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Author SHA1 Message Date
phernandez 59e865c079 chore: update version to 0.21.6 for v0.21.6 release
Signed-off-by: phernandez <paul@basicmachines.co>
2026-06-04 23:41:42 -05:00
phernandez 96b6b21a88 docs: add v0.21.6 changelog entry
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-06-04 23:41:30 -05:00
Paul Hernandez 5973f9b787 feat(plugins): add codex plugin package (#894)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-06-04 23:14:07 -05:00
Paul Hernandez 8887267256 fix(ci): improve auto bm note narrative (#893)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-06-04 22:34:57 -05:00
Paul Hernandez a6cfed96f1 fix(ci): allow ci PR title scope
Allows ci as a semantic PR title scope and covers the workflow config with a regression test.
2026-06-04 21:05:29 -05:00
Paul Hernandez 2de8183e85 fix(ci): require all codex synthesis schema fields
Fixes the Auto BM Codex structured-output schema guardrail so live synthesis can run.
2026-06-04 20:48:55 -05:00
Paul Hernandez 0adbc12f09 docs(ci): document auto bm dogfood install
Documents the temporary checkout install used while dogfooding Auto BM before the next package release.
2026-06-04 20:44:51 -05:00
phernandez 80ca5a07fd ci(cli): dogfood auto bm workflow install
Signed-off-by: phernandez <paul@basicmachines.co>
2026-06-04 20:33:49 -05:00
phernandez 4502bd3c3b ci(cli): configure auto bm workflow
Signed-off-by: phernandez <paul@basicmachines.co>
2026-06-04 20:27:42 -05:00
phernandez b386502020 fix(cli): show copyable workspace identifiers
Signed-off-by: phernandez <paul@basicmachines.co>
2026-06-04 20:20:56 -05:00
phernandez 16ba55d7b4 feat(cli): add auto bm github ci
Signed-off-by: phernandez <paul@basicmachines.co>
2026-06-04 20:14:59 -05:00
Paul Hernandez 5458c35b35 refactor(plugins): prefix Claude Code plugin skills with bm- (#878)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-04 12:04:05 -05:00
Paul Hernandez fc2ee07076 feat(api): expose owning project on entity resolve
Expose project_external_id on v2 entity resolve responses so cloud callers can authorize cross-project targets without a second tenant DB lookup.
2026-06-02 18:01:17 -05:00
phernandez 61891f2e33 fix(plugins): address PR review — scope captureFolder to checkpoints, ASCII echo
Review feedback on #876:
- Codex (P2): the SessionStart "Where to write" brief said all auto-capture goes to
  captureFolder, but captureFolder is only the PreCompact checkpoint folder. Narrowed
  it — checkpoints go to captureFolder; decisions/tasks/notes follow
  placementConventions (or topic folders when none are set), so proactive captures
  aren't dumped into sessions/ alongside checkpoints.
- Claude review: replaced the em dash in the skills-source-guard echo string with a
  hyphen so the instruction's console output stays ASCII (CLAUDE.md compatibility).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-31 15:05:01 -05:00
phernandez 5f59ca49a2 docs(plugins): fold in setup debrief fixes — cloud-create, skills-source guard, shared-read cap
- Project mapping: document local vs cloud project creation — a cloud-workspace
  project needs a cloud-connected MCP server and a workspace selector; a purely
  local server fails to mkdir the cloud-style path. Pin cloud primaryProject to the
  external_id UUID.
- Install shared skills: guard against clobbering a source checkout — if ./skills is
  git-tracked and holds memory-* dirs (the skills' own source repo), skip the npx
  install instead of overwriting the working copy with published versions.
- Cloud/teams: warn that the SessionStart brief reads only the first 6 shared
  projects per session, so order the most relevant first when more are configured.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-31 15:05:01 -05:00
phernandez 2ba1ca8722 feat(plugins): make setup focus load-bearing, seed schemas via metadata, add smoke test
- Focus question is now load-bearing: it drives an adaptive light folder-structure
  suggestion and is stored. The placement step branches learn (existing project
  with notes) vs suggest (new/empty project) instead of only learning.
- Seed schema notes via the write_note `metadata` param instead of content
  frontmatter. The cloud write path silently coerces nested YAML to the string
  '[object Object]', corrupting schema/settings (basic-memory-cloud#1000); the
  metadata param round-trips correctly on both local and cloud.
- Surface placementConventions + captureFolder in the SessionStart brief so the
  output style's "follow stored placement conventions" reflex has something to
  follow — previously written by setup but never shown to Claude (dead config).
- Add a post-settings smoke test (run the hook's recall query, confirm routing)
  and a restart prompt gated on outputStyle in the close.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-31 15:05:01 -05:00
phernandez 4b6de80faa fix(plugins): hooks fall back to uvx/uv when no CLI binary is on PATH
Codex flagged (review 4397232451) that the hooks locate the CLI via
`command -v basic-memory || command -v bm`, but our own README recommends
connecting the MCP server as `claude mcp add basic-memory -- uvx basic-memory mcp`
— an ephemeral uv run that leaves NO binary on PATH. In that (recommended) setup
both hooks exited before doing anything, so the bridge silently did nothing even
though the MCP server worked.

Both hooks now resolve the CLI invocation as: prefer a `basic-memory`/`bm` binary
(fast), else fall back to `uvx basic-memory`, else `uv tool run basic-memory`, else
silent no-op. The launcher may be multi-token, so the embedded Python splits it with
shlex and prepends it to each command list. The uv cache is already warm from
running the MCP server, so the fallback is cheap.

Verified: with no binary on PATH but uvx present, SessionStart now produces a brief
(previously a silent no-op). Updated the README requirement to note uvx-only works.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-31 12:31:08 -05:00
phernandez 1eb4cd154f fix(plugins): route UUID project refs consistently across all skills
Codex flagged /basic-memory:remember passing a UUID primaryProject as `project`
(review 4397206729) — the same routing bug already fixed in the hooks and the
share skill. Rather than fix only the flagged spot, audited every project-ref
site and made them all consistent:

- remember: route primaryProject as project_id when it's a UUID (was the flag)
- status: same for the primaryProject-scoped search_notes queries
- setup: same for the schema-seed write to primaryProject

share/SKILL.md and both hooks (session-start, pre-compact) already handle it.
That's now every place the plugin routes to a project ref — a project ref may be
a workspace-qualified name (-> project) or an external_id UUID (-> project_id),
and all six sites detect and route accordingly. Plugin validates.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-31 12:31:08 -05:00
phernandez bfee8958ad docs(integrations): document the defensive getattr in the Hermes provider
Addresses the remaining review finding (deferred while #859 was open; now merged,
so the hermes module is on main and the comment lands cleanly here). The two
getattr sites read MCP SDK result/tool fields; `mcp` is an unpinned dependency
(plugin.yaml), and its CallToolResult / ListToolsResult / Tool shapes have varied
across SDK versions — so the defensive getattr is intentional, not the speculative
kind CLAUDE.md warns against. Added constraint comments at both sites explaining why.

No behavior change. `just package-check-hermes` passes (244 passed, 12 integration
tests skipped without BM_INTEGRATION).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-31 12:31:08 -05:00
phernandez 63f5c62dfd fix(plugins): address review findings (UUID routing, outputStyle location, line length)
Resolves the in-scope findings from the github-actions review (its prepared commit
1283a46 couldn't push — 403) and the Codex P2 (review 4397168884):

- pre-compact.sh: route a UUID primaryProject via --project-id, not --project.
  This mirrors session-start.sh; without it a UUID-configured project gets correct
  session briefs but SILENT checkpoint failures at every compaction. The substantive
  correctness fix. Verified end-to-end (checkpoint now lands in a UUID-keyed project).
- skills/share/SKILL.md: same UUID routing for /basic-memory:share team targets —
  pass external_id UUIDs as project_id, qualified names as project. (Codex P2.)
- skills/status/SKILL.md: read outputStyle from the ROOT settings object, not the
  basicMemory block — otherwise /basic-memory:status reports capture reflexes as off
  for a correctly-configured user.
- docs/getting-started.md: move outputStyle out of the basicMemory block to root in
  the team example (matches settings.example.json; it's a top-level Claude Code key).
- session-start.sh: split the >100-char project-routing line.

Out of scope here: the hermes/__init__.py getattr-rationale comments the bot
prepared live in the #859 consolidation code (not in this PR's diff) — flagged for
that PR. Plugin validates; hooks smoke-tested.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-31 12:31:08 -05:00
phernandez 451f27cfd9 docs: cross-link MCP-server prereq with the Claude Code plugin install
The MCP server is a hard prerequisite for the plugin (its hooks and skills call
it), but the two were in separate README sections with no link between them.

- The "Claude Code plugin" install section now points to "Connect your AI client"
  and states the MCP server must be connected first.
- The "Connect your AI client → Claude Code" section now points to the plugin for
  the full memory bridge.
- /basic-memory:setup's prerequisite check is now concrete: verify the MCP server
  via list_memory_projects, and if absent, walk the user through installing and
  `claude mcp add basic-memory -- uvx basic-memory mcp` before starting the interview.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-31 12:31:08 -05:00
phernandez df5f0f4c04 docs: fix stale Claude Code plugin description in root README
The umbrella install section still described the plugin as bundling "skills,
hooks, and an agent" — the agent was removed in the v0.4 redesign. Updated to the
current surface: hooks (briefings + checkpoints), the opt-in output style, and the
/basic-memory:* skills.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-31 12:31:08 -05:00
phernandez 731e7baac1 fix(plugins): address Codex review P2s on PR #865
1. SessionStart worker pool was sized 8 but submits up to 9 searches (3 primary
   + MAX_SHARED=6 shared) — the 9th queued behind a possibly-10s call and could
   push the hook past Claude Code's 20s SessionStart timeout before the brief
   printed. Size the pool to 3 + MAX_SHARED so nothing queues. (Introduced in
   Phase 4 when the third primary query was added.)

2. captureChattyness was dead config — written by setup but read by no hook, and
   its "heavy" level advertised "checkpoint without compaction," which no hook
   implements. The real proactivity knob is `outputStyle`. Removed
   captureChattyness entirely and folded the "how active should I be?" question
   into the output-style step (the single, actually-wired toggle); the always-on
   hooks run regardless. Updated setup skill, settings.example.json, and DESIGN.

Both flagged by Codex (review 4395911984); same class as the recallTimeframe
dead-config fix from the earlier self-review. Plugin validates; hook smoke-tested.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-31 12:31:08 -05:00
phernandez 877e52fd73 feat(skills): port useful retired plugin skills into the shared memory-* set
Following the evaluation on #866, the genuinely-useful behavior from the deleted
Claude Code plugin skills is preserved as framework-agnostic shared skills (usable
by any MCP agent — Claude Desktop, OpenClaw, etc.), instead of being lost in the
v0.4 clean-break. The Claude Code plugin itself is unchanged — it deliberately
relies on hooks + the output style for capture/recall and pulls these shared skills
via /basic-memory:setup.

New shared skills (ported from the deleted set, CC-specific glue stripped):
- memory-curate (from knowledge-organize) — the real coverage gap: knowledge-GRAPH
  curation (orphan notes, relation suggestion, duplicate merge, tag/folder audit,
  hub notes, sparse-note enrichment). Distinct from memory-defrag, which is
  agent-memory-FILE hygiene.
- memory-continue (from continue-conversation) — resume prior work by rebuilding
  context from the graph (build_context / recent_activity / search), timeframe table,
  resume playbooks.
- memory-capture (from knowledge-capture) — synthesize a thread's current state into
  one note, rewriting in place via a thread_id key. The Claude-Code-specific session
  UUID is generalized to "any stable thread id your host exposes."

Also completed memory-notes' edit reference (added prepend / replace_section to the
two existing operations). Updated skills/README.md and skills/CLAUDE.md.

`just package-check-skills` validates 13 skills. NOTE: skills/skills-lock.json is a
generated artifact of the `npx skills` CLI (not used by Claude Code or OpenClaw) and
should be regenerated once the set is final — not hand-edited here.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-31 12:31:08 -05:00
phernandez fc8ac86fa1 feat(plugins): setup installs the shared memory-* skills (no repo dup)
Addresses the consolidation direction from issue #866: the Claude Code plugin
should consume the canonical skills/ set, not reinvent a parallel one. Rather
than vendoring copies into the plugin, /basic-memory:setup now offers to install
the shared memory-* skills via `npx skills add basicmachines-co/basic-memory
--path skills` (the existing SPEC-58 distribution path, same source OpenClaw
bundles). The plugin stays "hooks + Claude-Code-specific skills" and pulls the
shared toolkit on demand — skills/ remains the single source of truth, no
duplication in the repo.

Updated the setup interview + apply steps, README, getting-started, and CHANGELOG.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-31 12:31:08 -05:00
phernandez df3eb3208c fix(plugins): address v0.4 plugin code-review findings (PR #865)
Resolves the 8 self-review findings on PR #865:

session-start.sh:
- Wire recallTimeframe into a new "Recent sessions" query (--after_date) — it was
  parsed but unused after the Phase 4 rewrite. The brief now surfaces recent
  session checkpoints (the resume cursor), which is the one query the recency
  window legitimately applies to. (#1)
- Guard secondaryProjects/teamProjects JSON types — a string value was iterated
  character-by-character into bogus per-char queries. (#3)
- A configured-but-unreachable/misnamed primaryProject now emits a one-line
  "couldn't read" signal instead of a silent blank brief. (#7)

pre-compact.sh:
- Filter transcript turns by the `isMeta` and `toolUseResult` flags instead of a
  `text.startswith("<")` heuristic. This stops dropping legitimate user messages
  that start with "<" (#4) and stops capturing tool-result/meta frames as human
  turns (#8) — verified against a real transcript (25 human turns cleanly
  separated from 8 meta + 288 tool-result frames).
- Title now uses second precision so rapid same-minute compactions don't collide
  and silently drop/overwrite a checkpoint; removed the unused stamp/slug. (#2)
- Empty-checkpoint guard now requires at least one real user turn, not just any
  turn, so an assistant-only transcript can't produce a dangling-title note. (#5)

validate_skills.py:
- parse_frontmatter now skips indented lines, capturing only top-level keys, so a
  schema note's nested schema:/settings: children can't overwrite a top-level
  type/entity via last-write-wins. Documented its single-line-only limitation. (#6)

All verified end-to-end; `just package-check-claude-code` and
`package-check-skills` pass; ruff clean.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-31 12:31:08 -05:00
phernandez 2886ab64e1 docs(plugins): add architecture, why, and getting-started docs (v0.4 Phase 5)
Adds user- and contributor-facing documentation under plugins/claude-code/docs/:

- why-combine-memory.md — the value proposition: two-memories/two-jobs, the
  1+1=3 framing, the three personas (thinker / builder / operator) with concrete
  use cases, and the official "use both" stance. The "why would I want this" doc.
- getting-started.md — a ~5-minute guided walkthrough: prerequisites, install,
  /basic-memory:setup, a capture→checkpoint→brief loop to see it work, the team
  workspace path, tuning knobs, and troubleshooting.
- architecture.md — how it works flow by flow, with mermaid diagrams: the bridge
  (working memory <-> durable graph), the four surfaces, SessionStart and
  PreCompact sequence flows, capture reflexes, team read/share, component map.

Linked all three from the README's new Documentation section. Marked Phase 5
docs done in DESIGN. Migration guide intentionally skipped — v0.4 is a clean
break (uninstall old, install new), noted in the CHANGELOG. Dogfood remains the
open human step.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-31 12:31:08 -05:00
phernandez 36c245f0d2 feat(plugins): team workspace support + /basic-memory:share (v0.4 Phase 4)
Implements DESIGN.md Phase 4, grounded in a real two-workspace BM Cloud account.

Recall reads across the team:
- hooks/session-start.sh rewritten to read the primary project (active tasks +
  open decisions) AND each configured shared/team project (open decisions) in
  parallel via ThreadPoolExecutor. Routes by workspace-qualified name or
  external_id UUID (project names collide across workspaces, so bare names won't
  route); per-call timeout, capped at 6 shared projects, graceful on any failure.
  Adds a "From shared projects (read-only)" section + the share-vs-capture note.
  Verified against the real my-team-2 workspace (OAuth routing) and local fixtures.

Deliberate team writes:
- skills/share/SKILL.md → /basic-memory:share <note>: copies a note from the
  primary project into a configured teamProjects target's promoteFolder, with
  shared_from attribution and a confirmation step. Preserves the note's type so
  shared decisions stay findable in the team's structured recall. Pulled forward
  from future-work since team usage needs a safe write path.

Safe by default: capture (PreCompact checkpoints, /remember) NEVER writes to a
shared project. The proposed teamProjects.autoWrite flag is deliberately not
shipped — documented as future rather than ship an unenforced flag.

Config: secondaryProjects (read sources) + teamProjects (share targets with
promoteFolder), both requiring qualified names/UUIDs. setup interview step 3 now
configures them via list_workspaces; status reports team read-sources + share
targets; settings.example.json documents the shape. REQUIRED_SKILLS adds share.

Discovery verified: Skills (4): remember, setup, share, status. Passes
`just package-check-claude-code` incl. `claude plugin validate . --strict`.
Updated README (Teams section), CHANGELOG, and DESIGN §6 + Phase 4 status.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-31 12:31:08 -05:00
phernandez 2bd52676d9 feat(plugins): add /basic-memory:setup bootstrap interview (v0.4 Phase 3)
Adds the bootstrap interview from DESIGN.md Phase 3 as a prose skill, plus the
first-run nudge that points users to it.

- skills/setup/SKILL.md → /basic-memory:setup: an adaptive ~2-min interview that
  maps the Claude Code project to a Basic Memory project (pick existing or create),
  seeds the session/decision/task schemas into it, optionally learns the project's
  placement conventions (list_directory + sampling, stored in placementConventions),
  writes the basicMemory settings block, and enables the capture output style.
- hooks/session-start.sh: nudges toward /basic-memory:setup on first run (when no
  basicMemory config block exists). The nudge now survives a failed/empty task
  query, so a brand-new user with no project yet still sees it; it stops once setup
  writes the config (config presence is the sentinel — no separate file).
- validate_claude_plugin.py: REQUIRED_SKILLS now includes setup.

Corrects the Phase 1 schema-seeding finding: writing a schema file's content via
write_note (CLI or MCP) indexes it as type: schema AND resolves via schema_validate
— the earlier "must use note_type/metadata" conclusion was confounded by the enum
YAML bug (since fixed). Verified end-to-end: all three schemas seed, index, and
resolve (entity=Session/Decision/Task); nudge verified across all config states;
discovery shows Skills (3): setup, remember, status.

Updated README, CHANGELOG, and DESIGN Phase 3 status. Passes
`just package-check-claude-code` incl. `claude plugin validate . --strict`.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-31 12:31:08 -05:00
phernandez 215a2d9f99 feat(plugins): add /basic-memory:remember and :status skills (v0.4 Phase 2)
Adds the two deliberate-gesture skills from DESIGN.md Phase 2, both as prose
skills (skills are prompts) — robust to arbitrary user text and any MCP server
tool-name prefix, no bundled-script path placeholders.

- skills/remember/SKILL.md → /basic-memory:remember <text>: quick capture to the
  rememberFolder (default bm-remember) with a first-line title and manual-capture
  tag, via write_note. Model-invocable so "remember that…" triggers it.
- skills/status/SKILL.md → /basic-memory:status: user-only diagnostic
  (disable-model-invocation) reporting active project, capture/remember folders,
  output-style state, recent session checkpoints, and active-task count.

validate_claude_plugin.py now requires the shipped skill set (REQUIRED_SKILLS)
and validates each skill's name/description frontmatter. Passes
`just package-check-claude-code` incl. `claude plugin validate . --strict`.

Discovery verified end-to-end: installed from a local marketplace and confirmed
via `claude plugin details` — Skills (2): remember, status; Hooks (2):
SessionStart, PreCompact; Agents (0) — namespaced as /basic-memory:<name>.

Updated README (Commands table), CHANGELOG, and DESIGN Phase 2 status.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-31 12:31:08 -05:00
phernandez f485c1ef3f chore(plugins): add scoped version recipes for plugin/agent artifacts
Adds a --scope {all,core,packages} option to scripts/update_versions.py so the
version bump can target just the host-native agent artifacts (Claude Code plugin
+ root/local marketplaces, Hermes, OpenClaw) separately from the Python package
core (__init__.py, server.json). Default scope is "all" — fully backward
compatible.

New justfile recipes:
- set-version <v> [scope]            — write version (all|core|packages)
- set-version-dry-run <v> [scope]    — preview
- set-packages-version <v>           — plugin/agent artifacts only
- set-packages-version-dry-run <v>   — preview

The release / beta / release-dry-run recipes now route through set-version
instead of calling the script inline, so version-setting has one source of
truth and is reusable by the /release skill. Updated the /release command doc
to describe the consolidated version update and the new recipes.

Tests cover the new scope filtering (packages leaves core untouched and vice
versa; invalid scope errors). Existing lockstep behavior unchanged.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-31 12:31:08 -05:00
phernandez 3ff40d51fc feat(plugins): rebuild Claude Code plugin as the memory bridge (v0.4 Phase 1)
Reframes the Claude Code plugin as the bridge between Claude's working
memory and Basic Memory's durable graph, per plugins/claude-code/DESIGN.md.
This is the minimal-first vertical slice with a clean break from v0.3.x.

Added:
- hooks/session-start.sh — SessionStart brief: one structured `type: task`
  query against the configured (or default) project + always-on recall
  prompt. Plain stdout, silent if BM is absent.
- hooks/pre-compact.sh — PreCompact checkpoint: writes a `type: session`
  note before compaction (extractive). Only writes when primaryProject is
  set, so it never touches an un-opted-in graph.
- output-styles/basic-memory.md — capture reflexes (search-first, typed
  decision notes, cite permalinks); keep-coding-instructions: true.
- schemas/{session,decision,task}.md — picoschema seeds (validation: warn)
  so plugin-written notes are findable via metadata_filters. task mirrors
  the memory-tasks skill.
- settings.example.json — copyable config with sensible defaults.

Removed (clean break):
- the six bundled skills, the basic-memory-manager agent, the
  PreToolUse/PostToolUse write_note hooks, the basic-memory config-note
  convention, and PLUGIN.md. Equivalent workflows live in top-level skills/.

Other:
- Rewrote scripts/validate_claude_plugin.py for the new layout (hooks +
  output-style + schemas; agent dropped; skills optional). Passes
  `just package-check-claude-code` incl. `claude plugin validate --strict`.
- Rewrote README around the bridge story; updated CHANGELOG, marketplace
  descriptions, and the AGENTS.md package-check note.
- Hooks tested end-to-end against throwaway projects (brief surfaces tasks;
  checkpoint writes a queryable session note; both degrade silently).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-31 12:31:08 -05:00
phernandez 82f6d15946 docs(plugins): add Claude Code plugin v0.4 redesign DESIGN.md
WIP design doc for modernizing the Claude Code plugin around the
"bridge between Claude auto-memory and Basic Memory" positioning.

- Reframes the plugin as connective tissue between Claude's working
  memory and BM's durable graph (per docs/vs-built-in-memory).
- Defines the four core surfaces: SessionStart brief, PreCompact
  checkpoint, output-style reflexes, deliberate skills.
- Leans on BM schemas + structured metadata search for deterministic
  recall (ships session/decision/task picoschemas).
- Maps Claude Code projects to BM projects; team-workspace safety
  (read-across, write-by-gesture); bootstrap interview.
- Records verified findings for 8 open questions (CC v2.1.153 /
  basic-memory 0.21.5) from an investigate→adversarial-verify pass:
  PreCompact 600s budget enables LLM summaries; metadata_filters
  confirmed; path-scoped rules cut (don't load yet); commands are
  plugin-namespaced; bootstrap via SessionStart sentinel.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-31 12:31:08 -05:00
phernandez 4e7a217fa7 fix(skills): correct invalid picoschema enum YAML in memory skills
The Task schema in memory-tasks/SKILL.md and the enum examples in
memory-schema/SKILL.md used a bare YAML flow sequence followed by a
trailing description:

    status?(enum): [active, blocked, done, abandoned], current state

A flow sequence ([...]) cannot be followed by ', current state' —
python-frontmatter/PyYAML raises a ParserError. In schema_router.py,
_schema_frontmatter_from_file catches that error and silently falls
back to DB metadata, so the schema's enum constraints never load.

Per the picoschema parser docstring, enum descriptions belong inside
the parens:

    status?(enum, current state): [active, blocked, done, abandoned]

Fixes 4 lines (1 in memory-tasks, 3 in memory-schema). The
memory-literary-analysis schemas use the quoted-string form
("role(enum)": "[...], desc"), which is valid YAML handled by
_parse_enum_string, so they were left unchanged.

Verified: all yaml schema blocks now parse via parse_schema_note,
and just package-check-skills passes (10 skills validated).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-30 15:07:00 -05:00
phernandez 354e1642b2 delete ui dir
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-30 15:07:00 -05:00
Drew Cain b1bd6d57e8 Update MONKEYPATCH.md with upstream issue link
Add tracking link for upstream issue regarding slash commands.

Signed-off-by: Drew Cain <groksrc@users.noreply.github.com>
2026-05-30 14:16:04 -05:00
phernandez 5365f971ef chore(integrations): consolidate agent packages
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-30 14:16:04 -05:00
phernandez 4ea03d2bf1 chore: qualify Phase 2 verdicts schema path with $SKILL_DIR
Follow-up PR review: Phase 2 prose used a CWD-relative
`--output-schema schemas/verdicts.schema.json`, while Phase 1 uses
`"$SKILL_DIR/schemas/..."`. Following Phase 2 from the repo root would
resolve the wrong path and break the Codex refutation call. Now matches the
$SKILL_DIR-qualified pattern used everywhere else; swept the file to confirm
all command/flag path positions are qualified.

Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-30 14:14:35 -05:00
phernandez f652a09664 chore: build DIFF as argv array so scoped pathspecs survive (unix-friendly paths)
Addresses Codex PR review (P2): storing the diff in a scalar and running
`$DIFF` unquoted let the shell word-split/glob $SCOPE, so a pathspec with
spaces or glob chars ('docs/notes with spaces') broke or reviewed the wrong
files.

DIFF is now an argv array (`DIFF=(git diff "$BASE...HEAD")`, append
`-- "$SCOPE"` when set). Run via `"${DIFF[@]}"`; embed in subprocess prompts
via a shell-quoted `DIFF_STR=$(printf '%q ' "${DIFF[@]}")`. Verified the
pathspec stays a single intact argument in both bash and zsh.

Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-30 14:14:35 -05:00
phernandez d8901efb46 chore: make claude json parsing robust to both output shapes
Follow-up PR review claimed `claude --output-format json` emits a single
object and the array form is stream-json only. Verified empirically against
the installed CLI: `claude -p --output-format json` returns a JSON ARRAY of
event objects (system, rate_limit_event, assistant, result), not a single
object — so the reviewer's suggested fix would have broken parsing here.

The portability concern is still valid (older CLIs emit a single object), so
the parsing note now handles BOTH shapes: if array, take the type=='result'
element; else use the object as-is; then read .result and strip the fence.

Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-30 14:14:35 -05:00
phernandez c717d9997e chore: implement path scoping in adversarial-review (was broken-as-advertised)
Addresses follow-up PR review: the Inputs section advertised a path-scope
arg, but BASE=${ARG:-main} treated it only as a ref, so passing a path
produced `git diff <path>...HEAD` → fatal: ambiguous argument.

Root-causes both review findings (this one and the prior $BASE issue): the
diff command was spelled inline in many places and drifted. Now BASE (ref)
and SCOPE (pathspec) are separate inputs, combined once into a canonical
$DIFF command in preflight and reused everywhere — single source of truth.

Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-30 14:14:35 -05:00
phernandez f865d39d3d chore: make adversarial-review prompts base-agnostic
Addresses PR review: the prompt bodies hardcoded `git diff main...HEAD`,
which contradicted the orchestrator's parameterized `git diff $BASE...HEAD`
when run against a non-main base. The prompts now defer to the exact diff
command the orchestrator appends, and Phase 2 passes that command alongside
the findings so the refuter judges against the correct base.

Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-30 14:14:35 -05:00
phernandez 6a667dd3f8 chore: add cross-vendor adversarial-review skill
Adds an agent skill that runs adversarial code review across two model
families (Claude + Codex/GPT). Whichever runtime invokes it reviews the
branch diff natively and shells out to the other vendor for an independent
pass; each model then tries to refute the other's findings, and survivors
are reported by cross-model confidence. Report-only — never auto-applies
fixes.

- Canonical skill in .agents/skills/, symlinked from .claude/skills/
  (matches the existing instrumentation skill layout); discoverable by
  both Claude Code and Codex.
- Symmetric orchestration: run from Claude -> calls codex exec; run from
  Codex -> calls claude -p. The skill auto-detects which side it is on.
- Deterministic gate layer (ruff + grep) for negation-style house rules,
  since models underweight "never do X" constraints.
- Structured findings/verdicts via JSON schemas (codex --output-schema).

Deliberately omits the loop-until-converged state machine and auto-fix
behavior found in similar tools — convergence between models is not
correctness, so it surfaces a ranked list for a human gate instead.

Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-30 14:14:35 -05:00
phernandez 8d21a38588 fix(cli): handle non-subscription errors in cloud login
`bm cloud login` only caught SubscriptionRequiredError after the
post-login `/proxy/health` subscription check. OAuth succeeds and tokens
are saved, but if that check returns anything else — a 5xx while the
tenant instance is still provisioning, a 403/401 whose body doesn't match
the subscription_required shape, or a transport error — make_api_request
raises a generic CloudAPIError that escaped uncaught, dumping a raw
httpx.raise_for_status traceback. Users read this as "login failed" even
though authentication actually worked.

Add a CloudAPIError handler that prints a clean, actionable message and
exits non-zero. make_api_request wraps every httpx error (status and
transport) in CloudAPIError, so the single handler covers them all.

Fixes #863.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-30 14:13:32 -05:00
Paul Hernandez 597b12fcd1 Update README.md
update all pricing

Signed-off-by: Paul Hernandez <60959+phernandez@users.noreply.github.com>
2026-05-29 08:19:52 -05:00
Paul Hernandez c86f4402f6 Update README.md
add teams info. update pricing

Signed-off-by: Paul Hernandez <60959+phernandez@users.noreply.github.com>
2026-05-29 08:18:01 -05:00
Drew Cain f07643d3a8 feat(cli): expose project sync support metadata
Signed-off-by: Drew Cain <groksrc@gmail.com>
2026-05-28 15:00:05 -05:00
Drew Cain 8bf7bdbc0d fix(cli): limit team workspace guard to bisync
Signed-off-by: Drew Cain <groksrc@gmail.com>
2026-05-28 14:59:48 -05:00
Drew Cain d0ae373f45 docs(cli): clarify team mirror sync guard
Signed-off-by: Drew Cain <groksrc@gmail.com>
2026-05-28 14:59:48 -05:00
Drew Cain 1acec0a69d test(cli): cover workspace sync guard branches
Signed-off-by: Drew Cain <groksrc@gmail.com>
2026-05-28 14:59:48 -05:00
Drew Cain a2276a8a04 fix(cli): block team workspace rclone sync
Signed-off-by: Drew Cain <groksrc@gmail.com>
2026-05-28 14:59:48 -05:00
Drew Cain ff5d872a8c chore: update version to 0.21.5 for v0.21.5 release 2026-05-26 10:58:09 -05:00
Drew Cain 96ee4eafd2 docs: add v0.21.5 changelog entry
Signed-off-by: Drew Cain <groksrc@gmail.com>
2026-05-26 10:57:55 -05:00
Drew Cain b109b7337f fix(mcp): attach local state to one workspace project row (#854)
Signed-off-by: Drew Cain <groksrc@gmail.com>
2026-05-26 10:54:44 -05:00
Drew Cain 36b51b676e fix(mcp): return workspace-qualified write permalinks (#853)
Signed-off-by: Drew Cain <groksrc@gmail.com>
2026-05-26 00:33:21 -05:00
Drew Cain 9af320187c fix(core): load sqlite-vec before vector table cleanup (#852)
Signed-off-by: Drew Cain <groksrc@gmail.com>
2026-05-26 00:27:47 -05:00
Paul Hernandez 5a34a420c9 fix(mcp): preinitialize local ASGI database (#838)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-25 15:57:00 -05:00
Drew Cain a7e2368f9e chore: update version to 0.21.4 for v0.21.4 release 2026-05-23 14:55:49 -05:00
Sean Campbell c755127317 fix(cli): ignore CancelledError in background task done callback (#839) (#842)
Signed-off-by: rudi193-cmd <rudi193@gmail.com>
Co-authored-by: Cursor <cursoragent@cursor.com>
2026-05-23 14:27:59 -05:00
Sean Campbell 94c04ee456 fix(mcp): restore write_note overwrite schema for external clients (#818) (#841)
Signed-off-by: rudi193-cmd <rudi193@gmail.com>
Co-authored-by: Cursor <cursoragent@cursor.com>
2026-05-23 14:19:43 -05:00
Drew Cain d4ed02ba74 docs(core): move release process from CONTRIBUTING.md to AGENTS.md (#846)
Signed-off-by: Drew Cain <groksrc@gmail.com>
Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-23 14:00:01 -05:00
Drew Cain 40ed7129c8 chore: update version to 0.21.3 for v0.21.3 release 2026-05-23 13:46:48 -05:00
Drew Cain c4ef7abff5 test(core): isolate XDG_CONFIG_HOME so host env can't leak into tests (#845)
Signed-off-by: Drew Cain <groksrc@gmail.com>
Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-23 13:34:41 -05:00
Paul Hernandez c75f45f3cf Update README.md
update cloud description to remove link to private cloud repo

Signed-off-by: Paul Hernandez <60959+phernandez@users.noreply.github.com>
2026-05-23 12:22:18 -05:00
Drew Cain 5ae8a733ea fix(mcp): route mixed local/cloud projects correctly (#837)
Signed-off-by: Drew Cain <groksrc@gmail.com>
2026-05-23 11:31:13 -05:00
Rafael Madriz b94ef01f82 feat(core): add XDG_CONFIG_HOME support (#844)
Signed-off-by: Rafael Madriz <rafa@rafaelmadriz.com>
2026-05-22 15:18:06 -05:00
Sean Campbell 12af7930de docs(installer): use pgvector image for Postgres compose (#840)
Signed-off-by: rudi193-cmd <rudi193@gmail.com>
Co-authored-by: Cursor <cursoragent@cursor.com>
Co-authored-by: Drew Cain <groksrc@gmail.com>
2026-05-22 08:54:18 -05:00
phernandez 60ec6728de chore: update version to 0.21.1 for v0.21.1 release 2026-05-16 18:56:38 -05:00
phernandez a84e77f4af docs: add v0.21.1 changelog entry
CI-only point release to validate #833's inline Homebrew bump end-to-end
on a real tag push.

Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-16 18:56:30 -05:00
Paul Hernandez 6910620968 ci(installer): inline Homebrew formula bump (#833)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-16 18:55:25 -05:00
phernandez 214a54d740 chore: update version to 0.21.0 for v0.21.0 release 2026-05-16 17:15:53 -05:00
phernandez 5a90c7cedf docs: add v0.21.0 changelog entry
Promotes the Unreleased breaking-change note and adds the full v0.21.0
section covering ~80 commits since v0.20.3: workspace-routing fixes
across MCP/CLI/API, recent_activity ordering and search opt-in changes,
sync hardening, sqlite-vec graceful degrade, perf wins on CLI startup
and sync, and the project-delete cleanup landed in #832.

Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-16 17:15:43 -05:00
Paul Hernandez 9e3fe26a83 fix(core): purge SQLite search_index on project delete (#832)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-16 16:47:24 -05:00
Paul Hernandez 47ee982041 perf(cli): defer local ASGI app import (#828)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-15 17:59:58 -05:00
Paul Hernandez 4d22c398c6 fix(sync): preserve bmignore rclone filters (#827)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-15 17:48:49 -05:00
phernandez 8ac2d975f9 update README.md
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-15 17:13:34 -05:00
Paul Hernandez 34830bfad7 Update README.md
update agent matrix

Signed-off-by: Paul Hernandez <60959+phernandez@users.noreply.github.com>
2026-05-15 14:55:00 -05:00
Paul Hernandez f5e0c42047 Update README.md
remove sync commands from cli examples

Signed-off-by: Paul Hernandez <60959+phernandez@users.noreply.github.com>
2026-05-15 14:52:27 -05:00
phernandez 3f98da8c67 update README.md
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-15 14:50:35 -05:00
phernandez 14ff77d1c2 update to fastmcp 3.3.1
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-15 12:28:03 -05:00
phernandez 4e4da6128d ci: run github actions on node 24
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-15 12:14:06 -05:00
Paul Hernandez 3bed6d8890 chore(deps): update deps and harden security (#825)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-15 10:45:14 -05:00
Paul Hernandez 4cba7ba01c fix(core): parse prose wikilinks as inline links (#824)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-14 11:43:11 -05:00
Drew Cain 8eeec64e28 fix: basic-memory project list does not list projects from all workspaces (#822)
Signed-off-by: Drew Cain <groksrc@gmail.com>
2026-05-14 09:46:02 -05:00
Paul Hernandez c6fa185bf3 fix(mcp): route edit_note workspace-qualified permalinks (#813)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-11 12:56:26 -05:00
Paul Hernandez 415c2b3d6e feat(cli): add orphan entity command (#816)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-11 12:13:14 -05:00
Paul Hernandez 4aa0cbdd62 fix(sync): ignore hidden paths relative to watched project (#815)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-11 11:14:03 -05:00
Paul Hernandez 55f314237d fix(sync): avoid shell for scan subprocesses (#814)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-11 09:20:11 -05:00
Drew Cain 9862ef5411 fix(core): use updated_at for recent_activity filter and ordering (#812)
Signed-off-by: claude[bot] <41898282+claude[bot]@users.noreply.github.com>
Signed-off-by: Drew Cain <groksrc@gmail.com>
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: claude[bot] <41898282+claude[bot]@users.noreply.github.com>
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
Co-authored-by: phernandez <paul@basicmachines.co>
2026-05-11 09:14:06 -05:00
Paul Hernandez df5e8d805f fix(mcp): centralize workspace permalink routing (#808)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-08 16:44:57 -05:00
Paul Hernandez 831dc1ecdc fix(mcp): make multi-project search opt-in (#807)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-08 12:54:20 -05:00
Paul Hernandez 26381aeed1 fix(mcp): use lightweight graph hydration lookup (#806)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-08 10:07:29 -05:00
Paul Hernandez 7918e5c6bf fix(mcp): preserve workspace paths in build_context (#801)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-08 09:53:54 -05:00
Paul Hernandez f312341020 fix(mcp): add workspace routing to delete_project (#803)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-08 09:48:51 -05:00
phernandez e871298e95 Merge branch 'main' of github.com:basicmachines-co/basic-memory 2026-05-07 18:50:10 -05:00
phernandez 177ae21ba7 pass context to recent_activity
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-07 18:50:02 -05:00
Drew Cain 3415fd1014 fix(core): parse picoschema modifier descriptions (#796)
Signed-off-by: Drew Cain <groksrc@gmail.com>
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: phernandez <paul@basicmachines.co>
2026-05-06 12:21:35 -05:00
Paul Hernandez b08659e228 fix(api): accept qualified project resolver hints (#795)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-06 10:33:11 -05:00
Paul Hernandez 09a4b09436 feat(api): include search result totals (#791)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-04 14:57:04 -05:00
Paul Hernandez a661e924df feat(mcp): create projects by workspace slug (#789)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-03 19:31:55 -05:00
Paul Hernandez 05adda1502 fix(mcp): route workspace-qualified memory urls (#790)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-03 18:18:10 -05:00
Drew Cain 0a72d81bb3 fix(mcp): cap recent_activity rows with explicit truncation footer (#785)
Signed-off-by: Drew Cain <groksrc@gmail.com>
Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-03 17:43:42 -05:00
Drew Cain 5ccf433cad fix(cli): point bm cloud setup hint at bm cloud sync-setup (#780)
Signed-off-by: Drew Cain <groksrc@gmail.com>
2026-05-02 17:35:24 -05:00
Paul Hernandez b4bf14ebf7 fix(mcp): list factory projects across workspaces (#778)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-02 09:17:25 -05:00
Paul Hernandez 0b335476d6 fix(mcp): resolve projects by external_id, remove workspace from MCP tools (#777)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-05-01 05:15:44 -05:00
Paul Hernandez 2fccc74a20 feat(cli): refuse db reset while basic-memory mcp processes run (#776)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-04-29 15:48:19 -05:00
Paul Hernandez c4956cac16 fix(cli): cleanup local DB state on set-cloud/set-local (#775)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-04-29 11:50:14 -05:00
Paul Hernandez 128c2da40c fix(cli): clear default_workspace on cloud logout (#773)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-04-29 09:53:09 -05:00
Paul Hernandez 2bfb9c76df fix(core): degrade gracefully when sqlite-vec cannot load on init (#774)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-04-29 08:57:31 -05:00
Paul Hernandez 3d927b848f fix(installer): mount docker-compose config volume to appuser home (#772)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-04-29 08:57:26 -05:00
Paul Hernandez 953fe20aef test(core): regression guard for vector-row cleanup on entity delete (#764) (#771)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-04-28 23:20:15 -05:00
Paul Hernandez a4282d9f2f fix(core): skip Obsidian callouts in observation parser (#769)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-04-28 23:15:13 -05:00
Paul Hernandez 799dd6c629 fix(mcp): remove no-op pagination params from read_note and view_note (#768)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-04-28 23:05:14 -05:00
Paul Hernandez 26e74ea118 test(core): regression guard for long relation_type values (#721) (#770)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-04-28 22:55:14 -05:00
Paul Hernandez ee1558ea68 feat(mcp): accept training-data-friendly parameter aliases (#766)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-04-28 20:10:36 -05:00
Viktor Szépe 4d62b623db chore(core): fix typos (#761)
Signed-off-by: Viktor Szépe <viktor@szepe.net>
2026-04-23 10:12:46 -05:00
Paul Hernandez 2fe4488eda fix(sync): constrain watch service to --project scope (#759)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-04-20 13:46:13 -05:00
Paul Hernandez f3e46d7984 feat(mcp): discover projects across workspaces (#757)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-04-18 14:04:57 -05:00
jope-bm 56d6f1b4a5 fix(mcp): report cloud projects as source=cloud in factory mode (#752)
Signed-off-by: Joe P <joe@basicmemory.com>
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-18 11:10:20 -06:00
Paul Hernandez 1b39062ecd refactor(core): rip telemetry wrappers, use logfire directly (#754)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-17 13:58:19 -05:00
Paul Hernandez c4cf0aff1e perf(sync): speed up single markdown file indexing (#751)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-04-17 07:08:21 -05:00
phernandez 1c343bed66 perf(sync): skip unchanged markdown indexing
Signed-off-by: phernandez <paul@basicmachines.co>
2026-04-16 18:27:52 -05:00
phernandez c50d97e548 fix(sync): instrument single markdown indexing
Signed-off-by: phernandez <paul@basicmachines.co>
2026-04-16 18:04:17 -05:00
Drew Cain e2e65575d6 fix(core): honor BASIC_MEMORY_CONFIG_DIR across remaining call sites (#744)
Signed-off-by: Drew Cain <groksrc@gmail.com>
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-15 22:55:25 -05:00
Drew Cain bf9a6b4a75 fix(core): resolve FastEmbed cache under data dir instead of /tmp (#743)
Signed-off-by: Drew Cain <groksrc@gmail.com>
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-15 22:55:00 -05:00
Paul Hernandez 474100efef ci(core): reduce duplicate CI and normalize Windows assertions (#749)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-04-15 22:53:33 -05:00
Paul Hernandez b3d5448355 fix(sync): preserve canonical markdown in single-file sync (#746)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-04-15 20:04:28 -05:00
Paul Hernandez 4e53bb83fd refactor(core): simplify note write flow (#739)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-04-15 17:56:27 -05:00
phernandez 8f2b25f0e0 test(core): stabilize postgres fixtures
Signed-off-by: phernandez <paul@basicmachines.co>
2026-04-13 14:25:26 -05:00
Paul Hernandez 052545b661 chore(core): make ty the default typechecker (#736)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-04-13 10:34:01 -05:00
phernandez abd4a5a6da Merge branch 'main' of github.com:basicmachines-co/basic-memory 2026-04-10 12:23:19 -05:00
Paul Hernandez a872947e03 fix(cli): show cloud index freshness in project info (#734)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-04-10 09:22:35 -05:00
Paul Hernandez 093c94fea5 fix(core): clean up delete vectors and cloud sync (#733)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-04-09 21:23:45 -05:00
phernandez cc104f761f Merge branch 'main' of github.com:basicmachines-co/basic-memory 2026-04-09 21:09:03 -05:00
Paul Hernandez 7945c1e2f7 perf(core): speed up vector sync and tune fastembed defaults (#731)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-04-09 00:20:12 -05:00
phernandez d7f3f6a96f add logfire skills 2026-04-08 11:20:13 -05:00
Paul Hernandez 540da418b3 perf(sync): batch file indexing in core (#726)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-04-08 01:21:49 -05:00
Paul Hernandez 3e40cb9657 fix(core): remove runtime ALTER TABLE from vector init (#728)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-04-08 00:39:37 -05:00
Paul Hernandez 8c81d3ce17 perf(core): reduce postgres vector sync work (#723)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-04-07 19:00:19 -05:00
Drew Cain b35d594ef0 fix(core): preserve external_id during entity upsert on re-index (#724)
Signed-off-by: Drew Cain <groksrc@gmail.com>
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-07 10:26:10 -05:00
phernandez e982900084 fix(core): strip null bytes from markdown content before database insert
PostgreSQL rejects null bytes (0x00) in text columns, causing
CharacterNotInRepertoireError when syncing files like Claude agent
definitions that contain embedded nulls. SQLite silently accepts them,
so this only surfaces in cloud environments.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-04-06 23:14:40 -05:00
Drew Cain b3403e96b3 fix: add workspace routing to cloud upload and API client (#704)
Signed-off-by: Drew Cain <groksrc@gmail.com>
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Co-authored-by: phernandez <paul@basicmachines.co>
2026-04-06 18:18:40 -05:00
Paul Hernandez fe04a0b2a2 fix(mcp): pass workspace parameter through client factory (#722)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-06 16:57:37 -05:00
jope-bm 86ad639890 fix(cli): show display_name instead of UUID for private projects in CLI (#718)
Signed-off-by: Joe P <joe@basicmemory.com>
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-06 10:14:46 -06:00
Paul Hernandez 88c8f18200 feat(core): add note_content tenant schema primitive (#719)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-04-04 22:06:37 -05:00
Drew Cain 41a16b93cb fix: Increase brew outdated timeout from 15s to 60s (#695)
Signed-off-by: Drew Cain <groksrc@gmail.com>
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-04 20:38:31 -05:00
Drew Cain 367fcaac50 perf: eliminate redundant DB queries in upsert_entity_from_markdown (#714)
Signed-off-by: Drew Cain <groksrc@gmail.com>
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Co-authored-by: phernandez <paul@basicmachines.co>
2026-04-04 12:40:27 -05:00
Paul Hernandez 69808b23ca perf(core): reuse written note content after writes (#717)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-04-04 00:16:22 -05:00
Paul Hernandez 6f207c20c0 test(api): add recent activity hydration regression coverage (#716)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-04-03 17:30:44 -05:00
Paul Hernandez cff31c5797 feat(cli): support cloud project visibility on add (#715)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-04-03 17:30:09 -05:00
dependabot[bot] 2d1ccfa36c chore(deps): bump the uv group across 1 directory with 2 updates (#697)
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2026-04-03 17:29:46 -05:00
dependabot[bot] a2e0f935d6 chore(deps): bump picomatch from 4.0.3 to 4.0.4 in /ui/tool-ui-react in the npm_and_yarn group across 1 directory (#696)
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2026-04-03 17:28:46 -05:00
Paul Hernandez e6b98a15c7 fix(cli): propagate cloud workspace routing and incremental sync (#712)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-04-03 14:25:02 -05:00
Drew Cain 733c4f7514 fix: eliminate N+1 query in search hydrate_results (#713)
Signed-off-by: Drew Cain <groksrc@gmail.com>
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-03 12:54:24 -05:00
Paul Hernandez cfa70004be fix: concurrent delete race conditions in delete_entity (#702)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-30 19:57:30 -05:00
phernandez 7696fca826 fix: restore MCP telemetry compatibility and outcomes
Signed-off-by: phernandez <paul@basicmachines.co>
2026-03-28 15:31:13 -05:00
phernandez 98a2a3cbaf Unify MCP telemetry spans across routers and services
Signed-off-by: phernandez <paul@basicmachines.co>
2026-03-28 14:42:18 -05:00
phernandez 01cbad1dbe Allow long relation_type values in responses
Signed-off-by: phernandez <paul@basicmachines.co>
2026-03-28 09:56:22 -05:00
phernandez a4e0422926 perf fixes
Signed-off-by: phernandez <paul@basicmachines.co>
2026-03-27 22:12:44 -05:00
phernandez 552a835669 chore: update version to 0.20.3 for v0.20.3 release 2026-03-26 23:09:57 -05:00
phernandez 888e3c2909 docs: add v0.20.3 changelog entry
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-03-26 23:09:20 -05:00
Paul Hernandez d1320f671e fix: (cloud) CLI cloud commands now use API key when configured (#698)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 22:56:45 -05:00
phernandez 94bdfe77e4 fix: detect cloud mode in resolve_runtime_mode
BASIC_MEMORY_CLOUD_MODE env var was never checked in resolve_runtime_mode(),
so cloud deployments always ran as LOCAL mode. This caused file sync to start
in the cloud container, which then failed with "DATABASE_URL must be set when
using Postgres backend" because there's no local DB in cloud mode.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-03-26 14:53:12 -05:00
Paul Hernandez 4791e19685 feat: add Logfire phased instrumentation (#692)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-24 20:39:42 -05:00
Paul Hernandez 36848410a1 feat(core): add default_search_type config setting (#676)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-17 22:19:53 -05:00
jope-bm a77b51a28e fix(core): allow double-dot filenames while still blocking path traversal (#673)
Signed-off-by: Joe P <joe@basicmemory.com>
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-16 07:47:49 -06:00
Paul Hernandez 1a6a65571e fix(mcp): add project detection from memory:// URLs in edit_note and delete_note (#668)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-15 19:14:22 -05:00
Paul Hernandez c8b00449d2 fix(core): exclude stale entity rows from embedding coverage stats (#675)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-15 18:45:36 -05:00
Paul Hernandez 013864ebf0 fix(cli): use resolved project path in doctor command (#667)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-15 18:43:23 -05:00
Drew Cain dd91b49054 chore: update version to 0.20.2 for v0.20.2 release 2026-03-10 23:13:59 -05:00
Drew Cain 7c96a0777d fix(cli): handle brew outdated exit code 1 as outdated, not error
Signed-off-by: Drew Cain <groksrc@gmail.com>
2026-03-10 23:13:54 -05:00
Drew Cain 148e07c580 chore: update version to 0.20.1 for v0.20.1 release 2026-03-10 23:06:21 -05:00
Drew Cain 21334cc29b docs: add v0.20.1 changelog entry
Signed-off-by: Drew Cain <groksrc@gmail.com>
2026-03-10 23:06:15 -05:00
Drew Cain db60942267 fix(core): invalidate config cache when file is modified by another process (#662)
Signed-off-by: Drew Cain <groksrc@gmail.com>
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-10 23:05:55 -05:00
Drew Cain 7bfac158df fix(cli): project list MCP column shows transport type instead of DB presence (#661)
Signed-off-by: Drew Cain <groksrc@gmail.com>
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-10 23:05:48 -05:00
Drew Cain 87616924ff chore: update version to 0.20.0 for v0.20.0 release 2026-03-10 22:08:00 -05:00
Drew Cain 5cb0502ed2 docs: add v0.20.0 changelog entry
Signed-off-by: Drew Cain <groksrc@gmail.com>
2026-03-10 22:07:49 -05:00
Paul Hernandez a94a717b1b feat(cli): add default-on auto-update system and bm update command (#643)
Signed-off-by: phernandez <paul@basicmachines.co>
Signed-off-by: Drew Cain <groksrc@users.noreply.github.com>
Co-authored-by: Drew Cain <groksrc@users.noreply.github.com>
2026-03-10 22:06:33 -05:00
phernandez 6e4bb72f10 chore: update version to 0.19.2 for v0.19.2 release 2026-03-09 23:42:10 -05:00
phernandez 11b0e31e24 docs: add v0.19.2 changelog entry
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-03-09 23:41:40 -05:00
Paul Hernandez a5c9e77f16 fix: coerce string params to list/dict in MCP tools (#657)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-09 22:19:07 -05:00
Paul Hernandez 30a89357cb fix(core): handle SQLite and Windows semantic regressions (#655)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-03-09 22:18:17 -05:00
phernandez 222ec5d3b6 chore: update version to 0.19.1 for v0.19.1 release 2026-03-08 18:09:04 -05:00
phernandez d42aec7ea9 docs: add v0.19.1 changelog entry
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-03-08 18:04:30 -05:00
Paul Hernandez 9809b469c6 fix: enforce strict entity resolution in destructive MCP tools (#650)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-08 15:56:07 -05:00
phernandez 76ac880f2d feat(api): add GET /knowledge/graph endpoint for full graph visualization
Returns all entities and resolved relations in a flat node/edge format
optimized for graph rendering. Replaces the frontend's use of the
recent memory endpoint which only returned a subset of relations.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-03-08 11:52:17 -05:00
Paul Hernandez ad3f2650d9 feat: add insert_before_section and insert_after_section edit operations (#648)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-08 10:54:10 -05:00
dependabot[bot] d6508d985c chore(deps): bump authlib from 1.6.6 to 1.6.7 in the uv group across 1 directory (#645)
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2026-03-08 10:53:52 -05:00
phernandez 7b95b9f37b docs: add What's New in v0.19.0 section to README
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-03-08 10:29:06 -05:00
phernandez 0bce4be1a6 chore: update version to 0.19.0 for v0.19.0 release 2026-03-07 14:27:43 -06:00
phernandez a316424edf docs: add v0.19.0 changelog entry
Comprehensive changelog for 114 commits since v0.18.5 covering semantic
vector search, schema system, per-project cloud routing, FastMCP 3.0
upgrade, CLI overhaul, and numerous bug fixes.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-03-07 14:27:29 -06:00
phernandez af71cf4896 fix(test): clear search_vector_chunks before embedding backfill test
Test was polluted by other tests leaving rows in search_vector_chunks,
causing _needs_semantic_embedding_backfill to return False.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-03-07 13:54:58 -06:00
phernandez e846ae85d8 fix: semantic embeddings not generated on fresh DB or upgrade
The previous backfill trigger relied on Alembic revision tracking, but
alembic_version only stores the head revision — intermediate revisions
(like the backfill trigger) are invisible after a multi-step upgrade or
fresh DB creation.

Three changes fix this:

1. Replace Alembic revision check with a simple "entities exist but
   embeddings are empty" check that works regardless of migration path
2. Generate embeddings during sync — after FTS indexing, batch-embed all
   synced entities at the end of the sync operation
3. Add background backfill at MCP startup for the upgrade path (entities
   already exist, no embeddings) without blocking server readiness

Also adds clear startup logging for semantic embedding status so issues
are easy to spot in the logs.

