Commit Graph

340 Commits

Author SHA1 Message Date
claude[bot] 0b915b76ce fix: use max() instead of min() in LinkResolver search fallback
The search fallback (strategy 5) was using min() to select the best match
from FTS results, which selected the WORST match instead of the best.
On both SQLite and Postgres backends, higher scores indicate better matches
(FTS rank, vector similarity normalized to [0,1], hybrid fusion). Using max()
correctly returns the highest-scoring result.

Fixes #640

Co-authored-by: Paul Hernandez <phernandez@users.noreply.github.com>
Signed-off-by: claude[bot] <41898282+claude[bot]@users.noreply.github.com>
2026-03-02 16:42:11 +00:00
phernandez dc0ca71c18 fix: avoid Post(**metadata) crash when frontmatter contains 'content' or 'handler' keys
frontmatter.Post.__init__ takes `content` and `handler` as positional
parameters. When user YAML frontmatter contains these as field names,
unpacking metadata via **kwargs causes "got multiple values for argument
'content'".

Replace frontmatter.loads() with frontmatter.parse() + Post() + update()
in entity_parser, and replace the **metadata unpacking in
entity_service.update_entity() with the same safe pattern.

Fixes basic-memory-cloud#375

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-02-27 22:52:16 -06:00
phernandez 236ae268aa fix: coerce list frontmatter values to strings for title and type fields
YAML block sequence syntax can cause PyYAML to parse scalar fields like
`title` and `type` as lists instead of strings. Downstream code calls
.strip()/.casefold() on these values, crashing with
"'list' object has no attribute 'strip'".

Add _coerce_to_string() helper that joins list items with ", " and apply
it in entity_parser.parse_markdown_content() and
entity_service.fast_edit_entity() where these fields are extracted.

Fixes basic-memory-cloud#376

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-02-27 22:45:09 -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 54b968b93c fix: reduce excessive log volume by demoting per-request noise to DEBUG (#613)
Demote high-frequency per-request/per-item logs from INFO to DEBUG:
- 🔇 Client routing decisions (async_client.py) — logged every MCP tool call
- 🔇 DB migration checks (db.py) — logged every ASGI client creation
- 🔇 Vector table ensure/ready (sqlite + postgres search repos) — logged every search
- 🔇 Per-entity search index start/complete (search_service.py) — logged every file sync
- 🔇 Incremental scan details + per-file permalink updates (sync_service.py)
- 🔇 MCP search tool params and no-results (search.py)
- 📉 Log retention: "10 days" → 5 files (~50MB cap)

API v2 request/response logs remain at INFO for observability.

Closes #613

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-02-26 19:48:24 -06:00
phernandez e46555bf2c fix: guard against closed streams in promo and missing vector tables (#579, #607)
- Wrap isatty() in _is_interactive_session() with try/except ValueError
  so MCP stdio transport shutdown no longer produces noisy tracebacks
- Check both search_vector_chunks AND search_vector_embeddings exist
  before running JOIN queries in get_embedding_status(), fixing
  OperationalError when only the chunks table is present
- Add test for closed-stream scenario

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-02-25 18:01:59 -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
phernandez d763d86798 fix: unify project path so path is always the local filesystem path
Cloud projects with bisync had a split-brain problem: `path` held a cloud
slug while the actual local directory lived in `local_sync_path`. This caused
`bm status` and file sync to fail for bisync'd cloud projects.

Changes:
- Config migration promotes `local_sync_path` → `path` for entries where
  `path` is a non-absolute cloud slug
- `ensure_project_paths_exists` skips cloud-only projects with slug paths
- `initialize_file_sync` and watch service now keep cloud projects that have
  an absolute local path (bisync copy) instead of skipping all cloud projects
- `sync-setup` and `project add --cloud --local-path` set both `path` and
  `local_sync_path` to the local directory
- `sync-setup` creates the project in the local DB for immediate MCP use
- `_get_sync_project` falls back from `local_sync_path` to `path`
- Config load errors now show user-friendly messages instead of stack traces

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-02-24 15:08:09 -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
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
Paul Hernandez edb7991ccf fix: strip NUL bytes from content before PostgreSQL search indexing (#592)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-20 18:11:04 -06:00
jope-bm deef89a724 feat: Add display_name and is_private to ProjectItem (#574)
Signed-off-by: Joe P <joe@basicmemory.com>
Signed-off-by: phernandez <paul@basicmachines.co>
Signed-off-by: claude[bot] <41898282+claude[bot]@users.noreply.github.com>
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
Co-authored-by: Paul Hernandez <60959+phernandez@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>
Co-authored-by: phernandez <paul@basicmachines.co>
Co-authored-by: jope-bm <jope-bm@users.noreply.github.com>
2026-02-20 01:44:07 -06:00
phernandez 8c05a9ec80 fix: stabilize semantic search defaults, FTS fallback, and postgres project sync
Signed-off-by: phernandez <paul@basicmachines.co>
2026-02-17 15:36:46 -06:00
phernandez a6d8d4c0f6 Add ensure_frontmatter_on_sync with precedence warning
Add a new config option to enforce frontmatter on markdown sync when missing, writing derived title/type/permalink and updating in-memory metadata before upsert. Add startup warning when this option is combined with disable_permalinks to make precedence explicit. Add config/sync/initialization tests for the new behavior, and stabilize project list CLI integration assertions by forcing a wide terminal in tests to avoid Rich truncation.

