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codex/851-cloud-sync-help-docs
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62 Commits

Author SHA1 Message Date
Drew Cain 36b51b676e fix(mcp): return workspace-qualified write permalinks (#853) 
Signed-off-by: Drew Cain <groksrc@gmail.com>
 2026-05-26 00:33:21 -05:00
Sean Campbell 94c04ee456 fix(mcp): restore write_note overwrite schema for external clients (#818) (#841) 
Signed-off-by: rudi193-cmd <rudi193@gmail.com>
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-05-23 14:19:43 -05:00
Paul Hernandez 4cba7ba01c fix(core): parse prose wikilinks as inline links (#824) 
Signed-off-by: phernandez <paul@basicmachines.co>
 2026-05-14 11:43:11 -05:00
Paul Hernandez 4aa0cbdd62 fix(sync): ignore hidden paths relative to watched project (#815) 
Signed-off-by: phernandez <paul@basicmachines.co>
 2026-05-11 11:14:03 -05:00
Paul Hernandez df5e8d805f fix(mcp): centralize workspace permalink routing (#808) 
Signed-off-by: phernandez <paul@basicmachines.co>
 2026-05-08 16:44:57 -05:00
Paul Hernandez a661e924df feat(mcp): create projects by workspace slug (#789) 
Signed-off-by: phernandez <paul@basicmachines.co>
 2026-05-03 19:31:55 -05:00
Paul Hernandez 0b335476d6 fix(mcp): resolve projects by external_id, remove workspace from MCP tools (#777) 
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
 2026-05-01 05:15:44 -05:00
Paul Hernandez 799dd6c629 fix(mcp): remove no-op pagination params from read_note and view_note (#768) 
Signed-off-by: phernandez <paul@basicmachines.co>
 2026-04-28 23:05:14 -05:00
Paul Hernandez 26e74ea118 test(core): regression guard for long relation_type values (#721) (#770) 
Signed-off-by: phernandez <paul@basicmachines.co>
 2026-04-28 22:55:14 -05:00
Paul Hernandez ee1558ea68 feat(mcp): accept training-data-friendly parameter aliases (#766) 
Signed-off-by: phernandez <paul@basicmachines.co>
 2026-04-28 20:10:36 -05:00
Paul Hernandez 052545b661 chore(core): make ty the default typechecker (#736) 
Signed-off-by: phernandez <paul@basicmachines.co>
 2026-04-13 10:34:01 -05:00
Paul Hernandez 013864ebf0 fix(cli): use resolved project path in doctor command (#667) 
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-15 18:43:23 -05:00
Paul Hernandez a5c9e77f16 fix: coerce string params to list/dict in MCP tools (#657) 
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-09 22:19:07 -05:00
Paul Hernandez 9809b469c6 fix: enforce strict entity resolution in destructive MCP tools (#650) 
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-08 15:56:07 -05:00
phernandez fced804438 fix(test): update integration test for DB default project fallback (#644) 
The test previously asserted that write_note fails when ConfigManager
has no default_project. With the API fallback, it now correctly
resolves to the database is_default project. Updated the test to
verify this fallback behavior instead of expecting an error.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
 2026-03-04 13:27:03 -06:00
phernandez 7f2d4d2a6f fix: three cloud-testing bugs (#640, #641, #642) 
🔧 #640 — LinkResolver selects worst match instead of best
Replace `min(results, key=lambda x: x.score)` with `results[0]`.
Both SQLite and Postgres return results sorted best-first in SQL,
so using `results[0]` is backend-agnostic and correct.

🔧 #641 — search_notes output_format="text" returns raw Pydantic model
Add `_format_search_markdown()` that formats SearchResponse as readable
markdown with title, permalink, score, and matched snippet per result.
Update prompts to use `output_format="json"` since they need structured
data for result counting and branching logic.

🔧 #642 — metadata_filters with `note_type` key returns empty results
Add `_METADATA_KEY_ALIASES` mapping at the tool level that aliases
`note_type` → `type` before passing metadata_filters to the search query.
The frontmatter field is `type`, not `note_type`.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
 2026-03-02 12:58:22 -06:00
Paul Hernandez bd5923a370 feat: add overwrite guard to write_note tool (#632) 
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
 2026-02-27 16:12:38 -06:00
phernandez e59b5cb6d9 feat: edit_note append/prepend auto-create note if not found (#614) 
When append or prepend targets a non-existent note, the tool now
creates the file automatically instead of returning an error. This
eliminates silent failures for plugins (like openclaw) that use
edit_note(append) to build daily conversation notes — on the first
message of each day, the note didn't exist yet.

- find_replace and replace_section still require an existing note
- JSON output now includes `fileCreated: bool` in all responses
- Path traversal security check applied to auto-created directories
- Updated error messages to suggest append/prepend for missing notes

🧪 25 unit tests, 14 MCP integration tests, 10 CLI integration tests — all passing

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
 2026-02-26 19:00:34 -06:00
phernandez c372dfb09f fix: use LinkResolver fallback in build_context for flexible identifier matching (#582) 
build_context now falls back to LinkResolver when an exact permalink lookup
returns empty results. This reuses the same resolution pipeline as read_note
(permalink candidates, title match, file path, FTS) so callers no longer
get empty results for valid note identifiers.

