chore: update version to 0.20.1 for v0.20.1 release

Signed-off-by: Drew Cain <groksrc@gmail.com>

CHANGELOG.md

@@ -2,13 +2,194 @@
 
 ## Unreleased
 
+## v0.20.1 (2026-03-10)
+
+### Bug Fixes
+
+- **#661**: Fix `bm project list` MCP column to show transport type (stdio/https) instead of DB presence
+  - Renamed "MCP (stdio)" column to "MCP"
+  - Shows actual routing mode: `stdio` for local, `https` for cloud projects
+  - Clears local path display for cloud-mode projects
+- **#662**: Invalidate config cache when file is modified by another process
+  - Adds mtime-based cache validation to `ConfigManager.load_config()`
+  - Long-lived processes (MCP stdio server) now detect external config changes
+  - Fixes `bm project set-cloud` having no effect on running MCP server
+
+## v0.20.0 (2026-03-10)
+
 ### Features
 
+- **#643**: Default-on auto-update system and `bm update` command
+  - Automatic background update checks for CLI installs (uv tool, Homebrew)
+  - Install-source detection (homebrew, uv_tool, uvx, unknown) with uvx skip behavior
+  - Periodic check gating via `auto_update_last_checked_at` + `update_check_interval` config
+  - Manager-specific update flows: Homebrew (`brew upgrade`) and uv tool (`uv tool upgrade`)
+  - Silent, non-blocking MCP behavior via daemon thread before server run
+  - Manual commands: `bm update` (force check + apply) and `bm update --check` (check only)
+  - New config fields: `auto_update`, `update_check_interval`, `auto_update_last_checked_at`
+
+## v0.19.2 (2026-03-09)
+
+### Bug Fixes
+
+- **#657**: Coerce string params to list/dict in MCP tools
+  - MCP clients that serialize `list`/`dict` arguments as JSON strings no longer fail Pydantic validation
+  - Adds `BeforeValidator` coercion to `search_notes` (`entity_types`, `note_types`, `tags`, `metadata_filters`), `write_note` (`metadata`), and `canvas` (`nodes`, `edges`)
+- **#655**: Handle SQLite and Windows semantic search regressions
+  - Fix embedding status query for non-semantic SQLite databases
+  - Windows-safe log file rotation with per-process log filenames
+  - Robust `setup_logging` that handles all environments cleanly
+
+## v0.19.1 (2026-03-08)
+
+### Bug Fixes
+
+- **#649**: Enforce strict entity resolution in destructive MCP tools (`edit_note`, `move_note`, `delete_note`)
+  - Prevents fuzzy-match fallback from silently editing/moving/deleting the wrong note
+  - DST-related timeframe validation fix (round instead of truncate days)
+
+### Features
+
+- **#648**: Add `insert_before_section` and `insert_after_section` edit operations
+- Add `GET /knowledge/graph` endpoint for full graph visualization
+
+### Dependencies
+
+- Bump authlib from 1.6.6 to 1.6.7
+
+## v0.19.0 (2026-03-07)
+
+### Highlights
+
+- **Semantic vector search** for SQLite and Postgres with FastEmbed embeddings
+- **Schema system** for validating and inferring knowledge base structure
+- **Per-project cloud routing** with API key authentication
+- **Upgraded to FastMCP 3.0** with tool annotations
+- **CLI overhaul** with JSON output, workspace awareness, and project dashboard
+
+### Features
+
+- **#550**: Add semantic vector search for SQLite and Postgres
+  - FastEmbed-based embeddings with automatic backfill
+  - Hybrid search combining full-text and vector similarity
+  - Score-based fusion replacing RRF for better ranking
+  - `min_similarity` override for tuning search precision
+  - Semantic dependencies are now default, with optional extras fallback
+
+- **#549**: Schema system for Basic Memory
+  - `schema_infer` — infer schema from existing notes
+  - `schema_validate` — validate notes against a schema definition
+  - `schema_diff` — compare schemas across projects
+  - Frontmatter validation support (#597)
+  - Read schema definitions from file instead of stale DB metadata (#635)
+
+- **#555**: Per-project local/cloud routing with API key auth
+  - Individual projects route through cloud while others stay local
+  - `basic-memory cloud set-key` and `basic-memory project set-cloud/set-local`
+  - Stdio MCP honors per-project cloud routing (#590)
+
+- **#598**: Upgrade FastMCP 2.12.3 to 3.0.1 with tool annotations
+
+- **#585**: Add JSON output mode for MCP tools (default text)
+  - `--json` output for CLI commands for scripting and CI
+
+- **#576**: Add workspace selection flow for MCP and CLI
+  - Workspace-aware cloud project listing
+  - CLI refactoring for workspace support
+
+- **#544**: Project-prefixed permalinks and memory URL routing
+
+- **#632**: Add overwrite guard to `write_note` tool
+
+- **#614**: `edit_note` append/prepend auto-creates note if not found
+
+- **#609**: Richer content context in search results
+  - Return matched chunk text in search results (#601)
+  - Improved content hit rate
+
+- **#602**: Add `created_by` and `last_updated_by` user tracking to Entity
+
+- **#600**: Rename `entity_type` to `note_type` across codebase
+
+- **#574**: Add `display_name` and `is_private` to ProjectItem
+
+- **#569**: Expose `external_id` in EntityResponse and link resolver
+
+- **#567**: Isolate default SQLite DB by config dir
+
+- **#560**: Enable `default_project_mode` by default
+
+- **#559**: Add `basic-memory watch` CLI command
+
+- **#546**: Add cloud discovery touchpoints to CLI and MCP
+
+- **#572**: CLI analytics via Umami event collector
+
+- Replace project info with htop-inspired dashboard
+
+- Merge `search_by_metadata` into `search_notes` with optional query
+
 - Add `--strip-frontmatter` to `basic-memory tool read-note`
-  - Default behavior is unchanged: `content` still includes raw markdown with frontmatter.
-  - With `--strip-frontmatter`, both text and JSON modes return body-only markdown content.
-  - JSON output now includes an additive `frontmatter` field with parsed YAML metadata (or `null`
-    when no valid opening frontmatter block exists).
+
+- Add `destination_folder` parameter to `move_note` tool
+
+### Bug Fixes
+
+- **#644**: Fix default project resolution in cloud mode
+  - ChatGPT search/fetch tools broken in cloud mode
+  - `resolve_project_parameter` falls back to projects API
+
+- **#638**: Restore API backward compatibility for v0.18.x clients
+
+- **#637**: Create backup before config migration overwrites old format
+
+- **#636**: `list_workspaces` bypasses factory pattern on cloud MCP server
+
+- **#631**: `build_context` related_results schema validation failure
+
+- **#613**: Reduce excessive log volume by demoting per-request noise to DEBUG
+
+- **#612**: Handle quoted picoschema enum strings in YAML frontmatter
+
+- **#607**: Guard against closed streams in promo and missing vector tables
+
+- **#606**: Accept null for `expected_replacements` in `edit_note`
+
+- **#595**: `recent_activity` dedup and pagination across MCP tools
+
+- **#593**: Backend-specific distance-to-similarity conversion
+
+- **#582**: Use LinkResolver fallback in `build_context` for flexible identifier matching
+
+- **#577**: Replace RRF with score-based fusion in hybrid search
+
+- **#575**: Remove hardcoded "main" default from `default_project`
+
+- **#534**: Speed up `bm --version` startup
+
+- Fix semantic embeddings not generated on fresh DB or upgrade
+
+- Clarify `search_notes` parameter naming and fix `note_types` case sensitivity
+
+- Parse `tag:` prefix at MCP tool level to avoid hybrid search failure
+
+- Cap sqlite-vec knn k parameter at 4096 limit
+
+- Parameterize SQL queries in search repository type filters
+
+- Coerce list frontmatter values to strings for title and type fields
+
+- Avoid `Post(**metadata)` crash when frontmatter contains 'content' or 'handler' keys
+
+- Upgrade cryptography and python-multipart for security advisories
+
+### Internal
+
+- **#594**: Add `ty` as supplemental type checker
+- Batched vector sync orchestration across repositories
+- FastEmbed parallel guardrails and provider caching
+- Improved cloud CLI status and error messages
+- CI coverage and Postgres test fixes
 
 ## v0.18.5 (2026-02-13)
 

README.md

@@ -23,6 +23,18 @@ Basic Memory lets you build persistent knowledge through natural conversations w
 Claude, while keeping everything in simple Markdown files on your computer. It uses the Model Context Protocol (MCP) to
 enable any compatible LLM to read and write to your local knowledge base.
 
+## What's New in v0.19.0
+
+- **Semantic Vector Search** — find notes by meaning, not just keywords. Combines full-text and vector similarity for hybrid search with FastEmbed embeddings.
+- **Schema System** — infer, validate, and diff the structure of your knowledge base with `schema_infer`, `schema_validate`, and `schema_diff` tools.
+- **Per-Project Cloud Routing** — route individual projects through the cloud while others stay local, using API key authentication (`basic-memory project set-cloud`).
+- **FastMCP 3.0** — upgraded to FastMCP 3.0 with tool annotations for better client integration.
+- **CLI Overhaul** — JSON output mode (`--json`) for scripting, workspace-aware commands, and an htop-inspired project dashboard.
+- **Smarter Editing** — `edit_note` append/prepend auto-creates notes if they don't exist; `write_note` has an overwrite guard to prevent accidental data loss.
+- **Richer Search Results** — matched chunk text returned in search results for better context.
+
+See the full [CHANGELOG](CHANGELOG.md) for details.
+
 - Website: [basicmemory.com](https://basicmemory.com?utm_source=github&utm_medium=referral&utm_campaign=readme)
 - Documentation: [docs.basicmemory.com](https://docs.basicmemory.com?utm_source=github&utm_medium=referral&utm_campaign=readme)
 - Community: [Discord](https://discord.gg/tyvKNccgqN?utm_source=github&utm_medium=referral&utm_campaign=readme)
@@ -63,6 +75,36 @@ uv tool install basic-memory
 
 You can view shared context via files in `~/basic-memory` (default directory location).
 
+## Automatic Updates
+
+Basic Memory includes a default-on auto-update flow for CLI installs.
+
+- **Auto-install supported:** `uv tool` and Homebrew installs
+- **Default check interval:** every 24 hours (`86400` seconds)
+- **MCP-safe behavior:** update checks run silently in `basic-memory mcp` mode
+- **`uvx` behavior:** skipped (runtime is ephemeral and managed by `uvx`)
+
+Manual update commands:
+
+```bash
+# Check now and install if supported
+bm update
+
+# Check only, do not install
+bm update --check
+```
+
+Config options in `~/.basic-memory/config.json`:
+
+```json
+{
+  "auto_update": true,
+  "update_check_interval": 86400
+}
+```
+
+To disable automatic updates, set `"auto_update": false`.
+
 ## Why Basic Memory?
 
 Most LLM interactions are ephemeral - you ask a question, get an answer, and everything is forgotten. Each conversation

