- Add Annotated descriptions to note_types and entity_types parameters so
LLMs can distinguish frontmatter type filtering from knowledge graph item
type filtering (search.py, ui_sdk.py)
- Lowercase note_types values at filter time so "Chapter" matches stored
"chapter"
- Fix misleading entity_types references in schema.py guidance strings
(should be note_types)
- Add permalink pattern documentation note about full path matching
- Add test for note_types case-insensitive lowercasing
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
Add configurable cache_dir, threads, and parallel settings for FastEmbed
to support cloud deployments where defaults fail. Cache embedding providers
at the process level to avoid re-creating heavy ONNX model instances.
- Add semantic_embedding_cache_dir, semantic_embedding_threads, and
semantic_embedding_parallel config fields
- Thread-safe provider cache with double-checked locking in factory
- Forward runtime knobs through to TextEmbedding and embed() calls
- Fix if/elif chain in factory for correct error handling
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
Three issues prevented CLI analytics from reaching the Umami dashboard:
1. Wrong API endpoint — cloud.umami.is rejects /api/send, the JS tracker
uses api-gateway.umami.dev
2. Missing "type": "event" top-level field required by Umami v2 API
3. Non-browser User-Agent ("basic-memory-cli/...") triggers Umami's bot
detection, which silently drops events with {"beep":"boop"} 🤖
4. Daemon thread was killed before HTTP request completed on fast commands
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
- Simplify `bm cloud status` output: remove verbose health check details
(status/version/timestamp), show simple "Cloud connected" / "Cloud not
connected" message instead
- Improve `bm reindex --project` error for cloud projects: distinguish
between "project not found" and "project is cloud-only" with a helpful
message explaining reindexing is a local operation
- Improve `bm project list` cloud error message: show the actual error
and soften the credentials suggestion
- Add tests for cloud status command (5 tests)
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
- 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>
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>
Replace Layout-based display (expanded to terminal width) with a compact
Panel using Table.grid(expand=False). Add horizontal bar charts for note
types (top 5), embedding coverage bar with Unicode blocks, and colored
status dots. Removes verbose sections (most connected, recent activity,
available projects) in favor of a dense, visually engaging dashboard. 📊
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
Bake in cloud.umami.is host and basic-memory-foss site ID so all
open-source installs send anonymous CLI events by default. Users
can still opt out with BASIC_MEMORY_NO_PROMOS=1 or override the
endpoint via env vars.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
- 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>
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>
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>
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>
Drew Cain