteLLM SDK initialized for model: {self.model}")
+        except ImportError as e:
+            raise RuntimeError("LiteLLM SDK not installed. Run: uv add litellm or pip install litellm") from e
+
+    async def verify_connection(self) -> None:
+        try:
+            test_messages = [{"role": "user", "content": "test"}]
+            await self.call(
+                messages=test_messages,
+                max_completion_tokens=50,
+                temperature=0.0,
+                scope="verification",
+                max_retries=0,
+            )
+            logger.info("LiteLLM connection verified successfully")
+        except OutputTooLongError:
+            # Truncation is fine for verification — it means the connection works
+            logger.info("LiteLLM connection verified successfully (response truncated)")
+        except Exception as e:
+            logger.error(f"LiteLLM connection verification failed: {e}")
+            raise RuntimeError(f"Failed to verify LiteLLM connection: {e}") from e
+
+    def _build_common_kwargs(
+        self,
+        messages: list[dict[str, Any]],
+        max_completion_tokens: int | None = None,
+        temperature: float | None = None,
+    ) -> dict[str, Any]:
+        """Build common kwargs for litellm calls."""
+        kwargs: dict[str, Any] = {
+            "model": self.model,
+            "messages": messages,
+            "timeout": self.timeout,
+        }
+
+        if self.api_key:
+            kwargs["api_key"] = self.api_key
+        if self.base_url:
+            kwargs["api_base"] = self.base_url
+        if max_completion_tokens is not None:
+            kwargs["max_completion_tokens"] = max_completion_tokens
+        if temperature is not None:
+            kwargs["temperature"] = temperature
+
+        return kwargs
+
+    async def call(
+        self,
+        messages: list[dict[str, str]],
+        response_format: Any | None = None,
+        max_completion_tokens: int | None = None,
+        temperature: float | None = None,
+        scope: str = "memory",
+        max_retries: int = 10,
+        initial_backoff: float = 1.0,
+        max_backoff: float = 60.0,
+        skip_validation: bool = False,
+        strict_schema: bool = False,
+        return_usage: bool = False,
+    ) -> Any:
+        start_time = time.time()
+
+        call_kwargs = self._build_common_kwargs(messages, max_completion_tokens, temperature)
+
+        # Add JSON schema response format if provided
+        if response_format is not None and hasattr(response_format, "model_json_schema"):
+            schema = response_format.model_json_schema()
+            call_kwargs["response_format"] = {
+                "type": "json_schema",
+                "json_schema": {
+                    "name": response_format.__name__ if hasattr(response_format, "__name__") else "response",
+                    "schema": schema,
+                    "strict": strict_schema,
+                },
+            }
+
+        last_exception = None
+
+        for attempt in range(max_retries + 1):
+            try:
+                response = await self._litellm.acompletion(**call_kwargs)
+
+                content = response.choices[0].message.content or ""
+                finish_reason = response.choices[0].finish_reason
+
+                # Check for length-limited output
+                if finish_reason == "length":
+                    raise OutputTooLongError("LiteLLM response was truncated due to token limit")
+
+                if response_format is not None:
+                    # Strip markdown code fences if present
+                    clean_content = content
+                    if "```json" in content:
+                        clean_content = content.split("```json")[1].split("```")[0].strip()
+                    elif "```" in content:
+                        clean_content = content.split("```")[1].split("```")[0].strip()
+
+                    try:
+                        json_data = json.loads(clean_content)
+                    except json.JSONDecodeError:
+                        json_data = json.loads(content)
+
+                    if skip_validation:
+                        result = json_data
+                    else:
+                        result = response_format.model_validate(json_data)
+                else:
+                    result = content
+
+                # Extract usage
+                input_tokens = getattr(response.usage, "prompt_tokens", 0) or 0
+                output_tokens = getattr(response.usage, "completion_tokens", 0) or 0
+                total_tokens = input_tokens + output_tokens
+
+                # Record metrics
+                duration = time.time() - start_time
+                metrics = get_metrics_collector()
+                metrics.record_llm_call(
+                    provider=self.provider,
+                    model=self.model,
+                    scope=scope,
+                    duration=duration,
+                    input_tokens=input_tokens,
+                    output_tokens=output_tokens,
+                    success=True,
+                )
+
+                # Record trace span
+                from hindsight_api.tracing import _serialize_for_span, get_span_recorder
+
+                span_recorder = get_span_recorder()
+                span_recorder.record_llm_call(
+                    provider=self.provider,
+                    model=self.model,
+                    scope=scope,
+                    messages=messages,
+                    response_content=_serialize_for_span(result),
+                    input_tokens=input_tokens,
+                    output_tokens=output_tokens,
+                    duration=duration,
+                    finish_reason=finish_reason,
+                    error=None,
+                )
+
+                if duration > 10.0:
+                    logger.info(
+                        f"slow llm call: scope={scope}, model={self.provider}/{self.model}, "
+                        f"input_tokens={input_tokens}, output_tokens={output_tokens}, "
+                        f"time={duration:.3f}s"
+                    )
+
+                if return_usage:
+                    token_usage = TokenUsage(
+                        input_tokens=input_tokens,
+                        output_tokens=output_tokens,
+                        total_tokens=total_tokens,
+                    )
+                    return result, token_usage
+                return result
+
+            except OutputTooLongError:
+                raise
+
+            except json.JSONDecodeError as e:
+                last_exception = e
+                if attempt < max_retries:
+                    logger.warning("LiteLLM returned invalid JSON, retrying...")
+                    backoff = min(initial_backoff * (2**attempt), max_backoff)
+                    await asyncio.sleep(backoff)
+                    continue
+                else:
+                    logger.error(f"LiteLLM returned invalid JSON after {max_retries + 1} attempts")
+                    raise
+
+            except Exception as e:
+                error_str = str(e).lower()
+                # Fast fail on auth errors
+                if "401" in error_str or "403" in error_str or "unauthorized" in error_str:
+                    logger.error(f"LiteLLM auth error, not retrying: {e}")
+                    raise
+
+                last_exception = e
+                if attempt < max_retries:
+                    # Retry on rate limits, connection errors, server errors
+                    is_retryable = any(
+                        keyword in error_str
+                        for keyword in ("rate", "limit", "timeout", "connection", "500", "502", "503", "529")
+                    )
+                    if is_retryable:
+                        backoff = min(initial_backoff * (2**attempt), max_backoff)
+                        jitter = backoff * 0.2 * (2 * (time.time() % 1) - 1)
+                        await asyncio.sleep(backoff + jitter)
+                        continue
+
+                logger.error(f"LiteLLM API error after {attempt + 1} attempts: {e}")
+                raise
+
+        if last_exception:
+            raise last_exception
+        raise RuntimeError("LiteLLM call failed after all retries")
+
+    async def call_with_tools(
+        self,
+        messages: list[dict[str, Any]],
+        tools: list[dict[str, Any]],
+        max_completion_tokens: int | None = None,
+        temperature: float | None = None,
+        scope: str = "tools",
+        max_retries: int = 5,
+        initial_backoff: float = 1.0,
+        max_backoff: float = 30.0,
+        tool_choice: str | dict[str, Any] = "auto",
+    ) -> LLMToolCallResult:
+        start_time = time.time()
+
+        call_kwargs = self._build_common_kwargs(messages, max_completion_tokens, temperature)
+        call_kwargs["tools"] = tools
+        call_kwargs["tool_choice"] = tool_choice
+
+        last_exception = None
+        for attempt in range(max_retries + 1):
+            try:
+                response = await self._litellm.acompletion(**call_kwargs)
+
+                message = response.choices[0].message
+                content = message.content
+                finish_reason = response.choices[0].finish_reason
+
+                # Extract tool calls
+                tool_calls: list[LLMToolCall] = []
+                if message.tool_calls:
+                    for tc in message.tool_calls:
+                        arguments = tc.function.arguments
+                        if isinstance(arguments, str):
+                            arguments = json.loads(arguments)
+                        tool_calls.append(
+                            LLMToolCall(
+                                id=tc.id,
+                                name=tc.function.name,
+                                arguments=arguments,
+                            )
+                        )
+
+                # Extract usage
+                input_tokens = getattr(response.usage, "prompt_tokens", 0) or 0
+                output_tokens = getattr(response.usage, "completion_tokens", 0) or 0
+
+                # Record metrics
+                duration = time.time() - start_time
+                metrics = get_metrics_collector()
+                metrics.record_llm_call(
+                    provider=self.provider,
+                    model=self.model,
+                    scope=scope,
+                    duration=duration,
+                    input_tokens=input_tokens,
+                    output_tokens=output_tokens,
+                    success=True,
+                )
+
+                # Record trace span
+                from hindsight_api.tracing import get_span_recorder
+
+                span_recorder = get_span_recorder()
+                tool_calls_dict = (
+                    [{"id": tc.id, "name": tc.name, "arguments": tc.arguments} for tc in tool_calls]
+                    if tool_calls
+                    else None
+                )
+                span_recorder.record_llm_call(
+                    provider=self.provider,
+                    model=self.model,
+                    scope=scope,
+                    messages=messages,
+                    response_content=content,
+                    input_tokens=input_tokens,
+                    output_tokens=output_tokens,
+                    duration=duration,
+                    finish_reason=finish_reason,
+                    error=None,
+                    tool_calls=tool_calls_dict,
+                )
+
+                return LLMToolCallResult(
+                    content=content,
+                    tool_calls=tool_calls,
+                    finish_reason=finish_reason or ("tool_calls" if tool_calls else "stop"),
+                    input_tokens=input_tokens,
+                    output_tokens=output_tokens,
+                )
+
+            except Exception as e:
+                error_str = str(e).lower()
+                if "401" in error_str or "403" in error_str or "unauthorized" in error_str:
+                    raise
+
+                last_exception = e
+                if attempt < max_retries:
+                    is_retryable = any(
+                        keyword in error_str
+                        for keyword in ("rate", "limit", "timeout", "connection", "500", "502", "503", "529")
+                    )
+                    if is_retryable:
+                        await asyncio.sleep(min(initial_backoff * (2**attempt), max_backoff))
+                        continue
+
+                logger.error(f"LiteLLM tool call error after {attempt + 1} attempts: {e}")
+                raise
+
+        if last_exception:
+            raise last_exception
+        raise RuntimeError("LiteLLM tool call failed after all retries")
+
+    async def cleanup(self) -> None:
+        """Clean up resources."""
+        pass

hindsight-api-slim/hindsight_api/engine/providers/llamacpp_llm.py

@@ -0,0 +1,428 @@
+"""
+Built-in llama.cpp LLM provider for fully offline operation.
+
+Manages a llama-cpp-python server as a subprocess, downloads GGUF models
+from HuggingFace on first use, and delegates inference to the OpenAI-compatible API.
+
+Usage:
+    HINDSIGHT_API_LLM_PROVIDER=llamacpp
+    HINDSIGHT_API_LLAMACPP_MODEL_PATH=~/.hindsight/models/gemma-4-E2B-it-Q4_K_M.gguf
+    HINDSIGHT_API_LLAMACPP_GPU_LAYERS=-1  # -1 = all layers on GPU
+    HINDSIGHT_API_LLAMACPP_CONTEXT_SIZE=8192
+"""
+
+import asyncio
+import logging
+import os
+import signal
+import socket
+import subprocess
+import sys
+import time
+from pathlib import Path
+from typing import Any
+
+from hindsight_api.engine.llm_interface import LLMInterface
+from hindsight_api.engine.response_models import LLMToolCallResult
+
+logger = logging.getLogger(__name__)
+
+# Default GGUF model for offline mode
+DEFAULT_LLAMACPP_HF_REPO = "bartowski/google_gemma-4-E2B-it-GGUF"
+DEFAULT_LLAMACPP_HF_FILENAME = "google_gemma-4-E2B-it-Q4_K_M.gguf"
+DEFAULT_LLAMACPP_MODEL_ALIAS = "gemma-4-e2b-it"
+
+MODELS_DIR = Path.home() / ".hindsight" / "models"
+
+# Singleton server instance — shared across all LlamaCppLLM instances
+# (retain, reflect, consolidation each create their own LLMProvider,
+# but they should all share one llama.cpp server process)
+_shared_server: "LlamaCppServer | None" = None
+_shared_server_lock = asyncio.Lock()
+
+
+def _find_free_port() -> int:
+    """Find a free TCP port on localhost."""
+    with socket.socket(socket.AF_INET, socket.SOCK_STREAM) as s:
+        s.bind(("127.0.0.1", 0))
+        return s.getsockname()[1]
+
+
+def _download_default_model() -> Path:
+    """Download the default GGUF model from HuggingFace if not already cached.
+
+    Returns:
+        Path to the downloaded GGUF file.
+    """
+    try:
+        from huggingface_hub import hf_hub_download
+    except ImportError:
+        raise ImportError(
+            "huggingface-hub is required for automatic model download. "
+            "Install with: pip install 'hindsight-api-slim[local-llm]'"
+        )
+
+    MODELS_DIR.mkdir(parents=True, exist_ok=True)
+    target = MODELS_DIR / DEFAULT_LLAMACPP_HF_FILENAME
+
+    if target.exists():
+        logger.info(f"Using cached model: {target}")
+        return target
+
+    logger.info(
+        f"Downloading {DEFAULT_LLAMACPP_HF_FILENAME} from {DEFAULT_LLAMACPP_HF_REPO} (~3.5 GB, first run only)..."
+    )
+
+    downloaded = hf_hub_download(
+        repo_id=DEFAULT_LLAMACPP_HF_REPO,
+        filename=DEFAULT_LLAMACPP_HF_FILENAME,
+        local_dir=str(MODELS_DIR),
+    )
+
+    logger.info(f"Model downloaded: {downloaded}")
+    return Path(downloaded)
+
+
+def _resolve_model_path(model_path: str | None) -> Path:
+    """Resolve the model path, downloading the default if needed.
+
+    Args:
+        model_path: Explicit path to a GGUF file, or None to use the default.
+
+    Returns:
+        Resolved Path to the GGUF file.
+    """
+    if model_path:
+        p = Path(model_path).expanduser()
+        if not p.exists():
+            raise FileNotFoundError(
+                f"GGUF model not found: {p}\n"
+                f"Set HINDSIGHT_API_LLAMACPP_MODEL_PATH to a valid .gguf file, "
+                f"or remove the setting to auto-download the default model."
+            )
+        return p
+
+    return _download_default_model()
+
+
+class LlamaCppServer:
+    """Manages a llama-cpp-python OpenAI-compatible server as a subprocess."""
+
+    def __init__(
+        self,
+        model_path: Path,
+        port: int,
+        gpu_layers: int = -1,
+        context_size: int = 8192,
+        chat_format: str | None = None,
+        extra_args: str | None = None,
+    ):
+        self.model_path = model_path
+        self.port = port
+        self.gpu_layers = gpu_layers
+        self.context_size = context_size
+        self.chat_format = chat_format
+        self.extra_args = extra_args
+        self._process: subprocess.Popen | None = None
+
+    @property
+    def base_url(self) -> str:
+        return f"http://127.0.0.1:{self.port}/v1"
+
+    async def start(self) -> None:
+        """Start the llama.cpp server subprocess."""
+        cmd = [
+            sys.executable,
+            "-m",
+            "llama_cpp.server",
+            "--model",
+            str(self.model_path),
+            "--host",
+            "127.0.0.1",
+            "--port",
+            str(self.port),
+            "--n_gpu_layers",
+            str(self.gpu_layers),
+            "--n_ctx",
+            str(self.context_size),
+            "--flash_attn",
+            "true",
+            "--n_batch",
+            "2048",
+            # Prompt cache: reuse KV cache for repeated system prompts
+            "--cache",
+            "true",
+        ]
+        # Only pass chat_format if explicitly set (most GGUF models have it embedded)
+        if self.chat_format:
+            cmd.extend(["--chat_format", self.chat_format])
+        # User-provided extra args (e.g. "--type_k 1 --type_v 1 --n_threads 8")
+        if self.extra_args:
+            cmd.extend(self.extra_args.split())
+
+        logger.info(f"Starting llama.cpp server: {' '.join(cmd)}")
+
+        # Write stderr to a log file to avoid pipe buffer deadlock
+        # (llama.cpp outputs a lot of model metadata on stderr during loading)
+        self._log_path = MODELS_DIR / "llamacpp_server.log"
+        self._log_file = open(self._log_path, "w")
+
+        self._process = subprocess.Popen(
+            cmd,
+            stdout=subprocess.DEVNULL,
+            stderr=self._log_file,
+            # Ensure the subprocess is killed when the parent exits
+            preexec_fn=os.setsid if hasattr(os, "setsid") else None,
+        )
+
+        # Wait for the server to be ready
+        await self._wait_for_ready()
+
+    async def _wait_for_ready(self, timeout: float = 120.0) -> None:
+        """Wait for the llama.cpp server to accept connections."""
+        import httpx
+
+        start = time.monotonic()
+        url = f"http://127.0.0.1:{self.port}/v1/models"
+        last_log = start
+
+        while time.monotonic() - start < timeout:
+            # Check if process died
+            if self._process and self._process.poll() is not None:
+                stderr = ""
+                try:
+                    stderr = self._log_path.read_text()[-2000:]
+                except Exception:
+                    pass
+                raise RuntimeError(f"llama.cpp server exited with code {self._process.returncode}.\nstderr: {stderr}")
+
+            try:
+                async with httpx.AsyncClient() as client:
+                    resp = await client.get(url, timeout=5.0)
+                    if resp.status_code == 200:
+                        logger.info(f"llama.cpp server ready on port {self.port}")
+                        return
+            except (httpx.ConnectError, httpx.TimeoutException, httpx.ConnectTimeout):
+                pass
+
+            # Log progress every 15s
+            now = time.monotonic()
+            if now - last_log > 15:
+                elapsed = int(now - start)
+                logger.info(f"Waiting for llama.cpp server to load model... ({elapsed}s)")
+                last_log = now
+
+            await asyncio.sleep(1.0)
+
+        # Timeout — read the log to help debug
+        stderr = ""
+        try:
+            stderr = self._log_path.read_text()[-2000:]
+        except Exception:
+            pass
+        raise TimeoutError(
+            f"llama.cpp server did not become ready within {timeout}s.\n"
+            f"Check model compatibility and available memory.\n"
+            f"Server log: {stderr}"
+        )
+
+    async def stop(self) -> None:
+        """Stop the llama.cpp server subprocess."""
+        if self._process is None:
+            return
+
+        logger.info("Stopping llama.cpp server...")
+        try:
+            # Send SIGTERM to the process group
+            if hasattr(os, "killpg"):
+                os.killpg(os.getpgid(self._process.pid), signal.SIGTERM)
+            else:
+                self._process.terminate()
+
+            # Wait up to 10s for graceful shutdown
+            try:
+                self._process.wait(timeout=10)
+            except subprocess.TimeoutExpired:
+                if hasattr(os, "killpg"):
+                    os.killpg(os.getpgid(self._process.pid), signal.SIGKILL)
+                else:
+                    self._process.kill()
+                self._process.wait(timeout=5)
+        except (ProcessLookupError, OSError):
+            pass  # Process already exited
+        finally:
+            self._process = None
+            if hasattr(self, "_log_file") and self._log_file:
+                self._log_file.close()
+                self._log_file = None
+            logger.info("llama.cpp server stopped")
+
+
+class LlamaCppLLM(LLMInterface):
+    """
+    Built-in llama.cpp provider.
+
+    Manages a llama-cpp-python server subprocess and delegates to OpenAICompatibleLLM
+    for actual inference calls. Handles model downloading and server lifecycle.
+    """
+
+    def __init__(
+        self,
+        provider: str,
+        api_key: str,
+        base_url: str,
+        model: str,
+        reasoning_effort: str = "low",
+        model_path: str | None = None,
+        gpu_layers: int = -1,
+        context_size: int = 8192,
+        chat_format: str | None = None,
+        no_grammar: bool = False,
+        extra_args: str | None = None,
+        **kwargs: Any,
+    ):
+        super().__init__(
+            provider=provider,
+            api_key=api_key or "llamacpp",
+            base_url=base_url or "",
+            model=model or DEFAULT_LLAMACPP_MODEL_ALIAS,
+            reasoning_effort=reasoning_effort,
+        )
+        self._model_path_str = model_path
+        self._gpu_layers = gpu_layers
+        self._context_size = context_size
+        self._chat_format = chat_format
+        self._no_grammar = no_grammar
+        self._extra_args = extra_args
+        self._server: LlamaCppServer | None = None
+        self._delegate: Any = None  # OpenAICompatibleLLM, created after server starts
+        self._initialized = False
+
+    async def _ensure_initialized(self) -> None:
+        """Lazy initialization: download model + start shared server on first use."""
+        if self._initialized:
+            return
+
+        global _shared_server
+
+        from .openai_compatible_llm import OpenAICompatibleLLM
+
+        async with _shared_server_lock:
+            if _shared_server is None:
+                # Resolve and potentially download the model
+                model_path = _resolve_model_path(self._model_path_str)
+                logger.info(f"Using GGUF model: {model_path}")
+
+                # Start the shared llama.cpp server
+                port = _find_free_port()
+                _shared_server = LlamaCppServer(
+                    model_path=model_path,
+                    port=port,
+                    gpu_layers=self._gpu_layers,
+                    context_size=self._context_size,
+                    chat_format=self._chat_format,
+                    extra_args=self._extra_args,
+                )
+                await _shared_server.start()
+
+        self._server = _shared_server
+
+        # Create the delegate that talks to the shared server's OpenAI-compatible API
+        if self._no_grammar:
+            logger.info("Grammar enforcement disabled (HINDSIGHT_API_LLAMACPP_NO_GRAMMAR=true)")
+        self._delegate = OpenAICompatibleLLM(
+            provider="llamacpp",
+            api_key="llamacpp",
+            base_url=self._server.base_url,
+            model=self.model,
+            reasoning_effort=self.reasoning_effort,
+        )
+
+        self._initialized = True
+
+    async def verify_connection(self) -> None:
+        """Verify the llama.cpp server is running and can generate text."""
+        await self._ensure_initialized()
+        # Make a simple test call to verify the model can actually generate
+        await self._delegate.call(
+            messages=[{"role": "user", "content": "Say 'ok'"}],
+            max_completion_tokens=10,
+            max_retries=2,
+            initial_backoff=0.5,
+            max_backoff=2.0,
+            scope="verification",
+        )
+        logger.info("llama.cpp LLM verification passed")
+
+    async def call(
+        self,
+        messages: list[dict[str, str]],
+        response_format: Any | None = None,
+        max_completion_tokens: int | None = None,
+        temperature: float | None = None,
+        scope: str = "memory",
+        max_retries: int = 10,
+        initial_backoff: float = 1.0,
+        max_backoff: float = 60.0,
+        skip_validation: bool = False,
+        strict_schema: bool = False,
+        return_usage: bool = False,
+    ) -> Any:
+        """Delegate call to the OpenAI-compatible API."""
+        await self._ensure_initialized()
+        return await self._delegate.call(
+            messages=messages,
+            response_format=response_format,
+            max_completion_tokens=max_completion_tokens,
+            temperature=temperature,
+            scope=scope,
+            max_retries=max_retries,
+            initial_backoff=initial_backoff,
+            max_backoff=max_backoff,
+            skip_validation=skip_validation,
+            strict_schema=strict_schema,
+            return_usage=return_usage,
+        )
+
+    async def call_with_tools(
+        self,
+        messages: list[dict[str, Any]],
+        tools: list[dict[str, Any]],
+        max_completion_tokens: int | None = None,
+        temperature: float | None = None,
+        scope: str = "tools",
+        max_retries: int = 5,
+        initial_backoff: float = 1.0,
+        max_backoff: float = 30.0,
+        tool_choice: str | dict[str, Any] = "auto",
+    ) -> LLMToolCallResult:
+        """Delegate tool calls to the OpenAI-compatible API."""
+        await self._ensure_initialized()
+        return await self._delegate.call_with_tools(
+            messages=messages,
+            tools=tools,
+            max_completion_tokens=max_completion_tokens,
+            temperature=temperature,
+            scope=scope,
+            max_retries=max_retries,
+            initial_backoff=initial_backoff,
+            max_backoff=max_backoff,
+            tool_choice=tool_choice,
+        )
+
+    async def cleanup(self) -> None:
+        """Stop the shared llama.cpp server."""
+        global _shared_server
+
+        if self._delegate:
+            await self._delegate.cleanup()
+            self._delegate = None
+
+        # Stop the shared server (only the first cleanup call actually stops it)
+        async with _shared_server_lock:
+            if _shared_server is not None:
+                await _shared_server.stop()
+                _shared_server = None
+
+        self._server = None
+        self._initialized = False

hindsight-api-slim/hindsight_api/engine/providers/none_llm.py

@@ -0,0 +1,78 @@
+"""
+No-op LLM provider for chunk-only storage mode.
+
+When the LLM provider is set to "none", the system operates without any LLM dependency.
+Retain uses chunks mode (no fact extraction), and reflect/consolidation are disabled.
+This provider acts as a safety net — if any code path unexpectedly tries to call the LLM,
+it raises a clear error instead of a confusing connection failure.
+"""
+
+import logging
+from typing import Any
+
+from ..llm_interface import LLMInterface
+from ..response_models import LLMToolCallResult
+
+logger = logging.getLogger(__name__)
+
+
+class LLMNotAvailableError(Exception):
+    """Raised when an operation requires an LLM but the provider is set to 'none'."""
+
+    pass
+
+
+class NoneLLM(LLMInterface):
+    """
+    No-op LLM provider that rejects all LLM calls.
+
+    Used when HINDSIGHT_API_LLM_PROVIDER=none to run Hindsight as a chunk store
+    with semantic search but without LLM-based features (fact extraction, reflect,
+    consolidation).
+    """
+
+    async def verify_connection(self) -> None:
+        """No-op — no LLM connection to verify."""
+        logger.debug("NoneLLM: no LLM connection to verify (provider=none)")
+
+    async def call(
+        self,
+        messages: list[dict[str, str]],
+        response_format: Any | None = None,
+        max_completion_tokens: int | None = None,
+        temperature: float | None = None,
+        scope: str = "memory",
+        max_retries: int = 10,
+        initial_backoff: float = 1.0,
+        max_backoff: float = 60.0,
+        skip_validation: bool = False,
+        strict_schema: bool = False,
+        return_usage: bool = False,
+    ) -> Any:
+        """Raise LLMNotAvailableError — no LLM is configured."""
+        raise LLMNotAvailableError(
+            "LLM provider is set to 'none'. This operation requires an LLM. "
+            "Set HINDSIGHT_API_LLM_PROVIDER to a real provider (e.g., openai, anthropic, gemini)."
+        )
+
+    async def call_with_tools(
+        self,
+        messages: list[dict[str, Any]],
+        tools: list[dict[str, Any]],
+        max_completion_tokens: int | None = None,
+        temperature: float | None = None,
+        scope: str = "tools",
+        max_retries: int = 5,
+        initial_backoff: float = 1.0,
+        max_backoff: float = 30.0,
+        tool_choice: str | dict[str, Any] = "auto",
+    ) -> LLMToolCallResult:
+        """Raise LLMNotAvailableError — no LLM is configured."""
+        raise LLMNotAvailableError(
+            "LLM provider is set to 'none'. This operation requires an LLM. "
+            "Set HINDSIGHT_API_LLM_PROVIDER to a real provider (e.g., openai, anthropic, gemini)."
+        )
+
+    async def cleanup(self) -> None:
+        """No-op — nothing to clean up."""
+        pass

hindsight-api-slim/hindsight_api/engine/providers/openai_compatible_llm.py

@@ -24,6 +24,7 @@ import os
 import re
 import time
 from typing import Any
+from urllib.parse import parse_qs, urlparse, urlunparse
 
 import httpx
 from openai import APIConnectionError, APIStatusError, AsyncOpenAI, LengthFinishReasonError
@@ -39,6 +40,25 @@ logger = logging.getLogger(__name__)
 DEFAULT_LLM_SEED = 4242
 