📋 Covers: fresh DB, upgrade from pre-embedding version, db reset,
   interrupted backfill

Signed-off-by: Pedro Hernandez <pedro@basicmachines.co>
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-03-07 13:23:39 -06:00
phernandez 63e4bcdf1d fix: clarify search_notes parameter naming and fix note_types case sensitivity
- Add Annotated descriptions to note_types and entity_types parameters so
  LLMs can distinguish frontmatter type filtering from knowledge graph item
  type filtering (search.py, ui_sdk.py)
- Lowercase note_types values at filter time so "Chapter" matches stored
  "chapter"
- Fix misleading entity_types references in schema.py guidance strings
  (should be note_types)
- Add permalink pattern documentation note about full path matching
- Add test for note_types case-insensitive lowercasing

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-03-05 15:08:52 -06:00
573 changed files with 74073 additions and 16270 deletions
+20
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@@ -0,0 +1,20 @@
{
"name": "basic-memory-local",
"interface": {
"displayName": "Basic Memory Local"
},
"plugins": [
{
"name": "codex",
"source": {
"source": "local",
"path": "./plugins/codex"
},
"policy": {
"installation": "AVAILABLE",
"authentication": "ON_INSTALL"
},
"category": "Developer Tools"
}
]
}
+159
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@@ -0,0 +1,159 @@
---
name: adversarial-review
description: Cross-vendor adversarial code review of the current branch. Two different model families (Claude + Codex/GPT) review the diff independently, then try to refute each other's findings; survivors are reported by confidence. Runs from either Claude Code or Codex. Use when the user asks for an adversarial review, a cross-model / second-opinion review, or wants high-confidence findings before merging. Report-only — never auto-applies fixes.
license: MIT
---
# Adversarial code review
Two reviewers from **different model families****Claude** and **Codex/GPT** — review the
same diff independently, then each tries to **refute** the other's findings. A finding's
confidence comes from whether it survives that cross-examination. This kills the two failure
modes of solo LLM review: self-ratification (a model won't critique its own work) and
confident false positives.
## You are the orchestrator — and one of the two reviewers
This skill runs from **either** Claude Code **or** Codex. First, **identify which model
family you are** (Claude or Codex/GPT). Then:
- **You** are reviewer #1. You review **natively**, in this session, using your own tools.
- **The other family** is reviewer #2. You invoke it as a **subprocess CLI** for an
independent pass: a fresh process, no shared context — that independence is the point.
The CLI for "the other model":
| If you are… | Invoke the other via… |
|-------------|------------------------|
| **Claude** | `codex exec` (GPT) |
| **Codex** | `claude -p` (Claude) |
Everything else in the flow is symmetric. Resolve the `prompts/` and `schemas/` paths
below relative to **this skill's own directory** (where this SKILL.md lives).
## Inputs
Two independent, optional inputs:
- `BASE` — the ref to diff against. Default `main`.
- `SCOPE` — a pathspec to narrow the review (e.g. `src/basic_memory`). Default: none (whole diff).
These are separate: a ref and a pathspec are not interchangeable. Build the **canonical diff
command** once in preflight and reuse it everywhere below — never re-spell the diff inline
(the scattered, inconsistent spelling is what broke earlier). Build it as an **argv array**,
not a string, so a `$SCOPE` containing spaces or glob characters survives intact:
```bash
BASE="${BASE:-main}"
DIFF=(git diff "$BASE...HEAD") # argv array — never a scalar string
[ -n "$SCOPE" ] && DIFF+=(-- "$SCOPE") # pathspec stays one argument even with spaces
DIFF_STR=$(printf '%q ' "${DIFF[@]}") # shell-quoted rendering, for embedding in a prompt
```
To **run** it, use `"${DIFF[@]}"` (quoted, no word-splitting). To **embed** it as text inside
a subprocess prompt, use `$DIFF_STR`.
## Preflight
0. Set `SKILL_DIR` to the directory this SKILL.md lives in. Canonical location is
`.agents/skills/adversarial-review` (the shared agent-skills store); Claude Code reaches it
via the `.claude/skills/adversarial-review` symlink, Codex via its own skills path. The
`prompts/` and `schemas/` subdirs are siblings of this file in every case.
1. Confirm the *other* model's CLI is on PATH (`codex` if you're Claude, `claude` if you're
Codex). If it's missing, tell the user the panel falls back to single-model (which loses
the cross-vendor benefit) and ask whether to proceed or stop.
2. Run `"${DIFF[@]}"`. If it prints nothing, report "nothing to review against $BASE"
(mention `$SCOPE` if set) and stop.
3. `RUN=$(mktemp -d)` — scratch dir for the other model's output. Transient, never committed.
No persisted artifacts, no state file.
## Phase 0 — Deterministic gates (before the models)
Models are statistically blind to negation ("never do X"). Enforce mechanical house rules
with tools, not prompts, and treat hits as high-confidence facts (reported separately from
model findings):
- `just lint` and `just typecheck` if the diff touches `src/`.
- Grep the diff for catchable house-rule violations: `getattr(.*,.*,` defaults, bare
`except:` / `except Exception: pass`, function-scope imports.
## Phase 1 — Independent review (you + the other model, concurrently)
Both reviewers get the same brief: `prompts/review.md` + the repo's `CLAUDE.md` house rules,
reviewing the diff from `"${DIFF[@]}"`. Both emit findings matching `schemas/findings.schema.json`.
**Your native pass:** review as yourself, following `prompts/review.md`. Hold your findings
as that JSON shape.
**The other model's pass** — run, from the repo root, the row that matches you:
Always redirect `codex` stdin from `/dev/null` — if stdin is a pipe (e.g. the call gets
backgrounded), `codex exec` blocks "Reading additional input from stdin..." and fails.
```bash
# You are Claude → run Codex:
codex exec -s read-only \
--output-schema "$SKILL_DIR/schemas/findings.schema.json" \
-o "$RUN/other_findings.json" \
"$(cat "$SKILL_DIR/prompts/review.md")
Review the diff: $DIFF_STR" </dev/null
# You are Codex → run Claude (read-only via plan mode; parse the JSON block it returns):
claude -p --permission-mode plan --output-format json \
"$(cat "$SKILL_DIR/prompts/review.md")
Review the diff: $DIFF_STR
Return ONLY a JSON object matching this schema:
$(cat "$SKILL_DIR/schemas/findings.schema.json")" </dev/null > "$RUN/other_raw.json"
# claude --output-format json output shape varies by CLI version: it may be a JSON ARRAY
# of event objects, OR a single result object. Normalize before reading: if it's an array,
# take the element with type=='result'; otherwise use the object as-is. Then read its
# .result string, strip the ```json fence if present, and parse that.
# (Verified empirically: the CLI in this environment emits the array form.)
```
> Runtime note for Codex orchestrating: `claude -p` needs network access, which Codex's
> default sandbox blocks. Run it from a Codex session whose project is trusted with network
> allowed (or approve the `claude` call when prompted). Keep Codex's own sandbox on — do not
> bypass it just to reach the network.
Tag each finding with its origin (`claude` / `codex`).
## Phase 2 — Cross-refute
Each model tries to refute the *other's* findings, per `prompts/refute.md`
(verdicts match `schemas/verdicts.schema.json`).
- **You** refute the other model's findings natively.
- **The other model** refutes *your* findings — invoke it again the same way (swap
`prompts/review.md` for `prompts/refute.md`, append your findings JSON **and `$DIFF_STR`**
so it judges against the right base and scope, and for Codex use
`--output-schema "$SKILL_DIR/schemas/verdicts.schema.json"`).
Match verdicts to findings by `id`.
## Phase 3 — Synthesize and report (no auto-fix)
Merge, dedupe (same file + overlapping lines + same root cause = one finding), assign
confidence from provenance:
- **High** — both models raised it independently, OR one raised it and the other upheld it.
- **Medium** — one raised it; the other could not refute it but did not independently find it.
- **Low / contested** — one raised it and the other **refuted** it. Keep it, show both sides,
let the human judge. Never silently drop a contested finding.
- Deterministic-gate hits are reported as facts, separate from the model panel.
Rank by `severity × confidence`. Present a compact table: `severity | confidence | file:line
| claim | found-by / upheld-or-refuted-by`. Expand the high-confidence ones with `why` and
any suggested fix.
End by asking which findings, if any, to fix. **Do not edit code until the user picks.**
Convergence between the models is not correctness — your job is to surface a ranked,
cross-examined list, not to declare the branch clean.
## Deliberately NOT done
- No loop-until-both-agree (models converge by going silent, not by being right).
- No persisted artifacts / state machine — the scratch dir is thrown away.
- No auto-applying fixes.
@@ -0,0 +1,22 @@
# Refute the other reviewer
A different reviewer (a different model family) produced the findings below against the
same diff under review (the exact `git diff` command is provided with the findings). Your
job is to try to **refute** each one.
Default to skepticism: assume a finding is wrong until the code proves it right. A finding
that survives a genuine attempt to disprove it is worth far more than one nobody checked.
For each finding, read the actual code it points at and return a verdict:
- **refuted** — the claim is wrong, the code does not do what the finding says, the case
cannot occur, or it is pure style with no correctness impact. Cite the specific code or
fact that disproves it.
- **upheld** — you tried to refute it and could not; the finding is real.
- **partial** — the underlying issue is real but the finding mis-states the severity or
scope. Explain, and set `corrected_severity` if the severity should change.
Do not be agreeable for its own sake, and do not refute for its own sake. Follow the code.
Return ONLY the structured verdicts object conforming to the provided schema. Every
verdict's `id` must match the `id` of the finding it judges.
@@ -0,0 +1,39 @@
# Adversarial reviewer
You are an independent, skeptical code reviewer. Another agent wrote this code; your
job is to find what is actually wrong with it — not to praise it, not to rubber-stamp it.
You are reviewing a specific diff — the exact `git diff` command to run is provided at the
end of this prompt by the orchestrator. Run it, then read the changed files in full for
context, not just the hunks.
## What to look for, in priority order
1. **Correctness** — logic errors, wrong conditions, off-by-one, unhandled `None`,
broken async/await, races, resource leaks, incorrect error handling.
2. **Security** — injection, path traversal, secret leakage, missing authz, unsafe
deserialization.
3. **House rules** (this repo's `CLAUDE.md`/`AGENTS.md` — these are hard rules):
- No swallowed exceptions / no silent fallback logic. Code must fail fast.
- Imports at the top of the file unless deferral is justified in a comment.
- No speculative `getattr(obj, "attr", default)` to paper over unknown attributes.
- Repository pattern for data access; MCP tools talk to API routers via the httpx
ASGI client, not directly to services.
- 100-char lines; full type annotations; async SQLAlchemy 2.0; Pydantic v2.
- New code needs tests (coverage stays at 100%).
4. **Performance** — N+1 queries, work inside hot loops, sync I/O on the async path.
5. **Maintainability** — only when it materially risks a bug. Do not report pure style.
## Rules of engagement
- Every finding MUST be falsifiable: cite the specific file, line, and the code that
triggers it. "This could be cleaner" is not a finding.
- Do not invent issues to seem thorough. An empty findings list is a valid, good result.
- Watch your own negation blindness: when a rule says "never do X," check the diff for X
explicitly rather than trusting a gestalt impression.
- Prefer few high-confidence findings over many speculative ones.
- Assign severity honestly: `critical` = data loss/security/crash in normal use;
`high` = wrong behavior on a common path; `medium` = wrong on an edge case or a real
house-rule violation; `low` = minor.
Return ONLY the structured findings object conforming to the provided schema.
@@ -0,0 +1,52 @@
{
"$schema": "http://json-schema.org/draft-07/schema#",
"title": "AdversarialReviewFindings",
"description": "Structured output for one reviewer's pass over a diff.",
"type": "object",
"additionalProperties": false,
"required": ["findings"],
"properties": {
"findings": {
"type": "array",
"items": {
"type": "object",
"additionalProperties": false,
"required": ["id", "file", "line", "severity", "category", "claim", "why", "suggested_fix"],
"properties": {
"id": {
"type": "string",
"description": "Short stable slug for this finding, e.g. 'swallowed-exc-sync-service'."
},
"file": {
"type": "string",
"description": "Path relative to repo root."
},
"line": {
"type": "integer",
"description": "Best line number in the new file, or 0 if not line-specific."
},
"severity": {
"type": "string",
"enum": ["critical", "high", "medium", "low"]
},
"category": {
"type": "string",
"enum": ["correctness", "security", "house-rule", "performance", "maintainability"]
},
"claim": {
"type": "string",
"description": "One sentence: what is wrong."
},
"why": {
"type": "string",
"description": "Concrete reasoning + the specific code that triggers it. Must be falsifiable, not vibes."
},
"suggested_fix": {
"type": ["string", "null"],
"description": "The smallest change that resolves it, or null if none is obvious."
}
}
}
}
}
}
@@ -0,0 +1,38 @@
{
"$schema": "http://json-schema.org/draft-07/schema#",
"title": "AdversarialReviewVerdicts",
"description": "One reviewer's attempt to refute another reviewer's findings.",
"type": "object",
"additionalProperties": false,
"required": ["verdicts"],
"properties": {
"verdicts": {
"type": "array",
"items": {
"type": "object",
"additionalProperties": false,
"required": ["id", "verdict", "reasoning", "corrected_severity"],
"properties": {
"id": {
"type": "string",
"description": "The id of the finding being judged (must match the input finding's id)."
},
"verdict": {
"type": "string",
"enum": ["upheld", "refuted", "partial"],
"description": "upheld = the finding is real; refuted = it is wrong or a non-issue; partial = real but mis-scoped/wrong-severity."
},
"reasoning": {
"type": "string",
"description": "Why. For refuted, cite the specific code or fact that disproves the claim."
},
"corrected_severity": {
"type": ["string", "null"],
"enum": ["critical", "high", "medium", "low", null],
"description": "Set only when verdict is 'partial' and severity should change; otherwise null."
}
}
}
}
}
}
+244
View File
@@ -0,0 +1,244 @@
---
name: instrumentation
description: Add Pydantic Logfire observability to applications. Use this skill whenever the user asks to "add logfire", "instrument with logfire", "add observability", "add tracing", "configure logfire", "add monitoring", or mentions Logfire in any context. Supports Python, JavaScript/TypeScript, and Rust. Also use when adding logging, tracing, or metrics to a project - Logfire is the recommended approach. Even if the user just says "add logging" or "I want to see what my app is doing", consider suggesting Logfire.
---
# Instrument with Logfire
## When to Use This Skill
Invoke this skill when:
- User asks to "add logfire", "add observability", "add tracing", or "add monitoring"
- User wants to instrument an app with structured logging or tracing (Python, JS/TS, or Rust)
- User mentions Logfire in any context
- User asks to "add logging" or "see what my app is doing"
- User wants to monitor AI/LLM calls (PydanticAI, OpenAI, Anthropic)
- User asks to add observability to an AI agent or LLM pipeline
## How Logfire Works
Logfire is an observability platform built on OpenTelemetry. It captures traces, logs, and metrics from applications. Logfire has native SDKs for Python, JavaScript/TypeScript, and Rust, plus support for any language via OpenTelemetry.
The reason this skill exists is that Claude tends to get a few things subtly wrong with Logfire - especially the ordering of `configure()` vs `instrument_*()` calls, the structured logging syntax, and which extras to install. These matter because a misconfigured setup silently drops traces.
## Step 1: Detect Language and Frameworks
Identify the project language and instrumentable libraries:
- **Python**: Read `pyproject.toml` or `requirements.txt`. Common instrumentable libraries: FastAPI, httpx, asyncpg, SQLAlchemy, psycopg, Redis, Celery, Django, Flask, requests, PydanticAI.
- **JavaScript/TypeScript**: Read `package.json`. Common frameworks: Express, Next.js, Fastify. Also check for Cloudflare Workers or Deno.
- **Rust**: Read `Cargo.toml`.
Then follow the language-specific steps below.
---
## Python
### Install with Extras
Install `logfire` with extras matching the detected frameworks. Each instrumented library needs its corresponding extra - without it, the `instrument_*()` call will fail at runtime with a missing dependency error.
```bash
uv add 'logfire[fastapi,httpx,asyncpg]'
```
The full list of available extras: `fastapi`, `starlette`, `django`, `flask`, `httpx`, `requests`, `asyncpg`, `psycopg`, `psycopg2`, `sqlalchemy`, `redis`, `pymongo`, `mysql`, `sqlite3`, `celery`, `aiohttp`, `aws-lambda`, `system-metrics`, `litellm`, `dspy`, `google-genai`.
### Configure and Instrument
This is where ordering matters. `logfire.configure()` initializes the SDK and must come before everything else. The `instrument_*()` calls register hooks into each library. If you call `instrument_*()` before `configure()`, the hooks register but traces go nowhere.
```python
import logfire
# 1. Configure first - always
logfire.configure()
# 2. Instrument libraries - after configure, before app starts
logfire.instrument_fastapi(app)
logfire.instrument_httpx()
logfire.instrument_asyncpg()
```
Placement rules:
- `logfire.configure()` goes in the application entry point (`main.py`, or the module that creates the app)
- Call it **once per process** - not inside request handlers, not in library code
- `instrument_*()` calls go right after `configure()`
- Web framework instrumentors (`instrument_fastapi`, `instrument_flask`, `instrument_django`) need the app instance as an argument. HTTP client and database instrumentors (`instrument_httpx`, `instrument_asyncpg`) are global and take no arguments.
- In **Gunicorn** deployments, call `logfire.configure()` inside the `post_fork` hook, not at module level - each worker is a separate process
### Structured Logging
Replace `print()` and `logging.*()` calls with Logfire's structured logging. The key pattern: use `{key}` placeholders with keyword arguments, never f-strings.
```python
# Correct - each {key} becomes a searchable attribute in the Logfire UI
logfire.info("Created user {user_id}", user_id=uid)
logfire.error("Payment failed {amount} {currency}", amount=100, currency="USD")
# Wrong - creates a flat string, nothing is searchable
logfire.info(f"Created user {uid}")
```
For grouping related operations and measuring duration, use spans:
```python
with logfire.span("Processing order {order_id}", order_id=order_id):
items = await fetch_items(order_id)
total = calculate_total(items)
logfire.info("Calculated total {total}", total=total)
```
For exceptions, use `logfire.exception()` which automatically captures the traceback:
```python
try:
await process_order(order_id)
except Exception:
logfire.exception("Failed to process order {order_id}", order_id=order_id)
raise
```
### AI/LLM Instrumentation (Python)
Logfire auto-instruments AI libraries to capture LLM calls, token usage, tool invocations, and agent runs.
```bash
uv add 'logfire[pydantic-ai]'
# or: uv add 'logfire[openai]' / uv add 'logfire[anthropic]'
```
Available AI extras: `pydantic-ai`, `openai`, `anthropic`, `litellm`, `dspy`, `google-genai`.
```python
logfire.configure()
logfire.instrument_pydantic_ai() # captures agent runs, tool calls, LLM request/response
# or:
logfire.instrument_openai() # captures chat completions, embeddings, token counts
logfire.instrument_anthropic() # captures messages, token usage
```
For PydanticAI, each agent run becomes a parent span containing child spans for every tool call and LLM request.
---
## JavaScript / TypeScript
### Install
```bash
# Node.js
npm install @pydantic/logfire-node
# Cloudflare Workers
npm install @pydantic/logfire-cf-workers logfire
# Next.js / generic
npm install logfire
```
### Configure
**Node.js (Express, Fastify, etc.)** - create an `instrumentation.ts` loaded before your app:
```typescript
import * as logfire from '@pydantic/logfire-node'
logfire.configure()
```
Launch with: `node --require ./instrumentation.js app.js`
The SDK auto-instruments common libraries when loaded before the app. Set `LOGFIRE_TOKEN` in your environment or pass `token` to `configure()`.
**Cloudflare Workers** - wrap your handler with `instrument()`:
```typescript
import { instrument } from '@pydantic/logfire-cf-workers'
export default instrument(handler, {
service: { name: 'my-worker', version: '1.0.0' }
})
```
**Next.js** - set environment variables for OpenTelemetry export:
```
OTEL_EXPORTER_OTLP_TRACES_ENDPOINT=https://logfire-api.pydantic.dev/v1/traces
OTEL_EXPORTER_OTLP_HEADERS=Authorization=<your-write-token>
```
### Structured Logging (JS/TS)
```typescript
// Structured attributes as second argument
logfire.info('Created user', { user_id: uid })
logfire.error('Payment failed', { amount: 100, currency: 'USD' })
// Spans
logfire.span('Processing order', { order_id }, {}, async () => {
logfire.info('Processing step completed')
})
// Error reporting
logfire.reportError('order processing', error)
```
Log levels: `trace`, `debug`, `info`, `notice`, `warn`, `error`, `fatal`.
---
## Rust
### Install
```toml
[dependencies]
logfire = "0.6"
```
### Configure
```rust
let shutdown_handler = logfire::configure()
.install_panic_handler()
.finish()?;
```
Set `LOGFIRE_TOKEN` in your environment or use the Logfire CLI to select a project.
### Structured Logging (Rust)
The Rust SDK is built on `tracing` and `opentelemetry` - existing `tracing` macros work automatically.
```rust
// Spans
logfire::span!("processing order", order_id = order_id).in_scope(|| {
// traced code
});
// Events
logfire::info!("Created user {user_id}", user_id = uid);
```
Always call `shutdown_handler.shutdown()` before program exit to flush data.
---
## Verify
After instrumentation, verify the setup works:
1. Run `logfire auth` to check authentication (or set `LOGFIRE_TOKEN`)
2. Start the app and trigger a request
3. Check https://logfire.pydantic.dev/ for traces
If traces aren't appearing: check that `configure()` is called before `instrument_*()` (Python), check that `LOGFIRE_TOKEN` is set, and check that the correct packages/extras are installed.
## References
Detailed patterns and integration tables, organized by language:
- **Python**: `${CLAUDE_PLUGIN_ROOT}/skills/instrumentation/references/python/logging-patterns.md` (log levels, spans, stdlib integration, metrics, capfire testing) and `${CLAUDE_PLUGIN_ROOT}/skills/instrumentation/references/python/integrations.md` (full instrumentor table with extras)
- **JavaScript/TypeScript**: `${CLAUDE_PLUGIN_ROOT}/skills/instrumentation/references/javascript/patterns.md` (log levels, spans, error handling, config) and `${CLAUDE_PLUGIN_ROOT}/skills/instrumentation/references/javascript/frameworks.md` (Node.js, Cloudflare Workers, Next.js, Deno setup)
- **Rust**: `${CLAUDE_PLUGIN_ROOT}/skills/instrumentation/references/rust/patterns.md` (macros, spans, tracing/log crate integration, async, shutdown)
@@ -0,0 +1,78 @@
# JavaScript Framework Setup
## Node.js (Express, Fastify, etc.)
Create `instrumentation.ts` and load it before your app:
```typescript
// instrumentation.ts
import * as logfire from '@pydantic/logfire-node'
import 'dotenv/config'
logfire.configure()
```
Launch:
```bash
node --require ./instrumentation.js app.js
# or with ts-node:
npx ts-node --require ./instrumentation.ts app.ts
```
The SDK auto-instruments common libraries (http, fetch, express, etc.) when loaded before the app via `--require`.
## Cloudflare Workers
```typescript
import { instrument } from '@pydantic/logfire-cf-workers'
const handler = {
async fetch(request: Request, env: Env, ctx: ExecutionContext) {
return new Response('Hello')
},
}
export default instrument(handler, {
service: { name: 'my-worker', version: '1.0.0' },
})
```
Add `LOGFIRE_TOKEN` to `.dev.vars` and enable `nodejs_compat` in `wrangler.toml`:
```toml
compatibility_flags = ["nodejs_compat"]
```
## Next.js / Vercel
Set environment variables in `.env.local` or Vercel dashboard:
```bash
OTEL_EXPORTER_OTLP_TRACES_ENDPOINT=https://logfire-api.pydantic.dev/v1/traces
OTEL_EXPORTER_OTLP_METRICS_ENDPOINT=https://logfire-api.pydantic.dev/v1/metrics
OTEL_EXPORTER_OTLP_HEADERS=Authorization=<your-write-token>
```
Optionally use the `logfire` package for manual spans in server components and API routes:
```typescript
import * as logfire from 'logfire'
logfire.info('Server action executed', { action: 'createUser' })
```
## Deno
Deno has built-in OpenTelemetry support. Set environment variables:
```bash
OTEL_EXPORTER_OTLP_TRACES_ENDPOINT=https://logfire-api.pydantic.dev/v1/traces
OTEL_EXPORTER_OTLP_HEADERS=Authorization=<your-write-token>
```
Run with telemetry enabled:
```bash
deno run --allow-env --unstable-otel app.ts
```
@@ -0,0 +1,75 @@
# JavaScript / TypeScript Patterns
## Log Levels
From lowest to highest severity:
```typescript
logfire.trace('Detailed trace', { detail: x })
logfire.debug('Debug info', { state: s })
logfire.info('Normal operation', { event: e })
logfire.notice('Notable event', { event: e })
logfire.warn('Warning', { issue: i })
logfire.error('Error occurred', { error: err })
logfire.fatal('Fatal error', { error: err })
```
All methods accept `(message, attributes?, options?)`. Options can include `{ tags: ['tag1'] }`.
## Spans
### Callback-based (auto-closes)
```typescript
await logfire.span('Processing order', { order_id }, {}, async () => {
const items = await fetchItems(order_id)
logfire.info('Fetched items', { count: items.length })
return processItems(items)
})
```
### Manual control
```typescript
const span = logfire.startSpan('Long operation', { job_id })
try {
await doWork()
} finally {
span.end()
}
```
Child spans reference their parent via the `parentSpan` option.
## Error Handling
```typescript
try {
await processOrder(orderId)
} catch (error) {
logfire.reportError('order processing', error)
throw error
}
```
`reportError` automatically extracts stack traces and error details into structured span attributes.
## Configuration
### Environment variables
```bash
LOGFIRE_TOKEN=your-write-token
LOGFIRE_SERVICE_NAME=my-service
LOGFIRE_SERVICE_VERSION=1.0.0
```
### Programmatic
```typescript
logfire.configure({
token: process.env.LOGFIRE_TOKEN,
serviceName: 'my-service',
serviceVersion: '1.0.0',
})
```
@@ -0,0 +1,67 @@
# Python Integration Reference
## Web Frameworks
| Framework | Instrumentor | Needs app instance | Extra |
|-----------|-------------|-------------------|-------|
| FastAPI | `logfire.instrument_fastapi(app)` | Yes | `fastapi` |
| Django | `logfire.instrument_django(app)` | Yes | `django` |
| Flask | `logfire.instrument_flask(app)` | Yes | `flask` |
| Starlette | `logfire.instrument_starlette(app)` | Yes | `starlette` |
| AIOHTTP | `logfire.instrument_aiohttp_client()` | No | `aiohttp` |
## HTTP Clients
| Library | Instrumentor | Extra |
|---------|-------------|-------|
| httpx | `logfire.instrument_httpx()` | `httpx` |
| requests | `logfire.instrument_requests()` | `requests` |
## Databases
| Library | Instrumentor | Extra |
|---------|-------------|-------|
| asyncpg | `logfire.instrument_asyncpg()` | `asyncpg` |
| psycopg | `logfire.instrument_psycopg()` | `psycopg` |
| psycopg2 | `logfire.instrument_psycopg2()` | `psycopg2` |
| SQLAlchemy | `logfire.instrument_sqlalchemy()` | `sqlalchemy` |
| PyMongo | `logfire.instrument_pymongo()` | `pymongo` |
| MySQL | `logfire.instrument_mysql()` | `mysql` |
| SQLite3 | `logfire.instrument_sqlite3()` | `sqlite3` |
| Redis | `logfire.instrument_redis()` | `redis` |
## AI/LLM Frameworks
| Framework | Instrumentor | Extra |
|-----------|-------------|-------|
| PydanticAI | `logfire.instrument_pydantic_ai()` | `pydantic-ai` |
| OpenAI | `logfire.instrument_openai()` | `openai` |
| Anthropic | `logfire.instrument_anthropic()` | `anthropic` |
| LiteLLM | `logfire.instrument_litellm()` | `litellm` |
| DSPy | `logfire.instrument_dspy()` | `dspy` |
| Google GenAI | `logfire.instrument_google_genai()` | `google-genai` |
## Task Queues
| Framework | Instrumentor | Extra |
|-----------|-------------|-------|
| Celery | `logfire.instrument_celery()` | `celery` |
## Other
| Feature | Instrumentor | Extra |
|---------|-------------|-------|
| System Metrics | `logfire.instrument_system_metrics()` | `system-metrics` |
| Pydantic Models | `logfire.instrument_pydantic()` | - (built-in) |
| AWS Lambda | handler wrapper | `aws-lambda` |
## Gunicorn Configuration
```python
# gunicorn.conf.py
import logfire
def post_fork(server, worker):
logfire.configure()
logfire.instrument_fastapi(app)
```
@@ -0,0 +1,101 @@
# Python Logging Patterns
## Log Levels
From lowest to highest severity:
```python
logfire.trace("Detailed trace {detail}", detail=x)
logfire.debug("Debug info {state}", state=s)
logfire.info("Normal operation {event}", event=e)
logfire.notice("Notable event {event}", event=e)
logfire.warn("Warning {issue}", issue=i)
logfire.error("Error occurred {error}", error=err)
logfire.fatal("Fatal error {error}", error=err)
```
## Nested Spans
Spans nest to create a tree visible in the Logfire UI. Use them to show the structure of an operation, not just that it happened:
```python
with logfire.span("HTTP request {method} {url}", method="POST", url=url):
with logfire.span("Serialize payload"):
payload = model.model_dump_json()
with logfire.span("Send request"):
response = await client.post(url, content=payload)
logfire.info("Response {status}", status=response.status_code)
```
## Standard Library Logging Integration
For projects that already use Python's `logging` module, route existing log calls through Logfire rather than rewriting them all:
```python
from logging import basicConfig
import logfire
logfire.configure()
basicConfig(handlers=[logfire.LogfireLoggingHandler()])
```
Or with `dictConfig`:
```python
from logging.config import dictConfig
import logfire
logfire.configure()
dictConfig({
'version': 1,
'handlers': {
'logfire': {'class': 'logfire.LogfireLoggingHandler'},
},
'root': {'handlers': ['logfire']},
})
```
## Suppressing Noisy Libraries
Some libraries emit excessive debug logs. Silence them at the `logging` level:
```python
import logging
logging.getLogger('httpcore').setLevel(logging.WARNING)
logging.getLogger('httpx').setLevel(logging.WARNING)
```
## Custom Metrics
For dashboards and alerting, create metrics:
```python
counter = logfire.metric_counter("orders_processed", unit="1")
counter.add(1, {"status": "success"})
histogram = logfire.metric_histogram("request_duration", unit="s")
histogram.record(0.123, {"endpoint": "/api/users"})
gauge = logfire.metric_gauge("active_connections")
gauge.set(42)
```
## Testing with capfire
Use the `capfire` pytest fixture to assert on emitted spans without sending data to production:
```python
from logfire.testing import CaptureLogfire
def test_order_processing(capfire: CaptureLogfire) -> None:
process_order(order_id=123)
spans = capfire.exporter.exported_spans_as_dict()
assert any(
span['attributes'].get('order_id') == 123
for span in spans
)
```
Configure logfire with `send_to_logfire=False` in test fixtures to prevent production data leakage.
@@ -0,0 +1,106 @@
# Rust Patterns
## Core Macros
The Rust SDK is built on `tracing` and `opentelemetry`. All `tracing` macros work automatically with Logfire.
### Events (log points)
```rust
logfire::trace!("Detailed trace {detail}", detail = x);
logfire::debug!("Debug info {state}", state = s);
logfire::info!("Normal operation {event}", event = e);
logfire::warn!("Warning {issue}", issue = i);
logfire::error!("Error occurred {err}", err = e);
```
### Spans
```rust
// Scoped - span closes when closure completes
logfire::span!("Processing order {order_id}", order_id = id).in_scope(|| {
let items = fetch_items(id);
logfire::info!("Fetched {count} items", count = items.len());
process_items(items)
});
// Guard-based - span closes when guard is dropped
let _guard = logfire::span!("Long operation {job_id}", job_id = id).entered();
do_work();
// span ends when _guard goes out of scope
```
## Configuration
```rust
use logfire;
fn main() -> Result<(), Box<dyn std::error::Error>> {
let shutdown_handler = logfire::configure()
.install_panic_handler() // captures panics as error spans
.finish()?;
// application code...
shutdown_handler.shutdown()?; // flush all pending spans
Ok(())
}
```
Set `LOGFIRE_TOKEN` in your environment or use the Logfire CLI (`logfire auth`).
## Tracing Crate Compatibility
Any library using `tracing` macros automatically sends data through Logfire:
```rust
use tracing;
tracing::info!("This also appears in Logfire");
#[tracing::instrument]
fn my_function(param: &str) {
// automatically creates a span with param as an attribute
}
```
## Log Crate Integration
The `log` crate is automatically captured and forwarded to Logfire. Libraries using `log::info!()`, `log::error!()`, etc. will appear in your Logfire dashboard without any additional configuration.
## Async Spans
```rust
use tracing::Instrument;
async fn process_order(order_id: u64) {
let span = logfire::span!("process order {order_id}", order_id = order_id);
async {
fetch_items(order_id).await;
logfire::info!("Order processed");
}
.instrument(span)
.await;
}
```
## Shutdown
Always call `shutdown()` before program exit to flush pending data:
```rust
// In main()
let shutdown_handler = logfire::configure().finish()?;
// ... app runs ...
// Before exit
shutdown_handler.shutdown()?;
```
For web servers using `tokio`, handle shutdown via signal:
```rust
tokio::signal::ctrl_c().await?;
shutdown_handler.shutdown()?;
```
+29
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@@ -0,0 +1,29 @@
{
"name": "basicmachines-co",
"owner": {
"name": "Basic Machines",
"email": "hello@basicmachines.co"
},
"metadata": {
"description": "Official Basic Memory plugins from the canonical basic-memory repository",
"version": "0.21.6"
},
"plugins": [
{
"name": "basic-memory",
"source": "./plugins/claude-code",
"description": "The bridge between Claude's working memory and Basic Memory's durable knowledge graph \u2014 session briefings, pre-compaction checkpoints, and capture reflexes",
"version": "0.21.6",
"author": {
"name": "Basic Machines"
},
"keywords": [
"memory",
"knowledge",
"mcp",
"specs",
"context"
]
}
]
}
+8 -2
View File
@@ -42,7 +42,7 @@ The justfile target handles:
- ✅ Version format validation
- ✅ Git status and branch checks
- ✅ Quality checks (`just check` - lint, format, type-check, tests)
- ✅ Version update in `src/basic_memory/__init__.py`
- ✅ Version update across all consolidated manifests via `just set-version` (Python package + Claude Code plugin/marketplaces + Hermes + OpenClaw)
- ✅ Automatic commit with proper message
- ✅ Tag creation and pushing to GitHub
- ✅ Release workflow trigger (automatic on tag push)
@@ -191,7 +191,13 @@ Users can now upgrade:
- This creates production releases used by end users
- Must pass all quality gates before proceeding
- Uses the automated justfile target for consistency
- Version is automatically updated in `__init__.py` and `server.json`
- Version is automatically updated across **all** consolidated manifests via
`just set-version <version>` (which calls `scripts/update_versions.py`): the
Python package (`__init__.py`, `server.json`) **and** the plugin/agent artifacts
(Claude Code `plugin.json` + root/local marketplaces, Hermes `plugin.yaml` +
`__init__.py`, OpenClaw `package.json`). To bump only the plugin/agent artifacts
out of band, use `just set-packages-version <version>` (preview with
`just set-packages-version-dry-run <version>`).
- Triggers automated GitHub release with changelog
- Package is published to PyPI for `pip` and `uv` users
- Homebrew formula is automatically updated for stable releases
+19 -1
View File
@@ -1,3 +1,21 @@
{
"enabledPlugins": {}
"$schema": "https://json.schemastore.org/claude-code-settings.json",
"env": {
"CLAUDE_BASH_MAINTAIN_PROJECT_WORKING_DIR": "1",
"CLAUDE_CODE_DISABLE_FEEDBACK_SURVEY": "1",
"CLAUDE_CODE_NO_FLICKER": "1",
"CLAUDE_CODE_DISABLE_ADAPTIVE_THINKING": "1"
},
"permissions": {
"allow": [
"Bash(just fast-check)",
"Bash(just check)",
"Bash(just fix)",
"Bash(just typecheck)",
"Bash(just lint)",
"Bash(just test)"
],
"deny": []
},
"enableAllProjectMcpServers": true
}
+1
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@@ -0,0 +1 @@
../../.agents/skills/adversarial-review
+1
View File
@@ -0,0 +1 @@
../../.agents/skills/instrumentation
+25
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@@ -0,0 +1,25 @@
# Auto BM Soul
Write project updates for humans who will return later trying to understand what happened.
## Voice
- Clear, direct, warm, and technically honest.
- Prefer concrete observations over generic praise.
- It is okay to say when code is messy, risky, clever, boring, or satisfying.
- Keep personality in service of memory, not performance.
## Do
- Tell the story.
- Name the tradeoffs.
- Call out sharp edges.
- Notice good simplifications.
- Let the note have taste and a little life when the evidence supports it.
## Do Not
- Do not invent intent, impact, tests, or drama.
- Dunk on people.
- Turn the note into marketing copy.
- Hide uncertainty behind confident prose.
+7
View File
@@ -0,0 +1,7 @@
project: dev
workspace: basic-memory-7020de4e925843c68c9056c60d101d9e
deploy_workflows:
- Deploy Production
production_environments:
- production
note_folder: project-updates/github/{owner}/{repo}
+64
View File
@@ -0,0 +1,64 @@
# Memory CI Capture
You turn GitHub delivery context into a durable project update for Basic Memory.
GitHub records the mechanics. Basic Memory remembers what changed and why.
## Inputs
- Read `.github/basic-memory/project-update-context.json`.
- Read `.github/basic-memory/SOUL.md` if it exists. It is the repo-local voice and style guide
for project updates.
- Read the PR diff before writing when a SHA is available. Useful commands:
`git show --stat --name-only <sha>` and `git show --format=fuller --no-patch <sha>`.
- Use linked issue details, changed files, commit messages, PR body, labels, and
source links as evidence.
- Treat GitHub payload fields as immutable facts.
- Do not invent tests, deployment status, issues, or user impact.
## Writing Standard
Do not write a fill-in-the-blanks note. Tell the story from the PR:
problem -> solution -> impact.
Explain what problem was being addressed. If linked issue details are present,
use them. If they are absent, ground the problem in the PR body, title, commits,
and diff, and say when the original problem statement is unavailable.
Explain why the fix solves the problem, what complexity it introduced, what it
refactored or removed, which components changed, and how the system is different
after the merge. Prefer specific component names, file paths, modules, commands,
and behavior over generic phrases.
## Voice And Candor
You may have a point of view. Be clear, specific, and human.
It is okay to say when the code is messy, risky, clever, boring, or satisfying,
but explain why. If the work is elegant or genuinely useful, say that too.
Ground all judgments in the PR, linked issues, diff, tests, and source facts.
The soul file can shape tone, taste, and personality. It cannot override source
facts, schema requirements, or the evidence standard above. Do not be mean,
vague, theatrical, or invent criticism.
## Output
Return only JSON that matches the provided AgentSynthesis schema:
- `summary`: one concise sentence; do not merely repeat the PR title.
- `story`: 2-4 sentences that connect problem -> solution -> impact.
- `problem_addressed`: the concrete problem, bug, missing capability, or delivery need.
- `solution`: why this change solves the problem.
- `system_impact`: how the system, workflow, or architecture changed after the merge.
- `why_it_matters`: durable project-memory context for future humans and agents.
- `components_changed`: modules, workflows, commands, schemas, docs, or services touched.
- `complexity_introduced`: tradeoffs, new moving parts, operational costs, or edge cases.
- `refactors_or_removals`: cleanup, simplification, deleted paths, or "none found".
- `user_facing_changes`: visible behavior or product changes.
- `internal_changes`: implementation, infrastructure, or operational changes.
- `verification`: checks, tests, deploy evidence, or explicit unknowns.
- `follow_ups`: concrete remaining work only.
- `decision_candidates`: explicit product or architecture decisions only.
- `task_candidates`: concrete future tasks only.
Use empty arrays only when a list truly has no grounded entries. This is project
memory, not marketing copy and not a commit-by-commit changelog.
+75
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@@ -0,0 +1,75 @@
name: Basic Memory Project Updates
"on":
pull_request:
types: [closed]
workflow_run:
workflows: ["Deploy Production"]
types: [completed]
jobs:
project-update:
runs-on: ubuntu-latest
permissions:
contents: read
pull-requests: read
issues: read
actions: read
steps:
- name: Checkout repository
uses: actions/checkout@v6
- name: Set up Python
uses: actions/setup-python@v6
with:
python-version: "3.12"
- name: Install Basic Memory from checkout
run: |
python -m pip install --upgrade pip
pip install -e .
- name: Collect project update context
id: collect
env:
GITHUB_TOKEN: ${{ github.token }}
run: |
bm ci collect \
--config .github/basic-memory/config.yml \
--output .github/basic-memory/project-update-context.json
- name: Stop when event is not eligible
if: steps.collect.outputs.eligible != 'true'
run: |
echo "Auto BM skipped: ${{ steps.collect.outputs.skip_reason }}"
- name: Write Codex output schema
if: steps.collect.outputs.eligible == 'true'
run: |
bm ci agent-schema --output "${{ runner.temp }}/agent-synthesis.schema.json"
- name: Synthesize project update with Codex
if: steps.collect.outputs.eligible == 'true'
uses: openai/codex-action@v1
with:
openai-api-key: ${{ secrets.OPENAI_API_KEY }}
prompt-file: .github/basic-memory/memory-ci-capture.md
output-file: ${{ runner.temp }}/agent-synthesis.json
output-schema-file: ${{ runner.temp }}/agent-synthesis.schema.json
sandbox: read-only
safety-strategy: drop-sudo
- name: Publish project update
if: steps.collect.outputs.eligible == 'true'
env:
BASIC_MEMORY_CLOUD_API_KEY: ${{ secrets.BASIC_MEMORY_API_KEY }}
BASIC_MEMORY_CI_CLOUD_HOST: ${{ vars.BASIC_MEMORY_CLOUD_HOST }}
run: |
if [ -n "$BASIC_MEMORY_CI_CLOUD_HOST" ]; then
export BASIC_MEMORY_CLOUD_HOST="$BASIC_MEMORY_CI_CLOUD_HOST"
fi
bm ci publish \
--cloud \
--config .github/basic-memory/config.yml \
--context .github/basic-memory/project-update-context.json \
--synthesis "${{ runner.temp }}/agent-synthesis.json"
+4 -1
View File
@@ -10,6 +10,9 @@ on:
# - "src/**/*.js"
# - "src/**/*.jsx"
env:
FORCE_JAVASCRIPT_ACTIONS_TO_NODE24: "true"
jobs:
claude-review:
# Only run for organization members and collaborators
@@ -27,7 +30,7 @@ jobs:
steps:
- name: Checkout repository
uses: actions/checkout@v4
uses: actions/checkout@v6
with:
fetch-depth: 1
+5 -2
View File
@@ -4,6 +4,9 @@ on:
issues:
types: [opened]
env:
FORCE_JAVASCRIPT_ACTIONS_TO_NODE24: "true"
jobs:
triage:
runs-on: ubuntu-latest
@@ -12,7 +15,7 @@ jobs:
id-token: write
steps:
- name: Checkout repository
uses: actions/checkout@v4
uses: actions/checkout@v6
with:
fetch-depth: 1
@@ -68,4 +71,4 @@ jobs:
Read the issue carefully and provide helpful triage with appropriate labels.
claude_args: '--allowed-tools "Bash(gh issue:*),Bash(gh search:*),Read"'
claude_args: '--allowed-tools "Bash(gh issue:*),Bash(gh search:*),Read"'
+4 -2
View File
@@ -12,6 +12,9 @@ on:
pull_request_target:
types: [opened, synchronize]
env:
FORCE_JAVASCRIPT_ACTIONS_TO_NODE24: "true"
jobs:
claude:
if: |
@@ -41,7 +44,7 @@ jobs:
actions: read # Required for Claude to read CI results on PRs
steps:
- name: Checkout repository
uses: actions/checkout@v4
uses: actions/checkout@v6
with:
# For pull_request_target, checkout the PR head to review the actual changes
ref: ${{ github.event_name == 'pull_request_target' && github.event.pull_request.head.sha || github.sha }}
@@ -65,4 +68,3 @@ jobs:
# See https://github.com/anthropics/claude-code-action/blob/main/docs/usage.md
# or https://docs.claude.com/en/docs/claude-code/sdk#command-line for available options
# claude_args: '--model claude-opus-4-1-20250805 --allowed-tools Bash(gh pr:*)'
+110
View File
@@ -0,0 +1,110 @@
name: Consolidated Packages
on:
pull_request:
paths:
- ".claude-plugin/**"
- "plugins/**"
- "skills/**"
- "integrations/**"
- "scripts/update_versions.py"
- "scripts/validate_*.py"
- "justfile"
- ".github/workflows/consolidated-packages.yml"
push:
branches:
- main
paths:
- ".claude-plugin/**"
- "plugins/**"
- "skills/**"
- "integrations/**"
- "scripts/update_versions.py"
- "scripts/validate_*.py"
- "justfile"
- ".github/workflows/consolidated-packages.yml"
permissions:
contents: read
jobs:
claude-code:
name: Claude Code marketplace
permissions:
contents: read
runs-on: ubuntu-latest
steps:
- uses: actions/checkout@v4
- uses: extractions/setup-just@v4
- name: Validate manifests, agent, and bundled skills
run: just --justfile plugins/claude-code/justfile --working-directory plugins/claude-code ci-check
- name: Verify shared version dry run
run: just release-dry-run v0.99.0
skills:
name: Shared skills
permissions:
contents: read
runs-on: ubuntu-latest
steps:
- uses: actions/checkout@v4
- uses: extractions/setup-just@v4
- name: Validate SKILL.md source
run: just --justfile skills/justfile --working-directory skills check
hermes:
name: Hermes unit tests
permissions:
contents: read
runs-on: ubuntu-latest
defaults:
run:
working-directory: integrations/hermes
steps:
- uses: actions/checkout@v4
- uses: extractions/setup-just@v4
- name: Install uv
uses: astral-sh/setup-uv@v3
- name: Set up Python
run: uv python install 3.12
- name: Validate manifest and run unit tests
run: just check
openclaw:
name: OpenClaw package
permissions:
contents: read
runs-on: ubuntu-latest
defaults:
run:
working-directory: integrations/openclaw
steps:
- uses: actions/checkout@v4
- uses: extractions/setup-just@v4
- name: Setup Bun
uses: oven-sh/setup-bun@v2
with:
bun-version: "1.3.8"
- name: Setup Node
uses: actions/setup-node@v4
with:
node-version: "24"
registry-url: "https://registry.npmjs.org"
- name: Install dependencies
run: bun install --frozen-lockfile
- name: Release readiness
run: just release-check
+6 -3
View File
@@ -5,6 +5,9 @@ on:
branches: [main]
workflow_dispatch: # Allow manual triggering
env:
FORCE_JAVASCRIPT_ACTIONS_TO_NODE24: "true"
jobs:
dev-release:
runs-on: ubuntu-latest
@@ -13,12 +16,12 @@ jobs:
contents: write
steps:
- uses: actions/checkout@v4
- uses: actions/checkout@v6
with:
fetch-depth: 0
- name: Set up Python
uses: actions/setup-python@v5
uses: actions/setup-python@v6
with:
python-version: "3.12"
@@ -50,4 +53,4 @@ jobs:
uses: pypa/gh-action-pypi-publish@release/v1
with:
password: ${{ secrets.PYPI_TOKEN }}
skip-existing: true # Don't fail if version already exists
skip-existing: true # Don't fail if version already exists
+6 -6
View File
@@ -9,6 +9,7 @@ on:
env:
REGISTRY: ghcr.io
IMAGE_NAME: basicmachines-co/basic-memory
FORCE_JAVASCRIPT_ACTIONS_TO_NODE24: "true"
jobs:
docker:
@@ -19,17 +20,17 @@ jobs:
steps:
- name: Checkout repository
uses: actions/checkout@v4
uses: actions/checkout@v6
with:
fetch-depth: 0
- name: Set up Docker Buildx
uses: docker/setup-buildx-action@v3
uses: docker/setup-buildx-action@v4
with:
platforms: linux/amd64,linux/arm64
- name: Log in to GitHub Container Registry
uses: docker/login-action@v3
uses: docker/login-action@v4
with:
registry: ${{ env.REGISTRY }}
username: ${{ github.actor }}
@@ -37,7 +38,7 @@ jobs:
- name: Extract metadata
id: meta
uses: docker/metadata-action@v5
uses: docker/metadata-action@v6
with:
images: ${{ env.REGISTRY }}/${{ env.IMAGE_NAME }}
tags: |
@@ -48,7 +49,7 @@ jobs:
type=raw,value=latest,enable={{is_default_branch}}
- name: Build and push Docker image
uses: docker/build-push-action@v5
uses: docker/build-push-action@v7
with:
context: .
file: ./Dockerfile
@@ -58,4 +59,3 @@ jobs:
labels: ${{ steps.meta.outputs.labels }}
cache-from: type=gha
cache-to: type=gha,mode=max
+9 -2
View File
@@ -7,11 +7,14 @@ on:
- edited
- synchronize
env:
FORCE_JAVASCRIPT_ACTIONS_TO_NODE24: "true"
jobs:
main:
runs-on: ubuntu-latest
steps:
- uses: amannn/action-semantic-pull-request@v5
- uses: amannn/action-semantic-pull-request@v6
env:
GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}
with:
@@ -35,7 +38,11 @@ jobs:
mcp
sync
ui
ci
deps
installer
plugins
skills
integrations
# Allow breaking changes (needs "!" after type/scope)
requireScopeForBreakingChange: true
requireScopeForBreakingChange: true
+102 -22
View File
@@ -5,6 +5,9 @@ on:
tags:
- 'v*' # Trigger on version tags like v1.0.0, v0.13.0, etc.
env:
FORCE_JAVASCRIPT_ACTIONS_TO_NODE24: "true"
jobs:
release:
runs-on: ubuntu-latest
@@ -13,12 +16,12 @@ jobs:
contents: write
steps:
- uses: actions/checkout@v4
- uses: actions/checkout@v6
with:
fetch-depth: 0
- name: Set up Python
uses: actions/setup-python@v5
uses: actions/setup-python@v6
with:
python-version: "3.12"
@@ -39,7 +42,7 @@ jobs:
echo "Build completed successfully"
- name: Create GitHub Release
uses: softprops/action-gh-release@v2
uses: softprops/action-gh-release@v3
with:
files: |
dist/*.whl
@@ -53,6 +56,46 @@ jobs:
with:
password: ${{ secrets.PYPI_TOKEN }}
openclaw:
name: Publish OpenClaw npm Package
needs: release
# npm publishes only for stable product tags. Pre-release Python tags use
# versions like 0.21.3b1, which are not valid npm pre-release semver.
if: ${{ !contains(github.ref_name, 'dev') && !contains(github.ref_name, 'b') && !contains(github.ref_name, 'rc') }}
runs-on: ubuntu-latest
permissions:
contents: read
id-token: write
defaults:
run:
working-directory: integrations/openclaw
steps:
- uses: actions/checkout@v6
- uses: extractions/setup-just@v4
- name: Setup Bun
uses: oven-sh/setup-bun@v2
with:
bun-version: "1.3.8"
- name: Setup Node
uses: actions/setup-node@v4
with:
node-version: "24"
registry-url: "https://registry.npmjs.org"
- name: Install dependencies
run: bun install --frozen-lockfile
- name: Release readiness
run: just release-check
- name: Publish to npm
run: npm publish --access public --provenance
env:
NODE_AUTH_TOKEN: ${{ secrets.NPM_TOKEN }}
homebrew:
name: Update Homebrew Formula
needs: release
@@ -60,26 +103,63 @@ jobs:
# Only run for stable releases (not dev, beta, or rc versions)
if: ${{ !contains(github.ref_name, 'dev') && !contains(github.ref_name, 'b') && !contains(github.ref_name, 'rc') }}
permissions:
contents: write
actions: read
contents: read
steps:
# Inline bump replaces mislav/bump-homebrew-formula-action@v4.x.
# The action does a HEAD request to api.github.com /repos/.../tarball/<ref>
# with the bearer token and expects a 302 redirect. GitHub now returns
# 303 on that endpoint when authenticated, which the action treats as a
# fatal error. Re-implementing the bump as plain git+sed keeps the same
# contract (update url + sha256, commit, push) with no third-party action.
- name: Update Homebrew formula
uses: mislav/bump-homebrew-formula-action@v3
with:
# Formula name in homebrew-basic-memory repo
formula-name: basic-memory
# The tap repository
homebrew-tap: basicmachines-co/homebrew-basic-memory
# Base branch of the tap repository
base-branch: main
# Download URL will be automatically constructed from the tag
download-url: https://github.com/basicmachines-co/basic-memory/archive/refs/tags/${{ github.ref_name }}.tar.gz
# Commit message for the formula update
commit-message: |
{{formulaName}} {{version}}
Created by https://github.com/basicmachines-co/basic-memory/actions/runs/${{ github.run_id }}
env:
# Personal Access Token with repo scope for homebrew-basic-memory repo
COMMITTER_TOKEN: ${{ secrets.HOMEBREW_TOKEN }}
HOMEBREW_TOKEN: ${{ secrets.HOMEBREW_TOKEN }}
REF: ${{ github.ref_name }}
REPO: ${{ github.repository }}
RUN_URL: https://github.com/${{ github.repository }}/actions/runs/${{ github.run_id }}
run: |
set -euo pipefail
VERSION="${REF#v}"
ARCHIVE_URL="https://github.com/${REPO}/archive/refs/tags/${REF}.tar.gz"
echo "::group::Compute tarball sha256"
SHA256="$(curl --fail --silent --location "$ARCHIVE_URL" | sha256sum | awk '{print $1}')"
test -n "$SHA256"
echo "sha256: $SHA256"
echo "::endgroup::"
echo "::group::Clone tap"
git clone \
--depth 1 \
"https://x-access-token:${HOMEBREW_TOKEN}@github.com/basicmachines-co/homebrew-basic-memory.git" \
tap
cd tap
git config user.name "github-actions[bot]"
git config user.email "41898282+github-actions[bot]@users.noreply.github.com"
echo "::endgroup::"
echo "::group::Patch Formula/basic-memory.rb"
# Pipe-delimited sed because the URL contains slashes. The Formula
# only has one `url` and one `sha256` directive, so a first-match
# replacement is unambiguous. POSIX character classes ([[:space:]])
# keep this portable across BSD and GNU sed.
sed -i -E \
-e "s|^([[:space:]]*url[[:space:]]+)\"[^\"]+\"|\1\"${ARCHIVE_URL}\"|" \
-e "s|^([[:space:]]*sha256[[:space:]]+)\"[^\"]+\"|\1\"${SHA256}\"|" \
Formula/basic-memory.rb
git --no-pager diff Formula/basic-memory.rb
echo "::endgroup::"
if git diff --quiet Formula/basic-memory.rb; then
echo "Formula already at ${REF}; nothing to do."
exit 0
fi
echo "::group::Commit & push"
git add Formula/basic-memory.rb
git commit -m "basic-memory ${VERSION}
Created by ${RUN_URL}"
git push origin HEAD:main
echo "::endgroup::"
+59 -32
View File
@@ -5,10 +5,14 @@ concurrency:
cancel-in-progress: true
on:
# Trigger: PR branch pushes already publish commit statuses that show up on the PR.
# Why: running the full matrix on both push and pull_request doubles CI time for the
# exact same branch head commit.
# Outcome: each branch push runs the test suite once, including PR updates.
push:
branches: [ "main" ]
pull_request:
branches: [ "main" ]
env:
FORCE_JAVASCRIPT_ACTIONS_TO_NODE24: "true"
jobs:
static-checks:
@@ -17,12 +21,12 @@ jobs:
runs-on: ubuntu-latest
steps:
- uses: actions/checkout@v4
- uses: actions/checkout@v6
with:
submodules: true
- name: Set up Python 3.12
uses: actions/setup-python@v4
uses: actions/setup-python@v6
with:
python-version: "3.12"
cache: "pip"
@@ -31,7 +35,7 @@ jobs:
run: |
pip install uv
- uses: extractions/setup-just@v3
- uses: extractions/setup-just@v4
- name: Create virtual env
run: |
@@ -51,8 +55,7 @@ jobs:
test-sqlite-unit:
name: Test SQLite Unit (${{ matrix.os }}, Python ${{ matrix.python-version }})
timeout-minutes: 30
needs: [static-checks]
timeout-minutes: 45
strategy:
fail-fast: false
matrix:
@@ -68,12 +71,12 @@ jobs:
runs-on: ${{ matrix.os }}
steps:
- uses: actions/checkout@v4
- uses: actions/checkout@v6
with:
submodules: true
- name: Set up Python ${{ matrix.python-version }}
uses: actions/setup-python@v4
uses: actions/setup-python@v6
with:
python-version: ${{ matrix.python-version }}
cache: 'pip'
@@ -82,7 +85,7 @@ jobs:
run: |
pip install uv
- uses: extractions/setup-just@v3
- uses: extractions/setup-just@v4
- name: Create virtual env
run: |
@@ -99,7 +102,6 @@ jobs:
test-sqlite-integration:
name: Test SQLite Integration (${{ matrix.os }}, Python ${{ matrix.python-version }})
timeout-minutes: 45
needs: [static-checks]
strategy:
fail-fast: false
matrix:
@@ -115,12 +117,12 @@ jobs:
runs-on: ${{ matrix.os }}
steps:
- uses: actions/checkout@v4
- uses: actions/checkout@v6
with:
submodules: true
- name: Set up Python ${{ matrix.python-version }}
uses: actions/setup-python@v4
uses: actions/setup-python@v6
with:
python-version: ${{ matrix.python-version }}
cache: 'pip'
@@ -129,7 +131,7 @@ jobs:
run: |
pip install uv
- uses: extractions/setup-just@v3
- uses: extractions/setup-just@v4
- name: Create virtual env
run: |
@@ -145,8 +147,7 @@ jobs:
test-postgres-unit:
name: Test Postgres Unit (Python ${{ matrix.python-version }})
timeout-minutes: 30
needs: [static-checks]
timeout-minutes: 60
strategy:
fail-fast: false
matrix:
@@ -155,16 +156,30 @@ jobs:
- python-version: "3.13"
- python-version: "3.14"
runs-on: ubuntu-latest
# Note: No services section needed - testcontainers handles Postgres in Docker
services:
postgres:
image: pgvector/pgvector:pg16
env:
POSTGRES_USER: basic_memory_user
POSTGRES_PASSWORD: dev_password
POSTGRES_DB: basic_memory_test
ports:
- 5432:5432
options: >-
--health-cmd "pg_isready -U basic_memory_user -d basic_memory_test"
--health-interval 10s
--health-timeout 5s
--health-retries 5
env:
BASIC_MEMORY_TEST_POSTGRES_URL: postgresql://basic_memory_user:dev_password@127.0.0.1:5432/basic_memory_test
steps:
- uses: actions/checkout@v4
- uses: actions/checkout@v6
with:
submodules: true
- name: Set up Python ${{ matrix.python-version }}
uses: actions/setup-python@v4
uses: actions/setup-python@v6
with:
python-version: ${{ matrix.python-version }}
cache: 'pip'
@@ -173,7 +188,7 @@ jobs:
run: |
pip install uv
- uses: extractions/setup-just@v3
- uses: extractions/setup-just@v4
- name: Create virtual env
run: |
@@ -190,7 +205,6 @@ jobs:
test-postgres-integration:
name: Test Postgres Integration (Python ${{ matrix.python-version }})
timeout-minutes: 45
needs: [static-checks]
strategy:
fail-fast: false
matrix:
@@ -199,16 +213,30 @@ jobs:
- python-version: "3.13"
- python-version: "3.14"
runs-on: ubuntu-latest
# Note: No services section needed - testcontainers handles Postgres in Docker
services:
postgres:
image: pgvector/pgvector:pg16
env:
POSTGRES_USER: basic_memory_user
POSTGRES_PASSWORD: dev_password
POSTGRES_DB: basic_memory_test
ports:
- 5432:5432
options: >-
--health-cmd "pg_isready -U basic_memory_user -d basic_memory_test"
--health-interval 10s
--health-timeout 5s
--health-retries 5
env:
BASIC_MEMORY_TEST_POSTGRES_URL: postgresql://basic_memory_user:dev_password@127.0.0.1:5432/basic_memory_test
steps:
- uses: actions/checkout@v4
- uses: actions/checkout@v6
with:
submodules: true
- name: Set up Python ${{ matrix.python-version }}
uses: actions/setup-python@v4
uses: actions/setup-python@v6
with:
python-version: ${{ matrix.python-version }}
cache: 'pip'
@@ -217,7 +245,7 @@ jobs:
run: |
pip install uv
- uses: extractions/setup-just@v3
- uses: extractions/setup-just@v4
- name: Create virtual env
run: |
@@ -234,16 +262,15 @@ jobs:
test-semantic:
name: Test Semantic (Python 3.12)
timeout-minutes: 45
needs: [static-checks]
runs-on: ubuntu-latest
steps:
- uses: actions/checkout@v4
- uses: actions/checkout@v6
with:
submodules: true
- name: Set up Python 3.12
uses: actions/setup-python@v4
uses: actions/setup-python@v6
with:
python-version: "3.12"
cache: "pip"
@@ -252,7 +279,7 @@ jobs:
run: |
pip install uv
- uses: extractions/setup-just@v3
- uses: extractions/setup-just@v4
- name: Create virtual env
run: |
+7
View File
@@ -55,6 +55,13 @@ ENV/
claude-output
**/.claude/settings.local.json
.mcp.json
!/plugins/codex/.mcp.json
.mcpregistry_*
/.testmondata
.benchmarks/
# Consolidated package build artifacts
/integrations/openclaw/node_modules/
/integrations/openclaw/dist/
/integrations/openclaw/skills/
/integrations/openclaw/*.tgz
+72 -6
