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Author SHA1 Message Date
phernandez 14c1fe4e89 chore: update version to 0.15.0 for v0.15.0 release 2025-10-04 15:02:28 -05:00
phernandez 367dc6962a style: apply ruff formatting to test files
Auto-format test files for permalink collision tests.

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

Co-Authored-By: Claude <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2025-10-04 15:00:19 -05:00
phernandez ee18eb2fea docs: add v0.15.0 changelog entry
Comprehensive changelog for v0.15.0 release covering:
- Critical permalink collision data loss fix
- 10+ bug fixes including #330, #329, #328, #312
- 9 new features including cloud sync and subscription validation
- Platform improvements (Python 3.13, Windows, Docker)
- Enhanced testing and documentation

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

Co-Authored-By: Claude <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2025-10-04 14:53:06 -05:00
phernandez 2a050edee4 fix: prevent permalink collision via strict link resolution
Fixes critical data loss bug where creating similar entity names
(e.g., "Node C") would overwrite existing entities (e.g., "Node A.md")
due to fuzzy search incorrectly matching similar file paths.

Changes:
- Add strict=True to resolve_link() calls in entity_service.py
- Disables fuzzy search fallback during entity creation/update
- Prevents false positive matches on similar paths like
  "edge-cases/Node A.md" and "edge-cases/Node C.md"

Testing:
- Added comprehensive integration test reproducing the bug scenario
- Added MCP-level permalink collision tests
- All 55 entity service tests pass
- Manual testing confirms fix prevents file overwrite

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

Co-Authored-By: Claude <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2025-10-04 14:45:37 -05:00
Paul Hernandez f3b1945e4c fix: remove .env file loading from BasicMemoryConfig (#330)
Signed-off-by: phernandez <paul@basicmachines.co>
2025-10-04 01:13:06 -05:00
Paul Hernandez 16d7eddbf7 ci: Add Python 3.13 to test matrix (#331)
Signed-off-by: phernandez <paul@basicmachines.co>
2025-10-04 01:12:44 -05:00
Paul Hernandez f5a11f3911 fix: normalize underscores in memory:// URLs for build_context (#329)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude <noreply@anthropic.com>
Co-authored-by: claude[bot] <41898282+claude[bot]@users.noreply.github.com>
Co-authored-by: Paul Hernandez <phernandez@users.noreply.github.com>
2025-10-04 00:16:06 -05:00
Paul Hernandez ee83b0e5a8 fix: simplify entity upsert to use database-level conflict resolution (#328)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude <noreply@anthropic.com>
2025-10-03 23:25:34 -05:00
Paul Hernandez a7bf42ef49 fix: Add proper datetime JSON schema format annotations for MCP validation (#312)
Signed-off-by: Claude Code <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: claude[bot] <41898282+claude[bot]@users.noreply.github.com>
Co-authored-by: Paul Hernandez <phernandez@users.noreply.github.com>
2025-10-03 22:47:02 -05:00
Paul Hernandez 903591384d feat: Add disable_permalinks config flag (#313)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: claude[bot] <41898282+claude[bot]@users.noreply.github.com>
Co-authored-by: Paul Hernandez <phernandez@users.noreply.github.com>
Co-authored-by: Claude <noreply@anthropic.com>
2025-10-03 22:11:47 -05:00
Paul Hernandez 33ee1e0831 feat: integrate ignore_utils to skip .gitignored files in sync process (#314)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: claude[bot] <41898282+claude[bot]@users.noreply.github.com>
Co-authored-by: Paul Hernandez <phernandez@users.noreply.github.com>
Co-authored-by: Claude <noreply@anthropic.com>
2025-10-03 21:39:31 -05:00
Paul Hernandez c83d567917 fix: enable WAL mode and add Windows-specific SQLite optimizations (#316)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: claude[bot] <41898282+claude[bot]@users.noreply.github.com>
Co-authored-by: Paul Hernandez <phernandez@users.noreply.github.com>
Co-authored-by: Claude <noreply@anthropic.com>
2025-10-03 21:10:09 -05:00
Paul Hernandez ace6a0f50d feat: CLI Subscription Validation (SPEC-13 Phase 2) (#327)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude <noreply@anthropic.com>
2025-10-03 17:59:32 -05:00
Jonathan Nguyen fc38877008 Fix: Corrected dead links in README (#321)
Signed-off-by: Jonathan Nguyen <74562467+jonathan-d-nguyen@users.noreply.github.com>
2025-10-03 10:23:16 -05:00
Paul Hernandez 99a35a7fb4 feat: Cloud CLI cloud sync via rclone bisync (#322)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude <noreply@anthropic.com>
2025-10-03 10:18:43 -05:00
Paul Hernandez ea2e93d926 fix: rework lifecycle management to optimize cloud deployment (#320)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude <noreply@anthropic.com>
2025-09-28 15:11:38 -05:00
Paul Hernandez 324844a670 fix: resolve entity relations in background to prevent cold start blocking (#319)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude <noreply@anthropic.com>
2025-09-28 09:24:29 -05:00
Paul Hernandez f818702ab7 fix: enforce minimum 1-day timeframe for recent_activity to handle timezone issues (#318)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude <noreply@anthropic.com>
2025-09-27 23:37:00 -05:00
Paul Hernandez 2efd8f44e2 fix: critical cloud deployment fixes for MCP stability (#317)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude <noreply@anthropic.com>
2025-09-27 21:57:39 -05:00
Paul Hernandez 5da97e4820 feat: implement SPEC-11 API performance optimizations (#315)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude <noreply@anthropic.com>
2025-09-26 14:34:46 -05:00
Paul Hernandez 17a6733c9d fix: remove obsolete update_current_project function and --project flag reference (#310)
Co-authored-by: claude[bot] <41898282+claude[bot]@users.noreply.github.com>
Co-authored-by: Paul Hernandez <phernandez@users.noreply.github.com>
2025-09-26 11:46:33 -05:00
Drew Cain 3e168b98f3 fix: move_note without file extension (#281)
Signed-off-by: Drew Cain <groksrc@gmail.com>
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: claude[bot] <209825114+claude[bot]@users.noreply.github.com>
Co-authored-by: claude[bot] <41898282+claude[bot]@users.noreply.github.com>
Co-authored-by: Paul Hernandez <phernandez@users.noreply.github.com>
Co-authored-by: phernandez <paul@basicmachines.co>
2025-09-26 11:41:45 -05:00
Paul Hernandez 1091e11322 fix: Make sync operations truly non-blocking with thread pool (#309)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude <noreply@anthropic.com>
2025-09-26 10:10:58 -05:00
Paul Hernandez f40ab31685 feat: chatgpt tools for search and fetch (#305)
Signed-off-by: Paul Hernandez <60959+phernandez@users.noreply.github.com>
Signed-off-by: Drew Cain <groksrc@gmail.com>
Co-authored-by: Drew Cain <groksrc@gmail.com>
Co-authored-by: claude[bot] <41898282+claude[bot]@users.noreply.github.com>
Co-authored-by: Paul Hernandez <phernandez@users.noreply.github.com>
Co-authored-by: Drew Cain <groksrc@users.noreply.github.com>
2025-09-25 11:55:56 -05:00
phernandez bcf7f40979 fix: Correct GitHub workflow conditions for org member @claude mentions
Fixed the conditional logic in claude.yml to properly handle different event types:
- Use github.event.comment.author_association for issue_comment events
- Use github.event.sender.author_association for other events
- Maintain support for all basicmachines-co org members (OWNER/MEMBER/COLLABORATOR)

This ensures @claude mentions in PR comments trigger the workflow correctly.

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

Co-Authored-By: Claude <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2025-09-23 10:00:51 -05:00
Paul Hernandez 8c7e29e325 chore: Update Claude Code GitHub Workflow (#308)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude <noreply@anthropic.com>
2025-09-23 09:50:38 -05:00
phernandez 84c0b36dee feat: Add comprehensive cloud mount CLI commands and documentation
This commit implements SPEC-7 Phase 4 by adding local file access capabilities
to the Basic Memory Cloud CLI, enabling users to mount their cloud files locally
for real-time editing.

New features:
- Cloud mount setup with automatic rclone installation
- Mount/unmount/status commands with three performance profiles
- Cross-platform rclone installer with package manager fallbacks
- Mount configuration management with tenant-specific credentials
- Comprehensive documentation with examples and troubleshooting

Mount profiles:
- fast: 5s sync for active development
- balanced: 10-15s sync (recommended)
- safe: 15s+ sync with conflict detection

Technical implementation:
- Uses rclone NFS mount (no FUSE dependencies)
- Tigris object storage with scoped credentials
- Bidirectional sync with configurable cache settings
- Process management and cleanup

Fixes Python module conflict by moving cloud.py commands to cloud/core_commands.py
to resolve typer CLI loading issues with cloud.py file vs cloud/ directory.

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

Co-Authored-By: Claude <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2025-09-22 17:47:06 -05:00
Paul Hernandez 2c5c606a39 feat: Implement cloud mount CLI commands for local file access (#306)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude <noreply@anthropic.com>
2025-09-22 14:19:25 -05:00
Paul Hernandez a1d7792bdb feat: Implement SPEC-6 Stateless Architecture for MCP Tools (#298)
Signed-off-by: phernandez <paul@basicmachines.co>
Signed-off-by: Paul Hernandez <60959+phernandez@users.noreply.github.com>
Co-authored-by: Claude <noreply@anthropic.com>
Co-authored-by: Drew Cain <groksrc@users.noreply.github.com>
2025-09-21 20:39:19 -05:00
phernandez 7979b4192e remove no content-encoding: none header
Signed-off-by: phernandez <paul@basicmachines.co>
2025-09-16 16:35:32 -05:00
Drew Cain 52d9b3c752 setting content-encoding to none for mcp
Signed-off-by: Drew Cain <groksrc@gmail.com>
2025-09-16 16:09:33 -05:00
Paul Hernandez e0d8aeb149 feat: Basic memory cloud upload (#296)
Signed-off-by: phernandez <paul@basicmachines.co>
Signed-off-by: Drew Cain <groksrc@gmail.com>
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>
Co-authored-by: Drew Cain <groksrc@gmail.com>
2025-09-16 15:07:14 -05:00
Brandon Mayes 17b929446a fix: Sanitize folder names and properly join paths (#292) 2025-09-15 23:26:56 -04:00
Paul Hernandez b00e4ff5a1 fix: replace deprecated json_encoders with Pydantic V2 field serializers (#295)
Co-authored-by: claude[bot] <209825114+claude[bot]@users.noreply.github.com>
Co-authored-by: Paul Hernandez <phernandez@users.noreply.github.com>
2025-09-14 22:19:16 -05:00
Drew Cain 0499319ded fix: rename MCP prompt names to avoid slash command parsing issues (#289)
Signed-off-by: Drew Cain <groksrc@gmail.com>
Co-authored-by: claude[bot] <209825114+claude[bot]@users.noreply.github.com>
2025-09-09 21:42:35 -05:00
jope-bm 3a6baf80fc feat: Merge Cloud auth (#291)
Signed-off-by: phernandez <paul@basicmachines.co>
Signed-off-by: Joe P <joe@basicmemory.com>
Co-authored-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude <noreply@anthropic.com>
2025-09-09 14:48:17 -06:00
jope-bm ec2fa07350 chore: apply lint and formatting fixes for 0.14.4 release (#290)
Signed-off-by: Joe P <joe@basicmemory.com>
Co-authored-by: Claude <noreply@anthropic.com>
2025-09-05 10:00:52 -06:00
Joe P 73cade27ab chore: update version to 0.14.4 for v0.14.4 release 2025-09-04 14:03:09 -06:00
Joe P 7e024a8674 fix: resolve linting errors for release preparation
- Replace bare except clauses with Exception in legal_file_inventory.py
- Remove unused variables in test files
- Prepare codebase for v0.14.4 release
2025-09-04 14:01:06 -06:00
Drew Cain 22f7bfa398 fix: Update YAML frontmatter tag formatting for Obsidian compatibility (#280)
Signed-off-by: Drew Cain <groksrc@users.noreply.github.com>
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: Paul Hernandez <60959+phernandez@users.noreply.github.com>
2025-09-04 09:57:45 -05:00
jope-bm cd7cee650f fix: complete project management special character support (#272) (#279)
Signed-off-by: Joe P <joe@basicmemory.com>
Co-authored-by: claude[bot] <209825114+claude[bot]@users.noreply.github.com>
Co-authored-by: jope-bm <jope-bm@users.noreply.github.com>
Co-authored-by: Claude <noreply@anthropic.com>
2025-08-29 10:57:13 -06:00
Paul Hernandez 105bcaa025 feat: implement non-root Docker container to fix file ownership issues (#277)
Signed-off-by: Drew Cain <groksrc@gmail.com>
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: Drew Cain <groksrc@gmail.com>
2025-08-28 22:15:14 -05:00
Brandon Mayes 74e12eb782 fix: Sanitize filenames and allow optional kebab case (#260)
Signed-off-by: Brandon Mayes <5610870+bdmayes@users.noreply.github.com>
2025-08-27 19:29:01 -04:00
Drew Cain 7a8b08d11e fix: Windows test failures and add Windows CI support (#273)
Signed-off-by: Drew Cain <groksrc@gmail.com>
Co-authored-by: Claude <noreply@anthropic.com>
2025-08-25 08:58:24 -05:00
manuelbliemel 9aa40246a8 Addressed issues when running basic-memory on the Windows platform (#252)
Signed-off-by: Manuel Bliemel <manuel.bliemel@gmail.com>
2025-08-24 19:12:40 -07:00
jope-bm 7aff836c57 fix: Add ISO datetime serialization to MCP schema models (#270)
Signed-off-by: Joe P <joe@basicmemory.com>
Co-authored-by: claude[bot] <209825114+claude[bot]@users.noreply.github.com>
Co-authored-by: jope-bm <jope-bm@users.noreply.github.com>
Co-authored-by: Claude <noreply@anthropic.com>
2025-08-23 07:23:07 -06:00
jope-bm 285e96baea fix: Fix observation parsing to exclude markdown and wiki links (#269)
Signed-off-by: Joe P <joe@basicmemory.com>
Co-authored-by: claude[bot] <209825114+claude[bot]@users.noreply.github.com>
Co-authored-by: jope-bm <jope-bm@users.noreply.github.com>
Co-authored-by: Claude <noreply@anthropic.com>
2025-08-22 20:16:05 -06:00
jope-bm 2cd2a62f30 fix: Ensure all datetime operations return timezone-aware objects (#268)
Signed-off-by: Joe P <joe@basicmemory.com>
Co-authored-by: Claude <noreply@anthropic.com>
2025-08-22 13:43:55 -06:00
jope-bm f3d8d8d617 fix: Use discriminated unions for MCP schema validation in build_context (#266)
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: jope-bm <jope-bm@users.noreply.github.com>
2025-08-22 09:36:32 -06:00
jope-bm 9743fcd13e fix: Respect BASIC_MEMORY_LOG_LEVEL and BASIC_MEMORY_CONSOLE_LOGGING environment variables (#264)
Signed-off-by: Joe P <joe@basicmemory.com>
Co-authored-by: Claude <noreply@anthropic.com>
2025-08-22 07:58:19 -06:00
phernandez 65d1984a53 Update CLA.md to include copyright and license info
Signed-off-by: phernandez <paul@basicmachines.co>
2025-08-21 18:21:24 -05:00
jope-bm b814d40ab1 fix: Add project isolation to ContextService.find_related() method (#261) (#262)
Signed-off-by: Joe P <joe@basicmemory.com>
Co-authored-by: Claude <noreply@anthropic.com>
2025-08-20 20:07:04 -06:00
Paul Hernandez 2438094914 fix: handle vim atomic write DELETE events without ADD (#249)
Signed-off-by: Joe P <joe@basicmemory.com>
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: Joe P <joe@basicmemory.com>
Co-authored-by: Claude <noreply@anthropic.com>
2025-08-20 14:36:43 -05:00
jope-bm 5d74d7407c fix: Enable string-to-integer conversion for build_context depth parameter (#259)
Signed-off-by: Joe P <joe@basicmemory.com>
Co-authored-by: Claude <noreply@anthropic.com>
2025-08-20 11:22:14 -06:00
jope-bm b6aeb3217c fix: Add missing foreign key constraints for project removal (#254) (#258)
Signed-off-by: Joe P <joe@basicmemory.com>
Signed-off-by: joe@basicmemory.com
Co-authored-by: claude[bot] <209825114+claude[bot]@users.noreply.github.com>
Co-authored-by: jope-bm <jope-bm@users.noreply.github.com>
Co-authored-by: Claude <noreply@anthropic.com>
2025-08-20 08:49:07 -06:00
jope-bm 08ee7e1201 fix: Critical search index bug - prevent note disappearing on edit (#257)
Signed-off-by: Joe P <joe@basicmemory.com>
Co-authored-by: claude[bot] <209825114+claude[bot]@users.noreply.github.com>
Co-authored-by: jope-bm <jope-bm@users.noreply.github.com>
2025-08-19 15:41:27 -06:00
phernandez 63ae9ee0e4 docs: Re-implement external documentation improvements
- Fix typo: 'enviroment' -> 'environment' in CLAUDE.md
- Update HTTP links to HTTPS in README.md
- Add comprehensive VS Code integration instructions
- Maintain correct internal link references