 
+def _strip_code_fences(content: str) -> str:
+    """Strip markdown code fences from LLM response if present.
+
+    Many LLM providers (MiniMax, some Ollama models, Claude via proxies)
+    wrap JSON responses in ```json ... ``` fences even when json_object
+    response format is requested. This strips the fences while preserving
+    the JSON content inside. Returns the original content unchanged if
+    no fences are detected.
+    """
+    if "```" not in content:
+        return content
+    try:
+        if "```json" in content:
+            return content.split("```json")[1].split("```")[0].strip()
+        return content.split("```")[1].split("```")[0].strip()
+    except (IndexError, ValueError):
+        return content
+
+
 class OpenAICompatibleLLM(LLMInterface):
     """
     LLM provider for OpenAI-compatible APIs.
@@ -60,6 +80,7 @@ class OpenAICompatibleLLM(LLMInterface):
         reasoning_effort: str = "low",
         timeout: float | None = None,
         groq_service_tier: str | None = None,
+        extra_body: dict[str, Any] | None = None,
         **kwargs: Any,
     ):
         """
@@ -73,12 +94,13 @@ class OpenAICompatibleLLM(LLMInterface):
             reasoning_effort: Reasoning effort level for supported models ("low", "medium", "high").
             timeout: Request timeout in seconds (uses env var or 300s default).
             groq_service_tier: Groq service tier ("on_demand", "flex", "auto").
+            extra_body: Extra body params merged into every API call.
             **kwargs: Additional provider-specific parameters.
         """
         super().__init__(provider, api_key, base_url, model, reasoning_effort, **kwargs)
 
         # Validate provider
-        valid_providers = ["openai", "groq", "ollama", "lmstudio", "minimax"]
+        valid_providers = ["openai", "groq", "ollama", "lmstudio", "llamacpp", "minimax", "volcano", "openrouter"]
         if self.provider not in valid_providers:
             raise ValueError(f"OpenAICompatibleLLM only supports: {', '.join(valid_providers)}. Got: {self.provider}")
 
@@ -92,26 +114,38 @@ class OpenAICompatibleLLM(LLMInterface):
                 self.base_url = "http://localhost:1234/v1"
             elif self.provider == "minimax":
                 self.base_url = "https://api.minimax.io/v1"
+            elif self.provider == "openrouter":
+                self.base_url = "https://openrouter.ai/api/v1"
 
         # For ollama/lmstudio, use dummy key if not provided
         if self.provider in ("ollama", "lmstudio") and not self.api_key:
             self.api_key = "local"
 
         # Validate API key for cloud providers
-        if self.provider in ("openai", "groq", "minimax") and not self.api_key:
+        if self.provider in ("openai", "groq", "minimax", "openrouter") and not self.api_key:
             raise ValueError(f"API key is required for {self.provider}")
 
         # Service tier configuration (from config, not env vars)
         self.groq_service_tier = groq_service_tier
         self.openai_service_tier = kwargs.get("openai_service_tier")
+        # User-configured extra body params (merged into every API call)
+        self._config_extra_body = extra_body or {}
 
         # Get timeout config
         self.timeout = timeout or float(os.getenv(ENV_LLM_TIMEOUT, str(DEFAULT_LLM_TIMEOUT)))
 
-        # Create OpenAI client
+        # Create OpenAI client — extract query params from base_url (e.g. Azure api-version)
         client_kwargs: dict[str, Any] = {"api_key": self.api_key, "max_retries": 0}
         if self.base_url:
-            client_kwargs["base_url"] = self.base_url
+            parsed = urlparse(self.base_url)
+            if parsed.query:
+                clean_url = urlunparse(parsed._replace(query=""))
+                client_kwargs["base_url"] = clean_url
+                default_query = {k: v[0] for k, v in parse_qs(parsed.query).items()}
+                client_kwargs["default_query"] = default_query
+                self.base_url = clean_url
+            else:
+                client_kwargs["base_url"] = self.base_url
         if self.timeout:
             client_kwargs["timeout"] = self.timeout
 
@@ -159,6 +193,23 @@ class OpenAICompatibleLLM(LLMInterface):
 
         return None
 
+    def _max_tokens_param_name(self) -> str:
+        """Return the correct parameter name for limiting response tokens.
+
+        Native OpenAI and Groq accept 'max_completion_tokens'. Mistral and other
+        OpenAI-compatible endpoints that haven't adopted the newer parameter name
+        require 'max_tokens'. Using a custom base_url with the openai provider
+        signals a third-party compatible API, so fall back to 'max_tokens'.
+        """
+        # Native OpenAI (no custom base URL), Groq, and llamacpp use max_completion_tokens
+        if self.provider in ("groq", "llamacpp"):
+            return "max_completion_tokens"
+        if self.provider == "openai" and not self.base_url:
+            return "max_completion_tokens"
+        # openai with custom base_url, ollama, lmstudio, minimax, volcano —
+        # use the widely-supported max_tokens
+        return "max_tokens"
+
     async def call(
         self,
         messages: list[dict[str, str]],
@@ -231,9 +282,7 @@ class OpenAICompatibleLLM(LLMInterface):
             # For reasoning models, enforce minimum to ensure space for reasoning + output
             if is_reasoning_model and max_completion_tokens < 16000:
                 max_completion_tokens = 16000
-            call_params["max_completion_tokens"] = max_completion_tokens
-
-        # Temperature - reasoning models don't support custom temperature
+            call_params[self._max_tokens_param_name()] = max_completion_tokens
         if temperature is not None and not is_reasoning_model:
             # MiniMax requires temperature in (0.0, 1.0] — clamp accordingly
             if self.provider == "minimax":
@@ -245,17 +294,17 @@ class OpenAICompatibleLLM(LLMInterface):
             call_params["reasoning_effort"] = self.reasoning_effort
 
         # Provider-specific parameters
+        extra_body: dict[str, Any] = {**self._config_extra_body}
         if self.provider == "groq":
             call_params["seed"] = DEFAULT_LLM_SEED
-            extra_body: dict[str, Any] = {}
             # Add service_tier if configured
             if self.groq_service_tier:
                 extra_body["service_tier"] = self.groq_service_tier
             # Add reasoning parameters for reasoning models
             if is_reasoning_model:
                 extra_body["include_reasoning"] = False
-            if extra_body:
-                call_params["extra_body"] = extra_body
+        if extra_body:
+            call_params["extra_body"] = extra_body
 
         # Prepare response format ONCE before retry loop
         if response_format is not None:
@@ -288,8 +337,13 @@ class OpenAICompatibleLLM(LLMInterface):
                         first_msg = call_params["messages"][0]
                         if isinstance(first_msg, dict) and isinstance(first_msg.get("content"), str):
                             first_msg["content"] = schema_msg + "\n\n" + first_msg["content"]
-                if self.provider not in ("lmstudio", "ollama"):
-                    # LM Studio and Ollama don't support json_object response format reliably
+                # Providers that skip json_object grammar enforcement
+                skip_grammar = self.provider in ("lmstudio", "ollama", "volcano")
+                if self.provider == "llamacpp":
+                    from hindsight_api.config import get_config
+
+                    skip_grammar = get_config().llamacpp_no_grammar
+                if not skip_grammar:
                     call_params["response_format"] = {"type": "json_object"}
 
         last_exception = None
@@ -313,20 +367,14 @@ class OpenAICompatibleLLM(LLMInterface):
                         if len(content) < original_len:
                             logger.debug(f"Stripped {original_len - len(content)} chars of reasoning tokens")
 
-                    # For local models, they may wrap JSON in markdown code blocks
-                    if self.provider in ("lmstudio", "ollama"):
-                        clean_content = content
-                        if "```json" in content:
-                            clean_content = content.split("```json")[1].split("```")[0].strip()
-                        elif "```" in content:
-                            clean_content = content.split("```")[1].split("```")[0].strip()
-                        try:
-                            json_data = json.loads(clean_content)
-                        except json.JSONDecodeError:
-                            # Fallback to parsing raw content
-                            json_data = json.loads(content)
-                    else:
-                        # Log raw LLM response for debugging JSON parse issues
+                    # Strip markdown code fences if present — any provider may
+                    # produce these (confirmed with MiniMax, some Ollama models,
+                    # Claude via proxies). No-op when content is already bare JSON.
+                    clean_content = _strip_code_fences(content)
+                    try:
+                        json_data = json.loads(clean_content)
+                    except json.JSONDecodeError:
+                        # Fallback to parsing raw content in case stripping was wrong
                         try:
                             json_data = json.loads(content)
                         except json.JSONDecodeError as json_err:
@@ -551,7 +599,7 @@ class OpenAICompatibleLLM(LLMInterface):
         }
 
         if max_completion_tokens is not None:
-            call_params["max_completion_tokens"] = max_completion_tokens
+            call_params[self._max_tokens_param_name()] = max_completion_tokens
         if temperature is not None:
             # MiniMax requires temperature in (0.0, 1.0] — clamp accordingly
             if self.provider == "minimax":
@@ -559,8 +607,11 @@ class OpenAICompatibleLLM(LLMInterface):
             call_params["temperature"] = temperature
 
         # Provider-specific parameters
+        extra_body: dict[str, Any] = {**self._config_extra_body}
         if self.provider == "groq":
             call_params["seed"] = DEFAULT_LLM_SEED
+        if extra_body:
+            call_params["extra_body"] = extra_body
 
         last_exception = None
 
@@ -721,26 +772,33 @@ class OpenAICompatibleLLM(LLMInterface):
                     result = response.json()
                     content = result.get("message", {}).get("content", "")
 
-                    # Parse JSON response
+                    # Strip markdown code fences if present (safety net —
+                    # Ollama with schema enforcement usually returns bare JSON,
+                    # but some models may still wrap in fences)
+                    clean_content = _strip_code_fences(content)
                     try:
-                        json_data = json.loads(content)
-                    except json.JSONDecodeError as json_err:
-                        content_preview = content[:500] if content else "<empty>"
-                        if content and len(content) > 700:
-                            content_preview = f"{content[:500]}...TRUNCATED...{content[-200:]}"
-                        logger.warning(
-                            f"Ollama JSON parse error (attempt {attempt + 1}/{max_retries + 1}): {json_err}\n"
-                            f"  Model: ollama/{self.model}\n"
-                            f"  Content length: {len(content) if content else 0} chars\n"
-                            f"  Content preview: {content_preview!r}"
-                        )
-                        if attempt < max_retries:
-                            backoff = min(initial_backoff * (2**attempt), max_backoff)
-                            await asyncio.sleep(backoff)
-                            last_exception = json_err
-                            continue
-                        else:
-                            raise
+                        json_data = json.loads(clean_content)
+                    except json.JSONDecodeError:
+                        # Fallback to raw content
+                        try:
+                            json_data = json.loads(content)
+                        except json.JSONDecodeError as json_err:
+                            content_preview = content[:500] if content else "<empty>"
+                            if content and len(content) > 700:
+                                content_preview = f"{content[:500]}...TRUNCATED...{content[-200:]}"
+                            logger.warning(
+                                f"Ollama JSON parse error (attempt {attempt + 1}/{max_retries + 1}): {json_err}\n"
+                                f"  Model: ollama/{self.model}\n"
+                                f"  Content length: {len(content) if content else 0} chars\n"
+                                f"  Content preview: {content_preview!r}"
+                            )
+                            if attempt < max_retries:
+                                backoff = min(initial_backoff * (2**attempt), max_backoff)
+                                await asyncio.sleep(backoff)
+                                last_exception = json_err
+                                continue
+                            else:
+                                raise
 
                     # Extract token usage from Ollama response
                     duration = time.time() - start_time

hindsight-api-slim/hindsight_api/engine/query_analyzer.py

@@ -137,7 +137,21 @@ class DateparserQueryAnalyzer(QueryAnalyzer):
             "RETURN_AS_TIMEZONE_AWARE": False,
         }
 
-        results = self._search_dates(query, settings=settings)
+        # Wrap dateparser in a defensive try/except. dateparser has been
+        # observed to crash with internal errors (e.g., IndexError from
+        # locale.translate_search) on certain query inputs. A parser bug
+        # should not bring down the whole search/consolidation pipeline —
+        # treat any failure as "no temporal constraint found" so the caller
+        # can fall back to non-temporal retrieval.
+        try:
+            results = self._search_dates(query, settings=settings)
+        except Exception as e:
+            logger.warning(
+                "dateparser raised %s on query (treating as no temporal constraint): %s",
+                type(e).__name__,
+                e,
+            )
+            return QueryAnalysis(temporal_constraint=None)
 
         if not results:
             return QueryAnalysis(temporal_constraint=None)

hindsight-api-slim/hindsight_api/engine/reflect/agent.py

@@ -316,6 +316,8 @@ async def run_reflect_agent(
     response_schema: dict | None = None,
     directives: list[dict[str, Any]] | None = None,
     has_mental_models: bool = False,
+    include_observations: bool = True,
+    include_recall: bool = True,
     budget: str | None = None,
     max_context_tokens: int = 100_000,
 ) -> ReflectAgentResult:
@@ -355,7 +357,14 @@ async def run_reflect_agent(
     directive_rules = _extract_directive_rules(directives) if directives else None
 
     # Get tools for this agent (with directive compliance field if directives exist)
-    tools = get_reflect_tools(directive_rules=directive_rules)
+    tools = get_reflect_tools(
+        directive_rules=directive_rules,
+        include_mental_models=has_mental_models,
+        include_observations=include_observations,
+        include_recall=include_recall,
+    )
+    # Build set of enabled tool names to guard against LLM hallucinating disabled tool calls
+    enabled_tools: frozenset[str] = frozenset(t["function"]["name"] for t in tools if t.get("type") == "function")
 
     # Build initial messages (directives are injected into system prompt at START and END)
     system_prompt = build_system_prompt_for_tools(
@@ -538,19 +547,18 @@ async def run_reflect_agent(
         llm_start = time.time()
 
         # Determine tool_choice for this iteration.
-        # Force the full hierarchical retrieval path before allowing auto:
-        # With mental models:
-        #   0 → search_mental_models, 1 → search_observations, 2 → recall, 3+ → auto
-        # Without mental models:
-        #   0 → search_observations, 1 → recall, 2+ → auto
-        if iteration == 0 and has_mental_models:
-            iter_tool_choice: str | dict = {"type": "function", "function": {"name": "search_mental_models"}}
-        elif iteration == 0:
-            iter_tool_choice = {"type": "function", "function": {"name": "search_observations"}}
-        elif iteration == 1 and has_mental_models:
-            iter_tool_choice = {"type": "function", "function": {"name": "search_observations"}}
-        elif iteration == 1 or (iteration == 2 and has_mental_models):
-            iter_tool_choice = {"type": "function", "function": {"name": "recall"}}
+        # Force the full hierarchical retrieval path (only for enabled tools) before allowing auto.
+        # Build the forced sequence from the tools that are actually enabled.
+        forced_sequence = []
+        if has_mental_models:
+            forced_sequence.append("search_mental_models")
+        if include_observations:
+            forced_sequence.append("search_observations")
+        if include_recall:
+            forced_sequence.append("recall")
+
+        if iteration < len(forced_sequence):
+            iter_tool_choice: str | dict = {"type": "function", "function": {"name": forced_sequence[iteration]}}
         else:
             iter_tool_choice = "auto"
 
@@ -769,7 +777,17 @@ async def run_reflect_agent(
         # Execute other tools in parallel (exclude done tool in all its format variants)
         other_tools = [tc for tc in result.tool_calls if not _is_done_tool(tc.name)]
         if other_tools:
-            # Add assistant message with tool calls
+            # Partition into enabled vs hallucinated (not in enabled_tools set)
+            allowed_tools = []
+            hallucinated_tools = []
+            for tc in other_tools:
+                norm = _normalize_tool_name(tc.name)
+                if enabled_tools is not None and norm not in enabled_tools and norm not in ("done", "expand"):
+                    hallucinated_tools.append(tc)
+                else:
+                    allowed_tools.append(tc)
+
+            # Build assistant message with all tool calls (LLM requires them for history)
             messages.append(
                 {
                     "role": "assistant",
@@ -777,6 +795,23 @@ async def run_reflect_agent(
                 }
             )
 
+            # Immediately reject hallucinated tool calls without adding to trace
+            for tc in hallucinated_tools:
+                messages.append(
+                    {
+                        "role": "tool",
+                        "tool_call_id": tc.id,
+                        "name": tc.name,
+                        "content": json.dumps(
+                            {
+                                "error": f"Tool '{_normalize_tool_name(tc.name)}' is not available. Use only the tools provided to you."
+                            }
+                        ),
+                    }
+                )
+
+            other_tools = allowed_tools
+
             # Execute tools in parallel
             tool_tasks = [
                 _execute_tool_with_timing(
@@ -785,6 +820,7 @@ async def run_reflect_agent(
                     search_observations_fn,
                     recall_fn,
                     expand_fn,
+                    enabled_tools=enabled_tools,
                 )
                 for tc in other_tools
             ]
@@ -974,6 +1010,7 @@ async def _execute_tool_with_timing(
     search_observations_fn: Callable[[str, int], Awaitable[dict[str, Any]]],
     recall_fn: Callable[[str, int, int], Awaitable[dict[str, Any]]],
     expand_fn: Callable[[list[str], str], Awaitable[dict[str, Any]]],
+    enabled_tools: frozenset[str] | None = None,
 ) -> tuple[dict[str, Any], int]:
     """Execute a tool call and return result with timing."""
     from hindsight_api.tracing import get_tracer
@@ -1007,6 +1044,7 @@ async def _execute_tool_with_timing(
                 search_observations_fn,
                 recall_fn,
                 expand_fn,
+                enabled_tools=enabled_tools,
             )
 
             # Set success attributes
@@ -1046,11 +1084,16 @@ async def _execute_tool(
     search_observations_fn: Callable[[str, int], Awaitable[dict[str, Any]]],
     recall_fn: Callable[[str, int, int], Awaitable[dict[str, Any]]],
     expand_fn: Callable[[list[str], str], Awaitable[dict[str, Any]]],
+    enabled_tools: frozenset[str] | None = None,
 ) -> dict[str, Any]:
     """Execute a single tool by name."""
     # Normalize tool name for various LLM output formats
     tool_name = _normalize_tool_name(tool_name)
 
+    # Guard against LLMs hallucinating calls to tools that were not provided
+    if enabled_tools is not None and tool_name not in enabled_tools and tool_name not in ("done", "expand"):
+        return {"error": f"Tool '{tool_name}' is not available. Use only the tools provided to you."}
+
     if tool_name == "search_mental_models":
         query = args.get("query")
         if not query:

hindsight-api-slim/hindsight_api/engine/reflect/tools.py

@@ -9,6 +9,7 @@ Implements hierarchical retrieval:
 
 import logging
 import uuid
+from dataclasses import replace
 from datetime import datetime, timezone
 from typing import TYPE_CHECKING, Any
 
@@ -134,9 +135,10 @@ async def tool_search_observations(
     tag_groups: "list | None" = None,
     last_consolidated_at: datetime | None = None,
     pending_consolidation: int = 0,
+    source_facts_max_tokens: int = -1,
 ) -> dict[str, Any]:
     """
-    Search consolidated observations using recall with include_source_facts.
+    Search consolidated observations using recall.
 
     Observations are auto-generated from memories. Returns freshness info
     so the agent knows if it should also verify with recall().
@@ -151,24 +153,35 @@ async def tool_search_observations(
         tags_match: How to match tags - "any" (OR), "all" (AND)
         last_consolidated_at: When consolidation last ran (for staleness check)
         pending_consolidation: Number of memories waiting to be consolidated
+        source_facts_max_tokens: Token budget for source facts (-1 = disabled, 0+ = enabled with limit)
 
     Returns:
         Dict with matching observations including freshness info and source memories
     """
+    include_source_facts = source_facts_max_tokens != -1
+    recall_kwargs: dict[str, Any] = {}
+    if include_source_facts and source_facts_max_tokens > 0:
+        recall_kwargs["max_source_facts_tokens"] = source_facts_max_tokens
+
+    # Use an internal request context so this recall is not billed as a
+    # user-facing operation. The reflect caller is already billed for the
+    # overall reflect operation; double-billing the sub-recalls would
+    # overcharge the customer.
+    internal_ctx = replace(request_context, internal=True)
     result = await memory_engine.recall_async(
         bank_id=bank_id,
         query=query,
         fact_type=["observation"],
         max_tokens=max_tokens,
         enable_trace=False,
-        request_context=request_context,
+        request_context=internal_ctx,
         tags=tags,
         tags_match=tags_match,
         tag_groups=tag_groups,
-        include_source_facts=True,
-        max_source_facts_tokens=-1,  # No token limit — include all source facts
+        include_source_facts=include_source_facts,
         _connection_budget=1,
         _quiet=True,
+        **recall_kwargs,
     )
 
     is_stale = pending_consolidation > 0
@@ -200,6 +213,7 @@ async def tool_recall(
     tag_groups: "list | None" = None,
     connection_budget: int = 1,
     max_chunk_tokens: int = 1000,
+    fact_types: list[str] | None = None,
 ) -> dict[str, Any]:
     """
     Search memories using TEMPR retrieval.
@@ -217,18 +231,22 @@ async def tool_recall(
         tags_match: How to match tags - "any" (OR), "all" (AND), or "exact"
         connection_budget: Max DB connections for this recall (default 1 for internal ops)
         max_chunk_tokens: Maximum tokens for raw source chunk text (default 1000, always included)
+        fact_types: Optional filter for fact types to retrieve. Defaults to ["experience", "world"].
 
     Returns:
         Dict with list of matching memories including raw chunk text
     """
+    # Only world/experience are valid for raw recall (observation is handled by search_observations)
+    recall_fact_type = [ft for ft in (fact_types or ["experience", "world"]) if ft in ("world", "experience")]
     include_chunks = True
+    internal_ctx = replace(request_context, internal=True)
     result = await memory_engine.recall_async(
         bank_id=bank_id,
         query=query,
-        fact_type=["experience", "world"],
+        fact_type=recall_fact_type,
         max_tokens=max_tokens,
         enable_trace=False,
-        request_context=request_context,
+        request_context=internal_ctx,
         tags=tags,
         tags_match=tags_match,
         tag_groups=tag_groups,

hindsight-api-slim/hindsight_api/engine/reflect/tools_schema.py

@@ -227,7 +227,12 @@ def _build_done_tool_with_directives(directive_rules: list[str]) -> dict:
     }
 
 
-def get_reflect_tools(directive_rules: list[str] | None = None) -> list[dict]:
+def get_reflect_tools(
+    directive_rules: list[str] | None = None,
+    include_mental_models: bool = True,
+    include_observations: bool = True,
+    include_recall: bool = True,
+) -> list[dict]:
     """
     Get the list of tools for the reflect agent.
 
@@ -239,16 +244,23 @@ def get_reflect_tools(directive_rules: list[str] | None = None) -> list[dict]:
     Args:
         directive_rules: Optional list of directive rule strings. If provided,
                         the done() tool will require directive compliance confirmation.
+        include_mental_models: Whether to include the search_mental_models tool.
+        include_observations: Whether to include the search_observations tool.
+        include_recall: Whether to include the recall tool.
 
     Returns:
         List of tool definitions in OpenAI format
     """
-    tools = [
-        TOOL_SEARCH_MENTAL_MODELS,
-        TOOL_SEARCH_OBSERVATIONS,
-        TOOL_RECALL,
-        TOOL_EXPAND,
-    ]
+    tools = []
+
+    if include_mental_models:
+        tools.append(TOOL_SEARCH_MENTAL_MODELS)
+    if include_observations:
+        tools.append(TOOL_SEARCH_OBSERVATIONS)
+    if include_recall:
+        tools.append(TOOL_RECALL)
+
+    tools.append(TOOL_EXPAND)
 
     # Use directive-aware done tool if directives are present
     if directive_rules:

hindsight-api-slim/hindsight_api/engine/response_models.py

@@ -8,9 +8,8 @@ API stability even if internal models change.
 
 from typing import Any
 
-from pydantic import BaseModel, ConfigDict, Field
+from pydantic import BaseModel, ConfigDict, Field, field_validator
 
-# Valid fact types for recall operations (excludes 'opinion' which is deprecated)
 VALID_RECALL_FACT_TYPES = frozenset(["world", "experience", "observation"])
 
 
@@ -159,6 +158,19 @@ class MemoryFact(BaseModel):
     mentioned_at: str | None = Field(None, description="ISO format date when the fact was mentioned/learned")
     document_id: str | None = Field(None, description="ID of the document this memory belongs to")
     metadata: dict[str, str] | None = Field(None, description="User-defined metadata")
+
+    @field_validator("metadata", mode="before")
+    @classmethod
+    def parse_metadata(cls, v: Any) -> dict[str, str] | None:
+        """Parse metadata from JSON string if needed (asyncpg may return JSONB as str)."""
+        if v is None:
+            return None
+        if isinstance(v, str):
+            import json
+
+            return json.loads(v)
+        return v
+
     chunk_id: str | None = Field(
         None, description="ID of the chunk this fact was extracted from (format: bank_id_document_id_chunk_index)"
     )

hindsight-api-slim/hindsight_api/engine/retain/bank_utils.py

@@ -10,32 +10,47 @@ from typing import TypedDict
 
 from pydantic import BaseModel, Field
 
+from ...config import get_config
 from ..db_utils import acquire_with_retry
 from ..memory_engine import fq_table, get_current_schema
 from ..response_models import DispositionTraits
 
 logger = logging.getLogger(__name__)
 
-# Fact types that get per-bank partial HNSW indexes, mapped to their 4-char index suffix.
-_HNSW_FACT_TYPES: dict[str, str] = {
+# Fact types that get per-bank partial vector indexes, mapped to their 4-char index suffix.
+_BANK_INDEX_FACT_TYPES: dict[str, str] = {
     "world": "worl",
     "experience": "expr",
     "observation": "obsv",
 }
 
 
-def _hnsw_index_name(ft: str, internal_id: str) -> str:
-    """Deterministic, schema-safe HNSW index name for a (bank, fact_type) pair.
+def _bank_index_name(ft: str, internal_id: str) -> str:
+    """Deterministic, schema-safe vector index name for a (bank, fact_type) pair.
 
     Uses the first 16 hex chars of internal_id (8 bytes of entropy) — unique
     enough in practice, fits comfortably within PostgreSQL's 63-char identifier limit.
     """
     uid = str(internal_id).replace("-", "")[:16]
-    return f"idx_mu_emb_{_HNSW_FACT_TYPES[ft]}_{uid}"
+    return f"idx_mu_emb_{_BANK_INDEX_FACT_TYPES[ft]}_{uid}"
 
 
-async def create_bank_hnsw_indexes(conn, bank_id: str, internal_id: str) -> None:
-    """Create per-(bank, fact_type) partial HNSW indexes for a newly created bank.
+def _vector_index_clause() -> str:
+    """Return the USING clause for vector index creation based on the configured extension."""
+    ext = get_config().vector_extension
+    if ext == "pgvectorscale":
+        return "USING diskann (embedding vector_cosine_ops) WITH (num_neighbors = 50)"
+    elif ext == "vchord":
+        return "USING vchordrq (embedding vector_l2_ops)"
+    else:  # pgvector (default)
+        return "USING hnsw (embedding vector_cosine_ops)"
+
+
+async def create_bank_vector_indexes(conn, bank_id: str, internal_id: str) -> None:
+    """Create per-(bank, fact_type) partial vector indexes for a newly created bank.
+
+    Respects the HINDSIGHT_API_VECTOR_EXTENSION config to use the appropriate
+    index type (HNSW for pgvector, DiskANN for pgvectorscale, vchordrq for vchord).
 
     Called immediately after the bank row is first inserted. Safe on empty banks
     (index build is instant). Idempotent via CREATE INDEX IF NOT EXISTS.
@@ -43,24 +58,25 @@ async def create_bank_hnsw_indexes(conn, bank_id: str, internal_id: str) -> None
     """
     table = fq_table("memory_units")
     escaped = bank_id.replace("'", "''")
-    for ft in _HNSW_FACT_TYPES:
-        idx = _hnsw_index_name(ft, internal_id)
+    using_clause = _vector_index_clause()
+    for ft in _BANK_INDEX_FACT_TYPES:
+        idx = _bank_index_name(ft, internal_id)
         await conn.execute(
             f"CREATE INDEX IF NOT EXISTS {idx} "
-            f"ON {table} USING hnsw (embedding vector_cosine_ops) "
+            f"ON {table} {using_clause} "
             f"WHERE fact_type = '{ft}' AND bank_id = '{escaped}'"
         )
 
 
-async def drop_bank_hnsw_indexes(conn, internal_id: str) -> None:
-    """Drop per-(bank, fact_type) partial HNSW indexes for a bank being deleted.
+async def drop_bank_vector_indexes(conn, internal_id: str) -> None:
+    """Drop per-(bank, fact_type) partial vector indexes for a bank being deleted.
 
