268 Commits

Author SHA1 Message Date
Drew Cain b997d858cd fix(sync): also exclude orphan DB projects absent from config (#949)
Address Codex review feedback. The previous path-only filter dropped an
implicit protection: get_project_mode() defaults projects missing from
config to CLOUD, so the old mode-based guard skipped stale DB rows that
had been removed from config. With a path-only check, an orphan row with
an absolute path would pass and background sync/watch could still mutate
a directory the user already removed from config (config is the source of
truth) if reconciliation was skipped or failed.

Introduce BasicMemoryConfig.is_locally_syncable(name, path), which
requires both config membership and an absolute path, and use it from
both the background sync selection and the watch cycle so the two paths
cannot diverge. Add direct unit tests for the helper plus an orphan-row
regression test for the watch selection.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Signed-off-by: Drew Cain <groksrc@gmail.com>
2026-06-12 18:02:18 -05:00
Drew Cain 8dd6451dfe fix(sync): skip projects without an absolute local path (#949)
A project entry in config.json with an empty path (e.g. `{"path": ""}`)
caused background sync and the watch service to adopt the process cwd as
the project root, injecting Basic Memory frontmatter into unrelated
markdown files.

The existing guards only skipped a project when get_project_mode()
returned CLOUD. But ProjectEntry.mode defaults to LOCAL, so an empty- or
relative-path entry without an explicit mode slipped through, and
Path("") resolves against the current working directory.

Gate local sync and watching on the path itself: any project whose path
is not absolute is excluded, regardless of mode. Legitimate local
projects are always resolved to absolute paths at creation, and cloud
projects with a real local bisync copy keep their absolute path and are
still synced/watched.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Signed-off-by: Drew Cain <groksrc@gmail.com>
2026-06-12 18:02:18 -05:00
phernandez 32a1c208b3 fix(core): preserve an existing database default when repairing a missing config default
Follow-up to #985 (the #974 fix by @rudi193-cmd), addressing the codex P2
raised on #987: when config's default_project has no database row but the
database still holds a valid default of its own, promoting the just-added
project would silently steal that default. The repair now repoints config
at a surviving database default — matching synchronize_projects, which
treats the database default as authoritative — and promotes the added
project only when no usable database default exists (no default at all,
or one unknown to config, which set_default_project rejects and
reconciliation deletes).

Also removes an unused ProjectConfig import from the #985 regression test
(strict ruff failure; CI's --fix lint masked it).

Refs #974

Signed-off-by: phernandez <paul@basicmachines.co>
2026-06-12 09:44:21 -05:00
rudi193-cmd b92b0340d5 fix: promote first project when config default is missing from DB
Fresh CLI installs auto-create main in config but never sync it to the
projects table; the first project add now becomes default when the
configured default has no DB row. Fixes #974.

Signed-off-by: rudi193-cmd <rudi193@gmail.com>
Co-authored-by: Cursor <cursoragent@cursor.com>
2026-06-12 09:03:36 -05:00
Paul Hernandez 1ad3a350ad fix(mcp): close out the #952 manual verification findings (#981)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-06-11 17:59:35 -05:00
Drew Cain 7bb7664fae fix(core): use Observation.permalink in build_context to match the search index (#946)
Closes #929

Signed-off-by: phernandez <paul@basicmemory.com>
2026-06-10 14:05:02 -05:00
Paul Hernandez aa9594d82a perf(ci): disable semantic search in default test fixtures (#938)
Disable the silently-on semantic embedding stack in default test fixtures and deselect on-demand benchmarks from CI int jobs. int SQLite 337s -> 110s, Postgres unit ~25min -> ~13min.

