Commit Graph

233 Commits

Author SHA1 Message Date
phernandez aa635b8a8b fix: accept null for expected_replacements in edit_note (#606)
MCP clients may send explicit `null` for unused optional fields.
`expected_replacements: int = 1` caused FastMCP's JSON Schema validation
to reject null before the function body ran. Changed to `Optional[int] = None`
with an effective default resolved inside the function body.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-02-25 14:18:53 -06:00
phernandez 73413486bc feat: merge search_by_metadata into search_notes with optional query
Make `query` optional in `search_notes` so it becomes the single search tool.
Remove `search_by_metadata` entirely — it was unreleased and redundant since
`search_notes` already supports `metadata_filters`, `tags`, and `status`.

- 🔧 `query` param is now `Optional[str] = None`
- 🛡️ Added None guards for project detection and URL resolution
-  Added `no_criteria()` validation with helpful error message
- 🗑️ Deleted `search_by_metadata` tool, imports, tests, and contract entry
- 📝 Updated docs, README, and v0.19.0 release notes

Closes #605

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-02-25 13:30:42 -06:00
phernandez db6d0dcd9e docs: add tag: shorthand limitation note to search_notes docstring
The tag: query shorthand doesn't work with hybrid search (default when
semantic search is enabled) because it strips the text query. Document
the workaround: use search_type="text" or the tags parameter instead.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-02-24 20:45:42 -06:00
phernandez 0130573342 fix: prompts call MCP tools directly, sync handles semantic errors, status uses local routing
- Prompts (search, continue_conversation) now call MCP tools directly
  instead of going through API endpoints, matching the recent_activity
  pattern and fixing #526 where prompts returned empty results
- sync_file catches SemanticDependenciesMissingError separately so
  entities are still returned successfully when vector embedding fails,
  with a clear warning instead of silent failure (#578)
- `bm status` and `bm doctor` default to local routing since they scan
  the local filesystem — cloud routing returned Docker-internal paths

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-02-24 19:36:11 -06:00
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
phernandez 6ff39076a0 fix: double-default display in project list + stale test updates
Use config.default_project as single source of truth for the Default
column in `bm project list`, removing checks against local DB and cloud
API is_default fields that could independently mark multiple projects.

Also updates tests that were out of date after get_project_mode changed
to default unknown projects to CLOUD:
- test_get_client_local_project_uses_asgi_transport: register "main" as LOCAL
- test_run_filters_cloud_projects_each_cycle: register local project in config
- test_new_project_addition_scenario: register projects as LOCAL in config
- test_get_project_mode_defaults_to_cloud: assert new CLOUD default

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-02-22 00:33:25 -06:00
phernandez 2e5813d31e feat: CLI refactoring + workspace-aware cloud project listing
Refactor CLI commands to use typed ProjectClient instead of raw HTTP calls,
and add workspace metadata to cloud project listings so users can distinguish
personal vs organization projects.

Key changes:
- 🔧 CLI commands now use ProjectClient typed API clients instead of
  call_get/call_post with manual URL construction
- 🏢 Cloud project listings include workspace_name, workspace_type, and
  workspace_tenant_id for each cloud-sourced project
- Pass config.default_workspace when fetching cloud projects via
  _fetch_cloud_projects() and CLI list_projects
- Add --workspace flag to `bm project list` for explicit workspace override
- Add "Workspace" column to CLI project list table
- Add `bm tool list-projects` and `bm tool list-workspaces` JSON commands
- Comprehensive tests for workspace passthrough, merge behavior, and CLI routing