     Called before the bank row is deleted so internal_id is still known.
     Idempotent via DROP INDEX IF EXISTS.
     """
     schema = get_current_schema()
-    for ft in _HNSW_FACT_TYPES:
-        idx = _hnsw_index_name(ft, internal_id)
+    for ft in _BANK_INDEX_FACT_TYPES:
+        idx = _bank_index_name(ft, internal_id)
         await conn.execute(f"DROP INDEX IF EXISTS {schema}.{idx}")
 
 
@@ -97,6 +113,22 @@ async def get_bank_profile(pool, bank_id: str) -> BankProfile:
     Returns:
         BankProfile with name, typed DispositionTraits, and mission
     """
+    profile, _ = await get_or_create_bank_profile(pool, bank_id)
+    return profile
+
+
+async def get_or_create_bank_profile(pool, bank_id: str) -> tuple[BankProfile, bool]:
+    """
+    Get bank profile, auto-creating with defaults if it doesn't exist.
+
+    Same as get_bank_profile, but also returns a flag indicating whether the
+    bank was freshly created on this call. Used by the memory engine to apply
+    the HINDSIGHT_API_DEFAULT_BANK_TEMPLATE hook on first bank creation.
+
+    Returns:
+        Tuple of (BankProfile, created) where created is True if the bank
+        did not exist before this call.
+    """
     async with acquire_with_retry(pool) as conn:
         # Try to get existing bank
         row = await conn.fetchrow(
@@ -113,15 +145,18 @@ async def get_bank_profile(pool, bank_id: str) -> BankProfile:
             if isinstance(disposition_data, str):
                 disposition_data = json.loads(disposition_data)
 
-            return BankProfile(
-                name=row["name"],
-                disposition=DispositionTraits(**disposition_data),
-                mission=row["mission"] or "",
+            return (
+                BankProfile(
+                    name=row["name"],
+                    disposition=DispositionTraits(**disposition_data),
+                    mission=row["mission"] or "",
+                ),
+                False,
             )
 
         # Bank doesn't exist, create with defaults.
         # Generate internal_id here so we control the value and can use it
-        # immediately for HNSW index creation without a RETURNING round-trip.
+        # immediately for vector index creation without a RETURNING round-trip.
         internal_id = uuid.uuid4()
         inserted = await conn.fetchval(
             f"""
@@ -137,11 +172,15 @@ async def get_bank_profile(pool, bank_id: str) -> BankProfile:
             internal_id,
         )
 
-        if inserted:
-            # Fresh insert — create per-bank HNSW indexes (instant on empty bank)
-            await create_bank_hnsw_indexes(conn, bank_id, str(internal_id))
+        created = inserted is not None
+        if created:
+            # Fresh insert — create per-bank vector indexes (instant on empty bank)
+            await create_bank_vector_indexes(conn, bank_id, str(internal_id))
 
-        return BankProfile(name=bank_id, disposition=DispositionTraits(**DEFAULT_DISPOSITION), mission="")
+        return (
+            BankProfile(name=bank_id, disposition=DispositionTraits(**DEFAULT_DISPOSITION), mission=""),
+            created,
+        )
 
 
 async def update_bank_disposition(pool, bank_id: str, disposition: dict[str, int]) -> None:

hindsight-api-slim/hindsight_api/engine/retain/chunk_storage.py

@@ -4,7 +4,9 @@ Chunk storage for retain pipeline.
 Handles storage of document chunks in the database.
 """
 
+import hashlib
 import logging
+from dataclasses import dataclass
 
 from ..memory_engine import fq_table
 from .types import ChunkMetadata
@@ -12,6 +14,61 @@ from .types import ChunkMetadata
 logger = logging.getLogger(__name__)
 
 
+def compute_chunk_hash(chunk_text: str) -> str:
+    """Compute SHA256 hash of chunk text for delta comparison."""
+    return hashlib.sha256(chunk_text.encode()).hexdigest()
+
+
+@dataclass
+class ExistingChunk:
+    """Represents a chunk already stored in the database."""
+
+    chunk_id: str
+    chunk_index: int
+    content_hash: str | None
+
+
+async def load_existing_chunks(conn, bank_id: str, document_id: str) -> list[ExistingChunk]:
+    """
+    Load existing chunk metadata for a document.
+
+    Returns list of ExistingChunk with chunk_id, chunk_index, and content_hash.
+    """
+    rows = await conn.fetch(
+        f"""
+        SELECT chunk_id, chunk_index, content_hash
+        FROM {fq_table("chunks")}
+        WHERE document_id = $1 AND bank_id = $2
+        ORDER BY chunk_index
+        """,
+        document_id,
+        bank_id,
+    )
+    return [
+        ExistingChunk(
+            chunk_id=row["chunk_id"],
+            chunk_index=row["chunk_index"],
+            content_hash=row["content_hash"],
+        )
+        for row in rows
+    ]
+
+
+async def delete_chunks_by_ids(conn, chunk_ids: list[str]) -> None:
+    """
+    Delete specific chunks by their IDs.
+
+    This cascades to memory_units (via FK with CASCADE delete)
+    and their links.
+    """
+    if not chunk_ids:
+        return
+    await conn.execute(
+        f"DELETE FROM {fq_table('chunks')} WHERE chunk_id = ANY($1::text[])",
+        chunk_ids,
+    )
+
+
 async def store_chunks_batch(conn, bank_id: str, document_id: str, chunks: list[ChunkMetadata]) -> dict[int, str]:
     """
     Store document chunks in the database.
@@ -32,6 +89,7 @@ async def store_chunks_batch(conn, bank_id: str, document_id: str, chunks: list[
     chunk_ids = []
     chunk_texts = []
     chunk_indices = []
+    content_hashes = []
     chunk_id_map = {}
 
     for chunk in chunks:
@@ -39,19 +97,21 @@ async def store_chunks_batch(conn, bank_id: str, document_id: str, chunks: list[
         chunk_ids.append(chunk_id)
         chunk_texts.append(chunk.chunk_text)
         chunk_indices.append(chunk.chunk_index)
+        content_hashes.append(compute_chunk_hash(chunk.chunk_text))
         chunk_id_map[chunk.chunk_index] = chunk_id
 
     # Batch insert all chunks
     await conn.execute(
         f"""
-        INSERT INTO {fq_table("chunks")} (chunk_id, document_id, bank_id, chunk_text, chunk_index)
-        SELECT * FROM unnest($1::text[], $2::text[], $3::text[], $4::text[], $5::integer[])
+        INSERT INTO {fq_table("chunks")} (chunk_id, document_id, bank_id, chunk_text, chunk_index, content_hash)
+        SELECT * FROM unnest($1::text[], $2::text[], $3::text[], $4::text[], $5::integer[], $6::text[])
         """,
         chunk_ids,
         [document_id] * len(chunk_texts),
         [bank_id] * len(chunk_texts),
         chunk_texts,
         chunk_indices,
+        content_hashes,
     )
 
     return chunk_id_map

hindsight-api-slim/hindsight_api/engine/retain/entity_processing.py

@@ -12,61 +12,27 @@ from .types import EntityLink, ProcessedFact
 logger = logging.getLogger(__name__)
 
 
-async def process_entities_batch(
-    entity_resolver,
-    conn,
-    bank_id: str,
-    unit_ids: list[str],
+def _prepare_facts_for_entity_processing(
     facts: list[ProcessedFact],
-    log_buffer: list[str] = None,
-    user_entities_per_content: dict[int, list[dict]] = None,
-    entity_labels: list | None = None,
-) -> list[EntityLink]:
+    user_entities_per_content: dict[int, list[dict]] | None = None,
+) -> tuple[list[str], list, list[list[dict]]]:
     """
-    Process entities for all facts and create entity links.
-
-    This function:
-    1. Extracts entity mentions from fact texts
-    2. Merges user-provided entities with LLM-extracted entities
-    3. Resolves entity names to canonical entities
-    4. Creates entity records in the database
-    5. Returns entity links ready for insertion
-
-    Args:
-        entity_resolver: EntityResolver instance for entity resolution
-        conn: Database connection
-        bank_id: Bank identifier
-        unit_ids: List of unit IDs (same length as facts)
-        facts: List of ProcessedFact objects
-        log_buffer: Optional buffer for detailed logging
-        user_entities_per_content: Dict mapping content_index to list of user-provided entities
+    Extract fact texts, dates, and merged entity lists from ProcessedFact objects.
 
     Returns:
-        List of EntityLink objects for batch insertion
+        Tuple of (fact_texts, fact_dates, entities_per_fact)
     """
-    if not unit_ids or not facts:
-        return []
-
-    if len(unit_ids) != len(facts):
-        raise ValueError(f"Mismatch between unit_ids ({len(unit_ids)}) and facts ({len(facts)})")
-
     user_entities_per_content = user_entities_per_content or {}
 
-    # Extract data for link_utils function
     fact_texts = [fact.fact_text for fact in facts]
-    # Use occurred_start if available, otherwise use mentioned_at for entity timestamps
     fact_dates = [fact.occurred_start if fact.occurred_start is not None else fact.mentioned_at for fact in facts]
 
-    # Convert EntityRef objects to dict format and merge with user-provided entities
     entities_per_fact = []
     for fact in facts:
-        # Start with LLM-extracted entities
         llm_entities = [{"text": entity.name, "type": "CONCEPT"} for entity in (fact.entities or [])]
 
-        # Get user entities for this content (use content_index from fact)
         user_entities = user_entities_per_content.get(fact.content_index, [])
 
-        # Merge with case-insensitive deduplication
         seen_texts = {e["text"].lower() for e in llm_entities}
         for user_entity in user_entities:
             if user_entity["text"].lower() not in seen_texts:
@@ -80,8 +46,48 @@ async def process_entities_batch(
 
         entities_per_fact.append(llm_entities)
 
-    # Use existing link_utils function for entity processing
-    entity_links = await link_utils.extract_entities_batch_optimized(
+    return fact_texts, fact_dates, entities_per_fact
+
+
+async def resolve_entities(
+    entity_resolver,
+    conn,
+    bank_id: str,
+    unit_ids: list[str],
+    facts: list[ProcessedFact],
+    log_buffer: list[str] = None,
+    user_entities_per_content: dict[int, list[dict]] = None,
+    entity_labels: list | None = None,
+) -> tuple[list[str], list[tuple], dict[str, list[str]]]:
+    """
+    Phase 1: Resolve entity names to canonical IDs (read-heavy).
+
+    Should be called on a SEPARATE connection OUTSIDE the main write transaction
+    to avoid holding the transaction open during expensive trigram scans.
+
+    Args:
+        entity_resolver: EntityResolver instance
+        conn: Database connection (separate from the main write transaction)
+        bank_id: Bank identifier
+        unit_ids: Placeholder unit IDs (used only for grouping)
+        facts: List of ProcessedFact objects
+        log_buffer: Optional buffer for detailed logging
+        user_entities_per_content: Dict mapping content_index to user-provided entities
+        entity_labels: Optional entity label taxonomy
+
+    Returns:
+        Tuple of (resolved_entity_ids, entity_to_unit, unit_to_entity_ids)
+        to pass to build_entity_links().
+    """
+    if not unit_ids or not facts:
+        return [], [], {}
+
+    if len(unit_ids) != len(facts):
+        raise ValueError(f"Mismatch between unit_ids ({len(unit_ids)}) and facts ({len(facts)})")
+
+    fact_texts, fact_dates, entities_per_fact = _prepare_facts_for_entity_processing(facts, user_entities_per_content)
+
+    return await link_utils.resolve_entities_only(
         entity_resolver,
         conn,
         bank_id,
@@ -90,22 +96,67 @@ async def process_entities_batch(
         "",  # context (not used in current implementation)
         fact_dates,
         entities_per_fact,
-        log_buffer,  # Pass log_buffer for detailed logging
+        log_buffer,
         entity_labels=entity_labels,
     )
 
-    return entity_links
+
+async def build_entity_links(
+    entity_resolver,
+    conn,
+    bank_id: str,
+    unit_ids: list[str],
+    resolved_entity_ids: list[str],
+    entity_to_unit: list[tuple],
+    unit_to_entity_ids: dict[str, list[str]],
+    log_buffer: list[str] = None,
+    skip_unit_entities_insert: bool = False,
+) -> list[EntityLink]:
+    """
+    Build entity links for UI graph visualization.
+
+    Queries unit_entities to find shared entities between new and existing units,
+    then generates EntityLink objects. When called from Phase 3 (post-transaction),
+    set skip_unit_entities_insert=True since unit_entities were already inserted
+    in Phase 2.
+
+    Args:
+        entity_resolver: EntityResolver instance
+        conn: Database connection
+        bank_id: Bank identifier
+        unit_ids: Actual unit IDs (must already be inserted in the DB)
+        resolved_entity_ids: From resolve_entities()
+        entity_to_unit: From resolve_entities()
+        unit_to_entity_ids: From resolve_entities()
+        log_buffer: Optional buffer for detailed logging
+        skip_unit_entities_insert: Skip unit_entities INSERT (already done in Phase 2)
+
+    Returns:
+        List of EntityLink objects for batch insertion
+    """
+    return await link_utils.build_entity_links_from_resolved(
+        entity_resolver,
+        conn,
+        bank_id,
+        unit_ids,
+        resolved_entity_ids,
+        entity_to_unit,
+        unit_to_entity_ids,
+        log_buffer,
+        skip_unit_entities_insert=skip_unit_entities_insert,
+    )
 
 
-async def insert_entity_links_batch(conn, entity_links: list[EntityLink]) -> None:
+async def insert_entity_links_batch(conn, entity_links: list[EntityLink], bank_id: str) -> None:
     """
     Insert entity links in batch.
 
     Args:
         conn: Database connection
         entity_links: List of EntityLink objects
+        bank_id: Bank identifier (stored directly on memory_links for fast filtering)
     """
     if not entity_links:
         return
 
-    await link_utils.insert_entity_links_batch(conn, entity_links)
+    await link_utils.insert_entity_links_batch(conn, entity_links, bank_id)

hindsight-api-slim/hindsight_api/engine/retain/fact_extraction.py

@@ -87,7 +87,7 @@ class Fact(BaseModel):
 
     # Required fields
     fact: str = Field(description="Combined fact text: what | when | where | who | why")
-    fact_type: Literal["world", "experience", "opinion"] = Field(description="Perspective: world/experience/opinion")
+    fact_type: Literal["world", "experience"] = Field(description="Perspective: world/experience")
 
     # Optional temporal fields
     occurred_start: str | None = None
@@ -159,7 +159,9 @@ class ExtractedFact(BaseModel):
     fact_kind: str = Field(default="conversation", description="'event' or 'conversation'")
     occurred_start: str | None = Field(default=None, description="ISO timestamp for events")
     occurred_end: str | None = Field(default=None, description="ISO timestamp for event end")
-    fact_type: Literal["world", "assistant"] = Field(description="'world' or 'assistant'")
+    fact_type: Literal["world", "assistant"] = Field(
+        description="'world' = objective/external facts. 'assistant' = first-person actions, experiences, or observations by the speaker."
+    )
     entities: list[Entity] | None = Field(default=None, description="People, places, concepts")
     causal_relations: list[FactCausalRelation] | None = Field(
         default=None, description="Links to previous facts (target_index < this fact's index)"
@@ -261,7 +263,7 @@ class ExtractedFactVerbose(BaseModel):
     )
 
     fact_type: Literal["world", "assistant"] = Field(
-        description="'world' = about the user/others (background, experiences). 'assistant' = experience with the assistant."
+        description="'world' = objective/external facts about other people, events, general knowledge. 'assistant' = first-person actions, experiences, or observations by the speaker (e.g., 'I changed X', 'I discovered Y')."
     )
 
     entities: list[Entity] | None = Field(
@@ -352,7 +354,9 @@ class VerbatimExtractedFact(BaseModel):
     fact_kind: str = Field(default="conversation", description="'event' or 'conversation'")
     occurred_start: str | None = Field(default=None, description="ISO timestamp for events")
     occurred_end: str | None = Field(default=None, description="ISO timestamp for event end")
-    fact_type: Literal["world", "assistant"] = Field(description="'world' or 'assistant'")
+    fact_type: Literal["world", "assistant"] = Field(
+        description="'world' = objective/external facts. 'assistant' = first-person actions, experiences, or observations by the speaker."
+    )
     entities: list[Entity] | None = Field(default=None, description="People, places, concepts")
 
     @field_validator("entities", mode="before")
@@ -499,8 +503,8 @@ fact_kind:
 - "conversation": Ongoing state, preference, trait (no dates)
 
 fact_type:
-- "world": About user's life, other people, external events
-- "assistant": Interactions with assistant (requests, recommendations)
+- "world": About other people, external events, general knowledge, objective facts
+- "assistant": First-person actions, experiences, or observations by the speaker/author (e.g., "I changed X", "I discovered Y", "I debugged Z"). Also includes interactions with the user (requests, recommendations). If the narrator describes something they did, tried, learned, or decided — use "assistant".
 
 ══════════════════════════════════════════════════════════════════════════
 TEMPORAL HANDLING
@@ -616,7 +620,7 @@ VERBOSE_FACT_EXTRACTION_PROMPT = """Extract facts from text into structured form
 
 LANGUAGE: MANDATORY — Detect the language of the input text and produce ALL output in that EXACT same language. You are STRICTLY FORBIDDEN from translating or switching to any other language. Every single word of your output must be in the same language as the input. Do NOT output in a different language under any circumstance.
 
-══════════════════════════════════════════════════════════════════════════
+{retain_mission_section}══════════════════════════════════════════════════════════════════════════
 FACT FORMAT - ALL FIVE DIMENSIONS REQUIRED - MAXIMUM VERBOSITY
 ══════════════════════════════════════════════════════════════════════════
 
@@ -827,7 +831,9 @@ def _build_extraction_prompt_and_schema(config) -> tuple[str, type]:
                 custom_instructions=config.retain_custom_instructions,
             )
     elif extraction_mode == "verbose":
-        prompt = VERBOSE_FACT_EXTRACTION_PROMPT
+        prompt = VERBOSE_FACT_EXTRACTION_PROMPT.format(
+            retain_mission_section=retain_mission_section,
+        )
     elif extraction_mode == "verbatim":
         prompt = VERBATIM_FACT_EXTRACTION_PROMPT.format(
             retain_mission_section=retain_mission_section,
@@ -903,6 +909,7 @@ def _build_user_message(
     event_date: datetime | None,
     context: str,
     metadata: dict[str, str] | None = None,
+    agent_name: str | None = None,
 ) -> str:
     """Build user message for fact extraction."""
     from .orchestrator import parse_datetime_flexible
@@ -921,11 +928,15 @@ def _build_user_message(
         metadata_lines = "\n".join(f"  {k}: {v}" for k, v in metadata.items())
         metadata_section = f"\nMetadata:\n{metadata_lines}"
 
+    narrator_section = ""
+    if agent_name:
+        narrator_section = f'\nNarrator: {agent_name} (AI agent — first-person statements like "I did X" are the agent\'s own actions; classify as "assistant")'
+
     return f"""Extract facts from the following text chunk.
 
 Chunk: {chunk_index + 1}/{total_chunks}
 Event Date: {event_date_str}
-Context: {sanitized_context}{metadata_section}
+Context: {sanitized_context}{metadata_section}{narrator_section}
 
 Text:
 {sanitized_chunk}"""
@@ -989,7 +1000,7 @@ async def _extract_facts_from_chunk(
     extract_causal_links = config.retain_extract_causal_links
 
     # Build user message using helper function
-    user_message = _build_user_message(chunk, chunk_index, total_chunks, event_date, context, metadata)
+    user_message = _build_user_message(chunk, chunk_index, total_chunks, event_date, context, metadata, agent_name)
 
     # Retry logic for JSON validation errors
     # Use retain-specific overrides if set, otherwise fall back to global LLM config
@@ -1049,7 +1060,7 @@ async def _extract_facts_from_chunk(
                     f"LLM response missing 'facts' field or returned empty list. "
                     f"Response: {extraction_response_json}. "
                     f"Input: "
-                    f"date: {event_date.isoformat()}, "
+                    f"date: {event_date.isoformat() if event_date else 'unset'}, "
                     f"context: {context if context else 'none'}, "
                     f"text: {chunk}"
                 )
@@ -1458,28 +1469,76 @@ async def extract_facts_from_text(
             f"chunk_size={config.retain_chunk_size:,}) - starting parallel LLM extraction"
         )
 
-    tasks = [
-        _extract_facts_with_auto_split(
-            chunk=chunk,
-            chunk_index=i,
-            total_chunks=len(chunks),
-            event_date=event_date,
-            context=context,
-            llm_config=llm_config,
-            config=config,
-            agent_name=agent_name,
-            metadata=metadata,
-        )
-        for i, chunk in enumerate(chunks)
-    ]
-    chunk_results = await asyncio.gather(*tasks)
+    # Per-chunk retry wrapper: each chunk gets up to MAX_CHUNK_RETRIES attempts.
+    # This handles transient LLM failures (timeouts, rate limits, malformed responses)
+    # without discarding the entire batch. If a chunk still fails after all retries,
+    # the ENTIRE retain fails — we do not accept partial extraction.
+    MAX_CHUNK_RETRIES = 3
+    CHUNK_RETRY_BASE_DELAY = 2.0  # seconds, doubles each retry
+
+    async def _extract_chunk_with_retry(chunk: str, chunk_index: int) -> tuple:
+        """Extract facts from a single chunk with retries on failure."""
+        last_exception = None
+        for attempt in range(MAX_CHUNK_RETRIES):
+            try:
+                return await _extract_facts_with_auto_split(
+                    chunk=chunk,
+                    chunk_index=chunk_index,
+                    total_chunks=len(chunks),
+                    event_date=event_date,
+                    context=context,
+                    llm_config=llm_config,
+                    config=config,
+                    agent_name=agent_name,
+                    metadata=metadata,
+                )
+            except Exception as e:
+                last_exception = e
+                if attempt < MAX_CHUNK_RETRIES - 1:
+                    delay = CHUNK_RETRY_BASE_DELAY * (2**attempt)
+                    logger.warning(
+                        f"Chunk {chunk_index}/{len(chunks)} extraction failed "
+                        f"(attempt {attempt + 1}/{MAX_CHUNK_RETRIES}): "
+                        f"{type(e).__name__}. Retrying in {delay:.0f}s..."
+                    )
+                    await asyncio.sleep(delay)
+                else:
+                    logger.error(
+                        f"Chunk {chunk_index}/{len(chunks)} extraction failed after "
+                        f"{MAX_CHUNK_RETRIES} attempts: {type(e).__name__}: {e}"
+                    )
+        raise last_exception
+
+    tasks = [_extract_chunk_with_retry(chunk, i) for i, chunk in enumerate(chunks)]
+
+    # return_exceptions=True so we can collect all results even if some chunks
+    # exhausted their retries. We check for failures below and fail the retain
+    # if ANY chunk could not be extracted — partial extraction is not acceptable.
+    chunk_results = await asyncio.gather(*tasks, return_exceptions=True)
+
     all_facts = []
     chunk_metadata = []  # [(chunk_text, fact_count), ...]
     total_usage = TokenUsage()
-    for chunk, (chunk_facts, chunk_usage) in zip(chunks, chunk_results):
+    failed_chunks = []
+    for i, (chunk, result) in enumerate(zip(chunks, chunk_results)):
+        if isinstance(result, Exception):
+            failed_chunks.append((i, result))
+            continue
+        chunk_facts, chunk_usage = result
         all_facts.extend(chunk_facts)
         chunk_metadata.append((chunk, len(chunk_facts)))
         total_usage = total_usage + chunk_usage
+
+    if failed_chunks:
+        # Fail the entire retain — partial extraction is not acceptable.
+        # All successfully extracted facts are discarded because the transaction
+        # hasn't committed yet. The worker poller will retry the entire task.
+        failed_summary = ", ".join(f"chunk {idx}: {type(err).__name__}" for idx, err in failed_chunks[:5])
+        raise RuntimeError(
+            f"Fact extraction failed: {len(failed_chunks)}/{len(chunks)} chunks failed "
+            f"after {MAX_CHUNK_RETRIES} retries each. First failures: {failed_summary}"
+        )
+
     return all_facts, chunk_metadata, total_usage
 
 
@@ -1578,7 +1637,13 @@ async def extract_facts_from_contents_batch_api(
 
             # Build user message using helper function
             user_message = _build_user_message(
-                chunk, chunk_index_in_content, len(chunks), item.event_date, item.context, item.metadata or None
+                chunk,
+                chunk_index_in_content,
+                len(chunks),
+                item.event_date,
+                item.context,
+                item.metadata or None,
+                agent_name,
             )
 
             # Build request body using helper function
@@ -1913,7 +1978,7 @@ async def extract_facts_from_contents_batch_api(
         for fact_from_llm in chunk_facts:
             extracted_fact = ExtractedFactType(
                 fact_text=fact_from_llm.fact,
-                fact_type="experience" if fact_from_llm.fact_type == "assistant" else "world",
+                fact_type=fact_from_llm.fact_type,
                 entities=[e.text for e in (fact_from_llm.entities or [])],
                 occurred_start=_parse_datetime(fact_from_llm.occurred_start) if fact_from_llm.occurred_start else None,
                 occurred_end=_parse_datetime(fact_from_llm.occurred_end) if fact_from_llm.occurred_end else None,
@@ -2049,8 +2114,9 @@ async def extract_facts_from_contents(
         )
         fact_extraction_tasks.append(task)
 
-    # Step 2: Wait for all fact extractions to complete
-    all_fact_results = await asyncio.gather(*fact_extraction_tasks)
+    # Step 2: Wait for all fact extractions to complete.
+    # Use return_exceptions=True so one content item failure doesn't discard the rest.
+    all_fact_results = await asyncio.gather(*fact_extraction_tasks, return_exceptions=True)
 
     # Step 3: Flatten and convert to typed objects
     extracted_facts: list[ExtractedFactType] = []
@@ -2060,9 +2126,16 @@ async def extract_facts_from_contents(
     global_chunk_idx = 0
     global_fact_idx = 0
 
-    for content_index, (content, (facts_from_llm, chunks_from_llm, content_usage)) in enumerate(
-        zip(contents, all_fact_results)
-    ):
+    # Filter out failed content items
+    valid_results = []
+    for content, result in zip(contents, all_fact_results):
+        if isinstance(result, Exception):
+            logger.warning(f"Content extraction failed (skipping): {type(result).__name__}: {result}")
+            valid_results.append((content, ([], [], TokenUsage())))
+        else:
+            valid_results.append((content, result))
+
+    for content_index, (content, (facts_from_llm, chunks_from_llm, content_usage)) in enumerate(valid_results):
         total_usage = total_usage + content_usage
         chunk_start_idx = global_chunk_idx
 
@@ -2090,7 +2163,7 @@ async def extract_facts_from_contents(
                     # mentioned_at is always the event_date (when the conversation/document occurred)
                     extracted_fact = ExtractedFactType(
                         fact_text=fact_from_llm.fact,
-                        fact_type="experience" if fact_from_llm.fact_type == "assistant" else "world",
+                        fact_type=fact_from_llm.fact_type,
                         entities=[e.text for e in (fact_from_llm.entities or [])],
                         # occurred_start/end: from LLM only, leave None if not provided
                         occurred_start=_parse_datetime(fact_from_llm.occurred_start)

hindsight-api-slim/hindsight_api/engine/retain/fact_storage.py

@@ -10,13 +10,30 @@ import uuid
 
 from ...config import get_config
 from ..memory_engine import fq_table
-from .bank_utils import DEFAULT_DISPOSITION, create_bank_hnsw_indexes
+from .bank_utils import DEFAULT_DISPOSITION, create_bank_vector_indexes
 from .fact_extraction import _sanitize_text
 from .types import ProcessedFact
 
 logger = logging.getLogger(__name__)
 