View File
@@ -22,16 +22,22 @@ See the [README.md](README.md) file for a project overview.
- Run unit tests (Postgres): `just test-unit-postgres`
- Run integration tests (SQLite): `just test-int-sqlite`
- Run integration tests (Postgres): `just test-int-postgres`
- Run impacted tests: `just testmon` (pytest-testmon)
- Run impacted tests: `just testmon` (pytest-testmon; only tests affected by changed code)
- Run MCP smoke test: `just test-smoke`
- Fast local loop: `just fast-check`
- Fast local loop: `just fast-check` (default iteration flow)
- Local consistency check: `just doctor`
- Run all consolidated agent package checks: `just package-check`
- Run Claude Code plugin checks: `just package-check-claude-code`
- Run shared skills checks: `just package-check-skills`
- Run Hermes plugin checks: `just package-check-hermes`
- Run OpenClaw plugin checks: `just package-check-openclaw`
- Run host-native agent harness checks: `just agent-harness-check`
- Generate HTML coverage: `just coverage`
- Single test: `pytest tests/path/to/test_file.py::test_function_name`
- Run benchmarks: `pytest test-int/test_sync_performance_benchmark.py -v -m "benchmark and not slow"`
- Lint: `just lint` or `ruff check . --fix`
- Type check: `just typecheck` or `uv run pyright`
- Type check (supplemental): `just typecheck-ty` or `uv run ty check src/`
- Type check: `just typecheck` or `uv run ty check src tests test-int`
- Type check (pyright): `just typecheck-pyright` or `uv run pyright`
- Format: `just format` or `uv run ruff format .`
- Run all code checks: `just check` (runs lint, format, typecheck, test)
- Create db migration: `just migration "Your migration message"`
@@ -48,12 +54,37 @@ See the [README.md](README.md) file for a project overview.
### Code/Test/Verify Loop (fast path)
1) **Code:** make changes.
2) **Test:** `just fast-check` (lint/format/typecheck + impacted tests + MCP smoke).
2) **Test:** `just fast-check` (lint/format/typecheck + pytest-testmon impacted tests for changed code).
3) **Verify:** `just doctor` (end-to-end file ↔ DB loop in a temp project).
4) **Full gate (when needed):** `just test` or `just check` for SQLite + Postgres.
4) **Package verify:** `just package-check` when changes touch `plugins/`, `skills/`, `integrations/`, package metadata, or release wiring.
5) **Full gate (when needed):** `just test` or `just check` for SQLite + Postgres.
Run `just test-smoke` when you specifically need the MCP smoke flow.
If testmon is “cold,” the first run may be long. Subsequent runs get much faster.
### Consolidated Agent Package Checks
The monorepo ships several host-native packages alongside the Python core. Use the root justfile as the canonical entry point:
- `just package-check` — validates every copied package and generated bundle path.
- `just package-check-claude-code` — validates the root and plugin-local Claude marketplace manifests, the SessionStart/PreCompact hooks, the bundled output style, and the seed schemas, then runs `claude plugin validate . --strict`.
- `just package-check-skills` — validates every top-level `skills/memory-*/SKILL.md` frontmatter block.
- `just package-check-hermes` — validates `integrations/hermes/plugin.yaml`, the Hermes provider entrypoint, bundled skill, and runs the hermetic unit suite.
- `just package-check-openclaw` — runs the OpenClaw package install, copies top-level skills into the generated bundle, typechecks, lints, builds `dist/`, runs Bun tests, and performs `npm pack --dry-run`.
- `just agent-harness-check` — checks the host-specific harnesses without the shared markdown-only skills target.
Package-local justfiles live in `plugins/claude-code/`, `skills/`, `integrations/hermes/`, and `integrations/openclaw/`. Prefer the root targets for PR verification so command names stay stable as package internals evolve.
### PR CI Gate
Before opening or updating a PR, run the checks that mirror the common required CI failures:
- Run `just typecheck` in addition to targeted `ruff` and `pytest` commands when tests were added or changed.
- Sign commits with `git commit -s` so DCO passes. If a PR branch already has unsigned commits, rewrite the branch with signed-off commits before asking for review.
- Use a semantic PR title accepted by `.github/workflows/pr-title.yml`: `type(scope): summary`.
- Use one of the allowed scopes: `core`, `cli`, `api`, `mcp`, `sync`, `ui`, `ci`, `deps`, `installer`, `plugins`, `skills`, `integrations`.
### Test Structure
- `tests/` - Unit tests for individual components (mocked, fast)
@@ -151,6 +182,10 @@ See [docs/ARCHITECTURE.md](docs/ARCHITECTURE.md) for detailed architecture docum
- `/schemas` - Pydantic models for validation
- `/services` - Business logic layer
- `/sync` - File synchronization services + `coordinator.py` for lifecycle management
- `/plugins/claude-code` - Claude Code plugin marketplace package, hooks, skills, and agent harness
- `/skills` - Canonical framework-agnostic Basic Memory `SKILL.md` source
- `/integrations/hermes` - Hermes memory-provider plugin
- `/integrations/openclaw` - OpenClaw npm/TypeScript plugin
**Composition Roots:**
Each entrypoint (API, MCP, CLI) has a composition root that:
@@ -242,6 +277,33 @@ async_client.set_client_factory(your_custom_factory)
See SPEC-16 for full context manager refactor details.
### Release Process
Releases are driven by `just release` / `just beta` — never by a bare `git tag`. The recipes bump version metadata, run pre-flight checks, commit, tag, and push. GitHub Actions then publishes to PyPI and updates the Homebrew formula.
**Stable release:**
```
just release v0.21.3
```
The recipe runs `just lint` + `just typecheck`, then updates every release manifest through `scripts/update_versions.py`: `src/basic_memory/__init__.py`, `server.json`, the root Claude marketplace, the Claude Code plugin manifest and local marketplace, the Hermes `plugin.yaml`, and the OpenClaw `package.json`. It commits as `chore: update version to X.Y.Z for vX.Y.Z release`, creates the `vX.Y.Z` tag, and pushes both the commit and the tag to `origin/main`. After the tag lands, the `Release` workflow builds the Python package, publishes to PyPI, creates the GitHub release with auto-generated notes, publishes the OpenClaw npm package, and updates the Homebrew formula. The recipe finishes by printing the post-release tasks the workflow doesn't cover.
**Beta release:** `just beta v0.21.3b1` — same flow with a beta-suffixed tag. PyPI consumers install with `pip install basic-memory --pre`.
**Release dry run:** `just release-dry-run v0.21.4` previews the consolidated version update without writing files.
**Development builds:** every commit to `main` publishes a `0.21.3.dev26+468a22f`-style version to PyPI automatically via `.github/workflows/dev-release.yml`. No human action.
**Do not tag releases by hand.** A bare `git tag vX.Y.Z` skips the in-code version bump. Package metadata is still correct (uv-dynamic-versioning derives it from the git tag) but `basic-memory --version` reports the previous release, which is what happened with v0.21.2 → v0.21.3.
**Post-release tasks** the recipe surfaces but doesn't run:
- `docs.basicmemory.com` — add notes to `src/pages/latest-releases.mdx`
- `basicmachines.co` — bump version in `src/components/sections/hero.tsx`
- MCP Registry — `mcp-publisher publish` from the repo root
See `.claude/commands/release/release.md` (and `beta.md`, `release-check.md`, `changelog.md` alongside it) for the full release + post-release runbook, including the slash commands.
## BASIC MEMORY PRODUCT USAGE
### Knowledge Structure
@@ -442,5 +504,9 @@ With GitHub integration, the development workflow includes:
3. **Branch management** - Claude can create feature branches for implementations
4. **Documentation maintenance** - Claude can keep documentation updated as the code evolves
5. **Code Commits**: ALWAYS sign off commits with `git commit -s`
6. **Pull Request Titles**: PR titles must follow the semantic format enforced by `.github/workflows/pr-title.yml`: `type(scope): summary`
- Allowed types: `feat`, `fix`, `chore`, `docs`, `style`, `refactor`, `perf`, `test`, `build`, `ci`
- Allowed scopes: `core`, `cli`, `api`, `mcp`, `sync`, `ui`, `ci`, `deps`, `installer`, `plugins`, `skills`, `integrations`
- Example: `fix(cli): propagate cloud workspace routing`
This level of integration represents a new paradigm in AI-human collaboration, where the AI assistant becomes a full-fledged team member rather than just a tool for generating code snippets.
+423 -10
View File
@@ -1,14 +1,427 @@
# CHANGELOG
## Unreleased
## v0.21.6 (2026-06-04)
Monorepo consolidation plus a redesigned Claude Code plugin. The satellite
repositories now live in the main `basic-memory` tree, and the plugin is
rebuilt as a memory bridge with a guided setup interview, capture skills, and
team workspaces. Codex, Hermes, and OpenClaw integration packages ship
alongside it.
### Core
- Consolidated the Basic Memory satellite repositories into the main
`basic-memory` tree as the canonical source, discovery, documentation,
issue, and release home.
- Added root marketplace/package validation for the consolidated repository
layout.
- Added root and package-local justfile targets so Claude Code, Codex, skills,
Hermes, and OpenClaw builds can be verified from the monorepo.
- Removed the legacy `ui/` directory.
### API
- Entity resolution now exposes the owning project on resolved entities so
callers can route follow-up reads to the correct workspace/project.
### CLI
- Added an "auto BM" GitHub CI workflow that captures notes from CI runs.
- Exposed project sync-support metadata and surfaced copyable workspace
identifiers in project listings.
- `cloud login` now surfaces non-subscription errors instead of masking them.
- Team workspaces block `rclone sync`, with the team-workspace guard limited
to `bisync`.
### Claude Code
- Rebuilt the Claude Code plugin as a memory bridge with SessionStart and
PreCompact hooks, a bundled output style, and seeded note schemas.
- Added the `/basic-memory:setup` bootstrap interview and the
`/basic-memory:remember`, `/basic-memory:status`, and `/basic-memory:share`
skills.
- Added team workspace support with attribution for shared writes.
- Prefixed plugin skills with `bm-` and installed the shared `memory-*` skills
instead of duplicating them in the plugin.
- Hooks fall back to `uvx`/`uv` when no CLI binary is on PATH.
### Codex
- Added the Codex plugin under `plugins/codex/` with its native
`.codex-plugin`, hooks, seeded schemas, and `bm-*` skills.
### Skills
- Added the shared Basic Memory `SKILL.md` collection under top-level
`skills/` and ported useful retired plugin skills into the `memory-*` set.
- Fixed invalid picoschema enum YAML in the memory skills.
### Hermes
- Added the Hermes memory provider plugin under `integrations/hermes/` with
its native Python module, `plugin.yaml`, skill, tests, docs, and release
metadata.
### OpenClaw
- Added the OpenClaw plugin under `integrations/openclaw/` with its native
npm/TypeScript package shape, tests, docs, and release metadata; skill
bundling copies from the top-level `skills/` source.
## v0.21.5 (2026-05-26)
Workspace/project routing fixes for MCP, plus a SQLite vector reindex stability fix.
### Bug Fixes
- **#854**: MCP project listing now keeps duplicate cloud project rows distinct by
workspace, so only the selected workspace row inherits local project state.
- **#853**: `write_note` returns workspace-qualified permalinks for cloud
workspace writes, allowing follow-up `memory://` reads to route back to the
correct workspace/project.
- **#852**: Full SQLite vector reindex now loads `sqlite-vec` before dropping
`vec0` virtual tables, preventing reindex crashes.
- **#838**: Local ASGI database initialization is preloaded so MCP routing can
safely enter local project contexts.
## v0.21.1 (2026-05-16)
CI-only release. No user-facing changes.
### Maintenance
- **#833**: Replace `mislav/bump-homebrew-formula-action` with an inline
bash bump step. The action's `resolveRedirect` HEAD-requests
`api.github.com /repos/.../tarball/<ref>` expecting HTTP 302; GitHub now
returns 303 for authenticated requests on that endpoint, which broke
the v0.21.0 Homebrew job and required a manual tap bump. The inline
step does the same work (curl + sha256sum, clone tap, sed-bump
`url`/`sha256`, commit, push) without any third-party dependency.
## v0.21.0 (2026-05-16)
Workspace-aware everywhere: every MCP tool and CLI command now routes through the
same workspace/project model, the search and sync paths are noticeably faster,
and a handful of long-standing parsing and routing footguns are gone.
### Breaking Changes
- Relation parsing no longer treats unquoted multi-word text before a wikilink as a
custom relation type. Use single-token relation types like `relates_to [[Target]]`,
or quote multi-word relation types like `"relates to" [[Target]]` or
`'relates to' [[Target]]`.
- Bare list wikilinks like `- [[Target]]` now index as `links_to`.
- Prose list items like `- some other thing [[Target]]` now index as `links_to`.
- To preserve existing multi-word relation types on re-sync, quote them before upgrading.
- See **#824**.
### Features
- **#816**: `bm orphan` CLI command surfaces entities whose underlying markdown
files are gone, with a flag to clean them out.
- **#789**: Create projects directly by cloud workspace slug from MCP
(`create_memory_project(workspace=...)`).
- **#757**: Discover projects across every accessible cloud workspace in MCP's
project list — no more per-workspace blind spots.
- **#766**: MCP tools accept training-data-friendly parameter aliases
(`q`/`search`/`text` for `query`, etc.) so models reach for them naturally.
- **#776**: `bm db reset` refuses to run while a `basic-memory mcp` process is
alive, so resets can no longer corrupt an open session.
- **#791**: Search responses include result totals so pagers can stop guessing.
- **#719**: Cloud `note_content` tenant schema primitive lands on the backend.
- **#715**: `bm project add` accepts a `--visibility` flag for cloud projects.
### Bug Fixes
#### Search and recent activity
- **#832**: SQLite project deletion now sweeps `search_index`,
`search_vector_chunks`, and `search_vector_embeddings`, so a project that
reuses a recycled auto-increment id can't inherit the previous tenant's content.
- **#812**: `recent_activity` orders and filters by `updated_at`, so edits bubble
to the top instead of staying pinned to creation time.
- **#807**: Multi-project `search_notes` is opt-in (`search_all_projects=True`);
default search stays scoped to the resolved project.
- **#785**: `recent_activity` caps responses and emits an explicit truncation
footer instead of silently dropping rows.
- **#713**: Eliminated an N+1 query in search result hydration.
#### Workspace / project routing
- **#822**: `bm project list` now includes projects from every workspace, not
just the current one.
- **#813**, **#808**, **#806**, **#803**, **#801**, **#795**, **#790**, **#778**,
**#777**, **#722**, **#712**, **#704**: Workspace-qualified permalink routing
is centralized and applied consistently across `edit_note`, `delete_project`,
`build_context`, `memory://` URLs, factory-mode project listing, cloud uploads,
and the API client.
#### Sync
- **#827**: `rclone bisync` filters from `.bmignore` are preserved across syncs.
- **#815**: Watch service ignores hidden paths relative to the watched project,
not just relative to `$HOME`.
- **#814**: `scan` subprocesses no longer go through the shell, avoiding quoting
issues with paths that contain special characters.
- **#759**: Watch service stays inside `--project` scope.
- **#746**: Canonical markdown is preserved during single-file sync.
#### Parsing
- **#796**: Picoschema modifier descriptions (`field?(modifier, description)`)
parse correctly.
- **#769**: Obsidian callout blocks are skipped by the observation parser
instead of being mis-extracted as observations.
#### CLI
- **#775**: `bm project set-cloud` / `set-local` cleans up local DB state for
the affected project.
- **#773**: `bm cloud logout` clears `default_workspace`.
- **#780**: `bm cloud setup` hint points at `bm cloud sync-setup`.
- **#734**: `bm project info` shows cloud index freshness.
- **#718**: Private cloud projects display under their `display_name` instead of
raw UUID.
- **#768**: `read_note` / `view_note` drop no-op pagination params from their
signatures.
#### Stability
- **#774**: `sqlite-vec` failures during init degrade gracefully to keyword-only
search instead of crashing startup.
- **#733**: Delete-vector and cloud-sync cleanup is now consistent.
- **#702**: Race conditions in concurrent `delete_entity` are resolved.
- **#724**: `external_id` is preserved when entities are re-upserted during a
re-index.
- **#728**: Vector init no longer issues runtime `ALTER TABLE`.
- **#744**: `BASIC_MEMORY_CONFIG_DIR` is honored across remaining call sites.
- **#743**: FastEmbed cache lives under the data dir instead of `/tmp`.
- **#752**: Cloud projects report `source=cloud` in factory mode.
- Stripped null bytes from markdown content before DB insert.
- Allowed long `relation_type` values in API responses.
#### Installer
- **#772**: Docker-compose config volume mounts under the `appuser` home.
- **#695**: Bumped `brew outdated` timeout from 15s to 60s.
### Performance
- **#828**: CLI startup no longer pulls in the local ASGI FastAPI app when it
isn't needed.
- **#751**, **#726**, **#717**, **#714**, single-file/batch indexing: marked
speedups on the sync hot path; unchanged markdown is skipped entirely.
- **#731**, **#723**: Vector sync is faster on both backends, with tuned
fastembed defaults.
### Maintenance
- **#825**: Dependency refresh + security hardening.
- Updated to `fastmcp` 3.3.1.
- **#754**: Removed in-house telemetry wrappers in favor of direct `logfire`
usage.
- **#736**: `ty` is now the default typechecker.
- **#771**, **#770**, **#716**: New regression guards for vector-row cleanup,
long relation types, and recent activity hydration.
## v0.20.3 (2026-03-26)
### Bug Fixes
- **#698**: CLI cloud commands now use API key when configured
- `get_authenticated_headers()` only checked OAuth tokens, ignoring `config.cloud_api_key`
- All CLI cloud commands (`upload`, `status`, `snapshot`, `restore`, etc.) failed for API-key-only users while MCP tools worked fine
- Now mirrors the same credential priority as MCP: API key first, OAuth fallback
- Fixes `bm cloud upload --project` returning "project does not exist" when authenticated with `bmc_*` API key
## v0.20.2 (2026-03-10)
### Bug Fixes
- Fix auto-update Homebrew detection: `brew outdated` exits 1 when a formula is outdated, not on error
- Previously treated exit code 1 as a failure, causing "Automatic update check failed" instead of detecting the available update
## 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)
@@ -1927,12 +2340,12 @@ Signed-off-by: phernandez <paul@basicmachines.co>
- Update CLAUDE.md ([#33](https://github.com/basicmachines-co/basic-memory/pull/33),
[`dfaf0fe`](https://github.com/basicmachines-co/basic-memory/commit/dfaf0fea9cf5b97d169d51a6276ec70162c21a7e))
fix spelling in CLAUDE.md: enviroment -> environment Signed-off-by: Ikko Eltociear Ashimine
fix spelling in CLAUDE.md: environment typo Signed-off-by: Ikko Eltociear Ashimine
<eltociear@gmail.com>
### Refactoring
- Move project stats into projct subcommand
- Move project stats into project subcommand
([`2a881b1`](https://github.com/basicmachines-co/basic-memory/commit/2a881b1425c73947f037fbe7ac5539c015b62526))
Signed-off-by: phernandez <paul@basicmachines.co>
@@ -2361,7 +2774,7 @@ Co-authored-by: phernandez <phernandez@basicmachines.co>
### Bug Fixes
- Refix vitual env in installer build
- Refix virtual env in installer build
([`052f491`](https://github.com/basicmachines-co/basic-memory/commit/052f491fff629e8ead629c9259f8cb46c608d584))
@@ -2380,7 +2793,7 @@ Co-authored-by: phernandez <phernandez@basicmachines.co>
### Bug Fixes
- Fix path to intaller app artifact
- Fix path to installer app artifact
([`53d220d`](https://github.com/basicmachines-co/basic-memory/commit/53d220df585561f9edd0d49a9e88f1d4055059cf))
@@ -2388,7 +2801,7 @@ Co-authored-by: phernandez <phernandez@basicmachines.co>
### Bug Fixes
- Activate vitualenv in installer build
- Activate virtualenv in installer build
([`d4c8293`](https://github.com/basicmachines-co/basic-memory/commit/d4c8293687a52eaf3337fe02e2f7b80e4cc9a1bb))
- Trigger installer build on release
-34
View File
@@ -224,40 +224,6 @@ See `test-int/BENCHMARKS.md` for detailed benchmark documentation.
- **Fixtures**: Use async pytest fixtures for setup and teardown
- **Markers**: Use `@pytest.mark.benchmark` for benchmarks, `@pytest.mark.slow` for slow tests
## Release Process
Basic Memory uses automatic versioning based on git tags with `uv-dynamic-versioning`. Here's how releases work:
### Version Management
- **Development versions**: Automatically generated from git commits (e.g., `0.12.4.dev26+468a22f`)
- **Beta releases**: Created by tagging with beta suffixes (e.g., `git tag v0.13.0b1`)
- **Stable releases**: Created by tagging with version numbers (e.g., `git tag v0.13.0`)
### Release Workflows
#### Development Builds
- Automatically published to PyPI on every commit to `main`
- Version format: `0.12.4.dev26+468a22f` (base version + dev + commit count + hash)
- Users install with: `pip install basic-memory --pre --force-reinstall`
#### Beta Releases
1. Create and push a beta tag: `git tag v0.13.0b1 && git push origin v0.13.0b1`
2. GitHub Actions automatically builds and publishes to PyPI
3. Users install with: `pip install basic-memory --pre`
#### Stable Releases
1. Create and push a version tag: `git tag v0.13.0 && git push origin v0.13.0`
2. GitHub Actions automatically:
- Builds the package with version `0.13.0`
- Creates GitHub release with auto-generated notes
- Publishes to PyPI
3. Users install with: `pip install basic-memory`
### For Contributors
- No manual version bumping required
- Versions are automatically derived from git tags
- Focus on code changes, not version management
## Creating Issues
If you're planning to work on something, please create an issue first to discuss the approach. Include:
+504 -505
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+67 -2
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@@ -8,6 +8,71 @@
## Reporting a Vulnerability
Use this section to tell people how to report a vulnerability.
If you find a vulnerability, please contact hello@basicmachines.co.
If you find a vulnerability, please contact hello@basicmachines.co
Please do not open a public GitHub issue for security vulnerabilities. We aim
to respond within 72 hours and will coordinate a fix and disclosure timeline
with you.
## Threat Model
Basic Memory is a local-first MCP server that reads and writes markdown files
inside configured project directories. It runs on your machine with your user
permissions, so local configuration deserves the same care as any other
developer tool that can access your files.
### What Basic Memory Controls
- Filesystem-touching tools validate paths against the configured project root
with `validate_project_path()`, resolved paths, and `Path.is_relative_to()`.
Path traversal attempts such as `../../etc/passwd` are blocked at this layer.
- Scan optimizations in `sync_service.py` call `find` through
`asyncio.create_subprocess_exec()` with explicit argument lists. Project paths
are passed as data, not interpolated into shell strings.
- Auto-update code uses hardcoded commands, list-form arguments, and
`stdin=DEVNULL`. User-controlled strings do not reach a shell there.
### MCP Client-Side Risk
Recent MCP ecosystem research has highlighted a client-side pattern where an
MCP host can be configured to run arbitrary commands as "servers." That risk is
in the host configuration, not in notes or Basic Memory tool input.
The recommended Basic Memory MCP configuration uses a known command with
explicit arguments:
```json
{
"mcpServers": {
"basic-memory": {
"command": "uvx",
"args": ["basic-memory", "mcp"]
}
}
}
```
Only add MCP server entries from sources you trust. Avoid inline shell scripts
or command strings copied from untrusted sources. Treat third-party MCP server
configuration with the same scrutiny as any locally executed program.
Related ecosystem context:
- OX Security: The Mother of All AI Supply Chains
- CSO Online: RCE by design: MCP architectural choice haunts AI agent ecosystem
### Out Of Scope
- Basic Memory does not execute note content as code. Notes are returned as
data to the LLM.
- Basic Memory does not open network ports by default. The MCP server uses
stdio; the optional REST API is intended for localhost use.
- Basic Memory is designed for single-user local knowledge bases and does not
implement access controls between operating-system users.
## Secure Configuration Checklist
- MCP config `command` points to `uvx` or a trusted binary, not a shell string.
- Project paths in Basic Memory config come from trusted local configuration.
- If exposing the REST API, bind it only to localhost.
- Review any third-party MCP servers before adding them to your host config.
+5 -2
View File
@@ -1,5 +1,8 @@
# Docker Compose configuration for Basic Memory with PostgreSQL
# Use this for local development and testing with Postgres backend
# Use this for local development and testing with Postgres backend.
#
# The Postgres backend requires the pgvector extension (semantic search).
# This image bundles pgvector; plain postgres:17 will not work for vector search.
#
# Usage:
# docker-compose -f docker-compose-postgres.yml up -d
@@ -7,7 +10,7 @@
services:
postgres:
image: postgres:17
image: pgvector/pgvector:pg17
container_name: basic-memory-postgres
environment:
# Local development/test credentials - NOT for production
+3 -1
View File
@@ -17,7 +17,9 @@ services:
volumes:
# Persistent storage for configuration and database
- basic-memory-config:/root/.basic-memory:rw
# Container runs as `appuser` (Dockerfile USER directive), so the CLI
# config dir lives under /home/appuser, not /root.
- basic-memory-config:/home/appuser/.basic-memory:rw
# Mount your knowledge directory (required)
# Change './knowledge' to your actual Obsidian vault or knowledge directory
+26 -8
View File
@@ -106,7 +106,7 @@ The parser excludes these list item patterns:
|---------|---------|--------|
| Checkboxes | `- [ ] Todo item`, `- [x] Done`, `- [-] Cancelled` | Task list syntax |
| Markdown links | `- [text](url)` | URL link syntax |
| Bare wiki links | `- [[Target]]` | Treated as a relation instead |
| Bare wiki links | `- [[Target]]` | Treated as a `links_to` relation instead |
A list item with `#tags` but no `[category]` is still parsed — the tags are extracted and the category defaults to `Note`.
@@ -116,47 +116,65 @@ Relations connect documents to form the knowledge graph. There are two kinds.
### Explicit Relations
Written as list items with a relation type and a `[[wiki link]]` target.
Written as list items with a relation type and a `[[wiki link]]` target. Unquoted
relation types are single tokens. Quote relation types that contain spaces.
**Syntax:**
```
- relation_type [[Target Entity]] (context)
- "multi word relation type" [[Target Entity]] (context)
- 'multi word relation type' [[Target Entity]] (context)
```
| Part | Required | Description |
|------|----------|-------------|
| `relation_type` | No | Text before `[[`. Defaults to `relates_to` if omitted. |
| `relation_type` | Yes | Single unquoted token before `[[`, or quoted text for multi-word labels. |
| `[[Target]]` | Yes | Wiki link to the target entity. Matched by title or permalink. |
| `(context)` | No | Parenthesized text after `]]`. Supporting details. |
### Examples
Explicit relations:
```markdown
- implements [[Search Design]]
- depends_on [[Database Schema]]
- works_at [[Y Combinator]] (co-founder)
- [[Some Entity]]
- "based on" [[Customer Interview]]
- 'in response to' [[Incident Review]]
```
The last example — a bare `[[wiki link]]` in a list item — gets relation type `relates_to`.
Bare wiki links and prose list items create implicit `links_to` relations:
```markdown
- [[Some Entity]]
- some other thing [[Some Entity]]
```
Both examples above create `links_to [[Some Entity]]`. Use quotes when the words before
`[[` are meant to be a multi-word relation type.
Common relation types:
- `implements`, `depends_on`, `relates_to`, `inspired_by`
- `extends`, `part_of`, `contains`, `pairs_with`
- `works_at`, `authored`, `collaborated_with`
Any text works as a relation type. These are conventions, not a fixed set.
Any single-token text or quoted text works as a relation type. These are conventions,
not a fixed set.
### Inline References
Wiki links appearing in regular prose (not as list items) create implicit `links_to` relations.
Wiki links appearing in regular prose create implicit `links_to` relations. This includes
list items that do not match the explicit relation grammar above.
```markdown
This builds on [[Core Design]] and uses [[Utility Functions]].
- We should revisit [[Search Design]] after the API changes.
```
This creates two relations: `links_to [[Core Design]]` and `links_to [[Utility Functions]]`.
This creates three relations: `links_to [[Core Design]]`, `links_to [[Utility Functions]]`,
and `links_to [[Search Design]]`.
### Forward References
+41 -1
View File
@@ -91,10 +91,11 @@ SQLite Database (Index)
# List all projects
projects = await list_memory_projects()
# Response structure:
# Response structure (each entry includes external_id you can pass as project_id):
# [
# {
# "name": "main",
# "external_id": "550e8400-e29b-41d4-a716-446655440000",
# "path": "/Users/name/notes",
# "is_default": True,
# "note_count": 156,
@@ -102,6 +103,7 @@ projects = await list_memory_projects()
# },
# {
# "name": "work",
# "external_id": "9f86d081-884c-42a3-b5e3-1c0c5b4c8e52",
# "path": "/Users/name/work-notes",
# "is_default": False,
# "note_count": 89,
@@ -164,6 +166,44 @@ active_project = "main"
results = await search_notes(query="topic", project=active_project)
```
### `project` vs `project_id`
Every project has two identifiers:
- **`project`** — human-readable name (e.g., `"main"`). Easy to use, but can collide across cloud workspaces.
- **`project_id`** — stable `external_id` UUID. Always unambiguous; takes precedence over `project` when both are passed.
**When to prefer `project_id`:**
1. **Cloud multi-workspace setups.** If the user belongs to more than one workspace (personal + organization, or several organizations) and the same project name might exist in more than one of them, pass `project_id` to route to the exact project. Without it, name resolution falls back to the default workspace, which may not be the one the user means.
2. **After `list_memory_projects()`.** Once you have the `external_id`, prefer using it — it's the same number of characters in JSON and saves a name-resolution round-trip.
3. **When persisting a project choice across a long session.** UUIDs are stable; names can be renamed.
**When `project` (name) is fine:**
- Local single-workspace setups (no collision risk).
- One-off operations where the name is clearly visible to the user (e.g., quick `search_notes(project="main", ...)`).
- The user explicitly references a project by name in their message.
**Example — cloud multi-workspace pattern:**
```python
# Discover and pick the right project for this user
projects = await list_memory_projects()
target = next(p for p in projects if p["name"] == "research" and p["workspace"]["slug"] == "acme")
# Use the UUID for all subsequent operations — no ambiguity
await write_note(
title="Meeting Notes",
content="...",
folder="meetings",
project_id=target["external_id"],
)
results = await search_notes(query="kickoff", project_id=target["external_id"])
```
**Precedence rule:** When both are passed, `project_id` wins. This lets you safely supply `project="main"` for backward compatibility while still routing precisely with `project_id`.
### Cross-Project Operations
**Some tools work across all projects when project parameter omitted:**
+100 -29
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@@ -94,13 +94,18 @@ bm cloud setup
```
**What this does:**
1. Installs rclone automatically (if needed)
1. Installs rclone with a supported package manager (if needed)
2. Fetches your tenant information from cloud
3. Generates scoped S3 credentials for sync
4. Configures single rclone remote: `basic-memory-cloud`
**Result:** You're ready to sync projects. No sync directories created yet - those come with project setup.
Rclone setup uses package managers such as Homebrew, MacPorts, apt, dnf, yum, pacman,
zypper, snap, winget, Chocolatey, or Scoop when available. It does not run remote
install scripts with `sudo`; if no supported package manager is found, the CLI prints
manual install instructions.
### 3. Add Projects with Sync
Create projects with optional local sync paths:
@@ -113,7 +118,7 @@ bm project add research --cloud
bm project add research --cloud --local-path ~/Documents/research
# Or configure sync for existing project
bm project sync-setup research ~/Documents/research
bm cloud sync-setup research ~/Documents/research
```
**What happens under the covers:**
@@ -236,7 +241,7 @@ bm project add research --cloud --local-path ~/Documents/research
```bash
# Project already exists on cloud
bm project sync-setup research ~/Documents/research
bm cloud sync-setup research ~/Documents/research
```
**What this does:**
@@ -485,6 +490,9 @@ bm cloud create-key "my-laptop" # Creates key and saves it locally
```
The API key is account-level — it grants access to all your cloud projects. It's stored in `~/.basic-memory/config.json` as `cloud_api_key`.
On POSIX systems, Basic Memory writes `~/.basic-memory/` as user-private (`0700`) and
`config.json` as user-read/write only (`0600`). Treat this config file as a credential
file when an API key is saved.
### Setting Project Modes
@@ -574,33 +582,62 @@ bm cloud logout
**Default patterns:**
```gitignore
# Version control
.git/**
# Python
__pycache__/**
*.pyc
.venv/**
venv/**
# Node.js
node_modules/**
# Hidden files and directories
.*
# Basic Memory internals
memory.db/**
memory.db-shm/**
memory.db-wal/**
config.json/**
watch-status.json/**
.bmignore.rclone/**
*.db
*.db-shm
*.db-wal
config.json
# Version control
.git
.svn
# Python
__pycache__
*.pyc
*.pyo
*.pyd
.pytest_cache
.coverage
*.egg-info
.tox
.mypy_cache
.ruff_cache
# Virtual environments
.venv
venv
env
.env
# Node.js
node_modules
# Build artifacts
build
dist
.cache
# IDE
.idea
.vscode
# OS files
.DS_Store/**
Thumbs.db/**
.DS_Store
Thumbs.db
desktop.ini
# Environment files
.env/**
.env.local/**
# Obsidian
.obsidian
# Temporary files
*.tmp
*.swp
*.swo
*~
```
**How it works:**
@@ -609,6 +646,11 @@ Thumbs.db/**
3. Rclone uses filters during sync
4. Same patterns used by all projects
During conversion, file patterns exclude the direct match and recursive contents.
For example, `config.json` becomes both `- config.json` and `- config.json/**`,
while `.*` becomes both `- .*` and `- .*/**`. Directory-only patterns keep
their trailing slash, so `cache/` becomes `- cache/` and `- cache/**`.
**Customizing:**
```bash
@@ -616,7 +658,7 @@ Thumbs.db/**
code ~/.basic-memory/.bmignore
# Add custom patterns
echo "*.tmp/**" >> ~/.basic-memory/.bmignore
echo "*.tmp" >> ~/.basic-memory/.bmignore
# Next sync uses updated patterns
bm project bisync --name research
@@ -624,6 +666,33 @@ bm project bisync --name research
## Troubleshooting
### Rclone Setup Cannot Install Automatically
**Problem:** `bm cloud setup` cannot find a supported package manager, or package-manager
installation fails.
**Explanation:** The CLI avoids remote privileged install scripts. It only invokes known
package managers and otherwise asks you to install rclone manually.
**Solution:** Install rclone with your OS package manager, then rerun setup:
```bash
# macOS
brew install rclone
# Debian/Ubuntu
sudo apt install rclone
# Fedora
sudo dnf install rclone
# Arch
sudo pacman -S rclone
# After rclone is on PATH
bm cloud setup
```
### Authentication Issues
**Problem:** "Authentication failed" or "Invalid token"
@@ -739,7 +808,7 @@ bm project sync --name research
**Solution:**
```bash
bm project sync-setup research ~/Documents/research
bm cloud sync-setup research ~/Documents/research
bm project bisync --name research --resync
```
@@ -759,8 +828,10 @@ If instance is down, wait a few minutes and retry.
- **Authentication**: OAuth 2.1 with PKCE flow
- **Tokens**: Stored securely in `~/.basic-memory/basic-memory-cloud.json`
- **API keys**: Stored in `~/.basic-memory/config.json`, which is written with private file permissions on POSIX systems
- **Transport**: All data encrypted in transit (HTTPS)
- **Credentials**: Scoped S3 credentials (read-write to your tenant only)
- **Rclone setup**: Uses package managers or manual instructions; no remote privileged install-script fallback
- **Isolation**: Your data isolated from other tenants
- **Ignore patterns**: Sensitive files automatically excluded via `.bmignore`
@@ -785,7 +856,7 @@ bm cloud create-key <name> # Create API key via cloud API (requires OAuth login
### Setup
```bash
bm cloud setup # Install rclone and configure credentials
bm cloud setup # Install rclone via package manager and configure credentials
```
### Project Management
@@ -795,7 +866,7 @@ bm project list --local # Local project list
bm project list --cloud # Cloud project list
bm project add <name> --cloud # Create cloud project (no sync)
bm project add <name> --cloud --local-path <path> # Create with local sync
bm project sync-setup <name> <path> # Add sync to existing project
bm cloud sync-setup <name> <path> # Add sync to existing project
bm project rm <name> # Delete project
```
+499
View File
@@ -0,0 +1,499 @@
# Logfire Instrumentation Strategy
## Why
We want Logfire in Basic Memory for two specific use cases:
1. Local development and performance investigation
2. Cloud deployments where Basic Memory runs inside Basic Memory Cloud
This instrumentation must be:
- Disabled by default
- Useful when enabled
- Safe for local-first users
- Searchable in Logfire over time
The previous integration added telemetry, but it leaned too much on generic framework instrumentation. That created noisy spans with weak names and made the trace view harder to navigate. This strategy favors manual instrumentation around Basic Memory's real units of work.
## Core Principles
### 1. Default-off
Basic Memory should ship with Logfire disabled unless the operator explicitly enables it.
That means:
- no required token for normal local usage
- no surprise outbound telemetry
- no behavior change for existing users
### 2. Manual spans over automatic framework spans
We should not rely on broad auto-instrumentation for FastAPI, MCP, SQLAlchemy, or HTTP as the primary experience.
Why:
- auto-generated span names are often generic
- routes and middleware produce too many low-signal spans
- it becomes harder to answer product questions like "why was `write_note` slow?" or "where did sync time go?"
The preferred model is:
- one meaningful root span per high-level operation
- a small number of child spans for important phases
- optional targeted instrumentation only where it adds clear value
### 3. Logs must live inside traces
Basic Memory already uses `loguru` pervasively. The Logfire integration should preserve that and make those logs visible inside the active trace/span context.
If traces exist but the logs are detached from them, the integration is not doing its job.
### 4. Stable names, selective attributes
Span names should describe the operation class, not the specific input.
Good:
- `mcp.tool.write_note`
- `sync.project.scan`
- `search.execute`
- `routing.resolve_project`
Bad:
- `Searching for "foo bar baz"`
- `POST /v2/projects/123/search/`
- `write note to /specs/api.md`
Dynamic values belong in attributes, not in the span name.
## What We Should Not Do
### Avoid broad FastAPI auto-instrumentation
We should not turn on `instrument_fastapi()` and treat that as the main telemetry story.
It may still be useful in narrowly scoped debugging, but it should not define the production trace shape. The meaningful root spans should come from Basic Memory's own entrypoints and service boundaries.
### Avoid per-file spans by default
`sync` can process many files. A span per file will explode trace cardinality and make performance views noisy.
Default behavior should be:
- one span for the project sync
- child spans for scan, move handling, delete handling, markdown sync batch, relation resolution, embedding sync, watermark update
- per-file spans only for failures or very slow outliers
### Avoid high-cardinality attributes on every span
Do not attach large or highly variable values everywhere:
- raw note content
- file bodies
- long search text
- arbitrary metadata blobs
- unique IDs that make every span shape distinct
Prefer compact, queryable attributes:
- `project_name`
- `workspace_id`
- `route_mode`
- `scan_type`
- `file_count`
- `result_count`
- `search_type`
- `retrieval_mode`
- `duration_ms`
## Proposed Architecture
Add a dedicated telemetry module in core Basic Memory, separate from logging setup.
Suggested shape:
```python
# basic_memory/telemetry.py
def configure_telemetry(service_name: str, *, enable_logfire: bool) -> None: ...
def telemetry_enabled() -> bool: ...
def span(name: str, **attrs): ...
def bind_telemetry_context(**attrs): ...
```
This module should:
- configure Logfire only when explicitly enabled
- set up the Logfire `loguru` handler
- expose lightweight helpers so application code does not import `logfire` directly everywhere
- degrade cleanly to no-op behavior when disabled
This keeps the rest of the codebase readable and makes it easy to reason about what telemetry is doing.
## Logging Integration Strategy
### Goal
When a span is active, logs emitted through `loguru` during that operation should show up in the same trace.
### Preferred design
1. Configure Logfire once in the telemetry bootstrap
2. Add the Logfire `loguru` handler to the existing `loguru` configuration
3. At operation boundaries, bind stable contextual fields with `loguru`
4. Let logs emitted inside the span inherit the active trace context
### Context to bind
Bind only the fields that help correlate work across the system:
- `service_name`
- `entrypoint`
- `project_name`
- `workspace_id`
- `route_mode`
- `tool_name`
- `command_name`
This binding should happen at the root of an operation, not deep in leaf functions.
### Important nuance
We should not try to encode the entire trace model into logger extras. The logger context should be a human-meaningful slice of the active operation. Trace linkage comes from the active Logfire/OpenTelemetry context; logger extras are there to improve searchability and readability.
## Span Model
### Root spans
Each user-visible or system-visible operation should get one root span.
Examples:
- `cli.command.status`
- `cli.command.project_sync`
- `api.request.search`
- `mcp.tool.write_note`
- `mcp.tool.read_note`
- `mcp.tool.search_notes`
- `sync.project.run`
- `db.semantic_backfill`
### Child spans
Child spans should represent real phases whose duration we care about.
Examples:
- `routing.client_session`
- `routing.resolve_project`
- `routing.resolve_workspace`
- `api.search.execute`
- `sync.project.scan`
- `sync.project.detect_moves`
- `sync.project.apply_changes`
- `sync.project.resolve_relations`
- `sync.project.sync_embeddings`
- `sync.file.markdown`
- `sync.file.regular`
- `search.execute`
- `search.relaxed_fts_retry`
- `db.init`
- `db.migrate`
### Span naming rules
- Use dot-separated names
- Start with subsystem
- Keep the verb at the end
- Keep names stable across runs
- Never include request-specific text in the span name
## Attribute Taxonomy
### Required attributes on root spans
Every root span should have a small common set:
- `service_name`
- `entrypoint`
- `project_name` when applicable
- `workspace_id` when applicable
- `route_mode` with values like `local_asgi`, `cloud_proxy`, `factory`
### Operation-specific attributes
Examples:
For search:
- `search_type`
- `retrieval_mode`
- `page`
- `page_size`
- `result_count`
- `fallback_used`
For sync:
- `scan_type`
- `force_full`
- `new_count`
- `modified_count`
- `deleted_count`
- `move_count`
- `skipped_count`
- `embeddings_enabled`
For note operations:
- `tool_name`
- `note_type`
- `directory`
- `overwrite`
- `output_format`
### Attributes to avoid by default
- full `query.text`
- full note titles if they create privacy or cardinality issues
- file content
- raw frontmatter
- raw HTTP bodies
If we need richer payloads for a local debugging session, that should be an explicit temporary mode, not the default telemetry shape.
## Instrumentation Plan By Layer
### 1. Entrypoints
Instrument these first:
- `cli.app` callback and major commands
- API lifespan and selected routers
- MCP server lifespan
- MCP tool entrypoints
Why:
- this establishes clean root spans
- it gives us trace boundaries that match how users think about the product
### 2. Routing and context resolution
Instrument:
- client routing decisions
- workspace resolution
- project resolution
- default-project fallback
Why:
- Basic Memory has local/cloud/per-project routing logic
- when something is slow or surprising, we need to know which path was taken
### 3. Sync and indexing
This is the highest-value area to instrument deeply.
Instrument:
- sync root
- scan strategy decision
- filesystem scan
- move detection
- delete handling
- markdown sync phase
- relation resolution
- vector embedding sync
- scan watermark update
Why:
- this is where performance work will happen
- cloud and local both benefit from this visibility
### 4. Search
Instrument:
- search execution
- retrieval mode
- relaxed FTS fallback
- result shaping
Why:
- search is user-facing and latency-sensitive
- hybrid/vector/FTS paths need to be distinguishable
### 5. Database and initialization
Instrument selectively:
- DB init
- migrations
- semantic backfill
- connection mode selection
Avoid full automatic SQL span firehose by default.
## Recommended Rollout Phases
## Task List
- [x] Phase 1: Bootstrap and config gating
- [x] Phase 2: Root spans for entrypoints and primary operations
- [x] Phase 3: Child spans for sync, search, and routing
- [x] Phase 4: Failure-focused detail and final verification
- [x] Phase 5: Loguru context binding and scoped context inheritance
## Recommended Rollout Phases
### Phase 1: Bootstrap and config gating
Add:
- telemetry bootstrap module
- config/env gating
- `loguru` + Logfire handler integration
This gives immediate value with low noise.
### Phase 2: Root spans for entrypoints and primary operations
Add:
- root spans for CLI, API, MCP, and main MCP tools
- stable root attributes for project, workspace, route mode, and operation type
This gives us clean top-level traces that match how users think about the product.
### Phase 3: Child spans for sync, search, and routing
Add child spans to:
- sync
- search
- routing
This is the main performance-investigation layer.
### Phase 4: Failure-focused detail
Add selective deeper spans/log enrichment for:
- sync failures
- relation resolution failures
- slow file operations
- cloud routing/auth failures
This keeps normal traces clean while improving debuggability.
### Phase 5: Loguru context binding and scoped context inheritance
Add:
- context-local telemetry state in `basic_memory.telemetry`
- a shared `scope(...)` helper that opens a span and binds stable logger context together
- context inheritance for routing, sync, and search so downstream `loguru` logs carry the active operation fields
This makes the trace view and the log stream tell the same story without forcing logger rewrites across the codebase.
## Local Dev Playbook
The fastest way to sanity-check the current trace shape is:
```bash
LOGFIRE_TOKEN=lf_... just telemetry-smoke
```
What this does:
- creates an isolated temp home, config dir, and project path
- enables Logfire for the run
- automatically exports to Logfire when `LOGFIRE_TOKEN` is present
- defaults `BASIC_MEMORY_SEMANTIC_SEARCH_ENABLED=false` so the smoke run stays fast and trace-friendly
- disables promo telemetry so the trace is about Basic Memory work, not analytics noise
- runs a small CLI workflow:
- `project add`
- `tool write-note`
- `tool read-note`
- `tool edit-note`
- `tool build-context`
- `tool search-notes`
- `doctor`
If you want to exercise the instrumentation without exporting anything upstream:
```bash
BASIC_MEMORY_LOGFIRE_SEND_TO_LOGFIRE=false just telemetry-smoke
```
If you want the smoke run to include vector or hybrid retrieval spans too:
```bash
LOGFIRE_TOKEN=lf_... BASIC_MEMORY_SEMANTIC_SEARCH_ENABLED=true just telemetry-smoke
```
The recipe sets `BASIC_MEMORY_LOGFIRE_ENVIRONMENT=telemetry-smoke` by default so these traces are easy to isolate in Logfire. Override it if you want the smoke traces grouped under a different environment name.
### What to look for
You should see a small set of comparable root spans rather than a framework-generated span forest:
- `cli.command.project`
- `cli.command.tool`
- `mcp.tool.write_note`
- `mcp.tool.read_note`
- `mcp.tool.edit_note`
- `mcp.tool.build_context`
- `mcp.tool.search_notes`
- `sync.project.run`
You should also see correlated logs under those traces with stable fields like:
- `project_name`
- `route_mode`
- `tool_name`
- `entrypoint`
### Expected nuance
`doctor` creates its own temporary project on purpose. That means the sync trace will usually show a different project name than the `telemetry-smoke` write/search traces. That is fine for smoke testing because the goal is to confirm:
- root span names are meaningful
- scoped logs stay attached to the active trace
- routing, tool, search, and sync phases are easy to distinguish
## Validation Checklist
We should consider the integration successful when the following are true:
1. With telemetry disabled, Basic Memory behaves exactly as it does today.
2. With telemetry enabled, one user action produces one obvious root span.
3. Logs emitted during that action are visible inside the same trace.
4. A search in Logfire for `mcp.tool.write_note` or `sync.project.run` returns comparable spans across runs.
5. Trace views show phase timing clearly without drowning in framework noise.
6. Sensitive payloads are not captured by default.
## Immediate Implementation Direction
When we start coding, the first pass should be:
1. Add `basic_memory.telemetry`
2. Add config/env switches for `enabled`, `send_to_logfire`, and service name
3. Wire telemetry bootstrap into CLI, API, and MCP entrypoints
4. Configure `loguru` to emit to both existing sinks and the Logfire handler when enabled
5. Add manual root spans around:
- CLI commands
- API request handlers we care about
- MCP tool entrypoints
- sync root
- search root
6. Add child spans to the sync and routing phases only after the root span model feels clean
That gives us a strong foundation without repeating the earlier "turn on instrumentation everywhere" approach.
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@@ -263,6 +263,7 @@ The sqlite-vec extension is loaded per-connection. Vector tables are created laz
### Postgres (cloud)
- **Vector storage**: [pgvector](https://github.com/pgvector/pgvector) with HNSW indexing
- **Local Docker**: use `docker-compose-postgres.yml` (`pgvector/pgvector:pg17`). Plain `postgres:17` lacks the extension; run `CREATE EXTENSION IF NOT EXISTS vector;` on any external instance before first migration.
- **Chunk metadata table**: Created via Alembic migration (`search_vector_chunks` with `BIGSERIAL` primary key)
- **Embedding table**: `search_vector_embeddings` created at runtime (dimension-dependent, same pattern as SQLite)
- **Index**: HNSW index on the embedding column for fast approximate nearest-neighbour queries
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@@ -0,0 +1,9 @@
[run]
source = .
omit =
tests/*
tests/**/*
[report]
fail_under = 85
show_missing = True
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@@ -0,0 +1,48 @@
name: integration
# Heavier than test.yml — installs the real `basic-memory` CLI via uv, runs
# every bm_* tool against a live `bm mcp` subprocess. Catches BM-API drift
# (e.g., a bm release renaming a tool argument) before our users see it.
concurrency:
group: hbm-integration-${{ github.workflow }}-${{ github.ref }}
cancel-in-progress: true
on:
push:
branches: [main]
workflow_dispatch:
jobs:
integration:
name: Integration tests (real bm + mcp)
runs-on: ubuntu-latest
timeout-minutes: 15
steps:
- uses: actions/checkout@v4
- name: Install uv
# No cache (no uv.lock to key off — see test.yml comment).
uses: astral-sh/setup-uv@v3
- name: Set up Python 3.12
# basic-memory itself requires 3.12+; the bm install needs that.
# Hermes-runtime compatibility (3.11) is covered by test.yml.
run: uv python install 3.12
- name: Install basic-memory CLI via uv
run: |
uv tool install basic-memory
# uv puts entry-point shims under ~/.local/bin
echo "$HOME/.local/bin" >> "$GITHUB_PATH"
- name: Verify bm is on PATH
run: |
which bm
bm --version
- name: Run integration tests
env:
BM_INTEGRATION: "1"
run: |
uv run --with pytest --with mcp --python 3.12 pytest tests/test_integration.py -v
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@@ -0,0 +1,36 @@
name: pr-title
on:
pull_request:
types: [opened, edited, synchronize]
jobs:
semantic-pr-title:
runs-on: ubuntu-latest
steps:
- uses: amannn/action-semantic-pull-request@v5
env:
GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}
with:
# Conventional-commit types we accept in PR titles + commit subjects.
types: |
feat
fix
chore
docs
style
refactor
perf
test
build
ci
# Single-file plugin — no real submodule structure. We don't require
# a scope, but if a contributor uses one we accept these:
scopes: |
core
tests
ci
docs
deps
requireScope: false
requireScopeForBreakingChange: true
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@@ -0,0 +1,194 @@
name: release
# Manual trigger: Actions → release → Run workflow. Always runs against main
# (the workflow validates GITHUB_REF). Steps:
# 1. Compute the new version from the `version` input (patch/minor/major
# or explicit semver). The *current* version is read from the latest
# git tag (`v*.*.*`) — NOT from __init__.py. This is robust to PRs that
# pre-bump __init__.py: the bump always runs from the last released
# version, not from whatever the working files happen to say.
# 2. Update __version__ in __init__.py and version in plugin.yaml to match
# the new tag — bringing the files in sync if a PR pre-bumped them.
# 3. Commit as `chore(release): vX.Y.Z`, tag, push to main + push the tag.
# 4. Publish a GitHub Release. Body is the matching `## [X.Y.Z]` block from
# CHANGELOG.md when present; otherwise auto-generated release notes.
#
# Recommended flow: land a PR that adds a `## [X.Y.Z]` section to CHANGELOG.md
# first, then run this workflow with the matching version so the release notes
# are the hand-written changelog instead of commit-message-derived notes.
on:
workflow_dispatch:
inputs:
version:
description: "Version bump (`patch`, `minor`, `major`) or explicit semver (`0.3.0`)"
required: true
default: "patch"
permissions:
contents: write
concurrency:
group: release-${{ github.ref }}
cancel-in-progress: false
jobs:
release:
name: Tag and Publish GitHub Release
runs-on: ubuntu-latest
steps:
- name: Validate trigger is main
run: |
if [ "$GITHUB_REF" != "refs/heads/main" ]; then
echo "::error::release must run against main. Got $GITHUB_REF"
exit 1
fi
- uses: actions/checkout@v4
with:
fetch-depth: 0
token: ${{ secrets.GITHUB_TOKEN }}
- name: Compute new version
id: bump
run: |
set -euo pipefail
VERSION_INPUT="${{ github.event.inputs.version }}"
# Current = latest released tag (sort by version, descending; pick
# the first v*.*.* tag). NOT __init__.py — a PR may have pre-bumped
# the version files, and we don't want to double-bump on top of
# that. The bump is computed from the last *released* version.
LAST_TAG=$(git tag --list 'v*.*.*' --sort=-v:refname | head -1 || true)
if [ -z "$LAST_TAG" ]; then
# First release in the repo. Seed with 0.0.0 so a `patch` bump
# yields v0.0.1, `minor` yields v0.1.0, `major` yields v1.0.0.
# Explicit semver inputs bypass the seed entirely.
CURRENT="0.0.0"
echo "No prior v*.*.* tag found; seeding current=0.0.0"
else
CURRENT="${LAST_TAG#v}"
echo "Latest released tag: $LAST_TAG (current=$CURRENT)"
fi
if [[ "$VERSION_INPUT" =~ ^(patch|minor|major)$ ]]; then
IFS=. read -r MAJ MIN PAT <<< "$CURRENT"
case "$VERSION_INPUT" in
major) MAJ=$((MAJ + 1)); MIN=0; PAT=0 ;;
minor) MIN=$((MIN + 1)); PAT=0 ;;
patch) PAT=$((PAT + 1)) ;;
esac
NEW="${MAJ}.${MIN}.${PAT}"
elif [[ "$VERSION_INPUT" =~ ^[0-9]+\.[0-9]+\.[0-9]+$ ]]; then
NEW="$VERSION_INPUT"
else
echo "::error::Invalid version input: '$VERSION_INPUT'"
echo "::error::Use patch|minor|major or explicit X.Y.Z"
exit 1
fi
if [ "$NEW" = "$CURRENT" ]; then
echo "::error::New version equals last released ($NEW). Pick a different version."
exit 1
fi
# Sanity check: refuse if __init__.py is already ahead of the
# version we're about to ship. Catches the "PR bumped to 0.5.0 but
# workflow was asked for a patch that would land 0.1.8" foot-gun
# before it overwrites the files.
FILE_VERSION=$(grep -E '^__version__ = ' __init__.py \
| sed -E 's/^__version__ = "([^"]+)".*/\1/')
if [ -n "$FILE_VERSION" ] && [ "$FILE_VERSION" != "$CURRENT" ] && [ "$FILE_VERSION" != "$NEW" ]; then
echo "::error::__init__.py reports version $FILE_VERSION, but the release would ship $NEW (last tag: $CURRENT)."
echo "::error::Reconcile by picking a version input that matches __init__.py, or roll __init__.py back to $CURRENT."
exit 1
fi
echo "New version: $NEW"
echo "current=$CURRENT" >> "$GITHUB_OUTPUT"
echo "version=$NEW" >> "$GITHUB_OUTPUT"
echo "tag=v$NEW" >> "$GITHUB_OUTPUT"
- name: Refuse if tag already exists
run: |
set -euo pipefail
TAG="${{ steps.bump.outputs.tag }}"
if git rev-parse --verify "refs/tags/$TAG" >/dev/null 2>&1; then
echo "::error::Tag $TAG already exists locally. Pick a different version."
exit 1
fi
if git ls-remote --tags origin "$TAG" | grep -q "refs/tags/$TAG$"; then
echo "::error::Tag $TAG already exists on origin. Pick a different version."
exit 1
fi
- name: Update version files
run: |
set -euo pipefail
NEW="${{ steps.bump.outputs.version }}"
sed -i -E "s/^__version__ = \"[^\"]+\"/__version__ = \"${NEW}\"/" __init__.py
sed -i -E "s/^version: .*/version: ${NEW}/" plugin.yaml
# Verify both files changed and that the new version is present.
grep -q "^__version__ = \"${NEW}\"" __init__.py
grep -q "^version: ${NEW}$" plugin.yaml
echo "--- diff ---"
git --no-pager diff -- __init__.py plugin.yaml
- name: Configure Git identity
run: |
git config user.name "github-actions[bot]"
git config user.email "41898282+github-actions[bot]@users.noreply.github.com"
- name: Commit and tag
run: |
set -euo pipefail
TAG="${{ steps.bump.outputs.tag }}"
git add __init__.py plugin.yaml
if git diff --cached --quiet; then
# PR already bumped the files to the target version. Tag the
# existing HEAD rather than creating an empty release commit.
echo "Version files already at ${TAG}; tagging current HEAD."
else
git commit -m "chore(release): ${TAG}"
fi
git tag -a "${TAG}" -m "${TAG}"
- name: Push commit and tag
run: |
set -euo pipefail
# HEAD push is a no-op when nothing was committed in this run.
git push origin HEAD:main
git push origin "${{ steps.bump.outputs.tag }}"
- name: Extract CHANGELOG section for this version
id: changelog
run: |
set -euo pipefail
VERSION="${{ steps.bump.outputs.version }}"
# Pull lines between `## [VERSION]` and the next `## [` heading.
SECTION=$(awk -v ver="$VERSION" '
