1040 Commits

Author SHA1 Message Date
phernandez eeeade4f07 chore: update version to 0.17.4 for v0.17.4 release v0.17.4 2026-01-05 21:38:03 -06:00
phernandez 03793eaf7c docs: add v0.17.4 changelog entry
- Critical bug fix for search index preservation (#503)
- Major architecture refactor with composition roots (#502)

🤖 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>
2026-01-05 21:36:14 -06:00
Paul Hernandez 26f7e98932 fix: preserve search index across server restarts (#503)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude <noreply@anthropic.com>
2026-01-05 21:31:35 -06:00
Paul Hernandez 5947f04bd3 refactor: composition roots, deps split, and typed API clients (#490 roadmap) (#502)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.5 <noreply@anthropic.com>
2026-01-04 11:05:58 -06:00
Drew Cain ba1439fefc chore: update version to 0.17.3 for v0.17.3 release v0.17.3 2026-01-03 13:08:11 -06:00
Drew Cain ef411ceb12 docs: add v0.17.3 changelog entry
🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-01-03 13:07:24 -06:00
Drew Cain c6baf58aa7 fix: update mcp to support protocol version 2025-11-25 (#501)
Co-authored-by: Claude Opus 4.5 <noreply@anthropic.com>
2026-01-03 12:39:11 -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 53c4c20d22 fix: route ordering for cloud (#499)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-01-02 21:52:02 -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
jope-bm a4000f64ce feat: add stable external_id (UUID) to Project and Entity models (#485)
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 Opus 4.5 <noreply@anthropic.com>
Co-authored-by: Paul Hernandez <60959+phernandez@users.noreply.github.com>
Co-authored-by: phernandez <paul@basicmachines.co>
2026-01-02 13:00:35 -06:00
phernandez 88a1778798 fix(importers): return ImportResult from handle_error
Implement handle_error() in all importers so errors return a concrete ImportResult (success=false, error_message set) instead of None, preventing NoneType.success crashes.

Signed-off-by: phernandez <paul@basicmachines.co>
2026-01-01 11:47:42 -06:00
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 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

🤖 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>
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.

🤖 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 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

🤖 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 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

🤖 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 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