Signed-off-by: phernandez <paul@basicmemory.com>
2026-06-09 21:55:21 -05:00
Paul Hernandez 93ed34001b fix(core): disambiguate truncated observation permalinks to prevent index collisions (#931)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-09 20:20:46 -05:00
Paul Hernandez 4fe6fe09c8 feat(core): add observation category filter to search (#908)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-07 19:57:19 -05:00
Paul Hernandez 271c883ea8 fix(core): load sqlite-vec for embedding-status query (#901)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-07 17:37:27 -05:00
Sourish Chakraborty f916662ff3 fix(core): allow cross-project context traversal 2026-06-06 21:43:21 -05:00
Drew Cain 9af320187c fix(core): load sqlite-vec before vector table cleanup (#852)
Signed-off-by: Drew Cain <groksrc@gmail.com>
2026-05-26 00:27:47 -05:00
Drew Cain 5ae8a733ea fix(mcp): route mixed local/cloud projects correctly (#837)
Signed-off-by: Drew Cain <groksrc@gmail.com>
2026-05-23 11:31:13 -05:00
Paul Hernandez 9e3fe26a83 fix(core): purge SQLite search_index on project delete (#832)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-16 16:47:24 -05:00
Paul Hernandez 3bed6d8890 chore(deps): update deps and harden security (#825)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-15 10:45:14 -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 c6fa185bf3 fix(mcp): route edit_note workspace-qualified permalinks (#813)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-11 12:56:26 -05:00
Drew Cain 9862ef5411 fix(core): use updated_at for recent_activity filter and ordering (#812)
Signed-off-by: claude[bot] <41898282+claude[bot]@users.noreply.github.com>
Signed-off-by: Drew Cain <groksrc@gmail.com>
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: claude[bot] <41898282+claude[bot]@users.noreply.github.com>
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
Co-authored-by: phernandez <paul@basicmachines.co>
2026-05-11 09:14:06 -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 953fe20aef test(core): regression guard for vector-row cleanup on entity delete (#764) (#771)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-04-28 23:20:15 -05:00
Paul Hernandez 2fe4488eda fix(sync): constrain watch service to --project scope (#759)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-04-20 13:46:13 -05:00
Paul Hernandez 1b39062ecd refactor(core): rip telemetry wrappers, use logfire directly (#754)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-17 13:58:19 -05:00
Paul Hernandez c4cf0aff1e perf(sync): speed up single markdown file indexing (#751)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-04-17 07:08:21 -05:00
Drew Cain e2e65575d6 fix(core): honor BASIC_MEMORY_CONFIG_DIR across remaining call sites (#744)
Signed-off-by: Drew Cain <groksrc@gmail.com>
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-15 22:55:25 -05:00
Paul Hernandez 4e53bb83fd refactor(core): simplify note write flow (#739)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-04-15 17:56:27 -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 093c94fea5 fix(core): clean up delete vectors and cloud sync (#733)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-04-09 21:23:45 -05:00
Paul Hernandez 7945c1e2f7 perf(core): speed up vector sync and tune fastembed defaults (#731)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-04-09 00:20:12 -05:00
Paul Hernandez 540da418b3 perf(sync): batch file indexing in core (#726)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-04-08 01:21:49 -05:00
Paul Hernandez 8c81d3ce17 perf(core): reduce postgres vector sync work (#723)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-04-07 19:00:19 -05:00
Drew Cain 367fcaac50 perf: eliminate redundant DB queries in upsert_entity_from_markdown (#714)
Signed-off-by: Drew Cain <groksrc@gmail.com>
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Co-authored-by: phernandez <paul@basicmachines.co>
2026-04-04 12:40:27 -05:00
Paul Hernandez 69808b23ca perf(core): reuse written note content after writes (#717)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-04-04 00:16:22 -05:00
Paul Hernandez cfa70004be fix: concurrent delete race conditions in delete_entity (#702)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-30 19:57:30 -05:00
phernandez 98a2a3cbaf Unify MCP telemetry spans across routers and services
Signed-off-by: phernandez <paul@basicmachines.co>
2026-03-28 14:42:18 -05:00
Paul Hernandez 4791e19685 feat: add Logfire phased instrumentation (#692)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-24 20:39:42 -05:00
Paul Hernandez c8b00449d2 fix(core): exclude stale entity rows from embedding coverage stats (#675)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-15 18:45:36 -05:00
Drew Cain db60942267 fix(core): invalidate config cache when file is modified by another process (#662)
Signed-off-by: Drew Cain <groksrc@gmail.com>
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-10 23:05:55 -05:00
Paul Hernandez 30a89357cb fix(core): handle SQLite and Windows semantic regressions (#655)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-03-09 22:18:17 -05:00
Paul Hernandez ad3f2650d9 feat: add insert_before_section and insert_after_section edit operations (#648)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-08 10:54:10 -05:00
phernandez af71cf4896 fix(test): clear search_vector_chunks before embedding backfill test
Test was polluted by other tests leaving rows in search_vector_chunks,
causing _needs_semantic_embedding_backfill to return False.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-03-07 13:54:58 -06:00
phernandez e846ae85d8 fix: semantic embeddings not generated on fresh DB or upgrade
The previous backfill trigger relied on Alembic revision tracking, but
alembic_version only stores the head revision — intermediate revisions
(like the backfill trigger) are invisible after a multi-step upgrade or
fresh DB creation.

Three changes fix this:

1. Replace Alembic revision check with a simple "entities exist but
   embeddings are empty" check that works regardless of migration path
2. Generate embeddings during sync — after FTS indexing, batch-embed all
   synced entities at the end of the sync operation
3. Add background backfill at MCP startup for the upgrade path (entities
   already exist, no embeddings) without blocking server readiness

Also adds clear startup logging for semantic embedding status so issues
are easy to spot in the logs.

📋 Covers: fresh DB, upgrade from pre-embedding version, db reset,
   interrupted backfill

Signed-off-by: Pedro Hernandez <pedro@basicmachines.co>
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-03-07 13:23:39 -06:00
phernandez d15f6a8427 Add batched vector sync orchestration across repositories 2026-03-03 16:36:06 -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 e97eafa55a fix: build_context related_results schema validation failure (#631)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-27 12:30:44 -06:00
phernandez 74e6afdc0f fix: create search_vector_chunks in test fixtures for Postgres compatibility
Embedding status tests were creating search_vector_chunks inline using
SQLite-only DDL (AUTOINCREMENT). Added Postgres DDL constants to
models/search.py and wired them into the test fixture so both backends
create the table at setup time — matching what the Alembic migration
does in production.

Also fixed stub search_vector_embeddings to use chunk_id (Postgres
column name) instead of rowid, and added inter-test cleanup to prevent
ordering-dependent failures.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-02-25 17:30:35 -06:00
phernandez b09eca1698 feat: add EmbeddingStatus schema and get_embedding_status() service method
Add EmbeddingStatus model to project_info schemas and wire it into
ProjectInfoResponse. ProjectService.get_embedding_status() queries
vector tables for chunk/embedding counts, detects orphaned chunks
and missing embeddings, and recommends reindex when appropriate.
Handles both SQLite and Postgres backends. 🔍

Includes 6 unit tests covering: disabled search, missing vector tables,
entities without chunks, orphaned chunks, healthy state, and integration
with get_project_info().

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-02-25 11:44:50 -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
jope-bm da4d369c32 feat: add created_by and last_updated_by user tracking to Entity (#602)
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-23 11:20:59 -07:00
Paul Hernandez c44291830c chore: rename entity_type to note_type (#600)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-22 20:28:57 -06:00
Paul Hernandez b86dd6fb53 feat: Fix bm CLI runtime defects and audit regressions (#596)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-02-20 22:59:29 -06:00