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Author SHA1 Message Date
phernandez 615d8ba685 perf: Add batch processing for Postgres sync optimization
Implements streaming batch processing to reduce database roundtrips from 50K-80K to ~4K-6K for large projects (10K files).

**Phase 1: Scan Optimization**
- Add entity_repository.get_by_file_paths_batch() for bulk entity fetching
- Reduces scan phase from N queries to 1 batched query
- Impact: 427 files scanned with 2 queries vs 427 before

**Phase 2: Batch Infrastructure**
- Add sync_batch_size config (default: 100 files per batch)
- Add chunks() utility for streaming batch processing
- Add entity_repository.upsert_entities() for bulk inserts/updates
- Add observation_repository.delete_by_entity_ids() for batch deletes
- Add relation_repository.delete_outgoing_relations_from_entities() for batch deletes

**Phase 3: Sync Phase Optimization**
- Add sync_markdown_batch() method with 3-phase processing:
  1. Parse all files in batch (no DB operations)
  2. Bulk upsert entities in single transaction
  3. Post-process relations, checksums, search indexing per file
- Update new/modified file loops to use batch processing
- Add exception handling for circuit breaker and fatal errors
- Separate markdown/regular file processing in batches

**Test Updates**
- Update circuit breaker tests to work with batch architecture
- Change mocks from sync_markdown_file to sync_markdown_batch
- Update fatal error test to mock upsert_entities
- All circuit breaker tests passing (8/8)

**Expected Performance**
- Initial bulk import: ~10-15 queries/file (vs 43 before)
- Incremental sync: Massive scan improvement + batch upsert benefits
- Handles both new files and existing files efficiently

Addresses N+1 query patterns and transaction overhead with remote Postgres databases while maintaining circuit breaker functionality and proper error handling.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>
2025-11-20 21:16:04 -06:00
76 changed files with 673 additions and 7705 deletions
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@@ -52,5 +52,4 @@ ENV/
# claude action
claude-output
**/.claude/settings.local.json
.mcp.json
**/.claude/settings.local.json
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@@ -264,6 +264,5 @@ With GitHub integration, the development workflow includes:
2. **Contribution tracking** - All of Claude's contributions are properly attributed in the Git history
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`
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.
@@ -1,23 +0,0 @@
{
"name": "basicmachines",
"owner": {
"name": "Basic Machines",
"email": "hello@basicmachines.co"
},
"metadata": {
"description": "Official plugins from Basic Machines for knowledge management and AI-assisted development",
"version": "0.1.0"
},
"plugins": [
{
"name": "basic-memory",
"source": ".",
"description": "Skills, commands, and hooks for Basic Memory MCP - capture knowledge, continue conversations, and follow spec-driven development",
"version": "0.1.0",
"author": {
"name": "Basic Machines"
},
"keywords": ["memory", "knowledge", "mcp", "specs", "context"]
}
]
}
@@ -1,9 +0,0 @@
{
"name": "basic-memory",
"description": "Claude Code skills for Basic Memory - capture knowledge, continue conversations, and follow spec-driven development using the Basic Memory MCP server",
"version": "0.1.0",
"author": {
"name": "Basic Machines"
},
"repository": "https://github.com/basicmachines-co/basic-memory"
}
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# Basic Memory Plugin for Claude Code
This plugin provides skills, commands, and hooks for working with [Basic Memory](https://basicmemory.io) - a local-first knowledge management system built on the Model Context Protocol (MCP).
## Prerequisites
You need the Basic Memory MCP server running. Install it via:
```bash
# Install basic-memory
pip install basic-memory
# Or with pipx
pipx install basic-memory
```
Then add it to your Claude Code MCP configuration.
## Installation
### Add the Marketplace
```
/plugin marketplace add basicmachines-co/basic-memory/claude-code-plugin
```
### Install the Plugin
```
/plugin install basic-memory@basicmachines
```
### Or via Repository Settings
Add to your `.claude/settings.json`:
```json
{
"plugins": {
"extraKnownMarketplaces": {
"basicmachines": {
"source": {
"source": "github",
"repo": "basicmachines-co/basic-memory",
"path": "claude-code-plugin"
}
}
},
"installed": ["basic-memory@basicmachines"]
}
}
```
---
## Slash Commands
User-invoked commands for explicit interaction with Basic Memory.
### `/remember [title] [folder]`
Capture insights, decisions, or learnings from the current conversation.
```
/remember "FastAPI Async Pattern"
/remember "Auth Decision" decisions
```
Creates a structured note with:
- Context from the conversation
- Observations with `[decision]`, `[insight]`, `[pattern]` categories
- Relations linking to related concepts
### `/continue [topic]`
Resume previous work by building context from Basic Memory.
```
/continue postgres migration
/continue SPEC-24
/continue
```
If no topic is provided, shows recent activity and asks what to dive into.
### `/context <memory://url> [depth] [timeframe]`
Build context from a specific memory:// URL.
```
/context memory://SPEC-24
/context memory://architecture/* 3 2weeks
```
### `/recent [timeframe] [project]`
Show recent activity in Basic Memory.
```
/recent
/recent 1week
/recent today specs
```
### `/organize [action] [project]`
Organize and maintain your knowledge graph.
```
/organize # Quick health check
/organize orphans # Find unlinked notes
/organize duplicates # Find similar notes
/organize relations "Note" # Suggest links for a note
/organize tags # Review tag consistency
```
Actions:
- `health` - Overview of knowledge base status (default)
- `orphans` - Find notes with no relations
- `duplicates` - Find overlapping notes
- `relations` - Suggest connections
- `tags` - Review tag consistency
### `/research <topic> [folder]`
Research a topic and save a structured report to Basic Memory.
```
/research MCP protocol
/research "database migrations"
/research "auth options" decisions
```
Produces a report with:
- Summary and key findings
- Analysis and recommendations
- Sources and related notes
- Saved to `research/` folder by default
---
## Skills
Model-invoked capabilities that Claude uses automatically based on context.
### knowledge-capture
Automatically captures insights, decisions, and learnings into structured notes.
**Triggers when:**
- Important decisions are made
- Technical insights are discovered
- Problems are solved
- Design trade-offs are discussed
### continue-conversation
Resumes previous work by building context from the knowledge graph.
**Triggers when:**
- Starting a new session
- User mentions previous work ("continue with...", "back to...")
- Need context about ongoing projects
### spec-driven-development
Guides implementation based on specifications stored in Basic Memory.
**Triggers when:**
- Implementing a feature defined by a spec
- Creating new specifications
- Reviewing implementation against criteria
### edit-note
Interactively edit notes using MCP tools in a conversational workflow.
**Triggers when:**
- User wants to edit, update, or modify a note
- User asks to change specific content in a note
- User wants to add observations or relations
**How it works:**
1. Fetches the note via MCP
2. Shows current content
3. Applies edits using `edit_note` operations (append, prepend, find_replace, replace_section)
4. Shows the updated result
**Best for:** Cloud users or when you want conversational editing.
### edit-note-local
Edit notes directly as local markdown files with automatic sync.
**Triggers when:**
- User has local Basic Memory installation
- User wants to make substantial file edits
- User prefers working with full file content
**How it works:**
1. Finds the note's file path via MCP
2. Uses Claude Code's Read/Edit/Write tools on the actual file
3. Basic Memory's `sync --watch` picks up changes automatically
**Best for:** Local users who want full file access and git integration.
### knowledge-organize
Help organize, link, and maintain the knowledge graph.
**Triggers when:**
- User wants to organize their notes
- User asks about orphan or unlinked notes
- User wants to find connections between notes
- User mentions duplicates or similar notes
- User asks for help with folder organization
**Capabilities:**
- **Find orphan notes** - Identify notes with no relations
- **Suggest relations** - Propose meaningful links between notes
- **Identify duplicates** - Find notes covering similar topics
- **Folder organization** - Review and suggest folder structure
- **Tag consistency** - Normalize and improve tagging
- **Create index notes** - Generate hub notes linking related topics
- **Enrich sparse notes** - Suggest observations and structure
**Best for:** Periodic knowledge base maintenance and improving discoverability.
### research
Research topics thoroughly and produce structured reports saved to Basic Memory.
**Triggers when:**
- User asks to research or investigate something
- User wants to understand a concept or technology
- User needs context before making a decision
- Phrases like "research", "look into", "explore", "investigate"
**What it produces:**
- Structured report with summary, findings, and analysis
- Recommendations when applicable
- Links to sources and related notes
- Saved to `research/` folder
**Best for:** Building knowledge base through investigation and documentation.
---
## Hooks
Automated behaviors that enhance the Basic Memory workflow.
### PostToolUse: write_note
Confirms when notes are saved to Basic Memory.
### Stop
After significant conversations, suggests using `/remember` to capture valuable insights (only when genuinely useful).
---
## MCP Tools Used
This plugin leverages Basic Memory's MCP tools:
| Tool | Purpose |
|------|---------|
| `write_note` | Create/update markdown notes |
| `read_note` | Read notes by title or permalink |
| `search_notes` | Full-text search across content |
| `build_context` | Navigate knowledge graph via memory:// URLs |
| `recent_activity` | Get recently updated information |
| `edit_note` | Incrementally update notes |
---
## Plugin Structure
```
claude-code-plugin/
├── .claude-plugin/
│ ├── plugin.json # Plugin manifest
│ └── marketplace.json # Self-hosted marketplace
├── commands/
│ ├── remember.md # /remember command
│ ├── continue.md # /continue command
│ ├── context.md # /context command
│ ├── recent.md # /recent command
│ ├── organize.md # /organize command
│ └── research.md # /research command
├── skills/
│ ├── knowledge-capture/
│ ├── continue-conversation/
│ ├── spec-driven-development/
│ ├── edit-note/
│ ├── edit-note-local/
│ ├── knowledge-organize/
│ └── research/
├── hooks/
│ └── hooks.json # Hook definitions
├── README.md # Quick start guide
└── PLUGIN.md # Full documentation
```
---
## Related
- [Basic Memory Documentation](https://docs.basicmemory.io)
- [Basic Memory GitHub](https://github.com/basicmachines-co/basic-memory)
- [Model Context Protocol](https://modelcontextprotocol.io)
- [Claude Code Plugins](https://code.claude.com/docs/en/plugins)
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# Basic Memory Plugin for Claude Code
A Claude Code plugin that integrates [Basic Memory](https://basicmemory.io) - a local-first knowledge management system built on the Model Context Protocol (MCP).
## What This Plugin Does
This plugin helps Claude Code work seamlessly with your Basic Memory knowledge base:
- **Capture knowledge** from conversations automatically
- **Resume previous work** by building context from your knowledge graph
- **Edit notes** interactively through conversation
- **Organize your knowledge** by finding orphans, suggesting links, and maintaining structure
## Installation
### 1. Install Basic Memory
```bash
pip install basic-memory
# or
pipx install basic-memory
```
### 2. Add the Marketplace
```
/plugin marketplace add basicmachines-co/basic-memory/claude-code-plugin
```
### 3. Install the Plugin
```
/plugin install basic-memory@basicmachines
```
## Commands
| Command | Description |
|---------|-------------|
| `/remember [title]` | Capture insights from the current conversation |
| `/continue [topic]` | Resume previous work with context |
| `/context <memory://url>` | Build context from a specific note |
| `/recent [timeframe]` | Show recent activity |
| `/organize [action]` | Maintain your knowledge graph |
| `/research <topic>` | Research a topic and save a report |
### Examples
```bash
# Capture what we just discussed
/remember "Database Design Decision"
# Pick up where we left off
/continue postgres migration
# Check recent changes
/recent 1week
# Find orphan notes and suggest links
/organize orphans
# Research a topic and save findings
/research "MCP protocol"
```
## Skills
Skills are model-invoked - Claude uses them automatically when the context fits.
| Skill | What It Does |
|-------|--------------|
| `knowledge-capture` | Auto-captures decisions and insights into structured notes |
| `continue-conversation` | Builds context when resuming previous work |
| `spec-driven-development` | Guides implementation based on specs in Basic Memory |
| `edit-note` | Edits notes via MCP tools (cloud-compatible) |
| `edit-note-local` | Edits notes as files (local installations) |
| `knowledge-organize` | Helps organize and link notes |
| `research` | Researches topics and produces saved reports |
## Hooks
| Event | Behavior |
|-------|----------|
| `PostToolUse: write_note` | Confirms when notes are saved |
| `Stop` | Suggests capturing valuable insights after conversations |
## Requirements
- [Claude Code](https://claude.com/claude-code)
- [Basic Memory](https://basicmemory.io) with MCP server configured
## Documentation
- [Full Plugin Documentation](./PLUGIN.md)
- [Basic Memory Docs](https://docs.basicmemory.io)
- [Claude Code Plugins](https://code.claude.com/docs/en/plugins)
## License
MIT - See the [Basic Memory repository](https://github.com/basicmachines-co/basic-memory) for details.
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---
description: Build context from a Basic Memory URL
argument-hint: <memory://url> [depth] [timeframe]
allowed-tools: mcp__basic-memory__build_context, mcp__basic-memory__read_note
---
# Context
Build context from a Basic Memory memory:// URL.
## Arguments
- `$1` - Memory URL (e.g., `memory://topic`, `memory://folder/*`, `memory://SPEC-24`)
- `$2` - Depth of relation traversal (optional, default: 2)
- `$3` - Timeframe for recent changes (optional, default: "7d")
## Your Task
Navigate the knowledge graph and build comprehensive context.
1. **Build context** using `mcp__basic-memory__build_context`:
- url: "$1"
- depth: $2 or 2
- timeframe: "$3" or "7d"
2. **Present the context**:
- Main note content
- Related notes found via relations
- Recent changes within timeframe
- Key observations and decisions
3. **Read additional notes** if needed for more detail.
## Memory URL Formats
- `memory://note-title` - Single note by title
- `memory://folder/*` - All notes in a folder
- `memory://SPEC-*` - Pattern matching
- `memory://specs/SPEC-24` - Note in specific project folder
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---
description: Resume previous work from Basic Memory context
argument-hint: [topic]
allowed-tools: mcp__basic-memory__build_context, mcp__basic-memory__recent_activity, mcp__basic-memory__search_notes, mcp__basic-memory__read_note
---
# Continue
Resume previous work by building context from Basic Memory.
## Arguments
- `$ARGUMENTS` - Topic, note title, or search terms to find previous context
## Your Task
Build context to continue previous work seamlessly.
1. **Find relevant context**:
If a specific topic is provided ("$ARGUMENTS"):
- Search for matching notes: `mcp__basic-memory__search_notes`
- Build context from matches: `mcp__basic-memory__build_context`
- Read key notes for details: `mcp__basic-memory__read_note`
If no topic provided:
- Get recent activity: `mcp__basic-memory__recent_activity` with timeframe "3d"
- Present what's been happening
- Ask which topic to dive into
2. **Present context**:
- Summarize current state of the work
- Highlight recent changes or progress
- List open items or next steps
- Show related context from the knowledge graph
3. **Be ready to continue**:
- Understand what was done before
- Know what needs to happen next
- Have relevant context loaded
## Tips
- Use `memory://topic` URL format with `build_context`
- Check multiple projects if needed (main, specs)
- Follow relations to find connected knowledge
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---
description: Organize and maintain your Basic Memory knowledge graph
argument-hint: [health|orphans|duplicates|relations|tags] [project]
allowed-tools: mcp__basic-memory__search_notes, mcp__basic-memory__read_note, mcp__basic-memory__list_directory, mcp__basic-memory__edit_note, mcp__basic-memory__write_note
---
# Organize
Help organize, link, and maintain your Basic Memory knowledge graph.
## Arguments
- `$1` - Action (optional): `health`, `orphans`, `duplicates`, `relations`, `tags` (default: `health`)
- `$2` - Project (optional): defaults to "main"
## Actions
### `/organize` or `/organize health`
Run a quick health check:
1. Count total notes
2. Identify orphan notes (no relations)
3. Check for potential duplicates
4. Show folder distribution
5. Report any issues found
### `/organize orphans`
Find and address orphan notes:
1. Search for notes with empty Relations sections
2. List orphans found
3. For each orphan, suggest potential relations based on content
4. Offer to add relations or create index notes
### `/organize duplicates`
Find potentially duplicate notes:
1. Search for notes with similar titles
2. Compare content for overlap
3. Suggest: merge, differentiate, or link with `supersedes`
### `/organize relations [note-title]`
Suggest relations for a specific note (or recent notes if not specified):
1. Read the target note
2. Search for related content
3. Suggest relation types:
- `relates-to` - General connection
- `extends` - Builds upon
- `implements` - Realizes concept
- `depends-on` - Requires understanding of
4. Offer to add selected relations
### `/organize tags`
Review tag consistency:
1. Gather all tags across notes
2. Find similar/duplicate tags (e.g., `arch` vs `architecture`)
3. Identify over-used or under-used tags
4. Suggest normalization
## Your Task
Execute: `/organize $ARGUMENTS`
Based on the action requested:
1. **Gather data** using search and list tools
2. **Analyze** for the specific issue (orphans, duplicates, etc.)
3. **Present findings** clearly with counts and examples
4. **Offer solutions** - ask before making changes
5. **Apply fixes** using edit_note or write_note when user approves
Always confirm before modifying notes. Show what will change and get approval.
## Examples
```
/organize # Quick health check
/organize health # Same as above
/organize orphans # Find unlinked notes
/organize duplicates # Find similar notes
/organize relations # Suggest links for recent notes
/organize relations "My Note" # Suggest links for specific note
/organize tags # Review tag consistency
/organize health specs # Health check on specs project
```
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---
description: Show recent activity in Basic Memory
argument-hint: [timeframe] [project]
allowed-tools: mcp__basic-memory__recent_activity, mcp__basic-memory__read_note
---
# Recent
Show recent activity in Basic Memory.
## Arguments
- `$1` - Timeframe (optional): "today", "1d", "3d", "1 week", "2 weeks" (default: "3d")
- `$2` - Project (optional): "main", "specs", etc.
## Your Task
Show what's been happening in Basic Memory recently.
1. **Get recent activity** using `mcp__basic-memory__recent_activity`:
- timeframe: "$1" or "3d"
- project: "$2" or check all projects
2. **Present activity**:
- List recently modified notes
- Group by type or folder if helpful
- Highlight key changes
- Show dates of modifications
3. **Offer to dive deeper**:
- Ask if user wants to read any specific notes
- Suggest continuing work on active items
## Timeframe Examples
- `today` - Just today
- `1d` or `yesterday` - Last 24 hours
- `3d` - Last 3 days
- `1 week` - Last week
- `2 weeks` - Last 2 weeks
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---
description: Capture insights, decisions, or learnings to Basic Memory
argument-hint: [title] [optional: folder]
allowed-tools: mcp__basic-memory__write_note, mcp__basic-memory__search_notes
---
# Remember
Capture what we just discussed into a Basic Memory note.
## Arguments
- `$1` - Title for the note (required)
- `$2` - Folder to save in (optional, defaults to "notes")
## Your Task
Create a structured note capturing the key insights from our conversation.
1. **Analyze the conversation** for:
- Decisions made
- Insights discovered
- Problems solved
- Patterns identified
- Trade-offs discussed
2. **Structure the note** with:
- Clear title: "$1" (or generate one if not provided)
- Context section explaining the situation
- Main content with key points
- Observations using `[category]` format:
- `[decision]` - Choices made
- `[insight]` - Understanding gained
- `[pattern]` - Reusable approaches
- `[learning]` - Lessons learned
- Relations to link related concepts with `[[WikiLinks]]`
3. **Save using** `mcp__basic-memory__write_note`:
- folder: "$2" or "notes"
- Include relevant tags
- Project: use "main" unless user specifies otherwise
4. **Confirm** what was captured and where it was saved.
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---
description: Research a topic and save a structured report to Basic Memory
argument-hint: <topic> [folder]
allowed-tools: mcp__basic-memory__write_note, mcp__basic-memory__search_notes, mcp__basic-memory__read_note, mcp__basic-memory__build_context, WebSearch, WebFetch, Grep, Glob, Read
---
# Research
Research a topic thoroughly and produce a structured report saved to Basic Memory.
## Arguments
- `$1` - Topic to research (required)
- `$2` - Folder to save report (optional, default: "research")
## Your Task
Conduct thorough research on: **$ARGUMENTS**
### 1. Check Existing Knowledge
First, see what we already know:
```python
mcp__basic-memory__search_notes(query="$1", project="main")
```
Read any relevant existing notes to avoid duplicating research.
### 2. Gather Information
Depending on the topic, use appropriate tools:
**For codebase topics:**
- Search code with Grep/Glob
- Read relevant files
- Check tests for examples
**For external topics:**
- Use WebSearch for current information
- Fetch documentation with WebFetch
- Look for official sources
**For Basic Memory context:**
- Build context from related notes
- Check for prior decisions or research
### 3. Analyze Findings
Synthesize what you learned:
- Identify key concepts
- Note patterns and trade-offs
- Form recommendations if applicable
- Flag uncertainties
### 4. Produce Report
Create a structured report with this format:
```markdown
---
title: "Research: [Topic]"
type: research
tags:
- research
- [relevant-tags]
---
# Research: [Topic]
## Summary
[2-3 sentence executive summary]
## Research Question
[What we investigated and why]
## Key Findings
### [Finding 1]
[Details and evidence]
### [Finding 2]
[Details and evidence]
### [Finding 3]
[Details and evidence]
## Analysis
[Synthesis, patterns, trade-offs, recommendations]
## Open Questions
- [Areas needing more investigation]
## Sources
- [Links to sources]
- [[Related Notes]] from Basic Memory
## Observations
- [finding] Key insight #research
- [recommendation] Suggested approach based on research
## Relations
- researches [[Topic]]
- relates-to [[Related Concepts]]
```
### 5. Save Report
```python
mcp__basic-memory__write_note(
title="Research: $1",
content="[report content]",
folder="$2" or "research",
tags=["research", ...],
project="main"
)
```
### 6. Present Summary
After saving, present:
- Key findings summary
- Main recommendation (if applicable)
- Where the report was saved
- Offer to dive deeper into any aspect
## Examples
```
/research MCP protocol
/research "database migration patterns"
/research "authentication options" decisions
/research "React vs Vue" architecture
```
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{
"hooks": {
"PostToolUse": [
{
"matcher": "mcp__basic-memory__write_note",
"hooks": [
{
"type": "command",
"command": "echo '✓ Note saved to Basic Memory'"
}
]
}
],
"Stop": [
{
"matcher": "*",
"hooks": [
{
"type": "prompt",
"prompt": "If this conversation contained valuable insights, decisions, or learnings that should be preserved, suggest using `/remember [title]` to capture them in Basic Memory. Only suggest this if there's genuinely valuable content worth preserving - don't suggest for trivial interactions."
}
]
}
]
}
}
@@ -1,211 +0,0 @@
---
name: continue-conversation
description: Resume previous work by building context from Basic Memory knowledge graph using memory URLs and recent activity
---
# Continue Conversation
This skill helps you resume previous work by building context from the Basic Memory knowledge graph, enabling seamless continuation across sessions.
## When to Use
Use this skill when:
- Starting a new session and need to pick up where you left off
- User mentions previous work ("continue with...", "back to...", "where were we with...")
- Need context about ongoing projects or specs
- User asks about something discussed in a previous conversation
- Working on a multi-session task
## Building Context
### 1. Identify What to Continue
Ask if unclear:
- What topic or project to resume?
- What timeframe to look at?
- Any specific aspect to focus on?
### 2. Gather Context with MCP Tools
**Option A: Known Topic - Use build_context**
```python
# Navigate knowledge graph from a known starting point
mcp__basic-memory__build_context(
url="memory://topic-or-note-name",
depth=2, # How many relation hops to follow
timeframe="7d", # Recent changes
project="main" # or "specs" for specifications
)
```
Memory URL formats:
- `memory://note-title` - Single note
- `memory://folder/*` - All notes in folder
- `memory://specs/SPEC-24*` - Pattern matching
**Option B: Recent Activity - What's been happening?**
```python
# See what's changed recently
mcp__basic-memory__recent_activity(
timeframe="3d", # "1d", "1 week", "2 weeks"
depth=1,
project="main"
)
```
**Option C: Search for Context**
```python
# Find relevant notes
mcp__basic-memory__search_notes(
query="search terms",
page_size=10,
project="main"
)
```
### 3. Read Key Notes
Once you identify relevant notes:
```python
mcp__basic-memory__read_note(
identifier="note-title-or-permalink",
project="main"
)
```
### 4. Present Context to User
Summarize what you found:
- Current state of the work
- Recent changes or progress
- Open items or next steps
- Related context that might be helpful
## Context Strategies by Scenario
### Resuming a Spec Implementation
```python
# 1. Read the spec
mcp__basic-memory__read_note(
identifier="SPEC-24: Postgres Database Migration",
project="specs"
)
# 2. Check recent activity on related topics
mcp__basic-memory__build_context(
url="memory://SPEC-24*",
timeframe="7d",
project="specs"
)
# 3. Look at what's been done in the codebase
# (Use regular file tools for this)
```
### Continuing General Work
```python
# 1. Check recent activity across projects
mcp__basic-memory__recent_activity(
timeframe="3d",
project="main"
)
# 2. Read any notes from recent sessions
mcp__basic-memory__read_note(
identifier="relevant-note",
project="main"
)
```
### Following Up on a Topic
```python
# 1. Search for the topic
mcp__basic-memory__search_notes(
query="topic keywords",
project="main"
)
# 2. Build context from best match
mcp__basic-memory__build_context(
url="memory://found-note-permalink",
depth=2,
project="main"
)
```
## Timeframe Reference
Natural language timeframes:
- `"today"` - Current day
- `"yesterday"` - Previous day
- `"3d"` or `"3 days"` - Last 3 days
- `"1 week"` or `"7d"` - Last week
- `"2 weeks"` - Last 2 weeks
- `"1 month"` - Last month
## Project Reference
Common projects:
- `main` - Primary knowledge base
- `specs` - Specifications and design docs
- `basic-memory-llc` - Business/company notes
- `getting-started` - Tutorial content
List available projects:
```python
mcp__basic-memory__list_memory_projects()
```
## Example Conversations
### User: "Let's continue with the Postgres migration"
```
1. Read SPEC-24 from specs project
2. Check for related notes about implementation progress
3. Summarize:
- Spec overview and goals
- What's been completed (checkmarks)
- What's pending (checkboxes)
- Any blockers or decisions needed
```
### User: "What was I working on yesterday?"
```
1. Get recent activity for last 2 days
2. List modified notes with brief descriptions
3. Ask which topic to dive into
```
### User: "Back to the async client pattern"
```
1. Search for "async client pattern"
2. Build context from matching note
3. Include related notes via relations
4. Present the full picture
```
## Best Practices
1. **Start broad, then narrow** - Get overview first, then specific details
2. **Follow relations** - Knowledge graph connections are valuable
3. **Check multiple projects** - Specs might be separate from implementation notes
4. **Present incrementally** - Share what you find as you go
5. **Confirm understanding** - Verify the context is what user needs
6. **Update as you go** - Capture new progress in notes during the session
## Combining with Other Skills
After building context, you might:
- Use **knowledge-capture** to document new progress
- Use **spec-driven-development** if continuing a spec implementation
- Create new notes linking to the context you gathered
@@ -1,261 +0,0 @@
---
name: edit-note-local
description: Edit Basic Memory notes directly as local files - enables full file editing with automatic sync (local installations only)
---
# Edit Note Local
This skill enables direct file-based editing of Basic Memory notes. It works by editing the actual markdown files in the knowledge base, which Basic Memory's sync service automatically picks up. This provides a more seamless editing experience for local installations.
## When to Use
Use this skill when:
- User has a local Basic Memory installation (not cloud-only)
- User wants to make substantial edits to a note
- User prefers working with the full file content
- User wants changes to sync automatically via `basic-memory sync --watch`
**Note:** This skill requires local file access. For cloud-only users, use the `edit-note` skill instead.
## Editing Workflow
### 1. Find the Note's File Path
First, get the note metadata to find its file location:
```python
# Search for the note
mcp__basic-memory__search_notes(
query="note title or keywords",
project="main"
)
# Read the note to get file_path from metadata
mcp__basic-memory__read_note(
identifier="note-title",
project="main"
)
```
The response includes `file_path` which gives the relative path within the knowledge base.
### 2. Determine Full File Path
Basic Memory projects have a root directory. Common locations:
- Default: `~/basic-memory/`
- Custom: Check project configuration
Construct the full path:
```
{project_root}/{file_path}
```
For example:
- Project root: `/Users/username/basic-memory`
- File path from note: `notes/My Note.md`
- Full path: `/Users/username/basic-memory/notes/My Note.md`
### 3. Read the File
Use Claude Code's Read tool to get the full file content:
```python
Read(file_path="/Users/username/basic-memory/notes/My Note.md")
```
Display the content to the user, explaining the structure:
- Frontmatter (YAML between `---` markers)
- Main content
- Observations section
- Relations section
### 4. Edit the File
Use Claude Code's Edit tool for precise changes:
```python
Edit(
file_path="/Users/username/basic-memory/notes/My Note.md",
old_string="text to replace",
new_string="new text"
)
```
Or use Write for complete rewrites:
```python
Write(
file_path="/Users/username/basic-memory/notes/My Note.md",
content="Complete new file content..."
)
```
### 5. Sync Happens Automatically
If the user has `basic-memory sync --watch` running, changes are picked up automatically. Otherwise, they can run:
```bash
basic-memory sync
```
## File Structure Reference
Basic Memory notes follow this markdown structure:
```markdown
---
title: Note Title
type: note
permalink: note-title
tags:
- tag1
- tag2
---
# Note Title
## Context
Background and situation explanation.
## Main Content
The primary content of the note...
## Observations
- [category] Observation text #optional-tag
- [decision] A decision that was made #tag
- [insight] An insight discovered
## Relations
- relates-to [[Other Note]]
- implements [[Parent Concept]]
- learned-from [[Source Note]]
```
## Editing Patterns
### Edit Frontmatter Tags
```python
Edit(
file_path="/path/to/note.md",
old_string="tags:\n- old-tag",
new_string="tags:\n- old-tag\n- new-tag"
)
```
### Add New Section
```python
Edit(
file_path="/path/to/note.md",
old_string="## Observations",
new_string="## New Section\n\nNew content here.\n\n## Observations"
)
```
### Modify Observation
```python
Edit(
file_path="/path/to/note.md",
old_string="- [decision] Old decision",
new_string="- [decision] Updated decision with new info #updated"
)
```
### Add Relation
```python
Edit(
file_path="/path/to/note.md",
old_string="## Relations\n",
new_string="## Relations\n\n- relates-to [[New Related Note]]\n"
)
```
### Complete Rewrite
For major changes, read the file, construct new content preserving the frontmatter structure, and write:
```python
Write(
file_path="/path/to/note.md",
content="""---
title: Note Title
type: note
permalink: note-title
tags:
- updated
---
# Note Title
Completely rewritten content...
## Observations
- [rewrite] Complete rewrite of this note #major-update
## Relations
- updates [[Previous Version]]
"""
)
```
## Finding the Project Root
To find where Basic Memory stores files, you can:
1. **Check common locations:**
- `~/basic-memory/`
- `~/Documents/basic-memory/`
- Current working directory
2. **Use the list_directory tool:**
```python
mcp__basic-memory__list_directory(
dir_name="/",
project="main"
)
```
3. **Ask the user:** "Where is your Basic Memory knowledge base located?"