llms-install.md

@@ -54,6 +54,22 @@ Or for a one-time sync:
 basic-memory sync
 ```
 
+### 4. Updating Basic Memory
+
+Basic Memory supports automatic updates by default for `uv tool` and Homebrew installs.
+
+For manual checks and upgrades:
+
+```bash
+# Check now and install if supported
+bm update
+
+# Check only, do not install
+bm update --check
+```
+
+To disable automatic updates, set `"auto_update": false` in `~/.basic-memory/config.json`.
+
 ## Configuration Options
 
 ### Custom Directory
@@ -125,4 +141,4 @@ If you encounter issues:
    cat ~/.basic-memory/basic-memory.log
    ```
 
-For more detailed information, refer to the [full documentation](https://memory.basicmachines.co/).
+For more detailed information, refer to the [full documentation](https://docs.basicmemory.com/).

server.json

@@ -6,12 +6,12 @@
     "url": "https://github.com/basicmachines-co/basic-memory.git",
     "source": "github"
   },
-  "version": "0.18.5",
+  "version": "0.20.1",
   "packages": [
     {
       "registryType": "pypi",
       "identifier": "basic-memory",
-      "version": "0.18.5",
+      "version": "0.20.1",
       "runtimeHint": "uvx",
       "runtimeArguments": [
         {"type": "positional", "value": "basic-memory"},

src/basic_memory/__init__.py

@@ -1,7 +1,7 @@
 """basic-memory - Local-first knowledge management combining Zettelkasten with knowledge graphs"""
 
 # Package version - updated by release automation
-__version__ = "0.18.5"
+__version__ = "0.20.1"
 
 # API version for FastAPI - independent of package version
 __api_version__ = "v0"

src/basic_memory/api/v2/routers/knowledge_router.py

@@ -20,6 +20,7 @@ from basic_memory.deps import (
     ProjectConfigV2ExternalDep,
     AppConfigDep,
     EntityRepositoryV2ExternalDep,
+    RelationRepositoryV2ExternalDep,
     ProjectExternalIdPathDep,
     TaskSchedulerDep,
     FileServiceV2ExternalDep,
@@ -31,6 +32,9 @@ from basic_memory.schemas.v2 import (
     EntityResolveRequest,
     EntityResolveResponse,
     EntityResponseV2,
+    GraphEdge,
+    GraphNode,
+    GraphResponse,
     MoveEntityRequestV2,
     MoveDirectoryRequestV2,
     DeleteDirectoryRequestV2,
@@ -56,6 +60,50 @@ def _schedule_vector_sync_if_enabled(
         )
 
 
+## Graph endpoint
+
+
+@router.get("/graph", response_model=GraphResponse)
+async def get_graph(
+    project_id: ProjectExternalIdPathDep,
+    entity_repository: EntityRepositoryV2ExternalDep,
+    relation_repository: RelationRepositoryV2ExternalDep,
+) -> GraphResponse:
+    """Return all entities and resolved relations for knowledge graph visualization.
+
+    Returns a flat node/edge structure optimized for rendering with graph libraries.
+    Only includes resolved relations (where to_id is not null).
+    """
+    logger.info("API v2 request: get_graph")
+
+    # Fetch all entities for this project
+    entities = await entity_repository.find_all(use_load_options=False)
+    nodes = [
+        GraphNode(
+            external_id=entity.external_id,
+            title=entity.title,
+            note_type=entity.note_type,
+            file_path=entity.file_path,
+        )
+        for entity in entities
+    ]
+
+    # Fetch all resolved relations (to_id is not null) with eager-loaded entities
+    relations = await relation_repository.find_all()
+    edges = [
+        GraphEdge(
+            from_id=relation.from_entity.external_id,
+            to_id=relation.to_entity.external_id,
+            relation_type=relation.relation_type,
+        )
+        for relation in relations
+        if relation.to_entity is not None
+    ]
+
+    logger.info(f"API v2 response: graph with {len(nodes)} nodes and {len(edges)} edges")
+    return GraphResponse(nodes=nodes, edges=edges)
+
+
 ## Resolution endpoint
 
 

src/basic_memory/cli/app.py

@@ -8,6 +8,7 @@ from typing import Optional  # noqa: E402
 
 import typer  # noqa: E402
 
+from basic_memory.cli.auto_update import maybe_run_periodic_auto_update  # noqa: E402
 from basic_memory.cli.container import CliContainer, set_container  # noqa: E402
 from basic_memory.cli.promo import maybe_show_cloud_promo, maybe_show_init_line  # noqa: E402
 from basic_memory.config import init_cli_logging  # noqa: E402
@@ -52,10 +53,14 @@ def app_callback(
     # Outcome: one-time plain line printed before the subcommand runs.
     maybe_show_init_line(ctx.invoked_subcommand)
 
-    # Trigger: register promo as a post-command callback.
-    # Why: promo output should appear after the command's own output, not before.
-    # Outcome: promo panel renders below the command results (status tree, table, etc.).
-    ctx.call_on_close(lambda: maybe_show_cloud_promo(ctx.invoked_subcommand))
+    # Trigger: register post-command messaging callbacks.
+    # Why: informational/promo/update output belongs below command results.
+    # Outcome: command output remains primary, with optional follow-up notices afterwards.
+    def _post_command_messages() -> None:
+        maybe_show_cloud_promo(ctx.invoked_subcommand)
+        maybe_run_periodic_auto_update(ctx.invoked_subcommand)
+
+    ctx.call_on_close(_post_command_messages)
 
     # Run initialization for commands that don't use the API
     # Skip for 'mcp' command - it has its own lifespan that handles initialization
@@ -70,6 +75,7 @@ def app_callback(
         "tool",
         "reset",
         "reindex",
+        "update",
         "watch",
     }
     if (

src/basic_memory/cli/auto_update.py

@@ -0,0 +1,391 @@
+"""Automatic update checks and upgrades for the Basic Memory CLI."""
+
+from __future__ import annotations
+
+import json
+import subprocess
+import sys
+import urllib.error
+import urllib.request
+from dataclasses import dataclass
+from datetime import datetime, timedelta
+from enum import Enum
+
+from loguru import logger
+from packaging.version import InvalidVersion, Version
+from rich.console import Console
+
+import basic_memory
+from basic_memory.config import ConfigManager
+
+PACKAGE_NAME = "basic-memory"
+PYPI_JSON_URL = "https://pypi.org/pypi/basic-memory/json"
+
+PYPI_TIMEOUT_SECONDS = 5
+BREW_OUTDATED_TIMEOUT_SECONDS = 15
+UV_UPGRADE_TIMEOUT_SECONDS = 180
+BREW_UPGRADE_TIMEOUT_SECONDS = 600
+
+
+class InstallSource(str, Enum):
+    """How the running CLI appears to have been installed."""
+
+    HOMEBREW = "homebrew"
+    UV_TOOL = "uv_tool"
+    UVX = "uvx"
+    UNKNOWN = "unknown"
+
+
+class AutoUpdateStatus(str, Enum):
+    """Result classification for update checks and installs."""
+
+    SKIPPED = "skipped"
+    UP_TO_DATE = "up_to_date"
+    UPDATE_AVAILABLE = "update_available"
+    UPDATED = "updated"
+    FAILED = "failed"
+
+
+@dataclass(frozen=True)
+class AutoUpdateResult:
+    """Structured result for update checks/install attempts."""
+
+    status: AutoUpdateStatus
+    source: InstallSource
+    checked: bool
+    update_available: bool
+    updated: bool
+    latest_version: str | None = None
+    message: str | None = None
+    error: str | None = None
+    restart_recommended: bool = False
+
+
+def detect_install_source(executable: str | None = None) -> InstallSource:
+    """Infer installation source from the active interpreter path."""
+    active_executable = executable or sys.executable
+    normalized = active_executable.lower().replace("\\", "/")
+
+    if "cellar/basic-memory" in normalized:
+        return InstallSource.HOMEBREW
+    if "uv/tools/basic-memory" in normalized:
+        return InstallSource.UV_TOOL
+    if "/uv/archive-" in normalized:
+        return InstallSource.UVX
+    return InstallSource.UNKNOWN
+
+
+def _is_interactive_session() -> bool:
+    """Return whether stdin/stdout are interactive terminals."""
+    try:
+        return sys.stdin.isatty() and sys.stdout.isatty()
+    except ValueError:
+        # Trigger: stdin/stdout may be closed during transport teardown.
+        # Why: isatty() raises ValueError on closed descriptors.
+        # Outcome: treat as non-interactive and suppress periodic output.
+        return False
+
+
+def _run_subprocess(
+    command: list[str],
+    *,
+    timeout_seconds: int,
+    silent: bool,
+    capture_output: bool,
+) -> subprocess.CompletedProcess[str]:
+    """Run a subprocess with explicit stdio behavior for protocol safety."""
+    # Trigger: silent operation (MCP/background) with no need for subprocess output.
+    # Why: prevent protocol/terminal pollution from child process output.
+    # Outcome: stdout/stderr are discarded unless explicit capture is requested.
+    use_devnull = silent and not capture_output
+    stdout_target = subprocess.DEVNULL if use_devnull else subprocess.PIPE
+    stderr_target = subprocess.DEVNULL if use_devnull else subprocess.PIPE
+
+    return subprocess.run(
+        command,
+        stdin=subprocess.DEVNULL,
+        stdout=stdout_target,
+        stderr=stderr_target,
+        text=True,
+        timeout=timeout_seconds,
+        check=False,
+    )
+
+
+def _version_from_pypi() -> str:
+    """Fetch the latest published package version from PyPI."""
+    request = urllib.request.Request(
+        PYPI_JSON_URL,
+        headers={"User-Agent": f"basic-memory-cli/{basic_memory.__version__}"},
+    )
+    with urllib.request.urlopen(request, timeout=PYPI_TIMEOUT_SECONDS) as response:
+        payload = json.loads(response.read().decode("utf-8"))
+    latest = payload.get("info", {}).get("version")
+    if not latest:
+        raise RuntimeError("PyPI JSON response did not include info.version")
+    return str(latest)
+
+
+def _check_homebrew_update_available(silent: bool) -> tuple[bool, str | None]:
+    """Check whether Homebrew reports an outdated basic-memory formula."""
+    result = _run_subprocess(
+        ["brew", "outdated", "--quiet", PACKAGE_NAME],
+        timeout_seconds=BREW_OUTDATED_TIMEOUT_SECONDS,
+        silent=silent,
+        capture_output=True,
+    )
+    if result.returncode != 0:
+        stderr = (result.stderr or "").strip()
+        stdout = (result.stdout or "").strip()
+        detail = stderr or stdout or "brew outdated failed"
+        raise RuntimeError(detail)
+
+    is_outdated = bool((result.stdout or "").strip())
+    return is_outdated, None
+
+
+def _check_pypi_update_available() -> tuple[bool, str]:
+    """Compare installed package version with PyPI latest version."""
+    latest = _version_from_pypi()
+    try:
+        current_version = Version(basic_memory.__version__)
+        latest_version = Version(latest)
+    except InvalidVersion as exc:
+        raise RuntimeError(
+            f"Could not compare versions (current={basic_memory.__version__}, latest={latest})"
+        ) from exc
+
+    return latest_version > current_version, latest
+
+
+def _manual_update_hint(source: InstallSource) -> str:
+    """Return manager-appropriate manual update instructions."""
+    if source == InstallSource.UV_TOOL:
+        return "Run `uv tool upgrade basic-memory`."
+    if source == InstallSource.HOMEBREW:
+        return "Run `brew upgrade basic-memory`."
+    return (
+        "Automatic install is not supported for this environment. "
+        "Update with your package manager (for pip: `python3 -m pip install -U basic-memory`)."
+    )
+
+
+def _save_last_checked_timestamp(config_manager: ConfigManager, checked_at: datetime) -> None:
+    """Persist the timestamp for the most recent attempted update check."""
+    config = config_manager.load_config()
+    config.auto_update_last_checked_at = checked_at
+    config_manager.save_config(config)
+
+
+def run_auto_update(
+    *,
+    force: bool = False,
+    check_only: bool = False,
+    silent: bool = False,
+    config_manager: ConfigManager | None = None,
+    now: datetime | None = None,
+    executable: str | None = None,
+) -> AutoUpdateResult:
+    """Run update check/install flow and return a structured result."""
+    manager = config_manager or ConfigManager()
+    config = manager.load_config()
+    source = detect_install_source(executable)
+    checked_at = now or datetime.now()
+
+    if source == InstallSource.UVX:
+        return AutoUpdateResult(
+            status=AutoUpdateStatus.SKIPPED,
+            source=source,
+            checked=False,
+            update_available=False,
+            updated=False,
+            message="uvx runtime detected; updates are managed by uvx cache resolution.",
+        )
+
+    if not force and not config.auto_update:
+        return AutoUpdateResult(
+            status=AutoUpdateStatus.SKIPPED,
+            source=source,
+            checked=False,
+            update_available=False,
+            updated=False,
+            message="Auto-update is disabled in config.",
+        )
+
+    if not force and config.auto_update_last_checked_at is not None:
+        try:
+            elapsed = checked_at - config.auto_update_last_checked_at
+        except TypeError:
+            # Trigger: mixed naive/aware datetimes from manual config edits.
+            # Why: datetime subtraction fails for mixed tz-awareness.
+            # Outcome: ignore the gate once and continue with a forced check path.
+            logger.warning("Auto-update interval gate skipped due to incompatible timestamp format")
+        else:
+            if elapsed < timedelta(seconds=config.update_check_interval):
+                return AutoUpdateResult(
+                    status=AutoUpdateStatus.SKIPPED,
+                    source=source,
+                    checked=False,
+                    update_available=False,
+                    updated=False,
+                    message="Update check interval has not elapsed.",
+                )
+
+    try:
+        # --- Availability check ---
+        latest_version: str | None = None
+        if source == InstallSource.HOMEBREW:
+            update_available, latest_version = _check_homebrew_update_available(silent=silent)
+        else:
+            update_available, latest_version = _check_pypi_update_available()
+
+        if not update_available:
+            return AutoUpdateResult(
+                status=AutoUpdateStatus.UP_TO_DATE,
+                source=source,
+                checked=True,
+                update_available=False,
+                updated=False,
+                latest_version=latest_version,
+                message=f"Basic Memory is up to date ({basic_memory.__version__}).",
+            )
+
+        if check_only:
+            return AutoUpdateResult(
+                status=AutoUpdateStatus.UPDATE_AVAILABLE,
+                source=source,
+                checked=True,
+                update_available=True,
+                updated=False,
+                latest_version=latest_version,
+                message=(
+                    f"Update available (latest: {latest_version or 'unknown'}). "
+                    f"{_manual_update_hint(source)}"
+                ),
+            )
+
+        if source == InstallSource.UNKNOWN:
+            return AutoUpdateResult(
+                status=AutoUpdateStatus.UPDATE_AVAILABLE,
+                source=source,
+                checked=True,
+                update_available=True,
+                updated=False,
+                latest_version=latest_version,
+                message=(
+                    f"Update available (latest: {latest_version or 'unknown'}). "
+                    f"{_manual_update_hint(source)}"
+                ),
+            )
+
+        # --- Automatic install ---
+        command = (
+            ["uv", "tool", "upgrade", PACKAGE_NAME]
+            if source == InstallSource.UV_TOOL
+            else ["brew", "upgrade", PACKAGE_NAME]
+        )
+        timeout = (
+            UV_UPGRADE_TIMEOUT_SECONDS
+            if source == InstallSource.UV_TOOL
+            else BREW_UPGRADE_TIMEOUT_SECONDS
+        )
+
+        install_result = _run_subprocess(
+            command,
+            timeout_seconds=timeout,
+            silent=silent,
+            capture_output=not silent,
+        )
+        if install_result.returncode != 0:
+            stderr = (install_result.stderr or "").strip() if install_result.stderr else ""
+            stdout = (install_result.stdout or "").strip() if install_result.stdout else ""
+            detail = stderr or stdout or "update command failed"
+            return AutoUpdateResult(
+                status=AutoUpdateStatus.FAILED,
+                source=source,
+                checked=True,
+                update_available=True,
+                updated=False,
+                latest_version=latest_version,
+                message="Automatic update failed.",
+                error=detail,
+            )
+
+        return AutoUpdateResult(
+            status=AutoUpdateStatus.UPDATED,
+            source=source,
+            checked=True,
+            update_available=True,
+            updated=True,
+            latest_version=latest_version,
+            message=(
+                "Basic Memory was updated successfully. "
+                "Restart running sessions to use the new version."
+            ),
+            restart_recommended=True,
+        )
+
+    except (
+        RuntimeError,
+        urllib.error.URLError,
+        ValueError,
+        TimeoutError,
+        subprocess.SubprocessError,
+        OSError,
+    ) as exc:
+        logger.warning(f"Auto-update check failed: {exc}")
+        return AutoUpdateResult(
+            status=AutoUpdateStatus.FAILED,
+            source=source,
+            checked=True,
+            update_available=False,
+            updated=False,
+            message="Automatic update check failed.",
+            error=str(exc),
+        )
+    finally:
+        # Trigger: we attempted a check path (including failures).
+        # Why: repeated failing checks on every command create noise and unnecessary network load.
+        # Outcome: next periodic check is gated by update_check_interval.
+        try:
+            _save_last_checked_timestamp(manager, checked_at)
+        except Exception as exc:  # pragma: no cover
+            logger.warning(f"Failed to persist auto-update timestamp: {exc}")
+
+
+def maybe_run_periodic_auto_update(
+    invoked_subcommand: str | None,
+    *,
+    config_manager: ConfigManager | None = None,
+    is_interactive: bool | None = None,
+    console: Console | None = None,
+) -> AutoUpdateResult | None:
+    """Run a periodic auto-update check for interactive CLI sessions."""
+    interactive = _is_interactive_session() if is_interactive is None else is_interactive
+    if not interactive:
+        return None
+    if invoked_subcommand in {None, "mcp", "update"}:
+        return None
+
+    result = run_auto_update(
+        force=False,
+        check_only=False,
+        silent=False,
+        config_manager=config_manager,
+    )
+
+    if result.status in {
+        AutoUpdateStatus.UPDATE_AVAILABLE,
+        AutoUpdateStatus.UPDATED,
+        AutoUpdateStatus.FAILED,
+    }:
+        out = console or Console()
+        if result.status == AutoUpdateStatus.UPDATED:
+            out.print(f"[green]{result.message}[/green]")
+        elif result.status == AutoUpdateStatus.FAILED:
+            error_detail = f" {result.error}" if result.error else ""
+            out.print(f"[yellow]{result.message}{error_detail}[/yellow]")
+        elif result.message:
+            out.print(f"[cyan]{result.message}[/cyan]")
+
+    return result

src/basic_memory/cli/commands/__init__.py

@@ -8,6 +8,7 @@ from . import (
     project,
     format,
     schema,
+    update,
 )
 
 __all__ = [
@@ -23,4 +24,5 @@ __all__ = [
     "project",
     "format",
     "schema",
+    "update",
 ]

src/basic_memory/cli/commands/mcp.py

@@ -1,12 +1,14 @@
 """MCP server command with streamable HTTP transport."""
 
 import os
+import threading
 from typing import Any, Optional
 
 import typer
 from loguru import logger
 
 from basic_memory.cli.app import app
+from basic_memory.cli.auto_update import AutoUpdateStatus, run_auto_update
 from basic_memory.config import ConfigManager, init_mcp_logging
 
 
@@ -80,6 +82,22 @@ def mcp(
         os.environ["BASIC_MEMORY_MCP_PROJECT"] = project_name
         logger.info(f"MCP server constrained to project: {project_name}")
 
+    def _run_background_auto_update() -> None:
+        result = run_auto_update(force=False, check_only=False, silent=True)
+        if result.restart_recommended:
+            logger.info(
+                "A newer Basic Memory version was installed and will apply on next restart."
+            )
+        elif result.status == AutoUpdateStatus.FAILED and result.error:
+            logger.warning(f"MCP background auto-update failed: {result.error}")
+
+    # Trigger: stdio transport corresponds to local user installs.
+    # Why: server transports (HTTP/SSE) run in managed environments where
+    # package-manager self-upgrades are inappropriate.
+    # Outcome: background auto-update runs only for local stdio MCP sessions.
+    if transport == "stdio":
+        threading.Thread(target=_run_background_auto_update, daemon=True).start()
+
     # Run the MCP server (blocks)
     # Lifespan handles: initialization, migrations, file sync, cleanup
     logger.info(f"Starting MCP server with {transport.upper()} transport")

src/basic_memory/cli/commands/project.py

@@ -128,7 +128,7 @@ def list_projects(
         table.add_column("Cloud Path", style="green")
         table.add_column("Workspace", style="green")
         table.add_column("CLI Route", style="blue")
-        table.add_column("MCP (stdio)", style="blue")
+        table.add_column("MCP", style="blue")
         table.add_column("Sync", style="green")
         table.add_column("Default", style="magenta")
 
@@ -164,6 +164,11 @@ def list_projects(
             elif entry and entry.mode == ProjectMode.LOCAL and entry.path:
                 local_path = format_path(normalize_project_path(entry.path))
 
+            # Clear local path for cloud-mode projects — only local projects
+            # should display a local path
+            if entry and entry.mode == ProjectMode.CLOUD:
+                local_path = ""
+
             cloud_path = ""
             if cloud_project is not None:
                 cloud_path = normalize_project_path(cloud_project.path)
@@ -182,7 +187,13 @@ def list_projects(
             is_default = config.default_project == project_name
 
             has_sync = bool(entry and entry.local_sync_path)
-            mcp_stdio_target = "local" if local_project is not None else "n/a"
+            # Determine MCP transport based on project routing mode
+            if entry and entry.mode == ProjectMode.CLOUD:
+                mcp_transport = "https"
+            elif entry is None and cloud_project is not None:
+                mcp_transport = "https"
+            else:
+                mcp_transport = "stdio"
 
             # Show workspace name (type) for cloud-sourced projects
             ws_label = ""
@@ -195,7 +206,7 @@ def list_projects(
                 "local_path": local_path,
                 "cloud_path": cloud_path,
                 "cli_route": cli_route,
-                "mcp_stdio": mcp_stdio_target,
+                "mcp_stdio": mcp_transport,
                 "sync": has_sync,
                 "is_default": is_default,
             }

src/basic_memory/cli/commands/update.py

@@ -0,0 +1,40 @@
+"""Manual update command for Basic Memory CLI."""
+
+import typer
+from rich.console import Console
+
+from basic_memory.cli.app import app
+from basic_memory.cli.auto_update import AutoUpdateStatus, run_auto_update
+
+console = Console()
+
+
+@app.command("update")
+def update(
+    check: bool = typer.Option(
+        False,
+        "--check",
+        help="Check for updates only (do not install).",
+    ),
+) -> None:
+    """Check for updates and install when supported."""
+    result = run_auto_update(force=True, check_only=check, silent=False)
+
+    if result.status == AutoUpdateStatus.FAILED:
+        detail = f" {result.error}" if result.error else ""
+        console.print(f"[red]{result.message or 'Update failed.'}{detail}[/red]")
+        raise typer.Exit(1)
+
+    if result.status == AutoUpdateStatus.UPDATED:
+        console.print(f"[green]{result.message or 'Basic Memory updated successfully.'}[/green]")
+        return
+
+    if result.status == AutoUpdateStatus.UP_TO_DATE:
+        console.print(f"[green]{result.message or 'Basic Memory is up to date.'}[/green]")
+        return
+
+    if result.status == AutoUpdateStatus.UPDATE_AVAILABLE:
+        console.print(f"[cyan]{result.message or 'Update available.'}[/cyan]")
+        return
+
+    console.print(f"[dim]{result.message or 'No update action was performed.'}[/dim]")

src/basic_memory/cli/main.py

@@ -28,6 +28,7 @@ if not _version_only_invocation(sys.argv[1:]):
         schema,
         status,
         tool,
+        update,
     )
 
 warnings.filterwarnings("ignore")  # pragma: no cover

src/basic_memory/cli/promo.py

@@ -12,7 +12,7 @@ from basic_memory.config import ConfigManager
 
 OSS_DISCOUNT_CODE = "BMFOSS"
 CLOUD_LEARN_MORE_URL = (
-    "https://basicmemory.com?utm_source=bm-cli&utm_medium=promo&utm_campaign=cloud-upsell"
+    "https://basicmemory.com?utm_source=bm-foss&utm_medium=promo&utm_campaign=cloud-upsell"
 )
 
 

src/basic_memory/config.py

@@ -351,6 +351,22 @@ class BasicMemoryConfig(BaseSettings):
         description="Most recent cloud promo version shown in CLI.",
     )
 
+    auto_update: bool = Field(
+        default=True,
+        description="Enable automatic CLI update checks and installs when supported.",
+    )
+
+    update_check_interval: int = Field(
+        default=86400,
+        description="Seconds between automatic update checks.",
+        gt=0,
+    )
+
+    auto_update_last_checked_at: Optional[datetime] = Field(
+        default=None,
+        description="Timestamp of the last attempted automatic update check.",
+    )
+
     cloud_api_key: Optional[str] = Field(
         default=None,
         description="API key for cloud access (bmc_ prefixed). Account-level, not per-project.",
@@ -629,6 +645,12 @@ class BasicMemoryConfig(BaseSettings):
 
 # Module-level cache for configuration
 _CONFIG_CACHE: Optional[BasicMemoryConfig] = None
+# Track config file mtime+size so cross-process changes (e.g. `bm project set-cloud`
+# in a separate terminal) invalidate the cache in long-lived processes like the
+# MCP stdio server. Using both mtime and size guards against coarse-granularity
+# filesystems where two writes within the same second share the same mtime.
+_CONFIG_MTIME: Optional[float] = None
+_CONFIG_SIZE: Optional[int] = None
 
 
 class ConfigManager:
@@ -662,13 +684,38 @@ class ConfigManager:
         Environment variables take precedence over file config values,
         following Pydantic Settings best practices.
 
-        Uses module-level cache for performance across ConfigManager instances.
+        Uses module-level cache with file mtime validation so that
+        cross-process config changes (e.g. `bm project set-cloud` in a
+        separate terminal) are picked up by long-lived processes like
+        the MCP stdio server.
         """
-        global _CONFIG_CACHE
+        global _CONFIG_CACHE, _CONFIG_MTIME, _CONFIG_SIZE
 
-        # Return cached config if available
+        # Trigger: cached config exists but the on-disk file may have been
+        # modified by another process (CLI command in a different terminal).
+        # Why: the MCP server is long-lived; without this check it would
+        # serve stale project routing forever.
+        # Outcome: cheap os.stat() per access; re-read only when mtime or size differs.
         if _CONFIG_CACHE is not None:
-            return _CONFIG_CACHE
+            try:
+                st = self.config_file.stat()
+                current_mtime = st.st_mtime
+                current_size = st.st_size
+            except OSError:
+                current_mtime = None
+                current_size = None
+
+            if (
+                current_mtime is not None
+                and current_mtime == _CONFIG_MTIME
+                and current_size == _CONFIG_SIZE
+            ):
+                return _CONFIG_CACHE
+
+            # mtime/size changed or file gone — invalidate and fall through to re-read
+            _CONFIG_CACHE = None
+            _CONFIG_MTIME = None
+            _CONFIG_SIZE = None
 
         if self.config_file.exists():
             try:
@@ -723,6 +770,15 @@ class ConfigManager:
 
                 _CONFIG_CACHE = BasicMemoryConfig(**merged_data)
 
+                # Record mtime+size so subsequent calls detect cross-process changes
+                try:
+                    st = self.config_file.stat()
+                    _CONFIG_MTIME = st.st_mtime
+                    _CONFIG_SIZE = st.st_size
+                except OSError:
+                    _CONFIG_MTIME = None
+                    _CONFIG_SIZE = None
+
                 # Re-save to normalize legacy config into current format
                 if needs_resave:
                     # Create backup before overwriting so users can revert if needed
@@ -753,10 +809,12 @@ class ConfigManager:
 
     def save_config(self, config: BasicMemoryConfig) -> None:
         """Save configuration to file and invalidate cache."""
-        global _CONFIG_CACHE
+        global _CONFIG_CACHE, _CONFIG_MTIME, _CONFIG_SIZE
         save_basic_memory_config(self.config_file, config)
         # Invalidate cache so next load_config() reads fresh data
         _CONFIG_CACHE = None
+        _CONFIG_MTIME = None
+        _CONFIG_SIZE = None
 
     @property
     def projects(self) -> Dict[str, str]:

src/basic_memory/db.py

@@ -43,40 +43,37 @@ if sys.platform == "win32":  # pragma: no cover
 _engine: Optional[AsyncEngine] = None
 _session_maker: Optional[async_sessionmaker[AsyncSession]] = None
 
-# Alembic revision that enables one-time automatic embedding backfill.
-SEMANTIC_EMBEDDING_BACKFILL_REVISION = "i2c3d4e5f6g7"
 
-
-async def _load_applied_alembic_revisions(
+async def _needs_semantic_embedding_backfill(
+    app_config: BasicMemoryConfig,
     session_maker: async_sessionmaker[AsyncSession],
-) -> set[str]:
-    """Load applied Alembic revisions from alembic_version.
+) -> bool:
+    """Check if entities exist but vector embeddings are empty.
 
-    Returns an empty set when the version table does not exist yet
-    (fresh database before first migration).
+    This is the reliable way to detect that embeddings need to be generated,
+    regardless of how migrations were applied (fresh DB, upgrade, reset, etc.).
     """
+    if not app_config.semantic_search_enabled:
+        return False
+
     try:
         async with scoped_session(session_maker) as session:
-            result = await session.execute(text("SELECT version_num FROM alembic_version"))
-            return {str(row[0]) for row in result.fetchall() if row[0]}
+            entity_count = (
+                await session.execute(text("SELECT COUNT(*) FROM entity"))
+            ).scalar() or 0
+            if entity_count == 0:
+                return False
+
+            # Check if vector chunks table exists and is empty
+            embedding_count = (
+                await session.execute(text("SELECT COUNT(*) FROM search_vector_chunks"))
+            ).scalar() or 0
+
+            return embedding_count == 0
     except Exception as exc:
-        error_message = str(exc).lower()
-        if "alembic_version" in error_message and (
-            "no such table" in error_message or "does not exist" in error_message
-        ):
-            return set()
-        raise
-
-
-def _should_run_semantic_embedding_backfill(
-    revisions_before_upgrade: set[str],
-    revisions_after_upgrade: set[str],
-) -> bool:
-    """Check if this migration run newly applied the backfill-trigger revision."""
-    return (
-        SEMANTIC_EMBEDDING_BACKFILL_REVISION in revisions_after_upgrade
-        and SEMANTIC_EMBEDDING_BACKFILL_REVISION not in revisions_before_upgrade
-    )
+        # Table might not exist yet (pre-migration)
+        logger.debug(f"Could not check embedding status: {exc}")
+        return False
 
 
 async def _run_semantic_embedding_backfill(
@@ -480,26 +477,9 @@ async def run_migrations(
     Note: Alembic tracks which migrations have been applied via the alembic_version table,
     so it's safe to call this multiple times - it will only run pending migrations.
     """
-    logger.debug("Running database migrations...")
+    logger.info("Running database migrations...")
     temp_engine: AsyncEngine | None = None
     try:
-        revisions_before_upgrade: set[str] = set()
-        # Trigger: run_migrations() can be invoked before module-level session maker is set.
-        # Why: we still need reliable before/after revision detection for one-time backfill.
-        # Outcome: create a short-lived session maker when needed, then dispose it immediately.
-        if _session_maker is None:
-            precheck_engine, temp_session_maker = _create_engine_and_session(
-                app_config.database_path,
-                database_type,
-                app_config,
-            )
-            try:
-                revisions_before_upgrade = await _load_applied_alembic_revisions(temp_session_maker)
-            finally:
-                await precheck_engine.dispose()
-        else:
-            revisions_before_upgrade = await _load_applied_alembic_revisions(_session_maker)
-
         # Get the absolute path to the alembic directory relative to this file
         alembic_dir = Path(__file__).parent / "alembic"
         config = Config()
@@ -519,7 +499,7 @@ async def run_migrations(
         config.set_main_option("sqlalchemy.url", db_url)
 
         command.upgrade(config, "head")
-        logger.debug("Migrations completed successfully")
+        logger.info("Migrations completed successfully")
 
         # Get session maker - ensure we don't trigger recursive migration calls
         if _session_maker is None:
@@ -541,12 +521,14 @@ async def run_migrations(
         else:
             await SQLiteSearchRepository(session_maker, 1).init_search_index()
 
-        revisions_after_upgrade = await _load_applied_alembic_revisions(session_maker)
-        if _should_run_semantic_embedding_backfill(
-            revisions_before_upgrade,
-            revisions_after_upgrade,
-        ):
-            await _run_semantic_embedding_backfill(app_config, session_maker)
+        # Check if backfill is needed — actual backfill runs in background
+        # from the MCP server lifespan to avoid blocking startup.
+        if await _needs_semantic_embedding_backfill(app_config, session_maker):
+            logger.info(
+                "Semantic embeddings missing — backfill will run in background after startup"
+            )
+        else:
+            logger.info("Semantic embeddings: up to date")
     except Exception as e:  # pragma: no cover
         logger.error(f"Error running migrations: {e}")
         raise

src/basic_memory/mcp/server.py

@@ -2,18 +2,71 @@
 Basic Memory FastMCP server.
 """
 
+import asyncio
 import time
 from contextlib import asynccontextmanager
 
 from fastmcp import FastMCP
 from loguru import logger
+from sqlalchemy import text
+from sqlalchemy.ext.asyncio import async_sessionmaker, AsyncSession
 
 from basic_memory import db
 from basic_memory.cli.auth import CLIAuth
+from basic_memory.config import BasicMemoryConfig
+from basic_memory.db import (
+    scoped_session,
+    _needs_semantic_embedding_backfill,
+    _run_semantic_embedding_backfill,
+)
 from basic_memory.mcp.container import McpContainer, set_container
 from basic_memory.services.initialization import initialize_app
 
 
+async def _log_embedding_status(session_maker: async_sessionmaker[AsyncSession]) -> None:
+    """Log a clear summary of semantic embedding status at startup."""
+    try:
+        async with scoped_session(session_maker) as session:
+            entity_count = (
+                await session.execute(text("SELECT COUNT(*) FROM entity"))
+            ).scalar() or 0
+            chunk_count = (
+                await session.execute(text("SELECT COUNT(*) FROM search_vector_chunks"))
+            ).scalar() or 0
+            embedding_count = (
+                await session.execute(text("SELECT COUNT(*) FROM search_vector_embeddings_rowids"))
+            ).scalar() or 0
+
+        if entity_count == 0:
+            logger.info("Semantic embeddings: no entities yet")
+        elif embedding_count == 0:
+            logger.warning(
+                f"Semantic embeddings: EMPTY — {entity_count} entities have no embeddings. "
+                "Backfill running in background..."
+            )
+        else:
+            logger.info(
+                f"Semantic embeddings: {embedding_count} embeddings "
+                f"across {chunk_count} chunks for {entity_count} entities"
+            )
+    except Exception as exc:
+        logger.debug(f"Could not check embedding status at startup: {exc}")
+
+
+async def _background_embedding_backfill(
+    config: BasicMemoryConfig,
+    session_maker: async_sessionmaker[AsyncSession],
+) -> None:
+    """Run semantic embedding backfill in the background without blocking startup."""
+    try:
+        if await _needs_semantic_embedding_backfill(config, session_maker):
+            logger.info("Background embedding backfill starting...")
+            await _run_semantic_embedding_backfill(config, session_maker)
+            await _log_embedding_status(session_maker)
+    except Exception as exc:
+        logger.error(f"Background embedding backfill failed: {exc}")
+
+
 @asynccontextmanager
 async def lifespan(app: FastMCP):
     """Lifecycle manager for the MCP server.
@@ -70,6 +123,16 @@ async def lifespan(app: FastMCP):
     # Initialize app (runs migrations, reconciles projects)
     await initialize_app(container.config)
 
+    # Log embedding status so it's easy to spot in the logs
+    backfill_task: asyncio.Task | None = None  # type: ignore[type-arg]
+    if config.semantic_search_enabled and db._session_maker is not None:
+        await _log_embedding_status(db._session_maker)
+        # Launch backfill in background so MCP server is ready immediately
+        backfill_task = asyncio.create_task(
+            _background_embedding_backfill(config, db._session_maker),
+            name="embedding-backfill",
+        )
+
     # Create and start sync coordinator (lifecycle centralized in coordinator)
     sync_coordinator = container.create_sync_coordinator()
     await sync_coordinator.start()
@@ -79,6 +142,15 @@ async def lifespan(app: FastMCP):
     finally:
         # Shutdown - coordinator handles clean task cancellation
         logger.debug("Shutting down Basic Memory MCP server")
+
+        # Cancel embedding backfill if still running
+        if backfill_task is not None and not backfill_task.done():
+            backfill_task.cancel()
+            try:
+                await backfill_task
+            except asyncio.CancelledError:
+                logger.info("Background embedding backfill cancelled during shutdown")
+
         await sync_coordinator.stop()
 
         # Only shutdown DB if we created it (not if test fixture provided it)

src/basic_memory/mcp/tools/canvas.py

@@ -4,12 +4,14 @@ This tool creates Obsidian canvas files (.canvas) using the JSON Canvas 1.0 spec
 """
 
 import json
-from typing import Dict, List, Any, Optional
+from typing import Annotated, Dict, List, Any, Optional
 
 from loguru import logger
 from fastmcp import Context
+from pydantic import BeforeValidator
 
 from basic_memory.mcp.project_context import get_project_client
+from basic_memory.utils import coerce_list
 from basic_memory.mcp.server import mcp
 from basic_memory.mcp.tools.utils import call_put, call_post, resolve_entity_id
 
@@ -19,8 +21,8 @@ from basic_memory.mcp.tools.utils import call_put, call_post, resolve_entity_id
     annotations={"destructiveHint": False, "idempotentHint": True, "openWorldHint": False},
 )
 async def canvas(
-    nodes: List[Dict[str, Any]],
-    edges: List[Dict[str, Any]],
+    nodes: Annotated[List[Dict[str, Any]], BeforeValidator(coerce_list)],
+    edges: Annotated[List[Dict[str, Any]], BeforeValidator(coerce_list)],
     title: str,
     directory: str,
     project: Optional[str] = None,

src/basic_memory/mcp/tools/delete_note.py

@@ -318,7 +318,7 @@ delete_note("path/to/file.md")
         note_file_path = None
         try:
             # Resolve identifier to entity ID
-            entity_id = await knowledge_client.resolve_entity(identifier)
+            entity_id = await knowledge_client.resolve_entity(identifier, strict=True)
             if output_format == "json":
                 entity = await knowledge_client.get_entity(entity_id)
                 note_title = entity.title

src/basic_memory/mcp/tools/edit_note.py

@@ -158,7 +158,7 @@ Error editing note '{identifier}': {error_message}
 
 
 @mcp.tool(
-    description="Edit an existing markdown note using various operations like append, prepend, find_replace, or replace_section.",
+    description="Edit an existing markdown note using various operations like append, prepend, find_replace, replace_section, insert_before_section, or insert_after_section.",
     annotations={"destructiveHint": False, "openWorldHint": False},
 )
 async def edit_note(
@@ -190,6 +190,8 @@ async def edit_note(
                   - "prepend": Add content to the beginning of the note (creates the note if it doesn't exist)
                   - "find_replace": Replace occurrences of find_text with content (note must exist)
                   - "replace_section": Replace content under a specific markdown header (note must exist)
+                  - "insert_before_section": Insert content before a section heading without consuming it (note must exist)
+                  - "insert_after_section": Insert content after a section heading without consuming it (note must exist)
         content: The content to add or use for replacement
         project: Project name to edit in. Optional - server will resolve using hierarchy.
                 If unknown, use list_memory_projects() to discover available projects.
@@ -257,7 +259,14 @@ async def edit_note(
         logger.info("MCP tool call", tool="edit_note", identifier=identifier, operation=operation)
 
         # Validate operation
-        valid_operations = ["append", "prepend", "find_replace", "replace_section"]
+        valid_operations = [
+            "append",
+            "prepend",
+            "find_replace",
+            "replace_section",
+            "insert_before_section",
+            "insert_after_section",
+        ]
         if operation not in valid_operations:
             raise ValueError(
                 f"Invalid operation '{operation}'. Must be one of: {', '.join(valid_operations)}"
@@ -266,8 +275,9 @@ async def edit_note(
         # Validate required parameters for specific operations
         if operation == "find_replace" and not find_text:
             raise ValueError("find_text parameter is required for find_replace operation")
-        if operation == "replace_section" and not section:
-            raise ValueError("section parameter is required for replace_section operation")
+        section_ops = ("replace_section", "insert_before_section", "insert_after_section")
+        if operation in section_ops and not section:
+            raise ValueError("section parameter is required for section-based operations")
 
         # Use the PATCH endpoint to edit the entity
         try:
@@ -283,7 +293,7 @@ async def edit_note(
 
             # Try to resolve the entity; for append/prepend, create it if not found
             try:
-                entity_id = await knowledge_client.resolve_entity(identifier)
+                entity_id = await knowledge_client.resolve_entity(identifier, strict=True)
             except Exception as resolve_error:
                 # Trigger: entity does not exist yet
                 # Why: append/prepend can meaningfully create a new note from the content,
@@ -389,6 +399,10 @@ async def edit_note(
                     summary.append("operation: Find and replace operation completed")
                 elif operation == "replace_section":
                     summary.append(f"operation: Replaced content under section '{section}'")
+                elif operation == "insert_before_section":
+                    summary.append(f"operation: Inserted content before section '{section}'")
+                elif operation == "insert_after_section":
+                    summary.append(f"operation: Inserted content after section '{section}'")
 
             # Count observations by category (reuse logic from write_note)
             categories = {}

src/basic_memory/mcp/tools/move_note.py

@@ -6,6 +6,7 @@ from typing import Optional, Literal
 
 from loguru import logger
 from fastmcp import Context
+from mcp.server.fastmcp.exceptions import ToolError
 
 from basic_memory.mcp.server import mcp
 from basic_memory.mcp.project_context import get_project_client
@@ -637,7 +638,7 @@ move_note("path/to/file.md", "{destination_path}/file.md")
             """Resolve and cache the source entity ID for the duration of this move."""
             nonlocal resolved_entity_id
             if resolved_entity_id is None:
-                resolved_entity_id = await knowledge_client.resolve_entity(identifier)
+                resolved_entity_id = await knowledge_client.resolve_entity(identifier, strict=True)
             return resolved_entity_id
 
         try:
@@ -645,8 +646,26 @@ move_note("path/to/file.md", "{destination_path}/file.md")
             source_entity = await knowledge_client.get_entity(resolved_entity_id)
             if "." in source_entity.file_path:
                 source_ext = source_entity.file_path.split(".")[-1]
+        except ToolError as e:
+            # Trigger: strict=True resolve_entity raised because the entity was not found.
+            # Why: fail fast with a formatted error instead of silently falling through
+            #      to extension defaults and failing later with a confusing message.
+            # Outcome: move_note returns a user-facing not-found error immediately.
+            logger.error(f"Move failed for '{identifier}' to '{destination_path}': {e}")
+            if output_format == "json":
+                return {
+                    "moved": False,
+                    "title": None,
+                    "permalink": None,
+                    "file_path": None,
+                    "source": identifier,
+                    "destination": destination_path,
+                    "error": str(e),
+                }
+            return _format_move_error_response(str(e), identifier, destination_path)
         except Exception as e:
-            # If we can't fetch source metadata, continue with extension defaults.
+            # If we can't fetch source metadata (e.g. get_entity or file_path parsing fails),
+            # continue with extension defaults — the entity was at least resolved.
             logger.debug(f"Could not fetch source entity for extension check: {e}")
 
         # --- Resolve destination_folder into destination_path ---

src/basic_memory/mcp/tools/schema.py

@@ -160,7 +160,7 @@ def _no_notes_guidance(note_type: str, tool_name: str) -> str:
         f"## Next Steps\n\n"
         f"1. **Create notes of this type** — use `write_note` with "
         f'`note_type="{note_type}"` to create notes\n'
-        f"2. **Check existing types** — use `search_notes` with `entity_types` "
+        f"2. **Check existing types** — use `search_notes` with `note_types` "
         f"filter to see what types exist\n"
         f"3. **Browse content** — use `list_directory` or `recent_activity` to "
         f"see what's in the project\n"
@@ -397,7 +397,7 @@ async def schema_infer(
                     f"share a consistent structure.\n\n"
                     f"## Suggestions\n"
                     f"1. **Use a more specific type** — try `search_notes` with "
-                    f"`entity_types` filter to see what types exist\n"
+                    f"`note_types` filter to see what types exist\n"
                     f"2. **Lower the threshold** — "
                     f'`schema_infer("{note_type}", threshold=0.1)` to include '
                     f"rarer fields\n"

src/basic_memory/mcp/tools/search.py

@@ -2,12 +2,14 @@
 
 import re
 from textwrap import dedent
-from typing import List, Optional, Dict, Any, Literal
+from typing import Annotated, List, Optional, Dict, Any, Literal
 
 from loguru import logger
 from fastmcp import Context
+from pydantic import BeforeValidator
 
 from basic_memory.config import ConfigManager
+from basic_memory.utils import coerce_dict, coerce_list
 from basic_memory.mcp.container import get_container
 from basic_memory.mcp.project_context import (
