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88 Commits

Author SHA1 Message Date
phernandez 616c1f0710 feat: switch from Docker Hub to GitHub Container Registry
🏴 Fighting the power! No more $15/month Docker Hub fees.

- Use ghcr.io/basicmachines-co/basic-memory for container images
- Native GitHub integration with GITHUB_TOKEN (no external secrets)
- Update all documentation and examples to use GHCR
- Remove Docker Hub description update step (not needed for GHCR)
- Completely free solution for public repositories

Docker users can now:
docker pull ghcr.io/basicmachines-co/basic-memory:latest
2025-06-20 15:57:49 -05:00
Paul Hernandez 74847cc380 feat: implement Docker CI workflow for automated image publishing (#159)
Co-authored-by: Claude <noreply@anthropic.com>
2025-06-20 15:42:55 -05:00
phernandez d3b6c85184 docs: add v0.13.8 changelog entry
Documents recent fixes and features including:
- Docker container support with volume mounting
- #151: Reset command project configuration fix
- #148: MCP/CLI project state consistency fix
- FastMCP compatibility improvements
- Comprehensive integration testing

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-06-19 22:13:32 -05:00
Paul Hernandez af44941d5a fix: reset command now clears project configuration (#152)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: claude[bot] <209825114+claude[bot]@users.noreply.github.com>
Co-authored-by: Paul Hernandez <phernandez@users.noreply.github.com>
Co-authored-by: Claude <noreply@anthropic.com>
2025-06-19 21:55:50 -05:00
Paul Hernandez 35e4f73ae8 fix: resolve project state inconsistency between MCP and CLI (#149)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: claude[bot] <209825114+claude[bot]@users.noreply.github.com>
Co-authored-by: Paul Hernandez <phernandez@users.noreply.github.com>
2025-06-19 21:24:51 -05:00
Drew Cain 7be001ca68 fix: fastmcp deprecation warning (#150)
Signed-off-by: Drew Cain <groksrc@gmail.com>
Signed-off-by: Paul Hernandez <60959+phernandez@users.noreply.github.com>
Co-authored-by: Paul Hernandez <60959+phernandez@users.noreply.github.com>
2025-06-19 19:59:17 -05:00
Paul Hernandez 3269a2f33a feat: add Docker container support with volume mounting (#131)
Co-authored-by: claude[bot] <209825114+claude[bot]@users.noreply.github.com>
Co-authored-by: phernandez <phernandez@users.noreply.github.com>
Co-authored-by: Claude <noreply@anthropic.com>
2025-06-19 19:57:30 -05:00
Drew Cain b8191d090f chore: update version to 0.13.7 for v0.13.7 release 2025-06-18 22:32:53 -05:00
Drew Cain 2ce8a8e4b0 feat: Automatically update Homebrew
Signed-off-by: Drew Cain <groksrc@users.noreply.github.com>
2025-06-18 22:00:02 -05:00
Drew Cain f8099cd004 feat: Automatically update Homebrew (#147)
Signed-off-by: Drew Cain <groksrc@users.noreply.github.com>
2025-06-18 21:54:49 -05:00
phernandez 688e0b0971 chore: update version to 0.13.6 for v0.13.6 release 2025-06-18 17:58:56 -05:00
phernandez ed09ea4ec7 docs: add git sign-off reminder to CLAUDE.md
🤖 Generated with [Claude Code](https://claude.ai/code)

Co-Authored-By: Claude <noreply@anthropic.com>
2025-06-18 17:56:24 -05:00
phernandez c85d9f74d7 docs: add v0.13.6 changelog entry
🤖 Generated with [Claude Code](https://claude.ai/code)

Co-Authored-By: Claude <noreply@anthropic.com>
2025-06-18 17:55:21 -05:00
Paul Hernandez 84d2aaf641 fix: eliminate redundant database migration initialization (#146)
Co-authored-by: Claude <noreply@anthropic.com>
2025-06-18 17:32:20 -05:00
Paul Hernandez 7789864493 fix: add entity_type parameter to write_note MCP tool (#145)
Co-authored-by: claude[bot] <209825114+claude[bot]@users.noreply.github.com>
Co-authored-by: Paul Hernandez <phernandez@users.noreply.github.com>
Co-authored-by: Claude <noreply@anthropic.com>
2025-06-18 17:10:15 -05:00
Drew Cain c6215fd819 fix: UNIQUE constraint failed: entity.permalink issue #139 (#140)
Signed-off-by: Drew Cain <groksrc@users.noreply.github.com>
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: claude[bot] <209825114+claude[bot]@users.noreply.github.com>
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Co-authored-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude <noreply@anthropic.com>
2025-06-18 15:03:11 -05:00
Drew Cain b4c26a6133 fix: correct spelling error "Chose" to "Choose" in continue_conversation prompt (#141)
Co-authored-by: claude[bot] <209825114+claude[bot]@users.noreply.github.com>
Co-authored-by: Paul Hernandez <phernandez@users.noreply.github.com>
2025-06-17 22:15:14 -05:00
phernandez 3fdce683d7 Update README with new website and community links
- Add new main website: https://basicmemory.com
- Add Discord community: https://discord.gg/tyvKNccgqN
- Add YouTube channel: https://www.youtube.com/@basicmachines-co
- Reorganize links section for better clarity

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-06-15 10:37:24 -05:00
phernandez 782cb2df28 update README.md and CLAUDE.md docs
Signed-off-by: phernandez <paul@basicmachines.co>
2025-06-12 14:24:37 -05:00
phernandez 56c875f137 chore: update version to 0.13.5 for v0.13.5 release 2025-06-11 22:02:56 -05:00
phernandez 5049de7e2d docs: add changelog entry for v0.13.5
- Renamed create_project to create_memory_project for namespace isolation

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-06-11 22:01:10 -05:00
phernandez 49011768f7 fix: rename create_project to create_memory_project for namespace isolation
Continue the namespace isolation effort by renaming the create_project tool
to create_memory_project to avoid conflicts with other MCP servers.

Changes:
- Renamed @mcp.tool() decorator from 'create_project' to 'create_memory_project'
- Updated all test references to use the new tool name
- Tool functionality remains identical, only the name changed
- Part of broader effort to ensure Basic Memory tools have unique namespaced names

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-06-11 21:58:40 -05:00
phernandez bc3557f000 chore: update version to 0.13.4 for v0.13.4 release 2025-06-11 21:41:06 -05:00
phernandez 611f5cd305 docs: add changelog entry for v0.13.4
- Renamed list_projects to list_memory_projects for namespace isolation

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-06-11 21:39:20 -05:00
phernandez 4ea392d284 fix: rename list_projects to list_memory_projects to avoid naming conflicts
The tool name 'list_projects' was too generic and could conflict with other MCP servers.
Renamed to 'list_memory_projects' for better specificity and namespace isolation.

Changes:
- Renamed @mcp.tool() decorator from 'list_projects' to 'list_memory_projects'
- Updated all test references to use the new tool name
- Tool functionality remains identical, only the name changed

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-06-11 21:37:48 -05:00
phernandez d491757980 docs: add changelog entries for v0.13.2 and v0.13.3
- v0.13.2: automated release management system with version control
- v0.13.3: case-insensitive project switching bug fixes

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-06-11 19:33:48 -05:00
phernandez 7a69ca2c36 chore: update version to 0.13.3 for v0.13.3 release 2025-06-11 19:29:04 -05:00
phernandez 70a6ce3411 fix: resolve case-insensitive project switching issues
This commit fixes the persistent case-insensitive project switching bug
where switching to projects with different case variations would succeed
but subsequent operations would fail.

Key changes:
- Enhanced config manager with case-insensitive project lookup using permalinks
- Updated project management tools to handle both name and permalink matching
- Fixed API URL construction to use permalinks consistently
- Added comprehensive test coverage for case-insensitive operations
- Updated project service to support permalink-based lookups

The fix ensures that users can switch to projects using any case variation
(e.g., "personal", "Personal", "PERSONAL") and all subsequent operations
work correctly with the canonical project name.

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-06-11 19:26:27 -05:00
phernandez 5b69fd65cd fix: resolve case-insensitive project switching database lookup issue
Fix project switching bug where case-insensitive matching worked but
caused database lookup failures for subsequent operations.

**Problem:**
- switch_project('personal') succeeded (case-insensitive matching)
- get_current_project() failed with 'Project personal not found'
- Session stored user input case instead of canonical database name

**Solution:**
- Find project by permalink (case-insensitive) in switch_project
- Store canonical project name from database in session
- Use canonical name for all API calls and responses

**Test Coverage:**
- Added comprehensive case-insensitive project switching tests
- Added tests for case preservation in project listings
- Added tests for session state consistency after case switching
- Added error handling tests for non-existent projects

**Files Changed:**
- src/basic_memory/mcp/tools/project_management.py: Fixed switch_project logic
- test-int/mcp/test_project_management_integration.py: Added test coverage

**Test Cases Now Passing:**
-  switch_project('personal') → finds 'Personal' project
-  get_current_project() → works with canonical name
-  Project summary shows stats correctly
-  Case-insensitive matching for all case variations
-  Error handling for non-existent projects

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-06-11 18:19:17 -05:00
phernandez 85a178a6b8 chore: update version to 0.13.2 for v0.13.2 release 2025-06-11 17:09:57 -05:00
phernandez e4b32d7bc9 feat: add automated release management system
- Add version management in __init__.py
- Add justfile targets for release and beta automation
- Create Claude command documentation for /release and /beta
- Implement comprehensive quality checks and validation
- Support automated version updates and git tagging

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-06-11 17:06:23 -05:00
phernandez 9590b934cf Merge branch 'main' of github.com:basicmachines-co/basic-memory 2025-06-11 16:55:48 -05:00
phernandez 735f239f9b chore: update CHANGELOG.md for v0.13.1 release
Add changelog entry for v0.13.1 patch release documenting:
- Fixed CLI project management commands (#129)
- Resolved case sensitivity issues in project switching (#127)
- API endpoint standardization and improved error handling
- Consistent project name handling using permalinks

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-06-11 16:14:04 -05:00
Paul Hernandez 3ee30e1f36 fix: project cli commands and case sensitivity when switching projects (#130)
Signed-off-by: phernandez <paul@basicmachines.co>
2025-06-11 16:09:53 -05:00
phernandez ac401ea254 chore: prepare for v0.13.0 release by removing release notes file
The release notes content has been integrated into CHANGELOG.md.
Removing the standalone RELEASE_NOTES_v0.13.0.md file as it's no longer needed.

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-06-11 08:36:30 -05:00
phernandez fb2fd62ed9 fix: resolve type error and prepare for v0.13.0b6 release
- Add type ignore comment for MCP prompt function call
- Function works correctly at runtime despite false positive type error
- All quality checks now passing
2025-06-09 15:38:59 -05:00
phernandez 126d1655e6 fix: simplify versioning for release workflow
- Use static API version 'v0' instead of dynamic package version
- Remove version verification step in release workflow
- Dynamic versioning handled by uv-dynamic-versioning at build time
2025-06-09 15:25:20 -05:00
phernandez 2abf626c46 fix: resolve unused variable lint warnings in tests
- Remove unused variables in test mock functions
- Clean up test code per ruff linting rules
2025-06-09 15:15:05 -05:00
phernandez ba8e3d112d chore: update dependencies for beta release
- fastmcp 2.7.0 -> 2.7.1
- automated dependency updates
2025-06-09 00:48:48 -05:00
phernandez 7108a7baf1 fix: resolve sync race conditions and search errors
- Add IntegrityError handling in entity_service.create_entity_from_markdown for file_path/permalink constraint violations
- Add IntegrityError handling in sync_service.sync_regular_file for concurrent sync race conditions
- Fix FTS "unknown special query" error when searching for wildcard "*" patterns
- Add comprehensive test coverage for race condition edge cases and error handling
- Gracefully handle concurrent sync processes with fallback to update operations

Fixes sync errors from beta testing including:
- "UNIQUE constraint failed: entity.file_path"
- "UNIQUE constraint failed: entity.permalink"
- "unknown special query" FTS errors

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-06-08 15:20:27 -05:00
phernandez 35884ef3a7 fix: update MCP tool/prompt/resource calls to use .fn attribute
FastMCP library changes now require calling decorated functions via the .fn attribute:
- Tools: @mcp.tool() functions return FunctionTool, call with tool.fn()
- Prompts: @mcp.prompt() functions return FunctionPrompt, call with prompt.fn()
- Resources: @mcp.resource() functions return FunctionResource, call with resource.fn()

Updated core files:
- view_note.py: read_note() → read_note.fn()
- read_note.py: search_notes() → search_notes.fn() (2 locations)
- tool.py: 6 MCP tool calls updated to use .fn
- recent_activity.py: recent_activity() → recent_activity.fn()
- project.py: project_info() → project_info.fn() with type ignore

Updated 100+ test files systematically to use .fn attribute and fixed mock targets.

All 869 tests now pass. Fixes view_note tool error in Claude Desktop.

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-06-08 11:52:23 -05:00
phernandez 040be05a81 fix: normalize project names in config during startup
- Fix case sensitivity bug where config had "Personal" but database expected "personal"
- Add project name normalization in synchronize_projects() to use generate_permalink()
- Update config file with normalized names and log changes for user visibility
- Use proper permalink generation instead of hardcoded name.lower().replace()
- Add comprehensive tests for project name normalization scenarios

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-06-08 09:28:57 -05:00
phernandez c141d7d1e6 chore: update version to 0.13.0b5 for release 2025-06-05 17:08:07 -05:00
phernandez b73aeb5ed8 feat: add view_note tool for formatted artifacts
- Implement view_note tool for better note readability in Claude Desktop
- Display notes as formatted markdown artifacts with special instructions
- Extract titles from frontmatter or headings automatically
- Add comprehensive test suite with 100% coverage
- Include view_note in live testing plan and release notes

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-06-05 16:57:11 -05:00
phernandez 9a0e0bd82d add view_note tool
Signed-off-by: phernandez <paul@basicmachines.co>
2025-06-05 16:30:09 -05:00
phernandez 117fa44ecf fix project info stats tests
Signed-off-by: phernandez <paul@basicmachines.co>
2025-06-05 15:51:11 -05:00
phernandez 69d7610d47 test coverage 100%
Signed-off-by: phernandez <paul@basicmachines.co>
2025-06-05 13:07:20 -05:00
phernandez f608cd13f1 add justfile instead of Makefile, add ignores to test coverage
Signed-off-by: phernandez <paul@basicmachines.co>
2025-06-05 12:26:31 -05:00
phernandez 2162ad57fe all tests passing
Signed-off-by: phernandez <paul@basicmachines.co>
2025-06-05 11:13:40 -05:00
phernandez dd6ca80716 fix link_resolver tests
Signed-off-by: phernandez <paul@basicmachines.co>
2025-06-04 23:57:01 -05:00
phernandez ae3eeb0cc1 add tool prompting and doc updates for strict mode in edit/move, and sync_status tool
Signed-off-by: phernandez <paul@basicmachines.co>
2025-06-04 23:46:48 -05:00
phernandez 602c55fe90 only allow edit_note, move_note using strict identifier match
Signed-off-by: phernandez <paul@basicmachines.co>
2025-06-04 23:37:29 -05:00
phernandez 91bfe2dc92 add sync status tool
Signed-off-by: phernandez <paul@basicmachines.co>
2025-06-04 22:24:10 -05:00
phernandez a3cae1064d add background migration task and status tool/prompt
Signed-off-by: phernandez <paul@basicmachines.co>
2025-06-04 16:52:12 -05:00
phernandez c5c70cb0f4 improve validation for memory:// urls, add examples to build_context
Signed-off-by: phernandez <paul@basicmachines.co>
2025-06-04 00:16:33 -05:00
phernandez 80ec860a1c remove coverage files
Signed-off-by: phernandez <paul@basicmachines.co>
2025-06-03 23:14:07 -05:00
phernandez f64d5b2152 improve error messages for tools
Signed-off-by: phernandez <paul@basicmachines.co>
2025-06-03 23:12:59 -05:00
phernandez 69a625acd1 fix search escape issues, and empty forward reference resolving for entities
Signed-off-by: phernandez <paul@basicmachines.co>
2025-06-03 18:09:41 -05:00
phernandez 53c29a37ca fix: resolve FTS5 search syntax errors with special characters
Enhances search term preparation to handle special characters gracefully while preserving functionality:

- Improves FTS5 query preparation with targeted special character handling
- Preserves boolean operators (AND, OR, NOT) without modification
- Quotes problematic characters that cause syntax errors
- Maintains wildcard patterns for legitimate use cases
- Adds comprehensive error handling with graceful fallback

Includes extensive test coverage:
- 10 new test cases for various search scenarios
- Programming terms (C++, function(), email@domain.com) now searchable
- Malformed syntax handled without crashes
- Boolean and wildcard functionality preserved

Fixes search crashes when users enter queries containing special characters.

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-06-03 16:45:13 -05:00
phernandez d8c13bf1d3 fix project table unique constraint bug
Signed-off-by: phernandez <paul@basicmachines.co>
2025-06-03 14:23:15 -05:00
phernandez 3f70f5ed42 feat: add /project:test-live command for comprehensive real-world testing
Implements live testing suite that:
- Uses installed Basic Memory version via MCP
- Follows TESTING.md methodology systematically
- Records all observations in Basic Memory notes
- Tests all 5 phases: core, features, edge cases, workflows, stress
- Creates dedicated test project for isolation
- Documents bugs with reproduction steps
- Tracks performance metrics and UX insights
- Validates v0.13.0 features in real usage scenarios

This enables 'Basic Memory testing itself' - comprehensive integration
testing that creates living documentation of test results.

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-06-03 09:40:52 -05:00
phernandez 569a3de80b feat: add comprehensive custom Claude Code slash commands
Adds custom slash commands for streamlined development workflow:

Release Management (/project:release:*):
- beta - Create beta releases with automated quality checks
- release - Create stable releases with comprehensive validation
- release-check - Pre-flight validation without making changes
- changelog - Generate changelog entries from commits

Development (/project:*):
- test-coverage - Run tests with detailed coverage analysis
- lint-fix - Comprehensive code quality fixes with auto-repair
- check-health - Project health assessment and metrics

Commands are organized in .claude/commands/ directory following Claude Code
conventions and provide structured automation for common development tasks.

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-06-03 09:24:03 -05:00
phernandez ac08a8d024 fix: update FastMCP initialization for API changes
- Remove deprecated auth_server_provider parameter
- Use auth parameter correctly with OAuthProvider instead of AuthSettings
- Fixes type error after dependency updates

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-06-03 09:08:17 -05:00
phernandez c13d4b1511 chore: update dependencies via make update-deps
- Updated authlib and other dependencies to latest versions
- Includes setuptools import fix for runtime compatibility

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-06-03 08:53:56 -05:00
phernandez 5b85d33a99 fix: remove unused setuptools import causing runtime error
Fixes ModuleNotFoundError when basic-memory is installed in environments
without setuptools (common with uv tool installs)

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-06-03 08:52:30 -05:00
phernandez e2bd3142dc docs: remove working documentation files
Clean up development docs before v0.13.0 beta release

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-06-03 08:45:37 -05:00
phernandez 40b7de9168 docs: add comprehensive v0.13.0 changelog entry
🤖 Generated with [Claude Code](https://claude.ai/code)

Co-Authored-By: Claude <noreply@anthropic.com>
2025-06-03 08:43:54 -05:00
phernandez 455a280707 Merge branch 'main' of github.com:basicmachines-co/basic-memory 2025-06-03 08:31:42 -05:00
Paul Hernandez 634486107b feat: v0.13.0 pre (#122)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude <noreply@anthropic.com>
2025-06-03 01:00:40 -05:00
phernandez 23d34289fd Merge branch 'main' of github.com:basicmachines-co/basic-memory 2025-05-28 14:46:45 -05:00
Paul Hernandez 5ec4087f7c feat: Add Claude Code GitHub Workflow (#120)
Co-authored-by: Claude <noreply@anthropic.com>
2025-05-28 14:45:33 -05:00
phernandez 71941c35dd Merge branch 'main' of github.com:basicmachines-co/basic-memory 2025-05-25 10:07:54 -05:00
bm-claudeai 020957cd76 feat: Multi-project support, OAuth authentication, and major improvements (#119)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude <noreply@anthropic.com>
2025-05-25 10:07:34 -05:00
phernandez b3af6aa685 Merge branch 'main' of github.com:basicmachines-co/basic-memory 2025-04-17 11:12:18 -05:00
semantic-release 9437a5f83b chore(release): 0.12.3 [skip ci] 2025-04-17 16:04:31 +00:00
phernandez 3c1cc346df fix: modify recent_activity args to be strings instead of enums
Signed-off-by: phernandez <paul@basicmachines.co>
2025-04-17 10:56:46 -05:00
phernandez 81616ab42e update CLAUDE.md
Signed-off-by: phernandez <paul@basicmachines.co>
2025-04-17 10:56:46 -05:00
phernandez 321471f29d update CLAUDE.md
Signed-off-by: phernandez <paul@basicmachines.co>
2025-04-17 10:17:47 -05:00
phernandez 73ea91fe0d fix: add extra logic for permalink generation with mixed Latin unicode and Chinese characters
Signed-off-by: phernandez <paul@basicmachines.co>
2025-04-17 10:00:40 -05:00
andyxinweiminicloud 03d4e97b90 Fix: preserve Chinese characters in permalinks 2025-04-17 09:03:35 -05:00
Paul Hernandez 98622a7a47 Update README.md
fix example json for passing --project arg