All improvements re-implemented by Basic Machines team for clean IP ownership.
2025-08-08 15:31:04 -05:00
phernandez 0e78751d34 revert: Remove external documentation changes for clean IP
Reverting changes by:
- Ikko Eltociear Ashimine (typo fix)
- Jason Noble (HTTPS links)
- Matias Forbord (link fix)
- Marc Baiza (VS Code instructions)

Will be re-implemented by Basic Machines team for clean IP ownership.
2025-08-08 15:26:29 -05:00
phernandez 59eae34dee fix: Update function name in error messages to use correct search_notes
Corrects error message templates to reference the actual search_notes function name for consistency.
2025-08-08 15:25:33 -05:00
phernandez b1e55e169e revert: Remove external function name fix for clean IP
Original contribution by Amadeusz Wieczorek will be re-implemented by Basic Machines team.
2025-08-08 15:24:58 -05:00
phernandez 173bff35c1 feat: Add Chinese character support to permalink generation
Preserves non-ASCII characters like Chinese in permalinks while maintaining
backward compatibility with ASCII-only processing. This re-implements
functionality that was contributed externally, now with Basic Machines authorship.
2025-08-08 15:24:23 -05:00
phernandez 629c8e47c9 revert: Remove external Chinese character fix for clean IP
Original contribution by andyxinweiminicloud will be re-implemented by Basic Machines team for clean IP ownership.
2025-08-08 15:23:28 -05:00
phernandez 9e4b8bca8f Add legal inventory documentation for IP analysis 2025-08-08 15:16:39 -05:00
Drew Cain b0cc559426 chore: update version to 0.14.3 for v0.14.3 release 2025-08-01 22:06:53 -05:00
Drew Cain 7460a938df fix: make case sensitivity test platform-aware
- Add platform detection to handle case-insensitive file systems
- Test now passes on macOS and Windows while maintaining Linux behavior
- Fixes test failure on case-insensitive file systems
2025-08-01 22:02:53 -05:00
Drew Cain 43fa5762a8 ruff checks
Signed-off-by: Drew Cain <groksrc@gmail.com>
2025-08-01 21:50:18 -05:00
Paul Hernandez fb1350b294 fix: enhance character conflict detection and error handling for sync operations (#201)
Co-authored-by: claude[bot] <209825114+claude[bot]@users.noreply.github.com>
Co-authored-by: Paul Hernandez <phernandez@users.noreply.github.com>
2025-08-01 21:35:56 -05:00
Paul Hernandez 7585a29c96 fix: replace recursive _traverse_messages with iterative approach to handle deep conversation threads (#235)
Co-authored-by: claude[bot] <209825114+claude[bot]@users.noreply.github.com>
Co-authored-by: Paul Hernandez <phernandez@users.noreply.github.com>
2025-08-01 21:34:11 -05:00
Drew Cain 752c78c379 chore: minor cleanup (#228)
Signed-off-by: Drew Cain <groksrc@gmail.com>
2025-07-31 21:32:56 -05:00
jope-bm a4a3b1b689 fix: handle missing 'name' key in memory JSON import (#241)
Signed-off-by: Joe P <joe@basicmemory.com>
Co-authored-by: Claude <noreply@anthropic.com>
Co-authored-by: jope-bm <jope-bm@users.noreply.github.com>
2025-07-28 14:52:15 -06:00
jope-bm 6361574a20 fix: basic memory home env var not respected when project path is changed. (#239)
Signed-off-by: Joe P <joe@basicmemory.com>
2025-07-28 14:50:47 -06:00
jope-bm 24a1d6195d fix: path traversal security vulnerability in mcp tools (#223)
Signed-off-by: Joe P <joe@basicmemory.com>
2025-07-15 09:05:11 -06:00
jope-bm a0cf62375d docs: improve virtual environment setup instructions (#222)
Co-authored-by: Claude <noreply@anthropic.com>
2025-07-10 10:18:43 -06:00
Paul Hernandez 473f70c949 chore: Cloud auth (#213)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude <noreply@anthropic.com>
2025-07-07 21:08:25 -05:00
phernandez 2c29dcc2b2 chore: update version to 0.14.2 for v0.14.2 release 2025-07-03 17:30:40 -05:00
phernandez 448210e552 docs: add v0.14.2 changelog entry
🤖 Generated with [Claude Code](https://claude.ai/code)

Co-Authored-By: Claude <noreply@anthropic.com>
2025-07-03 17:23:54 -05:00
Drew Cain 3621bb7b4d fix: MCP Error with MCP-Hub #204 (#212)
Signed-off-by: Drew Cain <groksrc@gmail.com>
2025-07-03 16:57:43 -05:00
Drew Cain f80ac0ee72 fix: replace deprecated datetime.utcnow() with timezone-aware alternatives and suppress SQLAlchemy warnings (#211)
Co-authored-by: claude[bot] <209825114+claude[bot]@users.noreply.github.com>
2025-07-03 16:57:30 -05:00
Drew Cain 23ddf1918c chore: update version to 0.14.1 for v0.14.1 release 2025-07-01 22:08:25 -05:00
Drew Cain 2aca19aa05 chore: apply ruff formatting 2025-07-01 22:05:17 -05:00
Drew Cain 827f7cf3e3 fix: constrain fastmcp version to prevent breaking changes (#203)
Signed-off-by: Drew Cain <groksrc@gmail.com>
Co-authored-by: Claude <noreply@anthropic.com>
2025-07-01 22:01:59 -05:00
Drew Cain bd4f55158b fix: Problems with MCP #190 (#202)
Signed-off-by: Drew Cain <groksrc@gmail.com>
2025-07-01 10:50:44 -05:00
Drew Cain 5360005122 feat: Add to cursor button (#200)
Signed-off-by: Drew Cain <groksrc@gmail.com>
2025-07-01 09:17:48 -05:00
Drew Cain 39f811f8b5 Update README.md
Added Homebrew instructions to README.md

Signed-off-by: Drew Cain <groksrc@users.noreply.github.com>
2025-06-26 21:51:14 -05:00
phernandez 8e69c8b533 chore: update version to 0.14.0 for v0.14.0 release 2025-06-26 16:18:10 -05:00
phernandez 627a5c3c22 docs: add comprehensive v0.14.0 changelog entry
Add detailed changelog for v0.14.0 release including:
- Docker Container Registry migration to GitHub Container Registry
- Enhanced search documentation with comprehensive syntax examples
- Cross-project file management with intelligent boundary detection
- 8 major bug fixes with issue numbers and commit links
- Technical improvements and infrastructure enhancements
- Migration guide and installation instructions

Covers all changes since v0.13.7 with proper categorization and
user-facing descriptions for better release communication.

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

Co-Authored-By: Claude <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2025-06-26 16:15:11 -05:00
phernandez cd88945b22 remove v0.13.0 from changelog
Signed-off-by: phernandez <paul@basicmachines.co>
2025-06-26 16:11:05 -05:00
phernandez cd8e372f0a fix: add test coverage for optional permalink in EntityResponse schema
- Add comprehensive test for None permalink validation in EntityResponse
- Ensures schema properly handles markdown files without explicit permalinks
- Addresses GitHub issue #170 validation errors during edit operations
- Test validates that permalink=None doesn't cause ValidationError

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

Co-Authored-By: Claude <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2025-06-26 15:58:49 -05:00
Paul Hernandez a589f8b894 feat: enhance search_notes tool documentation with comprehensive syntax examples (#186)
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>
2025-06-26 15:51:58 -05:00
Paul Hernandez c2f4b632cf fix: preserve permalink when editing notes without frontmatter permalink (#184)
Co-authored-by: claude[bot] <209825114+claude[bot]@users.noreply.github.com>
Co-authored-by: Paul Hernandez <phernandez@users.noreply.github.com>
2025-06-26 15:35:31 -05:00
phernandez 46d102cef1 update tests for search_repository
Signed-off-by: phernandez <paul@basicmachines.co>
2025-06-26 14:30:10 -05:00
phernandez 8e4dc026ce chore: update version to 0.14.0b1 for v0.14.0b1 beta release 2025-06-26 14:08:32 -05:00
phernandez 7af8e198c2 style: fix linting errors in test assertions
Replace equality comparisons to False with 'not' for better style.