     detect_project_from_url_prefix,
@@ -165,7 +167,7 @@ def _format_search_error_response(
                - Remove restrictive terms: Focus on the most important keywords
 
             5. **Use filtering to narrow scope**:
-               - By content type: `search_notes("{project}","{query}", note_types=["note"])`
+               - By note type in frontmatter: `search_notes("{project}","{query}", note_types=["note"])`
                - By recent content: `search_notes("{project}","{query}", after_date="1 week")`
                - By entity type: `search_notes("{project}","{query}", entity_types=["observation"])`
 
@@ -305,11 +307,28 @@ async def search_notes(
     page_size: int = 10,
     search_type: str | None = None,
     output_format: Literal["text", "json"] = "text",
-    note_types: List[str] | None = None,
-    entity_types: List[str] | None = None,
+    note_types: Annotated[
+        List[str] | None,
+        BeforeValidator(coerce_list),
+        "Filter by the 'type' field in note frontmatter (e.g. 'note', 'chapter', 'person'). "
+        "Case-insensitive.",
+    ] = None,
+    entity_types: Annotated[
+        List[str] | None,
+        BeforeValidator(coerce_list),
+        "Filter by knowledge graph item type: 'entity' (whole notes), 'observation', or "
+        "'relation'. Defaults to 'entity'. Do NOT pass schema/frontmatter types like "
+        "'Chapter' here — use note_types instead.",
+    ] = None,
     after_date: Optional[str] = None,
-    metadata_filters: Optional[Dict[str, Any]] = None,
-    tags: Optional[List[str]] = None,
+    metadata_filters: Annotated[
+        Dict[str, Any] | None,
+        BeforeValidator(coerce_dict),
+    ] = None,
+    tags: Annotated[
+        List[str] | None,
+        BeforeValidator(coerce_list),
+    ] = None,
     status: Optional[str] = None,
     min_similarity: Optional[float] = None,
     context: Context | None = None,
@@ -350,6 +369,7 @@ async def search_notes(
     ### Search Type Examples
     - `search_notes("my-project", "Meeting", search_type="title")` - Search only in titles
     - `search_notes("work-docs", "docs/meeting-*", search_type="permalink")` - Pattern match permalinks
+      Note: Permalink patterns match the full path (e.g., "project/folder/chapter-13*", not just "chapter-13*").
     - `search_notes("research", "keyword")` - Default search (hybrid when semantic is enabled,
       text when disabled)
 
@@ -436,7 +456,7 @@ async def search_notes(
         # Exact phrase search
         results = await search_notes("\"weekly standup meeting\"")
 
-        # Search with note type filter
+        # Search with note type filter - type property in frontmatter
         results = await search_notes(
             "meeting notes",
             note_types=["note"],
@@ -477,7 +497,8 @@ async def search_notes(
         results = await search_notes("project planning", project="my-project")
     """
     # Avoid mutable-default-argument footguns. Treat None as "no filter".
-    note_types = note_types or []
+    # Lowercase note_types so "Chapter" matches the stored "chapter".
+    note_types = [t.lower() for t in note_types] if note_types else []
     entity_types = entity_types or []
 
     # Parse tag:<value> shorthand at tool level so it works with all search modes.

src/basic_memory/mcp/tools/ui_sdk.py

@@ -2,7 +2,7 @@
 
 from __future__ import annotations
 
-from typing import Any, Dict, List, Optional
+from typing import Annotated, Any, Dict, List, Optional
 
 from fastmcp import Context
 from mcp.types import ContentBlock, TextContent
@@ -28,8 +28,17 @@ async def search_notes_ui(
     page: int = 1,
     page_size: int = 10,
     search_type: Optional[str] = None,
-    note_types: List[str] | None = None,
-    entity_types: List[str] | None = None,
+    note_types: Annotated[
+        List[str] | None,
+        "Filter by the 'type' field in note frontmatter (e.g. 'note', 'chapter', 'person'). "
+        "Case-insensitive.",
+    ] = None,
+    entity_types: Annotated[
+        List[str] | None,
+        "Filter by knowledge graph item type: 'entity' (whole notes), 'observation', or "
+        "'relation'. Defaults to 'entity'. Do NOT pass schema/frontmatter types like "
+        "'Chapter' here — use note_types instead.",
+    ] = None,
     after_date: Optional[str] = None,
     metadata_filters: Optional[Dict[str, Any]] = None,
     tags: Optional[List[str]] = None,

src/basic_memory/mcp/tools/write_note.py

@@ -1,16 +1,17 @@
 """Write note tool for Basic Memory MCP server."""
 
 import textwrap
-from typing import List, Union, Optional, Literal
+from typing import Annotated, List, Union, Optional, Literal
 
 from loguru import logger
+from pydantic import BeforeValidator
 
 from basic_memory.config import ConfigManager
 from basic_memory.mcp.project_context import get_project_client, add_project_metadata
 from basic_memory.mcp.server import mcp
 from fastmcp import Context
 from basic_memory.schemas.base import Entity
-from basic_memory.utils import parse_tags, validate_project_path
+from basic_memory.utils import coerce_dict, parse_tags, validate_project_path
 
 # Define TagType as a Union that can accept either a string or a list of strings or None
 TagType = Union[List[str], str, None]
@@ -28,7 +29,7 @@ async def write_note(
     workspace: Optional[str] = None,
     tags: list[str] | str | None = None,
     note_type: str = "note",
-    metadata: dict | None = None,
+    metadata: Annotated[dict | None, BeforeValidator(coerce_dict)] = None,
     overwrite: bool | None = None,
     output_format: Literal["text", "json"] = "text",
     context: Context | None = None,

src/basic_memory/repository/search_repository_base.py

@@ -451,21 +451,36 @@ class SearchRepositoryBase(ABC):
         return "\n\n".join(part for part in row_parts if part)
 
     def _build_chunk_records(self, rows) -> list[dict[str, str]]:
-        records: list[dict[str, str]] = []
+        records_by_key: dict[str, dict[str, str]] = {}
+        duplicate_chunk_keys = 0
         for row in rows:
             source_text = self._compose_row_source_text(row)
             chunks = self._split_text_into_chunks(source_text)
             for chunk_index, chunk_text in enumerate(chunks):
                 chunk_key = f"{row.type}:{row.id}:{chunk_index}"
                 source_hash = hashlib.sha256(chunk_text.encode("utf-8")).hexdigest()
-                records.append(
-                    {
-                        "chunk_key": chunk_key,
-                        "chunk_text": chunk_text,
-                        "source_hash": source_hash,
-                    }
-                )
-        return records
+                # Trigger: SQLite FTS5 can accumulate duplicate logical rows for the
+                # same search_index id because it does not enforce relational uniqueness.
+                # Why: duplicate chunk keys would schedule duplicate writes for the same
+                # chunk row and eventually trip UNIQUE(rowid) in search_vector_embeddings.
+                # Outcome: collapse chunk work to one deterministic record per chunk key.
+                if chunk_key in records_by_key:
+                    duplicate_chunk_keys += 1
+                records_by_key[chunk_key] = {
+                    "chunk_key": chunk_key,
+                    "chunk_text": chunk_text,
+                    "source_hash": source_hash,
+                }
+
+        if duplicate_chunk_keys:
+            logger.warning(
+                "Collapsed duplicate vector chunk keys before embedding sync: "
+                "project_id={project_id} duplicate_chunk_keys={duplicate_chunk_keys}",
+                project_id=self.project_id,
+                duplicate_chunk_keys=duplicate_chunk_keys,
+            )
+
+        return list(records_by_key.values())
 
     # --- Text splitting ---
 

src/basic_memory/schemas/base.py

@@ -140,10 +140,12 @@ def validate_timeframe(timeframe: str) -> str:
     if parsed > now:
         raise ValueError("Timeframe cannot be in the future")  # pragma: no cover
 
-    # Could format the duration back to our standard format
-    days = (now - parsed).days
+    # Round to nearest day to handle DST transitions where an hour shift
+    # can cause e.g. "7d" to compute as 6 days + 23 hours
+    total_seconds = (now - parsed).total_seconds()
+    days = round(total_seconds / 86400)
 
-    # Could enforce reasonable limits
+    # Enforce reasonable limits
     if days > 365:
         raise ValueError("Timeframe should be <= 1 year")
 

src/basic_memory/schemas/request.py

@@ -65,7 +65,14 @@ class EditEntityRequest(BaseModel):
     Supports various operation types for different editing scenarios.
     """
 
-    operation: Literal["append", "prepend", "find_replace", "replace_section"]
+    operation: Literal[
+        "append",
+        "prepend",
+        "find_replace",
+        "replace_section",
+        "insert_before_section",
+        "insert_after_section",
+    ]
     content: str
     section: Optional[str] = None
     find_text: Optional[str] = None
@@ -75,8 +82,16 @@ class EditEntityRequest(BaseModel):
     @classmethod
     def validate_section_for_replace_section(cls, v, info):
         """Ensure section is provided for replace_section operation."""
-        if info.data.get("operation") == "replace_section" and not v:
-            raise ValueError("section parameter is required for replace_section operation")
+        if (
+            info.data.get("operation")
+            in (
+                "replace_section",
+                "insert_before_section",
+                "insert_after_section",
+            )
+            and not v
+        ):
+            raise ValueError("section parameter is required for section-based operations")
         return v
 
     @field_validator("find_text")

src/basic_memory/schemas/v2/__init__.py

@@ -10,6 +10,11 @@ from basic_memory.schemas.v2.entity import (
     ProjectResolveRequest,
     ProjectResolveResponse,
 )
+from basic_memory.schemas.v2.graph import (
+    GraphEdge,
+    GraphNode,
+    GraphResponse,
+)
 from basic_memory.schemas.v2.resource import (
     CreateResourceRequest,
     UpdateResourceRequest,
@@ -25,6 +30,9 @@ __all__ = [
     "DeleteDirectoryRequestV2",
     "ProjectResolveRequest",
     "ProjectResolveResponse",
+    "GraphEdge",
+    "GraphNode",
+    "GraphResponse",
     "CreateResourceRequest",
     "UpdateResourceRequest",
     "ResourceResponse",

src/basic_memory/schemas/v2/graph.py

@@ -0,0 +1,31 @@
+"""Graph visualization schemas for the knowledge graph endpoint."""
+
+from typing import Optional
+
+from pydantic import BaseModel, Field
+
+
+class GraphNode(BaseModel):
+    """A node in the knowledge graph visualization."""
+
+    external_id: str = Field(..., description="Entity external ID (UUID)")
+    title: str = Field(..., description="Entity title")
+    note_type: Optional[str] = Field(None, description="Note type (e.g., note, spec, task)")
+    file_path: str = Field(..., description="Relative file path")
+
+
+class GraphEdge(BaseModel):
+    """An edge in the knowledge graph visualization."""
+
+    from_id: str = Field(..., description="External ID of source entity")
+    to_id: str = Field(..., description="External ID of target entity")
+    relation_type: str = Field(..., description="Type of relation")
+
+
+class GraphResponse(BaseModel):
+    """Complete knowledge graph for visualization."""
+
+    nodes: list[GraphNode] = Field(default_factory=list, description="All entities as nodes")
+    edges: list[GraphEdge] = Field(
+        default_factory=list, description="All resolved relations as edges"
+    )

src/basic_memory/services/entity_service.py

@@ -888,6 +888,14 @@ class EntityService(BaseService[EntityModel]):
                 raise ValueError("section cannot be empty or whitespace only")
             return self.replace_section_content(current_content, section, content)
 
+        elif operation in ("insert_before_section", "insert_after_section"):
+            if not section:
+                raise ValueError("section is required for insert section operations")
+            if not section.strip():
+                raise ValueError("section cannot be empty or whitespace only")
+            position = "before" if operation == "insert_before_section" else "after"
+            return self.insert_relative_to_section(current_content, section, content, position)
+
         else:
             raise ValueError(f"Unsupported operation: {operation}")
 
@@ -979,6 +987,73 @@ class EntityService(BaseService[EntityModel]):
 
         return "\n".join(result_lines)
 
+    def insert_relative_to_section(
+        self,
+        current_content: str,
+        section_header: str,
+        new_content: str,
+        position: str,
+    ) -> str:
+        """Insert content before or after a section heading without consuming it.
+
+        Unlike replace_section_content, this preserves the section heading and its
+        existing content. The new content is inserted immediately before or after
+        the heading line.
+
+        Args:
+            current_content: The current markdown content
+            section_header: The section header to anchor on (e.g., "## Section Name")
+            new_content: The content to insert
+            position: "before" to insert above the heading, "after" to insert below it
+
+        Returns:
+            The updated content with new_content inserted relative to the heading
+
+        Raises:
+            ValueError: If the section header is not found or appears more than once
+        """
+        # Normalize the section header (ensure it starts with #)
+        if not section_header.startswith("#"):
+            section_header = "## " + section_header
+
+        lines = current_content.split("\n")
+        matching_indices = [
+            i for i, line in enumerate(lines) if line.strip() == section_header.strip()
+        ]
+
+        if len(matching_indices) == 0:
+            raise ValueError(
+                f"Section '{section_header}' not found in document. "
+                f"Use replace_section to create a new section."
+            )
+        if len(matching_indices) > 1:
+            raise ValueError(
+                f"Multiple sections found with header '{section_header}'. "
+                f"Section insertion requires unique headers."
+            )
+
+        idx = matching_indices[0]
+
+        if position == "before":
+            # Insert new content before the section heading
+            before = lines[:idx]
+            after = lines[idx:]
+            # Ensure blank line separation
+            insert_lines = new_content.rstrip("\n").split("\n")
+            if before and before[-1].strip() != "":
+                insert_lines = [""] + insert_lines
+            return "\n".join(before + insert_lines + [""] + after)
+        else:
+            # Insert new content after the section heading line
+            before = lines[: idx + 1]
+            after = lines[idx + 1 :]
+            insert_lines = new_content.rstrip("\n").split("\n")
+            # Ensure blank line separation so inserted text doesn't merge
+            # with existing section content into a single paragraph
+            if after and after[0].strip() != "":
+                insert_lines = insert_lines + [""]
+            return "\n".join(before + insert_lines + after)
+
     def _prepend_after_frontmatter(self, current_content: str, content: str) -> str:
         """Prepend content after frontmatter, preserving frontmatter structure."""
 

src/basic_memory/services/project_service.py

@@ -11,6 +11,7 @@ from typing import TYPE_CHECKING, Dict, Optional, Sequence
 
 from loguru import logger
 from sqlalchemy import text
+from sqlalchemy.exc import OperationalError as SAOperationalError
 
 from basic_memory.models import Project
 from basic_memory.repository.project_repository import ProjectRepository
@@ -1004,56 +1005,81 @@ class ProjectService:
         )
         total_indexed_entities = si_result.scalar() or 0
 
-        chunks_result = await self.repository.execute_query(
-            text("SELECT COUNT(*) FROM search_vector_chunks WHERE project_id = :project_id"),
-            {"project_id": project_id},
-        )
-        total_chunks = chunks_result.scalar() or 0
-
-        entities_with_chunks_result = await self.repository.execute_query(
-            text(
-                "SELECT COUNT(DISTINCT entity_id) FROM search_vector_chunks "
-                "WHERE project_id = :project_id"
-            ),
-            {"project_id": project_id},
-        )
-        total_entities_with_chunks = entities_with_chunks_result.scalar() or 0
-
-        # Embeddings count — join pattern differs between SQLite and Postgres
-        if is_postgres:
-            embeddings_sql = text(
-                "SELECT COUNT(*) FROM search_vector_chunks c "
-                "JOIN search_vector_embeddings e ON e.chunk_id = c.id "
-                "WHERE c.project_id = :project_id"
-            )
-        else:
-            embeddings_sql = text(
-                "SELECT COUNT(*) FROM search_vector_chunks c "
-                "JOIN search_vector_embeddings e ON e.rowid = c.id "
-                "WHERE c.project_id = :project_id"
+        try:
+            chunks_result = await self.repository.execute_query(
+                text("SELECT COUNT(*) FROM search_vector_chunks WHERE project_id = :project_id"),
+                {"project_id": project_id},
             )
+            total_chunks = chunks_result.scalar() or 0
 
-        embeddings_result = await self.repository.execute_query(
-            embeddings_sql, {"project_id": project_id}
-        )
-        total_embeddings = embeddings_result.scalar() or 0
-
-        # Orphaned chunks (chunks without embeddings — indicates interrupted indexing)
-        if is_postgres:
-            orphan_sql = text(
-                "SELECT COUNT(*) FROM search_vector_chunks c "
-                "LEFT JOIN search_vector_embeddings e ON e.chunk_id = c.id "
-                "WHERE c.project_id = :project_id AND e.chunk_id IS NULL"
-            )
-        else:
-            orphan_sql = text(
-                "SELECT COUNT(*) FROM search_vector_chunks c "
-                "LEFT JOIN search_vector_embeddings e ON e.rowid = c.id "
-                "WHERE c.project_id = :project_id AND e.rowid IS NULL"
+            entities_with_chunks_result = await self.repository.execute_query(
+                text(
+                    "SELECT COUNT(DISTINCT entity_id) FROM search_vector_chunks "
+                    "WHERE project_id = :project_id"
+                ),
+                {"project_id": project_id},
             )
+            total_entities_with_chunks = entities_with_chunks_result.scalar() or 0
 
-        orphan_result = await self.repository.execute_query(orphan_sql, {"project_id": project_id})
-        orphaned_chunks = orphan_result.scalar() or 0
+            # Embeddings count — join pattern differs between SQLite and Postgres
+            if is_postgres:
+                embeddings_sql = text(
+                    "SELECT COUNT(*) FROM search_vector_chunks c "
+                    "JOIN search_vector_embeddings e ON e.chunk_id = c.id "
+                    "WHERE c.project_id = :project_id"
+                )
+            else:
+                embeddings_sql = text(
+                    "SELECT COUNT(*) FROM search_vector_chunks c "
+                    "JOIN search_vector_embeddings e ON e.rowid = c.id "
+                    "WHERE c.project_id = :project_id"
+                )
+
+            embeddings_result = await self.repository.execute_query(
+                embeddings_sql, {"project_id": project_id}
+            )
+            total_embeddings = embeddings_result.scalar() or 0
+
+            # Orphaned chunks (chunks without embeddings — indicates interrupted indexing)
+            if is_postgres:
+                orphan_sql = text(
+                    "SELECT COUNT(*) FROM search_vector_chunks c "
+                    "LEFT JOIN search_vector_embeddings e ON e.chunk_id = c.id "
+                    "WHERE c.project_id = :project_id AND e.chunk_id IS NULL"
+                )
+            else:
+                orphan_sql = text(
+                    "SELECT COUNT(*) FROM search_vector_chunks c "
+                    "LEFT JOIN search_vector_embeddings e ON e.rowid = c.id "
+                    "WHERE c.project_id = :project_id AND e.rowid IS NULL"
+                )
+
+            orphan_result = await self.repository.execute_query(
+                orphan_sql, {"project_id": project_id}
+            )
+            orphaned_chunks = orphan_result.scalar() or 0
+        except SAOperationalError as exc:
+            # Trigger: sqlite_master can list vec0 virtual tables even when sqlite-vec
+            # is not loaded in the current Python runtime.
+            # Why: project info should degrade gracefully instead of crashing on stats queries.
+            # Outcome: report vector tables as unavailable and point the user to install the
+            # missing dependency before rebuilding embeddings.
+            if is_postgres or "no such module: vec0" not in str(exc).lower():
+                raise
+
+            return EmbeddingStatus(
+                semantic_search_enabled=True,
+                embedding_provider=provider,
+                embedding_model=model,
+                embedding_dimensions=dimensions,
+                total_indexed_entities=total_indexed_entities,
+                vector_tables_exist=False,
+                reindex_recommended=True,
+                reindex_reason=(
+                    "SQLite vector tables exist but sqlite-vec is unavailable in this Python "
+                    "environment — install/update basic-memory, then run: bm reindex --embeddings"
+                ),
+            )
 
         # --- Reindex recommendation logic (priority order) ---
         reindex_recommended = False

src/basic_memory/sync/sync_service.py

@@ -293,12 +293,16 @@ class SyncService:
         for path in report.deleted:
             await self.handle_delete(path)
 
-        # then new and modified
+        # then new and modified — collect entity IDs for batch vector embedding
+        synced_entity_ids: list[int] = []
+
         for path in report.new:
             entity, _ = await self.sync_file(path, new=True)
 
+            if entity is not None:
+                synced_entity_ids.append(entity.id)
             # Track if file was skipped
-            if entity is None and await self._should_skip_file(path):
+            elif await self._should_skip_file(path):
                 failure_info = self._file_failures[path]
                 report.skipped_files.append(
                     SkippedFile(
@@ -312,8 +316,10 @@ class SyncService:
         for path in report.modified:
             entity, _ = await self.sync_file(path, new=False)
 
+            if entity is not None:
+                synced_entity_ids.append(entity.id)
             # Track if file was skipped
-            if entity is None and await self._should_skip_file(path):
+            elif await self._should_skip_file(path):
                 failure_info = self._file_failures[path]
                 report.skipped_files.append(
                     SkippedFile(
@@ -331,6 +337,26 @@ class SyncService:
         else:
             logger.info("Skipping relation resolution - no file changes detected")
 
+        # Batch-generate vector embeddings for all synced entities
+        if synced_entity_ids and self.app_config.semantic_search_enabled:
+            try:
+                logger.info(
+                    f"Generating semantic embeddings for {len(synced_entity_ids)} entities..."
+                )
+                batch_result = await self.search_service.sync_entity_vectors_batch(
+                    synced_entity_ids
+                )
+                logger.info(
+                    f"Semantic embeddings complete: "
+                    f"synced={batch_result.entities_synced}, "
+                    f"failed={batch_result.entities_failed}"
+                )
+            except SemanticDependenciesMissingError:
+                logger.warning(
+                    "Semantic search dependencies missing — vector embeddings skipped. "
+                    "Run 'bm reindex --embeddings' after resolving the dependency issue."
+                )
+
         # Update scan watermark after successful sync
