feat(api): bank template import/export#819
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Add POST /banks/{bank_id}/import and GET /banks/{bank_id}/export
endpoints for declarative bank setup via JSON manifests.
A template manifest (version 1) can include bank config overrides
and mental model definitions. Import creates or updates mental
models matched by id, applies config as per-bank overrides, and
returns async operation IDs for content generation.
Export dumps a bank's explicit overrides and mental models as a
manifest that can be re-imported into another bank.
Includes control plane UI: bank creation dialog now accepts an
optional template JSON to pre-configure the bank on creation.
- Template Gallery (/templates) with search, category filter, manifest preview modal with copy-to-clipboard - 5 starter templates: Customer Support, Research Assistant, Personal Journal, Code Review Buddy, Meeting Notes - Bank Templates API reference doc (developer/api/bank-templates) - Sidebar entry under API section
- Top navbar: "Templates" link between Integrations and Changelog - Sidebar: "Template Gallery" in Resources section
- Add BankTemplateDirective model with name, content, priority, is_active, tags - Import creates/updates directives matched by name - Export includes all directives (active and inactive) - Validation: duplicate names rejected, empty name/content caught - Tests: 24 tests covering directives create/update, existing vs new bank import, validation, export with directives, full round-trip
- GET /v1/default/bank-template-schema returns the JSON Schema auto-generated from the Pydantic BankTemplateManifest model - Static schema file at docs/static/bank-template-schema.json - Docs updated with schema endpoint, static file link, and validation examples (Python jsonschema, Node ajv-cli)
- Move schema endpoint to /v1/bank-template-schema (system-level, not per-bank) - Import endpoint now accepts raw JSON and validates with Pydantic manually, returning clean 400 errors instead of raw 422s for all validation failures - All validation (schema + semantic) returns consistent 400 with detailed messages
Renders the Pydantic-generated schema as a collapsible property tree with types, required badges, defaults, and descriptions. The schema is imported from the static bank-template-schema.json file.
- Replace always-visible textarea with a switch toggle ("Import from template")
- Textarea only shows when switch is on, keeping the dialog clean by default
- Add "Browse templates" link pointing to hindsight.vectorize.io/templates
- Reset template state when switch is toggled off or dialog is cancelled
When a bank has 0 memories, the data view (all tabs: constellation, graph, table, timeline) shows a centered empty state with a CTA button that opens the Add Document dialog.
Remove generic placeholder templates. Add two practical templates based on actual integration patterns: - Conversation: for chat agents (LiteLLM, LangGraph, Pydantic AI, Vercel AI SDK). Tracks user preferences, open threads. - Coding Agent: for Claude Code/Codex. Tracks technical decisions, project context, developer preferences. High literalism.
Templates now have an optional `integrations` field referencing integration IDs from integrations.json. Icons are resolved at render time and shown in the card header next to the category badge.
…emplates - Add "Export Template" to the bank Actions dropdown — exports config, mental models, and directives as JSON, copies to clipboard - Add export API route and client method - Map remaining integrations to templates: CrewAI, AG2, Agno, Strands, LlamaIndex, local-mcp, skills → Conversation; hindclaw → Personal Assistant
- LoCoMo benchmark accepts --template <path> to apply a bank template manifest (config, mental models, directives) before ingestion - Template is applied per-bank in both single-phase and two-phase modes - BenchmarkRunner.apply_template() reuses the same engine methods as the /import API endpoint - Remove Manifest Schema section from Bank Templates Hub page (schema stays in the API reference doc)
…pets - Convert bank-templates.md to .mdx with Tabs/CodeSnippet components - Add example files: bank-templates.py, .mjs, .sh, .go with doc markers - Examples cover import, dry-run, export, round-trip, and schema - Regenerate OpenAPI spec and all client SDKs (Python, TS, Rust, Go)
…plate - Rename merge migration d6e7f8a9b0c1 -> d6e7f8a9b0c2 to resolve revision ID collision with case_insensitive_entities_trgm_index - Update a4b5c6d7e8f9 down_revision to point to the renamed migration - Fix f-string lint in case_insensitive migration - BenchmarkRunner.apply_template() now validates manifest through BankTemplateManifest Pydantic model instead of raw dict access - Remove redundant inline imports (json, Path already at module top)
- Copy updated openapi.json to skills/hindsight-docs/references/ - Add null guard for bankId in Export Template onClick handler
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Summary
POST /v1/default/banks/{bank_id}/importendpoint to import a JSON template manifest that declaratively sets up bank config + mental models in one callGET /v1/default/banks/{bank_id}/exportendpoint to export a bank's config overrides and mental models as a re-importable manifestidon re-import (creates new or updates existing)?dry_run=truefor validation-only modeversionfield (currently"1") for future schema evolution with auto-upgradeTest plan
test_bank_templates.pytests pass (validation, import, export, round-trip)./scripts/hooks/lint.sh)