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

Co-Authored-By: Claude <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2025-06-26 14:06:51 -05:00
Paul Hernandez 12b51522bc fix: implement project-specific sync status checks for MCP tools (#183)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude <noreply@anthropic.com>
2025-06-26 13:54:26 -05:00
Paul Hernandez ac9e148bcc test: add more tests for search_repository (#181)
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>
2025-06-26 13:45:07 -05:00
Paul Hernandez 546e3cd8db fix: handle Boolean search syntax with hyphenated terms (#180)
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>
2025-06-26 12:41:32 -05:00
phernandez de4737cc22 fix: correct typo and update changelog command template
- Fix typo: <versuib> → <version>
- Update version examples to v0.14.0 format
- Improve template formatting clarity

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-06-26 11:09:32 -05:00
phernandez 77eefeb252 update test-live.md regression suite
Signed-off-by: phernandez <paul@basicmachines.co>
2025-06-26 10:25:48 -05:00
phernandez e5923a0378 allow web_search in claude github action
Signed-off-by: phernandez <paul@basicmachines.co>
2025-06-26 09:29:23 -05:00
phernandez 1bf348259b fix formatting on files
Signed-off-by: phernandez <paul@basicmachines.co>
2025-06-25 22:32:05 -05:00
phernandez 224e4bf9e4 fixes #164 revove log level from mcp_server.run()
Signed-off-by: phernandez <paul@basicmachines.co>
2025-06-25 22:31:47 -05:00
Drew Cain 9f1db23c78 fix: respect BASIC_MEMORY_HOME environment variable in Docker containers (#174)
Signed-off-by: Drew Cain <groksrc@gmail.com>
Co-authored-by: claude[bot] <209825114+claude[bot]@users.noreply.github.com>
2025-06-25 21:40:30 -05:00
Paul Hernandez db5ef7d35c feat: enhance move_note tool with cross-project detection and guidance (#161)
Co-authored-by: claude[bot] <209825114+claude[bot]@users.noreply.github.com>
Co-authored-by: Paul Hernandez <phernandez@users.noreply.github.com>
2025-06-25 12:57:59 -05:00
Paul Hernandez f50650763d fix: ensure permalinks are generated for entities with null permalinks during move operations (#162)
Co-authored-by: claude[bot] <209825114+claude[bot]@users.noreply.github.com>
Co-authored-by: Paul Hernandez <phernandez@users.noreply.github.com>
2025-06-25 12:57:44 -05:00
Drew Cain 8a065c32f4 fix: handle None from_entity in Context API RelationSummary (#166)
Signed-off-by: Drew Cain <groksrc@gmail.com>
Co-authored-by: claude[bot] <209825114+claude[bot]@users.noreply.github.com>
2025-06-25 12:57:31 -05:00
Drew Cain 2a3adc109a fix: scope entity queries by project_id in upsert_entity method (#168)
Co-authored-by: claude[bot] <209825114+claude[bot]@users.noreply.github.com>
2025-06-24 00:02:18 -05:00
Drew Cain a52ce1c860 fix: only update Homebrew on stable releases
Signed-off-by: Drew Cain <groksrc@gmail.com>
2025-06-21 08:12:23 -05:00
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
294 changed files with 30553 additions and 15599 deletions
+154
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@@ -0,0 +1,154 @@
---
name: python-developer
description: Python backend developer specializing in FastAPI, DBOS workflows, and API implementation. Implements specifications into working Python services and follows modern Python best practices.
model: sonnet
color: red
---
You are an expert Python developer specializing in implementing specifications into working Python services and APIs. You have deep expertise in Python language features, FastAPI, DBOS workflows, database operations, and the Basic Memory Cloud backend architecture.
**Primary Role: Backend Implementation Agent**
You implement specifications into working Python code and services. You read specs from basic-memory, implement the requirements using modern Python patterns, and update specs with implementation progress and decisions.
**Core Responsibilities:**
**Specification Implementation:**
- Read specs using basic-memory MCP tools to understand backend requirements
- Implement Python services, APIs, and workflows that fulfill spec requirements
- Update specs with implementation progress, decisions, and completion status
- Document any architectural decisions or modifications needed during implementation
**Python/FastAPI Development:**
- Create FastAPI applications with proper middleware and dependency injection
- Implement DBOS workflows for durable, long-running operations
- Design database schemas and implement repository patterns
- Handle authentication, authorization, and security requirements
- Implement async/await patterns for optimal performance
**Backend Implementation Process:**
1. **Read Spec**: Use `mcp__basic-memory__read_note` to get spec requirements
2. **Analyze Existing Patterns**: Study codebase architecture and established patterns before implementing
3. **Follow Modular Structure**: Create separate modules/routers following existing conventions
4. **Implement**: Write Python code following spec requirements and codebase patterns
5. **Test**: Create tests that validate spec success criteria
6. **Update Spec**: Document completion and any implementation decisions
7. **Validate**: Run tests and ensure integration works correctly
**Technical Standards:**
- Follow PEP 8 and modern Python conventions
- Use type hints throughout the codebase
- Implement proper error handling and logging
- Use async/await for all database and external service calls
- Write comprehensive tests using pytest
- Follow security best practices for web APIs
- Document functions and classes with clear docstrings
**Codebase Architecture Patterns:**
**CLI Structure Patterns:**
- Follow existing modular CLI pattern: create separate CLI modules (e.g., `upload_cli.py`) instead of adding commands directly to `main.py`
- Existing examples: `polar_cli.py`, `tenant_cli.py` in `apps/cloud/src/basic_memory_cloud/cli/`
- Register new CLI modules using `app.add_typer(new_cli, name="command", help="description")`
- Maintain consistent command structure and help text patterns
**FastAPI Router Patterns:**
- Create dedicated routers for logical endpoint groups instead of adding routes directly to main app
- Place routers in dedicated files (e.g., `apps/api/src/basic_memory_cloud_api/routers/webdav_router.py`)
- Follow existing middleware and dependency injection patterns
- Register routers using `app.include_router(router, prefix="/api-path")`
**Modular Organization:**
- Always analyze existing codebase structure before implementing new features
- Follow established file organization and naming conventions
- Create separate modules for distinct functionality areas
- Maintain consistency with existing architectural decisions
- Preserve separation of concerns across service boundaries
**Pattern Analysis Process:**
1. Examine similar existing functionality in the codebase
2. Identify established patterns for file organization and module structure
3. Follow the same architectural approach for consistency
4. Create new modules/routers following existing conventions
5. Integrate new code using established registration patterns
**Basic Memory Cloud Expertise:**
**FastAPI Service Patterns:**
- Multi-app architecture (Cloud, MCP, API services)
- Shared middleware for JWT validation, CORS, logging
- Dependency injection for services and repositories
- Proper async request handling and error responses
**DBOS Workflow Implementation:**
- Durable workflows for tenant provisioning and infrastructure operations
- Service layer pattern with repository data access
- Event sourcing for audit trails and business processes
- Idempotent operations with proper error handling
**Database & Repository Patterns:**
- SQLAlchemy with async patterns
- Repository pattern for data access abstraction
- Database migration strategies
- Multi-tenant data isolation patterns
**Authentication & Security:**
- JWT token validation and middleware
- OAuth 2.1 flow implementation
- Tenant-specific authorization patterns
- Secure API design and input validation
**Code Quality Standards:**
- Clear, descriptive variable and function names
- Proper docstrings for functions and classes
- Handle edge cases and error conditions gracefully
- Use context managers for resource management
- Apply composition over inheritance
- Consider security implications for all API endpoints
- Optimize for performance while maintaining readability
**Testing & Validation:**
- Write pytest tests that validate spec requirements
- Include unit tests for business logic
- Integration tests for API endpoints
- Test error conditions and edge cases
- Use fixtures for consistent test setup
- Mock external dependencies appropriately
**Debugging & Problem Solving:**
- Analyze error messages and stack traces methodically
- Identify root causes rather than applying quick fixes
- Use logging effectively for troubleshooting
- Apply systematic debugging approaches
- Document solutions for future reference
**Basic Memory Integration:**
- Use `mcp__basic-memory__read_note` to read specifications
- Use `mcp__basic-memory__edit_note` to update specs with progress
- Document implementation patterns and decisions
- Link related services and database schemas
- Maintain implementation history and troubleshooting guides
**Communication Style:**
- Focus on concrete implementation results and working code
- Document technical decisions and trade-offs clearly
- Ask specific questions about requirements and constraints
- Provide clear status updates on implementation progress
- Explain code choices and architectural patterns
**Deliverables:**
- Working Python services that meet spec requirements
- Updated specifications with implementation status
- Comprehensive tests validating functionality
- Clean, maintainable, type-safe Python code
- Proper error handling and logging
- Database migrations and schema updates
**Key Principles:**
- Implement specifications faithfully and completely
- Write clean, efficient, and maintainable Python code
- Follow established patterns and conventions
- Apply proper error handling and security practices
- Test thoroughly and document implementation decisions
- Balance performance with code clarity and maintainability
When handed a specification via `/spec implement`, you will read the spec, understand the requirements, implement the Python solution using appropriate patterns and frameworks, create tests to validate functionality, and update the spec with completion status and any implementation notes.
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---
name: system-architect
description: System architect who designs and implements architectural solutions, creates ADRs, and applies software engineering principles to solve complex system design problems.
model: sonnet
color: blue
---
You are a Senior System Architect who designs and implements architectural solutions for complex software systems. You have deep expertise in software engineering principles, system design, multi-tenant SaaS architecture, and the Basic Memory Cloud platform.
**Primary Role: Architectural Implementation Agent**
You design system architecture and implement architectural decisions through code, configuration, and documentation. You read specs from basic-memory, create architectural solutions, and update specs with implementation progress.
**Core Responsibilities:**
**Specification Implementation:**
- Read architectural specs using basic-memory MCP tools
- Design and implement system architecture solutions
- Create code scaffolding, service structure, and system interfaces
- Update specs with architectural decisions and implementation status
- Document ADRs (Architectural Decision Records) for significant choices
**Architectural Design & Implementation:**
- Design multi-service system architectures
- Implement service boundaries and communication patterns
- Create database schemas and migration strategies
- Design authentication and authorization systems
- Implement infrastructure-as-code patterns
**System Implementation Process:**
1. **Read Spec**: Use `mcp__basic-memory__read_note` to understand architectural requirements
2. **Design Solution**: Apply architectural principles and patterns
3. **Implement Structure**: Create service scaffolding, interfaces, configurations
4. **Document Decisions**: Create ADRs documenting architectural choices
5. **Update Spec**: Record implementation progress and decisions
6. **Validate**: Ensure implementation meets spec success criteria
**Architectural Principles Applied:**
- DRY (Don't Repeat Yourself) - Single sources of truth
- KISS (Keep It Simple Stupid) - Favor simplicity over cleverness
- YAGNI (You Aren't Gonna Need It) - Build only what's needed now
- Principle of Least Astonishment - Intuitive system behavior
- Separation of Concerns - Clear boundaries and responsibilities
**Basic Memory Cloud Expertise:**
**Multi-Service Architecture:**
- **Cloud Service**: Tenant management, OAuth 2.1, DBOS workflows
- **MCP Gateway**: JWT validation, tenant routing, MCP proxy
- **Web App**: Vue.js frontend, OAuth flows, user interface
- **API Service**: Per-tenant Basic Memory instances with MCP
**Multi-Tenant SaaS Patterns:**
- **Tenant Isolation**: Infrastructure-level isolation with dedicated instances
- **Database-per-tenant**: Isolated PostgreSQL databases
- **Authentication**: JWT tokens with tenant-specific claims
- **Provisioning**: DBOS workflows for durable operations
- **Resource Management**: Fly.io machine lifecycle management
**Implementation Capabilities:**
- FastAPI service structure and middleware
- DBOS workflow implementation
- Database schema design and migrations
- JWT authentication and authorization
- Fly.io deployment configuration
- Service communication patterns
**Technical Implementation:**
- Create service scaffolding and project structure
- Implement authentication and authorization middleware
- Design database schemas and relationships
- Configure deployment and infrastructure
- Implement monitoring and health checks
- Create API interfaces and contracts
**Code Quality Standards:**
- Follow established patterns and conventions
- Implement proper error handling and logging
- Design for scalability and maintainability
- Apply security best practices
- Create comprehensive tests for architectural components
- Document system behavior and interfaces
**Decision Documentation:**
- Create ADRs for significant architectural choices
- Document trade-offs and alternative approaches considered
- Maintain decision history and rationale
- Link architectural decisions to implementation code
- Update decisions when new information becomes available
**Basic Memory Integration:**
- Use `mcp__basic-memory__read_note` to read architectural specs
- Use `mcp__basic-memory__write_note` to create ADRs and architectural documentation
- Use `mcp__basic-memory__edit_note` to update specs with implementation progress
- Document architectural patterns and anti-patterns for reuse
- Maintain searchable knowledge base of system design decisions
**Communication Style:**
- Focus on implemented solutions and concrete architectural artifacts