Signed-off-by: Paul Hernandez <60959+phernandez@users.noreply.github.com>
2025-04-16 07:50:12 -05:00
Amadeusz Wieczorek 54dfa08aba Update name of function search_notes in error output (#92)
Signed-off-by: Amadeusz Wieczorek <git@amadeusw.com>
2025-04-14 11:06:15 -05:00
semantic-release 9433065a57 chore(release): 0.12.2 [skip ci] 2025-04-08 16:27:42 +00:00
Paul Hernandez 2934176331 fix: utf8 for all file reads/write/open instead of default platform encoding (#91)
Signed-off-by: phernandez <paul@basicmachines.co>
2025-04-08 10:55:01 -05:00
semantic-release ac89eb47cb chore(release): 0.12.1 [skip ci] 2025-04-07 22:47:23 +00:00
Paul Hernandez 78a3412bcf fix: run migrations and sync when starting mcp (#88) 2025-04-07 17:45:26 -05:00
Paul Hernandez fa314b5d2b Update README.md
Signed-off-by: Paul Hernandez <60959+phernandez@users.noreply.github.com>
2025-04-06 20:29:00 -05:00
Paul Hernandez d2ac62a27c Update README.md
Signed-off-by: Paul Hernandez <60959+phernandez@users.noreply.github.com>
2025-04-06 20:25:06 -05:00
284 changed files with 32686 additions and 10226 deletions
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# /project:check-health - Project Health Assessment
Comprehensive health check of the Basic Memory project including code quality, test coverage, dependencies, and documentation.
## Usage
```
/project:check-health
```
## Implementation
You are an expert DevOps engineer for the Basic Memory project. When the user runs `/project:check-health`, execute the following comprehensive assessment:
### Step 1: Git Repository Health
1. **Repository Status**
```bash
git status
git log --oneline -5
git branch -vv
```
- Check working directory status
- Verify branch alignment with remote
- Check recent commit activity
2. **Branch Analysis**
- Verify on main branch
- Check if ahead/behind remote
- Identify any untracked files
### Step 2: Code Quality Assessment
1. **Linting and Formatting**
```bash
uv run ruff check .
uv run pyright
```
- Count linting issues by severity
- Check type annotation coverage
- Verify code formatting compliance
2. **Test Suite Health**
```bash
uv run pytest --collect-only -q
uv run pytest --co -q | wc -l
```
- Count total tests
- Check for test discovery issues
- Verify test structure integrity
### Step 3: Dependency Analysis
1. **Dependency Health**
```bash
uv tree
uv lock --dry-run
```
- Check for dependency conflicts
- Identify outdated dependencies
- Verify lock file consistency
2. **Security Scan**
```bash
uv run pip-audit --desc
```
- Scan for known vulnerabilities
- Check dependency licenses
- Identify security advisories
### Step 4: Performance Metrics
1. **Test Performance**
```bash
uv run pytest --durations=10
```
- Identify slowest tests
- Check overall test execution time
- Monitor test suite growth
2. **Build Performance**
```bash
time uv run python -c "import basic_memory"
```
- Check import time
- Validate package installation
- Monitor startup performance
### Step 5: Documentation Health
1. **Documentation Coverage**
- Check README.md currency
- Verify CLI documentation
- Validate MCP tool documentation
- Check changelog completeness
2. **API Documentation**
- Verify docstring coverage
- Check type annotation completeness
- Validate example code
### Step 6: Project Metrics
1. **Code Statistics**
```bash
find src -name "*.py" | xargs wc -l
find tests -name "*.py" | xargs wc -l
```
- Lines of code trends
- Test-to-code ratio
- File organization metrics
## Health Report Format
Generate comprehensive health dashboard:
```
🏥 Basic Memory Project Health Report
📊 OVERALL HEALTH: 🟢 EXCELLENT (92/100)
🗂️ GIT REPOSITORY
✅ Clean working directory
✅ Up to date with origin/main
✅ Recent commit activity (5 commits this week)
🔍 CODE QUALITY
✅ Linting: 0 errors, 2 warnings
✅ Type checking: 100% coverage
✅ Formatting: Compliant
⚠️ Complex functions: 3 need refactoring
🧪 TEST SUITE
✅ Total tests: 744
✅ Test discovery: All tests found
✅ Coverage: 98.2%
⚡ Performance: 45.2s (good)
📦 DEPENDENCIES
✅ Dependencies: Up to date
✅ Security: No vulnerabilities
✅ Conflicts: None detected
⚠️ Outdated: 2 minor updates available
📖 DOCUMENTATION
✅ README: Current
✅ API docs: 95% coverage
⚠️ CLI reference: Needs update
✅ Changelog: Complete
📈 METRICS
├── Source code: 15,432 lines
├── Test code: 8,967 lines
├── Test ratio: 58% (excellent)
└── Complexity: Low (maintainable)
🎯 RECOMMENDATIONS:
1. Update CLI documentation
2. Refactor 3 complex functions
3. Update minor dependencies
4. Consider splitting large test files
🏆 PROJECT STATUS: Ready for v0.13.0 release!
```
## Health Scoring
### Excellent (90-100)
- All quality gates pass
- High test coverage (>95%)
- No security issues
- Documentation current
### Good (75-89)
- Minor issues present
- Good test coverage (>90%)
- No critical security issues
- Most documentation current
### Needs Attention (60-74)
- Several quality issues
- Adequate test coverage (>80%)
- Minor security concerns
- Documentation gaps
### Critical (<60)
- Major quality problems
- Low test coverage (<80%)
- Security vulnerabilities
- Significant documentation issues
## Context
- Provides comprehensive project overview
- Identifies potential issues before they become problems
- Tracks project health trends over time
- Helps prioritize maintenance tasks
- Supports release readiness decisions
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# Basic Memory Custom Commands
This directory contains custom Claude Code slash commands for the Basic Memory project.
## Available Commands
### Release Management (`/project:release:*`)
- `/project:release:beta` - Create beta releases with automated quality checks
- `/project:release:release` - Create stable releases with comprehensive validation
- `/project:release:release-check` - Pre-flight validation without making changes
- `/project:release:changelog` - Generate changelog entries from commits
### Development (`/project:*`)
- `/project:test-coverage` - Run tests with detailed coverage analysis
- `/project:test-live` - Live testing suite using real Basic Memory installation
- `/project:lint-fix` - Run comprehensive linting with auto-fix
- `/project:check-health` - Comprehensive project health assessment
## Command Structure
Commands are organized by functionality:
```
.claude/commands/
├── release/ # Release management commands
│ ├── beta.md # /project:release:beta
│ ├── release.md # /project:release:release
│ ├── release-check.md # /project:release:release-check
│ └── changelog.md # /project:release:changelog
├── test-coverage.md # /project:test-coverage
├── test-live.md # /project:test-live
├── lint-fix.md # /project:lint-fix
├── check-health.md # /project:check-health
└── commands.md # This overview file
```
## Usage
Commands are invoked using the `/project:` prefix:
- `/project:release:beta v0.13.0b4`
- `/project:test-coverage mcp`
- `/project:test-live core`
- `/project:release:release-check`
- `/project:check-health`
## Implementation
Each command is implemented as a Markdown file containing structured prompts that:
1. Validate preconditions
2. Execute steps in the correct order
3. Handle errors gracefully
4. Provide clear status updates
5. Return actionable results
## Tooling Integration
Commands leverage existing project tooling:
- `just check` - Quality checks
- `just test` - Test suite
- `just update-deps` - Dependency updates
- `uv` - Package management
- `git` - Version control
- GitHub Actions - CI/CD pipeline
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# /project:lint-fix - Comprehensive Code Quality Fix
Run comprehensive linting and auto-fix code quality issues across the codebase.
## Usage
```
/project:lint-fix
```
## Implementation
You are an expert code quality engineer for the Basic Memory project. When the user runs `/project:lint-fix`, execute the following steps:
### Step 1: Pre-flight Check
1. **Verify Clean Working Directory**
```bash
git status --porcelain
```
- Check for uncommitted changes
- Warn if working directory is not clean
- Suggest stashing changes if needed
### Step 2: Import Organization
1. **Fix Import Order and Cleanup**
```bash
uv run ruff check --select I --fix .
```
- Sort imports by category (standard, third-party, local)
- Remove unused imports
- Fix import spacing and organization
### Step 3: Code Formatting
1. **Apply Consistent Formatting**
```bash
uv run ruff format .
```
- Format code according to project style
- Fix line length issues (100 chars max)
- Standardize quotes and spacing
### Step 4: Linting with Auto-fix
1. **Fix Linting Issues**
```bash
uv run ruff check --fix .
```
- Auto-fix safe linting issues
- Report any remaining manual fixes needed
- Focus on code quality and best practices
### Step 5: Type Checking
1. **Validate Type Annotations**
```bash
uv run pyright
```
- Check for type errors
- Report any missing type annotations
- Validate type compatibility
### Step 6: Report Generation
Generate comprehensive quality report:
```
🔧 Code Quality Fix Report
✅ FIXES APPLIED:
├── Import organization: 12 files updated
├── Code formatting: 8 files reformatted
├── Auto-fixable lint issues: 23 issues resolved
└── Total files processed: 156
⚠️ MANUAL ATTENTION NEEDED:
├── Type annotations missing in entity_service.py:45
├── Complex function needs refactoring in sync_service.py:123
└── Unused variable in test_utils.py:67
🎯 QUALITY SCORE: 96.2% (excellent)
📁 Run `git diff` to review all changes
```
## Error Handling
### Common Issues
- **Merge Conflicts**: Provide resolution guidance
- **Syntax Errors**: Point to specific files and lines
- **Type Errors**: Suggest specific fixes
- **Import Errors**: Check for missing dependencies
### Recovery Steps
- If auto-fixes introduce issues, provide rollback instructions
- If type checking fails, suggest incremental fixes
- If tests break, provide debugging guidance
## Quality Gates
### Must Pass
- [ ] All auto-fixable lint issues resolved
- [ ] Code formatting consistent
- [ ] No syntax errors
- [ ] Import organization clean
### Should Pass (Warnings)
- [ ] No type checking errors
- [ ] No complex function warnings
- [ ] No unused variables/imports
- [ ] Consistent naming conventions
## Output Examples
### Successful Fix
```
🎉 CODE QUALITY IMPROVED!
✅ All auto-fixes applied successfully
📏 Code formatting: 100% compliant
🔍 Linting: No issues found
🏷️ Type checking: All passed
Ready for commit! Use:
git add -A && git commit -m "style: fix code quality issues"
```
### Issues Requiring Attention
```
⚠️ PARTIAL SUCCESS - MANUAL FIXES NEEDED
✅ Auto-fixes applied: 45 issues
❌ Manual fixes needed: 3 issues
Priority fixes:
1. Fix type annotation in services/entity_service.py:142
2. Simplify complex function in sync/sync_service.py:67
3. Remove unused import in tests/conftest.py:12
Run these commands:
# Fix specific file
uv run pyright src/basic_memory/services/entity_service.py
```
## Context
- Uses ruff for fast Python linting and formatting
- Uses pyright for type checking
- Follows project code style guidelines (100 char line length)
- Maintains backward compatibility
- Integrates with existing pre-commit hooks
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# /beta - Create Beta Release
Create a new beta release using the automated justfile target with quality checks and tagging.
## Usage
```
/beta <version>
```
**Parameters:**
- `version` (required): Beta version like `v0.13.2b1` or `v0.13.2rc1`
## Implementation
You are an expert release manager for the Basic Memory project. When the user runs `/beta`, execute the following steps:
### Step 1: Pre-flight Validation
1. Verify version format matches `v\d+\.\d+\.\d+(b\d+|rc\d+)` pattern
2. Check current git status for uncommitted changes
3. Verify we're on the `main` branch
4. Confirm no existing tag with this version
### Step 2: Use Justfile Automation
Execute the automated beta release process:
```bash
just beta <version>
```
The justfile target handles:
- ✅ Beta version format validation (supports b1, b2, rc1, etc.)
- ✅ Git status and branch checks
- ✅ Quality checks (`just check` - lint, format, type-check, tests)
- ✅ Version update in `src/basic_memory/__init__.py`
- ✅ Automatic commit with proper message
- ✅ Tag creation and pushing to GitHub
- ✅ Beta release workflow trigger
### Step 3: Monitor Beta Release
1. Check GitHub Actions workflow starts successfully
2. Monitor workflow at: https://github.com/basicmachines-co/basic-memory/actions
3. Verify PyPI pre-release publication
4. Test beta installation: `uv tool install basic-memory --pre`
### Step 4: Beta Testing Instructions
Provide users with beta testing instructions:
```bash
# Install/upgrade to beta
uv tool install basic-memory --pre
# Or upgrade existing installation
uv tool upgrade basic-memory --prerelease=allow
```
## Version Guidelines
- **First beta**: `v0.13.2b1`
- **Subsequent betas**: `v0.13.2b2`, `v0.13.2b3`, etc.
- **Release candidates**: `v0.13.2rc1`, `v0.13.2rc2`, etc.
- **Final release**: `v0.13.2` (use `/release` command)
## Error Handling
- If `just beta` fails, examine the error output for specific issues
- If quality checks fail, fix issues and retry
- If version format is invalid, correct and retry
- If tag already exists, increment version number
## Success Output
```
✅ Beta Release v0.13.2b1 Created Successfully!
🏷️ Tag: v0.13.2b1
🚀 GitHub Actions: Running
📦 PyPI: Will be available in ~5 minutes as pre-release
Install/test with:
uv tool install basic-memory --pre
Monitor release: https://github.com/basicmachines-co/basic-memory/actions
```
## Beta Testing Workflow
1. **Create beta**: Use `/beta v0.13.2b1`
2. **Test features**: Install and validate new functionality
3. **Fix issues**: Address bugs found during testing
4. **Iterate**: Create `v0.13.2b2` if needed
5. **Release candidate**: Create `v0.13.2rc1` when stable
6. **Final release**: Use `/release v0.13.2` when ready
## Context
- Beta releases are pre-releases for testing new features
- Automatically published to PyPI with pre-release flag
- Uses the automated justfile target for consistency
- Version is automatically updated in `__init__.py`
- Ideal for validating changes before stable release
- Supports both beta (b1, b2) and release candidate (rc1, rc2) versions
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# /changelog - Generate or Update Changelog Entry
Analyze commits and generate formatted changelog entry for a version.
## Usage
```
/changelog <version> [type]
```
**Parameters:**
- `version` (required): Version like `v0.13.0` or `v0.13.0b4`
- `type` (optional): `beta`, `rc`, or `stable` (default: `stable`)
## Implementation
You are an expert technical writer for the Basic Memory project. When the user runs `/changelog`, execute the following steps:
### Step 1: Version Analysis
1. **Determine Commit Range**
```bash
# Find last release tag
git tag -l "v*" --sort=-version:refname | grep -v "b\|rc" | head -1
# Get commits since last release
git log --oneline ${last_tag}..HEAD
```
2. **Parse Conventional Commits**
- Extract feat: (features)
- Extract fix: (bug fixes)
- Extract BREAKING CHANGE: (breaking changes)
- Extract chore:, docs:, test: (other improvements)
### Step 2: Categorize Changes
1. **Features (feat:)**
- New MCP tools
- New CLI commands
- New API endpoints
- Major functionality additions
2. **Bug Fixes (fix:)**
- User-facing bug fixes
- Critical issues resolved
- Performance improvements
- Security fixes
3. **Technical Improvements**
- Test coverage improvements
- Code quality enhancements
- Dependency updates
- Documentation updates
4. **Breaking Changes**
- API changes
- Configuration changes
- Behavior changes
- Migration requirements
### Step 3: Generate Changelog Entry
Create formatted entry following existing CHANGELOG.md style:
```markdown
## v0.13.0 (2025-06-03)
### Features
- **Multi-Project Management System** - Switch between projects instantly during conversations
([`993e88a`](https://github.com/basicmachines-co/basic-memory/commit/993e88a))
- Instant project switching with session context
- Project-specific operations and isolation
- Project discovery and management tools
- **Advanced Note Editing** - Incremental editing with append, prepend, find/replace, and section operations
([`6fc3904`](https://github.com/basicmachines-co/basic-memory/commit/6fc3904))
- `edit_note` tool with multiple operation types
- Smart frontmatter-aware editing
- Validation and error handling
### Bug Fixes
- **#118**: Fix YAML tag formatting to follow standard specification
([`2dc7e27`](https://github.com/basicmachines-co/basic-memory/commit/2dc7e27))
- **#110**: Make --project flag work consistently across CLI commands
([`02dd91a`](https://github.com/basicmachines-co/basic-memory/commit/02dd91a))
### Technical Improvements
- **Comprehensive Testing** - 100% test coverage with integration testing
([`468a22f`](https://github.com/basicmachines-co/basic-memory/commit/468a22f))
- MCP integration test suite
- End-to-end testing framework
- Performance and edge case validation
### Breaking Changes
- **Database Migration**: Automatic migration from per-project to unified database.
Data will be re-index from the filesystem, resulting in no data loss.
- **Configuration Changes**: Projects now synced between config.json and database
- **Full Backward Compatibility**: All existing setups continue to work seamlessly
```
### Step 4: Integration
1. **Update CHANGELOG.md**
- Insert new entry at top
- Maintain consistent formatting
- Include commit links and issue references
2. **Validation**
- Check all major changes are captured
- Verify commit links work
- Ensure issue numbers are correct
## Smart Analysis Features
### Automatic Classification
- Detect feature additions from file changes
- Identify bug fixes from commit messages
- Find breaking changes from code analysis
- Extract issue numbers from commit messages
### Content Enhancement
- Add context for technical changes
- Include migration guidance for breaking changes
- Suggest installation/upgrade instructions
- Link to relevant documentation
## Output Format
### For Beta Releases
```markdown
## v0.13.0b4 (2025-06-03)
### Beta Changes Since v0.13.0b3
- Fix FastMCP API compatibility issues
- Update dependencies to latest versions
- Resolve setuptools import error
### Installation
```bash
uv tool install basic-memory --prerelease=allow
```
### Known Issues
- [List any known issues for beta testing]
```
### For Stable Releases
Full changelog with complete feature list, organized by impact and category.
## Context
- Follows existing CHANGELOG.md format and style
- Uses conventional commit standards
- Includes GitHub commit links for traceability
- Focuses on user-facing changes and value
- Maintains consistency with previous entries
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# /release-check - Pre-flight Release Validation
Comprehensive pre-flight check for release readiness without making any changes.
## Usage
```
/release-check [version]
```
**Parameters:**
- `version` (optional): Version to validate like `v0.13.0`. If not provided, determines from context.
## Implementation
You are an expert QA engineer for the Basic Memory project. When the user runs `/release-check`, execute the following validation steps:
### Step 1: Environment Validation
1. **Git Status Check**
- Verify working directory is clean
- Confirm on `main` branch
- Check if ahead/behind origin
2. **Version Validation**
- Validate version format if provided
- Check for existing tags with same version
- Verify version increments properly from last release
### Step 2: Code Quality Gates
1. **Test Suite Validation**
```bash
just test
```
- All tests must pass
- Check test coverage (target: 95%+)
- Validate no skipped critical tests
2. **Code Quality Checks**
```bash
just lint
just type-check
```
- No linting errors
- No type checking errors
- Code formatting is consistent
### Step 3: Documentation Validation
1. **Changelog Check**
- CHANGELOG.md contains entry for target version
- Entry includes all major features and fixes
- Breaking changes are documented
2. **Documentation Currency**
- README.md reflects current functionality
- CLI reference is up to date
- MCP tools are documented
### Step 4: Dependency Validation
1. **Security Scan**
- No known vulnerabilities in dependencies
- All dependencies are at appropriate versions
- No conflicting dependency versions
2. **Build Validation**
- Package builds successfully
- All required files are included
- No missing dependencies
### Step 5: Issue Tracking Validation
1. **GitHub Issues Check**
- No critical open issues blocking release
- All milestone issues are resolved
- High-priority bugs are fixed
2. **Testing Coverage**
- Integration tests pass
- MCP tool tests pass
- Cross-platform compatibility verified
## Report Format
Generate a comprehensive report:
```
🔍 Release Readiness Check for v0.13.0
✅ PASSED CHECKS:
├── Git status clean
├── On main branch
├── All tests passing (744/744)
├── Test coverage: 98.2%
├── Type checking passed
├── Linting passed
├── CHANGELOG.md updated
└── No critical issues open
⚠️ WARNINGS:
├── 2 medium-priority issues still open
└── Documentation could be updated
❌ BLOCKING ISSUES:
└── None found
🎯 RELEASE READINESS: ✅ READY
Recommended next steps:
1. Address warnings if desired
2. Run `/release v0.13.0` when ready
```
## Validation Criteria
### Must Pass (Blocking)
- [ ] All tests pass
- [ ] No type errors
- [ ] No linting errors
- [ ] Working directory clean
- [ ] On main branch
- [ ] CHANGELOG.md has version entry
- [ ] No critical open issues
### Should Pass (Warnings)
- [ ] Test coverage >95%
- [ ] No medium-priority open issues
- [ ] Documentation up to date
- [ ] No dependency vulnerabilities
## Context
- This is a read-only validation - makes no changes
- Provides confidence before running actual release
- Helps identify issues early in release process
- Can be run multiple times safely
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# /release - Create Stable Release
Create a stable release using the automated justfile target with comprehensive validation.
## Usage
```
/release <version>
```
**Parameters:**
- `version` (required): Release version like `v0.13.2`
## Implementation
You are an expert release manager for the Basic Memory project. When the user runs `/release`, execute the following steps:
### Step 1: Pre-flight Validation
1. Verify version format matches `v\d+\.\d+\.\d+` pattern
2. Check current git status for uncommitted changes
3. Verify we're on the `main` branch
4. Confirm no existing tag with this version
#### Documentation Validation
1. **Changelog Check**
- CHANGELOG.md contains entry for target version
- Entry includes all major features and fixes
- Breaking changes are documented
### Step 2: Use Justfile Automation
Execute the automated release process:
```bash
just release <version>
```
The justfile target handles:
- ✅ Version format validation
- ✅ Git status and branch checks
- ✅ Quality checks (`just check` - lint, format, type-check, tests)
- ✅ Version update in `src/basic_memory/__init__.py`
- ✅ Automatic commit with proper message
- ✅ Tag creation and pushing to GitHub
- ✅ Release workflow trigger
### Step 3: Monitor Release Process
1. Check that GitHub Actions workflow starts successfully
2. Monitor workflow completion at: https://github.com/basicmachines-co/basic-memory/actions
3. Verify PyPI publication
4. Test installation: `uv tool install basic-memory`
### Step 4: Post-Release Validation
1. Verify GitHub release is created automatically
2. Check PyPI publication
3. Validate release assets
4. Update any post-release documentation
## Pre-conditions Check
Before starting, verify:
- [ ] All beta testing is complete
- [ ] Critical bugs are fixed
- [ ] Breaking changes are documented
- [ ] CHANGELOG.md is updated (if needed)
- [ ] Version number follows semantic versioning
## Error Handling
- If `just release` fails, examine the error output for specific issues
- If quality checks fail, fix issues and retry
- If changelog entry missing, update CHANGELOG.md and commit before retrying
- If GitHub Actions fail, check workflow logs for debugging
## Success Output
```
🎉 Stable Release v0.13.2 Created Successfully!
🏷️ Tag: v0.13.2
📋 GitHub Release: https://github.com/basicmachines-co/basic-memory/releases/tag/v0.13.2
📦 PyPI: https://pypi.org/project/basic-memory/0.13.2/
🚀 GitHub Actions: Completed
Install with:
uv tool install basic-memory
Users can now upgrade:
uv tool upgrade basic-memory
```
## Context
- This creates production releases used by end users
- Must pass all quality gates before proceeding
- Uses the automated justfile target for consistency
- Version is automatically updated in `__init__.py`
- Triggers automated GitHub release with changelog
- Leverages uv-dynamic-versioning for package version management
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# /test-coverage - Run Tests with Coverage Analysis
Execute test suite with comprehensive coverage reporting and analysis.
## Usage
```
/test-coverage [pattern]
```
**Parameters:**
- `pattern` (optional): Test pattern to run specific tests (e.g., `test_mcp`, `*integration*`)
## Implementation
You are an expert QA engineer for the Basic Memory project. When the user runs `/test-coverage`, execute the following steps:
### Step 1: Test Execution
1. **Run Tests with Coverage**
```bash
# Full test suite
uv run pytest --cov=basic_memory --cov-report=html --cov-report=term -v
# Or with pattern if provided
uv run pytest tests/*{pattern}* --cov=basic_memory --cov-report=html --cov-report=term -v
```
2. **Generate Coverage Reports**
- Terminal summary with percentages
- HTML report for detailed analysis
- Identify files below coverage threshold
### Step 2: Coverage Analysis
1. **Summary Statistics**
- Overall coverage percentage
- Number of files with 100% coverage
- Files below 95% threshold
- Total lines covered/missed
2. **Detailed Breakdown**
- Coverage by module/package
- Identify untested code paths
- Find missing edge case tests
### Step 3: Report Generation
Generate comprehensive coverage report:
```
🧪 Test Coverage Report
📊 OVERALL COVERAGE: 98.2% (target: 95%+)
✅ EXCELLENT COVERAGE (>95%):
├── basic_memory/mcp/: 99.1%
├── basic_memory/services/: 98.8%
├── basic_memory/repository/: 97.9%
└── basic_memory/api/: 96.2%
⚠️ NEEDS ATTENTION (<95%):
├── basic_memory/sync/: 94.1% (missing 12 lines)
└── basic_memory/importers/: 91.8% (missing 23 lines)
🎯 SPECIFIC GAPS:
├── sync_service.py:142-145 (error handling)
├── importer_base.py:67-70 (edge case)
└── file_utils.py:89 (exception path)
📁 HTML Report: htmlcov/index.html
🚀 Run `open htmlcov/index.html` to view detailed report
```
### Step 4: Actionable Recommendations
1. **Coverage Improvements**
- Suggest specific tests to add
- Identify edge cases to cover
- Recommend integration tests
2. **Quality Insights**
- Highlight well-tested modules
- Point out testing patterns to follow
- Suggest refactoring for testability
## Advanced Analysis
### Performance Metrics
- Test execution time by module
- Slowest tests identification
- Coverage collection overhead
### Integration Coverage
- MCP tool integration tests
- API endpoint coverage
- Database operation coverage
- File system operation coverage
## Output Examples
### Full Coverage Success
```
🎉 EXCELLENT COVERAGE!
📊 Coverage: 98.7% (744 tests passed)
✅ All modules above 95% threshold
🏆 23 files with 100% coverage
⚡ Tests completed in 45.2s
Ready for release! 🚀
```
### Coverage Issues Found
```
⚠️ COVERAGE GAPS DETECTED
📊 Coverage: 92.1% (below 95% target)
❌ 3 modules need attention
🔍 43 uncovered lines found
Priority fixes:
1. Add tests for error handling in sync_service.py
2. Cover edge cases in importer_base.py
3. Test exception paths in file_utils.py
Run specific tests:
uv run pytest tests/sync/ -v
```
## Context
- Uses pytest with coverage plugin
- Generates both terminal and HTML reports
- Focuses on actionable improvement suggestions
- Integrates with existing test infrastructure
- Helps maintain high code quality standards
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# /project:test-live - Live Basic Memory Testing Suite
Execute comprehensive real-world testing of Basic Memory using the installed version, following the methodology in TESTING.md. All test results are recorded as notes in a dedicated test project.
## Usage
```
/project:test-live [phase]
```
**Parameters:**
- `phase` (optional): Specific test phase to run (`core`, `features`, `edge`, `workflows`, `stress`, or `all`)
## Implementation
You are an expert QA engineer conducting live testing of Basic Memory.
When the user runs `/project:test-live`, execute comprehensive testing following the TESTING.md methodology:
### Pre-Test Setup
1. **Environment Verification**
- Verify basic-memory is installed and accessible via MCP
- Check version and confirm it's the expected release
- Test MCP connection and tool availability
2. **Test Project Creation**
Run the bash `date` command to get the current date/time.
```
Create project: "basic-memory-testing-[timestamp]"
Location: ~/basic-memory-testing-[timestamp]
Purpose: Record all test observations and results
```
Make sure to switch to the newly created project with the `switch_project()` tool.
3. **Baseline Documentation**
Create initial test session note with:
- Test environment details
- Version being tested
- Test objectives and scope
- Start timestamp
### Phase 1: Core Functionality Validation
Test all fundamental MCP tools systematically:
**write_note Tests:**
- Basic note creation with various content types
- Frontmatter handling (tags, custom fields)
- Special characters in titles and content
- Unicode and emoji support
- Empty notes and minimal content
**read_note Tests:**
- Read by title, permalink, memory:// URLs
- Non-existent notes (error handling)
- Notes with complex formatting
- Performance with large notes
**view_note Tests:**
- View notes as formatted artifacts (Claude Desktop)
- Title extraction from frontmatter and headings
- Unicode and emoji content in artifacts
- Error handling for non-existent notes
- Artifact display quality and readability
**search_notes Tests:**
- Simple text queries
- Tag-based searches
- Boolean operators and complex queries
- Empty/no results scenarios
- Performance with growing knowledge base
**Recent Activity Tests:**
- Various timeframes ("today", "1 week", "1d")
- Type filtering (if available)
- Empty project scenarios
- Performance with many recent changes
**Context Building Tests:**
- Different depth levels (1, 2, 3+)
- Various timeframes
- Relation traversal accuracy
- Performance with complex graphs
### Phase 2: v0.13.0 Feature Deep Dive
**Project Management:**
- Create multiple projects dynamically
- Switch between projects mid-conversation
- Cross-project operations
- Project discovery and status
- Default project behavior
- Invalid project handling
**Advanced Note Editing:**
- `edit_note` with append operations
- Prepend operations
- Find/replace with validation
- Section replacement under headers
- Error scenarios (invalid operations)
- Frontmatter preservation
**File Management:**
- `move_note` within same project
- Move between projects
- Automatic folder creation
- Special characters in paths
- Database consistency validation
- Search index updates after moves
### Phase 3: Edge Case Exploration
**Boundary Testing:**
- Very long titles and content (stress limits)
- Empty projects and notes
- Unicode, emojis, special symbols
- Deeply nested folder structures
- Circular relations and self-references
- Maximum relation depths
**Error Scenarios:**
- Invalid memory:// URLs
- Missing files referenced in database
- Invalid project names and paths
- Malformed note structures
- Concurrent operation conflicts
**Performance Testing:**
- Create 100+ notes rapidly
- Complex search queries
- Deep relation chains (5+ levels)
- Rapid successive operations
- Memory usage monitoring
### Phase 4: Real-World Workflow Scenarios
**Meeting Notes Pipeline:**
1. Create meeting notes with action items
2. Extract action items using edit_note
3. Build relations to project documents
4. Update progress incrementally
5. Search and track completion
**Research Knowledge Building:**
1. Create research topic hierarchy
2. Build complex relation networks
3. Add incremental findings over time
4. Search for connections and patterns
5. Reorganize as knowledge evolves
**Multi-Project Workflow:**
1. Technical documentation project
2. Personal recipe collection project
3. Learning/course notes project
4. Switch contexts during conversation
5. Cross-reference related concepts
**Content Evolution:**
1. Start with basic notes
2. Enhance with relations and observations
3. Reorganize file structure using moves
4. Update content with edit operations
5. Validate knowledge graph integrity
### Phase 5: Creative Stress Testing
**Creative Exploration:**
- Rapid project creation/switching patterns
- Unusual but valid markdown structures
- Creative observation categories
- Novel relation types and patterns
- Unexpected tool combinations
**Stress Scenarios:**
- Bulk operations (many notes quickly)
- Complex nested moves and edits
- Deep context building
- Complex boolean search expressions
- Resource constraint testing
## Test Observation Format
Record ALL observations immediately as Basic Memory notes:
```markdown
---
title: Test Session [Phase] YYYY-MM-DD HH:MM
tags: [testing, v0.13.0, live-testing, [phase]]
permalink: test-session-[phase]-[timestamp]
---
# Test Session [Phase] - [Date/Time]
## Environment
- Basic Memory version: [version]
- MCP connection: [status]
- Test project: [name]
- Phase focus: [description]
## Test Results
### ✅ Successful Operations
- [timestamp] write_note: Created note with emoji title 📝 #functionality
- [timestamp] search_notes: Boolean query returned 23 results in 0.4s #performance
- [timestamp] edit_note: Append operation preserved frontmatter #reliability
### ⚠️ Issues Discovered
- [timestamp] move_note: Slow with deep folder paths (2.1s) #performance
- [timestamp] search_notes: Unicode query returned unexpected results #bug
- [timestamp] project switch: Context lost for memory:// URLs #issue
### 🚀 Enhancements Identified
- edit_note could benefit from preview mode #ux-improvement
- search_notes needs fuzzy matching for typos #feature-idea
- move_note could auto-suggest folder creation #usability
### 📊 Performance Metrics
- Average write_note time: 0.3s
- Search with 100+ notes: 0.6s
- Project switch overhead: 0.1s
- Memory usage: [observed levels]
## Relations
- tests [[Basic Memory v0.13.0]]
- part_of [[Live Testing Suite]]
- found_issues [[Bug Report: Unicode Search]]
- discovered [[Performance Optimization Opportunities]]
```
## Quality Assessment Areas
**User Experience & Usability:**
- Tool instruction clarity and examples
- Error message actionability
- Response time acceptability
- Tool consistency and discoverability
- Learning curve and intuitiveness
**System Behavior:**
- Context preservation across operations
- memory:// URL navigation reliability
- Multi-step workflow cohesion
- Edge case graceful handling
- Recovery from user errors
**Documentation Alignment:**
- Tool output clarity and helpfulness
- Behavior vs. documentation accuracy
- Example validity and usefulness
- Real-world vs. documented workflows
**Mental Model Validation:**
- Natural user expectation alignment
- Surprising behavior identification
- Mistake recovery ease
- Knowledge graph concept naturalness
**Performance & Reliability:**
- Operation completion times
- Consistency across sessions
- Scaling behavior with growth
- Unexpected slowness identification
## Error Documentation Protocol
For each error discovered:
1. **Immediate Recording**
- Create dedicated error note
- Include exact reproduction steps
- Capture error messages verbatim
- Note system state when error occurred
2. **Error Note Format**
```markdown
---
title: Bug Report - [Short Description]
tags: [bug, testing, v0.13.0, [severity]]
---
# Bug Report: [Description]
## Reproduction Steps
1. [Exact steps to reproduce]
2. [Include all parameters used]
3. [Note any special conditions]
## Expected Behavior
[What should have happened]
## Actual Behavior
[What actually happened]
## Error Messages
```
[Exact error text]
```
## Environment
- Version: [version]
- Project: [name]
- Timestamp: [when]
## Severity
- [ ] Critical (blocks major functionality)
- [ ] High (impacts user experience)
- [ ] Medium (workaround available)
- [ ] Low (minor inconvenience)
## Relations
- discovered_during [[Test Session [Phase]]]
- affects [[Feature Name]]
```
## Success Metrics Tracking
**Quantitative Measures:**
- Test scenario completion rate
- Bug discovery count with severity
- Performance benchmark establishment
- Tool coverage completeness
**Qualitative Measures:**
- Conversation flow naturalness
- Knowledge graph quality
- User experience insights
- System reliability assessment
## Test Execution Flow
1. **Setup Phase** (5 minutes)
- Verify environment and create test project
- Record baseline system state
- Establish performance benchmarks
2. **Core Testing** (15-20 minutes per phase)
- Execute test scenarios systematically
- Record observations immediately
- Note timestamps for performance tracking
- Explore variations when interesting behaviors occur
3. **Documentation** (5 minutes per phase)
- Create phase summary note
- Link related test observations
- Update running issues list
- Record enhancement ideas
4. **Analysis Phase** (10 minutes)
- Review all observations across phases
- Identify patterns and trends
- Create comprehensive summary report
- Generate development recommendations
## Expected Outcomes
**System Validation:**
- v0.13.0 feature verification in real usage
- Edge case discovery beyond unit tests
- Performance baseline establishment
- Bug identification with reproduction cases
**Knowledge Base Creation:**
- Comprehensive testing documentation
- Real usage examples for user guides
- Edge case scenarios for future testing
- Performance insights for optimization
**Development Insights:**
- Prioritized bug fix list
- Enhancement ideas from real usage
- Architecture validation results
- User experience improvement areas
## Post-Test Deliverables
1. **Test Summary Note**
- Overall results and findings
- Critical issues requiring immediate attention
- Enhancement opportunities discovered
- System readiness assessment
2. **Bug Report Collection**
- All discovered issues with reproduction steps
- Severity and impact assessments
- Suggested fixes where applicable
3. **Performance Baseline**
- Timing data for all operations
- Scaling behavior observations
- Resource usage patterns
4. **UX Improvement Recommendations**
- Usability enhancement suggestions
- Documentation improvement areas
- Tool design optimization ideas
5. **Updated TESTING.md**
- Incorporate new test scenarios discovered
- Update based on real execution experience
- Add performance benchmarks and targets
## Context
- Uses installed basic-memory version (not development)
- Tests complete MCP→API→DB→File stack
- Creates living documentation in Basic Memory itself
- Follows integration over isolation philosophy
- Focuses on real usage patterns over checklist validation
- Generates actionable insights for development team
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@@ -0,0 +1,60 @@
# Git files
.git/
.gitignore
.gitattributes
# Development files
.vscode/
.idea/
*.swp
*.swo
*~
# Testing files
tests/
test-int/
.pytest_cache/
.coverage
htmlcov/
# Build artifacts
build/
dist/
*.egg-info/
__pycache__/
*.pyc
*.pyo
*.pyd
.Python
# Virtual environments (uv creates these during build)
.venv/
venv/
.env
# CI/CD files
.github/
# Documentation (keep README.md and pyproject.toml)
docs/
CHANGELOG.md
CLAUDE.md
CONTRIBUTING.md
# Example files not needed for runtime
examples/
# Local development files
.basic-memory/
*.db
*.sqlite3
# OS files
.DS_Store
Thumbs.db
# Temporary files
tmp/
temp/
*.tmp
*.log
-16
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@@ -1,16 +0,0 @@
name: Claude Code Integration
on:
issue_comment:
types: [ created ]
pull_request_review_comment:
types: [ created ]
jobs:
claude-integration:
uses: basicmachines-co/claude-code-github-action/.github/workflows/claude-full.yml@v0.11.0
with:
issue-label: 'claude-fix' # Optional: customize the trigger label
secrets:
ANTHROPIC_API_KEY: ${{ secrets.ANTHROPIC_API_KEY }}
PERSONAL_ACCESS_TOKEN: ${{ secrets.CLAUDE_TOKEN }}
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@@ -0,0 +1,114 @@
name: Claude Code
on:
issue_comment:
types: [created]
pull_request_review_comment:
types: [created]
issues:
types: [opened, assigned]
pull_request_review:
types: [submitted]
jobs:
claude:
if: |
(github.event_name == 'issue_comment' && contains(github.event.comment.body, '@claude')) ||
(github.event_name == 'pull_request_review_comment' && contains(github.event.comment.body, '@claude')) ||
(github.event_name == 'pull_request_review' && contains(github.event.review.body, '@claude')) ||
(github.event_name == 'issues' && (contains(github.event.issue.body, '@claude') || contains(github.event.issue.title, '@claude')))
runs-on: ubuntu-latest
permissions:
contents: read
pull-requests: read
issues: read
id-token: write
steps:
- name: Check user permissions
id: check_membership
uses: actions/github-script@v7
with:
script: |
let actor;
if (context.eventName === 'issue_comment') {
actor = context.payload.comment.user.login;
} else if (context.eventName === 'pull_request_review_comment') {
actor = context.payload.comment.user.login;