         # Use the timestamp from sync start (not end) to ensure we catch files
         # created during the sync on the next iteration

src/basic_memory/utils.py

@@ -1,5 +1,6 @@
 """Utility functions for basic-memory."""
 
+import json
 import os
 
 import logging
@@ -7,7 +8,7 @@ import re
 import sys
 from datetime import datetime, timezone
 from pathlib import Path
-from typing import Protocol, Union, runtime_checkable, List, Optional
+from typing import Any, Protocol, Union, runtime_checkable, List, Optional
 
 from loguru import logger
 from unidecode import unidecode
@@ -66,6 +67,7 @@ class PathLike(Protocol):
 # In type annotations, use Union[Path, str] instead of FilePath for now
 # This preserves compatibility with existing code while we migrate
 FilePath = Union[Path, str]
+WINDOWS_LOG_FILE_RETENTION = 5
 
 
 def generate_permalink(file_path: Union[Path, str, PathLike], split_extension: bool = True) -> str:
@@ -250,7 +252,7 @@ def setup_logging(
     log_to_file: bool = False,
     log_to_stdout: bool = False,
     structured_context: bool = False,
-) -> None:  # pragma: no cover
+) -> None:
     """Configure logging with explicit settings.
 
     This function provides a simple, explicit interface for configuring logging.
@@ -273,8 +275,14 @@ def setup_logging(
 
     # Add file handler with rotation
     if log_to_file:
-        log_path = Path.home() / ".basic-memory" / "basic-memory.log"
+        # Trigger: Windows does not allow renaming an open file held by another process.
+        # Why: multiple basic-memory processes can share the same log directory at once.
+        # Outcome: use per-process log files on Windows so log rotation stays local.
+        log_filename = f"basic-memory-{os.getpid()}.log" if os.name == "nt" else "basic-memory.log"
+        log_path = Path.home() / ".basic-memory" / log_filename
         log_path.parent.mkdir(parents=True, exist_ok=True)
+        if os.name == "nt":
+            _cleanup_windows_log_files(log_path.parent, log_path.name)
         # Keep logging synchronous (enqueue=False) to avoid background logging threads.
         # Background threads are a common source of "hang on exit" issues in CLI/test runs.
         logger.add(
@@ -308,6 +316,28 @@ def setup_logging(
     logging.getLogger("watchfiles.main").setLevel(logging.WARNING)
 
 
+def _cleanup_windows_log_files(log_dir: Path, current_log_name: str) -> None:
+    """Trim stale per-process Windows log files so the directory stays bounded."""
+    stale_logs = [
+        path
+        for path in log_dir.glob("basic-memory-*.log*")
+        if path.is_file() and path.name != current_log_name
+    ]
+
+    if len(stale_logs) <= WINDOWS_LOG_FILE_RETENTION - 1:
+        return
+
+    # Trigger: per-process log filenames avoid Windows rename contention but fragment retention.
+    # Why: loguru retention applies per sink, not across the whole basic-memory log directory.
+    # Outcome: keep only the newest stale PID logs so repeated CLI/server launches stay bounded.
+    stale_logs.sort(key=lambda path: path.stat().st_mtime, reverse=True)
+    for stale_log in stale_logs[WINDOWS_LOG_FILE_RETENTION - 1 :]:
+        try:
+            stale_log.unlink()
+        except OSError:
+            logger.debug("Failed to delete stale Windows log file: {path}", path=stale_log)
+
+
 def parse_tags(tags: Union[List[str], str, None]) -> List[str]:
     """Parse tags from various input formats into a consistent list.
 
@@ -356,6 +386,36 @@ def parse_tags(tags: Union[List[str], str, None]) -> List[str]:
         return []
 
 
+def coerce_list(v: Any) -> Any:
+    """Coerce string input to list for MCP clients that serialize lists as strings."""
+    if v is None:
+        return v
+    if isinstance(v, str):
+        try:
+            parsed = json.loads(v)
+            if isinstance(parsed, list):
+                return parsed
+        except (json.JSONDecodeError, TypeError):
+            pass
+        # Single string value — wrap in a list
+        return [v]
+    return v
+
+
+def coerce_dict(v: Any) -> Any:
+    """Coerce string input to dict for MCP clients that serialize dicts as strings."""
+    if v is None:
+        return v
+    if isinstance(v, str):
+        try:
+            parsed = json.loads(v)
+            if isinstance(parsed, dict):
+                return parsed
+        except (json.JSONDecodeError, TypeError):
+            pass
+    return v
+
+
 def normalize_newlines(multiline: str) -> str:
     """Replace any \r\n, \r, or \n with the native newline.
 

test-int/cli/test_cli_tool_edit_note_integration.py

@@ -208,7 +208,7 @@ def test_edit_note_replace_section_fails_without_section(
     )
 
     assert result.exit_code != 0
-    assert "section parameter is required for replace_section operation" in result.output
+    assert "section parameter is required for section-based operations" in result.output
 
 
 def test_edit_note_append_creates_nonexistent_note_cli(

test-int/conftest.py

@@ -258,6 +258,8 @@ def config_manager(app_config: BasicMemoryConfig, config_home) -> ConfigManager:
     from basic_memory import config as config_module
 
     config_module._CONFIG_CACHE = None
+    config_module._CONFIG_MTIME = None
+    config_module._CONFIG_SIZE = None
 
     config_manager = ConfigManager()
     # Update its paths to use the test directory

test-int/mcp/test_delete_note_integration.py

@@ -307,8 +307,13 @@ async def test_delete_note_by_file_path(mcp_server, app, test_project):
 
 
 @pytest.mark.asyncio
-async def test_delete_note_case_insensitive(mcp_server, app, test_project):
-    """Test that note deletion is case insensitive for titles."""
+async def test_delete_note_rejects_case_mismatch(mcp_server, app, test_project):
+    """Test that delete_note with wrong case does not fuzzy-match to an existing note.
+
+    Strict resolution (#649) prevents destructive operations from silently
+    resolving to a different note via fuzzy search. Case-mismatched titles
+    should be rejected, not resolved to the nearest match.
+    """
 
     async with Client(mcp_server) as client:
         # Create a note with mixed case
@@ -323,7 +328,7 @@ async def test_delete_note_case_insensitive(mcp_server, app, test_project):
             },
         )
 
-        # Try to delete with different case
+        # Try to delete with different case — should NOT find the note
         delete_result = await client.call_tool(
             "delete_note",
             {
@@ -332,8 +337,28 @@ async def test_delete_note_case_insensitive(mcp_server, app, test_project):
             },
         )
 
-        # Should return True for successful deletion
-        assert "true" in delete_result.content[0].text.lower()
+        # Should return False (not found) — strict mode rejects fuzzy matches
+        assert "false" in delete_result.content[0].text.lower()
+
+        # Verify the note still exists using the exact title
+        read_result = await client.call_tool(
+            "read_note",
+            {
+                "project": test_project.name,
+                "identifier": "CamelCase Note Title",
+            },
+        )
+        assert "Testing case sensitivity" in read_result.content[0].text
+
+        # Delete with exact title should succeed
+        delete_result2 = await client.call_tool(
+            "delete_note",
+            {
+                "project": test_project.name,
+                "identifier": "CamelCase Note Title",
+            },
+        )
+        assert "true" in delete_result2.content[0].text.lower()
 
 
 @pytest.mark.asyncio

test-int/mcp/test_edit_note_integration.py

@@ -710,3 +710,81 @@ async def test_edit_note_using_different_identifiers(mcp_server, app, test_proje
         assert "Edited by title." in content
         assert "Edited by permalink." in content
         assert "Edited by folder/title." in content
+
+
+@pytest.mark.asyncio
+async def test_edit_note_append_autocreate_does_not_fuzzy_match(mcp_server, app, test_project):
+    """Reproduces #649: edit_note append must auto-create, not fuzzy-match to an existing note.
+
+    Creates two notes, then attempts to append to a nonexistent identifier.
+    The tool should create a new note, and neither existing note should be modified.
+    """
+
+    async with Client(mcp_server) as client:
+        # Create two notes that could be fuzzy-matched
+        await client.call_tool(
+            "write_note",
+            {
+                "project": test_project.name,
+                "title": "Routing Test A",
+                "directory": "test",
+                "content": "# Routing Test A\n\nContent A.",
+            },
+        )
+        await client.call_tool(
+            "write_note",
+            {
+                "project": test_project.name,
+                "title": "Routing Test B",
+                "directory": "test",
+                "content": "# Routing Test B\n\nContent B.",
+            },
+        )
+
+        # Attempt to edit a nonexistent note — should error, not silently edit A or B
+        edit_result = await client.call_tool(
+            "edit_note",
+            {
+                "project": test_project.name,
+                "identifier": "Routing Test NONEXISTENT",
+                "operation": "append",
+                "content": "\n\nThis should NOT appear in any note.",
+            },
+        )
+
+        edit_text = edit_result.content[0].text
+        # append to nonexistent creates a new note — verify it did NOT edit A or B
+        assert "Created note (append)" in edit_text
+        assert "fileCreated: true" in edit_text
+
+        # Verify neither A nor B was modified
+        read_a = await client.call_tool(
+            "read_note",
+            {"project": test_project.name, "identifier": "Routing Test A"},
+        )
+        content_a = read_a.content[0].text
+        assert "Content A" in content_a
+        assert "This should NOT appear" not in content_a
+
+        read_b = await client.call_tool(
+            "read_note",
+            {"project": test_project.name, "identifier": "Routing Test B"},
+        )
+        content_b = read_b.content[0].text
+        assert "Content B" in content_b
+        assert "This should NOT appear" not in content_b
+
+        # Now test find_replace on nonexistent — should error
+        edit_result2 = await client.call_tool(
+            "edit_note",
+            {
+                "project": test_project.name,
+                "identifier": "Routing Test NONEXISTENT AGAIN",
+                "operation": "find_replace",
+                "content": "replaced",
+                "find_text": "Content",
+            },
+        )
+
+        error_text = edit_result2.content[0].text
+        assert "Edit Failed" in error_text

test-int/mcp/test_move_note_integration.py

@@ -716,3 +716,56 @@ async def test_move_note_destination_folder_mutually_exclusive(mcp_server, app,
         error_text = move_result.content[0].text
         assert "# Move Failed - Invalid Parameters" in error_text
         assert "Cannot specify both" in error_text
+
+
+@pytest.mark.asyncio
+async def test_move_note_strict_resolution_rejects_fuzzy_match(mcp_server, app, test_project):
+    """move_note must not fuzzy-match a nonexistent identifier to an existing note (#649)."""
+
+    async with Client(mcp_server) as client:
+        # Create two notes that could be fuzzy-matched
+        await client.call_tool(
+            "write_note",
+            {
+                "project": test_project.name,
+                "title": "Move Strict Test A",
+                "directory": "test",
+                "content": "# Move Strict Test A\n\nContent A.",
+            },
+        )
+        await client.call_tool(
+            "write_note",
+            {
+                "project": test_project.name,
+                "title": "Move Strict Test B",
+                "directory": "test",
+                "content": "# Move Strict Test B\n\nContent B.",
+            },
+        )
+
+        # Attempt to move a nonexistent note — should error, not move A or B
+        move_result = await client.call_tool(
+            "move_note",
+            {
+                "project": test_project.name,
+                "identifier": "Move Strict Test NONEXISTENT",
+                "destination_path": "archive/Moved.md",
+            },
+        )
+
+        assert len(move_result.content) == 1
+        error_text = move_result.content[0].text
+        assert "# Move Failed" in error_text
+
+        # Verify neither A nor B was moved
+        read_a = await client.call_tool(
+            "read_note",
+            {"project": test_project.name, "identifier": "Move Strict Test A"},
+        )
+        assert "Content A" in read_a.content[0].text
+
+        read_b = await client.call_tool(
+            "read_note",
+            {"project": test_project.name, "identifier": "Move Strict Test B"},
+        )
+        assert "Content B" in read_b.content[0].text

test-int/mcp/test_string_params_integration.py

@@ -0,0 +1,167 @@
+"""Integration tests for MCP tools accepting string-serialized list/dict params.
+
+Goes through the full FastMCP Client → validate_call → tool function path,
+which is where Pydantic rejects strings for list/dict params.
+"""
+
+import pytest
+from fastmcp import Client
+
+
+@pytest.mark.asyncio
+async def test_search_notes_entity_types_as_string(mcp_server, app, test_project):
+    """search_notes should accept entity_types as a JSON string via MCP protocol."""
+    async with Client(mcp_server) as client:
+        await client.call_tool(
+            "write_note",
+            {
+                "project": test_project.name,
+                "title": "Entity Type Coerce Test",
+                "directory": "test",
+                "content": "# Test\nContent for entity type coercion",
+            },
+        )
+
+        # MCP client sends entity_types as a string
+        result = await client.call_tool(
+            "search_notes",
+            {
+                "project": test_project.name,
+                "query": "coercion",
+                "entity_types": '["entity"]',
+            },
+        )
+        text = result.content[0].text
+        assert "Search Failed" not in text
+
+
+@pytest.mark.asyncio
+async def test_search_notes_note_types_as_string(mcp_server, app, test_project):
+    """search_notes should accept note_types as a JSON string via MCP protocol."""
+    async with Client(mcp_server) as client:
+        await client.call_tool(
+            "write_note",
+            {
+                "project": test_project.name,
+                "title": "Note Type Coerce Test",
+                "directory": "test",
+                "content": "# Test\nContent for note type coercion",
+            },
+        )
+
+        result = await client.call_tool(
+            "search_notes",
+            {
+                "project": test_project.name,
+                "query": "coercion",
+                "note_types": '["note"]',
+            },
+        )
+        text = result.content[0].text
+        assert "Search Failed" not in text
+
+
+@pytest.mark.asyncio
+async def test_search_notes_tags_as_string(mcp_server, app, test_project):
+    """search_notes should accept tags as a JSON string via MCP protocol."""
+    async with Client(mcp_server) as client:
+        await client.call_tool(
+            "write_note",
+            {
+                "project": test_project.name,
+                "title": "Tags Coerce Test",
+                "directory": "test",
+                "content": "# Test\nTagged content for coercion",
+                "tags": "alpha",
+            },
+        )
+
+        result = await client.call_tool(
+            "search_notes",
+            {
+                "project": test_project.name,
+                "query": "tagged",
+                "tags": '["alpha"]',
+            },
+        )
+        text = result.content[0].text
+        assert "Search Failed" not in text
+
+
+@pytest.mark.asyncio
+async def test_search_notes_metadata_filters_as_string(mcp_server, app, test_project):
+    """search_notes should accept metadata_filters as a JSON string via MCP protocol."""
+    async with Client(mcp_server) as client:
+        await client.call_tool(
+            "write_note",
+            {
+                "project": test_project.name,
+                "title": "Metadata Coerce Test",
+                "directory": "test",
+                "content": "# Test\nMetadata content for coercion",
+            },
+        )
+
+        result = await client.call_tool(
+            "search_notes",
+            {
+                "project": test_project.name,
+                "query": "metadata",
+                "metadata_filters": '{"type": "note"}',
+            },
+        )
+        text = result.content[0].text
+        assert "Search Failed" not in text
+
+
+@pytest.mark.asyncio
+async def test_write_note_metadata_as_string(mcp_server, app, test_project):
+    """write_note should accept metadata as a JSON string via MCP protocol."""
+    async with Client(mcp_server) as client:
+        result = await client.call_tool(
+            "write_note",
+            {
+                "project": test_project.name,
+                "title": "String Metadata Note",
+                "directory": "test",
+                "content": "# Test\nWith string metadata",
+                "metadata": '{"priority": "high"}',
+            },
+        )
+        text = result.content[0].text
+        assert "Created note" in text or "Updated note" in text
+
+
+@pytest.mark.asyncio
+async def test_canvas_nodes_edges_as_string(mcp_server, app, test_project):
+    """canvas should accept nodes and edges as JSON strings via MCP protocol."""
+    import json
+
+    nodes = [
+        {
+            "id": "n1",
+            "type": "text",
+            "text": "Hello",
+            "x": 0,
+            "y": 0,
+            "width": 200,
+            "height": 100,
+        }
+    ]
+    edges = [
+        {"id": "e1", "fromNode": "n1", "toNode": "n1", "label": "self"}
+    ]
+
+    async with Client(mcp_server) as client:
+        result = await client.call_tool(
+            "canvas",
+            {
+                "project": test_project.name,
+                "title": "Coerce Canvas Test",
+                "directory": "test",
+                "nodes": json.dumps(nodes),
+                "edges": json.dumps(edges),
+            },
+        )
+        text = result.content[0].text
+        assert "Created" in text or "Updated" in text

tests/cli/conftest.py

@@ -25,6 +25,8 @@ def isolated_home(tmp_path, monkeypatch) -> Path:
     from basic_memory import config as config_module
 
     config_module._CONFIG_CACHE = None
+    config_module._CONFIG_MTIME = None
+    config_module._CONFIG_SIZE = None
 
     monkeypatch.setenv("HOME", str(tmp_path))
     if os.name == "nt":

tests/cli/test_auto_update.py

@@ -0,0 +1,374 @@
+"""Tests for CLI auto-update behavior."""
+
+from __future__ import annotations
+
+import subprocess
+from datetime import datetime, timedelta, timezone
+from io import StringIO
+
+from rich.console import Console
+
+from basic_memory.cli.auto_update import (
+    AutoUpdateResult,
+    AutoUpdateStatus,
+    InstallSource,
+    _is_interactive_session,
+    detect_install_source,
+    maybe_run_periodic_auto_update,
+    run_auto_update,
+)
+from basic_memory.config import BasicMemoryConfig
+
+
+class StubConfigManager:
+    """Simple in-memory ConfigManager stub for updater tests."""
+
+    def __init__(self, config: BasicMemoryConfig):
+        self._config = config
+        self.save_calls = 0
+
+    def load_config(self) -> BasicMemoryConfig:
+        return self._config
+
+    def save_config(self, config: BasicMemoryConfig) -> None:
+        self._config = config
+        self.save_calls += 1
+
+
+def _capture_console() -> tuple[Console, StringIO]:
+    """Create a Console that writes to an in-memory buffer."""
+    buf = StringIO()
+    return Console(file=buf, force_terminal=True), buf
+
+
+def _base_config(tmp_path) -> BasicMemoryConfig:
+    return BasicMemoryConfig(projects={"main": {"path": str(tmp_path / "main")}})
+
+
+def _result(
+    status: AutoUpdateStatus,
+    *,
+    message: str | None,
+    error: str | None = None,
+) -> AutoUpdateResult:
+    return AutoUpdateResult(
+        status=status,
+        source=InstallSource.UV_TOOL,
+        checked=True,
+        update_available=status in {AutoUpdateStatus.UPDATE_AVAILABLE, AutoUpdateStatus.UPDATED},
+        updated=status == AutoUpdateStatus.UPDATED,
+        latest_version="9.9.9",
+        message=message,
+        error=error,
+        restart_recommended=status == AutoUpdateStatus.UPDATED,
+    )
+
+
+def test_detect_install_source_variants():
+    assert (
+        detect_install_source("/opt/homebrew/Cellar/basic-memory/0.18.0/bin/python")
+        == InstallSource.HOMEBREW
+    )
+    assert (
+        detect_install_source("/Users/me/.local/share/uv/tools/basic-memory/bin/python")
+        == InstallSource.UV_TOOL
+    )
+    assert (
+        detect_install_source("/Users/me/.cache/uv/archive-v0/abc123/bin/python")
+        == InstallSource.UVX
+    )
+    assert (
+        detect_install_source("/Users/me/Library/Caches/uv/archive-v0/abc123/bin/python")
+        == InstallSource.UVX
+    )
+    assert detect_install_source("/usr/local/bin/python3") == InstallSource.UNKNOWN
+
+
+def test_interval_gate_skips_check_when_recent(tmp_path):
+    config = _base_config(tmp_path)
+    config.auto_update_last_checked_at = datetime.now() - timedelta(seconds=30)
+    config.update_check_interval = 3600
+    manager = StubConfigManager(config)
+
+    result = run_auto_update(config_manager=manager)
+
+    assert result.status == AutoUpdateStatus.SKIPPED
+    assert result.checked is False
+    assert manager.save_calls == 0
+
+
+def test_auto_update_disabled_skips_periodic(tmp_path):
+    config = _base_config(tmp_path)
+    config.auto_update = False
+    manager = StubConfigManager(config)
+
+    result = run_auto_update(config_manager=manager)
+
+    assert result.status == AutoUpdateStatus.SKIPPED
+    assert result.checked is False
+
+
+def test_force_bypasses_auto_update_disabled(monkeypatch, tmp_path):
+    config = _base_config(tmp_path)
+    config.auto_update = False
+    manager = StubConfigManager(config)
+
+    monkeypatch.setattr(
+        "basic_memory.cli.auto_update._check_pypi_update_available",
+        lambda: (False, "0.0.0"),
+    )
+
+    result = run_auto_update(
+        force=True,
+        config_manager=manager,
+        executable="/Users/me/.local/share/uv/tools/basic-memory/bin/python",
+    )
+
+    assert result.status == AutoUpdateStatus.UP_TO_DATE
+    assert result.checked is True
+    assert manager.save_calls == 1
+
+
+def test_homebrew_outdated_triggers_upgrade(monkeypatch, tmp_path):
+    config = _base_config(tmp_path)
+    manager = StubConfigManager(config)
+
+    monkeypatch.setattr(
+        "basic_memory.cli.auto_update._check_homebrew_update_available",
+        lambda silent: (True, None),
+    )
+    calls: list[list[str]] = []
+
+    def _fake_run_subprocess(command, **kwargs):
+        calls.append(command)
+        return subprocess.CompletedProcess(command, 0, stdout="", stderr="")
+
+    monkeypatch.setattr("basic_memory.cli.auto_update._run_subprocess", _fake_run_subprocess)
+
+    result = run_auto_update(
+        config_manager=manager,
+        executable="/opt/homebrew/Cellar/basic-memory/0.18.0/bin/python",
+    )
+
+    assert result.status == AutoUpdateStatus.UPDATED
+    assert calls == [["brew", "upgrade", "basic-memory"]]
+
+
+def test_uv_tool_pypi_check_triggers_upgrade(monkeypatch, tmp_path):
+    config = _base_config(tmp_path)
+    manager = StubConfigManager(config)
+
+    monkeypatch.setattr(
+        "basic_memory.cli.auto_update._check_pypi_update_available",
+        lambda: (True, "9.9.9"),
+    )
+    calls: list[list[str]] = []
+
+    def _fake_run_subprocess(command, **kwargs):
+        calls.append(command)
+        return subprocess.CompletedProcess(command, 0, stdout="", stderr="")
+
+    monkeypatch.setattr("basic_memory.cli.auto_update._run_subprocess", _fake_run_subprocess)
+
+    result = run_auto_update(
+        config_manager=manager,
+        executable="/Users/me/.local/share/uv/tools/basic-memory/bin/python",
+    )
+