Also changes ensure_frontmatter_on_sync default to True — frontmatter is
now added during sync by default. Tests updated accordingly.

🔧 ContextService accepts optional LinkResolver, wired via DI in all 3 factory variants
✅ 2027 unit + 278 integration tests passing

Closes #582

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
 2026-02-24 18:58:19 -06:00
Paul Hernandez ee0397513d fix: recent_activity dedup + pagination across MCP tools (#595) 
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
 2026-02-20 21:48:58 -06:00
phernandez d7faeb754e feat: Add destination_folder parameter to move_note tool 
Allows callers to move a note into a folder while preserving its original
filename — no need for a separate read_note round-trip to extract the basename.

- destination_folder is mutually exclusive with destination_path
- Rejected for directory moves (is_directory=True)
- Uses Path().name and PureWindowsPath().as_posix() for cross-platform compat
- Validates resolved path against path traversal attacks
- Includes formatting fixes in promo.py and test_analytics.py

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
 2026-02-20 02:06:04 -06:00
Paul Hernandez 0cb3f95d67 feat: Add JSON output mode for BM MCP tools (default text) (#585) 
Signed-off-by: phernandez <paul@basicmachines.co>
Signed-off-by: Paul Hernandez <60959+phernandez@users.noreply.github.com>
 2026-02-18 22:18:29 -06:00
Paul Hernandez 55d675e278 feat: min_similarity override, cloud promo improvements (#570) 
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
 2026-02-16 16:44:02 -06:00
Paul Hernandez 545804f194 feat: Add project-prefixed permalinks and memory URL routing (#544) 
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
 2026-02-13 17:45:50 -06:00
Paul Hernandez 8bc03d1357 feat(mcp): add MCP UI variants and TUI output (#545) 
Signed-off-by: phernandez <paul@basicmachines.co>
 2026-02-13 15:21:48 -06:00
Paul Hernandez 8072449a78 chore: Add fast feedback loop tooling (#538) 
Signed-off-by: phernandez <paul@basicmachines.co>
 2026-02-01 23:04:59 -06:00
Paul Hernandez 0b2080114b feat: add directory support to move_note and delete_note tools (#518) 
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.5 <noreply@anthropic.com>
 2026-01-26 19:52:10 -06:00
Paul Hernandez 863e0a4e24 fix: prevent CLI commands from hanging on exit (Python 3.14) (#505) 
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.5 <noreply@anthropic.com>
 2026-01-11 16:47:35 -06:00
Paul Hernandez 5947f04bd3 refactor: composition roots, deps split, and typed API clients (#490 roadmap) (#502) 
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.5 <noreply@anthropic.com>
 2026-01-04 11:05:58 -06:00
jope-bm a4000f64ce feat: add stable external_id (UUID) to Project and Entity models (#485) 
Signed-off-by: Joe P <joe@basicmemory.com>
Signed-off-by: Paul Hernandez <60959+phernandez@users.noreply.github.com>
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.5 <noreply@anthropic.com>
Co-authored-by: Paul Hernandez <60959+phernandez@users.noreply.github.com>
Co-authored-by: phernandez <paul@basicmachines.co>
 2026-01-02 13:00:35 -06:00
Paul Hernandez 1fd680c3f1 feat: add auto-format files on save with built-in Python formatter (#474) 
Signed-off-by: Cedric Hurst <cedric@spantree.net>
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Cedric Hurst <cedric@spantree.net>
Co-authored-by: Claude Opus 4.5 <noreply@anthropic.com>
Co-authored-by: Sebastian B Otaegui <feniix@users.noreply.github.com>
Co-authored-by: Cedric Hurst <cedric@divideby0.io>
 2025-12-24 15:39:22 -06:00
jope-bm 1a74d85973 feat: Complete Phase 2 of API v2 migration - Update MCP tools to use v2 endpoints (#447) 
Signed-off-by: Joe P <joe@basicmemory.com>
Signed-off-by: Paul Hernandez <60959+phernandez@users.noreply.github.com>
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude <noreply@anthropic.com>
Co-authored-by: Paul Hernandez <60959+phernandez@users.noreply.github.com>
Co-authored-by: phernandez <paul@basicmachines.co>
 2025-12-24 12:59:14 -06:00
Paul Hernandez 916baf8971 fix: prevent CLI commands from hanging on exit (#471) 
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.5 <noreply@anthropic.com>
 2025-12-24 11:27:11 -06:00
Paul Hernandez 0c12a39a98 test: Add integration test for issue #416 (read_note with underscored folders) (#453) 
Signed-off-by: claude[bot] <41898282+claude[bot]@users.noreply.github.com>
Co-authored-by: claude[bot] <41898282+claude[bot]@users.noreply.github.com>
Co-authored-by: Paul Hernandez <phernandez@users.noreply.github.com>
 2025-12-17 09:56:45 -06:00