} else if (context.eventName === 'pull_request_review') {
actor = context.payload.review.user.login;
} else if (context.eventName === 'issues') {
actor = context.payload.issue.user.login;
}
console.log(`Checking permissions for user: ${actor}`);
// List of explicitly allowed users (organization members)
const allowedUsers = [
'phernandez',
'groksrc',
'nellins',
'bm-claudeai'
];
if (allowedUsers.includes(actor)) {
console.log(`User ${actor} is in the allowed list`);
core.setOutput('is_member', true);
return;
}
// Fallback: Check if user has repository permissions
try {
const collaboration = await github.rest.repos.getCollaboratorPermissionLevel({
owner: context.repo.owner,
repo: context.repo.repo,
username: actor
});
const permission = collaboration.data.permission;
console.log(`User ${actor} has permission level: ${permission}`);
// Allow if user has push access or higher (write, maintain, admin)
const allowed = ['write', 'maintain', 'admin'].includes(permission);
core.setOutput('is_member', allowed);
if (!allowed) {
core.notice(`User ${actor} does not have sufficient repository permissions (has: ${permission})`);
}
} catch (error) {
console.log(`Error checking permissions: ${error.message}`);
// Final fallback: Check if user is a public member of the organization
try {
const membership = await github.rest.orgs.getMembershipForUser({
org: 'basicmachines-co',
username: actor
});
const allowed = membership.data.state === 'active';
core.setOutput('is_member', allowed);
if (!allowed) {
core.notice(`User ${actor} is not a public member of basicmachines-co organization`);
}
} catch (membershipError) {
console.log(`Error checking organization membership: ${membershipError.message}`);
core.setOutput('is_member', false);
core.notice(`User ${actor} does not have access to this repository`);
}
}
- name: Checkout repository
if: steps.check_membership.outputs.is_member == 'true'
uses: actions/checkout@v4
with:
fetch-depth: 1
- name: Run Claude Code
if: steps.check_membership.outputs.is_member == 'true'
id: claude
uses: anthropics/claude-code-action@beta
with:
anthropic_api_key: ${{ secrets.ANTHROPIC_API_KEY }}
allowed_tools: Bash(uv run pytest),Bash(uv run ruff check . --fix),Bash(uv run ruff format .),Bash(uv run pyright),Bash(just test),Bash(just lint),Bash(just format),Bash(just type-check),Bash(just check),Read,Write,Edit,MultiEdit,Glob,Grep,LS
+53
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@@ -0,0 +1,53 @@
name: Dev Release
on:
push:
branches: [main]
workflow_dispatch: # Allow manual triggering
jobs:
dev-release:
runs-on: ubuntu-latest
permissions:
id-token: write
contents: write
steps:
- uses: actions/checkout@v4
with:
fetch-depth: 0
- name: Set up Python
uses: actions/setup-python@v5
with:
python-version: "3.12"
- name: Install uv
run: |
pip install uv
- name: Install dependencies and build
run: |
uv venv
uv sync
uv build
- name: Check if this is a dev version
id: check_version
run: |
VERSION=$(uv run python -c "import basic_memory; print(basic_memory.__version__)")
echo "version=$VERSION" >> $GITHUB_OUTPUT
if [[ "$VERSION" == *"dev"* ]]; then
echo "is_dev=true" >> $GITHUB_OUTPUT
echo "Dev version detected: $VERSION"
else
echo "is_dev=false" >> $GITHUB_OUTPUT
echo "Release version detected: $VERSION, skipping dev release"
fi
- name: Publish dev version to PyPI
if: steps.check_version.outputs.is_dev == 'true'
uses: pypa/gh-action-pypi-publish@release/v1
with:
password: ${{ secrets.PYPI_TOKEN }}
skip-existing: true # Don't fail if version already exists
+61
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@@ -0,0 +1,61 @@
name: Docker Image CI
on:
push:
tags:
- 'v*' # Trigger on version tags like v1.0.0, v0.13.0, etc.
workflow_dispatch: # Allow manual triggering for testing
env:
REGISTRY: ghcr.io
IMAGE_NAME: basicmachines-co/basic-memory
jobs:
docker:
runs-on: ubuntu-latest
permissions:
contents: read
packages: write
steps:
- name: Checkout repository
uses: actions/checkout@v4
with:
fetch-depth: 0
- name: Set up Docker Buildx
uses: docker/setup-buildx-action@v3
with:
platforms: linux/amd64,linux/arm64
- name: Log in to GitHub Container Registry
uses: docker/login-action@v3
with:
registry: ${{ env.REGISTRY }}
username: ${{ github.actor }}
password: ${{ secrets.GITHUB_TOKEN }}
- name: Extract metadata
id: meta
uses: docker/metadata-action@v5
with:
images: ${{ env.REGISTRY }}/${{ env.IMAGE_NAME }}
tags: |
type=ref,event=branch
type=ref,event=pr
type=semver,pattern={{version}}
type=semver,pattern={{major}}.{{minor}}
type=raw,value=latest,enable={{is_default_branch}}
- name: Build and push Docker image
uses: docker/build-push-action@v5
with:
context: .
file: ./Dockerfile
platforms: linux/amd64,linux/arm64
push: true
tags: ${{ steps.meta.outputs.tags }}
labels: ${{ steps.meta.outputs.labels }}
cache-from: type=gha
cache-to: type=gha,mode=max
+51 -65
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@@ -1,96 +1,82 @@
name: Release
on:
workflow_dispatch:
inputs:
version_type:
description: 'Type of version bump (major, minor, patch)'
required: true
default: 'patch'
type: choice
options:
- patch
- minor
- major
push:
tags:
- 'v*' # Trigger on version tags like v1.0.0, v0.13.0, etc.
jobs:
release:
runs-on: ubuntu-latest
concurrency: release
permissions:
id-token: write
contents: write
outputs:
released: ${{ steps.release.outputs.released }}
tag: ${{ steps.release.outputs.tag }}
steps:
- uses: actions/checkout@v4
with:
fetch-depth: 0
- name: Python Semantic Release
id: release
uses: python-semantic-release/python-semantic-release@master
with:
github_token: ${{ secrets.GITHUB_TOKEN }}
- name: Publish to PyPI
uses: pypa/gh-action-pypi-publish@release/v1
if: steps.release.outputs.released == 'true'
with:
password: ${{ secrets.PYPI_TOKEN }}
- name: Publish to GitHub Release Assets
uses: python-semantic-release/publish-action@v9.8.9
if: steps.release.outputs.released == 'true'
with:
github_token: ${{ secrets.GITHUB_TOKEN }}
tag: ${{ steps.release.outputs.tag }}
build-macos:
needs: release
if: needs.release.outputs.released == 'true'
runs-on: macos-latest
steps:
- uses: actions/checkout@v4
with:
ref: ${{ needs.release.outputs.tag }}
- name: Set up Python "3.12"
uses: actions/setup-python@v4
- name: Set up Python
uses: actions/setup-python@v5
with:
python-version: "3.12"
cache: 'pip'
- name: Install librsvg
run: brew install librsvg
- name: Install uv
run: |
pip install uv
- name: Create virtual env
- name: Install dependencies and build
run: |
uv venv
- name: Install dependencies
run: |
uv sync
uv build
- name: Build macOS installer
- name: Verify build succeeded
run: |
make installer-mac
xattr -dr com.apple.quarantine "installer/build/Basic Memory Installer.app"
# Verify that build artifacts exist
ls -la dist/
echo "Build completed successfully"
- name: Zip macOS installer
run: |
cd installer/build
zip -ry "Basic-Memory-Installer-${{ needs.release.outputs.tag }}.zip" "Basic Memory Installer.app"
- name: Upload macOS installer
uses: softprops/action-gh-release@v1
- name: Create GitHub Release
uses: softprops/action-gh-release@v2
with:
files: installer/build/Basic-Memory-Installer-${{ needs.release.outputs.tag }}.zip
tag_name: ${{ needs.release.outputs.tag }}
files: |
dist/*.whl
dist/*.tar.gz
generate_release_notes: true
tag_name: ${{ github.ref_name }}
token: ${{ secrets.GITHUB_TOKEN }}
- name: Publish to PyPI
uses: pypa/gh-action-pypi-publish@release/v1
with:
password: ${{ secrets.PYPI_TOKEN }}
homebrew:
name: Update Homebrew Formula
needs: release
runs-on: ubuntu-latest
permissions:
contents: write
actions: read
steps:
- name: Update Homebrew formula
uses: mislav/bump-homebrew-formula-action@v3
with:
# Formula name in homebrew-basic-memory repo
formula-name: basic-memory
# The tap repository
homebrew-tap: basicmachines-co/homebrew-basic-memory
# Base branch of the tap repository
base-branch: main
# Download URL will be automatically constructed from the tag
download-url: https://github.com/basicmachines-co/basic-memory/archive/refs/tags/${{ github.ref_name }}.tar.gz
# Commit message for the formula update
commit-message: |
{{formulaName}} {{version}}
Created by https://github.com/basicmachines-co/basic-memory/actions/runs/${{ github.run_id }}
env:
# Personal Access Token with repo scope for homebrew-basic-memory repo
COMMITTER_TOKEN: ${{ secrets.HOMEBREW_TOKEN }}
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@@ -35,6 +35,10 @@ jobs:
run: |
pip install uv
- name: Install just
run: |
curl --proto '=https' --tlsv1.2 -sSf https://just.systems/install.sh | bash -s -- --to /usr/local/bin
- name: Create virtual env
run: |
uv venv
@@ -45,9 +49,9 @@ jobs:
- name: Run type checks
run: |
uv run make type-check
just type-check
- name: Run tests
run: |
uv pip install pytest pytest-cov
uv run make test
just test
+3 -2
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@@ -42,7 +42,7 @@ ENV/
# macOS
.DS_Store
/.coverage.*
.coverage.*
# obsidian docs:
/docs/.obsidian/
@@ -51,4 +51,5 @@ ENV/
# claude action
claude-output
claude-output
**/.claude/settings.local.json
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@@ -0,0 +1,14 @@
{
"mcpServers": {
"basic-memory": {
"command": "uv",
"args": [
"--directory",
"/Users/phernandez/dev/basicmachines/basic-memory",
"run",
"src/basic_memory/cli/main.py",
"mcp"
]
}
}
}
+479 -1
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@@ -1,5 +1,483 @@
# CHANGELOG
## v0.13.8 (2025-06-20)
### Features
- **Docker Container Support** - Complete Docker integration with volume mounting for Obsidian directories
([`3269a2f`](https://github.com/basicmachines-co/basic-memory/commit/3269a2f33a7595f6d9e5207924062e2542f46759))
- Docker Compose configuration for easy deployment
- Volume mounting for persistent data and Obsidian integration
- Comprehensive Docker documentation and setup guides
- Streamlined container-based workflow
### Bug Fixes
- **#151**: Fix reset command project configuration persistence issue
([`af44941`](https://github.com/basicmachines-co/basic-memory/commit/af44941d5aa57b5ad7fcc6af4ed700f49bdb6d4d))
- Reset command now properly clears project configuration from `~/.basic-memory/config.json`
- Eliminates issue where projects would be recreated after database reset
- Ensures clean slate when resetting Basic Memory installation
- **#148**: Resolve project state inconsistency between MCP and CLI
([`35e4f73`](https://github.com/basicmachines-co/basic-memory/commit/35e4f73ae8a65501da4d48258ed702f957184c92))
- Fix "Project not found" errors when switching default projects
- MCP session now automatically refreshes when project configuration changes
- Eliminates need to restart MCP server after project operations
- Ensures consistent project state across CLI and MCP interfaces
- **FastMCP Compatibility** - Resolve deprecation warnings for FastMCP integration
([`7be001c`](https://github.com/basicmachines-co/basic-memory/commit/7be001ca6834b3344bb6160cbe537b36bcbaa579))
- Update FastMCP usage patterns to eliminate deprecation warnings
- Improve future compatibility with FastMCP library updates
- Clean up entity repository and service layer code
### Technical Improvements
- **Comprehensive Integration Testing** - New test suites for critical user workflows
- Full integration tests for database reset functionality
- End-to-end project state synchronization testing
- Real MCP client-server communication validation
- Direct config file validation without complex mocking
- **Code Quality** - Enhanced error handling and validation
- Improved project state management across system components
- Better session refresh patterns for configuration changes
- Streamlined Docker setup with reduced image size
### Documentation
- **Docker Integration Guide** - Complete documentation for container deployment
- Step-by-step Docker Compose setup instructions
- Volume mounting configuration for Obsidian workflows
- Container-based development environment setup
## v0.13.7 (2025-06-19)
### Bug Fixes
- **Homebrew Integration** - Automatic Homebrew formula updates
- **Documentation** - Add git sign-off reminder to development guide
## v0.13.6 (2025-06-18)
### Bug Fixes
- **Custom Entity Types** - Support for custom entity types in write_note
([`7789864`](https://github.com/basicmachines-co/basic-memory/commit/77898644933589c2da9bdd60571d54137a5309ed))
- Fixed `entity_type` parameter for `write_note` MCP tool to respect value passed in
- Frontmatter `type` field automatically respected when no explicit parameter provided
- Maintains backward compatibility with default "note" type
- **#139**: Fix "UNIQUE constraint failed: entity.permalink" database error
([`c6215fd`](https://github.com/basicmachines-co/basic-memory/commit/c6215fd819f9564ead91cf3a950f855241446096))
- Implement SQLAlchemy UPSERT strategy to handle permalink conflicts gracefully
- Eliminates crashes when creating notes with existing titles in same folders
- Seamlessly updates existing entities instead of failing with constraint errors
- **Database Migration Performance** - Eliminate redundant migration initialization
([`84d2aaf`](https://github.com/basicmachines-co/basic-memory/commit/84d2aaf6414dd083af4b0df73f6c8139b63468f6))
- Fix duplicate migration calls that slowed system startup
- Improve performance with multiple projects (tested with 28+ projects)
- Add migration deduplication safeguards with comprehensive test coverage
- **User Experience** - Correct spelling error in continue_conversation prompt
([`b4c26a6`](https://github.com/basicmachines-co/basic-memory/commit/b4c26a613379e6f2ba655efe3d7d8d40c27999e5))
- Fix "Chose a folder" → "Choose a folder" in MCP prompt instructions
- Improve grammar and clarity in user-facing prompt text
### Documentation
- **Website Updates** - Add new website and community links to README
([`3fdce68`](https://github.com/basicmachines-co/basic-memory/commit/3fdce683d7ad8b6f4855d7138d5ff2136d4c07bc))
- **Project Documentation** - Update README.md and CLAUDE.md with latest project information
([`782cb2d`](https://github.com/basicmachines-co/basic-memory/commit/782cb2df28803482d209135a054e67cc32d7363e))
### Technical Improvements
- **Comprehensive Test Coverage** - Add extensive test suites for new features
- Custom entity type validation with 8 new test scenarios
- UPSERT behavior testing with edge case coverage
- Migration deduplication testing with 6 test scenarios
- Database constraint handling validation
- **Code Quality** - Enhanced error handling and validation
- Improved SQLAlchemy patterns with modern UPSERT operations
- Better conflict resolution strategies for entity management
- Strengthened database consistency guarantees
### Performance
- **Database Operations** - Faster startup and improved scalability
- Reduced migration overhead for multi-project setups
- Optimized conflict resolution for entity creation
- Enhanced performance with growing knowledge bases
### Migration Guide
This release includes automatic database improvements. No manual migration required:
- Existing notes and entity types continue working unchanged
- New `entity_type` parameter is optional and backward compatible
- Database performance improvements apply automatically
- All existing MCP tool behavior preserved
### Installation
```bash
# Latest stable release
uv tool install basic-memory
# Update existing installation
uv tool upgrade basic-memory
```
## v0.13.5 (2025-06-11)
### Bug Fixes
- **MCP Tools**: Renamed `create_project` tool to `create_memory_project` for namespace isolation
- **Namespace**: Continued namespace isolation effort to prevent conflicts with other MCP servers
### Changes
- Tool functionality remains identical - only the name changed from `create_project` to `create_memory_project`
- All integration tests updated to use the new tool name
- Completes namespace isolation for project management tools alongside `list_memory_projects`
## v0.13.4 (2025-06-11)
### Bug Fixes
- **MCP Tools**: Renamed `list_projects` tool to `list_memory_projects` to avoid naming conflicts with other MCP servers
- **Namespace**: Improved tool naming specificity for better MCP server integration and isolation
### Changes
- Tool functionality remains identical - only the name changed from `list_projects` to `list_memory_projects`
- All integration tests updated to use the new tool name
- Better namespace isolation for Basic Memory MCP tools
## v0.13.3 (2025-06-11)
### Bug Fixes
- **Projects**: Fixed case-insensitive project switching where switching succeeded but subsequent operations failed due to session state inconsistency
- **Config**: Enhanced config manager with case-insensitive project lookup using permalink-based matching
- **MCP Tools**: Updated project management tools to store canonical project names from database instead of user input
- **API**: Improved project service to handle both name and permalink lookups consistently
### Technical Improvements
- Added comprehensive case-insensitive project switching test coverage with 5 new integration test scenarios
- Fixed permalink generation inconsistencies where different case inputs could generate different permalinks
- Enhanced project URL construction to use permalinks consistently across all API calls
- Improved error handling and session state management for project operations
### Changes
- Project switching now preserves canonical project names from database in session state
- All project operations use permalink-based lookups for case-insensitive matching
- Enhanced test coverage ensures reliable case-insensitive project operations
## v0.13.2 (2025-06-11)
### Features
- **Release Management**: Added automated release management system with version control in `__init__.py`
- **Automation**: Implemented justfile targets for `release` and `beta` commands with comprehensive quality gates
- **CI/CD**: Enhanced release process with automatic version updates, git tagging, and GitHub release creation
### Development Experience
- Added `.claude/commands/release/` directory with automation documentation
- Implemented release validation including lint, type-check, and test execution
- Streamlined release workflow from manual process to single-command automation
### Technical Improvements
- Updated package version management to use actual version numbers instead of dynamic versioning
- Added release process documentation and command references
- Enhanced justfile with comprehensive release automation targets
## v0.13.1 (2025-06-11)
### Bug Fixes
- **CLI**: Fixed `basic-memory project` project management commands that were not working in v0.13.0 (#129)
- **Projects**: Resolved case sensitivity issues when switching between projects that caused "Project not found" errors (#127)
- **API**: Standardized CLI project command endpoints and improved error handling
- **Core**: Implemented consistent project name handling using permalinks to avoid case-related conflicts
### Changes
- Renamed `basic-memory project sync` command to `basic-memory project sync-config` for clarity
- Improved project switching reliability across different case variations
- Removed redundant server status messages from CLI error outputs
## v0.13.0 (2025-06-11)
### Overview
Basic Memory v0.13.0 is a **major release** that transforms Basic Memory into a true multi-project knowledge management system. This release introduces fluid project switching, advanced note editing capabilities, robust file management, and production-ready OAuth authentication - all while maintaining full backward compatibility.
**What's New for Users:**
- 🎯 **Switch between projects instantly** during conversations with Claude
- ✏️ **Edit notes incrementally** without rewriting entire documents
- 📁 **Move and organize notes** with full database consistency
- 📖 **View notes as formatted artifacts** for better readability in Claude Desktop
- 🔍 **Search frontmatter tags** to discover content more easily
- 🔐 **OAuth authentication** for secure remote access
-**Development builds** automatically published for beta testing
**Key v0.13.0 Accomplishments:**
-**Complete Project Management System** - Project switching and project-specific operations
-**Advanced Note Editing** - Incremental editing with append, prepend, find/replace, and section operations
-**View Notes as Artifacts in Claude Desktop/Web** - Use the view_note tool to view a note as an artifact
-**File Management System** - Full move operations with database consistency and rollback protection
-**Enhanced Search Capabilities** - Frontmatter tags now searchable, improved content discoverability
-**Unified Database Architecture** - Single app-level database for better performance and project management
### Major Features
#### 1. Multiple Project Management
**Switch between projects instantly during conversations:**
```
💬 "What projects do I have?"
🤖 Available projects:
• main (current, default)
• work-notes
• personal-journal
• code-snippets
💬 "Switch to work-notes"
🤖 ✓ Switched to work-notes project
Project Summary:
• 47 entities
• 125 observations
• 23 relations
💬 "What did I work on yesterday?"
🤖 [Shows recent activity from work-notes project]
```
**Key Capabilities:**
- **Instant Project Switching**: Change project context mid-conversation without restart
- **Project-Specific Operations**: Operations work within the currently active project context
- **Project Discovery**: List all available projects with status indicators
- **Session Context**: Maintains active project throughout conversation
- **Backward Compatibility**: Existing single-project setups continue to work seamlessly
#### 2. Advanced Note Editing
**Edit notes incrementally without rewriting entire documents:**
```python
# Append new sections to existing notes
edit_note("project-planning", "append", "\n## New Requirements\n- Feature X\n- Feature Y")
# Prepend timestamps to meeting notes
edit_note("meeting-notes", "prepend", "## 2025-05-27 Update\n- Progress update...")
# Replace specific sections under headers
edit_note("api-spec", "replace_section", "New implementation details", section="## Implementation")
# Find and replace with validation
edit_note("config", "find_replace", "v0.13.0", find_text="v0.12.0", expected_replacements=2)
```
**Key Capabilities:**
- **Append Operations**: Add content to end of notes (most common use case)
- **Prepend Operations**: Add content to beginning of notes
- **Section Replacement**: Replace content under specific markdown headers
- **Find & Replace**: Simple text replacements with occurrence counting
- **Smart Error Handling**: Helpful guidance when operations fail
- **Project Context**: Works within the active project with session awareness
#### 3. Smart File Management
**Move and organize notes:**
```python
# Simple moves with automatic folder creation
move_note("my-note", "work/projects/my-note.md")
# Organize within the active project
move_note("shared-doc", "archive/old-docs/shared-doc.md")
# Rename operations
move_note("old-name", "same-folder/new-name.md")
```
**Key Capabilities:**
- **Database Consistency**: Updates file paths, permalinks, and checksums automatically
- **Search Reindexing**: Maintains search functionality after moves
- **Folder Creation**: Automatically creates destination directories
- **Project Isolation**: Operates within the currently active project
- **Link Preservation**: Maintains internal links and references
#### 4. Enhanced Search & Discovery
**Find content more easily with improved search capabilities:**
- **Frontmatter Tag Search**: Tags from YAML frontmatter are now indexed and searchable
- **Improved Content Discovery**: Search across titles, content, tags, and metadata
- **Project-Scoped Search**: Search within the currently active project
- **Better Search Quality**: Enhanced FTS5 indexing with tag content inclusion
**Example:**
```yaml
---
title: Coffee Brewing Methods
tags: [coffee, brewing, equipment]
---
```
Now searchable by: "coffee", "brewing", "equipment", or "Coffee Brewing Methods"
#### 5. Unified Database Architecture
**Single app-level database for better performance and project management:**
- **Migration from Per-Project DBs**: Moved from multiple SQLite files to single app database
- **Project Isolation**: Proper data separation with project_id foreign keys
- **Better Performance**: Optimized queries and reduced file I/O
### Complete MCP Tool Suite
#### New Project Management Tools
- **`list_projects()`** - Discover and list all available projects with status
- **`switch_project(project_name)`** - Change active project context during conversations
- **`get_current_project()`** - Show currently active project with statistics
- **`set_default_project(project_name)`** - Update default project configuration
- **`sync_status()`** - Check file synchronization status and background operations
#### New Note Operations Tools
- **`edit_note()`** - Incremental note editing (append, prepend, find/replace, section replace)
- **`move_note()`** - Move notes with database consistency and search reindexing
- **`view_note()`** - Display notes as formatted artifacts for better readability in Claude Desktop
#### Enhanced Existing Tools
All existing tools now support:
- **Session context awareness** (operates within the currently active project)
- **Enhanced error messages** with project context metadata
- **Improved response formatting** with project information footers
- **Project isolation** ensures operations stay within the correct project boundaries
### User Experience Improvements
#### Installation Options
**Multiple ways to install and test Basic Memory:**
```bash
# Stable release
uv tool install basic-memory
# Beta/pre-releases
uv tool install basic-memory --pre
```
#### Bug Fixes & Quality Improvements
**Major issues resolved in v0.13.0:**
- **#118**: Fixed YAML tag formatting to follow standard specification
- **#110**: Fixed `--project` flag consistency across all CLI commands
- **#107**: Fixed write_note update failures with existing notes
- **#93**: Fixed custom permalink handling in frontmatter
- **#52**: Enhanced search capabilities with frontmatter tag indexing
- **FTS5 Search**: Fixed special character handling in search queries
- **Error Handling**: Improved error messages and validation across all tools
### Breaking Changes & Migration
#### For Existing Users
**Automatic Migration**: First run will automatically migrate existing data to the new unified database structure. No manual action required.
**What Changes:**
- Database location: Moved to `~/.basic-memory/memory.db` (unified across projects)
- Configuration: Projects defined in `~/.basic-memory/config.json` are synced with database
**What Stays the Same:**
- All existing notes and data remain unchanged
- Default project behavior maintained for single-project users
- All existing MCP tools continue to work without modification
### Documentation & Resources
#### New Documentation
- [Project Management Guide](docs/Project%20Management.md) - Multi-project workflows
- [Note Editing Guide](docs/Note%20Editing.md) - Advanced editing techniques
#### Updated Documentation
- [README.md](README.md) - Installation options and beta build instructions
- [CONTRIBUTING.md](CONTRIBUTING.md) - Release process and version management
- [CLAUDE.md](CLAUDE.md) - Development workflow and CI/CD documentation
- [Claude.ai Integration](docs/Claude.ai%20Integration.md) - Updated MCP tool examples
#### Quick Start Examples
**Project Switching:**
```
💬 "Switch to my work project and show recent activity"
🤖 [Calls switch_project("work") then recent_activity()]
```
**Note Editing:**
```
💬 "Add a section about deployment to my API docs"
🤖 [Calls edit_note("api-docs", "append", "## Deployment\n...")]
```
**File Organization:**
```
💬 "Move my old meeting notes to the archive folder"
🤖 [Calls move_note("meeting-notes", "archive/old-meetings.md")]
```
## v0.12.3 (2025-04-17)
### Bug Fixes
- Add extra logic for permalink generation with mixed Latin unicode and Chinese characters
([`73ea91f`](https://github.com/basicmachines-co/basic-memory/commit/73ea91fe0d1f7ab89b99a1b691d59fe608b7fcbb))
Signed-off-by: phernandez <paul@basicmachines.co>
- Modify recent_activity args to be strings instead of enums
([`3c1cc34`](https://github.com/basicmachines-co/basic-memory/commit/3c1cc346df519e703fae6412d43a92c7232c6226))
Signed-off-by: phernandez <paul@basicmachines.co>
## v0.12.2 (2025-04-08)
### Bug Fixes
- Utf8 for all file reads/write/open instead of default platform encoding
([#91](https://github.com/basicmachines-co/basic-memory/pull/91),
[`2934176`](https://github.com/basicmachines-co/basic-memory/commit/29341763318408ea8f1e954a41046c4185f836c6))
Signed-off-by: phernandez <paul@basicmachines.co>
## v0.12.1 (2025-04-07)
### Bug Fixes
- Run migrations and sync when starting mcp
([#88](https://github.com/basicmachines-co/basic-memory/pull/88),
[`78a3412`](https://github.com/basicmachines-co/basic-memory/commit/78a3412bcff83b46e78e26f8b9fce42ed9e05991))
## v0.12.0 (2025-04-06)
@@ -750,4 +1228,4 @@ Co-authored-by: phernandez <phernandez@basicmachines.co>
### Chores
- Remove basic-foundation src ref in pyproject.toml
([`29fce8b`](https://github.com/basicmachines-co/basic-memory/commit/29fce8b0b922d54d7799bf2534107ee6cfb961b8))
([`29fce8b`](https://github.com/basicmachines-co/basic-memory/commit/29fce8b0b922d54d7799bf2534107ee6cfb961b8))
+96 -16
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@@ -14,15 +14,15 @@ See the [README.md](README.md) file for a project overview.
### Build and Test Commands
- Install: `make install` or `pip install -e ".[dev]"`
- Run tests: `uv run pytest -p pytest_mock -v` or `make test`
- Install: `just install` or `pip install -e ".[dev]"`
- Run tests: `uv run pytest -p pytest_mock -v` or `just test`
- Single test: `pytest tests/path/to/test_file.py::test_function_name`
- Lint: `make lint` or `ruff check . --fix`
- Type check: `make type-check` or `uv run pyright`
- Format: `make format` or `uv run ruff format .`
- Run all code checks: `make check` (runs lint, format, type-check, test)
- Create db migration: `make migration m="Your migration message"`
- Run development MCP Inspector: `make run-inspector`
- Lint: `just lint` or `ruff check . --fix`
- Type check: `just type-check` or `uv run pyright`
- Format: `just format` or `uv run ruff format .`
- Run all code checks: `just check` (runs lint, format, type-check, test)
- Create db migration: `just migration "Your migration message"`
- Run development MCP Inspector: `just run-inspector`
### Code Style Guidelines
@@ -65,6 +65,7 @@ See the [README.md](README.md) file for a project overview.
- Test database uses in-memory SQLite
- Avoid creating mocks in tests in most circumstances.
- Each test runs in a standalone environment with in memory SQLite and tmp_file directory
- Do not use mocks in tests if possible. Tests run with an in memory sqlite db, so they are not needed. See fixtures in conftest.py
## BASIC MEMORY PRODUCT USAGE
@@ -96,15 +97,26 @@ See the [README.md](README.md) file for a project overview.
**Content Management:**
- `write_note(title, content, folder, tags)` - Create/update markdown notes with semantic observations and relations
- `read_note(identifier, page, page_size)` - Read notes by title, permalink, or memory:// URL with knowledge graph
awareness
- `read_file(path)` - Read raw file content (text, images, binaries) without knowledge graph processing
- `read_note(identifier, page, page_size)` - Read notes by title, permalink, or memory:// URL with knowledge graph awareness
- `edit_note(identifier, operation, content)` - Edit notes incrementally (append, prepend, find/replace, section replace)
- `move_note(identifier, destination_path)` - Move notes with database consistency and search reindexing
- `view_note(identifier)` - Display notes as formatted artifacts for better readability in Claude Desktop
- `read_content(path)` - Read raw file content (text, images, binaries) without knowledge graph processing
- `delete_note(identifier)` - Delete notes from knowledge base
**Project Management:**
- `list_memory_projects()` - List all available projects with status indicators
- `switch_project(project_name)` - Switch to different project context during conversations
- `get_current_project()` - Show currently active project with statistics
- `create_memory_project(name, path, set_default)` - Create new Basic Memory projects
- `delete_project(name)` - Delete projects from configuration and database
- `set_default_project(name)` - Set default project in config
- `sync_status()` - Check file synchronization status and background operations
**Knowledge Graph Navigation:**
- `build_context(url, depth, timeframe)` - Navigate the knowledge graph via memory:// URLs for conversation
continuity
- `recent_activity(type, depth, timeframe)` - Get recently updated information with specified timeframe (e.g., "
1d", "1 week")
- `build_context(url, depth, timeframe)` - Navigate the knowledge graph via memory:// URLs for conversation continuity
- `recent_activity(type, depth, timeframe)` - Get recently updated information with specified timeframe (e.g., "1d", "1 week")
- `list_directory(dir_name, depth, file_name_glob)` - List directory contents with filtering and depth control
**Search & Discovery:**
- `search_notes(query, page, page_size)` - Full-text search across all content with filtering options
@@ -172,4 +184,72 @@ With GitHub integration, the development workflow includes:
4. **Documentation maintenance** - Claude can keep documentation updated as the code evolves
With this integration, the AI assistant is a full-fledged team member rather than just a tool for generating code
snippets.
snippets.
### Basic Memory Pro
Basic Memory Pro is a desktop GUI application that wraps the basic-memory CLI/MCP tools:
- Built with Tauri (Rust), React (TypeScript), and a Python FastAPI sidecar
- Provides visual knowledge graph exploration and project management
- Uses the same core codebase but adds a desktop-friendly interface
- Project configuration is shared between CLI and Pro versions
- Multiple project support with visual switching interface
local repo: /Users/phernandez/dev/basicmachines/basic-memory-pro
github: https://github.com/basicmachines-co/basic-memory-pro
## Release and Version Management
Basic Memory uses `uv-dynamic-versioning` for automatic version management based on git tags:
### Version Types
- **Development versions**: Automatically generated from commits (e.g., `0.12.4.dev26+468a22f`)
- **Beta releases**: Created by tagging with beta suffixes (e.g., `v0.13.0b1`, `v0.13.0rc1`)
- **Stable releases**: Created by tagging with version numbers (e.g., `v0.13.0`)
### Release Workflows
#### Development Builds (Automatic)
- Triggered on every push to `main` branch
- Publishes dev versions like `0.12.4.dev26+468a22f` to PyPI
- Allows continuous testing of latest changes
- Users install with: `pip install basic-memory --pre --force-reinstall`
#### Beta/RC Releases (Manual)
- Create beta tag: `git tag v0.13.0b1 && git push origin v0.13.0b1`
- Automatically builds and publishes to PyPI as pre-release
- Users install with: `pip install basic-memory --pre`
- Use for milestone testing before stable release
#### Stable Releases (Automated)
- Use the automated release system: `just release v0.13.0`
- Includes comprehensive quality checks (lint, format, type-check, tests)
- Automatically updates version in `__init__.py`
- Creates git tag and pushes to GitHub
- Triggers GitHub Actions workflow for:
- PyPI publication
- Homebrew formula update (requires HOMEBREW_TOKEN secret)
**Manual method (legacy):**
- Create version tag: `git tag v0.13.0 && git push origin v0.13.0`
#### Homebrew Formula Updates
- Automatically triggered after successful PyPI release
- Updates formula in `basicmachines-co/homebrew-basic-memory` repo
- Requires `HOMEBREW_TOKEN` secret in GitHub repository settings:
- Create a fine-grained Personal Access Token with `Contents: Read and Write` and `Actions: Read` scopes on `basicmachines-co/homebrew-basic-memory`
- Add as repository secret named `HOMEBREW_TOKEN` in `basicmachines-co/basic-memory`
- Formula updates include new version URL and SHA256 checksum
### For Development
- **Automated releases**: Use `just release v0.13.x` for stable releases and `just beta v0.13.0b1` for beta releases
- **Quality gates**: All releases require passing lint, format, type-check, and test suites
- **Version management**: Versions automatically derived from git tags via `uv-dynamic-versioning`
- **Configuration**: `pyproject.toml` uses `dynamic = ["version"]`
- **Release automation**: `__init__.py` updated automatically during release process
- **CI/CD**: GitHub Actions handles building and PyPI publication
## Development Notes
- make sure you sign off on commits
+44 -8
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@@ -15,8 +15,8 @@ project and how to get started as a developer.
2. **Install Dependencies**:
```bash
# Using make (recommended)
make install
# Using just (recommended)
just install
# Or using uv
uv install -e ".[dev]"
@@ -25,10 +25,12 @@ project and how to get started as a developer.
pip install -e ".[dev]"
```
> **Note**: Basic Memory uses [just](https://just.systems) as a modern command runner. Install with `brew install just` or `cargo install just`.
3. **Run the Tests**:
```bash
# Run all tests
make test
just test
# or
uv run pytest -p pytest_mock -v
@@ -49,16 +51,16 @@ project and how to get started as a developer.
4. **Check Code Quality**:
```bash
# Run all checks at once
make check
just check
# Or run individual checks
make lint # Run linting
make format # Format code
make type-check # Type checking
just lint # Run linting
just format # Format code
just type-check # Type checking
```
5. **Test Your Changes**: Ensure all tests pass locally and maintain 100% test coverage.
```bash
make test
just test
```
6. **Submit a PR**: Submit a pull request with a detailed description of your changes.
@@ -144,6 +146,40 @@ agreement to the DCO.
- **Database Testing**: Use in-memory SQLite for testing database operations
- **Fixtures**: Use async pytest fixtures for setup and teardown
## Release Process
Basic Memory uses automatic versioning based on git tags with `uv-dynamic-versioning`. Here's how releases work:
### Version Management
- **Development versions**: Automatically generated from git commits (e.g., `0.12.4.dev26+468a22f`)
- **Beta releases**: Created by tagging with beta suffixes (e.g., `git tag v0.13.0b1`)
- **Stable releases**: Created by tagging with version numbers (e.g., `git tag v0.13.0`)
### Release Workflows
#### Development Builds
- Automatically published to PyPI on every commit to `main`
- Version format: `0.12.4.dev26+468a22f` (base version + dev + commit count + hash)
- Users install with: `pip install basic-memory --pre --force-reinstall`
#### Beta Releases
1. Create and push a beta tag: `git tag v0.13.0b1 && git push origin v0.13.0b1`
2. GitHub Actions automatically builds and publishes to PyPI
3. Users install with: `pip install basic-memory --pre`
#### Stable Releases
1. Create and push a version tag: `git tag v0.13.0 && git push origin v0.13.0`
2. GitHub Actions automatically:
- Builds the package with version `0.13.0`
- Creates GitHub release with auto-generated notes
- Publishes to PyPI
3. Users install with: `pip install basic-memory`
### For Contributors
- No manual version bumping required
- Versions are automatically derived from git tags
- Focus on code changes, not version management
## Creating Issues
If you're planning to work on something, please create an issue first to discuss the approach. Include:
+26 -10
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@@ -1,16 +1,32 @@
# Generated by https://smithery.ai. See: https://smithery.ai/docs/config#dockerfile
FROM python:3.12-slim
FROM python:3.12-slim-bookworm
# Copy uv from official image
COPY --from=ghcr.io/astral-sh/uv:latest /uv /uvx /bin/
# Set environment variables
ENV PYTHONUNBUFFERED=1 \
PYTHONDONTWRITEBYTECODE=1
# Copy the project into the image
ADD . /app
# Sync the project into a new environment, asserting the lockfile is up to date
WORKDIR /app
RUN uv sync --locked
# Copy the project files
COPY . .
# Create data directory
RUN mkdir -p /app/data
# Install pip and build dependencies
RUN pip install --upgrade pip \
&& pip install . --no-cache-dir --ignore-installed
# Set default data directory and add venv to PATH
ENV BASIC_MEMORY_HOME=/app/data \
PATH="/app/.venv/bin:$PATH"
# Expose port if necessary (e.g., uv might use a port, but MCP over stdio so not needed here)
# Expose port
EXPOSE 8000
# Use the basic-memory entrypoint to run the MCP server
CMD ["basic-memory", "mcp"]
# Health check
HEALTHCHECK --interval=30s --timeout=10s --start-period=5s --retries=3 \
CMD basic-memory --version || exit 1
# Use the basic-memory entrypoint to run the MCP server with default SSE transport
CMD ["basic-memory", "mcp", "--transport", "sse", "--host", "0.0.0.0", "--port", "8000"]
-67
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@@ -1,67 +0,0 @@
.PHONY: install test test-module lint clean format type-check installer-mac installer-win check
install:
pip install -e ".[dev]"
test:
uv run pytest -p pytest_mock -v
# Run tests for a specific module
# Usage: make test-module m=path/to/module.py [cov=module_path]
test-module:
@if [ -z "$(m)" ]; then \
echo "Usage: make test-module m=path/to/module.py [cov=module_path]"; \
exit 1; \
fi; \
if [ -z "$(cov)" ]; then \
uv run pytest $(m) -v; \
else \
uv run pytest $(m) -v --cov=$(cov); \
fi
lint:
ruff check . --fix
type-check:
uv run pyright
clean:
find . -type f -name '*.pyc' -delete
find . -type d -name '__pycache__' -exec rm -r {} +
rm -rf installer/build/
rm -rf installer/dist/
rm -f rw.*.dmg
rm -rf dist
rm -rf installer/build
rm -rf installer/dist
rm -f .coverage.*
format:
uv run ruff format .
# run inspector tool
run-inspector:
uv run mcp dev src/basic_memory/mcp/main.py
# Build app installer
installer-mac:
cd installer && chmod +x make_icons.sh && ./make_icons.sh
cd installer && uv run python setup.py bdist_mac
installer-win:
cd installer && uv run python setup.py bdist_win32
update-deps:
uv lock --upgrade
check: lint format type-check test
# Target for generating Alembic migrations with a message from command line
migration:
@if [ -z "$(m)" ]; then \
echo "Usage: make migration m=\"Your migration message\""; \
exit 1; \
fi; \
cd src/basic_memory/alembic && alembic revision --autogenerate -m "$(m)"
+67 -13
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@@ -13,8 +13,11 @@ Basic Memory lets you build persistent knowledge through natural conversations w
Claude, while keeping everything in simple Markdown files on your computer. It uses the Model Context Protocol (MCP) to
enable any compatible LLM to read and write to your local knowledge base.
- Website: https://basicmachines.co
- Website: https://basicmemory.com
- Company: https://basicmachines.co
- Documentation: https://memory.basicmachines.co
- Discord: https://discord.gg/tyvKNccgqN
- YouTube: https://www.youtube.com/@basicmachines-co
## Pick up your conversation right where you left off
@@ -61,8 +64,7 @@ Memory for Claude Desktop:
npx -y @smithery/cli install @basicmachines-co/basic-memory --client claude
```
This installs and configures Basic Memory without requiring manual edits to the Claude Desktop configuration file. The
Smithery server hosts the MCP server component, while your data remains stored locally as Markdown files.
This installs and configures Basic Memory without requiring manual edits to the Claude Desktop configuration file. Note: The Smithery installation uses their hosted MCP server, while your data remains stored locally as Markdown files.
### Glama.ai
@@ -153,7 +155,8 @@ The note embeds semantic content and links to other topics via simple Markdown f
3. You see this file on your computer in real time in the current project directory (default `~/$HOME/basic-memory`).
- Realtime sync can be enabled via running `basic-memory sync --watch`
- Realtime sync is enabled by default starting with v0.12.0
- Project switching during conversations is supported starting with v0.13.0
4. In a chat with the LLM, you can reference a topic:
@@ -333,9 +336,9 @@ config:
"command": "uvx",
"args": [
"basic-memory",
"mcp",
"--project",
"your-project-name"
"your-project-name",
"mcp"
]
}
}
@@ -344,23 +347,27 @@ config:
2. Sync your knowledge:
```bash
# One-time sync of local knowledge updates
basic-memory sync
# Run realtime sync process (recommended)
basic-memory sync --watch
```
Basic Memory will sync the files in your project in real time if you make manual edits.
3. In Claude Desktop, the LLM can now use these tools:
```
write_note(title, content, folder, tags) - Create or update notes
read_note(identifier, page, page_size) - Read notes by title or permalink
edit_note(identifier, operation, content) - Edit notes incrementally (append, prepend, find/replace)
move_note(identifier, destination_path) - Move notes with database consistency
view_note(identifier) - Display notes as formatted artifacts for better readability
build_context(url, depth, timeframe) - Navigate knowledge graph via memory:// URLs
search_notes(query, page, page_size) - Search across your knowledge base
recent_activity(type, depth, timeframe) - Find recently updated information
canvas(nodes, edges, title, folder) - Generate knowledge visualizations
list_memory_projects() - List all available projects with status
switch_project(project_name) - Switch to different project context
get_current_project() - Show current project and statistics
create_memory_project(name, path, set_default) - Create new projects
delete_project(name) - Delete projects from configuration
set_default_project(name) - Set default project
sync_status() - Check file synchronization status
```
5. Example prompts to try:
@@ -371,6 +378,10 @@ canvas(nodes, edges, title, folder) - Generate knowledge visualizations
"Create a canvas visualization of my project components"
"Read my notes on the authentication system"
"What have I been working on in the past week?"
"Switch to my work-notes project"
"List all my available projects"
"Edit my coffee brewing note to add a new technique"
"Move my old meeting notes to the archive folder"
```
## Futher info
@@ -382,6 +393,49 @@ See the [Documentation](https://memory.basicmachines.co/) for more info, includi
- [Managing multiple Projects](https://memory.basicmachines.co/docs/cli-reference#project)
- [Importing data from OpenAI/Claude Projects](https://memory.basicmachines.co/docs/cli-reference#import)
## Installation Options
### Stable Release
```bash
pip install basic-memory
```
### Beta/Pre-releases
```bash
pip install basic-memory --pre
```
### Development Builds
Development versions are automatically published on every commit to main with versions like `0.12.4.dev26+468a22f`:
```bash
pip install basic-memory --pre --force-reinstall
```
### Docker
Run Basic Memory in a container with volume mounting for your Obsidian vault:
```bash
# Clone and start with Docker Compose
git clone https://github.com/basicmachines-co/basic-memory.git
cd basic-memory
# Edit docker-compose.yml to point to your Obsidian vault
# Then start the container
docker-compose up -d
```
Or use Docker directly:
```bash
docker run -d \
--name basic-memory-server \
-v /path/to/your/obsidian-vault:/data/knowledge:rw \
-v basic-memory-config:/root/.basic-memory:rw \
ghcr.io/basicmachines-co/basic-memory:latest
```
See [Docker Setup Guide](docs/Docker.md) for detailed configuration options, multiple project setup, and integration examples.
## License
AGPL-3.0
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-13
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@@ -1,13 +0,0 @@
Starting issue-fix mode at Sat Apr 5 18:02:54 UTC 2025
Fetching issue #75 details
Using repository: basicmachines-co/basic-memory
Checking if phernandez is a member of organization basicmachines-co
User phernandez is a member of organization basicmachines-co. Proceeding with Claude fix.
Creating a new branch: fix-issue-75-20250405180254
From https://github.com/basicmachines-co/basic-memory
* branch main -> FETCH_HEAD
Switched to a new branch 'fix-issue-75-20250405180254'
branch 'fix-issue-75-20250405180254' set up to track 'origin/main'.
Prompt saved to ./claude-output/claude_prompt_75.txt for debugging
Running Claude to fix the issue...
Committing changes...
-35
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@@ -1,35 +0,0 @@
Let's summarize the changes we've made to fix issue #75:
1. We updated the `search_notes` tool in `/src/basic_memory/mcp/tools/search.py` to accept primitive types as parameters instead of a complex Pydantic `SearchQuery` object. This makes it easier for LLMs like Cursor to make proper tool calls.
2. We converted the internal implementation to create a SearchQuery object from the primitive parameters, maintaining backward compatibility with the existing API.
3. We updated tests in `/tests/mcp/test_tool_search.py` to use the new function signature with primitive parameters.
4. We updated code in `/src/basic_memory/mcp/tools/read_note.py` to use the new function signature when making calls to `search_notes`.
5. We updated code in `/src/basic_memory/mcp/prompts/search.py` to use the new function signature when making calls to `search_notes`.
These changes should make it easier for Cursor and other LLMs to use the search_notes tool by eliminating the complex Pydantic object parameter in favor of simple primitive parameters.
---SUMMARY---
Fixed issue #75 where Cursor was having errors calling the search_notes tool. The problem was that the search_notes tool was expecting a complex Pydantic object (SearchQuery) as input, which was confusing Cursor.
Changes:
1. Modified the search_notes tool to accept primitive types (strings, lists, etc.) as parameters instead of a complex Pydantic object
2. Updated the implementation to create a SearchQuery object internally from these primitive parameters
3. Updated all call sites in the codebase that were using the old function signature
4. Updated tests to use the new function signature
The fix makes it easier for LLMs like Cursor to make proper calls to the search_notes tool, which will resolve the reported error messages:
- "Parameter 'query' must be of type undefined, got object"
- "Parameter 'query' must be of type undefined, got string"
- "Invalid type for parameter 'query' in tool search_notes"
Files modified:
- src/basic_memory/mcp/tools/search.py
- src/basic_memory/mcp/tools/read_note.py
- src/basic_memory/mcp/prompts/search.py
- tests/mcp/test_tool_search.py
- tests/mcp/test_tool_read_note.py
---END SUMMARY---
-49
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@@ -1,49 +0,0 @@
You are Claude, an AI assistant tasked with fixing issues in a GitHub repository.
Issue #75: [BUG] Cursor has errors calling search tool
Issue Description:
## Bug Description
> Cursor cannot figure out how to structure the parameters for that tool call. No matter what Cursor seems to try it gets the errors.
>
> ```Looking at the error messages more carefully:
> - When I pass an object: "Parameter 'query' must be of type undefined, got object"
> - When I pass a string: "Parameter 'query' must be of type undefined, got string"
>
>
>
> and then it reports: "Invalid type for parameter 'query' in tool search_notes"
> Any chance you can give me some guidance with this?
>
## Steps To Reproduce
Steps to reproduce the behavior:
try using search tool in Cursor.
## Possible Solution
The tool args should probably be plain text and not json to make it easier to call.
Additional Instructions from User Comment:
let make a PR to implement option #1.
Your task is to:
1. Analyze the issue carefully to understand the problem
2. Look through the repository to identify the relevant files that need to be modified
3. Make precise changes to fix the issue
4. Use the Edit tool to modify files directly when needed
5. Be minimal in your changes - only modify what's necessary to fix the issue
After making changes, provide a summary of what you did in this format:
---SUMMARY---
[Your detailed summary of changes, including which files were modified and how]
---END SUMMARY---
Remember:
- Be specific in your changes
- Only modify files that are necessary to fix the issue
- Follow existing code style and conventions
- Make the minimal changes needed to resolve the issue
+83
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@@ -0,0 +1,83 @@
# Docker Compose configuration for Basic Memory
# See docs/Docker.md for detailed setup instructions
version: '3.8'
services:
basic-memory:
# Use pre-built image (recommended for most users)
image: ghcr.io/basicmachines-co/basic-memory:latest
# Uncomment to build locally instead:
# build: .
container_name: basic-memory-server
# Volume mounts for knowledge directories and persistent data
volumes:
# Persistent storage for configuration and database
- basic-memory-config:/root/.basic-memory:rw
# Mount your knowledge directory (required)
# Change './knowledge' to your actual Obsidian vault or knowledge directory
- ./knowledge:/app/data:rw
# OPTIONAL: Mount additional knowledge directories for multiple projects
# - ./work-notes:/app/data/work:rw
# - ./personal-notes:/app/data/personal:rw
# You can edit the project config manually in the mounted config volume
# The default project will be configured to use /app/data
environment:
# Project configuration
- BASIC_MEMORY_DEFAULT_PROJECT=main
# Enable real-time file synchronization (recommended for Docker)
- BASIC_MEMORY_SYNC_CHANGES=true
# Logging configuration
- BASIC_MEMORY_LOG_LEVEL=INFO
# Sync delay in milliseconds (adjust for performance vs responsiveness)
- BASIC_MEMORY_SYNC_DELAY=1000
# Port exposure for HTTP transport (only needed if not using STDIO)
ports:
- "8000:8000"
# Command with SSE transport (configurable via environment variables above)
# IMPORTANT: The SSE and streamable-http endpoints are not secured
command: ["basic-memory", "mcp", "--transport", "sse", "--host", "0.0.0.0", "--port", "8000"]
# Container management
restart: unless-stopped
# Health monitoring
healthcheck:
test: ["CMD", "basic-memory", "--version"]
interval: 30s
timeout: 10s
retries: 3
start_period: 30s
# Optional: Resource limits
# deploy:
# resources:
# limits:
# memory: 512M
# cpus: '0.5'
# reservations:
# memory: 256M
# cpus: '0.25'
volumes:
# Named volume for persistent configuration and database
# This ensures your configuration and knowledge graph persist across container restarts
basic-memory-config:
driver: local
# Network configuration (optional)
# networks:
# basic-memory-net:
# driver: bridge
+178 -145
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@@ -10,6 +10,26 @@ You can [download](https://github.com/basicmachines-co/basic-memory/blob/main/do
This guide helps you, the AI assistant, use Basic Memory tools effectively when working with users. It covers reading, writing, and navigating knowledge through the Model Context Protocol (MCP).
## Quick Reference
**Essential Tools:**
- `write_note()` - Create/update notes (primary tool)
- `read_note()` - Read existing content
- `search_notes()` - Find information
- `edit_note()` - Modify existing notes incrementally (v0.13.0)
- `move_note()` - Organize files with database consistency (v0.13.0)
**Project Management (v0.13.0):**
- `list_projects()` - Show available projects
- `switch_project()` - Change active project
- `get_current_project()` - Current project info
**Key Principles:**
1. **Build connections** - Rich knowledge graphs > isolated notes
2. **Ask permission** - "Would you like me to record this?"
3. **Use exact titles** - For accurate `[[WikiLinks]]`
4. **Leverage v0.13.0** - Edit incrementally, organize proactively, switch projects contextually
## Overview
Basic Memory allows you and users to record context in local Markdown files, building a rich knowledge base through natural conversations. The system automatically creates a semantic knowledge graph from simple text patterns.
@@ -37,50 +57,67 @@ Remember that a knowledge graph with 10 heavily connected notes is more valuable
## Core Tools Reference
```python
# Writing knowledge - THE MOST IMPORTANT TOOL!
response = await write_note(
title="Search Design", # Required: Note title
content="# Search Design\n...", # Required: Note content
folder="specs", # Optional: Folder to save in
tags=["search", "design"], # Optional: Tags for categorization
verbose=True # Optional: Get parsing details
)
### Essential Content Management
# Reading knowledge
content = await read_note("Search Design") # By title
content = await read_note("specs/search-design") # By path
content = await read_note("memory://specs/search") # By memory URL
# Searching for knowledge
results = await search_notes(
query="authentication system", # Text to search for
page=1, # Optional: Pagination
page_size=10 # Optional: Results per page
**Writing knowledge** (most important tool):
```
write_note(
title="Search Design",
content="# Search Design\n...",
folder="specs", # Optional
tags=["search", "design"], # v0.13.0: now searchable!
project="work-notes" # v0.13.0: target specific project
)
```
# Building context from the knowledge graph
context = await build_context(
url="memory://specs/search", # Starting point
depth=2, # Optional: How many hops to follow
timeframe="1 month" # Optional: Recent timeframe
)
**Reading knowledge:**
```
read_note("Search Design") # By title
read_note("specs/search-design") # By path
read_note("memory://specs/search") # By memory URL
```
# Checking recent changes
activity = await recent_activity(
type="all", # Optional: Entity types to include
depth=1, # Optional: Related items to include
timeframe="1 week" # Optional: Time window
)
**Viewing notes as formatted artifacts (Claude Desktop):**
```
view_note("Search Design") # Creates readable artifact
view_note("specs/search-design") # By permalink
view_note("memory://specs/search") # By memory URL
```
# Creating a knowledge visualization
canvas_result = await canvas(
nodes=[{"id": "note1", "label": "Search Design"}], # Nodes to display
edges=[{"from": "note1", "to": "note2"}], # Connections
title="Project Overview", # Canvas title
folder="diagrams" # Storage location
**Incremental editing** (v0.13.0):
```
edit_note(
identifier="Search Design", # Must be EXACT title/permalink (strict matching)
operation="append", # append, prepend, find_replace, replace_section
content="\n## New Section\nContent here..."
)
```
**⚠️ Important:** `edit_note` requires exact identifiers (no fuzzy matching). Use `search_notes()` first if uncertain.
**File organization** (v0.13.0):
```
move_note(
identifier="Old Note", # Must be EXACT title/permalink (strict matching)
destination="archive/old-note.md" # Folders created automatically
)
```
**⚠️ Important:** `move_note` requires exact identifiers (no fuzzy matching). Use `search_notes()` first if uncertain.
### Project Management (v0.13.0)
```
list_projects() # Show available projects
switch_project("work-notes") # Change active project
get_current_project() # Current project info
```
### Search & Discovery
```
search_notes("authentication system") # v0.13.0: includes frontmatter tags
build_context("memory://specs/search") # Follow knowledge graph connections
recent_activity(timeframe="1 week") # Check what's been updated
```
## memory:// URLs Explained
@@ -158,6 +195,30 @@ Users will interact with Basic Memory in patterns like:
[Then build_context() to understand connections]
```
4. **Editing existing notes (v0.13.0)**:
```
Human: "Add a section about deployment to my API documentation"
You: I'll add that section to your existing documentation.
[Use edit_note() with operation="append" to add new content]
```
5. **Project management (v0.13.0)**:
```
Human: "Switch to my work project and show recent activity"
You: I'll switch to your work project and check what's been updated recently.
[Use switch_project() then recent_activity()]
```
6. **File organization (v0.13.0)**:
```
Human: "Move my old meeting notes to the archive folder"
You: I'll organize those notes for you.
[Use move_note() to relocate files with database consistency]
```
## Key Things to Remember
1. **Files are Truth**
@@ -174,16 +235,27 @@ Users will interact with Basic Memory in patterns like:
- Combine related information
3. **Writing Knowledge Wisely**
- Using the same title+folder will overwrite existing notes
- Structure content with clear headings and sections
- Use semantic markup for observations and relations
- Same title+folder overwrites existing notes
- Structure with clear headings and semantic markup
- Use tags for searchability (v0.13.0: frontmatter tags indexed)
- Keep files organized in logical folders
4. **Leverage v0.13.0 Features**
- **Edit incrementally**: Use `edit_note()` for small changes vs rewriting
- **Switch projects**: Change context when user mentions different work areas
- **Organize proactively**: Move old content to archive folders
- **Cross-project operations**: Create notes in specific projects while maintaining context
## Common Knowledge Patterns
### Capturing Decisions
```markdown
---
title: Coffee Brewing Methods
tags: [coffee, brewing, pour-over, techniques] # v0.13.0: Now searchable!
---
# Coffee Brewing Methods
## Context
@@ -196,11 +268,13 @@ Pour over is my preferred method for light to medium roasts because it highlight
- [technique] Blooming the coffee grounds for 30 seconds improves extraction #brewing
- [preference] Water temperature between 195-205°F works best #temperature
- [equipment] Gooseneck kettle provides better control of water flow #tools
- [timing] Total brew time of 3-4 minutes produces optimal extraction #process
## Relations
- pairs_with [[Light Roast Beans]]
- contrasts_with [[French Press Method]]
- requires [[Proper Grinding Technique]]
- part_of [[Morning Coffee Routine]]
```
### Recording Project Structure
@@ -241,119 +315,77 @@ Discussed strategies for improving the chocolate chip cookie recipe.
- pairs_with [[Homemade Ice Cream]]
```
## v0.13.0 Workflow Examples
### Multi-Project Conversations
**User:** "I need to update my work documentation and also add a personal recipe note."
**Workflow:**
1. `list_projects()` - Check available projects
2. `write_note(title="Sprint Planning", project="work-notes")` - Work content
3. `write_note(title="Weekend Recipes", project="personal")` - Personal content
### Incremental Note Building
**User:** "Add a troubleshooting section to my setup guide."
**Workflow:**
1. `edit_note(identifier="Setup Guide", operation="append", content="\n## Troubleshooting\n...")`
**User:** "Update the authentication section in my API docs."
**Workflow:**
1. `edit_note(identifier="API Documentation", operation="replace_section", section="## Authentication")`
### Smart File Organization
**User:** "My notes are getting messy in the main folder."
**Workflow:**
1. `move_note("Old Meeting Notes", "archive/2024/old-meetings.md")`
2. `move_note("Project Notes", "projects/client-work/notes.md")`
### Creating Effective Relations
When creating relations, you can:
1. Reference existing entities by their exact title
2. Create forward references to entities that don't exist yet
When creating relations:
1. **Reference existing entities** by their exact title: `[[Exact Title]]`
2. **Create forward references** to entities that don't exist yet - they'll be linked automatically when created
3. **Search first** to find existing entities to reference
4. **Use meaningful relation types**: `implements`, `requires`, `part_of` vs generic `relates_to`
```python
# Example workflow for creating notes with effective relations
async def create_note_with_effective_relations():
# Search for existing entities to reference
search_results = await search_notes("travel")
existing_entities = [result.title for result in search_results.primary_results]
# Check if specific entities exist
packing_tips_exists = "Packing Tips" in existing_entities
japan_travel_exists = "Japan Travel Guide" in existing_entities
# Prepare relations section - include both existing and forward references
relations_section = "## Relations\n"
# Existing reference - exact match to known entity
if packing_tips_exists:
relations_section += "- references [[Packing Tips]]\n"
else:
# Forward reference - will be linked when that entity is created later
relations_section += "- references [[Packing Tips]]\n"
# Another possible reference
if japan_travel_exists:
relations_section += "- part_of [[Japan Travel Guide]]\n"
# You can also check recently modified notes to reference them
recent = await recent_activity(timeframe="1 week")
recent_titles = [item.title for item in recent.primary_results]
if "Transportation Options" in recent_titles:
relations_section += "- relates_to [[Transportation Options]]\n"
# Always include meaningful forward references, even if they don't exist yet
relations_section += "- located_in [[Tokyo]]\n"
relations_section += "- visited_during [[Spring 2023 Trip]]\n"
# Now create the note with both verified and forward relations
content = f"""# Tokyo Neighborhood Guide
## Overview
Details about different Tokyo neighborhoods and their unique characteristics.
**Example workflow:**
1. `search_notes("travel")` to find existing travel-related notes
2. Reference found entities: `- part_of [[Japan Travel Guide]]`
3. Add forward references: `- located_in [[Tokyo]]` (even if Tokyo note doesn't exist yet)
## Observations
- [area] Shibuya is a busy shopping district #shopping
- [transportation] Yamanote Line connects major neighborhoods #transit
- [recommendation] Visit Shimokitazawa for vintage shopping #unique
- [tip] Get a Suica card for easy train travel #convenience
## Common Issues & Solutions
{relations_section}
"""
result = await write_note(
title="Tokyo Neighborhood Guide",
content=content,
verbose=True
)
# You can check which relations were resolved and which are forward references
if result and 'relations' in result:
resolved = [r['to_name'] for r in result['relations'] if r.get('target_id')]
forward_refs = [r['to_name'] for r in result['relations'] if not r.get('target_id')]
print(f"Resolved relations: {resolved}")
print(f"Forward references that will be resolved later: {forward_refs}")
```
**Missing Content:**
- Try `search_notes()` with broader terms if `read_note()` fails
- Use fuzzy matching: search for partial titles
## Error Handling
**Forward References:**
- These are normal! Basic Memory links them automatically when target notes are created
- Inform users: "I've created forward references that will be linked when you create those notes"
Common issues to watch for:
**Sync Issues:**
- If information seems outdated, suggest `basic-memory sync`
- Use `recent_activity()` to check if content is current
1. **Missing Content**
```python
try:
content = await read_note("Document")
except:
# Try search instead
results = await search_notes("Document")
if results and results.primary_results:
# Found something similar
content = await read_note(results.primary_results[0].permalink)
```
2. **Forward References (Unresolved Relations)**
```python
response = await write_note(..., verbose=True)
# Check for forward references (unresolved relations)
forward_refs = []
for relation in response.get('relations', []):
if not relation.get('target_id'):
forward_refs.append(relation.get('to_name'))
if forward_refs:
# This is a feature, not an error! Inform the user about forward references
print(f"Note created with forward references to: {forward_refs}")
print("These will be automatically linked when those notes are created.")
# Optionally suggest creating those entities now
print("Would you like me to create any of these notes now to complete the connections?")
```
3. **Sync Issues**
```python
# If information seems outdated
activity = await recent_activity(timeframe="1 hour")
if not activity or not activity.primary_results:
print("It seems there haven't been recent updates. You might need to run 'basic-memory sync'.")
```
**Strict Mode for Edit/Move Operations:**
- `edit_note()` and `move_note()` require **exact identifiers** (no fuzzy matching for safety)
- If identifier not found: use `search_notes()` first to find the exact title/permalink
- Error messages will guide you to find correct identifiers
- Example workflow:
```
# ❌ This might fail if identifier isn't exact
edit_note("Meeting Note", "append", "content")
# ✅ Safe approach: search first, then use exact result
results = search_notes("meeting")
edit_note("Meeting Notes 2024", "append", "content") # Use exact title from search
```
## Best Practices
@@ -395,4 +427,5 @@ Common issues to watch for:
- Offer to create summaries of scattered information
- Suggest potential missing relations: "I notice this might relate to [topic], would you like me to add that connection?"
Built with ♥️ by Basic Machines
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---
title: CLI Reference
type: note
permalink: docs/cli-reference
---
# CLI Reference
Basic Memory provides command line tools for managing your knowledge base. This reference covers the available commands and their options.
## Core Commands
### sync
Keeps files and the knowledge graph in sync:
```bash
# Basic sync
basic-memory sync
# Watch for changes
basic-memory sync --watch
# Show detailed sync information
basic-memory sync --verbose
```
Options:
- `--watch`: Continuously monitor for changes
- `--verbose`: Show detailed output
### import
Imports external knowledge sources:
```bash
# Claude conversations
basic-memory import claude conversations
# Claude projects
basic-memory import claude projects
# ChatGPT history
basic-memory import chatgpt
# ChatGPT history
basic-memory import memory-json /path/to/memory.json
```
> **Note**: After importing, run `basic-memory sync` to index the new files.
### status
Shows system status information:
```bash
# Basic status check
basic-memory status
# Detailed status
basic-memory status --verbose
# JSON output
basic-memory status --json
```
### project
Create multiple projects to manage your knowledge.
```bash
# List all configured projects
basic-memory project list
# Add a new project
basic-memory project add work ~/work-basic-memory
# Set the default project
basic-memory project default work
# Remove a project (doesn't delete files)
basic-memory project remove personal
# Show current project
basic-memory project current
```
> Be sure to restart Claude Desktop after changing projects.
#### Using Projects in Commands
All commands support the `--project` flag to specify which project to use:
```bash
# Sync a specific project
basic-memory --project=work sync
# Run MCP server for a specific project
basic-memory --project=personal mcp
```
You can also set the `BASIC_MEMORY_PROJECT` environment variable:
```bash
BASIC_MEMORY_PROJECT=work basic-memory sync
```
### help
The full list of commands and help for each can be viewed with the `--help` argument.
```
✗ basic-memory --help
Usage: basic-memory [OPTIONS] COMMAND [ARGS]...
Basic Memory - Local-first personal knowledge management system.
╭─ Options ─────────────────────────────────────────────────────────────────────────────────╮
│ --project -p TEXT Specify which project to use │
│ [env var: BASIC_MEMORY_PROJECT] │
│ [default: None] │
│ --version -V Show version information and exit. │
│ --install-completion Install completion for the current shell. │
│ --show-completion Show completion for the current shell, to copy it or │
│ customize the installation. │
│ --help Show this message and exit. │
╰───────────────────────────────────────────────────────────────────────────────────────────╯
╭─ Commands ────────────────────────────────────────────────────────────────────────────────╮
│ sync Sync knowledge files with the database. │
│ status Show sync status between files and database. │
│ reset Reset database (drop all tables and recreate). │
│ mcp Run the MCP server for Claude Desktop integration. │
│ import Import data from various sources │
│ tool Direct access to MCP tools via CLI │
│ project Manage multiple Basic Memory projects │
╰───────────────────────────────────────────────────────────────────────────────────────────╯
```
## Initial Setup
```bash
# Install Basic Memory
uv install basic-memory
# First sync
basic-memory sync
# Start watching mode
basic-memory sync --watch
```
> **Important**: You need to install Basic Memory via `uv` or `pip` to use the command line tools, see [[Getting Started with Basic Memory#Installation]].
## Regular Usage
```bash
# Check status
basic-memory status
# Import new content
basic-memory import claude conversations
# Sync changes
basic-memory sync
# Sync changes continuously
basic-memory sync --watch
```
## Maintenance Tasks
```bash
# Check system status in detail
basic-memory status --verbose
# Full resync of all files
basic-memory sync
# Import updates to specific folder
basic-memory import claude conversations --folder new
```
## Using stdin with Basic Memory's `write_note` Tool
The `write-note` tool supports reading content from standard input (stdin), allowing for more flexible workflows when creating or updating notes in your Basic Memory knowledge base.
### Use Cases
This feature is particularly useful for:
1. **Piping output from other commands** directly into Basic Memory notes
2. **Creating notes with multi-line content** without having to escape quotes or special characters
3. **Integrating with AI assistants** like Claude Code that can generate content and pipe it to Basic Memory
4. **Processing text data** from files or other sources
### Basic Usage
#### Method 1: Using a Pipe
You can pipe content from another command into `write_note`:
```bash
# Pipe output of a command into a new note
echo "# My Note\n\nThis is a test note" | basic-memory tool write-note --title "Test Note" --folder "notes"
# Pipe output of a file into a new note
cat README.md | basic-memory tool write-note --title "Project README" --folder "documentation"
# Process text through other tools before saving as a note
cat data.txt | grep "important" | basic-memory tool write-note --title "Important Data" --folder "data"
```
#### Method 2: Using Heredoc Syntax
For multi-line content, you can use heredoc syntax:
```bash
# Create a note with heredoc
cat << EOF | basic-memory tool write_note --title "Project Ideas" --folder "projects"
# Project Ideas for Q2
## AI Integration
- Improve recommendation engine
- Add semantic search to product catalog
## Infrastructure
- Migrate to Kubernetes
- Implement CI/CD pipeline
EOF
```
#### Method 3: Input Redirection
You can redirect input from a file:
```bash
# Create a note from file content
basic-memory tool write-note --title "Meeting Notes" --folder "meetings" < meeting_notes.md
```
## Integration with Claude Code
This feature works well with Claude Code in the terminal:
### cli
In a Claude Code session, let Claude know he can use the basic-memory tools, then he can execute them via the cli:
```
⏺ Bash(echo "# Test Note from Claude\n\nThis is a test note created by Claude to test the stdin functionality." | basic-memory tool write-note --title "Claude Test Note" --folder "test" --tags "test" --tags "claude")…
  ⎿  # Created test/Claude Test Note.md (23e00eec)
permalink: test/claude-test-note
## Tags
- test, claude
```
### MCP
Claude code can also now use mcp tools, so it can use any of the basic-memory tool natively. To install basic-memory in Claude Code:
Run
```
claude mcp add basic-memory basic-memory mcp
```
For example:
```
➜ ~ claude mcp add basic-memory basic-memory mcp
Added stdio MCP server basic-memory with command: basic-memory mcp to project config
➜ ~ claude mcp list
basic-memory: basic-memory mcp
```
You can then use the `/mcp` command in the REPL:
```
/mcp
⎿ MCP Server Status
• basic-memory: connected
```
## Troubleshooting Common Issues
### Sync Conflicts
If you encounter a file changed during sync error:
1. Check the file referenced in the error message
2. Resolve any conflicts manually
3. Run sync again
### Import Errors
If import fails:
1. Check that the source file is in the correct format
2. Verify permissions on the target directory
3. Use --verbose flag for detailed error information
### Status Issues
If status shows problems:
1. Note any unresolved relations or warnings
2. Run a full sync to attempt automatic resolution
3. Check file permissions if database access errors occur
## Relations
- used_by [[Getting Started with Basic Memory]] (Installation instructions)
- complements [[User Guide]] (How to use Basic Memory)
- relates_to [[Introduction to Basic Memory]] (System overview)
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@@ -1,107 +0,0 @@
---
title: Canvas Visualizations
type: note
permalink: docs/canvas
tags:
- visualization
- mapping
- obsidian
---
# Canvas Visualizations
Basic Memory can create visual knowledge maps using Obsidian's Canvas feature. These visualizations help you understand relationships between concepts, map out processes, and visualize your knowledge structure.
## Creating Canvas Visualizations
Ask Claude to create a visualization by describing what you want to map:
```
You: "Create a canvas visualization of my project components and their relationships."
You: "Make a concept map showing the main themes from our discussion about climate change."
You: "Can you make a canvas diagram of the perfect pour over method?"
```
![[Canvas.png]]
## Types of Visualizations
Basic Memory can create several types of visual maps:
### Document Maps
Visualize connections between your notes and documents
### Concept Maps
Create visual representations of ideas and their relationships
### Process Diagrams
Map workflows, sequences, and procedures
### Thematic Analysis
Organize ideas around central themes
### Relationship Networks
Show how different entities relate to each other
## Visualization Sources
Claude can create visualizations based on:
### Documents in Your Knowledge Base
```
You: "Create a canvas showing the connections between my project planning documents"
```
### Conversation Content
```
You: "Make a canvas visualization of the main points we just discussed"
```
### Search Results
```
You: "Find all my notes about psychology and create a visual map of the concepts"
```
### Themes and Relationships
```
You: "Create a visual map showing how different philosophical schools relate to each other"
```
## Visualization Workflow
1. **Request a visualization** by describing what you want to see
2. **Claude creates the canvas file** in your Basic Memory directory
3. **Open the file in Obsidian** to view the visualization
4. **Refine the visualization** by asking Claude for adjustments:
```
You: "Could you reorganize the canvas to group related components together?"
You: "Please add more detail about the connection between these two concepts."
```
## Technical Details
Behind the scenes, Claude:
1. Creates a `.canvas` file in JSON format
2. Adds nodes for each concept or document
3. Creates edges to represent relationships
4. Sets positions for visual clarity
5. Includes any relevant metadata
The resulting file is fully compatible with Obsidian's Canvas feature and can be edited directly in Obsidian.
## Tips for Effective Visualizations
- **Be specific** about what you want to visualize
- **Specify the level of detail** you need
- **Mention the visualization type** you want (concept map, process flow, etc.)
- **Start simple** and ask for refinements
- **Provide context** about what documents or concepts to include
## Relations
- enhances [[Obsidian Integration]] (Using Basic Memory with Obsidian)
- visualizes [[Knowledge Format]] (The structure of your knowledge)
- complements [[User Guide]] (Ways to use Basic Memory)
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# Docker Setup Guide
Basic Memory can be run in Docker containers to provide a consistent, isolated environment for your knowledge management
system. This is particularly useful for integrating with existing Dockerized MCP servers or for deployment scenarios.
## Quick Start
### Option 1: Using Pre-built Images (Recommended)
Basic Memory provides pre-built Docker images on GitHub Container Registry that are automatically updated with each release.
1. **Use the official image directly:**
```bash
docker run -d \
--name basic-memory-server \
-p 8000:8000 \
-v /path/to/your/obsidian-vault:/app/data:rw \
-v basic-memory-config:/root/.basic-memory:rw \
ghcr.io/basicmachines-co/basic-memory:latest
```
2. **Or use Docker Compose with the pre-built image:**
```yaml
version: '3.8'
services:
basic-memory:
image: ghcr.io/basicmachines-co/basic-memory:latest
container_name: basic-memory-server
ports:
- "8000:8000"
volumes:
- /path/to/your/obsidian-vault:/app/data:rw
- basic-memory-config:/root/.basic-memory:rw
environment:
- BASIC_MEMORY_DEFAULT_PROJECT=main
restart: unless-stopped
```
### Option 2: Using Docker Compose (Building Locally)
1. **Clone the repository:**
```bash
git clone https://github.com/basicmachines-co/basic-memory.git
cd basic-memory
```
2. **Update the docker-compose.yml:**
Edit the volume mount to point to your Obsidian vault:
```yaml
volumes:
# Change './obsidian-vault' to your actual directory path
- /path/to/your/obsidian-vault:/app/data:rw
```
3. **Start the container:**
```bash
docker-compose up -d
```
### Option 3: Using Docker CLI
```bash
# Build the image
docker build -t basic-memory .
# Run with volume mounting
docker run -d \
--name basic-memory-server \
-v /path/to/your/obsidian-vault:/app/data:rw \
-v basic-memory-config:/root/.basic-memory:rw \
-e BASIC_MEMORY_DEFAULT_PROJECT=main \
basic-memory
```
## Configuration
### Volume Mounts
Basic Memory requires several volume mounts for proper operation:
1. **Knowledge Directory** (Required):
```yaml
- /path/to/your/obsidian-vault:/app/data:rw
```
Mount your Obsidian vault or knowledge base directory.
2. **Configuration and Database** (Recommended):
```yaml
- basic-memory-config:/root/.basic-memory:rw
```
Persistent storage for configuration and SQLite database.
You can edit the basic-memory config.json file located in the /root/.basic-memory/config.json after Basic Memory starts.
3. **Multiple Projects** (Optional):
```yaml
- /path/to/project1:/app/data/project1:rw
- /path/to/project2:/app/data/project2:rw
```
You can edit the basic-memory config.json file located in the /root/.basic-memory/config.json
## CLI Commands via Docker
You can run Basic Memory CLI commands inside the container using `docker exec`:
### Basic Commands
```bash
# Check status
docker exec basic-memory-server basic-memory status
# Sync files
docker exec basic-memory-server basic-memory sync
# Show help
docker exec basic-memory-server basic-memory --help
```
### Managing Projects with Volume Mounts
When using Docker volumes, you'll need to configure projects to point to your mounted directories:
1. **Check current configuration:**
```bash
docker exec basic-memory-server cat /root/.basic-memory/config.json
```
2. **Add a project for your mounted volume:**
```bash
# If you mounted /path/to/your/vault to /app/data
docker exec basic-memory-server basic-memory project create my-vault /app/data