$0 ~ "^## \\[" ver "\\]" { found=1; next }
found && /^## \[/ { exit }
found { print }
' CHANGELOG.md)
if [ -z "$SECTION" ]; then
echo "::warning::No CHANGELOG.md section found for v${VERSION} — falling back to auto-generated release notes."
echo "has_section=false" >> "$GITHUB_OUTPUT"
else
echo "has_section=true" >> "$GITHUB_OUTPUT"
{
echo 'body<<EOF_CHANGELOG'
echo "$SECTION"
echo 'EOF_CHANGELOG'
} >> "$GITHUB_OUTPUT"
fi
- name: Create GitHub Release
uses: softprops/action-gh-release@v2
with:
tag_name: ${{ steps.bump.outputs.tag }}
name: ${{ steps.bump.outputs.tag }}
body: ${{ steps.changelog.outputs.body }}
generate_release_notes: ${{ steps.changelog.outputs.has_section == 'false' }}
token: ${{ secrets.GITHUB_TOKEN }}
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@@ -0,0 +1,39 @@
name: tests
# Cancel an in-progress run when a new commit lands on the same branch — the
# latest result is the one we care about.
concurrency:
group: hbm-tests-${{ github.workflow }}-${{ github.ref }}
cancel-in-progress: true
on:
# Branch pushes already cover PRs (the PR branch tip is what's being tested),
# so we don't run the matrix twice for the same commit on push + pull_request.
push:
jobs:
unit:
name: Unit tests (Python ${{ matrix.python-version }})
runs-on: ubuntu-latest
timeout-minutes: 10
strategy:
fail-fast: false
matrix:
# 3.11 is the runtime Hermes itself ships on today; 3.12-3.14 cover
# forward-compat for whenever Hermes upgrades.
python-version: ["3.11", "3.12", "3.13", "3.14"]
steps:
- uses: actions/checkout@v4
- name: Install uv
# No `enable-cache: true` — the action's default cache key globs for
# `uv.lock`, which we don't ship (we use `uv run --with` instead of
# `uv sync`). Without a lock file the cache step errors out.
uses: astral-sh/setup-uv@v3
- name: Set up Python ${{ matrix.python-version }}
run: uv python install ${{ matrix.python-version }}
- name: Run unit tests
run: uv run --with pytest --python ${{ matrix.python-version }} pytest -q
+6
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@@ -0,0 +1,6 @@
__pycache__/
*.pyc
.venv/
.DS_Store
.pytest_cache/
*.egg-info/
+133
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@@ -0,0 +1,133 @@
# Changelog
All notable changes to this project will be documented in this file.
The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.1.0/), and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0.html).
## [0.3.2] — 2026-05-23
### Fixed
- **Let Basic Memory v0.21.3 self-route workspace-qualified identifiers and URLs.** Hermes no longer injects its configured default project into `bm_read`, `bm_edit`, `bm_delete`, `bm_move`, or `bm_context` calls when the identifier/URL is already workspace-qualified, such as `personal/main/...`, `memory://personal/main/...`, or an organization workspace slug with a 32-character hash suffix. This preserves Basic Memory Cloud's workspace-aware routing while keeping the existing default-project behavior for short/local identifiers.
## [0.3.1] — 2026-05-16
### Changed
- **Documented the Hermes Agent v0.14.0-compatible `/bm-*` slash-command monkeypatch.** `MONKEYPATCH.md` now distinguishes the plugin's runtime version from the Hermes Agent-side compatibility patch: plugin `v0.3.0` remains the correct runtime release for Hermes Agent `v0.13.x`, while Hermes Agent `v0.14.0` still needs the updated two-part core patch so gateway startup command discovery loads the active exclusive memory provider and the memory-provider collector delegates `register_command` / `register_skill`.
- **Clarified install guidance for users and agents.** The README known-issue section now points Hermes `v0.13.x` and `v0.14.0` users at the compatibility matrix in `MONKEYPATCH.md`, so agents do not mistake a plugin update for the required Hermes Agent core patch.
### Notes
- This is a documentation/compatibility-instructions release only. It does not change the plugin runtime code or Basic Memory data behavior. The plugin remains backward-compatible with Hermes Agent `v0.13.x`; the new documentation explains how to patch Hermes Agent `v0.14.0` until the upstream Hermes fix ships.
## [0.3.0] — 2026-05-12
### Added
- **Per-call project routing on every `bm_*` tool.** All eight tools now accept optional `project` (name) and `project_id` (UUID from `bm_projects`) parameters. The agent can write or read against a project other than the Hermes-configured one — useful when the user asks to write into a different cloud project (e.g. a personal `main` project) without reconfiguring the plugin. `project_id` takes precedence over `project`; both fall back to the configured default when omitted. Workspace routing is handled transparently by BM via `project_id` — no separate workspace parameter is needed.
- **`bm_projects` and `bm_workspaces` agent tools.** Promotes the discovery logic previously available only as `/bm-project` and `/bm-workspace` slash commands to agent-facing tools. `bm_projects` returns JSON with `name` and `external_id` (UUID) per project so the agent can hand the UUID to `bm_write` / `bm_read` / etc. via `project_id` — the unambiguous form across cloud workspaces. `bm_workspaces` lists BM Cloud workspaces (name, type, role, default flag). Together with per-call routing, these unblock the workflow Drew's friction note flagged: agent picks the right project + workspace before writing, instead of silently operating against the active Hermes memory project.
- **SKILL.md cross-project workflow** documenting the discovery → route → write → verify recipe end-to-end. Adds a "Permalinks" section covering the three canonical shapes (short, project-qualified, workspace-qualified) and the round-trip property where `bm_write`'s returned permalink self-routes for follow-up reads. A "Cross-project routing" section explains `project` (including workspace-qualified syntax like `"personal/main"`) vs `project_id` and when to use each. Also backfills `bm_recent` documentation (the tool shipped in 0.2.0 but the skill hadn't been updated).
- **SKILL.md "Further reading" section** linking to the official docs at [docs.basicmemory.com](https://docs.basicmemory.com), with raw-markdown URLs (`/raw/<path>.md`) the agent can `WebFetch` on demand for deeper material — knowledge format, observations & relations, memory URL wildcards, semantic search, cloud routing, BM's full MCP tool surface, and the `llms.txt` sitemap.
### Notes
- Addresses the routing, discovery, and documentation gaps in the real-world note "Hermes Basic Memory Cloud Task Experience." A proposed `bm_import` tool was evaluated and dropped — `read_file` + `bm_write` already composes the same operation with no new capability, at the cost of one more tool in the surface.
- The slash commands `/bm-project` and `/bm-workspace` still exist and behave identically — they continue to call `list_memory_projects` / `list_workspaces` directly via the actor. No behavior change for human use.
## [0.2.0] — 2026-05-11
### Added
- **Plugin-owned `/bm-*` slash commands** for CLI/gateway sessions. Eight commands give humans direct memory-graph access without going through the agent: `/bm-search`, `/bm-read`, `/bm-context`, `/bm-recent`, `/bm-status`, `/bm-remember`, `/bm-project`, `/bm-workspace`. Closes #2.
- **`bm_recent` tool** wrapping BM's `recent_activity`. Surfaces notes updated within a timeframe (`7d` default, accepts natural language like `"2 weeks"` or `"yesterday"`). Agent-facing and reused by `/bm-recent`.
- **`remember_folder` config key** (default `"bm-remember"`). Separate from `capture_folder` so manual captures via `/bm-remember` don't intermix with auto-generated session transcripts. Notes are tagged `manual-capture` for further disambiguation.
### Fixed
- **`ctx.register_skill(...)` was silently no-opping since 0.1.5** in real Hermes installs. Hermes loads memory-provider plugins through a stripped-down `_ProviderCollector` context (`plugins/memory/__init__.py`) that captures only `register_memory_provider`; `register_skill` and `register_command` are not delegated. The plugin now writes directly to `PluginManager._plugin_commands` and `_plugin_skills`, matching the entry shape and name normalization `PluginContext.register_command` / `register_skill` produce. This makes both the new slash commands and the bundled SKILL.md work in current Hermes installs. The clean fix lives upstream — a small patch to teach `_ProviderCollector` to delegate — and once that lands, the reach-in becomes a redundant double-write of identical entries. Forward-compat `ctx.register_command` / `ctx.register_skill` calls remain in place for the future code path.
### Notes
- `/bm-remember` derives the title from the first non-empty line of the input, trimmed to 80 chars; falls back to `Note YYYY-MM-DD HHMM UTC`.
- `/bm-workspace` short-circuits in local mode with a one-line explanation. Workspaces are a BM Cloud concept.
- Mid-session project/workspace switching is intentionally not supported in 0.2.0 — auto-capture would land in unexpected places. Tracked as a follow-up.
## [0.1.7] — 2026-05-10
### Changed
- **Stronger nudge in `system_prompt_block()`** to steer agents toward the `bm_*` tools instead of shelling out to `bm` CLI. Pre-v0.1.7 the prompt listed the tools neutrally; given Claude/Hermes models' heavy training-data exposure to `bm tool ...` CLI patterns, neutral language wasn't enough — agents reached for the shell by reflex, paying 1-2s of cold-start per call instead of ~0.1s through our persistent MCP connection. New prompt is explicit (**"Use the `bm_*` tools below directly — do not shell out to the `bm` CLI"**) and gives a one-line latency rationale so the model has a reason to follow it.
- `SKILL.md` mirrors the directive with a "Use `bm_*`, not the `bm` CLI" section + a tool-vs-CLI table.
### Added
- Regression test `test_system_prompt_block_steers_away_from_cli` locks in the directive language so future prompt edits don't accidentally weaken it.
## [0.1.6] — 2026-05-10
### Fixed
- **`bm_*` tools were never registered with Hermes's `MemoryManager._tool_to_provider`.** `get_tool_schemas()` was gated on `self._initialized`, but Hermes captures the schema list at *register* time — before `initialize()` runs. The gate caused every session to start with zero tools registered for our provider, so every LLM-issued `bm_search` (and friends) returned `"Unknown tool: bm_search"` from MemoryManager's dispatch. Symptoms were asymmetric: prefetch (recall injection) worked because it's invoked per-turn after init, but tool calls didn't. Schemas are static — they now return unconditionally, with `handle_tool_call()` doing the runtime "is the actor ready?" gate.
- Regression test pins this so we don't reintroduce it: `test_get_tool_schemas_unconditional` asserts `get_tool_schemas()` returns all 7 schemas on a fresh, uninitialized provider.
## [0.1.5] — 2026-05-10
### Added
- Bundled `SKILL.md` is now auto-registered via `ctx.register_skill("basic-memory", ...)` during plugin load. No more manual symlink to `~/.hermes/skills/`. The skill is opt-in (resolvable via `skill:view basic-memory:basic-memory`); always-on agent guidance still flows through `system_prompt_block()`.
### Changed
- README rewritten for community install. Lead command is now `hermes plugins install basicmachines-co/hermes-basic-memory`. Clone-and-symlink instructions moved to the Development section.
- Added GitHub Actions CI: unit tests on push and PR.
- Added this CHANGELOG.
## [0.1.4] — 2026-05-10
### Added
- `_uv_binary_path()` and `_install_bm_via_uv()`. When `bm` is missing from the host, the plugin runs `uv tool install basic-memory --quiet` once at first `initialize()`. The bm binary lands at `~/.local/bin/bm` — the same canonical path a manual `uv tool install basic-memory` produces, so subsequent manual installs are no-ops rather than creating a second install.
- 8 new unit tests covering `is_available()` with bm/uv combinations, the install subprocess (success / non-zero exit / OSError / no-uv), and `initialize()` install-or-not branching.
### Changed
- `is_available()` now returns `True` when **either** `bm` is on disk **or** `uv` is on disk (we can install the missing CLI ourselves).
- README's prerequisites section: dropped manual basic-memory install requirement; added the one-time ~10s cold-start note.
## [0.1.3] — 2026-05-10
### Fixed
- README's cloud-mode section described the wrong setup (`bm project add ... --cloud --local-path` + `bm cloud bisync`), which gives a local-mode project with file-level cloud sync rather than true cloud routing. Replaced with `bm project set-cloud <name> --workspace <name>`, which flips the project to `ProjectMode.CLOUD` so tool calls route over HTTPS to `<cloud_host>/proxy` directly. No local files involved.
- Documented OAuth / API-key auth options, and the `--workspace` requirement when the user belongs to multiple BM Cloud workspaces.
## [0.1.2] — 2026-05-10
### Changed
- `_default_project()`: `"hermes-memory"` (was `"hermes-{hostname}"`).
- `_default_project_path()`: `~/hermes-memory/` (was `~/.basic-memory/hermes/`). The previous path violated the principle that `~/.basic-memory/` is reserved for BM's app state, not project storage.
### Added
- `_bm_known_projects()` reads bm's `~/.basic-memory/config.json`. `BasicMemoryProvider._verify_project_registered()` uses it to refuse initialization when `mode: cloud` is set against a project that isn't registered with bm. Local mode still auto-creates as before.
- 13 new unit tests for the introspection + bail-out paths.
## [0.1.1] — 2026-05-10
### Added
- `tests/test_actor.py` — 15 tests covering `_BmMcpActor` lifecycle, call dispatch, timeout-with-cancellation, idempotent shutdown.
- `tests/test_capture.py` — 25 tests for `sync_turn` (first-write + append paths), `on_session_end` summary shape, and gating.
- `tests/test_prefetch.py` — 25 tests for `prefetch` / `queue_prefetch` / `_format_prefetch` including forward-compat with unknown response fields.
- `tests/test_integration.py` — 12 gated tests exercising every tool against a real `bm` MCP server (`BM_INTEGRATION=1` + `bm` + `mcp`). Each session uses a throwaway BM project that's torn down on completion.
### Changed
- `_BmMcpActor.call` now refuses calls after `shutdown()` (sets `_running=False`) and cancels the underlying coroutine on timeout instead of leaking it.
- `_format_prefetch` defensively coerces non-string fields and skips non-dict entries.
- Added module-level `__version__`, kept in sync with `plugin.yaml` (verified by a test).
## [0.1.0] — 2026-05-10
### Added
- Initial release of the Hermes Memory Provider plugin for Basic Memory.
- Seven `bm_*` agent tools: `bm_search`, `bm_read`, `bm_write`, `bm_edit`, `bm_context`, `bm_delete`, `bm_move`.
- Per-turn capture (`sync_turn`) and end-of-session summary (`on_session_end`).
- Local mode (default) with auto-created BM project; cloud mode with project-name-based routing.
- Single-file plugin at `__init__.py`, AGPL-3.0-or-later.
- 84-test pytest suite.
[0.3.2]: https://github.com/basicmachines-co/hermes-basic-memory/releases/tag/v0.3.2
[0.3.1]: https://github.com/basicmachines-co/hermes-basic-memory/releases/tag/v0.3.1
[0.3.0]: https://github.com/basicmachines-co/hermes-basic-memory/releases/tag/v0.3.0
[0.2.0]: https://github.com/basicmachines-co/hermes-basic-memory/releases/tag/v0.2.0
[0.1.7]: https://github.com/basicmachines-co/hermes-basic-memory/releases/tag/v0.1.7
[0.1.6]: https://github.com/basicmachines-co/hermes-basic-memory/releases/tag/v0.1.6
[0.1.5]: https://github.com/basicmachines-co/hermes-basic-memory/releases/tag/v0.1.5
[0.1.4]: https://github.com/basicmachines-co/hermes-basic-memory/releases/tag/v0.1.4
[0.1.3]: https://github.com/basicmachines-co/hermes-basic-memory/releases/tag/v0.1.3
[0.1.2]: https://github.com/basicmachines-co/hermes-basic-memory/releases/tag/v0.1.2
[0.1.1]: https://github.com/basicmachines-co/hermes-basic-memory/releases/tag/v0.1.1
[0.1.0]: https://github.com/basicmachines-co/hermes-basic-memory/releases/tag/v0.1.0
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# Hermes slash-command monkeypatch
This document describes the Hermes Agent-side patch needed when `/bm-*` slash commands do not appear in the gateway even though the Basic Memory provider itself is installed and working.
This issue is tracked upstream in https://github.com/NousResearch/hermes-agent/issues/23603
Agents may use this file as a guide to add support for `/bm-*` slash commands in Hermes Agent builds that do not yet include the upstream fix.
## Current status and compatibility
This is a **Hermes Agent-side** compatibility patch, not a Basic Memory plugin runtime patch.
| Hermes Agent version | Basic Memory plugin version | Guidance |
|---|---:|---|
| `v0.13.x` | `v0.3.0` | Plugin `v0.3.0` remains the right runtime release. If `/bm-*` commands are missing, use the Hermes Agent-side monkeypatch below or wait for the upstream Hermes fix. |
| `v0.14.0` / `v2026.5.16` | `v0.3.1` docs, runtime still equivalent to `v0.3.0` | The plugin runtime still works, but Hermes Agent `v0.14.0` still does **not** include the upstream slash-command discovery fix. Use the v0.14.0-compatible Hermes Agent-side patch below. |
| Future Hermes release with upstream fix | Latest plugin | Do **not** apply this monkeypatch unless `/bm-*` commands are still absent; the fix should be redundant once Hermes loads active exclusive memory-provider commands during command discovery. |
Checked against Hermes Agent `v2026.5.16` / `v0.14.0` on 2026-05-16: the upstream Hermes release still does **not** include this fix. After applying the Hermes Agent-side patch below locally, `get_plugin_commands()` returns the expected `/bm-*` commands.
Important nuance: recent `hermes-basic-memory` versions include a best-effort PluginManager reach-in that registers commands when the provider is loaded. That workaround alone is not enough for gateway startup discovery in affected Hermes builds, because `get_plugin_commands()` does not load the active exclusive memory provider. The Hermes Agent-side patch is still needed until upstream command discovery loads the active memory provider and the memory-provider collector delegates command/skill registration.
Release/tagging note for agents: `v0.3.1` is a documentation release that clarifies Hermes Agent `v0.14.0` compatibility instructions. It does not require users on Hermes Agent `v0.13.x` to change plugin runtime behavior, and it should not be interpreted as a Basic Memory data/schema migration.
## Problem
`hermes-basic-memory` is an **exclusive memory-provider plugin**. Hermes loads exclusive memory providers through `plugins.memory`, not through the normal `PluginManager` discovery path.
Gateway adapters register native slash commands during startup by calling Hermes's plugin command discovery APIs. In affected Hermes builds, that startup path only sees commands registered by normal plugins. The active memory provider has not been loaded yet, and the memory-provider loader uses a collector that captures only `register_memory_provider(...)`. As a result, commands registered by this plugin with `ctx.register_command(...)` never reach the central plugin command registry before Discord/native slash-command sync.
Symptoms:
- `hermes memory status` shows `Provider: basic-memory` and `Status: available`.
- Agent tools such as `bm_search`, `bm_read`, and `bm_recent` work.
- Native slash commands such as `/bm-search`, `/bm-read`, and `/bm-context` are missing after `hermes gateway restart`.
## Target behavior
When Hermes builds its plugin command list, it should also load the configured active memory provider once, allowing that provider to register commands and skills into the same central registries used by ordinary plugins.
After the patch, `get_plugin_commands()` should include commands such as:
```text
bm-context
bm-project
bm-read
bm-recent
bm-remember
bm-search
bm-status
bm-workspace
```
## Files to patch in Hermes Agent
Patch these files in the Hermes Agent repository, not in this plugin repository:
```text
hermes_cli/plugins.py
plugins/memory/__init__.py
```
Recommended tests to add/update in Hermes Agent:
```text
tests/hermes_cli/test_plugin_cli_registration.py
tests/hermes_cli/test_plugins.py
```
## Implementation outline
### 1. Load active memory-provider commands from `get_plugin_commands()`
In `hermes_cli/plugins.py`, add module-level idempotency/recursion guards near the global plugin manager:
```python
_plugin_manager: Optional[PluginManager] = None
_memory_provider_command_loads: set[str] = set()
_memory_provider_command_loading = False
```
Update `get_plugin_commands()` so it first ensures normal plugin discovery, then best-effort loads the active memory provider before returning the command registry:
```python
def get_plugin_commands() -> Dict[str, dict]:
"""Return the full plugin commands dict (name → {handler, description, plugin}).
Triggers idempotent plugin discovery so callers can use plugin commands
before any explicit discover_plugins() call. Also initializes the active
memory provider once so exclusive memory-provider plugins can contribute
gateway slash commands during startup discovery.
"""
manager = _ensure_plugins_discovered()
_ensure_active_memory_provider_commands_loaded()
return manager._plugin_commands
```
Add the helper:
```python
def _ensure_active_memory_provider_commands_loaded() -> None:
"""Best-effort load of the active memory provider's slash commands."""
global _memory_provider_command_loading
if _memory_provider_command_loading:
return
try:
from plugins import memory as memory_plugins
active = memory_plugins._get_active_memory_provider()
if not active or active in _memory_provider_command_loads:
return
_memory_provider_command_loading = True
try:
memory_plugins.load_memory_provider(active)
_memory_provider_command_loads.add(active)
finally:
_memory_provider_command_loading = False
except Exception as exc:
logger.debug(
"Failed to load active memory-provider plugin commands: %s",
exc,
exc_info=_PLUGINS_DEBUG,
)
```
Notes:
- This must be best-effort; command discovery should not break Hermes startup if a memory provider is misconfigured.
- The recursion guard prevents `load_memory_provider(...)` → provider `register(...)``ctx.register_command(...)` → plugin manager access from re-entering endlessly.
- The load set prevents duplicate provider command registration work.
### 2. Make the memory-provider collector delegate commands and skills
In `plugins/memory/__init__.py`, import `Callable`:
```python
from typing import Callable, List, Optional, Tuple
```
When loading a provider directory, pass the plugin/provider name to the collector:
```python
collector = _ProviderCollector(plugin_name=name)
```
Replace the collector that only captures `register_memory_provider(...)` with a plugin-context shim that also delegates `register_command(...)` and `register_skill(...)` into the central `PluginManager` registries:
```python
class _ProviderCollector:
"""Plugin-context shim used while loading memory providers.
Memory providers are exclusive plugins and are loaded by this module
instead of the general PluginManager. They still need access to the same
slash-command and skill registries as normal plugins, otherwise active
memory-provider commands are invisible during gateway startup discovery.
"""
def __init__(self, plugin_name: str = "memory-provider"):
self.provider = None
self.plugin_name = plugin_name
def register_memory_provider(self, provider):
self.provider = provider
def register_command(
self,
name: str,
handler: Callable,
description: str = "",
args_hint: str = "",
) -> None:
"""Register a memory-provider slash command with PluginManager."""
try:
from hermes_cli.plugins import _ensure_plugins_discovered
except Exception:
return
clean = name.lower().strip().lstrip("/").replace(" ", "-")
if not clean:
return
try:
manager = _ensure_plugins_discovered()
except Exception:
return
plugin_commands = getattr(manager, "_plugin_commands", None)
if plugin_commands is None:
return
plugin_commands[clean] = {
"handler": handler,
"description": description or "Plugin command",
"plugin": self.plugin_name,
"args_hint": (args_hint or "").strip(),
}
def register_skill(
self,
name: str,
path: Path,
description: str = "",
) -> None:
"""Register a memory-provider skill with PluginManager."""
try:
from agent.skill_utils import _NAMESPACE_RE
from hermes_cli.plugins import _ensure_plugins_discovered
except Exception:
return
if ":" in name or not name or not _NAMESPACE_RE.match(name):
raise ValueError(f"Invalid skill name '{name}'.")
if not path.exists():
raise FileNotFoundError(f"SKILL.md not found at {path}")
try:
manager = _ensure_plugins_discovered()
except Exception:
return
plugin_skills = getattr(manager, "_plugin_skills", None)
if plugin_skills is None:
return
plugin_skills[f"{self.plugin_name}:{name}"] = {
"path": path,
"plugin": self.plugin_name,
"bare_name": name,
"description": description,
}
```
Keep existing no-op methods such as `register_tool(...)` and `register_cli_command(...)` as no-ops unless the target Hermes version expects otherwise.
## Verification
From the Hermes Agent repository, run focused compile/tests:
```bash
python -m py_compile hermes_cli/plugins.py plugins/memory/__init__.py
python -m pytest \
tests/hermes_cli/test_plugins.py::TestPluginCommands::test_get_plugin_commands_loads_active_memory_provider_commands \
tests/hermes_cli/test_plugin_cli_registration.py::TestProviderCollectorRegistration \
-q -o 'addopts='
```
Then verify the active config sees the Basic Memory commands:
```bash
python - <<'PY'
import hermes_cli.plugins as p
p._plugin_manager = None
p._memory_provider_command_loads.clear()
cmds = p.get_plugin_commands()
print(sorted(k for k in cmds if k.startswith('bm-')))
PY
```
Expected output:
```text
['bm-context', 'bm-project', 'bm-read', 'bm-recent', 'bm-remember', 'bm-search', 'bm-status', 'bm-workspace']
```
Finally restart the gateway so native slash commands are synced:
```bash
hermes gateway restart
```
For Discord, global command propagation can lag briefly. If the commands do not show immediately, type `/bm` directly or reload the Discord client.
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# hermes-basic-memory
[![License: AGPL v3](https://img.shields.io/badge/License-AGPL_v3-blue.svg)](https://www.gnu.org/licenses/agpl-3.0)
Hermes Memory Provider plugin that gives [Hermes Agent](https://github.com/NousResearch/hermes-agent) a persistent knowledge graph backed by [Basic Memory](https://github.com/basicmachines-co/basic-memory).
The plugin replaces Hermes's "no external memory provider" with a real graph: search-before-answer recall, per-turn capture, end-of-session summaries, and ten `bm_*` tools the agent can call directly. Local mode by default; one CLI flip switches to true cloud routing through Basic Memory Cloud.
## Install
```bash
hermes plugins install basicmachines-co/basic-memory --path integrations/hermes
```
Then activate it in `~/.hermes/config.yaml`:
```yaml
memory:
provider: basic-memory
```
If you run the gateway, restart it (`hermes gateway restart`). Done.
If your installed Hermes build does not support `--path`, use the final deprecated `basicmachines-co/hermes-basic-memory` pointer release until Hermes subpath installs are available. Ongoing development now lives in [`basic-memory/integrations/hermes`](https://github.com/basicmachines-co/basic-memory/tree/main/integrations/hermes).
The plugin self-installs the `basic-memory` CLI on first init via `uv tool install basic-memory` (one-time ~10s pause if it isn't already present). The bm binary lands at `~/.local/bin/bm` — the same location a manual `uv tool install basic-memory` would produce, so a later manual install or upgrade is a no-op rather than a second install.
### Prerequisites
- [Hermes Agent](https://github.com/NousResearch/hermes-agent)
- [`uv`](https://docs.astral.sh/uv/) on PATH (used for the bootstrap install)
- The `mcp` Python package in the Hermes venv. If `hermes plugins install` doesn't auto-install it (it follows `pip_dependencies` in `plugin.yaml`), run:
```bash
uv pip install --python ~/.hermes/hermes-agent/venv/bin/python mcp
```
### Verify
```bash
hermes memory status
```
Expected:
```
Provider: basic-memory
Plugin: installed ✓
Status: available ✓
```
## What the agent gets
Ten tools (curated subset of Basic Memory's MCP surface):
| Tool | Use |
|---|---|
| `bm_search` | Semantic + full-text search; **call this before answering** |
| `bm_read` | Fetch a note by title, permalink, or `memory://` URL |
| `bm_write` | Create a new note (capture decisions, meeting notes, insights) |
| `bm_edit` | Append, prepend, find/replace, replace-section |
| `bm_context` | Navigate via `memory://` URLs to find related notes |
| `bm_delete` | Delete a note |
| `bm_move` | Move a note to a different folder |
| `bm_recent` | List notes updated recently (default `7d`; accepts natural-language timeframes) |
| `bm_projects` | List available projects with their UUIDs (for cross-project routing) |
| `bm_workspaces` | List Basic Memory Cloud workspaces |
Every read/write tool also accepts optional `project` / `project_id` for per-call routing — write or read against a project other than the configured one without reconfiguring the plugin.
Plus automatic capture:
- **Per turn**: every user/assistant exchange appends to a running session-transcript note
- **End of session**: a separate summary note is written, linked back to the transcript via a `summary_of` relation
A bundled skill (`skill:view basic-memory:basic-memory`) gives the agent a longer reference doc on top of the always-on `system_prompt_block`.
## Slash commands
For direct, in-session use without going through the agent (requires Hermes ≥ v0.11.0):
| Command | Use |
|---|---|
| `/bm-search <query>` | Search the knowledge graph; returns compact title/permalink/preview rows. |
| `/bm-read <identifier>` | Read a note by title, permalink, or `memory://` URL. |
| `/bm-context <identifier>` | Build context for a note (target + related). |
| `/bm-recent [timeframe]` | Recently updated notes. Default `7d`; accepts `"2 weeks"`, `"yesterday"`, etc. |
| `/bm-status` | Plugin/provider state: mode, project, capture flags, bm CLI path. |
| `/bm-remember <text>` | Capture a quick note. Title = first line (≤80 chars), folder = `remember_folder` (default `bm-remember`), tagged `manual-capture`. |
| `/bm-project` | List all known projects; the active one is marked. |
| `/bm-workspace` | List BM Cloud workspaces. Cloud mode only — prints an explanatory line in local mode. |
Examples:
```text
/bm-search Q3 OKRs
/bm-read decisions/auth-rewrite
/bm-recent yesterday
/bm-remember Reminder: switch the staging job to the new image after the rebase lands.
```
`/bm-project` and `/bm-workspace` are read-only in 0.2.0 — mid-session switching is intentionally not supported because auto-capture would otherwise land in the wrong place. Tracked as a follow-up.
### Known issue: `/bm-*` commands may not appear in some Hermes gateway builds
Plugin v0.2.0 and later register the commands above, but some Hermes Agent gateway builds do not discover slash commands contributed by an **exclusive memory-provider plugin** during startup. The symptoms are:
- the memory tools work for the agent (`bm_search`, `bm_read`, etc.);
- `hermes memory status` shows `Provider: basic-memory` and `Status: available`; but
- Discord/native slash command pickers do not show `/bm-search`, `/bm-read`, `/bm-context`, and the other `/bm-*` commands after `hermes gateway restart`.
This is a Hermes Agent plugin-discovery issue, not a Basic Memory runtime issue. It is tracked upstream in [NousResearch/hermes-agent#23603](https://github.com/NousResearch/hermes-agent/issues/23603). Updating the Basic Memory plugin alone cannot fix affected gateway startup discovery; Hermes Agent itself must include or receive the compatibility patch. Until the upstream Hermes fix is available in your installed Hermes version, use one of these workarounds:
1. apply the Hermes Agent-side patch described in [MONKEYPATCH.md](MONKEYPATCH.md), which includes compatibility notes for Hermes Agent v0.13.x and v0.14.0; or
2. use the agent tools directly (`bm_search`, `bm_read`, `bm_recent`, etc.) instead of native slash commands.
After applying an updated or patched Hermes build, restart the gateway so Discord/native slash commands are re-synced:
```bash
hermes gateway restart
```
If Discord still does not show the commands immediately, type `/bm` directly or reload the Discord client; global command propagation can lag briefly.
## Configuration
Defaults are reasonable for local use:
| Key | Default | Notes |
|---|---|---|
| `mode` | `local` | `local` (in-process) or `cloud` (route through BM Cloud API) |
| `project` | `hermes-memory` | BM project name |
| `project_path` | `~/hermes-memory/` | Local mode only — where session notes land |
| `capture_folder` | `hermes-sessions` | Folder within the project for session notes |
| `capture_per_turn` | `true` | Append every turn to a session transcript |
| `capture_session_end` | `true` | Write a summary note when the session ends |
| `remember_folder` | `bm-remember` | Folder where `/bm-remember` captures land (kept separate from session transcripts) |
To override, write `~/.hermes/basic-memory.json` or run `hermes memory setup basic-memory`:
```json
{
"mode": "local",
"project": "hermes-memory",
"project_path": "~/hermes-memory/",
"capture_per_turn": true,
"capture_session_end": true,
"capture_folder": "hermes-sessions",
"remember_folder": "bm-remember"
}
```
In local mode the plugin auto-creates the BM project on first init via `bm project add`. In cloud mode it doesn't — you create the cloud-routed project yourself (see below) and the plugin verifies it's registered before initializing.
### Cloud mode
When `mode: cloud`, tool calls route directly through the BM cloud API — no local file mirror, no bisync. You set this up once with the BM CLI:
```bash
# Authenticate (OAuth) or save an API key
bm cloud login # OAuth — interactive
# OR for headless/automation:
bm cloud create-key "hermes"
bm cloud set-key bmc_...
# Create the project, then flip it to cloud routing.
# --workspace is required if you belong to more than one workspace
# (otherwise BM auto-resolves the only one available).
bm project add hermes-memory-cloud
bm project set-cloud hermes-memory-cloud --workspace Personal
# Point the plugin at it
cat > ~/.hermes/basic-memory.json <<EOF
{
"mode": "cloud",
"project": "hermes-memory-cloud",
"capture_per_turn": true,
"capture_session_end": true,
"capture_folder": "hermes-sessions"
}
EOF
hermes gateway restart
```
Tool calls now route from `bm mcp``<cloud_host>/proxy` over HTTPS using your OAuth token (or API key). Notes never touch local disk.
**Don't confuse cloud mode with `bm cloud bisync`.** Bisync is rclone-style two-way file sync between a *local* project and cloud storage, intended for keeping local working copies. For agent-driven capture you want true cloud routing (`set-cloud`), not bisync.
## Updating / removing
```bash
hermes plugins update basic-memory
hermes plugins remove basic-memory # then revert memory.provider in config.yaml
```
## Foot-guns
- **`<memory-context>` tags in notes**: Hermes's streaming output scrubber strips literal `<memory-context>...</memory-context>` blocks from assistant text. If a note contains those tags and the assistant echoes the body verbatim, the echoed copy gets eaten mid-stream. Tool results inbound are unaffected. Avoid those tags in BM notes; if you must include them, fence in a code block.
- **Single external provider**: Hermes accepts only one external memory provider at a time. Activating basic-memory displaces any other.
- **CLI cold start**: `hermes -z ...` invocations spawn `bm mcp` per run (~2-5s). Long-running gateway sessions amortize this.
- **Multiple cloud workspaces**: if your BM Cloud account belongs to more than one workspace, `bm project set-cloud` must be invoked with `--workspace <name>`. Otherwise tool calls fail with "Multiple workspaces are available".
## Development
The plugin is a single-file Python module at `__init__.py`. The Hermes plugin loader expects `register(ctx)` and grep-detects either `register_memory_provider` or `MemoryProvider` in the file.
For local development (point Hermes at your working tree instead of going through `hermes plugins install`):
```bash
git clone https://github.com/basicmachines-co/basic-memory ~/code/basic-memory
mkdir -p ~/.hermes/plugins
ln -snf ~/code/basic-memory/integrations/hermes ~/.hermes/plugins/basic-memory
```
### Running tests
```bash
# From the monorepo root
just package-check-hermes
# Or from integrations/hermes
just check
# Unit tests (fast, hermetic — no Hermes or bm required)
uv run --with pytest pytest
# Integration tests (gated — exercise every tool against a real bm MCP server)
BM_INTEGRATION=1 uv run --with pytest --with mcp pytest tests/test_integration.py
```
The unit suite stubs out Hermes-internal imports (`agent.memory_provider`, `tools.registry`) so it runs without a Hermes install. `mcp` is optional at unit-test time — its absence just makes `is_available()` return False, which the tests verify.
Integration tests require `BM_INTEGRATION=1`, `bm` CLI on PATH, and `mcp` Python package importable. Each session creates a unique throwaway BM project (under `tempfile.mkdtemp`) and removes it on teardown, so they never touch your real BM projects.
## License
AGPL-3.0-or-later, matching [basic-memory](https://github.com/basicmachines-co/basic-memory). See [LICENSE](LICENSE).
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# Basic Memory Hermes plugin checks
repo_root := "../.."
# Validate plugin.yaml, module entrypoint, bundled skill, and test layout.
manifest-check:
python3 {{repo_root}}/scripts/validate_hermes_plugin.py .
# Unit tests are hermetic and do not require a Hermes install.
test:
uv run --no-project --with pytest --with pytest-cov --python 3.12 pytest -q --cov=. --cov-report=term-missing
# Gated integration test against a real bm MCP server.
test-int:
BM_INTEGRATION=1 uv run --no-project --with pytest --with mcp --python 3.12 pytest tests/test_integration.py -q
# Full local check.
check: manifest-check test
# Show available recipes
default:
@just --list
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name: basic-memory
version: 0.21.6
description: "Basic Memory — persistent knowledge graph backed by the basic-memory MCP server"
pip_dependencies:
- mcp
hooks:
- prefetch
- queue_prefetch
- sync_turn
- on_session_end
- shutdown
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[pytest]
testpaths = tests
addopts = -ra
pythonpath =
.
tests/stubs
filterwarnings =
ignore::DeprecationWarning
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pytest>=7.0
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---
name: basic-memory
description: Use the Basic Memory knowledge graph for persistent memory across sessions. Search before answering; capture decisions, meetings, and insights as notes.
category: memory
---
# Basic Memory Knowledge Graph
You have access to a persistent knowledge graph backed by Basic Memory. The graph survives across sessions and is shared with other tools (Claude Desktop, Obsidian, the `bm` CLI). Use the `bm_*` tools below to recall and capture information.
## Use `bm_*`, not the `bm` CLI
**Always invoke the `bm_*` tools directly. Do not shell out to the `bm` CLI for note operations.**
The `bm_*` tools route through a persistent MCP connection — roughly 0.1 seconds per call. Running `bm` from the shell spawns a fresh Python process per call (1-2 seconds of cold-start every time) and bypasses Hermes's automatic per-turn capture, so the session-transcript and summary notes won't reflect what you did.
The CLI is fine when you genuinely need a feature these wrappers don't expose (rare). Otherwise, prefer:
| Use case | Tool (not CLI) |
|---|---|
| Search the graph | `bm_search` |
| Read a note | `bm_read` |
| Create / update a note | `bm_write` / `bm_edit` |
| Navigate relations | `bm_context` |
| Move / delete | `bm_move` / `bm_delete` |
| What's been touched lately | `bm_recent` |
| List available projects | `bm_projects` |
| List cloud workspaces | `bm_workspaces` |
## Tool reference
### `bm_search` — search the graph
Use **before** answering questions about prior decisions, projects, meetings, or anything that might already be documented.
```
bm_search({ query: "auth strategy decision", limit: 5 })
```
### `bm_read` — fetch a note's full content
After search shows a relevant note, read it for context.
```
bm_read({ identifier: "decisions/auth-strategy" })
bm_read({ identifier: "memory://projects/api-redesign" })
```
### `bm_context` — navigate via memory:// URLs
Returns the target note plus related notes via traversed relations.
```
bm_context({ url: "memory://projects/api-redesign", depth: 1 })
```
### `bm_write` — capture new knowledge
When the user shares a decision, meeting outcome, or insight worth keeping, capture it. Use clear titles and a folder.
```
bm_write({
title: "API Authentication Decision",
folder: "decisions",
content: "# API Authentication\n\n## Context\n...\n\n## Decision\n..."
})
```
Recommended folders: `projects/`, `decisions/`, `meetings/`, `concepts/`, `weekly/`.
### `bm_edit` — incremental updates
Operations: `append`, `prepend`, `find_replace` (requires `find_text`), `replace_section` (requires `section`).
```
bm_edit({
identifier: "projects/api-redesign",
operation: "append",
content: "\n## Update 2026-05-09\nDeployed to staging."
})
```
### `bm_delete` / `bm_move` — maintenance
Use sparingly. `bm_move` takes `new_folder`.
### `bm_recent` — what's been touched lately
Returns notes updated within a window. Use when there's no specific query yet — e.g. "what was I working on yesterday?"
```
bm_recent({ timeframe: "7d" })
bm_recent({ timeframe: "yesterday", limit: 20 })
bm_recent({ timeframe: "2 weeks", type: "entity" })
```
`timeframe` accepts natural language (`"yesterday"`, `"2 weeks"`, `"last month"`) or compact forms (`"7d"`, `"24h"`). Default is `7d`.
### `bm_projects` — list available projects
Returns name, workspace slug, and `external_id` (UUID) per project across local and cloud. Call this when the user names a project that isn't the active one. Route follow-up tool calls either by workspace-qualified name (`project: "personal/main"`) or by UUID (`project_id: "bf2a4c1e-d77f-..."`) — see Cross-project routing below.
```
bm_projects()
```
### `bm_workspaces` — list BM Cloud workspaces
Workspaces are a BM Cloud concept. Returns name, type, role, and default flag. Pair with `bm_projects` when the same project name might exist in more than one workspace and you need to disambiguate.
```
bm_workspaces()
```
## Permalinks
A permalink is the canonical, URL-friendly identifier for a note. Three shapes exist; the read/write tools accept all of them:
| Shape | Example | When |
|---|---|---|
| **Short** | `decisions/auth-strategy` | Bare `folder/note-slug`. Tools need a `project` (or `project_id`) arg to route — the permalink alone isn't enough. |
| **Project-qualified** | `main/decisions/auth-strategy` | `project-name/folder/note-slug`. Carries enough context to route without a separate `project` arg. |
| **Workspace-qualified** | `personal/main/decisions/auth-strategy` | `workspace-slug/project-name/folder/note-slug`. Fully routes, including across cloud workspaces with same-named projects. |
**Important: the permalink returned by `bm_write` already encodes the routing it needs for follow-up reads.** If you wrote with `project="personal/main"`, you get back `personal/main/folder/note-slug` and can call `bm_read({ identifier: <that permalink> })` with no `project` arg. The permalink self-routes.
`memory://` URLs follow the same shapes: `memory://personal/main/decisions/auth-strategy` is valid. The `memory://` prefix is optional for `bm_read` (any of the three permalink shapes works directly); `bm_context` expects the prefix.
## Cross-project routing
Every read/write tool (`bm_search`, `bm_read`, `bm_write`, `bm_edit`, `bm_context`, `bm_delete`, `bm_move`, `bm_recent`) accepts optional `project` and `project_id`:
- `project` — project name, optionally workspace-qualified. Plain (`"main"`) when the name is globally unique; qualified (`"personal/main"`, `"team-paul/research"`) when you need to pick a specific cloud workspace by slug.
- `project_id` — UUID from `bm_projects` (`external_id` field). The most stable identifier — survives project renames and works across workspaces without qualification. Wins over `project` if both are passed.
Omit both and the call uses the Hermes-configured active project.
```
# Plain project name (unique)
bm_write({ title: "...", folder: "...", content: "...", project: "main" })
# Workspace-qualified name (disambiguates same-named projects across workspaces)
bm_write({ title: "...", folder: "...", content: "...", project: "personal/main" })
# UUID (most stable, survives renames)
bm_write({ title: "...", folder: "...", content: "...", project_id: "bf2a4c1e-d77f-..." })
```
`bm_projects` and `bm_workspaces` themselves do **not** take routing — they list across everything.
## Recipe: writing an existing file into a specific project
When the user asks something like *"save this markdown file to my personal `main` project, return the permalink"*:
1. **Discover the project.** Call `bm_projects()` and find the entry matching the user's described project + workspace. You can route by either the workspace-qualified name (`personal/main`) or the UUID (`external_id`).
```
bm_projects()
# → [{name: "main", external_id: "bf2a4c1e-d77f-4b7a-9c3e-5d8a1f0e2b6d", workspace: "Personal", ...}, ...]
```
If a project name appears in multiple workspaces, use `bm_workspaces()` to confirm which slug you want.
2. **Read the file from disk.** Use Hermes's filesystem tool (not a `bm_*` tool — local files aren't in the graph yet).
3. **Write the note with explicit routing.** Either form works; the workspace-qualified name reads cleaner in logs, the UUID is more durable.
```
bm_write({
title: "StartWithDrew Level 9 Task Queue",
folder: "startwithdrew",
content: <file body>,
project: "personal/main"
})
# → returns "personal/main/startwithdrew/start-with-drew-level-9-task-queue"
# (the returned permalink is workspace-qualified — carries its own routing)
```
4. **Verify by reading back.** No `project` arg needed — the workspace-qualified permalink routes itself.
```
bm_read({ identifier: "personal/main/startwithdrew/start-with-drew-level-9-task-queue" })
```
Return the permalink (and the project name for clarity) to the user.
## When to use each tool
| Situation | Tool |
|---|---|
| User asks about a topic that might already be documented | `bm_search` first, then `bm_read` |
| User exposes a decision, plan, or meeting outcome | offer to `bm_write` |
| Updating prior work | `bm_edit` (append for time-ordered logs, replace_section for living docs) |
| Exploring related concepts | `bm_context` |
| "What was I working on yesterday?" / no specific query yet | `bm_recent` |
| User names a project that isn't the active one | `bm_projects` → call read/write tool with `project: "workspace/name"` or `project_id: "<uuid>"` |
| Same project name might exist in multiple workspaces | `bm_projects` (+ `bm_workspaces` if needed) → route with workspace-qualified `project` or `project_id` |
| Following up on a freshly-written note | Use the returned permalink directly — it already encodes the routing |
## Note structure
BM treats `- [category]` lines as **observations** and WikiLink lines under `## Relations` as **relations**. Categories (`[decision]`, `[insight]`, `[risk]`, `[fact]`, `[todo]`, …) and relation types (`relates_to`, `implements`, `depends_on`, `blocks`, …) are open-ended — use what fits the content. YAML frontmatter is supported with `title`, `type`, `tags`, and `permalink` as standard fields; any custom fields are allowed. See the [knowledge format docs](https://docs.basicmemory.com/raw/concepts/knowledge-format.md) for the full convention.
```markdown
# Clear Title
## Context
Background and current situation.
## Key Points
- Main insights
- Important details
## Observations
- [decision] We chose PostgreSQL for ACID guarantees
- [insight] Users prefer social login
- [risk] Deployment lacks rollback path
## Relations
- relates_to [[Other Note Title]]
- depends_on [[Database Choice]]
## Next Steps
- [ ] Implement
- [ ] Document
```
## Behavior guidelines
1. **Search before answering.** If the user asks "what did we decide about X?", run `bm_search` first.
2. **Offer to capture.** When the user shares decisions or meeting outcomes, ask: "Should I save this as a note?"
3. **Suggest connections.** When a search returns related notes, surface them so the user knows what already exists.
4. **Don't over-capture.** Auto-capture is already running per turn. Don't create a `bm_write` for every response — only for substantive content the user wants preserved.
5. **Sensitive info.** Don't capture credentials or personal data without confirmation.
## Footgun
If a note's body contains literal `<memory-context>...</memory-context>` tags, Hermes's streaming output scrubber will eat those tags (and the text between paired ones) when you echo the note verbatim back to the user. Tool *inputs* are unaffected. If you must include such content, fence it in a code block.
## Further reading
Official docs live at [docs.basicmemory.com](https://docs.basicmemory.com). Every page has an AI-friendly raw markdown view at `/raw/<path>.md` (or send `Accept: text/markdown` to the canonical URL). `WebFetch` any of these when you need detail beyond what this skill covers:
- **[Knowledge format](https://docs.basicmemory.com/raw/concepts/knowledge-format.md)** — observation categories, relation types, frontmatter conventions.
- **[Observations & relations](https://docs.basicmemory.com/raw/concepts/observations-and-relations.md)** — how notes form a graph that's searchable and traversable.
- **[Memory URLs](https://docs.basicmemory.com/raw/concepts/memory-urls.md)** — title-based addressing, wildcards (`memory://docs/*`), and routing resolution order.
- **[Projects & folders](https://docs.basicmemory.com/raw/concepts/projects-and-folders.md)** — multi-project layout, folder organization, cloud routing behavior.
- **[Semantic search](https://docs.basicmemory.com/raw/concepts/semantic-search.md)** — how `bm_search` resolves queries (semantic + full-text).
- **[MCP tools reference](https://docs.basicmemory.com/raw/reference/mcp-tools-reference.md)** — Basic Memory's full MCP surface (the `bm_*` tools here are a curated subset).
- **[Cloud routing](https://docs.basicmemory.com/raw/cloud/routing.md)** — local vs cloud project modes, per-project routing setup.
- **[llms.txt index](https://docs.basicmemory.com/llms.txt)** — full sitemap of raw markdown pages, useful when you need to look up a page not listed above.
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"""
Pytest configuration: stub Hermes-internal imports so the plugin loads
without a Hermes install, and expose the loaded plugin module as a fixture.
"""
from __future__ import annotations
import importlib.util
import json
import os
import sys
import types
import pytest
def _stub_hermes_modules() -> None:
"""
The plugin imports `agent.memory_provider.MemoryProvider` and
`tools.registry.tool_error`. These are provided by Hermes at runtime,
not as a pip-installable package. Stub them before module load so unit
tests don't need Hermes installed.
"""
agent_mod = types.ModuleType("agent")
agent_mp_mod = types.ModuleType("agent.memory_provider")
class _StubMemoryProvider:
"""Stand-in for `agent.memory_provider.MemoryProvider`."""
agent_mp_mod.MemoryProvider = _StubMemoryProvider
sys.modules.setdefault("agent", agent_mod)
sys.modules.setdefault("agent.memory_provider", agent_mp_mod)
tools_mod = types.ModuleType("tools")
tools_registry_mod = types.ModuleType("tools.registry")
def _tool_error(msg: str) -> str:
return json.dumps({"error": str(msg)})
tools_registry_mod.tool_error = _tool_error
sys.modules.setdefault("tools", tools_mod)
sys.modules.setdefault("tools.registry", tools_registry_mod)
_stub_hermes_modules()
_PLUGIN_PATH = os.path.join(os.path.dirname(os.path.dirname(__file__)), "__init__.py")
_spec = importlib.util.spec_from_file_location("hermes_basic_memory_plugin", _PLUGIN_PATH)
assert _spec is not None and _spec.loader is not None
_plugin = importlib.util.module_from_spec(_spec)
_spec.loader.exec_module(_plugin)
@pytest.fixture
def bm():
"""The loaded plugin module."""
return _plugin
# ---- Synthetic MCP CallToolResult objects (no MCP SDK needed at test time) ----
class FakeContent:
"""Stand-in for `mcp.types.TextContent`."""
def __init__(self, text: str):
self.text = text
class FakeCallToolResult:
"""Stand-in for `mcp.types.CallToolResult`."""
def __init__(self, content_texts, is_error: bool = False):
self.content = [FakeContent(t) for t in content_texts]
self.isError = is_error
@pytest.fixture
def fake_result():
return FakeCallToolResult
# ---- Actor test helpers ----
class FakeSession:
"""
Stand-in for `mcp.ClientSession`. `call_tool` is an async coroutine
that records every call and returns a configurable CallToolResult.
- default_response: dict serialized to JSON in the result text
- hang: when True, call_tool sleeps long enough to force a client-side timeout
- is_error: when True, return value has isError=True
"""
def __init__(self, default_response=None, hang: bool = False, is_error: bool = False):
self.default_response = default_response if default_response is not None else {"ok": True}
self.hang = hang
self.is_error = is_error
self.calls: list = []
self.was_cancelled = False
self._stub_handlers: dict = {}
def stub(self, tool_name: str, handler):
"""Register a per-tool handler. Handler receives (args) and returns a response dict (or raises)."""
self._stub_handlers[tool_name] = handler
async def call_tool(self, name: str, args: dict):
self.calls.append((name, dict(args)))
if self.hang:
try:
import asyncio as _a
await _a.sleep(60)
except BaseException as e:
# Track cooperative cancellation so tests can verify cleanup
if type(e).__name__ in ("CancelledError",):
self.was_cancelled = True
raise
if name in self._stub_handlers:
response = self._stub_handlers[name](args)
else:
response = self.default_response
return FakeCallToolResult([json.dumps(response)], is_error=self.is_error)
def make_scripted_actor(
bm, session=None, raise_at_init: BaseException | None = None, fake_tools: list | None = None
):
"""
Build an actor whose `_main()` is replaced with a deterministic version.
The fake `_main` mirrors the production happy path (sets _session, _stop_future,
fills _tools_cache, signals ready, awaits stop) but skips the stdio subprocess.
raise_at_init: if set, raised inside _main so we can test failure paths.
"""
import asyncio
actor = bm._BmMcpActor(["fake-bm", "mcp"])
sess = session or FakeSession()
async def _fake_main():
if raise_at_init is not None:
actor._init_error = raise_at_init
actor._ready.set()
raise raise_at_init
actor._session = sess
actor._stop_future = asyncio.get_running_loop().create_future()
actor._tools_cache = fake_tools or [
{"name": n, "description": ""}
for n in [
"search_notes",
"read_note",
"write_note",
"edit_note",
"build_context",
"delete_note",
"move_note",
]
]
actor._ready.set()
await actor._stop_future
actor._main = _fake_main # type: ignore[assignment]
actor._test_session = sess # convenience handle for assertions
return actor
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"""Test-only Hermes agent package stub."""
@@ -0,0 +1,5 @@
"""Test-only stand-in for Hermes's memory provider interface."""
class MemoryProvider:
"""Minimal base class used by the plugin during unit tests."""
@@ -0,0 +1 @@
"""Test-only Hermes tools package stub."""
@@ -0,0 +1,9 @@
"""Test-only stand-in for Hermes's tool registry helpers."""
from __future__ import annotations
import json
def tool_error(msg: str) -> str:
return json.dumps({"error": str(msg)})
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"""Tests for _BmMcpActor: lifecycle, call dispatch, timeout, shutdown."""
from __future__ import annotations
import concurrent.futures
import json
import time
import pytest
from tests.conftest import FakeSession, make_scripted_actor
# ---- Lifecycle ----
def test_new_actor_is_not_running(bm):
actor = bm._BmMcpActor(["fake-bm", "mcp"])
assert actor._running is False
def test_start_brings_actor_up(bm):
actor = make_scripted_actor(bm)
actor.start(timeout=5.0)
try:
assert actor._running is True
assert actor._session is not None
assert actor._stop_future is not None
assert actor._thread is not None and actor._thread.is_alive()
# Tools cache populated
names = {t["name"] for t in actor.list_tools()}
assert "search_notes" in names
finally:
actor.shutdown(timeout=2.0)
def test_start_is_idempotent_when_thread_alive(bm):
actor = make_scripted_actor(bm)
actor.start(timeout=5.0)
try:
first_thread = actor._thread
actor.start(timeout=5.0) # second call
assert actor._thread is first_thread # same thread, no new one spawned
finally:
actor.shutdown(timeout=2.0)
def test_start_init_error_raises(bm):
boom = ValueError("BM unreachable")
actor = make_scripted_actor(bm, raise_at_init=boom)
with pytest.raises(RuntimeError, match="BM unreachable"):
actor.start(timeout=5.0)
assert actor._running is False
def test_start_timeout_raises(bm):
"""If _ready never gets set within the timeout, start() raises TimeoutError."""
import asyncio
actor = bm._BmMcpActor(["fake-bm", "mcp"])
async def _hang_forever():
# Never call self._ready.set(); start() should time out waiting.
await asyncio.sleep(60)
actor._main = _hang_forever # type: ignore[assignment]
with pytest.raises(TimeoutError):
actor.start(timeout=0.5)
assert actor._running is False
# ---- Shutdown ----
def test_shutdown_before_start_is_noop(bm):
actor = bm._BmMcpActor(["fake-bm", "mcp"])
# Should not raise even though nothing is running
actor.shutdown(timeout=1.0)
assert actor._running is False
def test_shutdown_stops_running_actor(bm):
actor = make_scripted_actor(bm)
actor.start(timeout=5.0)
assert actor._thread is not None and actor._thread.is_alive()
actor.shutdown(timeout=5.0)
assert actor._running is False
# Thread should exit shortly after stop_future resolves
actor._thread.join(timeout=2.0)
assert not actor._thread.is_alive()
def test_shutdown_is_idempotent(bm):
actor = make_scripted_actor(bm)
actor.start(timeout=5.0)
actor.shutdown(timeout=2.0)
# Second call should not raise
actor.shutdown(timeout=2.0)
assert actor._running is False
# ---- call() dispatch ----
def test_call_before_start_raises(bm):
actor = bm._BmMcpActor(["fake-bm", "mcp"])
with pytest.raises(RuntimeError):
actor.call("search_notes", {})
def test_call_after_shutdown_raises(bm):
actor = make_scripted_actor(bm)
actor.start(timeout=5.0)
actor.shutdown(timeout=2.0)
with pytest.raises(RuntimeError, match="not running"):
actor.call("search_notes", {})
def test_call_dispatches_through_actor_loop(bm):
session = FakeSession(default_response={"results": [], "ok": True})
actor = make_scripted_actor(bm, session=session)
actor.start(timeout=5.0)
try:
out = actor.call("search_notes", {"query": "hi"}, timeout=5.0)
# Output is whatever _extract_mcp_text produces; we just verify it
# contains the response payload we configured.
assert "ok" in out
assert session.calls == [("search_notes", {"query": "hi"})]
finally:
actor.shutdown(timeout=2.0)
def test_call_returns_mcp_extracted_text(bm):
session = FakeSession(default_response={"permalink": "p/q/r", "title": "T"})
actor = make_scripted_actor(bm, session=session)
actor.start(timeout=5.0)
try:
out = actor.call("write_note", {"title": "T"}, timeout=5.0)
parsed = json.loads(out)
assert parsed["permalink"] == "p/q/r"
finally:
actor.shutdown(timeout=2.0)
def test_call_timeout_raises_and_cancels_coroutine(bm):
session = FakeSession(hang=True)
actor = make_scripted_actor(bm, session=session)
actor.start(timeout=5.0)
try:
t0 = time.monotonic()
with pytest.raises(concurrent.futures.TimeoutError):
actor.call("search_notes", {}, timeout=0.3)
elapsed = time.monotonic() - t0
# Sanity: we didn't accidentally wait the full session-side sleep
assert elapsed < 2.0
# Give the actor loop a moment to propagate the cancellation
deadline = time.monotonic() + 2.0
while time.monotonic() < deadline and not session.was_cancelled:
time.sleep(0.05)
assert session.was_cancelled is True, (
"Expected the underlying coroutine to be cancelled when call() times out"
)
finally:
actor.shutdown(timeout=2.0)
def test_list_tools_returns_independent_copy(bm):
actor = make_scripted_actor(bm)
actor.start(timeout=5.0)
try:
snapshot = actor.list_tools()
snapshot.append({"name": "tampered"})
assert "tampered" not in {t["name"] for t in actor.list_tools()}
finally:
actor.shutdown(timeout=2.0)
def test_actor_init_error_logs_and_marks_not_running(bm, caplog):
actor = make_scripted_actor(bm, raise_at_init=RuntimeError("server crashed"))
with pytest.raises(RuntimeError):
actor.start(timeout=5.0)
assert actor._running is False
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"""
Tests for the capture pipeline: sync_turn (per-turn) and on_session_end (summary).
These tests run the *real* sync_turn code path with a mocked actor, so threading
and argument-shape regressions are caught.
"""
from __future__ import annotations
import json
from datetime import datetime, timezone
from unittest.mock import MagicMock
import pytest
def _provider_with_mock_actor(bm, *, project="test-proj", capture_folder="hermes-sessions"):
p = bm.BasicMemoryProvider()
p._initialized = True
p._project = project
p._capture_folder = capture_folder
p._session_id = "20260510_123456_abcdef"
p._session_started_at = datetime(2026, 5, 10, 12, 34, 56, tzinfo=timezone.utc)
actor = MagicMock()
p._actor = actor
return p, actor
def _wait_for_thread(p, attr="_sync_thread", timeout=5.0):
t = getattr(p, attr)
if t is not None:
t.join(timeout=timeout)
assert not t.is_alive(), f"{attr} did not finish within {timeout}s"
# ---- sync_turn first-turn path: write_note ----
def test_sync_turn_first_turn_calls_write_note(bm):
p, actor = _provider_with_mock_actor(bm)
actor.call.return_value = json.dumps(
{
"permalink": "test-proj/hermes-sessions/hermes-session-2026-05-10-1234-abcdef",
"title": "Hermes Session 2026-05-10 1234 abcdef",
}
)
p.sync_turn("hello", "hi back")
_wait_for_thread(p, "_sync_thread")
actor.call.assert_called_once()
bm_tool, bm_args = actor.call.call_args[0][:2]
assert bm_tool == "write_note"
assert bm_args["project"] == "test-proj"
assert bm_args["directory"] == "hermes-sessions"
assert "Hermes Session" in bm_args["title"]
assert "hello" in bm_args["content"]
assert "hi back" in bm_args["content"]
assert "## Turns" in bm_args["content"]
assert bm_args["output_format"] == "json"
assert "hermes-session" in bm_args["tags"]
def test_sync_turn_first_turn_stores_extracted_permalink(bm):
p, actor = _provider_with_mock_actor(bm)
actor.call.return_value = json.dumps(
{
"permalink": "test-proj/hermes-sessions/hermes-session-foo",
"title": "T",
}
)
p.sync_turn("u", "a")
_wait_for_thread(p, "_sync_thread")
assert p._session_note_id == "test-proj/hermes-sessions/hermes-session-foo"
def test_sync_turn_records_first_user_message(bm):
p, actor = _provider_with_mock_actor(bm)
actor.call.return_value = json.dumps({"permalink": "x"})
p.sync_turn("the very first user message", "reply")
_wait_for_thread(p, "_sync_thread")
assert p._first_user_msg == "the very first user message"
# A subsequent first-user-msg call should NOT overwrite the original
p.sync_turn("a much later user message", "another reply")
_wait_for_thread(p, "_sync_thread")
assert p._first_user_msg == "the very first user message"
# ---- sync_turn append path: edit_note ----
def test_sync_turn_subsequent_turn_calls_edit_note_append(bm):
p, actor = _provider_with_mock_actor(bm)
p._session_note_id = "test-proj/hermes-sessions/already-exists"
p.sync_turn("turn 2 user", "turn 2 assistant")
_wait_for_thread(p, "_sync_thread")
actor.call.assert_called_once()
bm_tool, bm_args = actor.call.call_args[0][:2]
assert bm_tool == "edit_note"
assert bm_args["identifier"] == "test-proj/hermes-sessions/already-exists"
assert bm_args["operation"] == "append"
assert "turn 2 user" in bm_args["content"]
assert "turn 2 assistant" in bm_args["content"]
def test_sync_turn_session_note_id_stable_across_turns(bm):
p, actor = _provider_with_mock_actor(bm)
actor.call.return_value = json.dumps({"permalink": "test-proj/folder/note-perma"})
p.sync_turn("u1", "a1")
_wait_for_thread(p, "_sync_thread")
first_id = p._session_note_id
# Reconfigure mock to return something different — should be IGNORED for
# the second turn since we're now using the existing permalink to append.
actor.call.return_value = json.dumps({"permalink": "wrong-id"})
p.sync_turn("u2", "a2")
_wait_for_thread(p, "_sync_thread")
assert p._session_note_id == first_id, "session_note_id mutated on second turn"
# And the second call was edit_note, not write_note
second_call_tool = actor.call.call_args_list[1][0][0]
assert second_call_tool == "edit_note"
# ---- sync_turn gating ----
def test_sync_turn_skipped_when_capture_per_turn_off(bm):
p, actor = _provider_with_mock_actor(bm)
p._capture_per_turn = False
p.sync_turn("u", "a")
actor.call.assert_not_called()
def test_sync_turn_skipped_when_uninitialized(bm):
p = bm.BasicMemoryProvider()
p._actor = MagicMock()
p.sync_turn("u", "a")
p._actor.call.assert_not_called()
def test_sync_turn_skipped_when_actor_none(bm):
p, _ = _provider_with_mock_actor(bm)
p._actor = None
p.sync_turn("u", "a") # should not raise
def test_sync_turn_skipped_when_circuit_open(bm):
import time as _time
p, actor = _provider_with_mock_actor(bm)
p._failure_pause_until = _time.monotonic() + 60.0
p.sync_turn("u", "a")
actor.call.assert_not_called()
def test_sync_turn_records_failure_on_actor_exception(bm):
p, actor = _provider_with_mock_actor(bm)
actor.call.side_effect = RuntimeError("boom")
p.sync_turn("u", "a")
_wait_for_thread(p, "_sync_thread")
assert p._failure_count >= 1
def test_sync_turn_thread_is_daemonic(bm):
p, actor = _provider_with_mock_actor(bm)
actor.call.return_value = json.dumps({"permalink": "x"})
p.sync_turn("u", "a")
assert p._sync_thread is not None
assert p._sync_thread.daemon is True
_wait_for_thread(p, "_sync_thread")
# ---- _capture_turn directly (no thread) ----
def test_capture_turn_first_call_writes_note_with_session_metadata(bm):
p, actor = _provider_with_mock_actor(bm)
actor.call.return_value = json.dumps({"permalink": "p/folder/note"})
p._capture_turn("u msg", "a msg")
bm_tool, bm_args = actor.call.call_args[0][:2]
assert bm_tool == "write_note"
assert "20260510_123456_abcdef" in bm_args["content"]
# Auto-captured banner present
assert "Auto-captured" in bm_args["content"]
def test_capture_turn_truncates_huge_messages(bm):
p, actor = _provider_with_mock_actor(bm)
actor.call.return_value = json.dumps({"permalink": "p/x"})
huge = "X" * 10000
p._capture_turn(huge, huge)
bm_args = actor.call.call_args[0][1]
# Body should not contain 10k Xs verbatim — _truncate caps at 4000
assert bm_args["content"].count("X") < 9000
assert "..." in bm_args["content"]
# ---- on_session_end summary ----
def test_on_session_end_writes_summary_note(bm):
p, actor = _provider_with_mock_actor(bm)
p._session_note_id = "p/folder/transcript"
actor.call.return_value = json.dumps({"permalink": "p/folder/summary"})
messages = [
{"role": "user", "content": "first user message"},
{"role": "assistant", "content": "first assistant"},
{"role": "user", "content": "second user"},
{"role": "assistant", "content": "last assistant message"},
]
p.on_session_end(messages)
actor.call.assert_called_once()
bm_tool, bm_args = actor.call.call_args[0][:2]
assert bm_tool == "write_note"
assert "Hermes Session Summary" in bm_args["title"]
assert bm_args["directory"] == "hermes-sessions"
assert "first user message" in bm_args["content"]
assert "last assistant message" in bm_args["content"]
# Summary should link back to the transcript via Relations when
# session_note_id is known
assert "summary_of [[p/folder/transcript]]" in bm_args["content"]
def test_on_session_end_omits_relations_when_no_transcript_id(bm):
p, actor = _provider_with_mock_actor(bm)
p._session_note_id = None
actor.call.return_value = json.dumps({"permalink": "p/folder/summary"})
p.on_session_end([{"role": "user", "content": "u"}, {"role": "assistant", "content": "a"}])
bm_args = actor.call.call_args[0][1]
assert "## Relations" not in bm_args["content"]
def test_on_session_end_handles_list_of_dicts_content(bm):
"""OpenAI-style content blocks: list of {type: text, text: ...}."""
p, actor = _provider_with_mock_actor(bm)
actor.call.return_value = json.dumps({"permalink": "p/x"})
messages = [
{"role": "user", "content": [{"type": "text", "text": "hello world"}]},
{"role": "assistant", "content": [{"type": "text", "text": "goodbye"}]},
]
p.on_session_end(messages)
bm_args = actor.call.call_args[0][1]
assert "hello world" in bm_args["content"]
assert "goodbye" in bm_args["content"]
def test_on_session_end_uses_first_user_msg_when_set(bm):
p, actor = _provider_with_mock_actor(bm)
p._first_user_msg = "captured-via-sync_turn"
actor.call.return_value = json.dumps({"permalink": "p/x"})
messages = [
{"role": "user", "content": "in-the-messages-list"},
{"role": "assistant", "content": "ok"},
]
p.on_session_end(messages)
bm_args = actor.call.call_args[0][1]
# _first_user_msg takes priority over messages list
assert "captured-via-sync_turn" in bm_args["content"]
def test_on_session_end_handles_empty_messages(bm):
p, actor = _provider_with_mock_actor(bm)
actor.call.return_value = json.dumps({"permalink": "p/x"})
p.on_session_end([])
bm_args = actor.call.call_args[0][1]
assert "(no user message)" in bm_args["content"]
assert "(no assistant message)" in bm_args["content"]
assert "0 user / 0 assistant" in bm_args["content"]
def test_on_session_end_skipped_when_disabled(bm):
p, actor = _provider_with_mock_actor(bm)
p._capture_session_end = False
p.on_session_end([{"role": "user", "content": "u"}])
actor.call.assert_not_called()
def test_on_session_end_skipped_when_uninitialized(bm):
p = bm.BasicMemoryProvider()
p._actor = MagicMock()
p.on_session_end([{"role": "user", "content": "u"}])
p._actor.call.assert_not_called()
def test_on_session_end_logs_and_swallows_errors(bm, caplog):
p, actor = _provider_with_mock_actor(bm)
actor.call.side_effect = RuntimeError("BM down")
# Should not raise — the summary is best-effort
p.on_session_end([{"role": "user", "content": "u"}])
# ---- shutdown lifecycle ----
def test_shutdown_clears_initialized_flag(bm):
p, actor = _provider_with_mock_actor(bm)
p.shutdown()
assert p._initialized is False
assert p._actor is None
actor.shutdown.assert_called_once()
def test_shutdown_swallows_actor_errors(bm):
p, actor = _provider_with_mock_actor(bm)
actor.shutdown.side_effect = RuntimeError("bad")
# Must not raise
p.shutdown()
assert p._initialized is False
def test_shutdown_idempotent(bm):
p, _ = _provider_with_mock_actor(bm)
p.shutdown()
p.shutdown() # should not raise
def test_shutdown_before_initialize_is_noop(bm):
p = bm.BasicMemoryProvider()
p.shutdown() # _actor is None, shouldn't error
+725
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"""
Tests for the plugin-owned /bm-* slash commands.
Covers:
- registration through ctx.register_command (forward-compat path)
- PluginManager reach-in (production path with current Hermes collector)
- per-handler behavior: usage text, uninitialized provider, happy path,
and exception plain-text error.
"""
from __future__ import annotations
import json
import sys
import types
from pathlib import Path
from unittest.mock import MagicMock
import pytest
from .conftest import FakeSession, make_scripted_actor
# ---------------------------------------------------------------------------
# Helpers for the reach-in tests
# ---------------------------------------------------------------------------
class _ProviderCollectorLike:
"""
Mirror of Hermes's real `_ProviderCollector` shape: captures
`register_memory_provider` and no-ops everything else. NOT a MagicMock
`hasattr(collector, "register_command")` must return False, matching the
real collector.
"""
def __init__(self):
self.provider = None
def register_memory_provider(self, provider):
self.provider = provider
class _FakePluginManager:
"""Stand-in for hermes_cli.plugins.PluginManager — just the bits we touch."""
def __init__(self):
self._plugin_commands: dict = {}
self._plugin_skills: dict = {}
def _install_fake_hermes_cli(monkeypatch, *, resolve_returns=None):
"""
Insert a fake `hermes_cli.plugins` (with `_ensure_plugins_discovered`) and
`hermes_cli.commands` (with `resolve_command`) into sys.modules so the
reach-in's lazy imports resolve. Returns the FakePluginManager instance
so tests can assert against its registries.
resolve_returns: optional mapping of command name truthy/falsy value
the fake resolve_command should return. Use a truthy value to simulate a
built-in conflict for that name.
"""
fake_mgr = _FakePluginManager()
plugins_mod = types.ModuleType("hermes_cli.plugins")
def _ensure_plugins_discovered(force: bool = False):
return fake_mgr
plugins_mod._ensure_plugins_discovered = _ensure_plugins_discovered # type: ignore[attr-defined]
commands_mod = types.ModuleType("hermes_cli.commands")
def _resolve_command(name: str):
if resolve_returns and name in resolve_returns:
return resolve_returns[name]
return None
commands_mod.resolve_command = _resolve_command # type: ignore[attr-defined]
hermes_cli = types.ModuleType("hermes_cli")
monkeypatch.setitem(sys.modules, "hermes_cli", hermes_cli)
monkeypatch.setitem(sys.modules, "hermes_cli.plugins", plugins_mod)
monkeypatch.setitem(sys.modules, "hermes_cli.commands", commands_mod)
return fake_mgr
# ---------------------------------------------------------------------------
# Registration
# ---------------------------------------------------------------------------
_EXPECTED_COMMANDS = {
"bm-search",
"bm-read",
"bm-context",
"bm-recent",
"bm-status",
"bm-remember",
"bm-project",
"bm-workspace",
}
def test_register_wires_up_all_slash_commands_on_modern_ctx(bm):
"""Forward-compat path: when ctx supports register_command (e.g. after the
upstream collector patch lands, or for plugins loaded via PluginContext),
every /bm-* command is registered through that path."""
ctx = MagicMock()
bm._active_providers.clear()
bm.register(ctx)
names = {call.args[0] for call in ctx.register_command.call_args_list}
assert names == _EXPECTED_COMMANDS
bm._active_providers.clear()
def test_register_command_calls_include_description_and_args_hint(bm):
ctx = MagicMock()
bm._active_providers.clear()
bm.register(ctx)
for call in ctx.register_command.call_args_list:
name, handler = call.args[0], call.args[1]
kwargs = call.kwargs
assert callable(handler)
assert "description" in kwargs and kwargs["description"]
assert "args_hint" in kwargs # may be empty string for no-arg commands
bm._active_providers.clear()
def test_register_tolerates_old_hermes_without_register_command(bm):
"""Plugins must not crash on Hermes < v0.11.0 (no register_command)."""
class _OldCtx:
def __init__(self):
self.memory_calls = []
def register_memory_provider(self, provider):
self.memory_calls.append(provider)
ctx = _OldCtx()
bm._active_providers.clear()
bm.register(ctx) # must not raise
assert len(ctx.memory_calls) == 1
bm._active_providers.clear()
def test_register_swallows_register_command_errors(bm, caplog):
"""If one register_command call fails, the others — and provider
registration still proceed."""
ctx = MagicMock()
ctx.register_command.side_effect = ValueError("name collision with builtin")
bm._active_providers.clear()
with caplog.at_level("WARNING"):
bm.register(ctx)
ctx.register_memory_provider.assert_called_once()
assert ctx.register_command.call_count == len(_EXPECTED_COMMANDS)
assert "register_command" in caplog.text
bm._active_providers.clear()
# ---------------------------------------------------------------------------
# Reach-in (production path): ctx is the no-op _ProviderCollector
# ---------------------------------------------------------------------------
def test_reach_in_writes_all_commands_to_plugin_manager(bm, monkeypatch):
"""Regression for Codex P1: with the real collector shape (no
register_command method), reach into PluginManager and write commands
directly. The unit suite previously used MagicMock, which masked this
silent-skip by making every attribute exist."""
fake_mgr = _install_fake_hermes_cli(monkeypatch)
ctx = _ProviderCollectorLike()
assert not hasattr(ctx, "register_command"), (
"test collector must mirror real _ProviderCollector — no register_command"
)
bm._active_providers.clear()
bm.register(ctx)
try:
assert ctx.provider is not None # memory provider still registered
assert set(fake_mgr._plugin_commands.keys()) == _EXPECTED_COMMANDS
for name, entry in fake_mgr._plugin_commands.items():
assert callable(entry["handler"])
assert entry["plugin"] == "basic-memory"
assert "description" in entry
assert "args_hint" in entry
finally:
bm._active_providers.clear()
def test_reach_in_writes_skill_to_plugin_manager(bm, monkeypatch):
"""Same silent-skip applies to register_skill — the bundled skill never
landed in real installs prior to this fix. Reach-in writes the namespaced
entry directly."""
fake_mgr = _install_fake_hermes_cli(monkeypatch)
ctx = _ProviderCollectorLike()
bm._active_providers.clear()
bm.register(ctx)
try:
assert "basic-memory:basic-memory" in fake_mgr._plugin_skills
skill = fake_mgr._plugin_skills["basic-memory:basic-memory"]
assert skill["plugin"] == "basic-memory"
assert skill["bare_name"] == "basic-memory"
assert isinstance(skill["path"], Path)
assert skill["path"].name == "SKILL.md"
finally:
bm._active_providers.clear()
def test_reach_in_skips_command_conflicting_with_builtin(bm, monkeypatch, caplog):
"""Mirror Hermes's PluginContext.register_command guard — when
resolve_command(name) returns a truthy value, skip that command and
log a warning rather than overwriting a built-in."""
# Simulate /bm-search colliding with a built-in.
fake_mgr = _install_fake_hermes_cli(monkeypatch, resolve_returns={"bm-search": object()})
ctx = _ProviderCollectorLike()
bm._active_providers.clear()
with caplog.at_level("WARNING"):
bm.register(ctx)
try:
assert "bm-search" not in fake_mgr._plugin_commands
# Other commands still landed
assert "bm-read" in fake_mgr._plugin_commands
assert "conflicts with a built-in" in caplog.text
finally:
bm._active_providers.clear()
def test_reach_in_degrades_when_hermes_cli_missing(bm, monkeypatch, caplog):
"""If hermes_cli.plugins isn't importable (e.g. running outside a Hermes
install), the reach-in must log and continue never crash the plugin's
memory-provider registration."""
# Don't install fake modules; force import to fail.
monkeypatch.setitem(sys.modules, "hermes_cli.plugins", None) # type: ignore[arg-type]
ctx = _ProviderCollectorLike()
bm._active_providers.clear()
with caplog.at_level("DEBUG"):
bm.register(ctx) # must not raise
try:
assert ctx.provider is not None
# Either DEBUG message logged or nothing — both acceptable degrade modes.
finally:
bm._active_providers.clear()
def test_reach_in_degrades_when_plugin_manager_missing_attrs(bm, monkeypatch):
"""Forward-compat: if Hermes ever refactors _plugin_commands /
_plugin_skills away, the reach-in must not crash."""
fake_mgr = _FakePluginManager()
# Strip the attrs to simulate the rename/refactor
del fake_mgr._plugin_commands
del fake_mgr._plugin_skills
plugins_mod = types.ModuleType("hermes_cli.plugins")
plugins_mod._ensure_plugins_discovered = lambda force=False: fake_mgr # type: ignore[attr-defined]
monkeypatch.setitem(sys.modules, "hermes_cli.plugins", plugins_mod)
ctx = _ProviderCollectorLike()
bm._active_providers.clear()
bm.register(ctx) # must not raise
bm._active_providers.clear()
def test_reach_in_normalizes_command_names(bm, monkeypatch):
"""Reach-in must mirror Hermes's name normalization (lowercase, strip,
leading slash removed, spaces hyphens). All our names are already
canonical, so this is a defensive check on the transform itself."""
fake_mgr = _install_fake_hermes_cli(monkeypatch)
ctx = _ProviderCollectorLike()
bm._active_providers.clear()
bm.register(ctx)
try:
for name in fake_mgr._plugin_commands:
assert name == name.lower()
assert not name.startswith("/")
assert " " not in name
finally:
bm._active_providers.clear()
def test_reach_in_entries_match_hermes_internal_shape(bm, monkeypatch):
"""The dict shape PluginContext.register_command writes
(plugins.py:447-452) is the contract Hermes's dispatch reads. Our
reach-in must produce byte-identical entries."""
fake_mgr = _install_fake_hermes_cli(monkeypatch)
ctx = _ProviderCollectorLike()
bm._active_providers.clear()
bm.register(ctx)
try:
entry = fake_mgr._plugin_commands["bm-search"]
assert set(entry.keys()) == {"handler", "description", "plugin", "args_hint"}
assert callable(entry["handler"])
assert entry["description"] # non-empty string
assert entry["plugin"] == "basic-memory"
assert isinstance(entry["args_hint"], str)
finally:
bm._active_providers.clear()
# ---------------------------------------------------------------------------
# Per-handler tests
# ---------------------------------------------------------------------------
def _ready_provider(bm, session: FakeSession | None = None):
"""Build a provider in 'initialized' state with a scripted actor."""
provider = bm.BasicMemoryProvider()
actor = make_scripted_actor(bm, session=session)
actor.start()
provider._actor = actor
provider._initialized = True
provider._project = "test-proj"
return provider, actor
def _handlers_by_name(bm, provider):
return {name: handler for name, handler, _, _ in bm._build_slash_commands(provider)}
# ---- Usage strings ----
@pytest.mark.parametrize(
"name,args",
[
("bm-search", ""),
("bm-search", "help"),
("bm-read", ""),
("bm-read", "-h"),
("bm-context", ""),
("bm-remember", ""),
("bm-remember", "--help"),
# Commands that take no args use 'help' to surface their usage line
("bm-recent", "help"),
("bm-status", "help"),
("bm-project", "help"),
("bm-workspace", "help"),
],
)
def test_usage_returned_for_empty_or_help_args(bm, name, args):
provider = bm.BasicMemoryProvider() # not initialized — usage path shouldn't need it
handlers = _handlers_by_name(bm, provider)
out = handlers[name](args)
assert isinstance(out, str)
assert out.lower().startswith("usage:")
# ---- Uninitialized provider ----
@pytest.mark.parametrize(
"name,args",
[
("bm-search", "hello"),
("bm-read", "some/note"),
("bm-context", "memory://x"),
("bm-recent", ""),
("bm-remember", "a thought"),
("bm-project", ""),
],
)
def test_handler_init_failure_returns_message(bm, monkeypatch, name, args):
provider = bm.BasicMemoryProvider()
monkeypatch.setattr(provider, "initialize", lambda *a, **kw: None)
handlers = _handlers_by_name(bm, provider)
out = handlers[name](args)
assert "not initialized" in out
assert name in out # message includes command name
def test_handler_lazily_initializes_provider_for_slash_command(bm, monkeypatch):
provider = bm.BasicMemoryProvider()
calls = []
def fake_initialize(*args, **kwargs):
calls.append((args, kwargs))
session = FakeSession(default_response={"results": []})
actor = make_scripted_actor(bm, session=session)
actor.start()
provider._actor = actor
provider._initialized = True
monkeypatch.setattr(provider, "initialize", fake_initialize)
out = _handlers_by_name(bm, provider)["bm-search"]("widgets")
assert "No results" in out
assert len(calls) == 1
assert calls[0][1]["session_id"].startswith("slash:bm-search:")
# ---- /bm-status ----
def test_bm_status_renders_provider_state(bm, monkeypatch):
provider = bm.BasicMemoryProvider()
provider._mode = "local"
provider._project = "demo"
provider._project_path = "/tmp/demo"
provider._capture_per_turn = True
provider._capture_session_end = False
provider._capture_folder = "transcripts"
provider._remember_folder = "inbox"
monkeypatch.setattr(bm, "_bm_binary_path", lambda: "/fake/bin/bm")
out = _handlers_by_name(bm, provider)["bm-status"]("")
assert "demo" in out
assert "/tmp/demo" in out
assert "/fake/bin/bm" in out
assert "Initialized: no" in out
assert "transcripts" in out and "inbox" in out
# ---- /bm-search ----
def test_bm_search_happy_path(bm):
session = FakeSession()
session.stub(
"search_notes",
lambda args: {
"results": [
{"title": "Decisions", "permalink": "decisions/foo", "content": "we chose X"},
{"title": "Plan", "permalink": "plans/p1", "preview": "next quarter"},
]
},
)
provider, actor = _ready_provider(bm, session)
try:
out = _handlers_by_name(bm, provider)["bm-search"]("widgets")
assert "Decisions" in out
assert "decisions/foo" in out
assert "we chose X" in out
# Args sent to BM
call = session.calls[-1]
assert call[0] == "search_notes"
assert call[1]["query"] == "widgets"
assert call[1]["project"] == "test-proj"
assert call[1]["output_format"] == "json"
finally:
actor.shutdown()
def test_bm_search_empty_results(bm):
session = FakeSession(default_response={"results": []})
provider, actor = _ready_provider(bm, session)
try:
out = _handlers_by_name(bm, provider)["bm-search"]("missing")
assert "No results" in out
assert "missing" in out
finally:
actor.shutdown()
def test_bm_search_actor_exception_returns_plain_string(bm):
session = FakeSession()
def _boom(_args):
raise RuntimeError("MCP transport closed")
session.stub("search_notes", _boom)
provider, actor = _ready_provider(bm, session)
try:
out = _handlers_by_name(bm, provider)["bm-search"]("anything")
assert isinstance(out, str)
assert out.startswith("bm-search:")
assert "MCP transport closed" in out
finally:
actor.shutdown()
# ---- /bm-read ----
def test_bm_read_returns_text_body(bm):
"""BM's read_note returns markdown wrapped in {"text": "..."} once our
extractor wraps the non-JSON response. The handler should unwrap and
return the bare markdown."""
session = FakeSession()
session.stub(
"read_note",
# FakeSession serializes whatever the handler returns; emit the JSON
# the wrapper would produce for a markdown response.
lambda args: {"text": "# Foo\n\nbody text"},
)
provider, actor = _ready_provider(bm, session)
try:
out = _handlers_by_name(bm, provider)["bm-read"]("foo")
assert out == "# Foo\n\nbody text"
assert session.calls[-1][1]["identifier"] == "foo"
finally:
actor.shutdown()
# ---- /bm-recent ----
def test_bm_recent_default_timeframe(bm):
session = FakeSession(default_response={"results": []})
provider, actor = _ready_provider(bm, session)
try:
out = _handlers_by_name(bm, provider)["bm-recent"]("")
assert "7d" in out
assert session.calls[-1][1]["timeframe"] == "7d"
finally:
actor.shutdown()
def test_bm_recent_custom_timeframe(bm):
session = FakeSession()
session.stub(
"recent_activity",
lambda args: {"results": [{"title": "Recent thing", "permalink": "x/y"}]},
)
provider, actor = _ready_provider(bm, session)
try:
out = _handlers_by_name(bm, provider)["bm-recent"]("2 weeks")
assert "2 weeks" in out
assert "Recent thing" in out
assert session.calls[-1][1]["timeframe"] == "2 weeks"
finally:
actor.shutdown()
def test_bm_recent_bare_list_shape(bm):
"""Regression: BM's `recent_activity(output_format="json")` returns a bare
`list[dict]` (signature: `-> str | list[dict]`), not a dict-with-results.
The handler must surface those rows, not report "no activity"."""
session = FakeSession()
session.stub(
"recent_activity",
lambda args: [
{"title": "Edited yesterday", "permalink": "notes/a", "content": "blob"},
{"title": "Edited 3d ago", "permalink": "notes/b"},
],
)
provider, actor = _ready_provider(bm, session)
try:
out = _handlers_by_name(bm, provider)["bm-recent"]("")
assert "Edited yesterday" in out
assert "Edited 3d ago" in out
assert "No activity" not in out
finally:
actor.shutdown()
# ---- /bm-remember ----
def test_bm_remember_derives_title_from_first_line(bm):
captured = {}
def _write(args):
captured.update(args)
return {"permalink": "bm-remember/note-perm"}
session = FakeSession()
session.stub("write_note", _write)
provider, actor = _ready_provider(bm, session)
provider._remember_folder = "bm-remember"
try:
out = _handlers_by_name(bm, provider)["bm-remember"](
"Quarterly OKR review notes\n\nWe agreed to ship X."
)
assert "Saved:" in out
assert "bm-remember/note-perm" in out
assert captured["title"] == "Quarterly OKR review notes"
assert captured["directory"] == "bm-remember"
assert "manual-capture" in captured["tags"]
finally:
actor.shutdown()
def test_bm_remember_long_first_line_truncated_to_80(bm):
session = FakeSession(default_response={"permalink": "x"})
provider, actor = _ready_provider(bm, session)
try:
long_line = "A" * 200
_handlers_by_name(bm, provider)["bm-remember"](long_line)
title = session.calls[-1][1]["title"]
assert len(title) == 80
finally:
actor.shutdown()
def test_bm_remember_uses_configured_folder(bm):
session = FakeSession(default_response={"permalink": "x"})
provider, actor = _ready_provider(bm, session)
provider._remember_folder = "scratch"
try:
_handlers_by_name(bm, provider)["bm-remember"]("hello")
assert session.calls[-1][1]["directory"] == "scratch"
finally:
actor.shutdown()
# ---- /bm-project ----
def test_bm_project_lists_and_marks_active(bm):
session = FakeSession()
session.stub(
"list_memory_projects",
lambda args: {
"projects": [
{"name": "other-proj"},
{"name": "test-proj"},
]
},
)
provider, actor = _ready_provider(bm, session)
try:
out = _handlers_by_name(bm, provider)["bm-project"]("")
assert "other-proj" in out
assert "test-proj" in out
# Active project line includes the marker
active_line = next(line for line in out.splitlines() if "test-proj" in line)
assert "active" in active_line
finally:
actor.shutdown()
# ---- /bm-workspace ----
def test_bm_workspace_local_mode_message(bm):
provider, actor = _ready_provider(bm)
provider._mode = "local"
try:
out = _handlers_by_name(bm, provider)["bm-workspace"]("")
assert "Cloud" in out
assert "local" in out
finally:
actor.shutdown()
def test_bm_workspace_cloud_mode_lists(bm):
session = FakeSession()
session.stub(
"list_workspaces",
lambda args: {
"workspaces": [
{
"name": "Personal",
"workspace_type": "personal",
"role": "owner",
"is_default": True,
},
{"name": "Acme", "workspace_type": "team", "role": "member"},
]
},
)
provider, actor = _ready_provider(bm, session)
provider._mode = "cloud"
try:
out = _handlers_by_name(bm, provider)["bm-workspace"]("")
assert "Personal" in out
assert "Acme" in out
assert "default" in out
finally:
actor.shutdown()
def test_bm_workspace_lazily_initializes_before_mode_check(bm, monkeypatch):
session = FakeSession()
session.stub(
"list_workspaces",
lambda args: {"workspaces": [{"name": "Personal", "workspace_type": "personal"}]},
)
provider = bm.BasicMemoryProvider()
calls = []
def fake_initialize(*args, **kwargs):
calls.append((args, kwargs))
actor = make_scripted_actor(bm, session=session)
actor.start()
provider._actor = actor
provider._initialized = True
provider._mode = "cloud"
monkeypatch.setattr(provider, "initialize", fake_initialize)
try:
out = _handlers_by_name(bm, provider)["bm-workspace"]("")
assert "Personal" in out
assert "no workspaces to list" not in out
assert calls
assert session.calls[-1][0] == "list_workspaces"
finally:
if provider._actor is not None:
provider._actor.shutdown()
# ---- _unwrap_json_or_text helper ----
def test_unwrap_passes_through_raw_string(bm):
assert bm._unwrap_json_or_text("plain text") == "plain text"
def test_unwrap_returns_inner_json_when_text_wraps_json(bm):
outer = json.dumps({"text": json.dumps({"a": 1})})
assert bm._unwrap_json_or_text(outer) == {"a": 1}
def test_unwrap_returns_text_value_when_inner_is_markdown(bm):
outer = json.dumps({"text": "# Heading\n\nbody"})
assert bm._unwrap_json_or_text(outer) == "# Heading\n\nbody"
def test_unwrap_returns_dict_when_top_level_json(bm):
outer = json.dumps({"results": [1, 2]})
assert bm._unwrap_json_or_text(outer) == {"results": [1, 2]}
# ---- _remember_title ----
def test_remember_title_strips_markdown_heading(bm):
assert bm._remember_title("# Decisions\n\nbody") == "Decisions"
def test_remember_title_skips_blank_lines(bm):
assert bm._remember_title("\n\nFirst real line\nrest") == "First real line"
def test_remember_title_falls_back_to_timestamp(bm):
title = bm._remember_title(" \n\n")
assert title.startswith("Note ")
+531
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@@ -0,0 +1,531 @@
"""Unit tests for the pure helpers in __init__.py."""
import json
import pytest
# ---- _truncate ----
def test_truncate_short_passes_through(bm):
assert bm._truncate("hello", 10) == "hello"
def test_truncate_long_gets_ellipsis(bm):
out = bm._truncate("a" * 100, 10)
assert out.endswith("...")
assert len(out) == 10
def test_truncate_non_string_coerced(bm):
assert bm._truncate(42, 10) == "42"
def test_truncate_none(bm):
assert bm._truncate(None, 10) == ""
# ---- _join_message_content ----
def test_join_string_content(bm):
assert bm._join_message_content("hello") == "hello"
def test_join_list_of_dicts(bm):
parts = [{"text": "a"}, {"text": "b"}, {"content": "c"}]
assert bm._join_message_content(parts) == "a\nb\nc"
def test_join_list_of_strings(bm):
parts = ["a", "b"]
assert bm._join_message_content(parts) == "a\nb"
def test_join_mixed(bm):
parts = ["a", {"text": "b"}, {"foo": "bar"}, "c"]
assert bm._join_message_content(parts) == "a\nb\nc"
def test_join_none(bm):
assert bm._join_message_content(None) == ""
# ---- _coerce_bool ----
@pytest.mark.parametrize(
"value,expected",
[
(True, True),
(False, False),
("true", True),
("True", True),
("YES", True),
("1", True),
("y", True),
("false", False),
("False", False),
("NO", False),
("0", False),
("n", False),
],
)
def test_coerce_bool(bm, value, expected):
assert bm._coerce_bool(value) is expected
def test_coerce_bool_non_bool_passes_through(bm):
assert bm._coerce_bool(42) == 42
assert bm._coerce_bool("hello") == "hello"
# ---- _extract_mcp_text ----
def test_extract_mcp_text_passes_json_through(bm, fake_result):
payload = json.dumps({"permalink": "foo/bar", "title": "T"})
out = bm._extract_mcp_text(fake_result([payload]))
assert json.loads(out)["permalink"] == "foo/bar"
def test_extract_mcp_text_wraps_markdown(bm, fake_result):
md = "# Created note\npermalink: foo/bar"
out = bm._extract_mcp_text(fake_result([md]))
parsed = json.loads(out)
assert parsed["text"] == md
def test_extract_mcp_text_joins_multiple_blocks(bm, fake_result):
out = bm._extract_mcp_text(fake_result(["a", "b"]))
parsed = json.loads(out)
assert parsed["text"] == "a\nb"
def test_extract_mcp_text_empty(bm, fake_result):
out = bm._extract_mcp_text(fake_result([]))
assert json.loads(out) == {"ok": True}
def test_extract_mcp_text_error(bm, fake_result):
out = bm._extract_mcp_text(fake_result(["something broke"], is_error=True))
assert "error" in json.loads(out)
# ---- _extract_permalink ----
def test_extract_permalink_from_bare_json(bm):
text = json.dumps({"permalink": "proj/folder/note", "title": "T"})
assert bm._extract_permalink(text, "fb") == "proj/folder/note"
def test_extract_permalink_from_wrapped_json(bm):
text = json.dumps({"text": json.dumps({"permalink": "proj/folder/note"})})
assert bm._extract_permalink(text, "fb") == "proj/folder/note"
def test_extract_permalink_from_wrapped_markdown(bm):
md = (
"# Created note\n"
"project: hermes-jodys-imac\n"
"file_path: x/y.md\n"
"permalink: hermes-jodys-imac/folder/slug-name\n"
"checksum: unknown\n"
)
text = json.dumps({"text": md})
assert bm._extract_permalink(text, "fb") == "hermes-jodys-imac/folder/slug-name"
def test_extract_permalink_from_raw_markdown(bm):
md = "# Created note\npermalink: proj/folder/slug\n"
# Raw, not wrapped — strategy 4 path
assert bm._extract_permalink(md, "fb") == "proj/folder/slug"
def test_extract_permalink_no_match(bm):
assert bm._extract_permalink('{"foo":"bar"}', "fallback-title") == "fallback-title"
def test_extract_permalink_empty(bm):
assert bm._extract_permalink("", "fb") == "fb"
def test_extract_permalink_invalid(bm):
assert bm._extract_permalink("not json or markdown", "fb") == "fb"
def test_extract_permalink_strips_trailing_punct(bm):
md = "# Created note\npermalink: proj/folder/slug,"
assert bm._extract_permalink(md, "fb") == "proj/folder/slug"
# ---- _translate_args ----
def test_translate_search(bm):
tool, args = bm._translate_args("bm_search", {"query": "hi", "limit": 7}, "proj")
assert tool == "search_notes"
assert args == {"project": "proj", "query": "hi", "page_size": 7}
def test_translate_search_no_limit(bm):
tool, args = bm._translate_args("bm_search", {"query": "hi"}, "proj")
assert tool == "search_notes"
assert args == {"project": "proj", "query": "hi"}
def test_translate_read(bm):
tool, args = bm._translate_args("bm_read", {"identifier": "x/y"}, "proj")
assert tool == "read_note"
assert args == {"project": "proj", "identifier": "x/y"}
def test_translate_read_workspace_qualified_identifier_self_routes(bm):
tool, args = bm._translate_args(
"bm_read",
{"identifier": "personal/main/scratch/note"},
"hermes-memory",
)
assert tool == "read_note"
assert args == {"identifier": "personal/main/scratch/note"}
def test_translate_read_org_workspace_qualified_identifier_self_routes(bm):
tool, args = bm._translate_args(
"bm_read",
{"identifier": "basic-memory-7020de4e925843c68c9056c60d101d9e/main/scratch/note"},
"hermes-memory",
)
assert tool == "read_note"
assert args == {"identifier": "basic-memory-7020de4e925843c68c9056c60d101d9e/main/scratch/note"}
def test_translate_write(bm):
tool, args = bm._translate_args(
"bm_write",
{"title": "T", "content": "C", "folder": "F", "tags": ["a", "b"]},
"proj",
)
assert tool == "write_note"
assert args == {
"project": "proj",
"title": "T",
"content": "C",
"directory": "F",
"tags": ["a", "b"],
}
def test_translate_write_no_tags(bm):
tool, args = bm._translate_args(
"bm_write",
{"title": "T", "content": "C", "folder": "F"},
"proj",
)
assert tool == "write_note"
assert "tags" not in args
assert args["directory"] == "F"
def test_translate_edit_minimal(bm):
tool, args = bm._translate_args(
"bm_edit",
{"identifier": "x", "operation": "append", "content": "more"},
"proj",
)
assert tool == "edit_note"
assert args == {
"project": "proj",
"identifier": "x",
"operation": "append",
"content": "more",
}
def test_translate_edit_find_replace(bm):
tool, args = bm._translate_args(
"bm_edit",
{
"identifier": "x",
"operation": "find_replace",
"content": "new",
"find_text": "old",
},
"proj",
)
assert args["find_text"] == "old"
def test_translate_edit_replace_section(bm):
tool, args = bm._translate_args(
"bm_edit",
{
"identifier": "x",
"operation": "replace_section",
"content": "new",
"section": "## Notes",
},
"proj",
)
assert args["section"] == "## Notes"
def test_translate_context(bm):
tool, args = bm._translate_args("bm_context", {"url": "memory://x", "depth": 2}, "proj")
assert tool == "build_context"
assert args == {"project": "proj", "url": "memory://x", "depth": 2}
def test_translate_context_workspace_qualified_url_self_routes(bm):
tool, args = bm._translate_args(
"bm_context",
{"url": "memory://personal/main/scratch/note", "depth": 1},
"hermes-memory",
)
assert tool == "build_context"
assert args == {"url": "memory://personal/main/scratch/note", "depth": 1}
def test_translate_context_org_workspace_qualified_url_self_routes(bm):
tool, args = bm._translate_args(
"bm_context",
{
"url": "memory://basic-memory-7020de4e925843c68c9056c60d101d9e/main/scratch/note",
"depth": 1,
},
"hermes-memory",
)
assert tool == "build_context"
assert args == {
"url": "memory://basic-memory-7020de4e925843c68c9056c60d101d9e/main/scratch/note",
"depth": 1,
}
def test_translate_delete(bm):
tool, args = bm._translate_args("bm_delete", {"identifier": "x"}, "proj")
assert tool == "delete_note"
assert args == {"project": "proj", "identifier": "x"}
def test_translate_move(bm):
tool, args = bm._translate_args(
"bm_move", {"identifier": "x", "new_folder": "archive/2026"}, "proj"
)
assert tool == "move_note"
assert args == {
"project": "proj",
"identifier": "x",
"destination_folder": "archive/2026",
}
def test_translate_recent_defaults(bm):
tool, args = bm._translate_args("bm_recent", {}, "proj")
assert tool == "recent_activity"
assert args == {"project": "proj"}
def test_translate_recent_full(bm):
tool, args = bm._translate_args(
"bm_recent",
{"timeframe": "2 weeks", "limit": 25, "type": "entity"},
"proj",
)
assert tool == "recent_activity"
assert args == {
"project": "proj",
"timeframe": "2 weeks",
"page_size": 25,
"type": "entity",
}
# ---- Per-call project routing ----
def test_translate_uses_default_project_when_no_override(bm):
"""Existing behavior preserved: with no project override, the configured
default flows through."""
_, args = bm._translate_args("bm_search", {"query": "hi"}, "default-proj")
assert args["project"] == "default-proj"
assert "project_id" not in args
def test_translate_uses_project_name_override(bm):
"""Agent passes project="main" → that name reaches BM, not the default."""
_, args = bm._translate_args("bm_search", {"query": "hi", "project": "main"}, "default-proj")
assert args["project"] == "main"
assert "project_id" not in args
def test_translate_uses_project_id_override(bm):
"""Agent passes project_id=<uuid> → reaches BM as project_id, with no
project name in the call (would be redundant and risk server-side
precedence surprises)."""
uuid = "bf2a4c1e-d77f-4b7a-9c3e-5d8a1f0e2b6d"
_, args = bm._translate_args("bm_search", {"query": "hi", "project_id": uuid}, "default-proj")
assert args["project_id"] == uuid
assert "project" not in args
def test_translate_project_id_wins_when_both_supplied(bm):
"""If the agent passes both, project_id is the more specific identifier
(UUID across workspaces) and takes precedence. Only project_id reaches BM."""
uuid = "bf2a4c1e-d77f-4b7a-9c3e-5d8a1f0e2b6d"
_, args = bm._translate_args(
"bm_search",
{"query": "hi", "project": "main", "project_id": uuid},
"default-proj",
)
assert args["project_id"] == uuid
assert "project" not in args
def test_translate_routing_coerces_to_string(bm):
"""Defensive: if a model passes a non-string identifier (e.g. an int),
coerce rather than crash. BM accepts strings."""
_, args = bm._translate_args("bm_search", {"query": "hi", "project_id": 12345}, "default-proj")
assert args["project_id"] == "12345"
@pytest.mark.parametrize(
"tool,base_args",
[
("bm_search", {"query": "x"}),
("bm_read", {"identifier": "x"}),
("bm_write", {"title": "t", "content": "c", "folder": "f"}),
("bm_edit", {"identifier": "x", "operation": "append", "content": "c"}),
("bm_context", {"url": "memory://x"}),
("bm_delete", {"identifier": "x"}),
("bm_move", {"identifier": "x", "new_folder": "f"}),
("bm_recent", {}),
],
)
def test_translate_routing_works_for_every_tool(bm, tool, base_args):
"""Routing applies uniformly across every per-project tool. Global
discovery tools (bm_projects, bm_workspaces) are tested separately."""
args_with = dict(base_args, project="main")
_, out = bm._translate_args(tool, args_with, "default-proj")
assert out["project"] == "main"
args_with_id = dict(base_args, project_id="e1d3a5b8-0492-4c1f-8e7d-2a4b6c8d0e2f")
_, out = bm._translate_args(tool, args_with_id, "default-proj")
assert out["project_id"] == "e1d3a5b8-0492-4c1f-8e7d-2a4b6c8d0e2f"
assert "project" not in out
_, out = bm._translate_args(tool, base_args, "default-proj")
assert out["project"] == "default-proj"
# ---- Global discovery tools (bm_projects, bm_workspaces) ----
def test_translate_bm_projects_no_routing(bm):
"""bm_projects is a global discovery tool — it lists across all projects
and workspaces. _translate_args must NOT inject a default project
(would make BM scope the listing) and MUST request JSON so the agent
can parse identifiers out of the response."""
tool, out = bm._translate_args("bm_projects", {}, "default-proj")
assert tool == "list_memory_projects"
assert "project" not in out
assert "project_id" not in out
assert out == {"output_format": "json"}
def test_translate_bm_workspaces_no_routing(bm):
tool, out = bm._translate_args("bm_workspaces", {}, "default-proj")
assert tool == "list_workspaces"
assert "project" not in out
assert "project_id" not in out
assert out == {"output_format": "json"}
def test_translate_global_tools_ignore_project_kwargs(bm):
"""Even if a confused caller passes project/project_id to a global tool,
those args are dropped BM doesn't accept them and silently scoping
the listing would be worse than ignoring the args."""
_, out = bm._translate_args(
"bm_projects",
{"project": "main", "project_id": "e1d3a5b8-0492-4c1f-8e7d-2a4b6c8d0e2f"},
"default-proj",
)
assert "project" not in out
assert "project_id" not in out
# ---- TOOL_SCHEMAS routing properties ----
def test_every_tool_schema_advertises_project_routing(bm):
"""Every per-project bm_* tool must expose `project` and `project_id` so
the agent sees them in the tool surface. Regression: forgetting to add
routing props to a new tool would silently lock the agent into the
active project exactly the friction Drew's note flagged.
Global discovery tools (bm_projects, bm_workspaces) are excluded they
list across projects/workspaces and don't take routing args."""
for schema in bm.TOOL_SCHEMAS:
props = schema["parameters"]["properties"]
if schema["name"] in bm._GLOBAL_TOOLS:
assert "project" not in props, (
f"{schema['name']} is a global tool; should not have project prop"
)
assert "project_id" not in props, (
f"{schema['name']} is a global tool; should not have project_id prop"
)
continue
assert "project" in props, f"{schema['name']} missing project prop"
assert "project_id" in props, f"{schema['name']} missing project_id prop"
# Routing is always optional — never in `required`.
required = schema["parameters"].get("required", [])
assert "project" not in required
assert "project_id" not in required
# ---- _default_project / _hostname ----
def test_default_project_format(bm):
p = bm._default_project()
assert p.startswith("hermes-")
# Hostnames are lowercased and stripped
assert " " not in p
def test_hostname_lowercased(bm, monkeypatch):
monkeypatch.setattr(bm.socket, "gethostname", lambda: "Some.Long.Host")
assert bm._hostname() == "some"
# ---- TOOL_SCHEMAS ----
def test_tool_schemas_complete(bm):
names = {s["name"] for s in bm.TOOL_SCHEMAS}
expected = {
"bm_search",
"bm_read",
"bm_write",
"bm_edit",
"bm_context",
"bm_delete",
"bm_move",
"bm_recent",
"bm_projects",
"bm_workspaces",
}
assert names == expected
def test_tool_schemas_have_descriptions(bm):
for s in bm.TOOL_SCHEMAS:
assert s["description"], f"{s['name']} missing description"
assert "parameters" in s
assert s["parameters"]["type"] == "object"
def test_hermes_to_bm_complete(bm):
assert set(bm._HERMES_TO_BM.keys()) == {s["name"] for s in bm.TOOL_SCHEMAS}
@@ -0,0 +1,423 @@
"""
Gated integration tests against a real basic-memory MCP server.
These tests spin up the real `bm mcp` subprocess via the production actor and
exercise every tool through `handle_tool_call`, mirroring the production code
path. They are skipped unless BOTH:
BM_INTEGRATION=1
AND `bm` is installed AND `mcp` Python package is importable
A throwaway BM project is created for the test session and removed afterward,
so these tests never touch your real BM projects.
Run them with:
BM_INTEGRATION=1 uv run --with pytest --with mcp pytest tests/test_integration.py
"""
from __future__ import annotations
import json
import os
import shutil
import subprocess
import tempfile
import time
import uuid
import pytest
# ---- Gating ----
_INTEGRATION_ENABLED = os.environ.get("BM_INTEGRATION") == "1"
_BM_BIN = shutil.which("bm") or (
os.path.expanduser("~/.local/bin/bm")
if os.path.isfile(os.path.expanduser("~/.local/bin/bm"))
else None
)
try:
import mcp # noqa: F401
_MCP_OK = True
except Exception:
_MCP_OK = False
pytestmark = [
pytest.mark.skipif(
not _INTEGRATION_ENABLED,
reason="set BM_INTEGRATION=1 to run integration tests",
),
pytest.mark.skipif(_BM_BIN is None, reason="bm CLI not on PATH"),
pytest.mark.skipif(not _MCP_OK, reason="mcp Python package not installed"),
]
# ---- Session-scoped BM project ----
@pytest.fixture(scope="session")
def temp_bm_project():
"""Create a throwaway BM project for the session; remove when done."""
project_name = f"hermes-bm-test-{uuid.uuid4().hex[:8]}"
project_dir = tempfile.mkdtemp(prefix=f"{project_name}-")
# Register
subprocess.run(
[_BM_BIN, "project", "add", project_name, project_dir],
check=False,
capture_output=True,
timeout=20,
)
yield project_name, project_dir
# Tear down
subprocess.run(
[_BM_BIN, "project", "remove", project_name],
check=False,
capture_output=True,
timeout=20,
)
shutil.rmtree(project_dir, ignore_errors=True)
@pytest.fixture
def provider(bm, temp_bm_project, tmp_path):
"""Initialized provider pointing at the temp project."""
project_name, project_dir = temp_bm_project
# Pre-write a config file in this test's hermes_home so initialize picks it up
cfg = {
"mode": "local",
"project": project_name,
"project_path": project_dir,
"capture_per_turn": True,
"capture_session_end": True,
"capture_folder": "test-sessions",
}
(tmp_path / "basic-memory.json").write_text(json.dumps(cfg))
p = bm.BasicMemoryProvider()
p.initialize(
session_id=f"integration-{uuid.uuid4().hex[:6]}",
hermes_home=str(tmp_path),
platform="cli",
)
if not p._initialized:
pytest.fail("Provider failed to initialize against the real bm MCP server")
yield p
p.shutdown()
def _parse_tool_result(raw):
try:
d = json.loads(raw)
except Exception:
return None
return d
# ---- Actor smoke ----
def test_actor_starts_and_lists_expected_tools(provider, bm):
tools = {t["name"] for t in provider._actor.list_tools()}
expected = set(bm._HERMES_TO_BM.values())
missing = expected - tools
assert not missing, f"BM MCP server missing tools we depend on: {missing}"
# ---- Tool surface ----
def test_bm_write_returns_full_permalink(provider, bm):
title = f"Integration Write Test {uuid.uuid4().hex[:6]}"
raw = provider.handle_tool_call(
"bm_write",
{
"title": title,
"content": f"# {title}\n\nbody.\n",
"folder": "tests",
"tags": ["integration"],
},
)
permalink = bm._extract_permalink(raw, "")
assert permalink, f"no permalink extracted from: {raw[:300]}"
# BM permalinks include the project prefix
assert permalink.split("/")[0] == provider._project, (
f"permalink should start with project name: {permalink}"
)
def test_bm_read_round_trips_a_written_note(provider, bm):
title = f"Read RT {uuid.uuid4().hex[:6]}"
body = f"# {title}\n\nMARKER-{uuid.uuid4().hex}\n"
raw = provider.handle_tool_call(
"bm_write",
{
"title": title,
"content": body,
"folder": "tests",
},
)
permalink = bm._extract_permalink(raw, "")
raw = provider.handle_tool_call("bm_read", {"identifier": permalink})
d = _parse_tool_result(raw)
text = (d or {}).get("text") or json.dumps(d or {})
assert title in text
def test_bm_edit_append_lands_in_note(provider, bm):
title = f"Append Test {uuid.uuid4().hex[:6]}"
raw = provider.handle_tool_call(
"bm_write",
{
"title": title,
"content": f"# {title}\nseed\n",
"folder": "tests",
},
)
permalink = bm._extract_permalink(raw, "")
marker = f"APPEND-MARKER-{uuid.uuid4().hex}"
provider.handle_tool_call(
"bm_edit",
{
"identifier": permalink,
"operation": "append",
"content": f"\n{marker}\n",
},
)
raw = provider.handle_tool_call("bm_read", {"identifier": permalink})
d = _parse_tool_result(raw)
text = (d or {}).get("text") or json.dumps(d or {})
assert marker in text
def test_bm_edit_replace_section_swaps_content(provider, bm):
title = f"ReplaceSection {uuid.uuid4().hex[:6]}"
body = f"# {title}\n\n## Notes\noriginal-body\n"
raw = provider.handle_tool_call(
"bm_write",
{
"title": title,
"content": body,
"folder": "tests",
},
)
permalink = bm._extract_permalink(raw, "")
new_marker = f"REPLACED-{uuid.uuid4().hex}"
provider.handle_tool_call(
"bm_edit",
{
"identifier": permalink,
"operation": "replace_section",
"section": "## Notes",
"content": new_marker,
},
)
raw = provider.handle_tool_call("bm_read", {"identifier": permalink})
d = _parse_tool_result(raw)
text = (d or {}).get("text") or json.dumps(d or {})
assert new_marker in text
assert "original-body" not in text
def test_bm_search_finds_a_freshly_written_note(provider, bm):
unique = f"SEARCH-MARKER-{uuid.uuid4().hex}"
title = f"Search Test {unique}"
provider.handle_tool_call(
"bm_write",
{
"title": title,
"content": f"# {title}\nbody.\n",
"folder": "tests",
},
)
raw = provider.handle_tool_call("bm_search", {"query": unique, "limit": 5})
d = _parse_tool_result(raw)
text = (d or {}).get("text") or json.dumps(d or {})
assert unique in text or title in text
def test_bm_context_returns_results(provider, bm):
title = f"Context Test {uuid.uuid4().hex[:6]}"
raw = provider.handle_tool_call(
"bm_write",
{
"title": title,
"content": f"# {title}\n",
"folder": "tests",
},
)
permalink = bm._extract_permalink(raw, "")
raw = provider.handle_tool_call(
"bm_context",
{
"url": f"memory://{permalink}",
"depth": 1,
},
)
d = _parse_tool_result(raw)
assert d is not None
# build_context returns a JSON dict with `results` (and other fields)
text_blob = json.dumps(d)
assert "results" in text_blob
def test_bm_move_relocates_note(provider, bm):
"""
BM permalinks are stable IDs that don't change on move — only the
file_path moves. So we verify by:
1. The move response itself reports the new destination
2. Reading by the original permalink still succeeds (note wasn't lost)
"""
title = f"Move Test {uuid.uuid4().hex[:6]}"
raw = provider.handle_tool_call(
"bm_write",
{
"title": title,
"content": f"# {title}\n",
"folder": "tests",
},
)
permalink = bm._extract_permalink(raw, "")
assert permalink, "expected a permalink from bm_write"
raw = provider.handle_tool_call(
"bm_move",
{
"identifier": permalink,
"new_folder": "tests/archive",
},
)
d = _parse_tool_result(raw)
move_text = (d or {}).get("text") or json.dumps(d or {})
# Move response text reports both the old and new locations
assert "moved successfully" in move_text.lower() or "moved" in move_text.lower(), (
f"move response missing success indicator: {move_text[:200]}"
)
assert "tests/archive" in move_text, f"move response missing new folder: {move_text[:200]}"
# Permalink is stable — reading by it should still work
raw = provider.handle_tool_call("bm_read", {"identifier": permalink})
d = _parse_tool_result(raw)
read_text = (d or {}).get("text") or json.dumps(d or {})
assert title in read_text, "note should still be readable after move"
def test_bm_delete_removes_note(provider, bm):
title = f"Delete Test {uuid.uuid4().hex[:6]}"
raw = provider.handle_tool_call(
"bm_write",
{
"title": title,
"content": f"# {title}\n",
"folder": "tests",
},
)
permalink = bm._extract_permalink(raw, "")
provider.handle_tool_call("bm_delete", {"identifier": permalink})
# Read should now indicate "not found"
raw = provider.handle_tool_call("bm_read", {"identifier": permalink})
d = _parse_tool_result(raw)
text = (d or {}).get("text") or json.dumps(d or {})
assert "not found" in text.lower() or "no notes found" in text.lower(), (
f"expected a 'not found' indication, got: {text[:200]}"
)
# ---- Capture pipeline ----
def test_sync_turn_writes_then_appends_to_same_session_note(provider, bm):
# First turn — creates the session note
provider.sync_turn("integration turn-1 user", "integration turn-1 assistant")
if provider._sync_thread:
provider._sync_thread.join(timeout=20.0)
sid_1 = provider._session_note_id
assert sid_1, "first sync_turn should set _session_note_id"
assert sid_1.startswith(provider._project + "/"), (
f"session_note_id should include project prefix, got: {sid_1}"
)
# Second turn — should append to the same note
marker = f"TURN-2-MARKER-{uuid.uuid4().hex}"
provider.sync_turn("integration turn-2 user", marker)
if provider._sync_thread:
provider._sync_thread.join(timeout=20.0)
sid_2 = provider._session_note_id
assert sid_2 == sid_1, "session_note_id should NOT change between turns"
# Verify both turn markers are present in the persisted note
raw = provider.handle_tool_call("bm_read", {"identifier": sid_1})
d = _parse_tool_result(raw)
text = (d or {}).get("text") or json.dumps(d or {})
assert "integration turn-1 user" in text
assert marker in text
def test_on_session_end_writes_summary_with_relations(provider, bm):
# Seed a session note via sync_turn
provider.sync_turn("first message", "first reply")
if provider._sync_thread:
provider._sync_thread.join(timeout=20.0)
sid = provider._session_note_id
assert sid
provider.on_session_end(
[
{"role": "user", "content": "first message"},
{"role": "assistant", "content": "first reply"},
]
)
# Search for the summary
raw = provider.handle_tool_call(
"bm_search",
{
"query": "Hermes Session Summary",
"limit": 5,
},
)
d = _parse_tool_result(raw)
text = (d or {}).get("text") or json.dumps(d or {})
assert "Hermes Session Summary" in text
def test_prefetch_against_real_bm(provider, bm):
# Seed a recognizable note
unique = f"PREFETCH-MARKER-{uuid.uuid4().hex}"
provider.handle_tool_call(
"bm_write",
{
"title": f"Prefetch Test {unique}",
"content": f"# Prefetch Test\n{unique}\n",
"folder": "tests",
},
)
# BM's FTS index is updated synchronously inside the write_note API
# path (knowledge_router.py:272), so this loop is really only smoothing
# over the round-trip cost of a few RPCs on a slow runner. prefetch
# explicitly requests search_type="text" so we don't get pulled onto
# BM's hybrid path, where vector indexing is async and would race the
# search.
budget_secs = 10.0
deadline = time.monotonic() + budget_secs
out = ""
attempts = 0
while time.monotonic() < deadline:
attempts += 1
out = provider.prefetch(unique)
if out:
break
time.sleep(0.25)
assert out, (
f"prefetch returned nothing after {attempts} attempt(s) over "
f"{budget_secs}s; provider._failure_count={provider._failure_count}, "
f"circuit_open={provider._is_circuit_open()}. "
f"Either BM didn't index the note in time or prefetch's actor.call "
f"is timing out internally."
)
assert "Basic Memory Recall" in out
assert unique in out or "Prefetch Test" in out
+296
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@@ -0,0 +1,296 @@
"""Tests for prefetch / queue_prefetch / _format_prefetch."""
from __future__ import annotations
import json
import time
from unittest.mock import MagicMock
import pytest
def _initialized_provider(bm):
p = bm.BasicMemoryProvider()
p._initialized = True
p._project = "test-proj"
p._actor = MagicMock()
return p
# ---- prefetch ----
def test_prefetch_returns_cached_value_drained(bm):
p = _initialized_provider(bm)
p._pending_prefetch = "## cached recall"
out = p.prefetch("any query")
assert out == "## cached recall"
# Cache must be drained so the next prefetch doesn't return stale results
assert p._pending_prefetch == ""
p._actor.call.assert_not_called()
def test_prefetch_calls_search_when_cache_empty(bm):
p = _initialized_provider(bm)
p._actor.call.return_value = json.dumps(
{"results": [{"title": "T", "permalink": "p/t", "content": "c"}]}
)
out = p.prefetch("hello world")
assert "## Basic Memory Recall" in out
assert "**T**" in out
p._actor.call.assert_called_once()
bm_tool, bm_args = p._actor.call.call_args[0][:2]
assert bm_tool == "search_notes"
assert bm_args["query"] == "hello world"
assert bm_args["page_size"] == 5
assert bm_args["output_format"] == "json"
# Pin search_type=text so BM doesn't fall into the hybrid+async-vector
# path on the prefetch hot path. See prefetch() comment for rationale.
assert bm_args["search_type"] == "text"
def test_prefetch_returns_empty_when_uninitialized(bm):
p = bm.BasicMemoryProvider()
assert p.prefetch("x") == ""
def test_prefetch_returns_empty_when_circuit_open(bm):
p = _initialized_provider(bm)
p._failure_pause_until = time.monotonic() + 60.0