- Document decisions with clear rationale and trade-offs
- Provide specific implementation guidance and code examples
- Ask targeted questions about requirements and constraints
- Explain architectural choices in terms of business and technical impact
**Deliverables:**
- Working system architecture implementations
- ADRs documenting architectural decisions
- Service scaffolding and interface definitions
- Database schemas and migration scripts
- Configuration and deployment artifacts
- Updated specifications with implementation status
**Anti-Patterns to Avoid:**
- Premature optimization over correctness
- Over-engineering for current needs
- Building without clear requirements
- Creating multiple sources of truth
- Implementing solutions without understanding root causes
**Key Principles:**
- Implement architectural decisions through working code
- Document all significant decisions and trade-offs
- Build systems that teams can understand and maintain
- Apply proven patterns and avoid reinventing solutions
- Balance current needs with long-term maintainability
When handed an architectural specification via `/spec implement`, you will read the spec, design the solution applying architectural principles, implement the necessary code and configuration, document decisions through ADRs, and update the spec with completion status and architectural notes.
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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
+65 -39
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# /beta - Create Beta Release
Create a new beta release for the current version with automated quality checks and tagging.
Create a new beta release using the automated justfile target with quality checks and tagging.
## Usage
```
/beta [version]
/beta <version>
```
**Parameters:**
- `version` (optional): Beta version like `v0.13.0b4`. If not provided, auto-increments from latest beta tag.
- `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 Checks
1. Check current git status for uncommitted changes
2. Verify we're on the `main` branch
3. Get the latest beta tag to determine next version if not provided
### 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: Quality Assurance
1. Run `just check` to ensure code quality
2. If any checks fail, report issues and stop
3. Run `just update-deps` to ensure latest dependencies
4. Commit any dependency updates with proper message
### Step 2: Use Justfile Automation
Execute the automated beta release process:
```bash
just beta <version>
```
### Step 3: Version Determination
If version not provided:
1. Get latest git tags with `git tag -l "v*b*" --sort=-version:refname | head -1`
2. Auto-increment beta number (e.g., `v0.13.0b2``v0.13.0b3`)
3. Confirm version with user before proceeding
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 4: Release Creation
1. Commit any remaining changes
2. Push to main: `git push origin main`
3. Create tag: `git tag {version}`
4. Push tag: `git push origin {version}`
### Step 5: Monitor Release
### Step 3: Monitor Beta Release
1. Check GitHub Actions workflow starts successfully
2. Provide installation instructions for beta
3. Report status and next steps
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 quality checks fail, provide specific fix instructions
- If git operations fail, provide manual recovery steps
- If GitHub Actions fail, provide debugging guidance
- 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 v0.13.0b4 Created Successfully!
✅ Beta Release v0.13.2b1 Created Successfully!
🏷️ Tag: v0.13.0b4
🏷️ Tag: v0.13.2b1
🚀 GitHub Actions: Running
📦 PyPI: Will be available in ~5 minutes
📦 PyPI: Will be available in ~5 minutes as pre-release
Install with:
uv tool upgrade basic-memory --prerelease=allow
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
- Use the existing justfile targets (`just check`, `just update-deps`)
- Follow semantic versioning for beta releases
- Maintain release notes in CHANGELOG.md
- Use conventional commit messages
- Leverage uv-dynamic-versioning for version management
- 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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```
**Parameters:**
- `version` (required): Version like `v0.13.0` or `v0.13.0b4`
- `version` (required): Version like `v0.14.0` or `v0.14.0b1`
- `type` (optional): `beta`, `rc`, or `stable` (default: `stable`)
## Implementation
@@ -59,8 +59,9 @@ You are an expert technical writer for the Basic Memory project. When the user r
### Step 3: Generate Changelog Entry
Create formatted entry following existing CHANGELOG.md style:
Example:
```markdown
## v0.13.0 (2025-06-03)
## <version> (<date>)
### Features
@@ -128,6 +129,8 @@ Create formatted entry following existing CHANGELOG.md style:
## Output Format
### For Beta Releases
Example:
```markdown
## v0.13.0b4 (2025-06-03)
+41 -33
View File
@@ -1,6 +1,6 @@
# /release - Create Stable Release
Create a stable release from the current main branch with comprehensive validation.
Create a stable release using the automated justfile target with comprehensive validation.
## Usage
```
@@ -8,7 +8,7 @@ Create a stable release from the current main branch with comprehensive validati
```
**Parameters:**
- `version` (required): Release version like `v0.13.0`
- `version` (required): Release version like `v0.13.2`
## Implementation
@@ -20,53 +20,60 @@ You are an expert release manager for the Basic Memory project. When the user ru
3. Verify we're on the `main` branch
4. Confirm no existing tag with this version
### Step 2: Comprehensive Quality Checks
1. Run `just check` (lint, format, type-check, full test suite)
2. Verify test coverage meets minimum requirements (95%+)
3. Check that CHANGELOG.md contains entry for this version
4. Validate all high-priority issues are closed
#### Documentation Validation
1. **Changelog Check**
- CHANGELOG.md contains entry for target version
- Entry includes all major features and fixes
- Breaking changes are documented
### Step 3: Release Preparation
1. Update any version references if needed
2. Commit any final changes with message: `chore: prepare for ${version} release`
3. Push to main: `git push origin main`
### Step 2: Use Justfile Automation
Execute the automated release process:
```bash
just release <version>
```
### Step 4: Release Creation
1. Create annotated tag: `git tag -a ${version} -m "Release ${version}"`
2. Push tag: `git push origin ${version}`
3. Monitor GitHub Actions for release automation
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 5: Post-Release Validation
### 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. Test installation: `uv tool install basic-memory`
### Step 6: Documentation Update
1. Update any post-release documentation
2. Create follow-up tasks if needed
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
- [ ] CHANGELOG.md is updated (if needed)
- [ ] Version number follows semantic versioning
## Error Handling
- If any quality check fails, stop and provide fix instructions
- If changelog entry missing, prompt to create one
- If tests fail, provide debugging guidance
- If GitHub Actions fail, provide manual release steps
- 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 v0.13.0 Created Successfully!
🎉 Stable Release v0.13.2 Created Successfully!
🏷️ Tag: v0.13.0
📋 GitHub Release: https://github.com/basicmachines-co/basic-memory/releases/tag/v0.13.0
📦 PyPI: https://pypi.org/project/basic-memory/0.13.0/
🏷️ 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:
@@ -79,6 +86,7 @@ uv tool upgrade basic-memory
## Context
- This creates production releases used by end users
- Must pass all quality gates before proceeding
- Follows the release workflow documented in CLAUDE.md
- Uses uv-dynamic-versioning for automatic version management
- Triggers automated GitHub release with changelog
- 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
+55
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@@ -0,0 +1,55 @@
---
allowed-tools: mcp__basic-memory__write_note, mcp__basic-memory__read_note, mcp__basic-memory__search_notes, mcp__basic-memory__edit_note, Task
argument-hint: [create|status|implement|review] [spec-name]
description: Manage specifications in our development process
---
## Context
You are managing specifications using our specification-driven development process defined in @docs/specs/SPEC-001.md.
Available commands:
- `create [name]` - Create new specification
- `status` - Show all spec statuses
- `implement [spec-name]` - Hand spec to appropriate agent
- `review [spec-name]` - Review implementation against spec
## Your task
Execute the spec command: `/spec $ARGUMENTS`
### If command is "create":
1. Get next SPEC number by searching existing specs
2. Create new spec using template from @docs/specs/Slash\ Commands\ Reference.md
3. Place in `/specs` folder with title "SPEC-XXX: [name]"
4. Include standard sections: Why, What, How, How to Evaluate
### If command is "status":
1. Search all notes in `/specs` folder
2. Display table with spec number, title, and status
3. Show any dependencies or assigned agents
### If command is "implement":
1. Read the specified spec
2. Determine appropriate agent based on content:
- Frontend/UI → vue-developer
- Architecture/system → system-architect
- Backend/API → python-developer
3. Launch Task tool with appropriate agent and spec context
### If command is "review":
1. Read the specified spec and its "How to Evaluate" section
2. Review current implementation against success criteria with careful evaluation of:
- **Functional completeness** - All specified features working
- **Test coverage analysis** - Actual test files and coverage percentage
- Count existing test files vs required components/APIs/composables
- Verify unit tests, integration tests, and end-to-end tests
- Check for missing test categories (component, API, workflow)
- **Code quality metrics** - TypeScript compilation, linting, performance
- **Architecture compliance** - Component isolation, state management patterns
- **Documentation completeness** - Implementation matches specification
3. Provide honest, accurate assessment - do not overstate completeness
4. Document findings and update spec with review results
5. If gaps found, clearly identify what still needs to be implemented/tested
Use the agent definitions from @docs/specs/Agent\ Definitions.md for implementation handoffs.
-131
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@@ -1,131 +0,0 @@
# /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
+296 -84
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@@ -1,6 +1,7 @@
# /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.
Execute comprehensive real-world testing of Basic Memory using the installed version.
All test results are recorded as notes in a dedicated test project.
## Usage
```
@@ -8,12 +9,81 @@ Execute comprehensive real-world testing of Basic Memory using the installed ver
```
**Parameters:**
- `phase` (optional): Specific test phase to run (`core`, `features`, `edge`, `workflows`, `stress`, or `all`)
- `phase` (optional): Specific test phase to run (`recent`, `core`, `features`, `edge`, `workflows`, `stress`, or `all`)
- `recent` - Focus on recent changes and new features (recommended for regular testing)
- `core` - Essential tools only (Tier 1: write_note, read_note, search_notes, edit_note, list_memory_projects, recent_activity)
- `features` - Core + important workflows (Tier 1 + Tier 2)
- `all` - Comprehensive testing of all tools and scenarios
## 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:
When the user runs `/project:test-live`, execute comprehensive test plan:
## Tool Testing Priority
### **Tier 1: Critical Core (Always Test)**
1. **write_note** - Foundation of all knowledge creation
2. **read_note** - Primary knowledge retrieval mechanism
3. **search_notes** - Essential for finding information
4. **edit_note** - Core content modification capability
5. **list_memory_projects** - Project discovery and session guidance
6. **recent_activity** - Project discovery mode and activity analysis
### **Tier 2: Important Workflows (Usually Test)**
7. **build_context** - Conversation continuity via memory:// URLs
8. **create_memory_project** - Essential for project setup
9. **move_note** - Knowledge organization
10. **sync_status** - Understanding system state
11. **delete_project** - Project lifecycle management
### **Tier 3: Enhanced Functionality (Sometimes Test)**
12. **view_note** - Claude Desktop artifact display
13. **read_content** - Raw content access
14. **delete_note** - Content removal
15. **list_directory** - File system exploration
16. **edit_note** (advanced modes) - Complex find/replace operations
### **Tier 4: Specialized (Rarely Test)**
17. **canvas** - Obsidian visualization (specialized use case)
18. **MCP Prompts** - Enhanced UX tools (ai_assistant_guide, continue_conversation)
## Stateless Architecture Testing
### **Project Discovery Workflow (CRITICAL)**
Test the new stateless project selection flow:
1. **Initial Discovery**
- Call `list_memory_projects()` without knowing which project to use
- Verify clear session guidance appears: "Next: Ask which project to use"
- Confirm removal of CLI-specific references
2. **Activity-Based Discovery**
- Call `recent_activity()` without project parameter (discovery mode)
- Verify intelligent project suggestions based on activity
- Test guidance: "Should I use [most-active-project] for this task?"
3. **Session Tracking Validation**
- Verify all tool responses include `[Session: Using project 'name']`
- Confirm guidance reminds about session-wide project tracking
4. **Single Project Constraint Mode**
- Test MCP server with `--project` parameter
- Verify all operations constrained to specified project
- Test project override behavior in constrained mode
### **Explicit Project Parameters (CRITICAL)**
All tools must require explicit project parameters:
1. **Parameter Validation**
- Test all Tier 1 tools require `project` parameter
- Verify clear error messages for missing project
- Test invalid project name handling
2. **No Session State Dependencies**
- Confirm no tool relies on "current project" concept
- Test rapid project switching within conversation
- Verify each call is truly independent
### Pre-Test Setup
@@ -22,7 +92,13 @@ When the user runs `/project:test-live`, execute comprehensive testing following
- Check version and confirm it's the expected release
- Test MCP connection and tool availability
2. **Test Project Creation**
2. **Recent Changes Analysis** (if phase includes 'recent' or 'all')
- Run `git log --oneline -20` to examine recent commits
- Identify new features, bug fixes, and enhancements
- Generate targeted test scenarios for recent changes
- Prioritize regression testing for recently fixed issues
3. **Test Project Creation**
Run the bash `date` command to get the current date/time.
@@ -32,85 +108,151 @@ Run the bash `date` command to get the current date/time.
Purpose: Record all test observations and results
```
Make sure to switch to the newly created project with the `switch_project()` tool.