 
+async def get_document_content(
+    conn,
+    bank_id: str,
+    document_id: str,
+) -> str | None:
+    """Fetch the original_text of an existing document.
+
+    Returns None if the document does not exist.
+    """
+    row = await conn.fetchval(
+        f"SELECT original_text FROM {fq_table('documents')} WHERE id = $1 AND bank_id = $2",
+        document_id,
+        bank_id,
+    )
+    return row
+
+
 async def insert_facts_batch(
     conn, bank_id: str, facts: list[ProcessedFact], document_id: str | None = None
 ) -> list[str]:
@@ -44,7 +61,6 @@ async def insert_facts_batch(
     mentioned_ats = []
     contexts = []
     fact_types = []
-    confidence_scores = []
     metadata_jsons = []
     chunk_ids = []
     document_ids = []
@@ -64,8 +80,6 @@ async def insert_facts_batch(
         mentioned_ats.append(fact.mentioned_at)
         contexts.append(_sanitize_text(fact.context))
         fact_types.append(fact.fact_type)
-        # confidence_score is only for opinion facts
-        confidence_scores.append(1.0 if fact.fact_type == "opinion" else None)
         metadata_jsons.append(json.dumps(fact.metadata))
         chunk_ids.append(fact.chunk_id)
         # Use per-fact document_id if available, otherwise fallback to batch-level document_id
@@ -81,9 +95,15 @@ async def insert_facts_batch(
         if fact.entities:
             signal_parts.extend(e.name for e in fact.entities)
         if fact.occurred_start:
-            signal_parts.append(fact.occurred_start.strftime("%B %-d %Y"))
+            try:
+                signal_parts.append(fact.occurred_start.strftime("%B %d %Y").lstrip("0").replace(" 0", " "))
+            except (ValueError, AttributeError):
+                pass
         if fact.occurred_end and fact.occurred_end != fact.occurred_start:
-            signal_parts.append(fact.occurred_end.strftime("%B %-d %Y"))
+            try:
+                signal_parts.append(fact.occurred_end.strftime("%B %d %Y").lstrip("0").replace(" 0", " "))
+            except (ValueError, AttributeError):
+                pass
         text_signals_list.append(" ".join(signal_parts) if signal_parts else None)
 
     # Batch insert all facts
@@ -97,18 +117,18 @@ async def insert_facts_batch(
             WITH input_data AS (
                 SELECT * FROM unnest(
                     $2::text[], $3::vector[], $4::timestamptz[], $5::timestamptz[], $6::timestamptz[], $7::timestamptz[],
-                    $8::text[], $9::text[], $10::float[], $11::jsonb[], $12::text[], $13::text[], $14::jsonb[], $15::jsonb[], $16::text[]
+                    $8::text[], $9::text[], $10::jsonb[], $11::text[], $12::text[], $13::jsonb[], $14::jsonb[], $15::text[]
                 ) AS t(text, embedding, event_date, occurred_start, occurred_end, mentioned_at,
-                       context, fact_type, confidence_score, metadata, chunk_id, document_id, tags_json,
+                       context, fact_type, metadata, chunk_id, document_id, tags_json,
                        observation_scopes_json, text_signals)
             )
             INSERT INTO {fq_table("memory_units")} (bank_id, text, embedding, event_date, occurred_start, occurred_end, mentioned_at,
-                                     context, fact_type, confidence_score, metadata, chunk_id, document_id, tags,
+                                     context, fact_type, metadata, chunk_id, document_id, tags,
                                      observation_scopes, text_signals, search_vector)
             SELECT
                 $1,
                 text, embedding, event_date, occurred_start, occurred_end, mentioned_at,
-                context, fact_type, confidence_score, metadata, chunk_id, document_id,
+                context, fact_type, metadata, chunk_id, document_id,
                 COALESCE(
                     (SELECT array_agg(elem) FROM jsonb_array_elements_text(tags_json) AS elem),
                     '{{}}'::varchar[]
@@ -129,18 +149,18 @@ async def insert_facts_batch(
             WITH input_data AS (
                 SELECT * FROM unnest(
                     $2::text[], $3::vector[], $4::timestamptz[], $5::timestamptz[], $6::timestamptz[], $7::timestamptz[],
-                    $8::text[], $9::text[], $10::float[], $11::jsonb[], $12::text[], $13::text[], $14::jsonb[], $15::jsonb[], $16::text[]
+                    $8::text[], $9::text[], $10::jsonb[], $11::text[], $12::text[], $13::jsonb[], $14::jsonb[], $15::text[]
                 ) AS t(text, embedding, event_date, occurred_start, occurred_end, mentioned_at,
-                       context, fact_type, confidence_score, metadata, chunk_id, document_id, tags_json,
+                       context, fact_type, metadata, chunk_id, document_id, tags_json,
                        observation_scopes_json, text_signals)
             )
             INSERT INTO {fq_table("memory_units")} (bank_id, text, embedding, event_date, occurred_start, occurred_end, mentioned_at,
-                                     context, fact_type, confidence_score, metadata, chunk_id, document_id, tags,
+                                     context, fact_type, metadata, chunk_id, document_id, tags,
                                      observation_scopes, text_signals)
             SELECT
                 $1,
                 text, embedding, event_date, occurred_start, occurred_end, mentioned_at,
-                context, fact_type, confidence_score, metadata, chunk_id, document_id,
+                context, fact_type, metadata, chunk_id, document_id,
                 COALESCE(
                     (SELECT array_agg(elem) FROM jsonb_array_elements_text(tags_json) AS elem),
                     '{{}}'::varchar[]
@@ -162,7 +182,6 @@ async def insert_facts_batch(
         mentioned_ats,
         contexts,
         fact_types,
-        confidence_scores,
         metadata_jsons,
         chunk_ids,
         document_ids,
@@ -201,8 +220,8 @@ async def ensure_bank_exists(conn, bank_id: str) -> None:
         internal_id,
     )
     if inserted:
-        # Fresh insert — create per-bank HNSW indexes
-        await create_bank_hnsw_indexes(conn, bank_id, str(internal_id))
+        # Fresh insert — create per-bank vector indexes
+        await create_bank_vector_indexes(conn, bank_id, str(internal_id))
 
 
 async def handle_document_tracking(
@@ -215,7 +234,10 @@ async def handle_document_tracking(
     document_tags: list[str] | None = None,
 ) -> None:
     """
-    Handle document tracking in the database.
+    Handle document tracking in the database (full-replace mode).
+
+    Deletes the existing document (cascading to all units and links) on the
+    first batch, then inserts the new document record.
 
     Args:
         conn: Database connection
@@ -232,22 +254,58 @@ async def handle_document_tracking(
     combined_content = _sanitize_text(combined_content) or ""
     content_hash = hashlib.sha256(combined_content.encode()).hexdigest()
 
-    # Always delete old document first if it exists (cascades to units and links)
+    # Delete old document first (cascades to units and links)
     # Only delete on the first batch to avoid deleting data we just inserted
     if is_first_batch:
         await conn.fetchval(
-            f"DELETE FROM {fq_table('documents')} WHERE id = $1 AND bank_id = $2 RETURNING id", document_id, bank_id
+            f"DELETE FROM {fq_table('documents')} WHERE id = $1 AND bank_id = $2 RETURNING id",
+            document_id,
+            bank_id,
         )
 
     # Insert document (or update if exists from concurrent operations)
+    await _upsert_document_row(conn, bank_id, document_id, combined_content, content_hash, retain_params, document_tags)
+
+
+async def upsert_document_metadata(
+    conn,
+    bank_id: str,
+    document_id: str,
+    combined_content: str,
+    retain_params: dict | None = None,
+    document_tags: list[str] | None = None,
+) -> None:
+    """
+    Update document metadata without deleting existing facts/chunks.
+
+    Used by delta retain: the document row is upserted but chunks and
+    memory_units are managed separately at the chunk level.
+    """
+    import hashlib
+
+    combined_content = _sanitize_text(combined_content) or ""
+    content_hash = hashlib.sha256(combined_content.encode()).hexdigest()
+
+    await _upsert_document_row(conn, bank_id, document_id, combined_content, content_hash, retain_params, document_tags)
+
+
+async def _upsert_document_row(
+    conn,
+    bank_id: str,
+    document_id: str,
+    combined_content: str,
+    content_hash: str,
+    retain_params: dict | None = None,
+    document_tags: list[str] | None = None,
+) -> None:
+    """Insert or update a document row."""
     await conn.execute(
         f"""
-        INSERT INTO {fq_table("documents")} (id, bank_id, original_text, content_hash, metadata, retain_params, tags)
-        VALUES ($1, $2, $3, $4, $5, $6, $7)
+        INSERT INTO {fq_table("documents")} (id, bank_id, original_text, content_hash, retain_params, tags)
+        VALUES ($1, $2, $3, $4, $5, $6)
         ON CONFLICT (id, bank_id) DO UPDATE
         SET original_text = EXCLUDED.original_text,
             content_hash = EXCLUDED.content_hash,
-            metadata = EXCLUDED.metadata,
             retain_params = EXCLUDED.retain_params,
             tags = EXCLUDED.tags,
             updated_at = NOW()
@@ -256,7 +314,37 @@ async def handle_document_tracking(
         bank_id,
         combined_content,
         content_hash,
-        json.dumps({}),  # Empty metadata dict
         json.dumps(retain_params) if retain_params else None,
         document_tags or [],
     )
+
+
+async def update_memory_units_tags(
+    conn,
+    bank_id: str,
+    document_id: str,
+    tags: list[str],
+) -> int:
+    """
+    Update tags on all memory_units belonging to a document.
+
+    Used during delta retain to propagate tag changes to unchanged facts.
+
+    Returns:
+        Number of memory units updated.
+    """
+    result = await conn.execute(
+        f"""
+        UPDATE {fq_table("memory_units")}
+        SET tags = $3, updated_at = NOW()
+        WHERE bank_id = $1 AND document_id = $2
+        """,
+        bank_id,
+        document_id,
+        tags or [],
+    )
+    # result is a status string like "UPDATE 5"
+    try:
+        return int(result.split()[-1])
+    except (ValueError, IndexError):
+        return 0

hindsight-api-slim/hindsight_api/engine/retain/link_creation.py

@@ -32,17 +32,26 @@ async def create_temporal_links_batch(conn, bank_id: str, unit_ids: list[str]) -
     return await link_utils.create_temporal_links_batch_per_fact(conn, bank_id, unit_ids, log_buffer=[])
 
 
-async def create_semantic_links_batch(conn, bank_id: str, unit_ids: list[str], embeddings: list[list[float]]) -> int:
+async def create_semantic_links_batch(
+    conn,
+    bank_id: str,
+    unit_ids: list[str],
+    embeddings: list[list[float]],
+    pre_computed_ann_links: list[tuple] | None = None,
+) -> int:
     """
     Create semantic links between facts.
 
     Links facts that are semantically similar based on embeddings.
+    When pre_computed_ann_links are provided (from Phase 1), they are used
+    instead of running ANN queries inside the transaction.
 
     Args:
         conn: Database connection
         bank_id: Bank identifier
         unit_ids: List of unit IDs to create links for
         embeddings: List of embedding vectors (same length as unit_ids)
+        pre_computed_ann_links: Pre-computed ANN results from Phase 1
 
     Returns:
         Number of semantic links created
@@ -53,10 +62,12 @@ async def create_semantic_links_batch(conn, bank_id: str, unit_ids: list[str], e
     if len(unit_ids) != len(embeddings):
         raise ValueError(f"Mismatch between unit_ids ({len(unit_ids)}) and embeddings ({len(embeddings)})")
 
-    return await link_utils.create_semantic_links_batch(conn, bank_id, unit_ids, embeddings, log_buffer=[])
+    return await link_utils.create_semantic_links_batch(
+        conn, bank_id, unit_ids, embeddings, log_buffer=[], pre_computed_ann_links=pre_computed_ann_links
+    )
 
 
-async def create_causal_links_batch(conn, unit_ids: list[str], facts: list[ProcessedFact]) -> int:
+async def create_causal_links_batch(conn, bank_id: str, unit_ids: list[str], facts: list[ProcessedFact]) -> int:
     """
     Create causal links between facts.
 
@@ -94,6 +105,6 @@ async def create_causal_links_batch(conn, unit_ids: list[str], facts: list[Proce
         else:
             causal_relations_per_fact.append([])
 
-    link_count = await link_utils.create_causal_links_batch(conn, unit_ids, causal_relations_per_fact)
+    link_count = await link_utils.create_causal_links_batch(conn, bank_id, unit_ids, causal_relations_per_fact)
 
     return link_count

hindsight-api-slim/hindsight_api/engine/retain/types.py

@@ -25,6 +25,9 @@ class RetainContentDict(TypedDict, total=False):
         observation_scopes: How to scope observations for consolidation (optional).
             "per_tag" runs one pass per individual tag; "combined" (default) runs a
             single pass with all tags; a list[list[str]] specifies exact passes.
+        update_mode: How to handle existing documents with the same document_id (optional).
+            "replace" (default) deletes old data and reprocesses. "append" concatenates
+            new content to the existing document and reprocesses.
     """
 
     content: str  # Required
@@ -37,6 +40,7 @@ class RetainContentDict(TypedDict, total=False):
     observation_scopes: (
         Literal["per_tag", "combined", "all_combinations"] | list[list[str]]
     )  # Observation scopes for consolidation
+    update_mode: Literal["replace", "append"]
 
 
 @dataclass
@@ -107,7 +111,7 @@ class ExtractedFact:
     """
 
     fact_text: str
-    fact_type: str  # "world", "experience", "opinion", "observation"
+    fact_type: str  # "world", "experience", "observation"
     entities: list[str] = field(default_factory=list)
     occurred_start: datetime | None = None
     occurred_end: datetime | None = None
@@ -221,6 +225,45 @@ class ProcessedFact:
         )
 
 
+@dataclass
+class Phase3Context:
+    """
+    Data passed from Phase 2 to Phase 3 for entity link building.
+
+    Contains the unit IDs and entity resolution data needed to build
+    entity links for UI graph visualization after the write transaction commits.
+    """
+
+    unit_ids: list[str] = field(default_factory=list)
+    resolved_entity_ids: list[str] = field(default_factory=list)
+    entity_to_unit: list[tuple] = field(default_factory=list)
+    unit_to_entity_ids: dict[str, list[str]] = field(default_factory=dict)
+
+
+@dataclass
+class EntityResolutionResult:
+    """
+    Result of Phase 1 entity resolution.
+
+    Contains resolved entity IDs and the mapping data needed to remap
+    placeholder unit IDs to real IDs after fact insertion in Phase 2.
+    """
+
+    resolved_entity_ids: list[str]
+    entity_to_unit: list[tuple]
+    unit_to_entity_ids: dict[str, list[str]]
+
+
+@dataclass
+class Phase1Result:
+    """
+    Full result of Phase 1 (entity resolution + optional semantic ANN).
+    """
+
+    entities: EntityResolutionResult
+    semantic_ann_links: list[tuple]
+
+
 @dataclass
 class EntityLink:
     """
@@ -248,7 +291,6 @@ class RetainBatch:
     contents: list[RetainContent]
     document_id: str | None = None
     fact_type_override: str | None = None
-    confidence_score: float | None = None
     document_tags: list[str] = field(default_factory=list)  # Tags applied to all items
 
     # Extracted data (populated during processing)

hindsight-api-slim/hindsight_api/engine/search/__init__.py

@@ -3,12 +3,11 @@ Search module for memory retrieval.
 
 Provides modular search architecture:
 - Retrieval: 4-way parallel (semantic + BM25 + graph + temporal)
-- Graph retrieval: Pluggable strategies (BFS, PPR)
+- Graph retrieval: Link expansion strategy
 - Reranking: Pluggable strategies (heuristic, cross-encoder)
 """
 
-from .graph_retrieval import BFSGraphRetriever, GraphRetriever
-from .mpfp_retrieval import MPFPGraphRetriever
+from .graph_retrieval import GraphRetriever
 from .reranking import CrossEncoderReranker
 from .retrieval import (
     ParallelRetrievalResult,
@@ -21,7 +20,5 @@ __all__ = [
     "set_default_graph_retriever",
     "ParallelRetrievalResult",
     "GraphRetriever",
-    "BFSGraphRetriever",
-    "MPFPGraphRetriever",
     "CrossEncoderReranker",
 ]

hindsight-api-slim/hindsight_api/engine/search/graph_retrieval.py

@@ -2,17 +2,15 @@
 Graph retrieval strategies for memory recall.
 
 This module provides an abstraction for graph-based memory retrieval,
-allowing different algorithms (BFS spreading activation, PPR, etc.) to be
-swapped without changing the rest of the recall pipeline.
+allowing different algorithms to be swapped without changing the rest
+of the recall pipeline.
 """
 
 import logging
 from abc import ABC, abstractmethod
 
-from ..db_utils import acquire_with_retry
-from ..memory_engine import fq_table
-from .tags import TagGroup, TagsMatch, filter_results_by_tag_groups, filter_results_by_tags
-from .types import MPFPTimings, RetrievalResult
+from .tags import TagGroup, TagsMatch
+from .types import GraphRetrievalTimings, RetrievalResult
 
 logger = logging.getLogger(__name__)
 
@@ -29,7 +27,7 @@ class GraphRetriever(ABC):
     @property
     @abstractmethod
     def name(self) -> str:
-        """Return identifier for this retrieval strategy (e.g., 'bfs', 'mpfp')."""
+        """Return identifier for this retrieval strategy (e.g., 'link_expansion')."""
         pass
 
     @abstractmethod
@@ -47,7 +45,7 @@ class GraphRetriever(ABC):
         tags: list[str] | None = None,  # Visibility scope tags for filtering
         tags_match: TagsMatch = "any",  # How to match tags: 'any' (OR) or 'all' (AND)
         tag_groups: list[TagGroup] | None = None,  # Compound boolean tag filter groups
-    ) -> tuple[list[RetrievalResult], MPFPTimings | None]:
+    ) -> tuple[list[RetrievalResult], GraphRetrievalTimings | None]:
         """
         Retrieve relevant facts via graph traversal.
 
@@ -55,228 +53,15 @@ class GraphRetriever(ABC):
             pool: Database connection pool
             query_embedding_str: Query embedding as string (for finding entry points)
             bank_id: Memory bank identifier
-            fact_type: Fact type to filter ('world', 'experience', 'opinion', 'observation')
+            fact_type: Fact type to filter ('world', 'experience', 'observation')
             budget: Maximum number of nodes to explore/return
             query_text: Original query text (optional, for some strategies)
             semantic_seeds: Pre-computed semantic entry points (from semantic retrieval)
             temporal_seeds: Pre-computed temporal entry points (from temporal retrieval)
-            adjacency: Pre-loaded typed adjacency graph (optional, for MPFP)
+            adjacency: Pre-loaded typed adjacency graph (optional)
             tags: Optional list of tags for visibility filtering (OR matching)
 
         Returns:
             Tuple of (List of RetrievalResult with activation scores, optional timing info)
         """
         pass
-
-
-class BFSGraphRetriever(GraphRetriever):
-    """
-    Graph retrieval using BFS-style spreading activation.
-
-    Starting from semantic entry points, spreads activation through
-    the memory graph (entity, temporal, causal links) using breadth-first
-    traversal with decaying activation.
-
-    This is the original Hindsight graph retrieval algorithm.
-    """
-
-    def __init__(
-        self,
-        entry_point_limit: int = 5,
-        entry_point_threshold: float = 0.5,
-        activation_decay: float = 0.8,
-        min_activation: float = 0.1,
-        batch_size: int = 20,
-    ):
-        """
-        Initialize BFS graph retriever.
-
-        Args:
-            entry_point_limit: Maximum number of entry points to start from
-            entry_point_threshold: Minimum semantic similarity for entry points
-            activation_decay: Decay factor per hop (activation *= decay)
-            min_activation: Minimum activation to continue spreading
-            batch_size: Number of nodes to process per batch (for neighbor fetching)
-        """
-        self.entry_point_limit = entry_point_limit
-        self.entry_point_threshold = entry_point_threshold
-        self.activation_decay = activation_decay
-        self.min_activation = min_activation
-        self.batch_size = batch_size
-
-    @property
-    def name(self) -> str:
-        return "bfs"
-
-    async def retrieve(
-        self,
-        pool,
-        query_embedding_str: str,
-        bank_id: str,
-        fact_type: str,
-        budget: int,
-        query_text: str | None = None,
-        semantic_seeds: list[RetrievalResult] | None = None,
-        temporal_seeds: list[RetrievalResult] | None = None,
-        adjacency=None,  # Not used by BFS
-        tags: list[str] | None = None,
-        tags_match: TagsMatch = "any",
-        tag_groups: list[TagGroup] | None = None,
-    ) -> tuple[list[RetrievalResult], MPFPTimings | None]:
-        """
-        Retrieve facts using BFS spreading activation.
-
-        Algorithm:
-        1. Find entry points (top semantic matches above threshold)
-        2. BFS traversal: visit neighbors, propagate decaying activation
-        3. Boost causal links (causes, enables, prevents)
-        4. Return visited nodes up to budget
-
-        Note: BFS finds its own entry points via embedding search.
-        The semantic_seeds, temporal_seeds, and adjacency parameters are accepted
-        for interface compatibility but not used.
-        """
-        async with acquire_with_retry(pool) as conn:
-            results = await self._retrieve_with_conn(
-                conn,
-                query_embedding_str,
-                bank_id,
-                fact_type,
-                budget,
-                tags=tags,
-                tags_match=tags_match,
-                tag_groups=tag_groups,
-            )
-            return results, None
-
-    async def _retrieve_with_conn(
-        self,
-        conn,
-        query_embedding_str: str,
-        bank_id: str,
-        fact_type: str,
-        budget: int,
-        tags: list[str] | None = None,
-        tags_match: TagsMatch = "any",
-        tag_groups: list[TagGroup] | None = None,
-    ) -> list[RetrievalResult]:
-        """Internal implementation with connection."""
-        from .tags import build_tag_groups_where_clause, build_tags_where_clause_simple
-
-        tags_clause = build_tags_where_clause_simple(tags, 6, match=tags_match)
-        tag_groups_param_start = 6 + (1 if tags else 0)
-        groups_clause, groups_params, _ = build_tag_groups_where_clause(tag_groups, tag_groups_param_start)
-        params = [query_embedding_str, bank_id, fact_type, self.entry_point_threshold, self.entry_point_limit]
-        if tags:
-            params.append(tags)
-        params.extend(groups_params)
-
-        # Step 1: Find entry points
-        entry_points = await conn.fetch(
-            f"""
-            SELECT id, text, context, event_date, occurred_start, occurred_end,
-                   mentioned_at, fact_type, document_id, chunk_id, tags,
-                   1 - (embedding <=> $1::vector) AS similarity
-            FROM {fq_table("memory_units")}
-            WHERE bank_id = $2
-              AND embedding IS NOT NULL
-              AND fact_type = $3
-              AND (1 - (embedding <=> $1::vector)) >= $4
-              {tags_clause}
-              {groups_clause}
-            ORDER BY embedding <=> $1::vector
-            LIMIT $5
-            """,
-            *params,
-        )
-
-        if not entry_points:
-            logger.debug(
-                f"[BFS] No entry points found for fact_type={fact_type} (tags={tags}, tags_match={tags_match})"
-            )
-            return []
-
-        logger.debug(
-            f"[BFS] Found {len(entry_points)} entry points for fact_type={fact_type} "
-            f"(tags={tags}, tags_match={tags_match})"
-        )
-
-        # Step 2: BFS spreading activation
-        visited = set()
-        results = []
-        queue = [(RetrievalResult.from_db_row(dict(r)), r["similarity"]) for r in entry_points]
-        budget_remaining = budget
-
-        while queue and budget_remaining > 0:
-            # Collect a batch of nodes to process
-            batch_nodes = []
-            batch_activations = {}
-
-            while queue and len(batch_nodes) < self.batch_size and budget_remaining > 0:
-                current, activation = queue.pop(0)
-                unit_id = current.id
-
-                if unit_id not in visited:
-                    visited.add(unit_id)
-                    budget_remaining -= 1
-                    current.activation = activation
-                    results.append(current)
-                    batch_nodes.append(current.id)
-                    batch_activations[unit_id] = activation
-
-            # Batch fetch neighbors
-            if batch_nodes and budget_remaining > 0:
-                max_neighbors = len(batch_nodes) * 20
-                neighbors = await conn.fetch(
-                    f"""
-                    SELECT mu.id, mu.text, mu.context, mu.occurred_start, mu.occurred_end,
-                           mu.mentioned_at, mu.fact_type,
-                           mu.document_id, mu.chunk_id, mu.tags,
-                           ml.weight, ml.link_type, ml.from_unit_id
-                    FROM {fq_table("memory_links")} ml
-                    JOIN {fq_table("memory_units")} mu ON ml.to_unit_id = mu.id
-                    WHERE ml.from_unit_id = ANY($1::uuid[])
-                      AND ml.weight >= $2
-                      AND mu.fact_type = $3
-                    ORDER BY ml.weight DESC
-                    LIMIT $4
-                    """,
-                    batch_nodes,
-                    self.min_activation,
-                    fact_type,
-                    max_neighbors,
-                )
-
-                for n in neighbors:
-                    neighbor_id = str(n["id"])
-                    if neighbor_id not in visited:
-                        parent_id = str(n["from_unit_id"])
-                        parent_activation = batch_activations.get(parent_id, 0.5)
-
-                        # Boost causal links
-                        link_type = n["link_type"]
-                        base_weight = n["weight"]
-
-                        if link_type in ("causes", "caused_by"):
-                            causal_boost = 2.0
-                        elif link_type in ("enables", "prevents"):
-                            causal_boost = 1.5
-                        else:
-                            causal_boost = 1.0
-
-                        effective_weight = base_weight * causal_boost
-                        new_activation = parent_activation * effective_weight * self.activation_decay
-
-                        if new_activation > self.min_activation:
-                            neighbor_result = RetrievalResult.from_db_row(dict(n))
-                            queue.append((neighbor_result, new_activation))
-
-        # Apply tags filtering (BFS may traverse into memories that don't match tags criteria)
-        if tags:
-            results = filter_results_by_tags(results, tags, match=tags_match)
-
-        # Apply compound tag group filtering (post-traversal)
-        if tag_groups:
-            results = filter_results_by_tag_groups(results, tag_groups)
-
-        return results

hindsight-api-slim/hindsight_api/engine/search/link_expansion_retrieval.py

@@ -4,32 +4,37 @@ Link Expansion graph retrieval.
 Expands from semantic/temporal seeds through three parallel, first-class signals
 stored in memory_links:
 
-1. Entity links  — precomputed co-occurrence graph (created at retain time, bounded to
-                   MAX_LINKS_PER_ENTITY per entity). Score = number of distinct shared
-                   entities between the seed set and each candidate.
+1. Entity links  — query-time self-join through unit_entities. Score = number of distinct
+                   shared entities between the seed set and each candidate, computed via
+                   COUNT(DISTINCT entity_id). Uses a LATERAL per-entity cap
+                   (graph_per_entity_limit, default 200) to prevent high-fanout entities
+                   from exploding the self-join intermediate rows.
 2. Semantic links — precomputed kNN graph (each new fact linked to its top-5 most
                     similar existing facts at insert time, similarity >= 0.7). Checked
                     in both directions since the graph is not symmetric. Score = weight.
 3. Causal links  — explicit causal chains (causes/caused_by/enables/prevents).
                    Score = weight + 1.0 (boosted as highest-quality signal).
 
-All three signals are bounded at retain time, so no LATERAL fan-out caps are needed
-at query time. Each expansion is a simple aggregation over a small result set.
+Entity expansion is bounded by graph_per_entity_limit (LATERAL cap per entity).
+A timeout fallback (graph_expansion_timeout) drops entity expansion entirely if the
+query still exceeds the budget.
 
