Commit Graph

1421 Commits

Author SHA1 Message Date
Paul Hernandez a8d034b940 fix(mcp): point move mismatch guidance at landing path (#916)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-06-08 10:42:38 -05:00
Paul Hernandez 7c0937f658 fix(mcp): validate navigation pagination and fix recent_activity project display (#915)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-07 23:03:00 -05:00
Paul Hernandez 8570d96bad fix(cli): align bm tool commands with MCP (error exits, overwrite, category, default) (#913)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-07 22:56:43 -05:00
Paul Hernandez 480a2d9468 fix(mcp): resolve memory:// in move_note and stop false cross-project rejections (#914)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-07 22:44:08 -05:00
Paul Hernandez df7452e3ba fix(core): make note_types search filter case-insensitive (#912)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-07 22:44:04 -05:00
Paul Hernandez 85a8e59d0f fix(core): split comma-separated tags in parse_tags (#911)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-07 22:44:01 -05:00
Paul Hernandez 07cb7a606b docs(core): mark LiteLLM provider experimental (#899)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-07 20:13:54 -05:00
Paul Hernandez 0ef03edde6 feat(cli): add --type to the write-note tool command (#907)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-07 20:06:44 -05:00
Paul Hernandez efe43a10ea feat(cli): add --wait and --timeout to bm status (#906)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-07 19:58:02 -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 8acdb49a41 fix(core): reuse a single embedding provider per process (#903)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-07 19:14:07 -05:00
Paul Hernandez f7304bf553 feat(cli): improve workspace and cloud bisync command discoverability (#905)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-07 18:18:17 -05:00
Paul Hernandez 5b034f081d fix(core): self-heal corrupt FastEmbed model cache (#900)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-07 17:37:30 -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
Paul Hernandez 816ee85fb9 fix(core): prevent asyncpg engine-dispose crash on Postgres backend (#902)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-07 17:37:23 -05:00
Paul Hernandez 3ba3a9504d fix(mcp): stop move_note reporting false success across boundaries (#904)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-07 17:37:20 -05:00
Paul Hernandez 1667cdc000 test(ci): normalize setup overwrite assertion (#898)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-06-06 23:20:06 -05:00
Sourish Chakraborty f916662ff3 fix(core): allow cross-project context traversal 2026-06-06 21:43:21 -05:00
DoubleDeeRuffy 0c9800cd3b fix(sync): use strict deferred relation resolution 2026-06-06 21:43:09 -05:00
Adit Karode 476239d878 feat(cli): add delete-note tool command 2026-06-06 21:41:46 -05:00
DoubleDeeRuffy 20bb19f4cd fix(mcp): resolve write-note overwrite conflicts 2026-06-06 21:41:36 -05:00
tk f6565b9d23 fix(core): L2-normalize FastEmbed vectors (#843)
L2-normalizes FastEmbed output vectors at the provider boundary so SQLite vector scoring keeps its unit-vector contract for custom FastEmbed models such as multilingual MiniLM variants.

Zero vectors are preserved as-is to avoid division errors, and the provider tests cover both non-unit vectors and zero-vector behavior.

Verification:
- uv run pytest tests/repository/test_fastembed_provider.py -q
- uv run ruff check src/basic_memory/repository/fastembed_provider.py tests/repository/test_fastembed_provider.py
- uv run ruff format --check src/basic_memory/repository/fastembed_provider.py tests/repository/test_fastembed_provider.py

Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
Signed-off-by: tk-pkm111 <133480534+tk-pkm111@users.noreply.github.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-06-06 17:15:19 -05:00
Aarish Alam b6e8c636ce feat(core): add LiteLLM embedding provider (#809)
Adds LiteLLM as a semantic embedding provider, including provider configuration, vector normalization, live-provider evaluation tooling, and documentation for OpenAI, Cohere, Azure Foundry, Azure OpenAI, and NVIDIA NIM-style cases.

Maintainer follow-up on this PR added provider hardening, asymmetric document/query embedding support, dimension-forwarding controls, SQLite/Postgres vector invalidation coverage, and the repeatable live LiteLLM harness.

Verification:
- Full base-repo Tests workflow passed for 3d4e092ceb: https://github.com/basicmachines-co/basic-memory/actions/runs/27072071785
- Live LiteLLM harness passed locally for OpenAI, Cohere, and Azure Foundry.