assert p.prefetch("x") == ""
p._actor.call.assert_not_called()
def test_prefetch_records_failure_on_actor_error(bm):
p = _initialized_provider(bm)
p._actor.call.side_effect = RuntimeError("boom")
assert p.prefetch("x") == ""
assert p._failure_count == 1
def test_prefetch_returns_empty_for_empty_results(bm):
p = _initialized_provider(bm)
p._actor.call.return_value = json.dumps({"results": []})
assert p.prefetch("x") == ""
# ---- queue_prefetch ----
def test_queue_prefetch_fills_cache_in_background(bm):
p = _initialized_provider(bm)
p._actor.call.return_value = json.dumps(
{"results": [{"title": "Bg", "permalink": "p/bg", "content": "c"}]}
)
p.queue_prefetch("user typed something")
# Wait for the daemon thread to finish
if p._prefetch_thread:
p._prefetch_thread.join(timeout=5.0)
# Cache should now have the formatted result
assert "**Bg**" in p._pending_prefetch
# And subsequent prefetch returns it without making another call
p._actor.call.reset_mock()
out = p.prefetch("anything")
assert "**Bg**" in out
p._actor.call.assert_not_called()
def test_queue_prefetch_uses_longer_timeout_than_sync_prefetch(bm):
"""queue_prefetch runs in background, so it can afford a longer timeout."""
p = _initialized_provider(bm)
p._actor.call.return_value = json.dumps({"results": []})
p.queue_prefetch("q")
if p._prefetch_thread:
p._prefetch_thread.join(timeout=5.0)
timeout = p._actor.call.call_args.kwargs.get("timeout") or p._actor.call.call_args[1].get(
"timeout"
)
# Background prefetch is more patient than the foreground 3.0s
assert timeout is not None and timeout > 3.0
def test_queue_prefetch_skipped_when_thread_in_flight(bm):
p = _initialized_provider(bm)
# Simulate an already-running prefetch thread
class _StillAlive:
def is_alive(self):
return True
p._prefetch_thread = _StillAlive() # type: ignore[assignment]
p.queue_prefetch("q")
p._actor.call.assert_not_called()
def test_queue_prefetch_skipped_when_circuit_open(bm):
p = _initialized_provider(bm)
p._failure_pause_until = time.monotonic() + 60.0
p.queue_prefetch("q")
p._actor.call.assert_not_called()
def test_queue_prefetch_skipped_when_uninitialized(bm):
p = bm.BasicMemoryProvider()
p._actor = MagicMock()
p.queue_prefetch("q")
p._actor.call.assert_not_called()
def test_queue_prefetch_records_failure_on_bg_error(bm):
p = _initialized_provider(bm)
p._actor.call.side_effect = RuntimeError("backend down")
p.queue_prefetch("q")
if p._prefetch_thread:
p._prefetch_thread.join(timeout=5.0)
assert p._failure_count >= 1
# ---- _format_prefetch ----
def _format(bm, payload):
"""Helper: call _format_prefetch on a fresh provider."""
return bm.BasicMemoryProvider()._format_prefetch(payload)
def test_format_prefetch_with_results(bm):
payload = json.dumps(
{
"results": [
{"title": "A", "permalink": "p/a", "content": "first line"},
{"title": "B", "permalink": "p/b", "content": "second line"},
]
}
)
out = _format(bm, payload)
assert "## Basic Memory Recall" in out
assert "**A**" in out and "**B**" in out
assert "p/a" in out and "p/b" in out
def test_format_prefetch_caps_at_5_entries(bm):
results = [{"title": f"T{i}", "permalink": f"p/{i}", "content": "x"} for i in range(20)]
payload = json.dumps({"results": results})
out = _format(bm, payload)
# Five lines + one heading = 6 lines max
assert out.count("\n- **") == 5
def test_format_prefetch_caps_preview_length(bm):
payload = json.dumps(
{
"results": [
{"title": "T", "permalink": "p/t", "content": "x" * 5000},
]
}
)
out = _format(bm, payload)
# Each result line includes the preview, capped to 200 chars
line = [l for l in out.split("\n") if l.startswith("- ")][0]
# Some boilerplate around the preview, but the long preview is capped
assert len(line) < 400
def test_format_prefetch_collapses_whitespace(bm):
payload = json.dumps(
{
"results": [
{"title": "T", "permalink": "p/t", "content": "first\n\n second\tthird"},
]
}
)
out = _format(bm, payload)
assert "first second third" in out
def test_format_prefetch_falls_back_to_preview_field(bm):
"""BM may use 'preview' instead of 'content' in some response shapes."""
payload = json.dumps(
{
"results": [
{"title": "T", "permalink": "p/t", "preview": "preview-only"},
]
}
)
out = _format(bm, payload)
assert "preview-only" in out
def test_format_prefetch_handles_non_string_content(bm):
"""Defensive: BM could conceivably return non-string content fields."""
payload = json.dumps(
{
"results": [
{"title": "T", "permalink": "p/t", "content": 12345},
]
}
)
# Must not raise
out = _format(bm, payload)
assert "12345" in out
def test_format_prefetch_handles_missing_title_permalink(bm):
payload = json.dumps(
{
"results": [
{"content": "orphan note"},
]
}
)
out = _format(bm, payload)
assert "(untitled)" in out
assert "orphan note" in out
def test_format_prefetch_skips_non_dict_entries(bm):
payload = json.dumps(
{
"results": [
"not-a-dict",
{"title": "Real", "permalink": "p/r", "content": "x"},
]
}
)
out = _format(bm, payload)
assert "Real" in out
assert "not-a-dict" not in out
def test_format_prefetch_with_text_wrapped_results(bm):
"""BM text-format responses arrive wrapped as {"text": "..."} by _extract_mcp_text."""
inner = json.dumps({"results": [{"title": "X", "permalink": "p/x", "content": "c"}]})
payload = json.dumps({"text": inner})
out = _format(bm, payload)
assert "**X**" in out
def test_format_prefetch_empty(bm):
assert _format(bm, json.dumps({"results": []})) == ""
def test_format_prefetch_no_results_key(bm):
assert _format(bm, json.dumps({"foo": "bar"})) == ""
def test_format_prefetch_malformed(bm):
assert _format(bm, "not-json") == ""
def test_format_prefetch_handles_extra_unknown_fields(bm):
"""Forward-compatibility: unknown fields shouldn't break formatting."""
payload = json.dumps(
{
"results": [
{
"title": "T",
"permalink": "p/t",
"content": "c",
"future_field_42": {"nested": "value"},
"score": 0.9,
},
]
}
)
out = _format(bm, payload)
assert "**T**" in out
+637
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@@ -0,0 +1,637 @@
"""Tests for BasicMemoryProvider with the MCP actor mocked out."""
from __future__ import annotations
import json
from pathlib import Path
from unittest.mock import MagicMock
def test_is_available_no_mcp(bm, monkeypatch):
monkeypatch.setattr(bm, "_MCP_AVAILABLE", False)
p = bm.BasicMemoryProvider()
assert p.is_available() is False
def test_is_available_no_bm_no_uv(bm, monkeypatch):
"""No bm AND no uv → can't install, can't operate → unavailable."""
monkeypatch.setattr(bm, "_MCP_AVAILABLE", True)
monkeypatch.setattr(bm, "_bm_binary_path", lambda: None)
monkeypatch.setattr(bm, "_uv_binary_path", lambda: None)
p = bm.BasicMemoryProvider()
assert p.is_available() is False
def test_is_available_bm_present(bm, monkeypatch):
"""bm already installed → available regardless of uv."""
monkeypatch.setattr(bm, "_MCP_AVAILABLE", True)
monkeypatch.setattr(bm, "_bm_binary_path", lambda: "/fake/bm")
monkeypatch.setattr(bm, "_uv_binary_path", lambda: None)
p = bm.BasicMemoryProvider()
assert p.is_available() is True
def test_is_available_bm_missing_but_uv_present(bm, monkeypatch):
"""bm missing but uv available → we can install bm at init time → available."""
monkeypatch.setattr(bm, "_MCP_AVAILABLE", True)
monkeypatch.setattr(bm, "_bm_binary_path", lambda: None)
monkeypatch.setattr(bm, "_uv_binary_path", lambda: "/fake/uv")
p = bm.BasicMemoryProvider()
assert p.is_available() is True
def test_name(bm):
assert bm.BasicMemoryProvider().name == "basic-memory"
assert bm.BasicMemoryProvider().name == bm.PROVIDER_NAME
def test_get_tool_schemas_unconditional(bm):
"""
Regression: Hermes captures the schema list at *register* time, before
`initialize()` runs. If get_tool_schemas() returns [] when uninitialized,
Hermes builds _tool_to_provider with no entries for us and every
subsequent bm_* invocation returns "Unknown tool: bm_*" forever.
Schemas are static return them unconditionally.
"""
# Fresh provider, never initialized, should still expose all 10 schemas
p = bm.BasicMemoryProvider()
assert p._initialized is False
schemas = p.get_tool_schemas()
assert len(schemas) == 10
names = {s["name"] for s in schemas}
assert names == {
"bm_search",
"bm_read",
"bm_write",
"bm_edit",
"bm_context",
"bm_delete",
"bm_move",
"bm_recent",
"bm_projects",
"bm_workspaces",
}
# Initialized provider also returns 10 (idempotent)
p._initialized = True
assert len(p.get_tool_schemas()) == 10
def test_get_tool_schemas_returns_independent_copies(bm):
"""Mutating the returned list shouldn't affect the next call."""
p = bm.BasicMemoryProvider()
schemas = p.get_tool_schemas()
schemas.clear()
assert len(p.get_tool_schemas()) == 10
def test_handle_tool_call_uninitialized(bm):
p = bm.BasicMemoryProvider()
out = json.loads(p.handle_tool_call("bm_search", {"query": "x"}))
assert "error" in out
def test_handle_tool_call_unknown_tool(bm):
p = bm.BasicMemoryProvider()
p._initialized = True
p._actor = MagicMock()
out = json.loads(p.handle_tool_call("bm_bogus", {}))
assert "error" in out
def test_handle_tool_call_dispatches(bm):
p = bm.BasicMemoryProvider()
p._initialized = True
p._project = "proj"
actor = MagicMock()
actor.call.return_value = json.dumps({"results": []})
p._actor = actor
out = p.handle_tool_call("bm_search", {"query": "hi", "limit": 3})
actor.call.assert_called_once()
bm_tool, bm_args = actor.call.call_args[0][:2]
assert bm_tool == "search_notes"
assert bm_args == {"project": "proj", "query": "hi", "page_size": 3}
def test_handle_tool_call_missing_arg(bm):
p = bm.BasicMemoryProvider()
p._initialized = True
p._actor = MagicMock()
out = json.loads(p.handle_tool_call("bm_write", {"title": "x"}))
assert "error" in out
def test_handle_tool_call_actor_failure(bm):
p = bm.BasicMemoryProvider()
p._initialized = True
p._project = "proj"
actor = MagicMock()
actor.call.side_effect = RuntimeError("boom")
p._actor = actor
out = json.loads(p.handle_tool_call("bm_search", {"query": "x"}))
assert "error" in out
assert p._failure_count == 1
def test_circuit_breaker_opens_after_5_failures(bm, monkeypatch):
p = bm.BasicMemoryProvider()
p._initialized = True
p._project = "proj"
actor = MagicMock()
actor.call.side_effect = RuntimeError("boom")
p._actor = actor
for _ in range(5):
p.handle_tool_call("bm_search", {"query": "x"})
assert p._failure_pause_until > 0
assert p._is_circuit_open() is True
def test_circuit_breaker_resets_after_pause(bm, monkeypatch):
p = bm.BasicMemoryProvider()
p._failure_count = 5
p._failure_pause_until = 1.0 # already in the past
monkeypatch.setattr(bm.time, "monotonic", lambda: 9999.0)
assert p._is_circuit_open() is False
assert p._failure_count == 0
def test_session_note_title_with_session_id(bm):
from datetime import datetime, timezone
p = bm.BasicMemoryProvider()
p._session_started_at = datetime(2026, 5, 10, 13, 5, tzinfo=timezone.utc)
p._session_id = "20260510_080249_571920"
title = p._session_note_title()
# Date appears once; trailing random component is the disambiguator
assert title == "Hermes Session 2026-05-10 1305 571920"
def test_session_note_title_no_session_id(bm):
from datetime import datetime, timezone
p = bm.BasicMemoryProvider()
p._session_started_at = datetime(2026, 5, 10, 13, 5, 42, tzinfo=timezone.utc)
p._session_id = ""
title = p._session_note_title()
# Falls back to seconds for disambiguation
assert title == "Hermes Session 2026-05-10 1305 42"
def test_session_note_title_short_session_id(bm):
from datetime import datetime, timezone
p = bm.BasicMemoryProvider()
p._session_started_at = datetime(2026, 5, 10, 13, 5, tzinfo=timezone.utc)
p._session_id = "abcdef"
title = p._session_note_title()
# No `_` in id → use last 6 chars
assert title == "Hermes Session 2026-05-10 1305 abcdef"
def test_system_prompt_block_uninitialized(bm):
p = bm.BasicMemoryProvider()
assert p.system_prompt_block() == ""
def test_system_prompt_block_mentions_tools(bm):
p = bm.BasicMemoryProvider()
p._initialized = True
p._project = "test-proj"
p._mode = "local"
out = p.system_prompt_block()
assert "bm_search" in out
assert "test-proj" in out
assert "local" in out
def test_system_prompt_block_steers_away_from_cli(bm):
"""
Felix's training data is biased toward `bm tool ...` CLI patterns. The
system_prompt_block must explicitly direct the model to the bm_* tools
AND give a reason (latency) so it has a justification for following the
directive. Without this nudge, agents reach for bash/terminal tools and
pay 1-2s per call instead of ~0.1s.
"""
p = bm.BasicMemoryProvider()
p._initialized = True
p._project = "test-proj"
p._mode = "local"
out = p.system_prompt_block().lower()
# Directive: don't use the bm CLI
assert "do not shell out" in out or "do not use the" in out or "do not run" in out
assert "bm" in out and "cli" in out
# Reason given (latency / capture bypass)
assert "mcp" in out # the persistent connection is the mechanism we cite
assert "spawn" in out or "process" in out # cold-start cost is mentioned
def test_save_config_writes_json(bm, tmp_path):
p = bm.BasicMemoryProvider()
p.save_config({"mode": "local", "project": "x", "capture_per_turn": "true"}, str(tmp_path))
written = json.loads((tmp_path / "basic-memory.json").read_text())
assert written["mode"] == "local"
assert written["project"] == "x"
assert written["capture_per_turn"] is True # coerced from "true"
def test_save_config_merges_existing(bm, tmp_path):
cfg = tmp_path / "basic-memory.json"
cfg.write_text(json.dumps({"mode": "cloud", "project": "old"}))
p = bm.BasicMemoryProvider()
p.save_config({"project": "new"}, str(tmp_path))
after = json.loads(cfg.read_text())
assert after["mode"] == "cloud" # preserved
assert after["project"] == "new" # updated
def test_load_config_missing_returns_empty(bm, tmp_path):
assert bm._load_config(str(tmp_path)) == {}
def test_load_config_corrupt_returns_empty(bm, tmp_path):
(tmp_path / "basic-memory.json").write_text("{not json")
assert bm._load_config(str(tmp_path)) == {}
def test_get_config_schema_shape(bm):
schema = bm.BasicMemoryProvider().get_config_schema()
keys = {entry["key"] for entry in schema}
assert {
"mode",
"project",
"project_path",
"capture_per_turn",
"capture_session_end",
"capture_folder",
}.issubset(keys)
def test_register_appends_to_active_providers(bm):
fake_ctx = MagicMock()
bm._active_providers.clear()
bm.register(fake_ctx)
fake_ctx.register_memory_provider.assert_called_once()
assert len(bm._active_providers) == 1
bm._active_providers.clear()
def test_register_also_registers_bundled_skill(bm):
"""Plugin's bundled SKILL.md should auto-register when `hermes plugins install`
drops the repo into ~/.hermes/plugins/. Avoids the manual symlink step."""
fake_ctx = MagicMock()
bm._active_providers.clear()
bm.register(fake_ctx)
fake_ctx.register_skill.assert_called_once()
args, kwargs = fake_ctx.register_skill.call_args
# First positional arg is the bare skill name
assert args[0] == "basic-memory"
# Second positional arg is the SKILL.md path; it should resolve to a real file
assert args[1].name == "SKILL.md"
assert args[1].is_file()
bm._active_providers.clear()
def test_register_tolerates_old_hermes_without_register_skill(bm):
"""Older Hermes versions don't have ctx.register_skill; we shouldn't crash."""
class _OldCtx:
def __init__(self):
self.calls = []
def register_memory_provider(self, provider):
self.calls.append(("memory", provider))
ctx = _OldCtx()
bm._active_providers.clear()
bm.register(ctx) # must not raise
assert any(c[0] == "memory" for c in ctx.calls)
bm._active_providers.clear()
def test_register_swallows_register_skill_errors(bm, caplog):
"""If register_skill raises (path validation, ABC mismatch, etc.) we log
and continue don't break the memory-provider registration."""
fake_ctx = MagicMock()
fake_ctx.register_skill.side_effect = ValueError("invalid skill name")
bm._active_providers.clear()
with caplog.at_level("WARNING"):
bm.register(fake_ctx)
fake_ctx.register_memory_provider.assert_called_once()
assert "register_skill failed" in caplog.text
bm._active_providers.clear()
# ---- Edge cases ----
def test_handle_tool_call_with_none_args(bm):
"""args=None must not crash; should be coerced to {} and surface a missing-arg error."""
p = bm.BasicMemoryProvider()
p._initialized = True
p._actor = MagicMock()
out = json.loads(p.handle_tool_call("bm_search", None)) # type: ignore[arg-type]
assert "error" in out
def test_handle_tool_call_unknown_does_not_invoke_actor(bm):
p = bm.BasicMemoryProvider()
p._initialized = True
p._actor = MagicMock()
p.handle_tool_call("bm_does_not_exist", {"x": 1})
p._actor.call.assert_not_called()
def test_translate_args_unknown_tool_raises(bm):
"""Unknown tool names should raise KeyError so callers handle it explicitly."""
import pytest
with pytest.raises(KeyError):
bm._translate_args("not_a_tool", {}, "proj")
# ---- Version metadata ----
def test_module_version_present(bm):
import re
assert hasattr(bm, "__version__")
assert isinstance(bm.__version__, str)
# Matches the Python release versions written by scripts/update_versions.py.
assert re.fullmatch(r"\d+\.\d+\.\d+(?:(?:b|rc)\d+)?", bm.__version__), bm.__version__
def test_module_version_matches_plugin_yaml(bm):
"""plugin.yaml ships to Hermes; __version__ is what tooling reads. Keep them in sync."""
import os
import re
plugin_yaml = os.path.join(
os.path.dirname(os.path.abspath(bm.__file__)),
"plugin.yaml",
)
text = open(plugin_yaml).read()
m = re.search(r"^\s*version\s*:\s*(\S+)\s*$", text, re.MULTILINE)
assert m is not None, "plugin.yaml is missing a version field"
assert m.group(1) == bm.__version__, (
f"plugin.yaml version ({m.group(1)}) doesn't match __version__ ({bm.__version__})"
)
# ---- uv bootstrap ----
def test_install_bm_via_uv_no_uv(bm, monkeypatch):
"""If uv isn't available, install returns None without trying to spawn."""
monkeypatch.setattr(bm, "_uv_binary_path", lambda: None)
assert bm._install_bm_via_uv() is None
def test_install_bm_via_uv_runs_uv_tool_install(bm, monkeypatch):
"""Install shells out to `uv tool install basic-memory`."""
calls: list = []
class _Result:
returncode = 0
stdout = b""
stderr = b""
def _fake_run(argv, **kwargs):
calls.append((argv, kwargs))
return _Result()
monkeypatch.setattr(bm, "_uv_binary_path", lambda: "/fake/uv")
monkeypatch.setattr(bm.subprocess, "run", _fake_run)
monkeypatch.setattr(bm, "_bm_binary_path", lambda: "/fake/bm-after-install")
result = bm._install_bm_via_uv()
assert result == "/fake/bm-after-install"
assert len(calls) == 1
argv = calls[0][0]
assert argv[0] == "/fake/uv"
assert argv[1:] == ["tool", "install", "basic-memory", "--quiet"]
def test_install_bm_via_uv_failed_returncode(bm, monkeypatch):
"""Non-zero exit logs and returns None — doesn't pretend success."""
class _Result:
returncode = 2
stdout = b""
stderr = b"network unreachable"
monkeypatch.setattr(bm, "_uv_binary_path", lambda: "/fake/uv")
monkeypatch.setattr(bm.subprocess, "run", lambda *a, **kw: _Result())
assert bm._install_bm_via_uv() is None
def test_install_bm_via_uv_subprocess_exception(bm, monkeypatch):
"""If subprocess raises (timeout, OSError, etc.) we degrade to None, not crash."""
monkeypatch.setattr(bm, "_uv_binary_path", lambda: "/fake/uv")
def _raise(*a, **kw):
raise OSError("boom")
monkeypatch.setattr(bm.subprocess, "run", _raise)
assert bm._install_bm_via_uv() is None
def test_initialize_invokes_uv_install_when_bm_missing(bm, monkeypatch, tmp_path):
"""Cold-start path: bm absent, uv present → initialize triggers install."""
install_calls: list = []
def _fake_install():
install_calls.append(True)
return None # install reports failure; initialize logs and returns
monkeypatch.setattr(bm, "_MCP_AVAILABLE", True)
monkeypatch.setattr(bm, "_bm_binary_path", lambda: None)
monkeypatch.setattr(bm, "_uv_binary_path", lambda: "/fake/uv")
monkeypatch.setattr(bm, "_install_bm_via_uv", _fake_install)
p = bm.BasicMemoryProvider()
p.initialize(session_id="test", hermes_home=str(tmp_path))
assert install_calls == [True], "expected initialize() to attempt the install"
assert p._initialized is False # install reported failure → don't start actor
def test_initialize_skips_uv_install_when_bm_present(bm, monkeypatch, tmp_path):
"""Steady-state path: bm already installed → no install attempt."""
install_calls: list = []
monkeypatch.setattr(bm, "_bm_binary_path", lambda: "/fake/bm")
def _fake_install():
install_calls.append(True)
return "/should-not-be-called"
monkeypatch.setattr(bm, "_install_bm_via_uv", _fake_install)
monkeypatch.setattr(bm, "_MCP_AVAILABLE", False) # short-circuit actor start
p = bm.BasicMemoryProvider()
p.initialize(session_id="test", hermes_home=str(tmp_path))
assert install_calls == [], "should not invoke install when bm is already present"
def test_initialize_bails_when_no_bm_no_uv(bm, monkeypatch, tmp_path, caplog):
"""No bm, no uv → log clear error, don't try to install, don't initialize."""
monkeypatch.setattr(bm, "_MCP_AVAILABLE", True)
monkeypatch.setattr(bm, "_bm_binary_path", lambda: None)
monkeypatch.setattr(bm, "_uv_binary_path", lambda: None)
install_calls: list = []
monkeypatch.setattr(bm, "_install_bm_via_uv", lambda: install_calls.append(True) or None)
p = bm.BasicMemoryProvider()
with caplog.at_level("ERROR"):
p.initialize(session_id="test", hermes_home=str(tmp_path))
assert install_calls == [] # never attempted — no uv to call
assert p._initialized is False
assert "uv is not installed" in caplog.text or "uv" in caplog.text.lower()
# ---- Defaults: stay out of bm's app dir ----
def test_default_project_name_is_hermes_memory(bm):
"""The default project name no longer carries a hostname suffix.
Each machine has its own isolated local store with this same name."""
assert bm._default_project() == "hermes-memory"
def test_default_project_path_is_in_user_space(bm):
"""~/.basic-memory/ is reserved for bm's app state. Projects live in user space."""
p = bm._default_project_path()
assert ".basic-memory" not in p, (
f"default project path must not live inside ~/.basic-memory/, got: {p}"
)
assert p.rstrip("/").endswith("hermes-memory")
# ---- bm config introspection ----
def test_bm_known_projects_missing_file(bm, monkeypatch, tmp_path):
"""When bm has never been run, return None (callers should treat as 'unknown')."""
monkeypatch.setattr(bm, "_bm_config_path", lambda: tmp_path / "config.json")
assert bm._bm_known_projects() is None
def test_bm_known_projects_corrupt_file(bm, monkeypatch, tmp_path):
cfg = tmp_path / "config.json"
cfg.write_text("{not json")
monkeypatch.setattr(bm, "_bm_config_path", lambda: cfg)
assert bm._bm_known_projects() is None
def test_bm_known_projects_returns_dict(bm, monkeypatch, tmp_path):
cfg = tmp_path / "config.json"
cfg.write_text(json.dumps({"projects": {"main": {}, "hermes-memory": {}}}))
monkeypatch.setattr(bm, "_bm_config_path", lambda: cfg)
result = bm._bm_known_projects()
assert isinstance(result, dict)
assert set(result.keys()) == {"main", "hermes-memory"}
def test_bm_known_projects_handles_non_dict_root(bm, monkeypatch, tmp_path):
cfg = tmp_path / "config.json"
cfg.write_text(json.dumps(["not a dict"]))
monkeypatch.setattr(bm, "_bm_config_path", lambda: cfg)
assert bm._bm_known_projects() is None
# ---- Project verification ----
def test_verify_project_registered_no_bm_config(bm, monkeypatch):
"""No bm config yet → assume registration is fine; let downstream surface real failures."""
monkeypatch.setattr(bm, "_bm_known_projects", lambda: None)
p = bm.BasicMemoryProvider()
p._project = "anything-goes"
assert p._verify_project_registered() is True
def test_verify_project_registered_present(bm, monkeypatch):
monkeypatch.setattr(bm, "_bm_known_projects", lambda: {"hermes-memory": {}, "main": {}})
p = bm.BasicMemoryProvider()
p._project = "hermes-memory"
assert p._verify_project_registered() is True
def test_verify_project_registered_missing(bm, monkeypatch):
monkeypatch.setattr(bm, "_bm_known_projects", lambda: {"main": {}, "other": {}})
p = bm.BasicMemoryProvider()
p._project = "hermes-memory-cloud"
assert p._verify_project_registered() is False
def test_log_missing_project_local_hint_includes_path(bm, caplog):
p = bm.BasicMemoryProvider()
p._mode = "local"
p._project = "hermes-memory"
p._project_path = "/tmp/somewhere"
with caplog.at_level("ERROR"):
p._log_missing_project()
msg = caplog.text
assert "hermes-memory" in msg
assert "/tmp/somewhere" in msg
assert "--cloud" not in msg
def test_log_missing_project_cloud_hint_uses_cloud_flag(bm, caplog):
p = bm.BasicMemoryProvider()
p._mode = "cloud"
p._project = "hermes-memory-cloud"
with caplog.at_level("ERROR"):
p._log_missing_project()
msg = caplog.text
assert "hermes-memory-cloud" in msg
assert "--cloud" in msg
# ---- initialize() bail-out on missing project ----
def test_initialize_bails_when_project_missing(bm, monkeypatch, tmp_path):
"""If bm config says the project doesn't exist, refuse to initialize."""
# bm config exists, but our project isn't in it
bm_cfg = tmp_path / ".basic-memory" / "config.json"
bm_cfg.parent.mkdir(parents=True)
bm_cfg.write_text(json.dumps({"projects": {"main": {}}}))
monkeypatch.setattr(bm, "_bm_config_path", lambda: bm_cfg)
# Cloud mode so _ensure_local_project doesn't auto-create
plugin_cfg = tmp_path / "basic-memory.json"
plugin_cfg.write_text(json.dumps({"mode": "cloud", "project": "not-registered"}))
p = bm.BasicMemoryProvider()
p.initialize(session_id="test", hermes_home=str(tmp_path))
assert p._initialized is False
assert p._actor is None
def test_initialize_proceeds_when_bm_config_absent(bm, monkeypatch, tmp_path):
"""If bm config doesn't exist (fresh install), don't false-reject — let actor try."""
monkeypatch.setattr(bm, "_bm_config_path", lambda: tmp_path / "no-such" / "config.json")
monkeypatch.setattr(bm, "_MCP_AVAILABLE", False) # shortcut: actor won't actually start
plugin_cfg = tmp_path / "basic-memory.json"
plugin_cfg.write_text(json.dumps({"mode": "cloud", "project": "anything"}))
p = bm.BasicMemoryProvider()
# We don't fully assert _initialized here because the actor won't start without
# MCP — but we DO assert _verify_project_registered didn't gate us out before
# actor-start was attempted.
p.initialize(session_id="test", hermes_home=str(tmp_path))
# Initialization fails at actor-start (MCP unavailable), not at verify.
assert p._initialized is False # expected — actor couldn't start
# _project should have been set despite the failure (proves we got past verify)
assert p._project == "anything"
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#!/usr/bin/env bash
set -euo pipefail
if ! command -v bun >/dev/null 2>&1; then
echo "bun is required to run pre-commit checks." >&2
exit 1
fi
echo "Running pre-commit checks..."
bun run lint
bun run check-types
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name: CI
on:
pull_request:
push:
branches:
- main
jobs:
test:
runs-on: ubuntu-latest
steps:
- name: Checkout
uses: actions/checkout@v4
- name: Setup Bun
uses: oven-sh/setup-bun@v2
with:
bun-version: "1.3.8"
- name: Install dependencies
run: bun install --frozen-lockfile
- name: Fetch skills
run: bun scripts/fetch-skills.ts
env:
GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}
- name: Lint
run: bun run lint
- name: Typecheck
run: bun run check-types
- name: Unit tests
run: bun test
+99
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@@ -0,0 +1,99 @@
name: Release
on:
workflow_dispatch:
inputs:
version:
description: "Version bump (`patch`, `minor`, `major`) or explicit semver (`0.2.0`)"
required: true
default: "patch"
permissions:
contents: write
id-token: write
concurrency:
group: release-${{ github.ref }}
cancel-in-progress: false
jobs:
release:
runs-on: ubuntu-latest
steps:
- name: Checkout
uses: actions/checkout@v4
with:
fetch-depth: 0
- name: Setup Bun
uses: oven-sh/setup-bun@v2
with:
bun-version: "1.3.8"
- name: Setup Node
uses: actions/setup-node@v4
with:
node-version: "24"
registry-url: "https://registry.npmjs.org"
- name: Install dependencies
run: bun install --frozen-lockfile
- name: Fetch skills
run: bun scripts/fetch-skills.ts
env:
GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}
- name: Release checks
run: bun run release:check
- name: Configure Git identity
run: |
git config user.name "github-actions[bot]"
git config user.email "41898282+github-actions[bot]@users.noreply.github.com"
- name: Bump version and create tag
id: bump
run: |
set -euo pipefail
VERSION_INPUT="${{ github.event.inputs.version }}"
if [[ "$VERSION_INPUT" =~ ^(patch|minor|major)$ ]]; then
npm version "$VERSION_INPUT" -m "chore(release): %s"
elif [[ "$VERSION_INPUT" =~ ^[0-9]+\.[0-9]+\.[0-9]+(-.+)?$ ]]; then
npm version "$VERSION_INPUT" -m "chore(release): %s"
else
echo "Unsupported version input: $VERSION_INPUT" >&2
echo "Use patch|minor|major or explicit semver like 0.2.0 or 0.2.0-alpha.1" >&2
exit 1
fi
TAG="$(git describe --tags --abbrev=0)"
VERSION="$(node -p "require('./package.json').version")"
echo "tag=$TAG" >> "$GITHUB_OUTPUT"
echo "version=$VERSION" >> "$GITHUB_OUTPUT"
- name: Push commit and tag
run: |
set -euo pipefail
git push origin HEAD:${GITHUB_REF_NAME}
git push origin "${{ steps.bump.outputs.tag }}"
- name: Publish to npm
run: |
VERSION="${{ steps.bump.outputs.version }}"
if [[ "$VERSION" == *-* ]]; then
DIST_TAG="${VERSION##*-}" # e.g. alpha.6 -> alpha
DIST_TAG="${DIST_TAG%%.*}" # strip .N suffix
npm publish --provenance --access public --tag "$DIST_TAG"
else
npm publish --provenance --access public
fi
- name: Create GitHub release
uses: softprops/action-gh-release@v2
with:
tag_name: ${{ steps.bump.outputs.tag }}
name: ${{ steps.bump.outputs.tag }}
generate_release_notes: true
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# Logs
logs
*.log
npm-debug.log*
yarn-debug.log*
yarn-error.log*
lerna-debug.log*
# Diagnostic reports (https://nodejs.org/api/report.html)
report.[0-9]*.[0-9]*.[0-9]*.[0-9]*.json
# Runtime data
pids
*.pid
*.seed
*.pid.lock
# Directory for instrumented libs generated by jscoverage/JSCover
lib-cov
# Coverage directory used by tools like istanbul
coverage
*.lcov
# nyc test coverage
.nyc_output
# Grunt intermediate storage (https://gruntjs.com/creating-plugins#storing-task-files)
.grunt
# Bower dependency directory (https://bower.io/)
bower_components
# node-waf configuration
.lock-wscript
# Compiled binary addons (https://nodejs.org/api/addons.html)
build/Release
# Dependency directories
node_modules/
jspm_packages/
# Snowpack dependency directory (https://snowpack.dev/)
web_modules/
# TypeScript cache
*.tsbuildinfo
# Optional npm cache directory
.npm
# Optional eslint cache
.eslintcache
# Optional stylelint cache
.stylelintcache
# Optional REPL history
.node_repl_history
# Output of 'npm pack'
*.tgz
# Yarn Integrity file
.yarn-integrity
# dotenv environment variable files
.env
.env.*
!.env.example
# parcel-bundler cache (https://parceljs.org/)
.cache
.parcel-cache
# Next.js build output
.next
out
# Nuxt.js build / generate output
.nuxt
dist
# Gatsby files
.cache/
# Comment in the public line in if your project uses Gatsby and not Next.js
# https://nextjs.org/blog/next-9-1#public-directory-support
# public
# vuepress build output
.vuepress/dist
# vuepress v2.x temp and cache directory
.temp
.cache
# Sveltekit cache directory
.svelte-kit/
# vitepress build output
**/.vitepress/dist
# vitepress cache directory
**/.vitepress/cache
# Docusaurus cache and generated files
.docusaurus
# Serverless directories
.serverless/
# FuseBox cache
.fusebox/
# DynamoDB Local files
.dynamodb/
# Firebase cache directory
.firebase/
# TernJS port file
.tern-port
# Stores VSCode versions used for testing VSCode extensions
.vscode-test
# yarn v3
.pnp.*
.yarn/*
!.yarn/patches
!.yarn/plugins
!.yarn/releases
!.yarn/sdks
!.yarn/versions
# Vite logs files
vite.config.js.timestamp-*
vite.config.ts.timestamp-*
.idea/
benchmark/datasets/
benchmark/corpus-locomo/
# Generated from ../../../skills by scripts/fetch-skills.ts
skills/
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CLAUDE.md
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# Basic Memory CLI & Cloud Setup
## How the Plugin Connects
Basic Memory is **local-first** — everything works out of the box with no cloud account, no internet connection, and no external services. Your notes live as markdown files on disk, indexed locally with SQLite.
The plugin spawns a Basic Memory MCP session via stdio:
```
bm mcp --transport stdio --project <name>
```
All tool calls route through this MCP session. No cloud configuration is required for normal use.
## Cloud Configuration (Optional)
Cloud sync is entirely optional. If you want to sync your local knowledge base to Basic Memory Cloud for backup or cross-device access, you can configure per-project cloud routing.
### Why Cloud?
- **Your agent's memory travels with you** — laptop, desktop, hosted environment. Same knowledge graph everywhere, synced bidirectionally.
- **Team knowledge sharing** — org workspaces let multiple agents and team members build on a shared knowledge base.
- **Durable memory for production agents** — CI runners, containers, and hosted environments are ephemeral. Cloud gives agents persistent memory that survives teardowns.
- **Multi-agent coordination** — multiple agents (or the same agent across services) can read and write to a shared graph.
Cloud extends local-first — it doesn't replace it. Your notes are still plain markdown, still editable locally, still yours. Start with a [7-day free trial](https://basicmemory.com) — no credit card required. Use code `BMCLAW` for 20% off for 3 months.
### Setup
```bash
# Authenticate with Basic Memory Cloud
bm cloud login
# Save API key for per-project cloud routing
bm cloud set-key bmc_...
# Route a project through the cloud
bm project set-cloud <name>
# Revert a project to local routing
bm project set-local <name>
# Check cloud connection state
bm cloud status
```
When a project is set to cloud mode, the MCP server routes tool calls for that project through the cloud API using the saved API key as a Bearer token. Local projects (the default) continue to use the local SQLite index. You can mix local and cloud projects freely.
## Project Management
```bash
# List all projects
bm project list
# Add a new project
bm project add "name" ~/path
# Show current project details
bm project info
# Set the default project
bm project default "name"
# One-way sync (local -> cloud)
bm project sync
# Bidirectional sync
bm project bisync
```
## Cross-Project Operations
All plugin tools accept an optional `project` parameter to operate on a different project:
```
search_notes(query="authentication", project="other-project")
read_note(identifier="notes/api-design", project="docs")
write_note(title="New Note", content="...", folder="notes", project="research")
```
## Workspace Support
Workspaces group projects by owner (personal or organization):
```
list_workspaces()
list_memory_projects(workspace="my-org")
```
## Auto-Recall
When `autoRecall` is enabled (the default), the plugin injects relevant context at the start of each agent session by listening for the `agent_start` event. On each trigger it:
1. **Queries active tasks** — searches the knowledge graph for notes with `type: Task` and `status: active` (up to 5 results)
2. **Fetches recent activity** — gets notes modified in the last 24 hours
3. **Formats and injects context** — returns the results as structured context for the agent
The injected context looks like:
```
## Active Tasks
- **Fix login bug** — Description of Fix login bug
- **Update API docs** — Description of Update API docs
## Recent Activity
- Daily standup notes (memory/daily-standup-notes.md)
- API design decisions (memory/api-design-decisions.md)
---
Check for active tasks and recent activity. Summarize anything relevant to the current session.
```
The trailing instruction (after `---`) is the `recallPrompt`, which you can customize to change what the agent focuses on. For example:
```json
{
"recallPrompt": "Focus on blocked tasks and any decisions made in the last 24 hours."
}
```
To disable auto-recall entirely:
```json
{
"autoRecall": false
}
```
## Auto-Capture
When `autoCapture` is enabled (the default), the plugin automatically records agent conversations after each turn:
1. Extracts the last user + assistant messages
2. Appends them as timestamped entries to a daily conversation note (`conversations-YYYY-MM-DD`)
3. Skips very short exchanges (< `captureMinChars` chars each, default 10)
This builds a searchable history of agent interactions in the knowledge graph without any manual effort.
## Slash Commands
### Memory commands
- **`/remember <text>`** — Save a quick note to the knowledge graph
- **`/recall <query>`** — Search the knowledge graph (top 5 results)
### Skill workflows
These commands inject step-by-step workflow instructions from the bundled skill files:
| Command | What it does |
|---------|-------------|
| `/tasks` | Task management — create, track, resume structured tasks that survive context compaction |
| `/reflect` | Memory reflection — review recent activity and consolidate insights into long-term memory |
| `/defrag` | Memory defrag — reorganize, split, prune, and clean up memory files |
| `/schema` | Schema management — infer, create, validate, and evolve Picoschema definitions |
Each command accepts optional arguments for context:
```
/tasks create a task for the API migration
/reflect focus on decisions from this week
/defrag clean up completed tasks older than 2 weeks
/schema infer a schema for Meeting notes
```
When invoked without arguments, the agent receives the full workflow instructions and follows them interactively.
## Plugin Configuration
The plugin accepts these config fields in `openclaw.config.json`:
```json
{
"plugins": {
"entries": {
"openclaw-basic-memory": {
"enabled": true,
"config": {
"project": "my-project",
"memoryDir": "memory/",
"memoryFile": "MEMORY.md",
"autoCapture": true,
"autoRecall": true,
"recallPrompt": "Check for active tasks and recent activity. Summarize anything relevant.",
"debug": false
}
}
},
"slots": {
"memory": "openclaw-basic-memory"
}
}
}
```
| Field | Default | Description |
|-------|---------|-------------|
| `project` | `openclaw-<hostname>` | BM project name |
| `bmPath` | `bm` | Path to BM CLI binary |
| `memoryDir` | `memory/` | Relative path for memory files |
| `memoryFile` | `MEMORY.md` | Working memory file name |
| `projectPath` | same as `memoryDir` | Absolute path to project root |
| `autoCapture` | `true` | Auto-index conversations after each turn |
| `captureMinChars` | `10` | Min chars to trigger capture |
| `autoRecall` | `true` | Inject context (active tasks, recent activity) at session start |
| `recallPrompt` | *(see above)* | Instruction appended to recalled context |
| `debug` | `false` | Verbose logging |
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# CLAUDE.md
This file provides guidance to Claude Code when working with the OpenClaw package inside the Basic Memory monorepo.
## Project Overview
`@basicmemory/openclaw-basic-memory` is a TypeScript OpenClaw plugin that integrates [Basic Memory](https://github.com/basicmachines-co/basic-memory) with the OpenClaw agent framework. It lives under `integrations/openclaw/` in the monorepo, manages a persistent MCP stdio session to a `bm mcp` process, exposes 14 agent tools (including workspace/project management and cross-project operations), composited memory search/get providers, slash commands, CLI commands, and optional auto-capture of conversations.
## Development Commands
```bash
# Install dependencies (uses Bun)
bun install
# Run all unit tests (Bun native test runner)
bun test
# Run a single test file
bun test tools/search-notes.test.ts
# Integration tests (requires basic-memory CLI installed)
bun run test:int
# Type checking (no emit)
bun run check-types
# Lint (Biome)
bun run lint
# Lint + auto-fix
bun run lint:fix
# All quality checks (fetch skills + type-check + lint + build + tests)
just check
# Release readiness (check + npm pack dry-run)
just release-check
```
## Architecture
### Plugin Lifecycle (`index.ts`)
The default export is an OpenClaw plugin object (`id: "openclaw-basic-memory"`, `kind: "memory"`). The `register(api)` function:
1. Parses config via `parseConfig()` from `config.ts`
2. Creates a `BmClient` instance (the MCP stdio client)
3. Registers all tools, providers, hooks, commands, and the service lifecycle
4. The service `start()` launches the MCP process (`bm mcp --transport stdio`), ensures the project exists, and sets the workspace directory
5. The service `stop()` tears down the MCP connection
### MCP Client (`bm-client.ts` — largest file, ~675 lines)
Central orchestration layer that:
- Spawns and manages a **persistent** `bm mcp --transport stdio` child process via `@modelcontextprotocol/sdk`
- Validates 15 required MCP tools at connect time
- Implements reconnection with bounded retries (500ms, 1s, 2s exponential backoff)
- Distinguishes recoverable errors (broken pipe, transport closed) from fatal errors
- All tool calls require `output_format: "json"` and extract `structuredContent.result`
- Public methods: `search`, `readNote`, `writeNote`, `editNote`, `deleteNote`, `moveNote`, `buildContext`, `recentActivity`, `indexConversation`, `ensureProject`, `listProjects`, `listWorkspaces`, `schemaValidate`, `schemaInfer`, `schemaDiff`
- All content methods accept an optional `project` parameter for cross-project operations
- `listProjects` accepts an optional `workspace` parameter for workspace-scoped listing
### Tools (`tools/`)
Each tool file exports a function that calls `api.registerTool()` with a TypeBox schema and handler. Tools delegate to `BmClient` methods and return OpenClaw-standard responses (`{ content: [{type: "text", text}], details? }`).
- `search-notes.ts`, `read-note.ts`, `write-note.ts`, `edit-note.ts`, `delete-note.ts`, `move-note.ts`, `build-context.ts`, `list-memory-projects.ts`, `list-workspaces.ts`, `schema-validate.ts`, `schema-infer.ts`, `schema-diff.ts` — thin wrappers around `BmClient`; all content tools accept an optional `project` param for cross-project operations
- `memory-provider.ts` — composited `memory_search` + `memory_get` providers. `memory_search` queries 3 sources in parallel: MEMORY.md (grep), BM knowledge graph (FTS + vector), and active task notes (YAML frontmatter scan)
### Commands & Hooks
- `commands/slash.ts``/remember` and `/recall` slash commands
- `commands/cli.ts``openclaw basic-memory <subcommand>` CLI registration
- `hooks/capture.ts` — auto-capture hook on `agent_end` events, writes timestamped daily conversation notes
### Configuration (`config.ts`)
Flexible config with defaults, snake_case aliases (`memory_dir`/`memory_file`), tilde/relative/absolute path resolution, and unknown-key validation. Cloud routing is configured through `bm cloud` and per-project BM settings, not plugin config.
## Key Patterns
- **TypeBox schemas** (`@sinclair/typebox`) for all tool parameter validation
- **Bun-native test runner** with `describe`/`it`/`expect` and `jest.fn()` mocking
- **ES modules** (`"type": "module"` in package.json)
- **Biome** for linting and formatting (configured in `biome.json`)
- **Build output**`bun run build` emits `dist/` for `runtimeExtensions`; TypeScript source also stays in the package for source-compatible hosts
- **Strict TypeScript** with `noEmit` (type-checking only)
## Testing
- Unit tests live alongside source files (`*.test.ts`) and mock `BmClient` / `OpenClawPluginApi`
- Integration tests in `integration/` launch a real `bm mcp` process against a temp project
- `scripts/bm-local.sh` runs BM from the monorepo root via `uv run --project ...` when available, then falls back to `bm` on PATH
## CI/CD
- **Package CI** (root `.github/workflows/consolidated-packages.yml`): validates skills, typechecks, lints, builds, tests, and runs `npm pack --dry-run`.
- **Release** (root `.github/workflows/release.yml`): runs from Basic Memory tags and publishes this npm package after the Python release job. Version bumps are handled by the root `just release` / `just beta` recipes.
## Dependencies
- **Runtime**: `@modelcontextprotocol/sdk` (MCP client/transport), `@sinclair/typebox` (schema validation)
- **Peer**: `openclaw` (>=2026.5.2)
- **Dev**: `typescript`, `@biomejs/biome`, `@types/node`
- **External**: Basic Memory CLI (`bm`) must be installed separately (Python, installed via `uv`)
---
# Basic Memory Plugin — Agent Instructions
This plugin provides sophisticated knowledge management through Basic Memory's knowledge graph. Use these tools and guidelines to help users build and navigate their persistent knowledge base.
## Cross-Project Operations
All content tools (`search_notes`, `read_note`, `write_note`, `edit_note`, `delete_note`, `move_note`, `build_context`, `schema_validate`, `schema_infer`, `schema_diff`) accept an optional `project` parameter to operate on a different project than the default. Use this when the user needs to work across multiple knowledge bases.
```
# Search in a different project
search_notes(query="meeting notes", project="team-wiki")
# Read a note from another project
read_note(identifier="decisions/auth-strategy", project="backend")
# Write to a shared project
write_note(title="Shared Insight", content="...", folder="insights", project="shared")
```
## Available Tools
### `list_workspaces`
**Purpose**: List all workspaces (personal and organization) accessible to this user
**When to use**: When the user wants to see what workspaces are available, or before filtering projects by workspace
**Returns**: Workspace names, types (personal/organization), roles, and subscription status
**Examples**:
```
list_workspaces()
```
### `list_memory_projects`
**Purpose**: List all Basic Memory projects, optionally filtered by workspace
**When to use**: When the user wants to see available projects, discover projects in a specific workspace, or before cross-project operations
**Returns**: Project names, paths, default status, and workspace metadata
**Examples**:
```
# List all projects
list_memory_projects()
# List projects in a specific workspace
list_memory_projects(workspace="my-organization")
```
### `search_notes`
**Purpose**: Search the knowledge graph for relevant notes, concepts, and connections
**When to use**: When the user asks about topics, seeks information, or you need context for a discussion
**Returns**: Ranked results with titles, content previews, and relevance scores
**Examples**:
```
# User asks "What did we decide about the API design?"
search_notes(query="API design decisions", limit=5)
# Looking for context on a project
search_notes(query="authentication implementation", limit=3)
# Exploring a broad topic
search_notes(query="meeting notes client feedback", limit=10)
# Search in a different project
search_notes(query="API endpoints", project="backend-docs")
```
### `read_note`
**Purpose**: Read full content of specific notes
**When to use**: When search results show relevant notes that need detailed reading, or when you have a specific note identifier
**Returns**: Complete note content with metadata
**Examples**:
```
# Read a note found in search results
read_note(identifier="projects/api-redesign")
# Navigate to a memory URL
read_note(identifier="memory://agents/decisions/auth-strategy")
# Read by exact title
read_note(identifier="Weekly Review 2024-02-01")
# Read raw markdown including YAML frontmatter
read_note(identifier="projects/api-redesign", include_frontmatter=true)
# Read from another project
read_note(identifier="decisions/auth-strategy", project="backend")
```
### `write_note`
**Purpose**: Create new notes in the knowledge graph
**When to use**: When users share important information, make decisions, or want to save insights for later
**Best practices**: Use clear titles, organize in appropriate folders, structure with headings
**Examples**:
```
# Save a decision or insight
write_note(
title="API Authentication Decision",
folder="decisions",
content="""
# API Authentication Decision
## Context
The team discussed authentication options for the new API.
## Decision
We chose JWT tokens with refresh token rotation.
## Reasoning
- Better security than simple JWTs
- Familiar to the team
- Good ecosystem support
## Next Steps
- [ ] Implement JWT middleware
- [ ] Set up token refresh logic
- [ ] Update API documentation
"""
)
# Document a meeting
write_note(
title="Client Meeting - February 8, 2024",
folder="meetings",
content="""
# Client Meeting - February 8, 2024
## Attendees
- John (client)
- Sarah (product)
- Me (engineering)
## Key Points
- Client wants faster search functionality
- Budget approved for additional features
- Timeline moved up to March 15
## Action Items
- [ ] Prototype search improvements
- [ ] Prepare feature estimate
- [ ] Schedule follow-up meeting
"""
)
```
### `edit_note`
**Purpose**: Modify existing notes incrementally
**When to use**: To add updates, fix information, or organize existing content
**Operations**: append, prepend, find_replace, replace_section
**Examples**:
```
# Add an update to an existing note
edit_note(
identifier="projects/api-redesign",
operation="append",
content="""
## Update - February 8, 2024
Authentication implementation is complete. All tests passing.
Next: Deploy to staging environment.
"""
)
# Update a specific section
edit_note(
identifier="weekly-review",
operation="replace_section",
section="## This Week",
content="""## This Week
- Completed API authentication
- Client meeting went well
- Working on search improvements
- Delayed deployment due to testing issues
"""
)
# Fix a specific detail
edit_note(
identifier="team-contacts",
operation="find_replace",
find_text="sarah@oldcompany.com",
content="sarah@newcompany.com",
expected_replacements=1
)
```
### `delete_note`
**Purpose**: Remove notes from the knowledge graph
**When to use**: When content is outdated, duplicated, or no longer needed
**Returns**: Confirmation of deletion
**Examples**:
```
# Remove an old draft
delete_note(identifier="notes/old-draft")
# Clean up test notes
delete_note(identifier="tests/test-1.0")
```
### `move_note`
**Purpose**: Move notes between folders for organization
**When to use**: When reorganizing knowledge, archiving old content, or correcting folder placement
**Returns**: Updated note with new location
**Examples**:
```
# Archive a completed project
move_note(identifier="projects/api-redesign", newFolder="archive/projects")
# Reorganize into a better folder
move_note(identifier="notes/meeting-notes", newFolder="meetings")
```
### `build_context`
**Purpose**: Navigate the knowledge graph through semantic connections
**When to use**: To explore related concepts, find connected information, or build comprehensive understanding
**Returns**: Target note plus related notes with relationship information
**Examples**:
```
# Explore connections around a project
build_context(url="memory://projects/api-redesign", depth=1)
# Deep dive into related concepts
build_context(url="memory://concepts/authentication", depth=2)
# Discover decision context
build_context(url="memory://decisions/database-choice", depth=1)
```
### `schema_validate`
**Purpose**: Validate notes against their Picoschema definitions
**When to use**: When checking note consistency, after schema changes, or when the user wants to audit note quality
**Examples**:
```
# Validate all notes of a type
schema_validate(noteType="person")
# Validate a single note
schema_validate(identifier="notes/john-doe")
# Validate in another project
schema_validate(noteType="meeting", project="team")
```
### `schema_infer`
**Purpose**: Analyze existing notes and suggest a Picoschema definition
**When to use**: When creating a new schema from existing notes, or exploring what structure notes of a type share
**Examples**:
```
schema_infer(noteType="meeting")
schema_infer(noteType="person", threshold=0.5)
```
### `schema_diff`
**Purpose**: Detect drift between a schema definition and actual note usage
**When to use**: When checking if a schema is still accurate, or after adding new fields to notes
**Examples**:
```
schema_diff(noteType="person")
schema_diff(noteType="Task", project="work")
```
## Knowledge Graph Structure
### Understanding the Graph
Basic Memory organizes information as a **semantic knowledge graph** where:
- **Notes** are documents with content, titles, and metadata
- **Observations** are structured insights extracted from notes
- **Relations** connect related concepts, topics, and decisions
### Memory URLs
Use `memory://` URLs to navigate semantically:
- `memory://projects/api-redesign` - Direct reference to a note
- `memory://agents/decisions` - Category of decision-related notes
- `memory://concepts/authentication` - All content related to authentication
### Organizational Patterns
**Recommended folder structure**:
- `projects/` - Project-specific documentation
- `decisions/` - Important decisions and rationale
- `meetings/` - Meeting notes and action items
- `concepts/` - Technical concepts and explanations
- `agent/` - Agent-captured observations and insights
- `weekly/` - Regular review notes
## Writing Best Practices
### Note Structure
Use consistent markdown structure for better organization:
```markdown
# Clear, Descriptive Title
## Context
Background information and current situation.
## Key Points
- Main insights or decisions
- Important details
- Relevant constraints
## Next Steps
- [ ] Specific action items
- [ ] Follow-up tasks
- [ ] Future considerations
```
### Observation Format
When capturing insights, use this structure:
```markdown
## Observations
- [Decision] We chose PostgreSQL over MongoDB for better ACID guarantees
- [Insight] User authentication patterns suggest social login preference
- [Risk] Current deployment process lacks proper rollback mechanism
- [Opportunity] Search performance could improve with better indexing
```
### Linking and Relations
Create connections between notes:
- Reference other notes by title: `As discussed in [[API Design Principles]]`
- Use consistent terminology for better semantic linking
- Tag important concepts with clear labels
- Cross-reference related decisions and implementations
## When to Use Each Tool
### Discover Workspaces and Projects
Use `list_workspaces` and `list_memory_projects` when:
- User asks what workspaces or projects are available
- Before cross-project operations, to confirm project names
- When switching between personal and organization contexts
### Start with Search
**Always begin with `search_notes`** when:
- User asks about any topic
- You need context for a discussion
- Looking for relevant previous decisions
- Exploring what information already exists
### Read for Details
Use `read_note` when:
- Search results show relevant notes that need full content
- Following up on specific references
- User asks for complete information on a known topic
- Exploring context relationships found in search
### Write for Capture
Use `write_note` when:
- User shares important information to remember
- Decisions are made that should be documented
- Meeting notes or insights need to be preserved
- Creating structured documentation
### Edit for Updates
Use `edit_note` when:
- Adding updates to existing notes
- Fixing or updating specific information
- Organizing existing content better
- Appending new insights to previous notes
### Context for Exploration
Use `build_context` when:
- Exploring relationships between concepts
- Building comprehensive understanding
- Finding related information user might not know exists
- Navigating complex topic areas
## User Interaction Guidelines
### Be Proactive
- **Search first**: Before answering questions, search the knowledge graph
- **Suggest connections**: Point out related notes and concepts
- **Offer to save**: When users share important info, offer to document it
- **Recommend organization**: Help users structure their knowledge well
### Helpful Patterns
```
User: "What did we decide about the database?"
1. Search: search_notes(query="database decision", limit=5)
2. Read relevant: read_note(identifier="decisions/database-choice")
3. Provide answer with context
4. Ask: "Should I add any updates to this decision note?"
User: "I just had a great meeting with the client"
1. Ask for details
2. Offer: "Would you like me to create a meeting note to capture this?"
3. Write: write_note(title="Client Meeting - [date]", ...)
4. Suggest: "I'll also add this to your weekly review notes"
```
### Memory URL Navigation
Help users discover their knowledge:
```
# After finding a note about "API design"
"I found your API design notes. Let me explore related concepts..."
build_context(url="memory://projects/api-design", depth=2)
# Show user what's connected to their decisions
build_context(url="memory://decisions", depth=1)
```
## Working with User Memory Patterns
### Daily/Weekly Reviews
If users maintain review notes, help them:
```
# Update weekly review
edit_note(
identifier="weekly-review",
operation="replace_section",
section="## This Week",
content="Updated accomplishments and next steps"
)
```
### Project Documentation
Keep project notes current:
```
# Add project updates
edit_note(
identifier="projects/current-sprint",
operation="append",
content="""
## Sprint Review
- Completed authentication
- Started search feature
"""
)
```
### Decision Tracking
Document important decisions:
```
write_note(
title="Technical Decision: Database Migration Approach",
folder="decisions",
content="""
# Database Migration Decision
## Problem
Current SQLite database can't handle increased load.
## Options Considered
1. Upgrade to PostgreSQL
2. Switch to MongoDB
3. Migrate to cloud database
## Decision
PostgreSQL with staged migration.
## Rationale
- Better performance characteristics
- Team expertise exists
- Strong ACID guarantees needed
- Migration path is well-understood
"""
)
```
## Error Handling
### Tool Failures
If Basic Memory tools fail:
1. Check if the Basic Memory service is running
2. Suggest user verify `bm` CLI installation
3. Recommend checking OpenClaw plugin configuration
4. Fall back to built-in memory tools if available
### Search No Results
When searches return empty:
- Try broader terms
- Suggest creating a new note for the topic
- Look for related concepts that might exist
- Offer to help organize information differently
### Note Not Found
When reading fails:
- Verify the identifier exists
- Suggest searching for similar titles
- Offer to create the note if it should exist
- Check for typos in memory URLs
## Integration Tips
### With Other Tools
The knowledge graph complements other tools:
- **Web search**: Save research findings as notes
- **File operations**: Reference files in knowledge notes
- **Calendar**: Link meeting notes to calendar events
- **Task management**: Connect tasks to project notes
### With User Workflows
Support user patterns:
- **Morning review**: Search for yesterday's notes and updates
- **End of day**: Capture insights and plan next steps
- **Weekly planning**: Review project notes and decisions
- **Knowledge sharing**: Help organize information for others
## Privacy and Content Guidelines
### Sensitive Information
- Don't automatically save sensitive data (passwords, personal info)
- Ask before documenting confidential business information
- Respect user preferences for what to capture
- Use appropriate folder organization for different privacy levels
### Content Quality
- Encourage clear, structured writing
- Help users create searchable content
- Suggest consistent terminology and naming
- Promote good information architecture
---
Remember: The knowledge graph becomes more valuable over time. Help users build it systematically and navigate it effectively. Focus on creating connections between ideas and making information easily discoverable.
@@ -0,0 +1,275 @@
# Basic Memory ContextEngine Plan
## Goal
Complete the Basic Memory integration with OpenClaw's native memory lifecycle so BM works as a decorator around the default OpenClaw flow instead of relying on `agent_start` / `agent_end` shims.