 For non-observation fact types the three expansions are issued as a single CTE query
 (one roundtrip, one connection) with a `source` discriminator column so the Python
 merge step can apply per-signal score transformations.
 """
 
+import asyncio
 import logging
 import math
 import time
 
+from ...config import get_config
 from ..db_utils import acquire_with_retry
 from ..memory_engine import fq_table
 from .graph_retrieval import GraphRetriever
 from .tags import TagGroup, TagsMatch, filter_results_by_tag_groups, filter_results_by_tags
-from .types import MPFPTimings, RetrievalResult
+from .types import GraphRetrievalTimings, RetrievalResult
 
 logger = logging.getLogger(__name__)
 
@@ -59,7 +64,7 @@ async def _find_semantic_seeds(
     rows = await conn.fetch(
         f"""
         SELECT id, text, context, event_date, occurred_start, occurred_end,
-               mentioned_at, fact_type, document_id, chunk_id, tags,
+               mentioned_at, fact_type, document_id, chunk_id, tags, proof_count,
                1 - (embedding <=> $1::vector) AS similarity
         FROM {fq_table("memory_units")}
         WHERE bank_id = $2
@@ -116,7 +121,7 @@ class LinkExpansionRetriever(GraphRetriever):
         tags: list[str] | None = None,
         tags_match: TagsMatch = "any",
         tag_groups: list[TagGroup] | None = None,
-    ) -> tuple[list[RetrievalResult], MPFPTimings | None]:
+    ) -> tuple[list[RetrievalResult], GraphRetrievalTimings | None]:
         """
         Retrieve facts by expanding links from seeds.
 
@@ -136,7 +141,7 @@ class LinkExpansionRetriever(GraphRetriever):
             Tuple of (results, timings)
         """
         start_time = time.time()
-        timings = MPFPTimings(fact_type=fact_type)
+        timings = GraphRetrievalTimings(fact_type=fact_type)
 
         async with acquire_with_retry(pool) as conn:
             # Find seeds if not provided
@@ -262,31 +267,48 @@ class LinkExpansionRetriever(GraphRetriever):
                     idx_memory_links_to_type_weight (to_unit_id, link_type, weight DESC)
                     → replaces costly BitmapAnd of two separate scans
         """
+        config = get_config()
         ml = fq_table("memory_links")
         mu = fq_table("memory_units")
-        all_rows = await conn.fetch(
-            f"""
-            WITH entity_expanded AS (
-                -- Entity co-occurrence: seeds → their precomputed entity-link neighbors.
-                -- Score = distinct shared entities (bounded at retain time to
-                -- MAX_LINKS_PER_ENTITY=50).  GROUP BY mu.id is sufficient because mu.id
-                -- is the primary key and functionally determines all other mu columns.
-                SELECT
-                    mu.id, mu.text, mu.context, mu.event_date, mu.occurred_start,
-                    mu.occurred_end, mu.mentioned_at,
-                    mu.fact_type, mu.document_id, mu.chunk_id, mu.tags,
-                    COUNT(DISTINCT ml.entity_id)::float AS score,
-                    'entity'::text AS source
-                FROM {ml} ml
-                JOIN {mu} mu ON mu.id = ml.to_unit_id
-                WHERE ml.from_unit_id = ANY($1::uuid[])
-                  AND ml.link_type = 'entity'
-                  AND mu.fact_type = $2
-                  AND mu.id != ALL($1::uuid[])
+        ue = fq_table("unit_entities")
+
+        per_entity_limit = config.link_expansion_per_entity_limit
+
+        # Entity CTE with LATERAL fanout cap.
+        # Every seed entity (including high-frequency ones) is kept, but each
+        # entity's expansion is capped to per_entity_limit target units.  The
+        # LATERAL subquery orders by unit_id DESC so the most recently inserted
+        # units are preferred (a recency proxy that is free — it rides the PK
+        # index with no extra sort).
+        entity_cte = f"""
+            seed_entities AS (
+                SELECT DISTINCT ue.entity_id
+                FROM {ue} ue
+                WHERE ue.unit_id = ANY($1::uuid[])
+            ),
+            entity_expanded AS (
+                SELECT mu.id, mu.text, mu.context, mu.event_date, mu.occurred_start,
+                       mu.occurred_end, mu.mentioned_at,
+                       mu.fact_type, mu.document_id, mu.chunk_id, mu.tags, mu.proof_count,
+                       COUNT(DISTINCT se.entity_id)::float AS score,
+                       'entity'::text AS source
+                FROM seed_entities se
+                CROSS JOIN LATERAL (
+                    SELECT ue_target.unit_id
+                    FROM {ue} ue_target
+                    WHERE ue_target.entity_id = se.entity_id
+                      AND ue_target.unit_id != ALL($1::uuid[])
+                    ORDER BY ue_target.unit_id DESC
+                    LIMIT {per_entity_limit}
+                ) t
+                JOIN {mu} mu ON mu.id = t.unit_id
+                WHERE mu.fact_type = $2
                 GROUP BY mu.id
                 ORDER BY score DESC
                 LIMIT $3
-            ),
+            )"""
+
+        semantic_causal_cte = f"""
             semantic_expanded AS (
                 -- Semantic kNN: both outgoing (seeds → their kNN at insert time) and
                 -- incoming (facts inserted after seeds that found seeds as kNN).
@@ -294,14 +316,14 @@ class LinkExpansionRetriever(GraphRetriever):
                 SELECT
                     id, text, context, event_date, occurred_start,
                     occurred_end, mentioned_at,
-                    fact_type, document_id, chunk_id, tags,
+                    fact_type, document_id, chunk_id, tags, proof_count,
                     MAX(weight) AS score,
                     'semantic'::text AS source
                 FROM (
                     SELECT
                         mu.id, mu.text, mu.context, mu.event_date, mu.occurred_start,
                         mu.occurred_end, mu.mentioned_at,
-                        mu.fact_type, mu.document_id, mu.chunk_id, mu.tags,
+                        mu.fact_type, mu.document_id, mu.chunk_id, mu.tags, mu.proof_count,
                         ml.weight
                     FROM {ml} ml
                     JOIN {mu} mu ON mu.id = ml.to_unit_id
@@ -313,7 +335,7 @@ class LinkExpansionRetriever(GraphRetriever):
                     SELECT
                         mu.id, mu.text, mu.context, mu.event_date, mu.occurred_start,
                         mu.occurred_end, mu.mentioned_at,
-                        mu.fact_type, mu.document_id, mu.chunk_id, mu.tags,
+                        mu.fact_type, mu.document_id, mu.chunk_id, mu.tags, mu.proof_count,
                         ml.weight
                     FROM {ml} ml
                     JOIN {mu} mu ON mu.id = ml.from_unit_id
@@ -324,7 +346,7 @@ class LinkExpansionRetriever(GraphRetriever):
                 ) sem_raw
                 GROUP BY id, text, context, event_date, occurred_start,
                          occurred_end, mentioned_at,
-                         fact_type, document_id, chunk_id, tags
+                         fact_type, document_id, chunk_id, tags, proof_count
                 ORDER BY score DESC
                 LIMIT $3
             ),
@@ -335,7 +357,7 @@ class LinkExpansionRetriever(GraphRetriever):
                 SELECT DISTINCT ON (mu.id)
                     mu.id, mu.text, mu.context, mu.event_date, mu.occurred_start,
                     mu.occurred_end, mu.mentioned_at,
-                    mu.fact_type, mu.document_id, mu.chunk_id, mu.tags,
+                    mu.fact_type, mu.document_id, mu.chunk_id, mu.tags, mu.proof_count,
                     ml.weight AS score,
                     'causal'::text AS source
                 FROM {ml} ml
@@ -346,18 +368,37 @@ class LinkExpansionRetriever(GraphRetriever):
                   AND mu.fact_type = $2
                 ORDER BY mu.id, ml.weight DESC
                 LIMIT $3
-            )
+            )"""
+
+        full_query = f"""
+            WITH {entity_cte},
+            {semantic_causal_cte}
             SELECT * FROM entity_expanded
             UNION ALL
             SELECT * FROM semantic_expanded
             UNION ALL
             SELECT * FROM causal_expanded
-            """,
-            seed_ids,
-            fact_type,
-            budget,
-            self.causal_weight_threshold,
-        )
+            """
+
+        params = [seed_ids, fact_type, budget, self.causal_weight_threshold]
+
+        try:
+            all_rows = await asyncio.wait_for(
+                conn.fetch(full_query, *params),
+                timeout=config.link_expansion_timeout,
+            )
+        except asyncio.TimeoutError:
+            logger.warning(
+                f"[LinkExpansion] Entity expansion timed out after {config.link_expansion_timeout}s "
+                f"for fact_type={fact_type}, falling back to semantic+causal only"
+            )
+            fallback_query = f"""
+                WITH {semantic_causal_cte}
+                SELECT * FROM semantic_expanded
+                UNION ALL
+                SELECT * FROM causal_expanded
+                """
+            all_rows = await conn.fetch(fallback_query, *params)
 
         entity_rows = [r for r in all_rows if r["source"] == "entity"]
         semantic_rows = [r for r in all_rows if r["source"] == "semantic"]
@@ -397,6 +438,33 @@ class LinkExpansionRetriever(GraphRetriever):
                 f"{len(source_ids_found)} source_memory_ids found"
             )
 
+        config = get_config()
+        ue = fq_table("unit_entities")
+        per_entity_limit = config.link_expansion_per_entity_limit
+
+        connected_sources_cte = f"""
+            source_entities AS (
+                SELECT DISTINCT ue_seed.entity_id
+                FROM seed_sources ss
+                JOIN {ue} ue_seed ON ue_seed.unit_id = ss.source_id
+            ),
+            connected_sources AS (
+                -- Find sources sharing entities with seed observation sources
+                -- via LATERAL-capped self-join (prevents hub entity fanout).
+                SELECT DISTINCT t.unit_id AS source_id
+                FROM source_entities se
+                CROSS JOIN LATERAL (
+                    SELECT ue_target.unit_id
+                    FROM {ue} ue_target
+                    WHERE ue_target.entity_id = se.entity_id
+                    ORDER BY ue_target.unit_id DESC
+                    LIMIT {per_entity_limit}
+                ) t
+                WHERE NOT EXISTS (
+                    SELECT 1 FROM seed_sources ss WHERE ss.source_id = t.unit_id
+                )
+            )"""
+
         entity_rows = await conn.fetch(
             f"""
             WITH seed_sources AS (
@@ -405,22 +473,14 @@ class LinkExpansionRetriever(GraphRetriever):
                 WHERE id = ANY($1::uuid[])
                   AND source_memory_ids IS NOT NULL
             ),
-            connected_sources AS (
-                -- Mirror the non-observation entity expansion: follow pre-bounded entity
-                -- links in memory_links (capped to MAX_LINKS_PER_ENTITY=50 at retain time).
-                -- Score = number of distinct shared entities, same as the non-obs path.
-                SELECT DISTINCT ml.to_unit_id AS source_id
-                FROM seed_sources ss
-                JOIN {fq_table("memory_links")} ml ON ml.from_unit_id = ss.source_id
-                WHERE ml.link_type = 'entity'
-            ),
+            {connected_sources_cte},
             connected_array AS (
                 SELECT array_agg(source_id) AS source_ids FROM connected_sources
             )
             SELECT
                 mu.id, mu.text, mu.context, mu.event_date, mu.occurred_start,
                 mu.occurred_end, mu.mentioned_at,
-                mu.fact_type, mu.document_id, mu.chunk_id, mu.tags,
+                mu.fact_type, mu.document_id, mu.chunk_id, mu.tags, mu.proof_count,
                 (SELECT COUNT(DISTINCT s) FROM unnest(mu.source_memory_ids) s WHERE s = ANY(ca.source_ids))::float AS score
             FROM {fq_table("memory_units")} mu, connected_array ca
             WHERE mu.fact_type = 'observation'
@@ -444,13 +504,13 @@ class LinkExpansionRetriever(GraphRetriever):
                 SELECT
                     id, text, context, event_date, occurred_start,
                     occurred_end, mentioned_at,
-                    fact_type, document_id, chunk_id, tags,
+                    fact_type, document_id, chunk_id, tags, proof_count,
                     MAX(weight) AS score,
                     'semantic'::text AS source
                 FROM (
                     SELECT mu.id, mu.text, mu.context, mu.event_date, mu.occurred_start,
                            mu.occurred_end, mu.mentioned_at, mu.fact_type, mu.document_id,
-                           mu.chunk_id, mu.tags, ml.weight
+                           mu.chunk_id, mu.tags, mu.proof_count, ml.weight
                     FROM {ml} ml JOIN {mu} mu ON mu.id = ml.to_unit_id
                     WHERE ml.from_unit_id = ANY($1::uuid[])
                       AND ml.link_type = 'semantic' AND mu.fact_type = 'observation'
@@ -458,21 +518,21 @@ class LinkExpansionRetriever(GraphRetriever):
                     UNION ALL
                     SELECT mu.id, mu.text, mu.context, mu.event_date, mu.occurred_start,
                            mu.occurred_end, mu.mentioned_at, mu.fact_type, mu.document_id,
-                           mu.chunk_id, mu.tags, ml.weight
+                           mu.chunk_id, mu.tags, mu.proof_count, ml.weight
                     FROM {ml} ml JOIN {mu} mu ON mu.id = ml.from_unit_id
                     WHERE ml.to_unit_id = ANY($1::uuid[])
                       AND ml.link_type = 'semantic' AND mu.fact_type = 'observation'
                       AND mu.id != ALL($1::uuid[])
                 ) sem_raw
                 GROUP BY id, text, context, event_date, occurred_start, occurred_end,
-                         mentioned_at, fact_type, document_id, chunk_id, tags
+                         mentioned_at, fact_type, document_id, chunk_id, tags, proof_count
                 ORDER BY score DESC LIMIT $2
             ),
             causal_expanded AS (
                 SELECT DISTINCT ON (mu.id)
                     mu.id, mu.text, mu.context, mu.event_date, mu.occurred_start,
                     mu.occurred_end, mu.mentioned_at, mu.fact_type, mu.document_id,
-                    mu.chunk_id, mu.tags, ml.weight AS score, 'causal'::text AS source
+                    mu.chunk_id, mu.tags, mu.proof_count, ml.weight AS score, 'causal'::text AS source
                 FROM {ml} ml JOIN {mu} mu ON ml.to_unit_id = mu.id
                 WHERE ml.from_unit_id = ANY($1::uuid[])
                   AND ml.link_type IN ('causes', 'caused_by', 'enables', 'prevents')

hindsight-api-slim/hindsight_api/engine/search/mpfp_retrieval.py

@@ -1,702 +0,0 @@
-"""
-Meta-Path Forward Push (MPFP) graph retrieval.
-
-A sublinear graph traversal algorithm for memory retrieval over heterogeneous
-graphs with multiple edge types (semantic, temporal, causal, entity).
-
-Combines meta-path patterns from HIN literature with Forward Push local
-propagation from Approximate PPR.
-
-Key properties:
-- Sublinear in graph size (threshold pruning bounds active nodes)
-- Lazy edge loading: only loads edges for frontier nodes, not entire graph
-- Predefined patterns capture different retrieval intents
-- All patterns run in parallel, results fused via RRF
-- No LLM in the loop during traversal
-"""
-
-import asyncio
-import logging
-from collections import defaultdict
-from dataclasses import dataclass, field
-
-from ..db_utils import acquire_with_retry
-from ..memory_engine import fq_table
-from .graph_retrieval import GraphRetriever
-from .tags import TagGroup, TagsMatch
-from .types import MPFPTimings, RetrievalResult
-
-logger = logging.getLogger(__name__)
-
-
-# -----------------------------------------------------------------------------
-# Data Classes
-# -----------------------------------------------------------------------------
-
-
-@dataclass
-class EdgeTarget:
-    """A neighbor node with its edge weight."""
-
-    node_id: str
-    weight: float
-
-
-@dataclass
-class EdgeCache:
-    """
-    Cache for lazily-loaded edges.
-
-    Grows per-hop as edges are loaded for frontier nodes.
-    Shared across patterns to avoid redundant loads.
-    Loads ALL edge types at once to minimize DB queries.
-    Thread-safe via asyncio lock to prevent redundant concurrent loads.
-    """
-
-    # edge_type -> from_node_id -> list of EdgeTarget
-    graphs: dict[str, dict[str, list[EdgeTarget]]] = field(default_factory=dict)
-    # Track which nodes have been fully loaded (all edge types)
-    _fully_loaded: set[str] = field(default_factory=set)
-    # Timing stats
-    db_queries: int = 0
-    edge_load_time: float = 0.0
-    # Detailed hop timing for debugging
-    hop_details: list[dict] = field(default_factory=list)
-    # Lock to prevent redundant concurrent loads
-    _lock: asyncio.Lock = field(default_factory=asyncio.Lock)
-
-    def get_neighbors(self, edge_type: str, node_id: str) -> list[EdgeTarget]:
-        """Get neighbors for a node via a specific edge type."""
-        return self.graphs.get(edge_type, {}).get(node_id, [])
-
-    def get_normalized_neighbors(self, edge_type: str, node_id: str, top_k: int) -> list[EdgeTarget]:
-        """Get top-k neighbors with weights normalized to sum to 1."""
-        neighbors = self.get_neighbors(edge_type, node_id)[:top_k]
-        if not neighbors:
-            return []
-
-        total = sum(n.weight for n in neighbors)
-        if total == 0:
-            return []
-
-        return [EdgeTarget(node_id=n.node_id, weight=n.weight / total) for n in neighbors]
-
-    def is_fully_loaded(self, node_id: str) -> bool:
-        """Check if all edges for this node have been loaded."""
-        return node_id in self._fully_loaded
-
-    def get_uncached(self, node_ids: list[str]) -> list[str]:
-        """Get node IDs that haven't been fully loaded yet."""
-        return [n for n in node_ids if not self.is_fully_loaded(n)]
-
-    def add_all_edges(self, edges_by_type: dict[str, dict[str, list[EdgeTarget]]], all_queried: list[str]):
-        """
-        Add loaded edges to the cache (all edge types at once).
-
-        Args:
-            edges_by_type: Dict mapping edge_type -> from_node_id -> list of EdgeTarget
-            all_queried: All node IDs that were queried (marks them as fully loaded)
-        """
-        for edge_type, edges in edges_by_type.items():
-            if edge_type not in self.graphs:
-                self.graphs[edge_type] = {}
-            for node_id, neighbors in edges.items():
-                self.graphs[edge_type][node_id] = neighbors
-
-        # Mark all queried nodes as fully loaded (even if they have no edges)
-        self._fully_loaded.update(all_queried)
-
-
-@dataclass
-class PatternResult:
-    """Result from a single pattern traversal."""
-
-    pattern: list[str]
-    scores: dict[str, float]  # node_id -> accumulated mass
-
-
-@dataclass
-class MPFPConfig:
-    """Configuration for MPFP algorithm."""
-
-    alpha: float = 0.15  # teleport/keep probability
-    threshold: float = 1e-6  # mass pruning threshold (lower = explore more)
-    top_k_neighbors: int = 20  # fan-out limit per node
-
-    # Patterns from semantic seeds
-    patterns_semantic: list[list[str]] = field(
-        default_factory=lambda: [
-            ["semantic", "semantic"],  # topic expansion
-            ["entity", "temporal"],  # entity timeline
-            ["semantic", "causes"],  # reasoning chains (forward)
-            ["semantic", "caused_by"],  # reasoning chains (backward)
-            ["entity", "semantic"],  # entity context
-        ]
-    )
-
-    # Patterns from temporal seeds
-    patterns_temporal: list[list[str]] = field(
-        default_factory=lambda: [
-            ["temporal", "semantic"],  # what was happening then
-            ["temporal", "entity"],  # who was involved then
-        ]
-    )
-
-
-@dataclass
-class SeedNode:
-    """An entry point node with its initial score."""
-
-    node_id: str
-    score: float  # initial mass (e.g., similarity score)
-
-
-# -----------------------------------------------------------------------------
-# Lazy Edge Loading
-# -----------------------------------------------------------------------------
-
-
-async def load_all_edges_for_frontier(
-    pool,
-    node_ids: list[str],
-    top_k_per_type: int = 20,
-) -> dict[str, dict[str, list[EdgeTarget]]]:
-    """
-    Load top-k edges per (node, edge_type) for frontier nodes.
-
-    Uses a LATERAL join to efficiently fetch only the top-k edges per type,
-    avoiding loading hundreds of entity edges when only 20 are needed.
-
-    Requires composite index: (from_unit_id, link_type, weight DESC)
-
-    Args:
-        pool: Database connection pool
-        node_ids: Frontier node IDs to load edges for
-        top_k_per_type: Max edges to load per (node, link_type) pair
-
-    Returns:
-        Dict mapping edge_type -> from_node_id -> list of EdgeTarget
-    """
-    if not node_ids:
-        return {}
-
-    async with acquire_with_retry(pool) as conn:
-        # Use LATERAL join to get top-k per (from_node, link_type)
-        # This leverages the composite index for efficient early termination
-        rows = await conn.fetch(
-            f"""
-            WITH frontier(node_id) AS (SELECT unnest($1::uuid[]))
-            SELECT f.node_id as from_unit_id, lt.link_type, edges.to_unit_id, edges.weight
-            FROM frontier f
-            CROSS JOIN (VALUES ('semantic'), ('temporal'), ('entity'), ('causes'), ('caused_by')) AS lt(link_type)
-            CROSS JOIN LATERAL (
-                SELECT ml.to_unit_id, ml.weight
-                FROM {fq_table("memory_links")} ml
-                WHERE ml.from_unit_id = f.node_id
-                  AND ml.link_type = lt.link_type
-                  AND ml.weight >= 0.1
-                ORDER BY ml.weight DESC
-                LIMIT $2
-            ) edges
-            """,
-            node_ids,
-            top_k_per_type,
-        )
-
-    # Group by edge_type -> from_node -> neighbors
-    result: dict[str, dict[str, list[EdgeTarget]]] = defaultdict(lambda: defaultdict(list))
-    for row in rows:
-        edge_type = row["link_type"]
-        from_id = str(row["from_unit_id"])
-        to_id = str(row["to_unit_id"])
-        weight = row["weight"]
-        result[edge_type][from_id].append(EdgeTarget(node_id=to_id, weight=weight))
-
-    # Convert nested defaultdicts to regular dicts
-    return {edge_type: dict(edges) for edge_type, edges in result.items()}
-
-
-# -----------------------------------------------------------------------------
-# Core Algorithm (Async with Lazy Loading)
-# -----------------------------------------------------------------------------
-
-
-@dataclass
-class PatternState:
-    """State for a pattern traversal between hops."""
-
-    pattern: list[str]
-    hop_index: int
-    scores: dict[str, float]
-    frontier: dict[str, float]
-
-
-def _init_pattern_state(seeds: list[SeedNode], pattern: list[str]) -> PatternState:
-    """Initialize pattern state from seeds."""
-    if not seeds:
-        return PatternState(pattern=pattern, hop_index=0, scores={}, frontier={})
-
-    total_seed_score = sum(s.score for s in seeds)
-    if total_seed_score == 0:
-        total_seed_score = len(seeds)
-
-    frontier = {s.node_id: s.score / total_seed_score for s in seeds}
-    return PatternState(pattern=pattern, hop_index=0, scores={}, frontier=frontier)
-
-
-def _execute_hop(state: PatternState, cache: EdgeCache, config: MPFPConfig) -> set[str]:
-    """
-    Execute ONE hop of traversal, return frontier nodes for next hop.
-
-    This is a pure function that uses cached edges (no DB access).
-    Returns set of uncached nodes needed for next hop.
-    """
-    if state.hop_index >= len(state.pattern):
-        return set()
-
-    edge_type = state.pattern[state.hop_index]
-
-    # Collect active nodes above threshold
-    active_nodes = [node_id for node_id, mass in state.frontier.items() if mass >= config.threshold]
-    if not active_nodes:
-        state.frontier = {}
-        return set()
-
-    # Propagate mass using cached edges
-    next_frontier: dict[str, float] = {}
-    uncached_for_next: set[str] = set()
-
-    for node_id, mass in state.frontier.items():
-        if mass < config.threshold:
-            continue
-
-        # Keep α portion for this node
-        state.scores[node_id] = state.scores.get(node_id, 0) + config.alpha * mass
-
-        # Push (1-α) to neighbors
-        push_mass = (1 - config.alpha) * mass
-        neighbors = cache.get_normalized_neighbors(edge_type, node_id, config.top_k_neighbors)
-
-        for neighbor in neighbors:
-            next_frontier[neighbor.node_id] = next_frontier.get(neighbor.node_id, 0) + push_mass * neighbor.weight
-            # Track if we'll need edges for this node in the next hop
-            if not cache.is_fully_loaded(neighbor.node_id):
-                uncached_for_next.add(neighbor.node_id)
-
-    state.frontier = next_frontier
-    state.hop_index += 1
-
-    return uncached_for_next
-
-
-def _finalize_pattern(state: PatternState, config: MPFPConfig) -> PatternResult:
-    """Finalize pattern by adding remaining frontier mass to scores."""
-    for node_id, mass in state.frontier.items():
-        if mass >= config.threshold:
-            state.scores[node_id] = state.scores.get(node_id, 0) + mass
-
-    return PatternResult(pattern=state.pattern, scores=state.scores)
-
-
-async def mpfp_traverse_hop_synchronized(
-    pool,
-    pattern_jobs: list[tuple[list[SeedNode], list[str]]],
-    config: MPFPConfig,
-    cache: EdgeCache,
-) -> list[PatternResult]:
-    """
-    Execute ALL patterns with hop-synchronized edge loading.
-
-    Instead of running each pattern independently (causing multiple DB queries),
-    this function:
-    1. Runs hop 1 for ALL patterns (using pre-warmed seed edges)
-    2. Collects ALL unique hop-2 frontier nodes across patterns
-    3. Pre-warms hop-2 edges in ONE query
-    4. Runs hop 2 for ALL patterns
-
-    This reduces DB queries from O(patterns * hops) to O(hops).
-
-    Args:
-        pool: Database connection pool
-        pattern_jobs: List of (seeds, pattern) tuples
-        config: Algorithm parameters
-        cache: Shared edge cache (should be pre-warmed with seed edges)
-
-    Returns:
-        List of PatternResult for each pattern
-    """
-    import time
-
-    # Initialize all pattern states
-    states = [_init_pattern_state(seeds, pattern) for seeds, pattern in pattern_jobs]
-
-    # Determine max hops (all patterns should be same length, but be safe)
-    max_hops = max((len(p) for _, p in pattern_jobs), default=0)
-
-    # Detailed timing for debugging
-    hop_times: list[dict] = []
-
-    # Execute hop-by-hop across ALL patterns
-    for hop in range(max_hops):
-        hop_start = time.time()
-        hop_timing = {"hop": hop, "patterns_executed": 0, "uncached_count": 0, "load_time": 0.0}
-
-        # Execute this hop for all patterns, collect uncached nodes for next hop
-        all_uncached: set[str] = set()
-        exec_start = time.time()
-        for state in states:
-            if state.hop_index < len(state.pattern):
-                uncached = _execute_hop(state, cache, config)
-                all_uncached.update(uncached)
-                hop_timing["patterns_executed"] += 1
-        hop_timing["exec_time"] = time.time() - exec_start
-
-        # Pre-warm edges for ALL uncached nodes before next hop
-        hop_timing["uncached_count"] = len(all_uncached)
-        if all_uncached:
-            uncached_list = list(all_uncached - cache._fully_loaded)
-            hop_timing["uncached_after_filter"] = len(uncached_list)
-            if uncached_list:
-                load_start = time.time()
-                edges_by_type = await load_all_edges_for_frontier(pool, uncached_list, config.top_k_neighbors)
-                hop_timing["load_time"] = time.time() - load_start
-                cache.edge_load_time += hop_timing["load_time"]
-                cache.db_queries += 1
-                cache.add_all_edges(edges_by_type, uncached_list)
-                hop_timing["edges_loaded"] = sum(
-                    len(neighbors) for edges in edges_by_type.values() for neighbors in edges.values()
-                )
-
-        hop_timing["total_time"] = time.time() - hop_start
-        hop_times.append(hop_timing)
-
-    # Store hop timing details in cache for logging
-    cache.hop_details = hop_times
-
-    # Finalize all patterns
-    return [_finalize_pattern(state, config) for state in states]
-
-
-async def mpfp_traverse_async(
-    pool,
-    seeds: list[SeedNode],
-    pattern: list[str],
-    config: MPFPConfig,
-    cache: EdgeCache,
-) -> PatternResult:
-    """
-    Async Forward Push traversal with lazy edge loading.
-
-    NOTE: For better performance with multiple patterns, use mpfp_traverse_hop_synchronized().
-    This function is kept for single-pattern use cases.
-    """
-    if not seeds:
-        return PatternResult(pattern=pattern, scores={})
-
-    results = await mpfp_traverse_hop_synchronized(pool, [(seeds, pattern)], config, cache)
-    return results[0] if results else PatternResult(pattern=pattern, scores={})
-
-
-def rrf_fusion(
-    results: list[PatternResult],
-    k: int = 60,
-    top_k: int = 50,
-) -> list[tuple[str, float]]:
-    """
-    Reciprocal Rank Fusion to combine pattern results.
-
-    Args:
-        results: List of pattern results
-        k: RRF constant (higher = more uniform weighting)
-        top_k: Number of results to return
-
-    Returns:
-        List of (node_id, fused_score) tuples, sorted by score descending
-    """
-    fused: dict[str, float] = {}
-
-    for result in results:
-        if not result.scores:
-            continue
-
-        # Rank nodes by their score in this pattern
-        ranked = sorted(result.scores.keys(), key=lambda n: result.scores[n], reverse=True)
-
-        for rank, node_id in enumerate(ranked):
-            fused[node_id] = fused.get(node_id, 0) + 1.0 / (k + rank + 1)
-
-    # Sort by fused score and return top-k
-    sorted_results = sorted(fused.items(), key=lambda x: x[1], reverse=True)
-
-    return sorted_results[:top_k]
-
-
-# -----------------------------------------------------------------------------
-# Database Loading
-# -----------------------------------------------------------------------------
-
-
-async def fetch_memory_units_by_ids(
-    pool,
-    node_ids: list[str],
-    fact_type: str,
-) -> list[RetrievalResult]:
-    """Fetch full memory unit details for a list of node IDs."""
-    if not node_ids:
-        return []
-
-    async with acquire_with_retry(pool) as conn:
-        rows = await conn.fetch(
-            f"""
-            SELECT id, text, context, event_date, occurred_start, occurred_end,
-                   mentioned_at, fact_type, document_id, chunk_id, tags
-            FROM {fq_table("memory_units")}
-            WHERE id = ANY($1::uuid[])
-              AND fact_type = $2
-            """,
-            node_ids,
-            fact_type,
-        )
-
-    return [RetrievalResult.from_db_row(dict(r)) for r in rows]
-
-
-# -----------------------------------------------------------------------------
-# Graph Retriever Implementation
-# -----------------------------------------------------------------------------
-
-
-class MPFPGraphRetriever(GraphRetriever):
-    """
-    Graph retrieval using Meta-Path Forward Push with lazy edge loading.
-
-    Runs predefined patterns in parallel from semantic and temporal seeds,
-    loading edges on-demand per hop instead of loading entire graph upfront.
-    """
-
-    def __init__(self, config: MPFPConfig | None = None):
-        """
-        Initialize MPFP retriever.
-
-        Args:
-            config: Algorithm configuration (uses defaults if None)
-        """
-        if config is None:
-            # Read top_k_neighbors from global config
-            from ...config import get_config
-
-            global_config = get_config()
-            config = MPFPConfig(top_k_neighbors=global_config.mpfp_top_k_neighbors)
-        self.config = config
-
-    @property
-    def name(self) -> str:
-        return "mpfp"
-
-    async def retrieve(
-        self,
-        pool,
-        query_embedding_str: str,
-        bank_id: str,
-        fact_type: str,
-        budget: int,
-        query_text: str | None = None,
-        semantic_seeds: list[RetrievalResult] | None = None,
-        temporal_seeds: list[RetrievalResult] | None = None,
-        adjacency=None,  # Ignored - kept for interface compatibility
-        tags: list[str] | None = None,
-        tags_match: TagsMatch = "any",
-        tag_groups: list[TagGroup] | None = None,
-    ) -> tuple[list[RetrievalResult], MPFPTimings | None]:
-        """
-        Retrieve facts using MPFP algorithm with lazy edge loading.
-
-        Args:
-            pool: Database connection pool
-            query_embedding_str: Query embedding (used for fallback seed finding)
-            bank_id: Memory bank ID
-            fact_type: Fact type to filter
-            budget: Maximum results to return
-            query_text: Original query text (optional)
-            semantic_seeds: Pre-computed semantic entry points
-            temporal_seeds: Pre-computed temporal entry points
-            adjacency: Ignored (kept for interface compatibility)
-            tags: Optional list of tags for visibility filtering (OR matching)
-
-        Returns:
-            Tuple of (List of RetrievalResult with activation scores, MPFPTimings)
-        """
-        import time
-
-        timings = MPFPTimings(fact_type=fact_type)
-
-        # Convert seeds to SeedNode format
-        semantic_seed_nodes = self._convert_seeds(semantic_seeds, "similarity")
-        temporal_seed_nodes = self._convert_seeds(temporal_seeds, "temporal_score")
-
-        # If no semantic seeds provided, fall back to finding our own
-        if not semantic_seed_nodes:
-            seeds_start = time.time()
-            semantic_seed_nodes = await self._find_semantic_seeds(
-                pool,
-                query_embedding_str,
-                bank_id,
-                fact_type,
-                tags=tags,
-                tags_match=tags_match,
-                tag_groups=tag_groups,
-            )
-            timings.seeds_time = time.time() - seeds_start
-            logger.debug(
-                f"[MPFP] Found {len(semantic_seed_nodes)} semantic seeds for fact_type={fact_type} (tags={tags}, tags_match={tags_match})"
-            )
-
-        # Collect all pattern jobs
-        pattern_jobs = []
-
-        # Patterns from semantic seeds
-        for pattern in self.config.patterns_semantic:
-            if semantic_seed_nodes:
-                pattern_jobs.append((semantic_seed_nodes, pattern))
-
-        # Patterns from temporal seeds
-        for pattern in self.config.patterns_temporal:
-            if temporal_seed_nodes:
-                pattern_jobs.append((temporal_seed_nodes, pattern))
-
-        if not pattern_jobs:
-            logger.debug(
-                f"[MPFP] No pattern jobs (semantic_seeds={len(semantic_seed_nodes)}, temporal_seeds={len(temporal_seed_nodes)})"
-            )
-            return [], timings
-
-        timings.pattern_count = len(pattern_jobs)
-
-        # Shared edge cache across all patterns
-        cache = EdgeCache()
-
-        # Pre-warm cache with ALL seed node edges BEFORE running patterns
-        # This prevents redundant DB queries at hop 1
-        all_seed_ids = list({s.node_id for seeds, _ in pattern_jobs for s in seeds})
-        if all_seed_ids:
-            import time as time_module
-
-            prewarm_start = time_module.time()
-            edges_by_type = await load_all_edges_for_frontier(pool, all_seed_ids, self.config.top_k_neighbors)
-            cache.edge_load_time += time_module.time() - prewarm_start
-            cache.db_queries += 1
-            cache.add_all_edges(edges_by_type, all_seed_ids)
-
-        # Run all patterns with HOP-SYNCHRONIZED edge loading
-        # This batches hop-2 edge loads across ALL patterns into ONE query
-        # Reduces DB queries from O(patterns * hops) to O(hops)
-        step_start = time.time()
-        pattern_results = await mpfp_traverse_hop_synchronized(pool, pattern_jobs, self.config, cache)
-        timings.traverse = time.time() - step_start
-
-        # Record edge loading stats from cache
-        timings.edge_count = sum(len(neighbors) for g in cache.graphs.values() for neighbors in g.values())
-        timings.db_queries = cache.db_queries
-        timings.edge_load_time = cache.edge_load_time
-        timings.hop_details = cache.hop_details
-
-        # Fuse results
-        step_start = time.time()
-        fused = rrf_fusion(pattern_results, top_k=budget)
-        timings.fusion = time.time() - step_start
-
-        if not fused:
-            logger.debug(f"[MPFP] No fused results after RRF fusion (pattern_count={len(pattern_results)})")
-            return [], timings
-
-        # Get top result IDs
-        result_ids = [node_id for node_id, score in fused][:budget]
-
-        # Fetch full details
-        step_start = time.time()
-        results = await fetch_memory_units_by_ids(pool, result_ids, fact_type)
-        timings.fetch = time.time() - step_start
-
-        # Filter results by tags (graph traversal may have picked up unfiltered memories)
-        if tags:
-            from .tags import filter_results_by_tags
-
-            results = filter_results_by_tags(results, tags, match=tags_match)
-
-        # Apply compound tag group filtering (post-traversal)
-        if tag_groups:
-            from .tags import filter_results_by_tag_groups
-
-            results = filter_results_by_tag_groups(results, tag_groups)
-
-        timings.result_count = len(results)
-
-        # Add activation scores from fusion
-        score_map = {node_id: score for node_id, score in fused}
-        for result in results:
-            result.activation = score_map.get(result.id, 0.0)
-
-        # Sort by activation
-        results.sort(key=lambda r: r.activation or 0, reverse=True)
-
-        return results, timings
-
-    def _convert_seeds(
-        self,
-        seeds: list[RetrievalResult] | None,
-        score_attr: str,
-    ) -> list[SeedNode]:
-        """Convert RetrievalResult seeds to SeedNode format."""
-        if not seeds:
-            return []
-
-        result = []
-        for seed in seeds:
-            score = getattr(seed, score_attr, None)
-            if score is None:
-                score = seed.activation or seed.similarity or 1.0
-            result.append(SeedNode(node_id=seed.id, score=score))
-
-        return result
-
-    async def _find_semantic_seeds(
-        self,
-        pool,
-        query_embedding_str: str,
-        bank_id: str,
-        fact_type: str,
-        limit: int = 20,
-        threshold: float = 0.3,
-        tags: list[str] | None = None,
-        tags_match: TagsMatch = "any",
-        tag_groups: list[TagGroup] | None = None,
-    ) -> list[SeedNode]:
-        """Fallback: find semantic seeds via embedding search."""
-        from .tags import build_tag_groups_where_clause, build_tags_where_clause_simple
-
-        tags_clause = build_tags_where_clause_simple(tags, 6, match=tags_match)
-        tag_groups_param_start = 6 + (1 if tags else 0)
-        groups_clause, groups_params, _ = build_tag_groups_where_clause(tag_groups, tag_groups_param_start)
-        params = [query_embedding_str, bank_id, fact_type, threshold, limit]
-        if tags:
-            params.append(tags)
-        params.extend(groups_params)
-
-        async with acquire_with_retry(pool) as conn:
-            rows = await conn.fetch(
-                f"""
-                SELECT id, 1 - (embedding <=> $1::vector) AS similarity
-                FROM {fq_table("memory_units")}
-                WHERE bank_id = $2
-                  AND embedding IS NOT NULL
-                  AND fact_type = $3
-                  AND (1 - (embedding <=> $1::vector)) >= $4
-                  {tags_clause}
-                  {groups_clause}
-                ORDER BY embedding <=> $1::vector
-                LIMIT $5
-                """,
-                *params,
-            )
-
-        return [SeedNode(node_id=str(r["id"]), score=r["similarity"]) for r in rows]