Co-authored-by: Aarish Alam <arishalam121@gmail.com>
Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Signed-off-by: RheagalFire <arishalam121@gmail.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-06-06 17:13:09 -05:00
Paul Hernandez 442fd1523c fix(plugins): include codex in shared version bump (#897)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-06-05 18:34:57 -05:00
Paul Hernandez ce4b5d47a0 fix(skills): reject invalid frontmatter YAML (#896)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-06-05 13:14:27 -05:00
phernandez 59e865c079 chore: update version to 0.21.6 for v0.21.6 release
Signed-off-by: phernandez <paul@basicmachines.co>
v0.21.6
2026-06-04 23:41:42 -05:00
phernandez 96b6b21a88 docs: add v0.21.6 changelog entry
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-06-04 23:41:30 -05:00
Paul Hernandez 5973f9b787 feat(plugins): add codex plugin package (#894)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-06-04 23:14:07 -05:00
Paul Hernandez 8887267256 fix(ci): improve auto bm note narrative (#893)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-06-04 22:34:57 -05:00
Paul Hernandez a6cfed96f1 fix(ci): allow ci PR title scope
Allows ci as a semantic PR title scope and covers the workflow config with a regression test.
2026-06-04 21:05:29 -05:00
Paul Hernandez 2de8183e85 fix(ci): require all codex synthesis schema fields
Fixes the Auto BM Codex structured-output schema guardrail so live synthesis can run.
2026-06-04 20:48:55 -05:00
Paul Hernandez 0adbc12f09 docs(ci): document auto bm dogfood install
Documents the temporary checkout install used while dogfooding Auto BM before the next package release.
2026-06-04 20:44:51 -05:00
phernandez 80ca5a07fd ci(cli): dogfood auto bm workflow install
Signed-off-by: phernandez <paul@basicmachines.co>
2026-06-04 20:33:49 -05:00
phernandez 4502bd3c3b ci(cli): configure auto bm workflow
Signed-off-by: phernandez <paul@basicmachines.co>
2026-06-04 20:27:42 -05:00
phernandez b386502020 fix(cli): show copyable workspace identifiers
Signed-off-by: phernandez <paul@basicmachines.co>
2026-06-04 20:20:56 -05:00
phernandez 16ba55d7b4 feat(cli): add auto bm github ci
Signed-off-by: phernandez <paul@basicmachines.co>
2026-06-04 20:14:59 -05:00
Paul Hernandez 5458c35b35 refactor(plugins): prefix Claude Code plugin skills with bm- (#878)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-04 12:04:05 -05:00
Paul Hernandez fc2ee07076 feat(api): expose owning project on entity resolve
Expose project_external_id on v2 entity resolve responses so cloud callers can authorize cross-project targets without a second tenant DB lookup.
2026-06-02 18:01:17 -05:00
phernandez 61891f2e33 fix(plugins): address PR review — scope captureFolder to checkpoints, ASCII echo
Review feedback on #876:
- Codex (P2): the SessionStart "Where to write" brief said all auto-capture goes to
  captureFolder, but captureFolder is only the PreCompact checkpoint folder. Narrowed
  it — checkpoints go to captureFolder; decisions/tasks/notes follow
  placementConventions (or topic folders when none are set), so proactive captures
  aren't dumped into sessions/ alongside checkpoints.
- Claude review: replaced the em dash in the skills-source-guard echo string with a
  hyphen so the instruction's console output stays ASCII (CLAUDE.md compatibility).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-31 15:05:01 -05:00
phernandez 5f59ca49a2 docs(plugins): fold in setup debrief fixes — cloud-create, skills-source guard, shared-read cap
- Project mapping: document local vs cloud project creation — a cloud-workspace
  project needs a cloud-connected MCP server and a workspace selector; a purely
  local server fails to mkdir the cloud-style path. Pin cloud primaryProject to the
  external_id UUID.
- Install shared skills: guard against clobbering a source checkout — if ./skills is
  git-tracked and holds memory-* dirs (the skills' own source repo), skip the npx
  install instead of overwriting the working copy with published versions.
- Cloud/teams: warn that the SessionStart brief reads only the first 6 shared
  projects per session, so order the most relevant first when more are configured.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-31 15:05:01 -05:00
phernandez 2ba1ca8722 feat(plugins): make setup focus load-bearing, seed schemas via metadata, add smoke test
- Focus question is now load-bearing: it drives an adaptive light folder-structure
  suggestion and is stored. The placement step branches learn (existing project
  with notes) vs suggest (new/empty project) instead of only learning.
- Seed schema notes via the write_note `metadata` param instead of content
  frontmatter. The cloud write path silently coerces nested YAML to the string
  '[object Object]', corrupting schema/settings (basic-memory-cloud#1000); the
  metadata param round-trips correctly on both local and cloud.
- Surface placementConventions + captureFolder in the SessionStart brief so the
  output style's "follow stored placement conventions" reflex has something to
  follow — previously written by setup but never shown to Claude (dead config).
- Add a post-settings smoke test (run the hook's recall query, confirm routing)
  and a restart prompt gated on outputStyle in the close.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-31 15:05:01 -05:00
phernandez 4b6de80faa fix(plugins): hooks fall back to uvx/uv when no CLI binary is on PATH
Codex flagged (review 4397232451) that the hooks locate the CLI via
`command -v basic-memory || command -v bm`, but our own README recommends
connecting the MCP server as `claude mcp add basic-memory -- uvx basic-memory mcp`
— an ephemeral uv run that leaves NO binary on PATH. In that (recommended) setup
both hooks exited before doing anything, so the bridge silently did nothing even
though the MCP server worked.