Make sure to use the newly created project for all subsequent test operations by specifying it in the `project` parameter of each tool call.
3. **Baseline Documentation**
4. **Baseline Documentation**
Create initial test session note with:
- Test environment details
- Version being tested
- Recent changes identified (if applicable)
- Test objectives and scope
- Start timestamp
### Phase 1: Core Functionality Validation
### Phase 0: Recent Changes Validation (if 'recent' or 'all' phase)
Test all fundamental MCP tools systematically:
Based on recent commit analysis, create targeted test scenarios:
**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
**Recent Changes Test Protocol:**
1. **Feature Addition Tests** - For each new feature identified:
- Test basic functionality
- Test integration with existing tools
- Verify documentation accuracy
- Test edge cases and error handling
**read_note Tests:**
- Read by title, permalink, memory:// URLs
- Non-existent notes (error handling)
- Notes with complex formatting
- Performance with large notes
2. **Bug Fix Regression Tests** - For each recent fix:
- Recreate the original problem scenario
- Verify the fix works as expected
- Test related functionality isn't broken
- Document the verification in test 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
3. **Performance/Enhancement Validation** - For optimizations:
- Establish baseline timing
- Compare with expected improvements
- Test under various load conditions
- Document performance observations
**search_notes Tests:**
- Simple text queries
- Tag-based searches
- Boolean operators and complex queries
- Empty/no results scenarios
- Performance with growing knowledge base
**Example Recent Changes (Update based on actual git log):**
- Watch Service Restart (#156): Test project creation → file modification → automatic restart
- Cross-Project Moves (#161): Test move_note with cross-project detection
- Docker Environment Support (#174): Test BASIC_MEMORY_HOME behavior
- MCP Server Logging (#164): Verify log level configurations
**Recent Activity Tests:**
- Various timeframes ("today", "1 week", "1d")
- Type filtering (if available)
- Empty project scenarios
- Performance with many recent changes
### Phase 1: Core Functionality Validation (Tier 1 Tools)
**Context Building Tests:**
- Different depth levels (1, 2, 3+)
- Various timeframes
- Relation traversal accuracy
- Performance with complex graphs
Test essential MCP tools that form the foundation of Basic Memory:
### Phase 2: v0.13.0 Feature Deep Dive
**1. write_note Tests (Critical):**
- ✅ Basic note creation with frontmatter
- ✅ Special characters and Unicode in titles
- ✅ Various content types (lists, headings, code blocks)
- ✅ Empty notes and minimal content edge cases
- ⚠️ Error handling for invalid parameters
**Project Management:**
- Create multiple projects dynamically
- Switch between projects mid-conversation
- Cross-project operations
- Project discovery and status
- Default project behavior
- Invalid project handling
**2. read_note Tests (Critical):**
- ✅ Read by title, permalink, memory:// URLs
- ✅ Non-existent notes (error handling)
- ✅ Notes with complex markdown formatting
- ⚠️ Performance with large notes (>10MB)
**Advanced Note Editing:**
- `edit_note` with append operations
- Prepend operations
- Find/replace with validation
- Section replacement under headers
- Error scenarios (invalid operations)
- Frontmatter preservation
**3. search_notes Tests (Critical):**
- ✅ Simple text queries across content
- ✅ Tag-based searches with multiple tags
- ✅ Boolean operators (AND, OR, NOT)
- ✅ Empty/no results scenarios
- ⚠️ Performance with 100+ notes
**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
**4. edit_note Tests (Critical):**
- ✅ Append operations preserving frontmatter
- ✅ Prepend operations
- ✅ Find/replace with validation
- ✅ Section replacement under headers
- ⚠️ Error scenarios (invalid operations)
### Phase 3: Edge Case Exploration
**5. list_memory_projects Tests (Critical):**
- ✅ Display all projects with clear session guidance
- ✅ Project discovery workflow prompts
- ✅ Removal of CLI-specific references
- ✅ Empty project list handling
- ✅ Single project constraint mode display
**6. recent_activity Tests (Critical - Discovery Mode):**
- ✅ Discovery mode without project parameter
- ✅ Intelligent project suggestions based on activity
- ✅ Guidance prompts for project selection
- ✅ Session tracking reminders in responses
- ⚠️ Performance with multiple projects
### Phase 2: Important Workflows (Tier 2 Tools)
**7. build_context Tests (Important):**
- ✅ Different depth levels (1, 2, 3+)
- ✅ Various timeframes for context
- ✅ memory:// URL navigation
- ⚠️ Performance with complex relation graphs
**8. create_memory_project Tests (Important):**
- ✅ Create projects dynamically
- ✅ Set default during creation
- ✅ Path validation and creation
- ⚠️ Invalid paths and names
- ✅ Integration with existing projects
**9. move_note Tests (Important):**
- ✅ Move within same project
- ✅ Cross-project moves with detection (#161)
- ✅ Automatic folder creation
- ✅ Database consistency validation
- ⚠️ Special characters in paths
**10. sync_status Tests (Important):**
- ✅ Background operation monitoring
- ✅ File synchronization status
- ✅ Project sync state reporting
- ⚠️ Error state handling
### Phase 3: Enhanced Functionality (Tier 3 Tools)
**11. view_note Tests (Enhanced):**
- ✅ Claude Desktop artifact display
- ✅ Title extraction from frontmatter
- ✅ Unicode and emoji content rendering
- ⚠️ Error handling for non-existent notes
**12. read_content Tests (Enhanced):**
- ✅ Raw file content access
- ✅ Binary file handling
- ✅ Image file reading
- ⚠️ Large file performance
**13. delete_note Tests (Enhanced):**
- ✅ Single note deletion
- ✅ Database consistency after deletion
- ⚠️ Non-existent note handling
- ✅ Confirmation of successful deletion
**14. list_directory Tests (Enhanced):**
- ✅ Directory content listing
- ✅ Depth control and filtering
- ✅ File name globbing
- ⚠️ Empty directory handling
**15. delete_project Tests (Enhanced):**
- ✅ Project removal from config
- ✅ Database cleanup
- ⚠️ Default project protection
- ⚠️ Non-existent project handling
### Phase 4: Edge Case Exploration
**Boundary Testing:**
- Very long titles and content (stress limits)
@@ -134,7 +276,7 @@ Test all fundamental MCP tools systematically:
- Rapid successive operations
- Memory usage monitoring
### Phase 4: Real-World Workflow Scenarios
### Phase 5: Real-World Workflow Scenarios
**Meeting Notes Pipeline:**
1. Create meeting notes with action items
@@ -154,7 +296,7 @@ Test all fundamental MCP tools systematically:
1. Technical documentation project
2. Personal recipe collection project
3. Learning/course notes project
4. Switch contexts during conversation
4. Specify different projects for different operations
5. Cross-reference related concepts
**Content Evolution:**
@@ -164,7 +306,35 @@ Test all fundamental MCP tools systematically:
4. Update content with edit operations
5. Validate knowledge graph integrity
### Phase 5: Creative Stress Testing
### Phase 6: Specialized Tools Testing (Tier 4)
**16. canvas Tests (Specialized):**
- ✅ JSON Canvas generation
- ✅ Node and edge creation
- ✅ Obsidian compatibility
- ⚠️ Complex graph handling
**17. MCP Prompts Tests (Specialized):**
- ✅ ai_assistant_guide output
- ✅ continue_conversation functionality
- ✅ Formatted search results
- ✅ Enhanced activity reports
### Phase 7: Integration & File Watching Tests
**File System Integration:**
- ✅ Watch service behavior with file changes
- ✅ Project creation → watch restart (#156)
- ✅ Multi-project synchronization
- ⚠️ MCP→API→DB→File stack validation
**Real Integration Testing:**
- ✅ End-to-end file watching vs manual operations
- ✅ Cross-session persistence
- ✅ Database consistency across operations
- ⚠️ Performance under real file system changes
### Phase 8: Creative Stress Testing
**Creative Exploration:**
- Rapid project creation/switching patterns
@@ -180,6 +350,26 @@ Test all fundamental MCP tools systematically:
- Complex boolean search expressions
- Resource constraint testing
## Test Execution Guidelines
### Quick Testing (core/features phases)
- Focus on Tier 1 tools (core) or Tier 1+2 (features)
- Test essential functionality and common edge cases
- Record critical issues immediately
- Complete in 15-20 minutes
### Comprehensive Testing (all phase)
- Cover all tiers systematically
- Include specialized tools and stress testing
- Document performance baselines
- Complete in 45-60 minutes
### Recent Changes Focus (recent phase)
- Analyze git log for recent commits
- Generate targeted test scenarios
- Focus on regression testing for fixes
- Validate new features thoroughly
## Test Observation Format
Record ALL observations immediately as Basic Memory notes:
@@ -202,14 +392,14 @@ permalink: test-session-[phase]-[timestamp]
## 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
- [timestamp] write_note: Created note with emoji title 📝 #tier1 #functionality
- [timestamp] search_notes: Boolean query returned 23 results in 0.4s #tier1 #performance
- [timestamp] edit_note: Append operation preserved frontmatter #tier1 #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
- [timestamp] ⚠️ move_note: Slow with deep folder paths (2.1s) #tier2 #performance
- [timestamp] 🚨 search_notes: Unicode query returned unexpected results #tier1 #bug #critical
- [timestamp] ⚠️ build_context: Context lost for memory:// URLs #tier2 #issue
### 🚀 Enhancements Identified
- edit_note could benefit from preview mode #ux-improvement
@@ -219,7 +409,7 @@ permalink: test-session-[phase]-[timestamp]
### 📊 Performance Metrics
- Average write_note time: 0.3s
- Search with 100+ notes: 0.6s
- Project switch overhead: 0.1s
- Project parameter overhead: <0.1s
- Memory usage: [observed levels]
## Relations
@@ -239,7 +429,7 @@ permalink: test-session-[phase]-[timestamp]
- Learning curve and intuitiveness
**System Behavior:**
- Context preservation across operations
- Stateless operation independence
- memory:// URL navigation reliability
- Multi-step workflow cohesion
- Edge case graceful handling
@@ -353,24 +543,44 @@ For each error discovered:
- Create comprehensive summary report
- Generate development recommendations
## Testing Success Criteria
### Core Testing (Tier 1) - Must Pass
- All 6 critical tools function correctly
- No critical bugs in essential workflows
- Acceptable performance for basic operations
- Error handling works as expected
### Feature Testing (Tier 1+2) - Should Pass
- All 11 core + important tools function
- Workflow scenarios complete successfully
- Performance meets baseline expectations
- Integration points work correctly
### Comprehensive Testing (All Tiers) - Complete Coverage
- All tools tested across all scenarios
- Edge cases and stress testing completed
- Performance baselines established
- Full documentation of issues and enhancements
## Expected Outcomes
**System Validation:**
- v0.13.0 feature verification in real usage
- Edge case discovery beyond unit tests
- Feature verification prioritized by tier importance
- Recent changes validated for regression
- Performance baseline establishment
- Bug identification with reproduction cases
- Bug identification with severity assessment
**Knowledge Base Creation:**
- Comprehensive testing documentation
- Prioritized testing documentation
- Real usage examples for user guides
- Edge case scenarios for future testing
- Recent changes validation records
- Performance insights for optimization
**Development Insights:**
- Prioritized bug fix list
- Tier-based bug priority list
- Recent changes impact assessment
- Enhancement ideas from real usage
- Architecture validation results
- User experience improvement areas
## Post-Test Deliverables
@@ -402,9 +612,11 @@ For each error discovered:
- Add performance benchmarks and targets
## Context
- Uses installed basic-memory version (not development)
- Uses real installed basic-memory version
- Tests complete MCP→API→DB→File stack
- Creates living documentation in Basic Memory itself
- Follows integration over isolation philosophy
- Prioritizes testing by tool importance and usage frequency
- Adapts to recent development changes dynamically
- Focuses on real usage patterns over checklist validation
- Generates actionable insights for development team
- Generates actionable insights prioritized by impact
+60
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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
-55
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@@ -1,55 +0,0 @@
# OAuth Configuration for Basic Memory MCP Server
# Copy this file to .env and update the values
# Enable OAuth authentication
FASTMCP_AUTH_ENABLED=true
# OAuth provider type: basic, github, google, or supabase
# - basic: Built-in OAuth provider with in-memory storage
# - github: Integrate with GitHub OAuth
# - google: Integrate with Google OAuth
# - supabase: Integrate with Supabase Auth (recommended for production)
FASTMCP_AUTH_PROVIDER=basic
# OAuth issuer URL (your MCP server URL)
FASTMCP_AUTH_ISSUER_URL=http://localhost:8000
# Documentation URL for OAuth endpoints
FASTMCP_AUTH_DOCS_URL=http://localhost:8000/docs/oauth
# Required scopes (comma-separated)
# Examples: read,write,admin
FASTMCP_AUTH_REQUIRED_SCOPES=read,write
# Secret key for JWT tokens (auto-generated if not set)
# FASTMCP_AUTH_SECRET_KEY=your-secret-key-here
# Enable client registration endpoint
FASTMCP_AUTH_CLIENT_REGISTRATION_ENABLED=true
# Enable token revocation endpoint
FASTMCP_AUTH_REVOCATION_ENABLED=true
# Default scopes for new clients
FASTMCP_AUTH_DEFAULT_SCOPES=read
# Valid scopes that can be requested
FASTMCP_AUTH_VALID_SCOPES=read,write,admin
# Client secret expiry in seconds (optional)
# FASTMCP_AUTH_CLIENT_SECRET_EXPIRY=86400
# GitHub OAuth settings (if using github provider)
# GITHUB_CLIENT_ID=your-github-client-id
# GITHUB_CLIENT_SECRET=your-github-client-secret
# Google OAuth settings (if using google provider)
# GOOGLE_CLIENT_ID=your-google-client-id
# GOOGLE_CLIENT_SECRET=your-google-client-secret
# Supabase settings (if using supabase provider)
# SUPABASE_URL=https://your-project.supabase.co
# SUPABASE_ANON_KEY=your-anon-key
# SUPABASE_SERVICE_KEY=your-service-key # Optional, for admin operations
# SUPABASE_JWT_SECRET=your-jwt-secret # Optional, for token validation
# SUPABASE_ALLOWED_CLIENTS=client1,client2 # Comma-separated list of allowed client IDs
+79
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@@ -0,0 +1,79 @@
name: Claude Code Review
on:
pull_request:
types: [opened, synchronize]
# Optional: Only run on specific file changes
# paths:
# - "src/**/*.ts"
# - "src/**/*.tsx"
# - "src/**/*.js"
# - "src/**/*.jsx"
jobs:
claude-review:
# Only run for organization members and collaborators
if: |
github.event.pull_request.author_association == 'OWNER' ||
github.event.pull_request.author_association == 'MEMBER' ||
github.event.pull_request.author_association == 'COLLABORATOR'
runs-on: ubuntu-latest
permissions:
contents: read
pull-requests: write
issues: read