hindsight-api-slim/hindsight_api/engine/search/reranking.py

@@ -2,6 +2,7 @@
 Cross-encoder neural reranking for search results.
 """
 
+import math
 from datetime import datetime, timezone
 
 from .types import MergedCandidate, ScoredResult
@@ -13,6 +14,7 @@ UTC = timezone.utc
 # so the max combined boost is (1 + alpha/2)^2 ≈ +21% and min is (1 - alpha/2)^2 ≈ -19%.
 _RECENCY_ALPHA: float = 0.2
 _TEMPORAL_ALPHA: float = 0.2
+_PROOF_COUNT_ALPHA: float = 0.1  # Conservative: max ±5% for evidence strength
 
 
 def apply_combined_scoring(
@@ -20,28 +22,40 @@ def apply_combined_scoring(
     now: datetime,
     recency_alpha: float = _RECENCY_ALPHA,
     temporal_alpha: float = _TEMPORAL_ALPHA,
+    proof_count_alpha: float = _PROOF_COUNT_ALPHA,
 ) -> None:
     """Apply combined scoring to a list of ScoredResults in-place.
 
-    Uses the cross-encoder score as the primary relevance signal, with recency
-    and temporal proximity applied as multiplicative boosts. This ensures the
-    influence of these secondary signals is always proportional to the base
-    relevance score, regardless of the cross-encoder model's score calibration.
+    Uses the cross-encoder score as the primary relevance signal, with recency,
+    temporal proximity, and proof count applied as multiplicative boosts. This
+    ensures the influence of these secondary signals is always proportional to
+    the base relevance score, regardless of the cross-encoder model's score
+    calibration.
 
     Formula::
 
-        recency_boost  = 1 + recency_alpha  * (recency  - 0.5)   # in [1-α/2, 1+α/2]
-        temporal_boost = 1 + temporal_alpha * (temporal - 0.5)   # in [1-α/2, 1+α/2]
-        combined_score = cross_encoder_score_normalized * recency_boost * temporal_boost
+        recency_boost     = 1 + recency_alpha     * (recency     - 0.5)   # in [1-α/2, 1+α/2]
+        temporal_boost    = 1 + temporal_alpha    * (temporal    - 0.5)   # in [1-α/2, 1+α/2]
+        proof_count_boost = 1 + proof_count_alpha * (proof_norm  - 0.5)   # in [1-α/2, 1+α/2]
+        combined_score    = CE_normalized * recency_boost * temporal_boost * proof_count_boost
+
+    proof_norm maps proof_count using a smooth logarithmic curve centered at 0.5,
+    clamped to [0, 1]:
+      proof_count=1 → 0.5 + 0 = 0.5 (neutral multiplier)
+      proof_count=150 → clamped to 1.0 (max +5% boost)
 
     Temporal proximity is treated as neutral (0.5) when not set by temporal retrieval,
     so temporal_boost collapses to 1.0 for non-temporal queries.
 
+    Proof count is treated as neutral (0.5) when not available (non-observation facts),
+    so proof_count_boost collapses to 1.0 for world/experience/opinion facts.
+
     Args:
         scored_results: Results from the cross-encoder reranker. Mutated in place.
         now: Current UTC datetime for recency calculation.
         recency_alpha: Max relative recency adjustment (default 0.2 → ±10%).
         temporal_alpha: Max relative temporal adjustment (default 0.2 → ±10%).
+        proof_count_alpha: Max relative proof count adjustment (default 0.1 → ±5%).
     """
     if now.tzinfo is None:
         now = now.replace(tzinfo=UTC)
@@ -59,13 +73,23 @@ def apply_combined_scoring(
         # Temporal proximity: meaningful only for temporal queries; neutral otherwise.
         sr.temporal = sr.retrieval.temporal_proximity if sr.retrieval.temporal_proximity is not None else 0.5
 
+        # Proof count: log-normalized evidence strength; neutral for non-observations.
+        proof_count = sr.retrieval.proof_count
+        if proof_count is not None and proof_count >= 1:
+            # Clamp to [0, 1] so extreme counts stay within documented ±5% range
+            proof_norm = min(1.0, max(0.0, 0.5 + (math.log(proof_count) / 10.0)))
+        else:
+            # Neutral baseline is precisely 0.5, ensuring neutral multiplier (1.0)
+            proof_norm = 0.5
+
         # RRF: kept at 0.0 for trace continuity but excluded from scoring.
         # RRF is batch-relative (min-max normalised) and redundant after reranking.
         sr.rrf_normalized = 0.0
 
         recency_boost = 1.0 + recency_alpha * (sr.recency - 0.5)
         temporal_boost = 1.0 + temporal_alpha * (sr.temporal - 0.5)
-        sr.combined_score = sr.cross_encoder_score_normalized * recency_boost * temporal_boost
+        proof_count_boost = 1.0 + proof_count_alpha * (proof_norm - 0.5)
+        sr.combined_score = sr.cross_encoder_score_normalized * recency_boost * temporal_boost * proof_count_boost
         sr.weight = sr.combined_score
 
 
@@ -153,6 +177,8 @@ class CrossEncoderReranker:
 
         # Normalize scores using sigmoid to [0, 1] range
         # Cross-encoder returns logits which can be negative
+        import math
+
         import numpy as np
 
         def sigmoid(x):
@@ -163,11 +189,20 @@ class CrossEncoderReranker:
         # Create ScoredResult objects with cross-encoder scores
         scored_results = []
         for candidate, raw_score, norm_score in zip(candidates, scores, normalized_scores):
+            # Sanitize NaN scores (cross-encoder can return NaN for certain inputs).
+            # NaN propagates through all downstream scoring and Pydantic serializes
+            # NaN as JSON null, which breaks clients expecting numeric values.
+            raw = float(raw_score)
+            norm = float(norm_score)
+            if math.isnan(raw):
+                raw = 0.0
+            if math.isnan(norm):
+                norm = 0.0
             scored_result = ScoredResult(
                 candidate=candidate,
-                cross_encoder_score=float(raw_score),
-                cross_encoder_score_normalized=float(norm_score),
-                weight=float(norm_score),  # Initial weight is just cross-encoder score
+                cross_encoder_score=raw,
+                cross_encoder_score_normalized=norm,
+                weight=norm,  # Initial weight is just cross-encoder score
             )
             scored_results.append(scored_result)
 

hindsight-api-slim/hindsight_api/engine/search/retrieval.py

@@ -10,6 +10,7 @@ Implements:
 
 import asyncio
 import logging
+import re
 from dataclasses import dataclass, field
 from datetime import UTC, datetime
 from typing import Optional
@@ -17,15 +18,23 @@ from typing import Optional
 from ...config import get_config
 from ..db_utils import acquire_with_retry
 from ..memory_engine import fq_table
-from .graph_retrieval import BFSGraphRetriever, GraphRetriever
+from .graph_retrieval import GraphRetriever
 from .link_expansion_retrieval import LinkExpansionRetriever
-from .mpfp_retrieval import MPFPGraphRetriever
 from .tags import TagGroup, TagsMatch, build_tag_groups_where_clause, build_tags_where_clause_simple
-from .types import MPFPTimings, RetrievalResult
+from .types import GraphRetrievalTimings, RetrievalResult
 
 logger = logging.getLogger(__name__)
 
 
+def tokenize_query(query_text: str) -> list[str]:
+    """Normalize query text and split into BM25 tokens.
+
+    Strips punctuation, lowercases, and splits on whitespace.
+    Returns an empty list when the query contains no word characters.
+    """
+    return re.sub(r"[^\w\s]", " ", query_text.lower()).split()
+
+
 @dataclass
 class ParallelRetrievalResult:
     """Result from parallel retrieval across all methods."""
@@ -36,7 +45,9 @@ class ParallelRetrievalResult:
     temporal: list[RetrievalResult] | None
     timings: dict[str, float] = field(default_factory=dict)
     temporal_constraint: tuple | None = None  # (start_date, end_date)
-    mpfp_timings: list[MPFPTimings] = field(default_factory=list)  # MPFP sub-step timings per fact type
+    graph_timings: list[GraphRetrievalTimings] = field(
+        default_factory=list
+    )  # Graph retrieval sub-step timings per fact type
     max_conn_wait: float = 0.0  # Maximum connection acquisition wait time across all methods
 
 
@@ -62,15 +73,7 @@ def get_default_graph_retriever() -> GraphRetriever:
     if _default_graph_retriever is None:
         config = get_config()
         retriever_type = config.graph_retriever.lower()
-        if retriever_type == "mpfp":
-            _default_graph_retriever = MPFPGraphRetriever()
-            logger.info(
-                f"Using MPFP graph retriever (top_k_neighbors={_default_graph_retriever.config.top_k_neighbors})"
-            )
-        elif retriever_type == "bfs":
-            _default_graph_retriever = BFSGraphRetriever()
-            logger.info("Using BFS graph retriever")
-        elif retriever_type == "link_expansion":
+        if retriever_type == "link_expansion":
             _default_graph_retriever = LinkExpansionRetriever()
             logger.info("Using LinkExpansion graph retriever")
         else:
@@ -129,30 +132,31 @@ async def retrieve_semantic_bm25_combined(
     Returns:
         Dict mapping fact_type -> (semantic_results, bm25_results)
     """
-    import re
-
     result_dict: dict[str, tuple[list[RetrievalResult], list[RetrievalResult]]] = {ft: ([], []) for ft in fact_types}
 
-    sanitized_text = re.sub(r"[^\w\s]", " ", query_text.lower())
-    tokens = [token for token in sanitized_text.split() if token]
+    tokens = tokenize_query(query_text)
 
     # Over-fetch for HNSW approximation; semantic results trimmed to limit in Python.
     hnsw_fetch = max(limit * 5, 100)
 
     cols = (
         "id, text, context, event_date, occurred_start, occurred_end, mentioned_at, "
-        "fact_type, document_id, chunk_id, tags"
+        "fact_type, document_id, chunk_id, tags, metadata, proof_count"
     )
     table = fq_table("memory_units")
 
     # --- Parameter layout ---
     # $1 = query_emb_str  (semantic arms)
     # $2 = bank_id
-    # $3 = limit          (BM25 LIMIT; semantic uses inlined hnsw_fetch literal)
-    # $4 = bm25_text      (only when tokens present)
-    # $N = tags           (N=4 when no tokens, N=5 when tokens present)
-    # $M+ = tag_groups params (one per leaf, starting after tags param)
-    tags_param_idx = 5 if tokens else 4
+    # When tokens present:
+    #   $3 = limit          (BM25 LIMIT; semantic uses inlined hnsw_fetch literal)
+    #   $4 = bm25_text
+    #   $5 = tags           (if present)
+    #   $6+ = tag_groups params (one per leaf)
+    # When no tokens ($3 is skipped — not included in params to avoid type inference gap):
+    #   $3 = tags           (if present)
+    #   $4+ = tag_groups params (one per leaf)
+    tags_param_idx = 5 if tokens else 3
     tags_clause = build_tags_where_clause_simple(tags, tags_param_idx, match=tags_match)
 
     # tag_groups params start immediately after the tags param slot
@@ -222,9 +226,10 @@ async def retrieve_semantic_bm25_combined(
 
     query = "\nUNION ALL\n".join(arms)
 
-    params: list = [query_emb_str, bank_id, limit]
+    params: list = [query_emb_str, bank_id]
     if tokens:
-        params.append(bm25_text_param)
+        params.append(limit)  # $3: BM25 LIMIT (only referenced when tokens are present)
+        params.append(bm25_text_param)  # $4
     if tags:
         params.append(tags)
     params.extend(groups_params)
@@ -331,7 +336,7 @@ async def retrieve_temporal_combined(
               {groups_clause}
         ),
         sim_ranked AS (
-            SELECT mu.id, mu.text, mu.context, mu.event_date, mu.occurred_start, mu.occurred_end, mu.mentioned_at, mu.fact_type, mu.document_id, mu.chunk_id, mu.tags,
+            SELECT mu.id, mu.text, mu.context, mu.event_date, mu.occurred_start, mu.occurred_end, mu.mentioned_at, mu.fact_type, mu.proof_count, mu.document_id, mu.chunk_id, mu.tags, mu.metadata,
                    1 - (mu.embedding <=> $1::vector) AS similarity,
                    ROW_NUMBER() OVER (PARTITION BY mu.fact_type ORDER BY mu.embedding <=> $1::vector) AS sim_rn
             FROM date_ranked dr
@@ -339,7 +344,7 @@ async def retrieve_temporal_combined(
             WHERE dr.rn <= 50
               AND (1 - (mu.embedding <=> $1::vector)) >= $6
         )
-        SELECT id, text, context, event_date, occurred_start, occurred_end, mentioned_at, fact_type, document_id, chunk_id, tags, similarity
+        SELECT id, text, context, event_date, occurred_start, occurred_end, mentioned_at, fact_type, proof_count, document_id, chunk_id, tags, metadata, similarity
         FROM sim_ranked
         WHERE sim_rn <= 10
         """,
@@ -437,7 +442,7 @@ async def retrieve_temporal_combined(
             # bank_id on memory_units lets the planner use idx_memory_units_bank_fact_type.
             neighbors = await conn.fetch(
                 f"""
-                SELECT src.from_unit_id, mu.id, mu.text, mu.context, mu.event_date, mu.occurred_start, mu.occurred_end, mu.mentioned_at, mu.fact_type, mu.document_id, mu.chunk_id, mu.tags,
+                SELECT src.from_unit_id, mu.id, mu.text, mu.context, mu.event_date, mu.occurred_start, mu.occurred_end, mu.mentioned_at, mu.fact_type, mu.document_id, mu.chunk_id, mu.tags, mu.metadata,
                        l.weight, l.link_type,
                        1 - (mu.embedding <=> $1::vector) AS similarity
                 FROM unnest($2::uuid[]) AS src(from_unit_id)
@@ -556,16 +561,23 @@ async def retrieve_all_fact_types_parallel(
     """
     import time
 
-    retriever = graph_retriever or get_default_graph_retriever()
+    skip_graph = graph_retriever is False
+    retriever = None if skip_graph else (graph_retriever or get_default_graph_retriever())
     start_time = time.time()
     timings: dict[str, float] = {}
 
     # Step 1: Extract temporal constraint first (CPU work, no DB)
-    # Do this before DB queries so we know if we need temporal retrieval
+    # Do this before DB queries so we know if we need temporal retrieval.
+    # Skip entirely when query_analyzer is False (temporal extraction disabled
+    # via HINDSIGHT_API_ENABLE_TEMPORAL_EXTRACTION=false). This saves ~120ms
+    # per recall by avoiding the dateparser library.
     temporal_extraction_start = time.time()
-    from .temporal_extraction import extract_temporal_constraint
+    if query_analyzer is not False:
+        from .temporal_extraction import extract_temporal_constraint
 
-    temporal_constraint = extract_temporal_constraint(query_text, reference_date=question_date, analyzer=query_analyzer)
+        temporal_constraint = extract_temporal_constraint(query_text, reference_date=question_date, analyzer=query_analyzer)
+    else:
+        temporal_constraint = None
     temporal_extraction_time = time.time() - temporal_extraction_start
     timings["temporal_extraction"] = temporal_extraction_time
 
@@ -615,9 +627,11 @@ async def retrieve_all_fact_types_parallel(
     timings["temporal_combined"] = temporal_time
 
     # Step 3: Run graph retrieval for each fact type in parallel
-    async def run_graph_for_fact_type(ft: str) -> tuple[str, list[RetrievalResult], float, MPFPTimings | None]:
+    async def run_graph_for_fact_type(
+        ft: str,
+    ) -> tuple[str, list[RetrievalResult], float, GraphRetrievalTimings | None]:
         graph_start = time.time()
-        results, mpfp_timing = await retriever.retrieve(
+        results, graph_timing = await retriever.retrieve(
             pool=pool,
             query_embedding_str=query_embedding_str,
             bank_id=bank_id,
@@ -630,16 +644,19 @@ async def retrieve_all_fact_types_parallel(
             tags_match=tags_match,
             tag_groups=tag_groups,
         )
-        return ft, results, time.time() - graph_start, mpfp_timing
+        return ft, results, time.time() - graph_start, graph_timing
 
-    # Run graph for all fact types in parallel
-    graph_tasks = [run_graph_for_fact_type(ft) for ft in fact_types]
-    graph_results_list = await asyncio.gather(*graph_tasks)
+    # Run graph for all fact types in parallel (skip when disabled)
+    if skip_graph:
+        graph_results_list = []
+    else:
+        graph_tasks = [run_graph_for_fact_type(ft) for ft in fact_types]
+        graph_results_list = await asyncio.gather(*graph_tasks)
 
     # Organize results by fact type
     results_by_fact_type: dict[str, ParallelRetrievalResult] = {}
     max_conn_wait = conn_wait  # Single connection for semantic+bm25+temporal
-    all_mpfp_timings: list[MPFPTimings] = []
+    all_graph_timings: list[GraphRetrievalTimings] = []
 
     for ft in fact_types:
         # Get semantic + bm25 results for this fact type
@@ -648,14 +665,14 @@ async def retrieve_all_fact_types_parallel(
         # Find graph results for this fact type
         graph_results = []
         graph_time = 0.0
-        mpfp_timing = None
+        graph_timing = None
         for gr in graph_results_list:
             if gr[0] == ft:
                 graph_results = gr[1]
                 graph_time = gr[2]
-                mpfp_timing = gr[3]
-                if mpfp_timing:
-                    all_mpfp_timings.append(mpfp_timing)
+                graph_timing = gr[3]
+                if graph_timing:
+                    all_graph_timings.append(graph_timing)
                 break
 