# Set it as default
docker exec basic-memory-server basic-memory project set-default my-vault
```
3. **Sync the new project:**
```bash
docker exec basic-memory-server basic-memory sync
```
### Example: Setting up an Obsidian Vault
If you mounted your Obsidian vault like this in docker-compose.yml:
```yaml
volumes:
- /Users/yourname/Documents/ObsidianVault:/app/data:rw
```
Then configure it:
```bash
# Create project pointing to mounted vault
docker exec basic-memory-server basic-memory project create obsidian /app/data
# Set as default
docker exec basic-memory-server basic-memory project set-default obsidian
# Sync to index all files
docker exec basic-memory-server basic-memory sync
```
### Environment Variables
Configure Basic Memory using environment variables:
```yaml
environment:
# Default project
- BASIC_MEMORY_DEFAULT_PROJECT=main
# Enable real-time sync
- BASIC_MEMORY_SYNC_CHANGES=true
# Logging level
- BASIC_MEMORY_LOG_LEVEL=INFO
# Sync delay in milliseconds
- BASIC_MEMORY_SYNC_DELAY=1000
```
## File Permissions
### Linux/macOS
Ensure your knowledge directories have proper permissions:
```bash
# Make directories readable/writable
chmod -R 755 /path/to/your/obsidian-vault
# If using specific user/group
chown -R $USER:$USER /path/to/your/obsidian-vault
```
### Windows
When using Docker Desktop on Windows, ensure the directories are shared:
1. Open Docker Desktop
2. Go to Settings → Resources → File Sharing
3. Add your knowledge directory path
4. Apply & Restart
## Troubleshooting
### Common Issues
1. **File Watching Not Working:**
- Ensure volume mounts are read-write (`:rw`)
- Check directory permissions
- On Linux, may need to increase inotify limits:
```bash
echo fs.inotify.max_user_watches=524288 | sudo tee -a /etc/sysctl.conf
sudo sysctl -p
```
2. **Configuration Not Persisting:**
- Use named volumes for `/root/.basic-memory`
- Check volume mount permissions
3. **Network Connectivity:**
- For HTTP transport, ensure port 8000 is exposed
- Check firewall settings
### Debug Mode
Run with debug logging:
```yaml
environment:
- BASIC_MEMORY_LOG_LEVEL=DEBUG
```
View logs:
```bash
docker-compose logs -f basic-memory
```
## Security Considerations
1. **Docker Security:**
The container runs as root for simplicity. For production, consider additional security measures.
2. **Volume Permissions:**
Ensure mounted directories have appropriate permissions and don't expose sensitive data.
3. **Network Security:**
If using HTTP transport, consider using reverse proxy with SSL/TLS and authentication if the endpoint is available on
a network.
4. **IMPORTANT:** The HTTP endpoints have no authorization. They should not be exposed on a public network.
## Integration Examples
### Claude Desktop with Docker
The recommended way to connect Claude Desktop to the containerized Basic Memory is using `mcp-proxy`, which converts the HTTP transport to STDIO that Claude Desktop expects:
1. **Start the Docker container:**
```bash
docker-compose up -d
```
2. **Configure Claude Desktop** to use mcp-proxy:
```json
{
"mcpServers": {
"basic-memory": {
"command": "uvx",
"args": [
"mcp-proxy",
"http://localhost:8000/mcp"
]
}
}
}
```
## Support
For Docker-specific issues:
1. Check the [troubleshooting section](#troubleshooting) above
2. Review container logs: `docker-compose logs basic-memory`
3. Verify volume mounts: `docker inspect basic-memory-server`
4. Test file permissions: `docker exec basic-memory-server ls -la /root`
For general Basic Memory support, see the main [README](../README.md)
and [documentation](https://memory.basicmachines.co/).
## GitHub Container Registry Images
### Available Images
Pre-built Docker images are available on GitHub Container Registry at [`ghcr.io/basicmachines-co/basic-memory`](https://github.com/basicmachines-co/basic-memory/pkgs/container/basic-memory).
**Supported architectures:**
- `linux/amd64` (Intel/AMD x64)
- `linux/arm64` (ARM64, including Apple Silicon)
**Available tags:**
- `latest` - Latest stable release
- `v0.13.8`, `v0.13.7`, etc. - Specific version tags
- `v0.13`, `v0.12`, etc. - Major.minor tags
### Automated Builds
Docker images are automatically built and published when new releases are tagged:
1. **Release Process:** When a git tag matching `v*` (e.g., `v0.13.8`) is pushed, the CI workflow automatically:
- Builds multi-platform Docker images
- Pushes to GitHub Container Registry with appropriate tags
- Uses native GitHub integration for seamless publishing
2. **CI/CD Pipeline:** The Docker workflow includes:
- Multi-platform builds (AMD64 and ARM64)
- Layer caching for faster builds
- Automatic tagging with semantic versioning
- Security scanning and optimization
### Setup Requirements (For Maintainers)
GitHub Container Registry integration is automatic for this repository:
1. **No external setup required** - GHCR is natively integrated with GitHub
2. **Automatic permissions** - Uses `GITHUB_TOKEN` with `packages: write` permission
3. **Public by default** - Images are automatically public for public repositories
The Docker CI workflow (`.github/workflows/docker.yml`) handles everything automatically when version tags are pushed.
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---
title: Getting Started with Basic Memory
type: note
permalink: docs/getting-started
---
# Getting Started with Basic Memory
This guide will help you install Basic Memory, configure it with Claude Desktop, and create your first knowledge notes
through conversations.
Basic Memory uses the [Model Context Protocol](https://modelcontextprotocol.io/introduction) (MCP) to connect with LLMs.
It can be used with any service that supports the MCP, but Claude Desktop works especially well.
## Installation
### Prerequisites
The easiest way to install basic memory is via `uv`. See the [uv installation guide](https://docs.astral.sh/uv/getting-started/installation/).
### 1. Install Basic Memory
```bash
# Install with uv (recommended).
uv tool install basic-memory
# Or with pip
pip install basic-memory
```
> **Important**: You need to install Basic Memory using one of the commands above to use the command line tools.
Using `uv tool install` will install the basic-memory package in a standalone virtual environment. See the [UV docs](https://docs.astral.sh/uv/concepts/tools/) for more info.
### 2. Configure Claude Desktop
Edit your Claude Desktop config, located at `~/Library/Application Support/Claude/claude_desktop_config.json`:
```json
{
"mcpServers": {
"basic-memory": {
"command": "uvx",
"args": [
"basic-memory",
"mcp"
]
}
}
}
```
**Restart Claude Desktop**. You should see Basic Memory tools available in the "tools" menu in Claude Desktop (the little hammer icon in the bottom-right corner of the chat interface). Click it to view available tools.
#### Fix Path to uv
If you get an error that says `ENOENT` , this most likely means Claude Desktop could not find your `uv` installation. Make sure that you have `uv` installed per the instructions above, then:
**Step 1: Find the absolute path to uvx**
Open Terminal and run:
```bash
which uvx
```
This will show you the full path (e.g., `/Users/yourusername/.cargo/bin/uvx`).
**Step 2: Edit Claude Desktop Configuration**
Edit the Claude Desktop config:
```json
{
"mcpServers": {
"basic-memory": {
"command": "/absolute/path/to/uvx",
"args": [
"basic-memory",
"mcp"
]
}
}
}
```
Replace `/absolute/path/to/uvx` with the actual path you found in Step 1.
**Step 3: Restart Claude Desktop**
Close and reopen Claude Desktop for the changes to take effect.
### 3. Start the Sync Service
> Note the sync service is optional. You can run it if you want your local change to be available in Claude Desktop
Start the sync service to monitor your files for changes:
```bash
# One-time sync
basic-memory sync
# For continuous monitoring (recommended)
basic-memory sync --watch
```
The `--watch` flag enables automatic detection of file changes, updating your knowledge in real time.
### 4. Staying Updated
To update Basic Memory when new versions are released:
```bash
# Update with uv (recommended)
uv tool upgrade basic-memory
# Or with pip
pip install --upgrade basic-memory
```
> **Note**: After updating, you'll need to restart Claude Desktop and your sync process for changes to take effect.
### 5. Change the default project directory
By default, Basic Memory will create a project in the `basic-memory` folder in your home directory. You can change this via the `project` [[CLI Reference#project|cli command]].
```
# Add a new project
basic-memory project add work ~/work-basic-memory
# Set the default project
basic-memory project default work
# List all configured projects
basic-memory project list
```
## Troubleshooting Installation
### Common Issues
#### Claude Says "No Basic Memory Tools Available"
If Claude cannot find Basic Memory tools:
1. **Check absolute paths**: Ensure you're using complete absolute paths to uvx in the Claude Desktop configuration
2. **Verify installation**: Run `basic-memory --version` in Terminal to confirm Basic Memory is installed
3. **Restart applications**: Restart both Terminal and Claude Desktop after making configuration changes
4. **Check sync status**: Ensure `basic-memory sync --watch` is running
#### Permission Issues
If you encounter permission errors:
1. Check that Basic Memory has access to create files in your home directory
2. Ensure Claude Desktop has permission to execute the uvx command
## Creating Your First Knowledge Note
1. **Open Claude Desktop** and start a new conversation.
2. **Have a natural conversation** about any topic:
```
You: "Let's talk about coffee brewing methods I've been experimenting with."
Claude: "I'd be happy to discuss coffee brewing methods..."
You: "I've found that pour over gives more flavor clarity than French press..."
```
3. **Ask Claude to create a note**:
```
You: "Could you create a note summarizing what we've discussed about coffee brewing?"
```
4. **Confirm note creation**:
Claude will confirm when the note has been created and where it's stored.
5. **View the created file** in your `~/basic-memory` directory using any text editor or Obsidian.
The file structure will look similar to:
```markdown
---
title: Coffee Brewing Methods
permalink: coffee-brewing-methods
---
# Coffee Brewing Methods
## Observations
- [method] Pour over provides more clarity...
- [technique] Water temperature at 205°F...
## Relations
- relates_to [[Other Coffee Topics]]
```
5. **Start the sync process** in a Terminal window (optional):
```bash
basic-memory sync --watch
```
Keep this running in the background.
## Using Special Prompts
Basic Memory includes special prompts that help you start conversations with context from your knowledge base:
### Continue Conversation
To resume a previous topic:
```
You: "Let's continue our conversation about coffee brewing."
```
This prompt triggers Claude to:
1. Search your knowledge base for relevant content about coffee brewing
2. Build context from these documents
3. Resume the conversation with full awareness of previous discussions
### Recent Activity
To see what you've been working on:
```
You: "What have we been discussing recently?"
```
This prompt causes Claude to:
1. Retrieve documents modified in the recent past
2. Summarize the topics and main points
3. Offer to continue any of those discussions
### Search
To find specific information:
```
You: "Find information about pour over coffee methods."
```
Claude will:
1. Search your knowledge base for relevant documents
2. Summarize the key findings
3. Offer to explore specific documents in more detail
See [[User Guide#Using Special Prompts]] for further information.
## Using Your Knowledge Base
### Referencing Knowledge
In future conversations, reference your existing knowledge:
```
You: "What water temperature did we decide was optimal for coffee brewing?"
```
Or directly reference notes using memory:// URLs:
```
You: "Take a look at memory://coffee-brewing-methods and let's discuss how to improve my technique."
```
### Building On Previous Knowledge
Basic Memory enables continuous knowledge building:
1. **Reference previous discussions** in new conversations
2. **Add to existing notes** through conversations
3. **Create connections** between related topics
4. **Follow relationships** to build comprehensive context
## Importing Existing Conversations
Import your existing AI conversations:
```bash
# From Claude
basic-memory import claude conversations
# From ChatGPT
basic-memory import chatgpt
```
After importing, run `basic-memory sync` to index everything.
## Quick Tips
- Keep `basic-memory sync --watch` running in a terminal window
- Use special prompts (Continue Conversation, Recent Activity, Search) to start contextual discussions
- Build connections between notes for a richer knowledge graph
- Use direct memory:// URLs when you need precise context
- Use git to version control your knowledge base
- Review and edit AI-generated notes for accuracy
## Next Steps
After getting started, explore these areas:
1. **Read the [[User Guide]]** for comprehensive usage instructions
2. **Understand the [[Knowledge Format]]** to learn how knowledge is structured
3. **Set up [[Obsidian Integration]]** for visual knowledge navigation
4. **Learn about [[Canvas]]** visualizations for mapping concepts
5. **Review the [[CLI Reference]]** for command line tools
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---
title: Knowledge Format
type: note
permalink: docs/knowledge-format
tags:
- architecture
- patterns
- knowledge
- design
---
# Knowledge Format
Basic Memory uses standard Markdown with simple semantic patterns to create a knowledge graph. This document details the file structure and patterns used to organize knowledge.
## File-First Architecture
All knowledge in Basic Memory is stored in plain text Markdown files:
- Files are the source of truth for all knowledge
- Changes to files automatically update the knowledge graph
- You maintain complete ownership and control
- Files work with git and other version control systems
- Knowledge persists independently of any AI conversation
## Core Document Structure
Every document uses this basic structure:
```markdown
---
title: Document Title
type: note
tags: [tag1, tag2]
permalink: custom-path
---
# Document Title
Regular markdown content...
## Observations
- [category] Content with #tags (optional context)
## Relations
- relation_type [[Other Document]] (optional context)
```
### Frontmatter
The YAML frontmatter at the top of each file defines essential metadata:
```yaml
---
title: Document Title # Used for linking and references
type: note # Document type
tags: [tag1, tag2] # For organization and searching
permalink: custom-link # Optional custom URL path
---
```
The title is particularly important as it's used to create links between documents.
### Observations
Observations are facts or statements about a topic:
```markdown
## Observations
- [tech] Uses SQLite for storage #database
- [design] Follows local-first architecture #architecture
- [decision] Selected bcrypt for passwords #security (Based on audit)
```
Each observation contains:
- **Category** in [brackets] - classifies the information type
- **Content text** - the main information
- Optional **#tags** - additional categorization
- Optional **(context)** - supporting details
Common categories include:
- `[tech]`: Technical details
- `[design]`: Architecture decisions
- `[feature]`: User capabilities
- `[decision]`: Choices that were made
- `[principle]`: Fundamental concepts
- `[method]`: Approaches or techniques
- `[preference]`: Personal opinions
### Relations
Relations connect documents to form the knowledge graph:
```markdown
## Relations
- implements [[Search Design]]
- depends_on [[Database Schema]]
- relates_to [[User Interface]]
```
You can also create inline references:
```markdown
This builds on [[Core Design]] and uses [[Utility Functions]].
```
Common relation types include:
- `implements`: Implementation of a specification
- `depends_on`: Required dependency
- `relates_to`: General connection
- `inspired_by`: Source of ideas
- `extends`: Enhancement
- `part_of`: Component relationship
- `contains`: Hierarchical relationship
- `pairs_with`: Complementary relationship
## Knowledge Graph
Basic Memory automatically builds a knowledge graph from your document connections:
- Each document becomes a node in the graph
- Relations create edges between nodes
- Relation types add semantic meaning to connections
- Forward references can link to documents that don't exist yet
This graph enables rich context building and navigation across your knowledge base.
## Permalinks and memory:// URLs
Every document in Basic Memory has a unique permalink that serves as its stable identifier:
### How Permalinks Work
- **Automatically assigned**: The system generates a permalink for each document
- **Based on title**: By default, derived from the document title
- **Always unique**: If conflicts exist, the system adds a suffix to ensure uniqueness
- **Stable reference**: Remains the same even if the file moves in the directory structure
- **Used in memory:// URLs**: Forms the basis of the memory:// addressing scheme
You can specify a custom permalink in the frontmatter:
```yaml
---
title: Authentication Approaches
permalink: auth-approaches-2024
---
```
If not specified, one will be generated automatically from the title.
### Using memory:// URLs
The memory:// URL scheme provides a reliable way to reference knowledge:
```
memory://auth-approaches-2024 # Direct access by permalink
memory://Authentication Approaches # Access by title (automatically resolves)
memory://project/auth-approaches # Access by path
```
Memory URLs support pattern matching for more powerful queries:
```
memory://auth* # All documents with permalinks starting with "auth"
memory://*/approaches # All documents with permalinks ending with "approaches"
memory://project/*/requirements # All requirements documents in the project folder
memory://docs/search/implements/* # Follow all implements relations from search docs
```
This addressing scheme ensures content remains accessible even as your knowledge base evolves and files are reorganized.
## File Organization
Organize files in any structure that suits your needs:
```
docs/
architecture/
design.md
patterns.md
features/
search.md
auth.md
```
You can:
- Group by topic in folders
- Use a flat structure with descriptive filenames
- Tag files for easier discovery
- Add custom metadata in frontmatter
The system will build the semantic knowledge graph regardless of how you organize your files.
## Relations
- implemented_by [[User Guide]] (How to work with this format)
- relates_to [[Getting Started with Basic Memory]] (Setup instructions)
- explained_in [[Introduction to Basic Memory]] (Overview of the system)
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---
title: Obsidian Integration
type: note
permalink: docs/obsidian-integration
---
# Obsidian Integration
Basic Memory integrates seamlessly with [Obsidian](https://obsidian.md), providing powerful visualization and navigation capabilities for your knowledge graph.
## Setup
### Creating an Obsidian Vault
1. Download and install [Obsidian](https://obsidian.md)
2. Create a new vault
3. Point it to your Basic Memory directory (~/basic-memory by default)
4. Enable core plugins like Graph View, Backlinks, and Tags
## Visualization Features
### Graph View
Obsidian's Graph View provides a visual representation of your knowledge network:
- Each document appears as a node
- Relations appear as connections between nodes
- Colors can be customized to distinguish types
- Filters let you focus on specific aspects
- Local graphs show connections for individual documents
### Backlinks
Obsidian automatically tracks references between documents:
- View all documents that reference the current one
- See the exact context of each reference
- Navigate easily through connections
- Track how concepts relate to each other
### Tag Explorer
Use tags to organize and filter content:
- View all tags in your knowledge base
- See how many documents use each tag
- Filter documents by tag combinations
- Create hierarchical tag structures
## Knowledge Elements
Basic Memory's knowledge format works natively with Obsidian:
### Wiki Links
```markdown
## Relations
- implements [[Search Design]]
- depends_on [[Database Schema]]
```
These display as clickable links in Obsidian and appear in the graph view.
### Observations with Tags
```markdown
## Observations
- [tech] Using SQLite #database
- [design] Local-first #architecture
```
Tags become searchable and filterable in Obsidian's tag pane.
### Frontmatter
```yaml
---
title: Document Title
type: note
tags: [search, design]
---
```
Frontmatter provides metadata for Obsidian to use in search and filtering.
## Canvas Integration
Basic Memory can create [Obsidian Canvas](https://obsidian.md/canvas) files:
1. Ask Claude to create a visualization:
```
You: "Create a canvas showing the structure of our project components."
```
2. Claude generates a .canvas file in your knowledge base
3. Open the file in Obsidian to view and edit the visual representation
4. Canvas files maintain references to your documents
## Recommended Plugins
These Obsidian plugins work especially well with Basic Memory:
- **Dataview**: Query your knowledge base programmatically
- **Kanban**: Organize tasks from knowledge files
- **Calendar**: View and navigate temporal knowledge
- **Templates**: Create consistent knowledge structures
## Workflow Suggestions
### Daily Notes
```markdown
# 2024-01-21
## Progress
- Updated [[Search Design]]
- Fixed [[Bug Report 123]]
## Notes
- [idea] Better indexing #enhancement
- [todo] Update docs #documentation
## Links
- relates_to [[Current Sprint]]
- updates [[Project Status]]
```
### Project Tracking
```markdown
# Current Sprint
## Tasks
- [ ] Update [[Search]]
- [ ] Fix [[Auth Bug]]
## Tags
#sprint #planning #current
```
## Relations
- enhances [[Introduction to Basic Memory]] (Overview of system)
- relates_to [[Canvas]] (Visual knowledge mapping)
- complements [[User Guide]] (Using Basic Memory)
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---
title: Technical Information
type: note
permalink: docs/technical-information
---
# Technical Information
This document provides technical details about Basic Memory's implementation, licensing, and integration with the Model Context Protocol (MCP).
## Architecture
Basic Memory consists of:
1. **Core Knowledge Engine**: Parses and indexes Markdown files
2. **SQLite Database**: Provides fast querying and search
3. **MCP Server**: Implements the Model Context Protocol
4. **CLI Tools**: Command-line utilities for management
5. **Sync Service**: Monitors file changes and updates the database
The system follows a file-first architecture where all knowledge is represented in standard Markdown files and the database serves as a secondary index.
## Model Context Protocol (MCP)
Basic Memory implements the [Model Context Protocol](https://github.com/modelcontextprotocol/spec), an open standard for enabling AI models to access external tools:
- **Standardized Interface**: Common protocol for tool integration
- **Tool Registration**: Basic Memory registers as a tool provider
- **Asynchronous Communication**: Enables efficient interaction with AI models
- **Standardized Schema**: Structured data exchange format
Integration with Claude Desktop uses the MCP to grant Claude access to your knowledge base through a set of specialized tools that search, read, and write knowledge.
## Licensing
Basic Memory is licensed under the [GNU Affero General Public License v3.0 (AGPL-3.0)](https://www.gnu.org/licenses/agpl-3.0.en.html):
- **Free Software**: You can use, study, share, and modify the software
- **Copyleft**: Derivative works must be distributed under the same license
- **Network Use**: Network users must be able to receive the source code
- **Commercial Use**: Allowed, subject to license requirements
The AGPL license ensures Basic Memory remains open source while protecting against proprietary forks.
## Source Code
Basic Memory is developed as an open-source project:
- **GitHub Repository**: [https://github.com/basicmachines-co/basic-memory](https://github.com/basicmachines-co/basic-memory)
- **Issue Tracker**: Report bugs and request features on GitHub
- **Contributions**: Pull requests are welcome following the contributing guidelines
- **Documentation**: Source for this documentation is also available in the repository
## Data Storage and Privacy
Basic Memory is designed with privacy as a core principle:
- **Local-First**: All data remains on your local machine
- **No Cloud Dependency**: No remote servers or accounts required
- **Telemetry**: Optional and disabled by default
- **Standard Formats**: All data is stored in standard file formats you control
## Implementation Details
Knowledge in Basic Memory is organized as a semantic graph:
1. **Entities** - Distinct concepts represented by Markdown documents
2. **Observations** - Categorized facts and information about entities
3. **Relations** - Connections between entities that form the knowledge graph
This structure emerges from simple text patterns in standard Markdown:
```markdown
---
title: Coffee Brewing Methods
type: note
permalink: coffee/coffee-brewing-methods
tags:
- '#coffee'
- '#brewing'
- '#methods'
- '#demo'
---
# Coffee Brewing Methods
An exploration of different coffee brewing techniques, their characteristics, and how they affect flavor extraction.
## Overview
Coffee brewing is both an art and a science. Different brewing methods extract different compounds from coffee beans,
resulting in unique flavor profiles, body, and mouthfeel. The key variables in any brewing method are:
- Grind size
- Water temperature
- Brew time
- Coffee-to-water ratio
- Agitation/turbulence
## Observations
- [principle] Coffee extraction follows a predictable pattern: acids extract first, then sugars, then bitter compounds
#extraction
- [method] Pour over methods generally produce cleaner, brighter cups with more distinct flavor notes #clarity
## Relations
- requires [[Proper Grinding Technique]]
- affects [[Flavor Extraction]]
```
Becomes
```json
{
"entities": [
{
"permalink": "coffee/coffee-brewing-methods",
"title": "Coffee Brewing Methods",
"file_path": "Coffee Notes/Coffee Brewing Methods.md",
"entity_type": "note",
"entity_metadata": {
"title": "Coffee Brewing Methods",
"type": "note",
"permalink": "coffee/coffee-brewing-methods",
"tags": "['#coffee', '#brewing', '#methods', '#demo']"
},
"checksum": "bfa32a0f23fa124b53f0694c344d2788b0ce50bd090b55b6d738401d2a349e4c",
"content_type": "text/markdown",
"observations": [
{
"category": "principle",
"content": "Coffee extraction follows a predictable pattern: acids extract first, then sugars, then bitter compounds #extraction",
"tags": [
"extraction"
],
"permalink": "coffee/coffee-brewing-methods/observations/principle/coffee-extraction-follows-a-predictable-pattern-acids-extract-first-then-sugars-then-bitter-compounds-extraction"
},
{
"category": "method",
"content": "Pour over methods generally produce cleaner, brighter cups with more distinct flavor notes #clarity",
"tags": [
"clarity"
],
"permalink": "coffee/coffee-brewing-methods/observations/method/pour-over-methods-generally-produce-cleaner-brighter-cups-with-more-distinct-flavor-notes-clarity"
}
],
"relations": [
{
"from_id": "coffee/coffee-bean-origins",
"to_id": "coffee/coffee-brewing-methods",
"relation_type": "pairs_with",
"permalink": "coffee/coffee-bean-origins/pairs-with/coffee/coffee-brewing-methods",
"to_name": "Coffee Brewing Methods"
},
{
"from_id": "coffee/flavor-extraction",
"to_id": "coffee/coffee-brewing-methods",
"relation_type": "affected_by",
"permalink": "coffee/flavor-extraction/affected-by/coffee/coffee-brewing-methods",
"to_name": "Coffee Brewing Methods"
}
],
"created_at": "2025-03-06T14:01:23.445071",
"updated_at": "2025-03-06T13:34:48.563606"
}
]
}
```
Basic Memory understands how to build context via its semantic graph.
### Entity Model
Basic Memory's core data model consists of:
- **Entities**: Documents in your knowledge base
- **Observations**: Facts or statements about entities
- **Relations**: Connections between entities
- **Tags**: Additional categorization for entities and observations
The system parses Markdown files to extract this structured information while preserving the human-readable format.
### Files as Source of Truth
Plain Markdown files store all knowledge, making it accessible with any text editor and easy to version with git.
```mermaid
flowchart TD
User((User)) <--> |Conversation| Claude["Claude or other LLM"]
Claude <-->|API Calls| BMCP["Basic Memory MCP Server"]
subgraph "Local Storage"
KnowledgeFiles["Markdown Files - Source of Truth"]
KnowledgeIndex[(Knowledge Graph SQLite Index)]
end
BMCP <-->|"write_note() read_note()"| KnowledgeFiles
BMCP <-->|"search_notes() build_context()"| KnowledgeIndex
KnowledgeFiles <-.->|Sync Process| KnowledgeIndex
KnowledgeFiles <-->|Direct Editing| Editors((Text Editors & Git))
User -.->|"Complete control, Privacy preserved"| KnowledgeFiles
class Claude primary
class BMCP secondary
class KnowledgeFiles tertiary
class KnowledgeIndex quaternary
class User,Editors user`;
```
### Sqlite Database
A local SQLite database maintains the knowledge graph topology for fast queries and semantic traversal without cloud dependencies. It contains:
- db tables for the knowledge graph schema
- a search index table enabling full text search across the knowledge base
### Sync Process
The sync process:
1. Detects changes to files in the knowledge directory
2. Parses modified files to extract structured data
3. Updates the SQLite database with changes
4. Resolves forward references when new entities are created
5. Updates the search index for fast querying
### Search Engine
The search functionality:
1. Uses a combination of full-text search and semantic matching
2. Indexes observations, relations, and content
3. Supports wildcards and pattern matching in memory:// URLs
4. Traverses the knowledge graph to follow relationships
5. Ranks results by relevance to the query
## Relations
- relates_to [[Welcome to Basic memory]] (Overview)
- relates_to [[CLI Reference]] (Command line tools)
- implements [[Knowledge Format]] (File structure and format)
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---
title: User Guide
type: note
permalink: docs/user-guide
---
# User Guide
This guide explains how to effectively use Basic Memory in your daily workflow, from creating knowledge through
conversations to building a rich semantic network.
## Basic Memory Workflow
Using Basic Memory follows a natural cycle:
1. **Have conversations** with AI assistants like Claude
2. **Capture knowledge** in Markdown files
3. **Build connections** between pieces of knowledge
4. **Reference your knowledge** in future conversations
5. **Edit files directly** when needed
6. **Sync changes** automatically
## Creating Knowledge
### Through Conversations
To create knowledge during conversations with Claude:
```
You: We've covered several authentication approaches. Could you create a note summarizing what we've discussed?
Claude: I'll create a note summarizing our authentication discussion.
```
This creates a Markdown file in your `~/basic-memory` directory with semantic markup.
### Direct File Creation
You can create files directly:
1. Create a new Markdown file in your `~/basic-memory` directory
2. Add frontmatter with title, type, and optional tags
3. Structure content with observations and relations
4. Save the file
5. Run `basic-memory sync` if not in watch mode
## Using Special Prompts
Basic Memory includes several special prompts that help you leverage your knowledge base more effectively. In apps like
Claude Desktop, these prompts trigger specific tools to search and analyze your knowledge base.
### Continue Conversation
When you want to pick up where you left off on a topic:
```
You: Let's continue our conversation about authentication systems.
```
Behind the scenes:
- Claude searches your knowledge base for content about "authentication systems"
- It retrieves relevant documents and their relations
- It analyzes the context to understand where you left off
- It builds a comprehensive picture of what you've previously discussed
- It can then resume the conversation with all that context
This is particularly useful when:
- Starting a new session days or weeks after your last discussion
- Switching between multiple ongoing projects
- Building on previous work without repeating yourself
### Recent Activity
To get an overview of what you've been working on:
```
You: What have we been discussing recently?
```
Behind the scenes:
- Claude retrieves documents modified recently
- It analyzes patterns and themes
- It summarizes the key topics and changes
- It offers to continue working on any of those topics
This is useful for:
- Coming back after a break
- Getting a quick reminder of ongoing projects
- Deciding what to work on next
### Search
To find specific information in your knowledge base:
```
You: Find information about JWT authentication in my notes.
```
Behind the scenes:
- Claude performs a semantic search for "JWT authentication"
- It retrieves and ranks the most relevant documents
- It summarizes the key findings
- It offers to explore specific areas in more detail
This is useful for:
- Finding specific information quickly
- Exploring what you know about a topic
- Starting work on an existing topic
### Example
Choose "Continue Conversation"
![[prompt 1.png|500]]
Enter a topic
![[prompt2.png|500]]
Give instructions
![[prompt3.png|500]]
Claude Desktop lets you send a prompt to provide context. You can use this at the beginning of a chat to preload context
without needing to copy paste all the time. By using one of the supplied prompts, Basic Memory will search the knowledge
base and give the AI instructions for how to build context.
Choose "Continue Conversation":
![[prompt 1.png|500]]
Enter a topic:
![[prompt2.png|500]]
Give optional additional instructions:
![[prompt3.png|500]]
Claude can build context from the supplied topic. This works independently of Claude Project information. All the
context comes from your local knowledge base.
![[prompt4.png|500]]
## Searching Your Knowledge Base
Basic Memory provides multiple ways to search and explore your knowledge base:
### Natural Language Search
The simplest way to search is to ask Claude directly:
```
You: What do I know about authentication methods?
```
Claude will search your knowledge base semantically and return relevant information.
### Search Prompt
Use the dedicated search prompt for more focused searches:
```
You: Search for "JWT authentication"
```
This triggers a specialized search that returns precise results with document titles, relevant excerpts, and offers to
explore specific documents.
### Boolean Search
For more precise searches, use boolean operators to refine your queries:
```
You: Search for "authentication AND OAuth NOT basic"
```
Basic Memory supports standard boolean operators:
- **AND**: Find documents containing both terms
```
You: Search for "python AND flask"
```
This finds documents containing both "python" and "flask"
- **OR**: Find documents containing either term
```
You: Search for "python OR javascript"
```
This finds documents containing either "python" or "javascript"
- **NOT**: Exclude documents containing specific terms
```
You: Search for "python NOT django"
```
This finds documents containing "python" but excludes those containing "django"
- **Grouping with parentheses**: Control operator precedence
```
You: Search for "(python OR javascript) AND web"
```
This finds documents about web development that mention either Python or JavaScript
Boolean search is particularly useful for:
- Narrowing down results in large knowledge bases
- Finding specific combinations of concepts
- Excluding irrelevant content from search results
- Creating complex queries for precise information retrieval
### Memory URL Pattern Matching
For advanced searches, use memory:// URL patterns with wildcards:
```
You: Look at memory://auth* and summarize all authentication approaches.
```
Pattern matching supports:
- **Wildcards**: `memory://auth*` matches all permalinks starting with "auth"
- **Path patterns**: `memory://project/*/auth` matches auth documents in any project subfolder
- **Relation traversal**: `memory://auth-system/implements/*` finds all documents that implement the auth system
### Combining Search with Context Building
The most powerful searches build comprehensive context by following relationships:
```
You: Search for JWT authentication and then follow all implementation relations.
```
This builds a complete picture by:
1. Finding documents about JWT authentication
2. Following implementation relationships from those documents
3. Building a complete picture of how JWT is implemented across your system
### Search Best Practices
For effective searching:
1. **Be specific** with search terms and phrases
2. **Use boolean operators** to refine searches and find precise information
3. **Use technical terms** when searching for technical content
4. **Follow up** on search results by asking for more details about specific documents
5. **Combine approaches** by starting with search and then using memory:// URLs for precision
6. **Use relation traversal** to explore connected concepts after finding initial documents
## Referencing Knowledge
### Using memory:// URLs
Reference specific knowledge directly:
```
You: Please look at memory://authentication-approaches and suggest which approach would be best for our mobile app.
```
### Natural Language References
Reference knowledge conversationally:
```
You: What did we decide about authentication for the project?
```
### Advanced References
Follow connections across your knowledge graph:
```
You: Look at memory://project-architecture and check related documents to give me a complete picture.
```
## Working with Files
### File Location and Organization
By default, Basic Memory stores files in `~/basic-memory`:
- Browse this directory in your file explorer
- Organize files into subfolders
- Use git for version control
### File Format
Each knowledge file follows this structure:
```markdown
---
title: Authentication Approaches
type: note
tags: [security, architecture]
permalink: authentication-approaches
---
# Authentication Approaches
A comparison of authentication methods.
## Observations
- [approach] JWT provides stateless authentication #security
- [limitation] Session tokens require server-side storage #infrastructure
## Relations
- implements [[Security Requirements]]
- affects [[User Login Flow]]
```
### Editing Files
Modify files in any text editor:
1. Open the file in your preferred editor
2. Make changes to content, observations, or relations
3. Save the file
4. Basic Memory detects changes automatically when running in watch mode
## Building a Knowledge Graph
The value of Basic Memory comes from connections between pieces of knowledge.
### Creating Relations
When creating or editing notes, build connections:
```markdown
## Relations
- implements [[Security Requirements]]
- depends_on [[User Authentication]]
```
Relations can be:
- Hierarchical (part_of, contains)
- Directional (implements, depends_on)
- Associative (relates_to, similar_to)
- Temporal (precedes, follows)
Relations are also created via regular wiki-link style links within the body text.
### Forward References
Reference documents that don't exist yet:
```markdown
- will_impact [[Future Feature]]
```
These references resolve automatically when you create the referenced document.
## Conversation Continuity
Basic Memory maintains context across different conversations.
### Starting New Sessions with Context
When starting a new conversation with Claude, you can:
1. **Use special prompts** like "Continue conversation about..." or "What were we working on?"
2. **Reference specific documents** with memory:// URLs
3. **Ask about recent work** with "What have we been discussing recently?"
4. **Search for specific topics** with "Find information about..."
### Long-Term Projects
Maintain context for complex projects over time:
1. **Document key decisions** as you make them
2. **Create relationships** between project components
3. **Reference past decisions** when implementing features
4. **Update documentation** as the project evolves
### Tips for Effective Continuity
1. **Be specific about topics** when continuing a conversation
2. **Reference documents directly** with memory:// URLs for precision
3. **Create summary notes** after important discussions
4. **Update existing notes** rather than creating duplicates
5. **Build robust connections** between related topics
## Advanced Features
### Importing External Knowledge
Import existing conversations:
```bash
# From Claude
basic-memory import claude conversations
# From ChatGPT
basic-memory import chatgpt
```
After importing, run `basic-memory sync` to index everything.
### Obsidian Integration
Use with [Obsidian](https://obsidian.md):
1. Point Obsidian to your `~/basic-memory` directory
2. Use Obsidian's graph view to visualize your knowledge network
3. All changes sync back to Basic Memory
### Canvas Visualizations
Create visual knowledge maps:
```
You: Could you create a canvas visualization of our project components?
```
This generates an Obsidian canvas file showing the relationships between concepts.
### Advanced Memory URI Patterns
Use wildcards and patterns:
```
You: Review memory://project/*/requirements to summarize all project requirements.
```
## Command Line Interface
### Sync Commands
```bash
# One-time sync
basic-memory sync
# Watch for changes
basic-memory sync --watch
```
### Status and Information
```bash
# Check system status
basic-memory status
# View CLI help
basic-memory --help
```
### Import Commands
```bash
# Import from Claude
basic-memory import claude conversations
# Import from ChatGPT
basic-memory import chatgpt
```
## Multiple Projects
Basic Memory supports managing multiple separate knowledge bases through projects. This feature allows you to maintain
separate knowledge graphs for different purposes (e.g., personal notes, work projects, research topics).
Basic Memory keeps a list of projects in a config file: ` ~/.basic-memory/config.json`
### Managing Projects
```bash
# List all configured projects
basic-memory project list
# Add a new project
basic-memory project add work ~/work-basic-memory
# Set the default project
basic-memory project default work
# Remove a project (doesn't delete files)
basic-memory project remove personal
# Show current project
basic-memory project current
```
### Using Projects in Commands
All commands support the `--project` flag to specify which project to use:
```bash
# Sync a specific project
basic-memory --project=work sync
# Run MCP server for a specific project
basic-memory --project=personal mcp
```
You can also set the `BASIC_MEMORY_PROJECT` environment variable:
```bash
BASIC_MEMORY_PROJECT=work basic-memory sync
```
### Project Isolation
Each project maintains:
- Its own collection of markdown files in the specified directory
- A separate SQLite database for that project
- Complete knowledge graph isolation from other projects
## Workflow Tips
1. Run sync in watch mode for automatic updates
2. Use git for version control of your knowledge base
3. Review and edit AI-created content for accuracy
4. Periodically organize and refine your knowledge structure
5. Build rich connections between related ideas
6. Use forward references to plan future documentation
7. Start conversations with special prompts to leverage existing knowledge
## Troubleshooting
### Sync Issues
If changes aren't showing up:
1. Verify `basic-memory sync --watch` is running
2. Run `basic-memory status` to check system state
3. Try a manual sync with `basic-memory sync`
### Missing Content
If content isn't found:
1. Check the exact path and permalink
2. Try searching with more general terms
3. Verify the file exists in your knowledge base
### Relation Problems
If relations aren't working:
1. Ensure exact title matching in [[WikiLinks]]
2. Check for typos in relation types
3. Verify both documents exist
## Relations
- implements [[Knowledge Format]] (How knowledge is structured)
- relates_to [[Getting Started with Basic Memory]] (Setup and first steps)
- relates_to [[Canvas]] (Creating visual knowledge maps)
- relates_to [[CLI Reference]] (Command line tools)
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---
title: Introduction to Basic Memory
type: docs
permalink: docs/introduction
tags:
- documentation
- index
- overview
---
# BASIC MEMORY
Basic Memory is a knowledge management system that allows you to build a persistent semantic graph from conversations
with AI assistants. All knowledge is stored in standard Markdown files on your computer, giving you full control and
ownership of your data.
Basic Memory connects you and AI assistants through shared knowledge:
1. **Captures knowledge** from natural conversations with AI assistants
2. **Structures information** using simple semantic patterns in Markdown
3. **Enables knowledge reuse** across different conversations and sessions
4. **Maintains persistence** through local files you control completely
Both you and AI assistants like Claude can read from and write to the same knowledge base, creating a continuous
learning environment where each conversation builds upon previous ones.
## Pick up your conversation right where you left off
- AI assistants can load context from local files in a new conversation
- Notes are saved locally as Markdown files in real time
- No project knowledge or special prompting required
![[Claude-Obsidian-Demo.mp4]]
Basic Memory uses:
- **Files as the source of truth** - Everything is stored in plain Markdown files
- **Git-compatible storage** - All knowledge can be versioned, branched, and merged
- **Local SQLite database** - For fast indexing and searching only (not primary storage)
- **Model Context Protocol (MCP)** - For seamless AI assistant integration
Basic Memory gives you complete control over your knowledge:
- **Local-first storage** - All knowledge lives on your computer
- **Standard file formats** - Plain Markdown compatible with any editor
- **Directory organization** - Knowledge stored in `~/basic-memory` by default
- **Version control ready** - Use git for history, branching, and collaboration
- **Edit anywhere** - Modify files with any text editor or Obsidian
Changes to files automatically sync with the knowledge graph, and AI assistants can see your edits in conversations.
## Documentation Map
Continue exploring Basic Memory with these guides:
- Installation and setup [[Getting Started with Basic Memory]]
- Comprehensive usage instructions [[User Guide]]
- Detailed explanation of knowledge structure [[Knowledge Format]]
- Obsidian integration guide [[Obsidian Integration]]
- Canvas visualization guide [[Canvas]]
- Command line tool reference [[CLI Reference]]
- Reference for AI assistants using Basic Memory [[AI Assistant Guide]]
- Technical implementation details [[Technical Information]]
## Next Steps
Start with the [[Getting Started with Basic Memory]] guide to install Basic Memory and configure it with your AI
assistant.
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/*
THIS IS A GENERATED/BUNDLED FILE BY ESBUILD
if you want to view the source, please visit the github repository of this plugin
*/
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---
title: Brewing Equipment
type: note
permalink: coffee/brewing-equipment
tags:
- '#coffee'
- '#equipment'
- '#gear'
- '#brewing'
- '#demo'
---
# Brewing Equipment
Essential tools and equipment for brewing coffee, their characteristics, and how they affect the brewing process.
## Overview
The equipment used to brew coffee plays a crucial role in determining the final cup quality. From grinders to brewers to kettles, each piece of equipment contributes to different aspects of the brewing process.
## Observations
- [principle] Equipment quality often has a bigger impact on consistency than on absolute quality potential #quality
- [principle] Good grind consistency is the most important technical factor in extraction quality #grind
- [investment] A good burr grinder is often the most important investment for improving home coffee #gear
- [technique] Equipment maintenance and cleaning significantly impact flavor consistency over time #maintenance
## Grinders
- [equipment] Burr grinders crush beans between two abrasive surfaces for more consistent particle size #grinders
- [equipment] Blade grinders chop beans unevenly, leading to inconsistent extraction #grinders
- [equipment] Flat burr grinders produce very consistent particle size but generate more heat #burrs
- [equipment] Conical burr grinders create slightly less uniform grounds but with less heat and noise #burrs
- [feature] Grind adjustment mechanisms range from stepped to stepless for different precision levels #adjustment
- [feature] Retention (grounds trapped in grinder) affects dose consistency and freshness #retention
- [price] Hand grinders offer excellent value, with models like Timemore C2 and 1Zpresso JX providing excellent results around $100-150 #budget
- [price] Entry-level electric burr grinders like Baratza Encore start around $170 but provide significant improvement over blade grinders #value
## Brewers
### Pour Over Brewers
- [equipment] Hario V60 uses a conical design with spiral ridges to control flow rate #pourover
- [equipment] Kalita Wave has a flat bottom with three small holes for more consistent extraction #pourover
- [equipment] Chemex combines brewer and server with thick proprietary filters for ultra-clean cup #pourover
- [material] Ceramic brewers retain heat better than plastic but are more fragile #materials
- [material] Glass brewers provide neutral flavor but less heat retention #materials
- [material] Plastic brewers are inexpensive, durable, and surprisingly good for heat retention #materials
### Immersion Brewers
- [equipment] French Press uses a metal mesh to separate grounds, allowing oils and fine particles to pass #immersion
- [equipment] AeroPress uses pressure and paper filter for clean, versatile brewing #immersion
- [equipment] Clever Dripper combines immersion and drip methods with a valve mechanism #hybrid
- [material] Glass French presses look elegant but break easily and have poor heat retention #materials
- [material] Stainless steel or ceramic French presses offer better durability and heat retention #materials
### Pressure Brewers
- [equipment] Espresso machines use 9 bars of pressure, requiring significant investment for good results #espresso
- [equipment] Moka pot uses steam pressure for strong, concentrated coffee at affordable price #moka
- [equipment] Manual lever machines like Flair or Robot provide espresso-style coffee with manual control #manual_espresso
## Kettles
- [equipment] Gooseneck kettles provide precision pouring control essential for pour over methods #kettles
- [feature] Variable temperature kettles allow precise temperature control for different roast levels #temp_control
- [feature] Flow restrictors can help beginners maintain consistent pour rates #pour_control
- [material] Electric kettles offer convenience and temperature stability #convenience
- [material] Stovetop kettles may be more durable but offer less temperature control #durability
## Accessories
- [equipment] Coffee scale with 0.1g precision helps maintain consistent ratios #measurement
- [equipment] Timer ensures consistent extraction times #consistency
- [equipment] Quality filters significantly impact flavor clarity and body #filters
- [equipment] Storage containers with one-way valves help preserve bean freshness #storage
- [equipment] Blind shaker or dosing cup reduces grinder mess and improves workflow #workflow
## Relations
- improves [[Coffee Brewing Methods]]
- affects [[Flavor Extraction]]
- requires [[Proper Maintenance]]
- enhances [[Home Coffee Setup]]
- part_of [[Coffee Knowledge Base]]
@@ -1,78 +0,0 @@
---
title: Coffee Bean Origins
type: note
permalink: coffee/coffee-bean-origins
tags:
- '#coffee'
- '#origins'
- '#beans'
- '#regions'
- '#demo'
---
# Coffee Bean Origins
An exploration of coffee-growing regions around the world and how geography, climate, and processing methods affect flavor profiles.
## Overview
Coffee beans are grown in various regions around the world, primarily in what's known as the "Coffee Belt" - the area between the Tropics of Cancer and Capricorn. The flavor characteristics of coffee beans are influenced by:
- Geographic region and climate
- Altitude
- Soil composition
- Variety of coffee plant
- Processing method
- Harvest and sorting practices
## Observations
- [principle] Higher altitude generally produces harder, denser beans with more complex acidity #altitude
- [region] Ethiopian beans often feature bright, fruity notes with floral aromatics #ethiopia
- [region] Colombian coffee typically offers balanced acidity with caramel sweetness and nutty undertones #colombia
- [region] Guatemalan coffee presents complex acidity with chocolate notes and sometimes spice characteristics #guatemala
- [region] Brazilian coffee tends toward nutty, chocolate notes with lower acidity and fuller body #brazil
- [region] Kenyan coffee is known for bright, wine-like acidity and berry or citrus notes #kenya
- [processing] Natural (dry) processing tends to create fruitier, more fermented flavors #processing
- [processing] Washed (wet) processing generally results in cleaner, brighter cups with more clarity #processing
- [processing] Honey processing creates a middle ground with some fruity notes while maintaining clarity #processing
- [factor] Shade-grown coffee typically develops more slowly, resulting in more complex flavors #cultivation
- [factor] Soil volcanic soil often imparts distinctive mineral characteristics to coffee #terroir
- [variety] Gesha/Geisha variety is known for exceptional floral and tea-like qualities #varieties
- [variety] Bourbon varieties often feature sweet, complex cup profiles #varieties
- [variety] Robusta beans have higher caffeine content but generally less complex flavor than Arabica #varieties
## Major Growing Regions
- [africa] Ethiopian coffees: Yirgacheffe, Sidamo, Harrar regions each with distinctive profiles #ethiopia
- [africa] Kenyan coffees: Often categorized by grade (AA, AB, etc.) based on bean size #kenya
- [americas] Colombian regions: Huila, Nariño, Antioquia each with unique characteristics #colombia
- [americas] Central American producers: Guatemala, Costa Rica, Panama known for balanced profiles #central_america
- [americas] Brazilian regions: Cerrado, Sul de Minas, Mogiana with varying profiles #brazil
- [asia] Indonesian islands: Sumatra, Java, Sulawesi producing earthy, full-bodied coffees #indonesia
- [asia] Vietnamese coffee: World's largest Robusta producer, often used in blends and commercial coffee #vietnam
## Processing Methods
- [natural] Beans dried inside the fruit, creating fruity, fermented notes and heavier body #processing
- [washed] Fruit removed before drying, resulting in cleaner cup with more pronounced acidity #processing
- [honey] Some fruit mucilage left on during drying, creates balanced sweetness and body #processing
- [wet-hulled] Unique to Indonesia, creates earthy, herbal, low-acid profiles #processing
- [experimental] Anaerobic fermentation, wine-yeast inoculation, and other newer methods #innovation
## Tasting Notes by Region
- [ethiopia] Blueberry, jasmine, bergamot, stone fruit, citrus #flavor_notes
- [kenya] Blackcurrant, tomato, tropical fruit, wine-like acidity #flavor_notes
- [colombia] Caramel, nuts, red apple, chocolate, balanced acidity #flavor_notes
- [guatemala] Chocolate, spice, green apple, balanced #flavor_notes
- [brazil] Nuts, chocolate, low acidity, full body #flavor_notes
- [indonesia] Earthy, herbal, spice, cedar, full body, low acidity #flavor_notes
## Relations
- influences [[Flavor Extraction]]
- pairs_with [[Coffee Brewing Methods]]
- affects [[Tasting Notes]]
- relates_to [[Specialty Coffee]]
- part_of [[Coffee Knowledge Base]]
@@ -1,70 +0,0 @@
---
title: Coffee Brewing Methods
type: note
permalink: coffee/coffee-brewing-methods
tags:
- '#coffee'
- '#brewing'
- '#methods'
- '#demo'
---
# Coffee Brewing Methods
An exploration of different coffee brewing techniques, their characteristics, and how they affect flavor extraction.
## Overview
Coffee brewing is both an art and a science. Different brewing methods extract different compounds from coffee beans, resulting in unique flavor profiles, body, and mouthfeel. The key variables in any brewing method are:
- Grind size
- Water temperature
- Brew time
- Coffee-to-water ratio
- Agitation/turbulence
## Observations
- [principle] Coffee extraction follows a predictable pattern: acids extract first, then sugars, then bitter compounds #extraction
- [method] Pour over methods generally produce cleaner, brighter cups with more distinct flavor notes #clarity
- [method] Immersion methods like French press create fuller body and more rounded flavors #body
- [technique] Water at 195-205°F (90-96°C) extracts optimal flavor compounds for most brewing methods #temperature
- [technique] Grind size directly correlates with ideal extraction time (finer = shorter, coarser = longer) #grind
- [preference] Medium-light roasts often showcase more origin characteristics in pour over methods #roast
- [equipment] Burr grinders produce more consistent particle size than blade grinders, resulting in more even extraction #gear
- [ratio] 1:15 to 1:17 coffee-to-water ratio (by weight) works well for most brew methods #brewing
- [science] Different brewing temperatures extract different chemical compounds from the beans #chemistry
- [technique] Bloom phase (pre-infusion with small amount of water) allows CO2 to escape and improves extraction #bloom
## Pour Over Methods
- [method] V60 produces very clean cup with excellent clarity of flavor #pourover
- [method] Chemex uses thicker filter paper, resulting in even cleaner cup with fewer oils #pourover
- [method] Kalita Wave provides more consistent extraction due to flat bottom design #pourover
- [technique] Concentric circular pouring pattern ensures even saturation of grounds #technique
- [timing] Most pour over methods complete in 2:30-3:30 total brew time #brewing
## Immersion Methods
- [method] French Press creates full-bodied cup with rich mouthfeel due to metal filter allowing oils to pass #immersion
- [method] AeroPress is versatile, capable of producing both espresso-like and filter-style coffee #immersion
- [method] Cold brew uses time instead of heat to extract, resulting in lower acidity #immersion
- [technique] French press ideal steep time is 4-5 minutes before plunging #timing
- [technique] AeroPress inverted method prevents dripping during extraction phase #technique
## Pressure Methods
- [method] Espresso uses 9 bars of pressure to force water through finely ground coffee #pressure
- [method] Moka pot uses steam pressure to push water through grounds, creating strong, concentrated coffee #pressure
- [technique] Espresso requires very fine grind, almost powder-like consistency #grind
- [timing] Espresso shots typically extract in 25-30 seconds #timing
- [principle] Pressure methods can extract compounds that aren't soluble in regular brewing methods #extraction
## Relations
- requires [[Proper Grinding Technique]]
- affects [[Flavor Extraction]]
- pairs_with [[Coffee Bean Origins]]
- uses [[Brewing Equipment]]
- influences [[Tasting Notes]]
- part_of [[Coffee Knowledge Base]]
@@ -1,89 +0,0 @@
---
title: Coffee Flavor Map
type: note
permalink: coffee/coffee-flavor-map
tags:
- '#coffee'
- '#visualization'
- '#canvas'
- '#demo'
---
# Coffee Flavor Map
A visual mapping of coffee flavor attributes, brewing methods, and their relationships. This note describes a canvas visualization that could be generated to demonstrate Basic Memory's visualization capabilities.
## Overview
The Coffee Flavor Map provides a visual representation of how different brewing methods, coffee origins, and equipment choices affect flavor outcomes. This canvas visualization helps users understand the complex relationships in coffee brewing and tasting.
## Canvas Visualization Elements
### Core Nodes
- **Flavor Attributes**: Acidity, Sweetness, Body, Clarity, Bitterness, Complexity
- **Brewing Methods**: Pour Over, French Press, AeroPress, Espresso, Moka Pot, Cold Brew
- **Origin Regions**: Ethiopia, Kenya, Colombia, Brazil, Guatemala, Indonesia
- **Equipment Elements**: Grinder Quality, Water Temperature, Brewing Device, Filter Type
### Node Connections
- Lines connecting brewing methods to their typical flavor outcomes
- Arrows showing how equipment choices affect extraction variables
- Connections between origins and their characteristic flavor profiles
- Highlighting of optimal brewing methods for different origins
### Visual Organization
- Flavor outcomes in the center
- Brewing methods on the left side
- Origins on the right side
- Equipment variables at the bottom
- Color coding by category (methods, origins, equipment, flavors)
## Using This Visualization
### For Coffee Exploration
- Identify which brewing methods might highlight the characteristics you prefer
- See which origins naturally pair well with your preferred brewing method
- Understand how equipment changes can modify flavor outcomes
- Visualize the complex interplay between all coffee variables
### As a Basic Memory Demo
- Demonstrates Canvas visualization capabilities
- Shows how relations can be visually mapped
- Illustrates complex knowledge organization
- Provides an intuitive way to navigate coffee knowledge
## How To Generate This Canvas
In a conversation with Claude, you could request:
```
Please create a canvas visualization mapping the relationships between coffee brewing methods, origins, and flavor outcomes. Show how different equipment and techniques influence extraction and resulting flavor profiles.
```
This would generate a `.canvas` file in your Basic Memory directory that could be opened with Obsidian for an interactive visualization of these coffee relationships.
## Example Visualization Snippets
### Pour Over Method Node
- Connected to: High Clarity, Bright Acidity, Medium Body
- Best pairs with: Ethiopian and Kenyan beans
- Equipment dependencies: Gooseneck Kettle, Paper Filter, Burr Grinder
### Ethiopian Coffee Node
- Characteristic flavors: Floral, Fruity, Bright
- Best brewing methods: Pour Over, AeroPress
- Challenging with: French Press (loses clarity of delicate notes)
### Grind Size Node
- Affects: Extraction Rate, Flavor Balance
- Fine grind increases: Extraction Speed, Surface Area
- Coarse grind increases: Flow Rate, Reduces Bitter Compounds
## Relations
- visualizes [[Coffee Knowledge Base]]
- relates_to [[Coffee Brewing Methods]]
- relates_to [[Coffee Bean Origins]]
- relates_to [[Flavor Extraction]]
- relates_to [[Tasting Notes]]
- demonstrates [[Canvas]]
@@ -1,73 +0,0 @@
---
title: Coffee Knowledge Base
type: note
permalink: coffee/coffee-knowledge-base
tags:
- '#coffee'
- '#index'
- '#demo'
- '#knowledge'
---
# Coffee Knowledge Base
A comprehensive collection of coffee knowledge, from bean origins to brewing methods to tasting notes. This knowledge base demonstrates Basic Memory's ability to organize and connect information in a meaningful way.
## Overview
This Coffee Knowledge Base captures key information about coffee, structured with semantic observations and relations that connect different aspects of coffee knowledge. It serves as both a useful reference for coffee enthusiasts and a demonstration of how Basic Memory organizes information.
## Key Topics
### Core Coffee Knowledge
- [[Coffee Brewing Methods]] - Different techniques for preparing coffee
- [[Coffee Bean Origins]] - Where coffee comes from and how region affects flavor
- [[Brewing Equipment]] - Tools and devices used to prepare coffee
- [[Flavor Extraction]] - The science of dissolving flavor compounds from coffee
- [[Tasting Notes]] - How to taste and describe coffee flavors
### Brewing Techniques
- Proper grinding is fundamental to good extraction
- Water quality significantly impacts flavor
- Different brewing methods highlight different characteristics
- Time, temperature, and grind size are the key variables to control
- Freshness of beans dramatically affects quality
### Coffee Preferences
- Light roasts preserve more origin characteristics and acidity
- Dark roasts emphasize body and chocolatey/roasted flavors
- Pour over methods highlight clarity and distinct flavor notes
- Immersion methods create fuller body and rounded flavor
- Personal preference matters more than "correctness"
## Using This Knowledge Base
### For Learning
Use this knowledge base to:
- Understand coffee fundamentals
- Explore connections between brewing methods and flavor outcomes
- Learn how different origins produce distinct flavor profiles
- Discover how equipment affects the brewing process
- Develop a vocabulary for describing coffee experiences
### As a Demo
This knowledge base demonstrates:
- Semantic knowledge organization with categories and relations
- Building connections between related concepts
- Creating a navigable knowledge graph
- Structuring information in a way both humans and AI assistants can understand
- How Basic Memory enables persistent knowledge across conversations
## Relations
- contains [[Coffee Brewing Methods]]
- contains [[Coffee Bean Origins]]
- contains [[Brewing Equipment]]
- contains [[Flavor Extraction]]
- contains [[Tasting Notes]]
- demonstrates [[Basic Memory Capabilities]]
@@ -1,79 +0,0 @@
---
title: Flavor Extraction
type: note
permalink: coffee/flavor-extraction
tags:
- '#coffee'
- '#extraction'
- '#brewing'
- '#science'
- '#demo'
---
# Flavor Extraction
Understanding the science of coffee extraction, how different compounds dissolve at different rates, and how to control extraction to achieve desired flavor profiles.
## Overview
Coffee extraction is the process of dissolving flavor compounds from ground coffee into water. The science of extraction is key to producing a balanced, flavorful cup. Extraction is affected by numerous variables including grind size, water temperature, contact time, agitation, and pressure.
## Observations
- [science] Coffee contains over 1,000 aroma compounds and hundreds of flavor compounds #chemistry
- [principle] Extraction occurs in a predictable sequence: acids → sugars → bitter compounds #extraction_order
- [principle] Under-extraction results in sour, bright, thin coffee lacking sweetness and body #under_extraction
- [principle] Over-extraction results in bitter, hollow, astringent flavors #over_extraction
- [principle] The goal is typically balanced extraction (18-22% of coffee solubles dissolved) #balanced_extraction
- [technique] Finer grind size increases extraction rate due to greater surface area #grind_size
- [technique] Higher water temperature increases extraction rate and solubility of compounds #temperature
- [technique] Longer contact time allows more complete extraction #brew_time
- [technique] Agitation (stirring, turbulence) increases extraction rate by preventing saturation zones #agitation
- [technique] Pressure (as in espresso) can extract compounds that aren't water-soluble at atmospheric pressure #pressure
## Factors Affecting Extraction
- [factor] Grind size: Finer = faster extraction, coarser = slower extraction #grind
- [factor] Water temperature: Higher = faster extraction, lower = slower extraction #temperature
- [factor] Contact time: Longer = more extraction, shorter = less extraction #time
- [factor] Agitation: More = faster extraction, less = slower extraction #agitation
- [factor] Coffee-to-water ratio: More coffee = lower extraction percentage #ratio
- [factor] Water quality: Mineral content affects extraction of different compounds #water
- [factor] Roast level: Darker roasts extract more easily than lighter roasts #roast
- [factor] Bean density: Denser beans (typically high-altitude) require more effort to extract #density
- [factor] Freshness: Freshly roasted coffee extracts differently than aged coffee #freshness
- [factor] Brewing method: Different methods extract different compounds at different rates #method
## Signs of Extraction Levels
- [under] Sour, bright, lack of sweetness, thin body, quick finish #flavor
- [under] Typically from: too coarse grind, too cool water, too short brew time #causes
- [balanced] Sweet, bright but not sour, rich but not bitter, pleasing finish #flavor
- [balanced] Achieved through proper ratio of variables for given coffee #technique
- [over] Bitter, hollow, astringent, dry finish, sometimes papery #flavor
- [over] Typically from: too fine grind, too hot water, too long brew time #causes
## Measuring Extraction
- [method] Total Dissolved Solids (TDS) meters measure concentration of coffee solution #measurement
- [method] Extraction yield = percentage of coffee grounds dissolved in the final brew #calculation
- [preference] Specialty coffee typically targets 18-22% extraction yield #standards
- [preference] Some specialty light roasts may taste best at higher extraction percentages #speciality
## Controlling Extraction
- [technique] Adjust grind size as primary extraction control #basics
- [technique] Use water temperature to fine-tune extraction #fine_tuning
- [technique] Modify pour technique to control agitation level #technique
- [technique] Adjust coffee-to-water ratio to balance strength and extraction #ratio
- [technique] Pre-infusion (blooming) helps achieve even extraction #blooming
- [technique] Pulse pouring creates different extraction dynamics than continuous pour #pour_technique
## Relations
- affected_by [[Coffee Brewing Methods]]
- influenced_by [[Coffee Bean Origins]]
- enhanced_by [[Brewing Equipment]]
- determines [[Tasting Notes]]
- requires [[Water Quality]]
- part_of [[Coffee Knowledge Base]]
@@ -1,161 +0,0 @@
{
"nodes":[
{
"id":"node-5",
"type":"text",
"text":"## Main Pour Phase\n- Use concentric circles from center outward\n- Maintain steady, controlled flow rate\n- Avoid pouring directly on filter walls\n- Keep water level consistent\n- Pulse pour in 2-3 stages (or continuous pour)\n- Total brew time target: 2:30-3:30",
"position":{"x":450,"y":200},
"x":530,
"y":-100,
"width":300,
"height":200,
"color":"1"
},
{
"id":"node-8",
"type":"text",
"text":"## Drawdown\n- Allow water to fully drain\n- Flat bed indicates even extraction\n- Total brew time should be ~2:30-3:30\n- Remove filter promptly after brewing",
"position":{"x":450,"y":700},
"x":540,
"y":375,
"width":300,
"height":150,
"color":"1"
},
{
"id":"node-6",
"type":"text",
"text":"## Pour Pattern\n\nConcentric circles ensure even saturation of coffee grounds. Begin at the center and work outward, avoiding filter edges. Pour height of 1-2 inches above coffee bed.",
"position":{"x":250,"y":450},
"x":960,
"y":25,
"width":300,
"height":150,
"color":"5"
},
{
"id":"node-12",
"type":"text",
"text":"## Tasting Notes\n\n- Balanced extraction: sweet, bright, complex\n- Under-extraction: sour, lacking sweetness\n- Over-extraction: bitter, astringent, hollow\n\nTake notes on each brew to track improvements and preferences.",
"position":{"x":-250,"y":700},
"x":1020,
"y":420,
"width":300,
"height":150,
"color":"6"
},
{
"id":"node-9",
"type":"text",
"text":"## Troubleshooting\n\n- Too sour/weak: Grind finer, water hotter, increase brew time\n- Too bitter/strong: Grind coarser, water cooler, decrease brew time\n- Uneven extraction: Improve pour technique, better grinder\n- Channeling: More careful pouring, better bloom\n- Slow drawdown: Coarser grind, less agitation\n- Fast drawdown: Finer grind, more careful pouring",
"position":{"x":100,"y":700},
"x":30,
"y":570,
"width":300,
"height":200,
"color":"6"
},
{
"id":"node-3",
"type":"text",
"text":"## Preparation\n- Heat water to 195-205°F (90-96°C)\n- Measure coffee (1:15 to 1:17 ratio)\n- Medium-fine grind (sea salt consistency)\n- Rinse filter with hot water\n- Discard rinse water\n- Add ground coffee to filter\n- Level coffee bed",
"position":{"x":-250,"y":200},
"x":30,
"y":-500,
"width":300,
"height":200,
"color":"3"
},
{
"id":"node-1",
"type":"text",
"text":"# Perfect Pour Over Method\n\nA systematic approach to brewing exceptional pour over coffee by controlling key variables and following proper technique.",
"position":{"x":0,"y":0},
"x":-580,
"y":-760,
"width":400,
"height":120,
"color":"4"
},
{
"id":"node-10",
"type":"text",
"text":"## Grinding Parameters\n\n- V60: Medium-fine (sea salt)\n- Chemex: Medium (slightly coarser than V60)\n- Kalita Wave: Medium (between V60 and Chemex)\n\nConsistent particle size is critical; use quality burr grinder.",
"position":{"x":-250,"y":450},
"x":30,
"y":-910,
"width":300,
"height":150,
"color":"5"
},
{
"id":"node-2",
"type":"text",
"text":"## Equipment Setup\n- Clean V60/Chemex/Kalita Wave\n- Paper filter (rinsed)\n- Server/mug\n- Scale with timer\n- Gooseneck kettle\n- Burr grinder\n- Fresh coffee beans",
"position":{"x":-600,"y":200},
"x":-530,
"y":-500,
"width":300,
"height":200,
"color":"3"
},
{
"id":"node-4",
"type":"text",
"text":"## The Bloom\n- Start timer\n- Pour 2-3x coffee weight water\n- Ensure all grounds are saturated\n- Gentle stir or swirl if needed\n- Allow 30-45 seconds for degassing\n- Look for bubbling and dome formation",
"position":{"x":100,"y":200},
"x":530,
"y":-500,
"width":300,
"height":200,
"color":"1"
},
{
"id":"node-13",
"type":"text",
"text":"## Coffee-to-Water Ratio\n\n- Standard: 1:15 to 1:17 (coffee:water)\n- Stronger cup: 1:15 (67g/L)\n- Medium cup: 1:16 (62.5g/L)\n- Lighter cup: 1:17 (58.8g/L)\n\nExample: For 300ml water, use ~18-20g coffee",
"position":{"x":-600,"y":700},
"x":30,
"y":-100,
"width":300,
"height":150,
"color":"6"
},
{
"id":"node-7",
"type":"text",
"text":"## Brew Time Guideline\n\n- Bloom: 30-45 seconds\n- First pour: 1:00-1:15\n- Second pour: 1:45-2:00\n- Final pour: 2:15-2:30\n- Drawdown complete: 2:45-3:30\n\nAdjust for taste: shorter for lighter, longer for stronger",
"position":{"x":600,"y":450},
"x":-80,
"y":220,
"width":300,
"height":200,
"color":"5"
},
{
"id":"node-11",
"type":"text",
"text":"## Water Quality\n\n- Clean, filtered water\n- No strong odors or flavors\n- Ideal TDS: 75-150 ppm\n- Ideal pH: 7.0-7.5\n- Avoid distilled water (lacks minerals)\n- Avoid hard water (scaling issues)",
"position":{"x":-600,"y":450},
"x":-780,
"y":-125,
"width":300,
"height":150,
"color":"5"
}
],
"edges":[
{"id":"edge-1","fromNode":"node-1","fromSide":"bottom","toNode":"node-2","toSide":"top","label":"Step 1"},
{"id":"edge-2","fromNode":"node-2","fromSide":"right","toNode":"node-3","toSide":"left","label":"Step 2"},
{"id":"edge-3","fromNode":"node-3","fromSide":"right","toNode":"node-4","toSide":"left","label":"Step 3"},
{"id":"edge-4","fromNode":"node-4","fromSide":"bottom","toNode":"node-5","toSide":"top","label":"Step 4"},
{"id":"edge-5","fromNode":"node-5","fromSide":"bottom","toNode":"node-8","toSide":"top","label":"Step 5"},
{"id":"edge-6","fromNode":"node-5","fromSide":"left","toNode":"node-7","toSide":"right","label":"Timing"},
{"id":"edge-7","fromNode":"node-5","fromSide":"right","toNode":"node-6","toSide":"left","label":"Technique"},
{"id":"edge-8","fromNode":"node-8","fromSide":"left","toNode":"node-9","toSide":"right","label":"if problems"},
{"id":"edge-9","fromNode":"node-3","fromSide":"top","toNode":"node-10","toSide":"bottom","label":"Grinding details"},
{"id":"edge-10","fromNode":"node-2","fromSide":"bottom","toNode":"node-11","toSide":"right","label":"Water details"},
{"id":"edge-11","fromNode":"node-8","fromSide":"right","toNode":"node-12","toSide":"left","label":"Evaluate"},
{"id":"edge-12","fromNode":"node-3","fromSide":"bottom","toNode":"node-13","toSide":"top","label":"Ratio details"}
]
}
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---
title: Tasting Notes
type: note
permalink: coffee/tasting-notes
tags:
- '#coffee'
- '#tasting'
- '#flavor'
- '#cupping'
- '#demo'
---
# Tasting Notes
How to taste and evaluate coffee, identify flavor characteristics, and develop a personal coffee palate.
## Overview
Coffee tasting, or "cupping" in professional contexts, is the practice of observing the tastes and aromas of brewed coffee. Developing a coffee palate helps identify preferences, communicate about coffee experiences, and better understand how brewing variables affect the cup.
## Observations
- [principle] Flavor perception includes taste, aroma, mouthfeel, and retronasal perception #sensory
- [principle] Our taste buds can only perceive sweet, sour, salty, bitter, and umami #taste
- [principle] Most of what we call "flavor" is actually aroma detected retronasally #aroma
- [technique] Professional coffee tasting (cupping) uses a standardized protocol for consistency #cupping
- [technique] Slurping coffee aerates it and spreads it across all taste receptors #technique
- [technique] Allowing coffee to cool reveals different flavor notes at different temperatures #temperature
## Coffee Flavor Wheel
- [tool] The SCA Coffee Flavor Wheel provides a standardized vocabulary for describing coffee #flavor_wheel
- [category] Primary categories include: Fruity, Floral, Sweet, Nutty/Cocoa, Spice, Roasted, Other #categories
- [subcategory] Fruity breaks down into: Berry, Dried Fruit, Citrus Fruit, Stone Fruit, Tropical Fruit, etc. #fruit_notes
- [subcategory] Floral includes: Floral, Black Tea, Chamomile, Rose, Jasmine, etc. #floral_notes
- [subcategory] Sweet includes: Brown Sugar, Molasses, Honey, Maple Syrup, Vanilla, etc. #sweet_notes
- [subcategory] Nutty/Cocoa includes: Nut, Cocoa, Dark Chocolate, Chocolate, etc. #nutty_notes
- [subcategory] Spice includes: Brown Spice, Pepper, Anise, Nutmeg, Cinnamon, etc. #spice_notes
## Basic Tasting Components
- [component] Acidity: The bright, tangy quality (not sourness from under-extraction) #acidity
- [component] Sweetness: The pleasant, sugary quality balancing other elements #sweetness
- [component] Body: The physical mouthfeel and weight of the coffee #body
- [component] Finish/Aftertaste: The flavor that lingers after swallowing #finish
- [component] Balance: How well all elements work together #balance
- [component] Complexity: The range and layers of distinct flavors #complexity
- [component] Cleanliness: Absence of defects or off-flavors #cleanliness
## Common Flavor Notes by Origin
- [ethiopia] Blueberry, jasmine, bergamot, lemon, tea-like #flavor_notes
- [kenya] Blackcurrant, grapefruit, tomato-like acidity, winey #flavor_notes
- [colombia] Caramel, red apple, nuts, chocolate, balanced acidity #flavor_notes
- [guatemala] Chocolate, spice, apple, medium acidity #flavor_notes
- [brazil] Nuts, chocolate, low-to-medium acidity, full body #flavor_notes
- [indonesia] Earthy, herbal, spice, cedar, full body, low acidity #flavor_notes
- [costa_rica] Clean, bright, citrus, balanced, light chocolate #flavor_notes
## Developing Your Palate
- [technique] Taste coffees side-by-side to identify differences #comparison
- [technique] Try describing flavors before looking at roaster's notes #blind_tasting
- [technique] Keep a coffee journal with detailed notes about each coffee #journaling
- [technique] Explore different processing methods of the same origin #processing
- [technique] Try the same coffee brewed with different methods #brewing_comparison
- [technique] Use reference flavors (actual fruits, chocolates, etc.) to calibrate your palate #calibration
## Personal Coffee Experiences
- [experience] Ethiopian Yirgacheffe prepared as pour over: intense blueberry, jasmine aromatics, tea-like body
- [experience] Sumatra Mandheling in French press: earthy, cedar, herbal, tobacco, full body
- [experience] Panama Gesha as pour over: intense floral notes, jasmine, bergamot, delicate body
- [experience] Brazil Cerrado as espresso: nutty, chocolate, caramel, low acidity, great crema
- [experience] Kenya AA as pour over: bright blackcurrant, tomato-like acidity, winey finish
## Relations
- determined_by [[Flavor Extraction]]
- influenced_by [[Coffee Bean Origins]]
- varies_with [[Coffee Brewing Methods]]
- enhanced_by [[Proper Grinding Technique]]
- documented_in [[Coffee Journal]]
- part_of [[Coffee Knowledge Base]]
Binary file not shown.
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# Basic Memory Installer
This installer configures Basic Memory to work with Claude Desktop.
## Installation
1. Download the latest installer from the [releases page](https://github.com/basicmachines-co/basic-memory/releases)
2. Unzip the downloaded file
3. Since the app is currently unsigned, you'll need to:
On your Mac, choose Apple menu > System Settings, then click Privacy & Security in the sidebar. (You may need to
scroll down.)
Go to Security, then click Open.
Click Open Anyway.
This button is available for about an hour after you try to open the app.
Enter your login password, then click OK.
https://support.apple.com/guide/mac-help/apple-cant-check-app-for-malicious-software-mchleab3a043/mac
5. Restart Claude Desktop
The warning only appears the first time you open the app. Future updates will include proper code signing.
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<?xml version="1.0" encoding="UTF-8"?>
<svg viewBox="0 0 512 512" xmlns="http://www.w3.org/2000/svg">
<!-- Background -->
<rect x="0" y="0" width="512" height="512" rx="64" fill="#111111"/>
<!-- Define arrowhead marker -->
<defs>
<marker id="arrowhead"
markerWidth="10"
markerHeight="10"
refX="8"
refY="5"
orient="auto">
<path d="M 0 0 L 10 5 L 0 10 Z"
fill="#00cc00"/>
</marker>
</defs>
<!-- State 1 (initial) -->
<circle cx="156" cy="256" r="30" fill="none" stroke="#00cc00" stroke-width="3"/>
<!-- State 2 (accept) -->
<circle cx="356" cy="176" r="34" fill="none" stroke="#00cc00" stroke-width="3"/>
<circle cx="356" cy="176" r="28" fill="none" stroke="#00cc00" stroke-width="3"/>
<!-- State 3 (accept) -->
<circle cx="356" cy="336" r="34" fill="none" stroke="#00cc00" stroke-width="3"/>
<circle cx="356" cy="336" r="28" fill="none" stroke="#00cc00" stroke-width="3"/>
<!-- Initial arrow -->
<path d="M 96 256 L 126 256"
stroke="#00cc00" stroke-width="3" fill="none"
marker-end="url(#arrowhead)"/>
<!-- State transitions -->
<!-- 1 -> 2 -->
<path d="M 180 240
Q 260 200, 320 176"
stroke="#00cc00" stroke-width="3" fill="none"
marker-end="url(#arrowhead)"/>
<!-- 1 -> 3 -->
<path d="M 180 272
Q 260 312, 320 336"
stroke="#00cc00" stroke-width="3" fill="none"
marker-end="url(#arrowhead)"/>
<!-- Self loops -->
<path d="M 356 142
Q 396 142, 396 176
Q 396 210, 356 210
Q 316 210, 316 176
Q 316 142, 356 142"
stroke="#00cc00" stroke-width="2" fill="none"
marker-end="url(#arrowhead)"/>
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marker-end="url(#arrowhead)"/>
</svg>