## Advantages of Local Editing
1. **Full file access** - Edit any part of the file including frontmatter
2. **Multi-line edits** - Make complex structural changes easily
3. **Batch operations** - Edit multiple files in sequence
4. **Version control** - Changes tracked by git if the folder is a repo
5. **Instant preview** - Use any markdown editor alongside
6. **Auto-sync** - `sync --watch` picks up changes automatically
## Best Practices
1. **Preserve frontmatter** - Don't break the YAML structure
2. **Keep valid markdown** - Maintain proper formatting
3. **Preserve permalinks** - Changing them can break links
4. **Show diffs** - Tell the user what changed
5. **Suggest sync** - Remind about `basic-memory sync` if not watching
6. **Handle missing files** - Check if file exists before editing
## Example Conversation
**User:** "I want to completely rewrite my architecture decision note"
**Claude:**
1. Searches for the note via MCP
2. Gets the file path
3. Reads the current file content
4. Asks: "Here's the current note. What would you like the new version to say?"
**User:** Provides new content
**Claude:**
1. Preserves the frontmatter (title, permalink, type)
2. Writes the new content using Write tool
3. Confirms: "Updated the file at `/path/to/note.md`. If you have sync --watch running, it's already indexed. Otherwise run `basic-memory sync`."
@@ -1,209 +0,0 @@
---
name: edit-note
description: Interactively edit Basic Memory notes using MCP tools - view, modify, and update notes in a conversational workflow (works with cloud and local)
---
# Edit Note
This skill enables interactive editing of Basic Memory notes using MCP tools. It works with both Basic Memory Cloud and local installations since it operates through the MCP interface rather than direct file access.
## When to Use
Use this skill when:
- User wants to edit an existing note
- User asks to update, change, or modify note content
- User wants to refine observations or relations in a note
- User says things like "edit my note about...", "update the...", "change X to Y in..."
## Editing Workflow
### 1. Fetch the Current Note
First, retrieve the note to show the user what exists:
```python
mcp__basic-memory__read_note(
identifier="Note Title or permalink",
project="main" # or specified project
)
```
Present the note content clearly, highlighting:
- Current title and metadata
- Main content sections
- Observations (with categories)
- Relations (with link targets)
### 2. Understand the Edit Request
Ask clarifying questions if needed:
- Which section to modify?
- What specifically to change?
- Add new content or replace existing?
### 3. Apply the Edit
Use the appropriate `edit_note` operation:
**Append** - Add content to the end:
```python
mcp__basic-memory__edit_note(
identifier="note-title",
operation="append",
content="\n\n## New Section\n\nNew content here...",
project="main"
)
```
**Prepend** - Add content to the beginning:
```python
mcp__basic-memory__edit_note(
identifier="note-title",
operation="prepend",
content="# Updated Header\n\n",
project="main"
)
```
**Find and Replace** - Replace specific text:
```python
mcp__basic-memory__edit_note(
identifier="note-title",
operation="find_replace",
find_text="old text to find",
content="new replacement text",
project="main"
)
```
**Replace Section** - Replace an entire section by heading:
```python
mcp__basic-memory__edit_note(
identifier="note-title",
operation="replace_section",
section="## Section Heading",
content="## Section Heading\n\nCompletely new section content...",
project="main"
)
```
### 4. Show the Result
After editing, fetch and display the updated note:
```python
mcp__basic-memory__read_note(
identifier="note-title",
project="main"
)
```
Highlight what changed so the user can verify.
## Edit Operations Reference
| Operation | Use Case | Required Parameters |
|-----------|----------|---------------------|
| `append` | Add to end | `content` |
| `prepend` | Add to beginning | `content` |
| `find_replace` | Change specific text | `find_text`, `content` |
| `replace_section` | Rewrite a section | `section`, `content` |
## Common Edit Patterns
### Adding a New Observation
```python
mcp__basic-memory__edit_note(
identifier="note-title",
operation="find_replace",
find_text="## Observations",
content="## Observations\n\n- [new-category] New observation here #tag",
project="main"
)
```
Or append to observations section:
```python
mcp__basic-memory__edit_note(
identifier="note-title",
operation="append",
content="\n- [insight] Additional insight discovered #tag",
project="main"
)
```
### Adding a New Relation
```python
mcp__basic-memory__edit_note(
identifier="note-title",
operation="find_replace",
find_text="## Relations",
content="## Relations\n\n- relates-to [[New Related Note]]",
project="main"
)
```
### Updating a Specific Observation
```python
mcp__basic-memory__edit_note(
identifier="note-title",
operation="find_replace",
find_text="- [decision] Old decision text",
content="- [decision] Updated decision with new context #updated",
project="main"
)
```
### Rewriting the Context Section
```python
mcp__basic-memory__edit_note(
identifier="note-title",
operation="replace_section",
section="## Context",
content="## Context\n\nCompletely rewritten context explaining the new situation...",
project="main"
)
```
## Multi-Step Editing Session
For complex edits, work iteratively:
1. **Show current state** → Read and display the note
2. **First edit** → Apply one change
3. **Show result** → Display updated note
4. **Next edit** → Apply another change if needed
5. **Confirm complete** → Final display and confirmation
This keeps the user informed and allows course correction.
## Best Practices
1. **Always show before and after** - User should see what changed
2. **One edit at a time** - For complex changes, do multiple operations
3. **Preserve structure** - Maintain the note's markdown format
4. **Be careful with find_replace** - Ensure the find_text is unique
5. **Confirm destructive changes** - Ask before replacing large sections
6. **Keep observations formatted** - Maintain `[category]` prefix format
7. **Keep relations formatted** - Maintain `- relation-type [[Target]]` format
## Example Conversation
**User:** "Edit my note about the async client pattern - add an observation about testing"
**Claude:**
1. Fetches "Async Client Pattern" note
2. Displays current content
3. Asks: "What observation about testing would you like to add?"
**User:** "That the context manager pattern makes mocking easier in tests"
**Claude:**
1. Uses `edit_note` with `append` to add:
`- [testing] Context manager pattern simplifies mocking in unit tests #testability`
2. Fetches and displays updated note
3. Confirms: "Added the testing observation. Here's the updated note..."
@@ -1,211 +0,0 @@
---
name: knowledge-capture
description: Capture insights, decisions, and learnings from conversations into structured Basic Memory notes with observations and relations
---
# Knowledge Capture
This skill helps you capture valuable information from conversations into Basic Memory's knowledge graph using structured notes with observations and relations.
## When to Use
Use this skill when:
- Important decisions are made during a conversation
- Technical insights or patterns are discovered
- Problems are solved and the solution should be preserved
- Design trade-offs are discussed
- Architecture or implementation approaches are chosen
- Learnings from debugging or investigation emerge
## Capture Process
### 1. Identify Valuable Information
Look for:
- **Decisions**: Choices made and their rationale
- **Insights**: New understanding or "aha" moments
- **Patterns**: Reusable approaches or solutions
- **Trade-offs**: Options considered and why one was chosen
- **Learnings**: What worked, what didn't, and why
- **Context**: Background that would help future understanding
### 2. Structure the Note
Use Basic Memory's knowledge format:
```markdown
---
title: Descriptive Title
type: note
tags:
- relevant
- tags
---
# Title
## Context
Brief background explaining the situation.
## Content
Main content organized logically.
## Observations
- [decision] What was decided and why #tag
- [insight] Key understanding gained #tag
- [pattern] Reusable approach identified #tag
- [learning] What we learned from this #tag
- [tradeoff] Option A chosen over B because... #tag
## Relations
- relates-to [[Related Concept]]
- implements [[Parent Spec or Design]]
- learned-from [[Source of Learning]]
```
### 3. Choose Appropriate Categories
Common observation categories:
- `[decision]` - Choices made
- `[insight]` - Understanding gained
- `[pattern]` - Reusable approaches
- `[learning]` - Lessons learned
- `[tradeoff]` - Options weighed
- `[problem]` - Issues identified
- `[solution]` - Fixes applied
- `[architecture]` - Structural decisions
- `[implementation]` - Code-level choices
- `[constraint]` - Limitations discovered
- `[requirement]` - Needs identified
### 4. Create Meaningful Relations
Link to related knowledge:
- `relates-to` - General association
- `implements` - Realizes a spec or design
- `extends` - Builds upon existing concept
- `learned-from` - Source of insight
- `enables` - Makes something possible
- `depends-on` - Requires another concept
- `solves` - Addresses a problem
## MCP Tools to Use
```python
# Write a new note
mcp__basic-memory__write_note(
title="Your Note Title",
content="Full markdown content...",
folder="appropriate/folder",
tags=["tag1", "tag2"],
project="main" # or appropriate project
)
# Search for related notes to link
mcp__basic-memory__search_notes(
query="relevant terms",
project="main"
)
# Read existing notes for context
mcp__basic-memory__read_note(
identifier="note-title-or-permalink",
project="main"
)
```
## Folder Organization
Choose appropriate folders:
- `decisions/` - Architecture and design decisions
- `learnings/` - Insights and lessons learned
- `patterns/` - Reusable approaches
- `debug-logs/` - Problem investigations
- `conversations/` - Imported conversation summaries
## Examples
### Capturing a Technical Decision
```markdown
---
title: FastAPI Async Client Pattern
type: note
tags:
- architecture
- fastapi
- async
---
# FastAPI Async Client Pattern
## Context
During implementation of MCP tools, we needed to decide how to handle HTTP client lifecycle.
## Decision
Use context manager pattern for HTTP clients instead of module-level singletons.
## Rationale
- Proper resource management
- Supports three deployment modes (local ASGI, CLI cloud, cloud app)
- Auth happens at client creation, not per-request
- Enables dependency injection for testing
## Observations
- [decision] Context manager pattern for HTTP clients enables proper resource cleanup #architecture
- [pattern] Factory pattern allows different client configurations per deployment mode #flexibility
- [tradeoff] Slightly more verbose than singleton but much more flexible #engineering
## Relations
- implements [[SPEC-16 MCP Cloud Service Consolidation]]
- enables [[Cloud App Integration]]
```
### Capturing a Debugging Insight
```markdown
---
title: SQLite WAL Mode Performance Fix
type: note
tags:
- debugging
- sqlite
- performance
---
# SQLite WAL Mode Performance Fix
## Problem
Sync operations were slow with multiple concurrent writes.
## Investigation
Found that default SQLite journaling was causing lock contention.
## Solution
Enabled WAL (Write-Ahead Logging) mode for the database connection.
## Observations
- [problem] Default SQLite journaling causes lock contention under concurrent writes #performance
- [solution] WAL mode significantly improves concurrent write performance #sqlite
- [learning] Always consider WAL mode for SQLite in applications with concurrent access #database
## Relations
- solves [[Sync Performance Issues]]
- relates-to [[SPEC-19 Sync Performance]]
```
## Best Practices
1. **Capture immediately** - Write notes while context is fresh
2. **Be specific** - Include concrete details, not vague summaries
3. **Link liberally** - More relations = better knowledge graph
4. **Use tags** - Enable discovery via search
5. **Include context** - Future you won't remember the situation
6. **Prefer facts over opinions** - Observations should be verifiable
7. **Keep notes atomic** - One concept per note when possible
@@ -1,283 +0,0 @@
---
name: knowledge-organize
description: Help organize, link, and maintain the Basic Memory knowledge graph - find orphan notes, suggest relations, identify duplicates, and improve overall knowledge structure
---
# Knowledge Organize
This skill helps users maintain a healthy, well-connected knowledge graph. As notes accumulate, it becomes valuable to periodically organize, link, and curate the knowledge base.
## When to Use
Use this skill when:
- User asks to organize their notes
- User wants to find connections between notes
- User mentions orphan or unlinked notes
- User wants to clean up or improve their knowledge base
- User asks about duplicate or similar notes
- User wants help with folder organization
- User asks to review or audit their notes
- Phrases like "help me organize", "find related notes", "what's not linked", "clean up my notes"
## Organization Capabilities
### 1. Find Orphan Notes
Identify notes that have no relations to other notes - they're isolated in the knowledge graph.
```python
# Get all notes
mcp__basic-memory__search_notes(
query="*",
page_size=50,
project="main"
)
# For each note, check if it has relations
# Orphans have empty Relations sections
```
**What to do with orphans:**
- Suggest potential relations based on content similarity
- Ask if they should be linked to existing topics
- Propose creating hub notes to connect related orphans
### 2. Suggest Relations
Analyze note content and suggest meaningful connections.
```python
# Read a note
mcp__basic-memory__read_note(
identifier="note-to-analyze",
project="main"
)
# Search for potentially related notes
mcp__basic-memory__search_notes(
query="key terms from the note",
project="main"
)
# Suggest relations based on:
# - Shared topics or concepts
# - Complementary content (problem/solution, question/answer)
# - Sequential relationship (part 1, part 2)
# - Hierarchical (parent concept, child detail)
```
**Relation types to suggest:**
- `relates-to` - General topical connection
- `extends` - Builds upon or expands
- `implements` - Realizes a concept
- `depends-on` - Requires understanding of
- `contradicts` - Presents alternative view
- `learned-from` - Source of insight
- `enables` - Makes something possible
### 3. Identify Similar/Duplicate Notes
Find notes that may cover the same topic.
```python
# Search for notes with similar titles or content
mcp__basic-memory__search_notes(
query="topic keywords",
project="main"
)
# Compare results for overlap
# Look for:
# - Similar titles
# - Overlapping observations
# - Same tags
# - Related timestamps (created around same time)
```
**Actions for duplicates:**
- Merge into a single comprehensive note
- Link them with `supersedes` or `updates` relations
- Differentiate by adding context about their distinct focus
### 4. Folder Organization Review
Analyze folder structure and suggest improvements.
```python
# List directory structure
mcp__basic-memory__list_directory(
dir_name="/",
depth=3,
project="main"
)
# Identify:
# - Overcrowded folders
# - Single-note folders
# - Inconsistent naming
# - Notes that might belong elsewhere
```
**Organization suggestions:**
- Group related notes into topic folders
- Create subfolders for large categories
- Suggest consistent naming conventions
- Move misplaced notes
### 5. Tag Consistency
Review and normalize tags across notes.
```python
# Search notes to analyze tag patterns
mcp__basic-memory__search_notes(
query="*",
page_size=100,
project="main"
)
# Look for:
# - Similar tags (architecture vs arch)
# - Unused tags
# - Over-used generic tags
# - Missing tags on relevant notes
```
**Tag improvements:**
- Suggest tag standardization (pick one variant)
- Propose new tags for common themes
- Identify notes missing obvious tags
### 6. Create Index/Hub Notes
Generate notes that serve as navigation hubs for related topics.
```python
# After identifying a cluster of related notes
mcp__basic-memory__write_note(
title="Architecture Decisions Index",
content="""---
title: Architecture Decisions Index
type: index
tags:
- architecture
- index
---
# Architecture Decisions Index
A hub linking all architecture-related decisions and patterns.
## Decisions
- [[Database Selection Decision]]
- [[API Design Patterns]]
- [[Authentication Architecture]]
## Patterns
- [[Repository Pattern]]
- [[Async Client Pattern]]
## Observations
- [index] Central hub for architecture knowledge #navigation
## Relations
- indexes [[Architecture]]
""",
folder="indexes",
project="main"
)
```
### 7. Enrich Sparse Notes
Find notes lacking observations or structure and suggest improvements.
```python
# Read a sparse note
mcp__basic-memory__read_note(
identifier="sparse-note",
project="main"
)
# If missing:
# - Observations section → suggest categories
# - Relations section → suggest links
# - Tags → suggest relevant tags
# - Context → suggest adding background
```
## Organization Workflows
### Quick Health Check
A fast overview of knowledge base status:
1. Count total notes
2. Identify orphan count
3. List recently modified
4. Check for obvious duplicates
5. Report folder distribution
### Deep Organization Session
Thorough review and improvement:
1. **Audit phase** - Catalog all notes, identify issues
2. **Orphan phase** - Address unlinked notes
3. **Relation phase** - Suggest new connections
4. **Duplicate phase** - Merge or differentiate similar notes
5. **Structure phase** - Reorganize folders if needed
6. **Index phase** - Create hub notes for major topics
### Topic-Focused Organization
Organize around a specific subject:
1. Find all notes related to topic
2. Map existing relations
3. Identify gaps in the topic graph
4. Suggest new notes to fill gaps
5. Create topic index note
## Best Practices
1. **Work incrementally** - Don't reorganize everything at once
2. **Confirm before changing** - Always ask before moving/editing notes
3. **Preserve permalinks** - Moving is okay, changing permalinks breaks links
4. **Show the graph** - Help user visualize connections
5. **Explain suggestions** - Say why a relation makes sense
6. **Respect user's system** - Enhance their organization, don't impose a new one
## Example Conversations
**User:** "Help me organize my notes"
**Claude:**
1. Runs health check on the knowledge base
2. Reports: "You have 47 notes. I found 12 orphan notes and 3 potential duplicates."
3. Asks: "Would you like to start by connecting the orphan notes, or review the duplicates first?"
**User:** "Find notes that should be linked to my API design note"
**Claude:**
1. Reads the API design note
2. Searches for related content
3. Suggests: "I found 5 notes that could relate:
- 'REST Best Practices' → relates-to
- 'Authentication Flow' → implements
- 'Rate Limiting Decision' → extends
Would you like me to add any of these relations?"
**User:** "Are there any notes about similar topics?"
**Claude:**
1. Analyzes note titles and content
2. Identifies clusters of similar notes
3. Reports: "I found these potential overlaps:
- 'Auth Flow' and 'Authentication Design' cover similar ground
- 'DB Schema v1' and 'DB Schema v2' might need a 'supersedes' relation
Would you like to review any of these?"
-213
View File
@@ -1,213 +0,0 @@
---
name: research
description: Research a topic thoroughly and produce a structured report saved to Basic Memory - investigate concepts, gather context, and document findings
---
# Research
This skill helps conduct thorough research on a topic and produces a structured report that gets saved to Basic Memory for future reference.
## When to Use
Use this skill when:
- User asks to research or investigate something
- User wants to understand a concept, technology, or approach
- User needs context gathered before making a decision
- User asks "what is...", "how does... work", "explore...", "investigate..."
- User wants findings documented for later
- Phrases like "research this", "look into", "find out about", "explore options for"
## Research Process
### 1. Understand the Research Question
Clarify what specifically to investigate:
- What is the core question or topic?
- What scope - broad overview or deep dive?
- Any specific aspects to focus on?
- What will the research inform (a decision, implementation, understanding)?
### 2. Gather Information
Use available tools to collect information:
**For codebase research:**
- Search the codebase for relevant code
- Read documentation and comments
- Trace how things connect
- Look at tests for usage examples
**For concept research:**
- Use web search for current information
- Fetch documentation from official sources
- Look for examples and best practices
- Compare alternatives if relevant
**For Basic Memory context:**
```python
# Check what we already know
mcp__basic-memory__search_notes(
query="topic keywords",
project="main"
)
# Build context from related notes
mcp__basic-memory__build_context(
url="memory://related-topic",
depth=2,
project="main"
)
```
### 3. Analyze and Synthesize
Organize findings into coherent insights:
- Identify key concepts and how they relate
- Note patterns, trade-offs, and considerations
- Highlight what's most relevant to the user's needs
- Flag uncertainties or areas needing more investigation
### 4. Produce the Report
Create a structured research report:
```markdown
---
title: "Research: [Topic]"
type: research
tags:
- research
- [topic-tags]
---
# Research: [Topic]
## Summary
[2-3 sentence executive summary of findings]
## Research Question
[What we set out to understand]
## Key Findings
### [Finding 1]
[Details, evidence, implications]
### [Finding 2]
[Details, evidence, implications]
### [Finding 3]
[Details, evidence, implications]
## Analysis
[Synthesis of findings - patterns, trade-offs, recommendations]
## Open Questions
- [Things that need more investigation]
- [Uncertainties or assumptions]
## Sources
- [Where information came from]
- [[Related Note]] - relevant prior knowledge
## Observations
- [finding] Key insight discovered #research
- [pattern] Pattern identified during research
- [recommendation] Suggested approach based on findings
## Relations
- researches [[Topic]]
- informs [[Decision or Implementation]]
- relates-to [[Related Concepts]]
```
### 5. Save to Basic Memory
```python
mcp__basic-memory__write_note(
title="Research: [Topic]",
content="[Full report content]",
folder="research",
tags=["research", "topic-tags"],
project="main"
)
```
## Report Styles
Adjust based on the research type:
### Quick Investigation
- Focused summary
- 2-3 key findings
- Direct recommendation
- Saved to `research/` folder
### Deep Dive
- Comprehensive analysis
- Multiple sections
- Detailed evidence
- Comparison of options
- Saved to `research/` folder
### Decision Support
- Options evaluated
- Pros/cons for each
- Clear recommendation with rationale
- Saved to `decisions/` or `research/` folder
### Technical Exploration
- How it works
- Architecture/design
- Code examples
- Integration considerations
- Saved to `research/` folder
## Best Practices
1. **Start with what we know** - Check Basic Memory for existing context
2. **Be thorough but focused** - Cover the topic well without tangents
3. **Cite sources** - Link to where information came from
4. **Be honest about uncertainty** - Flag what's unclear or needs verification
5. **Make it actionable** - Include recommendations when appropriate
6. **Link to related knowledge** - Connect to existing notes
7. **Save for future reference** - Always save the report to Basic Memory
## Example Conversations
**User:** "Research how other projects handle database migrations"
**Claude:**
1. Searches codebase for migration patterns
2. Checks Basic Memory for related decisions
3. Looks up best practices online
4. Produces report comparing approaches
5. Saves to `research/Database Migration Approaches.md`
6. Presents summary with recommendation
**User:** "Investigate the MCP protocol"
**Claude:**
1. Fetches MCP documentation
2. Searches for examples in codebase
3. Checks Basic Memory for prior context
4. Produces comprehensive report on MCP
5. Saves to `research/MCP Protocol Overview.md`
6. Presents key concepts and how to use them
**User:** "Look into authentication options for the API"
**Claude:**
1. Researches common auth patterns (JWT, OAuth, API keys)
2. Checks existing codebase auth implementation
3. Evaluates trade-offs for the use case
4. Produces decision-support report
5. Saves to `research/API Authentication Options.md`
6. Recommends approach with rationale
@@ -1,292 +0,0 @@
---
name: spec-driven-development
description: Guide implementation based on specs stored in Basic Memory, following the SPEC-1 specification-driven development process
---
# Spec-Driven Development
This skill guides implementation work based on specifications stored in the Basic Memory "specs" project, following the process defined in SPEC-1.
## When to Use
Use this skill when:
- Implementing a feature defined by a spec
- Creating a new specification before implementation
- Reviewing implementation against spec criteria
- Need to understand what a spec requires
- Updating spec progress as work completes
## The Spec-Driven Process
From SPEC-1, the workflow is:
1. **Create** - Write spec as complete thought in Basic Memory "specs" project
2. **Discuss** - Iterate and refine the specification
3. **Implement** - Execute implementation directly
4. **Validate** - Review implementation against spec criteria
5. **Document** - Update spec with learnings and decisions
## Spec Structure
Every spec contains:
- **Why** - The reasoning and problem being solved
- **What** - What is affected or changed
- **How** - High-level approach to implementation
- **How to Evaluate** - Testing/validation procedure
### Progress Tracking Format
Specs use living documentation with checklists:
```markdown
### Feature Area
- ✅ Basic functionality implemented
- ✅ Props and events defined
- [ ] Add sorting controls
- [ ] Improve accessibility
- [x] Currently implementing responsive design
```
- `✅` - Completed items
- `[ ]` - Pending items
- `[x]` - In-progress items
## Working with Specs
### Reading a Spec
```python
# Get the full spec
mcp__basic-memory__read_note(
identifier="SPEC-24: Postgres Database Migration",
project="specs"
)
# Or search for it
mcp__basic-memory__search_notes(
query="postgres migration",
project="specs"
)
```
### Creating a New Spec
```python
# 1. First, find the next spec number
mcp__basic-memory__search_notes(
query="SPEC-",
project="specs"
)
# 2. Create the spec with proper structure
mcp__basic-memory__write_note(
title="SPEC-30: Your Feature Name",
content="""---
title: 'SPEC-30: Your Feature Name'
type: spec
tags:
- feature-area
- component
---
# SPEC-30: Your Feature Name
## Why
[Problem statement and motivation]
## What
[What is affected or changed]
- Affected areas
- Components involved
- Scope boundaries
## How (High Level)
[Implementation approach]
### Phase 1: Foundation
- [ ] Task 1
- [ ] Task 2
### Phase 2: Core Features
- [ ] Task 3
- [ ] Task 4
## How to Evaluate
### Success Criteria
- [ ] Criterion 1
- [ ] Criterion 2
### Testing Procedure
1. Step 1
2. Step 2
## Observations
- [goal] Primary objective #tag
- [constraint] Known limitation #tag
## Relations
- relates-to [[Related Spec]]
- depends-on [[Dependency]]
""",
folder="", # Root of specs project
project="specs"
)
```
### Updating Spec Progress
```python
# Mark items complete as you implement
mcp__basic-memory__edit_note(
identifier="SPEC-24: Postgres Database Migration",
operation="find_replace",
find_text="- [ ] Create migration scripts",
content="- ✅ Create migration scripts",
project="specs"
)
# Or add new observations
mcp__basic-memory__edit_note(
identifier="SPEC-24: Postgres Database Migration",
operation="append",
content="\n- [learning] Alembic autogenerate works well for model changes #migration",
project="specs"
)
```
### Reviewing Implementation
When reviewing against a spec:
1. **Read the spec's "How to Evaluate" section**
2. **Check each success criterion:**
- Functional completeness
- Test coverage (count test files, check categories)
- Code quality (TypeScript, linting, performance)
- Architecture compliance
- Documentation completeness
3. **Be honest** - Don't overstate completeness
4. **Document findings** - Update spec with review results
5. **Identify gaps** - Clearly note what still needs work
## Implementation Workflow
### Starting Implementation
1. **Read the spec thoroughly**
```python
mcp__basic-memory__read_note(
identifier="SPEC-XX: Feature Name",
project="specs"
)
```
2. **Understand dependencies**
- Check Relations section for dependencies
- Read related specs if needed
3. **Plan your approach**
- Break "How" section into concrete tasks
- Identify what to implement first
4. **Mark first item in-progress**
```python
mcp__basic-memory__edit_note(
identifier="SPEC-XX",
operation="find_replace",
find_text="- [ ] First task",
content="- [x] First task",
project="specs"
)
```
### During Implementation
1. **Update progress as you complete items**
2. **Add observations for decisions made**
3. **Note any deviations from the spec**
4. **Capture learnings that might help future specs**
### After Implementation
1. **Run full evaluation against criteria**
2. **Mark all completed items with ✅**
3. **Add final observations**
4. **Document any follow-up work needed**
## Spec Naming Convention
Format: `SPEC-X: Descriptive Title`
Examples:
- `SPEC-24: Postgres Database Migration`
- `SPEC-25: Cloud Index Service`
- `SPEC-26: Multi-User Security and Permissions`
## Common Spec Patterns
### Feature Spec
```markdown
## Why
User need or problem
## What
- New UI components
- API endpoints
- Database changes
## How
Implementation phases with checkboxes
```
### Architecture Spec
```markdown
## Why
Technical debt or scalability need
## What
- System components affected
- Data flow changes
- Integration points
## How
Migration strategy with rollback plan
```
### Process Spec
```markdown
## Why
Workflow improvement need
## What
- Process steps changed
- Tools involved
- Team impact
## How
Rollout plan and adoption strategy
```
## Best Practices
1. **Spec first, code second** - Write spec before implementation
2. **Keep specs living** - Update as understanding evolves
3. **Be specific in criteria** - Vague criteria = vague completion
4. **Link related specs** - Build the knowledge graph
5. **Capture decisions** - Future you will thank you
6. **Review honestly** - Incomplete is okay, dishonest isn't
7. **Close the loop** - Mark items done as you complete them
## Using with Slash Commands
The `/spec` command provides quick access:
- `/spec create [name]` - Create new specification
- `/spec status` - Show all spec statuses
- `/spec show [name]` - Read a specific spec
- `/spec review [name]` - Validate implementation
+3 -2
View File
@@ -15,6 +15,7 @@ dependencies = [
"aiosqlite>=0.20.0",
"greenlet>=3.1.1",
"pydantic[email,timezone]>=2.10.3",
"icecream>=2.1.3",
"mcp>=1.2.0",
"pydantic-settings>=2.6.1",
"loguru>=0.7.3",
@@ -36,7 +37,6 @@ dependencies = [
"aiofiles>=24.1.0", # Async file I/O
"logfire>=0.73.0", # Optional observability (disabled by default via config)
"asyncpg>=0.30.0",
"nest-asyncio>=1.6.0", # For Alembic migrations with Postgres
]
@@ -81,7 +81,8 @@ dev = [
"pytest-xdist>=3.0.0",
"ruff>=0.1.6",
"freezegun>=1.5.5",
"nest-asyncio>=1.6.0",
"psycopg2-binary>=2.9.0", # For Alembic migrations with Postgres
]
[tool.hatch.version]
+25 -91
View File
@@ -1,25 +1,14 @@
"""Alembic environment configuration."""
import asyncio
import os
from logging.config import fileConfig
# Allow nested event loops (needed for pytest-asyncio and other async contexts)
# Note: nest_asyncio doesn't work with uvloop, so we handle that case separately
try:
import nest_asyncio
nest_asyncio.apply()
except (ImportError, ValueError):
# nest_asyncio not available or can't patch this loop type (e.g., uvloop)
pass
from sqlalchemy import engine_from_config, pool
from sqlalchemy.ext.asyncio import AsyncEngine, create_async_engine
from sqlalchemy import engine_from_config
from sqlalchemy import pool
from alembic import context
from basic_memory.config import ConfigManager
from basic_memory.config import ConfigManager, DatabaseBackend
# set config.env to "test" for pytest to prevent logging to file in utils.setup_logging()
os.environ["BASIC_MEMORY_ENV"] = "test"
@@ -46,6 +35,12 @@ if not current_url or current_url == "driver://user:pass@localhost/dbname":
sqlalchemy_url = DatabaseType.get_db_url(
app_config.database_path, DatabaseType.FILESYSTEM, app_config
)
# For Postgres, Alembic needs synchronous driver (psycopg2), not async (asyncpg)
if app_config.database_backend == DatabaseBackend.POSTGRES:
# Convert asyncpg URL to psycopg2 URL for Alembic
sqlalchemy_url = sqlalchemy_url.replace("postgresql+asyncpg://", "postgresql://")
config.set_main_option("sqlalchemy.url", sqlalchemy_url)
# Interpret the config file for Python logging.
@@ -90,89 +85,28 @@ def run_migrations_offline() -> None:
context.run_migrations()
def do_run_migrations(connection):
"""Execute migrations with the given connection."""
context.configure(
connection=connection,
target_metadata=target_metadata,
include_object=include_object,
render_as_batch=True,
compare_type=True,
)
with context.begin_transaction():
context.run_migrations()
async def run_async_migrations(connectable):
"""Run migrations asynchronously with AsyncEngine."""
async with connectable.connect() as connection:
await connection.run_sync(do_run_migrations)
await connectable.dispose()
def run_migrations_online() -> None:
"""Run migrations in 'online' mode.
Supports both sync engines (SQLite) and async engines (PostgreSQL with asyncpg).
In this scenario we need to create an Engine
and associate a connection with the context.