         # Get temporal results for this fact type from combined result
@@ -676,7 +693,7 @@ async def retrieve_all_fact_types_parallel(
                 "temporal_extraction": temporal_extraction_time,
             },
             temporal_constraint=temporal_constraint,
-            mpfp_timings=[mpfp_timing] if mpfp_timing else [],
+            graph_timings=[graph_timing] if graph_timing else [],
             max_conn_wait=max_conn_wait,
         )
 

hindsight-api-slim/hindsight_api/engine/search/think_utils.py

@@ -62,13 +62,14 @@ def format_facts_for_prompt(facts: list[MemoryFact]) -> str:
         if fact.context:
             fact_obj["context"] = fact.context
 
-        # Add occurred_start if available (when the fact occurred)
-        if fact.occurred_start:
-            occurred_start = fact.occurred_start
-            if isinstance(occurred_start, str):
-                fact_obj["occurred_start"] = occurred_start
-            elif isinstance(occurred_start, datetime):
-                fact_obj["occurred_start"] = occurred_start.strftime("%Y-%m-%d %H:%M:%S")
+        # Add temporal fields if available
+        for field_name in ("occurred_start", "occurred_end", "mentioned_at"):
+            value = getattr(fact, field_name, None)
+            if value:
+                if isinstance(value, str):
+                    fact_obj[field_name] = value
+                elif isinstance(value, datetime):
+                    fact_obj[field_name] = value.strftime("%Y-%m-%d %H:%M:%S")
 
         formatted.append(fact_obj)
 
@@ -110,11 +111,7 @@ def build_think_prompt(
     context: str | None = None,
     entity_summaries_text: str | None = None,
 ) -> str:
-    """Build the think prompt for the LLM.
-
-    Note: opinion_facts_text parameter removed - opinions are now stored as mental models
-    and included via entity_summaries_text.
-    """
+    """Build the think prompt for the LLM."""
     disposition_desc = build_disposition_description(disposition)
 
     name_section = f"""

hindsight-api-slim/hindsight_api/engine/search/trace.py

@@ -131,7 +131,7 @@ class RetrievalResult(BaseModel):
     text: str = Field(description="Memory unit text content")
     context: str = Field(default="", description="Memory unit context")
     event_date: datetime | None = Field(default=None, description="When the memory occurred")
-    fact_type: str | None = Field(default=None, description="Fact type (world, experience, opinion)")
+    fact_type: str | None = Field(default=None, description="Fact type (world, experience)")
     score: float = Field(description="Score from this retrieval method")
     score_name: str = Field(description="Name of the score (e.g., 'similarity', 'bm25_score', 'activation')")
 
@@ -140,9 +140,7 @@ class RetrievalMethodResults(BaseModel):
     """Results from a single retrieval method."""
 
     method_name: Literal["semantic", "bm25", "graph", "temporal"] = Field(description="Name of retrieval method")
-    fact_type: str | None = Field(
-        default=None, description="Fact type this retrieval was for (world, experience, opinion)"
-    )
+    fact_type: str | None = Field(default=None, description="Fact type this retrieval was for (world, experience)")
     results: list[RetrievalResult] = Field(description="Retrieved results with ranks")
     duration_seconds: float = Field(description="Time taken for this retrieval")
     metadata: dict[str, Any] = Field(default_factory=dict, description="Method-specific metadata")

hindsight-api-slim/hindsight_api/engine/search/tracer.py

@@ -319,7 +319,7 @@ class SearchTracer:
             duration_seconds: Time taken for this retrieval
             score_field: Field name containing the score in data dict
             metadata: Optional metadata about this retrieval method
-            fact_type: Fact type this retrieval was for (world, experience, opinion)
+            fact_type: Fact type this retrieval was for (world, experience)
         """
         retrieval_results = []
         for rank, (doc_id, data) in enumerate(results, start=1):

hindsight-api-slim/hindsight_api/engine/search/types.py

@@ -11,8 +11,8 @@ from typing import Any
 
 
 @dataclass
-class MPFPTimings:
-    """Timing breakdown for a single MPFP retrieval call."""
+class GraphRetrievalTimings:
+    """Timing breakdown for a single graph retrieval call."""
 
     fact_type: str
     edge_count: int = 0  # Total edges loaded
@@ -47,6 +47,8 @@ class RetrievalResult:
     document_id: str | None = None
     chunk_id: str | None = None
     tags: list[str] | None = None  # Visibility scope tags
+    metadata: dict[str, str] | None = None  # User-provided metadata
+    proof_count: int | None = None  # Number of supporting memories (observations only)
 
     # Retrieval-specific scores (only one will be set depending on retrieval method)
     similarity: float | None = None  # Semantic retrieval
@@ -70,6 +72,8 @@ class RetrievalResult:
             document_id=row.get("document_id"),
             chunk_id=row.get("chunk_id"),
             tags=row.get("tags"),
+            metadata=row.get("metadata"),
+            proof_count=row.get("proof_count"),
             similarity=row.get("similarity"),
             bm25_score=row.get("bm25_score"),
             activation=row.get("activation"),
@@ -153,6 +157,7 @@ class ScoredResult:
             "document_id": self.retrieval.document_id,
             "chunk_id": self.retrieval.chunk_id,
             "tags": self.retrieval.tags,
+            "metadata": self.retrieval.metadata,
             "semantic_similarity": self.retrieval.similarity,
             "bm25_score": self.retrieval.bm25_score,
         }

hindsight-api-slim/hindsight_api/engine/task_backend.py

@@ -82,20 +82,16 @@ class TaskBackend(ABC):
 
         Args:
             task_dict: Task dictionary to execute
+
+        Raises:
+            Exception: Re-raised from executor on failure.
         """
         if self._executor is None:
             task_type = task_dict.get("type", "unknown")
             logger.warning(f"No executor registered, skipping task {task_type}")
             return
 
-        try:
-            await self._executor(task_dict)
-        except Exception as e:
-            task_type = task_dict.get("type", "unknown")
-            logger.error(f"Error executing task {task_type}: {e}")
-            import traceback
-
-            traceback.print_exc()
+        await self._executor(task_dict)
 
 
 class SyncTaskBackend(TaskBackend):

hindsight-api-slim/hindsight_api/extensions/context.py

@@ -120,7 +120,9 @@ class DefaultExtensionContext(ExtensionContext):
         # CREATE INDEX CONCURRENTLY inside the migration waits for those transactions
         # forever — a deadlock.
         config = get_config()
-        await asyncio.to_thread(run_migrations, db_url, schema=schema)
+        await asyncio.to_thread(
+            run_migrations, db_url, schema=schema, migration_database_url=config.migration_database_url
+        )
 
         # Ensure embedding column dimension matches the model's dimension
         # This is needed because migrations create columns with default dimension

hindsight-api-slim/hindsight_api/extensions/operation_validator.py

@@ -11,6 +11,7 @@ if TYPE_CHECKING:
     from hindsight_api.engine.memory_engine import Budget
     from hindsight_api.engine.response_models import RecallResult as RecallResultModel
     from hindsight_api.engine.response_models import ReflectResult
+    from hindsight_api.engine.search.tags import TagGroup, TagsMatch
     from hindsight_api.models import RequestContext
 
 
@@ -25,17 +26,51 @@ class OperationValidationError(Exception):
 
 @dataclass
 class ValidationResult:
-    """Result of an operation validation."""
+    """Result of an operation validation.
+
+    Validators return this to accept or reject an operation. When accepting,
+    validators can optionally return modified data that the engine will use
+    instead of the original request parameters. This enables context enrichment
+    (e.g., injecting tags or tag_groups).
+    """
 
     allowed: bool
     reason: str | None = None
     status_code: int = 403  # Default to Forbidden
+    # Optional enrichment fields — returned by validator, used by engine if present.
+    # None means "no modification" (engine uses original values).
+    contents: list[dict] | None = None  # Enriched retain contents (e.g., injected tags/strategy)
+    tags: list[str] | None = None  # Enriched recall tags
+    tags_match: "TagsMatch | None" = None  # Enriched recall tags match mode
+    tag_groups: "list[TagGroup] | None" = None  # Enriched recall tag_groups
 
     @classmethod
     def accept(cls) -> "ValidationResult":
-        """Create an accepted validation result."""
+        """Create an accepted validation result (no enrichment)."""
         return cls(allowed=True)
 
+    @classmethod
+    def accept_with(
+        cls,
+        *,
+        contents: list[dict] | None = None,
+        tags: list[str] | None = None,
+        tags_match: "TagsMatch | None" = None,
+        tag_groups: "list[TagGroup] | None" = None,
+    ) -> "ValidationResult":
+        """Create an accepted validation result with enriched data.
+
+        The engine will use the returned values instead of the original request
+        parameters. Only non-None fields are applied; None means "keep original".
+        """
+        return cls(
+            allowed=True,
+            contents=contents,
+            tags=tags,
+            tags_match=tags_match,
+            tag_groups=tag_groups,
+        )
+
     @classmethod
     def reject(cls, reason: str, status_code: int = 403) -> "ValidationResult":
         """Create a rejected validation result with a reason and HTTP status code."""
@@ -52,14 +87,15 @@ class RetainContext:
     """Context for a retain operation validation (pre-operation).
 
     Contains ALL user-provided parameters for the retain operation.
+    To enrich contents (e.g., inject tags or strategy), return them
+    via ValidationResult.accept_with(contents=...).
     """
 
     bank_id: str
-    contents: list[dict]  # List of {content, context, event_date, document_id}
+    contents: list[dict]  # List of {content, context, event_date, document_id, tags, strategy}
     request_context: "RequestContext"
     document_id: str | None = None
     fact_type_override: str | None = None
-    confidence_score: float | None = None
 
 
 @dataclass
@@ -67,6 +103,8 @@ class RecallContext:
     """Context for a recall operation validation (pre-operation).
 
     Contains ALL user-provided parameters for the recall operation.
+    To enrich tag filters (e.g., inject tag_groups), return them
+    via ValidationResult.accept_with(tag_groups=...).
     """
 
     bank_id: str
@@ -81,6 +119,9 @@ class RecallContext:
     max_entity_tokens: int = 500
     include_chunks: bool = False
     max_chunk_tokens: int = 8192
+    tags: list[str] | None = None
+    tags_match: "TagsMatch" = "any"
+    tag_groups: "list[TagGroup] | None" = None
 
 
 @dataclass
@@ -127,7 +168,6 @@ class RetainResult:
     request_context: "RequestContext"
     document_id: str | None
     fact_type_override: str | None
-    confidence_score: float | None
     # Result
     unit_ids: list[list[str]]  # List of unit IDs per content item
     success: bool = True
@@ -360,7 +400,6 @@ class OperationValidatorExtension(Extension, ABC):
                 - request_context: Request context with auth info
                 - document_id: Optional document ID
                 - fact_type_override: Optional fact type override
-                - confidence_score: Optional confidence score
 
         Returns:
             ValidationResult indicating whether the operation is allowed.
@@ -680,3 +719,28 @@ class OperationValidatorExtension(Extension, ABC):
             BankListResult with the filtered list of banks.
         """
         return BankListResult(banks=ctx.banks)
+
+    async def filter_mcp_tools(
+        self,
+        bank_id: str,
+        request_context: "RequestContext",
+        tools: frozenset[str],
+    ) -> frozenset[str]:
+        """
+        Filter MCP tools visible to this user on this bank.
+
+        Called during tools/list after bank-level mcp_enabled_tools filtering.
+        The input set is already narrowed by bank config — this method can only
+        remove tools, never add ones the bank config excluded.
+
+        Default: return all tools unchanged (no per-user filtering).
+
+        Args:
+            bank_id: Target bank ID (from URL path or header).
+            request_context: Authenticated context with tenant_id set.
+            tools: Tools remaining after bank config filtering.
+
+        Returns:
+            Subset of tools this user should see.
+        """
+        return tools

hindsight-api-slim/hindsight_api/main.py

@@ -13,6 +13,7 @@ Stop with Ctrl+C.
 import argparse
 import asyncio
 import atexit
+import dataclasses
 import os
 import signal
 import sys
@@ -152,178 +153,7 @@ def main():
     # Configure Python logging based on log level
     # Update config with CLI override if provided
     if args.log_level != config.log_level:
-        config = HindsightConfig(
-            database_url=config.database_url,
-            database_schema=config.database_schema,
-            vector_extension=config.vector_extension,
-            text_search_extension=config.text_search_extension,
-            llm_provider=config.llm_provider,
-            llm_api_key=config.llm_api_key,
-            llm_model=config.llm_model,
-            llm_base_url=config.llm_base_url,
-            llm_max_concurrent=config.llm_max_concurrent,
-            llm_max_retries=config.llm_max_retries,
-            llm_initial_backoff=config.llm_initial_backoff,
-            llm_max_backoff=config.llm_max_backoff,
-            llm_timeout=config.llm_timeout,
-            llm_groq_service_tier=config.llm_groq_service_tier,
-            llm_openai_service_tier=config.llm_openai_service_tier,
-            llm_vertexai_project_id=config.llm_vertexai_project_id,
-            llm_vertexai_region=config.llm_vertexai_region,
-            llm_vertexai_service_account_key=config.llm_vertexai_service_account_key,
-            llm_gemini_safety_settings=config.llm_gemini_safety_settings,
-            retain_llm_provider=config.retain_llm_provider,
-            retain_llm_api_key=config.retain_llm_api_key,
-            retain_llm_model=config.retain_llm_model,
-            retain_llm_base_url=config.retain_llm_base_url,
-            retain_llm_max_concurrent=config.retain_llm_max_concurrent,
-            retain_llm_max_retries=config.retain_llm_max_retries,
-            retain_llm_initial_backoff=config.retain_llm_initial_backoff,
-            retain_llm_max_backoff=config.retain_llm_max_backoff,
-            retain_llm_timeout=config.retain_llm_timeout,
-            reflect_llm_provider=config.reflect_llm_provider,
-            reflect_llm_api_key=config.reflect_llm_api_key,
-            reflect_llm_model=config.reflect_llm_model,
-            reflect_llm_base_url=config.reflect_llm_base_url,
-            reflect_llm_max_concurrent=config.reflect_llm_max_concurrent,
-            reflect_llm_max_retries=config.reflect_llm_max_retries,
-            reflect_llm_initial_backoff=config.reflect_llm_initial_backoff,
-            reflect_llm_max_backoff=config.reflect_llm_max_backoff,
-            reflect_llm_timeout=config.reflect_llm_timeout,
-            consolidation_llm_provider=config.consolidation_llm_provider,
-            consolidation_llm_api_key=config.consolidation_llm_api_key,
-            consolidation_llm_model=config.consolidation_llm_model,
-            consolidation_llm_base_url=config.consolidation_llm_base_url,
-            consolidation_llm_max_concurrent=config.consolidation_llm_max_concurrent,
-            consolidation_llm_max_retries=config.consolidation_llm_max_retries,
-            consolidation_llm_initial_backoff=config.consolidation_llm_initial_backoff,
-            consolidation_llm_max_backoff=config.consolidation_llm_max_backoff,
-            consolidation_llm_timeout=config.consolidation_llm_timeout,
-            embeddings_provider=config.embeddings_provider,
-            embeddings_local_model=config.embeddings_local_model,
-            embeddings_local_force_cpu=config.embeddings_local_force_cpu,
-            embeddings_local_trust_remote_code=config.embeddings_local_trust_remote_code,
-            embeddings_tei_url=config.embeddings_tei_url,
-            embeddings_openai_base_url=config.embeddings_openai_base_url,
-            embeddings_cohere_api_key=config.embeddings_cohere_api_key,
-            embeddings_cohere_model=config.embeddings_cohere_model,
-            embeddings_cohere_base_url=config.embeddings_cohere_base_url,
-            embeddings_litellm_api_base=config.embeddings_litellm_api_base,
-            embeddings_litellm_api_key=config.embeddings_litellm_api_key,
-            embeddings_litellm_model=config.embeddings_litellm_model,
-            embeddings_litellm_sdk_api_key=config.embeddings_litellm_sdk_api_key,
-            embeddings_litellm_sdk_model=config.embeddings_litellm_sdk_model,
-            embeddings_litellm_sdk_api_base=config.embeddings_litellm_sdk_api_base,
-            reranker_provider=config.reranker_provider,
-            reranker_local_model=config.reranker_local_model,
-            reranker_local_force_cpu=config.reranker_local_force_cpu,
-            reranker_local_max_concurrent=config.reranker_local_max_concurrent,
-            reranker_local_trust_remote_code=config.reranker_local_trust_remote_code,
-            reranker_local_fp16=config.reranker_local_fp16,
-            reranker_local_bucket_batching=config.reranker_local_bucket_batching,
-            reranker_local_batch_size=config.reranker_local_batch_size,
-            reranker_tei_url=config.reranker_tei_url,
-            reranker_tei_batch_size=config.reranker_tei_batch_size,
-            reranker_tei_max_concurrent=config.reranker_tei_max_concurrent,
-            reranker_max_candidates=config.reranker_max_candidates,
-            reranker_cohere_api_key=config.reranker_cohere_api_key,
-            reranker_cohere_model=config.reranker_cohere_model,
-            reranker_cohere_base_url=config.reranker_cohere_base_url,
-            reranker_litellm_api_base=config.reranker_litellm_api_base,
-            reranker_litellm_api_key=config.reranker_litellm_api_key,
-            reranker_litellm_model=config.reranker_litellm_model,
-            reranker_litellm_max_tokens_per_doc=config.reranker_litellm_max_tokens_per_doc,
-            reranker_litellm_sdk_api_key=config.reranker_litellm_sdk_api_key,
-            reranker_litellm_sdk_model=config.reranker_litellm_sdk_model,
-            reranker_litellm_sdk_api_base=config.reranker_litellm_sdk_api_base,
-            reranker_zeroentropy_api_key=config.reranker_zeroentropy_api_key,
-            reranker_zeroentropy_model=config.reranker_zeroentropy_model,
-            host=args.host,
-            port=args.port,
-            base_path=config.base_path,
-            log_level=args.log_level,
-            log_format=config.log_format,
-            mcp_enabled=config.mcp_enabled,
-            mcp_enabled_tools=config.mcp_enabled_tools,
-            enable_bank_config_api=config.enable_bank_config_api,
-            graph_retriever=config.graph_retriever,
-            mpfp_top_k_neighbors=config.mpfp_top_k_neighbors,
-            recall_max_concurrent=config.recall_max_concurrent,
-            recall_connection_budget=config.recall_connection_budget,
-            recall_max_query_tokens=config.recall_max_query_tokens,
-            retain_max_completion_tokens=config.retain_max_completion_tokens,
-            retain_chunk_size=config.retain_chunk_size,
-            retain_extract_causal_links=config.retain_extract_causal_links,
-            retain_extraction_mode=config.retain_extraction_mode,
-            retain_mission=config.retain_mission,
-            retain_custom_instructions=config.retain_custom_instructions,
-            retain_default_strategy=config.retain_default_strategy,
-            retain_strategies=config.retain_strategies,
-            retain_batch_tokens=config.retain_batch_tokens,
-            retain_entity_lookup=config.retain_entity_lookup,
-            retain_batch_enabled=config.retain_batch_enabled,
-            retain_batch_poll_interval_seconds=config.retain_batch_poll_interval_seconds,
-            file_storage_type=config.file_storage_type,
-            file_storage_s3_bucket=config.file_storage_s3_bucket,
-            file_storage_s3_region=config.file_storage_s3_region,
-            file_storage_s3_endpoint=config.file_storage_s3_endpoint,
-            file_storage_s3_access_key_id=config.file_storage_s3_access_key_id,
-            file_storage_s3_secret_access_key=config.file_storage_s3_secret_access_key,
-            file_storage_gcs_bucket=config.file_storage_gcs_bucket,
-            file_storage_gcs_service_account_key=config.file_storage_gcs_service_account_key,
-            file_storage_azure_container=config.file_storage_azure_container,
-            file_storage_azure_account_name=config.file_storage_azure_account_name,
-            file_storage_azure_account_key=config.file_storage_azure_account_key,
-            file_parser=config.file_parser,
-            file_parser_allowlist=config.file_parser_allowlist,
-            file_parser_iris_token=config.file_parser_iris_token,
-            file_parser_iris_org_id=config.file_parser_iris_org_id,
-            file_conversion_max_batch_size_mb=config.file_conversion_max_batch_size_mb,
-            file_conversion_max_batch_size=config.file_conversion_max_batch_size,
-            enable_file_upload_api=config.enable_file_upload_api,
-            file_delete_after_retain=config.file_delete_after_retain,
-            enable_observations=config.enable_observations,
-            enable_observation_history=config.enable_observation_history,
-            enable_mental_model_history=config.enable_mental_model_history,
-            consolidation_batch_size=config.consolidation_batch_size,
-            consolidation_llm_batch_size=config.consolidation_llm_batch_size,
-            consolidation_max_tokens=config.consolidation_max_tokens,
-            consolidation_source_facts_max_tokens=config.consolidation_source_facts_max_tokens,
-            consolidation_source_facts_max_tokens_per_observation=config.consolidation_source_facts_max_tokens_per_observation,
-            observations_mission=config.observations_mission,
-            entity_labels=config.entity_labels,
-            entities_allow_free_form=config.entities_allow_free_form,
-            skip_llm_verification=config.skip_llm_verification,
-            lazy_reranker=config.lazy_reranker,
-            run_migrations_on_startup=config.run_migrations_on_startup,
-            db_pool_min_size=config.db_pool_min_size,
-            db_pool_max_size=config.db_pool_max_size,
-            db_command_timeout=config.db_command_timeout,
-            db_acquire_timeout=config.db_acquire_timeout,
-            worker_enabled=config.worker_enabled,
-            worker_id=config.worker_id,
-            worker_poll_interval_ms=config.worker_poll_interval_ms,
-            worker_max_retries=config.worker_max_retries,
-            worker_http_port=config.worker_http_port,
-            worker_max_slots=config.worker_max_slots,
-            worker_consolidation_max_slots=config.worker_consolidation_max_slots,
-            reflect_max_iterations=config.reflect_max_iterations,
-            reflect_max_context_tokens=config.reflect_max_context_tokens,
-            reflect_mission=config.reflect_mission,
-            disposition_skepticism=config.disposition_skepticism,
-            disposition_literalism=config.disposition_literalism,
-            disposition_empathy=config.disposition_empathy,
-            mental_model_refresh_concurrency=config.mental_model_refresh_concurrency,
-            otel_traces_enabled=config.otel_traces_enabled,
-            otel_exporter_otlp_endpoint=config.otel_exporter_otlp_endpoint,
-            otel_exporter_otlp_headers=config.otel_exporter_otlp_headers,
-            otel_service_name=config.otel_service_name,
-            otel_deployment_environment=config.otel_deployment_environment,
-            webhook_url=config.webhook_url,
-            webhook_secret=config.webhook_secret,
-            webhook_event_types=config.webhook_event_types,
-            webhook_delivery_poll_interval_seconds=config.webhook_delivery_poll_interval_seconds,
-        )
+        config = dataclasses.replace(config, host=args.host, port=args.port, log_level=args.log_level)
     config.configure_logging()
     if not args.daemon:
         config.log_config()
@@ -381,15 +211,27 @@ def main():
     # Prepare uvicorn config
     # When using workers or reload, we must use import string so each worker can import the app
     use_import_string = args.workers > 1 or args.reload
-    # Check for uvloop availability
-    try:
-        import uvloop  # noqa: F401
+    # Check for uvloop/winloop availability
+    import sys
 
-        loop_impl = "uvloop"
-        print("uvloop available, will use for event loop")
-    except ImportError:
-        loop_impl = "asyncio"
-        print("uvloop not installed, using default asyncio event loop")
+    loop_impl = "asyncio"
+    if sys.platform == "win32":
+        try:
+            import winloop
+
+            winloop.install()  # Patches asyncio globally — uvicorn uses "asyncio" but gets winloop
+            loop_impl = "asyncio"  # Tell uvicorn "asyncio" — it's now winloop underneath
+            print("winloop installed as asyncio event loop policy (Windows uvloop port)")
+        except ImportError:
+            print("winloop not installed, using default asyncio event loop")
+    else:
+        try:
+            import uvloop  # noqa: F401
+
+            loop_impl = "uvloop"
+            print("uvloop available, will use for event loop")
+        except ImportError:
+            print("uvloop not installed, using default asyncio event loop")
 
     uvicorn_config = {
         "app": "hindsight_api.server:app" if use_import_string else app,

hindsight-api-slim/hindsight_api/mcp_tools.py

@@ -8,7 +8,7 @@ This module provides the core tool logic used by both:
 import json
 import logging
 from dataclasses import dataclass
-from datetime import datetime
+from datetime import datetime, timezone
 from typing import Any, Callable
 
 from fastmcp import FastMCP
@@ -18,11 +18,49 @@ from hindsight_api.config import (
     DEFAULT_MCP_RECALL_DESCRIPTION,
     DEFAULT_MCP_RETAIN_DESCRIPTION,
 )
+from hindsight_api.engine.audit import AuditEntry, AuditLogger
 from hindsight_api.engine.memory_engine import Budget
 from hindsight_api.engine.response_models import VALID_RECALL_FACT_TYPES
 from hindsight_api.extensions import OperationValidationError
 from hindsight_api.models import RequestContext
 
+# All tools available in the system (explicit list — no wildcards).
+# Defined here (shared module) to avoid circular imports with api/mcp.py.
+_ALL_TOOLS: frozenset[str] = frozenset(
+    {
+        "retain",
+        "sync_retain",
+        "recall",
+        "reflect",
+        "list_banks",
+        "create_bank",
+        "list_mental_models",
+        "get_mental_model",
+        "create_mental_model",
+        "update_mental_model",
+        "delete_mental_model",
+        "refresh_mental_model",
+        "list_directives",
+        "create_directive",
+        "delete_directive",
+        "list_memories",
+        "get_memory",
+        "delete_memory",
+        "list_documents",
+        "get_document",
+        "delete_document",
+        "list_operations",
+        "get_operation",
+        "cancel_operation",
+        "list_tags",
+        "get_bank",
+        "get_bank_stats",
+        "update_bank",
+        "delete_bank",
+        "clear_memories",
+    }
+)
+
 logger = logging.getLogger(__name__)
 
 
@@ -42,6 +80,9 @@ class MCPToolsConfig:
     # How to resolve api_key_id for usage metering (set by MCP middleware after auth)
     api_key_id_resolver: Callable[[], str | None] | None = None
 
+    # How to resolve mcp_authenticated flag (set when MCP_AUTH_TOKEN validates)
+    mcp_authenticated_resolver: Callable[[], bool] | None = None
+
     # Whether to include bank_id as a parameter on tools (for multi-bank support)
     include_bank_id_param: bool = False
 
@@ -64,7 +105,10 @@ def _get_request_context(config: MCPToolsConfig) -> RequestContext:
     api_key = config.api_key_resolver() if config.api_key_resolver else None
     tenant_id = config.tenant_id_resolver() if config.tenant_id_resolver else None
     api_key_id = config.api_key_id_resolver() if config.api_key_id_resolver else None
-    return RequestContext(api_key=api_key, tenant_id=tenant_id, api_key_id=api_key_id)
+    mcp_authenticated = config.mcp_authenticated_resolver() if config.mcp_authenticated_resolver else False
+    return RequestContext(
+        api_key=api_key, tenant_id=tenant_id, api_key_id=api_key_id, mcp_authenticated=mcp_authenticated
+    )
 
 
 def parse_timestamp(timestamp: str) -> datetime | None:
@@ -95,6 +139,8 @@ def build_content_dict(
     tags: list[str] | None = None,
     metadata: dict[str, str] | None = None,
     document_id: str | None = None,
+    strategy: str | None = None,
+    update_mode: str | None = None,
 ) -> tuple[dict[str, Any], str | None]:
     """Build a content dict for retain operations.
 