Paul Hernandez efbc758325 fix: await background sync task cancellation in lifespan shutdown (#456) 
Signed-off-by: claude[bot] <41898282+claude[bot]@users.noreply.github.com>
Co-authored-by: claude[bot] <41898282+claude[bot]@users.noreply.github.com>
Co-authored-by: Paul Hernandez <phernandez@users.noreply.github.com>
 2025-12-17 09:53:34 -06:00
jope-bm 28cc5225a7 feat: Implement API v2 with ID-based endpoints (Phase 1) (#441) 
Signed-off-by: Joe P <joe@basicmemory.com>
Signed-off-by: phernandez <paul@basicmachines.co>
Signed-off-by: Claude <noreply@anthropic.com>
Co-authored-by: Claude <noreply@anthropic.com>
Co-authored-by: Paul Hernandez <60959+phernandez@users.noreply.github.com>
Co-authored-by: phernandez <paul@basicmachines.co>
 2025-11-27 10:35:55 -06:00
Paul Hernandez fb5e9e1d77 feat: Add PostgreSQL database backend support (#439) 
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude <noreply@anthropic.com>
 2025-11-20 11:20:29 -06:00
Paul Hernandez 3e876a7549 fix: correct ProjectItem.home property to return path instead of name (#341) 
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: claude[bot] <41898282+claude[bot]@users.noreply.github.com>
Co-authored-by: Paul Hernandez <phernandez@users.noreply.github.com>
Co-authored-by: Claude <noreply@anthropic.com>
 2025-10-08 01:03:12 -05:00
Paul Hernandez 73202d1aab fix: add tool use doc to write note for using empty string for root folder (#339) 
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude <noreply@anthropic.com>
 2025-10-07 23:48:02 -05:00
Paul Hernandez 795e339333 fix: prevent nested project paths to avoid data conflicts (#338) 
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude <noreply@anthropic.com>
 2025-10-07 09:44:39 -05:00
Paul Hernandez f5a11f3911 fix: normalize underscores in memory:// URLs for build_context (#329) 
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude <noreply@anthropic.com>
Co-authored-by: claude[bot] <41898282+claude[bot]@users.noreply.github.com>
Co-authored-by: Paul Hernandez <phernandez@users.noreply.github.com>
 2025-10-04 00:16:06 -05:00
Paul Hernandez a7bf42ef49 fix: Add proper datetime JSON schema format annotations for MCP validation (#312) 
Signed-off-by: Claude Code <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: claude[bot] <41898282+claude[bot]@users.noreply.github.com>
Co-authored-by: Paul Hernandez <phernandez@users.noreply.github.com>
 2025-10-03 22:47:02 -05:00
Paul Hernandez 5da97e4820 feat: implement SPEC-11 API performance optimizations (#315) 
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude <noreply@anthropic.com>
 2025-09-26 14:34:46 -05:00
Paul Hernandez f40ab31685 feat: chatgpt tools for search and fetch (#305) 
Signed-off-by: Paul Hernandez <60959+phernandez@users.noreply.github.com>
Signed-off-by: Drew Cain <groksrc@gmail.com>
Co-authored-by: Drew Cain <groksrc@gmail.com>
Co-authored-by: claude[bot] <41898282+claude[bot]@users.noreply.github.com>
Co-authored-by: Paul Hernandez <phernandez@users.noreply.github.com>
Co-authored-by: Drew Cain <groksrc@users.noreply.github.com>
 2025-09-25 11:55:56 -05:00
Paul Hernandez a1d7792bdb feat: Implement SPEC-6 Stateless Architecture for MCP Tools (#298) 
Signed-off-by: phernandez <paul@basicmachines.co>
Signed-off-by: Paul Hernandez <60959+phernandez@users.noreply.github.com>
Co-authored-by: Claude <noreply@anthropic.com>
Co-authored-by: Drew Cain <groksrc@users.noreply.github.com>
 2025-09-21 20:39:19 -05:00
Brandon Mayes 17b929446a fix: Sanitize folder names and properly join paths (#292) 2025-09-15 23:26:56 -04:00
jope-bm 3a6baf80fc feat: Merge Cloud auth (#291) 
Signed-off-by: phernandez <paul@basicmachines.co>
Signed-off-by: Joe P <joe@basicmemory.com>
Co-authored-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude <noreply@anthropic.com>
 2025-09-09 14:48:17 -06:00
jope-bm cd7cee650f fix: complete project management special character support (#272) (#279) 
Signed-off-by: Joe P <joe@basicmemory.com>
Co-authored-by: claude[bot] <209825114+claude[bot]@users.noreply.github.com>
Co-authored-by: jope-bm <jope-bm@users.noreply.github.com>
Co-authored-by: Claude <noreply@anthropic.com>
 2025-08-29 10:57:13 -06:00
Brandon Mayes 74e12eb782 fix: Sanitize filenames and allow optional kebab case (#260) 
Signed-off-by: Brandon Mayes <5610870+bdmayes@users.noreply.github.com>
 2025-08-27 19:29:01 -04:00
Drew Cain 7a8b08d11e fix: Windows test failures and add Windows CI support (#273) 
Signed-off-by: Drew Cain <groksrc@gmail.com>
Co-authored-by: Claude <noreply@anthropic.com>
 2025-08-25 08:58:24 -05:00