"""
# Check if a connection/engine was provided (e.g., from run_migrations)
connectable = context.config.attributes.get("connection", None)
connectable = engine_from_config(
config.get_section(config.config_ini_section, {}),
prefix="sqlalchemy.",
poolclass=pool.NullPool,
)
if connectable is None:
# No connection provided, create engine from config
url = context.config.get_main_option("sqlalchemy.url")
with connectable.connect() as connection:
context.configure(
connection=connection,
target_metadata=target_metadata,
include_object=include_object,
render_as_batch=True,
)
# Check if it's an async URL (sqlite+aiosqlite or postgresql+asyncpg)
if url and ("+asyncpg" in url or "+aiosqlite" in url):
# Create async engine for asyncpg or aiosqlite
connectable = create_async_engine(
url,
poolclass=pool.NullPool,
future=True,
)
else:
# Create sync engine for regular sqlite or postgresql
connectable = engine_from_config(
context.config.get_section(context.config.config_ini_section, {}),
prefix="sqlalchemy.",
poolclass=pool.NullPool,
)
# Handle async engines (PostgreSQL with asyncpg)
if isinstance(connectable, AsyncEngine):
# Try to run async migrations
# nest_asyncio allows asyncio.run() from within event loops, but doesn't work with uvloop
try:
asyncio.run(run_async_migrations(connectable))
except RuntimeError as e:
if "cannot be called from a running event loop" in str(e):
# We're in a running event loop (likely uvloop) - need to use a different approach
# Create a new thread to run the async migrations
import concurrent.futures
def run_in_thread():
"""Run async migrations in a new event loop in a separate thread."""
new_loop = asyncio.new_event_loop()
asyncio.set_event_loop(new_loop)
try:
new_loop.run_until_complete(run_async_migrations(connectable))
finally:
new_loop.close()
with concurrent.futures.ThreadPoolExecutor() as executor:
future = executor.submit(run_in_thread)
future.result() # Wait for completion and re-raise any exceptions
else:
raise
else:
# Handle sync engines (SQLite) or sync connections
if hasattr(connectable, "connect"):
# It's an engine, get a connection
with connectable.connect() as connection:
do_run_migrations(connection)
else:
# It's already a connection
do_run_migrations(connectable)
with context.begin_transaction():
context.run_migrations()
if context.is_offline_mode():
+3 -22
View File
@@ -20,16 +20,6 @@ from basic_memory.api.routers import (
search,
prompt_router,
)
from basic_memory.api.v2.routers import (
knowledge_router as v2_knowledge,
project_router as v2_project,
memory_router as v2_memory,
search_router as v2_search,
resource_router as v2_resource,
directory_router as v2_directory,
prompt_router as v2_prompt,
importer_router as v2_importer,
)
from basic_memory.config import ConfigManager
from basic_memory.services.initialization import initialize_file_sync, initialize_app
@@ -76,7 +66,8 @@ app = FastAPI(
lifespan=lifespan,
)
# Include v1 routers
# Include routers
app.include_router(knowledge.router, prefix="/{project}")
app.include_router(memory.router, prefix="/{project}")
app.include_router(resource.router, prefix="/{project}")
@@ -86,17 +77,7 @@ app.include_router(directory_router.router, prefix="/{project}")
app.include_router(prompt_router.router, prefix="/{project}")
app.include_router(importer_router.router, prefix="/{project}")
# Include v2 routers (ID-based paths)
app.include_router(v2_knowledge, prefix="/v2/projects/{project_id}")
app.include_router(v2_memory, prefix="/v2/projects/{project_id}")
app.include_router(v2_search, prefix="/v2/projects/{project_id}")
app.include_router(v2_resource, prefix="/v2/projects/{project_id}")
app.include_router(v2_directory, prefix="/v2/projects/{project_id}")
app.include_router(v2_prompt, prefix="/v2/projects/{project_id}")
app.include_router(v2_importer, prefix="/v2/projects/{project_id}")
app.include_router(v2_project, prefix="/v2")
# Project resource router works across projects
# Project resource router works accross projects
app.include_router(project.project_resource_router)
app.include_router(management.router)
@@ -1,11 +1,4 @@
"""Router for knowledge graph operations.
⚠️ DEPRECATED: This v1 API is deprecated and will be removed on June 30, 2026.
Please migrate to /v2/{project}/knowledge endpoints which use entity IDs instead
of path-based identifiers for improved performance and stability.
Migration guide: See docs/migration/v1-to-v2.md
"""
"""Router for knowledge graph operations."""
from typing import Annotated
@@ -32,11 +25,7 @@ from basic_memory.schemas import (
from basic_memory.schemas.request import EditEntityRequest, MoveEntityRequest
from basic_memory.schemas.base import Permalink, Entity
router = APIRouter(
prefix="/knowledge",
tags=["knowledge"],
deprecated=True, # Marks entire router as deprecated in OpenAPI docs
)
router = APIRouter(prefix="/knowledge", tags=["knowledge"])
async def resolve_relations_background(sync_service, entity_id: int, entity_permalink: str) -> None:
+8 -50
View File
@@ -50,7 +50,6 @@ async def get_project(
) # pragma: no cover
return ProjectItem(
id=found_project.id,
name=found_project.name,
path=normalize_project_path(found_project.path),
is_default=found_project.is_default or False,
@@ -81,17 +80,9 @@ async def update_project(
raise HTTPException(status_code=400, detail="Path must be absolute")
# Get original project info for the response
old_project = await project_service.get_project(name)
if not old_project:
raise HTTPException(
status_code=400, detail=f"Project '{name}' not found in configuration"
)
old_project_info = ProjectItem(
id=old_project.id,
name=old_project.name,
path=old_project.path,
is_default=old_project.is_default or False,
name=name,
path=project_service.projects.get(name, ""),
)
if path:
@@ -100,21 +91,14 @@ async def update_project(
await project_service.update_project(name, is_active=is_active)
# Get updated project info
updated_project = await project_service.get_project(name)
if not updated_project:
raise HTTPException(status_code=404, detail=f"Project '{name}' not found after update")
updated_path = path if path else project_service.projects.get(name, "")
return ProjectStatusResponse(
message=f"Project '{name}' updated successfully",
status="success",
default=(name == project_service.default_project),
old_project=old_project_info,
new_project=ProjectItem(
id=updated_project.id,
name=updated_project.name,
path=updated_project.path,
is_default=updated_project.is_default or False,
),
new_project=ProjectItem(name=name, path=updated_path),
)
except ValueError as e:
raise HTTPException(status_code=400, detail=str(e))
@@ -202,7 +186,6 @@ async def list_projects(
project_items = [
ProjectItem(
id=project.id,
name=project.name,
path=normalize_project_path(project.path),
is_default=project.is_default or False,
@@ -249,7 +232,6 @@ async def add_project(
status="success",
default=existing_project.is_default or False,
new_project=ProjectItem(
id=existing_project.id,
name=existing_project.name,
path=existing_project.path,
is_default=existing_project.is_default or False,
@@ -268,20 +250,12 @@ async def add_project(
project_data.name, project_data.path, set_default=project_data.set_default
)
# Fetch the newly created project to get its ID
new_project = await project_service.get_project(project_data.name)
if not new_project:
raise HTTPException(status_code=500, detail="Failed to retrieve newly created project")
return ProjectStatusResponse( # pyright: ignore [reportCallIssue]
message=f"Project '{project_data.name}' added successfully",
status="success",
default=project_data.set_default,
new_project=ProjectItem(
id=new_project.id,
name=new_project.name,
path=new_project.path,
is_default=new_project.is_default or False,
name=project_data.name, path=project_data.path, is_default=project_data.set_default
),
)
except ValueError as e: # pragma: no cover
@@ -332,12 +306,7 @@ async def remove_project(
message=f"Project '{name}' removed successfully",
status="success",
default=False,
old_project=ProjectItem(
id=old_project.id,
name=old_project.name,
path=old_project.path,
is_default=old_project.is_default or False,
),
old_project=ProjectItem(name=old_project.name, path=old_project.path),
new_project=None,
)
except ValueError as e: # pragma: no cover
@@ -380,14 +349,8 @@ async def set_default_project(
message=f"Project '{name}' set as default successfully",
status="success",
default=True,
old_project=ProjectItem(
id=default_project.id,
name=default_name,
path=default_project.path,
is_default=False,
),
old_project=ProjectItem(name=default_name, path=default_project.path),
new_project=ProjectItem(
id=new_default_project.id,
name=name,
path=new_default_project.path,
is_default=True,
@@ -415,12 +378,7 @@ async def get_default_project(
status_code=404, detail=f"Default Project: '{default_name}' does not exist"
)
return ProjectItem(
id=default_project.id,
name=default_project.name,
path=default_project.path,
is_default=True,
)
return ProjectItem(name=default_project.name, path=default_project.path, is_default=True)
# Synchronize projects between config and database
-25
View File
@@ -29,7 +29,6 @@ async def to_graph_context(
match item.type:
case SearchItemType.ENTITY:
return EntitySummary(
entity_id=item.id,
title=item.title, # pyright: ignore
permalink=item.permalink,
content=item.content,
@@ -38,8 +37,6 @@ async def to_graph_context(
)
case SearchItemType.OBSERVATION:
return ObservationSummary(
observation_id=item.id,
entity_id=item.entity_id, # pyright: ignore
title=item.title, # pyright: ignore
file_path=item.file_path,
category=item.category, # pyright: ignore
@@ -51,16 +48,12 @@ async def to_graph_context(
from_entity = await entity_repository.find_by_id(item.from_id) # pyright: ignore
to_entity = await entity_repository.find_by_id(item.to_id) if item.to_id else None
return RelationSummary(
relation_id=item.id,
entity_id=item.entity_id, # pyright: ignore
title=item.title, # pyright: ignore
file_path=item.file_path,
permalink=item.permalink, # pyright: ignore
relation_type=item.relation_type, # pyright: ignore
from_entity=from_entity.title if from_entity else None,
from_entity_id=item.from_id, # pyright: ignore
to_entity=to_entity.title if to_entity else None,
to_entity_id=item.to_id,
created_at=item.created_at,
)
case _: # pragma: no cover
@@ -118,21 +111,6 @@ async def to_search_results(entity_service: EntityService, results: List[SearchI
search_results = []
for r in results:
entities = await entity_service.get_entities_by_id([r.entity_id, r.from_id, r.to_id]) # pyright: ignore
# Determine which IDs to set based on type
entity_id = None
observation_id = None
relation_id = None
if r.type == SearchItemType.ENTITY:
entity_id = r.id
elif r.type == SearchItemType.OBSERVATION:
observation_id = r.id
entity_id = r.entity_id # Parent entity
elif r.type == SearchItemType.RELATION:
relation_id = r.id
entity_id = r.entity_id # Parent entity
search_results.append(
SearchResult(
title=r.title, # pyright: ignore
@@ -143,9 +121,6 @@ async def to_search_results(entity_service: EntityService, results: List[SearchI
content=r.content,
file_path=r.file_path,
metadata=r.metadata,
entity_id=entity_id,
observation_id=observation_id,
relation_id=relation_id,
category=r.category,
from_entity=entities[0].permalink if entities else None,
to_entity=entities[1].permalink if len(entities) > 1 else None,
-35
View File
@@ -1,35 +0,0 @@
"""API v2 module - ID-based entity references.
Version 2 of the Basic Memory API uses integer entity IDs as the primary
identifier for improved performance and stability.
Key changes from v1:
- Entity lookups use integer IDs instead of paths/permalinks
- Direct database queries instead of cascading resolution
- Stable references that don't change with file moves
- Better caching support
All v2 routers are registered with the /v2 prefix.
"""
from basic_memory.api.v2.routers import (
knowledge_router,
memory_router,
project_router,
resource_router,
search_router,
directory_router,
prompt_router,
importer_router,
)
__all__ = [
"knowledge_router",
"memory_router",
"project_router",
"resource_router",
"search_router",
"directory_router",
"prompt_router",
"importer_router",
]
@@ -1,21 +0,0 @@
"""V2 API routers."""
from basic_memory.api.v2.routers.knowledge_router import router as knowledge_router
from basic_memory.api.v2.routers.project_router import router as project_router
from basic_memory.api.v2.routers.memory_router import router as memory_router
from basic_memory.api.v2.routers.search_router import router as search_router
from basic_memory.api.v2.routers.resource_router import router as resource_router
from basic_memory.api.v2.routers.directory_router import router as directory_router
from basic_memory.api.v2.routers.prompt_router import router as prompt_router
from basic_memory.api.v2.routers.importer_router import router as importer_router
__all__ = [
"knowledge_router",
"project_router",
"memory_router",
"search_router",
"resource_router",
"directory_router",
"prompt_router",
"importer_router",
]
@@ -1,93 +0,0 @@
"""V2 Directory Router - ID-based directory tree operations.
This router provides directory structure browsing for projects using
integer project IDs instead of name-based identifiers.
Key improvements:
- Direct project lookup via integer primary keys
- Consistent with other v2 endpoints
- Better performance through indexed queries
"""
from typing import List, Optional
from fastapi import APIRouter, Query
from basic_memory.deps import DirectoryServiceV2Dep, ProjectIdPathDep
from basic_memory.schemas.directory import DirectoryNode
router = APIRouter(prefix="/directory", tags=["directory-v2"])
@router.get("/tree", response_model=DirectoryNode, response_model_exclude_none=True)
async def get_directory_tree(
directory_service: DirectoryServiceV2Dep,
project_id: ProjectIdPathDep,
):
"""Get hierarchical directory structure from the knowledge base.
Args:
directory_service: Service for directory operations
project_id: Numeric project ID
Returns:
DirectoryNode representing the root of the hierarchical tree structure
"""
# Get a hierarchical directory tree for the specific project
tree = await directory_service.get_directory_tree()
# Return the hierarchical tree
return tree
@router.get("/structure", response_model=DirectoryNode, response_model_exclude_none=True)
async def get_directory_structure(
directory_service: DirectoryServiceV2Dep,
project_id: ProjectIdPathDep,
):
"""Get folder structure for navigation (no files).
Optimized endpoint for folder tree navigation. Returns only directory nodes
without file metadata. For full tree with files, use /directory/tree.
Args:
directory_service: Service for directory operations
project_id: Numeric project ID
Returns:
DirectoryNode tree containing only folders (type="directory")
"""
structure = await directory_service.get_directory_structure()
return structure
@router.get("/list", response_model=List[DirectoryNode], response_model_exclude_none=True)
async def list_directory(
directory_service: DirectoryServiceV2Dep,
project_id: ProjectIdPathDep,
dir_name: str = Query("/", description="Directory path to list"),
depth: int = Query(1, ge=1, le=10, description="Recursion depth (1-10)"),
file_name_glob: Optional[str] = Query(
None, description="Glob pattern for filtering file names"
),
):
"""List directory contents with filtering and depth control.
Args:
directory_service: Service for directory operations
project_id: Numeric project ID
dir_name: Directory path to list (default: root "/")
depth: Recursion depth (1-10, default: 1 for immediate children only)
file_name_glob: Optional glob pattern for filtering file names (e.g., "*.md", "*meeting*")
Returns:
List of DirectoryNode objects matching the criteria
"""
# Get directory listing with filtering
nodes = await directory_service.list_directory(
dir_name=dir_name,
depth=depth,
file_name_glob=file_name_glob,
)
return nodes
@@ -1,182 +0,0 @@
"""V2 Import Router - ID-based data import operations.
This router uses v2 dependencies for consistent project ID handling.
Import endpoints use project_id in the path for consistency with other v2 endpoints.
"""
import json
import logging
from fastapi import APIRouter, Form, HTTPException, UploadFile, status
from basic_memory.deps import (
ChatGPTImporterV2Dep,
ClaudeConversationsImporterV2Dep,
ClaudeProjectsImporterV2Dep,
MemoryJsonImporterV2Dep,
ProjectIdPathDep,
)
from basic_memory.importers import Importer
from basic_memory.schemas.importer import (
ChatImportResult,
EntityImportResult,
ProjectImportResult,
)
logger = logging.getLogger(__name__)
router = APIRouter(prefix="/import", tags=["import-v2"])
@router.post("/chatgpt", response_model=ChatImportResult)
async def import_chatgpt(
project_id: ProjectIdPathDep,
importer: ChatGPTImporterV2Dep,
file: UploadFile,
folder: str = Form("conversations"),
) -> ChatImportResult:
"""Import conversations from ChatGPT JSON export.
Args:
project_id: Validated numeric project ID from URL path
file: The ChatGPT conversations.json file.
folder: The folder to place the files in.
importer: ChatGPT importer instance.
Returns:
ChatImportResult with import statistics.
Raises:
HTTPException: If import fails.
"""
logger.info(f"V2 Importing ChatGPT conversations for project {project_id}")
return await import_file(importer, file, folder)
@router.post("/claude/conversations", response_model=ChatImportResult)
async def import_claude_conversations(
project_id: ProjectIdPathDep,
importer: ClaudeConversationsImporterV2Dep,
file: UploadFile,
folder: str = Form("conversations"),
) -> ChatImportResult:
"""Import conversations from Claude conversations.json export.
Args:
project_id: Validated numeric project ID from URL path
file: The Claude conversations.json file.
folder: The folder to place the files in.
importer: Claude conversations importer instance.
Returns:
ChatImportResult with import statistics.
Raises:
HTTPException: If import fails.
"""
logger.info(f"V2 Importing Claude conversations for project {project_id}")
return await import_file(importer, file, folder)
@router.post("/claude/projects", response_model=ProjectImportResult)
async def import_claude_projects(
project_id: ProjectIdPathDep,
importer: ClaudeProjectsImporterV2Dep,
file: UploadFile,
folder: str = Form("projects"),
) -> ProjectImportResult:
"""Import projects from Claude projects.json export.
Args:
project_id: Validated numeric project ID from URL path
file: The Claude projects.json file.
folder: The base folder to place the files in.
importer: Claude projects importer instance.
Returns:
ProjectImportResult with import statistics.
Raises:
HTTPException: If import fails.
"""
logger.info(f"V2 Importing Claude projects for project {project_id}")
return await import_file(importer, file, folder)
@router.post("/memory-json", response_model=EntityImportResult)
async def import_memory_json(
project_id: ProjectIdPathDep,
importer: MemoryJsonImporterV2Dep,
file: UploadFile,
folder: str = Form("conversations"),
) -> EntityImportResult:
"""Import entities and relations from a memory.json file.
Args:
project_id: Validated numeric project ID from URL path
file: The memory.json file.
folder: Optional destination folder within the project.
importer: Memory JSON importer instance.
Returns:
EntityImportResult with import statistics.
Raises:
HTTPException: If import fails.
"""
logger.info(f"V2 Importing memory.json for project {project_id}")
try:
file_data = []
file_bytes = await file.read()
file_str = file_bytes.decode("utf-8")
for line in file_str.splitlines():
json_data = json.loads(line)
file_data.append(json_data)
result = await importer.import_data(file_data, folder)
if not result.success: # pragma: no cover
raise HTTPException(
status_code=status.HTTP_500_INTERNAL_SERVER_ERROR,
detail=result.error_message or "Import failed",
)
except Exception as e:
logger.exception("V2 Import failed")
raise HTTPException(
status_code=status.HTTP_500_INTERNAL_SERVER_ERROR,
detail=f"Import failed: {str(e)}",
)
return result
async def import_file(importer: Importer, file: UploadFile, destination_folder: str):
"""Helper function to import a file using an importer instance.
Args:
importer: The importer instance to use
file: The file to import
destination_folder: Destination folder for imported content
Returns:
Import result from the importer
Raises:
HTTPException: If import fails
"""
try:
# Process file
json_data = json.load(file.file)
result = await importer.import_data(json_data, destination_folder)
if not result.success: # pragma: no cover
raise HTTPException(
status_code=status.HTTP_500_INTERNAL_SERVER_ERROR,
detail=result.error_message or "Import failed",
)
return result
except Exception as e:
logger.exception("V2 Import failed")
raise HTTPException(
status_code=status.HTTP_500_INTERNAL_SERVER_ERROR,
detail=f"Import failed: {str(e)}",
)
@@ -1,415 +0,0 @@
"""V2 Knowledge Router - ID-based entity operations.
This router provides ID-based CRUD operations for entities, replacing the
path-based identifiers used in v1 with direct integer ID lookups.
Key improvements:
- Direct database lookups via integer primary keys
- Stable references that don't change with file moves
- Better performance through indexed queries
- Simplified caching strategies
"""
from fastapi import APIRouter, HTTPException, BackgroundTasks, Depends, Response
from loguru import logger
from basic_memory.deps import (
EntityServiceV2Dep,
SearchServiceV2Dep,
LinkResolverV2Dep,
ProjectConfigV2Dep,
AppConfigDep,
SyncServiceV2Dep,
EntityRepositoryV2Dep,
ProjectIdPathDep,
)
from basic_memory.schemas import DeleteEntitiesResponse
from basic_memory.schemas.base import Entity
from basic_memory.schemas.request import EditEntityRequest
from basic_memory.schemas.v2 import (
EntityResolveRequest,
EntityResolveResponse,
EntityResponseV2,
MoveEntityRequestV2,
)
router = APIRouter(prefix="/knowledge", tags=["knowledge-v2"])
async def resolve_relations_background(sync_service, entity_id: int, entity_permalink: str) -> None:
"""Background task to resolve relations for a specific entity.
This runs asynchronously after the API response is sent, preventing
long delays when creating entities with many relations.
"""
try:
# Only resolve relations for the newly created entity
await sync_service.resolve_relations(entity_id=entity_id)
logger.debug(
f"Background: Resolved relations for entity {entity_permalink} (id={entity_id})"
)
except Exception as e:
# Log but don't fail - this is a background task
logger.warning(
f"Background: Failed to resolve relations for entity {entity_permalink}: {e}"
)
## Resolution endpoint
@router.post("/resolve", response_model=EntityResolveResponse)
async def resolve_identifier(
project_id: ProjectIdPathDep,
data: EntityResolveRequest,
link_resolver: LinkResolverV2Dep,
) -> EntityResolveResponse:
"""Resolve a string identifier (permalink, title, or path) to an entity ID.
This endpoint provides a bridge between v1-style identifiers and v2 entity IDs.
Use this to convert existing references to the new ID-based format.
Args:
data: Request containing the identifier to resolve
Returns:
Entity ID and metadata about how it was resolved
Raises:
HTTPException: 404 if identifier cannot be resolved
Example:
POST /v2/{project}/knowledge/resolve
{"identifier": "specs/search"}
Returns:
{
"entity_id": 123,
"permalink": "specs/search",
"file_path": "specs/search.md",
"title": "Search Specification",
"resolution_method": "permalink"
}
"""
logger.info(f"API v2 request: resolve_identifier for '{data.identifier}'")
# Try to resolve the identifier
entity = await link_resolver.resolve_link(data.identifier)
if not entity:
raise HTTPException(
status_code=404, detail=f"Could not resolve identifier: '{data.identifier}'"
)
# Determine resolution method
resolution_method = "search" # default
if data.identifier.isdigit():
resolution_method = "id"
elif entity.permalink == data.identifier:
resolution_method = "permalink"
elif entity.title == data.identifier:
resolution_method = "title"
elif entity.file_path == data.identifier:
resolution_method = "path"
result = EntityResolveResponse(
entity_id=entity.id,
permalink=entity.permalink,
file_path=entity.file_path,
title=entity.title,
resolution_method=resolution_method,
)
logger.info(
f"API v2 response: resolved '{data.identifier}' to entity_id={result.entity_id} via {resolution_method}"
)
return result
## Read endpoints
@router.get("/entities/{entity_id}", response_model=EntityResponseV2)
async def get_entity_by_id(
project_id: ProjectIdPathDep,
entity_id: int,
entity_repository: EntityRepositoryV2Dep,
) -> EntityResponseV2:
"""Get an entity by its numeric ID.
This is the primary entity retrieval method in v2, using direct database
lookups for maximum performance.
Args:
entity_id: Numeric entity ID
Returns:
Complete entity with observations and relations
Raises:
HTTPException: 404 if entity not found
"""
logger.info(f"API v2 request: get_entity_by_id entity_id={entity_id}")
entity = await entity_repository.get_by_id(entity_id)
if not entity:
raise HTTPException(status_code=404, detail=f"Entity {entity_id} not found")
result = EntityResponseV2.model_validate(entity)
logger.info(f"API v2 response: entity_id={entity_id}, title='{result.title}'")
return result
## Create endpoints
@router.post("/entities", response_model=EntityResponseV2)
async def create_entity(
project_id: ProjectIdPathDep,
data: Entity,
background_tasks: BackgroundTasks,
entity_service: EntityServiceV2Dep,
search_service: SearchServiceV2Dep,
) -> EntityResponseV2:
"""Create a new entity.
Args:
data: Entity data to create
Returns:
Created entity with generated ID
"""
logger.info(
"API v2 request", endpoint="create_entity", entity_type=data.entity_type, title=data.title
)
entity = await entity_service.create_entity(data)
# reindex
await search_service.index_entity(entity, background_tasks=background_tasks)
result = EntityResponseV2.model_validate(entity)
logger.info(
f"API v2 response: endpoint='create_entity' id={entity.id}, title={result.title}, permalink={result.permalink}, status_code=201"
)
return result
## Update endpoints
@router.put("/entities/{entity_id}", response_model=EntityResponseV2)
async def update_entity_by_id(
project_id: ProjectIdPathDep,
entity_id: int,
data: Entity,
response: Response,
background_tasks: BackgroundTasks,
entity_service: EntityServiceV2Dep,
search_service: SearchServiceV2Dep,
sync_service: SyncServiceV2Dep,
entity_repository: EntityRepositoryV2Dep,
) -> EntityResponseV2:
"""Update an entity by ID.
If the entity doesn't exist, it will be created (upsert behavior).
Args:
entity_id: Numeric entity ID
data: Updated entity data
Returns:
Updated entity
"""
logger.info(f"API v2 request: update_entity_by_id entity_id={entity_id}")
# Check if entity exists
existing = await entity_repository.get_by_id(entity_id)
created = existing is None
# Perform update or create
entity, _ = await entity_service.create_or_update_entity(data)
response.status_code = 201 if created else 200
# reindex
await search_service.index_entity(entity, background_tasks=background_tasks)
# Schedule relation resolution for new entities
if created:
background_tasks.add_task(
resolve_relations_background, sync_service, entity.id, entity.permalink or ""
)
result = EntityResponseV2.model_validate(entity)
logger.info(
f"API v2 response: entity_id={entity_id}, created={created}, status_code={response.status_code}"
)
return result
@router.patch("/entities/{entity_id}", response_model=EntityResponseV2)
async def edit_entity_by_id(
project_id: ProjectIdPathDep,
entity_id: int,
data: EditEntityRequest,
background_tasks: BackgroundTasks,
entity_service: EntityServiceV2Dep,
search_service: SearchServiceV2Dep,
entity_repository: EntityRepositoryV2Dep,
) -> EntityResponseV2:
"""Edit an existing entity by ID using operations like append, prepend, etc.
Args:
entity_id: Numeric entity ID
data: Edit operation details
Returns:
Updated entity
Raises:
HTTPException: 404 if entity not found, 400 if edit fails
"""
logger.info(
f"API v2 request: edit_entity_by_id entity_id={entity_id}, operation='{data.operation}'"
)
# Verify entity exists
entity = await entity_repository.get_by_id(entity_id)
if not entity:
raise HTTPException(status_code=404, detail=f"Entity {entity_id} not found")
try:
# Edit using the entity's permalink or path
identifier = entity.permalink or entity.file_path
updated_entity = await entity_service.edit_entity(
identifier=identifier,
operation=data.operation,
content=data.content,
section=data.section,
find_text=data.find_text,
expected_replacements=data.expected_replacements,
)
# Reindex
await search_service.index_entity(updated_entity, background_tasks=background_tasks)
result = EntityResponseV2.model_validate(updated_entity)
logger.info(
f"API v2 response: entity_id={entity_id}, operation='{data.operation}', status_code=200"
)
return result
except Exception as e:
logger.error(f"Error editing entity {entity_id}: {e}")
raise HTTPException(status_code=400, detail=str(e))
## Delete endpoints
@router.delete("/entities/{entity_id}", response_model=DeleteEntitiesResponse)
async def delete_entity_by_id(
project_id: ProjectIdPathDep,
entity_id: int,
background_tasks: BackgroundTasks,
entity_service: EntityServiceV2Dep,
entity_repository: EntityRepositoryV2Dep,
search_service=Depends(lambda: None), # Optional for now
) -> DeleteEntitiesResponse:
"""Delete an entity by ID.
Args:
entity_id: Numeric entity ID
Returns:
Deletion status
Note: Returns deleted=False if entity doesn't exist (idempotent)
"""
logger.info(f"API v2 request: delete_entity_by_id entity_id={entity_id}")
entity = await entity_repository.get_by_id(entity_id)
if entity is None:
logger.info(f"API v2 response: entity_id={entity_id} not found, deleted=False")
return DeleteEntitiesResponse(deleted=False)
# Delete the entity
deleted = await entity_service.delete_entity(entity_id)
# Remove from search index if search service available
if search_service:
background_tasks.add_task(search_service.handle_delete, entity)
logger.info(f"API v2 response: entity_id={entity_id}, deleted={deleted}")
return DeleteEntitiesResponse(deleted=deleted)
## Move endpoint
@router.put("/entities/{entity_id}/move", response_model=EntityResponseV2)
async def move_entity(
project_id: ProjectIdPathDep,
entity_id: int,
data: MoveEntityRequestV2,
background_tasks: BackgroundTasks,
entity_service: EntityServiceV2Dep,
entity_repository: EntityRepositoryV2Dep,
project_config: ProjectConfigV2Dep,
app_config: AppConfigDep,
search_service: SearchServiceV2Dep,
) -> EntityResponseV2:
"""Move an entity to a new file location.
V2 API uses entity ID in the URL path for stable references.
The entity ID will remain stable after the move.
Args:
project_id: Project ID from URL path
entity_id: Entity ID from URL path (primary identifier)
data: Move request with destination path only
Returns:
Updated entity with new file path
"""
logger.info(
f"API v2 request: move_entity entity_id={entity_id}, destination='{data.destination_path}'"
)
try:
# First, get the entity by ID to verify it exists
entity = await entity_repository.find_by_id(entity_id)
if not entity:
raise HTTPException(status_code=404, detail=f"Entity not found: {entity_id}")
# Move the entity using its current file path as identifier
moved_entity = await entity_service.move_entity(
identifier=entity.file_path, # Use file path for resolution
destination_path=data.destination_path,
project_config=project_config,
app_config=app_config,
)
# Reindex at new location
reindexed_entity = await entity_service.link_resolver.resolve_link(data.destination_path)
if reindexed_entity:
await search_service.index_entity(reindexed_entity, background_tasks=background_tasks)
result = EntityResponseV2.model_validate(moved_entity)
logger.info(
f"API v2 response: moved entity_id={moved_entity.id} to '{data.destination_path}'"
)
return result
except HTTPException:
raise
except Exception as e:
logger.error(f"Error moving entity: {e}")
raise HTTPException(status_code=400, detail=str(e))
@@ -1,130 +0,0 @@
"""V2 routes for memory:// URI operations.
This router uses integer project IDs for stable, efficient routing.
V1 uses string-based project names which are less efficient and less stable.
"""
from typing import Annotated, Optional
from fastapi import APIRouter, Query
from loguru import logger
from basic_memory.deps import ContextServiceV2Dep, EntityRepositoryV2Dep, ProjectIdPathDep
from basic_memory.schemas.base import TimeFrame, parse_timeframe
from basic_memory.schemas.memory import (
GraphContext,
normalize_memory_url,
)
from basic_memory.schemas.search import SearchItemType
from basic_memory.api.routers.utils import to_graph_context
# Note: No prefix here - it's added during registration as /v2/{project_id}/memory
router = APIRouter(tags=["memory"])
@router.get("/memory/recent", response_model=GraphContext)
async def recent(
project_id: ProjectIdPathDep,
context_service: ContextServiceV2Dep,
entity_repository: EntityRepositoryV2Dep,
type: Annotated[list[SearchItemType] | None, Query()] = None,
depth: int = 1,
timeframe: TimeFrame = "7d",
page: int = 1,
page_size: int = 10,
max_related: int = 10,
) -> GraphContext:
"""Get recent activity context for a project.