+    assert result.status == AutoUpdateStatus.UPDATED
+    assert result.latest_version == "9.9.9"
+    assert calls == [["uv", "tool", "upgrade", "basic-memory"]]
+
+
+def test_unknown_manager_returns_manual_update_guidance(monkeypatch, tmp_path):
+    config = _base_config(tmp_path)
+    manager = StubConfigManager(config)
+    monkeypatch.setattr(
+        "basic_memory.cli.auto_update._check_pypi_update_available",
+        lambda: (True, "9.9.9"),
+    )
+
+    result = run_auto_update(
+        force=True,
+        config_manager=manager,
+        executable="/usr/local/bin/python3",
+    )
+
+    assert result.status == AutoUpdateStatus.UPDATE_AVAILABLE
+    assert result.updated is False
+    assert "Automatic install is not supported" in (result.message or "")
+
+
+def test_uvx_runtime_is_skipped(monkeypatch, tmp_path):
+    config = _base_config(tmp_path)
+    manager = StubConfigManager(config)
+
+    result = run_auto_update(
+        config_manager=manager,
+        executable="/Users/me/.cache/uv/archive-v0/abc123/bin/python",
+    )
+
+    assert result.status == AutoUpdateStatus.SKIPPED
+    assert result.source == InstallSource.UVX
+    assert result.checked is False
+    assert manager.save_calls == 0
+
+
+def test_mcp_silent_mode_suppresses_subprocess_output(monkeypatch, tmp_path):
+    config = _base_config(tmp_path)
+    manager = StubConfigManager(config)
+    monkeypatch.setattr(
+        "basic_memory.cli.auto_update._check_pypi_update_available",
+        lambda: (True, "9.9.9"),
+    )
+
+    captured_kwargs: list[dict] = []
+
+    def _fake_run_subprocess(command, **kwargs):
+        captured_kwargs.append(kwargs)
+        return subprocess.CompletedProcess(command, 0, stdout="", stderr="")
+
+    monkeypatch.setattr("basic_memory.cli.auto_update._run_subprocess", _fake_run_subprocess)
+
+    result = run_auto_update(
+        config_manager=manager,
+        executable="/Users/me/.local/share/uv/tools/basic-memory/bin/python",
+        silent=True,
+    )
+
+    assert result.status == AutoUpdateStatus.UPDATED
+    assert captured_kwargs
+    assert captured_kwargs[0]["silent"] is True
+    assert captured_kwargs[0]["capture_output"] is False
+
+
+def test_subprocess_oserror_is_non_fatal(monkeypatch, tmp_path):
+    config = _base_config(tmp_path)
+    manager = StubConfigManager(config)
+    monkeypatch.setattr(
+        "basic_memory.cli.auto_update._check_pypi_update_available",
+        lambda: (True, "9.9.9"),
+    )
+
+    def _raise_oserror(command, **kwargs):
+        raise FileNotFoundError(command[0])
+
+    monkeypatch.setattr("basic_memory.cli.auto_update._run_subprocess", _raise_oserror)
+
+    result = run_auto_update(
+        config_manager=manager,
+        executable="/Users/me/.local/share/uv/tools/basic-memory/bin/python",
+    )
+
+    assert result.status == AutoUpdateStatus.FAILED
+    assert result.checked is True
+
+
+def test_mixed_timezone_timestamp_does_not_crash_interval_gate(monkeypatch, tmp_path):
+    config = _base_config(tmp_path)
+    config.auto_update_last_checked_at = datetime.now(timezone.utc)
+    manager = StubConfigManager(config)
+
+    monkeypatch.setattr(
+        "basic_memory.cli.auto_update._check_pypi_update_available",
+        lambda: (False, "0.0.0"),
+    )
+
+    result = run_auto_update(
+        config_manager=manager,
+        executable="/Users/me/.local/share/uv/tools/basic-memory/bin/python",
+    )
+
+    assert result.status == AutoUpdateStatus.UP_TO_DATE
+    assert result.checked is True
+
+
+def test_maybe_run_periodic_auto_update_non_interactive_has_no_console_output():
+    console, buf = _capture_console()
+    result = maybe_run_periodic_auto_update(
+        "status",
+        is_interactive=False,
+        console=console,
+    )
+    assert result is None
+    assert buf.getvalue() == ""
+
+
+def test_maybe_run_periodic_auto_update_prints_updated(monkeypatch):
+    console, buf = _capture_console()
+    monkeypatch.setattr(
+        "basic_memory.cli.auto_update.run_auto_update",
+        lambda **kwargs: _result(
+            AutoUpdateStatus.UPDATED,
+            message="Basic Memory was updated successfully.",
+        ),
+    )
+
+    result = maybe_run_periodic_auto_update("status", is_interactive=True, console=console)
+    assert result is not None
+    assert result.status == AutoUpdateStatus.UPDATED
+    assert "updated successfully" in buf.getvalue().lower()
+
+
+def test_maybe_run_periodic_auto_update_prints_available(monkeypatch):
+    console, buf = _capture_console()
+    monkeypatch.setattr(
+        "basic_memory.cli.auto_update.run_auto_update",
+        lambda **kwargs: _result(
+            AutoUpdateStatus.UPDATE_AVAILABLE,
+            message="Update available (latest: 9.9.9).",
+        ),
+    )
+
+    result = maybe_run_periodic_auto_update("status", is_interactive=True, console=console)
+    assert result is not None
+    assert result.status == AutoUpdateStatus.UPDATE_AVAILABLE
+    assert "update available" in buf.getvalue().lower()
+
+
+def test_maybe_run_periodic_auto_update_prints_failed_with_error(monkeypatch):
+    console, buf = _capture_console()
+    monkeypatch.setattr(
+        "basic_memory.cli.auto_update.run_auto_update",
+        lambda **kwargs: _result(
+            AutoUpdateStatus.FAILED,
+            message="Automatic update check failed.",
+            error="network timeout",
+        ),
+    )
+
+    result = maybe_run_periodic_auto_update("status", is_interactive=True, console=console)
+    assert result is not None
+    assert result.status == AutoUpdateStatus.FAILED
+    output = buf.getvalue().lower()
+    assert "automatic update check failed" in output
+    assert "network timeout" in output
+
+
+def test_maybe_run_periodic_auto_update_uses_interactive_probe_when_not_overridden(monkeypatch):
+    console, buf = _capture_console()
+    monkeypatch.setattr("basic_memory.cli.auto_update._is_interactive_session", lambda: True)
+    monkeypatch.setattr(
+        "basic_memory.cli.auto_update.run_auto_update",
+        lambda **kwargs: _result(
+            AutoUpdateStatus.UP_TO_DATE,
+            message="Basic Memory is up to date.",
+        ),
+    )
+
+    result = maybe_run_periodic_auto_update("status", console=console)
+    assert result is not None
+    assert result.status == AutoUpdateStatus.UP_TO_DATE
+    # UP_TO_DATE is intentionally silent for periodic checks.
+    assert buf.getvalue() == ""
+
+
+def test_is_interactive_session_handles_closed_stdio(monkeypatch):
+    class _BrokenStream:
+        def isatty(self) -> bool:
+            raise ValueError("I/O operation on closed file")
+
+    monkeypatch.setattr("basic_memory.cli.auto_update.sys.stdin", _BrokenStream())
+    monkeypatch.setattr("basic_memory.cli.auto_update.sys.stdout", _BrokenStream())
+
+    assert _is_interactive_session() is False

tests/cli/test_json_output.py

@@ -350,6 +350,8 @@ def write_config(tmp_path, monkeypatch):
         from basic_memory import config as config_module
 
         config_module._CONFIG_CACHE = None
+        config_module._CONFIG_MTIME = None
+        config_module._CONFIG_SIZE = None
 
         config_dir = tmp_path / ".basic-memory"
         config_dir.mkdir(parents=True, exist_ok=True)

tests/cli/test_project_add_with_local_path.py

@@ -27,6 +27,8 @@ def mock_config(tmp_path, monkeypatch):
     from basic_memory import config as config_module
 
     config_module._CONFIG_CACHE = None
+    config_module._CONFIG_MTIME = None
+    config_module._CONFIG_SIZE = None
 
     config_dir = tmp_path / ".basic-memory"
     config_dir.mkdir(parents=True, exist_ok=True)

tests/cli/test_project_list_and_ls.py

@@ -29,6 +29,8 @@ def write_config(tmp_path, monkeypatch):
         from basic_memory import config as config_module
 
         config_module._CONFIG_CACHE = None
+        config_module._CONFIG_MTIME = None
+        config_module._CONFIG_SIZE = None
 
         config_dir = tmp_path / ".basic-memory"
         config_dir.mkdir(parents=True, exist_ok=True)
@@ -122,15 +124,16 @@ def test_project_list_shows_local_cloud_presence_and_routes(
     assert "Local Path" in result.stdout
     assert "Cloud Path" in result.stdout
     assert "CLI Route" in result.stdout
-    assert "MCP (stdio)" in result.stdout
+    assert "MCP" in result.stdout
 
     lines = result.stdout.splitlines()
     alpha_line = next(line for line in lines if "│ alpha" in line)
     beta_line = next(line for line in lines if "│ beta" in line)
 
     assert "local" in alpha_line  # CLI route for alpha
+    assert "stdio" in alpha_line  # Local projects use stdio transport
     assert "cloud" in beta_line  # CLI route for beta
-    assert "n/a" in beta_line  # MCP stdio route is unavailable for cloud-only projects
+    assert "https" in beta_line  # Cloud projects use HTTPS transport
     assert "alpha-local" in result.stdout
     assert "/alpha" in result.stdout
     assert "/beta" in result.stdout

tests/cli/test_project_set_cloud_local.py

@@ -22,6 +22,8 @@ def mock_config(tmp_path, monkeypatch):
     from basic_memory import config as config_module
 
     config_module._CONFIG_CACHE = None
+    config_module._CONFIG_MTIME = None
+    config_module._CONFIG_SIZE = None
 
     config_dir = tmp_path / ".basic-memory"
     config_dir.mkdir(parents=True, exist_ok=True)
@@ -68,6 +70,8 @@ class TestSetCloud:
         from basic_memory import config as config_module
 
         config_module._CONFIG_CACHE = None
+        config_module._CONFIG_MTIME = None
+        config_module._CONFIG_SIZE = None
 
         config_dir = tmp_path / ".basic-memory"
         config_dir.mkdir(parents=True, exist_ok=True)
@@ -91,6 +95,8 @@ class TestSetCloud:
         from basic_memory import config as config_module
 
         config_module._CONFIG_CACHE = None
+        config_module._CONFIG_MTIME = None
+        config_module._CONFIG_SIZE = None
 
         config_dir = tmp_path / ".basic-memory"
         config_dir.mkdir(parents=True, exist_ok=True)
@@ -161,11 +167,15 @@ class TestSetLocal:
 
         # Manually set workspace_id on the project
         config_module._CONFIG_CACHE = None
+        config_module._CONFIG_MTIME = None
+        config_module._CONFIG_SIZE = None
         config_data = json.loads(mock_config.read_text())
         config_data["projects"]["research"]["mode"] = "cloud"
         config_data["projects"]["research"]["workspace_id"] = "11111111-1111-1111-1111-111111111111"
         mock_config.write_text(json.dumps(config_data, indent=2))
         config_module._CONFIG_CACHE = None
+        config_module._CONFIG_MTIME = None
+        config_module._CONFIG_SIZE = None
 
         # Set back to local
         result = runner.invoke(app, ["project", "set-local", "research"])
@@ -173,6 +183,8 @@ class TestSetLocal:
 
         # Verify workspace_id was cleared
         config_module._CONFIG_CACHE = None
+        config_module._CONFIG_MTIME = None
+        config_module._CONFIG_SIZE = None
         updated_data = json.loads(mock_config.read_text())
         assert updated_data["projects"]["research"]["workspace_id"] is None
         assert updated_data["projects"]["research"]["mode"] == "local"
@@ -187,6 +199,8 @@ class TestSetCloudWithWorkspace:
         from basic_memory.schemas.cloud import WorkspaceInfo
 
         config_module._CONFIG_CACHE = None
+        config_module._CONFIG_MTIME = None
+        config_module._CONFIG_SIZE = None
 
         async def fake_get_available_workspaces():
             return [
@@ -210,6 +224,8 @@ class TestSetCloudWithWorkspace:
 
         # Verify workspace_id was persisted
         config_module._CONFIG_CACHE = None
+        config_module._CONFIG_MTIME = None
+        config_module._CONFIG_SIZE = None
         updated_data = json.loads(mock_config.read_text())
         assert (
             updated_data["projects"]["research"]["workspace_id"]
@@ -222,6 +238,8 @@ class TestSetCloudWithWorkspace:
         from basic_memory.schemas.cloud import WorkspaceInfo
 
         config_module._CONFIG_CACHE = None
+        config_module._CONFIG_MTIME = None
+        config_module._CONFIG_SIZE = None
 
         async def fake_get_available_workspaces():
             return [
@@ -249,17 +267,23 @@ class TestSetCloudWithWorkspace:
         from basic_memory import config as config_module
 
         config_module._CONFIG_CACHE = None
+        config_module._CONFIG_MTIME = None
+        config_module._CONFIG_SIZE = None
 
         # Set default_workspace in config
         config_data = json.loads(mock_config.read_text())
         config_data["default_workspace"] = "global-default-tenant-id"
         mock_config.write_text(json.dumps(config_data, indent=2))
         config_module._CONFIG_CACHE = None
+        config_module._CONFIG_MTIME = None
+        config_module._CONFIG_SIZE = None
 
         result = runner.invoke(app, ["project", "set-cloud", "research"])
         assert result.exit_code == 0
 
         # Verify workspace_id was set from default
         config_module._CONFIG_CACHE = None
+        config_module._CONFIG_MTIME = None
+        config_module._CONFIG_SIZE = None
         updated_data = json.loads(mock_config.read_text())
         assert updated_data["projects"]["research"]["workspace_id"] == "global-default-tenant-id"

tests/cli/test_update_command.py

@@ -0,0 +1,90 @@
+"""Tests for `bm update` command."""
+
+from typer.testing import CliRunner
+
+from basic_memory.cli.app import app
+from basic_memory.cli.auto_update import AutoUpdateResult, AutoUpdateStatus, InstallSource
+
+
+def _result(
+    status: AutoUpdateStatus,
+    *,
+    message: str | None,
+    error: str | None = None,
+) -> AutoUpdateResult:
+    return AutoUpdateResult(
+        status=status,
+        source=InstallSource.UV_TOOL,
+        checked=True,
+        update_available=status in {AutoUpdateStatus.UPDATE_AVAILABLE, AutoUpdateStatus.UPDATED},
+        updated=status == AutoUpdateStatus.UPDATED,
+        latest_version="9.9.9",
+        message=message,
+        error=error,
+        restart_recommended=status == AutoUpdateStatus.UPDATED,
+    )
+
+
+def test_update_command_applies_upgrade(monkeypatch):
+    runner = CliRunner()
+
+    monkeypatch.setattr(
+        "basic_memory.cli.commands.update.run_auto_update",
+        lambda **kwargs: _result(
+            AutoUpdateStatus.UPDATED,
+            message="Basic Memory was updated successfully.",
+        ),
+    )
+
+    result = runner.invoke(app, ["update"])
+    assert result.exit_code == 0
+    assert "updated successfully" in result.stdout.lower()
+
+
+def test_update_command_check_only_shows_available(monkeypatch):
+    runner = CliRunner()
+
+    monkeypatch.setattr(
+        "basic_memory.cli.commands.update.run_auto_update",
+        lambda **kwargs: _result(
+            AutoUpdateStatus.UPDATE_AVAILABLE,
+            message="Update available (latest: 9.9.9). Run `uv tool upgrade basic-memory`.",
+        ),
+    )
+
+    result = runner.invoke(app, ["update", "--check"])
+    assert result.exit_code == 0
+    assert "update available" in result.stdout.lower()
+
+
+def test_update_command_reports_up_to_date(monkeypatch):
+    runner = CliRunner()
+
+    monkeypatch.setattr(
+        "basic_memory.cli.commands.update.run_auto_update",
+        lambda **kwargs: _result(
+            AutoUpdateStatus.UP_TO_DATE,
+            message="Basic Memory is up to date.",
+        ),
+    )
+
+    result = runner.invoke(app, ["update"])
+    assert result.exit_code == 0
+    assert "up to date" in result.stdout.lower()
+
+
+def test_update_command_failure_exits_nonzero(monkeypatch):
+    runner = CliRunner()
+
+    monkeypatch.setattr(
+        "basic_memory.cli.commands.update.run_auto_update",
+        lambda **kwargs: _result(
+            AutoUpdateStatus.FAILED,
+            message="Automatic update failed.",
+            error="network timeout",
+        ),
+    )
+
+    result = runner.invoke(app, ["update"])
+    assert result.exit_code == 1
+    assert "automatic update failed" in result.stdout.lower()

tests/cli/test_workspace_commands.py

@@ -76,6 +76,8 @@ class TestWorkspaceSetDefault:
         monkeypatch.setenv("HOME", str(temp_path))
         monkeypatch.setenv("BASIC_MEMORY_CONFIG_DIR", str(config_dir))
         basic_memory.config._CONFIG_CACHE = None
+        basic_memory.config._CONFIG_MTIME = None
+        basic_memory.config._CONFIG_SIZE = None
 
         config_manager = ConfigManager()
         test_config = BasicMemoryConfig(
@@ -106,6 +108,8 @@ class TestWorkspaceSetDefault:
 
         # Verify config was updated
         basic_memory.config._CONFIG_CACHE = None
+        basic_memory.config._CONFIG_MTIME = None
+        basic_memory.config._CONFIG_SIZE = None
         config = ConfigManager().config
         assert config.default_workspace == "11111111-1111-1111-1111-111111111111"
 

tests/conftest.py

@@ -138,6 +138,8 @@ def config_manager(app_config: BasicMemoryConfig, config_home: Path, monkeypatch
     from basic_memory import config as config_module
 
     config_module._CONFIG_CACHE = None
+    config_module._CONFIG_MTIME = None
+    config_module._CONFIG_SIZE = None
 
     # Create a new ConfigManager that uses the test home directory
     config_manager = ConfigManager()

tests/mcp/test_project_context.py

@@ -31,6 +31,7 @@ async def test_returns_none_when_no_default_and_no_project(config_manager, monke
     config_manager.save_config(cfg)
 
     monkeypatch.delenv("BASIC_MEMORY_MCP_PROJECT", raising=False)
+
     # Prevent API fallback from returning a project via stale dependency overrides
     async def _no_api_fallback():
         return None
@@ -117,6 +118,7 @@ async def test_returns_none_when_no_default(config_manager, monkeypatch):
     config_manager.save_config(cfg)
 
     monkeypatch.delenv("BASIC_MEMORY_MCP_PROJECT", raising=False)
+
     # Prevent API fallback from returning a project via stale dependency overrides
     async def _no_api_fallback():
         return None

tests/mcp/test_tool_delete_note.py

@@ -1,6 +1,10 @@
 """Tests for delete_note MCP tool."""
 
-from basic_memory.mcp.tools.delete_note import _format_delete_error_response
+import pytest
+
+from basic_memory.mcp.tools.delete_note import delete_note, _format_delete_error_response
+from basic_memory.mcp.tools.read_note import read_note
+from basic_memory.mcp.tools.write_note import write_note
 
 
 class TestDeleteNoteErrorFormatting:
@@ -94,5 +98,25 @@ class TestDeleteNoteErrorFormatting:
         assert "folder/note-title" in result  # Permalink format
 
 
-# Integration tests removed to focus on error formatting coverage
-# The error formatting tests above provide the necessary coverage for MCP tool error messaging
+@pytest.mark.asyncio
+async def test_delete_note_rejects_fuzzy_match(client, test_project):
+    """delete_note must reject nonexistent identifiers, not fuzzy-match to a similar note."""
+    await write_note(
+        project=test_project.name,
+        title="Delete Target Note",
+        directory="test",
+        content="# Delete Target Note\nShould not be deleted.",
+    )
+
+    # Attempt to delete a nonexistent note — should return False, not silently delete the existing note
+    result = await delete_note(
+        project=test_project.name,
+        identifier="Delete Target NONEXISTENT",
+    )
+
+    # Should indicate not found (False or error string)
+    assert result is False or (isinstance(result, str) and "not found" in result.lower())
+
+    # Verify the existing note was NOT deleted
+    content = await read_note("Delete Target Note", project=test_project.name)
+    assert "Should not be deleted" in content

tests/mcp/test_tool_edit_note.py

@@ -1,8 +1,10 @@
 """Tests for the edit_note MCP tool."""
 
+
 import pytest
 
 from basic_memory.mcp.tools.edit_note import edit_note
+from basic_memory.mcp.tools.read_note import read_note
 from basic_memory.mcp.tools.write_note import write_note
 
 
@@ -320,7 +322,7 @@ async def test_edit_note_replace_section_missing_section(client, test_project):
             content="new content",
         )
 
-    assert "section parameter is required for replace_section operation" in str(exc_info.value)
+    assert "section parameter is required for section-based operations" in str(exc_info.value)
 
 
 @pytest.mark.asyncio
@@ -611,3 +613,160 @@ async def test_edit_note_preserves_permalink_when_frontmatter_missing(client, te
     assert f"permalink: {test_project.name}/test/test-note" in second_result
     assert f"[Session: Using project '{test_project.name}']" in second_result
     # The edit should succeed without validation errors
+
+
+@pytest.mark.asyncio
+async def test_edit_note_find_replace_rejects_fuzzy_match(client, test_project):
+    """find_replace must reject nonexistent identifiers, not fuzzy-match to a similar note."""
+    # Create two notes that could be fuzzy-matched
+    await write_note(
+        project=test_project.name,
+        title="Routing Test A",
+        directory="test",
+        content="# Routing Test A\nContent A.",
+    )
+    await write_note(
+        project=test_project.name,
+        title="Routing Test B",
+        directory="test",
+        content="# Routing Test B\nContent B.",
+    )
+
+    # Attempt to edit a nonexistent note — should error, not silently edit A or B
+    result = await edit_note(
+        project=test_project.name,
+        identifier="Routing Test NONEXISTENT",
+        operation="find_replace",
+        content="replaced",
+        find_text="Content",
+    )
+
+    assert isinstance(result, str)
+    assert "# Edit Failed" in result
+
+    # Verify neither A nor B was modified
+    content_a = await read_note("Routing Test A", project=test_project.name)
+    assert "Content A" in content_a
+    content_b = await read_note("Routing Test B", project=test_project.name)
+    assert "Content B" in content_b
+
+
+@pytest.mark.asyncio
+async def test_edit_note_append_autocreate_not_fuzzy_match(client, test_project):
+    """append to a nonexistent note should auto-create it, not fuzzy-match an existing note."""
+    await write_note(
+        project=test_project.name,
+        title="Existing Note Alpha",
+        directory="test",
+        content="# Existing Note Alpha\nOriginal content.",
+    )
+
+    # Append to a nonexistent note — should create a new note, not edit "Existing Note Alpha"
+    result = await edit_note(
+        project=test_project.name,
+        identifier="Existing Note ZZZZZ",
+        operation="append",
+        content="# New Note\nBrand new content.",
+    )
+
+    assert isinstance(result, str)
+    assert "Created note (append)" in result
+    assert "fileCreated: true" in result
+
+    # Verify original note was NOT modified
+    content = await read_note("Existing Note Alpha", project=test_project.name)
+    assert "Original content" in content
+    assert "Brand new content" not in content
+
+
+@pytest.mark.asyncio
+async def test_edit_note_insert_before_section_operation(client, test_project):
+    """Test inserting content before a section heading."""
+    # Create initial note with sections
+    await write_note(
+        project=test_project.name,
+        title="Insert Before Doc",
+        directory="docs",
+        content="# Doc\n\n## Overview\nOverview content.\n\n## Details\nDetail content.",
+    )
+
+    result = await edit_note(
+        project=test_project.name,
+        identifier="docs/insert-before-doc",
+        operation="insert_before_section",
+        content="--- inserted divider ---",
+        section="## Details",
+    )
+
+    assert isinstance(result, str)
+    assert "Edited note (insert_before_section)" in result
+    assert f"project: {test_project.name}" in result
+    assert "Inserted content before section '## Details'" in result
+    assert f"[Session: Using project '{test_project.name}']" in result
+
+
+@pytest.mark.asyncio
+async def test_edit_note_insert_after_section_operation(client, test_project):
+    """Test inserting content after a section heading."""
+    # Create initial note with sections
+    await write_note(
+        project=test_project.name,
+        title="Insert After Doc",
+        directory="docs",
+        content="# Doc\n\n## Overview\nOverview content.\n\n## Details\nDetail content.",
+    )
+
+    result = await edit_note(
+        project=test_project.name,
+        identifier="docs/insert-after-doc",
+        operation="insert_after_section",
+        content="Inserted after overview heading",