The target model is:
- OpenClaw owns session state, context assembly pipeline, and compaction.
- Basic Memory owns durable knowledge, cross-session recall, and long-term capture.
- This plugin enriches the default flow without replacing it.
## Scope
This plan is for [issue #34](https://github.com/basicmachines-co/openclaw-basic-memory/issues/34), updated to match the "complement, don't replace" direction discussed there.
We will use the new OpenClaw `ContextEngine` lifecycle introduced in OpenClaw `2026.3.7` on March 6, 2026, but we will not implement a custom compaction strategy.
## Non-Goals
- Do not replace or override OpenClaw compaction behavior.
- Do not compete with lossless-claw or other alternate context engines.
- Do not turn BM into the canonical source of current-session state.
- Do not remove existing BM tools such as `memory_search`, `memory_get`, `search_notes`, `read_note`, and note CRUD tools.
- Do not add aggressive semantic retrieval on every turn.
## Design Principles
### Decorator, not replacement
The plugin should behave like a wrapper around the default OpenClaw memory model:
- OpenClaw tracks the live conversation.
- BM stores durable notes, tasks, decisions, and cross-session context.
- The plugin bridges the two systems at official lifecycle boundaries.
### Keep the baseline flow intact
Where the ContextEngine API requires behavior that OpenClaw already provides well, we should pass through to the default behavior instead of re-implementing it.
### Add value only where BM is strongest
BM should improve:
- session bootstrap recall
- durable post-turn capture
- subagent memory inheritance
- cross-session continuity through notes and graph search
BM should not try to improve:
- session-local compaction
- low-level pruning logic
- runtime token budgeting heuristics
## Current State
Today the plugin uses:
- `api.on("agent_start", ...)` for recall
- `api.on("agent_end", ...)` for capture
- composited `memory_search` / `memory_get` tools for explicit retrieval
This works, but it lives beside OpenClaw's memory lifecycle instead of inside it.
Relevant current files:
- `index.ts`
- `hooks/recall.ts`
- `hooks/capture.ts`
- `tools/memory-provider.ts`
- `types/openclaw.d.ts`
Current dependency constraint:
- `package.json` currently pins `openclaw` peer support to `>=2026.1.29`
- the local installed dependency is `openclaw@2026.2.6`
- ContextEngine work requires moving to the `2026.3.7+` SDK surface
## Target Architecture
Add a `BasicMemoryContextEngine` that composes with the default OpenClaw flow.
Expected lifecycle usage:
- `bootstrap`
- initialize BM session-side recall state
- gather small, high-signal context such as active tasks and recent activity
- `assemble`
- pass through OpenClaw messages
- optionally add a compact BM recall block when useful
- `afterTurn`
- persist durable takeaways from the completed turn into BM
- `prepareSubagentSpawn`
- prepare a minimal BM handoff for a child session
- `onSubagentEnded`
- capture child results back into BM
- `compact`
- do not customize
- use legacy/default pass-through behavior only if the interface requires it
## Phase Plan
## Phase 1
### Commit goal
`feat(context-engine): move recall and capture into native lifecycle`
### Deliverables
- bump OpenClaw compatibility to `2026.3.7+`
- replace the local SDK shim with the real ContextEngine-capable SDK types where possible
- add a `BasicMemoryContextEngine`
- register the engine through `api.registerContextEngine(...)`
- migrate recall behavior from `agent_start` into `bootstrap`
- migrate capture behavior from `agent_end` into `afterTurn`
- keep existing BM tools and service startup behavior intact
- keep compaction fully default
### Expected behavior
- session startup still recalls active tasks and recent activity
- turns still get captured into BM
- plugin behavior is functionally similar to today, but now uses official lifecycle hooks
### Test coverage
- engine registration works
- `bootstrap` returns expected initialized state when recall finds data
- `bootstrap` is a no-op when recall finds nothing
- `afterTurn` captures only valid turn content
- `afterTurn` handles failures without breaking the run
- existing service startup and BM client lifecycle tests still pass
## Phase 2
### Commit goal
`feat(context-engine): add bounded assemble-time BM recall`
### Deliverables
- implement a minimal `assemble` hook
- preserve incoming OpenClaw messages in order
- add an optional BM recall block only when there is useful context
- bound the size of injected BM context so it stays cheap and predictable
- avoid per-turn graph-heavy retrieval unless explicitly configured later
### Expected behavior
- the model sees a small BM memory summary automatically when helpful
- explicit `memory_search` and `memory_get` remain available for deeper retrieval
- OpenClaw remains in charge of the actual context pipeline and compaction
### Test coverage
- `assemble` returns original messages unchanged when no recall block exists
- `assemble` adds a BM block when recall content exists
- injected content is size-bounded
- assembly remains stable across repeated turns when recall content is unchanged
## Phase 3
### Commit goal
`feat(context-engine): add subagent memory handoff`
### Deliverables
- implement `prepareSubagentSpawn`
- implement `onSubagentEnded`
- create a small BM handoff model for parent to child context transfer
- capture child outputs or summaries back into the parent knowledge base
- keep subagent integration lightweight and failure-tolerant
### Expected behavior
- subagents start with relevant BM context instead of a cold memory start
- useful child outputs become durable BM knowledge after completion
- failures in handoff/capture do not break subagent execution
### Test coverage
- child handoff is created for subagent sessions
- rollback path works if spawn fails after preparation
- child completion writes back expected BM artifacts
- delete/release/sweep paths are handled safely
## Implementation Notes
### Engine shape
Prefer a small, explicit implementation instead of pushing logic back into `index.ts`.
Likely new files:
- `context-engine/basic-memory-context-engine.ts`
- `context-engine/basic-memory-context-engine.test.ts`
- optional small helper modules for recall/capture formatting
### Hook migration
After Phase 1 lands, the old event-hook path in `index.ts` should be removed or disabled so we do not double-capture or double-recall.
### Tool preservation
The BM tool surface remains part of the product even after lifecycle integration:
- composited `memory_search` and `memory_get`
- graph CRUD tools
- schema tools
- slash commands and CLI commands
Lifecycle integration complements explicit retrieval; it does not replace it.
### Compatibility posture
This work should be shipped as the canonical BM integration path for OpenClaw `2026.3.7+`.
If we need a temporary compatibility story for older OpenClaw versions, keep it shallow and time-boxed. The long-term target should be one code path based on the native lifecycle.
## Risks
### Single-slot context engine model
OpenClaw currently resolves one `contextEngine` slot, not a middleware stack.
Implication:
- our engine must behave like "default behavior plus BM enrichment"
- we should not assume we can stack with other context engines automatically
### Over-injection
If `assemble` injects too much, BM could bloat prompt cost and work against the default system.
Mitigation:
- keep Phase 2 narrow
- bound injected size
- prefer summaries over raw note dumps
### Double-processing during migration
If old hooks and new lifecycle paths run together, recall and capture may happen twice.
Mitigation:
- Phase 1 should explicitly remove or disable the legacy hook wiring
- add tests that assert only one capture path is active
## Success Criteria
This feature is complete when:
- recall and capture happen through ContextEngine lifecycle hooks, not event shims
- BM enriches default session context without taking over compaction
- subagents inherit and return useful durable memory
- explicit BM tools remain intact
- the architecture clearly reflects "BM decorates OpenClaw memory"
## Commit Sequence
1. `feat(context-engine): move recall and capture into native lifecycle`
2. `feat(context-engine): add bounded assemble-time BM recall`
3. `feat(context-engine): add subagent memory handoff`
## Out of Scope for This Stack
- custom `compact` logic
- BM-driven token budgeting
- replacing post-compaction context reinjection
- new retrieval heuristics beyond a compact recall block
- multi-engine composition support inside OpenClaw core
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# Development
## Local Setup
Clone and link locally for plugin development:
```bash
git clone https://github.com/basicmachines-co/basic-memory.git
cd basic-memory/integrations/openclaw
bun install
bun run fetch-skills
openclaw plugins install -l "$PWD"
openclaw plugins enable openclaw-basic-memory --slot memory
openclaw gateway restart
```
Or load directly from a path in your OpenClaw config:
```json5
{
plugins: {
load: {
paths: ["~/dev/basic-memory/integrations/openclaw"]
},
entries: {
"openclaw-basic-memory": {
enabled: true
}
},
slots: {
memory: "openclaw-basic-memory"
}
}
}
```
## Commands
```bash
just check # fetch skills, typecheck, lint, build, unit tests
just release-check # check + npm pack --dry-run
bun run check-types # Type checking
bun run build # Compile package runtime to dist/
bun run lint # Linting
bun test # Run tests
bun run test:int # Real BM MCP integration tests
```
## Integration Tests
Real end-to-end tests for `BmClient` in `integration/bm-client.integration.test.ts`. These launch a real `bm mcp --transport stdio` process and assert actual filesystem/index results.
```bash
bun run test:int
```
By default this uses `./scripts/bm-local.sh`, which runs BM from the monorepo root via `uv run --project ...` when present, and falls back to `bm` on `PATH` otherwise.
Optional overrides:
```bash
BM_BIN=/absolute/path/to/bm bun run test:int
BASIC_MEMORY_REPO=/absolute/path/to/basic-memory bun run test:int
```
## Publishing to npm
This package is published as `@basicmemory/openclaw-basic-memory`.
```bash
# Verify release readiness (types + build + tests + npm pack dry run)
just release-check
# Inspect publish payload
just release-pack
# Authenticate once (if needed)
npm login
# Publish current version from package.json
just release-publish
```
For a full release (version bump + publish + push tag):
```bash
just release patch # or: minor, major, 0.2.0, etc.
```
### GitHub Actions CI/CD
- CI workflow: `.github/workflows/ci.yml` runs on PRs and `main` pushes
- Release workflow: `.github/workflows/release.yml` runs manually (`workflow_dispatch`)
1. Runs release checks
2. Bumps version and creates a git tag
3. Pushes commit + tag
4. Publishes to npm
5. Creates a GitHub release
Publishing uses npm OIDC trusted publishing — no secrets required.
## Project Structure
```
openclaw-basic-memory/
├── index.ts # Plugin entry — manages MCP lifecycle, registers tools
├── config.ts # Configuration parsing
├── bm-client.ts # Persistent Basic Memory MCP stdio client
├── tools/ # Agent tools
│ ├── search-notes.ts # search_notes
│ ├── read-note.ts # read_note
│ ├── write-note.ts # write_note
│ ├── edit-note.ts # edit_note
│ ├── delete-note.ts # delete_note
│ ├── move-note.ts # move_note
│ ├── build-context.ts # build_context
│ ├── list-memory-projects.ts # list_memory_projects
│ ├── list-workspaces.ts # list_workspaces
│ ├── schema-validate.ts # schema_validate
│ ├── schema-infer.ts # schema_infer
│ ├── schema-diff.ts # schema_diff
│ └── memory-provider.ts # Composited memory_search + memory_get
├── commands/
│ ├── slash.ts # /remember, /recall
│ ├── skills.ts # /tasks, /reflect, /defrag, /schema
│ └── cli.ts # openclaw basic-memory CLI
└── hooks/
├── capture.ts # Auto-capture conversations
└── recall.ts # Auto-recall (active tasks + recent activity)
```
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MIT License
Copyright (c) 2026 Basic Machines
Permission is hereby granted, free of charge, to any person obtaining a copy
of this software and associated documentation files (the "Software"), to deal
in the Software without restriction, including without limitation the rights
to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
copies of the Software, and to permit persons to whom the Software is
furnished to do so, subject to the following conditions:
The above copyright notice and this permission notice shall be included in all
copies or substantial portions of the Software.
THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
SOFTWARE.
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# Memory + Task Flow
This document explains how `openclaw-basic-memory` manages short-term memory, long-term memory, and active tasks during normal agent usage.
## Mental Model
The plugin composes memory from three places:
1. `MEMORY.md` (working memory): lightweight, grep-style retrieval.
2. Basic Memory knowledge graph: semantic + FTS search over indexed markdown notes.
3. `memory/tasks/*.md` (active tasks): execution state with explicit status.
`memory_search` merges these into one response so agents can reason over current context and durable notes together.
> **Note on MEMORY.md role:** OpenClaw's default convention treats `MEMORY.md` as [long-term curated memory](https://docs.openclaw.ai/concepts/memory) — decisions, preferences, and durable facts. This plugin **flips that role**: because Basic Memory provides a full knowledge graph for durable storage (`memory/**/*.md`), `MEMORY.md` serves as short-horizon working memory instead. Long-lived knowledge belongs in the knowledge graph where it gets indexed, linked, and searchable. `MEMORY.md` stays concise and focused on current session context.
## End-to-End Flow
1. Agent/user writes notes with `write_note` (or manually edits markdown files).
2. The MCP session monitors file changes and indexes them automatically.
3. Updated notes become searchable in the knowledge graph.
4. Agent calls `memory_search`:
- searches `MEMORY.md` for matching lines with context
- queries BM graph for top knowledge results
- resolves active tasks (graph query first, filesystem fallback)
5. Agent calls `memory_get` or `read_note` for full note content.
6. Agent updates notes/tasks via `edit_note`.
7. Completed tasks are excluded from active task results when `status: done`.
```mermaid
flowchart TD
A["Agent/User updates notes (write_note, edit_note, markdown files)"] --> B["MCP session monitors file changes"]
B --> C["Basic Memory index refresh"]
C --> D["Agent calls memory_search(query)"]
D --> E["Search MEMORY.md (line-context grep)"]
D --> F["Search Knowledge Graph (BM FTS + semantic)"]
D --> G["Resolve Active Tasks"]
G --> G1["BM task query first"]
G1 --> G2["Fallback scan: memory/tasks/*.md"]
G2 --> G3["Filter out status: done"]
E --> H["Composited memory_search response"]
F --> H
G3 --> H
H --> I["Agent drills into result (memory_get or read_note)"]
I --> J["Agent updates task state (current_step, checkboxes, status)"]
J --> D
```
## Task Notes: Recommended Structure
Use `memory/tasks/` and include:
- `status` in frontmatter (`active`, `blocked`, `done`, etc.)
- `current_step` in frontmatter
- `## Context` section with concise situational state
Example:
```markdown
---
title: migrate-auth-routes
type: Task
status: active
current_step: 3
---
## Context
Auth middleware is deployed behind a flag. Monitoring error rates before full rollout.
## Plan
- [x] Add middleware
- [x] Add tests
- [x] Deploy to staging
- [ ] Validate metrics
- [ ] Roll out to production
```
Completion update:
```yaml
status: done
```
## How Active Task Resolution Works
When `memory_search` runs, task results are computed in this order:
1. Query BM graph using a task-focused query.
2. If no results (or BM task query fails), scan `memory/tasks/*.md` directly.
3. Exclude tasks where `status` is exactly `done`.
4. Build preview snippets from task metadata and `## Context`.
This fallback behavior keeps tasks discoverable even if the graph index is stale or temporarily unavailable.
## Common Operations
### Create a task
```
write_note(
title="migrate-auth-routes",
folder="tasks",
content="""---
title: migrate-auth-routes
type: Task
status: active
current_step: 1
---
## Context
Starting auth route migration.
## Plan
- [ ] Implement middleware
- [ ] Add tests"""
)
```
### Advance a task
- Update plan checkboxes with `edit_note` + `replace_section`
- Bump step with `edit_note` + `find_replace` (for `current_step`)
### Complete a task
Use `edit_note` (`find_replace`) to change `status: active` to `status: done`.
## Operational Tips
1. Keep `MEMORY.md` concise and current; move durable details to notes under `memory/`.
2. Prefer one task note per workstream; update it incrementally instead of rewriting.
3. Ensure `memoryDir` points to the directory that contains your `tasks/` folder.
4. If task search looks wrong, verify the MCP session is connected and notes exist in expected paths.
## Bundled Skills
This plugin ships with workflow-oriented skills that are automatically loaded when the plugin is enabled:
- **`memory-tasks`** — standardized task creation/resume/update flow
- **`memory-reflect`** — periodic memory consolidation from recent notes
- **`memory-defrag`** — periodic cleanup/reorganization of memory files
- **`memory-schema`** — schema lifecycle management (infer, create, validate, diff, evolve)
- **`memory-metadata-search`** — structured metadata search by custom frontmatter fields (status, priority, etc.)
- **`memory-notes`** — guidance for writing well-structured notes with observations and relations
No manual installation needed. To update skills or install new ones as they become available:
```bash
npx skills add basicmachines-co/basic-memory --path skills --agent openclaw
```
See the canonical source at [`basic-memory/skills`](../../skills).
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# openclaw-basic-memory
Give your OpenClaw agent persistent, searchable memory — in plain text files you can read and edit.
## What is Basic Memory?
[Basic Memory](https://basicmemory.com) stores AI knowledge in local Markdown files and indexes them into a semantic knowledge graph. Your agent writes notes. You can open them in any editor, read them, change them, and the changes sync back automatically. No black box. No proprietary format. Just files.
It does three things that work together:
- **Stores knowledge in plain Markdown** — everything lives in plain text files on your computer, not locked inside a database you can't read
- **Creates connections automatically** — notes link to each other through a searchable, traversable knowledge graph
- **Searches by meaning, not just keywords** — vector search finds relevant context even when the exact words don't match
- **Keeps notes consistent** — dynamic schemas and validation ensure your knowledge base stays structured and useful as it grows
- **Enables two-way collaboration** — both you and the AI read and write the same files
Over time, your agent builds a knowledge base that grows with you. Context that survives across sessions. Memory that belongs to you.
Learn more: [basicmemory.com](https://basicmemory.com) · [GitHub](https://github.com/basicmachines-co/basic-memory) · [Docs](https://docs.basicmemory.com)
Source now lives in the canonical [`basic-memory`](https://github.com/basicmachines-co/basic-memory) repository under `integrations/openclaw/`. The npm package remains `@basicmemory/openclaw-basic-memory`.
Maintainer check from the monorepo root:
```bash
just package-check-openclaw
```
## What this plugin does
This plugin connects Basic Memory to OpenClaw so your agent can:
- **Remember across sessions** — search and recall past conversations, decisions, and context
- **Track work in progress** — structured tasks that survive context compaction
- **Build knowledge over time** — notes, observations, and relations that grow into a connected graph
- **Search intelligently** — composited search across working memory, the knowledge graph, and active tasks in parallel
All data stays on your machine as Markdown files indexed locally with SQLite. Cloud sync is available but entirely optional.
## Install
**Prerequisite:** [uv](https://docs.astral.sh/uv/) (Python package manager) — used to install the Basic Memory CLI.
```bash
# macOS
brew install uv
# macOS / Linux
curl -LsSf https://astral.sh/uv/install.sh | sh
```
Then install the plugin:
```bash
openclaw plugins install @basicmemory/openclaw-basic-memory
openclaw plugins enable openclaw-basic-memory --slot memory
openclaw gateway restart
```
That's it. The plugin auto-installs the `bm` CLI on first startup if it's not already on your PATH. See [SECURITY.md](./SECURITY.md) for details on how this works.
Verify:
```bash
openclaw plugins list
openclaw plugins inspect openclaw-basic-memory --json
openclaw plugins doctor
```
## Configuration
### Zero-config (recommended)
```json5
{
plugins: {
entries: {
"openclaw-basic-memory": {
enabled: true
}
},
slots: {
memory: "openclaw-basic-memory"
}
}
}
```
This uses sensible defaults: auto-generated project name, maps to your workspace root, captures conversations, and recalls active tasks on session start.
### Full options
```json5
{
plugins: {
entries: {
"openclaw-basic-memory": {
enabled: true,
config: {
project: "my-agent", // BM project name (default: "openclaw-{hostname}")
projectPath: ".", // Project directory (default: workspace root)
memoryDir: "memory/", // Where task notes live
memoryFile: "MEMORY.md", // Working memory file
autoCapture: true, // Record conversations as daily notes
autoRecall: true, // Inject active tasks + recent activity at session start
debug: false // Verbose logging
}
}
},
slots: {
memory: "openclaw-basic-memory"
}
}
}
```
| Option | Default | Description |
|--------|---------|-------------|
| `project` | `"openclaw-{hostname}"` | Basic Memory project name |
| `bmPath` | `"bm"` | Path to BM CLI binary |
| `projectPath` | `"."` | Project data directory |
| `memoryDir` | `"memory/"` | Relative path for task scanning |
| `memoryFile` | `"MEMORY.md"` | Working memory file for text search |
| `autoCapture` | `true` | Auto-index agent conversations |
| `captureMinChars` | `10` | Min chars to trigger capture |
| `autoRecall` | `true` | Inject context at session start |
| `recallPrompt` | *(default)* | Instruction appended to recalled context |
| `debug` | `false` | Verbose logs |
## How it works
### Memory search
When your agent calls `memory_search`, three sources are queried in parallel:
1. **MEMORY.md** — text search with surrounding context
2. **Knowledge Graph** — hybrid full-text + vector search across all indexed notes
3. **Active Tasks** — scans `memory/tasks/` for in-progress work
Results come back in clear sections so the agent knows where each piece of context came from.
### Auto-recall
On each session start, the plugin loads active tasks and recently modified notes, giving the agent immediate awareness of ongoing work without being asked.
### Auto-capture
After each conversation turn, the plugin records the exchange as a timestamped entry in a daily note. This builds a searchable history of everything your agent has discussed.
### Persistent connection
The plugin keeps a long-lived Basic Memory process running over standard I/O. No cold starts per tool call. The connection auto-reconnects if it drops.
## Agent tools
All tools accept an optional `project` parameter for cross-project operations.
| Tool | Description |
|------|-------------|
| `memory_search` | Composited search across all memory sources |
| `memory_get` | Read a specific note by title or path |
| `search_notes` | Search the knowledge graph directly |
| `read_note` | Read a note by title, permalink, or `memory://` URL |
| `write_note` | Create or update a note |
| `edit_note` | Append, prepend, find/replace, or replace a section |
| `delete_note` | Delete a note |
| `move_note` | Move a note to a different folder |
| `build_context` | Navigate the knowledge graph — follow relations and connections |
| `list_memory_projects` | List accessible projects |
| `list_workspaces` | List workspaces (personal and org) |
| `schema_validate` | Validate notes against Picoschema definitions |
| `schema_infer` | Analyze notes and suggest a schema |
| `schema_diff` | Detect drift between schema and actual usage |
## Slash commands
| Command | Description |
|---------|-------------|
| `/bm-setup` | Install or update the Basic Memory CLI |
| `/remember <text>` | Save a quick note |
| `/recall <query>` | Search the knowledge graph |
| `/tasks [args]` | Create, track, resume structured tasks |
| `/reflect [args]` | Consolidate recent notes into long-term memory |
| `/defrag [args]` | Reorganize and clean up memory files |
| `/schema [args]` | Manage Picoschema definitions |
## CLI
```bash
openclaw basic-memory search "auth patterns" --limit 5
openclaw basic-memory read "projects/api-redesign"
openclaw basic-memory context "memory://projects/api-redesign" --depth 2
openclaw basic-memory recent --timeframe 24h
openclaw basic-memory status
```
## Bundled skills
Ten skills ship with the plugin — no installation needed:
- **memory-defrag** — cleanup and reorganization of memory files
- **memory-ingest** — import existing material into Basic Memory
- **memory-lifecycle** — manage note/project lifecycle workflows
- **memory-literary-analysis** — analyze texts and reading notes
- **memory-metadata-search** — query notes by frontmatter fields
- **memory-notes** — guidance for writing well-structured notes
- **memory-reflect** — periodic consolidation of recent notes into durable memory
- **memory-research** — research synthesis into durable notes
- **memory-schema** — schema lifecycle (infer, create, validate, diff)
- **memory-tasks** — structured task tracking that survives context compaction
### Updating skills
```bash
bun run fetch-skills
```
In the monorepo, this copies from the canonical top-level [`skills/`](../../skills) directory into the generated `integrations/openclaw/skills/` package bundle.
## Task notes
The plugin works well with structured task notes in `memory/tasks/`:
```markdown
---
title: auth-middleware-rollout
type: Task
status: active
current_step: 2
---
## Context
Rolling JWT middleware to all API routes.
## Plan
- [x] Implement middleware
- [x] Add refresh-token validation
- [ ] Roll out to staging
- [ ] Verify logs and error rates
```
Set `status: done` to mark complete. Done tasks are filtered out of active task results.
## Basic Memory Cloud
Everything works locally. Cloud adds cross-device sync, team workspaces, and persistent memory for hosted agents.
- Same knowledge graph on laptop, desktop, and CI
- Shared workspaces for teams
- Durable memory for production agents
Cloud extends local-first — still plain Markdown, still yours. [Start a free trial](https://basicmemory.com) and use code `BMCLAW` for 20% off for 3 months. See [BASIC_MEMORY.md](./BASIC_MEMORY.md) for setup.
## Troubleshooting
**`bm` not found** — Install uv, then restart the gateway. Or install manually: `uv tool install basic-memory`
**Search returns nothing** — Check that Basic Memory connected (look for `connected to BM` in logs). Verify files exist in the project directory.
**Jiti cache issues** — `rm -rf /tmp/jiti/ "$TMPDIR/jiti/"` then restart the gateway.
**Disable semantic search** — Set `BASIC_MEMORY_SEMANTIC_SEARCH_ENABLED=false` to fall back to full-text only.
## More
- [Memory + Task Flow](./MEMORY_TASK_FLOW.md) — practical runbook
- [Cloud Setup](./BASIC_MEMORY.md) — configure Basic Memory Cloud
- [Security](./SECURITY.md) — how auto-installation and data handling work
- [Development](./DEVELOPMENT.md) — contributing, tests, publishing
- [Basic Memory docs](https://docs.basicmemory.com)
- [Issues](https://github.com/basicmachines-co/basic-memory/issues)
## Telemetry
This plugin does not collect telemetry. The Basic Memory CLI may send anonymous usage analytics — see the [Basic Memory docs](https://github.com/basicmachines-co/basic-memory) for opt-out instructions.
## License
MIT
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# Security
## Automated Dependency Installation
On first startup, this plugin checks whether the `bm` (Basic Memory) CLI is available on your system. If it's not found, the plugin runs `uv tool install` to install it automatically.
### What happens
1. The plugin checks if `bm` exists on `PATH`
2. If missing, it executes `uv tool install basic-memory --force`
3. This installs the Basic Memory CLI into uv's managed tool directory (`~/.local/bin/bm` on most systems)
### What this means
- The plugin uses Node.js `child_process.execSync` to run `uv` as a shell command
- This requires `uv` (the Python package manager from Astral) to be installed on your system
- The installation pulls the public `basic-memory` package from PyPI
- If `uv` is not installed, the step is skipped gracefully — no error, no crash
### If you prefer manual installation
You can install Basic Memory yourself before enabling the plugin:
```bash
uv tool install basic-memory
```
Or with pip:
```bash
pip install basic-memory
```
Once `bm` is on your PATH, the plugin will find it and skip the auto-install step entirely.
### Opting out
If you want to control the exact binary the plugin uses, set `bmPath` in your plugin config to an absolute path:
```json5
{
"openclaw-basic-memory": {
config: {
bmPath: "/usr/local/bin/bm"
}
}
}
```
The plugin will use that path directly and never attempt auto-installation.
## Data Handling
- All knowledge graph data is stored as plain Markdown files on your local filesystem
- The plugin spawns a persistent `bm mcp` process that indexes files into a local SQLite database
- No data leaves your machine unless you explicitly configure [Basic Memory Cloud](./BASIC_MEMORY.md)
- The plugin does not collect telemetry
## Reporting Issues
If you find a security issue, please email security@basicmemory.com or open a private advisory on GitHub.
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{
"$schema": "https://biomejs.dev/schemas/2.4.16/schema.json",
"assist": {
"actions": {
"source": {
"organizeImports": "on",
"useSortedAttributes": "on",
"useSortedKeys": "off"
}
},
"enabled": true
},
"files": {
"includes": [
"**",
"!**/node_modules",
"!**/dist",
"!**/bun.lock",
"!**/*.lock",
"!.claude"
]
},
"formatter": {
"enabled": true,
"indentStyle": "space",
"indentWidth": 2
},
"javascript": {
"formatter": {
"quoteStyle": "double",
"semicolons": "asNeeded"
}
},
"overrides": [
{
"includes": ["**/*.test.ts"],
"linter": {
"rules": {
"style": {
"noNonNullAssertion": "off"
},
"complexity": {
"noBannedTypes": "off"
},
"suspicious": {
"noExplicitAny": "off"
}
}
}
}
],
"linter": {
"domains": {
"project": "none"
},
"enabled": true,
"rules": {
"correctness": {
"useYield": "warn",
"noUnusedVariables": {
"level": "warn",
"options": {
"ignoreRestSiblings": true
}
},
"noUnusedImports": "warn",
"useParseIntRadix": "off"
},
"recommended": true,
"style": {
"noDefaultExport": "off",
"noInferrableTypes": "error",
"noNonNullAssertion": "warn",
"noParameterAssign": "error",
"noUnusedTemplateLiteral": "error",
"noUselessElse": "error",
"useAsConstAssertion": "error",
"useDefaultParameterLast": "error",
"useEnumInitializers": "error",
"useNamingConvention": {
"level": "off",
"options": {
"strictCase": false
}
},
"useNumberNamespace": "error",
"useSelfClosingElements": "error",
"useSingleVarDeclarator": "error"
}
}
},
"vcs": {
"clientKind": "git",
"enabled": true,
"useIgnoreFile": true
}
}
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import { beforeEach, describe, expect, it, jest } from "bun:test"
import { BmClient } from "./bm-client.ts"
const DEFAULT_PROJECT = "test-project"
function mcpResult(payload: unknown) {
return {
structuredContent: { result: payload },
content: [
{
type: "text",
text: JSON.stringify(payload),
},
],
}
}
function setConnected(client: BmClient, callTool: jest.Mock) {
;(client as any).client = {
callTool,
close: jest.fn().mockResolvedValue(undefined),
}
;(client as any).transport = {
close: jest.fn().mockResolvedValue(undefined),
}
}
describe("BmClient MCP behavior", () => {
let client: BmClient
beforeEach(() => {
client = new BmClient("/usr/local/bin/bm", DEFAULT_PROJECT)
})
it("readNote calls read_note with JSON output and no frontmatter by default", async () => {
const callTool = jest.fn().mockResolvedValue(
mcpResult({
title: "t",
permalink: "p",
content: "body",
file_path: "notes/t.md",
frontmatter: null,
}),
)
setConnected(client, callTool)
const note = await client.readNote("t")
expect(callTool).toHaveBeenCalledWith({
name: "read_note",
arguments: {
identifier: "t",
include_frontmatter: false,
output_format: "json",
project: DEFAULT_PROJECT,
},
})
expect(note.content).toBe("body")
})
it("readNote includes frontmatter when requested", async () => {
const raw = "---\ntitle: t\n---\n\nbody"
const callTool = jest.fn().mockResolvedValue(
mcpResult({
title: "t",
permalink: "p",
content: raw,
file_path: "notes/t.md",
frontmatter: { title: "t" },
}),
)
setConnected(client, callTool)
const note = await client.readNote("t", { includeFrontmatter: true })
expect(callTool).toHaveBeenCalledWith({
name: "read_note",
arguments: {
identifier: "t",
include_frontmatter: true,
output_format: "json",
project: DEFAULT_PROJECT,
},
})
expect(note.content).toBe(raw)
expect(note.frontmatter).toEqual({ title: "t" })
})
it("writeNote calls write_note with JSON output", async () => {
const callTool = jest.fn().mockResolvedValue(
mcpResult({
title: "Note",
permalink: "notes/note",
file_path: "notes/note.md",
checksum: "abc123",
action: "created",
}),
)
setConnected(client, callTool)
const result = await client.writeNote("Note", "hello", "notes")
expect(callTool).toHaveBeenCalledWith({
name: "write_note",
arguments: {
title: "Note",
content: "hello",
directory: "notes",
output_format: "json",
project: DEFAULT_PROJECT,
},
})
expect(result.checksum).toBe("abc123")
expect(result.action).toBe("created")
})
it("writeNote passes overwrite flag when provided", async () => {
const callTool = jest.fn().mockResolvedValue(
mcpResult({
title: "Note",
permalink: "notes/note",
file_path: "notes/note.md",
action: "updated",
}),
)
setConnected(client, callTool)
await client.writeNote("Note", "hello", "notes", undefined, true)
expect(callTool).toHaveBeenCalledWith({
name: "write_note",
arguments: {
title: "Note",
content: "hello",
directory: "notes",
output_format: "json",
project: DEFAULT_PROJECT,
overwrite: true,
},
})
})
it("writeNote throws NoteAlreadyExistsError on conflict response", async () => {
const callTool = jest.fn().mockResolvedValue(
mcpResult({
title: "Existing",
permalink: "notes/existing",
file_path: null,
checksum: null,
action: "conflict",
error: "NOTE_ALREADY_EXISTS",
}),
)
setConnected(client, callTool)
await expect(
client.writeNote("Existing", "content", "notes"),
).rejects.toThrow("Note already exists")
})
it("editNote calls edit_note with MCP argument names", async () => {
const callTool = jest.fn().mockResolvedValue(
mcpResult({
title: "t",
permalink: "p",
file_path: "notes/t.md",
operation: "find_replace",
checksum: "abc",
}),
)
setConnected(client, callTool)
const result = await client.editNote("t", "find_replace", "new", {
find_text: "old",
expected_replacements: 2,
})
expect(callTool).toHaveBeenCalledWith({
name: "edit_note",
arguments: {
identifier: "t",
operation: "find_replace",
content: "new",
find_text: "old",
section: undefined,
expected_replacements: 2,
output_format: "json",
project: DEFAULT_PROJECT,
},
})
expect(result.checksum).toBe("abc")
})
it("search calls search_notes with paging params", async () => {
const callTool = jest.fn().mockResolvedValue(
mcpResult({
results: [
{
title: "x",
permalink: "x",
content: "c",
file_path: "notes/x.md",
score: 0.9,
},
],
}),
)
setConnected(client, callTool)
const results = await client.search("marketing strategy", 3)
expect(callTool).toHaveBeenCalledWith({
name: "search_notes",
arguments: {
query: "marketing strategy",
page: 1,
page_size: 3,
output_format: "json",
project: DEFAULT_PROJECT,
},
})
expect(results).toHaveLength(1)
expect(results[0].title).toBe("x")
})
it("search passes metadata_filters, tags, and status to search_notes", async () => {
const callTool = jest.fn().mockResolvedValue(
mcpResult({
results: [
{
title: "Auth Design",
permalink: "auth-design",
content: "OAuth spec",
file_path: "specs/auth-design.md",
score: 0.85,
},
],
}),
)
setConnected(client, callTool)
const results = await client.search("oauth", 5, "research", {
filters: { type: "spec", confidence: { $gt: 0.7 } },
tags: ["security"],
status: "in-progress",
})
expect(callTool).toHaveBeenCalledWith({
name: "search_notes",
arguments: {
query: "oauth",
page: 1,
page_size: 5,
output_format: "json",
project: "research",
metadata_filters: { type: "spec", confidence: { $gt: 0.7 } },
tags: ["security"],
status: "in-progress",
},
})
expect(results).toHaveLength(1)
expect(results[0].title).toBe("Auth Design")
})
it("search omits metadata args when not provided", async () => {
const callTool = jest.fn().mockResolvedValue(mcpResult({ results: [] }))
setConnected(client, callTool)
await client.search("test", 10)
expect(callTool).toHaveBeenCalledWith({
name: "search_notes",
arguments: {
query: "test",
page: 1,
page_size: 10,
output_format: "json",
project: DEFAULT_PROJECT,
},
})
})
it("buildContext calls build_context using output_format=json", async () => {
const callTool = jest.fn().mockResolvedValue(
mcpResult({
results: [
{
primary_result: {
title: "x",
permalink: "x",
content: "body",
file_path: "notes/x.md",
},
observations: [],
related_results: [],
},
],
}),
)
setConnected(client, callTool)
const ctx = await client.buildContext("memory://notes/x", 2)
expect(callTool).toHaveBeenCalledWith({
name: "build_context",
arguments: {
url: "memory://notes/x",
depth: 2,
output_format: "json",
project: DEFAULT_PROJECT,
},
})
expect(ctx.results).toHaveLength(1)
})
it("recentActivity calls recent_activity with JSON output", async () => {
const callTool = jest.fn().mockResolvedValue(
mcpResult([
{
title: "x",
permalink: "x",
file_path: "notes/x.md",
created_at: "2026-01-01T00:00:00Z",
},
]),
)
setConnected(client, callTool)
const recent = await client.recentActivity("7d")
expect(callTool).toHaveBeenCalledWith({
name: "recent_activity",
arguments: {
timeframe: "7d",
output_format: "json",
project: DEFAULT_PROJECT,
},
})
expect(recent).toHaveLength(1)
})
it("listProjects calls list_memory_projects with JSON output", async () => {
const callTool = jest.fn().mockResolvedValue(
mcpResult({
projects: [
{
name: "alpha",
path: "/tmp/alpha",
is_default: true,
},
],
}),
)
setConnected(client, callTool)
const projects = await client.listProjects()
expect(callTool).toHaveBeenCalledWith({
name: "list_memory_projects",
arguments: {
output_format: "json",
},
})
expect(projects[0].name).toBe("alpha")
})
it("listProjects filters workspace client-side without passing unsupported MCP args", async () => {
const callTool = jest.fn().mockResolvedValue(
mcpResult({
projects: [
{
name: "alpha",
path: "/tmp/alpha",
workspace_name: "Team Alpha",
workspace_slug: "team-alpha",
workspace_tenant_id: "tenant-alpha",
},
{
name: "beta",
path: "/tmp/beta",
workspace_name: "Team Beta",
workspace_slug: "team-beta",
workspace_tenant_id: "tenant-beta",
},
],
}),
)
setConnected(client, callTool)
const projects = await client.listProjects("team-alpha")
expect(callTool).toHaveBeenCalledWith({
name: "list_memory_projects",
arguments: {
output_format: "json",
},
})
expect(projects.map((project) => project.name)).toEqual(["alpha"])
})
it("ensureProject calls create_memory_project in idempotent JSON mode", async () => {
const callTool = jest.fn().mockResolvedValue(
mcpResult({
name: "test-project",
path: "/tmp/memory",
created: false,
already_exists: true,
}),
)
setConnected(client, callTool)
await client.ensureProject("/tmp/memory")
expect(callTool).toHaveBeenCalledWith({
name: "create_memory_project",
arguments: {
project_name: "test-project",
project_path: "/tmp/memory",
set_default: true,
output_format: "json",
},
})
})
it("deleteNote calls delete_note with JSON output", async () => {
const callTool = jest.fn().mockResolvedValue(
mcpResult({
deleted: true,
title: "old-note",
permalink: "notes/old-note",
file_path: "notes/old-note.md",
}),
)
setConnected(client, callTool)
const result = await client.deleteNote("notes/old-note")
expect(callTool).toHaveBeenCalledWith({
name: "delete_note",
arguments: {
identifier: "notes/old-note",
output_format: "json",
project: DEFAULT_PROJECT,
},
})
expect(result.file_path).toBe("notes/old-note.md")
})
it("schemaValidate calls schema_validate with JSON output", async () => {
const callTool = jest.fn().mockResolvedValue(
mcpResult({
entity_type: "person",
total_notes: 3,
total_entities: 3,
valid_count: 3,
warning_count: 0,
error_count: 0,
results: [],
}),
)
setConnected(client, callTool)
const result = await client.schemaValidate("person")
expect(callTool).toHaveBeenCalledWith({
name: "schema_validate",
arguments: {
note_type: "person",
output_format: "json",
project: DEFAULT_PROJECT,
},
})
expect(result.entity_type).toBe("person")
expect(result.valid_count).toBe(3)
})
it("schemaValidate passes identifier when provided", async () => {
const callTool = jest.fn().mockResolvedValue(
mcpResult({
entity_type: null,
total_notes: 1,
total_entities: 1,
valid_count: 1,
warning_count: 0,
error_count: 0,
results: [],
}),
)
setConnected(client, callTool)
await client.schemaValidate(undefined, "notes/my-note")
expect(callTool).toHaveBeenCalledWith({
name: "schema_validate",
arguments: {
identifier: "notes/my-note",
output_format: "json",
project: DEFAULT_PROJECT,
},
})
})
it("schemaInfer calls schema_infer with threshold", async () => {
const callTool = jest.fn().mockResolvedValue(
mcpResult({
entity_type: "task",
notes_analyzed: 10,
field_frequencies: [],
suggested_schema: {},
suggested_required: [],
suggested_optional: [],
excluded: [],
}),
)
setConnected(client, callTool)
const result = await client.schemaInfer("task", 0.5)
expect(callTool).toHaveBeenCalledWith({
name: "schema_infer",
arguments: {
note_type: "task",
threshold: 0.5,
output_format: "json",
project: DEFAULT_PROJECT,
},
})
expect(result.notes_analyzed).toBe(10)
})
it("schemaDiff calls schema_diff with JSON output", async () => {
const callTool = jest.fn().mockResolvedValue(
mcpResult({
entity_type: "person",
schema_found: true,
new_fields: [{ field: "phone", frequency: 0.6 }],
dropped_fields: [],
cardinality_changes: [],
}),
)
setConnected(client, callTool)
const result = await client.schemaDiff("person")
expect(callTool).toHaveBeenCalledWith({
name: "schema_diff",
arguments: {
note_type: "person",
output_format: "json",
project: DEFAULT_PROJECT,
},
})
expect(result.new_fields).toHaveLength(1)
})
it("search with note_types and status filters (no query)", async () => {
const callTool = jest.fn().mockResolvedValue(
mcpResult({
results: [
{
title: "Task 1",
permalink: "tasks/task-1",
content: "active task",
file_path: "tasks/task-1.md",
score: 0.9,
},
],
}),
)
setConnected(client, callTool)
const result = await client.search(undefined, 10, undefined, {
note_types: ["task"],
status: "active",
})
expect(callTool).toHaveBeenCalledWith({
name: "search_notes",
arguments: {
page: 1,
page_size: 10,
note_types: ["task"],
status: "active",
output_format: "json",
project: DEFAULT_PROJECT,
},
})
expect(result).toHaveLength(1)
expect(result[0].title).toBe("Task 1")
})
it("moveNote calls move_note with destination_folder in a single MCP call", async () => {
const callTool = jest.fn().mockResolvedValue(
mcpResult({
moved: true,
title: "My Note",
permalink: "archive/my-note",
file_path: "archive/my-note.md",
source: "notes/my-note",
destination: "archive/my-note.md",
}),
)
setConnected(client, callTool)
const result = await client.moveNote("notes/my-note", "archive")
expect(callTool).toHaveBeenCalledTimes(1)
expect(callTool).toHaveBeenCalledWith({
name: "move_note",
arguments: {
identifier: "notes/my-note",
destination_folder: "archive",
output_format: "json",
project: DEFAULT_PROJECT,
},
})
expect(result.title).toBe("My Note")
expect(result.file_path).toBe("archive/my-note.md")
})
it("indexConversation surfaces non-not-found append errors without creating", async () => {
;(client as any).editNote = jest
.fn()
.mockRejectedValue(new Error("validation failed"))
;(client as any).writeNote = jest.fn()
await expect(
client.indexConversation(
"user message long enough",
"assistant reply long enough",
),
).rejects.toThrow("validation failed")
expect((client as any).writeNote).not.toHaveBeenCalled()
})
it("indexConversation creates fallback note only on note-not-found errors", async () => {
;(client as any).editNote = jest
.fn()
.mockRejectedValue(new Error("Entity not found"))
;(client as any).writeNote = jest.fn().mockResolvedValue({
title: "conversations",
permalink: "conversations",
content: "x",
file_path: "conversations/x.md",
})
await client.indexConversation(
"user message long enough",
"assistant reply long enough",
)
expect((client as any).writeNote).toHaveBeenCalledTimes(1)
const args = (client as any).writeNote.mock.calls[0]
expect(args[3]).toBeUndefined() // project
expect(args[4]).toBeUndefined() // overwrite
})
it("retries recoverable MCP failures with bounded attempts", async () => {
;(client as any).retryDelaysMs = [0, 0, 0]
const callTool = jest
.fn()
.mockRejectedValue(new Error("connection closed by peer"))
;(client as any).ensureConnected = jest.fn().mockResolvedValue({ callTool })
;(client as any).disconnectCurrent = jest.fn().mockResolvedValue(undefined)
;(client as any).client = { close: jest.fn().mockResolvedValue(undefined) }
;(client as any).transport = {
close: jest.fn().mockResolvedValue(undefined),
}
await expect(
(client as any).callToolRaw("search_notes", { query: "x" }),
).rejects.toThrow("BM MCP unavailable")
expect((client as any).ensureConnected).toHaveBeenCalledTimes(4)
expect((client as any).disconnectCurrent).toHaveBeenCalledTimes(4)
})
it("does not retry non-recoverable tool failures", async () => {
;(client as any).retryDelaysMs = [0, 0, 0]
const callTool = jest.fn().mockRejectedValue(new Error("invalid params"))
;(client as any).ensureConnected = jest.fn().mockResolvedValue({ callTool })
;(client as any).disconnectCurrent = jest.fn().mockResolvedValue(undefined)
await expect(
(client as any).callToolRaw("search_notes", { query: "x" }),
).rejects.toThrow("invalid params")
expect((client as any).ensureConnected).toHaveBeenCalledTimes(1)
expect((client as any).disconnectCurrent).toHaveBeenCalledTimes(0)
})
})
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import { setTimeout as delay } from "node:timers/promises"
import { Client } from "@modelcontextprotocol/sdk/client"
import { StdioClientTransport } from "@modelcontextprotocol/sdk/client/stdio.js"
import { log } from "./logger.ts"
const DEFAULT_RETRY_DELAYS_MS = [500, 1000, 2000]
export class NoteAlreadyExistsError extends Error {
readonly permalink: string
constructor(title: string, permalink: string) {
super(`Note already exists: "${title}" (${permalink})`)
this.name = "NoteAlreadyExistsError"
this.permalink = permalink
}
}
const REQUIRED_TOOLS = [
"search_notes",
"read_note",
"write_note",
"edit_note",
"build_context",
"recent_activity",
"list_memory_projects",
"list_workspaces",
"create_memory_project",
"delete_note",
"move_note",
"schema_validate",
"schema_infer",
"schema_diff",
]
export interface SearchResult {
title: string
permalink: string
content: string
score?: number
file_path: string
}
export interface NoteResult {
title: string
permalink: string
content: string
file_path: string
frontmatter?: Record<string, unknown> | null
checksum?: string | null
action?: "created" | "updated"
}
export interface EditNoteResult {
title: string
permalink: string
file_path: string
operation: "append" | "prepend" | "find_replace" | "replace_section"
checksum?: string | null
}
interface ReadNoteOptions {
includeFrontmatter?: boolean
}
interface EditNoteOptions {
find_text?: string
section?: string
expected_replacements?: number
}
export interface ContextResult {
results: Array<{
primary_result: NoteResult
observations: Array<{
category: string
content: string
}>
related_results: Array<{
type: "relation" | "entity"
title?: string
permalink: string
relation_type?: string
from_entity?: string
to_entity?: string
}>
}>
}
export interface RecentResult {
title: string
permalink: string
file_path: string
created_at: string
}
export interface ProjectListResult {
name: string
path: string
display_name?: string | null
is_private?: boolean
is_default?: boolean
isDefault?: boolean
workspace_name?: string | null
workspace_slug?: string | null
workspace_type?: string | null
workspace_tenant_id?: string | null
}
export interface WorkspaceResult {
tenant_id: string
name: string
workspace_type: string
role: string
organization_id?: string | null
has_active_subscription: boolean
}
export interface SchemaValidationResult {
entity_type: string | null
total_notes: number
total_entities: number
valid_count: number
warning_count: number
error_count: number
results: Array<{
identifier: string
valid: boolean
warnings: string[]
errors: string[]
}>
}
export interface SchemaInferResult {
entity_type: string
notes_analyzed: number
field_frequencies: Array<{
name: string
percentage: number
count: number
total: number
source: string
sample_values?: string[]
is_array?: boolean
target_type?: string | null
}>
suggested_schema: Record<string, unknown>
suggested_required: string[]
suggested_optional: string[]
excluded: string[]
}
export interface SchemaDiffResult {
entity_type: string
schema_found: boolean
new_fields: Array<{
name: string
source: string
count: number
total: number
percentage: number
}>
dropped_fields: Array<{ name: string; source: string; declared_in?: string }>
cardinality_changes: string[]
}
function getErrorMessage(err: unknown): string {
return err instanceof Error ? err.message : String(err)
}
function isRecord(value: unknown): value is Record<string, unknown> {
return value !== null && typeof value === "object" && !Array.isArray(value)
}
function extractTextFromContent(content: unknown): string {
if (!Array.isArray(content)) return ""
const textBlocks = content
.filter(
(block): block is { type: "text"; text: string } =>
isRecord(block) &&
block.type === "text" &&
typeof block.text === "string",
)
.map((block) => block.text)
return textBlocks.join("\n").trim()
}
function isRecoverableConnectionError(err: unknown): boolean {
const msg = getErrorMessage(err).toLowerCase()
return (
msg.includes("connection closed") ||
msg.includes("not connected") ||
msg.includes("transport") ||
msg.includes("broken pipe") ||
msg.includes("econnreset") ||
msg.includes("epipe") ||
msg.includes("failed to start bm mcp stdio") ||
msg.includes("client is closed")
)
}
function isNoteNotFoundError(err: unknown): boolean {
const msg = getErrorMessage(err).toLowerCase()
return (
msg.includes("entity not found") ||
msg.includes("note not found") ||
msg.includes("resource not found") ||
msg.includes("could not find note matching") ||
msg.includes("404")
)
}
function asString(value: unknown): string | null {
return typeof value === "string" ? value : null
}
function projectMatchesWorkspace(
project: ProjectListResult,
workspace: string,
): boolean {
const requested = workspace.trim().toLowerCase()
if (!requested) return true
return [
project.workspace_name,
project.workspace_slug,
project.workspace_tenant_id,
].some(
(value) => typeof value === "string" && value.toLowerCase() === requested,
)
}
export class BmClient {
private bmPath: string
private project: string
private cwd?: string
private env?: Record<string, string>
private shouldRun = false
private client: Client | null = null
private transport: StdioClientTransport | null = null
private connectPromise: Promise<void> | null = null
private retryDelaysMs = [...DEFAULT_RETRY_DELAYS_MS]
constructor(bmPath: string, project: string) {
this.bmPath = bmPath
this.project = project
}
async start(options?: {
cwd?: string
env?: Record<string, string>
}): Promise<void> {
this.shouldRun = true
if (options?.cwd) {
this.cwd = options.cwd
}
if (options?.env) {
this.env = options.env
}
await this.connectWithRetries()
}
async stop(): Promise<void> {
this.shouldRun = false
await this.disconnectCurrent(this.client, this.transport)
this.client = null
this.transport = null
}
private async connectWithRetries(): Promise<void> {
let lastErr: unknown
for (let attempt = 0; attempt <= this.retryDelaysMs.length; attempt++) {
try {
await this.ensureConnected()
return
} catch (err) {
lastErr = err
await this.disconnectCurrent(this.client, this.transport)
this.client = null
this.transport = null
if (attempt === this.retryDelaysMs.length) {
break
}
const waitMs = this.retryDelaysMs[attempt]
log.warn(
`BM MCP connect failed (attempt ${attempt + 1}/${this.retryDelaysMs.length + 1}): ${getErrorMessage(err)}; retrying in ${waitMs}ms`,
)
await delay(waitMs)
}
}
throw new Error(`BM MCP unavailable: ${getErrorMessage(lastErr)}`)
}
private async ensureConnected(): Promise<Client> {
if (!this.shouldRun) {
this.shouldRun = true
}
if (this.client && this.transport) {
return this.client
}
if (!this.connectPromise) {
this.connectPromise = this.connectFresh()
}
try {
await this.connectPromise
} finally {
this.connectPromise = null
}
if (!this.client) {
throw new Error("BM MCP client was not initialized")
}
return this.client
}
private async connectFresh(): Promise<void> {
const transport = new StdioClientTransport({
command: this.bmPath,
args: ["mcp", "--transport", "stdio"],
cwd: this.cwd,
env: this.env,
stderr: "pipe",
})
const client = new Client(
{
name: "openclaw-basic-memory",
version: "0.1.0",
},
{ capabilities: {} },
)
const stderr = transport.stderr
if (stderr) {
stderr.on("data", (data: Buffer) => {
const msg = data.toString().trim()
if (msg.length > 0) {
log.debug(`[bm mcp] ${msg}`)
}
})
}
transport.onclose = () => {
if (this.transport !== transport) return
log.warn("BM MCP stdio session closed")
this.client = null
this.transport = null
}
transport.onerror = (err: unknown) => {
if (this.transport !== transport) return
log.warn(`BM MCP transport error: ${getErrorMessage(err)}`)
}
this.client = client
this.transport = transport
try {
await client.connect(transport)
const tools = await client.listTools()
this.assertRequiredTools(tools.tools.map((tool) => tool.name))
log.info(
`connected to BM MCP stdio (project=${this.project}, pid=${transport.pid ?? "unknown"})`,
)
} catch (err) {
await this.disconnectCurrent(client, transport)
if (this.client === client) {
this.client = null
}
if (this.transport === transport) {
this.transport = null
}
throw new Error(`failed to start BM MCP stdio: ${getErrorMessage(err)}`)
}
}
private assertRequiredTools(toolNames: string[]): void {
const available = new Set(toolNames)
const missing = REQUIRED_TOOLS.filter((name) => !available.has(name))
if (missing.length > 0) {
throw new Error(
`BM MCP server missing required tools: ${missing.join(", ")}`,
)
}
}
private async disconnectCurrent(
client: Client | null,
transport: StdioClientTransport | null,
): Promise<void> {
if (client) {
try {
await client.close()
} catch {
// ignore shutdown errors
}
}
if (transport) {
try {
await transport.close()
} catch {
// ignore shutdown errors
}
}
}
private async callToolRaw(
name: string,
args: Record<string, unknown>,
): Promise<unknown> {
let lastErr: unknown
for (let attempt = 0; attempt <= this.retryDelaysMs.length; attempt++) {
try {
const client = await this.ensureConnected()
const result = await client.callTool({
name,
arguments: args,
})
if (isRecord(result) && result.isError === true) {
const message = extractTextFromContent(result.content)
throw new Error(
`BM MCP tool ${name} failed${message ? `: ${message}` : ""}`,
)
}
return result
} catch (err) {
if (!isRecoverableConnectionError(err)) {
throw err
}
lastErr = err
await this.disconnectCurrent(this.client, this.transport)
this.client = null
this.transport = null
if (attempt === this.retryDelaysMs.length) {
break
}
const waitMs = this.retryDelaysMs[attempt]
log.warn(
`BM MCP call ${name} failed (attempt ${attempt + 1}/${this.retryDelaysMs.length + 1}): ${getErrorMessage(err)}; retrying in ${waitMs}ms`,
)
await delay(waitMs)
}
}
throw new Error(`BM MCP unavailable: ${getErrorMessage(lastErr)}`)
}
private async callTool(
name: string,
args: Record<string, unknown>,
): Promise<unknown> {
const result = await this.callToolRaw(name, args)
if (!isRecord(result) || result.structuredContent === undefined) {
throw new Error(`BM MCP tool ${name} returned no structured payload`)
}
const structuredPayload = result.structuredContent
if (isRecord(structuredPayload) && structuredPayload.result !== undefined) {
return structuredPayload.result
}
return structuredPayload
}
private routedProject(project?: string): string {
return project ?? this.project
}
async ensureProject(projectPath: string): Promise<void> {
const payload = await this.callTool("create_memory_project", {
project_name: this.project,
project_path: projectPath,
set_default: true,
output_format: "json",
})
if (!isRecord(payload)) {
throw new Error("invalid create_memory_project response")
}
}
async listWorkspaces(): Promise<WorkspaceResult[]> {
const payload = await this.callTool("list_workspaces", {
output_format: "json",
})
if (isRecord(payload) && Array.isArray(payload.workspaces)) {
return payload.workspaces as WorkspaceResult[]
}
throw new Error("invalid list_workspaces response")
}
async listProjects(workspace?: string): Promise<ProjectListResult[]> {
const payload = await this.callTool("list_memory_projects", {
output_format: "json",
})
if (isRecord(payload) && Array.isArray(payload.projects)) {
const projects = payload.projects as ProjectListResult[]
if (workspace) {
return projects.filter((project) =>
projectMatchesWorkspace(project, workspace),
)
}
return projects
}
throw new Error("invalid list_memory_projects response")
}
async search(
query?: string,
limit = 10,
project?: string,
metadata?: {
filters?: Record<string, unknown>
tags?: string[]
status?: string
note_types?: string[]
entity_types?: string[]
},
): Promise<SearchResult[]> {
const args: Record<string, unknown> = {
page: 1,
page_size: limit,
output_format: "json",
project: this.routedProject(project),
}
if (query) args.query = query
if (metadata?.filters) args.metadata_filters = metadata.filters
if (metadata?.tags) args.tags = metadata.tags
if (metadata?.status) args.status = metadata.status
if (metadata?.note_types) args.note_types = metadata.note_types
if (metadata?.entity_types) args.entity_types = metadata.entity_types
const payload = await this.callTool("search_notes", args)
if (!isRecord(payload) || !Array.isArray(payload.results)) {
throw new Error("invalid search_notes response")
}
return payload.results as SearchResult[]
}
async readNote(
identifier: string,
options: ReadNoteOptions = {},
project?: string,
): Promise<NoteResult> {
const args: Record<string, unknown> = {
identifier,
include_frontmatter: options.includeFrontmatter === true,
output_format: "json",
project: this.routedProject(project),
}
const payload = await this.callTool("read_note", args)
if (!isRecord(payload)) {
throw new Error("invalid read_note response")
}
const title = asString(payload.title)
const permalink = asString(payload.permalink)
const content = asString(payload.content)
const filePath = asString(payload.file_path)
if (!title || !permalink || content === null || !filePath) {
throw new Error("invalid read_note payload")
}
return {
title,
permalink,
content,
file_path: filePath,
frontmatter: isRecord(payload.frontmatter) ? payload.frontmatter : null,