Args:
project_id: Validated numeric project ID from URL path
context_service: Context service scoped to project
entity_repository: Entity repository scoped to project
type: Types of items to include (entities, relations, observations)
depth: How many levels of related entities to include
timeframe: Time window for recent activity (e.g., "7d", "1 week")
page: Page number for pagination
page_size: Number of items per page
max_related: Maximum related entities to include per item
Returns:
GraphContext with recent activity and related entities
"""
# return all types by default
types = (
[SearchItemType.ENTITY, SearchItemType.RELATION, SearchItemType.OBSERVATION]
if not type
else type
)
logger.debug(
f"V2 Getting recent context for project {project_id}: `{types}` depth: `{depth}` timeframe: `{timeframe}` page: `{page}` page_size: `{page_size}` max_related: `{max_related}`"
)
# Parse timeframe
since = parse_timeframe(timeframe)
limit = page_size
offset = (page - 1) * page_size
# Build context
context = await context_service.build_context(
types=types, depth=depth, since=since, limit=limit, offset=offset, max_related=max_related
)
recent_context = await to_graph_context(
context, entity_repository=entity_repository, page=page, page_size=page_size
)
logger.debug(f"V2 Recent context: {recent_context.model_dump_json()}")
return recent_context
# get_memory_context needs to be declared last so other paths can match
@router.get("/memory/{uri:path}", response_model=GraphContext)
async def get_memory_context(
project_id: ProjectIdPathDep,
context_service: ContextServiceV2Dep,
entity_repository: EntityRepositoryV2Dep,
uri: str,
depth: int = 1,
timeframe: Optional[TimeFrame] = None,
page: int = 1,
page_size: int = 10,
max_related: int = 10,
) -> GraphContext:
"""Get rich context from memory:// URI.
V2 supports both legacy path-based URIs and new ID-based URIs:
- Legacy: memory://path/to/note
- ID-based: memory://id/123 or memory://123
Args:
project_id: Validated numeric project ID from URL path
context_service: Context service scoped to project
entity_repository: Entity repository scoped to project
uri: Memory URI path (e.g., "id/123", "123", or "path/to/note")
depth: How many levels of related entities to include
timeframe: Optional time window for filtering related content
page: Page number for pagination
page_size: Number of items per page
max_related: Maximum related entities to include
Returns:
GraphContext with the entity and its related context
"""
logger.debug(
f"V2 Getting context for project {project_id}, URI: `{uri}` depth: `{depth}` timeframe: `{timeframe}` page: `{page}` page_size: `{page_size}` max_related: `{max_related}`"
)
memory_url = normalize_memory_url(uri)
# Parse timeframe
since = parse_timeframe(timeframe) if timeframe else None
limit = page_size
offset = (page - 1) * page_size
# Build context
context = await context_service.build_context(
memory_url, depth=depth, since=since, limit=limit, offset=offset, max_related=max_related
)
return await to_graph_context(
context, entity_repository=entity_repository, page=page, page_size=page_size
)
@@ -1,264 +0,0 @@
"""V2 Project Router - ID-based project management operations.
This router provides ID-based CRUD operations for projects, replacing the
name-based identifiers used in v1 with direct integer ID lookups.
Key improvements:
- Direct database lookups via integer primary keys
- Stable references that don't change with project renames
- Better performance through indexed queries
- Consistent with v2 entity operations
"""
import os
from typing import Optional
from fastapi import APIRouter, HTTPException, Body, Query
from loguru import logger
from basic_memory.deps import (
ProjectServiceDep,
ProjectRepositoryDep,
ProjectIdPathDep,
)
from basic_memory.schemas.project_info import (
ProjectItem,
ProjectStatusResponse,
)
from basic_memory.utils import normalize_project_path
router = APIRouter(prefix="/projects", tags=["project_management-v2"])
@router.get("/{project_id}", response_model=ProjectItem)
async def get_project_by_id(
project_id: ProjectIdPathDep,
project_repository: ProjectRepositoryDep,
) -> ProjectItem:
"""Get project by its numeric ID.
This is the primary project retrieval method in v2, using direct database
lookups for maximum performance.
Args:
project_id: Numeric project ID
Returns:
Project information
Raises:
HTTPException: 404 if project not found
Example:
GET /v2/projects/3
"""
logger.info(f"API v2 request: get_project_by_id for project_id={project_id}")
project = await project_repository.get_by_id(project_id)
if not project:
raise HTTPException(status_code=404, detail=f"Project with ID {project_id} not found")
return ProjectItem(
id=project.id,
name=project.name,
path=normalize_project_path(project.path),
is_default=project.is_default or False,
)
@router.patch("/{project_id}", response_model=ProjectStatusResponse)
async def update_project_by_id(
project_id: ProjectIdPathDep,
project_service: ProjectServiceDep,
project_repository: ProjectRepositoryDep,
path: Optional[str] = Body(None, description="New absolute path for the project"),
is_active: Optional[bool] = Body(None, description="Status of the project (active/inactive)"),
) -> ProjectStatusResponse:
"""Update a project's information by ID.
Args:
project_id: Numeric project ID
path: Optional new absolute path for the project
is_active: Optional status update for the project
Returns:
Response confirming the project was updated
Raises:
HTTPException: 400 if validation fails, 404 if project not found
Example:
PATCH /v2/projects/3
{"path": "/new/path"}
"""
logger.info(f"API v2 request: update_project_by_id for project_id={project_id}")
try:
# Validate that path is absolute if provided
if path and not os.path.isabs(path):
raise HTTPException(status_code=400, detail="Path must be absolute")
# Get original project info for the response
old_project = await project_repository.get_by_id(project_id)
if not old_project:
raise HTTPException(status_code=404, detail=f"Project with ID {project_id} not found")
old_project_info = ProjectItem(
id=old_project.id,
name=old_project.name,
path=old_project.path,
is_default=old_project.is_default or False,
)
# Update using project name (service layer still uses names internally)
if path:
await project_service.move_project(old_project.name, path)
elif is_active is not None:
await project_service.update_project(old_project.name, is_active=is_active)
# Get updated project info
updated_project = await project_repository.get_by_id(project_id)
if not updated_project:
raise HTTPException(
status_code=404, detail=f"Project with ID {project_id} not found after update"
)
return ProjectStatusResponse(
message=f"Project '{updated_project.name}' updated successfully",
status="success",
default=(old_project.name == project_service.default_project),
old_project=old_project_info,
new_project=ProjectItem(
id=updated_project.id,
name=updated_project.name,
path=updated_project.path,
is_default=updated_project.is_default or False,
),
)
except ValueError as e:
raise HTTPException(status_code=400, detail=str(e))
@router.delete("/{project_id}", response_model=ProjectStatusResponse)
async def delete_project_by_id(
project_id: ProjectIdPathDep,
project_service: ProjectServiceDep,
project_repository: ProjectRepositoryDep,
delete_notes: bool = Query(
False, description="If True, delete project directory from filesystem"
),
) -> ProjectStatusResponse:
"""Delete a project by ID.
Args:
project_id: Numeric project ID
delete_notes: If True, delete the project directory from the filesystem
Returns:
Response confirming the project was deleted
Raises:
HTTPException: 400 if trying to delete default project, 404 if not found
Example:
DELETE /v2/projects/3?delete_notes=false
"""
logger.info(
f"API v2 request: delete_project_by_id for project_id={project_id}, delete_notes={delete_notes}"
)
try:
old_project = await project_repository.get_by_id(project_id)
if not old_project:
raise HTTPException(status_code=404, detail=f"Project with ID {project_id} not found")
# Check if trying to delete the default project
if old_project.name == project_service.default_project:
available_projects = await project_service.list_projects()
other_projects = [p.name for p in available_projects if p.id != project_id]
detail = f"Cannot delete default project '{old_project.name}'. "
if other_projects:
detail += (
f"Set another project as default first. Available: {', '.join(other_projects)}"
)
else:
detail += "This is the only project in your configuration."
raise HTTPException(status_code=400, detail=detail)
# Delete using project name (service layer still uses names internally)
await project_service.remove_project(old_project.name, delete_notes=delete_notes)
return ProjectStatusResponse(
message=f"Project '{old_project.name}' removed successfully",
status="success",
default=False,
old_project=ProjectItem(
id=old_project.id,
name=old_project.name,
path=old_project.path,
is_default=old_project.is_default or False,
),
new_project=None,
)
except ValueError as e:
raise HTTPException(status_code=400, detail=str(e))
@router.put("/{project_id}/default", response_model=ProjectStatusResponse)
async def set_default_project_by_id(
project_id: ProjectIdPathDep,
project_service: ProjectServiceDep,
project_repository: ProjectRepositoryDep,
) -> ProjectStatusResponse:
"""Set a project as the default project by ID.
Args:
project_id: Numeric project ID to set as default
Returns:
Response confirming the project was set as default
Raises:
HTTPException: 404 if project not found
Example:
PUT /v2/projects/3/default
"""
logger.info(f"API v2 request: set_default_project_by_id for project_id={project_id}")
try:
# Get the old default project
default_name = project_service.default_project
default_project = await project_service.get_project(default_name)
if not default_project:
raise HTTPException(
status_code=404, detail=f"Default Project: '{default_name}' does not exist"
)
# Get the new default project
new_default_project = await project_repository.get_by_id(project_id)
if not new_default_project:
raise HTTPException(status_code=404, detail=f"Project with ID {project_id} not found")
# Set as default using project name (service layer still uses names internally)
await project_service.set_default_project(new_default_project.name)
return ProjectStatusResponse(
message=f"Project '{new_default_project.name}' set as default successfully",
status="success",
default=True,
old_project=ProjectItem(
id=default_project.id,
name=default_name,
path=default_project.path,
is_default=False,
),
new_project=ProjectItem(
id=new_default_project.id,
name=new_default_project.name,
path=new_default_project.path,
is_default=True,
),
)
except ValueError as e:
raise HTTPException(status_code=400, detail=str(e))
@@ -1,270 +0,0 @@
"""V2 Prompt Router - ID-based prompt generation operations.
This router uses v2 dependencies for consistent project ID handling.
Prompt endpoints are action-based (not resource-based), so they don't
have entity IDs in URLs - they generate formatted prompts from queries.
"""
from datetime import datetime, timezone
from fastapi import APIRouter, HTTPException, status
from loguru import logger
from basic_memory.api.routers.utils import to_graph_context, to_search_results
from basic_memory.api.template_loader import template_loader
from basic_memory.schemas.base import parse_timeframe
from basic_memory.deps import (
ContextServiceV2Dep,
EntityRepositoryV2Dep,
SearchServiceV2Dep,
EntityServiceV2Dep,
ProjectIdPathDep,
)
from basic_memory.schemas.prompt import (
ContinueConversationRequest,
SearchPromptRequest,
PromptResponse,
PromptMetadata,
)
from basic_memory.schemas.search import SearchItemType, SearchQuery
router = APIRouter(prefix="/prompt", tags=["prompt-v2"])
@router.post("/continue-conversation", response_model=PromptResponse)
async def continue_conversation(
project_id: ProjectIdPathDep,
search_service: SearchServiceV2Dep,
entity_service: EntityServiceV2Dep,
context_service: ContextServiceV2Dep,
entity_repository: EntityRepositoryV2Dep,
request: ContinueConversationRequest,
) -> PromptResponse:
"""Generate a prompt for continuing a conversation.
This endpoint takes a topic and/or timeframe and generates a prompt with
relevant context from the knowledge base.
Args:
project_id: Validated numeric project ID from URL path
request: The request parameters
Returns:
Formatted continuation prompt with context
"""
logger.info(
f"V2 Generating continue conversation prompt for project {project_id}, "
f"topic: {request.topic}, timeframe: {request.timeframe}"
)
since = parse_timeframe(request.timeframe) if request.timeframe else None
# Initialize search results
search_results = []
# Get data needed for template
if request.topic:
query = SearchQuery(text=request.topic, after_date=request.timeframe)
results = await search_service.search(query, limit=request.search_items_limit)
search_results = await to_search_results(entity_service, results)
# Build context from results
all_hierarchical_results = []
for result in search_results:
if hasattr(result, "permalink") and result.permalink:
# Get hierarchical context using the new dataclass-based approach
context_result = await context_service.build_context(
result.permalink,
depth=request.depth,
since=since,
max_related=request.related_items_limit,
include_observations=True, # Include observations for entities
)
# Process results into the schema format
graph_context = await to_graph_context(
context_result, entity_repository=entity_repository
)
# Add results to our collection (limit to top results for each permalink)
if graph_context.results:
all_hierarchical_results.extend(graph_context.results[:3])
# Limit to a reasonable number of total results
all_hierarchical_results = all_hierarchical_results[:10]
template_context = {
"topic": request.topic,
"timeframe": request.timeframe,
"hierarchical_results": all_hierarchical_results,
"has_results": len(all_hierarchical_results) > 0,
}
else:
# If no topic, get recent activity
context_result = await context_service.build_context(
types=[SearchItemType.ENTITY],
depth=request.depth,
since=since,
max_related=request.related_items_limit,
include_observations=True,
)
recent_context = await to_graph_context(context_result, entity_repository=entity_repository)
hierarchical_results = recent_context.results[:5] # Limit to top 5 recent items
template_context = {
"topic": f"Recent Activity from ({request.timeframe})",
"timeframe": request.timeframe,
"hierarchical_results": hierarchical_results,
"has_results": len(hierarchical_results) > 0,
}
try:
# Render template
rendered_prompt = await template_loader.render(
"prompts/continue_conversation.hbs", template_context
)
# Calculate metadata
# Count items of different types
observation_count = 0
relation_count = 0
entity_count = 0
# Get the hierarchical results from the template context
hierarchical_results_for_count = template_context.get("hierarchical_results", [])
# For topic-based search
if request.topic:
for item in hierarchical_results_for_count:
if hasattr(item, "observations"):
observation_count += len(item.observations) if item.observations else 0
if hasattr(item, "related_results"):
for related in item.related_results or []:
if hasattr(related, "type"):
if related.type == "relation":
relation_count += 1
elif related.type == "entity": # pragma: no cover
entity_count += 1 # pragma: no cover
# For recent activity
else:
for item in hierarchical_results_for_count:
if hasattr(item, "observations"):
observation_count += len(item.observations) if item.observations else 0
if hasattr(item, "related_results"):
for related in item.related_results or []:
if hasattr(related, "type"):
if related.type == "relation":
relation_count += 1
elif related.type == "entity": # pragma: no cover
entity_count += 1 # pragma: no cover
# Build metadata
metadata = {
"query": request.topic,
"timeframe": request.timeframe,
"search_count": len(search_results)
if request.topic
else 0, # Original search results count
"context_count": len(hierarchical_results_for_count),
"observation_count": observation_count,
"relation_count": relation_count,
"total_items": (
len(hierarchical_results_for_count)
+ observation_count
+ relation_count
+ entity_count
),
"search_limit": request.search_items_limit,
"context_depth": request.depth,
"related_limit": request.related_items_limit,
"generated_at": datetime.now(timezone.utc).isoformat(),
}
prompt_metadata = PromptMetadata(**metadata)
return PromptResponse(
prompt=rendered_prompt, context=template_context, metadata=prompt_metadata
)
except Exception as e:
logger.error(f"Error rendering continue conversation template: {e}")
raise HTTPException(
status_code=status.HTTP_500_INTERNAL_SERVER_ERROR,
detail=f"Error rendering prompt template: {str(e)}",
)
@router.post("/search", response_model=PromptResponse)
async def search_prompt(
project_id: ProjectIdPathDep,
search_service: SearchServiceV2Dep,
entity_service: EntityServiceV2Dep,
request: SearchPromptRequest,
page: int = 1,
page_size: int = 10,
) -> PromptResponse:
"""Generate a prompt for search results.
This endpoint takes a search query and formats the results into a helpful
prompt with context and suggestions.
Args:
project_id: Validated numeric project ID from URL path
request: The search parameters
page: The page number for pagination
page_size: The number of results per page, defaults to 10
Returns:
Formatted search results prompt with context
"""
logger.info(
f"V2 Generating search prompt for project {project_id}, "
f"query: {request.query}, timeframe: {request.timeframe}"
)
limit = page_size
offset = (page - 1) * page_size
query = SearchQuery(text=request.query, after_date=request.timeframe)
results = await search_service.search(query, limit=limit, offset=offset)
search_results = await to_search_results(entity_service, results)
template_context = {
"query": request.query,
"timeframe": request.timeframe,
"results": search_results,
"has_results": len(search_results) > 0,
"result_count": len(search_results),
}
try:
# Render template
rendered_prompt = await template_loader.render("prompts/search.hbs", template_context)
# Build metadata
metadata = {
"query": request.query,
"timeframe": request.timeframe,
"search_count": len(search_results),
"context_count": len(search_results),
"observation_count": 0, # Search results don't include observations
"relation_count": 0, # Search results don't include relations
"total_items": len(search_results),
"search_limit": limit,
"context_depth": 0, # No context depth for basic search
"related_limit": 0, # No related items for basic search
"generated_at": datetime.now(timezone.utc).isoformat(),
}
prompt_metadata = PromptMetadata(**metadata)
return PromptResponse(
prompt=rendered_prompt, context=template_context, metadata=prompt_metadata
)
except Exception as e:
logger.error(f"Error rendering search template: {e}")
raise HTTPException(
status_code=status.HTTP_500_INTERNAL_SERVER_ERROR,
detail=f"Error rendering prompt template: {str(e)}",
)
@@ -1,292 +0,0 @@
"""V2 Resource Router - ID-based resource content operations.
This router uses entity IDs for all operations, with file paths in request bodies
when needed. This is consistent with v2's ID-first design.
Key differences from v1:
- Uses integer entity IDs in URL paths instead of file paths
- File paths are in request bodies for create/update operations
- More RESTful: POST for create, PUT for update, GET for read
"""
from pathlib import Path
from fastapi import APIRouter, HTTPException
from fastapi.responses import FileResponse
from loguru import logger
from basic_memory.deps import (
ProjectConfigV2Dep,
EntityServiceV2Dep,
FileServiceV2Dep,
EntityRepositoryV2Dep,
SearchServiceV2Dep,
ProjectIdPathDep,
)
from basic_memory.models.knowledge import Entity as EntityModel
from basic_memory.schemas.v2.resource import (
CreateResourceRequest,
UpdateResourceRequest,
ResourceResponse,
)
from basic_memory.utils import validate_project_path
from datetime import datetime
router = APIRouter(prefix="/resource", tags=["resources-v2"])
@router.get("/{entity_id}")
async def get_resource_content(
project_id: ProjectIdPathDep,
entity_id: int,
config: ProjectConfigV2Dep,
entity_service: EntityServiceV2Dep,
file_service: FileServiceV2Dep,
) -> FileResponse:
"""Get raw resource content by entity ID.
Args:
project_id: Validated numeric project ID from URL path
entity_id: Numeric entity ID
config: Project configuration
entity_service: Entity service for fetching entity data
file_service: File service for reading file content
Returns:
FileResponse with entity content
Raises:
HTTPException: 404 if entity or file not found
"""
logger.debug(f"V2 Getting content for project {project_id}, entity_id: {entity_id}")
# Get entity by ID
entities = await entity_service.get_entities_by_id([entity_id])
if not entities:
raise HTTPException(status_code=404, detail=f"Entity {entity_id} not found")
entity = entities[0]
# Validate entity file path to prevent path traversal
project_path = Path(config.home)
if not validate_project_path(entity.file_path, project_path):
logger.error(f"Invalid file path in entity {entity.id}: {entity.file_path}")
raise HTTPException(
status_code=500,
detail="Entity contains invalid file path",
)
file_path = Path(f"{config.home}/{entity.file_path}")
if not file_path.exists():
raise HTTPException(
status_code=404,
detail=f"File not found: {file_path}",
)
return FileResponse(path=file_path)
@router.post("", response_model=ResourceResponse)
async def create_resource(
project_id: ProjectIdPathDep,
data: CreateResourceRequest,
config: ProjectConfigV2Dep,
file_service: FileServiceV2Dep,
entity_repository: EntityRepositoryV2Dep,
search_service: SearchServiceV2Dep,
) -> ResourceResponse:
"""Create a new resource file.
Args:
project_id: Validated numeric project ID from URL path
data: Create resource request with file_path and content
config: Project configuration
file_service: File service for writing files
entity_repository: Entity repository for creating entities
search_service: Search service for indexing
Returns:
ResourceResponse with file information including entity_id
Raises:
HTTPException: 400 for invalid file paths, 409 if file already exists
"""
try:
# Validate path to prevent path traversal attacks
project_path = Path(config.home)
if not validate_project_path(data.file_path, project_path):
logger.warning(
f"Invalid file path attempted: {data.file_path} in project {config.name}"
)
raise HTTPException(
status_code=400,
detail=f"Invalid file path: {data.file_path}. "
"Path must be relative and stay within project boundaries.",
)
# Check if entity already exists
existing_entity = await entity_repository.get_by_file_path(data.file_path)
if existing_entity:
raise HTTPException(
status_code=409,
detail=f"Resource already exists at {data.file_path} with entity_id {existing_entity.id}. "
f"Use PUT /resource/{existing_entity.id} to update it.",
)
# Get full file path
full_path = Path(f"{config.home}/{data.file_path}")
# Ensure parent directory exists
full_path.parent.mkdir(parents=True, exist_ok=True)
# Write content to file
checksum = await file_service.write_file(full_path, data.content)
# Get file info
file_stats = file_service.file_stats(full_path)
# Determine file details
file_name = Path(data.file_path).name
content_type = file_service.content_type(full_path)
entity_type = "canvas" if data.file_path.endswith(".canvas") else "file"
# Create a new entity model
entity = EntityModel(
title=file_name,
entity_type=entity_type,
content_type=content_type,
file_path=data.file_path,
checksum=checksum,
created_at=datetime.fromtimestamp(file_stats.st_ctime).astimezone(),
updated_at=datetime.fromtimestamp(file_stats.st_mtime).astimezone(),
)
entity = await entity_repository.add(entity)
# Index the file for search
await search_service.index_entity(entity) # pyright: ignore
# Return success response
return ResourceResponse(
entity_id=entity.id,
file_path=data.file_path,
checksum=checksum,
size=file_stats.st_size,
created_at=file_stats.st_ctime,
modified_at=file_stats.st_mtime,
)
except HTTPException:
# Re-raise HTTP exceptions without wrapping
raise
except Exception as e: # pragma: no cover
logger.error(f"Error creating resource {data.file_path}: {e}")
raise HTTPException(status_code=500, detail=f"Failed to create resource: {str(e)}")
@router.put("/{entity_id}", response_model=ResourceResponse)
async def update_resource(
project_id: ProjectIdPathDep,
entity_id: int,
data: UpdateResourceRequest,
config: ProjectConfigV2Dep,
file_service: FileServiceV2Dep,
entity_repository: EntityRepositoryV2Dep,
search_service: SearchServiceV2Dep,
) -> ResourceResponse:
"""Update an existing resource by entity ID.
Can update content and optionally move the file to a new path.
Args:
project_id: Validated numeric project ID from URL path
entity_id: Entity ID of the resource to update
data: Update resource request with content and optional new file_path
config: Project configuration
file_service: File service for writing files
entity_repository: Entity repository for updating entities
search_service: Search service for indexing
Returns:
ResourceResponse with updated file information
Raises:
HTTPException: 404 if entity not found, 400 for invalid paths
"""
try:
# Get existing entity
entity = await entity_repository.get_by_id(entity_id)
if not entity:
raise HTTPException(status_code=404, detail=f"Entity {entity_id} not found")
# Determine target file path
target_file_path = data.file_path if data.file_path else entity.file_path
# Validate path to prevent path traversal attacks
project_path = Path(config.home)
if not validate_project_path(target_file_path, project_path):
logger.warning(
f"Invalid file path attempted: {target_file_path} in project {config.name}"
)
raise HTTPException(
status_code=400,
detail=f"Invalid file path: {target_file_path}. "
"Path must be relative and stay within project boundaries.",
)
# Get full paths
old_full_path = Path(f"{config.home}/{entity.file_path}")
new_full_path = Path(f"{config.home}/{target_file_path}")
# If moving file, handle the move
if data.file_path and data.file_path != entity.file_path:
# Ensure new parent directory exists
new_full_path.parent.mkdir(parents=True, exist_ok=True)
# If old file exists, remove it
if old_full_path.exists():
old_full_path.unlink()
else:
# Ensure directory exists for in-place update
new_full_path.parent.mkdir(parents=True, exist_ok=True)
# Write content to target file
checksum = await file_service.write_file(new_full_path, data.content)
# Get file info
file_stats = file_service.file_stats(new_full_path)
# Determine file details
file_name = Path(target_file_path).name
content_type = file_service.content_type(new_full_path)
entity_type = "canvas" if target_file_path.endswith(".canvas") else "file"
# Update entity
updated_entity = await entity_repository.update(
entity_id,
{
"title": file_name,
"entity_type": entity_type,
"content_type": content_type,
"file_path": target_file_path,
"checksum": checksum,
"updated_at": datetime.fromtimestamp(file_stats.st_mtime).astimezone(),
},
)
# Index the updated file for search
await search_service.index_entity(updated_entity) # pyright: ignore
# Return success response
return ResourceResponse(
entity_id=entity_id,
file_path=target_file_path,
checksum=checksum,
size=file_stats.st_size,
created_at=file_stats.st_ctime,
modified_at=file_stats.st_mtime,
)
except HTTPException:
# Re-raise HTTP exceptions without wrapping
raise
except Exception as e: # pragma: no cover
logger.error(f"Error updating resource {entity_id}: {e}")
raise HTTPException(status_code=500, detail=f"Failed to update resource: {str(e)}")
@@ -1,73 +0,0 @@
"""V2 router for search operations.
This router uses integer project IDs for stable, efficient routing.
V1 uses string-based project names which are less efficient and less stable.
"""
from fastapi import APIRouter, BackgroundTasks
from basic_memory.api.routers.utils import to_search_results
from basic_memory.schemas.search import SearchQuery, SearchResponse
from basic_memory.deps import SearchServiceV2Dep, EntityServiceV2Dep, ProjectIdPathDep
# Note: No prefix here - it's added during registration as /v2/{project_id}/search
router = APIRouter(tags=["search"])
@router.post("/search/", response_model=SearchResponse)
async def search(
project_id: ProjectIdPathDep,
query: SearchQuery,
search_service: SearchServiceV2Dep,
entity_service: EntityServiceV2Dep,
page: int = 1,
page_size: int = 10,
):
"""Search across all knowledge and documents in a project.
V2 uses integer project IDs for improved performance and stability.
Args:
project_id: Validated numeric project ID from URL path
query: Search query parameters (text, filters, etc.)
search_service: Search service scoped to project
entity_service: Entity service scoped to project
page: Page number for pagination
page_size: Number of results per page
Returns:
SearchResponse with paginated search results
"""
limit = page_size
offset = (page - 1) * page_size
results = await search_service.search(query, limit=limit, offset=offset)
search_results = await to_search_results(entity_service, results)
return SearchResponse(
results=search_results,
current_page=page,
page_size=page_size,
)
@router.post("/search/reindex")
async def reindex(
project_id: ProjectIdPathDep,
background_tasks: BackgroundTasks,
search_service: SearchServiceV2Dep,
):
"""Recreate and populate the search index for a project.
This is a background operation that rebuilds the search index
from scratch. Useful after bulk updates or if the index becomes
corrupted.
Args:
project_id: Validated numeric project ID from URL path
background_tasks: FastAPI background tasks handler
search_service: Search service scoped to project
Returns:
Status message indicating reindex has been initiated
"""
await search_service.reindex_all(background_tasks=background_tasks)
return {"status": "ok", "message": "Reindex initiated"}
+6
View File
@@ -132,6 +132,12 @@ class BasicMemoryConfig(BaseSettings):
gt=0,
)
sync_batch_size: int = Field(
default=100,
description="Number of files to process in a single database transaction during sync. Higher values improve performance with remote databases (Postgres) but increase memory usage. Typical values: 100 (conservative), 500 (balanced), 1000 (aggressive).",
gt=0,
)
kebab_filenames: bool = Field(
default=False,
description="Format for generated filenames. False preserves spaces and special chars, True converts them to hyphens for consistency with permalinks",
+15 -20
View File
@@ -33,7 +33,6 @@ class DatabaseType(Enum):
MEMORY = auto()
FILESYSTEM = auto()
POSTGRES = auto()
@classmethod
def get_db_url(
@@ -43,7 +42,7 @@ class DatabaseType(Enum):
Args:
db_path: Path to SQLite database file (ignored for Postgres)
db_type: Type of database (MEMORY, FILESYSTEM, or POSTGRES)
db_type: Type of database (MEMORY or FILESYSTEM)
config: Optional config to check for database backend and URL
Returns:
@@ -53,21 +52,16 @@ class DatabaseType(Enum):
if config is None:
config = ConfigManager().config
# Handle explicit Postgres type
if db_type == cls.POSTGRES:
if not config.database_url:
raise ValueError("DATABASE_URL must be set when using Postgres backend")
logger.info(f"Using Postgres database: {config.database_url}")
return config.database_url
# Check if Postgres backend is configured (for backward compatibility)
# Check if Postgres backend is configured
if config.database_backend == DatabaseBackend.POSTGRES:
if not config.database_url:
raise ValueError("DATABASE_URL must be set when using Postgres backend")
logger.info(f"Using Postgres database: {config.database_url}")
logger.info(
f"Using Postgres database: {config.database_url.split('@')[1] if '@' in config.database_url else config.database_url}"
)
return config.database_url
# SQLite databases
# Default to SQLite
if db_type == cls.MEMORY:
logger.info("Using in-memory SQLite database")
return "sqlite+aiosqlite://"
@@ -216,7 +210,7 @@ def _create_engine_and_session(
Args:
db_path: Path to database file (used for SQLite, ignored for Postgres)
db_type: Type of database (MEMORY, FILESYSTEM, or POSTGRES)
db_type: Type of database (MEMORY or FILESYSTEM)
Returns:
Tuple of (engine, session_maker)
@@ -226,8 +220,7 @@ def _create_engine_and_session(
logger.debug(f"Creating engine for db_url: {db_url}")
# Delegate to backend-specific engine creation
# Check explicit POSTGRES type first, then config setting
if db_type == DatabaseType.POSTGRES or config.database_backend == DatabaseBackend.POSTGRES:
if config.database_backend == DatabaseBackend.POSTGRES:
engine = _create_postgres_engine(db_url)
else:
engine = _create_sqlite_engine(db_url, db_type)
@@ -333,8 +326,13 @@ async def run_migrations(
config.set_main_option("revision_environment", "false")
# Get the correct database URL based on backend configuration
# No URL conversion needed - env.py now handles both async and sync engines
db_url = DatabaseType.get_db_url(app_config.database_path, database_type, app_config)
# For Postgres, Alembic needs synchronous driver (psycopg2), not async (asyncpg)
if app_config.database_backend == DatabaseBackend.POSTGRES:
# Convert asyncpg URL to psycopg2 URL for Alembic
db_url = db_url.replace("postgresql+asyncpg://", "postgresql://")
config.set_main_option("sqlalchemy.url", db_url)
command.upgrade(config, "head")
@@ -350,10 +348,7 @@ async def run_migrations(
# For SQLite: Create FTS5 virtual table
# For Postgres: No-op (tsvector column added by migrations)
# The project_id is not used for init_search_index, so we pass a dummy value
if (
database_type == DatabaseType.POSTGRES
or app_config.database_backend == DatabaseBackend.POSTGRES
):
if app_config.database_backend == DatabaseBackend.POSTGRES:
await PostgresSearchRepository(session_maker, 1).init_search_index()
else:
await SQLiteSearchRepository(session_maker, 1).init_search_index()
-280
View File
@@ -76,34 +76,6 @@ async def get_project_config(
ProjectConfigDep = Annotated[ProjectConfig, Depends(get_project_config)] # pragma: no cover
async def get_project_config_v2(
project_id: "ProjectIdPathDep", project_repository: "ProjectRepositoryDep"
) -> ProjectConfig: # pragma: no cover
"""Get the project config for v2 API (uses integer project_id from path).