Both hooks now resolve the CLI invocation as: prefer a `basic-memory`/`bm` binary
(fast), else fall back to `uvx basic-memory`, else `uv tool run basic-memory`, else
silent no-op. The launcher may be multi-token, so the embedded Python splits it with
shlex and prepends it to each command list. The uv cache is already warm from
running the MCP server, so the fallback is cheap.

Verified: with no binary on PATH but uvx present, SessionStart now produces a brief
(previously a silent no-op). Updated the README requirement to note uvx-only works.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-31 12:31:08 -05:00
phernandez 1eb4cd154f fix(plugins): route UUID project refs consistently across all skills
Codex flagged /basic-memory:remember passing a UUID primaryProject as `project`
(review 4397206729) — the same routing bug already fixed in the hooks and the
share skill. Rather than fix only the flagged spot, audited every project-ref
site and made them all consistent:

- remember: route primaryProject as project_id when it's a UUID (was the flag)
- status: same for the primaryProject-scoped search_notes queries
- setup: same for the schema-seed write to primaryProject

share/SKILL.md and both hooks (session-start, pre-compact) already handle it.
That's now every place the plugin routes to a project ref — a project ref may be
a workspace-qualified name (-> project) or an external_id UUID (-> project_id),
and all six sites detect and route accordingly. Plugin validates.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-31 12:31:08 -05:00
phernandez bfee8958ad docs(integrations): document the defensive getattr in the Hermes provider
Addresses the remaining review finding (deferred while #859 was open; now merged,
so the hermes module is on main and the comment lands cleanly here). The two
getattr sites read MCP SDK result/tool fields; `mcp` is an unpinned dependency
(plugin.yaml), and its CallToolResult / ListToolsResult / Tool shapes have varied
across SDK versions — so the defensive getattr is intentional, not the speculative
kind CLAUDE.md warns against. Added constraint comments at both sites explaining why.

No behavior change. `just package-check-hermes` passes (244 passed, 12 integration
tests skipped without BM_INTEGRATION).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-31 12:31:08 -05:00
phernandez 63f5c62dfd fix(plugins): address review findings (UUID routing, outputStyle location, line length)
Resolves the in-scope findings from the github-actions review (its prepared commit
1283a46 couldn't push — 403) and the Codex P2 (review 4397168884):

- pre-compact.sh: route a UUID primaryProject via --project-id, not --project.
  This mirrors session-start.sh; without it a UUID-configured project gets correct
  session briefs but SILENT checkpoint failures at every compaction. The substantive
  correctness fix. Verified end-to-end (checkpoint now lands in a UUID-keyed project).
- skills/share/SKILL.md: same UUID routing for /basic-memory:share team targets —
  pass external_id UUIDs as project_id, qualified names as project. (Codex P2.)
- skills/status/SKILL.md: read outputStyle from the ROOT settings object, not the
  basicMemory block — otherwise /basic-memory:status reports capture reflexes as off
  for a correctly-configured user.
- docs/getting-started.md: move outputStyle out of the basicMemory block to root in
  the team example (matches settings.example.json; it's a top-level Claude Code key).
- session-start.sh: split the >100-char project-routing line.

Out of scope here: the hermes/__init__.py getattr-rationale comments the bot
prepared live in the #859 consolidation code (not in this PR's diff) — flagged for
that PR. Plugin validates; hooks smoke-tested.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-31 12:31:08 -05:00
phernandez 451f27cfd9 docs: cross-link MCP-server prereq with the Claude Code plugin install
The MCP server is a hard prerequisite for the plugin (its hooks and skills call
it), but the two were in separate README sections with no link between them.