@@ -105,10 +151,25 @@ def build_content_dict(
         tags: Optional tags for scoped visibility filtering
         metadata: Optional key-value metadata to attach to the memory
         document_id: Optional document ID to associate the memory with
+        strategy: Optional named retain strategy override (e.g., 'exact', 'verbose')
+        update_mode: How to handle existing documents ('replace' or 'append')
 
     Returns:
         Tuple of (content_dict, error_message). error_message is None if successful.
     """
+    # Coerce tags from JSON string to list if needed.
+    # MCP tool bridges sometimes serialize JSON arrays as strings during
+    # transport, e.g. '["a", "b"]' instead of ["a", "b"].
+    if isinstance(tags, str):
+        try:
+            parsed = json.loads(tags)
+            if isinstance(parsed, list):
+                tags = parsed
+        except (json.JSONDecodeError, TypeError):
+            pass
+        if isinstance(tags, str):
+            tags = [tags]
+
     content_dict: dict[str, Any] = {"content": content, "context": context}
 
     if timestamp:
@@ -124,6 +185,10 @@ def build_content_dict(
         content_dict["metadata"] = metadata
     if document_id is not None:
         content_dict["document_id"] = document_id
+    if strategy is not None:
+        content_dict["strategy"] = strategy
+    if update_mode is not None:
+        content_dict["update_mode"] = update_mode
 
     return content_dict, None
 
@@ -142,6 +207,7 @@ def register_mcp_tools(
     """
     tools_to_register = config.tools or {
         "retain",
+        "sync_retain",
         "recall",
         "reflect",
         "list_banks",
@@ -175,6 +241,9 @@ def register_mcp_tools(
     if "retain" in tools_to_register:
         _register_retain(mcp, memory, config)
 
+    if "sync_retain" in tools_to_register:
+        _register_sync_retain(mcp, memory, config)
+
     if "recall" in tools_to_register:
         _register_recall(mcp, memory, config)
 
@@ -266,6 +335,7 @@ def register_mcp_tools(
         _register_clear_memories(mcp, memory, config)
 
     _apply_bank_tool_filtering(mcp, memory, config)
+    _apply_audit_logging(mcp, memory, config)
 
 
 def _apply_bank_tool_filtering(mcp: FastMCP, memory: MemoryEngine, config: MCPToolsConfig) -> None:
@@ -280,11 +350,29 @@ def _apply_bank_tool_filtering(mcp: FastMCP, memory: MemoryEngine, config: MCPTo
         if not bank_id:
             return None
         request_context = _get_request_context(config)
+
+        # Layer 1: bank config filter (existing)
         bank_cfg = await memory._config_resolver.get_bank_config(bank_id, request_context)
-        enabled: list[str] | None = bank_cfg.get("mcp_enabled_tools")
-        if enabled is None:
-            return None
-        return set(enabled)
+        bank_tools: list[str] | None = bank_cfg.get("mcp_enabled_tools")
+        enabled: set[str] | None = set(bank_tools) if bank_tools is not None else None
+
+        # Layer 2: operation validator filter
+        validator = memory._operation_validator
+        if validator is not None:
+            candidate = frozenset(enabled) if enabled is not None else _ALL_TOOLS
+            try:
+                filtered = await validator.filter_mcp_tools(bank_id, request_context, candidate)
+            except Exception:
+                logger.warning("filter_mcp_tools raised, returning unfiltered tools", exc_info=True)
+                return enabled
+            if filtered != candidate:
+                # Validator can only narrow, never expand beyond the bank config ceiling.
+                if bank_tools is not None:
+                    enabled = set(filtered) & set(bank_tools)
+                else:
+                    enabled = set(filtered)
+
+        return enabled
 
     if hasattr(mcp, "list_tools"):
         # FastMCP 3.x: wrap list_tools() and get_tool() on the instance
@@ -338,6 +426,112 @@ def _apply_bank_tool_filtering(mcp: FastMCP, memory: MemoryEngine, config: MCPTo
         logger.warning("Could not apply bank tool filtering: unknown FastMCP version")
 
 
+_AUDITABLE_MCP_TOOLS: frozenset[str] = frozenset(
+    {
+        "retain",
+        "recall",
+        "reflect",
+        "create_bank",
+        "update_bank",
+        "delete_bank",
+        "clear_memories",
+        "create_mental_model",
+        "update_mental_model",
+        "delete_mental_model",
+        "refresh_mental_model",
+        "create_directive",
+        "delete_directive",
+        "delete_memory",
+        "delete_document",
+        "cancel_operation",
+    }
+)
+
+
+def _apply_audit_logging(mcp: FastMCP, memory: MemoryEngine, config: MCPToolsConfig) -> None:
+    """Wrap auditable MCP tool run methods with audit logging."""
+    audit_logger: AuditLogger = memory.audit_logger
+
+    def _wrap_tool_run(tool_name: str, original_run):
+        """Create an audited wrapper for a tool's run method."""
+
+        async def _audited_run(arguments, _name=tool_name, _orig=original_run):
+            if not audit_logger.is_enabled(_name):
+                return await _orig(arguments)
+
+            bank_id = None
+            if isinstance(arguments, dict):
+                bank_id = arguments.get("bank_id") or (config.bank_id_resolver() if config.bank_id_resolver else None)
+            elif hasattr(arguments, "get"):
+                bank_id = arguments.get("bank_id")
+
+            entry = AuditEntry(
+                action=_name,
+                transport="mcp",
+                bank_id=bank_id,
+                started_at=datetime.now(timezone.utc),
+                request=dict(arguments) if isinstance(arguments, dict) else {"raw": str(arguments)},
+            )
+
+            try:
+                result = await _orig(arguments)
+                if isinstance(result, dict):
+                    entry.response = result
+                elif isinstance(result, list):
+                    entry.response = {"items": result}
+                elif isinstance(result, str):
+                    entry.response = {"text": result}
+                return result
+            finally:
+                entry.ended_at = datetime.now(timezone.utc)
+                audit_logger.log_fire_and_forget(entry)
+
+        return _audited_run
+
+    if hasattr(mcp, "_tool_manager"):
+        # FastMCP 2.x
+        try:
+            for name, tool in mcp._tool_manager._tools.items():  # type: ignore[unresolved-attribute]  # FastMCP 2.x internal; guarded by hasattr
+                if name in _AUDITABLE_MCP_TOOLS:
+                    object.__setattr__(tool, "run", _wrap_tool_run(name, tool.run))
+        except (AttributeError, KeyError) as e:
+            logger.warning(f"Could not apply MCP audit logging (v2): {e}")
+    elif hasattr(mcp, "get_tool"):
+        # FastMCP 3.x: wrap call_tool
+        original_call_tool = getattr(mcp, "call_tool", None)
+        if original_call_tool:
+
+            async def _audited_call_tool(name, arguments=None, **kwargs):
+                if name not in _AUDITABLE_MCP_TOOLS or not audit_logger.is_enabled(name):
+                    return await original_call_tool(name, arguments, **kwargs)
+
+                bank_id = None
+                if isinstance(arguments, dict):
+                    bank_id = arguments.get("bank_id") or (
+                        config.bank_id_resolver() if config.bank_id_resolver else None
+                    )
+
+                entry = AuditEntry(
+                    action=name,
+                    transport="mcp",
+                    bank_id=bank_id,
+                    started_at=datetime.now(timezone.utc),
+                    request=dict(arguments) if isinstance(arguments, dict) else {},
+                )
+
+                try:
+                    result = await original_call_tool(name, arguments, **kwargs)
+                    entry.response = {"result": str(result)[:4096]}
+                    return result
+                finally:
+                    entry.ended_at = datetime.now(timezone.utc)
+                    audit_logger.log_fire_and_forget(entry)
+
+            object.__setattr__(mcp, "call_tool", _audited_call_tool)
+    else:
+        logger.warning("Could not apply MCP audit logging: unknown FastMCP version")
+
+
 def _register_retain(mcp: FastMCP, memory: MemoryEngine, config: MCPToolsConfig) -> None:
     """Register the retain tool."""
     description = config.retain_description or DEFAULT_MCP_RETAIN_DESCRIPTION
@@ -353,6 +547,8 @@ def _register_retain(mcp: FastMCP, memory: MemoryEngine, config: MCPToolsConfig)
             metadata: dict[str, str] | None = None,
             document_id: str | None = None,
             bank_id: str | None = None,
+            strategy: str | None = None,
+            update_mode: str | None = None,
         ) -> dict:
             """
             Args:
@@ -363,12 +559,16 @@ def _register_retain(mcp: FastMCP, memory: MemoryEngine, config: MCPToolsConfig)
                 metadata: Optional key-value metadata to attach (e.g., {'source': 'slack', 'channel': 'general'})
                 document_id: Optional document ID to associate this memory with
                 bank_id: Optional bank to store in (defaults to session bank). Use for cross-bank operations.
+                strategy: Optional named retain strategy (e.g., 'exact' for verbatim storage). Strategies are defined in the bank config.
+                update_mode: How to handle existing documents with the same document_id. 'replace' (default) or 'append' (concatenates new content to existing).
             """
             target_bank = bank_id or config.bank_id_resolver()
             if target_bank is None:
                 return {"status": "error", "message": "No bank_id configured"}
 
-            content_dict, error = build_content_dict(content, context, timestamp, tags, metadata, document_id)
+            content_dict, error = build_content_dict(
+                content, context, timestamp, tags, metadata, document_id, strategy, update_mode
+            )
             if error:
                 return {"status": "error", "message": error}
 
@@ -402,6 +602,8 @@ def _register_retain(mcp: FastMCP, memory: MemoryEngine, config: MCPToolsConfig)
             tags: list[str] | None = None,
             metadata: dict[str, str] | None = None,
             document_id: str | None = None,
+            strategy: str | None = None,
+            update_mode: str | None = None,
         ) -> dict:
             """
             Args:
@@ -411,12 +613,16 @@ def _register_retain(mcp: FastMCP, memory: MemoryEngine, config: MCPToolsConfig)
                 tags: Optional tags for scoped visibility filtering (e.g., ['project:alpha', 'user:123'])
                 metadata: Optional key-value metadata to attach (e.g., {'source': 'slack', 'channel': 'general'})
                 document_id: Optional document ID to associate this memory with
+                strategy: Optional named retain strategy (e.g., 'exact' for verbatim storage). Strategies are defined in the bank config.
+                update_mode: How to handle existing documents with the same document_id. 'replace' (default) or 'append' (concatenates new content to existing).
             """
             target_bank = config.bank_id_resolver()
             if target_bank is None:
                 return {"status": "error", "message": "No bank_id configured"}
 
-            content_dict, error = build_content_dict(content, context, timestamp, tags, metadata, document_id)
+            content_dict, error = build_content_dict(
+                content, context, timestamp, tags, metadata, document_id, strategy, update_mode
+            )
             if error:
                 return {"status": "error", "message": error}
 
@@ -441,6 +647,124 @@ def _register_retain(mcp: FastMCP, memory: MemoryEngine, config: MCPToolsConfig)
                 return {"status": "error", "message": str(e)}
 
 
+def _register_sync_retain(mcp: FastMCP, memory: MemoryEngine, config: MCPToolsConfig) -> None:
+    """Register the sync_retain tool (synchronous retain that waits for completion)."""
+
+    if config.include_bank_id_param:
+
+        @mcp.tool()
+        async def sync_retain(
+            content: str,
+            context: str = "general",
+            timestamp: str | None = None,
+            tags: list[str] | None = None,
+            metadata: dict[str, str] | None = None,
+            document_id: str | None = None,
+            bank_id: str | None = None,
+            strategy: str | None = None,
+        ) -> dict:
+            """Store information to long-term memory and wait for completion.
+
+            Unlike retain (which is asynchronous), this tool blocks until the memory
+            is fully stored and immediately available for recall.
+
+            Args:
+                content: The fact/memory to store (be specific and include relevant details)
+                context: Category for the memory (e.g., 'preferences', 'work', 'hobbies', 'family'). Default: 'general'
+                timestamp: When this event/fact occurred (ISO format, e.g., '2024-01-15T10:30:00Z'). Useful for timeline tracking.
+                tags: Optional tags for scoped visibility filtering (e.g., ['project:alpha', 'user:123'])
+                metadata: Optional key-value metadata to attach (e.g., {'source': 'slack', 'channel': 'general'})
+                document_id: Optional document ID to associate this memory with
+                bank_id: Optional bank to store in (defaults to session bank). Use for cross-bank operations.
+                strategy: Optional named retain strategy (e.g., 'exact' for verbatim storage). Strategies are defined in the bank config.
+            """
+            target_bank = bank_id or config.bank_id_resolver()
+            if target_bank is None:
+                return {"status": "error", "message": "No bank_id configured"}
+
+            content_dict, error = build_content_dict(content, context, timestamp, tags, metadata, document_id, strategy)
+            if error:
+                return {"status": "error", "message": error}
+
+            request_context = _get_request_context(config)
+
+            try:
+                result = await memory.retain_batch_async(
+                    bank_id=target_bank,
+                    contents=[content_dict],
+                    request_context=request_context,
+                    strategy=content_dict.pop("strategy", None),
+                )
+                memory_ids = [uid for batch in result for uid in batch]
+                return {
+                    "status": "completed",
+                    "message": "Memory stored successfully",
+                    "memory_ids": memory_ids,
+                }
+            except OperationValidationError as e:
+                logger.warning(f"Sync retain rejected: {e}")
+                return {"status": "error", "message": str(e)}
+            except Exception as e:
+                logger.error(f"Error in sync retain: {e}", exc_info=True)
+                return {"status": "error", "message": str(e)}
+
+    else:
+
+        @mcp.tool()
+        async def sync_retain(
+            content: str,
+            context: str = "general",
+            timestamp: str | None = None,
+            tags: list[str] | None = None,
+            metadata: dict[str, str] | None = None,
+            document_id: str | None = None,
+            strategy: str | None = None,
+        ) -> dict:
+            """Store information to long-term memory and wait for completion.
+
+            Unlike retain (which is asynchronous), this tool blocks until the memory
+            is fully stored and immediately available for recall.
+
+            Args:
+                content: The fact/memory to store (be specific and include relevant details)
+                context: Category for the memory (e.g., 'preferences', 'work', 'hobbies', 'family'). Default: 'general'
+                timestamp: When this event/fact occurred (ISO format, e.g., '2024-01-15T10:30:00Z'). Useful for timeline tracking.
+                tags: Optional tags for scoped visibility filtering (e.g., ['project:alpha', 'user:123'])
+                metadata: Optional key-value metadata to attach (e.g., {'source': 'slack', 'channel': 'general'})
+                document_id: Optional document ID to associate this memory with
+                strategy: Optional named retain strategy (e.g., 'exact' for verbatim storage). Strategies are defined in the bank config.
+            """
+            target_bank = config.bank_id_resolver()
+            if target_bank is None:
+                return {"status": "error", "message": "No bank_id configured"}
+
+            content_dict, error = build_content_dict(content, context, timestamp, tags, metadata, document_id, strategy)
+            if error:
+                return {"status": "error", "message": error}
+
+            request_context = _get_request_context(config)
+
+            try:
+                result = await memory.retain_batch_async(
+                    bank_id=target_bank,
+                    contents=[content_dict],
+                    request_context=request_context,
+                    strategy=content_dict.pop("strategy", None),
+                )
+                memory_ids = [uid for batch in result for uid in batch]
+                return {
+                    "status": "completed",
+                    "message": "Memory stored successfully",
+                    "memory_ids": memory_ids,
+                }
+            except OperationValidationError as e:
+                logger.warning(f"Sync retain rejected: {e}")
+                return {"status": "error", "message": str(e)}
+            except Exception as e:
+                logger.error(f"Error in sync retain: {e}", exc_info=True)
+                return {"status": "error", "message": str(e)}
+
+
 def _register_recall(mcp: FastMCP, memory: MemoryEngine, config: MCPToolsConfig) -> None:
     """Register the recall tool."""
     description = config.recall_description or DEFAULT_MCP_RECALL_DESCRIPTION
@@ -813,6 +1137,7 @@ def _register_list_mental_models(mcp: FastMCP, memory: MemoryEngine, config: MCP
         @mcp.tool()
         async def list_mental_models(
             tags: list[str] | None = None,
+            detail: str = "full",
             bank_id: str | None = None,
         ) -> str:
             """
@@ -824,6 +1149,7 @@ def _register_list_mental_models(mcp: FastMCP, memory: MemoryEngine, config: MCP
 
             Args:
                 tags: Optional tags to filter by (returns models matching any tag)
+                detail: Detail level - 'metadata' (names/tags only), 'content' (adds content/config), 'full' (includes reflect_response). Default: 'full'
                 bank_id: Optional bank to list from (defaults to session bank). Use for cross-bank operations.
             """
             try:
@@ -834,6 +1160,7 @@ def _register_list_mental_models(mcp: FastMCP, memory: MemoryEngine, config: MCP
                 models = await memory.list_mental_models(
                     bank_id=target_bank,
                     tags=tags,
+                    detail=detail,
                     request_context=_get_request_context(config),
                 )
                 return json.dumps({"items": models}, indent=2, default=str)
@@ -849,6 +1176,7 @@ def _register_list_mental_models(mcp: FastMCP, memory: MemoryEngine, config: MCP
         @mcp.tool()
         async def list_mental_models(
             tags: list[str] | None = None,
+            detail: str = "full",
         ) -> dict:
             """
             List mental models (pinned reflections) for this memory bank.
@@ -859,6 +1187,7 @@ def _register_list_mental_models(mcp: FastMCP, memory: MemoryEngine, config: MCP
 
             Args:
                 tags: Optional tags to filter by (returns models matching any tag)
+                detail: Detail level - 'metadata' (names/tags only), 'content' (adds content/config), 'full' (includes reflect_response). Default: 'full'
             """
             try:
                 target_bank = config.bank_id_resolver()
@@ -868,6 +1197,7 @@ def _register_list_mental_models(mcp: FastMCP, memory: MemoryEngine, config: MCP
                 models = await memory.list_mental_models(
                     bank_id=target_bank,
                     tags=tags,
+                    detail=detail,
                     request_context=_get_request_context(config),
                 )
                 return {"items": models}
@@ -887,16 +1217,18 @@ def _register_get_mental_model(mcp: FastMCP, memory: MemoryEngine, config: MCPTo
         @mcp.tool()
         async def get_mental_model(
             mental_model_id: str,
+            detail: str = "full",
             bank_id: str | None = None,
         ) -> str:
             """
             Get a specific mental model by ID.
 
-            Returns the full mental model including its generated content, source query,
-            and metadata. Use list_mental_models first to discover available model IDs.
+            Returns the mental model with the requested detail level. Use list_mental_models
+            first to discover available model IDs.
 
             Args:
                 mental_model_id: The ID of the mental model to retrieve
+                detail: Detail level - 'metadata' (names/tags only), 'content' (adds content/config), 'full' (includes reflect_response). Default: 'full'
                 bank_id: Optional bank (defaults to session bank). Use for cross-bank operations.
             """
             try:
@@ -907,6 +1239,7 @@ def _register_get_mental_model(mcp: FastMCP, memory: MemoryEngine, config: MCPTo
                 model = await memory.get_mental_model(
                     bank_id=target_bank,
                     mental_model_id=mental_model_id,
+                    detail=detail,
                     request_context=_get_request_context(config),
                 )
                 if model is None:
@@ -924,15 +1257,17 @@ def _register_get_mental_model(mcp: FastMCP, memory: MemoryEngine, config: MCPTo
         @mcp.tool()
         async def get_mental_model(
             mental_model_id: str,
+            detail: str = "full",
         ) -> dict:
             """
             Get a specific mental model by ID.
 
-            Returns the full mental model including its generated content, source query,
-            and metadata. Use list_mental_models first to discover available model IDs.
+            Returns the mental model with the requested detail level. Use list_mental_models
+            first to discover available model IDs.
 
             Args:
                 mental_model_id: The ID of the mental model to retrieve
+                detail: Detail level - 'metadata' (names/tags only), 'content' (adds content/config), 'full' (includes reflect_response). Default: 'full'
             """
             try:
                 target_bank = config.bank_id_resolver()
@@ -942,6 +1277,7 @@ def _register_get_mental_model(mcp: FastMCP, memory: MemoryEngine, config: MCPTo
                 model = await memory.get_mental_model(
                     bank_id=target_bank,
                     mental_model_id=mental_model_id,
+                    detail=detail,
                     request_context=_get_request_context(config),
                 )
                 if model is None:
@@ -2684,6 +3020,7 @@ def _register_clear_memories(mcp: FastMCP, memory: MemoryEngine, config: MCPTool
                 result = await memory.delete_bank(
                     target_bank,
                     fact_type=type,
+                    delete_bank_profile=False,
                     request_context=_get_request_context(config),
                 )
                 return json.dumps({"status": "cleared", "bank_id": target_bank, **result}, default=str)
@@ -2716,6 +3053,7 @@ def _register_clear_memories(mcp: FastMCP, memory: MemoryEngine, config: MCPTool
                 result = await memory.delete_bank(
                     target_bank,
                     fact_type=type,
+                    delete_bank_profile=False,
                     request_context=_get_request_context(config),
                 )
                 return {"status": "cleared", "bank_id": target_bank, **result}

hindsight-api-slim/hindsight_api/metrics.py

@@ -11,9 +11,11 @@ This module provides metrics for:
 - Database connection pool metrics
 """
 
+import importlib
 import logging
 import os
-import resource
+
+_resource_mod = importlib.import_module("resource") if importlib.util.find_spec("resource") else None
 import threading
 import time
 from contextlib import contextmanager
@@ -250,6 +252,9 @@ class MetricsCollector(MetricsCollectorBase):
 
     def __init__(self):
         self.meter = get_meter()
+        from .config import get_config
+
+        self._include_bank_id = get_config().metrics_include_bank_id
 
         # Operation latency histogram (in seconds)
         # Records duration of retain, recall, reflect operations
@@ -330,10 +335,11 @@ class MetricsCollector(MetricsCollectorBase):
         start_time = time.time()
         attributes = {
             "operation": operation,
-            "bank_id": bank_id,
             "source": source,
             "tenant": _get_tenant(),
         }
+        if self._include_bank_id:
+            attributes["bank_id"] = bank_id
         if budget:
             attributes["budget"] = budget
         if max_tokens:
@@ -455,11 +461,13 @@ class MetricsCollector(MetricsCollectorBase):
 
     def _setup_process_metrics(self):
         """Set up observable gauges for process metrics."""
+        if _resource_mod is None:
+            return  # Skip process metrics on Windows
 
         def get_cpu_times(_options):
             """Get process CPU times."""
             try:
-                rusage = resource.getrusage(resource.RUSAGE_SELF)
+                rusage = _resource_mod.getrusage(_resource_mod.RUSAGE_SELF)
                 yield metrics.Observation(rusage.ru_utime, {"type": "user"})
                 yield metrics.Observation(rusage.ru_stime, {"type": "system"})
             except Exception:
@@ -468,7 +476,7 @@ class MetricsCollector(MetricsCollectorBase):
         def get_memory_usage(_options):
             """Get process memory usage in bytes."""
             try:
-                rusage = resource.getrusage(resource.RUSAGE_SELF)
+                rusage = _resource_mod.getrusage(_resource_mod.RUSAGE_SELF)
                 # ru_maxrss is in kilobytes on Linux, bytes on macOS
                 max_rss = rusage.ru_maxrss
                 if os.uname().sysname == "Linux":
@@ -486,7 +494,7 @@ class MetricsCollector(MetricsCollectorBase):
                     yield metrics.Observation(count)
                 else:
                     # Fallback: use resource limits
-                    soft, hard = resource.getrlimit(resource.RLIMIT_NOFILE)
+                    soft, hard = _resource_mod.getrlimit(_resource_mod.RLIMIT_NOFILE)
                     yield metrics.Observation(soft, {"limit": "soft"})
             except Exception:
                 pass

hindsight-api-slim/hindsight_api/migrations.py

@@ -157,7 +157,7 @@ def _run_migrations_internal(database_url: str, script_location: str, schema: st
     # calls from different threads corrupt each other's context.
     try:
         with _alembic_lock:
-            command.upgrade(alembic_cfg, "head")
+            command.upgrade(alembic_cfg, "heads")
     except ResolutionError as e:
         # This happens during rolling deployments when a newer version of the code
         # has already run migrations, and this older replica doesn't have the new
@@ -176,6 +176,7 @@ def run_migrations(
     database_url: str,
     script_location: str | None = None,
     schema: str | None = None,
+    migration_database_url: str | None = None,
 ) -> None:
     """
     Run database migrations to the latest version using programmatic Alembic configuration.
@@ -213,6 +214,14 @@ def run_migrations(
             script_location="/path/to/copied/_alembic"
         )
     """
+    # Prefer a dedicated migration URL that bypasses connection poolers (e.g.
+    # PgBouncer in transaction mode).  Session-level advisory locks don't
+    # survive a PgBouncer transaction-mode cycle, so the distributed lock is
+    # ineffective when the app URL goes through a pooler.  Configure
+    # HINDSIGHT_API_MIGRATION_DATABASE_URL to the direct PostgreSQL endpoint
+    # (e.g. hindsight-pg-rw) to restore correct locking behaviour.
+    migration_url = migration_database_url or database_url
+
     try:
         # Determine script location
         if script_location is None:
@@ -249,7 +258,7 @@ def run_migrations(
         #   2. After acquiring the lock, COMMIT the transaction on the advisory-lock
         #      connection itself before running migrations.  pg_advisory_lock is
         #      session-level, so the lock survives the COMMIT.
-        engine = create_engine(database_url)
+        engine = create_engine(migration_url)
         with engine.connect() as conn:
             logger.debug(f"Acquiring migration advisory lock for schema '{schema_name}' (id={lock_id})...")
             while True:
@@ -394,7 +403,7 @@ def run_migrations(
                 conn.commit()
 
                 # Run migrations while holding the lock
-                _run_migrations_internal(database_url, script_location, schema=schema)
+                _run_migrations_internal(migration_url, script_location, schema=schema)
             finally:
                 # Explicitly release the lock (also released on connection close)
                 conn.execute(text(f"SELECT pg_advisory_unlock({lock_id})"))

hindsight-api-slim/hindsight_api/models.py

@@ -21,6 +21,7 @@ class RequestContext:
     api_key_id: str | None = None  # UUID of the API key used for authentication
     tenant_id: str | None = None  # Tenant identifier (set by extension after auth)
     internal: bool = False  # True for background/internal operations (skips extension auth)
+    mcp_authenticated: bool = False  # True when MCP transport auth already validated (skips tenant re-auth)
     user_initiated: bool = False  # True for async operations that originated from a user request
     allowed_bank_ids: list[str] | None = None  # None = unrestricted (all banks)
 
@@ -96,7 +97,6 @@ class MemoryUnit(Base):
     occurred_end: Mapped[datetime | None] = mapped_column(TIMESTAMP(timezone=True))  # When fact occurred (range end)
     mentioned_at: Mapped[datetime | None] = mapped_column(TIMESTAMP(timezone=True))  # When fact was mentioned
     fact_type: Mapped[str] = mapped_column(Text, nullable=False, server_default="world")
-    confidence_score: Mapped[float | None] = mapped_column(Float)
     unit_metadata: Mapped[dict] = mapped_column(
         "metadata", JSONB, server_default=sql_text("'{}'::jsonb")
     )  # User-defined metadata (str->str)
@@ -120,14 +120,7 @@ class MemoryUnit(Base):
             name="memory_units_document_fkey",
             ondelete="CASCADE",
         ),
-        CheckConstraint("fact_type IN ('world', 'experience', 'opinion', 'observation')"),
-        CheckConstraint("confidence_score IS NULL OR (confidence_score >= 0.0 AND confidence_score <= 1.0)"),
-        CheckConstraint(
-            "(fact_type = 'opinion' AND confidence_score IS NOT NULL) OR "
-            "(fact_type = 'observation') OR "
-            "(fact_type NOT IN ('opinion', 'observation') AND confidence_score IS NULL)",
-            name="confidence_score_fact_type_check",
-        ),
+        CheckConstraint("fact_type IN ('world', 'experience', 'observation')"),
         Index("idx_memory_units_bank_id", "bank_id"),
         Index("idx_memory_units_document_id", "document_id"),
         Index("idx_memory_units_event_date", "event_date", postgresql_ops={"event_date": "DESC"}),
@@ -141,20 +134,6 @@ class MemoryUnit(Base):
             "event_date",
             postgresql_ops={"event_date": "DESC"},
         ),
-        Index(
-            "idx_memory_units_opinion_confidence",
-            "bank_id",
-            "confidence_score",
-            postgresql_where=sql_text("fact_type = 'opinion'"),
-            postgresql_ops={"confidence_score": "DESC"},
-        ),
-        Index(
-            "idx_memory_units_opinion_date",
-            "bank_id",
-            "event_date",
-            postgresql_where=sql_text("fact_type = 'opinion'"),
-            postgresql_ops={"event_date": "DESC"},
-        ),
         Index(
             "idx_memory_units_observation_date",
             "bank_id",