Commit Graph

256 Commits

Author SHA1 Message Date
phernandez 2bd6552e84 fix(mcp): address PR review feedback (P2 + multi-project search)
Two follow-up fixes on the same branch:

1. **Purge sqlite-vec embeddings during project delete** (Codex P2)
   sqlite-vec stores vectors in a vec0 virtual table keyed by chunk rowid
   with no cascade. The previous purge removed search_vector_chunks but
   left the embeddings behind; `_run_vector_query` then keeps returning
   stale vectors that crowd live results.

   ProjectRepository.delete now deletes embeddings first (using the same
   rowid-IN-chunks pattern as SQLiteSearchRepository.delete_project_vector_rows),
   then the chunk rows. Both deletes are skipped if the underlying table
   is absent on a given install. New test test_remove_project_purges_vector_embeddings
   covers the happy path and skips cleanly when the embeddings table
   isn't initialized.

2. **Fix search_all_projects=True on local installs**
   `_search_all_projects` recurses into search_notes with both project=
   and project_id= set. project_id (external UUID) routes through the
   cloud v2 API path, which 401s on local installs because there's no
   JWT to present — so the inner calls silently failed and the merged
   result list stayed empty.

   The fan-out now mirrors get_project_client's cloud_available composite
   (factory mode OR explicit --cloud OR has_cloud_credentials). When that
   composite is false we forward project= only and take the name-routed
   local-ASGI path. Cloud disambiguation still works because the project
   name in project_ref is already the workspace/project qualified_name.

   The existing cloud-style fan-out tests now go through a cloud_routing
   fixture that pins the three signals; a new local_routing test confirms
   project_id is dropped when no cloud route is available.

Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-16 15:11:39 -05:00
phernandez a85767ad92 fix(core): purge SQLite search_index on project delete
SQLite stores search_index as an FTS5 virtual table, which can't carry a
foreign key, so the ON DELETE CASCADE from search_index.project_id to
project.id only applies on Postgres. On SQLite, deleting a project left
its FTS rows behind — and when auto-increment handed the same id to a
new project, the leftover rows masqueraded as the new tenant's data and
leaked into searches scoped to that project.

- ProjectRepository.delete now explicitly purges search_index and
  search_vector_chunks for the project id in the same session before
  the ORM delete. Idempotent on Postgres (the cascade FK still runs).
- One-time cleanup migration sweeps two leftover shapes: rows whose
  project_id is gone, and rows whose entity_id is gone (the larger
  class from id reuse). Guarded by table-existence checks so fresh
  SQLite installs — where search_index is created at runtime by
  init_search_index, not by Alembic — don't fail the upgrade.
- Regression test seeds both derived tables, calls remove_project,
  and asserts both come out clean. Verified red on pre-fix code.

Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-16 11:43:16 -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
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
Paul Hernandez 306e562281 chore: Make semantic deps default, auto-backfill embeddings, and default search to semantic (#586)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-02-19 18:31:15 -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 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