- The "Claude Code plugin" install section now points to "Connect your AI client"
  and states the MCP server must be connected first.
- The "Connect your AI client → Claude Code" section now points to the plugin for
  the full memory bridge.
- /basic-memory:setup's prerequisite check is now concrete: verify the MCP server
  via list_memory_projects, and if absent, walk the user through installing and
  `claude mcp add basic-memory -- uvx basic-memory mcp` before starting the interview.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-31 12:31:08 -05:00
phernandez df5f0f4c04 docs: fix stale Claude Code plugin description in root README
The umbrella install section still described the plugin as bundling "skills,
hooks, and an agent" — the agent was removed in the v0.4 redesign. Updated to the
current surface: hooks (briefings + checkpoints), the opt-in output style, and the
/basic-memory:* skills.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-31 12:31:08 -05:00
phernandez 731e7baac1 fix(plugins): address Codex review P2s on PR #865
1. SessionStart worker pool was sized 8 but submits up to 9 searches (3 primary
   + MAX_SHARED=6 shared) — the 9th queued behind a possibly-10s call and could
   push the hook past Claude Code's 20s SessionStart timeout before the brief
   printed. Size the pool to 3 + MAX_SHARED so nothing queues. (Introduced in
   Phase 4 when the third primary query was added.)

2. captureChattyness was dead config — written by setup but read by no hook, and
   its "heavy" level advertised "checkpoint without compaction," which no hook
   implements. The real proactivity knob is `outputStyle`. Removed
   captureChattyness entirely and folded the "how active should I be?" question
   into the output-style step (the single, actually-wired toggle); the always-on
   hooks run regardless. Updated setup skill, settings.example.json, and DESIGN.

Both flagged by Codex (review 4395911984); same class as the recallTimeframe
dead-config fix from the earlier self-review. Plugin validates; hook smoke-tested.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-31 12:31:08 -05:00
phernandez 877e52fd73 feat(skills): port useful retired plugin skills into the shared memory-* set
Following the evaluation on #866, the genuinely-useful behavior from the deleted
Claude Code plugin skills is preserved as framework-agnostic shared skills (usable
by any MCP agent — Claude Desktop, OpenClaw, etc.), instead of being lost in the
v0.4 clean-break. The Claude Code plugin itself is unchanged — it deliberately
relies on hooks + the output style for capture/recall and pulls these shared skills
via /basic-memory:setup.

New shared skills (ported from the deleted set, CC-specific glue stripped):
- memory-curate (from knowledge-organize) — the real coverage gap: knowledge-GRAPH
  curation (orphan notes, relation suggestion, duplicate merge, tag/folder audit,
  hub notes, sparse-note enrichment). Distinct from memory-defrag, which is
  agent-memory-FILE hygiene.
- memory-continue (from continue-conversation) — resume prior work by rebuilding
  context from the graph (build_context / recent_activity / search), timeframe table,
  resume playbooks.
- memory-capture (from knowledge-capture) — synthesize a thread's current state into
  one note, rewriting in place via a thread_id key. The Claude-Code-specific session
  UUID is generalized to "any stable thread id your host exposes."

Also completed memory-notes' edit reference (added prepend / replace_section to the
two existing operations). Updated skills/README.md and skills/CLAUDE.md.

`just package-check-skills` validates 13 skills. NOTE: skills/skills-lock.json is a
generated artifact of the `npx skills` CLI (not used by Claude Code or OpenClaw) and
should be regenerated once the set is final — not hand-edited here.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-31 12:31:08 -05:00
phernandez fc8ac86fa1 feat(plugins): setup installs the shared memory-* skills (no repo dup)
Addresses the consolidation direction from issue #866: the Claude Code plugin
should consume the canonical skills/ set, not reinvent a parallel one. Rather
than vendoring copies into the plugin, /basic-memory:setup now offers to install
the shared memory-* skills via `npx skills add basicmachines-co/basic-memory
--path skills` (the existing SPEC-58 distribution path, same source OpenClaw
bundles). The plugin stays "hooks + Claude-Code-specific skills" and pulls the
shared toolkit on demand — skills/ remains the single source of truth, no
duplication in the repo.

Updated the setup interview + apply steps, README, getting-started, and CHANGELOG.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-31 12:31:08 -05:00