Commit Graph

736 Commits

Author SHA1 Message Date
claude[bot] cdc28eeefa fix: resolve three correctness footguns in MCP and sync code
- Fix mutable default args in search_notes() MCP tool
  Changed types and entity_types from List[str] = [] to Optional[List[str]] = None
  to prevent shared state across calls

- Fix Pydantic defaults in WatchServiceState
  Moved datetime.now() and os.getpid() from field defaults to model_post_init()
  to prevent evaluation at import time vs instance creation time

- Fix list mutation during iteration in WatchService
  Changed 'for added_path in adds' to 'for added_path in list(adds)'
  to avoid skipping items when removing from list during iteration

Fixes #487

Co-authored-by: Paul Hernandez <phernandez@users.noreply.github.com>
Signed-off-by: claude[bot] <41898282+claude[bot]@users.noreply.github.com>
2025-12-31 04:33:07 +00:00
phernandez 4ce21984a4 fix: use upsert to prevent IntegrityError during parallel search indexing
Replace delete-then-insert pattern with INSERT ... ON CONFLICT for
PostgreSQL search index operations. This fixes race conditions where
parallel entity indexing could cause UniqueViolationError on the
uix_search_index_permalink_project constraint.

Changes:
- Add index_item() override in PostgresSearchRepository with upsert
- Update bulk_index_items() to use ON CONFLICT (permalink, project_id)
- Add CREATE_POSTGRES_SEARCH_INDEX_PERMALINK DDL for test fixtures
- Add tests for upsert behavior on duplicate permalinks

Technical note: Use column-based ON CONFLICT syntax instead of
ON CONSTRAINT (which only works for table constraints, not indexes).

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

Co-Authored-By: Claude <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2025-12-30 21:55:43 -06:00
phernandez eb7fbaf0bf fix set_default_project in cloud mode
Signed-off-by: phernandez <paul@basicmachines.co>
2025-12-30 20:57:45 -06:00
phernandez 8adf1f4ed4 fix: use relative file paths in importers for cloud storage compatibility
Importers now use relative file paths (based on permalink) instead of
absolute paths. This enables proper S3 key generation in cloud environments.

Changes:
- write_entity() accepts str | Path for file_path parameter
- ensure_folder_exists() uses relative paths directly
- All importers pass relative paths to FileService
- FileService handles base_path resolution internally

This prevents S3 keys from including container filesystem paths like
`/app/basic-memory/imports/...` and instead uses clean relative paths
like `imports/20241010-file.md`.

🤖 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>
2025-12-30 20:29:01 -06:00
phernandez 45ce1813e4 refactor: use FileService in importers for cloud compatibility
Refactor importers to use FileService for all file operations instead of
direct filesystem calls. This enables cloud environments to override file
operations via dependency injection (e.g., S3FileService).

Changes:
- Add `to_markdown_string()` method to MarkdownProcessor for content
  serialization without file I/O
- Update Importer base class to accept FileService and use it for:
  - `write_entity()` - now uses FileService.write_file()
  - `ensure_folder_exists()` - now async, uses FileService.ensure_directory()
- Fix direct `mkdir()` calls in:
  - claude_projects_importer.py
  - memory_json_importer.py
- Update deps.py to inject FileService into all importers (v1 and v2)
- Update CLI commands to create and pass FileService to importers
- Update tests to work with new FileService dependency

This follows the pattern used by /knowledge API and SyncService, enabling
cloud to override file operations by providing S3FileService via DI.