Args:
project_id: The validated numeric project ID from the URL path
project_repository: Repository for project operations
Returns:
The resolved project config
Raises:
HTTPException: If project is not found
"""
project_obj = await project_repository.get_by_id(project_id)
if project_obj:
return ProjectConfig(name=project_obj.name, home=pathlib.Path(project_obj.path))
# Not found (this should not happen since ProjectIdPathDep already validates existence)
raise HTTPException( # pragma: no cover
status_code=status.HTTP_404_NOT_FOUND, detail=f"Project with ID {project_id} not found."
)
ProjectConfigV2Dep = Annotated[ProjectConfig, Depends(get_project_config_v2)] # pragma: no cover
## sqlalchemy
@@ -158,38 +130,6 @@ ProjectRepositoryDep = Annotated[ProjectRepository, Depends(get_project_reposito
ProjectPathDep = Annotated[str, Path()] # Use Path dependency to extract from URL
async def validate_project_id(
project_id: int,
project_repository: ProjectRepositoryDep,
) -> int:
"""Validate that a numeric project ID exists in the database.
This is used for v2 API endpoints that take project IDs as integers in the path.
The project_id parameter will be automatically extracted from the URL path by FastAPI.
Args:
project_id: The numeric project ID from the URL path
project_repository: Repository for project operations
Returns:
The validated project ID
Raises:
HTTPException: If project with that ID is not found
"""
project_obj = await project_repository.get_by_id(project_id)
if not project_obj:
raise HTTPException(
status_code=status.HTTP_404_NOT_FOUND,
detail=f"Project with ID {project_id} not found.",
)
return project_id
# V2 API: Validated integer project ID from path
ProjectIdPathDep = Annotated[int, Depends(validate_project_id)]
async def get_project_id(
project_repository: ProjectRepositoryDep,
project: ProjectPathDep,
@@ -248,17 +188,6 @@ async def get_entity_repository(
EntityRepositoryDep = Annotated[EntityRepository, Depends(get_entity_repository)]
async def get_entity_repository_v2(
session_maker: SessionMakerDep,
project_id: ProjectIdPathDep,
) -> EntityRepository:
"""Create an EntityRepository instance for v2 API (uses integer project_id from path)."""
return EntityRepository(session_maker, project_id=project_id)
EntityRepositoryV2Dep = Annotated[EntityRepository, Depends(get_entity_repository_v2)]
async def get_observation_repository(
session_maker: SessionMakerDep,
project_id: ProjectIdDep,
@@ -270,19 +199,6 @@ async def get_observation_repository(
ObservationRepositoryDep = Annotated[ObservationRepository, Depends(get_observation_repository)]
async def get_observation_repository_v2(
session_maker: SessionMakerDep,
project_id: ProjectIdPathDep,
) -> ObservationRepository:
"""Create an ObservationRepository instance for v2 API."""
return ObservationRepository(session_maker, project_id=project_id)
ObservationRepositoryV2Dep = Annotated[
ObservationRepository, Depends(get_observation_repository_v2)
]
async def get_relation_repository(
session_maker: SessionMakerDep,
project_id: ProjectIdDep,
@@ -294,17 +210,6 @@ async def get_relation_repository(
RelationRepositoryDep = Annotated[RelationRepository, Depends(get_relation_repository)]
async def get_relation_repository_v2(
session_maker: SessionMakerDep,
project_id: ProjectIdPathDep,
) -> RelationRepository:
"""Create a RelationRepository instance for v2 API."""
return RelationRepository(session_maker, project_id=project_id)
RelationRepositoryV2Dep = Annotated[RelationRepository, Depends(get_relation_repository_v2)]
async def get_search_repository(
session_maker: SessionMakerDep,
project_id: ProjectIdDep,
@@ -320,17 +225,6 @@ async def get_search_repository(
SearchRepositoryDep = Annotated[SearchRepository, Depends(get_search_repository)]
async def get_search_repository_v2(
session_maker: SessionMakerDep,
project_id: ProjectIdPathDep,
) -> SearchRepository:
"""Create a SearchRepository instance for v2 API."""
return create_search_repository(session_maker, project_id=project_id)
SearchRepositoryV2Dep = Annotated[SearchRepository, Depends(get_search_repository_v2)]
# ProjectInfoRepository is deprecated and will be removed in a future version.
# Use ProjectRepository instead, which has the same functionality plus more project-specific operations.
@@ -344,13 +238,6 @@ async def get_entity_parser(project_config: ProjectConfigDep) -> EntityParser:
EntityParserDep = Annotated["EntityParser", Depends(get_entity_parser)]
async def get_entity_parser_v2(project_config: ProjectConfigV2Dep) -> EntityParser:
return EntityParser(project_config.home)
EntityParserV2Dep = Annotated["EntityParser", Depends(get_entity_parser_v2)]
async def get_markdown_processor(entity_parser: EntityParserDep) -> MarkdownProcessor:
return MarkdownProcessor(entity_parser)
@@ -358,13 +245,6 @@ async def get_markdown_processor(entity_parser: EntityParserDep) -> MarkdownProc
MarkdownProcessorDep = Annotated[MarkdownProcessor, Depends(get_markdown_processor)]
async def get_markdown_processor_v2(entity_parser: EntityParserV2Dep) -> MarkdownProcessor:
return MarkdownProcessor(entity_parser)
MarkdownProcessorV2Dep = Annotated[MarkdownProcessor, Depends(get_markdown_processor_v2)]
async def get_file_service(
project_config: ProjectConfigDep, markdown_processor: MarkdownProcessorDep
) -> FileService:
@@ -379,20 +259,6 @@ async def get_file_service(
FileServiceDep = Annotated[FileService, Depends(get_file_service)]
async def get_file_service_v2(
project_config: ProjectConfigV2Dep, markdown_processor: MarkdownProcessorV2Dep
) -> FileService:
logger.debug(
f"Creating FileService for project: {project_config.name}, base_path: {project_config.home}"
)
file_service = FileService(project_config.home, markdown_processor)
logger.debug(f"Created FileService for project: {file_service} ")
return file_service
FileServiceV2Dep = Annotated[FileService, Depends(get_file_service_v2)]
async def get_entity_service(
entity_repository: EntityRepositoryDep,
observation_repository: ObservationRepositoryDep,
@@ -417,30 +283,6 @@ async def get_entity_service(
EntityServiceDep = Annotated[EntityService, Depends(get_entity_service)]
async def get_entity_service_v2(
entity_repository: EntityRepositoryV2Dep,
observation_repository: ObservationRepositoryV2Dep,
relation_repository: RelationRepositoryV2Dep,
entity_parser: EntityParserV2Dep,
file_service: FileServiceV2Dep,
link_resolver: "LinkResolverV2Dep",
app_config: AppConfigDep,
) -> EntityService:
"""Create EntityService for v2 API."""
return EntityService(
entity_repository=entity_repository,
observation_repository=observation_repository,
relation_repository=relation_repository,
entity_parser=entity_parser,
file_service=file_service,
link_resolver=link_resolver,
app_config=app_config,
)
EntityServiceV2Dep = Annotated[EntityService, Depends(get_entity_service_v2)]
async def get_search_service(
search_repository: SearchRepositoryDep,
entity_repository: EntityRepositoryDep,
@@ -453,18 +295,6 @@ async def get_search_service(
SearchServiceDep = Annotated[SearchService, Depends(get_search_service)]
async def get_search_service_v2(
search_repository: SearchRepositoryV2Dep,
entity_repository: EntityRepositoryV2Dep,
file_service: FileServiceV2Dep,
) -> SearchService:
"""Create SearchService for v2 API."""
return SearchService(search_repository, entity_repository, file_service)
SearchServiceV2Dep = Annotated[SearchService, Depends(get_search_service_v2)]
async def get_link_resolver(
entity_repository: EntityRepositoryDep, search_service: SearchServiceDep
) -> LinkResolver:
@@ -474,15 +304,6 @@ async def get_link_resolver(
LinkResolverDep = Annotated[LinkResolver, Depends(get_link_resolver)]
async def get_link_resolver_v2(
entity_repository: EntityRepositoryV2Dep, search_service: SearchServiceV2Dep
) -> LinkResolver:
return LinkResolver(entity_repository=entity_repository, search_service=search_service)
LinkResolverV2Dep = Annotated[LinkResolver, Depends(get_link_resolver_v2)]
async def get_context_service(
search_repository: SearchRepositoryDep,
entity_repository: EntityRepositoryDep,
@@ -498,22 +319,6 @@ async def get_context_service(
ContextServiceDep = Annotated[ContextService, Depends(get_context_service)]
async def get_context_service_v2(
search_repository: SearchRepositoryV2Dep,
entity_repository: EntityRepositoryV2Dep,
observation_repository: ObservationRepositoryV2Dep,
) -> ContextService:
"""Create ContextService for v2 API."""
return ContextService(
search_repository=search_repository,
entity_repository=entity_repository,
observation_repository=observation_repository,
)
ContextServiceV2Dep = Annotated[ContextService, Depends(get_context_service_v2)]
async def get_sync_service(
app_config: AppConfigDep,
entity_service: EntityServiceDep,
@@ -543,32 +348,6 @@ async def get_sync_service(
SyncServiceDep = Annotated[SyncService, Depends(get_sync_service)]
async def get_sync_service_v2(
app_config: AppConfigDep,
entity_service: EntityServiceV2Dep,
entity_parser: EntityParserV2Dep,
entity_repository: EntityRepositoryV2Dep,
relation_repository: RelationRepositoryV2Dep,
project_repository: ProjectRepositoryDep,
search_service: SearchServiceV2Dep,
file_service: FileServiceV2Dep,
) -> SyncService: # pragma: no cover
"""Create SyncService for v2 API."""
return SyncService(
app_config=app_config,
entity_service=entity_service,
entity_parser=entity_parser,
entity_repository=entity_repository,
relation_repository=relation_repository,
project_repository=project_repository,
search_service=search_service,
file_service=file_service,
)
SyncServiceV2Dep = Annotated[SyncService, Depends(get_sync_service_v2)]
async def get_project_service(
project_repository: ProjectRepositoryDep,
) -> ProjectService:
@@ -591,18 +370,6 @@ async def get_directory_service(
DirectoryServiceDep = Annotated[DirectoryService, Depends(get_directory_service)]
async def get_directory_service_v2(
entity_repository: EntityRepositoryV2Dep,
) -> DirectoryService:
"""Create DirectoryService for v2 API (uses integer project_id from path)."""
return DirectoryService(
entity_repository=entity_repository,
)
DirectoryServiceV2Dep = Annotated[DirectoryService, Depends(get_directory_service_v2)]
# Import
@@ -646,50 +413,3 @@ async def get_memory_json_importer(
MemoryJsonImporterDep = Annotated[MemoryJsonImporter, Depends(get_memory_json_importer)]
# V2 Import dependencies
async def get_chatgpt_importer_v2(
project_config: ProjectConfigV2Dep, markdown_processor: MarkdownProcessorV2Dep
) -> ChatGPTImporter:
"""Create ChatGPTImporter with v2 dependencies."""
return ChatGPTImporter(project_config.home, markdown_processor)
ChatGPTImporterV2Dep = Annotated[ChatGPTImporter, Depends(get_chatgpt_importer_v2)]
async def get_claude_conversations_importer_v2(
project_config: ProjectConfigV2Dep, markdown_processor: MarkdownProcessorV2Dep
) -> ClaudeConversationsImporter:
"""Create ClaudeConversationsImporter with v2 dependencies."""
return ClaudeConversationsImporter(project_config.home, markdown_processor)
ClaudeConversationsImporterV2Dep = Annotated[
ClaudeConversationsImporter, Depends(get_claude_conversations_importer_v2)
]
async def get_claude_projects_importer_v2(
project_config: ProjectConfigV2Dep, markdown_processor: MarkdownProcessorV2Dep
) -> ClaudeProjectsImporter:
"""Create ClaudeProjectsImporter with v2 dependencies."""
return ClaudeProjectsImporter(project_config.home, markdown_processor)
ClaudeProjectsImporterV2Dep = Annotated[
ClaudeProjectsImporter, Depends(get_claude_projects_importer_v2)
]
async def get_memory_json_importer_v2(
project_config: ProjectConfigV2Dep, markdown_processor: MarkdownProcessorV2Dep
) -> MemoryJsonImporter:
"""Create MemoryJsonImporter with v2 dependencies."""
return MemoryJsonImporter(project_config.home, markdown_processor)
MemoryJsonImporterV2Dep = Annotated[MemoryJsonImporter, Depends(get_memory_json_importer_v2)]
@@ -40,13 +40,10 @@ class ClaudeConversationsImporter(Importer[ChatImportResult]):
chats_imported = 0
for chat in conversations:
# Get name, providing default for unnamed conversations
chat_name = chat.get("name") or f"Conversation {chat.get('uuid', 'untitled')}"
# Convert to entity
entity = self._format_chat_content(
base_path=folder_path,
name=chat_name,
name=chat["name"],
messages=chat["chat_messages"],
created_at=chat["created_at"],
modified_at=chat["updated_at"],
+23 -55
View File
@@ -189,63 +189,35 @@ class EntityParser:
return self.base_path / path
async def parse_file_content(self, absolute_path, file_content):
"""Parse markdown content from file stats.
Delegates to parse_markdown_content() for actual parsing logic.
Exists for backwards compatibility with code that passes file paths.
"""
# Extract file stat info for timestamps
file_stats = absolute_path.stat()
# Delegate to parse_markdown_content with timestamps from file stats
return await self.parse_markdown_content(
file_path=absolute_path,
content=file_content,
mtime=file_stats.st_mtime,
ctime=file_stats.st_ctime,
)
async def parse_markdown_content(
self,
file_path: Path,
content: str,
mtime: Optional[float] = None,
ctime: Optional[float] = None,
) -> EntityMarkdown:
"""Parse markdown content without requiring file to exist on disk.
Useful for parsing content from S3 or other remote sources where the file
is not available locally.
Args:
file_path: Path for metadata (doesn't need to exist on disk)
content: Markdown content as string
mtime: Optional modification time (Unix timestamp)
ctime: Optional creation time (Unix timestamp)
Returns:
EntityMarkdown with parsed content
"""
# Parse frontmatter with proper error handling for malformed YAML
# Parse frontmatter with proper error handling for malformed YAML (issue #185)
try:
post = frontmatter.loads(content)
post = frontmatter.loads(file_content)
except yaml.YAMLError as e:
# Log the YAML parsing error with file context
logger.warning(
f"Failed to parse YAML frontmatter in {file_path}: {e}. "
f"Failed to parse YAML frontmatter in {absolute_path}: {e}. "
f"Treating file as plain markdown without frontmatter."
)
post = frontmatter.Post(content, metadata={})
# Create a post with no frontmatter - treat entire content as markdown
post = frontmatter.Post(file_content, metadata={})
# Normalize frontmatter values
# Extract file stat info
file_stats = absolute_path.stat()
# Normalize frontmatter values to prevent AttributeError on date objects (issue #236)
# PyYAML automatically converts date strings like "2025-10-24" to datetime.date objects
# This normalization converts them back to ISO format strings to ensure compatibility
# with code that expects string values
metadata = normalize_frontmatter_metadata(post.metadata)
# Ensure required fields have defaults
# Ensure required fields have defaults (issue #184, #387)
# Handle title - use default if missing, None/null, empty, or string "None"
title = metadata.get("title")
if not title or title == "None":
metadata["title"] = file_path.stem
metadata["title"] = absolute_path.stem
else:
metadata["title"] = title
# Handle type - use default if missing OR explicitly set to None/null
entity_type = metadata.get("type")
metadata["type"] = entity_type if entity_type is not None else "note"
@@ -253,20 +225,16 @@ class EntityParser:
if tags:
metadata["tags"] = tags
# Parse content for observations and relations
entity_frontmatter = EntityFrontmatter(metadata=metadata)
# frontmatter - use metadata with defaults applied
entity_frontmatter = EntityFrontmatter(
metadata=metadata,
)
entity_content = parse(post.content)
# Use provided timestamps or current time as fallback
now = datetime.now().astimezone()
created = datetime.fromtimestamp(ctime).astimezone() if ctime else now
modified = datetime.fromtimestamp(mtime).astimezone() if mtime else now
return EntityMarkdown(
frontmatter=entity_frontmatter,
content=post.content,
observations=entity_content.observations,
relations=entity_content.relations,
created=created,
modified=modified,
created=datetime.fromtimestamp(file_stats.st_ctime).astimezone(),
modified=datetime.fromtimestamp(file_stats.st_mtime).astimezone(),
)
+1 -1
View File
@@ -129,7 +129,7 @@ class Entity(Base):
return value
def __repr__(self) -> str:
return f"Entity(id={self.id}, name='{self.title}', type='{self.entity_type}', checksum='{self.checksum}')"
return f"Entity(id={self.id}, name='{self.title}', type='{self.entity_type}'"
class Observation(Base):
@@ -1,7 +1,7 @@
"""Repository for managing entities in the knowledge graph."""
from pathlib import Path
from typing import List, Optional, Sequence, Union, Any
from typing import List, Optional, Sequence, Union
from loguru import logger
from sqlalchemy import select
@@ -9,7 +9,6 @@ from sqlalchemy.exc import IntegrityError
from sqlalchemy.ext.asyncio import AsyncSession, async_sessionmaker
from sqlalchemy.orm import selectinload
from sqlalchemy.orm.interfaces import LoaderOption
from sqlalchemy.engine import Row
from basic_memory import db
from basic_memory.models.knowledge import Entity, Observation, Relation
@@ -32,18 +31,6 @@ class EntityRepository(Repository[Entity]):
"""
super().__init__(session_maker, Entity, project_id=project_id)
async def get_by_id(self, entity_id: int) -> Optional[Entity]:
"""Get entity by numeric ID.
Args:
entity_id: Numeric entity ID
Returns:
Entity if found, None otherwise
"""
async with db.scoped_session(self.session_maker) as session:
return await self.select_by_id(session, entity_id)
async def get_by_permalink(self, permalink: str) -> Optional[Entity]:
"""Get entity by permalink.
@@ -76,33 +63,37 @@ class EntityRepository(Repository[Entity]):
)
return await self.find_one(query)
async def get_by_file_paths(
self, session: AsyncSession, file_paths: Sequence[Union[Path, str]]
) -> List[Row[Any]]:
"""Get file paths and checksums for multiple entities (optimized for change detection).
async def get_by_file_paths_batch(
self, file_paths: Sequence[Union[Path, str]]
) -> dict[str, Entity]:
"""Batch fetch entities by file paths with eager-loaded relationships.
Only queries file_path and checksum columns, skips loading full entities and relationships.
This is much faster than loading complete Entity objects when you only need checksums.
Optimized for scan operations - reduces N queries to 1 batched query.
Returns entities with relationships already loaded via selectinload.
Args:
session: Database session to use for the query
file_paths: List of file paths to query
file_paths: List of file paths to fetch entities for
Returns:
List of (file_path, checksum) tuples for matching entities
Dict mapping file_path (as posix string) -> Entity
Only includes entities that exist; missing files are not in dict
"""
if not file_paths:
return []
return {}
# Convert all paths to POSIX strings for consistent comparison
posix_paths = [Path(fp).as_posix() for fp in file_paths]
# Convert all paths to posix strings
posix_paths = [Path(p).as_posix() for p in file_paths]
# Query ONLY file_path and checksum columns (not full Entity objects)
query = select(Entity.file_path, Entity.checksum).where(Entity.file_path.in_(posix_paths))
query = self._add_project_filter(query)
# Batch query with eager loading
query = (
self.select().where(Entity.file_path.in_(posix_paths)).options(*self.get_load_options())
)
result = await session.execute(query)
return list(result.all())
result = await self.execute_query(query)
entities = list(result.scalars().all())
# Return as dict for O(1) lookup
return {e.file_path: e for e in entities}
async def find_by_checksum(self, checksum: str) -> Sequence[Entity]:
"""Find entities with the given checksum.
@@ -121,34 +112,6 @@ class EntityRepository(Repository[Entity]):
result = await self.execute_query(query, use_query_options=False)
return list(result.scalars().all())
async def find_by_checksums(self, checksums: Sequence[str]) -> Sequence[Entity]:
"""Find entities with any of the given checksums (batch query for move detection).
This is a batch-optimized version of find_by_checksum() that queries multiple checksums
in a single database query. Used for efficient move detection in cloud indexing.
Performance: For 1000 new files, this makes 1 query vs 1000 individual queries (~100x faster).
Example:
When processing new files, we check if any are actually moved files by finding
entities with matching checksums at different paths.
Args:
checksums: List of file content checksums to search for
Returns:
Sequence of entities with matching checksums (may be empty).
Multiple entities may have the same checksum if files were copied.
"""
if not checksums:
return []
# Query: SELECT * FROM entities WHERE checksum IN (checksum1, checksum2, ...)
query = self.select().where(Entity.checksum.in_(checksums))
# Don't load relationships for move detection - we only need file_path and checksum
result = await self.execute_query(query, use_query_options=False)
return list(result.scalars().all())
async def delete_by_file_path(self, file_path: Union[Path, str]) -> bool:
"""Delete entity with the provided file_path.
@@ -407,3 +370,80 @@ class EntityRepository(Repository[Entity]):
# Re-raise if not a foreign key error
raise
return entity
async def upsert_entities(self, entities: List[Entity]) -> List[Entity]:
"""Bulk insert or update multiple entities in a single transaction.
Optimized for batch operations with remote databases (Postgres).
Handles conflicts the same way as upsert_entity() but processes
all entities in one transaction.
Args:
entities: List of entities to upsert
Returns:
List of upserted entities with relationships loaded
Raises:
SyncFatalError: If any entity references a non-existent project_id
"""
if not entities:
return []
async with db.scoped_session(self.session_maker) as session:
# Set project_id on all entities if needed
for entity in entities:
self._set_project_id_if_needed(entity)
# Try to add all entities
for entity in entities:
session.add(entity)
try:
await session.flush()
# Fetch all entities with relationships loaded
file_paths = [e.file_path for e in entities]
query = (
self.select()
.where(Entity.file_path.in_(file_paths))
.options(*self.get_load_options())
)
result = await session.execute(query)
return list(result.scalars().all())
except IntegrityError as e:
# Check for foreign key constraint failures
error_str = str(e)
if (
"FOREIGN KEY constraint failed" in error_str
or "violates foreign key constraint" in error_str
):
from basic_memory.services.exceptions import SyncFatalError
raise SyncFatalError(
"Cannot sync entities: project_id does not exist in database. "
"The project may have been deleted. This sync will be terminated."
) from e
# For other integrity errors (file_path or permalink conflicts),
# rollback and fall back to individual processing
await session.rollback()
# Process each entity individually to handle conflicts properly
logger.debug(
f"Batch upsert failed with IntegrityError, falling back to individual upserts for {len(entities)} entities"
)
result_entities = []
for entity in entities:
try:
upserted = await self.upsert_entity(entity)
result_entities.append(upserted)
except Exception as individual_error:
logger.error(
f"Failed to upsert entity {entity.file_path}: {individual_error}"
)
# Continue with other entities
return result_entities
@@ -70,3 +70,33 @@ class ObservationRepository(Repository[Observation]):
observations_by_entity[obs.entity_id].append(obs)
return observations_by_entity
async def delete_by_entity_ids(self, entity_ids: List[int]) -> int:
"""Delete all observations for multiple entities in a single query.
Optimized for batch operations - deletes observations for many entities
in one database transaction.
Args:
entity_ids: List of entity IDs whose observations should be deleted
Returns:
Number of observations deleted
"""
if not entity_ids:
return 0
from basic_memory import db
async with db.scoped_session(self.session_maker) as session:
# Use bulk delete with IN clause
query = select(Observation).where(Observation.entity_id.in_(entity_ids))
result = await session.execute(query)
observations_to_delete = result.scalars().all()
# Delete all observations
for obs in observations_to_delete:
await session.delete(obs)
await session.flush()
return len(observations_to_delete)
@@ -311,68 +311,3 @@ class PostgresSearchRepository(SearchRepositoryBase):
)
return results
async def bulk_index_items(self, search_index_rows: List[SearchIndexRow]) -> None:
"""Index multiple items in a single batch operation using UPSERT.
Uses INSERT ... ON CONFLICT DO UPDATE to handle re-indexing of existing
entities (e.g., during forward reference resolution) without requiring
a separate delete operation. This eliminates race conditions between
delete and insert operations in separate transactions.
Args:
search_index_rows: List of SearchIndexRow objects to index
"""
if not search_index_rows:
return
async with db.scoped_session(self.session_maker) as session:
# When using text() raw SQL, always serialize JSON to string
# Both SQLite (TEXT) and Postgres (JSONB) accept JSON strings in raw SQL
# The database driver/column type will handle conversion
insert_data_list = []
for row in search_index_rows:
insert_data = row.to_insert(serialize_json=True)
insert_data["project_id"] = self.project_id
insert_data_list.append(insert_data)
# Use UPSERT (INSERT ... ON CONFLICT) to handle re-indexing
# Primary key is (id, type, project_id)
# This handles race conditions during forward reference resolution
# where an entity might be re-indexed before the delete commits
# Syntax works for both SQLite 3.24+ and PostgreSQL
await session.execute(
text("""
INSERT INTO search_index (
id, title, content_stems, content_snippet, permalink, file_path, type, metadata,
from_id, to_id, relation_type,
entity_id, category,
created_at, updated_at,
project_id
) VALUES (
:id, :title, :content_stems, :content_snippet, :permalink, :file_path, :type, :metadata,
:from_id, :to_id, :relation_type,
:entity_id, :category,
:created_at, :updated_at,
:project_id
)
ON CONFLICT (id, type, project_id) DO UPDATE SET
title = EXCLUDED.title,
content_stems = EXCLUDED.content_stems,
content_snippet = EXCLUDED.content_snippet,
permalink = EXCLUDED.permalink,
file_path = EXCLUDED.file_path,
metadata = EXCLUDED.metadata,
from_id = EXCLUDED.from_id,
to_id = EXCLUDED.to_id,
relation_type = EXCLUDED.relation_type,
entity_id = EXCLUDED.entity_id,
category = EXCLUDED.category,
created_at = EXCLUDED.created_at,
updated_at = EXCLUDED.updated_at
"""),
insert_data_list,
)
logger.debug(f"Bulk indexed {len(search_index_rows)} rows")
await session.commit()
@@ -49,18 +49,6 @@ class ProjectRepository(Repository[Project]):
query = self.select().where(Project.path == Path(path).as_posix())
return await self.find_one(query)
async def get_by_id(self, project_id: int) -> Optional[Project]:
"""Get project by numeric ID.
Args:
project_id: Numeric project ID
Returns:
Project if found, None otherwise
"""
async with db.scoped_session(self.session_maker) as session:
return await self.select_by_id(session, project_id)
async def get_default_project(self) -> Optional[Project]:
"""Get the default project (the one marked as is_default=True)."""
query = self.select().where(Project.is_default.is_not(None))
@@ -67,6 +67,27 @@ class RelationRepository(Repository[Relation]):
async with db.scoped_session(self.session_maker) as session:
await session.execute(delete(Relation).where(Relation.from_id == entity_id))
async def delete_outgoing_relations_from_entities(self, entity_ids: List[int]) -> int:
"""Delete outgoing relations for multiple entities in a single query.
Optimized for batch operations - deletes relations for many entities
in one database transaction. Only deletes relations where these entities
are the source (from_id).
Args:
entity_ids: List of entity IDs whose outgoing relations should be deleted
Returns:
Number of relations deleted
"""
if not entity_ids:
return 0
async with db.scoped_session(self.session_maker) as session:
# Use bulk delete with IN clause
result = await session.execute(delete(Relation).where(Relation.from_id.in_(entity_ids)))
return result.rowcount or 0
async def find_unresolved_relations(self) -> Sequence[Relation]:
"""Find all unresolved relations, where to_id is null."""
query = select(Relation).filter(Relation.to_id.is_(None))
-7
View File
@@ -124,7 +124,6 @@ class EntitySummary(BaseModel):
"""Simplified entity representation."""
type: Literal["entity"] = "entity"
entity_id: int # Database ID for v2 API consistency
permalink: Optional[str]
title: str
content: Optional[str] = None
@@ -142,16 +141,12 @@ class RelationSummary(BaseModel):
"""Simplified relation representation."""
type: Literal["relation"] = "relation"
relation_id: int # Database ID for v2 API consistency
entity_id: Optional[int] = None # ID of the entity this relation belongs to
title: str
file_path: str
permalink: str
relation_type: str
from_entity: Optional[str] = None
from_entity_id: Optional[int] = None # ID of source entity
to_entity: Optional[str] = None
to_entity_id: Optional[int] = None # ID of target entity
created_at: Annotated[
datetime, Field(json_schema_extra={"type": "string", "format": "date-time"})
]
@@ -165,8 +160,6 @@ class ObservationSummary(BaseModel):
"""Simplified observation representation."""
type: Literal["observation"] = "observation"
observation_id: int # Database ID for v2 API consistency
entity_id: Optional[int] = None # ID of the entity this observation belongs to
title: str
file_path: str
permalink: str
-1
View File
@@ -173,7 +173,6 @@ class ProjectWatchStatus(BaseModel):
class ProjectItem(BaseModel):
"""Simple representation of a project."""
id: int
name: str
path: str
is_default: bool = False
-5
View File
@@ -97,11 +97,6 @@ class SearchResult(BaseModel):
metadata: Optional[dict] = None
# IDs for v2 API consistency
entity_id: Optional[int] = None # Entity ID (always present for entities)
observation_id: Optional[int] = None # Observation ID (for observation results)
relation_id: Optional[int] = None # Relation ID (for relation results)
# Type-specific fields
category: Optional[str] = None # For observations
from_entity: Optional[Permalink] = None # For relations
-23
View File
@@ -1,23 +0,0 @@
"""V2 API schemas - ID-based entity references."""
from basic_memory.schemas.v2.entity import (
EntityResolveRequest,
EntityResolveResponse,
EntityResponseV2,
MoveEntityRequestV2,
)
from basic_memory.schemas.v2.resource import (
CreateResourceRequest,
UpdateResourceRequest,
ResourceResponse,
)
__all__ = [
"EntityResolveRequest",
"EntityResolveResponse",
"EntityResponseV2",
"MoveEntityRequestV2",
"CreateResourceRequest",
"UpdateResourceRequest",
"ResourceResponse",
]
-96
View File
@@ -1,96 +0,0 @@
"""V2 entity schemas with ID-first design."""
from datetime import datetime
from typing import Dict, List, Literal, Optional
from pydantic import BaseModel, Field, ConfigDict
from basic_memory.schemas.response import ObservationResponse, RelationResponse
class EntityResolveRequest(BaseModel):
"""Request to resolve a string identifier to an entity ID.
Supports resolution of:
- Permalinks (e.g., "specs/search")
- Titles (e.g., "Search Specification")
- File paths (e.g., "specs/search.md")
"""
identifier: str = Field(
...,
description="Entity identifier to resolve (permalink, title, or file path)",
min_length=1,
max_length=500,
)
class EntityResolveResponse(BaseModel):
"""Response from identifier resolution.