+        section="## Overview",
+    )
+
+    assert isinstance(result, str)
+    assert "Edited note (insert_after_section)" in result
+    assert f"project: {test_project.name}" in result
+    assert "Inserted content after section '## Overview'" in result
+    assert f"[Session: Using project '{test_project.name}']" in result
+
+
+@pytest.mark.asyncio
+async def test_edit_note_insert_before_section_missing_section(client, test_project):
+    """Test insert_before_section without section parameter raises ValueError."""
+    await write_note(
+        project=test_project.name,
+        title="Test Note",
+        directory="test",
+        content="# Test\nContent here.",
+    )
+
+    with pytest.raises(ValueError, match="section parameter is required"):
+        await edit_note(
+            project=test_project.name,
+            identifier="test/test-note",
+            operation="insert_before_section",
+            content="new content",
+        )
+
+
+@pytest.mark.asyncio
+async def test_edit_note_insert_before_section_not_found(client, test_project):
+    """Test insert_before_section when section doesn't exist returns error."""
+    await write_note(
+        project=test_project.name,
+        title="Test Note",
+        directory="test",
+        content="# Test\n\n## Existing\nContent here.",
+    )
+
+    result = await edit_note(
+        project=test_project.name,
+        identifier="test/test-note",
+        operation="insert_before_section",
+        content="new content",
+        section="## Nonexistent",
+    )
+
+    assert isinstance(result, str)
+    assert "# Edit Failed" in result

tests/mcp/test_tool_move_note.py

@@ -590,6 +590,31 @@ async def test_move_note_preserves_frontmatter(app, client, test_project):
     assert "Content with custom metadata" in content
 
 
+@pytest.mark.asyncio
+async def test_move_note_rejects_fuzzy_match(client, test_project):
+    """move_note must reject nonexistent identifiers, not fuzzy-match to a similar note."""
+    await write_note(
+        project=test_project.name,
+        title="Move Target Note",
+        directory="source",
+        content="# Move Target Note\nShould not be moved.",
+    )
+
+    # Attempt to move a nonexistent note — should error, not silently move the existing note
+    result = await move_note(
+        project=test_project.name,
+        identifier="Move Target NONEXISTENT",
+        destination_path="target/Moved.md",
+    )
+
+    assert isinstance(result, str)
+    assert "# Move Failed" in result
+
+    # Verify the existing note was NOT moved
+    content = await read_note("Move Target Note", project=test_project.name)
+    assert "Should not be moved" in content
+
+
 class TestMoveNoteErrorFormatting:
     """Test move note error formatting for better user experience."""
 

tests/mcp/test_tool_search.py

@@ -1146,6 +1146,54 @@ async def test_search_notes_explicit_entity_types_overrides_default(monkeypatch)
     assert captured_payload["entity_types"] == ["observation"]
 
 
+# --- Tests for note_types case-insensitivity ------------------------------------
+
+
+@pytest.mark.asyncio
+async def test_search_notes_note_types_lowercased(monkeypatch):
+    """note_types values are lowercased so 'Chapter' matches stored 'chapter'."""
+    import importlib
+
+    search_mod = importlib.import_module("basic_memory.mcp.tools.search")
+    clients_mod = importlib.import_module("basic_memory.mcp.clients")
+
+    class StubProject:
+        name = "test-project"
+        external_id = "test-external-id"
+
+    @asynccontextmanager
+    async def fake_get_project_client(*args, **kwargs):
+        yield (object(), StubProject())
+
+    async def fake_resolve_project_and_path(
+        client, identifier, project=None, context=None, headers=None
+    ):
+        return StubProject(), identifier, False
+
+    captured_payload: dict = {}
+
+    class MockSearchClient:
+        def __init__(self, *args, **kwargs):
+            pass
+
+        async def search(self, payload, page, page_size):
+            captured_payload.update(payload)
+            return SearchResponse(results=[], current_page=page, page_size=page_size)
+
+    monkeypatch.setattr(search_mod, "get_project_client", fake_get_project_client)
+    monkeypatch.setattr(search_mod, "resolve_project_and_path", fake_resolve_project_and_path)
+    monkeypatch.setattr(clients_mod, "SearchClient", MockSearchClient)
+
+    await search_mod.search_notes(
+        project="test-project",
+        query="test",
+        note_types=["Chapter", "Person"],
+    )
+
+    # note_types should be lowercased
+    assert captured_payload["note_types"] == ["chapter", "person"]
+
+
 # --- Tests for tag: prefix parsing (issue #30) ---------------------------------
 
 

tests/mcp/test_tool_write_note.py

@@ -1257,6 +1257,11 @@ class TestWriteNoteOverwriteGuard:
         # Set config to allow overwrites by default
         app_config.write_note_overwrite_default = True
         config_module._CONFIG_CACHE = app_config
+        # Pin mtime+size to the on-disk file so the cache guard sees a match
+        # and keeps our injected config instead of re-reading from disk.
+        _st = config_manager.config_file.stat()
+        config_module._CONFIG_MTIME = _st.st_mtime
+        config_module._CONFIG_SIZE = _st.st_size
 
         try:
             await write_note(
@@ -1281,6 +1286,9 @@ class TestWriteNoteOverwriteGuard:
             # Restore config
             app_config.write_note_overwrite_default = False
             config_module._CONFIG_CACHE = app_config
+            _st = config_manager.config_file.stat()
+            config_module._CONFIG_MTIME = _st.st_mtime
+            config_module._CONFIG_SIZE = _st.st_size
 
     @pytest.mark.asyncio
     async def test_write_note_new_note_unaffected(self, app, test_project):

tests/repository/test_semantic_search_base.py

@@ -237,6 +237,29 @@ class TestBuildChunkRecords:
         records = self.repo._build_chunk_records(rows)
         assert any("99" in r["chunk_key"] for r in records)
 
+    def test_duplicate_rows_collapse_to_unique_chunk_keys(self):
+        rows = [
+            _make_row(
+                row_type=SearchItemType.ENTITY.value,
+                title="Spec",
+                permalink="spec",
+                content_snippet="shared content",
+                row_id=77,
+            ),
+            _make_row(
+                row_type=SearchItemType.ENTITY.value,
+                title="Spec",
+                permalink="spec",
+                content_snippet="shared content",
+                row_id=77,
+            ),
+        ]
+
+        records = self.repo._build_chunk_records(rows)
+
+        assert len(records) == 1
+        assert records[0]["chunk_key"] == "entity:77:0"
+
 
 # --- SQLite SemanticSearchDisabledError ---
 

tests/schemas/test_schemas.py

@@ -345,7 +345,7 @@ def test_edit_entity_request_find_replace_empty_find_text():
 def test_edit_entity_request_replace_section_empty_section():
     """Test that replace_section operation requires non-empty section parameter."""
     with pytest.raises(
-        ValueError, match="section parameter is required for replace_section operation"
+        ValueError, match="section parameter is required for section-based operations"
     ):
         EditEntityRequest.model_validate(
             {
@@ -356,6 +356,46 @@ def test_edit_entity_request_replace_section_empty_section():
         )
 
 
+def test_edit_entity_request_insert_before_section():
+    """Test insert_before_section is a valid operation."""
+    edit_request = EditEntityRequest.model_validate(
+        {
+            "operation": "insert_before_section",
+            "content": "content to insert",
+            "section": "## Target Section",
+        }
+    )
+    assert edit_request.operation == "insert_before_section"
+    assert edit_request.section == "## Target Section"
+
+
+def test_edit_entity_request_insert_after_section():
+    """Test insert_after_section is a valid operation."""
+    edit_request = EditEntityRequest.model_validate(
+        {
+            "operation": "insert_after_section",
+            "content": "content to insert",
+            "section": "## Target Section",
+        }
+    )
+    assert edit_request.operation == "insert_after_section"
+    assert edit_request.section == "## Target Section"
+
+
+def test_edit_entity_request_insert_before_section_empty_section():
+    """Test that insert_before_section requires non-empty section parameter."""
+    with pytest.raises(
+        ValueError, match="section parameter is required for section-based operations"
+    ):
+        EditEntityRequest.model_validate(
+            {
+                "operation": "insert_before_section",
+                "content": "content",
+                "section": "",
+            }
+        )
+
+
 # New tests for timeframe parsing functions
 class TestTimeframeParsing:
     """Test cases for parse_timeframe() and validate_timeframe() functions."""
@@ -391,7 +431,7 @@ class TestTimeframeParsing:
         result_1d = parse_timeframe("1d")
         expected_1d = now - timedelta(days=1)
         diff = abs((result_1d - expected_1d).total_seconds())
-        assert diff < 3600  # Within 1 hour tolerance (accounts for DST transitions)
+        assert diff <= 3610  # Within 1 hour tolerance + execution margin (DST transitions)
         assert result_1d.tzinfo is not None
 
         # Test yesterday - should be yesterday at same time
@@ -404,7 +444,7 @@ class TestTimeframeParsing:
         result_week = parse_timeframe("1 week ago")
         expected_week = now - timedelta(weeks=1)
         diff = abs((result_week - expected_week).total_seconds())
-        assert diff < 3600  # Within 1 hour tolerance
+        assert diff <= 3610  # Within 1 hour tolerance + execution margin (DST transitions)
         assert result_week.tzinfo is not None
 
     def test_parse_timeframe_invalid(self):

tests/services/test_entity_service.py

@@ -1402,6 +1402,267 @@ async def test_edit_entity_replace_section_strips_duplicate_header(
     assert "## Another Section" in file_content  # Other sections preserved
 
 
+# Insert before/after section tests
+@pytest.mark.asyncio
+async def test_edit_entity_insert_before_section(
+    entity_service: EntityService, file_service: FileService
+):
+    """Test inserting content before a section heading."""
+    content = dedent("""
+        # Main Title
+
+        ## Section 1
+        Section 1 content
+
+        ## Section 2
+        Section 2 content
+        """).strip()
+
+    entity = await entity_service.create_entity(
+        EntitySchema(
+            title="Insert Before Test",
+            directory="docs",
+            note_type="note",
+            content=content,
+        )
+    )
+
+    updated = await entity_service.edit_entity(
+        identifier=entity.permalink,
+        operation="insert_before_section",
+        content="Inserted before section 2",
+        section="## Section 2",
+    )
+
+    file_path = file_service.get_entity_path(updated)
+    file_content, _ = await file_service.read_file(file_path)
+    assert "Inserted before section 2" in file_content
+    assert "## Section 2" in file_content
+    assert "Section 2 content" in file_content
+    # Inserted content should appear before the section heading
+    assert file_content.index("Inserted before section 2") < file_content.index("## Section 2")
+
+
+@pytest.mark.asyncio
+async def test_edit_entity_insert_after_section(
+    entity_service: EntityService, file_service: FileService
+):
+    """Test inserting content after a section heading."""
+    content = dedent("""
+        # Main Title
+
+        ## Section 1
+        Section 1 content
+
+        ## Section 2
+        Section 2 content
+        """).strip()
+
+    entity = await entity_service.create_entity(
+        EntitySchema(
+            title="Insert After Test",
+            directory="docs",
+            note_type="note",
+            content=content,
+        )
+    )
+
+    updated = await entity_service.edit_entity(
+        identifier=entity.permalink,
+        operation="insert_after_section",
+        content="Inserted after section 1 heading",
+        section="## Section 1",
+    )
+
+    file_path = file_service.get_entity_path(updated)
+    file_content, _ = await file_service.read_file(file_path)
+    assert "Inserted after section 1 heading" in file_content
+    assert "## Section 1" in file_content
+    assert "Section 1 content" in file_content
+    # Inserted content should appear after the heading but content is also preserved
+    assert file_content.index("## Section 1") < file_content.index(
+        "Inserted after section 1 heading"
+    )
+
+
+@pytest.mark.asyncio
+async def test_edit_entity_insert_before_section_not_found(entity_service: EntityService):
+    """Test insert_before_section raises ValueError when section not found."""
+    entity = await entity_service.create_entity(
+        EntitySchema(
+            title="Test Note",
+            directory="test",
+            note_type="note",
+            content="# Main Title\n\nSome content",
+        )
+    )
+
+    with pytest.raises(ValueError, match="Section '## Missing' not found"):
+        await entity_service.edit_entity(
+            identifier=entity.permalink,
+            operation="insert_before_section",
+            content="new content",
+            section="## Missing",
+        )
+
+
+@pytest.mark.asyncio
+async def test_edit_entity_insert_after_section_not_found(entity_service: EntityService):
+    """Test insert_after_section raises ValueError when section not found."""
+    entity = await entity_service.create_entity(
+        EntitySchema(
+            title="Test Note",
+            directory="test",
+            note_type="note",
+            content="# Main Title\n\nSome content",
+        )
+    )
+
+    with pytest.raises(ValueError, match="Section '## Missing' not found"):
+        await entity_service.edit_entity(
+            identifier=entity.permalink,
+            operation="insert_after_section",
+            content="new content",
+            section="## Missing",
+        )
+
+
+@pytest.mark.asyncio
+async def test_edit_entity_insert_before_section_multiple_sections_error(
+    entity_service: EntityService,
+):
+    """Test insert_before_section raises ValueError with duplicate sections."""
+    entity = await entity_service.create_entity(
+        EntitySchema(
+            title="Test Note",
+            directory="test",
+            note_type="note",
+            content="# Title\n\n## Dup\nFirst\n\n## Dup\nSecond",
+        )
+    )
+
+    with pytest.raises(ValueError, match="Multiple sections found"):
+        await entity_service.edit_entity(
+            identifier=entity.permalink,
+            operation="insert_before_section",
+            content="new content",
+            section="## Dup",
+        )
+
+
+@pytest.mark.asyncio
+async def test_edit_entity_insert_before_section_missing_section_param(
+    entity_service: EntityService,
+):
+    """Test insert_before_section raises ValueError when section param is missing."""
+    entity = await entity_service.create_entity(
+        EntitySchema(
+            title="Test Note",
+            directory="test",
+            note_type="note",
+            content="# Title\n\nContent",
+        )
+    )
+
+    with pytest.raises(ValueError, match="section is required"):
+        await entity_service.edit_entity(
+            identifier=entity.permalink,
+            operation="insert_before_section",
+            content="new content",
+        )
+
+
+@pytest.mark.asyncio
+async def test_edit_entity_insert_before_section_empty_section(entity_service: EntityService):
+    """Test insert_before_section raises ValueError when section is empty/whitespace."""
+    entity = await entity_service.create_entity(
+        EntitySchema(
+            title="Test Note",
+            directory="test",
+            note_type="note",
+            content="# Title\n\nContent",
+        )
+    )
+
+    with pytest.raises(ValueError, match="section cannot be empty"):
+        await entity_service.edit_entity(
+            identifier=entity.permalink,
+            operation="insert_before_section",
+            content="new content",
+            section="   ",
+        )
+
+
+@pytest.mark.asyncio
+async def test_edit_entity_insert_after_section_at_end_of_document(
+    entity_service: EntityService, file_service: FileService
+):
+    """Test inserting after the last section in a document."""
+    content = dedent("""
+        # Main Title
+
+        ## Only Section
+        Some content here
+        """).strip()
+
+    entity = await entity_service.create_entity(
+        EntitySchema(
+            title="Insert End Test",
+            directory="docs",
+            note_type="note",
+            content=content,
+        )
+    )
+
+    updated = await entity_service.edit_entity(
+        identifier=entity.permalink,
+        operation="insert_after_section",
+        content="Inserted after the last section heading",
+        section="## Only Section",
+    )
+
+    file_path = file_service.get_entity_path(updated)
+    file_content, _ = await file_service.read_file(file_path)
+    assert "Inserted after the last section heading" in file_content
+    assert "## Only Section" in file_content
+    assert "Some content here" in file_content
+
+
+@pytest.mark.asyncio
+async def test_edit_entity_insert_after_section_preserves_paragraph_separation(
+    entity_service: EntityService, file_service: FileService
+):
+    """Test that insert_after_section adds blank line so inserted text doesn't merge
+    with existing section content into a single markdown paragraph."""
+    content = dedent("""
+        # Main Title
+
+        ## Section
+        Existing paragraph text
+        """).strip()
+
+    entity = await entity_service.create_entity(
+        EntitySchema(
+            title="Paragraph Sep Test",
+            directory="docs",
+            note_type="note",
+            content=content,
+        )
+    )
+
+    updated = await entity_service.edit_entity(
+        identifier=entity.permalink,
+        operation="insert_after_section",
+        content="Inserted line",
+        section="## Section",
+    )
+
+    file_path = file_service.get_entity_path(updated)
+    file_content, _ = await file_service.read_file(file_path)
+    # The inserted line and existing content should be separated by a blank line
+    assert "Inserted line\n\nExisting paragraph text" in file_content
+
+
 # Move entity tests
 @pytest.mark.asyncio
 async def test_move_entity_success(

tests/services/test_initialization.py

@@ -200,10 +200,10 @@ async def test_initialize_app_no_precedence_warning_when_not_conflicting(
 
 
 @pytest.mark.asyncio
-async def test_run_migrations_triggers_embedding_backfill_on_new_revision(
+async def test_run_migrations_triggers_embedding_backfill_when_entities_exist_but_no_embeddings(
     monkeypatch, app_config: BasicMemoryConfig
 ):
-    """When the trigger revision is newly applied, run automatic embedding backfill once."""
+    """run_migrations checks for missing embeddings (actual backfill runs in background from MCP)."""
 
     class StubSearchRepository:
         def __init__(self, *args, **kwargs):
@@ -224,29 +224,24 @@ async def test_run_migrations_triggers_embedding_backfill_on_new_revision(
         monkeypatch.setattr("basic_memory.db.SQLiteSearchRepository", StubSearchRepository)
         monkeypatch.setattr("basic_memory.db.PostgresSearchRepository", StubSearchRepository)
 
-        load_revisions_mock = AsyncMock(
-            side_effect=[
-                set(),
-                {db.SEMANTIC_EMBEDDING_BACKFILL_REVISION},
-            ]
+        needs_backfill_mock = AsyncMock(return_value=True)
+        monkeypatch.setattr(
+            "basic_memory.db._needs_semantic_embedding_backfill", needs_backfill_mock
         )
-        backfill_mock = AsyncMock()
-        monkeypatch.setattr("basic_memory.db._load_applied_alembic_revisions", load_revisions_mock)
-        monkeypatch.setattr("basic_memory.db._run_semantic_embedding_backfill", backfill_mock)
 
         await db.run_migrations(app_config)
 
-        assert load_revisions_mock.await_count == 2
-        backfill_mock.assert_awaited_once_with(app_config, session_marker)
+        # Verifies the check runs — backfill itself is launched by MCP lifespan
+        needs_backfill_mock.assert_awaited_once_with(app_config, session_marker)
     finally:
         db._session_maker = original_session_maker  # pyright: ignore [reportPrivateUsage]
 
 
 @pytest.mark.asyncio
-async def test_run_migrations_skips_embedding_backfill_when_revision_already_applied(
+async def test_run_migrations_skips_embedding_backfill_when_embeddings_already_exist(
     monkeypatch, app_config: BasicMemoryConfig
 ):
-    """If the trigger revision was already present before upgrade, skip backfill."""
+    """When embeddings already exist, no backfill is needed."""
 
     class StubSearchRepository:
         def __init__(self, *args, **kwargs):
@@ -267,20 +262,14 @@ async def test_run_migrations_skips_embedding_backfill_when_revision_already_app
         monkeypatch.setattr("basic_memory.db.SQLiteSearchRepository", StubSearchRepository)
         monkeypatch.setattr("basic_memory.db.PostgresSearchRepository", StubSearchRepository)
 
-        load_revisions_mock = AsyncMock(
-            side_effect=[
-                {db.SEMANTIC_EMBEDDING_BACKFILL_REVISION},
-                {db.SEMANTIC_EMBEDDING_BACKFILL_REVISION},
-            ]
+        needs_backfill_mock = AsyncMock(return_value=False)
+        monkeypatch.setattr(
+            "basic_memory.db._needs_semantic_embedding_backfill", needs_backfill_mock
         )
-        backfill_mock = AsyncMock()
-        monkeypatch.setattr("basic_memory.db._load_applied_alembic_revisions", load_revisions_mock)
-        monkeypatch.setattr("basic_memory.db._run_semantic_embedding_backfill", backfill_mock)
 
         await db.run_migrations(app_config)
 
-        assert load_revisions_mock.await_count == 2
-        assert backfill_mock.await_count == 0
+        needs_backfill_mock.assert_awaited_once_with(app_config, session_marker)
     finally:
         db._session_maker = original_session_maker  # pyright: ignore [reportPrivateUsage]
 
@@ -378,3 +367,58 @@ async def test_semantic_embedding_backfill_skips_when_semantic_disabled(
     app_config.semantic_search_enabled = False
     await db._run_semantic_embedding_backfill(app_config, session_maker)  # pyright: ignore [reportPrivateUsage]
     assert called is False
+
+
+@pytest.mark.asyncio
+async def test_needs_semantic_embedding_backfill_true_when_entities_exist_no_embeddings(
+    app_config: BasicMemoryConfig,
+    session_maker,
+    test_project,
+):
+    """Should return True when entities exist but vector chunks table is empty."""
+    from basic_memory.repository.entity_repository import EntityRepository
+
+    entity_repository = EntityRepository(session_maker, project_id=test_project.id)
+    await entity_repository.create(
+        {
+            "title": "Test Entity",
+            "note_type": "note",
+            "entity_metadata": {},
+            "content_type": "text/markdown",
+            "file_path": "test/backfill-check.md",
+            "permalink": "test/backfill-check",
+            "project_id": test_project.id,
+            "created_at": datetime.now(),
+            "updated_at": datetime.now(),
+        }
+    )
+
+    # Clear any embeddings left by other tests in the shared DB
+    async with db.scoped_session(session_maker) as session:
+        await session.execute(db.text("DELETE FROM search_vector_chunks"))
+
+    app_config.semantic_search_enabled = True
+    result = await db._needs_semantic_embedding_backfill(app_config, session_maker)  # pyright: ignore [reportPrivateUsage]
+    assert result is True
+
+
+@pytest.mark.asyncio
+async def test_needs_semantic_embedding_backfill_false_when_no_entities(
+    app_config: BasicMemoryConfig,
+    session_maker,
+):
+    """Should return False when no entities exist (nothing to backfill)."""
+    app_config.semantic_search_enabled = True
+    result = await db._needs_semantic_embedding_backfill(app_config, session_maker)  # pyright: ignore [reportPrivateUsage]
+    assert result is False
+
+
+@pytest.mark.asyncio