🤖 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>
2025-12-30 19:21:32 -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
Paul Hernandez 537e58ad7d fix: make RelationResponse.from_id optional to handle null permalinks (#484)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: claude[bot] <41898282+claude[bot]@users.noreply.github.com>
Co-authored-by: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-30 08:12:29 -06:00
phernandez 48e6e84beb chore: update version to 0.17.2 for v0.17.2 release 2025-12-29 16:47:04 -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 7a49f57dee chore: update version to 0.17.1 for v0.17.1 release
Signed-off-by: phernandez <paul@basicmachines.co>
2025-12-29 10:34:06 -06:00
Paul Hernandez 98fbd60527 fix: only set BASIC_MEMORY_ENV=test during pytest runs (#482)
Signed-off-by: claude[bot] <41898282+claude[bot]@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>
2025-12-29 10:16:45 -06:00
phernandez 6281a81256 chore: update version to 0.17.0 for v0.17.0 release
Signed-off-by: phernandez <paul@basicmachines.co>
2025-12-28 16:06:03 -06:00
phernandez be1d0b169f style: format telemetry.py
Signed-off-by: phernandez <paul@basicmachines.co>
2025-12-28 16:05:07 -06:00
phernandez 272a983709 add foss as telementry source, disable analytics for tests
Signed-off-by: phernandez <paul@basicmachines.co>
2025-12-28 13:41:40 -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 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
phernandez 85684f848f fix: handle UTF-8 BOM in frontmatter parsing
Fixes #452 - Imported conversations not fully indexed

Files with UTF-8 BOM (Byte Order Mark) at the start would fail frontmatter
detection, causing:
- Title to fall back to filename instead of frontmatter value
- Permalink to be null in the database

Added strip_bom() helper function and updated all frontmatter-related
functions to strip BOM before processing:
- has_frontmatter()
- parse_frontmatter()
- remove_frontmatter()
- EntityParser.parse_markdown_content()

Added comprehensive tests for BOM handling with various scenarios.

🤖 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>
2025-12-24 14:28:50 -06:00
Paul Hernandez 14ce5a3bd0 fix: handle null titles in ChatGPT import (#475)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude <noreply@anthropic.com>
2025-12-24 13:50:30 -06:00
phernandez 45d6caf723 fix: remove MaxLen constraint from observation content
The API Pydantic schema had a MaxLen(1000) constraint on observation
content while the database uses SQLAlchemy's Text type (unlimited).
This mismatch caused validation errors when observations exceeded
1000 characters (e.g., JSON schemas with 1458+ chars).

Removed the MaxLen constraint to match the DB schema. Retained:
- BeforeValidator(str.strip) for whitespace cleaning
- MinLen(1) to ensure non-empty content

Added comprehensive tests to verify:
- Long content (10K+ chars) is accepted
- Very long content (50K+ chars) is accepted
- Empty/whitespace-only content is still rejected
- Whitespace stripping still works

Fixes #385

🤖 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>
2025-12-24 13:41:28 -06:00
phernandez 1652f862dd fix: handle FileNotFoundError gracefully during sync
When a file exists in the database but is missing from the filesystem,
the sync worker now treats this as a deletion instead of crashing.

The sync_file() method catches FileNotFoundError specifically and calls
handle_delete() to clean up the orphaned database record. This prevents
the sync from failing on database/filesystem inconsistencies that can
occur due to race conditions, manual file deletions, or cloud storage
caching issues.

Includes a test to verify the graceful handling behavior.

Fixes #386

🤖 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>
2025-12-24 13:34:59 -06:00
phernandez c23927d124 fix: use canonical project names in API response messages
Use database-retrieved project names (new_project.name, old_project.name)
instead of input parameters (project_data.name, name) in v1 API response
messages to ensure consistent project name casing.

The v2 API already did this correctly. This fixes issue #450 where project
names would display with different casing between add and remove operations.

Fixes #450

🤖 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>
2025-12-24 13:28:06 -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
phernandez d71c6e8568 fix: suppress CLI warnings for cleaner output
Suppress DeprecationWarning from aiosqlite and LogfireNotConfiguredWarning
that were cluttering CLI output.

The key fix is applying warnings.filterwarnings("ignore") AFTER all imports
in main.py, because authlib (imported via cloud commands) adds a
DeprecationWarning filter that overrides earlier suppressions.