Signed-off-by: phernandez <paul@basicmachines.co>
2026-02-16 22:08:09 -06:00
phernandez 0239f4abb4 Simplify local/cloud routing and clarify project targeting
Signed-off-by: phernandez <paul@basicmachines.co>
2026-02-16 21:42:25 -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
Drew Cain 6afe4fd0cc feat: expose external_id in EntityResponse and link resolver (#569)
Signed-off-by: Drew Cain <groksrc@gmail.com>
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-15 20:33:37 -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 d84708ca7f feat: add per-project local/cloud routing with API key auth (#555)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-13 09:52:50 -06:00
Paul Hernandez 8df88e4d02 feat: add basic-memory watch CLI command (#559)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-12 20:10:09 -06:00
Paul Hernandez 07778790d3 feat: add semantic vector search for SQLite and Postgres (#550)
Signed-off-by: phernandez <paul@basicmachines.co>
Signed-off-by: bm-clawd <clawd@basicmemory.com>
Co-authored-by: bm-clawd <clawd@basicmemory.com>
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-12 15:44:47 -06:00
Paul Hernandez 343a6e118b fix: Handle EntityCreationError as conflict (#541)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-02-03 22:28:58 -06:00
Paul Hernandez f1d50c2ba7 feat: Support tag: query shorthand in search (#535)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-02-02 19:22:16 -06:00
phernandez 8838571509 Add metadata filter tests and fix fast write external_id
Signed-off-by: phernandez <paul@basicmachines.co>
2026-01-31 15:27:05 -06:00
Paul Hernandez 530cbac73f feat: fast edit entities, refactors for webui, enhance search (#532)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-01-31 15:16:52 -06:00
Drew Cain 0023e736ab feat: add context-aware wiki link resolution with source_path support (#527)
Co-authored-by: Claude Opus 4.5 <noreply@anthropic.com>
2026-01-28 19:11:41 -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 17c0e0a29b fix: check config default_project only in local mode for remove_project (#523)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.5 <noreply@anthropic.com>
2026-01-24 12:53:44 -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
phernandez 3c1748cc89 return external_id with directory response in tree
Signed-off-by: phernandez <paul@basicmachines.co>
2026-01-02 23:44:03 -06:00
phernandez 9206e7960a return external_id with directory response
Signed-off-by: phernandez <paul@basicmachines.co>
2026-01-02 23:43:14 -06:00
Paul Hernandez b4486d20bd test: remove stdlib mocks, strengthen integration coverage (#489)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.5 <noreply@anthropic.com>
2026-01-02 14:22:01 -06:00
phernandez 2744c4b6a5 add info logging to index_entity_data background task
Signed-off-by: phernandez <paul@basicmachines.co>
2025-12-30 12:04:49 -06:00
Paul Hernandez fd732aa6fe fix: set_default_project skips config file update in cloud mode (#486)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-30 09:05:48 -06:00
phernandez ef7adb7b99 fix: add cloud_mode check to initialize_app()
MCP server crashes in cloud mode with:
ValueError: DATABASE_URL must be set when using Postgres backend

Root cause: initialize_app() did not check cloud_mode_enabled before
trying to initialize the database. Only ensure_initialization() had
the check. In cloud mode, tenant DBs are per-request via headers,
not via DATABASE_URL environment variable.

Also includes minor formatting fix in telemetry.py.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2025-12-28 10:31:17 -06:00
phernandez 3cd9178415 refactor: centralize test environment detection in config.is_test_env
Add is_test_env property to BasicMemoryConfig that checks:
- config.env == "test"
- BASIC_MEMORY_ENV env var is "test"
- PYTEST_CURRENT_TEST is set

Replace duplicated test detection logic in:
- api/app.py
- mcp/server.py
- services/initialization.py
- telemetry.py (disables telemetry during tests)

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2025-12-27 12:44:42 -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 a0f20eb102 chore: more Tenantless fixes (#457)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-16 18:34:05 -06:00
Paul Hernandez 78673d8e51 chore: Cloud compatibility fixes and performance improvements (#454)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-15 20:07:55 -06:00
Paul Hernandez 4a43d7df4a remove logfire instrumentation
Signed-off-by: phernandez <paul@basicmachines.co>
2025-12-13 15:22:14 -06:00
Cedric Hurst 70bb10be1d fix: respect --project flag in background sync (fixes #434) (#436)
Signed-off-by: Cedric Hurst <cedric@spantree.net>
2025-12-08 12:58:18 -06:00
phernandez a920a9ff29 feat: Add project_id to Relation and Observation for efficient project-scoped queries
Denormalizes project_id onto Relation and Observation tables to enable
efficient project-scoped queries without joins. Migration backfills
from associated entity and adds pg_trgm extension with GIN indexes
for fuzzy link resolution on PostgreSQL.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2025-12-01 21:54:56 -06:00
phernandez 6f99d2e551 perf: lightweight permalink resolution to avoid eager loading
Add optimized repository methods for resolve_permalink() that skip
eager loading of observations and relations:

- permalink_exists(): Check existence without loading entity
- get_file_path_for_permalink(): Get only file_path column
- get_permalink_for_file_path(): Get only permalink column
- get_all_permalinks(): Get all permalinks as strings
- get_permalink_to_file_path_map(): Bulk lookup mapping
- get_file_path_to_permalink_map(): Reverse mapping

Updated entity_service.resolve_permalink() to use these lightweight
methods instead of loading full entities with all relationships.

Also added logfire instrumentation to markdown utils.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2025-11-30 14:34:31 -06:00
phernandez c3678a11d2 truncate content_stems to fix Postgres 8KB index row limit
Large documents (like ~1MB conversation imports) exceed Postgres's 8KB
index row limit, causing ProgramLimitExceededError. Truncate content_stems
to 6000 characters (with headroom for other columns) before indexing.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2025-11-29 20:23:09 -06:00
phernandez 7d763a66ff use entity.mtime for updated at in api
Signed-off-by: phernandez <paul@basicmachines.co>
2025-11-29 13:21:58 -06:00