Returns the entity ID and associated metadata for the resolved entity.
"""
entity_id: int = Field(..., description="Numeric entity ID (primary identifier)")
permalink: Optional[str] = Field(None, description="Entity permalink")
file_path: str = Field(..., description="Relative file path")
title: str = Field(..., description="Entity title")
resolution_method: Literal["id", "permalink", "title", "path", "search"] = Field(
..., description="How the identifier was resolved"
)
class MoveEntityRequestV2(BaseModel):
"""V2 request schema for moving an entity to a new file location.
In V2 API, the entity ID is provided in the URL path, so this request
only needs the destination path.
"""
destination_path: str = Field(
...,
description="New file path for the entity (relative to project root)",
min_length=1,
max_length=500,
)
class EntityResponseV2(BaseModel):
"""V2 entity response with ID as the primary field.
This response format emphasizes the entity ID as the primary identifier,
with all other fields (permalink, file_path) as secondary metadata.
"""
# ID first - this is the primary identifier in v2
id: int = Field(..., description="Numeric entity ID (primary identifier)")
# Core entity fields
title: str = Field(..., description="Entity title")
entity_type: str = Field(..., description="Entity type")
content_type: str = Field(default="text/markdown", description="Content MIME type")
# Secondary identifiers (for compatibility and convenience)
permalink: Optional[str] = Field(None, description="Entity permalink (may change)")
file_path: str = Field(..., description="Relative file path (may change)")
# Content and metadata
content: Optional[str] = Field(None, description="Entity content")
entity_metadata: Optional[Dict] = Field(None, description="Entity metadata")
# Relationships
observations: List[ObservationResponse] = Field(
default_factory=list, description="Entity observations"
)
relations: List[RelationResponse] = Field(default_factory=list, description="Entity relations")
# Timestamps
created_at: datetime = Field(..., description="Creation timestamp")
updated_at: datetime = Field(..., description="Last update timestamp")
# V2-specific metadata
api_version: Literal["v2"] = Field(
default="v2", description="API version (always 'v2' for this response)"
)
model_config = ConfigDict(from_attributes=True)
-46
View File
@@ -1,46 +0,0 @@
"""V2 resource schemas for file content operations."""
from pydantic import BaseModel, Field
class CreateResourceRequest(BaseModel):
"""Request to create a new resource file.
File path is required for new resources since we need to know where
to create the file.
"""
file_path: str = Field(
...,
description="Path to create the file, relative to project root",
min_length=1,
max_length=500,
)
content: str = Field(..., description="File content to write")
class UpdateResourceRequest(BaseModel):
"""Request to update an existing resource by entity ID.
Only content is required - the file path is already known from the entity.
Optionally can update the file_path to move the file.
"""
content: str = Field(..., description="File content to write")
file_path: str | None = Field(
None,
description="Optional new file path to move the resource",
min_length=1,
max_length=500,
)
class ResourceResponse(BaseModel):
"""Response from resource operations."""
entity_id: int = Field(..., description="Entity ID of the resource")
file_path: str = Field(..., description="File path of the resource")
checksum: str = Field(..., description="File content checksum")
size: int = Field(..., description="File size in bytes")
created_at: float = Field(..., description="Creation timestamp")
modified_at: float = Field(..., description="Modification timestamp")
+1 -4
View File
@@ -448,11 +448,8 @@ class EntityService(BaseService[EntityModel]):
import asyncio
# Create tasks for all relation lookups
# Use strict=True to disable fuzzy search - only exact matches should create resolved relations
# This ensures forward references (links to non-existent entities) remain unresolved (to_id=NULL)
lookup_tasks = [
self.link_resolver.resolve_link(rel.target, strict=True)
for rel in markdown.relations
self.link_resolver.resolve_link(rel.target) for rel in markdown.relations
]
# Execute all lookups in parallel
+4 -13
View File
@@ -156,24 +156,22 @@ class SearchService:
self,
entity: Entity,
background_tasks: Optional[BackgroundTasks] = None,
content: str | None = None,
) -> None:
if background_tasks:
background_tasks.add_task(self.index_entity_data, entity, content)
background_tasks.add_task(self.index_entity_data, entity)
else:
await self.index_entity_data(entity, content)
await self.index_entity_data(entity)
async def index_entity_data(
self,
entity: Entity,
content: str | None = None,
) -> None:
# delete all search index data associated with entity
await self.repository.delete_by_entity_id(entity_id=entity.id)
# reindex
await self.index_entity_markdown(
entity, content
entity
) if entity.is_markdown else await self.index_entity_file(entity)
async def index_entity_file(
@@ -201,14 +199,9 @@ class SearchService:
async def index_entity_markdown(
self,
entity: Entity,
content: str | None = None,
) -> None:
"""Index an entity and all its observations and relations.
Args:
entity: The entity to index
content: Optional pre-loaded content (avoids file read). If None, will read from file.
Indexing structure:
1. Entities
- permalink: direct from entity (e.g., "specs/search")
@@ -237,9 +230,7 @@ class SearchService:
title_variants = self._generate_variants(entity.title)
content_stems.extend(title_variants)
# Use provided content or read from file
if content is None:
content = await self.file_service.read_entity_content(entity)
content = await self.file_service.read_entity_content(entity)
if content:
content_stems.append(content)
content_snippet = f"{content[:250]}"
+340 -32
View File
@@ -31,6 +31,7 @@ from basic_memory.services import EntityService, FileService
from basic_memory.services.exceptions import SyncFatalError
from basic_memory.services.link_resolver import LinkResolver
from basic_memory.services.search_service import SearchService
from basic_memory.sync.utils import chunks
# Circuit breaker configuration
MAX_CONSECUTIVE_FAILURES = 3
@@ -299,38 +300,139 @@ class SyncService:
for path in report.deleted:
await self.handle_delete(path)
# then new and modified
with logfire.span("process_new_files", new_count=len(report.new)):
for path in report.new:
entity, _ = await self.sync_file(path, new=True)
# then new and modified - process in batches for better performance
batch_size = self.app_config.sync_batch_size
logger.debug(f"Using batch size of {batch_size} for file processing")
# Track if file was skipped
if entity is None and await self._should_skip_file(path):
failure_info = self._file_failures[path]
report.skipped_files.append(
SkippedFile(
path=path,
reason=failure_info.last_error,
failure_count=failure_info.count,
first_failed=failure_info.first_failure,
with logfire.span("process_new_files", new_count=len(report.new)):
# Convert set to list for batching
new_files_list = list(report.new)
for batch in chunks(new_files_list, batch_size):
logger.debug(f"Processing batch of {len(batch)} new files")
# Separate markdown and non-markdown files
markdown_files = [p for p in batch if self.file_service.is_markdown(p)]
regular_files = [p for p in batch if not self.file_service.is_markdown(p)]
# Batch process markdown files
if markdown_files:
try:
batch_results = await self.sync_markdown_batch(markdown_files, new=True)
# Track skipped files
for path, (entity, _) in zip(markdown_files, batch_results):
if entity is None and await self._should_skip_file(path):
failure_info = self._file_failures[path]
report.skipped_files.append(
SkippedFile(
path=path,
reason=failure_info.last_error,
failure_count=failure_info.count,
first_failed=failure_info.first_failure,
)
)
except SyncFatalError:
# Re-raise fatal errors immediately
raise
except Exception as e:
# Batch method raised an exception - record failure for all files in batch
logger.error(f"Batch sync failed for {len(markdown_files)} files: {e}")
for path in markdown_files:
await self._record_failure(path, str(e))
# Track skipped files
if await self._should_skip_file(path):
failure_info = self._file_failures[path]
report.skipped_files.append(
SkippedFile(
path=path,
reason=failure_info.last_error,
failure_count=failure_info.count,
first_failed=failure_info.first_failure,
)
)
# Process regular files individually (they're already fast)
for path in regular_files:
entity, _ = await self.sync_file(path, new=True)
# Track if file was skipped
if entity is None and await self._should_skip_file(path):
failure_info = self._file_failures[path]
report.skipped_files.append(
SkippedFile(
path=path,
reason=failure_info.last_error,
failure_count=failure_info.count,
first_failed=failure_info.first_failure,
)
)
)
with logfire.span("process_modified_files", modified_count=len(report.modified)):
for path in report.modified:
entity, _ = await self.sync_file(path, new=False)
# Convert set to list for batching
modified_files_list = list(report.modified)
# Track if file was skipped
if entity is None and await self._should_skip_file(path):
failure_info = self._file_failures[path]
report.skipped_files.append(
SkippedFile(
path=path,
reason=failure_info.last_error,
failure_count=failure_info.count,
first_failed=failure_info.first_failure,
for batch in chunks(modified_files_list, batch_size):
logger.debug(f"Processing batch of {len(batch)} modified files")
# Separate markdown and non-markdown files
markdown_files = [p for p in batch if self.file_service.is_markdown(p)]
regular_files = [p for p in batch if not self.file_service.is_markdown(p)]
# Batch process markdown files
if markdown_files:
try:
batch_results = await self.sync_markdown_batch(markdown_files, new=False)
# Track skipped files
for path, (entity, _) in zip(markdown_files, batch_results):
if entity is None and await self._should_skip_file(path):
failure_info = self._file_failures[path]
report.skipped_files.append(
SkippedFile(
path=path,
reason=failure_info.last_error,
failure_count=failure_info.count,
first_failed=failure_info.first_failure,
)
)
except SyncFatalError:
# Re-raise fatal errors immediately
raise
except Exception as e:
# Batch method raised an exception - record failure for all files in batch
logger.error(f"Batch sync failed for {len(markdown_files)} files: {e}")
for path in markdown_files:
await self._record_failure(path, str(e))
# Track skipped files
if await self._should_skip_file(path):
failure_info = self._file_failures[path]
report.skipped_files.append(
SkippedFile(
path=path,
reason=failure_info.last_error,
failure_count=failure_info.count,
first_failed=failure_info.first_failure,
)
)
# Process regular files individually (they're already fast)
for path in regular_files:
entity, _ = await self.sync_file(path, new=False)
# Track if file was skipped
if entity is None and await self._should_skip_file(path):
failure_info = self._file_failures[path]
report.skipped_files.append(
SkippedFile(
path=path,
reason=failure_info.last_error,
failure_count=failure_info.count,
first_failed=failure_info.first_failure,
)
)
)
# Only resolve relations if there were actual changes
# If no files changed, no new unresolved relations could have been created
@@ -484,6 +586,12 @@ class SyncService:
logger.debug(f"Processing {len(file_paths_to_scan)} files with mtime-based comparison")
# Optimization: Batch fetch all entities for files being scanned
# This reduces N queries to 1 batch query (massive performance win for remote DBs)
logger.debug(f"Batch fetching entities for {len(file_paths_to_scan)} files")
entities_by_path = await self.entity_repository.get_by_file_paths_batch(file_paths_to_scan)
logger.debug(f"Found {len(entities_by_path)} existing entities in database")
for rel_path in file_paths_to_scan:
scanned_paths.add(rel_path)
@@ -495,8 +603,8 @@ class SyncService:
stat_info = abs_path.stat()
# Indexed lookup - single file query (not full table scan)
db_entity = await self.entity_repository.get_by_file_path(rel_path)
# O(1) dict lookup instead of database query
db_entity = entities_by_path.get(rel_path)
if db_entity is None:
# New file - need checksum for move detection
@@ -737,6 +845,206 @@ class SyncService:
# Return the final checksum to ensure everything is consistent
return entity, final_checksum
@logfire.instrument()
async def sync_markdown_batch(
self, paths: List[str], new: bool = True
) -> List[Tuple[Optional[Entity], str]]:
"""Sync multiple markdown files in a single batch operation.
Optimized for remote databases (Postgres) - reduces N queries to 1 batch query.
Parses all files first, then does all database operations in one transaction.
Args:
paths: List of paths to markdown files
new: Whether these are new files
Returns:
List of tuples (entity, checksum) for each file
"""
from basic_memory.markdown.utils import entity_model_from_markdown
if not paths:
return []
logger.debug(f"Batch syncing {len(paths)} markdown files (new={new})")
# Phase 1: Parse all files (no DB operations)
parsed_files = []
for path in paths:
# Check if file should be skipped due to repeated failures (circuit breaker)
if await self._should_skip_file(path):
logger.warning(f"Skipping file in batch due to repeated failures: {path}")
parsed_files.append(None)
continue
try:
file_content = await self.file_service.read_file_content(path)
file_contains_frontmatter = has_frontmatter(file_content)
# Get file timestamps for tracking modification times
file_stats = self.file_service.file_stats(path)
created = datetime.fromtimestamp(file_stats.st_ctime).astimezone()
modified = datetime.fromtimestamp(file_stats.st_mtime).astimezone()
# Parse markdown to get entity structure
entity_markdown = await self.entity_parser.parse_file(path)
# Resolve permalink if needed (skip conflict checks during batch)
permalink = entity_markdown.frontmatter.permalink
if file_contains_frontmatter and not self.app_config.disable_permalinks:
permalink = await self.entity_service.resolve_permalink(
path, markdown=entity_markdown, skip_conflict_check=True
)
# If permalink changed, update the file
if permalink != entity_markdown.frontmatter.permalink:
logger.info(
f"Updating permalink for path: {path}, "
f"old_permalink: {entity_markdown.frontmatter.permalink}, "
f"new_permalink: {permalink}"
)
entity_markdown.frontmatter.metadata["permalink"] = permalink
await self.file_service.update_frontmatter(path, {"permalink": permalink})
# Convert to entity model (without saving to DB yet)
entity_model = entity_model_from_markdown(Path(path), entity_markdown)
entity_model.checksum = None # Will be set after relations are resolved
parsed_files.append(
{
"path": path,
"entity_model": entity_model,
"entity_markdown": entity_markdown,
"created": created,
"modified": modified,
"mtime": file_stats.st_mtime,
"size": file_stats.st_size,
}
)
except Exception as e:
# Check if this is a fatal error (or caused by one)
# Fatal errors like project deletion should terminate sync immediately
if isinstance(e, SyncFatalError) or isinstance(e.__cause__, SyncFatalError):
logger.error(
f"Fatal sync error encountered during batch parse, terminating sync: path={path}"
)
raise
# Otherwise treat as recoverable file-level error
logger.error(f"Failed to parse file in batch: path={path}, error={e}")
# Track failure for circuit breaker
await self._record_failure(path, str(e))
parsed_files.append(None) # Mark as failed
# Phase 2: Batch database operations
# Filter out failed parses
valid_files = [f for f in parsed_files if f is not None]
if not valid_files:
logger.warning("No valid files to sync in batch")
return [(None, "") for _ in paths]
# If this is a new batch, upsert all entities at once
if new:
entities_to_upsert = [f["entity_model"] for f in valid_files]
logger.debug(f"Batch upserting {len(entities_to_upsert)} new entities")
upserted_entities = await self.entity_repository.upsert_entities(entities_to_upsert)
# Create lookup by file_path for O(1) access
entities_by_path = {e.file_path: e for e in upserted_entities}
# If updating existing entities, we need to handle observations/relations differently
else:
logger.debug(f"Batch updating {len(valid_files)} existing entities")
# For updates, we need to:
# 1. Get existing entities
# 2. Delete old observations/relations
# 3. Upsert updated entities
file_paths = [f["path"] for f in valid_files]
existing_entities = await self.entity_repository.get_by_file_paths_batch(file_paths)
# Delete old observations and relations in batch
entity_ids = [e.id for e in existing_entities.values() if e.id]
if entity_ids:
await self.entity_service.observation_repository.delete_by_entity_ids(entity_ids)
await self.relation_repository.delete_outgoing_relations_from_entities(entity_ids)
# Upsert all updated entities
entities_to_upsert = [f["entity_model"] for f in valid_files]
upserted_entities = await self.entity_repository.upsert_entities(entities_to_upsert)
# Create lookup by file_path
entities_by_path = {e.file_path: e for e in upserted_entities}
# Phase 3: Post-processing (relations, checksums, search index)
results = []
for i, path in enumerate(paths):
parsed_file = parsed_files[i]
# Skip failed files
if parsed_file is None:
results.append((None, ""))
continue
entity = entities_by_path.get(parsed_file["path"])
if entity is None:
logger.error(f"Entity not found after upsert: {parsed_file['path']}")
results.append((None, ""))
continue
try:
# Update relations for this entity
entity_with_relations = await self.entity_service.update_entity_relations(
parsed_file["path"], parsed_file["entity_markdown"]
)
# Compute final checksum after relations are resolved
final_checksum = await self.file_service.compute_checksum(parsed_file["path"])
# Update checksum, timestamps, and file metadata
await self.entity_repository.update(
entity.id,
{
"checksum": final_checksum,
"created_at": parsed_file["created"],
"updated_at": parsed_file["modified"],
"mtime": parsed_file["mtime"],
"size": parsed_file["size"],
},
)
# Index for search
await self.search_service.index_entity(entity_with_relations)
# Clear failure tracking on successful sync
self._clear_failure(parsed_file["path"])
results.append((entity_with_relations, final_checksum))
logger.debug(
f"Batch sync completed for file: path={parsed_file['path']}, "
f"entity_id={entity.id}, checksum={final_checksum[:8]}"
)
except Exception as e:
# Check if this is a fatal error
if isinstance(e, SyncFatalError) or isinstance(e.__cause__, SyncFatalError):
logger.error(
f"Fatal sync error during post-processing, terminating sync: path={parsed_file['path']}"
)
raise
# Otherwise treat as recoverable file-level error
logger.error(
f"Failed to complete post-processing for file: path={parsed_file['path']}, error={e}"
)
await self._record_failure(parsed_file["path"], str(e))
results.append((None, ""))
continue
return results
@logfire.instrument()
async def sync_regular_file(self, path: str, new: bool = True) -> Tuple[Optional[Entity], str]:
"""Sync a non-markdown file with basic tracking.
@@ -1134,13 +1442,13 @@ class SyncService:
async def _scan_directory_full(self, directory: Path) -> List[str]:
"""Full directory scan returning all file paths.
Uses scan_directory() which respects .bmignore patterns.
Uses scan_directory() which respects .bmignore patterns.
Args:
directory: Directory to scan
Args:
directory: Directory to scan
Returns:
List of relative file paths (respects .bmignore)
List of relative file paths (respects .bmignore)
"""
file_paths = []
async for file_path_str, _ in self.scan_directory(directory):
+23
View File
@@ -0,0 +1,23 @@
"""Utilities for sync operations."""
from typing import Iterator, List, TypeVar
T = TypeVar("T")
def chunks(items: List[T], size: int) -> Iterator[List[T]]:
"""Split a list into chunks of specified size.
Args:
items: List of items to chunk
size: Size of each chunk
Yields:
Lists of items, each of specified size (last chunk may be smaller)
Example:
>>> list(chunks([1, 2, 3, 4, 5], 2))
[[1, 2], [3, 4], [5]]
"""
for i in range(0, len(items), size):
yield items[i : i + size]
@@ -77,8 +77,7 @@ async def test_create_project_basic_operation(mcp_server, app, test_project):
assert "test-new-project" in create_text
assert "Project Details:" in create_text
assert "Name: test-new-project" in create_text
# Check path contains project name (platform-independent)
assert "Path:" in create_text and "test-new-project" in create_text
assert "Path: /tmp/test-new-project" in create_text
assert "Project is now available for use" in create_text
# Verify project appears in project list
@@ -437,7 +437,9 @@ async def test_write_note_project_path_validation(mcp_server, app, test_project)
project_with_tilde = ProjectItem(
id=1,
name="Test BiSync", # Name differs from path structure
description="Test",
path="~/Documents/Test BiSync", # Path with tilde
is_active=True,
is_default=False,
)
@@ -252,7 +252,6 @@ async def test_benchmark_sync_100_files(app_config, project_config, config_manag
@pytest.mark.benchmark
@pytest.mark.asyncio
@pytest.mark.skip
async def test_benchmark_sync_500_files(app_config, project_config, config_manager):
"""Benchmark: Sync 500 files (medium repository)."""
results = await run_sync_benchmark(
@@ -269,7 +268,6 @@ async def test_benchmark_sync_500_files(app_config, project_config, config_manag
@pytest.mark.benchmark
@pytest.mark.asyncio
@pytest.mark.slow
@pytest.mark.skip
async def test_benchmark_sync_1000_files(app_config, project_config, config_manager):
"""Benchmark: Sync 1000 files (large repository).
@@ -289,7 +287,6 @@ async def test_benchmark_sync_1000_files(app_config, project_config, config_mana
@pytest.mark.benchmark
@pytest.mark.asyncio
@pytest.mark.skip
async def test_benchmark_resync_no_changes(app_config, project_config, config_manager):
"""Benchmark: Re-sync with no changes (should be fast).
@@ -18,7 +18,6 @@ def template_loader():
def entity_summary():
"""Create a sample EntitySummary for testing."""
return EntitySummary(
entity_id=1,
title="Test Entity",
permalink="test/entity",
type=SearchItemType.ENTITY,
@@ -35,8 +34,6 @@ def context_with_results(entity_summary):
# Create an observation for the entity
observation = ObservationSummary(
observation_id=1,
entity_id=1,
title="Test Observation",
permalink="test/entity/observations/1",
category="test",
-1
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@@ -1 +0,0 @@
"""V2 API tests."""
-21
View File
@@ -1,21 +0,0 @@
"""Fixtures for V2 API tests."""
import pytest
from basic_memory.models import Project
@pytest.fixture
def v2_project_url(test_project: Project) -> str:
"""Create a URL prefix for v2 project-scoped routes using project ID.
This helps tests generate the correct URL for v2 project-scoped routes
which use integer project IDs instead of permalinks.
"""
return f"/v2/projects/{test_project.id}"
@pytest.fixture
def v2_projects_url() -> str:
"""Base URL for v2 project management endpoints."""
return "/v2/projects"
-129
View File
@@ -1,129 +0,0 @@
"""Tests for V2 directory API routes (ID-based endpoints)."""
import pytest
from httpx import AsyncClient
from basic_memory.models import Project
from basic_memory.schemas.directory import DirectoryNode
@pytest.mark.asyncio
async def test_get_directory_tree(
client: AsyncClient,
test_project: Project,
v2_project_url: str,
):
"""Test getting directory tree via v2 endpoint."""
response = await client.get(f"{v2_project_url}/directory/tree")
assert response.status_code == 200
tree = DirectoryNode.model_validate(response.json())
assert tree.type == "directory"
@pytest.mark.asyncio
async def test_get_directory_structure(
client: AsyncClient,
test_project: Project,
v2_project_url: str,
):
"""Test getting directory structure (folders only) via v2 endpoint."""
response = await client.get(f"{v2_project_url}/directory/structure")
assert response.status_code == 200
structure = DirectoryNode.model_validate(response.json())
assert structure.type == "directory"
# Structure should only contain directories, not files
if structure.children:
for child in structure.children:
assert child.type == "directory"
@pytest.mark.asyncio
async def test_list_directory_default(
client: AsyncClient,
test_project: Project,
v2_project_url: str,
):
"""Test listing directory contents with default parameters via v2 endpoint."""
response = await client.get(f"{v2_project_url}/directory/list")
assert response.status_code == 200
nodes = response.json()
assert isinstance(nodes, list)
@pytest.mark.asyncio
async def test_list_directory_with_depth(
client: AsyncClient,
test_project: Project,
v2_project_url: str,
):
"""Test listing directory with custom depth via v2 endpoint."""
response = await client.get(f"{v2_project_url}/directory/list?depth=2")
assert response.status_code == 200
nodes = response.json()
assert isinstance(nodes, list)
@pytest.mark.asyncio
async def test_list_directory_with_glob(
client: AsyncClient,
test_project: Project,
v2_project_url: str,
):
"""Test listing directory with file name glob filter via v2 endpoint."""
response = await client.get(f"{v2_project_url}/directory/list?file_name_glob=*.md")
assert response.status_code == 200
nodes = response.json()
assert isinstance(nodes, list)
# All file nodes should have .md extension
for node in nodes:
if node.get("type") == "file":
assert node.get("path", "").endswith(".md")
@pytest.mark.asyncio
async def test_list_directory_with_custom_path(
client: AsyncClient,
test_project: Project,
v2_project_url: str,
):
"""Test listing a specific directory path via v2 endpoint."""
response = await client.get(f"{v2_project_url}/directory/list?dir_name=/")
assert response.status_code == 200
nodes = response.json()
assert isinstance(nodes, list)
@pytest.mark.asyncio
async def test_directory_invalid_project_id(
client: AsyncClient,
):
"""Test directory endpoints with invalid project ID return 404."""
# Test tree endpoint
response = await client.get("/v2/projects/999999/directory/tree")
assert response.status_code == 404
# Test structure endpoint
response = await client.get("/v2/projects/999999/directory/structure")
assert response.status_code == 404
# Test list endpoint
response = await client.get("/v2/projects/999999/directory/list")
assert response.status_code == 404
@pytest.mark.asyncio
async def test_v2_directory_endpoints_use_project_id_not_name(
client: AsyncClient, test_project: Project
):
"""Verify v2 directory endpoints require project ID, not name."""
# Try using project name instead of ID - should fail
response = await client.get(f"/v2/projects/{test_project.name}/directory/tree")
# Should get validation error or 404 because name is not a valid integer
assert response.status_code in [404, 422]
-530
View File
@@ -1,530 +0,0 @@
"""Tests for V2 importer API routes (ID-based endpoints)."""
import json
from pathlib import Path
import pytest
from httpx import AsyncClient
from basic_memory.models import Project
from basic_memory.schemas.importer import (
ChatImportResult,
EntityImportResult,
ProjectImportResult,
)
@pytest.fixture
def chatgpt_json_content():
"""Sample ChatGPT conversation data for testing."""
return [
{
"title": "Test Conversation",
"create_time": 1736616594.24054,
"update_time": 1736616603.164995,
"mapping": {
"root": {"id": "root", "message": None, "parent": None, "children": ["msg1"]},
"msg1": {
"id": "msg1",
"message": {
"id": "msg1",
"author": {"role": "user", "name": None, "metadata": {}},
"create_time": 1736616594.24054,
"content": {
"content_type": "text",
"parts": ["Hello, this is a test message"],
},
"status": "finished_successfully",
"metadata": {},
},
"parent": "root",
"children": ["msg2"],
},
"msg2": {
"id": "msg2",
"message": {
"id": "msg2",
"author": {"role": "assistant", "name": None, "metadata": {}},
"create_time": 1736616603.164995,
"content": {"content_type": "text", "parts": ["This is a test response"]},
"status": "finished_successfully",
"metadata": {},
},
"parent": "msg1",
"children": [],
},
},
}
]
@pytest.fixture
def claude_conversations_json_content():
"""Sample Claude conversations data for testing."""
return [
{
"uuid": "test-uuid",
"name": "Test Conversation",
"created_at": "2025-01-05T20:55:32.499880+00:00",
"updated_at": "2025-01-05T20:56:39.477600+00:00",
"chat_messages": [
{
"uuid": "msg-1",
"text": "Hello, this is a test",
"sender": "human",
"created_at": "2025-01-05T20:55:32.499880+00:00",
"content": [{"type": "text", "text": "Hello, this is a test"}],
},
{
"uuid": "msg-2",
"text": "Response to test",
"sender": "assistant",
"created_at": "2025-01-05T20:55:40.123456+00:00",
"content": [{"type": "text", "text": "Response to test"}],
},
],
}
]
@pytest.fixture
def claude_projects_json_content():
"""Sample Claude projects data for testing."""
return [
{
"uuid": "test-uuid",
"name": "Test Project",
"created_at": "2025-01-05T20:55:32.499880+00:00",
"updated_at": "2025-01-05T20:56:39.477600+00:00",
"prompt_template": "# Test Prompt\n\nThis is a test prompt.",
"docs": [
{
"uuid": "doc-uuid-1",
"filename": "Test Document",
"content": "# Test Document\n\nThis is test content.",
"created_at": "2025-01-05T20:56:39.477600+00:00",
},
{
"uuid": "doc-uuid-2",
"filename": "Another Document",
"content": "# Another Document\n\nMore test content.",
"created_at": "2025-01-05T20:56:39.477600+00:00",
},
],
}
]
@pytest.fixture
def memory_json_content():
"""Sample memory.json data for testing."""
return [
{
"type": "entity",
"name": "test_entity",
"entityType": "test",
"observations": ["Test observation 1", "Test observation 2"],
},
{
"type": "relation",
"from": "test_entity",
"to": "related_entity",
"relationType": "test_relation",
},
]
async def create_test_upload_file(tmp_path, content):
"""Create a test file for upload."""
file_path = tmp_path / "test_import.json"
with open(file_path, "w", encoding="utf-8") as f:
json.dump(content, f)
return file_path
@pytest.mark.asyncio
async def test_import_chatgpt(
project_config,
client: AsyncClient,
tmp_path,
chatgpt_json_content,
file_service,
v2_project_url: str,
):
"""Test importing ChatGPT conversations via v2 endpoint."""
# Create a test file
file_path = await create_test_upload_file(tmp_path, chatgpt_json_content)
# Create a multipart form with the file
with open(file_path, "rb") as f:
files = {"file": ("conversations.json", f, "application/json")}
data = {"folder": "test_chatgpt"}
# Send request
response = await client.post(f"{v2_project_url}/import/chatgpt", files=files, data=data)
# Check response
assert response.status_code == 200
result = ChatImportResult.model_validate(response.json())
assert result.success is True
assert result.conversations == 1
assert result.messages == 2
# Verify files were created
conv_path = Path("test_chatgpt") / "20250111-Test_Conversation.md"
assert await file_service.exists(conv_path)
content, _ = await file_service.read_file(conv_path)
assert "# Test Conversation" in content
assert "Hello, this is a test message" in content
assert "This is a test response" in content
@pytest.mark.asyncio
async def test_import_chatgpt_invalid_file(client: AsyncClient, tmp_path, v2_project_url: str):
"""Test importing invalid ChatGPT file via v2 endpoint."""
# Create invalid file
file_path = tmp_path / "invalid.json"
with open(file_path, "w") as f:
f.write("This is not JSON")
# Create multipart form with invalid file
with open(file_path, "rb") as f:
files = {"file": ("invalid.json", f, "application/json")}
data = {"folder": "test_chatgpt"}
# Send request - this should return an error
response = await client.post(f"{v2_project_url}/import/chatgpt", files=files, data=data)
# Check response
assert response.status_code == 500
assert "Import failed" in response.json()["detail"]
@pytest.mark.asyncio
async def test_import_claude_conversations(
client: AsyncClient,
tmp_path,
claude_conversations_json_content,
file_service,
v2_project_url: str,
):
"""Test importing Claude conversations via v2 endpoint."""
# Create a test file
file_path = await create_test_upload_file(tmp_path, claude_conversations_json_content)
# Create a multipart form with the file
with open(file_path, "rb") as f:
files = {"file": ("conversations.json", f, "application/json")}
data = {"folder": "test_claude_conversations"}
# Send request
response = await client.post(
f"{v2_project_url}/import/claude/conversations", files=files, data=data
)
# Check response
assert response.status_code == 200
result = ChatImportResult.model_validate(response.json())
assert result.success is True
assert result.conversations == 1
assert result.messages == 2
# Verify files were created
conv_path = Path("test_claude_conversations") / "20250105-Test_Conversation.md"
assert await file_service.exists(conv_path)
content, _ = await file_service.read_file(conv_path)
assert "# Test Conversation" in content
assert "Hello, this is a test" in content
assert "Response to test" in content
@pytest.mark.asyncio
async def test_import_claude_conversations_invalid_file(
client: AsyncClient, tmp_path, v2_project_url: str
):
"""Test importing invalid Claude conversations file via v2 endpoint."""