id-token: write
steps:
- name: Checkout repository
uses: actions/checkout@v4
with:
fetch-depth: 1
- name: Run Claude Code Review
id: claude-review
uses: anthropics/claude-code-action@v1
with:
claude_code_oauth_token: ${{ secrets.CLAUDE_CODE_OAUTH_TOKEN }}
github_token: ${{ secrets.GITHUB_TOKEN }}
track_progress: true # Enable visual progress tracking
allowed_bots: '*'
prompt: |
Review this Basic Memory PR against our team checklist:
## Code Quality & Standards
- [ ] Follows Basic Memory's coding conventions in CLAUDE.md
- [ ] Python 3.12+ type annotations and async patterns
- [ ] SQLAlchemy 2.0 best practices
- [ ] FastAPI and Typer conventions followed
- [ ] 100-character line length limit maintained
- [ ] No commented-out code blocks
## Testing & Documentation
- [ ] Unit tests for new functions/methods
- [ ] Integration tests for new MCP tools
- [ ] Test coverage for edge cases
- [ ] Documentation updated (README, docstrings)
- [ ] CLAUDE.md updated if conventions change
## Basic Memory Architecture
- [ ] MCP tools follow atomic, composable design
- [ ] Database changes include Alembic migrations
- [ ] Preserves local-first architecture principles
- [ ] Knowledge graph operations maintain consistency
- [ ] Markdown file handling preserves integrity
- [ ] AI-human collaboration patterns followed
## Security & Performance
- [ ] No hardcoded secrets or credentials
- [ ] Input validation for MCP tools
- [ ] Proper error handling and logging
- [ ] Performance considerations addressed
- [ ] No sensitive data in logs or commits
Read the CLAUDE.md file for detailed project context. For each checklist item, verify if it's satisfied and comment on any that need attention. Use inline comments for specific code issues and post a summary with checklist results.
# Allow broader tool access for thorough code review
claude_args: '--allowed-tools "Bash(gh pr:*),Bash(gh issue:*),Bash(gh api:*),Bash(git log:*),Bash(git show:*),Read,Grep,Glob"'
+71
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@@ -0,0 +1,71 @@
name: Claude Issue Triage
on:
issues:
types: [opened]
jobs:
triage:
runs-on: ubuntu-latest
permissions:
issues: write
id-token: write
steps:
- name: Checkout repository
uses: actions/checkout@v4
with:
fetch-depth: 1
- name: Run Claude Issue Triage
uses: anthropics/claude-code-action@v1
with:
claude_code_oauth_token: ${{ secrets.CLAUDE_CODE_OAUTH_TOKEN }}
track_progress: true # Show triage progress
prompt: |
Analyze this new Basic Memory issue and perform triage:
**Issue Analysis:**
1. **Type Classification:**
- Bug report (code defect)
- Feature request (new functionality)
- Enhancement (improvement to existing feature)
- Documentation (docs improvement)
- Question/Support (user help)
- MCP tool issue (specific to MCP functionality)
2. **Priority Assessment:**
- Critical: Security issues, data loss, complete breakage
- High: Major functionality broken, affects many users
- Medium: Minor bugs, usability issues
- Low: Nice-to-have improvements, cosmetic issues
3. **Component Classification:**
- CLI commands
- MCP tools
- Database/sync
- Cloud functionality
- Documentation
- Testing
4. **Complexity Estimate:**
- Simple: Quick fix, documentation update
- Medium: Requires some investigation/testing
- Complex: Major feature work, architectural changes
**Actions to Take:**
1. Add appropriate labels using: `gh issue edit ${{ github.event.issue.number }} --add-label "label1,label2"`
2. Check for duplicates using: `gh search issues`
3. If duplicate found, comment mentioning the original issue
4. For feature requests, ask clarifying questions if needed
5. For bugs, request reproduction steps if missing
**Available Labels:**
- Type: bug, enhancement, feature, documentation, question, mcp-tool
- Priority: critical, high, medium, low
- Component: cli, mcp, database, cloud, docs, testing
- Complexity: simple, medium, complex
- Status: needs-reproduction, needs-clarification, duplicate
Read the issue carefully and provide helpful triage with appropriate labels.
claude_args: '--allowed-tools "Bash(gh issue:*),Bash(gh search:*),Read"'
+38 -84
View File
@@ -9,106 +9,60 @@ on:
types: [opened, assigned]
pull_request_review:
types: [submitted]
pull_request_target:
types: [opened, synchronize]
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')))
(
(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'))) ||
(github.event_name == 'pull_request_target' && contains(github.event.pull_request.body, '@claude'))
) && (
github.event.comment.author_association == 'OWNER' ||
github.event.comment.author_association == 'MEMBER' ||
github.event.comment.author_association == 'COLLABORATOR' ||
github.event.sender.author_association == 'OWNER' ||
github.event.sender.author_association == 'MEMBER' ||
github.event.sender.author_association == 'COLLABORATOR' ||
github.event.pull_request.author_association == 'OWNER' ||
github.event.pull_request.author_association == 'MEMBER' ||
github.event.pull_request.author_association == 'COLLABORATOR'
)
runs-on: ubuntu-latest
permissions:
contents: read
pull-requests: read
issues: read
id-token: write
actions: read # Required for Claude to read CI results on PRs
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:
# For pull_request_target, checkout the PR head to review the actual changes
ref: ${{ github.event_name == 'pull_request_target' && github.event.pull_request.head.sha || github.sha }}
fetch-depth: 1
- name: Run Claude Code
if: steps.check_membership.outputs.is_member == 'true'
id: claude
uses: anthropics/claude-code-action@beta
uses: anthropics/claude-code-action@v1
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
claude_code_oauth_token: ${{ secrets.CLAUDE_CODE_OAUTH_TOKEN }}
track_progress: true # Enable visual progress tracking
# This is an optional setting that allows Claude to read CI results on PRs
additional_permissions: |
actions: read
# Optional: Give a custom prompt to Claude. If this is not specified, Claude will perform the instructions specified in the comment that tagged it.
# prompt: 'Update the pull request description to include a summary of changes.'
# Optional: Add claude_args to customize behavior and configuration
# See https://github.com/anthropics/claude-code-action/blob/main/docs/usage.md
# or https://docs.claude.com/en/docs/claude-code/sdk#command-line for available options
# claude_args: '--model claude-opus-4-1-20250805 --allowed-tools Bash(gh pr:*)'
+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: ${{ steps.meta.outputs.labels }}
cache-from: type=gha
cache-to: type=gha,mode=max
+36 -11
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@@ -32,17 +32,11 @@ jobs:
uv sync
uv build
- name: Verify version matches tag
- name: Verify build succeeded
run: |
# Get version from built package
PACKAGE_VERSION=$(uv run python -c "import basic_memory; print(basic_memory.__version__)")
TAG_VERSION=${GITHUB_REF_NAME#v} # Remove 'v' prefix from tag
echo "Package version: $PACKAGE_VERSION"
echo "Tag version: $TAG_VERSION"
if [ "$PACKAGE_VERSION" != "$TAG_VERSION" ]; then
echo "Version mismatch! Package: $PACKAGE_VERSION, Tag: $TAG_VERSION"
exit 1
fi
# Verify that build artifacts exist
ls -la dist/
echo "Build completed successfully"
- name: Create GitHub Release
uses: softprops/action-gh-release@v2
@@ -57,4 +51,35 @@ jobs:
- name: Publish to PyPI
uses: pypa/gh-action-pypi-publish@release/v1
with:
password: ${{ secrets.PYPI_TOKEN }}
password: ${{ secrets.PYPI_TOKEN }}
homebrew:
name: Update Homebrew Formula
needs: release
runs-on: ubuntu-latest
# Only run for stable releases (not dev, beta, or rc versions)
if: ${{ !contains(github.ref_name, 'dev') && !contains(github.ref_name, 'b') && !contains(github.ref_name, 'rc') }}
permissions:
contents: write
actions: read
steps:
- name: Update Homebrew formula
uses: mislav/bump-homebrew-formula-action@v3
with:
# Formula name in homebrew-basic-memory repo
formula-name: basic-memory
# The tap repository
homebrew-tap: basicmachines-co/homebrew-basic-memory
# Base branch of the tap repository
base-branch: main
# Download URL will be automatically constructed from the tag
download-url: https://github.com/basicmachines-co/basic-memory/archive/refs/tags/${{ 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 }}
+21 -4
View File
@@ -14,11 +14,12 @@ on:
jobs:
test:
runs-on: ubuntu-latest
strategy:
fail-fast: false
matrix:
python-version: [ "3.12" ]
os: [ubuntu-latest, windows-latest]
python-version: [ "3.12", "3.13" ]
runs-on: ${{ matrix.os }}
steps:
- uses: actions/checkout@v4
@@ -35,10 +36,18 @@ jobs:
run: |
pip install uv
- name: Install just
- name: Install just (Linux/macOS)
if: runner.os != 'Windows'
run: |
curl --proto '=https' --tlsv1.2 -sSf https://just.systems/install.sh | bash -s -- --to /usr/local/bin
- name: Install just (Windows)
if: runner.os == 'Windows'
run: |
# Install just using Chocolatey (pre-installed on GitHub Actions Windows runners)
choco install just --yes
shell: pwsh
- name: Create virtual env
run: |
uv venv
@@ -49,7 +58,15 @@ jobs:
- name: Run type checks
run: |
just type-check
just typecheck
- name: Run type checks
run: |
just typecheck
- name: Run linting
run: |
just lint
- name: Run tests
run: |
-14
View File
@@ -1,14 +0,0 @@
{
"mcpServers": {
"basic-memory": {
"command": "uv",
"args": [
"--directory",
"/Users/phernandez/dev/basicmachines/basic-memory",
"run",
"src/basic_memory/cli/main.py",
"mcp"
]
}
}
}
-42
View File
@@ -1,42 +0,0 @@
# OAuth Quick Start
Basic Memory supports OAuth authentication for secure access control. For detailed documentation, see [OAuth Authentication Guide](docs/OAuth%20Authentication%20Guide.md).
## Quick Test with MCP Inspector
```bash
# 1. Set a consistent secret key
export FASTMCP_AUTH_SECRET_KEY="test-secret-key"
# 2. Start server with OAuth
FASTMCP_AUTH_ENABLED=true basic-memory mcp --transport streamable-http
# 3. In another terminal, get a test token
export FASTMCP_AUTH_SECRET_KEY="test-secret-key" # Same key!
basic-memory auth test-auth
# 4. Copy the access token and use in MCP Inspector:
# - Server URL: http://localhost:8000/mcp
# - Transport: streamable-http
# - Custom Headers:
# Authorization: Bearer YOUR_ACCESS_TOKEN
# Accept: application/json, text/event-stream
```
## OAuth Endpoints
- `GET /authorize` - Authorization endpoint
- `POST /token` - Token exchange endpoint
- `GET /.well-known/oauth-authorization-server` - OAuth metadata
## Common Issues
1. **401 Unauthorized**: Make sure you're using the same secret key for both server and client
2. **404 Not Found**: Use `/authorize` not `/auth/authorize`
3. **Token Invalid**: Tokens don't persist across server restarts with basic provider
## Documentation
- [OAuth Authentication Guide](docs/OAuth%20Authentication%20Guide.md) - Complete setup guide
- [Supabase OAuth Setup](docs/Supabase%20OAuth%20Setup.md) - Production deployment
- [External OAuth Providers](docs/External%20OAuth%20Providers.md) - GitHub, Google integration
+770 -58
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@@ -1,80 +1,792 @@
# CHANGELOG
## v0.15.0 (2025-10-04)
## v0.13.0 (2025-06-03)
### Critical Bug Fixes
### 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
- **Smart File Management** - Move notes with database consistency and search reindexing
([`9fb931c`](https://github.com/basicmachines-co/basic-memory/commit/9fb931c))
- `move_note` tool with rollback protection
- Automatic folder creation and permalink updates
- Full database consistency maintenance
- **Enhanced Search Capabilities** - Frontmatter tags now searchable, improved content discovery
([`3f5368e`](https://github.com/basicmachines-co/basic-memory/commit/3f5368e))
- YAML frontmatter tag indexing
- Improved FTS5 search functionality
- Project-scoped search operations
- **Production Features** - OAuth authentication, development builds, comprehensive testing
([`5f8d945`](https://github.com/basicmachines-co/basic-memory/commit/5f8d945))
- Development build automation
- MCP integration testing framework
- Enhanced CI/CD pipeline
- **Permalink Collision Data Loss Prevention** - Fixed critical bug where creating similar entity names would overwrite existing files
([`2a050ed`](https://github.com/basicmachines-co/basic-memory/commit/2a050edee42b07294f5199902a60b626bfc47be8))
- **Issue**: Creating "Node C" would overwrite "Node A.md" due to fuzzy search incorrectly matching similar file paths
- **Solution**: Added `strict=True` parameter to link resolution, disabling fuzzy search fallback during entity creation
- **Impact**: Prevents data loss from false positive path matching like "edge-cases/Node A.md" vs "edge-cases/Node C.md"
- **Testing**: Comprehensive integration tests and MCP-level permalink collision tests added
- **Status**: Manually verified fix prevents file overwrite in production scenarios
### Bug Fixes
- **#118**: Fix YAML tag formatting to follow standard specification
([`2dc7e27`](https://github.com/basicmachines-co/basic-memory/commit/2dc7e27))
- **#330**: Remove .env file loading from BasicMemoryConfig
([`f3b1945`](https://github.com/basicmachines-co/basic-memory/commit/f3b1945e4c0070d0282eaf98c085ef188c8edd2d))
- Clean up configuration initialization to prevent unintended environment variable loading
- **#110**: Make --project flag work consistently across CLI commands
([`02dd91a`](https://github.com/basicmachines-co/basic-memory/commit/02dd91a))
- **#329**: Normalize underscores in memory:// URLs for build_context
([`f5a11f3`](https://github.com/basicmachines-co/basic-memory/commit/f5a11f3911edda55bee6970ed9e7c38f7fd7a059))
- Fix URL normalization to handle underscores consistently in memory:// protocol
- Improve knowledge graph navigation with standardized URL handling
- **#93**: Respect custom permalinks in frontmatter for write_note
([`6b6fd76`](https://github.com/basicmachines-co/basic-memory/commit/6b6fd76))
- **#328**: Simplify entity upsert to use database-level conflict resolution
([`ee83b0e`](https://github.com/basicmachines-co/basic-memory/commit/ee83b0e5a8f00cdcc8e24a0f8c9449c6eaddf649))
- Leverage SQLite's native UPSERT for cleaner entity creation/update logic
- Reduce application-level complexity by using database conflict resolution
- Fix list_directory path display to not include leading slash
([`6057126`](https://github.com/basicmachines-co/basic-memory/commit/6057126))
- **#312**: Add proper datetime JSON schema format annotations for MCP validation
([`a7bf42e`](https://github.com/basicmachines-co/basic-memory/commit/a7bf42ef495a3e2c66230985c3445cab5c52c408))
- Fix MCP schema validation errors with proper datetime format annotations
- Ensure compatibility with strict MCP schema validators
- **#281**: Fix move_note without file extension
([`3e168b9`](https://github.com/basicmachines-co/basic-memory/commit/3e168b98f3962681799f4537eb86ded47e771665))
- Allow moving notes by title alone without requiring .md extension
- Improve move operation usability and error handling
- **#310**: Remove obsolete update_current_project function and --project flag reference
([`17a6733`](https://github.com/basicmachines-co/basic-memory/commit/17a6733c9d280def922e37c2cd171e3ee44fce21))