+async def test_needs_semantic_embedding_backfill_false_when_semantic_disabled(
+    app_config: BasicMemoryConfig,
+    session_maker,
+):
+    """Should return False when semantic search is disabled."""
+    app_config.semantic_search_enabled = False
+    result = await db._needs_semantic_embedding_backfill(app_config, session_maker)  # pyright: ignore [reportPrivateUsage]
+    assert result is False

tests/services/test_project_service.py

@@ -778,6 +778,8 @@ async def test_add_project_with_project_root_sanitizes_paths(
         from basic_memory import config as config_module
 
         config_module._CONFIG_CACHE = None
+        config_module._CONFIG_MTIME = None
+        config_module._CONFIG_SIZE = None
 
         test_cases = [
             # (project_name, user_path, expected_sanitized_name)
@@ -845,6 +847,8 @@ async def test_add_project_with_project_root_rejects_escape_attempts(
         from basic_memory import config as config_module
 
         config_module._CONFIG_CACHE = None
+        config_module._CONFIG_MTIME = None
+        config_module._CONFIG_SIZE = None
 
         # All of these should succeed by being sanitized to paths under project_root
         # The sanitization removes dangerous patterns, so they don't escape
@@ -931,6 +935,8 @@ async def test_add_project_with_project_root_normalizes_case(
         from basic_memory import config as config_module
 
         config_module._CONFIG_CACHE = None
+        config_module._CONFIG_MTIME = None
+        config_module._CONFIG_SIZE = None
 
         test_cases = [
             # (input_path, expected_normalized_path)
@@ -985,6 +991,8 @@ async def test_add_project_with_project_root_detects_case_collisions(
         from basic_memory import config as config_module
 
         config_module._CONFIG_CACHE = None
+        config_module._CONFIG_MTIME = None
+        config_module._CONFIG_SIZE = None
 
         # First, create a project with lowercase path
         first_project = "documents-project"
@@ -1159,6 +1167,8 @@ async def test_add_project_nested_validation_with_project_root(
         from basic_memory import config as config_module
 
         config_module._CONFIG_CACHE = None
+        config_module._CONFIG_MTIME = None
+        config_module._CONFIG_SIZE = None
 
         parent_project_name = f"cloud-parent-{os.urandom(4).hex()}"
         child_project_name = f"cloud-child-{os.urandom(4).hex()}"

tests/services/test_project_service_embedding_status.py

@@ -5,6 +5,7 @@ from unittest.mock import patch
 
 import pytest
 from sqlalchemy import text
+from sqlalchemy.exc import OperationalError as SAOperationalError
 
 from basic_memory.schemas.project_info import EmbeddingStatus
 from basic_memory.services.project_service import ProjectService
@@ -142,6 +143,46 @@ async def test_embedding_status_orphaned_chunks(
     assert "orphaned chunks" in (status.reindex_reason or "")
 
 
+@pytest.mark.asyncio
+async def test_embedding_status_handles_sqlite_vec_unavailable(
+    project_service: ProjectService, test_graph, test_project
+):
+    """Unreadable vec0 tables should degrade to unavailable status instead of crashing."""
+    # Trigger: Postgres test matrix executes the same unit suite.
+    # Why: sqlite-vec loading failures are specific to SQLite virtual tables, not Postgres joins.
+    # Outcome: keep the regression focused on the backend that can actually hit this path.
+    if _is_postgres():
+        pytest.skip("sqlite-vec unavailable handling is SQLite-specific.")
+
+    original_execute_query = project_service.repository.execute_query
+
+    async def _execute_query_with_vec0_failure(query, params):
+        query_text = str(query)
+        if "JOIN search_vector_embeddings" in query_text:
+            raise SAOperationalError(query_text, params, Exception("no such module: vec0"))
+        return await original_execute_query(query, params)
+
+    with patch.object(
+        type(project_service),
+        "config_manager",
+        new_callable=lambda: property(
+            lambda self: _config_manager_with(semantic_search_enabled=True)
+        ),
+    ):
+        with patch.object(
+            project_service.repository,
+            "execute_query",
+            side_effect=_execute_query_with_vec0_failure,
+        ):
+            status = await project_service.get_embedding_status(test_project.id)
+
+    assert status.semantic_search_enabled is True
+    assert status.total_indexed_entities > 0
+    assert status.vector_tables_exist is False
+    assert status.reindex_recommended is True
+    assert "sqlite-vec is unavailable" in (status.reindex_reason or "")
+
+
 @pytest.mark.asyncio
 async def test_embedding_status_healthy(project_service: ProjectService, test_graph, test_project):
     """When all entities have embeddings, no reindex recommended."""

tests/test_coerce.py

@@ -0,0 +1,58 @@
+"""Tests for coerce_list and coerce_dict utility functions.
+
+These must fail until the helpers are implemented in utils.py.
+"""
+
+
+from basic_memory.utils import coerce_list, coerce_dict
+
+
+class TestCoerceList:
+    """Tests for coerce_list."""
+
+    def test_none_passthrough(self):
+        assert coerce_list(None) is None
+
+    def test_native_list_passthrough(self):
+        assert coerce_list(["a", "b"]) == ["a", "b"]
+
+    def test_json_array_string(self):
+        assert coerce_list('["entity", "observation"]') == ["entity", "observation"]
+
+    def test_single_string_wrapped(self):
+        assert coerce_list("entity") == ["entity"]
+
+    def test_non_json_string_wrapped(self):
+        assert coerce_list("not-json") == ["not-json"]
+
+    def test_json_object_string_wrapped(self):
+        """A JSON object string is not a list, so wrap it."""
+        assert coerce_list('{"key": "val"}') == ['{"key": "val"}']
+
+    def test_int_passthrough(self):
+        """Non-string, non-None values pass through unchanged."""
+        assert coerce_list(42) == 42
+
+
+class TestCoerceDict:
+    """Tests for coerce_dict."""
+
+    def test_none_passthrough(self):
+        assert coerce_dict(None) is None
+
+    def test_native_dict_passthrough(self):
+        assert coerce_dict({"k": "v"}) == {"k": "v"}
+
+    def test_json_object_string(self):
+        assert coerce_dict('{"status": "draft"}') == {"status": "draft"}
+
+    def test_non_json_string_passthrough(self):
+        """Non-parseable strings pass through (Pydantic will reject them)."""
+        assert coerce_dict("not-json") == "not-json"
+
+    def test_json_array_string_passthrough(self):
+        """A JSON array string is not a dict, so pass through."""
+        assert coerce_dict('["a", "b"]') == '["a", "b"]'
+
+    def test_int_passthrough(self):
+        assert coerce_dict(42) == 42

tests/test_config.py

@@ -213,6 +213,8 @@ class TestBasicMemoryConfig:
         }
         config_manager.config_file.write_text(json.dumps(config_data, indent=2))
         basic_memory.config._CONFIG_CACHE = None
+        basic_memory.config._CONFIG_MTIME = None
+        basic_memory.config._CONFIG_SIZE = None
 
         loaded = config_manager.load_config()
         assert loaded.default_project == "research"
@@ -238,6 +240,8 @@ class TestBasicMemoryConfig:
         }
         config_manager.config_file.write_text(json.dumps(config_data, indent=2))
         basic_memory.config._CONFIG_CACHE = None
+        basic_memory.config._CONFIG_MTIME = None
+        basic_memory.config._CONFIG_SIZE = None
 
         loaded = config_manager.load_config()
         assert loaded.default_project == "work"
@@ -545,6 +549,8 @@ class TestConfigManager:
             import basic_memory.config
 
             basic_memory.config._CONFIG_CACHE = None
+            basic_memory.config._CONFIG_MTIME = None
+            basic_memory.config._CONFIG_SIZE = None
 
             # Should load successfully with migration to ProjectEntry
             config = config_manager.load_config()
@@ -585,6 +591,8 @@ class TestConfigManager:
             import basic_memory.config
 
             basic_memory.config._CONFIG_CACHE = None
+            basic_memory.config._CONFIG_MTIME = None
+            basic_memory.config._CONFIG_SIZE = None
 
             config = config_manager.load_config()
 
@@ -617,6 +625,8 @@ class TestConfigManager:
             import basic_memory.config
 
             basic_memory.config._CONFIG_CACHE = None
+            basic_memory.config._CONFIG_MTIME = None
+            basic_memory.config._CONFIG_SIZE = None
 
             loaded = config_manager.load_config()
             assert isinstance(loaded, BasicMemoryConfig)
@@ -647,6 +657,8 @@ class TestConfigManager:
             import basic_memory.config
 
             basic_memory.config._CONFIG_CACHE = None
+            basic_memory.config._CONFIG_MTIME = None
+            basic_memory.config._CONFIG_SIZE = None
 
             config_manager.load_config()
 
@@ -678,6 +690,8 @@ class TestConfigManager:
             import basic_memory.config
 
             basic_memory.config._CONFIG_CACHE = None
+            basic_memory.config._CONFIG_MTIME = None
+            basic_memory.config._CONFIG_SIZE = None
 
             config_manager.load_config()
 
@@ -1099,6 +1113,8 @@ class TestProjectMode:
             import basic_memory.config
 
             basic_memory.config._CONFIG_CACHE = None
+            basic_memory.config._CONFIG_MTIME = None
+            basic_memory.config._CONFIG_SIZE = None
 
             # Should load successfully with migration
             config = config_manager.load_config()
@@ -1174,6 +1190,116 @@ class TestProjectMode:
             assert loaded.projects["main"].workspace_id is None
 
 
+class TestConfigCacheMtimeInvalidation:
+    """Test that config cache is invalidated when file is modified externally."""
+
+    def test_cache_returns_same_config_when_file_unchanged(self, config_home):
+        """Verify cache hit when config file mtime has not changed."""
+        import basic_memory.config
+
+        basic_memory.config._CONFIG_CACHE = None
+        basic_memory.config._CONFIG_MTIME = None
+        basic_memory.config._CONFIG_SIZE = None
+
+        with tempfile.TemporaryDirectory() as temp_dir:
+            temp_path = Path(temp_dir)
+            config_manager = ConfigManager()
+            config_manager.config_dir = temp_path / "basic-memory"
+            config_manager.config_file = config_manager.config_dir / "config.json"
+            config_manager.config_dir.mkdir(parents=True, exist_ok=True)
+
+            test_config = BasicMemoryConfig(
+                projects={"main": {"path": str(temp_path / "main")}},
+                default_project="main",
+            )
+            config_manager.save_config(test_config)
+
+            # First load populates cache
+            config1 = config_manager.load_config()
+            assert config1.default_project == "main"
+
+            # Second load should return cached config (same object)
+            config2 = config_manager.load_config()
+            assert config1 is config2
+
+    def test_cache_invalidated_when_file_modified(self, config_home):
+        """Verify cache miss when config file is modified by another process."""
+        import json
+        import os
+        import time
+
+        import basic_memory.config
+
+        basic_memory.config._CONFIG_CACHE = None
+        basic_memory.config._CONFIG_MTIME = None
+        basic_memory.config._CONFIG_SIZE = None
+
+        with tempfile.TemporaryDirectory() as temp_dir:
+            temp_path = Path(temp_dir)
+            config_manager = ConfigManager()
+            config_manager.config_dir = temp_path / "basic-memory"
+            config_manager.config_file = config_manager.config_dir / "config.json"
+            config_manager.config_dir.mkdir(parents=True, exist_ok=True)
+
+            test_config = BasicMemoryConfig(
+                projects={"main": {"path": str(temp_path / "main")}},
+                default_project="main",
+            )
+            config_manager.save_config(test_config)
+
+            # First load populates cache
+            config1 = config_manager.load_config()
+            assert config1.get_project_mode("main") == ProjectMode.LOCAL
+
+            # Simulate external process modifying the config file
+            config_data = json.loads(config_manager.config_file.read_text())
+            config_data["projects"]["main"]["mode"] = "cloud"
+
+            # Ensure mtime actually changes (some filesystems have 1s granularity)
+            time.sleep(0.05)
+            config_manager.config_file.write_text(json.dumps(config_data, indent=2))
+            # Force mtime change on filesystems with coarse granularity
+            new_mtime = os.path.getmtime(config_manager.config_file) + 1
+            os.utime(config_manager.config_file, (new_mtime, new_mtime))
+
+            # Next load should detect mtime change and re-read
+            config2 = config_manager.load_config()
+            assert config2.get_project_mode("main") == ProjectMode.CLOUD
+            assert config1 is not config2
+
+    def test_save_config_resets_mtime(self, config_home):
+        """Verify save_config clears both cache and mtime."""
+        import basic_memory.config
+
+        basic_memory.config._CONFIG_CACHE = None
+        basic_memory.config._CONFIG_MTIME = None
+        basic_memory.config._CONFIG_SIZE = None
+
+        with tempfile.TemporaryDirectory() as temp_dir:
+            temp_path = Path(temp_dir)
+            config_manager = ConfigManager()
+            config_manager.config_dir = temp_path / "basic-memory"
+            config_manager.config_file = config_manager.config_dir / "config.json"
+            config_manager.config_dir.mkdir(parents=True, exist_ok=True)
+
+            test_config = BasicMemoryConfig(
+                projects={"main": {"path": str(temp_path / "main")}},
+            )
+            config_manager.save_config(test_config)
+
+            # Load to populate cache
+            config_manager.load_config()
+            assert basic_memory.config._CONFIG_CACHE is not None
+            assert basic_memory.config._CONFIG_MTIME is not None
+            assert basic_memory.config._CONFIG_SIZE is not None
+
+            # Save should clear all cache state
+            config_manager.save_config(test_config)
+            assert basic_memory.config._CONFIG_CACHE is None
+            assert basic_memory.config._CONFIG_MTIME is None
+            assert basic_memory.config._CONFIG_SIZE is None
+
+
 class TestLocalSyncPathMigration:
     """Test migration that promotes local_sync_path into path for cloud projects."""
 
@@ -1237,3 +1363,47 @@ class TestLocalSyncPathMigration:
         assert result["projects"]["local-proj"]["path"] == local_path
         assert result["projects"]["cloud-only"]["path"] == "cloud-only"
         assert result["projects"]["cloud-bisync"]["path"] == bisync_path
+
+
+class TestAutoUpdateConfig:
+    """Test auto-update configuration fields."""
+
+    def test_auto_update_defaults(self):
+        """Auto-update should default on with a daily check interval."""
+        config = BasicMemoryConfig()
+        assert config.auto_update is True
+        assert config.update_check_interval == 86400
+        assert config.auto_update_last_checked_at is None
+
+    def test_auto_update_env_overrides(self, monkeypatch):
+        """Environment variables should override auto-update defaults."""
+        monkeypatch.setenv("BASIC_MEMORY_AUTO_UPDATE", "false")
+        monkeypatch.setenv("BASIC_MEMORY_UPDATE_CHECK_INTERVAL", "3600")
+
+        config = BasicMemoryConfig()
+        assert config.auto_update is False
+        assert config.update_check_interval == 3600
+
+    def test_auto_update_round_trip_persistence(self):
+        """Auto-update values should survive save/load cycle."""
+        with tempfile.TemporaryDirectory() as temp_dir:
+            temp_path = Path(temp_dir)
+
+            config_manager = ConfigManager()
+            config_manager.config_dir = temp_path / "basic-memory"
+            config_manager.config_file = config_manager.config_dir / "config.json"
+            config_manager.config_dir.mkdir(parents=True, exist_ok=True)
+
+            checked_at = datetime.now()
+            test_config = BasicMemoryConfig(
+                projects={"main": {"path": str(temp_path / "main")}},
+                auto_update=False,
+                update_check_interval=7200,
+                auto_update_last_checked_at=checked_at,
+            )
+            config_manager.save_config(test_config)
+
+            loaded = config_manager.load_config()
+            assert loaded.auto_update is False
+            assert loaded.update_check_interval == 7200
+            assert loaded.auto_update_last_checked_at == checked_at

tests/utils/test_setup_logging.py

@@ -0,0 +1,162 @@
+"""Tests for logging setup helpers."""
+
+import os
+import sys
+
+from basic_memory import utils
+
+
+def test_setup_logging_uses_shared_log_file_off_windows(monkeypatch, tmp_path) -> None:
+    """Non-Windows platforms should keep the shared log filename."""
+    added_sinks: list[str] = []
+
+    monkeypatch.setenv("BASIC_MEMORY_ENV", "dev")
+    monkeypatch.setattr(utils.os, "name", "posix")
+    monkeypatch.setattr(utils.Path, "home", lambda: tmp_path)
+    monkeypatch.setattr(utils.logger, "remove", lambda *args, **kwargs: None)
+    monkeypatch.setattr(
+        utils.logger,
+        "add",
+        lambda sink, **kwargs: added_sinks.append(str(sink)),
+    )
+
+    utils.setup_logging(log_to_file=True)
+
+    assert added_sinks == [str(tmp_path / ".basic-memory" / "basic-memory.log")]
+
+
+def test_setup_logging_uses_per_process_log_file_on_windows(monkeypatch, tmp_path) -> None:
+    """Windows uses per-process logs so rotation never contends across processes."""
+    added_sinks: list[str] = []
+
+    monkeypatch.setenv("BASIC_MEMORY_ENV", "dev")
+    monkeypatch.setattr(utils.os, "name", "nt")
+    monkeypatch.setattr(utils.os, "getpid", lambda: 4242)
+    monkeypatch.setattr(utils.Path, "home", lambda: tmp_path)
+    monkeypatch.setattr(utils.logger, "remove", lambda *args, **kwargs: None)
+    monkeypatch.setattr(
+        utils.logger,
+        "add",
+        lambda sink, **kwargs: added_sinks.append(str(sink)),
+    )
+
+    utils.setup_logging(log_to_file=True)
+
+    assert added_sinks == [str(tmp_path / ".basic-memory" / "basic-memory-4242.log")]
+
+
+def test_setup_logging_trims_stale_windows_pid_logs(monkeypatch, tmp_path) -> None:
+    """Windows cleanup should bound stale PID-specific log files across runs."""
+    log_dir = tmp_path / ".basic-memory"
+    log_dir.mkdir()
+
+    stale_logs = []
+    for index in range(6):
+        log_path = log_dir / f"basic-memory-{1000 + index}.log"
+        log_path.write_text("old log", encoding="utf-8")
+        mtime = 1_000 + index
+        os.utime(log_path, (mtime, mtime))
+        stale_logs.append(log_path)
+
+    monkeypatch.setenv("BASIC_MEMORY_ENV", "dev")
+    monkeypatch.setattr(utils.os, "name", "nt")
+    monkeypatch.setattr(utils.os, "getpid", lambda: 4242)
+    monkeypatch.setattr(utils.Path, "home", lambda: tmp_path)
+    monkeypatch.setattr(utils.logger, "remove", lambda *args, **kwargs: None)
+    monkeypatch.setattr(utils.logger, "add", lambda *args, **kwargs: None)
+
+    utils.setup_logging(log_to_file=True)
+
+    remaining = sorted(path.name for path in log_dir.glob("basic-memory-*.log*"))
+    assert remaining == [
+        "basic-memory-1002.log",
+        "basic-memory-1003.log",
+        "basic-memory-1004.log",
+        "basic-memory-1005.log",
+    ]
+
+
+def test_setup_logging_test_env_uses_stderr_only(monkeypatch) -> None:
+    """Test mode should add one stderr sink and return before other branches run."""
+    added_sinks: list[object] = []
+    configured_calls: list[dict] = []
+
+    monkeypatch.setenv("BASIC_MEMORY_ENV", "test")
+    monkeypatch.setattr(utils.logger, "remove", lambda *args, **kwargs: None)
+    monkeypatch.setattr(utils.logger, "add", lambda sink, **kwargs: added_sinks.append(sink))
+    monkeypatch.setattr(
+        utils.logger,
+        "configure",
+        lambda **kwargs: configured_calls.append(kwargs),
+    )
+
+    utils.setup_logging(log_to_file=True, log_to_stdout=True, structured_context=True)
+
+    assert added_sinks == [sys.stderr]
+    assert configured_calls == []
+
+
+def test_setup_logging_log_to_stdout(monkeypatch) -> None:
+    """stdout logging should attach a stderr sink outside test mode."""
+    added_sinks: list[object] = []
+
+    monkeypatch.setenv("BASIC_MEMORY_ENV", "dev")
+    monkeypatch.setattr(utils.logger, "remove", lambda *args, **kwargs: None)
+    monkeypatch.setattr(utils.logger, "add", lambda sink, **kwargs: added_sinks.append(sink))
+
+    utils.setup_logging(log_to_stdout=True)
+
+    assert added_sinks == [sys.stderr]
+
+
+def test_setup_logging_structured_context(monkeypatch) -> None:
+    """Structured context should bind cloud metadata into loguru extras."""
+    configured_extras: list[dict[str, str]] = []
+
+    monkeypatch.setenv("BASIC_MEMORY_ENV", "dev")
+    monkeypatch.setenv("BASIC_MEMORY_TENANT_ID", "tenant-123")
+    monkeypatch.setenv("FLY_APP_NAME", "bm-app")
+    monkeypatch.setenv("FLY_MACHINE_ID", "machine-123")
+    monkeypatch.setenv("FLY_REGION", "ord")
+    monkeypatch.setattr(utils.logger, "remove", lambda *args, **kwargs: None)
+    monkeypatch.setattr(utils.logger, "add", lambda *args, **kwargs: None)
+    monkeypatch.setattr(
+        utils.logger,
+        "configure",
+        lambda **kwargs: configured_extras.append(kwargs["extra"]),
+    )
+
+    utils.setup_logging(structured_context=True)
+
+    assert configured_extras == [
+        {
+            "tenant_id": "tenant-123",
+            "fly_app_name": "bm-app",
+            "fly_machine_id": "machine-123",
+            "fly_region": "ord",
+        }
+    ]
+
+
+def test_setup_logging_suppresses_noisy_loggers(monkeypatch) -> None:
+    """Third-party HTTP/file-watch loggers should be raised to WARNING."""
+    monkeypatch.setenv("BASIC_MEMORY_ENV", "dev")
+    monkeypatch.setattr(utils.logger, "remove", lambda *args, **kwargs: None)
+    monkeypatch.setattr(utils.logger, "add", lambda *args, **kwargs: None)
+
+    httpx_logger = utils.logging.getLogger("httpx")
+    watchfiles_logger = utils.logging.getLogger("watchfiles.main")
+    original_httpx_level = httpx_logger.level
+    original_watchfiles_level = watchfiles_logger.level
+
+    try:
+        httpx_logger.setLevel(utils.logging.DEBUG)
+        watchfiles_logger.setLevel(utils.logging.INFO)
+
+        utils.setup_logging()
+
+        assert httpx_logger.level == utils.logging.WARNING
+        assert watchfiles_logger.level == utils.logging.WARNING
+    finally:
+        httpx_logger.setLevel(original_httpx_level)
+        watchfiles_logger.setLevel(original_watchfiles_level)

uv.lock

@@ -142,14 +142,14 @@ wheels = [
 
 [[package]]
 name = "authlib"
-version = "1.6.6"
+version = "1.6.7"
 source = { registry = "https://pypi.org/simple" }
 dependencies = [
     { name = "cryptography" },
 ]
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+sdist = { url = "https://files.pythonhosted.org/packages/49/dc/ed1681bf1339dd6ea1ce56136bad4baabc6f7ad466e375810702b0237047/authlib-1.6.7.tar.gz", hash = "sha256:dbf10100011d1e1b34048c9d120e83f13b35d69a826ae762b93d2fb5aafc337b", size = 164950, upload-time = "2026-02-06T14:04:14.171Z" }
 wheels = [
-    { url = "https://files.pythonhosted.org/packages/54/51/321e821856452f7386c4e9df866f196720b1ad0c5ea1623ea7399969ae3b/authlib-1.6.6-py2.py3-none-any.whl", hash = "sha256:7d9e9bc535c13974313a87f53e8430eb6ea3d1cf6ae4f6efcd793f2e949143fd", size = 244005, upload-time = "2025-12-12T08:01:40.209Z" },
+    { url = "https://files.pythonhosted.org/packages/f8/00/3ed12264094ec91f534fae429945efbaa9f8c666f3aa7061cc3b2a26a0cd/authlib-1.6.7-py2.py3-none-any.whl", hash = "sha256:c637340d9a02789d2efa1d003a7437d10d3e565237bcb5fcbc6c134c7b95bab0", size = 244115, upload-time = "2026-02-06T14:04:12.141Z" },
 ]
 
 [[package]]
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+    { url = "https://files.pythonhosted.org/packages/03/c4/8a1b580875303500a9c12b9e0af58cb82e47f5bcf888c2457742a138273c/caio-0.9.25-cp312-cp312-manylinux_2_34_aarch64.whl", hash = "sha256:4fa69eba47e0f041b9d4f336e2ad40740681c43e686b18b191b6c5f4c5544bfb", size = 81502, upload-time = "2026-03-04T22:08:22.381Z" },
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