1020 Commits

Author SHA1 Message Date
phernandez 48e6e84beb chore: update version to 0.17.2 for v0.17.2 release v0.17.2 2025-12-29 16:47:04 -06:00
phernandez 02c14acddb docs: add CHANGELOG entry for v0.17.2
Signed-off-by: phernandez <paul@basicmachines.co>
2025-12-29 16:46:26 -06:00
phernandez 0b5425f163 don't run full tests in release, just lint, typecheck
Signed-off-by: phernandez <paul@basicmachines.co>
2025-12-29 16:33:38 -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

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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>
v0.17.1
2025-12-29 10:34:06 -06:00
phernandez 58db2817d2 docs: add CHANGELOG entry for v0.17.1
Signed-off-by: phernandez <paul@basicmachines.co>
2025-12-29 10:20:00 -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>
v0.17.0
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 148bf6f75a docs: add CHANGELOG entry for v0.17.0
🤖 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 16:03:13 -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.

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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)

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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 38919d11cb docs: update CLAUDE.md with accurate CLI commands and code guidelines
- Add Code Change Guidelines section (full file read, minimize diffs, fail fast, no guessing)
- Add Literate Programming Style section (section headers, decision point comments)
- Fix CLI commands: `tools` -> `tool`, add project management commands
- Fix cloud commands to match current CLI (status, setup)
- Remove non-existent MCP tools (get_current_project, sync_status)
- Add ChatGPT-compatible tools (search, fetch)
- Remove non-existent json_canvas_spec prompt
- Add /importers to codebase architecture
- Remove unused python-developer and system-architect agents

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Co-Authored-By: Claude <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2025-12-24 15:16:02 -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

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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

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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.

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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.

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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 95937c6d0a fix: make test-int-postgres compatible with macOS
Use gtimeout (Homebrew) or timeout (Linux), falling back to running
without timeout if neither is available. This fixes 'command not found'
errors on macOS which doesn't have GNU timeout by default.
2025-12-20 10:27:26 -06:00
Drew Cain 24dc9a2931 chore: update version to 0.16.3 for v0.16.3 release v0.16.3 2025-12-20 09:53:37 -06:00
Drew Cain 85c63e5a7a docs: add CHANGELOG entry for v0.16.3 2025-12-20 09:26:00 -06:00
Drew Cain f227ef6a86 fix: Pin FastMCP to 2.12.3 to fix MCP tools visibility (#464)
Signed-off-by: Drew Cain <groksrc@gmail.com>
Co-authored-by: Claude <noreply@anthropic.com>
2025-12-20 08:54:44 -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 0c12a39a98 test: Add integration test for issue #416 (read_note with underscored folders) (#453)
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 09:56:45 -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
phernandez 126c0495c0 Merge branch 'main' of github.com:basicmachines-co/basic-memory 2025-12-13 15:24:43 -06:00
Paul Hernandez 4a43d7df4a remove logfire instrumentation
Signed-off-by: phernandez <paul@basicmachines.co>
2025-12-13 15:22:14 -06:00
Paul Hernandez c462faf046 Replace py-pglite with testcontainers for Postgres testing (#449)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-10 22:17:56 -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 fbf9045d78 use asyncpg for just db-migrate
Signed-off-by: phernandez <paul@basicmachines.co>
2025-12-05 15:01:35 -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.

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Co-Authored-By: Claude <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2025-12-01 21:54:56 -06:00
phernandez 05efe8701c test: Verify update() returns entity with eager-loaded relations
Add test confirming entity_repository.update() returns the entity with
observations and relations eagerly loaded, eliminating the need for a
separate find_by_id() call after update.

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Co-Authored-By: Claude <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2025-12-01 16:22:21 -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.

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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.

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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.

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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