Before

Width:  |  Height:  |  Size: 2.0 KiB

-93
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@@ -1,93 +0,0 @@
import json
import subprocess
import sys
from pathlib import Path
# Use tkinter for GUI alerts on macOS
if sys.platform == "darwin":
import tkinter as tk
from tkinter import messagebox
def ensure_uv_installed():
"""Check if uv is installed, install if not."""
try:
subprocess.run(["uv", "--version"], capture_output=True, check=True)
except (subprocess.CalledProcessError, FileNotFoundError):
print("Installing uv package manager...")
subprocess.run(
[
"curl",
"-LsSf",
"https://astral.sh/uv/install.sh",
"|",
"sh",
],
shell=True,
)
def get_config_path():
"""Get Claude Desktop config path for current platform."""
if sys.platform == "darwin":
return Path.home() / "Library/Application Support/Claude/claude_desktop_config.json"
elif sys.platform == "win32":
return Path.home() / "AppData/Roaming/Claude/claude_desktop_config.json"
else:
raise RuntimeError(f"Unsupported platform: {sys.platform}")
def update_claude_config():
"""Update Claude Desktop config to include basic-memory."""
config_path = get_config_path()
config_path.parent.mkdir(parents=True, exist_ok=True)
# Load existing config or create new
if config_path.exists():
config = json.loads(config_path.read_text())
else:
config = {"mcpServers": {}}
# Add/update basic-memory config
config["mcpServers"]["basic-memory"] = {
"command": "uvx",
"args": ["basic-memory@latest", "mcp"],
}
# Write back config
config_path.write_text(json.dumps(config, indent=2))
def print_completion_message():
"""Show completion message with helpful tips."""
message = """Installation complete! Basic Memory is now available in Claude Desktop.
Please restart Claude Desktop for changes to take effect.
Quick Start:
1. You can run sync directly using: uvx basic-memory sync
2. Optionally, install globally with: uv pip install basic-memory
Built with ♥️ by Basic Machines."""
if sys.platform == "darwin":
# Show GUI message on macOS
root = tk.Tk()
root.withdraw() # Hide the main window
messagebox.showinfo("Basic Memory", message)
root.destroy()
else:
# Fallback to console output
print(message)
def main():
print("Welcome to Basic Memory installer")
ensure_uv_installed()
print("Configuring Claude Desktop...")
update_claude_config()
print_completion_message()
if __name__ == "__main__":
main()
-27
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@@ -1,27 +0,0 @@
#!/bin/bash
# Convert SVG to PNG at various required sizes
rsvg-convert -h 16 -w 16 icon.svg > icon_16x16.png
rsvg-convert -h 32 -w 32 icon.svg > icon_32x32.png
rsvg-convert -h 128 -w 128 icon.svg > icon_128x128.png
rsvg-convert -h 256 -w 256 icon.svg > icon_256x256.png
rsvg-convert -h 512 -w 512 icon.svg > icon_512x512.png
# Create iconset directory
mkdir -p Basic.iconset
# Move files into iconset with Mac-specific names
cp icon_16x16.png Basic.iconset/icon_16x16.png
cp icon_32x32.png Basic.iconset/icon_16x16@2x.png
cp icon_32x32.png Basic.iconset/icon_32x32.png
cp icon_128x128.png Basic.iconset/icon_32x32@2x.png
cp icon_256x256.png Basic.iconset/icon_128x128.png
cp icon_512x512.png Basic.iconset/icon_256x256.png
cp icon_512x512.png Basic.iconset/icon_512x512.png
# Convert iconset to icns
iconutil -c icns Basic.iconset
# Clean up
rm -rf Basic.iconset
rm icon_*.png
-40
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@@ -1,40 +0,0 @@
from cx_Freeze import setup, Executable
import sys
# Build options for all platforms
build_exe_options = {
"packages": ["json", "pathlib"],
"excludes": ["unittest", "pydoc", "test"],
}
# Platform-specific options
if sys.platform == "win32":
base = "Win32GUI" # Use GUI base for Windows
build_exe_options.update(
{
"include_msvcr": True,
}
)
target_name = "Basic Memory Installer.exe"
else: # darwin
base = None # Don't use GUI base for macOS
target_name = "Basic Memory Installer"
executables = [
Executable(script="installer.py", target_name=target_name, base=base, icon="Basic.icns")
]
setup(
name="basic-memory",
version=open("../pyproject.toml").read().split('version = "', 1)[1].split('"', 1)[0],
description="Basic Memory - Local-first knowledge management",
options={
"build_exe": build_exe_options,
"bdist_mac": {
"bundle_name": "Basic Memory Installer",
"iconfile": "Basic.icns",
"codesign_identity": "-", # Force ad-hoc signing
},
},
executables=executables,
)
+182
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@@ -0,0 +1,182 @@
# Basic Memory - Modern Command Runner
# Install dependencies
install:
pip install -e ".[dev]"
# Run unit tests in parallel
test-unit:
uv run pytest -p pytest_mock -v -n auto
# Run integration tests in parallel
test-int:
uv run pytest -p pytest_mock -v --no-cov -n auto test-int
# Run all tests
test: test-unit test-int
# Lint and fix code
lint:
ruff check . --fix
# Type check code
type-check:
uv run pyright
# Clean build artifacts and cache files
clean:
find . -type f -name '*.pyc' -delete
find . -type d -name '__pycache__' -exec rm -r {} +
rm -rf installer/build/ installer/dist/ dist/
rm -f rw.*.dmg .coverage.*
# Format code with ruff
format:
uv run ruff format .
# Run MCP inspector tool
run-inspector:
npx @modelcontextprotocol/inspector
# Build macOS installer
installer-mac:
cd installer && chmod +x make_icons.sh && ./make_icons.sh
cd installer && uv run python setup.py bdist_mac
# Build Windows installer
installer-win:
cd installer && uv run python setup.py bdist_win32
# Update all dependencies to latest versions
update-deps:
uv sync --upgrade
# Run all code quality checks and tests
check: lint format type-check test
# Generate Alembic migration with descriptive message
migration message:
cd src/basic_memory/alembic && alembic revision --autogenerate -m "{{message}}"
# Create a stable release (e.g., just release v0.13.2)
release version:
#!/usr/bin/env bash
set -euo pipefail
# Validate version format
if [[ ! "{{version}}" =~ ^v[0-9]+\.[0-9]+\.[0-9]+$ ]]; then
echo "❌ Invalid version format. Use: v0.13.2"
exit 1
fi
# Extract version number without 'v' prefix
VERSION_NUM=$(echo "{{version}}" | sed 's/^v//')
echo "🚀 Creating stable release {{version}}"
# Pre-flight checks
echo "📋 Running pre-flight checks..."
if [[ -n $(git status --porcelain) ]]; then
echo "❌ Uncommitted changes found. Please commit or stash them first."
exit 1
fi
if [[ $(git branch --show-current) != "main" ]]; then
echo "❌ Not on main branch. Switch to main first."
exit 1
fi
# Check if tag already exists
if git tag -l "{{version}}" | grep -q "{{version}}"; then
echo "❌ Tag {{version}} already exists"
exit 1
fi
# Run quality checks
echo "🔍 Running quality checks..."
just check
# Update version in __init__.py
echo "📝 Updating version in __init__.py..."
sed -i.bak "s/__version__ = \".*\"/__version__ = \"$VERSION_NUM\"/" src/basic_memory/__init__.py
rm -f src/basic_memory/__init__.py.bak
# Commit version update
git add src/basic_memory/__init__.py
git commit -m "chore: update version to $VERSION_NUM for {{version}} release"
# Create and push tag
echo "🏷️ Creating tag {{version}}..."
git tag "{{version}}"
echo "📤 Pushing to GitHub..."
git push origin main
git push origin "{{version}}"
echo "✅ Release {{version}} created successfully!"
echo "📦 GitHub Actions will build and publish to PyPI"
echo "🔗 Monitor at: https://github.com/basicmachines-co/basic-memory/actions"
# Create a beta release (e.g., just beta v0.13.2b1)
beta version:
#!/usr/bin/env bash
set -euo pipefail
# Validate version format (allow beta/rc suffixes)
if [[ ! "{{version}}" =~ ^v[0-9]+\.[0-9]+\.[0-9]+(b[0-9]+|rc[0-9]+)$ ]]; then
echo "❌ Invalid beta version format. Use: v0.13.2b1 or v0.13.2rc1"
exit 1
fi
# Extract version number without 'v' prefix
VERSION_NUM=$(echo "{{version}}" | sed 's/^v//')
echo "🧪 Creating beta release {{version}}"
# Pre-flight checks
echo "📋 Running pre-flight checks..."
if [[ -n $(git status --porcelain) ]]; then
echo "❌ Uncommitted changes found. Please commit or stash them first."
exit 1
fi
if [[ $(git branch --show-current) != "main" ]]; then
echo "❌ Not on main branch. Switch to main first."
exit 1
fi
# Check if tag already exists
if git tag -l "{{version}}" | grep -q "{{version}}"; then
echo "❌ Tag {{version}} already exists"
exit 1
fi
# Run quality checks
echo "🔍 Running quality checks..."
just check
# Update version in __init__.py
echo "📝 Updating version in __init__.py..."
sed -i.bak "s/__version__ = \".*\"/__version__ = \"$VERSION_NUM\"/" src/basic_memory/__init__.py
rm -f src/basic_memory/__init__.py.bak
# Commit version update
git add src/basic_memory/__init__.py
git commit -m "chore: update version to $VERSION_NUM for {{version}} beta release"
# Create and push tag
echo "🏷️ Creating tag {{version}}..."
git tag "{{version}}"
echo "📤 Pushing to GitHub..."
git push origin main
git push origin "{{version}}"
echo "✅ Beta release {{version}} created successfully!"
echo "📦 GitHub Actions will build and publish to PyPI as pre-release"
echo "🔗 Monitor at: https://github.com/basicmachines-co/basic-memory/actions"
echo "📥 Install with: uv tool install basic-memory --pre"
# List all available recipes
default:
@just --list
+44 -25
View File
@@ -1,6 +1,6 @@
[project]
name = "basic-memory"
version = "0.12.0"
dynamic = ["version"]
description = "Local-first knowledge management combining Zettelkasten with knowledge graphs"
readme = "README.md"
requires-python = ">=3.12.1"
@@ -28,8 +28,12 @@ dependencies = [
"watchfiles>=1.0.4",
"fastapi[standard]>=0.115.8",
"alembic>=1.14.1",
"qasync>=0.27.1",
"pillow>=11.1.0",
"pybars3>=0.9.7",
"fastmcp>=2.3.4",
"pyjwt>=2.10.1",
"python-dotenv>=1.1.0",
"pytest-aio>=1.9.0",
]
@@ -43,7 +47,7 @@ basic-memory = "basic_memory.cli.main:app"
bm = "basic_memory.cli.main:app"
[build-system]
requires = ["hatchling"]
requires = ["hatchling", "uv-dynamic-versioning>=0.7.0"]
build-backend = "hatchling.build"
[tool.pytest.ini_options]
@@ -65,16 +69,19 @@ dev-dependencies = [
"pytest-cov>=4.1.0",
"pytest-mock>=3.12.0",
"pytest-asyncio>=0.24.0",
"pytest-xdist>=3.0.0",
"ruff>=0.1.6",
"pytest>=8.3.4",
"pytest-cov>=4.1.0",
"pytest-mock>=3.12.0",
"pytest-asyncio>=0.24.0",
"ruff>=0.1.6",
"cx-freeze>=7.2.10",
"pyqt6>=6.8.1",
]
[tool.hatch.version]
source = "uv-dynamic-versioning"
[tool.uv-dynamic-versioning]
vcs = "git"
style = "pep440"
bump = true
fallback-version = "0.0.0"
[tool.pyright]
include = ["src/"]
exclude = ["**/__pycache__"]
@@ -85,23 +92,35 @@ reportMissingTypeStubs = false
pythonVersion = "3.12"
[tool.semantic_release]
version_variables = [
"src/basic_memory/__init__.py:__version__",
]
version_toml = [
"pyproject.toml:project.version",
]
major_on_zero = false
branch = "main"
changelog_file = "CHANGELOG.md"
build_command = "pip install uv && uv build"
dist_path = "dist/"
upload_to_pypi = true
commit_message = "chore(release): {version} [skip ci]"
[tool.coverage.run]
concurrency = ["thread", "gevent"]
[tool.coverage.report]
exclude_lines = [
"pragma: no cover",
"def __repr__",
"if self.debug:",
"if settings.DEBUG",
"raise AssertionError",
"raise NotImplementedError",
"if 0:",
"if __name__ == .__main__.:",
"class .*\\bProtocol\\):",
"@(abc\\.)?abstractmethod",
]
# Exclude specific modules that are difficult to test comprehensively
omit = [
"*/external_auth_provider.py", # External HTTP calls to OAuth providers
"*/supabase_auth_provider.py", # External HTTP calls to Supabase APIs
"*/watch_service.py", # File system watching - complex integration testing
"*/background_sync.py", # Background processes
"*/cli/main.py", # CLI entry point
"*/mcp/tools/project_management.py", # Covered by integration tests
"*/mcp/tools/sync_status.py", # Covered by integration tests
"*/services/migration_service.py", # Complex migration scenarios
]
[tool.logfire]
ignore_no_config = true
ignore_no_config = true
-36
View File
@@ -1,36 +0,0 @@
#!/bin/bash
set -e
echo "Welcome to Basic Memory installer"
# 1. Install uv if not present
if ! command -v uv &> /dev/null; then
echo "Installing uv package manager..."
curl -LsSf https://github.com/astral-sh/uv/releases/download/0.1.23/uv-installer.sh | sh
fi
# 2. Configure Claude Desktop
echo "Configuring Claude Desktop..."
CONFIG_FILE="$HOME/Library/Application Support/Claude/claude_desktop_config.json"
# Create config directory if it doesn't exist
mkdir -p "$(dirname "$CONFIG_FILE")"
# If config file doesn't exist, create it with initial structure
if [ ! -f "$CONFIG_FILE" ]; then
echo '{"mcpServers": {}}' > "$CONFIG_FILE"
fi
# Add/update the basic-memory config using jq
jq '.mcpServers."basic-memory" = {
"command": "uvx",
"args": ["basic-memory"]
}' "$CONFIG_FILE" > "$CONFIG_FILE.tmp" && mv "$CONFIG_FILE.tmp" "$CONFIG_FILE"
echo "Installation complete! Basic Memory is now available in Claude Desktop."
echo "Please restart Claude Desktop for changes to take effect."
echo -e "\nQuick Start:"
echo "1. You can run sync directly using: uvx basic-memory sync"
echo "2. Optionally, install globally with: uv pip install basic-memory"
echo -e "\nBuilt with ♥️ by Basic Machines."
+5 -1
View File
@@ -1,3 +1,7 @@
"""basic-memory - Local-first knowledge management combining Zettelkasten with knowledge graphs"""
__version__ = "0.12.0"
# Package version - updated by release automation
__version__ = "0.13.7"
# API version for FastAPI - independent of package version
__api_version__ = "v0"
+3 -3
View File
@@ -8,12 +8,12 @@ from sqlalchemy import pool
from alembic import context
from basic_memory.models import Base
# set config.env to "test" for pytest to prevent logging to file in utils.setup_logging()
os.environ["BASIC_MEMORY_ENV"] = "test"
from basic_memory.config import config as app_config
# Import after setting environment variable # noqa: E402
from basic_memory.config import app_config # noqa: E402
from basic_memory.models import Base # noqa: E402
# this is the Alembic Config object, which provides
# access to the values within the .ini file in use.
@@ -0,0 +1,108 @@
"""add projects table
Revision ID: 5fe1ab1ccebe
Revises: cc7172b46608
Create Date: 2025-05-14 09:05:18.214357
"""
from typing import Sequence, Union
from alembic import op
import sqlalchemy as sa
# revision identifiers, used by Alembic.
revision: str = "5fe1ab1ccebe"
down_revision: Union[str, None] = "cc7172b46608"
branch_labels: Union[str, Sequence[str], None] = None
depends_on: Union[str, Sequence[str], None] = None
def upgrade() -> None:
# ### commands auto generated by Alembic - please adjust! ###
op.create_table(
"project",
sa.Column("id", sa.Integer(), nullable=False),
sa.Column("name", sa.String(), nullable=False),
sa.Column("description", sa.Text(), nullable=True),
sa.Column("permalink", sa.String(), nullable=False),
sa.Column("path", sa.String(), nullable=False),
sa.Column("is_active", sa.Boolean(), nullable=False),
sa.Column("is_default", sa.Boolean(), nullable=True),
sa.Column("created_at", sa.DateTime(), nullable=False),
sa.Column("updated_at", sa.DateTime(), nullable=False),
sa.PrimaryKeyConstraint("id"),
sa.UniqueConstraint("is_default"),
sa.UniqueConstraint("name"),
sa.UniqueConstraint("permalink"),
if_not_exists=True,
)
with op.batch_alter_table("project", schema=None) as batch_op:
batch_op.create_index(
"ix_project_created_at", ["created_at"], unique=False, if_not_exists=True
)
batch_op.create_index("ix_project_name", ["name"], unique=True, if_not_exists=True)
batch_op.create_index("ix_project_path", ["path"], unique=False, if_not_exists=True)
batch_op.create_index(
"ix_project_permalink", ["permalink"], unique=True, if_not_exists=True
)
batch_op.create_index(
"ix_project_updated_at", ["updated_at"], unique=False, if_not_exists=True
)
with op.batch_alter_table("entity", schema=None) as batch_op:
batch_op.add_column(sa.Column("project_id", sa.Integer(), nullable=False))
batch_op.drop_index(
"uix_entity_permalink",
sqlite_where=sa.text("content_type = 'text/markdown' AND permalink IS NOT NULL"),
)
batch_op.drop_index("ix_entity_file_path")
batch_op.create_index(batch_op.f("ix_entity_file_path"), ["file_path"], unique=False)
batch_op.create_index("ix_entity_project_id", ["project_id"], unique=False)
batch_op.create_index(
"uix_entity_file_path_project", ["file_path", "project_id"], unique=True
)
batch_op.create_index(
"uix_entity_permalink_project",
["permalink", "project_id"],
unique=True,
sqlite_where=sa.text("content_type = 'text/markdown' AND permalink IS NOT NULL"),
)
batch_op.create_foreign_key("fk_entity_project_id", "project", ["project_id"], ["id"])
# drop the search index table. it will be recreated
op.drop_table("search_index")
# ### end Alembic commands ###
def downgrade() -> None:
# ### commands auto generated by Alembic - please adjust! ###
with op.batch_alter_table("entity", schema=None) as batch_op:
batch_op.drop_constraint("fk_entity_project_id", type_="foreignkey")
batch_op.drop_index(
"uix_entity_permalink_project",
sqlite_where=sa.text("content_type = 'text/markdown' AND permalink IS NOT NULL"),
)
batch_op.drop_index("uix_entity_file_path_project")
batch_op.drop_index("ix_entity_project_id")
batch_op.drop_index(batch_op.f("ix_entity_file_path"))
batch_op.create_index("ix_entity_file_path", ["file_path"], unique=1)
batch_op.create_index(
"uix_entity_permalink",
["permalink"],
unique=1,
sqlite_where=sa.text("content_type = 'text/markdown' AND permalink IS NOT NULL"),
)
batch_op.drop_column("project_id")
with op.batch_alter_table("project", schema=None) as batch_op:
batch_op.drop_index("ix_project_updated_at")
batch_op.drop_index("ix_project_permalink")
batch_op.drop_index("ix_project_path")
batch_op.drop_index("ix_project_name")
batch_op.drop_index("ix_project_created_at")
op.drop_table("project")
# ### end Alembic commands ###
@@ -0,0 +1,104 @@
"""project constraint fix
Revision ID: 647e7a75e2cd
Revises: 5fe1ab1ccebe
Create Date: 2025-06-03 12:48:30.162566
"""
from typing import Sequence, Union
from alembic import op
import sqlalchemy as sa
# revision identifiers, used by Alembic.
revision: str = "647e7a75e2cd"
down_revision: Union[str, None] = "5fe1ab1ccebe"
branch_labels: Union[str, Sequence[str], None] = None
depends_on: Union[str, Sequence[str], None] = None
def upgrade() -> None:
"""Remove the problematic UNIQUE constraint on is_default column.
The UNIQUE constraint prevents multiple projects from having is_default=FALSE,
which breaks project creation when the service sets is_default=False.
Since SQLite doesn't support dropping specific constraints easily, we'll
recreate the table without the problematic constraint.
"""
# For SQLite, we need to recreate the table without the UNIQUE constraint
# Create a new table without the UNIQUE constraint on is_default
op.create_table(
"project_new",
sa.Column("id", sa.Integer(), nullable=False),
sa.Column("name", sa.String(), nullable=False),
sa.Column("description", sa.Text(), nullable=True),
sa.Column("permalink", sa.String(), nullable=False),
sa.Column("path", sa.String(), nullable=False),
sa.Column("is_active", sa.Boolean(), nullable=False),
sa.Column("is_default", sa.Boolean(), nullable=True), # No UNIQUE constraint!
sa.Column("created_at", sa.DateTime(), nullable=False),
sa.Column("updated_at", sa.DateTime(), nullable=False),
sa.PrimaryKeyConstraint("id"),
sa.UniqueConstraint("name"),
sa.UniqueConstraint("permalink"),
)
# Copy data from old table to new table
op.execute("INSERT INTO project_new SELECT * FROM project")
# Drop the old table
op.drop_table("project")
# Rename the new table
op.rename_table("project_new", "project")
# Recreate the indexes
with op.batch_alter_table("project", schema=None) as batch_op:
batch_op.create_index("ix_project_created_at", ["created_at"], unique=False)
batch_op.create_index("ix_project_name", ["name"], unique=True)
batch_op.create_index("ix_project_path", ["path"], unique=False)
batch_op.create_index("ix_project_permalink", ["permalink"], unique=True)
batch_op.create_index("ix_project_updated_at", ["updated_at"], unique=False)
def downgrade() -> None:
"""Add back the UNIQUE constraint on is_default column.
WARNING: This will break project creation again if multiple projects
have is_default=FALSE.
"""
# Recreate the table with the UNIQUE constraint
op.create_table(
"project_old",
sa.Column("id", sa.Integer(), nullable=False),
sa.Column("name", sa.String(), nullable=False),
sa.Column("description", sa.Text(), nullable=True),
sa.Column("permalink", sa.String(), nullable=False),
sa.Column("path", sa.String(), nullable=False),
sa.Column("is_active", sa.Boolean(), nullable=False),
sa.Column("is_default", sa.Boolean(), nullable=True),
sa.Column("created_at", sa.DateTime(), nullable=False),
sa.Column("updated_at", sa.DateTime(), nullable=False),
sa.PrimaryKeyConstraint("id"),
sa.UniqueConstraint("is_default"), # Add back the problematic constraint
sa.UniqueConstraint("name"),
sa.UniqueConstraint("permalink"),
)
# Copy data (this may fail if multiple FALSE values exist)
op.execute("INSERT INTO project_old SELECT * FROM project")
# Drop the current table and rename
op.drop_table("project")
op.rename_table("project_old", "project")
# Recreate indexes
with op.batch_alter_table("project", schema=None) as batch_op:
batch_op.create_index("ix_project_created_at", ["created_at"], unique=False)
batch_op.create_index("ix_project_name", ["name"], unique=True)
batch_op.create_index("ix_project_path", ["path"], unique=False)
batch_op.create_index("ix_project_permalink", ["permalink"], unique=True)
batch_op.create_index("ix_project_updated_at", ["updated_at"], unique=False)
@@ -56,12 +56,6 @@ def upgrade() -> None:
);
""")
# Print instruction to manually reindex after migration
print("\n------------------------------------------------------------------")
print("IMPORTANT: After migration completes, manually run the reindex command:")
print("basic-memory sync")
print("------------------------------------------------------------------\n")
def downgrade() -> None:
"""Downgrade database schema to use old search index."""
+40 -41
View File
@@ -7,54 +7,44 @@ from fastapi import FastAPI, HTTPException
from fastapi.exception_handlers import http_exception_handler
from loguru import logger
from basic_memory import __version__ as version
from basic_memory import db
from basic_memory.api.routers import knowledge, memory, project_info, resource, search
from basic_memory.config import config as project_config
from basic_memory.config import config_manager
from basic_memory.sync import SyncService, WatchService
async def run_background_sync(sync_service: SyncService, watch_service: WatchService): # pragma: no cover
logger.info(f"Starting watch service to sync file changes in dir: {project_config.home}")
# full sync
await sync_service.sync(project_config.home, show_progress=False)
# watch changes
await watch_service.run()
from basic_memory.api.routers import (
directory_router,
importer_router,
knowledge,
management,
memory,
project,
resource,
search,
prompt_router,
)
from basic_memory.config import app_config
from basic_memory.services.initialization import initialize_app, initialize_file_sync
@asynccontextmanager
async def lifespan(app: FastAPI): # pragma: no cover
"""Lifecycle manager for the FastAPI app."""
await db.run_migrations(project_config)
# Initialize app and database
logger.info("Starting Basic Memory API")
await initialize_app(app_config)
# app config
basic_memory_config = config_manager.load_config()
logger.info(f"Sync changes enabled: {basic_memory_config.sync_changes}")
logger.info(f"Update permalinks on move enabled: {basic_memory_config.update_permalinks_on_move}")
watch_task = None
if basic_memory_config.sync_changes:
# import after migrations have run
from basic_memory.cli.commands.sync import get_sync_service
sync_service = await get_sync_service()
watch_service = WatchService(
sync_service=sync_service,
file_service=sync_service.entity_service.file_service,
config=project_config,
)
watch_task = asyncio.create_task(run_background_sync(sync_service, watch_service))
logger.info(f"Sync changes enabled: {app_config.sync_changes}")
if app_config.sync_changes:
# start file sync task in background
app.state.sync_task = asyncio.create_task(initialize_file_sync(app_config))
else:
logger.info("Sync changes disabled. Skipping watch service.")
logger.info("Sync changes disabled. Skipping file sync service.")
# proceed with startup
yield
logger.info("Shutting down Basic Memory API")
if watch_task:
watch_task.cancel()
if app.state.sync_task:
logger.info("Stopping sync...")
app.state.sync_task.cancel() # pyright: ignore
await db.shutdown_db()
@@ -63,17 +53,26 @@ async def lifespan(app: FastAPI): # pragma: no cover
app = FastAPI(
title="Basic Memory API",
description="Knowledge graph API for basic-memory",
version="0.1.0",
version=version,
lifespan=lifespan,
)
# Include routers
app.include_router(knowledge.router)
app.include_router(search.router)
app.include_router(memory.router)
app.include_router(resource.router)
app.include_router(project_info.router)
app.include_router(knowledge.router, prefix="/{project}")
app.include_router(memory.router, prefix="/{project}")
app.include_router(resource.router, prefix="/{project}")
app.include_router(search.router, prefix="/{project}")
app.include_router(project.project_router, prefix="/{project}")
app.include_router(directory_router.router, prefix="/{project}")
app.include_router(prompt_router.router, prefix="/{project}")
app.include_router(importer_router.router, prefix="/{project}")
# Project resource router works accross projects
app.include_router(project.project_resource_router)
app.include_router(management.router)
# Auth routes are handled by FastMCP automatically when auth is enabled
@app.exception_handler(Exception)
+4 -2
View File
@@ -1,9 +1,11 @@
"""API routers."""
from . import knowledge_router as knowledge
from . import management_router as management
from . import memory_router as memory
from . import project_router as project
from . import resource_router as resource
from . import search_router as search
from . import project_info_router as project_info
from . import prompt_router as prompt
__all__ = ["knowledge", "memory", "resource", "search", "project_info"]
__all__ = ["knowledge", "management", "memory", "project", "resource", "search", "prompt"]
@@ -0,0 +1,63 @@
"""Router for directory tree operations."""
from typing import List, Optional
from fastapi import APIRouter, Query
from basic_memory.deps import DirectoryServiceDep, ProjectIdDep
from basic_memory.schemas.directory import DirectoryNode
router = APIRouter(prefix="/directory", tags=["directory"])
@router.get("/tree", response_model=DirectoryNode)
async def get_directory_tree(
directory_service: DirectoryServiceDep,
project_id: ProjectIdDep,
):
"""Get hierarchical directory structure from the knowledge base.
Args:
directory_service: Service for directory operations
project_id: ID of the current project
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("/list", response_model=List[DirectoryNode])
async def list_directory(
directory_service: DirectoryServiceDep,
project_id: ProjectIdDep,
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: ID of the current project
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
@@ -0,0 +1,152 @@
"""Import router for Basic Memory API."""
import json
import logging
from fastapi import APIRouter, Form, HTTPException, UploadFile, status
from basic_memory.deps import (
ChatGPTImporterDep,
ClaudeConversationsImporterDep,
ClaudeProjectsImporterDep,
MemoryJsonImporterDep,
)
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"])
@router.post("/chatgpt", response_model=ChatImportResult)
async def import_chatgpt(
importer: ChatGPTImporterDep,
file: UploadFile,
folder: str = Form("conversations"),
) -> ChatImportResult:
"""Import conversations from ChatGPT JSON export.
Args:
file: The ChatGPT conversations.json file.
folder: The folder to place the files in.
markdown_processor: MarkdownProcessor instance.
Returns:
ChatImportResult with import statistics.
Raises:
HTTPException: If import fails.
"""
return await import_file(importer, file, folder)
@router.post("/claude/conversations", response_model=ChatImportResult)
async def import_claude_conversations(
importer: ClaudeConversationsImporterDep,
file: UploadFile,
folder: str = Form("conversations"),
) -> ChatImportResult:
"""Import conversations from Claude conversations.json export.
Args:
file: The Claude conversations.json file.
folder: The folder to place the files in.
markdown_processor: MarkdownProcessor instance.
Returns:
ChatImportResult with import statistics.
Raises:
HTTPException: If import fails.
"""
return await import_file(importer, file, folder)
@router.post("/claude/projects", response_model=ProjectImportResult)
async def import_claude_projects(
importer: ClaudeProjectsImporterDep,
file: UploadFile,
folder: str = Form("projects"),
) -> ProjectImportResult:
"""Import projects from Claude projects.json export.
Args:
file: The Claude projects.json file.
base_folder: The base folder to place the files in.
markdown_processor: MarkdownProcessor instance.
Returns:
ProjectImportResult with import statistics.
Raises:
HTTPException: If import fails.
"""
return await import_file(importer, file, folder)
@router.post("/memory-json", response_model=EntityImportResult)
async def import_memory_json(
importer: MemoryJsonImporterDep,
file: UploadFile,
folder: str = Form("conversations"),
) -> EntityImportResult:
"""Import entities and relations from a memory.json file.
Args:
file: The memory.json file.
destination_folder: Optional destination folder within the project.
markdown_processor: MarkdownProcessor instance.
Returns:
EntityImportResult with import statistics.
Raises:
HTTPException: If import fails.
"""
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("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):
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("Import failed")
raise HTTPException(
status_code=status.HTTP_500_INTERNAL_SERVER_ERROR,
detail=f"Import failed: {str(e)}",
)
+139 -37
View File
@@ -10,6 +10,11 @@ from basic_memory.deps import (
get_search_service,
SearchServiceDep,
LinkResolverDep,
ProjectPathDep,
FileServiceDep,
ProjectConfigDep,
AppConfigDep,
SyncServiceDep,
)
from basic_memory.schemas import (
EntityListResponse,
@@ -17,8 +22,8 @@ from basic_memory.schemas import (
DeleteEntitiesResponse,
DeleteEntitiesRequest,
)
from basic_memory.schemas.request import EditEntityRequest, MoveEntityRequest
from basic_memory.schemas.base import Permalink, Entity
from basic_memory.services.exceptions import EntityNotFoundError
router = APIRouter(prefix="/knowledge", tags=["knowledge"])
@@ -44,43 +49,37 @@ async def create_entity(
result = EntityResponse.model_validate(entity)
logger.info(
"API response",
endpoint="create_entity",
title=result.title,
permalink=result.permalink,
status_code=201,
f"API response: endpoint='create_entity' title={result.title}, permalink={result.permalink}, status_code=201"
)
return result
@router.put("/entities/{permalink:path}", response_model=EntityResponse)
async def create_or_update_entity(
project: ProjectPathDep,
permalink: Permalink,
data: Entity,
response: Response,
background_tasks: BackgroundTasks,
entity_service: EntityServiceDep,
search_service: SearchServiceDep,
file_service: FileServiceDep,
sync_service: SyncServiceDep,
) -> EntityResponse:
"""Create or update an entity. If entity exists, it will be updated, otherwise created."""
logger.info(
"API request",
endpoint="create_or_update_entity",
permalink=permalink,
entity_type=data.entity_type,
title=data.title,
f"API request: create_or_update_entity for {project=}, {permalink=}, {data.entity_type=}, {data.title=}"
)
# Validate permalink matches
if data.permalink != permalink:
logger.warning(
"API validation error",
endpoint="create_or_update_entity",
permalink=permalink,
data_permalink=data.permalink,
error="Permalink mismatch",
f"API validation error: creating/updating entity with permalink mismatch - url={permalink}, data={data.permalink}",
)
raise HTTPException(
status_code=400,
detail=f"Entity permalink {data.permalink} must match URL path: '{permalink}'",
)
raise HTTPException(status_code=400, detail="Entity permalink must match URL path")
# Try create_or_update operation
entity, created = await entity_service.create_or_update_entity(data)
@@ -88,41 +87,144 @@ async def create_or_update_entity(
# reindex
await search_service.index_entity(entity, background_tasks=background_tasks)
# Attempt immediate relation resolution when creating new entities
# This helps resolve forward references when related entities are created in the same session
if created:
try:
await sync_service.resolve_relations()
logger.debug(f"Resolved relations after creating entity: {entity.permalink}")
except Exception as e: # pragma: no cover
# Don't fail the entire request if relation resolution fails
logger.warning(f"Failed to resolve relations after entity creation: {e}")
result = EntityResponse.model_validate(entity)
logger.info(
"API response",
endpoint="create_or_update_entity",
title=result.title,
permalink=result.permalink,
created=created,
status_code=response.status_code,
f"API response: {result.title=}, {result.permalink=}, {created=}, status_code={response.status_code}"
)
return result
@router.patch("/entities/{identifier:path}", response_model=EntityResponse)
async def edit_entity(
identifier: str,
data: EditEntityRequest,
background_tasks: BackgroundTasks,
entity_service: EntityServiceDep,
search_service: SearchServiceDep,
) -> EntityResponse:
"""Edit an existing entity using various operations like append, prepend, find_replace, or replace_section.
This endpoint allows for targeted edits without requiring the full entity content.
"""
logger.info(
f"API request: endpoint='edit_entity', identifier='{identifier}', operation='{data.operation}'"
)
try:
# Edit the entity using the service
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 the updated entity
await search_service.index_entity(entity, background_tasks=background_tasks)
# Return the updated entity response
result = EntityResponse.model_validate(entity)
logger.info(
"API response",
endpoint="edit_entity",
identifier=identifier,
operation=data.operation,
permalink=result.permalink,
status_code=200,
)
return result
except Exception as e:
logger.error(f"Error editing entity: {e}")
raise HTTPException(status_code=400, detail=str(e))
@router.post("/move")
async def move_entity(
data: MoveEntityRequest,
background_tasks: BackgroundTasks,
entity_service: EntityServiceDep,
project_config: ProjectConfigDep,
app_config: AppConfigDep,
search_service: SearchServiceDep,
) -> EntityResponse:
"""Move an entity to a new file location with project consistency.
This endpoint moves a note to a different path while maintaining project
consistency and optionally updating permalinks based on configuration.
"""
logger.info(
f"API request: endpoint='move_entity', identifier='{data.identifier}', destination='{data.destination_path}'"
)
try:
# Move the entity using the service
moved_entity = await entity_service.move_entity(
identifier=data.identifier,
destination_path=data.destination_path,
project_config=project_config,
app_config=app_config,
)
# Get the moved entity to reindex it
entity = await entity_service.link_resolver.resolve_link(data.destination_path)
if entity:
await search_service.index_entity(entity, background_tasks=background_tasks)
logger.info(
"API response",
endpoint="move_entity",
identifier=data.identifier,
destination=data.destination_path,
status_code=200,
)
result = EntityResponse.model_validate(moved_entity)
return result
except Exception as e:
logger.error(f"Error moving entity: {e}")
raise HTTPException(status_code=400, detail=str(e))
## Read endpoints
@router.get("/entities/{permalink:path}", response_model=EntityResponse)
@router.get("/entities/{identifier:path}", response_model=EntityResponse)
async def get_entity(
entity_service: EntityServiceDep,
permalink: str,
link_resolver: LinkResolverDep,
identifier: str,
) -> EntityResponse:
"""Get a specific entity by ID.
"""Get a specific entity by file path or permalink..
Args:
permalink: Entity path ID
content: If True, include full file content
identifier: Entity file path or permalink
:param entity_service: EntityService
:param link_resolver: LinkResolver
"""
logger.info(f"request: get_entity with permalink={permalink}")
try:
entity = await entity_service.get_by_permalink(permalink)
result = EntityResponse.model_validate(entity)
return result
except EntityNotFoundError:
raise HTTPException(status_code=404, detail=f"Entity with {permalink} not found")
logger.info(f"request: get_entity with identifier={identifier}")
entity = await link_resolver.resolve_link(identifier)
if not entity:
raise HTTPException(status_code=404, detail=f"Entity {identifier} not found")
result = EntityResponse.model_validate(entity)
return result
@router.get("/entities", response_model=EntityListResponse)
@@ -161,8 +263,8 @@ async def delete_entity(
# Delete the entity
deleted = await entity_service.delete_entity(entity.permalink or entity.id)
# Remove from search index
background_tasks.add_task(search_service.delete_by_permalink, entity.permalink)
# Remove from search index (entity, observations, and relations)
background_tasks.add_task(search_service.handle_delete, entity)
result = DeleteEntitiesResponse(deleted=deleted)
return result
@@ -0,0 +1,78 @@
"""Management router for basic-memory API."""
import asyncio
from fastapi import APIRouter, Request
from loguru import logger
from pydantic import BaseModel
from basic_memory.config import app_config
from basic_memory.deps import SyncServiceDep, ProjectRepositoryDep
router = APIRouter(prefix="/management", tags=["management"])
class WatchStatusResponse(BaseModel):
"""Response model for watch status."""
running: bool
"""Whether the watch service is currently running."""
@router.get("/watch/status", response_model=WatchStatusResponse)
async def get_watch_status(request: Request) -> WatchStatusResponse:
"""Get the current status of the watch service."""
return WatchStatusResponse(
running=request.app.state.watch_task is not None and not request.app.state.watch_task.done()
)
@router.post("/watch/start", response_model=WatchStatusResponse)
async def start_watch_service(
request: Request, project_repository: ProjectRepositoryDep, sync_service: SyncServiceDep
) -> WatchStatusResponse:
"""Start the watch service if it's not already running."""
# needed because of circular imports from sync -> app
from basic_memory.sync import WatchService
from basic_memory.sync.background_sync import create_background_sync_task
if request.app.state.watch_task is not None and not request.app.state.watch_task.done():
# Watch service is already running
return WatchStatusResponse(running=True)
# Create and start a new watch service
logger.info("Starting watch service via management API")
# Get services needed for the watch task
watch_service = WatchService(
app_config=app_config,
project_repository=project_repository,
)
# Create and store the task
watch_task = create_background_sync_task(sync_service, watch_service)
request.app.state.watch_task = watch_task
return WatchStatusResponse(running=True)
@router.post("/watch/stop", response_model=WatchStatusResponse)
async def stop_watch_service(request: Request) -> WatchStatusResponse: # pragma: no cover
"""Stop the watch service if it's running."""
if request.app.state.watch_task is None or request.app.state.watch_task.done():
# Watch service is not running
return WatchStatusResponse(running=False)
# Cancel the running task
logger.info("Stopping watch service via management API")
request.app.state.watch_task.cancel()
# Wait for it to be properly cancelled
try:
await request.app.state.watch_task
except asyncio.CancelledError:
pass
request.app.state.watch_task = None
return WatchStatusResponse(running=False)
+6 -62
View File
@@ -1,78 +1,22 @@
"""Routes for memory:// URI operations."""
from typing import Annotated
from typing import Annotated, Optional
from dateparser import parse
from fastapi import APIRouter, Query
from loguru import logger
from basic_memory.deps import ContextServiceDep, EntityRepositoryDep
from basic_memory.repository import EntityRepository
from basic_memory.repository.search_repository import SearchIndexRow
from basic_memory.schemas.base import TimeFrame
from basic_memory.schemas.base import TimeFrame, parse_timeframe
from basic_memory.schemas.memory import (
GraphContext,
RelationSummary,
EntitySummary,
ObservationSummary,
MemoryMetadata,
normalize_memory_url,
)
from basic_memory.schemas.search import SearchItemType
from basic_memory.services.context_service import ContextResultRow
from basic_memory.api.routers.utils import to_graph_context
router = APIRouter(prefix="/memory", tags=["memory"])
async def to_graph_context(context, entity_repository: EntityRepository, page: int, page_size: int):
# return results
async def to_summary(item: SearchIndexRow | ContextResultRow):
match item.type:
case SearchItemType.ENTITY:
return EntitySummary(
title=item.title, # pyright: ignore
permalink=item.permalink,
content=item.content,
file_path=item.file_path,
created_at=item.created_at,
)
case SearchItemType.OBSERVATION:
return ObservationSummary(
title=item.title, # pyright: ignore
file_path=item.file_path,
category=item.category, # pyright: ignore
content=item.content, # pyright: ignore
permalink=item.permalink, # pyright: ignore
created_at=item.created_at,
)
case SearchItemType.RELATION:
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(
title=item.title, # pyright: ignore
file_path=item.file_path,
permalink=item.permalink, # pyright: ignore
relation_type=item.type,
from_entity=from_entity.permalink, # pyright: ignore
to_entity=to_entity.permalink if to_entity else None,
created_at=item.created_at,
)
case _: # pragma: no cover
raise ValueError(f"Unexpected type: {item.type}")
primary_results = [await to_summary(r) for r in context["primary_results"]]
related_results = [await to_summary(r) for r in context["related_results"]]
metadata = MemoryMetadata.model_validate(context["metadata"])
# Transform to GraphContext
return GraphContext(
primary_results=primary_results,
related_results=related_results,
metadata=metadata,
page=page,
page_size=page_size,
)
@router.get("/recent", response_model=GraphContext)
async def recent(
context_service: ContextServiceDep,
@@ -95,7 +39,7 @@ async def recent(
f"Getting recent context: `{types}` depth: `{depth}` timeframe: `{timeframe}` page: `{page}` page_size: `{page_size}` max_related: `{max_related}`"
)
# Parse timeframe
since = parse(timeframe)
since = parse_timeframe(timeframe)
limit = page_size
offset = (page - 1) * page_size
@@ -119,7 +63,7 @@ async def get_memory_context(
entity_repository: EntityRepositoryDep,
uri: str,
depth: int = 1,
timeframe: TimeFrame = "7d",
timeframe: Optional[TimeFrame] = None,
page: int = 1,
page_size: int = 10,
max_related: int = 10,
@@ -133,7 +77,7 @@ async def get_memory_context(
memory_url = normalize_memory_url(uri)
# Parse timeframe
since = parse(timeframe)
since = parse_timeframe(timeframe) if timeframe else None
limit = page_size
offset = (page - 1) * page_size
@@ -1,274 +0,0 @@
"""Router for statistics and system information."""
import json
from datetime import datetime
from basic_memory.config import config, config_manager
from basic_memory.deps import (
ProjectInfoRepositoryDep,
)
from basic_memory.repository.project_info_repository import ProjectInfoRepository
from basic_memory.schemas import (
ProjectInfoResponse,
ProjectStatistics,
ActivityMetrics,
SystemStatus,
)
from basic_memory.sync.watch_service import WATCH_STATUS_JSON
from fastapi import APIRouter
from sqlalchemy import text
router = APIRouter(prefix="/stats", tags=["statistics"])
@router.get("/project-info", response_model=ProjectInfoResponse)
async def get_project_info(
repository: ProjectInfoRepositoryDep,
) -> ProjectInfoResponse:
"""Get comprehensive information about the current Basic Memory project."""
# Get statistics
statistics = await get_statistics(repository)
# Get activity metrics
activity = await get_activity_metrics(repository)
# Get system status
system = await get_system_status()
# Get project configuration information
project_name = config.project
project_path = str(config.home)
available_projects = config_manager.projects
default_project = config_manager.default_project
# Construct the response
return ProjectInfoResponse(
project_name=project_name,
project_path=project_path,
available_projects=available_projects,
default_project=default_project,
statistics=statistics,
activity=activity,
system=system,
)
async def get_statistics(repository: ProjectInfoRepository) -> ProjectStatistics:
"""Get statistics about the current project."""
# Get basic counts
entity_count_result = await repository.execute_query(text("SELECT COUNT(*) FROM entity"))
total_entities = entity_count_result.scalar() or 0
observation_count_result = await repository.execute_query(
text("SELECT COUNT(*) FROM observation")
)
total_observations = observation_count_result.scalar() or 0
relation_count_result = await repository.execute_query(text("SELECT COUNT(*) FROM relation"))
total_relations = relation_count_result.scalar() or 0
unresolved_count_result = await repository.execute_query(
text("SELECT COUNT(*) FROM relation WHERE to_id IS NULL")
)
total_unresolved = unresolved_count_result.scalar() or 0
# Get entity counts by type
entity_types_result = await repository.execute_query(
text("SELECT entity_type, COUNT(*) FROM entity GROUP BY entity_type")
)
entity_types = {row[0]: row[1] for row in entity_types_result.fetchall()}
# Get observation counts by category
category_result = await repository.execute_query(
text("SELECT category, COUNT(*) FROM observation GROUP BY category")
)
observation_categories = {row[0]: row[1] for row in category_result.fetchall()}
# Get relation counts by type
relation_types_result = await repository.execute_query(
text("SELECT relation_type, COUNT(*) FROM relation GROUP BY relation_type")
)
relation_types = {row[0]: row[1] for row in relation_types_result.fetchall()}
# Find most connected entities (most outgoing relations)
connected_result = await repository.execute_query(
text("""
SELECT e.id, e.title, e.permalink, COUNT(r.id) AS relation_count
FROM entity e
JOIN relation r ON e.id = r.from_id
GROUP BY e.id
ORDER BY relation_count DESC
LIMIT 10
""")
)
most_connected = [
{"id": row[0], "title": row[1], "permalink": row[2], "relation_count": row[3]}
for row in connected_result.fetchall()
]
# Count isolated entities (no relations)
isolated_result = await repository.execute_query(
text("""
SELECT COUNT(e.id)
FROM entity e
LEFT JOIN relation r1 ON e.id = r1.from_id
LEFT JOIN relation r2 ON e.id = r2.to_id
WHERE r1.id IS NULL AND r2.id IS NULL
""")
)
isolated_count = isolated_result.scalar() or 0
return ProjectStatistics(
total_entities=total_entities,
total_observations=total_observations,
total_relations=total_relations,
total_unresolved_relations=total_unresolved,
entity_types=entity_types,
observation_categories=observation_categories,
relation_types=relation_types,
most_connected_entities=most_connected,
isolated_entities=isolated_count,
)
async def get_activity_metrics(repository: ProjectInfoRepository) -> ActivityMetrics:
"""Get activity metrics for the current project."""
# Get recently created entities
created_result = await repository.execute_query(
text("""
SELECT id, title, permalink, entity_type, created_at
FROM entity
ORDER BY created_at DESC
LIMIT 10
""")
)
recently_created = [
{
"id": row[0],
"title": row[1],
"permalink": row[2],
"entity_type": row[3],
"created_at": row[4],
}
for row in created_result.fetchall()
]
# Get recently updated entities
updated_result = await repository.execute_query(
text("""
SELECT id, title, permalink, entity_type, updated_at
FROM entity
ORDER BY updated_at DESC
LIMIT 10
""")
)
recently_updated = [
{
"id": row[0],
"title": row[1],
"permalink": row[2],
"entity_type": row[3],
"updated_at": row[4],
}
for row in updated_result.fetchall()
]
# Get monthly growth over the last 6 months
# Calculate the start of 6 months ago
now = datetime.now()
six_months_ago = datetime(
now.year - (1 if now.month <= 6 else 0), ((now.month - 6) % 12) or 12, 1
)
# Query for monthly entity creation
entity_growth_result = await repository.execute_query(
text(f"""
SELECT
strftime('%Y-%m', created_at) AS month,
COUNT(*) AS count
FROM entity
WHERE created_at >= '{six_months_ago.isoformat()}'
GROUP BY month
ORDER BY month
""")
)
entity_growth = {row[0]: row[1] for row in entity_growth_result.fetchall()}
# Query for monthly observation creation
observation_growth_result = await repository.execute_query(
text(f"""
SELECT
strftime('%Y-%m', created_at) AS month,
COUNT(*) AS count
FROM observation
INNER JOIN entity ON observation.entity_id = entity.id
WHERE entity.created_at >= '{six_months_ago.isoformat()}'
GROUP BY month
ORDER BY month
""")
)
observation_growth = {row[0]: row[1] for row in observation_growth_result.fetchall()}
# Query for monthly relation creation
relation_growth_result = await repository.execute_query(
text(f"""
SELECT
strftime('%Y-%m', created_at) AS month,
COUNT(*) AS count
FROM relation
INNER JOIN entity ON relation.from_id = entity.id
WHERE entity.created_at >= '{six_months_ago.isoformat()}'
GROUP BY month
ORDER BY month
""")
)
relation_growth = {row[0]: row[1] for row in relation_growth_result.fetchall()}
# Combine all monthly growth data
monthly_growth = {}
for month in set(
list(entity_growth.keys()) + list(observation_growth.keys()) + list(relation_growth.keys())
):
monthly_growth[month] = {
"entities": entity_growth.get(month, 0),
"observations": observation_growth.get(month, 0),
"relations": relation_growth.get(month, 0),
"total": (
entity_growth.get(month, 0)
+ observation_growth.get(month, 0)
+ relation_growth.get(month, 0)
),
}
return ActivityMetrics(
recently_created=recently_created,
recently_updated=recently_updated,
monthly_growth=monthly_growth,
)
async def get_system_status() -> SystemStatus:
"""Get system status information."""
import basic_memory
# Get database information
db_path = config.database_path
db_size = db_path.stat().st_size if db_path.exists() else 0
db_size_readable = f"{db_size / (1024 * 1024):.2f} MB"
# Get watch service status if available
watch_status = None
watch_status_path = config.home / ".basic-memory" / WATCH_STATUS_JSON
if watch_status_path.exists():
try:
watch_status = json.loads(watch_status_path.read_text(encoding="utf-8"))
except Exception: # pragma: no cover
pass
return SystemStatus(
version=basic_memory.__version__,
database_path=str(db_path),
database_size=db_size_readable,
watch_status=watch_status,
timestamp=datetime.now(),
)
@@ -0,0 +1,234 @@
"""Router for project management."""