- Clean up deprecated project management code
- Remove unused CLI flag references
- **#309**: Make sync operations truly non-blocking with thread pool
([`1091e11`](https://github.com/basicmachines-co/basic-memory/commit/1091e113227c86f10f574e56a262aff72f728113))
- Move sync operations to background thread pool for improved responsiveness
- Prevent blocking during file synchronization operations
### Features
- **#327**: CLI Subscription Validation (SPEC-13 Phase 2)
([`ace6a0f`](https://github.com/basicmachines-co/basic-memory/commit/ace6a0f50d8d0b4ea31fb526361c2d9616271740))
- Implement subscription validation for CLI operations
- Foundation for future cloud billing integration
- **#322**: Cloud CLI sync via rclone bisync
([`99a35a7`](https://github.com/basicmachines-co/basic-memory/commit/99a35a7fb410ef88c50050e666e4244350e44a6e))
- Add bidirectional cloud synchronization using rclone
- Enable local-cloud file sync with conflict detection
- **#315**: Implement SPEC-11 API performance optimizations
([`5da97e4`](https://github.com/basicmachines-co/basic-memory/commit/5da97e482052907d68a2a3604e255c3f2c42c5ed))
- Comprehensive API performance improvements
- Optimized database queries and response times
- **#314**: Integrate ignore_utils to skip .gitignored files in sync process
([`33ee1e0`](https://github.com/basicmachines-co/basic-memory/commit/33ee1e0831d2060587de2c9886e74ff111b04583))
- Respect .gitignore patterns during file synchronization
- Prevent syncing build artifacts and temporary files
- **#313**: Add disable_permalinks config flag
([`9035913`](https://github.com/basicmachines-co/basic-memory/commit/903591384dffeba9996a18463818bdb8b28ca03e))
- Optional permalink generation for users who don't need them
- Improves flexibility for different knowledge management workflows
- **#306**: Implement cloud mount CLI commands for local file access
([`2c5c606`](https://github.com/basicmachines-co/basic-memory/commit/2c5c606a394ab994334c8fd307b30370037bbf39))
- Mount cloud files locally using rclone for real-time editing
- Three performance profiles: fast (5s), balanced (10-15s), safe (15s+)
- Cross-platform rclone installer with package manager fallbacks
- **#305**: ChatGPT tools for search and fetch
([`f40ab31`](https://github.com/basicmachines-co/basic-memory/commit/f40ab31685a9510a07f5d87bf24436c0df80680f))
- Add ChatGPT-specific search and fetch tools
- Expand AI assistant integration options
- **#298**: Implement SPEC-6 Stateless Architecture for MCP Tools
([`a1d7792`](https://github.com/basicmachines-co/basic-memory/commit/a1d7792bdb6f71c4943b861d1c237f6ac7021247))
- Redesign MCP tools for stateless operation
- Enable cloud deployment with better scalability
- **#296**: Basic Memory cloud upload
([`e0d8aeb`](https://github.com/basicmachines-co/basic-memory/commit/e0d8aeb14913f3471b9716d0c60c61adb1d74687))
- Implement file upload capabilities for cloud storage
- Foundation for cloud-hosted Basic Memory instances
- **#291**: Merge Cloud auth
([`3a6baf8`](https://github.com/basicmachines-co/basic-memory/commit/3a6baf80fc6012e9434e06b1605f9a8b198d8688))
- OAuth 2.1 authentication with Supabase integration
- JWT-based tenant isolation for multi-user cloud deployments
### Platform & Infrastructure
- **#331**: Add Python 3.13 to test matrix
([`16d7edd`](https://github.com/basicmachines-co/basic-memory/commit/16d7eddbf704abfe53373663e80d05ecdde15aa7))
- Ensure compatibility with latest Python version
- Expand CI/CD testing coverage
- **#316**: Enable WAL mode and add Windows-specific SQLite optimizations
([`c83d567`](https://github.com/basicmachines-co/basic-memory/commit/c83d567917267bb3d52708f4b38d2daf36c1f135))
- Enable Write-Ahead Logging for better concurrency
- Platform-specific SQLite optimizations for Windows users
- **#320**: Rework lifecycle management to optimize cloud deployment
([`ea2e93d`](https://github.com/basicmachines-co/basic-memory/commit/ea2e93d9265bfa366d2d3796f99f579ab2aed48c))
- Optimize application lifecycle for cloud environments
- Improve startup time and resource management
- **#319**: Resolve entity relations in background to prevent cold start blocking
([`324844a`](https://github.com/basicmachines-co/basic-memory/commit/324844a670d874410c634db520a68c09149045ea))
- Move relation resolution to background processing
- Faster MCP server cold starts
- **#318**: Enforce minimum 1-day timeframe for recent_activity
([`f818702`](https://github.com/basicmachines-co/basic-memory/commit/f818702ab7f8d2d706178e7b0ed3467501c9c4a2))
- Fix timezone-related issues in recent activity queries
- Ensure consistent behavior across time zones
- **#317**: Critical cloud deployment fixes for MCP stability
([`2efd8f4`](https://github.com/basicmachines-co/basic-memory/commit/2efd8f44e2d0259079ed5105fea34308875c0e10))
- Multiple stability improvements for cloud-hosted MCP servers
- Enhanced error handling and recovery
### Technical Improvements
- **Unified Database Architecture** - Single app-level database for better performance
- Migration from per-project databases to unified structure
- Project isolation with foreign key relationships
- Optimized queries and reduced file I/O
- **Comprehensive Testing** - Extensive test coverage for critical fixes
- New permalink collision test suite with 4 MCP-level integration tests
- Entity service test coverage expanded to reproduce fuzzy search bug
- Manual testing verification of data loss prevention
- All 55 entity service tests passing with new strict resolution
- **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
- **Windows Support Enhancements**
([`7a8b08d`](https://github.com/basicmachines-co/basic-memory/commit/7a8b08d11ee627b54af6f5ea7ab4ef9fcd8cf4ed),
[`9aa4024`](https://github.com/basicmachines-co/basic-memory/commit/9aa40246a8ad1c3cef82b32e1ca7ce8ea23e1e05))
- Fix Windows test failures and add Windows CI support
- Address platform-specific issues for Windows users
- Enhanced cross-platform compatibility
- **Docker Improvements**
([`105bcaa`](https://github.com/basicmachines-co/basic-memory/commit/105bcaa025576a06f889183baded6c18f3782696))
- Implement non-root Docker container to fix file ownership issues
- Improved security and compatibility in containerized deployments
- **Code Quality**
- Enhanced filename sanitization with optional kebab case support
- Improved character conflict detection for sync operations
- Better error handling across the codebase
- Path traversal security vulnerability fixes
### Documentation
- Add comprehensive testing documentation (TESTING.md)
- Update project management guides (PROJECT_MANAGEMENT.md)
- Enhanced note editing documentation (EDIT_NOTE.md)
- Updated release workflow documentation
- **#321**: Corrected dead links in README
([`fc38877`](https://github.com/basicmachines-co/basic-memory/commit/fc38877008cd8c762116f7ff4b2573495b4e5c0f))
- Fix broken documentation links
- Improve navigation and accessibility
- **#308**: Update Claude Code GitHub Workflow
([`8c7e29e`](https://github.com/basicmachines-co/basic-memory/commit/8c7e29e325f36a67bdefe8811637493bef4bbf56))
- Enhanced GitHub integration documentation
- Better Claude Code collaboration workflow
### 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
**None** - This release maintains full backward compatibility with v0.14.x
All changes are either:
- Bug fixes that correct unintended behavior
- New optional features that don't affect existing functionality
- Internal optimizations that are transparent to users
### Migration Guide
No manual migration required. Upgrade with:
```bash
# Update via uv
uv tool upgrade basic-memory
# Or install fresh
uv tool install basic-memory
```
**What's Fixed:**
- Data loss bug from permalink collisions is completely resolved
- Cloud deployment stability significantly improved
- Windows platform compatibility enhanced
- Better performance across all operations
**What's New:**
- Cloud sync capabilities via rclone
- Subscription validation foundation
- Python 3.13 support
- Enhanced security and stability
### Installation
```bash
# Latest stable release
uv tool install basic-memory
# Update existing installation
uv tool upgrade basic-memory
# Docker
docker pull ghcr.io/basicmachines-co/basic-memory:v0.15.0
```
## v0.14.2 (2025-07-03)
### Bug Fixes
- **#204**: Fix MCP Error with MCP-Hub integration
([`3621bb7`](https://github.com/basicmachines-co/basic-memory/commit/3621bb7b4d6ac12d892b18e36bb8f7c9101c7b10))
- Resolve compatibility issues with MCP-Hub
- Improve error handling in project management tools
- Ensure stable MCP tool integration across different environments
- **Modernize datetime handling and suppress SQLAlchemy warnings**
([`f80ac0e`](https://github.com/basicmachines-co/basic-memory/commit/f80ac0e3e74b7a737a7fc7b956b5c1d61b0c67b8))
- Replace deprecated `datetime.utcnow()` with timezone-aware alternatives
- Suppress SQLAlchemy deprecation warnings for cleaner output
- Improve future compatibility with Python datetime best practices
## v0.14.1 (2025-07-03)
### Bug Fixes
- **#203**: Constrain fastmcp version to prevent breaking changes
([`827f7cf`](https://github.com/basicmachines-co/basic-memory/commit/827f7cf86e7b84c56e7a43bb83f2e5d84a1ad8b8))
- Pin fastmcp to compatible version range to avoid API breaking changes
- Ensure stable MCP server functionality across updates
- Improve dependency management for production deployments
- **#190**: Fix Problems with MCP integration
([`bd4f551`](https://github.com/basicmachines-co/basic-memory/commit/bd4f551a5bb0b7b4d3a5b04de70e08987c6ab2f9))
- Resolve MCP server initialization and communication issues
- Improve error handling and recovery in MCP operations
- Enhance stability for AI assistant integrations
### Features
- **Add Cursor IDE integration button** - One-click setup for Cursor IDE users
([`5360005`](https://github.com/basicmachines-co/basic-memory/commit/536000512294d66090bf87abc8014f4dfc284310))
- Direct installation button for Cursor IDE in README
- Streamlined setup process for Cursor users
- Enhanced developer experience for AI-powered coding
- **Add Homebrew installation instructions** - Official Homebrew tap support
([`39f811f`](https://github.com/basicmachines-co/basic-memory/commit/39f811f8b57dd998445ae43537cd492c680b2e11))
- Official Homebrew formula in basicmachines-co/basic-memory tap
- Simplified installation process for macOS users
- Package manager integration for easier dependency management
## v0.14.0 (2025-06-26)
### Features
- **Docker Container Registry Migration** - Switch from Docker Hub to GitHub Container Registry for better security and integration
([`616c1f0`](https://github.com/basicmachines-co/basic-memory/commit/616c1f0710da59c7098a5f4843d4f017877ff7b2))
- Automated Docker image publishing via GitHub Actions CI/CD pipeline
- Enhanced container security with GitHub's integrated vulnerability scanning
- Streamlined container deployment workflow for production environments
- **Enhanced Search Documentation** - Comprehensive search syntax examples for improved user experience
([`a589f8b`](https://github.com/basicmachines-co/basic-memory/commit/a589f8b894e78cce01eb25656856cfea8785fbbf))
- Detailed examples for Boolean search operators (AND, OR, NOT)
- Advanced search patterns including phrase matching and field-specific queries
- User-friendly documentation for complex search scenarios
- **Cross-Project File Management** - Intelligent move operations with project boundary detection
([`db5ef7d`](https://github.com/basicmachines-co/basic-memory/commit/db5ef7d35cc0894309c7a57b5741c9dd978526d4))
- Automatic detection of cross-project move attempts with helpful guidance
- Clear error messages when attempting unsupported cross-project operations
### Bug Fixes
- **#184**: Preserve permalinks when editing notes without frontmatter permalinks
([`c2f4b63`](https://github.com/basicmachines-co/basic-memory/commit/c2f4b632cf04921b1a3c2f0d43831b80c519cb31))
- Fix permalink preservation during note editing operations
- Ensure consistent permalink handling across different note formats
- Maintain note identity and searchability during incremental edits
- **#183**: Implement project-specific sync status checks for MCP tools
([`12b5152`](https://github.com/basicmachines-co/basic-memory/commit/12b51522bc953fca117fc5bc01fcb29c6ca7e13c))
- Fix sync status reporting to correctly reflect current project state
- Resolve inconsistencies where sync status showed global instead of project-specific information
- Improve project isolation for sync operations and status reporting
- **#180**: Handle Boolean search syntax with hyphenated terms
([`546e3cd`](https://github.com/basicmachines-co/basic-memory/commit/546e3cd8db98b74f746749d41887f8a213cd0b11))
- Fix search parsing issues with hyphenated terms in Boolean queries
- Improve search query tokenization for complex term structures
- Enhanced search reliability for technical documentation and multi-word concepts
- **#174**: Respect BASIC_MEMORY_HOME environment variable in Docker containers
([`9f1db23`](https://github.com/basicmachines-co/basic-memory/commit/9f1db23c78d4648e2c242ad1ee27eed85e3f3b5d))
- Fix Docker container configuration to properly honor custom home directory settings
- Improve containerized deployment flexibility with environment variable support
- Ensure consistent behavior between local and containerized installations
- **#168**: Scope entity queries by project_id in upsert_entity method
([`2a3adc1`](https://github.com/basicmachines-co/basic-memory/commit/2a3adc109a3e4d7ccd65cae4abf63d9bb2338326))
- Fix entity isolation issues in multi-project setups
- Prevent cross-project entity conflicts during database operations
- Strengthen project boundary enforcement at the database level
- **#166**: Handle None from_entity in Context API RelationSummary
([`8a065c3`](https://github.com/basicmachines-co/basic-memory/commit/8a065c32f4e41613207d29aafc952a56e3a52241))
- Fix null pointer exceptions in relation processing
- Improve error handling for incomplete relation data
- Enhanced stability for knowledge graph traversal operations
- **#164**: Remove log level configuration from mcp_server.run()
([`224e4bf`](https://github.com/basicmachines-co/basic-memory/commit/224e4bf9e4438c44a82ffc21bd1a282fe9087690))
- Simplify MCP server startup by removing redundant log level settings
- Fix potential logging configuration conflicts
- Streamline server initialization process
- **#162**: Ensure permalinks are generated for entities with null permalinks during move operations
([`f506507`](https://github.com/basicmachines-co/basic-memory/commit/f50650763dbd4322c132e4bdc959ce4bf074374b))
- Fix move operations for entities without existing permalinks
- Automatic permalink generation during file move operations
- Maintain database consistency during file reorganization
### Technical Improvements
- **Comprehensive Test Coverage** - Extensive test suites for new features and edge cases
- Enhanced test coverage for project-specific sync status functionality
- Additional test scenarios for search syntax validation and edge cases
- Integration tests for Docker CI workflow and container publishing
