Commit Graph

343 Commits

Author SHA1 Message Date
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 195229f78e fix: resolve default_project returning null in cloud mode (#644)
In cloud mode, ConfigManager has no local config file so
default_project always returned None. Add async
get_default_project_name() on ProjectService that falls back
to the database is_default flag when ConfigManager returns None.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-03-04 11:57:15 -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
phernandez dc0ca71c18 fix: avoid Post(**metadata) crash when frontmatter contains 'content' or 'handler' keys
frontmatter.Post.__init__ takes `content` and `handler` as positional
parameters. When user YAML frontmatter contains these as field names,
unpacking metadata via **kwargs causes "got multiple values for argument
'content'".

Replace frontmatter.loads() with frontmatter.parse() + Post() + update()
in entity_parser, and replace the **metadata unpacking in
entity_service.update_entity() with the same safe pattern.

Fixes basic-memory-cloud#375

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-02-27 22:52:16 -06:00
phernandez 236ae268aa fix: coerce list frontmatter values to strings for title and type fields
YAML block sequence syntax can cause PyYAML to parse scalar fields like
`title` and `type` as lists instead of strings. Downstream code calls
.strip()/.casefold() on these values, crashing with
"'list' object has no attribute 'strip'".

Add _coerce_to_string() helper that joins list items with ", " and apply
it in entity_parser.parse_markdown_content() and
entity_service.fast_edit_entity() where these fields are extracted.

Fixes basic-memory-cloud#376

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-02-27 22:45:09 -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 54b968b93c fix: reduce excessive log volume by demoting per-request noise to DEBUG (#613)
Demote high-frequency per-request/per-item logs from INFO to DEBUG:
- 🔇 Client routing decisions (async_client.py) — logged every MCP tool call
- 🔇 DB migration checks (db.py) — logged every ASGI client creation
- 🔇 Vector table ensure/ready (sqlite + postgres search repos) — logged every search
- 🔇 Per-entity search index start/complete (search_service.py) — logged every file sync
- 🔇 Incremental scan details + per-file permalink updates (sync_service.py)
- 🔇 MCP search tool params and no-results (search.py)
- 📉 Log retention: "10 days" → 5 files (~50MB cap)

API v2 request/response logs remain at INFO for observability.

Closes #613

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-02-26 19:48:24 -06:00
phernandez e46555bf2c fix: guard against closed streams in promo and missing vector tables (#579, #607)
- 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>
2026-02-25 18:01:59 -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
phernandez d763d86798 fix: unify project path so path is always the local filesystem path
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>
2026-02-24 15:08:09 -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 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
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
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
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 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 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
phernandez 8838571509 Add metadata filter tests and fix fast write external_id
Signed-off-by: phernandez <paul@basicmachines.co>
2026-01-31 15:27:05 -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
Drew Cain 0023e736ab feat: add context-aware wiki link resolution with source_path support (#527)
Co-authored-by: Claude Opus 4.5 <noreply@anthropic.com>
2026-01-28 19:11:41 -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 17c0e0a29b fix: check config default_project only in local mode for remove_project (#523)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.5 <noreply@anthropic.com>
2026-01-24 12:53:44 -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
phernandez 3c1748cc89 return external_id with directory response in tree
Signed-off-by: phernandez <paul@basicmachines.co>
2026-01-02 23:44:03 -06:00
phernandez 9206e7960a return external_id with directory response
Signed-off-by: phernandez <paul@basicmachines.co>
2026-01-02 23:43:14 -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
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
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 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 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 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