from fastapi import APIRouter, HTTPException, Path, Body
from typing import Optional
from basic_memory.deps import ProjectServiceDep, ProjectPathDep
from basic_memory.schemas import ProjectInfoResponse
from basic_memory.schemas.project_info import (
ProjectList,
ProjectItem,
ProjectInfoRequest,
ProjectStatusResponse,
)
# Router for resources in a specific project
project_router = APIRouter(prefix="/project", tags=["project"])
# Router for managing project resources
project_resource_router = APIRouter(prefix="/projects", tags=["project_management"])
@project_router.get("/info", response_model=ProjectInfoResponse)
async def get_project_info(
project_service: ProjectServiceDep,
project: ProjectPathDep,
) -> ProjectInfoResponse:
"""Get comprehensive information about the specified Basic Memory project."""
return await project_service.get_project_info(project)
# Update a project
@project_router.patch("/{name}", response_model=ProjectStatusResponse)
async def update_project(
project_service: ProjectServiceDep,
project_name: str = Path(..., description="Name of the project to update"),
path: Optional[str] = Body(None, description="New path for the project"),
is_active: Optional[bool] = Body(None, description="Status of the project (active/inactive)"),
) -> ProjectStatusResponse:
"""Update a project's information in configuration and database.
Args:
project_name: The name of the project to update
path: Optional new path for the project
is_active: Optional status update for the project
Returns:
Response confirming the project was updated
"""
try: # pragma: no cover
# Get original project info for the response
old_project_info = ProjectItem(
name=project_name,
path=project_service.projects.get(project_name, ""),
)
await project_service.update_project(project_name, updated_path=path, is_active=is_active)
# Get updated project info
updated_path = path if path else project_service.projects.get(project_name, "")
return ProjectStatusResponse(
message=f"Project '{project_name}' updated successfully",
status="success",
default=(project_name == project_service.default_project),
old_project=old_project_info,
new_project=ProjectItem(name=project_name, path=updated_path),
)
except ValueError as e: # pragma: no cover
raise HTTPException(status_code=400, detail=str(e))
# List all available projects
@project_resource_router.get("/projects", response_model=ProjectList)
async def list_projects(
project_service: ProjectServiceDep,
) -> ProjectList:
"""List all configured projects.
Returns:
A list of all projects with metadata
"""
projects = await project_service.list_projects()
default_project = project_service.default_project
project_items = [
ProjectItem(
name=project.name,
path=project.path,
is_default=project.is_default or False,
)
for project in projects
]
return ProjectList(
projects=project_items,
default_project=default_project,
)
# Add a new project
@project_resource_router.post("/projects", response_model=ProjectStatusResponse)
async def add_project(
project_data: ProjectInfoRequest,
project_service: ProjectServiceDep,
) -> ProjectStatusResponse:
"""Add a new project to configuration and database.
Args:
project_data: The project name and path, with option to set as default
Returns:
Response confirming the project was added
"""
try: # pragma: no cover
await project_service.add_project(
project_data.name, project_data.path, set_default=project_data.set_default
)
return ProjectStatusResponse( # pyright: ignore [reportCallIssue]
message=f"Project '{project_data.name}' added successfully",
status="success",
default=project_data.set_default,
new_project=ProjectItem(
name=project_data.name, path=project_data.path, is_default=project_data.set_default
),
)
except ValueError as e: # pragma: no cover
raise HTTPException(status_code=400, detail=str(e))
# Remove a project
@project_resource_router.delete("/{name}", response_model=ProjectStatusResponse)
async def remove_project(
project_service: ProjectServiceDep,
name: str = Path(..., description="Name of the project to remove"),
) -> ProjectStatusResponse:
"""Remove a project from configuration and database.
Args:
name: The name of the project to remove
Returns:
Response confirming the project was removed
"""
try:
old_project = await project_service.get_project(name)
if not old_project: # pragma: no cover
raise HTTPException(
status_code=404, detail=f"Project: '{name}' does not exist"
) # pragma: no cover
await project_service.remove_project(name)
return ProjectStatusResponse(
message=f"Project '{name}' removed successfully",
status="success",
default=False,
old_project=ProjectItem(name=old_project.name, path=old_project.path),
new_project=None,
)
except ValueError as e: # pragma: no cover
raise HTTPException(status_code=400, detail=str(e))
# Set a project as default
@project_resource_router.put("/{name}/default", response_model=ProjectStatusResponse)
async def set_default_project(
project_service: ProjectServiceDep,
name: str = Path(..., description="Name of the project to set as default"),
) -> ProjectStatusResponse:
"""Set a project as the default project.
Args:
name: The name of the project to set as default
Returns:
Response confirming the project was set as default
"""
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: # pragma: no cover
raise HTTPException( # pragma: no cover
status_code=404, detail=f"Default Project: '{default_name}' does not exist"
)
# get the new project
new_default_project = await project_service.get_project(name)
if not new_default_project: # pragma: no cover
raise HTTPException(
status_code=404, detail=f"Project: '{name}' does not exist"
) # pragma: no cover
await project_service.set_default_project(name)
return ProjectStatusResponse(
message=f"Project '{name}' set as default successfully",
status="success",
default=True,
old_project=ProjectItem(name=default_name, path=default_project.path),
new_project=ProjectItem(
name=name,
path=new_default_project.path,
is_default=True,
),
)
except ValueError as e: # pragma: no cover
raise HTTPException(status_code=400, detail=str(e))
# Synchronize projects between config and database
@project_resource_router.post("/sync", response_model=ProjectStatusResponse)
async def synchronize_projects(
project_service: ProjectServiceDep,
) -> ProjectStatusResponse:
"""Synchronize projects between configuration file and database.
Ensures that all projects in the configuration file exist in the database
and vice versa.
Returns:
Response confirming synchronization was completed
"""
try: # pragma: no cover
await project_service.synchronize_projects()
return ProjectStatusResponse( # pyright: ignore [reportCallIssue]
message="Projects synchronized successfully between configuration and database",
status="success",
default=False,
)
except ValueError as e: # pragma: no cover
raise HTTPException(status_code=400, detail=str(e))
@@ -0,0 +1,260 @@
"""Router for prompt-related operations.
This router is responsible for rendering various prompts using Handlebars templates.
It centralizes all prompt formatting logic that was previously in the MCP prompts.
"""
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 (
ContextServiceDep,
EntityRepositoryDep,
SearchServiceDep,
EntityServiceDep,
)
from basic_memory.schemas.prompt import (
ContinueConversationRequest,
SearchPromptRequest,
PromptResponse,
PromptMetadata,
)
from basic_memory.schemas.search import SearchItemType, SearchQuery
router = APIRouter(prefix="/prompt", tags=["prompt"])
@router.post("/continue-conversation", response_model=PromptResponse)
async def continue_conversation(
search_service: SearchServiceDep,
entity_service: EntityServiceDep,
context_service: ContextServiceDep,
entity_repository: EntityRepositoryDep,
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:
request: The request parameters
Returns:
Formatted continuation prompt with context
"""
logger.info(
f"Generating continue conversation prompt, 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(
search_service: SearchServiceDep,
entity_service: EntityServiceDep,
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:
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"Generating search prompt, 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)}",
)
+3 -21
View File
@@ -2,7 +2,8 @@
from fastapi import APIRouter, BackgroundTasks
from basic_memory.schemas.search import SearchQuery, SearchResult, SearchResponse
from basic_memory.api.routers.utils import to_search_results
from basic_memory.schemas.search import SearchQuery, SearchResponse
from basic_memory.deps import SearchServiceDep, EntityServiceDep
router = APIRouter(prefix="/search", tags=["search"])
@@ -20,26 +21,7 @@ async def search(
limit = page_size
offset = (page - 1) * page_size
results = await search_service.search(query, limit=limit, offset=offset)
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
search_results.append(
SearchResult(
title=r.title, # pyright: ignore
type=r.type, # pyright: ignore
permalink=r.permalink,
score=r.score, # pyright: ignore
entity=entities[0].permalink if entities else None,
content=r.content,
file_path=r.file_path,
metadata=r.metadata,
category=r.category,
from_entity=entities[0].permalink if entities else None,
to_entity=entities[1].permalink if len(entities) > 1 else None,
relation_type=r.relation_type,
)
)
search_results = await to_search_results(entity_service, results)
return SearchResponse(
results=search_results,
current_page=page,
+130
View File
@@ -0,0 +1,130 @@
from typing import Optional, List
from basic_memory.repository import EntityRepository
from basic_memory.repository.search_repository import SearchIndexRow
from basic_memory.schemas.memory import (
EntitySummary,
ObservationSummary,
RelationSummary,
MemoryMetadata,
GraphContext,
ContextResult,
)
from basic_memory.schemas.search import SearchItemType, SearchResult
from basic_memory.services import EntityService
from basic_memory.services.context_service import (
ContextResultRow,
ContextResult as ServiceContextResult,
)
async def to_graph_context(
context_result: ServiceContextResult,
entity_repository: EntityRepository,
page: Optional[int] = None,
page_size: Optional[int] = None,
):
# Helper function to convert items to summaries
async def to_summary(item: SearchIndexRow | ContextResultRow):
match item.type:
case SearchItemType.ENTITY:
return EntitySummary(
title=item.title, # pyright: ignore
permalink=item.permalink,
content=item.content,
file_path=item.file_path,
created_at=item.created_at,
)
case SearchItemType.OBSERVATION:
return ObservationSummary(
title=item.title, # pyright: ignore
file_path=item.file_path,
category=item.category, # pyright: ignore
content=item.content, # pyright: ignore
permalink=item.permalink, # pyright: ignore
created_at=item.created_at,
)
case SearchItemType.RELATION:
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(
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, # pyright: ignore
to_entity=to_entity.title if to_entity else None,
created_at=item.created_at,
)
case _: # pragma: no cover
raise ValueError(f"Unexpected type: {item.type}")
# Process the hierarchical results
hierarchical_results = []
for context_item in context_result.results:
# Process primary result
primary_result = await to_summary(context_item.primary_result)
# Process observations
observations = []
for obs in context_item.observations:
observations.append(await to_summary(obs))
# Process related results
related = []
for rel in context_item.related_results:
related.append(await to_summary(rel))
# Add to hierarchical results
hierarchical_results.append(
ContextResult(
primary_result=primary_result,
observations=observations,
related_results=related,
)
)
# Create schema metadata from service metadata
metadata = MemoryMetadata(
uri=context_result.metadata.uri,
types=context_result.metadata.types,
depth=context_result.metadata.depth,
timeframe=context_result.metadata.timeframe,
generated_at=context_result.metadata.generated_at,
primary_count=context_result.metadata.primary_count,
related_count=context_result.metadata.related_count,
total_results=context_result.metadata.primary_count + context_result.metadata.related_count,
total_relations=context_result.metadata.total_relations,
total_observations=context_result.metadata.total_observations,
)
# Return new GraphContext with just hierarchical results
return GraphContext(
results=hierarchical_results,
metadata=metadata,
page=page,
page_size=page_size,
)
async def to_search_results(entity_service: EntityService, results: List[SearchIndexRow]):
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
search_results.append(
SearchResult(
title=r.title, # pyright: ignore
type=r.type, # pyright: ignore
permalink=r.permalink,
score=r.score, # pyright: ignore
entity=entities[0].permalink if entities else None,
content=r.content,
file_path=r.file_path,
metadata=r.metadata,
category=r.category,
from_entity=entities[0].permalink if entities else None,
to_entity=entities[1].permalink if len(entities) > 1 else None,
relation_type=r.relation_type,
)
)
return search_results
+292
View File
@@ -0,0 +1,292 @@
"""Template loading and rendering utilities for the Basic Memory API.
This module handles the loading and rendering of Handlebars templates from the
templates directory, providing a consistent interface for all prompt-related
formatting needs.
"""
import textwrap
from typing import Dict, Any, Optional, Callable
from pathlib import Path
import json
import datetime
import pybars
from loguru import logger
# Get the base path of the templates directory
TEMPLATES_DIR = Path(__file__).parent.parent / "templates"
# Custom helpers for Handlebars
def _date_helper(this, *args):
"""Format a date using the given format string."""
if len(args) < 1: # pragma: no cover
return ""
timestamp = args[0]
format_str = args[1] if len(args) > 1 else "%Y-%m-%d %H:%M"
if hasattr(timestamp, "strftime"):
result = timestamp.strftime(format_str)
elif isinstance(timestamp, str):
try:
dt = datetime.datetime.fromisoformat(timestamp)
result = dt.strftime(format_str)
except ValueError:
result = timestamp
else:
result = str(timestamp) # pragma: no cover
return pybars.strlist([result])
def _default_helper(this, *args):
"""Return a default value if the given value is None or empty."""
if len(args) < 2: # pragma: no cover
return ""
value = args[0]
default_value = args[1]
result = default_value if value is None or value == "" else value
# Use strlist for consistent handling of HTML escaping
return pybars.strlist([str(result)])
def _capitalize_helper(this, *args):
"""Capitalize the first letter of a string."""
if len(args) < 1: # pragma: no cover
return ""
text = args[0]
if not text or not isinstance(text, str): # pragma: no cover
result = ""
else:
result = text.capitalize()
return pybars.strlist([result])
def _round_helper(this, *args):
"""Round a number to the specified number of decimal places."""
if len(args) < 1:
return ""
value = args[0]
decimal_places = args[1] if len(args) > 1 else 2
try:
result = str(round(float(value), int(decimal_places)))
except (ValueError, TypeError):
result = str(value)
return pybars.strlist([result])
def _size_helper(this, *args):
"""Return the size/length of a collection."""
if len(args) < 1:
return 0
value = args[0]
if value is None:
result = "0"
elif isinstance(value, (list, tuple, dict, str)):
result = str(len(value)) # pragma: no cover
else: # pragma: no cover
result = "0"
return pybars.strlist([result])
def _json_helper(this, *args):
"""Convert a value to a JSON string."""
if len(args) < 1: # pragma: no cover
return "{}"
value = args[0]
# For pybars, we need to return a SafeString to prevent HTML escaping
result = json.dumps(value) # pragma: no cover
# Safe string implementation to prevent HTML escaping
return pybars.strlist([result])
def _math_helper(this, *args):
"""Perform basic math operations."""
if len(args) < 3:
return pybars.strlist(["Math error: Insufficient arguments"])
lhs = args[0]
operator = args[1]
rhs = args[2]
try:
lhs = float(lhs)
rhs = float(rhs)
if operator == "+":
result = str(lhs + rhs)
elif operator == "-":
result = str(lhs - rhs)
elif operator == "*":
result = str(lhs * rhs)
elif operator == "/":
result = str(lhs / rhs)
else:
result = f"Unsupported operator: {operator}"
except (ValueError, TypeError) as e:
result = f"Math error: {e}"
return pybars.strlist([result])
def _lt_helper(this, *args):
"""Check if left hand side is less than right hand side."""
if len(args) < 2:
return False
lhs = args[0]
rhs = args[1]
try:
return float(lhs) < float(rhs)
except (ValueError, TypeError):
# Fall back to string comparison for non-numeric values
return str(lhs) < str(rhs)
def _if_cond_helper(this, options, condition):
"""Block helper for custom if conditionals."""
if condition:
return options["fn"](this)
elif "inverse" in options:
return options["inverse"](this)
return "" # pragma: no cover
def _dedent_helper(this, options):
"""Dedent a block of text to remove common leading whitespace.
Usage:
{{#dedent}}
This text will have its
common leading whitespace removed
while preserving relative indentation.
{{/dedent}}
"""
if "fn" not in options: # pragma: no cover
return ""
# Get the content from the block
content = options["fn"](this)
# Convert to string if it's a strlist
if (
isinstance(content, list)
or hasattr(content, "__iter__")
and not isinstance(content, (str, bytes))
):
content_str = "".join(str(item) for item in content) # pragma: no cover
else:
content_str = str(content) # pragma: no cover
# Add trailing and leading newlines to ensure proper dedenting
# This is critical for textwrap.dedent to work correctly with mixed content
content_str = "\n" + content_str + "\n"
# Use textwrap to dedent the content and remove the extra newlines we added
dedented = textwrap.dedent(content_str)[1:-1]
# Return as a SafeString to prevent HTML escaping
return pybars.strlist([dedented]) # pragma: no cover
class TemplateLoader:
"""Loader for Handlebars templates.
This class is responsible for loading templates from disk and rendering
them with the provided context data.
"""
def __init__(self, template_dir: Optional[str] = None):
"""Initialize the template loader.
Args:
template_dir: Optional custom template directory path
"""
self.template_dir = Path(template_dir) if template_dir else TEMPLATES_DIR
self.template_cache: Dict[str, Callable] = {}
self.compiler = pybars.Compiler()
# Set up standard helpers
self.helpers = {
"date": _date_helper,
"default": _default_helper,
"capitalize": _capitalize_helper,
"round": _round_helper,
"size": _size_helper,
"json": _json_helper,
"math": _math_helper,
"lt": _lt_helper,
"if_cond": _if_cond_helper,
"dedent": _dedent_helper,
}
logger.debug(f"Initialized template loader with directory: {self.template_dir}")
def get_template(self, template_path: str) -> Callable:
"""Get a template by path, using cache if available.
Args:
template_path: The path to the template, relative to the templates directory
Returns:
The compiled Handlebars template
Raises:
FileNotFoundError: If the template doesn't exist
"""
if template_path in self.template_cache:
return self.template_cache[template_path]
# Convert from Liquid-style path to Handlebars extension
if template_path.endswith(".liquid"):
template_path = template_path.replace(".liquid", ".hbs")
elif not template_path.endswith(".hbs"):
template_path = f"{template_path}.hbs"
full_path = self.template_dir / template_path
if not full_path.exists():
raise FileNotFoundError(f"Template not found: {full_path}")
with open(full_path, "r", encoding="utf-8") as f:
template_str = f.read()
template = self.compiler.compile(template_str)
self.template_cache[template_path] = template
logger.debug(f"Loaded template: {template_path}")
return template
async def render(self, template_path: str, context: Dict[str, Any]) -> str:
"""Render a template with the given context.
Args:
template_path: The path to the template, relative to the templates directory
context: The context data to pass to the template
Returns:
The rendered template as a string
"""
template = self.get_template(template_path)
return template(context, helpers=self.helpers)
def clear_cache(self) -> None:
"""Clear the template cache."""
self.template_cache.clear()
logger.debug("Template cache cleared")
# Global template loader instance
template_loader = TemplateLoader()
+26 -15
View File
@@ -2,13 +2,19 @@ from typing import Optional
import typer
from basic_memory.config import get_project_config
from basic_memory.mcp.project_session import session
def version_callback(value: bool) -> None:
"""Show version and exit."""
if value: # pragma: no cover
import basic_memory
from basic_memory.config import config
typer.echo(f"Basic Memory version: {basic_memory.__version__}")
typer.echo(f"Current project: {config.project}")
typer.echo(f"Project path: {config.home}")
raise typer.Exit()
@@ -17,11 +23,12 @@ app = typer.Typer(name="basic-memory")
@app.callback()
def app_callback(
ctx: typer.Context,
project: Optional[str] = typer.Option(
None,
"--project",
"-p",
help="Specify which project to use",
help="Specify which project to use 1",
envvar="BASIC_MEMORY_PROJECT",
),
version: Optional[bool] = typer.Option(
@@ -34,24 +41,28 @@ def app_callback(
),
) -> None:
"""Basic Memory - Local-first personal knowledge management."""
# We use the project option to set the BASIC_MEMORY_PROJECT environment variable
# The config module will pick this up when loading
if project: # pragma: no cover
import os
import importlib
from basic_memory import config as config_module
# Set the environment variable
os.environ["BASIC_MEMORY_PROJECT"] = project
# Run initialization for every command unless --version was specified
if not version and ctx.invoked_subcommand is not None:
from basic_memory.config import app_config
from basic_memory.services.initialization import ensure_initialization
# Reload the config module to pick up the new project
importlib.reload(config_module)
ensure_initialization(app_config)
# Update the local reference
global config
from basic_memory.config import config as new_config
# Initialize MCP session with the specified project or default
if project: # pragma: no cover
# Use the project specified via --project flag
current_project_config = get_project_config(project)
session.set_current_project(current_project_config.name)
config = new_config
# Update the global config to use this project
from basic_memory.config import update_current_project
update_current_project(project)
else:
# Use the default project
current_project = app_config.default_project
session.set_current_project(current_project)
# Register sub-command groups
+2 -1
View File
@@ -1,9 +1,10 @@
"""CLI commands for basic-memory."""
from . import status, sync, db, import_memory_json, mcp, import_claude_conversations
from . import auth, status, sync, db, import_memory_json, mcp, import_claude_conversations
from . import import_claude_projects, import_chatgpt, tool, project
__all__ = [
"auth",
"status",
"sync",
"db",
+136
View File
@@ -0,0 +1,136 @@
"""OAuth management commands."""
import typer
from typing import Optional
from pydantic import AnyHttpUrl
from basic_memory.cli.app import app
from basic_memory.mcp.auth_provider import BasicMemoryOAuthProvider
from mcp.shared.auth import OAuthClientInformationFull
auth_app = typer.Typer(help="OAuth client management commands")
app.add_typer(auth_app, name="auth")
@auth_app.command()
def register_client(
client_id: Optional[str] = typer.Option(
None, help="Client ID (auto-generated if not provided)"
),
client_secret: Optional[str] = typer.Option(
None, help="Client secret (auto-generated if not provided)"
),
issuer_url: str = typer.Option("http://localhost:8000", help="OAuth issuer URL"),
):
"""Register a new OAuth client for Basic Memory MCP server."""
# Create provider instance
provider = BasicMemoryOAuthProvider(issuer_url=issuer_url)
# Create client info with required redirect_uris
client_info = OAuthClientInformationFull(
client_id=client_id or "", # Provider will generate if empty
client_secret=client_secret or "", # Provider will generate if empty
redirect_uris=[AnyHttpUrl("http://localhost:8000/callback")], # Default redirect URI
client_name="Basic Memory OAuth Client",
grant_types=["authorization_code", "refresh_token"],
)
# Register the client
import asyncio
asyncio.run(provider.register_client(client_info))
typer.echo("Client registered successfully!")
typer.echo(f"Client ID: {client_info.client_id}")
typer.echo(f"Client Secret: {client_info.client_secret}")
typer.echo("\nSave these credentials securely - the client secret cannot be retrieved later.")
@auth_app.command()
def test_auth(
issuer_url: str = typer.Option("http://localhost:8000", help="OAuth issuer URL"),
):
"""Test OAuth authentication flow.
IMPORTANT: Use the same FASTMCP_AUTH_SECRET_KEY environment variable
as your MCP server for tokens to validate correctly.
"""
import asyncio
import secrets
from mcp.server.auth.provider import AuthorizationParams
from pydantic import AnyHttpUrl
async def test_flow():
# Create provider with same secret key as server
provider = BasicMemoryOAuthProvider(issuer_url=issuer_url)
# Register a test client
client_info = OAuthClientInformationFull(
client_id=secrets.token_urlsafe(16),
client_secret=secrets.token_urlsafe(32),
redirect_uris=[AnyHttpUrl("http://localhost:8000/callback")],
client_name="Test OAuth Client",
grant_types=["authorization_code", "refresh_token"],
)
await provider.register_client(client_info)
typer.echo(f"Registered test client: {client_info.client_id}")
# Get the client
client = await provider.get_client(client_info.client_id)
if not client:
typer.echo("Error: Client not found after registration", err=True)
return
# Create authorization request
auth_params = AuthorizationParams(
state="test-state",
scopes=["read", "write"],
code_challenge="test-challenge",
redirect_uri=AnyHttpUrl("http://localhost:8000/callback"),
redirect_uri_provided_explicitly=True,
)
# Get authorization URL
auth_url = await provider.authorize(client, auth_params)
typer.echo(f"Authorization URL: {auth_url}")
# Extract auth code from URL
from urllib.parse import urlparse, parse_qs
parsed = urlparse(auth_url)
params = parse_qs(parsed.query)
auth_code = params.get("code", [None])[0]
if not auth_code:
typer.echo("Error: No authorization code in URL", err=True)
return
# Load the authorization code
code_obj = await provider.load_authorization_code(client, auth_code)
if not code_obj:
typer.echo("Error: Invalid authorization code", err=True)
return
# Exchange for tokens
token = await provider.exchange_authorization_code(client, code_obj)
typer.echo(f"Access token: {token.access_token}")
typer.echo(f"Refresh token: {token.refresh_token}")
typer.echo(f"Expires in: {token.expires_in} seconds")
# Validate access token
access_token_obj = await provider.load_access_token(token.access_token)
if access_token_obj:
typer.echo("Access token validated successfully!")
typer.echo(f"Client ID: {access_token_obj.client_id}")
typer.echo(f"Scopes: {access_token_obj.scopes}")
else:
typer.echo("Error: Invalid access token", err=True)
asyncio.run(test_flow())
if __name__ == "__main__":
auth_app()
+10 -3
View File
@@ -1,13 +1,14 @@
"""Database management commands."""
import asyncio
from pathlib import Path
import typer
from loguru import logger
from basic_memory import db
from basic_memory.cli.app import app
from basic_memory.config import config
from basic_memory.config import app_config, config_manager
@app.command()
@@ -18,15 +19,21 @@ def reset(
if typer.confirm("This will delete all data in your db. Are you sure?"):
logger.info("Resetting database...")
# Get database path
db_path = config.database_path
db_path = app_config.app_database_path
# Delete the database file if it exists
if db_path.exists():
db_path.unlink()
logger.info(f"Database file deleted: {db_path}")
# Reset project configuration
config_manager.config.projects = {"main": str(Path.home() / "basic-memory")}
config_manager.config.default_project = "main"
config_manager.save_config(config_manager.config)
logger.info("Project configuration reset to default")
# Create a new empty database
asyncio.run(db.run_migrations(config))
asyncio.run(db.run_migrations(app_config))
logger.info("Database reset complete")
if reindex:
+29 -205
View File
@@ -2,203 +2,21 @@
import asyncio
import json
from datetime import datetime
from pathlib import Path
from typing import Dict, Any, List, Annotated, Set, Optional
from typing import Annotated
import typer
from basic_memory.cli.app import import_app
from basic_memory.config import config
from basic_memory.importers import ChatGPTImporter
from basic_memory.markdown import EntityParser, MarkdownProcessor
from basic_memory.markdown.schemas import EntityMarkdown, EntityFrontmatter
from loguru import logger
from rich.console import Console
from rich.panel import Panel
from rich.progress import Progress, SpinnerColumn, TextColumn, BarColumn
console = Console()
def clean_filename(text: str) -> str:
"""Convert text to safe filename."""
clean = "".join(c if c.isalnum() else "-" for c in text.lower()).strip("-")
return clean
def format_timestamp(ts: float) -> str:
"""Format Unix timestamp for display."""
dt = datetime.fromtimestamp(ts)
return dt.strftime("%Y-%m-%d %H:%M:%S")
def get_message_content(message: Dict[str, Any]) -> str:
"""Extract clean message content."""
if not message or "content" not in message:
return "" # pragma: no cover
content = message["content"]
if content.get("content_type") == "text":
return "\n".join(content.get("parts", []))
elif content.get("content_type") == "code":
return f"```{content.get('language', '')}\n{content.get('text', '')}\n```"
return "" # pragma: no cover
def traverse_messages(
mapping: Dict[str, Any], root_id: Optional[str], seen: Set[str]
) -> List[Dict[str, Any]]:
"""Traverse message tree and return messages in order."""
messages = []
node = mapping.get(root_id) if root_id else None
while node:
if node["id"] not in seen and node.get("message"):
seen.add(node["id"])
messages.append(node["message"])
# Follow children
children = node.get("children", [])
for child_id in children:
child_msgs = traverse_messages(mapping, child_id, seen)
messages.extend(child_msgs)
break # Don't follow siblings
return messages
def format_chat_markdown(
title: str,
mapping: Dict[str, Any],
root_id: Optional[str],
created_at: float,
modified_at: float,
) -> str:
"""Format chat as clean markdown."""
# Start with title
lines = [f"# {title}\n"]
# Traverse message tree
seen_msgs = set()
messages = traverse_messages(mapping, root_id, seen_msgs)
# Format each message
for msg in messages:
# Skip hidden messages
if msg.get("metadata", {}).get("is_visually_hidden_from_conversation"):
continue
# Get author and timestamp
author = msg["author"]["role"].title()
ts = format_timestamp(msg["create_time"]) if msg.get("create_time") else ""
# Add message header
lines.append(f"### {author} ({ts})")
# Add message content
content = get_message_content(msg)
if content:
lines.append(content)
# Add spacing
lines.append("")
return "\n".join(lines)
def format_chat_content(folder: str, conversation: Dict[str, Any]) -> EntityMarkdown:
"""Convert chat conversation to Basic Memory entity."""
# Extract timestamps
created_at = conversation["create_time"]
modified_at = conversation["update_time"]
root_id = None
# Find root message
for node_id, node in conversation["mapping"].items():
if node.get("parent") is None:
root_id = node_id
break
# Generate permalink
date_prefix = datetime.fromtimestamp(created_at).strftime("%Y%m%d")
clean_title = clean_filename(conversation["title"])
# Format content
content = format_chat_markdown(
title=conversation["title"],
mapping=conversation["mapping"],
root_id=root_id,
created_at=created_at,
modified_at=modified_at,
)
# Create entity
entity = EntityMarkdown(
frontmatter=EntityFrontmatter(
metadata={
"type": "conversation",
"title": conversation["title"],
"created": format_timestamp(created_at),
"modified": format_timestamp(modified_at),
"permalink": f"{folder}/{date_prefix}-{clean_title}",
}
),
content=content,
)
return entity
async def process_chatgpt_json(
json_path: Path, folder: str, markdown_processor: MarkdownProcessor
) -> Dict[str, int]:
"""Import conversations from ChatGPT JSON format."""
with Progress(
SpinnerColumn(),
TextColumn("[progress.description]{task.description}"),
BarColumn(),
TextColumn("[progress.percentage]{task.percentage:>3.0f}%"),
console=console,
) as progress:
read_task = progress.add_task("Reading chat data...", total=None)
# Read conversations
conversations = json.loads(json_path.read_text(encoding="utf-8"))
progress.update(read_task, total=len(conversations))
# Process each conversation
messages_imported = 0
chats_imported = 0
for chat in conversations:
# Convert to entity
entity = format_chat_content(folder, chat)
# Write file
file_path = config.home / f"{entity.frontmatter.metadata['permalink']}.md"
# logger.info(f"Writing file: {file_path.absolute()}")
await markdown_processor.write_file(file_path, entity)
# Count messages
msg_count = sum(
1
for node in chat["mapping"].values()
if node.get("message")
and not node.get("message", {})
.get("metadata", {})
.get("is_visually_hidden_from_conversation")
)
chats_imported += 1
messages_imported += msg_count
progress.update(read_task, advance=1)
return {"conversations": chats_imported, "messages": messages_imported}
async def get_markdown_processor() -> MarkdownProcessor:
"""Get MarkdownProcessor instance."""
entity_parser = EntityParser(config.home)
@@ -225,30 +43,36 @@ def import_chatgpt(
"""
try:
if conversations_json:
if not conversations_json.exists():
typer.echo(f"Error: File not found: {conversations_json}", err=True)
raise typer.Exit(1)
if not conversations_json.exists(): # pragma: no cover
typer.echo(f"Error: File not found: {conversations_json}", err=True)
raise typer.Exit(1)
# Get markdown processor
markdown_processor = asyncio.run(get_markdown_processor())
# Get markdown processor
markdown_processor = asyncio.run(get_markdown_processor())
# Process the file
base_path = config.home / folder
console.print(f"\nImporting chats from {conversations_json}...writing to {base_path}")
results = asyncio.run(
process_chatgpt_json(conversations_json, folder, markdown_processor)
)
# Show results
console.print(
Panel(
f"[green]Import complete![/green]\n\n"
f"Imported {results['conversations']} conversations\n"
f"Containing {results['messages']} messages",
expand=False,
)
# Process the file
base_path = config.home / folder
console.print(f"\nImporting chats from {conversations_json}...writing to {base_path}")
# Create importer and run import
importer = ChatGPTImporter(config.home, markdown_processor)
with conversations_json.open("r", encoding="utf-8") as file:
json_data = json.load(file)
result = asyncio.run(importer.import_data(json_data, folder))
if not result.success: # pragma: no cover
typer.echo(f"Error during import: {result.error_message}", err=True)
raise typer.Exit(1)
# Show results
console.print(
Panel(
f"[green]Import complete![/green]\n\n"
f"Imported {result.conversations} conversations\n"
f"Containing {result.messages} messages",
expand=False,
)
)
console.print("\nRun 'basic-memory sync' to index the new files.")
@@ -2,156 +2,21 @@
import asyncio
import json
from datetime import datetime
from pathlib import Path
from typing import Dict, Any, List, Annotated
from typing import Annotated
import typer
from basic_memory.cli.app import claude_app
from basic_memory.config import config
from basic_memory.importers.claude_conversations_importer import ClaudeConversationsImporter
from basic_memory.markdown import EntityParser, MarkdownProcessor
from basic_memory.markdown.schemas import EntityMarkdown, EntityFrontmatter
from loguru import logger
from rich.console import Console
from rich.panel import Panel
from rich.progress import Progress, SpinnerColumn, TextColumn, BarColumn
console = Console()
def clean_filename(text: str) -> str:
"""Convert text to safe filename."""
# Remove invalid characters and convert spaces
clean = "".join(c if c.isalnum() else "-" for c in text.lower()).strip("-")
return clean
def format_timestamp(ts: str) -> str:
"""Format ISO timestamp for display."""
dt = datetime.fromisoformat(ts.replace("Z", "+00:00"))
return dt.strftime("%Y-%m-%d %H:%M:%S")
def format_chat_markdown(
name: str, messages: List[Dict[str, Any]], created_at: str, modified_at: str, permalink: str
) -> str:
"""Format chat as clean markdown."""
# Start with frontmatter and title
lines = [
f"# {name}\n",
]
# Add messages
for msg in messages:
# Format timestamp
ts = format_timestamp(msg["created_at"])
# Add message header
lines.append(f"### {msg['sender'].title()} ({ts})")
# Handle message content
content = msg.get("text", "")
if msg.get("content"):
content = " ".join(c.get("text", "") for c in msg["content"])
lines.append(content)
# Handle attachments
attachments = msg.get("attachments", [])
for attachment in attachments:
if "file_name" in attachment:
lines.append(f"\n**Attachment: {attachment['file_name']}**")
if "extracted_content" in attachment:
lines.append("```")
lines.append(attachment["extracted_content"])
lines.append("```")
# Add spacing between messages
lines.append("")
return "\n".join(lines)
def format_chat_content(
base_path: Path, name: str, messages: List[Dict[str, Any]], created_at: str, modified_at: str
) -> EntityMarkdown:
"""Convert chat messages to Basic Memory entity format."""
# Generate permalink
date_prefix = datetime.fromisoformat(created_at.replace("Z", "+00:00")).strftime("%Y%m%d")
clean_title = clean_filename(name)
permalink = f"{base_path}/{date_prefix}-{clean_title}"
# Format content
content = format_chat_markdown(
name=name,
messages=messages,
created_at=created_at,
modified_at=modified_at,
permalink=permalink,
)
# Create entity
entity = EntityMarkdown(
frontmatter=EntityFrontmatter(
metadata={
"type": "conversation",
"title": name,
"created": created_at,
"modified": modified_at,
"permalink": permalink,
}
),
content=content,
)
return entity
async def process_conversations_json(
json_path: Path, base_path: Path, markdown_processor: MarkdownProcessor
) -> Dict[str, int]:
"""Import chat data from conversations2.json format."""
with Progress(
SpinnerColumn(),
TextColumn("[progress.description]{task.description}"),
BarColumn(),
TextColumn("[progress.percentage]{task.percentage:>3.0f}%"),
console=console,
) as progress:
read_task = progress.add_task("Reading chat data...", total=None)
# Read chat data - handle array of arrays format
data = json.loads(json_path.read_text(encoding="utf-8"))
conversations = [chat for chat in data]
progress.update(read_task, total=len(conversations))
# Process each conversation
messages_imported = 0
chats_imported = 0
for chat in conversations:
# Convert to entity
entity = format_chat_content(
base_path=base_path,
name=chat["name"],
messages=chat["chat_messages"],
created_at=chat["created_at"],
modified_at=chat["updated_at"],
)
# Write file
file_path = Path(f"{entity.frontmatter.metadata['permalink']}.md")
await markdown_processor.write_file(file_path, entity)
chats_imported += 1
messages_imported += len(chat["chat_messages"])
progress.update(read_task, advance=1)
return {"conversations": chats_imported, "messages": messages_imported}
async def get_markdown_processor() -> MarkdownProcessor:
"""Get MarkdownProcessor instance."""
entity_parser = EntityParser(config.home)
@@ -185,19 +50,28 @@ def import_claude(
# Get markdown processor
markdown_processor = asyncio.run(get_markdown_processor())
# Create the importer
importer = ClaudeConversationsImporter(config.home, markdown_processor)
# Process the file
base_path = config.home / folder
console.print(f"\nImporting chats from {conversations_json}...writing to {base_path}")
results = asyncio.run(
process_conversations_json(conversations_json, base_path, markdown_processor)
)
# Run the import
with conversations_json.open("r", encoding="utf-8") as file:
json_data = json.load(file)
result = asyncio.run(importer.import_data(json_data, folder))
if not result.success: # pragma: no cover
typer.echo(f"Error during import: {result.error_message}", err=True)
raise typer.Exit(1)
# Show results
console.print(
Panel(
f"[green]Import complete![/green]\n\n"
f"Imported {results['conversations']} conversations\n"
f"Containing {results['messages']} messages",
f"Imported {result.conversations} conversations\n"
f"Containing {result.messages} messages",
expand=False,
)
)
@@ -3,138 +3,20 @@
import asyncio
import json
from pathlib import Path
from typing import Dict, Any, Annotated, Optional
from typing import Annotated
import typer
from basic_memory.cli.app import claude_app
from basic_memory.config import config
from basic_memory.importers.claude_projects_importer import ClaudeProjectsImporter
from basic_memory.markdown import EntityParser, MarkdownProcessor
from basic_memory.markdown.schemas import EntityMarkdown, EntityFrontmatter
from loguru import logger
from rich.console import Console
from rich.panel import Panel
from rich.progress import Progress, SpinnerColumn, TextColumn, BarColumn
console = Console()
def clean_filename(text: str) -> str:
"""Convert text to safe filename."""
clean = "".join(c if c.isalnum() else "-" for c in text.lower()).strip("-")
return clean
def format_project_markdown(project: Dict[str, Any], doc: Dict[str, Any]) -> EntityMarkdown:
"""Format a project document as a Basic Memory entity."""
# Extract timestamps
created_at = doc.get("created_at") or project["created_at"]
modified_at = project["updated_at"]
# Generate clean names for organization
project_dir = clean_filename(project["name"])
doc_file = clean_filename(doc["filename"])
# Create entity
entity = EntityMarkdown(
frontmatter=EntityFrontmatter(
metadata={
"type": "project_doc",
"title": doc["filename"],
"created": created_at,
"modified": modified_at,
"permalink": f"{project_dir}/docs/{doc_file}",
"project_name": project["name"],
"project_uuid": project["uuid"],
"doc_uuid": doc["uuid"],
}
),
content=doc["content"],
)
return entity
def format_prompt_markdown(project: Dict[str, Any]) -> Optional[EntityMarkdown]:
"""Format project prompt template as a Basic Memory entity."""
if not project.get("prompt_template"):
return None
# Extract timestamps
created_at = project["created_at"]
modified_at = project["updated_at"]
# Generate clean project directory name
project_dir = clean_filename(project["name"])
# Create entity
entity = EntityMarkdown(
frontmatter=EntityFrontmatter(
metadata={
"type": "prompt_template",
"title": f"Prompt Template: {project['name']}",
"created": created_at,
"modified": modified_at,
"permalink": f"{project_dir}/prompt-template",
"project_name": project["name"],
"project_uuid": project["uuid"],
}
),
content=f"# Prompt Template: {project['name']}\n\n{project['prompt_template']}",
)
return entity
async def process_projects_json(
json_path: Path, base_path: Path, markdown_processor: MarkdownProcessor
) -> Dict[str, int]:
"""Import project data from Claude.ai projects.json format."""
with Progress(
SpinnerColumn(),
TextColumn("[progress.description]{task.description}"),
BarColumn(),
TextColumn("[progress.percentage]{task.percentage:>3.0f}%"),
console=console,
) as progress:
read_task = progress.add_task("Reading project data...", total=None)
# Read project data
data = json.loads(json_path.read_text(encoding="utf-8"))
progress.update(read_task, total=len(data))
# Track import counts
docs_imported = 0
prompts_imported = 0
# Process each project
for project in data:
project_dir = clean_filename(project["name"])
# Create project directories
docs_dir = base_path / project_dir / "docs"
docs_dir.mkdir(parents=True, exist_ok=True)
# Import prompt template if it exists
if prompt_entity := format_prompt_markdown(project):
file_path = base_path / f"{prompt_entity.frontmatter.metadata['permalink']}.md"
await markdown_processor.write_file(file_path, prompt_entity)
prompts_imported += 1
# Import project documents
for doc in project.get("docs", []):
entity = format_project_markdown(project, doc)
file_path = base_path / f"{entity.frontmatter.metadata['permalink']}.md"
await markdown_processor.write_file(file_path, entity)
docs_imported += 1
progress.update(read_task, advance=1)
return {"documents": docs_imported, "prompts": prompts_imported}
async def get_markdown_processor() -> MarkdownProcessor:
"""Get MarkdownProcessor instance."""
entity_parser = EntityParser(config.home)
@@ -160,30 +42,38 @@ def import_projects(
After importing, run 'basic-memory sync' to index the new files.
"""
try:
if projects_json:
if not projects_json.exists():
typer.echo(f"Error: File not found: {projects_json}", err=True)
raise typer.Exit(1)
if not projects_json.exists():
typer.echo(f"Error: File not found: {projects_json}", err=True)
raise typer.Exit(1)
# Get markdown processor
markdown_processor = asyncio.run(get_markdown_processor())
# Get markdown processor
markdown_processor = asyncio.run(get_markdown_processor())
# Process the file
base_path = config.home / base_folder if base_folder else config.home
console.print(f"\nImporting projects from {projects_json}...writing to {base_path}")
results = asyncio.run(
process_projects_json(projects_json, base_path, markdown_processor)
)
# Show results
console.print(
Panel(
f"[green]Import complete![/green]\n\n"
f"Imported {results['documents']} project documents\n"
f"Imported {results['prompts']} prompt templates",
expand=False,
)
# Create the importer
importer = ClaudeProjectsImporter(config.home, markdown_processor)
# Process the file
base_path = config.home / base_folder if base_folder else config.home
console.print(f"\nImporting projects from {projects_json}...writing to {base_path}")
# Run the import
with projects_json.open("r", encoding="utf-8") as file:
json_data = json.load(file)
result = asyncio.run(importer.import_data(json_data, base_folder))
if not result.success: # pragma: no cover
typer.echo(f"Error during import: {result.error_message}", err=True)
raise typer.Exit(1)
# Show results
console.print(
Panel(
f"[green]Import complete![/green]\n\n"
f"Imported {result.documents} project documents\n"
f"Imported {result.prompts} prompt templates",
expand=False,
)
)
console.print("\nRun 'basic-memory sync' to index the new files.")
@@ -3,94 +3,20 @@
import asyncio
import json
from pathlib import Path
from typing import Dict, Any, List, Annotated
from typing import Annotated
import typer
from basic_memory.cli.app import import_app
from basic_memory.config import config
from basic_memory.importers.memory_json_importer import MemoryJsonImporter
from basic_memory.markdown import EntityParser, MarkdownProcessor
from loguru import logger
from rich.console import Console
from rich.panel import Panel
from rich.progress import Progress, SpinnerColumn, TextColumn, BarColumn
from basic_memory.cli.app import import_app
from basic_memory.config import config
from basic_memory.markdown import EntityParser, MarkdownProcessor
from basic_memory.markdown.schemas import EntityMarkdown, EntityFrontmatter, Observation, Relation
console = Console()
async def process_memory_json(
json_path: Path, base_path: Path, markdown_processor: MarkdownProcessor
):
"""Import entities from memory.json using markdown processor."""
# First pass - collect all relations by source entity
entity_relations: Dict[str, List[Relation]] = {}
entities: Dict[str, Dict[str, Any]] = {}
with Progress(
SpinnerColumn(),
TextColumn("[progress.description]{task.description}"),
BarColumn(),
TextColumn("[progress.percentage]{task.percentage:>3.0f}%"),
console=console,
) as progress:
read_task = progress.add_task("Reading memory.json...", total=None)
# First pass - collect entities and relations
with open(json_path) as f:
lines = f.readlines()
progress.update(read_task, total=len(lines))
for line in lines:
data = json.loads(line)
if data["type"] == "entity":
entities[data["name"]] = data
elif data["type"] == "relation":
# Store relation with its source entity
source = data.get("from") or data.get("from_id")
if source not in entity_relations:
entity_relations[source] = []
entity_relations[source].append(
Relation(
type=data.get("relationType") or data.get("relation_type"),
target=data.get("to") or data.get("to_id"),
)
)
progress.update(read_task, advance=1)
# Second pass - create and write entities
write_task = progress.add_task("Creating entities...", total=len(entities))
entities_created = 0
for name, entity_data in entities.items():
entity = EntityMarkdown(
frontmatter=EntityFrontmatter(
metadata={
"type": entity_data["entityType"],
"title": name,
"permalink": f"{entity_data['entityType']}/{name}",
}
),
content=f"# {name}\n",
observations=[Observation(content=obs) for obs in entity_data["observations"]],
relations=entity_relations.get(
name, []
), # Add any relations where this entity is the source
)
# Let markdown processor handle writing
file_path = base_path / f"{entity_data['entityType']}/{name}.md"
await markdown_processor.write_file(file_path, entity)
entities_created += 1
progress.update(write_task, advance=1)
return {
"entities": entities_created,
"relations": sum(len(rels) for rels in entity_relations.values()),
}
async def get_markdown_processor() -> MarkdownProcessor:
"""Get MarkdownProcessor instance."""
entity_parser = EntityParser(config.home)
@@ -102,6 +28,9 @@ def memory_json(
json_path: Annotated[Path, typer.Argument(..., help="Path to memory.json file")] = Path(
"memory.json"
),
destination_folder: Annotated[
str, typer.Option(help="Optional destination folder within the project")
] = "",
):
"""Import entities and relations from a memory.json file.
@@ -121,17 +50,31 @@ def memory_json(
# Get markdown processor
markdown_processor = asyncio.run(get_markdown_processor())
# Create the importer
importer = MemoryJsonImporter(config.home, markdown_processor)
# Process the file
base_path = config.home
base_path = config.home if not destination_folder else config.home / destination_folder
console.print(f"\nImporting from {json_path}...writing to {base_path}")
results = asyncio.run(process_memory_json(json_path, base_path, markdown_processor))
# Run the import for json log format
file_data = []
with json_path.open("r", encoding="utf-8") as file:
for line in file:
json_data = json.loads(line)
file_data.append(json_data)
result = asyncio.run(importer.import_data(file_data, destination_folder))
if not result.success: # pragma: no cover
typer.echo(f"Error during import: {result.error_message}", err=True)
raise typer.Exit(1)
# Show results
console.print(
Panel(
f"[green]Import complete![/green]\n\n"
f"Created {results['entities']} entities\n"
f"Added {results['relations']} relations",
f"Created {result.entities} entities\n"
f"Added {result.relations} relations",
expand=False,
)
)

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