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

Co-Authored-By: Claude <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2025-12-24 12:21:14 -06:00
phernandez 63b98491be fix: prevent DEBUG logs from appearing on CLI stdout
Remove loguru's default handler at the very start of cli/app.py,
before any other imports. This prevents module-level code (like
TemplateLoader.__init__) from logging to stdout during import.

The import chain cli/commands/project.py -> mcp/async_client.py ->
api/app.py -> api/routers/prompt_router.py -> api/template_loader.py
triggers TemplateLoader() instantiation at DEBUG level before
init_cli_logging() can remove the default handler.

🤖 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>
2025-12-24 11:42:25 -06:00
Paul Hernandez 622d37e4a8 fix: detect rclone version for --create-empty-src-dirs support (#473)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-24 11:27:49 -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
Drew Cain 24dc9a2931 chore: update version to 0.16.3 for v0.16.3 release 2025-12-20 09:53:37 -06:00
Paul Hernandez 897b1edaa4 fix: Reduce watch service CPU usage by increasing reload interval (#458)
Signed-off-by: claude[bot] <41898282+claude[bot]@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>
2025-12-17 11:37:01 -06:00
Paul Hernandez efbc758325 fix: await background sync task cancellation in lifespan shutdown (#456)
Signed-off-by: claude[bot] <41898282+claude[bot]@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>
2025-12-17 09:53:34 -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 1094210c52 fix broken sqlite migration
Signed-off-by: phernandez <paul@basicmachines.co>
2025-12-02 20:23:55 -06:00
phernandez 391feb639f add delete cascade to entity to delete search_index (postgres only)
Signed-off-by: phernandez <paul@basicmachines.co>
2025-12-02 10:04:21 -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 0eaf30bb06 remove conflict constraint name from relation_repository.py
Signed-off-by: phernandez <paul@basicmachines.co>
2025-11-30 19:31:09 -06:00
phernandez 0818bda565 feat: Add bulk insert with ON CONFLICT handling for relations
Add add_all_ignore_duplicates() method to RelationRepository for bulk
inserting relations with ON CONFLICT DO NOTHING. This handles cases
where the same [[wiki link]] appears multiple times in a document,
silently ignoring duplicates based on the (from_id, to_name, relation_type)
unique constraint.

Works with both SQLite and PostgreSQL dialects.

🤖 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 14:59:52 -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 73d940e064 fix: observation parsing and permalink limits (#446)
1. Hashtag detection now checks for standalone words starting with #
   instead of just checking if # appears anywhere in content.
   This prevents HTML color codes like #4285F4 from being
   interpreted as hashtags.

2. Observation permalinks now truncate content to 200 chars
   to stay under PostgreSQL's btree index limit of 2704 bytes.

Added tests for both fixes.

🤖 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 00:12:04 -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 203d684c24 fix integrity error handling when setting forward relation refs
Signed-off-by: phernandez <paul@basicmachines.co>
2025-11-29 19:03:12 -06:00
phernandez a872220924 disable pooling for postgres db
Signed-off-by: phernandez <paul@basicmachines.co>
2025-11-29 13:24:47 -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
phernandez b5d4fb559c fix: postgres/neon connection settings and search index dedupe
- Reduce db_pool_recycle from 3600s to 180s for Neon scale-to-zero
- Add connect_args for Neon serverless (statement cache, timeouts, app name)
- Dedupe observation permalinks in search indexing to avoid unique constraint violations
- Add tests for duplicate observation permalink handling

🤖 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 11:24:08 -06:00
phernandez 830775276d remove record_return=True from logfire spans
Signed-off-by: phernandez <paul@basicmachines.co>
2025-11-28 18:36:09 -06:00
phernandez ed894fc3ed get db pool sizes from config
Signed-off-by: phernandez <paul@basicmachines.co>
2025-11-28 16:50:57 -06:00