# Create invalid file
file_path = tmp_path / "invalid.json"
with open(file_path, "w") as f:
f.write("This is not JSON")
# Create multipart form with invalid file
with open(file_path, "rb") as f:
files = {"file": ("invalid.json", f, "application/json")}
data = {"folder": "test_claude_conversations"}
# Send request - this should return an error
response = await client.post(
f"{v2_project_url}/import/claude/conversations", files=files, data=data
)
# Check response
assert response.status_code == 500
assert "Import failed" in response.json()["detail"]
@pytest.mark.asyncio
async def test_import_claude_projects(
client: AsyncClient, tmp_path, claude_projects_json_content, file_service, v2_project_url: str
):
"""Test importing Claude projects via v2 endpoint."""
# Create a test file
file_path = await create_test_upload_file(tmp_path, claude_projects_json_content)
# Create a multipart form with the file
with open(file_path, "rb") as f:
files = {"file": ("projects.json", f, "application/json")}
data = {"folder": "test_claude_projects"}
# Send request
response = await client.post(
f"{v2_project_url}/import/claude/projects", files=files, data=data
)
# Check response
assert response.status_code == 200
result = ProjectImportResult.model_validate(response.json())
assert result.success is True
assert result.documents == 2
assert result.prompts == 1
# Verify files were created
project_dir = Path("test_claude_projects") / "Test_Project"
assert await file_service.exists(project_dir / "prompt-template.md")
assert await file_service.exists(project_dir / "docs" / "Test_Document.md")
assert await file_service.exists(project_dir / "docs" / "Another_Document.md")
# Check content
prompt_content, _ = await file_service.read_file(project_dir / "prompt-template.md")
assert "# Test Prompt" in prompt_content
doc_content, _ = await file_service.read_file(project_dir / "docs" / "Test_Document.md")
assert "# Test Document" in doc_content
assert "This is test content" in doc_content
@pytest.mark.asyncio
async def test_import_claude_projects_invalid_file(
client: AsyncClient, tmp_path, v2_project_url: str
):
"""Test importing invalid Claude projects file via v2 endpoint."""
# Create invalid file
file_path = tmp_path / "invalid.json"
with open(file_path, "w") as f:
f.write("This is not JSON")
# Create multipart form with invalid file
with open(file_path, "rb") as f:
files = {"file": ("invalid.json", f, "application/json")}
data = {"folder": "test_claude_projects"}
# Send request - this should return an error
response = await client.post(
f"{v2_project_url}/import/claude/projects", files=files, data=data
)
# Check response
assert response.status_code == 500
assert "Import failed" in response.json()["detail"]
@pytest.mark.asyncio
async def test_import_memory_json(
client: AsyncClient, tmp_path, memory_json_content, file_service, v2_project_url: str
):
"""Test importing memory.json file via v2 endpoint."""
# Create a test file
json_file = tmp_path / "memory.json"
with open(json_file, "w", encoding="utf-8") as f:
for entity in memory_json_content:
f.write(json.dumps(entity) + "\n")
# Create a multipart form with the file
with open(json_file, "rb") as f:
files = {"file": ("memory.json", f, "application/json")}
data = {"folder": "test_memory_json"}
# Send request
response = await client.post(f"{v2_project_url}/import/memory-json", files=files, data=data)
# Check response
assert response.status_code == 200
result = EntityImportResult.model_validate(response.json())
assert result.success is True
assert result.entities == 1
assert result.relations == 1
# Verify files were created
entity_path = Path("test_memory_json") / "test" / "test_entity.md"
assert await file_service.exists(entity_path)
# Check content
content, _ = await file_service.read_file(entity_path)
assert "Test observation 1" in content
assert "Test observation 2" in content
assert "test_relation [[related_entity]]" in content
@pytest.mark.asyncio
async def test_import_memory_json_without_folder(
client: AsyncClient, tmp_path, memory_json_content, file_service, v2_project_url: str
):
"""Test importing memory.json file without specifying a destination folder."""
# Create a test file
json_file = tmp_path / "memory.json"
with open(json_file, "w", encoding="utf-8") as f:
for entity in memory_json_content:
f.write(json.dumps(entity) + "\n")
# Create a multipart form with the file
with open(json_file, "rb") as f:
files = {"file": ("memory.json", f, "application/json")}
# Send request without destination_folder
response = await client.post(f"{v2_project_url}/import/memory-json", files=files)
# Check response
assert response.status_code == 200
result = EntityImportResult.model_validate(response.json())
assert result.success is True
assert result.entities == 1
assert result.relations == 1
# Verify files were created in the default directory
entity_path = Path("conversations") / "test" / "test_entity.md"
assert await file_service.exists(entity_path)
@pytest.mark.asyncio
async def test_import_memory_json_invalid_file(client: AsyncClient, tmp_path, v2_project_url: str):
"""Test importing invalid memory.json file via v2 endpoint."""
# Create invalid file
file_path = tmp_path / "invalid.json"
with open(file_path, "w") as f:
f.write("This is not JSON")
# Create multipart form with invalid file
with open(file_path, "rb") as f:
files = {"file": ("invalid.json", f, "application/json")}
data = {"folder": "test_memory_json"}
# Send request - this should return an error
response = await client.post(f"{v2_project_url}/import/memory-json", files=files, data=data)
# Check response
assert response.status_code == 500
assert "Import failed" in response.json()["detail"]
@pytest.mark.asyncio
async def test_v2_import_endpoints_use_project_id_not_name(
client: AsyncClient, tmp_path, test_project: Project, chatgpt_json_content
):
"""Verify v2 import endpoints require project ID, not name."""
# Create a test file
file_path = await create_test_upload_file(tmp_path, chatgpt_json_content)
# Try using project name instead of ID - should fail
with open(file_path, "rb") as f:
files = {"file": ("conversations.json", f, "application/json")}
data = {"folder": "test"}
response = await client.post(
f"/v2/projects/{test_project.name}/import/chatgpt",
files=files,
data=data,
)
# Should get validation error or 404 because name is not a valid integer
assert response.status_code in [404, 422]
@pytest.mark.asyncio
async def test_import_invalid_project_id(client: AsyncClient, tmp_path, chatgpt_json_content):
"""Test import endpoints with invalid project ID return 404."""
# Create a test file
file_path = await create_test_upload_file(tmp_path, chatgpt_json_content)
# Test all import endpoints
endpoints = [
"/import/chatgpt",
"/import/claude/conversations",
"/import/claude/projects",
"/import/memory-json",
]
for endpoint in endpoints:
with open(file_path, "rb") as f:
files = {"file": ("test.json", f, "application/json")}
data = {"folder": "test"}
response = await client.post(
f"/v2/projects/999999{endpoint}",
files=files,
data=data,
)
assert response.status_code == 404
@pytest.mark.asyncio
async def test_import_missing_file(client: AsyncClient, v2_project_url: str):
"""Test importing with missing file via v2 endpoint."""
# Send a request without a file
response = await client.post(f"{v2_project_url}/import/chatgpt", data={"folder": "test_folder"})
# Check that the request was rejected
assert response.status_code in [400, 422] # Either bad request or unprocessable entity
@pytest.mark.asyncio
async def test_import_empty_file(client: AsyncClient, tmp_path, v2_project_url: str):
"""Test importing an empty file via v2 endpoint."""
# Create an empty file
file_path = tmp_path / "empty.json"
with open(file_path, "w") as f:
f.write("")
# Create multipart form with empty file
with open(file_path, "rb") as f:
files = {"file": ("empty.json", f, "application/json")}
data = {"folder": "test_chatgpt"}
# Send request
response = await client.post(f"{v2_project_url}/import/chatgpt", files=files, data=data)
# Check response
assert response.status_code == 500
assert "Import failed" in response.json()["detail"]
@pytest.mark.asyncio
async def test_import_malformed_json(client: AsyncClient, tmp_path, v2_project_url: str):
"""Test importing malformed JSON for all v2 import endpoints."""
# Create malformed JSON file
file_path = tmp_path / "malformed.json"
with open(file_path, "w") as f:
f.write('{"incomplete": "json"') # Missing closing brace
# Test all import endpoints
endpoints = [
(f"{v2_project_url}/import/chatgpt", {"folder": "test"}),
(f"{v2_project_url}/import/claude/conversations", {"folder": "test"}),
(f"{v2_project_url}/import/claude/projects", {"folder": "test"}),
(f"{v2_project_url}/import/memory-json", {"folder": "test"}),
]
for endpoint, data in endpoints:
# Create multipart form with malformed JSON
with open(file_path, "rb") as f:
files = {"file": ("malformed.json", f, "application/json")}
# Send request
response = await client.post(endpoint, files=files, data=data)
# Check response
assert response.status_code == 500
assert "Import failed" in response.json()["detail"]
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@@ -1,407 +0,0 @@
"""Tests for V2 knowledge graph API routes (ID-based endpoints)."""
import pytest
from httpx import AsyncClient
from basic_memory.models import Project
from basic_memory.schemas import DeleteEntitiesResponse
from basic_memory.schemas.v2 import EntityResponseV2, EntityResolveResponse
@pytest.mark.asyncio
async def test_resolve_identifier_by_permalink(
client: AsyncClient, test_graph, v2_project_url, test_project: Project, entity_repository
):
"""Test resolving an identifier by permalink returns correct entity ID."""
# test_graph fixture creates some test entities
# We'll use one of them to test resolution
# Create an entity first
entity_data = {
"title": "TestResolve",
"folder": "test",
"content": "Test content for resolve",
}
response = await client.post(f"{v2_project_url}/knowledge/entities", json=entity_data)
assert response.status_code == 200
created_entity = EntityResponseV2.model_validate(response.json())
# V2 create must return id
assert created_entity.id is not None
entity_id = created_entity.id
# Now resolve it by permalink
resolve_data = {"identifier": created_entity.permalink}
response = await client.post(f"{v2_project_url}/knowledge/resolve", json=resolve_data)
assert response.status_code == 200
resolved = EntityResolveResponse.model_validate(response.json())
assert resolved.entity_id == entity_id
assert resolved.permalink == created_entity.permalink
assert resolved.resolution_method == "permalink"
@pytest.mark.asyncio
async def test_resolve_identifier_not_found(client: AsyncClient, v2_project_url):
"""Test resolving a non-existent identifier returns 404."""
resolve_data = {"identifier": "nonexistent/entity"}
response = await client.post(f"{v2_project_url}/knowledge/resolve", json=resolve_data)
assert response.status_code == 404
assert "Could not resolve identifier" in response.json()["detail"]
@pytest.mark.asyncio
async def test_get_entity_by_id(client: AsyncClient, test_graph, v2_project_url, entity_repository):
"""Test getting an entity by its numeric ID."""
# Create an entity first
entity_data = {
"title": "TestGetById",
"folder": "test",
"content": "Test content for get by ID",
}
response = await client.post(f"{v2_project_url}/knowledge/entities", json=entity_data)
assert response.status_code == 200
created_entity = EntityResponseV2.model_validate(response.json())
# V2 create must return id
assert created_entity.id is not None
entity_id = created_entity.id
# Get it by ID using v2 endpoint
response = await client.get(f"{v2_project_url}/knowledge/entities/{entity_id}")
assert response.status_code == 200
entity = EntityResponseV2.model_validate(response.json())
assert entity.id == entity_id
assert entity.title == "TestGetById"
assert entity.api_version == "v2"
@pytest.mark.asyncio
async def test_get_entity_by_id_not_found(client: AsyncClient, v2_project_url):
"""Test getting a non-existent entity by ID returns 404."""
response = await client.get(f"{v2_project_url}/knowledge/entities/999999")
assert response.status_code == 404
assert "not found" in response.json()["detail"].lower()
@pytest.mark.asyncio
async def test_create_entity(client: AsyncClient, file_service, v2_project_url):
"""Test creating an entity via v2 endpoint."""
data = {
"title": "TestV2Entity",
"folder": "test",
"entity_type": "test",
"content_type": "text/markdown",
"content": "TestContent for V2",
}
response = await client.post(f"{v2_project_url}/knowledge/entities", json=data)
assert response.status_code == 200
entity = EntityResponseV2.model_validate(response.json())
# V2 endpoints must return id field
assert entity.id is not None
assert isinstance(entity.id, int)
assert entity.api_version == "v2"
assert entity.permalink == "test/test-v2-entity"
assert entity.file_path == "test/TestV2Entity.md"
assert entity.entity_type == data["entity_type"]
# Verify file was created
file_path = file_service.get_entity_path(entity)
file_content, _ = await file_service.read_file(file_path)
assert data["content"] in file_content
@pytest.mark.asyncio
async def test_create_entity_with_observations_and_relations(
client: AsyncClient, file_service, v2_project_url
):
"""Test creating an entity with observations and relations via v2."""
data = {
"title": "TestV2Complex",
"folder": "test",
"content": """
# TestV2Complex
## Observations
- [note] This is a test observation #tag1 (context)
- related to [[OtherEntity]]
""",
}
response = await client.post(f"{v2_project_url}/knowledge/entities", json=data)
assert response.status_code == 200
entity = EntityResponseV2.model_validate(response.json())
# V2 endpoints must return id field
assert entity.id is not None
assert isinstance(entity.id, int)
assert entity.api_version == "v2"
assert len(entity.observations) == 1
assert entity.observations[0].category == "note"
assert entity.observations[0].content == "This is a test observation #tag1"
assert entity.observations[0].tags == ["tag1"]
assert len(entity.relations) == 1
assert entity.relations[0].relation_type == "related to"
@pytest.mark.asyncio
async def test_update_entity_by_id(
client: AsyncClient, file_service, v2_project_url, entity_repository
):
"""Test updating an entity by ID using PUT (replace)."""
# Create an entity first
create_data = {
"title": "TestUpdate",
"folder": "test",
"content": "Original content",
}
response = await client.post(f"{v2_project_url}/knowledge/entities", json=create_data)
assert response.status_code == 200
created_entity = EntityResponseV2.model_validate(response.json())
# V2 create must return id
assert created_entity.id is not None
original_id = created_entity.id
# Update it by ID
update_data = {
"title": "TestUpdate",
"folder": "test",
"content": "Updated content via V2",
}
response = await client.put(
f"{v2_project_url}/knowledge/entities/{original_id}",
json=update_data,
)
assert response.status_code == 200
updated_entity = EntityResponseV2.model_validate(response.json())
# V2 update must return id field
assert updated_entity.id is not None
assert isinstance(updated_entity.id, int)
assert updated_entity.api_version == "v2"
# Verify file was updated
file_path = file_service.get_entity_path(updated_entity)
file_content, _ = await file_service.read_file(file_path)
assert "Updated content via V2" in file_content
assert "Original content" not in file_content
@pytest.mark.asyncio
async def test_edit_entity_by_id_append(
client: AsyncClient, file_service, v2_project_url, entity_repository
):
"""Test editing an entity by ID using PATCH (append operation)."""
# Create an entity first
create_data = {
"title": "TestEdit",
"folder": "test",
"content": "# TestEdit\n\nOriginal content",
}
response = await client.post(f"{v2_project_url}/knowledge/entities", json=create_data)
assert response.status_code == 200
created_entity = EntityResponseV2.model_validate(response.json())
# V2 create must return id
assert created_entity.id is not None
original_id = created_entity.id
# Edit it by appending
edit_data = {
"operation": "append",
"content": "\n\n## New Section\n\nAppended content",
}
response = await client.patch(
f"{v2_project_url}/knowledge/entities/{original_id}",
json=edit_data,
)
assert response.status_code == 200
edited_entity = EntityResponseV2.model_validate(response.json())
# V2 patch must return id field
assert edited_entity.id is not None
assert isinstance(edited_entity.id, int)
assert edited_entity.api_version == "v2"
# Verify file has both original and appended content
file_path = file_service.get_entity_path(edited_entity)
file_content, _ = await file_service.read_file(file_path)
assert "Original content" in file_content
assert "Appended content" in file_content
@pytest.mark.asyncio
async def test_edit_entity_by_id_find_replace(
client: AsyncClient, file_service, v2_project_url, entity_repository
):
"""Test editing an entity by ID using PATCH (find/replace operation)."""
# Create an entity first
create_data = {
"title": "TestFindReplace",
"folder": "test",
"content": "# TestFindReplace\n\nOld text that will be replaced",
}
response = await client.post(f"{v2_project_url}/knowledge/entities", json=create_data)
assert response.status_code == 200
created_entity = EntityResponseV2.model_validate(response.json())
# V2 create must return id
assert created_entity.id is not None
original_id = created_entity.id
# Edit using find/replace
edit_data = {
"operation": "find_replace",
"find_text": "Old text",
"content": "New text",
}
response = await client.patch(
f"{v2_project_url}/knowledge/entities/{original_id}",
json=edit_data,
)
assert response.status_code == 200
edited_entity = EntityResponseV2.model_validate(response.json())
# V2 patch must return id field
assert edited_entity.id is not None
assert isinstance(edited_entity.id, int)
assert edited_entity.api_version == "v2"
# Verify replacement
file_path = file_service.get_entity_path(created_entity)
file_content, _ = await file_service.read_file(file_path)
assert "New text" in file_content
assert "Old text" not in file_content
@pytest.mark.asyncio
async def test_delete_entity_by_id(
client: AsyncClient, file_service, v2_project_url, entity_repository
):
"""Test deleting an entity by ID."""
# Create an entity first
create_data = {
"title": "TestDelete",
"folder": "test",
"content": "Content to be deleted",
}
response = await client.post(f"{v2_project_url}/knowledge/entities", json=create_data)
assert response.status_code == 200
created_entity = EntityResponseV2.model_validate(response.json())
# V2 create must return id
assert created_entity.id is not None
entity_id = created_entity.id
# Delete it by ID
response = await client.delete(f"{v2_project_url}/knowledge/entities/{entity_id}")
assert response.status_code == 200
delete_response = DeleteEntitiesResponse.model_validate(response.json())
assert delete_response.deleted is True
# Verify it's gone - trying to get it should return 404
response = await client.get(f"{v2_project_url}/knowledge/entities/{entity_id}")
assert response.status_code == 404
@pytest.mark.asyncio
async def test_delete_entity_by_id_not_found(client: AsyncClient, v2_project_url):
"""Test deleting a non-existent entity returns deleted=False (idempotent)."""
response = await client.delete(f"{v2_project_url}/knowledge/entities/999999")
# Delete is idempotent - returns 200 with deleted=False
assert response.status_code == 200
delete_response = DeleteEntitiesResponse.model_validate(response.json())
assert delete_response.deleted is False
@pytest.mark.asyncio
async def test_move_entity(client: AsyncClient, file_service, v2_project_url, entity_repository):
"""Test moving an entity to a new location."""
# Create an entity first
create_data = {
"title": "TestMove",
"folder": "test",
"content": "Content to be moved",
}
response = await client.post(f"{v2_project_url}/knowledge/entities", json=create_data)
assert response.status_code == 200
created_entity = EntityResponseV2.model_validate(response.json())
# V2 create must return id
assert created_entity.id is not None
original_id = created_entity.id
# Move it to a new folder (V2 uses entity ID in path)
move_data = {
"destination_path": "moved/MovedEntity.md",
}
response = await client.put(
f"{v2_project_url}/knowledge/entities/{created_entity.id}/move", json=move_data
)
assert response.status_code == 200
moved_entity = EntityResponseV2.model_validate(response.json())
# V2 move must return id field
assert moved_entity.id is not None
assert isinstance(moved_entity.id, int)
assert moved_entity.api_version == "v2"
# ID should remain the same (stable reference)
assert moved_entity.id == original_id
assert moved_entity.file_path == "moved/MovedEntity.md"
@pytest.mark.asyncio
async def test_v2_endpoints_use_project_id_not_name(client: AsyncClient, test_project: Project):
"""Verify v2 endpoints require project ID, not name."""
# Try using project name instead of ID - should fail
response = await client.get(f"/v2/{test_project.name}/knowledge/entities/1")
# Should get validation error or 404 because name is not a valid integer
assert response.status_code in [404, 422]
@pytest.mark.asyncio
async def test_entity_response_v2_has_api_version(
client: AsyncClient, v2_project_url, entity_repository
):
"""Test that EntityResponseV2 includes api_version field."""
# Create an entity
entity_data = {
"title": "TestApiVersion",
"folder": "test",
"content": "Test content",
}
response = await client.post(f"{v2_project_url}/knowledge/entities", json=entity_data)
assert response.status_code == 200
created_entity = EntityResponseV2.model_validate(response.json())
# V2 create must return id and api_version
assert created_entity.id is not None
assert created_entity.api_version == "v2"
entity_id = created_entity.id
# Get it via v2 endpoint
response = await client.get(f"{v2_project_url}/knowledge/entities/{entity_id}")
assert response.status_code == 200
entity_v2 = EntityResponseV2.model_validate(response.json())
assert entity_v2.api_version == "v2"
assert entity_v2.id == entity_id
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@@ -1,301 +0,0 @@
"""Tests for v2 memory router endpoints."""
import pytest
from httpx import AsyncClient
from pathlib import Path
from basic_memory.models import Project
async def create_test_entity(
test_project, entity_data, entity_repository, search_service, file_service
):
"""Helper to create an entity with file and index it."""
# Create file
test_content = f"# {entity_data['title']}\n\nTest content"
file_path = Path(test_project.path) / entity_data["file_path"]
file_path.parent.mkdir(parents=True, exist_ok=True)
await file_service.write_file(file_path, test_content)
# Create entity
entity = await entity_repository.create(entity_data)
# Index for search
await search_service.index_entity(entity)
return entity
@pytest.mark.asyncio
async def test_get_recent_context(
client: AsyncClient,
test_project: Project,
v2_project_url: str,
entity_repository,
search_service,
file_service,
):
"""Test getting recent activity context."""
entity_data = {
"title": "Recent Test Entity",
"entity_type": "note",
"content_type": "text/markdown",
"file_path": "recent_test.md",
"checksum": "abc123",
}
await create_test_entity(
test_project, entity_data, entity_repository, search_service, file_service
)
# Get recent context
response = await client.get(f"{v2_project_url}/memory/recent")
assert response.status_code == 200
data = response.json()
# Verify response structure (GraphContext uses 'results' not 'entities')
assert "results" in data
assert "metadata" in data
assert "page" in data
assert "page_size" in data
@pytest.mark.asyncio
async def test_get_recent_context_with_pagination(
client: AsyncClient,
test_project: Project,
v2_project_url: str,
entity_repository,
search_service,
file_service,
):
"""Test recent context with pagination parameters."""
# Create multiple test entities
for i in range(5):
entity_data = {
"title": f"Entity {i}",
"entity_type": "note",
"content_type": "text/markdown",
"file_path": f"entity_{i}.md",
"checksum": f"checksum{i}",
}
await create_test_entity(
test_project, entity_data, entity_repository, search_service, file_service
)
# Get recent context with pagination
response = await client.get(
f"{v2_project_url}/memory/recent", params={"page": 1, "page_size": 3}
)
assert response.status_code == 200
data = response.json()
assert "results" in data
assert data["page"] == 1
assert data["page_size"] == 3
@pytest.mark.asyncio
async def test_get_recent_context_with_type_filter(
client: AsyncClient,
test_project: Project,
v2_project_url: str,
entity_repository,
search_service,
file_service,
):
"""Test filtering recent context by type."""
# Create a test entity
entity_data = {
"title": "Filtered Entity",
"entity_type": "note",
"content_type": "text/markdown",
"file_path": "filtered.md",
"checksum": "xyz789",
}
await create_test_entity(
test_project, entity_data, entity_repository, search_service, file_service
)
# Get recent context filtered by type
response = await client.get(f"{v2_project_url}/memory/recent", params={"type": ["entity"]})
assert response.status_code == 200
data = response.json()
assert "results" in data
@pytest.mark.asyncio
async def test_get_recent_context_with_timeframe(
client: AsyncClient,
test_project: Project,
v2_project_url: str,
):
"""Test recent context with custom timeframe."""
response = await client.get(f"{v2_project_url}/memory/recent", params={"timeframe": "1d"})
assert response.status_code == 200
data = response.json()
assert "results" in data
@pytest.mark.asyncio
async def test_get_recent_context_invalid_project_id(
client: AsyncClient,
):
"""Test getting recent context with invalid project ID returns 404."""
response = await client.get("/v2/projects/999999/memory/recent")
assert response.status_code == 404
@pytest.mark.asyncio
async def test_get_memory_context_by_permalink(
client: AsyncClient,
test_project: Project,
v2_project_url: str,
entity_repository,
search_service,
file_service,
):
"""Test getting context for a specific memory URI (permalink)."""
# Create a test entity
entity_data = {
"title": "Context Test",
"entity_type": "note",
"content_type": "text/markdown",
"file_path": "context_test.md",
"checksum": "def456",
"permalink": "context-test",
}
await create_test_entity(
test_project, entity_data, entity_repository, search_service, file_service
)
# Get context for this entity
response = await client.get(f"{v2_project_url}/memory/context-test")
assert response.status_code == 200
data = response.json()
assert "results" in data
@pytest.mark.asyncio
async def test_get_memory_context_by_id(
client: AsyncClient,
test_project: Project,
v2_project_url: str,
entity_repository,
search_service,
file_service,
):
"""Test getting context using ID-based memory URI."""
# Create a test entity
entity_data = {
"title": "ID Context Test",
"entity_type": "note",
"content_type": "text/markdown",
"file_path": "id_context_test.md",
"checksum": "ghi789",
}
created_entity = await create_test_entity(
test_project, entity_data, entity_repository, search_service, file_service
)
# Get context using ID format (memory://id/123 or memory://123)
response = await client.get(f"{v2_project_url}/memory/id/{created_entity.id}")
assert response.status_code == 200
data = response.json()
assert "results" in data
@pytest.mark.asyncio
async def test_get_memory_context_with_depth(
client: AsyncClient,
test_project: Project,
v2_project_url: str,
entity_repository,
search_service,
file_service,
):
"""Test getting context with depth parameter."""
# Create a test entity
entity_data = {
"title": "Depth Test",
"entity_type": "note",
"content_type": "text/markdown",
"file_path": "depth_test.md",
"checksum": "jkl012",
"permalink": "depth-test",
}
await create_test_entity(
test_project, entity_data, entity_repository, search_service, file_service
)
# Get context with depth
response = await client.get(f"{v2_project_url}/memory/depth-test", params={"depth": 2})
assert response.status_code == 200
data = response.json()
assert "results" in data
@pytest.mark.asyncio
async def test_get_memory_context_not_found(
client: AsyncClient,
test_project: Project,
v2_project_url: str,
):
"""Test getting context for non-existent memory URI returns 404."""
response = await client.get(f"{v2_project_url}/memory/nonexistent-uri")
# Note: This might return 200 with empty results depending on implementation
# Adjust assertion based on actual behavior
assert response.status_code in [200, 404]
@pytest.mark.asyncio
async def test_get_memory_context_with_timeframe(
client: AsyncClient,
test_project: Project,
v2_project_url: str,
entity_repository,
search_service,
file_service,
):
"""Test getting context with timeframe filter."""
# Create a test entity
entity_data = {
"title": "Timeframe Test",
"entity_type": "note",
"content_type": "text/markdown",
"file_path": "timeframe_test.md",
"checksum": "mno345",
"permalink": "timeframe-test",
}
await create_test_entity(
test_project, entity_data, entity_repository, search_service, file_service
)
# Get context with timeframe
response = await client.get(
f"{v2_project_url}/memory/timeframe-test", params={"timeframe": "7d"}
)
assert response.status_code == 200
data = response.json()
assert "results" in data
@pytest.mark.asyncio
async def test_v2_memory_endpoints_use_project_id_not_name(
client: AsyncClient,
test_project: Project,
):
"""Test that v2 memory endpoints reject string project names."""
# Try to use project name instead of ID - should fail
response = await client.get(f"/v2/{test_project.name}/memory/recent")
# FastAPI path validation should reject non-integer project_id
assert response.status_code in [404, 422]
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"""Tests for V2 project management API routes (ID-based endpoints)."""
import tempfile
from pathlib import Path
import pytest
from httpx import AsyncClient
from basic_memory.models import Project
from basic_memory.schemas.project_info import ProjectItem, ProjectStatusResponse
@pytest.mark.asyncio
async def test_get_project_by_id(client: AsyncClient, test_project: Project, v2_projects_url):
"""Test getting a project by its numeric ID."""
response = await client.get(f"{v2_projects_url}/{test_project.id}")
assert response.status_code == 200
project = ProjectItem.model_validate(response.json())
assert project.id == test_project.id
assert project.name == test_project.name
assert project.path == test_project.path
assert project.is_default == (test_project.is_default or False)
@pytest.mark.asyncio
async def test_get_project_by_id_not_found(client: AsyncClient, v2_projects_url):
"""Test getting a non-existent project by ID returns 404."""
response = await client.get(f"{v2_projects_url}/999999")
assert response.status_code == 404
assert "not found" in response.json()["detail"].lower()
@pytest.mark.asyncio
async def test_update_project_path_by_id(
client: AsyncClient, test_project: Project, v2_projects_url
):
"""Test updating a project's path by ID."""
with tempfile.TemporaryDirectory() as tmpdir:
new_path = str(Path(tmpdir) / "new-project-location")
Path(new_path).mkdir(parents=True, exist_ok=True)
update_data = {"path": new_path}
response = await client.patch(
f"{v2_projects_url}/{test_project.id}",
json=update_data,
)
assert response.status_code == 200
status_response = ProjectStatusResponse.model_validate(response.json())
assert status_response.status == "success"
assert status_response.new_project.id == test_project.id
# Normalize paths for cross-platform comparison (Windows uses backslashes, API returns forward slashes)
assert Path(status_response.new_project.path) == Path(new_path)
assert status_response.old_project.id == test_project.id
@pytest.mark.asyncio
async def test_update_project_invalid_path(
client: AsyncClient, test_project: Project, v2_projects_url
):
"""Test updating with a relative path returns 400."""
update_data = {"path": "relative/path"}
response = await client.patch(
f"{v2_projects_url}/{test_project.id}",
json=update_data,
)
assert response.status_code == 400
assert "absolute" in response.json()["detail"].lower()
@pytest.mark.asyncio
async def test_update_project_not_found(client: AsyncClient, v2_projects_url):
"""Test updating a non-existent project returns 404."""
update_data = {"path": "/tmp/new-path"}
response = await client.patch(
f"{v2_projects_url}/999999",
json=update_data,
)
assert response.status_code == 404
@pytest.mark.asyncio
async def test_set_default_project_by_id(
client: AsyncClient, test_project: Project, v2_projects_url, project_repository, project_service
):
"""Test setting a project as default by ID."""
# Create a second project to test setting default
await project_service.add_project("second-project", "/tmp/second-project")
# Get the created project from the repository to get its ID
created_project = await project_repository.get_by_name("second-project")
assert created_project is not None
# Set the second project as default
response = await client.put(f"{v2_projects_url}/{created_project.id}/default")
assert response.status_code == 200
status_response = ProjectStatusResponse.model_validate(response.json())
assert status_response.status == "success"
assert status_response.default is True
assert status_response.new_project.id == created_project.id
assert status_response.new_project.is_default is True
assert status_response.old_project.id == test_project.id
assert status_response.old_project.is_default is False
@pytest.mark.asyncio
async def test_set_default_project_not_found(client: AsyncClient, v2_projects_url):
"""Test setting a non-existent project as default returns 404."""
response = await client.put(f"{v2_projects_url}/999999/default")
assert response.status_code == 404
@pytest.mark.asyncio
async def test_delete_project_by_id(
client: AsyncClient, test_project: Project, v2_projects_url, project_repository, project_service
):
"""Test deleting a project by ID."""