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-02-21 20:04:03 -06:00
phernandez 2cde8d2659 clean up cli commands
Signed-off-by: phernandez <paul@basicmachines.co>
2026-02-21 16:06:43 -06:00
Paul Hernandez 9515130b2a feat: upgrade fastmcp 2.12.3 to 3.0.1 with tool annotations (#598)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-21 12:28:30 -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
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
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
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
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 f2683291e4 feat: add workspace selection flow for MCP and CLI (#576)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-02-17 22:48:06 -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 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
phernandez 113d1b6f1b formatting fix
Signed-off-by: phernandez <paul@basicmachines.co>
2026-02-14 09:56:37 -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 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 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 1428d18de1 fix: make semantic search dependencies optional extras (#566)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-12 21:46:26 -06:00
Paul Hernandez 312662f382 feat: Add cloud discovery touchpoints to CLI and MCP (#546)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-02-12 21:01:45 -06:00
Paul Hernandez ed9487708e feat: enable default_project_mode by default (#560)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-12 20:34:46 -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 c97733d785 feat: Schema system for Basic Memory (#549)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-11 15:04:42 -06:00
Paul Hernandez 24ca5f6804 fix: recent_activity prompt defaults (#533)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-02-02 19:22:33 -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
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 8730067f3a feat: Feature/517 local mcp cloud mode (#522)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.5 <noreply@anthropic.com>
2026-01-26 19:51:49 -06:00
Drew Cain e14ba92631 fix: resolve MCP prompt rendering errors (#524)
Co-authored-by: Claude Opus 4.5 <noreply@anthropic.com>
2026-01-25 19:14:41 -06:00
Paul Hernandez 85835ae533 chore: Remove OpenPanel telemetry (#514)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.5 <noreply@anthropic.com>
2026-01-18 22:24:27 -06:00
phernandez d1d433df15 remove logfire config, and specs docs, turn lifespan logging to debug
Signed-off-by: phernandez <paul@basicmachines.co>
2026-01-17 15:08:54 -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
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
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
phernandez 0bcda4a14a fix: allow recent_activity discovery mode in cloud mode
Add `allow_discovery` parameter to `resolve_project_parameter()` that
enables tools like `recent_activity` to work across all projects in
cloud mode without requiring a project parameter.

- Add `allow_discovery: bool = False` param to resolve_project_parameter
- In cloud mode with allow_discovery=True, return None instead of error
- Update recent_activity to use allow_discovery=True
- Fix circular import by deferring call_get import inside functions
- Add comprehensive tests for resolve_project_parameter

🤖 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>
2025-12-29 16:22:48 -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 856737fe3c feat: add anonymous usage telemetry (Homebrew-style opt-out) (#478)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-26 22:09:48 -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 1646572f69 fix: Rename write_note entity_type to note_type for clarity (#419)
Signed-off-by: phernandez <paul@basicmachines.co>
Signed-off-by: Paul Hernandez <60959+phernandez@users.noreply.github.com>
Co-authored-by: claude[bot] <41898282+claude[bot]@users.noreply.github.com>
Co-authored-by: Claude <noreply@anthropic.com>
Co-authored-by: Paul Hernandez <phernandez@users.noreply.github.com>
2025-11-10 19:02:50 -06:00
Paul Hernandez 581b7b17c6 fix: Add explicit type annotations to MCP tool parameters (#394)
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>
2025-11-10 17:02:17 -06:00
Paul Hernandez d775f7bab9 fix: Simplify search_notes schema by removing Optional wrappers (#395)
Co-authored-by: claude[bot] <41898282+claude[bot]@users.noreply.github.com>
Co-authored-by: Paul Hernandez <phernandez@users.noreply.github.com>
2025-11-10 16:30:59 -06:00
Paul Hernandez 4614fd09d5 fix: Handle dict objects in write_resource endpoint (#415)
Co-authored-by: claude[bot] <41898282+claude[bot]@users.noreply.github.com>
Co-authored-by: Paul Hernandez <phernandez@users.noreply.github.com>
2025-11-10 16:30:27 -06:00
Paul Hernandez e78345ff25 feat: Streaming Foundation & Async I/O Consolidation (SPEC-19) (#384)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude <noreply@anthropic.com>
2025-10-21 09:03:59 -05:00