Commit Graph

1144 Commits

Author SHA1 Message Date
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
phernandez 538af97cba feat: show spinner while fetching cloud projects in bm project list
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-02-24 12:05:33 -06:00
phernandez 054178d155 fix: parameterize SQL queries in search repository type filters
Replace f-string interpolation with parameterized queries for note_types,
search_item_types, and metadata filter paths to prevent SQL injection.

Fixes #591

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-02-23 22:16:46 -06:00
phernandez 18f00f861d fix: remove hardcoded "main" default from default_project (#575)
When a user's config.json had projects with names other than "main" and
no explicit default_project key, the hardcoded field default of "main"
would not match any project. The model_post_init fixup logic existed but
was untested and only handled the stale-name case, not the None case.

Changes:
- Change default_project field default from "main" to None
- Use model_fields_set to distinguish "config omitted the key" (auto-resolve
  to first project) from "user explicitly set None" (preserve for discovery mode)
- Split model_post_init into two branches: auto-resolve when not explicitly
  provided, correct stale names when explicitly set but invalid
- Remove # pragma: no cover from now-tested branches
- Add 10 new tests covering valid defaults, stale defaults, empty string,
  single project, config file round-trips, and discovery mode preservation

Fixes #575

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-02-23 21:59:15 -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 0f3889fdd0 fix: Return matched chunk text in search results (#601)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-22 21:01:20 -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 e1cccba72d docs: add metadata search reference
Document the full structured metadata filter system — operators, MCP tools,
tag shortcuts, and CLI flags — which previously had no dedicated documentation.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-02-22 00:45:10 -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 56cefbaafd add OSS discount code to README.md
Signed-off-by: phernandez <paul@basicmachines.co>
2026-02-21 22:28:13 -06:00
phernandez 3337c7d1ff fix cli test for project move local only
Signed-off-by: phernandez <paul@basicmachines.co>
2026-02-21 21:02:13 -06:00
phernandez e248763a73 fix: update tool contract test for list_memory_projects workspace param
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-02-21 20:12:47 -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 8451f2b1d7 feat: add frontmatter validation to schema system (#597)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-20 22:57:19 -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
Drew Cain 9c9ff2931d fix: backend-specific distance-to-similarity conversion (#593)
Signed-off-by: Drew Cain <groksrc@gmail.com>
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
Co-authored-by: Paul Hernandez <60959+phernandez@users.noreply.github.com>
Co-authored-by: phernandez <paul@basicmachines.co>
2026-02-20 20:15:46 -06:00
Paul Hernandez bbe6c1e8f3 chore: add ty as supplemental type checker (#594)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-02-20 20:14:46 -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
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 30499a9f61 feat: Let stdio MCP honor per-project cloud routing (#590)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-20 01:43:45 -06:00
bm-clawd 1ac65b944c feat: CLI analytics via Umami event collector (#572)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-02-20 00:09:42 -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
phernandez ed82b0c417 Merge branch 'main' of github.com:basicmachines-co/basic-memory 2026-02-18 22:23:53 -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
phernandez 0a36256f8a Merge branch 'main' of github.com:basicmachines-co/basic-memory 2026-02-18 10:50:58 -06:00
phernandez 36e67e6eec ci: split and speed up PR test matrix
Signed-off-by: phernandez <paul@basicmachines.co>
2026-02-18 10:41:02 -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 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 9259a7eb59 feat: min-similarity override, edit-note CLI, and strip-frontmatter (#571)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-16 17:56:00 -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
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 f6e0a5b5bb fix: Speed up bm --version startup (#534)
Signed-off-by: phernandez <paul@basicmachines.co>
Signed-off-by: Paul Hernandez <60959+phernandez@users.noreply.github.com>
Co-authored-by: Claude Opus 4.5 <noreply@anthropic.com>
2026-02-13 11:12:52 -06:00
Paul Hernandez 7624a20d8d feat: isolate default sqlite db by config dir (#567)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-02-13 11:11:13 -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 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 b609c4e531 fix: use global --header for Tigris consistency on all rclone transactions (#564)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-12 15:43:05 -06:00
Paul Hernandez f1a065bce3 chore: Release/v0.18.2 (#563)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-12 15:41:38 -06:00