# Create a second project since we can't delete the default
await project_service.add_project("to-delete", "/tmp/to-delete")
# Get the created project from the repository to get its ID
created_project = await project_repository.get_by_name("to-delete")
assert created_project is not None
# Delete it
response = await client.delete(f"{v2_projects_url}/{created_project.id}")
assert response.status_code == 200
status_response = ProjectStatusResponse.model_validate(response.json())
assert status_response.status == "success"
assert status_response.old_project.id == created_project.id
assert status_response.new_project is None
# Verify it's deleted - trying to get it should return 404
response = await client.get(f"{v2_projects_url}/{created_project.id}")
assert response.status_code == 404
@pytest.mark.asyncio
async def test_delete_project_with_delete_notes_param(
client: AsyncClient, test_project: Project, v2_projects_url, project_repository, project_service
):
"""Test deleting a project with delete_notes parameter."""
# Create a project in a temp directory
with tempfile.TemporaryDirectory() as tmpdir:
project_path = Path(tmpdir) / "test-delete-notes"
project_path.mkdir(parents=True, exist_ok=True)
# Create a test file in the project
test_file = project_path / "test.md"
test_file.write_text("Test content")
await project_service.add_project("delete-with-notes", str(project_path))
# Get the created project from the repository to get its ID
created_project = await project_repository.get_by_name("delete-with-notes")
assert created_project is not None
# Delete with delete_notes=true
response = await client.delete(f"{v2_projects_url}/{created_project.id}?delete_notes=true")
assert response.status_code == 200
# Verify directory was deleted
assert not project_path.exists()
@pytest.mark.asyncio
async def test_delete_default_project_fails(
client: AsyncClient, test_project: Project, v2_projects_url
):
"""Test that deleting the default project returns 400."""
# test_project is the default project
response = await client.delete(f"{v2_projects_url}/{test_project.id}")
assert response.status_code == 400
assert "default project" in response.json()["detail"].lower()
@pytest.mark.asyncio
async def test_delete_project_not_found(client: AsyncClient, v2_projects_url):
"""Test deleting a non-existent project returns 404."""
response = await client.delete(f"{v2_projects_url}/999999")
assert response.status_code == 404
@pytest.mark.asyncio
async def test_v2_project_endpoints_use_id_not_name(
client: AsyncClient, test_project: Project, v2_projects_url
):
"""Verify v2 project endpoints require project ID, not name."""
# Try using project name instead of ID - should fail
response = await client.get(f"{v2_projects_url}/{test_project.name}")
# Should get 404 or 422 because name is not a valid integer
assert response.status_code in [404, 422]
@pytest.mark.asyncio
async def test_project_id_stability_after_rename(
client: AsyncClient, test_project: Project, v2_projects_url, project_repository
):
"""Test that project ID remains stable even after renaming."""
original_id = test_project.id
original_name = test_project.name
# Get project by ID
response = await client.get(f"{v2_projects_url}/{original_id}")
assert response.status_code == 200
project_before = ProjectItem.model_validate(response.json())
assert project_before.id == original_id
assert project_before.name == original_name
# Even if we renamed the project (not testing rename here, just the concept),
# the ID would stay the same. This test demonstrates the stability.
# Re-fetch by same ID
response = await client.get(f"{v2_projects_url}/{original_id}")
assert response.status_code == 200
project_after = ProjectItem.model_validate(response.json())
assert project_after.id == original_id
@pytest.mark.asyncio
async def test_update_project_active_status(
client: AsyncClient, test_project: Project, v2_projects_url, project_repository, project_service
):
"""Test updating a project's active status by ID."""
# Create a non-default project
await project_service.add_project("test-active", "/tmp/test-active")
# Get the created project from the repository to get its ID
created_project = await project_repository.get_by_name("test-active")
assert created_project is not None
# Update active status
update_data = {"is_active": False}
response = await client.patch(
f"{v2_projects_url}/{created_project.id}",
json=update_data,
)
assert response.status_code == 200
status_response = ProjectStatusResponse.model_validate(response.json())
assert status_response.status == "success"
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"""Tests for V2 prompt router endpoints (ID-based)."""
import pytest
import pytest_asyncio
from httpx import AsyncClient
from basic_memory.models import Project
from basic_memory.services.context_service import ContextService
@pytest_asyncio.fixture
async def context_service(entity_repository, search_service, observation_repository):
"""Create a real context service for testing."""
return ContextService(entity_repository, search_service, observation_repository)
@pytest.mark.asyncio
async def test_continue_conversation_endpoint(
client: AsyncClient,
entity_service,
search_service,
context_service,
entity_repository,
test_graph,
v2_project_url: str,
):
"""Test the v2 continue_conversation endpoint with real services."""
# Create request data
request_data = {
"topic": "Root", # This should match our test entity in test_graph
"timeframe": "7d",
"depth": 1,
"related_items_limit": 2,
}
# Call the endpoint
response = await client.post(
f"{v2_project_url}/prompt/continue-conversation", json=request_data
)
# Verify response
assert response.status_code == 200
result = response.json()
assert "prompt" in result
assert "context" in result
# Check content of context
context = result["context"]
assert context["topic"] == "Root"
assert context["timeframe"] == "7d"
assert context["has_results"] is True
assert len(context["hierarchical_results"]) > 0
# Check content of prompt
prompt = result["prompt"]
assert "Continuing conversation on: Root" in prompt
assert "memory retrieval session" in prompt
@pytest.mark.asyncio
async def test_continue_conversation_without_topic(
client: AsyncClient,
entity_service,
search_service,
context_service,
entity_repository,
test_graph,
v2_project_url: str,
):
"""Test v2 continue_conversation without topic - should use recent activity."""
request_data = {"timeframe": "1d", "depth": 1, "related_items_limit": 2}
response = await client.post(
f"{v2_project_url}/prompt/continue-conversation", json=request_data
)
assert response.status_code == 200
result = response.json()
assert "Recent Activity" in result["context"]["topic"]
@pytest.mark.asyncio
async def test_search_prompt_endpoint(
client: AsyncClient, entity_service, search_service, test_graph, v2_project_url: str
):
"""Test the v2 search_prompt endpoint with real services."""
# Create request data
request_data = {
"query": "Root", # This should match our test entity
"timeframe": "7d",
}
# Call the endpoint
response = await client.post(f"{v2_project_url}/prompt/search", json=request_data)
# Verify response
assert response.status_code == 200
result = response.json()
assert "prompt" in result
assert "context" in result
# Check content of context
context = result["context"]
assert context["query"] == "Root"
assert context["timeframe"] == "7d"
assert context["has_results"] is True
assert len(context["results"]) > 0
# Check content of prompt
prompt = result["prompt"]
assert 'Search Results for: "Root"' in prompt
assert "This is a memory search session" in prompt
@pytest.mark.asyncio
async def test_search_prompt_no_results(
client: AsyncClient, entity_service, search_service, v2_project_url: str
):
"""Test the v2 search_prompt endpoint with a query that returns no results."""
# Create request data with a query that shouldn't match anything
request_data = {"query": "NonExistentQuery12345", "timeframe": "7d"}
# Call the endpoint
response = await client.post(f"{v2_project_url}/prompt/search", json=request_data)
# Verify response
assert response.status_code == 200
result = response.json()
# Check content of context
context = result["context"]
assert context["query"] == "NonExistentQuery12345"
assert context["has_results"] is False
assert len(context["results"]) == 0
# Check content of prompt
prompt = result["prompt"]
assert 'Search Results for: "NonExistentQuery12345"' in prompt
assert "I couldn't find any results for this query" in prompt
assert "Opportunity to Capture Knowledge" in prompt
@pytest.mark.asyncio
async def test_error_handling(client: AsyncClient, monkeypatch, v2_project_url: str):
"""Test error handling in v2 endpoints by breaking the template loader."""
# Patch the template loader to raise an exception
def mock_render(*args, **kwargs):
raise Exception("Template error")
# Apply the patch
monkeypatch.setattr("basic_memory.api.template_loader.TemplateLoader.render", mock_render)
# Test continue_conversation error handling
response = await client.post(
f"{v2_project_url}/prompt/continue-conversation",
json={"topic": "test error", "timeframe": "7d"},
)
assert response.status_code == 500
assert "detail" in response.json()
assert "Template error" in response.json()["detail"]
# Test search_prompt error handling
response = await client.post(
f"{v2_project_url}/prompt/search", json={"query": "test error", "timeframe": "7d"}
)
assert response.status_code == 500
assert "detail" in response.json()
assert "Template error" in response.json()["detail"]
@pytest.mark.asyncio
async def test_v2_prompt_endpoints_use_project_id_not_name(
client: AsyncClient, test_project: Project
):
"""Verify v2 prompt endpoints require project ID, not name."""
# Try using project name instead of ID - should fail
response = await client.post(
f"/v2/projects/{test_project.name}/prompt/continue-conversation",
json={"topic": "test", "timeframe": "7d"},
)
# Should get validation error or 404 because name is not a valid integer
assert response.status_code in [404, 422]
# Also test search endpoint
response = await client.post(
f"/v2/projects/{test_project.name}/prompt/search",
json={"query": "test", "timeframe": "7d"},
)
assert response.status_code in [404, 422]
@pytest.mark.asyncio
async def test_prompt_invalid_project_id(client: AsyncClient):
"""Test prompt endpoints with invalid project ID return 404."""
# Test continue-conversation
response = await client.post(
"/v2/projects/999999/prompt/continue-conversation",
json={"topic": "test", "timeframe": "7d"},
)
assert response.status_code == 404
# Test search
response = await client.post(
"/v2/projects/999999/prompt/search",
json={"query": "test", "timeframe": "7d"},
)
assert response.status_code == 404
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"""Tests for V2 resource API routes (ID-based endpoints)."""
import pytest
from httpx import AsyncClient
from basic_memory.models import Project
from basic_memory.schemas.v2.resource import ResourceResponse
@pytest.mark.asyncio
async def test_create_resource(
client: AsyncClient,
test_project: Project,
v2_project_url: str,
):
"""Test creating a new resource via v2 POST endpoint."""
create_data = {
"file_path": "test-resources/test-file.md",
"content": "# Test Resource\n\nThis is test content.",
}
response = await client.post(
f"{v2_project_url}/resource",
json=create_data,
)
assert response.status_code == 200
result = ResourceResponse.model_validate(response.json())
# V2 must return entity_id
assert result.entity_id is not None
assert isinstance(result.entity_id, int)
assert result.file_path == "test-resources/test-file.md"
assert result.checksum is not None
@pytest.mark.asyncio
async def test_create_resource_duplicate_fails(
client: AsyncClient,
test_project: Project,
v2_project_url: str,
):
"""Test that creating a resource at an existing path returns 409."""
create_data = {
"file_path": "duplicate-test.md",
"content": "First version",
}
# Create first time - should succeed
response = await client.post(f"{v2_project_url}/resource", json=create_data)
assert response.status_code == 200
# Try to create again - should fail with 409
response = await client.post(f"{v2_project_url}/resource", json=create_data)
assert response.status_code == 409
assert "already exists" in response.json()["detail"]
@pytest.mark.asyncio
async def test_get_resource_by_id(
client: AsyncClient,
test_project: Project,
v2_project_url: str,
):
"""Test getting resource content by entity ID."""
# First create a resource
test_content = "# Test Resource\n\nThis is test content."
create_data = {
"file_path": "test-get.md",
"content": test_content,
}
create_response = await client.post(f"{v2_project_url}/resource", json=create_data)
assert create_response.status_code == 200
created = ResourceResponse.model_validate(create_response.json())
# Now get it by entity ID
response = await client.get(f"{v2_project_url}/resource/{created.entity_id}")
assert response.status_code == 200
# Normalize line endings for cross-platform compatibility
assert test_content.replace("\n", "") in response.text.replace("\r\n", "").replace("\n", "")
@pytest.mark.asyncio
async def test_get_resource_not_found(
client: AsyncClient,
test_project: Project,
v2_project_url: str,
):
"""Test getting a non-existent resource returns 404."""
response = await client.get(f"{v2_project_url}/resource/999999")
assert response.status_code == 404
@pytest.mark.asyncio
async def test_update_resource(
client: AsyncClient,
test_project: Project,
v2_project_url: str,
):
"""Test updating resource content by entity ID."""
# Create a resource
create_data = {
"file_path": "test-update.md",
"content": "Original content",
}
create_response = await client.post(f"{v2_project_url}/resource", json=create_data)
assert create_response.status_code == 200
created = ResourceResponse.model_validate(create_response.json())
# Update it
update_data = {
"content": "Updated content",
}
response = await client.put(
f"{v2_project_url}/resource/{created.entity_id}",
json=update_data,
)
assert response.status_code == 200
result = ResourceResponse.model_validate(response.json())
assert result.entity_id == created.entity_id
assert result.file_path == "test-update.md"
# Verify content was updated
get_response = await client.get(f"{v2_project_url}/resource/{created.entity_id}")
assert "Updated content" in get_response.text
@pytest.mark.asyncio
async def test_update_resource_and_move(
client: AsyncClient,
test_project: Project,
v2_project_url: str,
):
"""Test updating resource content and moving it to a new path."""
# Create a resource
create_data = {
"file_path": "original-location.md",
"content": "Original content",
}
create_response = await client.post(f"{v2_project_url}/resource", json=create_data)
assert create_response.status_code == 200
created = ResourceResponse.model_validate(create_response.json())
# Update content and move file
update_data = {
"content": "Updated content in new location",
"file_path": "moved/new-location.md",
}
response = await client.put(
f"{v2_project_url}/resource/{created.entity_id}",
json=update_data,
)
assert response.status_code == 200
result = ResourceResponse.model_validate(response.json())
assert result.entity_id == created.entity_id
assert result.file_path == "moved/new-location.md"
# Verify content at new location
get_response = await client.get(f"{v2_project_url}/resource/{created.entity_id}")
assert "Updated content in new location" in get_response.text
@pytest.mark.asyncio
async def test_update_resource_not_found(
client: AsyncClient,
test_project: Project,
v2_project_url: str,
):
"""Test updating a non-existent resource returns 404."""
update_data = {
"content": "New content",
}
response = await client.put(
f"{v2_project_url}/resource/999999",
json=update_data,
)
assert response.status_code == 404
@pytest.mark.asyncio
async def test_create_resource_invalid_path(
client: AsyncClient,
test_project: Project,
v2_project_url: str,
):
"""Test creating a resource with path traversal attempt fails."""
create_data = {
"file_path": "../../../etc/passwd",
"content": "malicious content",
}
response = await client.post(f"{v2_project_url}/resource", json=create_data)
assert response.status_code == 400
assert "Invalid file path" in response.json()["detail"]
@pytest.mark.asyncio
async def test_update_resource_invalid_path(
client: AsyncClient,
test_project: Project,
v2_project_url: str,
):
"""Test updating a resource with path traversal attempt fails."""
# Create a valid resource first
create_data = {
"file_path": "valid.md",
"content": "Valid content",
}
create_response = await client.post(f"{v2_project_url}/resource", json=create_data)
assert create_response.status_code == 200
created = ResourceResponse.model_validate(create_response.json())
# Try to move it to an invalid path
update_data = {
"content": "Updated content",
"file_path": "../../../etc/passwd",
}
response = await client.put(
f"{v2_project_url}/resource/{created.entity_id}",
json=update_data,
)
assert response.status_code == 400
assert "Invalid file path" in response.json()["detail"]
@pytest.mark.asyncio
async def test_resource_invalid_project_id(
client: AsyncClient,
):
"""Test resource endpoints with invalid project ID return 404."""
# Test create
response = await client.post(
"/v2/projects/999999/resource",
json={"file_path": "test.md", "content": "test"},
)
assert response.status_code == 404
# Test get
response = await client.get("/v2/projects/999999/resource/1")
assert response.status_code == 404
# Test update
response = await client.put(
"/v2/projects/999999/resource/1",
json={"content": "test"},
)
assert response.status_code == 404
@pytest.mark.asyncio
async def test_v2_resource_endpoints_use_project_id_not_name(
client: AsyncClient, test_project: Project
):
"""Verify v2 resource endpoints require project ID, not name."""
# Try using project name instead of ID - should fail
response = await client.get(f"/v2/projects/{test_project.name}/resource/1")
# Should get validation error or 404 because name is not a valid integer
assert response.status_code in [404, 422]
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"""Tests for v2 search router endpoints."""
import pytest
from httpx import AsyncClient
from pathlib import Path
from basic_memory.models import Project
async def create_test_entity(
test_project, entity_data, entity_repository, search_service, file_service
):
"""Helper to create an entity with file and index it."""
# Create file
test_content = f"# {entity_data['title']}\n\nTest content"
file_path = Path(test_project.path) / entity_data["file_path"]
file_path.parent.mkdir(parents=True, exist_ok=True)
await file_service.write_file(file_path, test_content)
# Create entity
entity = await entity_repository.create(entity_data)
# Index for search
await search_service.index_entity(entity)
return entity
@pytest.mark.asyncio
async def test_search_entities(
client: AsyncClient,
test_project: Project,
v2_project_url: str,
entity_repository,
search_service,
file_service,
):
"""Test searching for entities."""
# Create a test entity
entity_data = {
"title": "Searchable Entity",
"entity_type": "note",
"content_type": "text/markdown",
"file_path": "searchable.md",
"checksum": "search123",
}
await create_test_entity(
test_project, entity_data, entity_repository, search_service, file_service
)
# Search for the entity
response = await client.post(f"{v2_project_url}/search/", json={"search_text": "Searchable"})
assert response.status_code == 200
data = response.json()
# Verify response structure
assert "results" in data
assert "current_page" in data
assert "page_size" in data
@pytest.mark.asyncio
async def test_search_with_pagination(
client: AsyncClient,
test_project: Project,
v2_project_url: str,
entity_repository,
search_service,
file_service,
):
"""Test search with pagination parameters."""
# Create multiple test entities
for i in range(5):
entity_data = {
"title": f"Search Entity {i}",
"entity_type": "note",
"content_type": "text/markdown",
"file_path": f"search_{i}.md",
"checksum": f"searchsum{i}",
}
await create_test_entity(
test_project, entity_data, entity_repository, search_service, file_service
)
# Search with pagination
response = await client.post(
f"{v2_project_url}/search/",
json={"search_text": "Search Entity"},
params={"page": 1, "page_size": 3},
)
assert response.status_code == 200
data = response.json()
assert data["current_page"] == 1
assert data["page_size"] == 3
@pytest.mark.asyncio
async def test_search_by_permalink(
client: AsyncClient,
test_project: Project,
v2_project_url: str,
entity_repository,
search_service,
file_service,
):
"""Test searching by permalink."""
# Create a test entity with permalink
entity_data = {
"title": "Permalink Search",
"entity_type": "note",
"content_type": "text/markdown",
"file_path": "permalink_search.md",
"checksum": "perm123",
"permalink": "permalink-search",
}
await create_test_entity(
test_project, entity_data, entity_repository, search_service, file_service
)
# Search by permalink
response = await client.post(
f"{v2_project_url}/search/", json={"permalink": "permalink-search"}
)
assert response.status_code == 200
data = response.json()
assert "results" in data
@pytest.mark.asyncio
async def test_search_by_title(
client: AsyncClient,
test_project: Project,
v2_project_url: str,
entity_repository,
search_service,
file_service,
):
"""Test searching by title."""
# Create a test entity
entity_data = {
"title": "Unique Title For Search",
"entity_type": "note",
"content_type": "text/markdown",
"file_path": "unique_title.md",
"checksum": "title123",
}
await create_test_entity(
test_project, entity_data, entity_repository, search_service, file_service
)
# Search by title
response = await client.post(f"{v2_project_url}/search/", json={"title": "Unique Title"})
assert response.status_code == 200
data = response.json()
assert "results" in data
@pytest.mark.asyncio
async def test_search_with_type_filter(
client: AsyncClient,
test_project: Project,
v2_project_url: str,
entity_repository,
search_service,
file_service,
):
"""Test searching with entity type filter."""
# Create test entities of different types
for entity_type in ["note", "document"]:
entity_data = {
"title": f"Type {entity_type}",
"entity_type": entity_type,
"content_type": "text/markdown",
"file_path": f"type_{entity_type}.md",
"checksum": f"type{entity_type}",
}
await create_test_entity(
test_project, entity_data, entity_repository, search_service, file_service
)
# Search with type filter
response = await client.post(
f"{v2_project_url}/search/", json={"search_text": "Type", "types": ["note"]}
)
assert response.status_code == 200
data = response.json()
assert "results" in data
@pytest.mark.asyncio
async def test_search_with_date_filter(
client: AsyncClient,
test_project: Project,
v2_project_url: str,
entity_repository,
search_service,
file_service,
):
"""Test searching with date filter."""
# Create a test entity
entity_data = {
"title": "Date Filtered",
"entity_type": "note",
"content_type": "text/markdown",
"file_path": "date_filtered.md",
"checksum": "date123",
}
await create_test_entity(
test_project, entity_data, entity_repository, search_service, file_service
)
# Search with date filter
response = await client.post(
f"{v2_project_url}/search/",
json={"search_text": "Date Filtered", "after_date": "2024-01-01T00:00:00Z"},
)
assert response.status_code == 200
data = response.json()
assert "results" in data
@pytest.mark.asyncio
async def test_search_empty_query(
client: AsyncClient,
test_project: Project,
v2_project_url: str,
):
"""Test search with empty query."""
response = await client.post(f"{v2_project_url}/search/", json={})
# Empty query should still be valid (returns all)
assert response.status_code in [200, 422]
@pytest.mark.asyncio
async def test_search_invalid_project_id(
client: AsyncClient,
):
"""Test searching with invalid project ID returns 404."""
response = await client.post("/v2/projects/999999/search/", json={"search_text": "test"})
assert response.status_code == 404
@pytest.mark.asyncio
async def test_reindex(
client: AsyncClient,
test_project: Project,
v2_project_url: str,
):
"""Test reindexing search index."""
response = await client.post(f"{v2_project_url}/search/reindex")
assert response.status_code == 200
data = response.json()
# Verify response structure
assert "status" in data
assert data["status"] == "ok"
assert "message" in data
@pytest.mark.asyncio
async def test_reindex_invalid_project_id(
client: AsyncClient,
):
"""Test reindexing with invalid project ID returns 404."""
response = await client.post("/v2/projects/999999/search/reindex")
assert response.status_code == 404
@pytest.mark.asyncio
async def test_v2_search_endpoints_use_project_id_not_name(
client: AsyncClient,
test_project: Project,
):
"""Test that v2 search endpoints reject string project names."""
# Try to use project name instead of ID - should fail
response = await client.post(f"/v2/{test_project.name}/search/", json={"search_text": "test"})
# FastAPI path validation should reject non-integer project_id
assert response.status_code in [404, 422]
@@ -55,7 +55,6 @@ def mock_api_client():
"default": False,
"old_project": None,
"new_project": {
"id": 1,
"name": "test-project",
"path": "/test-project",
"is_default": False,
-1
View File
@@ -116,7 +116,6 @@ def test_prompt_context_with_file_path_no_permalink():
# Create a mock context with a file that has no permalink (like a binary file)
test_entity = EntitySummary(
entity_id=1,
type="entity",
title="Test File",
permalink=None, # No permalink
+1 -20
View File
@@ -22,7 +22,6 @@ class TestDateTimeSerialization:
test_datetime = datetime(2023, 12, 8, 10, 30, 0)
entity = EntitySummary(
entity_id=1,
permalink="test/entity",
title="Test Entity",
file_path="test/entity.md",
@@ -42,8 +41,6 @@ class TestDateTimeSerialization:
test_datetime = datetime(2023, 12, 8, 15, 45, 30)
relation = RelationSummary(
relation_id=1,
entity_id=1,
title="Test Relation",
file_path="test/relation.md",
permalink="test/relation",
@@ -66,8 +63,6 @@ class TestDateTimeSerialization:
test_datetime = datetime(2023, 12, 8, 20, 15, 45)
observation = ObservationSummary(
observation_id=1,
entity_id=1,
title="Test Observation",
file_path="test/observation.md",
permalink="test/observation",
@@ -105,7 +100,6 @@ class TestDateTimeSerialization:
test_datetime = datetime(2023, 12, 8, 9, 30, 15)
entity = EntitySummary(
entity_id=1,
permalink="test/entity",
title="Test Entity",
file_path="test/entity.md",
@@ -113,8 +107,6 @@ class TestDateTimeSerialization:
)
observation = ObservationSummary(
observation_id=1,
entity_id=1,
title="Test Observation",
file_path="test/observation.md",
permalink="test/observation",
@@ -139,7 +131,6 @@ class TestDateTimeSerialization:
test_datetime = datetime(2023, 12, 8, 14, 20, 10)
entity = EntitySummary(
entity_id=1,
permalink="test/entity",
title="Test Entity",
file_path="test/entity.md",
@@ -168,7 +159,6 @@ class TestDateTimeSerialization:
test_datetime = datetime(2023, 12, 8, 10, 30, 0, 123456)
entity = EntitySummary(
entity_id=1,
permalink="test/entity",
title="Test Entity",
file_path="test/entity.md",
@@ -186,7 +176,6 @@ class TestDateTimeSerialization:
test_datetime = datetime(2023, 12, 8, 10, 30, 0)
entity = EntitySummary(
entity_id=1,
permalink="test/entity",
title="Test Entity",
file_path="test/entity.md",
@@ -223,16 +212,10 @@ class TestDateTimeSerialization:
if model_class == EntitySummary:
instance = model_class(
entity_id=1,
permalink="test",
title="Test",
file_path="test.md",
created_at=test_datetime,
permalink="test", title="Test", file_path="test.md", created_at=test_datetime
)
elif model_class == RelationSummary:
instance = model_class(
relation_id=1,
entity_id=1,
title="Test",
file_path="test.md",
permalink="test",
@@ -241,8 +224,6 @@ class TestDateTimeSerialization:
)
elif model_class == ObservationSummary:
instance = model_class(
observation_id=1,
entity_id=1,
title="Test",
file_path="test.md",
permalink="test",
+16 -15
View File
@@ -1486,11 +1486,12 @@ async def test_circuit_breaker_skips_after_three_failures(
# Create a file with malformed content that will fail to parse
await create_test_file(test_file, "invalid markdown content")
# Mock sync_markdown_file to always fail
async def mock_sync_markdown_file(*args, **kwargs):
# Mock sync_markdown_batch to always fail for all files in batch
async def mock_sync_markdown_batch(paths, new=True):
# Simulate batch failure - return (None, "") for each path
raise ValueError("Simulated sync failure")
with patch.object(sync_service, "sync_markdown_file", side_effect=mock_sync_markdown_file):
with patch.object(sync_service, "sync_markdown_batch", side_effect=mock_sync_markdown_batch):
# First sync - should fail and record (1/3)
report1 = await sync_service.sync(project_dir)
assert len(report1.skipped_files) == 0 # Not skipped yet
@@ -1545,15 +1546,15 @@ async def test_circuit_breaker_resets_on_file_change(
# Create initial failing content
await create_test_file(test_file, "initial bad content")
# Mock sync_markdown_file to fail
# Mock sync_markdown_batch to fail
call_count = 0
async def mock_sync_markdown_file(*args, **kwargs):
async def mock_sync_markdown_batch(paths, new=True):
nonlocal call_count
call_count += 1
call_count += len(paths)
raise ValueError("Simulated sync failure")
with patch.object(sync_service, "sync_markdown_file", side_effect=mock_sync_markdown_file):
with patch.object(sync_service, "sync_markdown_batch", side_effect=mock_sync_markdown_batch):
# Fail 3 times to hit circuit breaker threshold
await sync_service.sync(project_dir) # Fail 1
await touch_file(test_file) # Touch to trigger incremental scan
@@ -1670,8 +1671,8 @@ async def test_circuit_breaker_handles_checksum_computation_failure(
test_file = project_dir / "checksum_fail.md"
await create_test_file(test_file, "content")
# Mock sync_markdown_file to fail
async def mock_sync_markdown_file(*args, **kwargs):
# Mock sync_markdown_batch to fail
async def mock_sync_markdown_batch(paths, new=True):
raise ValueError("Sync failure")
# Mock checksum computation to fail only during _record_failure (not during scan)
@@ -1688,7 +1689,7 @@ async def test_circuit_breaker_handles_checksum_computation_failure(
raise IOError("Cannot read file")
with (
patch.object(sync_service, "sync_markdown_file", side_effect=mock_sync_markdown_file),
patch.object(sync_service, "sync_markdown_batch", side_effect=mock_sync_markdown_batch),
patch.object(
sync_service.file_service,
"compute_checksum",
@@ -1757,16 +1758,16 @@ async def test_sync_fatal_error_terminates_sync_immediately(
),
)
# Mock entity_service.create_entity_from_markdown to raise SyncFatalError on first file
# This simulates project being deleted during sync
async def mock_create_entity_from_markdown(*args, **kwargs):
# Mock entity_repository.upsert_entities to raise SyncFatalError
# This simulates project being deleted during batch sync
async def mock_upsert_entities(entities):
raise SyncFatalError(
"Cannot sync file 'file1.md': project_id=99999 does not exist in database. "
"Cannot sync entities: project_id=99999 does not exist in database. "
"The project may have been deleted. This sync will be terminated."
)
with patch.object(
entity_service, "create_entity_from_markdown", side_effect=mock_create_entity_from_markdown
sync_service.entity_repository, "upsert_entities", side_effect=mock_upsert_entities
):
# Sync should raise SyncFatalError and terminate immediately
with pytest.raises(SyncFatalError, match="project_id=99999 does not exist"):
Generated
+47 -2
View File
@@ -126,11 +126,11 @@ dependencies = [
{ name = "fastapi", extra = ["standard"] },
{ name = "fastmcp" },
{ name = "greenlet" },
{ name = "icecream" },
{ name = "logfire" },
{ name = "loguru" },
{ name = "markdown-it-py" },
{ name = "mcp" },
{ name = "nest-asyncio" },
{ name = "pillow" },
{ name = "pybars3" },
{ name = "pydantic", extra = ["email", "timezone"] },
@@ -153,6 +153,8 @@ dev = [
{ name = "freezegun" },
{ name = "gevent" },
{ name = "icecream" },
{ name = "nest-asyncio" },
{ name = "psycopg2-binary" },
{ name = "pytest" },
{ name = "pytest-asyncio" },
{ name = "pytest-cov" },
@@ -171,11 +173,11 @@ requires-dist = [
{ name = "fastapi", extras = ["standard"], specifier = ">=0.115.8" },
{ name = "fastmcp", specifier = ">=2.10.2" },
{ name = "greenlet", specifier = ">=3.1.1" },
{ name = "icecream", specifier = ">=2.1.3" },
{ name = "logfire", specifier = ">=0.73.0" },
{ name = "loguru", specifier = ">=0.7.3" },
{ name = "markdown-it-py", specifier = ">=3.0.0" },
{ name = "mcp", specifier = ">=1.2.0" },
{ name = "nest-asyncio", specifier = ">=1.6.0" },
{ name = "pillow", specifier = ">=11.1.0" },
{ name = "pybars3", specifier = ">=0.9.7" },
{ name = "pydantic", extras = ["email", "timezone"], specifier = ">=2.10.3" },
@@ -198,6 +200,8 @@ dev = [
{ name = "freezegun", specifier = ">=1.5.5" },
{ name = "gevent", specifier = ">=24.11.1" },
{ name = "icecream", specifier = ">=2.1.3" },
{ name = "nest-asyncio", specifier = ">=1.6.0" },
{ name = "psycopg2-binary", specifier = ">=2.9.0" },
{ name = "pytest", specifier = ">=8.3.4" },
{ name = "pytest-asyncio", specifier = ">=0.24.0" },
{ name = "pytest-cov", specifier = ">=4.1.0" },
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]
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