release: v5.0.0

[CryptoJones]

Summary

• promote the completed hybrid-retrieval backlog from [Unreleased] to 5.0.0
• synchronize pyproject.toml, omind.__version__, and uv.lock
• replace the superseded 4.3.0 development markers with the shipped major version

Release highlights

• hybrid BM25/vector/link-graph retrieval with local reranking and adaptive budgets
• reviewed memory consolidation, temporal validity, and dynamic core-memory promotion
• quantized embeddings, throttled refresh, index-backed lint, bounded MCP payloads, and unified graph audits

Validation

• ruff check .
• mypy src (strict)
• pip-audit
• pytest -q — 839 passed
• non-editable 5.0.0 wheel install, CLI version, and packaged-asset smoke test

Proudly Made in Nebraska. Go Big Red! 🌽 https://xkcd.com/2347/

[coderabbitai]

No actionable comments were generated in the recent review. 🎉

ℹ️ Recent review info

⚙️ Run configuration

Configuration used: Organization UI

Review profile: ASSERTIVE

Plan: Pro Plus

Run ID: 0d4a360b-8a9f-4797-9b67-18e06c69e432

📥 Commits

Reviewing files that changed from the base of the PR and between c05fce2 and fd3d52d.

⛔ Files ignored due to path filters (1)

• uv.lock is excluded by !**/*.lock

📒 Files selected for processing (6)

• CHANGELOG.md
• pyproject.toml
• src/omind/__init__.py
• src/omind/retrieve.py
• src/omind/searchindex.py
• tests/test_searchindex.py

📜 Recent review details

⏰ Context from checks skipped due to timeout. (10)

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• GitHub Check: test (ubuntu-latest, 3.13)
• GitHub Check: test (ubuntu-latest, 3.10)
• GitHub Check: test (ubuntu-latest, 3.12)

🧰 Additional context used

📓 Path-based instructions (2)

**/*.py

📄 CodeRabbit inference engine (AGENTS.md)

**/*.py: Retrieval must fail open: every search layer returns None on errors and callers fall back to the older path. Missing models, corrupt indexes, locked databases, and missing FTS5 support must degrade search rather than break it; failure branches must be tested.
All note writes must go through OmiStore; external writers use notes.upsert_note. Writes must retain flocking, atomic rename, Lamport Rev: stamping, and soft deletion. Deletes archive notes with Disabled: true; only omind mesh purge permanently removes them.
OmiStore.safe_name must guard every note read and write so path traversal remains impossible.
Credential notes must be de-prioritized in search and gate suggestions unless the query concerns credentials, using _CREDENTIAL_PENALTY; the gate must never steer agents toward secrets notes.
MCP tools must never return unbounded output. Every list-shaped tool must paginate through server._page and expose limit, offset, total, and has_more.
index.md and Memory Template.md are scaffolding, not memories; reading either must not clear the consult gate. Preserve paths.NON_CONSULT_FILENAMES.
Recency is a ranking leg only: it may re-rank notes already matched by content legs but must never add unmatched notes to search results.
link_targets() must preserve wikilink case for dangling-link reports; only link resolution lowercases it.
Do not mutate a NoteSummary returned from _cached_summary; it is shared cached state. Use dataclasses.replace, as in store._indexed_search.
Treat embed.encode results as potentially plain lists in tests; coerce vectors through searchindex._query_vector rather than assuming a .shape attribute.
Do not reintroduce document-frequency query-term filtering; use threshold-free graded matching, where all-words matches rank above any-words matches.

Files:

• src/omind/__init__.py
• tests/test_searchindex.py
• src/omind/searchindex.py
• src/omind/retrieve.py

**/*.md

📄 CodeRabbit inference engine (AGENTS.md)

Markdown note files are the source of truth; indexes, caches, and vectors are derived and disposable and must live only in paths.state_dir(), never in the vault.

Files:

• CHANGELOG.md

🔇 Additional comments (6)

pyproject.toml (1)

3-3: LGTM!

src/omind/__init__.py (1)

5-5: LGTM!

CHANGELOG.md (1)

10-11: LGTM!

src/omind/retrieve.py (1)

177-177: LGTM!

src/omind/searchindex.py (1)

3-3: LGTM!

tests/test_searchindex.py (1)

3-3: LGTM!

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📝 Walkthrough

Summary by CodeRabbit

• Release

  • Updated the project version to 5.0.0.
  • Added the 5.0.0 release boundary to the changelog.

• Documentation

  • Updated search index documentation and references to reflect version 5.0.0.

Walkthrough

The project version was bumped from 4.2.3 to 5.0.0, a changelog release heading was added, and related index documentation references were updated. No functional logic or test behavior changed.

Changes

Version release

Layer / File(s)	Summary
Synchronize 5.0.0 release references pyproject.toml, src/omind/__init__.py, CHANGELOG.md, src/omind/retrieve.py, src/omind/searchindex.py, tests/test_searchindex.py	Project metadata, the package version constant, changelog, and index-related documentation references now identify version 5.0.0.

Estimated code review effort: 1 (Trivial) | ~5 minutes

🚥 Pre-merge checks | ✅ 5

✅ Passed checks (5 passed)

Check name	Status	Explanation
Title check	✅ Passed	The title clearly summarizes the release version bump to v5.0.0.
Description check	✅ Passed	The description matches the version promotion and release-focused changes in the PR.
Docstring Coverage	✅ Passed	Docstring coverage is 100.00% which is sufficient. The required threshold is 80.00%.
Linked Issues check	✅ Passed	Check skipped because no linked issues were found for this pull request.
Out of Scope Changes check	✅ Passed	Check skipped because no linked issues were found for this pull request.

✨ Finishing Touches

📝 Generate docstrings

• Create stacked PR
• Commit on current branch

🧪 Generate unit tests (beta)

• Create PR with unit tests
• Commit unit tests in branch release/v5.0.0

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