}
}
async writeNote(
title: string,
content: string,
folder: string,
project?: string,
overwrite?: boolean,
): Promise<NoteResult> {
const args: Record<string, unknown> = {
title,
content,
directory: folder,
output_format: "json",
project: this.routedProject(project),
}
if (overwrite !== undefined) args.overwrite = overwrite
const payload = await this.callTool("write_note", args)
if (!isRecord(payload)) {
throw new Error("invalid write_note response")
}
if (payload.error === "NOTE_ALREADY_EXISTS") {
throw new NoteAlreadyExistsError(
asString(payload.title) ?? title,
asString(payload.permalink) ?? "",
)
}
const resultTitle = asString(payload.title)
const permalink = asString(payload.permalink)
const filePath = asString(payload.file_path)
if (!resultTitle || !permalink || !filePath) {
throw new Error("invalid write_note payload")
}
return {
title: resultTitle,
permalink,
content,
file_path: filePath,
checksum: asString(payload.checksum),
action:
payload.action === "created" || payload.action === "updated"
? payload.action
: undefined,
}
}
async buildContext(
url: string,
depth = 1,
project?: string,
): Promise<ContextResult> {
const args: Record<string, unknown> = {
url,
depth,
output_format: "json",
project: this.routedProject(project),
}
const payload = await this.callTool("build_context", args)
if (!isRecord(payload) || !Array.isArray(payload.results)) {
throw new Error("invalid build_context response")
}
return payload as unknown as ContextResult
}
async recentActivity(
timeframe = "24h",
project?: string,
): Promise<RecentResult[]> {
const args: Record<string, unknown> = {
timeframe,
output_format: "json",
project: this.routedProject(project),
}
const payload = await this.callTool("recent_activity", args)
if (Array.isArray(payload)) {
return payload as RecentResult[]
}
throw new Error("invalid recent_activity response")
}
async editNote(
identifier: string,
operation: "append" | "prepend" | "find_replace" | "replace_section",
content: string,
options: EditNoteOptions = {},
project?: string,
): Promise<EditNoteResult> {
const args: Record<string, unknown> = {
identifier,
operation,
content,
output_format: "json",
project: this.routedProject(project),
}
if (options.find_text) args.find_text = options.find_text
if (options.section) args.section = options.section
if (options.expected_replacements != null)
args.expected_replacements = options.expected_replacements
const payload = await this.callTool("edit_note", args)
if (!isRecord(payload)) {
throw new Error("invalid edit_note response")
}
const title = asString(payload.title)
const permalink = asString(payload.permalink)
const filePath = asString(payload.file_path)
if (!title || !permalink || !filePath) {
throw new Error("invalid edit_note payload")
}
return {
title,
permalink,
file_path: filePath,
operation,
checksum: asString(payload.checksum),
}
}
async deleteNote(
identifier: string,
project?: string,
): Promise<{ title: string; permalink: string; file_path: string }> {
const args: Record<string, unknown> = {
identifier,
output_format: "json",
project: this.routedProject(project),
}
const payload = await this.callTool("delete_note", args)
if (!isRecord(payload)) {
throw new Error("invalid delete_note response")
}
if (payload.deleted !== true) {
throw new Error(`delete_note did not delete "${identifier}"`)
}
return {
title: asString(payload.title) ?? identifier,
permalink: asString(payload.permalink) ?? identifier,
file_path: asString(payload.file_path) ?? identifier,
}
}
async moveNote(
identifier: string,
newFolder: string,
project?: string,
): Promise<NoteResult> {
const args: Record<string, unknown> = {
identifier,
destination_folder: newFolder,
output_format: "json",
project: this.routedProject(project),
}
const payload = await this.callTool("move_note", args)
if (!isRecord(payload)) {
throw new Error("invalid move_note response")
}
if (payload.moved !== true) {
throw new Error(
asString(payload.error) ??
`move_note did not move "${identifier}" to "${newFolder}"`,
)
}
return {
title: asString(payload.title) ?? identifier,
permalink: asString(payload.permalink) ?? identifier,
content: "",
file_path: asString(payload.file_path) ?? "",
}
}
async schemaValidate(
noteType?: string,
identifier?: string,
project?: string,
): Promise<SchemaValidationResult> {
const args: Record<string, unknown> = {
output_format: "json",
project: this.routedProject(project),
}
if (noteType) args.note_type = noteType
if (identifier) args.identifier = identifier
const payload = await this.callTool("schema_validate", args)
if (!isRecord(payload)) {
throw new Error("invalid schema_validate response")
}
return payload as unknown as SchemaValidationResult
}
async schemaInfer(
noteType: string,
threshold = 0.25,
project?: string,
): Promise<SchemaInferResult> {
const args: Record<string, unknown> = {
note_type: noteType,
threshold,
output_format: "json",
project: this.routedProject(project),
}
const payload = await this.callTool("schema_infer", args)
if (!isRecord(payload)) {
throw new Error("invalid schema_infer response")
}
return payload as unknown as SchemaInferResult
}
async schemaDiff(
noteType: string,
project?: string,
): Promise<SchemaDiffResult> {
const args: Record<string, unknown> = {
note_type: noteType,
output_format: "json",
project: this.routedProject(project),
}
const payload = await this.callTool("schema_diff", args)
if (!isRecord(payload)) {
throw new Error("invalid schema_diff response")
}
return payload as unknown as SchemaDiffResult
}
async indexConversation(
userMessage: string,
assistantResponse: string,
): Promise<void> {
const now = new Date()
const dateStr = now.toISOString().split("T")[0]
const timeStr = now.toTimeString().slice(0, 5)
const title = `conversations-${dateStr}`
const entry = [
`### ${timeStr}`,
"",
"**User:**",
userMessage,
"",
"**Assistant:**",
assistantResponse,
"",
"---",
].join("\n")
try {
await this.editNote(title, "append", entry)
log.debug(`appended conversation to: ${title}`)
return
} catch (err) {
if (!isNoteNotFoundError(err)) {
log.error(`conversation append failed: ${getErrorMessage(err)}`, err)
throw err
}
log.debug(
`conversation note missing, will create: ${getErrorMessage(err)}`,
)
}
// Create the note with frontmatter and first entry
const content = [
"---",
`title: Conversations ${dateStr}`,
"type: Conversation",
`date: "${dateStr}"`,
"---",
"",
`# Conversations ${dateStr}`,
"",
entry,
].join("\n")
try {
await this.writeNote(title, content, "conversations")
log.debug(`created conversation note: ${title}`)
} catch (err) {
log.error("conversation index failed", err)
}
}
getProject(): string {
return this.project
}
}
+807
View File
@@ -0,0 +1,807 @@
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"configVersion": 1,
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"@sinclair/typebox": "0.34.47",
},
"devDependencies": {
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"@types/node": "^20.0.0",
"openclaw": "^2026.5.4",
"typescript": "^5.9.3",
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"openclaw": ">=2026.5.2",
},
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import type { OpenClawPluginApi } from "openclaw/plugin-sdk/plugin-entry"
import type { BmClient } from "../bm-client.ts"
import type { BasicMemoryConfig } from "../config.ts"
import { log } from "../logger.ts"
export function registerCli(
api: OpenClawPluginApi,
client: BmClient,
cfg: BasicMemoryConfig,
): void {
api.registerCli(
// biome-ignore lint/suspicious/noExplicitAny: openclaw SDK does not ship types
({ program }: { program: any }) => {
const cmd = program
.command("basic-memory")
.description("Basic Memory knowledge graph commands")
cmd
.command("search")
.argument("<query>", "Search query")
.option("--limit <n>", "Max results", "10")
.action(async (query: string, opts: { limit: string }) => {
const limit = Number.parseInt(opts.limit, 10) || 10
log.debug(`cli search: query="${query}" limit=${limit}`)
const results = await client.search(query, limit)
if (results.length === 0) {
console.log("No notes found.")
return
}
for (const r of results) {
const score = r.score ? ` (${(r.score * 100).toFixed(0)}%)` : ""
console.log(`- ${r.title}${score}`)
if (r.content) {
const preview =
r.content.length > 100
? `${r.content.slice(0, 100)}...`
: r.content
console.log(` ${preview}`)
}
}
})
cmd
.command("read")
.argument("<identifier>", "Note title, permalink, or memory:// URL")
.option("--raw", "Return raw markdown including frontmatter", false)
.action(async (identifier: string, opts: { raw?: boolean }) => {
log.debug(`cli read: identifier="${identifier}"`)
const note = await client.readNote(identifier, {
includeFrontmatter: opts.raw === true,
})
console.log(`# ${note.title}`)
console.log(`permalink: ${note.permalink}`)
console.log(`file: ${note.file_path}`)
console.log("")
console.log(note.content)
})
cmd
.command("edit")
.argument("<identifier>", "Note title, permalink, or memory:// URL")
.requiredOption(
"--operation <operation>",
"Edit operation: append|prepend|find_replace|replace_section",
)
.requiredOption("--content <content>", "Edit content")
.option("--find-text <text>", "Text to find for find_replace")
.option("--section <heading>", "Section heading for replace_section")
.option(
"--expected-replacements <n>",
"Expected replacement count for find_replace",
"1",
)
.action(
async (
identifier: string,
opts: {
operation:
| "append"
| "prepend"
| "find_replace"
| "replace_section"
content: string
findText?: string
section?: string
expectedReplacements: string
},
) => {
const expectedReplacements =
Number.parseInt(opts.expectedReplacements, 10) || 1
log.debug(
`cli edit: identifier="${identifier}" op=${opts.operation} expected_replacements=${expectedReplacements}`,
)
const result = await client.editNote(
identifier,
opts.operation,
opts.content,
{
find_text: opts.findText,
section: opts.section,
expected_replacements: expectedReplacements,
},
)
console.log(`Edited: ${result.title}`)
console.log(`permalink: ${result.permalink}`)
console.log(`file: ${result.file_path}`)
console.log(`operation: ${result.operation}`)
if (result.checksum) {
console.log(`checksum: ${result.checksum}`)
}
},
)
cmd
.command("context")
.argument("<url>", "Memory URL to navigate")
.option("--depth <n>", "Relation hops to follow", "1")
.action(async (url: string, opts: { depth: string }) => {
const depth = Number.parseInt(opts.depth, 10) || 1
log.debug(`cli context: url="${url}" depth=${depth}`)
const ctx = await client.buildContext(url, depth)
if (!ctx.results || ctx.results.length === 0) {
console.log(`No context found for "${url}".`)
return
}
for (const result of ctx.results) {
console.log(`## ${result.primary_result.title}`)
console.log(result.primary_result.content)
console.log("")
}
})
cmd
.command("recent")
.option("--timeframe <t>", "Timeframe (e.g. 24h, 7d)", "24h")
.action(async (opts: { timeframe: string }) => {
log.debug(`cli recent: timeframe="${opts.timeframe}"`)
const results = await client.recentActivity(opts.timeframe)
if (results.length === 0) {
console.log("No recent activity.")
return
}
for (const r of results) {
console.log(`- ${r.title} (${r.permalink})`)
}
})
cmd
.command("status")
.description("Show plugin status")
.action(() => {
console.log(`Project: ${cfg.project}`)
console.log(`Project path: ${cfg.projectPath}`)
console.log(`BM CLI: ${cfg.bmPath}`)
console.log(`Memory dir: ${cfg.memoryDir}`)
console.log(`Memory file: ${cfg.memoryFile}`)
console.log(`Auto-capture: ${cfg.autoCapture}`)
console.log(`Debug: ${cfg.debug}`)
})
},
{ commands: ["basic-memory"] },
)
}
@@ -0,0 +1,125 @@
import { describe, expect, it, jest } from "bun:test"
import type { OpenClawPluginApi } from "openclaw/plugin-sdk/plugin-entry"
import { registerSkillCommands } from "./skills.ts"
describe("skill slash commands", () => {
it("should register all skill commands", () => {
const mockApi = {
registerCommand: jest.fn(),
} as unknown as OpenClawPluginApi
registerSkillCommands(mockApi)
const callCount = (mockApi.registerCommand as jest.MockedFunction<any>).mock
.calls.length
expect(callCount).toBeGreaterThanOrEqual(9)
const names = (
mockApi.registerCommand as jest.MockedFunction<any>
).mock.calls.map((call: any[]) => call[0].name)
expect(names).toEqual(
expect.arrayContaining([
"tasks",
"reflect",
"defrag",
"schema",
"notes",
"metadata-search",
"lifecycle",
"ingest",
"research",
]),
)
})
it("should set correct metadata on each command", () => {
const mockApi = {
registerCommand: jest.fn(),
} as unknown as OpenClawPluginApi
registerSkillCommands(mockApi)
for (const call of (mockApi.registerCommand as jest.MockedFunction<any>)
.mock.calls) {
const cmd = call[0]
expect(cmd.acceptsArgs).toBe(true)
expect(cmd.requireAuth).toBe(true)
expect(typeof cmd.description).toBe("string")
expect(cmd.description.length).toBeGreaterThan(0)
}
})
describe("handler behavior", () => {
let commands: Record<string, any>
function setup(): void {
commands = {}
const mockApi = {
registerCommand: jest.fn((cmd: any) => {
commands[cmd.name] = cmd
}),
} as unknown as OpenClawPluginApi
registerSkillCommands(mockApi)
}
it("should return skill content without prefix when no args", async () => {
setup()
const result = await commands.tasks.handler({})
expect(result.text).toStartWith("Follow this workflow:\n\n")
expect(result.text).toContain("# Memory Tasks")
})
it("should return skill content with empty args trimmed", async () => {
setup()
const result = await commands.reflect.handler({ args: " " })
expect(result.text).toStartWith("Follow this workflow:\n\n")
expect(result.text).toContain("# Memory Reflect")
})
it("should prepend user request when args provided", async () => {
setup()
const result = await commands.defrag.handler({
args: "clean up old tasks",
})
expect(result.text).toStartWith(
"User request: clean up old tasks\n\nFollow this workflow:\n\n",
)
expect(result.text).toContain("# Memory Defrag")
})
it("should include full skill content for each command", async () => {
setup()
const tasksResult = await commands.tasks.handler({})
expect(tasksResult.text).toContain("## Task Schema")
const reflectResult = await commands.reflect.handler({})
expect(reflectResult.text).toContain("## When to Run")
const defragResult = await commands.defrag.handler({})
expect(defragResult.text).toContain("## When to Run")
const schemaResult = await commands.schema.handler({})
expect(schemaResult.text).toContain("## Picoschema Syntax Reference")
const notesResult = await commands.notes.handler({})
expect(notesResult.text).toContain("## Note Anatomy")
const metadataResult = await commands["metadata-search"].handler({})
expect(metadataResult.text).toContain("## Filter Syntax")
const lifecycleResult = await commands.lifecycle.handler({})
expect(lifecycleResult.text).toContain("# Memory Lifecycle")
const ingestResult = await commands.ingest.handler({})
expect(ingestResult.text).toContain("# Memory Ingest")
const researchResult = await commands.research.handler({})
expect(researchResult.text).toContain("# Memory Research")
})
})
})
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import { existsSync, readFileSync } from "node:fs"
import { dirname, resolve } from "node:path"
import { fileURLToPath } from "node:url"
import type { OpenClawPluginApi } from "openclaw/plugin-sdk/plugin-entry"
const __dirname = dirname(fileURLToPath(import.meta.url))
interface ManifestEntry {
dir: string
name: string
description: string
}
function resolveSkillsDir(api: OpenClawPluginApi): string {
if (api.resolvePath) {
return api.resolvePath("skills")
}
const sourceRootSkills = resolve(__dirname, "..", "skills")
if (existsSync(sourceRootSkills)) {
return sourceRootSkills
}
return resolve(__dirname, "..", "..", "skills")
}
function loadManifest(skillsDir: string): ManifestEntry[] {
try {
const raw = readFileSync(resolve(skillsDir, "manifest.json"), "utf-8")
return JSON.parse(raw) as ManifestEntry[]
} catch {
throw new Error(
"skills/manifest.json not found. Run `bun scripts/fetch-skills.ts` first.",
)
}
}
function loadSkill(skillsDir: string, dir: string): string {
return readFileSync(resolve(skillsDir, dir, "SKILL.md"), "utf-8")
}
export function registerSkillCommands(api: OpenClawPluginApi): void {
const skillsDir = resolveSkillsDir(api)
const manifest = loadManifest(skillsDir)
for (const entry of manifest) {
const commandName = entry.dir.replace(/^memory-/, "")
const content = loadSkill(skillsDir, entry.dir)
api.registerCommand({
name: commandName,
description: entry.description,
acceptsArgs: true,
requireAuth: true,
handler: async (ctx: { args?: string }) => {
const args = ctx.args?.trim()
const prefix = args
? `User request: ${args}\n\nFollow this workflow:\n\n`
: "Follow this workflow:\n\n"
return { text: prefix + content }
},
})
}
}
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import { execSync } from "node:child_process"
import { dirname, resolve } from "node:path"
import { fileURLToPath } from "node:url"
import type { OpenClawPluginApi } from "openclaw/plugin-sdk/plugin-entry"
import type { BmClient } from "../bm-client.ts"
import { log } from "../logger.ts"
const __dirname = dirname(fileURLToPath(import.meta.url))
export function registerCommands(
api: OpenClawPluginApi,
client: BmClient,
): void {
api.registerCommand({
name: "bm-setup",
description: "Install or update the Basic Memory CLI (requires uv)",
requireAuth: true,
handler: async () => {
const scriptPath = api.resolvePath
? api.resolvePath("scripts/setup-bm.sh")
: resolve(__dirname, "..", "scripts", "setup-bm.sh")
log.info(`/bm-setup: running ${scriptPath}`)
try {
const output = execSync(`bash "${scriptPath}"`, {
encoding: "utf-8",
timeout: 180_000,
stdio: "pipe",
env: { ...process.env },
})
return { text: output.trim() }
} catch (err: unknown) {
const execErr = err as { stderr?: string; stdout?: string }
const detail = execErr.stderr || execErr.stdout || String(err)
log.error("/bm-setup failed", err)
return {
text: `Setup failed:\n${detail.trim()}`,
}
}
},
})
api.registerCommand({
name: "remember",
description: "Save something to the Basic Memory knowledge graph",
acceptsArgs: true,
requireAuth: true,
handler: async (ctx: { args?: string }) => {
const text = ctx.args?.trim()
if (!text) {
return { text: "Usage: /remember <text to save as a note>" }
}
log.debug(`/remember: "${text.slice(0, 50)}"`)
try {
const title = text.length > 60 ? text.slice(0, 60) : text
await client.writeNote(title, text, "agent/memories")
const preview = text.length > 60 ? `${text.slice(0, 60)}...` : text
return { text: `Remembered: "${preview}"` }
} catch (err) {
log.error("/remember failed", err)
return {
text: "Failed to save memory. Is Basic Memory running?",
}
}
},
})
api.registerCommand({
name: "recall",
description: "Search the Basic Memory knowledge graph",
acceptsArgs: true,
requireAuth: true,
handler: async (ctx: { args?: string }) => {
const query = ctx.args?.trim()
if (!query) {
return { text: "Usage: /recall <search query>" }
}
log.debug(`/recall: "${query}"`)
try {
const results = await client.search(query, 5)
if (results.length === 0) {
return { text: `No notes found for: "${query}"` }
}
const lines = results.map((r, i) => {
const score = r.score ? ` (${(r.score * 100).toFixed(0)}%)` : ""
return `${i + 1}. ${r.title}${score}`
})
return {
text: `Found ${results.length} notes:\n\n${lines.join("\n")}`,
}
} catch (err) {
log.error("/recall failed", err)
return {
text: "Failed to search. Is Basic Memory running?",
}
}
},
})
}
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import { describe, expect, it } from "bun:test"
import { homedir } from "node:os"
import { parseConfig, resolveProjectPath } from "./config.ts"
describe("config", () => {
describe("parseConfig", () => {
it("should return default config for empty input", () => {
const config = parseConfig(undefined)
expect(config.bmPath).toBe("bm")
expect(config.memoryDir).toBe("memory/")
expect(config.memoryFile).toBe("MEMORY.md")
expect(config.autoCapture).toBe(true)
expect(config.captureMinChars).toBe(10)
expect(config.autoRecall).toBe(true)
expect(config.recallPrompt).toContain("Check for active tasks")
expect(config.debug).toBe(false)
expect(config.project).toMatch(/^openclaw-/)
expect(config.projectPath).toBe(".")
})
it("should return default config for null input", () => {
const config = parseConfig(null)
expect(config.memoryDir).toBe("memory/")
})
it("should return default config for non-object input", () => {
expect(parseConfig("string").memoryDir).toBe("memory/")
expect(parseConfig(123).memoryDir).toBe("memory/")
expect(parseConfig([]).memoryDir).toBe("memory/")
})
it("should use provided project name", () => {
const config = parseConfig({ project: "my-custom-project" })
expect(config.project).toBe("my-custom-project")
})
it("should use default project for empty string", () => {
const config = parseConfig({ project: "" })
expect(config.project).toMatch(/^openclaw-/)
})
it("should use provided bmPath", () => {
const config = parseConfig({ bmPath: "/custom/path/to/bm" })
expect(config.bmPath).toBe("/custom/path/to/bm")
})
it("should use provided memoryDir", () => {
const config = parseConfig({ memoryDir: "notes/" })
expect(config.memoryDir).toBe("notes/")
})
it("should support snake_case memory_dir", () => {
const config = parseConfig({ memory_dir: "notes/" })
expect(config.memoryDir).toBe("notes/")
})
it("should use provided memoryFile", () => {
const config = parseConfig({ memoryFile: "MY_MEMORY.md" })
expect(config.memoryFile).toBe("MY_MEMORY.md")
})
it("should support snake_case memory_file", () => {
const config = parseConfig({ memory_file: "MY_MEMORY.md" })
expect(config.memoryFile).toBe("MY_MEMORY.md")
})
it("should use provided projectPath", () => {
const config = parseConfig({ projectPath: "/custom/project/path" })
expect(config.projectPath).toBe("/custom/project/path")
})
it("should default projectPath to workspace root", () => {
const config = parseConfig({ memoryDir: "notes/" })
expect(config.projectPath).toBe(".")
})
it("should use provided autoCapture", () => {
expect(parseConfig({ autoCapture: false }).autoCapture).toBe(false)
expect(parseConfig({ autoCapture: true }).autoCapture).toBe(true)
})
it("should use provided debug flag", () => {
expect(parseConfig({ debug: true }).debug).toBe(true)
expect(parseConfig({ debug: false }).debug).toBe(false)
})
it("should use provided captureMinChars", () => {
expect(parseConfig({ captureMinChars: 25 }).captureMinChars).toBe(25)
expect(parseConfig({ captureMinChars: 0 }).captureMinChars).toBe(0)
})
it("should support snake_case capture_min_chars", () => {
expect(parseConfig({ capture_min_chars: 50 }).captureMinChars).toBe(50)
})
it("should default captureMinChars for non-number input", () => {
expect(parseConfig({ captureMinChars: "abc" }).captureMinChars).toBe(10)
expect(parseConfig({ captureMinChars: -5 }).captureMinChars).toBe(10)
})
it("should use provided autoRecall", () => {
expect(parseConfig({ autoRecall: false }).autoRecall).toBe(false)
expect(parseConfig({ autoRecall: true }).autoRecall).toBe(true)
})
it("should support snake_case auto_recall", () => {
expect(parseConfig({ auto_recall: false }).autoRecall).toBe(false)
})
it("should default autoRecall to true", () => {
expect(parseConfig({}).autoRecall).toBe(true)
})
it("should use provided recallPrompt", () => {
const config = parseConfig({ recallPrompt: "Custom prompt" })
expect(config.recallPrompt).toBe("Custom prompt")
})
it("should support snake_case recall_prompt", () => {
const config = parseConfig({ recall_prompt: "Custom snake" })
expect(config.recallPrompt).toBe("Custom snake")
})
it("should default recallPrompt for empty string", () => {
const config = parseConfig({ recallPrompt: "" })
expect(config.recallPrompt).toContain("Check for active tasks")
})
it("should reject cloud config", () => {
expect(() =>
parseConfig({
cloud: {
url: "https://cloud.basicmemory.com",
api_key: "test-key",
},
}),
).toThrow("basic-memory config has unknown keys: cloud")
})
it("should throw error for unknown config keys", () => {
expect(() => parseConfig({ unknownKey: "value" })).toThrow(
"basic-memory config has unknown keys: unknownKey",
)
})
it("should handle complete config object", () => {
const config = parseConfig({
project: "test-project",
bmPath: "/usr/bin/bm",
memoryDir: "notes/",
memoryFile: "NOTES.md",
projectPath: "/tmp/test-project",
autoCapture: false,
debug: true,
})
expect(config.project).toBe("test-project")
expect(config.memoryDir).toBe("notes/")
expect(config.memoryFile).toBe("NOTES.md")
})
it("should not throw for empty config", () => {
expect(() => parseConfig({})).not.toThrow()
})
})
describe("resolveProjectPath", () => {
it("resolves relative projectPath against workspace", () => {
expect(resolveProjectPath("memory/", "/tmp/workspace")).toBe(
"/tmp/workspace/memory",
)
})
it("expands tilde paths", () => {
expect(resolveProjectPath("~/memory", "/tmp/workspace")).toBe(
`${homedir()}/memory`,
)
})
it("keeps absolute paths unchanged", () => {
expect(resolveProjectPath("/var/data/memory", "/tmp/workspace")).toBe(
"/var/data/memory",
)
})
})
})
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import { homedir, hostname } from "node:os"
import { isAbsolute, resolve } from "node:path"
export type BasicMemoryConfig = {
project: string
bmPath: string
memoryDir: string
memoryFile: string
projectPath: string
autoCapture: boolean
captureMinChars: number
autoRecall: boolean
recallPrompt: string
debug: boolean
}
const ALLOWED_KEYS = [
"project",
"bmPath",
"memoryDir",
"memory_dir",
"memoryFile",
"memory_file",
"projectPath",
"autoCapture",
"captureMinChars",
"capture_min_chars",
"autoRecall",
"auto_recall",
"recallPrompt",
"recall_prompt",
"debug",
]
function assertAllowedKeys(
value: Record<string, unknown>,
allowed: string[],
label: string,
): void {
const unknown = Object.keys(value).filter((k) => !allowed.includes(k))
if (unknown.length > 0) {
throw new Error(`${label} has unknown keys: ${unknown.join(", ")}`)
}
}
function defaultProject(): string {
return `openclaw-${hostname()
.replace(/[^a-zA-Z0-9-]/g, "-")
.toLowerCase()}`
}
function expandUserPath(path: string): string {
if (path === "~") return homedir()
if (path.startsWith("~/")) return `${homedir()}/${path.slice(2)}`
return path
}
export function resolveProjectPath(
projectPath: string,
workspaceDir: string,
): string {
const expanded = expandUserPath(projectPath)
if (isAbsolute(expanded)) return expanded
return resolve(workspaceDir, expanded)
}
export function parseConfig(raw: unknown): BasicMemoryConfig {
const cfg =
raw && typeof raw === "object" && !Array.isArray(raw)
? (raw as Record<string, unknown>)
: {}
if (Object.keys(cfg).length > 0) {
assertAllowedKeys(cfg, ALLOWED_KEYS, "basic-memory config")
}
// Support both camelCase and snake_case for memory_dir / memory_file
const memoryDir =
typeof cfg.memoryDir === "string" && cfg.memoryDir.length > 0
? cfg.memoryDir
: typeof cfg.memory_dir === "string" &&
(cfg.memory_dir as string).length > 0
? (cfg.memory_dir as string)
: "memory/"
const memoryFile =
typeof cfg.memoryFile === "string" && cfg.memoryFile.length > 0
? cfg.memoryFile
: typeof cfg.memory_file === "string" &&
(cfg.memory_file as string).length > 0
? (cfg.memory_file as string)
: "MEMORY.md"
return {
project:
typeof cfg.project === "string" && cfg.project.length > 0
? cfg.project
: defaultProject(),
projectPath:
typeof cfg.projectPath === "string" && cfg.projectPath.length > 0
? cfg.projectPath
: ".",
bmPath:
typeof cfg.bmPath === "string" && cfg.bmPath.length > 0
? cfg.bmPath
: "bm",
memoryDir,
memoryFile,
autoCapture: typeof cfg.autoCapture === "boolean" ? cfg.autoCapture : true,
captureMinChars:
typeof cfg.captureMinChars === "number" && cfg.captureMinChars >= 0
? cfg.captureMinChars
: typeof cfg.capture_min_chars === "number" &&
(cfg.capture_min_chars as number) >= 0
? (cfg.capture_min_chars as number)
: 10,
autoRecall:
typeof cfg.autoRecall === "boolean"
? cfg.autoRecall
: typeof cfg.auto_recall === "boolean"
? (cfg.auto_recall as boolean)
: true,
recallPrompt:
typeof cfg.recallPrompt === "string" && cfg.recallPrompt.length > 0
? cfg.recallPrompt
: typeof cfg.recall_prompt === "string" &&
(cfg.recall_prompt as string).length > 0
? (cfg.recall_prompt as string)
: "Check for active tasks and recent activity. Summarize anything relevant to the current session.",
debug: typeof cfg.debug === "boolean" ? cfg.debug : false,
}
}
export const basicMemoryConfigSchema = {
parse: parseConfig,
}
@@ -0,0 +1,400 @@
import { beforeEach, describe, expect, it, jest } from "bun:test"
import type { ContextEngine } from "openclaw/plugin-sdk"
import type { BmClient } from "../bm-client.ts"
import type { BasicMemoryConfig } from "../config.ts"
import {
BasicMemoryContextEngine,
MAX_ASSEMBLE_RECALL_CHARS,
} from "./basic-memory-context-engine.ts"
type AgentMessage = Parameters<ContextEngine["assemble"]>[0]["messages"][number]
function makeConfig(overrides?: Partial<BasicMemoryConfig>): BasicMemoryConfig {
return {
project: "test-project",
bmPath: "bm",
memoryDir: "memory/",
memoryFile: "MEMORY.md",
projectPath: "/tmp/test-project",
autoCapture: true,
captureMinChars: 10,
autoRecall: true,
recallPrompt:
"Check for active tasks and recent activity. Summarize anything relevant to the current session.",
debug: false,
...overrides,
}
}
function makeMessages(
messages: Array<Record<string, unknown>>,
): AgentMessage[] {
return messages as AgentMessage[]
}
describe("BasicMemoryContextEngine", () => {
let mockClient: {
search: jest.Mock
recentActivity: jest.Mock
indexConversation: jest.Mock
writeNote: jest.Mock
editNote: jest.Mock
deleteNote: jest.Mock
}
beforeEach(() => {
mockClient = {
search: jest.fn().mockResolvedValue([
{
title: "Fix auth rollout",
permalink: "fix-auth-rollout",
content: "Continue staging verification for auth rollout.",
file_path: "memory/tasks/fix-auth-rollout.md",
},
]),
recentActivity: jest.fn().mockResolvedValue([
{
title: "API review",
permalink: "api-review",
file_path: "memory/api-review.md",
created_at: "2026-03-09T12:00:00Z",
},
]),
indexConversation: jest.fn().mockResolvedValue(undefined),
writeNote: jest.fn().mockResolvedValue({
title: "subagent-handoff-agent-test-subagent-child-1",
permalink:
"agent/subagents/subagent-handoff-agent-test-subagent-child-1",
file_path:
"memory/agent/subagents/subagent-handoff-agent-test-subagent-child-1.md",
content: "",
}),
editNote: jest.fn().mockResolvedValue({
title: "subagent-handoff-agent-test-subagent-child-1",
permalink:
"agent/subagents/subagent-handoff-agent-test-subagent-child-1",
file_path:
"memory/agent/subagents/subagent-handoff-agent-test-subagent-child-1.md",
operation: "append",
}),
deleteNote: jest.fn().mockResolvedValue({
title: "subagent-handoff-agent-test-subagent-child-1",
permalink:
"agent/subagents/subagent-handoff-agent-test-subagent-child-1",
file_path:
"memory/agent/subagents/subagent-handoff-agent-test-subagent-child-1.md",
}),
}
})
it("bootstraps recall state from active tasks and recent activity", async () => {
const engine = new BasicMemoryContextEngine(
mockClient as unknown as BmClient,
makeConfig(),
)
await expect(
engine.bootstrap({
sessionId: "session-1",
sessionFile: "/tmp/session-1.jsonl",
}),
).resolves.toEqual({ bootstrapped: true })
expect(mockClient.search).toHaveBeenCalledWith(undefined, 5, undefined, {
note_types: ["Task"],
status: "active",
})
expect(mockClient.recentActivity).toHaveBeenCalledWith("1d")
})
it("skips bootstrap when recall is disabled", async () => {
const engine = new BasicMemoryContextEngine(
mockClient as unknown as BmClient,
makeConfig({ autoRecall: false }),
)
await expect(
engine.bootstrap({
sessionId: "session-2",
sessionFile: "/tmp/session-2.jsonl",
}),
).resolves.toEqual({
bootstrapped: false,
reason: "autoRecall disabled",
})
const result = await engine.assemble({
sessionId: "session-2",
messages: makeMessages([{ role: "user", content: "hello" }]),
})
expect(result).toEqual({
messages: makeMessages([{ role: "user", content: "hello" }]),
estimatedTokens: 0,
})
})
it("injects bounded BM recall during assemble when bootstrap found context", async () => {
const engine = new BasicMemoryContextEngine(
mockClient as unknown as BmClient,
makeConfig(),
)
await engine.bootstrap({
sessionId: "session-assemble",
sessionFile: "/tmp/session-assemble.jsonl",
})
const result = await engine.assemble({
sessionId: "session-assemble",
messages: makeMessages([{ role: "user", content: "hello" }]),
})
expect(result.messages).toEqual(
makeMessages([{ role: "user", content: "hello" }]),
)
expect(result.systemPromptAddition).toContain("## Active Tasks")
expect(result.systemPromptAddition).toContain("Fix auth rollout")
expect(result.systemPromptAddition).toContain("## Recent Activity")
expect(result.systemPromptAddition).toContain("API review")
})
it("returns a no-op bootstrap result when there is no recall context", async () => {
mockClient.search.mockResolvedValue([])
mockClient.recentActivity.mockResolvedValue([])
const engine = new BasicMemoryContextEngine(
mockClient as unknown as BmClient,
makeConfig(),
)
await expect(
engine.bootstrap({
sessionId: "session-3",
sessionFile: "/tmp/session-3.jsonl",
}),
).resolves.toEqual({
bootstrapped: false,
reason: "no recall context found",
})
const result = await engine.assemble({
sessionId: "session-3",
messages: makeMessages([{ role: "user", content: "hello" }]),
})
expect(result).toEqual({
messages: makeMessages([{ role: "user", content: "hello" }]),
estimatedTokens: 0,
})
})
it("keeps assemble recall stable and within the hard bound", async () => {
mockClient.search.mockResolvedValue([
{
title: "Long task",
permalink: "long-task",
content: "A".repeat(4000),
file_path: "memory/tasks/long-task.md",
},
])
mockClient.recentActivity.mockResolvedValue([
{
title: "Long recent item",
permalink: "long-recent-item",
file_path: "memory/long-recent-item.md",
created_at: "2026-03-09T12:00:00Z",
},
])
const engine = new BasicMemoryContextEngine(
mockClient as unknown as BmClient,
makeConfig({
recallPrompt: "P".repeat(4000),
}),
)
await engine.bootstrap({
sessionId: "session-bounded",
sessionFile: "/tmp/session-bounded.jsonl",
})
const first = await engine.assemble({
sessionId: "session-bounded",
messages: makeMessages([{ role: "user", content: "hello" }]),
})
const second = await engine.assemble({
sessionId: "session-bounded",
messages: makeMessages([{ role: "user", content: "hello" }]),
})
expect(first.systemPromptAddition).toBeDefined()
expect(first.systemPromptAddition?.length).toBeLessThanOrEqual(
MAX_ASSEMBLE_RECALL_CHARS,
)
expect(first.systemPromptAddition).toContain(
"[Basic Memory recall truncated]",
)
expect(second.systemPromptAddition).toBe(first.systemPromptAddition)
})
it("creates a parent-to-child BM handoff note on subagent spawn", async () => {
const engine = new BasicMemoryContextEngine(
mockClient as unknown as BmClient,
makeConfig(),
)
await engine.bootstrap({
sessionId: "parent-session",
sessionFile: "/tmp/parent-session.jsonl",
})
const preparation = await engine.prepareSubagentSpawn({
parentSessionKey: "parent-session",
childSessionKey: "agent:test:subagent:child-1",
})
expect(preparation).toBeDefined()
expect(mockClient.writeNote).toHaveBeenCalledWith(
"subagent-handoff-agent-test-subagent-child-1",
expect.stringContaining("## Parent Basic Memory Context"),
"agent/subagents",
)
})
it("rolls back the handoff note when subagent spawn fails after preparation", async () => {
const engine = new BasicMemoryContextEngine(
mockClient as unknown as BmClient,
makeConfig(),
)
const preparation = await engine.prepareSubagentSpawn({
parentSessionKey: "parent-session",
childSessionKey: "agent:test:subagent:child-rollback",
})
expect(preparation).toBeDefined()
await preparation?.rollback()
expect(mockClient.deleteNote).toHaveBeenCalledWith(
"agent/subagents/subagent-handoff-agent-test-subagent-child-1",
)
})
it("appends completion details to the handoff note when a child session completes", async () => {
const engine = new BasicMemoryContextEngine(
mockClient as unknown as BmClient,
makeConfig(),
)
await engine.prepareSubagentSpawn({
parentSessionKey: "parent-session",
childSessionKey: "agent:test:subagent:child-complete",
})
await engine.onSubagentEnded({
childSessionKey: "agent:test:subagent:child-complete",
reason: "completed",
})
expect(mockClient.editNote).toHaveBeenCalledWith(
"agent/subagents/subagent-handoff-agent-test-subagent-child-1",
"append",
expect.stringContaining("Reason: completed"),
)
expect(mockClient.editNote).toHaveBeenCalledWith(
"agent/subagents/subagent-handoff-agent-test-subagent-child-1",
"append",
expect.stringContaining(
"Durable conversation capture continues through the normal afterTurn path.",
),
)
})
it("handles deleted, released, and swept child endings without errors", async () => {
const reasons = ["deleted", "released", "swept"] as const
for (const reason of reasons) {
const engine = new BasicMemoryContextEngine(
mockClient as unknown as BmClient,
makeConfig(),
)
await engine.prepareSubagentSpawn({
parentSessionKey: "parent-session",
childSessionKey: `agent:test:subagent:${reason}`,
})
await expect(
engine.onSubagentEnded({
childSessionKey: `agent:test:subagent:${reason}`,
reason,
}),
).resolves.toBeUndefined()
}
expect(mockClient.editNote).toHaveBeenCalledTimes(3)
})
it("captures only the current turn after prePromptMessageCount", async () => {
const engine = new BasicMemoryContextEngine(
mockClient as unknown as BmClient,
makeConfig(),
)
await engine.afterTurn({
sessionId: "session-4",
sessionFile: "/tmp/session-4.jsonl",
prePromptMessageCount: 2,
messages: makeMessages([
{ role: "user", content: "Old question" },
{ role: "assistant", content: "Old answer" },
{ role: "user", content: "Current question with enough detail" },
{ role: "assistant", content: "Current answer with enough detail" },
]),
})
expect(mockClient.indexConversation).toHaveBeenCalledWith(
"Current question with enough detail",
"Current answer with enough detail",
)
})
it("respects captureMinChars for afterTurn capture", async () => {
const engine = new BasicMemoryContextEngine(
mockClient as unknown as BmClient,
makeConfig({ captureMinChars: 50 }),
)
await engine.afterTurn({
sessionId: "session-5",
sessionFile: "/tmp/session-5.jsonl",
prePromptMessageCount: 0,
messages: makeMessages([
{ role: "user", content: "short" },
{ role: "assistant", content: "tiny" },
]),
})
expect(mockClient.indexConversation).not.toHaveBeenCalled()
})
it("swallows capture failures in afterTurn", async () => {
mockClient.indexConversation.mockRejectedValue(new Error("BM down"))
const engine = new BasicMemoryContextEngine(
mockClient as unknown as BmClient,
makeConfig(),
)
await expect(
engine.afterTurn({
sessionId: "session-6",
sessionFile: "/tmp/session-6.jsonl",
prePromptMessageCount: 0,
messages: makeMessages([
{ role: "user", content: "Current question with enough detail" },
{ role: "assistant", content: "Current answer with enough detail" },
]),
}),
).resolves.toBeUndefined()
})
})
@@ -0,0 +1,262 @@
import type {
AssembleResult,
BootstrapResult,
CompactResult,
ContextEngine,
SubagentSpawnPreparation,
} from "openclaw/plugin-sdk"
import { delegateCompactionToRuntime } from "openclaw/plugin-sdk/core"
import type { BmClient } from "../bm-client.ts"
import type { BasicMemoryConfig } from "../config.ts"
import { selectCaptureTurn } from "../hooks/capture.ts"
import { loadRecallState } from "../hooks/recall.ts"
import { log } from "../logger.ts"
export const MAX_ASSEMBLE_RECALL_CHARS = 1200
const TRUNCATED_RECALL_SUFFIX = "\n\n[Basic Memory recall truncated]"
const SUBAGENT_HANDOFF_FOLDER = "agent/subagents"
const MAX_SUBAGENT_RECALL_CHARS = 800
type BootstrapParams = Parameters<NonNullable<ContextEngine["bootstrap"]>>[0]
type AssembleParams = Parameters<ContextEngine["assemble"]>[0]
type AfterTurnParams = Parameters<NonNullable<ContextEngine["afterTurn"]>>[0]
type CompactParams = Parameters<ContextEngine["compact"]>[0]
type PrepareSubagentSpawnParams = Parameters<
NonNullable<ContextEngine["prepareSubagentSpawn"]>
>[0]
type OnSubagentEndedParams = Parameters<
NonNullable<ContextEngine["onSubagentEnded"]>
>[0]
interface SessionMemoryState {
recallContext: string
}
interface SubagentHandoffState {
noteIdentifier: string
noteTitle: string
parentSessionKey: string
}
function boundRecallContext(context: string): string {
if (context.length <= MAX_ASSEMBLE_RECALL_CHARS) {
return context
}
const trimmed = context
.slice(
0,
Math.max(0, MAX_ASSEMBLE_RECALL_CHARS - TRUNCATED_RECALL_SUFFIX.length),
)
.trimEnd()
return `${trimmed}${TRUNCATED_RECALL_SUFFIX}`
}
function slugifySessionKey(sessionKey: string): string {
return sessionKey
.toLowerCase()
.replace(/[^a-z0-9]+/g, "-")
.replace(/^-+|-+$/g, "")
.slice(0, 80)
}
function buildSubagentNoteTitle(childSessionKey: string): string {
return `subagent-handoff-${slugifySessionKey(childSessionKey)}`
}
function buildSubagentHandoffContent(params: {
parentSessionKey: string
childSessionKey: string
recallContext?: string
}): string {
const sections = [
"# Subagent Handoff",
"",
"## Sessions",
`- Parent: ${params.parentSessionKey}`,
`- Child: ${params.childSessionKey}`,
"",
"## Lifecycle",
`- Spawned: ${new Date().toISOString()}`,
]
if (params.recallContext) {
sections.push(
"",
"## Parent Basic Memory Context",
params.recallContext.slice(0, MAX_SUBAGENT_RECALL_CHARS).trimEnd(),
)
}
return sections.join("\n")
}
function buildSubagentCompletionUpdate(params: {
childSessionKey: string
reason: "deleted" | "completed" | "swept" | "released"
}): string {
const statusLine =
params.reason === "completed"
? "Child run completed. Durable conversation capture continues through the normal afterTurn path."
: `Child run ended with reason: ${params.reason}.`
return [
"",
"## Completion",
`- Child: ${params.childSessionKey}`,
`- Ended: ${new Date().toISOString()}`,
`- Reason: ${params.reason}`,
"",
statusLine,
].join("\n")
}
export class BasicMemoryContextEngine implements ContextEngine {
readonly info = {
id: "openclaw-basic-memory",
name: "Basic Memory Context Engine",
version: "0.1.5",
ownsCompaction: false,
} as const
private readonly sessionState = new Map<string, SessionMemoryState>()
private readonly subagentState = new Map<string, SubagentHandoffState>()
constructor(
private readonly client: BmClient,
private readonly cfg: BasicMemoryConfig,
) {}
async bootstrap(params: BootstrapParams): Promise<BootstrapResult> {
if (!this.cfg.autoRecall) {
this.sessionState.delete(params.sessionId)
return { bootstrapped: false, reason: "autoRecall disabled" }
}
try {
const recall = await loadRecallState(this.client, this.cfg)
if (!recall) {
this.sessionState.delete(params.sessionId)
return { bootstrapped: false, reason: "no recall context found" }
}
this.sessionState.set(params.sessionId, {
recallContext: boundRecallContext(recall.context),
})
log.debug(
`context-engine bootstrap: session=${params.sessionId} tasks=${recall.tasks.length} recent=${recall.recent.length}`,
)
return { bootstrapped: true }
} catch (err) {
this.sessionState.delete(params.sessionId)
log.error("context-engine bootstrap failed", err)
return { bootstrapped: false, reason: "recall failed" }
}
}
async ingest(): Promise<{ ingested: boolean }> {
return { ingested: false }
}
async assemble(params: AssembleParams): Promise<AssembleResult> {
const state = this.sessionState.get(params.sessionId)
return {
messages: params.messages,
estimatedTokens: 0,
systemPromptAddition: state?.recallContext,
}
}
async afterTurn(params: AfterTurnParams): Promise<void> {
if (!this.cfg.autoCapture) return
const newMessages = params.messages.slice(params.prePromptMessageCount)
const turn =
selectCaptureTurn(newMessages, this.cfg.captureMinChars) ??
selectCaptureTurn(params.messages, this.cfg.captureMinChars)
if (!turn) return
log.debug(
`context-engine afterTurn: session=${params.sessionId} user=${turn.userText.length} assistant=${turn.assistantText.length}`,
)
try {
await this.client.indexConversation(turn.userText, turn.assistantText)
} catch (err) {
log.error("context-engine capture failed", err)
}
}
async compact(params: CompactParams): Promise<CompactResult> {
return delegateCompactionToRuntime(params)
}
async prepareSubagentSpawn(
params: PrepareSubagentSpawnParams,
): Promise<SubagentSpawnPreparation | undefined> {
const parentState = this.sessionState.get(params.parentSessionKey)
const noteTitle = buildSubagentNoteTitle(params.childSessionKey)
try {
const note = await this.client.writeNote(
noteTitle,
buildSubagentHandoffContent({
parentSessionKey: params.parentSessionKey,
childSessionKey: params.childSessionKey,
recallContext: parentState?.recallContext,
}),
SUBAGENT_HANDOFF_FOLDER,
)
this.subagentState.set(params.childSessionKey, {
noteIdentifier: note.permalink,
noteTitle: note.title,
parentSessionKey: params.parentSessionKey,
})
return {
rollback: async () => {
const handoff = this.subagentState.get(params.childSessionKey)
this.subagentState.delete(params.childSessionKey)
if (!handoff) return
try {
await this.client.deleteNote(handoff.noteIdentifier)
} catch (err) {
log.error("context-engine subagent rollback failed", err)
}
},
}
} catch (err) {
log.error("context-engine prepareSubagentSpawn failed", err)
return undefined
}
}
async onSubagentEnded(params: OnSubagentEndedParams): Promise<void> {
const handoff = this.subagentState.get(params.childSessionKey)
if (!handoff) return
this.subagentState.delete(params.childSessionKey)
try {
await this.client.editNote(
handoff.noteIdentifier,
"append",
buildSubagentCompletionUpdate(params),
)
} catch (err) {
log.error("context-engine onSubagentEnded failed", err)
}
}
async dispose(): Promise<void> {
this.sessionState.clear()
this.subagentState.clear()
}
}
+244
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@@ -0,0 +1,244 @@
import { beforeEach, describe, expect, it, jest } from "bun:test"
import type { BmClient } from "../bm-client.ts"
import type { BasicMemoryConfig } from "../config.ts"
import { buildCaptureHandler } from "./capture.ts"
describe("capture hook", () => {
let mockClient: { indexConversation: jest.Mock }
let mockConfig: BasicMemoryConfig
beforeEach(() => {
mockClient = {
indexConversation: jest.fn().mockResolvedValue(undefined),
}
mockConfig = {
project: "test-project",
bmPath: "/usr/bin/bm",
memoryDir: "memory/",
memoryFile: "MEMORY.md",
projectPath: "/tmp/test",
autoCapture: true,
captureMinChars: 10,
autoRecall: true,
recallPrompt: "Check for active tasks and recent activity.",
debug: false,
}
})
describe("buildCaptureHandler", () => {
it("should return a function", () => {
const handler = buildCaptureHandler(
mockClient as unknown as BmClient,
mockConfig,
)
expect(typeof handler).toBe("function")
})
})
describe("capture handler execution", () => {
let captureHandler: Function
beforeEach(() => {
captureHandler = buildCaptureHandler(
mockClient as unknown as BmClient,
mockConfig,
)
})
it("should ignore events without success", async () => {
await captureHandler({
success: false,
messages: [
{ role: "user", content: "Hello" },
{ role: "assistant", content: "Hi there" },
],
})
expect(mockClient.indexConversation).not.toHaveBeenCalled()
})
it("should ignore events without messages", async () => {
await captureHandler({ success: true })
expect(mockClient.indexConversation).not.toHaveBeenCalled()
})
it("should ignore events with non-array messages", async () => {
await captureHandler({ success: true, messages: "not an array" })
expect(mockClient.indexConversation).not.toHaveBeenCalled()
})
it("should ignore events with empty messages", async () => {
await captureHandler({ success: true, messages: [] })
expect(mockClient.indexConversation).not.toHaveBeenCalled()
})
it("should extract and index user-assistant conversation", async () => {
await captureHandler({
success: true,
messages: [
{ role: "user", content: "What is the weather like?" },
{
role: "assistant",
content: "I don't have access to real-time weather data.",
},
],
})
expect(mockClient.indexConversation).toHaveBeenCalledWith(
"What is the weather like?",
"I don't have access to real-time weather data.",
)
})
it("should find last user message when multiple users exist", async () => {
await captureHandler({
success: true,
messages: [
{ role: "user", content: "First question" },
{ role: "assistant", content: "First answer" },
{ role: "user", content: "Second question" },
{ role: "assistant", content: "Second answer" },
],
})
expect(mockClient.indexConversation).toHaveBeenCalledWith(
"Second question",
"Second answer",
)
})
it("should handle structured content blocks", async () => {
await captureHandler({
success: true,
messages: [
{
role: "user",
content: [
{ type: "text", text: "Please explain" },
{ type: "text", text: " how this works" },
],
},
{
role: "assistant",
content: [
{ type: "text", text: "Here's how it works:" },
{ type: "text", text: " step by step explanation" },
],
},
],
})
expect(mockClient.indexConversation).toHaveBeenCalledWith(
"Please explain\n how this works",
"Here's how it works:\n step by step explanation",
)
})
it("should skip conversations that are too short", async () => {
await captureHandler({
success: true,
messages: [
{ role: "user", content: "Hi" },
{ role: "assistant", content: "Hello" },
],
})
expect(mockClient.indexConversation).not.toHaveBeenCalled()
})
it("should process conversation when at least one message is long enough", async () => {
await captureHandler({
success: true,
messages: [
{ role: "user", content: "This is a longer user message" },
{ role: "assistant", content: "Ok" },
],
})
expect(mockClient.indexConversation).toHaveBeenCalledWith(
"This is a longer user message",
"Ok",
)
})
it("should handle indexConversation errors gracefully", async () => {
mockClient.indexConversation.mockRejectedValue(new Error("Failed"))
await captureHandler({
success: true,
messages: [
{ role: "user", content: "This should cause an error" },
{ role: "assistant", content: "This response will fail to index" },
],
})
// Should not throw
})
it("should handle system messages between user and assistant", async () => {
await captureHandler({
success: true,
messages: [
{ role: "user", content: "User question" },
{ role: "system", content: "System message" },
{ role: "assistant", content: "Assistant answer" },
],
})
expect(mockClient.indexConversation).toHaveBeenCalledWith(
"User question",
"Assistant answer",
)
})
it("should handle conversation with only assistant message", async () => {
await captureHandler({
success: true,
messages: [
{ role: "assistant", content: "This is a long assistant message" },
],
})
expect(mockClient.indexConversation).not.toHaveBeenCalled()
})
it("should respect custom captureMinChars threshold", async () => {
const strictConfig = { ...mockConfig, captureMinChars: 50 }
const strictHandler = buildCaptureHandler(
mockClient as unknown as BmClient,
strictConfig,
)
// Both messages under 50 chars — should skip
await strictHandler({
success: true,
messages: [
{ role: "user", content: "This is a longer user message" },
{ role: "assistant", content: "And a longer assistant reply" },
],
})
expect(mockClient.indexConversation).not.toHaveBeenCalled()
// One message over 50 chars — should capture
await strictHandler({
success: true,
messages: [
{
role: "user",
content:
"This is a very long message that definitely exceeds fifty characters in total length",
},
{ role: "assistant", content: "Ok" },
],
})
expect(mockClient.indexConversation).toHaveBeenCalledTimes(1)
})
it("should capture everything when captureMinChars is 0", async () => {
const permissiveConfig = { ...mockConfig, captureMinChars: 0 }
const permissiveHandler = buildCaptureHandler(
mockClient as unknown as BmClient,
permissiveConfig,
)
await permissiveHandler({
success: true,
messages: [
{ role: "user", content: "Hi" },
{ role: "assistant", content: "Hello" },
],
})
expect(mockClient.indexConversation).toHaveBeenCalledTimes(1)
})
})
})
+107
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@@ -0,0 +1,107 @@
import type { BmClient } from "../bm-client.ts"
import type { BasicMemoryConfig } from "../config.ts"
import { log } from "../logger.ts"
/**
* Extract text content from a message object.
*/
export function extractText(msg: Record<string, unknown>): string {
const content = msg.content
if (typeof content === "string") return content
if (Array.isArray(content)) {
const parts: string[] = []
for (const block of content) {
if (!block || typeof block !== "object") continue
const b = block as Record<string, unknown>
if (b.type === "text" && typeof b.text === "string") {
parts.push(b.text)
}
}
return parts.join("\n")
}
return ""
}
/**
* Find the last user+assistant turn from the messages array.
*/
export function getLastTurn(messages: unknown[]): {
userText: string
assistantText: string
} {
let lastUserIdx = -1
for (let i = messages.length - 1; i >= 0; i--) {
const msg = messages[i]
if (
msg &&
typeof msg === "object" &&
(msg as Record<string, unknown>).role === "user"
) {
lastUserIdx = i
break
}
}
if (lastUserIdx < 0) return { userText: "", assistantText: "" }
let userText = ""
let assistantText = ""
for (let i = lastUserIdx; i < messages.length; i++) {
const msg = messages[i] as Record<string, unknown>
if (!msg?.role) continue
const text = extractText(msg)
if (msg.role === "user") userText = text
else if (msg.role === "assistant") assistantText = text
}
return { userText, assistantText }
}
export function selectCaptureTurn(
messages: unknown[],
minChars: number,
): { userText: string; assistantText: string } | null {
const turn = getLastTurn(messages)
if (!turn.userText && !turn.assistantText) return null
if (turn.userText.length < minChars && turn.assistantText.length < minChars) {
return null
}
return turn
}
/**
* Build the post-turn capture handler for Mode B.
*
* After each agent turn, extracts the conversation content and indexes it
* into the Basic Memory knowledge graph as a conversation note.
*/
export function buildCaptureHandler(client: BmClient, cfg: BasicMemoryConfig) {
const minChars = cfg.captureMinChars
return async (event: Record<string, unknown>) => {
if (
!event.success ||
!Array.isArray(event.messages) ||
event.messages.length === 0
) {
return
}
const turn = selectCaptureTurn(event.messages, minChars)
if (!turn) return
const { userText, assistantText } = turn
log.debug(
`capturing conversation: user=${userText.length} chars, assistant=${assistantText.length} chars`,
)
try {
await client.indexConversation(userText, assistantText)
} catch (err) {
log.error("capture failed", err)
}
}
}
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import { beforeEach, describe, expect, it, jest } from "bun:test"
import type { BmClient, RecentResult, SearchResult } from "../bm-client.ts"
import type { BasicMemoryConfig } from "../config.ts"
import { buildRecallHandler, formatRecallContext } from "./recall.ts"
const DEFAULT_PROMPT =
"Check for active tasks and recent activity. Summarize anything relevant to the current session."
function makeTasks(titles: string[]): SearchResult[] {
return titles.map((title) => ({
title,
permalink: title.toLowerCase().replace(/\s+/g, "-"),
content: `Description of ${title}`,
file_path: `memory/tasks/${title.toLowerCase().replace(/\s+/g, "-")}.md`,
}))
}
function makeRecent(titles: string[]): RecentResult[] {
return titles.map((title) => ({
title,
permalink: title.toLowerCase().replace(/\s+/g, "-"),
file_path: `memory/${title.toLowerCase().replace(/\s+/g, "-")}.md`,
created_at: "2026-02-21T12:00:00Z",
}))
}
describe("recall hook", () => {
describe("formatRecallContext", () => {
it("should return empty string when no tasks or recent activity", () => {
const result = formatRecallContext(makeTasks([]), [], DEFAULT_PROMPT)
expect(result).toBe("")
})
it("should format active tasks", () => {
const result = formatRecallContext(
makeTasks(["Fix login bug", "Update docs"]),
[],
DEFAULT_PROMPT,
)
expect(result).toContain("## Active Tasks")
expect(result).toContain("**Fix login bug**")
expect(result).toContain("**Update docs**")
expect(result).toContain(DEFAULT_PROMPT)
})
it("should format recent activity", () => {
const result = formatRecallContext(
makeTasks([]),
makeRecent(["Daily standup notes", "API design"]),
DEFAULT_PROMPT,
)
expect(result).toContain("## Recent Activity")
expect(result).toContain("Daily standup notes")
expect(result).toContain("API design")
})
it("should format both tasks and recent activity", () => {
const result = formatRecallContext(
makeTasks(["Fix bug"]),
makeRecent(["Meeting notes"]),
DEFAULT_PROMPT,
)
expect(result).toContain("## Active Tasks")
expect(result).toContain("## Recent Activity")
expect(result).toContain("---")
})
it("should truncate long task content", () => {
const tasks: SearchResult[] = [
{
title: "Long Task",
permalink: "long-task",
content: "A".repeat(200),
file_path: "memory/tasks/long-task.md",
},
]
const result = formatRecallContext(tasks, [], DEFAULT_PROMPT)
expect(result).toContain("...")
// 120 chars + "..." = content is truncated
expect(result).not.toContain("A".repeat(200))
})
it("should use custom prompt", () => {
const customPrompt = "Focus on blocked tasks and recent decisions."
const result = formatRecallContext(
makeTasks(["Task A"]),
[],
customPrompt,
)
expect(result).toContain(customPrompt)
expect(result).not.toContain(DEFAULT_PROMPT)
})
})
describe("buildRecallHandler", () => {
let mockClient: {
search: jest.Mock
recentActivity: jest.Mock
}
let mockConfig: BasicMemoryConfig
beforeEach(() => {
mockClient = {
search: jest.fn().mockResolvedValue(makeTasks([])),
recentActivity: jest.fn().mockResolvedValue([]),
}
mockConfig = {
project: "test-project",
bmPath: "bm",
memoryDir: "memory/",
memoryFile: "MEMORY.md",
projectPath: "/tmp/test",
autoCapture: true,
captureMinChars: 10,
autoRecall: true,
recallPrompt: DEFAULT_PROMPT,
debug: false,
}
})
it("should return a function", () => {
const handler = buildRecallHandler(
mockClient as unknown as BmClient,
mockConfig,
)
expect(typeof handler).toBe("function")
})
it("should query active tasks and recent activity", async () => {
const handler = buildRecallHandler(
mockClient as unknown as BmClient,
mockConfig,
)
await handler({})
expect(mockClient.search).toHaveBeenCalledWith(undefined, 5, undefined, {
note_types: ["Task"],
status: "active",
})
expect(mockClient.recentActivity).toHaveBeenCalledWith("1d")
})
it("should return empty object when no context found", async () => {
const handler = buildRecallHandler(
mockClient as unknown as BmClient,
mockConfig,
)
const result = await handler({})
expect(result).toEqual({})
})
it("should return context when tasks are found", async () => {
mockClient.search.mockResolvedValue(makeTasks(["Fix login bug"]))
const handler = buildRecallHandler(
mockClient as unknown as BmClient,
mockConfig,
)
const result = await handler({})
expect(result).toHaveProperty("context")
expect(result.context).toContain("Fix login bug")
})
it("should return context when recent activity is found", async () => {
mockClient.recentActivity.mockResolvedValue(
makeRecent(["API design notes"]),
)
const handler = buildRecallHandler(
mockClient as unknown as BmClient,
mockConfig,
)
const result = await handler({})
expect(result).toHaveProperty("context")
expect(result.context).toContain("API design notes")
})
it("should handle errors gracefully", async () => {
mockClient.search.mockRejectedValue(new Error("BM down"))
const handler = buildRecallHandler(
mockClient as unknown as BmClient,
mockConfig,
)
const result = await handler({})
expect(result).toEqual({})
})
it("should use custom recallPrompt from config", async () => {
const customConfig = {
...mockConfig,
recallPrompt: "Focus on blocked tasks.",
}
mockClient.search.mockResolvedValue(makeTasks(["Task A"]))
const handler = buildRecallHandler(
mockClient as unknown as BmClient,
customConfig,
)
const result = await handler({})
expect(result.context).toContain("Focus on blocked tasks.")
})
})
})

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