- Comprehensive move operations testing with project boundary validation
- **Docker CI/CD Pipeline** - Production-ready automated container publishing
([`74847cc`](https://github.com/basicmachines-co/basic-memory/commit/74847cc3807b0c6ed511e0d83e0d560e9f07ec44))
- Automated Docker image building and publishing on release
- Multi-architecture container support for AMD64 and ARM64 platforms
- Integrated security scanning and vulnerability assessments
- Streamlined deployment pipeline for production environments
- **Release Process Improvements** - Enhanced automation and quality gates
([`a52ce1c`](https://github.com/basicmachines-co/basic-memory/commit/a52ce1c8605ec2cd450d1f909154172cbc30faa2))
- Homebrew formula updates limited to stable releases only
- Improved release automation with better quality control
- Enhanced CI/CD pipeline reliability and error handling
- **Code Quality Enhancements** - Improved error handling and validation
- Better null safety in entity and relation processing
- Enhanced project isolation validation throughout the codebase
- Improved error messages and user guidance for edge cases
- Strengthened database consistency guarantees across operations
### Infrastructure
- **GitHub Container Registry Integration** - Modern container infrastructure
- Migration from Docker Hub to GitHub Container Registry (ghcr.io)
- Improved security with integrated vulnerability scanning
- Better integration with GitHub-based development workflow
- Enhanced container versioning and artifact management
- **Enhanced CI/CD Workflows** - Robust automated testing and deployment
- Automated Docker image publishing on releases
- Comprehensive test coverage validation before deployment
- Multi-platform container building and publishing
- Integration with GitHub's security and monitoring tools
### Migration Guide
This release includes several behind-the-scenes improvements and fixes. All changes are backward compatible:
- **Docker Users**: Container images now served from `ghcr.io/basicmachines-co/basic-memory` instead of Docker Hub
- **Search Users**: Enhanced search syntax handling - existing queries continue to work unchanged
- **Multi-Project Users**: Improved project isolation - all existing projects remain fully functional
- **All Users**: Enhanced stability and error handling - no breaking changes to existing workflows
### Installation
```bash
# Latest stable release
uv tool install basic-memory
# Update existing installation
uv tool upgrade basic-memory
# Docker (new registry)
docker pull ghcr.io/basicmachines-co/basic-memory:latest
```
## 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)
@@ -861,4 +1573,4 @@ 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))
+63 -26
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@@ -1,34 +1,71 @@
Developer Certificate of Origin
Version 1.1
https://developercertificate.org/
# Contributor License Agreement
Copyright (C) 2004, 2006 The Linux Foundation and its contributors.
## Copyright Assignment and License Grant
Everyone is permitted to copy and distribute verbatim copies of this
license document, but changing it is not allowed.
By signing this Contributor License Agreement ("Agreement"), you accept and agree to the following terms and conditions
for your present and future Contributions submitted
to Basic Machines LLC. Except for the license granted herein to Basic Machines LLC and recipients of software
distributed by Basic Machines LLC, you reserve all right,
title, and interest in and to your Contributions.
Developer's Certificate of Origin 1.1
### 1. Definitions
By making a contribution to this project, I certify that:
"You" (or "Your") shall mean the copyright owner or legal entity authorized by the copyright owner that is making this
Agreement with Basic Machines LLC.
(a) The contribution was created in whole or in part by me and I
have the right to submit it under the open source license
indicated in the file; or
"Contribution" shall mean any original work of authorship, including any modifications or additions to an existing work,
that is intentionally submitted by You to Basic
Machines LLC for inclusion in, or documentation of, any of the products owned or managed by Basic Machines LLC (the "
Work").
(b) The contribution is based upon previous work that, to the best
of my knowledge, is covered under an appropriate open source
license and I have the right under that license to submit that
work with modifications, whether created in whole or in part
by me, under the same open source license (unless I am
permitted to submit under a different license), as indicated
in the file; or
### 2. Grant of Copyright License
(c) The contribution was provided directly to me by some other
person who certified (a), (b) or (c) and I have not modified
it.
Subject to the terms and conditions of this Agreement, You hereby grant to Basic Machines LLC and to recipients of
software distributed by Basic Machines LLC a perpetual,
worldwide, non-exclusive, no-charge, royalty-free, irrevocable copyright license to use, copy, modify, merge, publish,
distribute, sublicense, and/or sell copies of the
Work, and to permit persons to whom the Work is furnished to do so.
(d) I understand and agree that this project and the contribution
are public and that a record of the contribution (including all
personal information I submit with it, including my sign-off) is
maintained indefinitely and may be redistributed consistent with
this project or the open source license(s) involved.
### 3. Assignment of Copyright
You hereby assign to Basic Machines LLC all right, title, and interest worldwide in all Copyright covering your
Contributions. Basic Machines LLC may license the
Contributions under any license terms, including copyleft, permissive, commercial, or proprietary licenses.
### 4. Grant of Patent License
Subject to the terms and conditions of this Agreement, You hereby grant to Basic Machines LLC and to recipients of
software distributed by Basic Machines LLC a perpetual,
worldwide, non-exclusive, no-charge, royalty-free, irrevocable (except as stated in this section) patent license to
make, have made, use, offer to sell, sell, import, and
otherwise transfer the Work.
### 5. Developer Certificate of Origin
By making a Contribution to this project, You certify that:
(a) The Contribution was created in whole or in part by You and You have the right to submit it under this Agreement; or
(b) The Contribution is based upon previous work that, to the best of Your knowledge, is covered under an appropriate
open source license and You have the right under that
license to submit that work with modifications, whether created in whole or in part by You, under this Agreement; or
(c) The Contribution was provided directly to You by some other person who certified (a), (b) or (c) and You have not
modified it.
(d) You understand and agree that this project and the Contribution are public and that a record of the Contribution (
including all personal information You submit with
it, including Your sign-off) is maintained indefinitely and may be redistributed consistent with this project or the
open source license(s) involved.
### 6. Representations
You represent that you are legally entitled to grant the above license and assignment. If your employer(s) has rights to
intellectual property that you create that
includes your Contributions, you represent that you have received permission to make Contributions on behalf of that
employer, or that your employer has waived such rights
for your Contributions to Basic Machines LLC.
---
This Agreement is effective as of the date you first submit a Contribution to Basic Machines LLC.
+25 -78
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@@ -14,15 +14,15 @@ See the [README.md](README.md) file for a project overview.
### Build and Test Commands
- Install: `just install` or `pip install -e ".[dev]"`
- Run tests: `uv run pytest -p pytest_mock -v` or `just test`
- Install: `make install` or `pip install -e ".[dev]"`
- Run tests: `uv run pytest -p pytest_mock -v` or `make test`
- Single test: `pytest tests/path/to/test_file.py::test_function_name`
- 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`
- 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`
### Code Style Guidelines
@@ -37,7 +37,6 @@ See the [README.md](README.md) file for a project overview.
- API uses FastAPI for endpoints
- Follow the repository pattern for data access
- Tools communicate to api routers via the httpx ASGI client (in process)
- avoid using "private" functions in modules or classes (prepended with _)
### Codebase Architecture
@@ -65,7 +64,6 @@ 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
@@ -108,7 +106,7 @@ See the [README.md](README.md) file for a project overview.
1d", "1 week")
**Search & Discovery:**
- `search_notes(query, page, page_size)` - Full-text search across all content with filtering options
- `search(query, page, page_size)` - Full-text search across all content with filtering options
**Visualization:**
- `canvas(nodes, edges, title, folder)` - Generate Obsidian canvas files for knowledge graph visualization
@@ -116,7 +114,7 @@ See the [README.md](README.md) file for a project overview.
- MCP Prompts for better AI interaction:
- `ai_assistant_guide()` - Guidance on effectively using Basic Memory tools for AI assistants
- `continue_conversation(topic, timeframe)` - Continue previous conversations with relevant historical context
- `search_notes(query, after_date)` - Search with detailed, formatted results for better context understanding
- `search(query, after_date)` - Search with detailed, formatted results for better context understanding
- `recent_activity(timeframe)` - View recently changed items with formatted output
- `json_canvas_spec()` - Full JSON Canvas specification for Obsidian visualization
@@ -136,32 +134,30 @@ could achieve independently.
## GitHub Integration
Basic Memory uses Claude directly into the development workflow through GitHub:
Basic Memory has taken AI-Human collaboration to the next level by integrating Claude directly into the development workflow through GitHub:
### GitHub MCP Tools
Using the GitHub Model Context Protocol server, Claude can:
Using the GitHub Model Context Protocol server, Claude can now:
- **Repository Management**:
- View repository files and structure
- Read file contents
- Create new branches
- Create and update files
- View repository files and structure
- Read file contents
- Create new branches
- Create and update files
- **Issue Management**:
- Create new issues
- Comment on existing issues
- Close and update issues
- Search across issues
- Create new issues
- Comment on existing issues
- Close and update issues
- Search across issues
- **Pull Request Workflow**:
- Create pull requests
- Review code changes
- Add comments to PRs
- Create pull requests
- Review code changes
- Add comments to PRs
This integration enables Claude to participate as a full team member in the development process, not just as a code
generation tool. Claude's GitHub account ([bm-claudeai](https://github.com/bm-claudeai)) is a member of the Basic
Machines organization with direct contributor access to the codebase.
This integration enables Claude to participate as a full team member in the development process, not just as a code generation tool. Claude's GitHub account ([bm-claudeai](https://github.com/bm-claudeai)) is a member of the Basic Machines organization with direct contributor access to the codebase.
### Collaborative Development Process
@@ -172,53 +168,4 @@ With GitHub integration, the development workflow includes:
3. **Branch management** - Claude can create feature branches for implementations
4. **Documentation maintenance** - Claude can keep documentation updated as the code evolves
With this integration, the AI assistant is a full-fledged team member rather than just a tool for generating code
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 (Manual)
- Create version tag: `git tag v0.13.0 && git push origin v0.13.0`
- Automatically builds, creates GitHub release, and publishes to PyPI
- Users install with: `pip install basic-memory`
### For Development
- No manual version bumping required
- Versions automatically derived from git tags
- `pyproject.toml` uses `dynamic = ["version"]`
- `__init__.py` dynamically reads version from package metadata
This level of integration represents a new paradigm in AI-human collaboration, where the AI assistant becomes a full-fledged team member rather than just a tool for generating code snippets.
+6 -1
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@@ -27,7 +27,12 @@ project and how to get started as a developer.
> **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**:
3. **Activate the Virtual Environment**
```bash
source .venv/bin/activate
```
4. **Run the Tests**:
```bash
# Run all tests
just test
+39 -10
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@@ -1,16 +1,45 @@
# Generated by https://smithery.ai. See: https://smithery.ai/docs/config#dockerfile
FROM python:3.12-slim
FROM python:3.12-slim-bookworm
# Build arguments for user ID and group ID (defaults to 1000)
ARG UID=1000
ARG GID=1000
# Copy uv from official image
COPY --from=ghcr.io/astral-sh/uv:latest /uv /uvx /bin/
# Set environment variables
ENV PYTHONUNBUFFERED=1 \
PYTHONDONTWRITEBYTECODE=1
# Create a group and user with the provided UID/GID
# Check if the GID already exists, if not create appgroup
RUN (getent group ${GID} || groupadd --gid ${GID} appgroup) && \
useradd --uid ${UID} --gid ${GID} --create-home --shell /bin/bash appuser
# Copy the project into the image
ADD . /app
# Sync the project into a new environment, asserting the lockfile is up to date
WORKDIR /app
RUN uv sync --locked
# Copy the project files
COPY . .
# Create necessary directories and set ownership
RUN mkdir -p /app/data /app/.basic-memory && \
chown -R appuser:${GID} /app
# 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:$PATH"
# Expose port if necessary (e.g., uv might use a port, but MCP over stdio so not needed here)
# Switch to the non-root user
USER appuser
# Use the basic-memory entrypoint to run the MCP server
CMD ["basic-memory", "mcp"]
# Expose port
EXPOSE 8000
# Health check
HEALTHCHECK --interval=30s --timeout=10s --start-period=5s --retries=3 \
CMD basic-memory --version || exit 1
# Use the basic-memory entrypoint to run the MCP server with default SSE transport
CMD ["basic-memory", "mcp", "--transport", "sse", "--host", "0.0.0.0", "--port", "8000"]
+19 -37
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@@ -153,7 +153,7 @@ The note embeds semantic content and links to other topics via simple Markdown f
3. You see this file on your computer in real time in the current project directory (default `~/$HOME/basic-memory`).
- Realtime sync is enabled by default with the v0.12.0 version
- Realtime sync can be enabled via running `basic-memory sync --watch`
4. In a chat with the LLM, you can reference a topic:
@@ -263,13 +263,6 @@ Examples of relations:
```
## Using with VS Code
For one-click installation, click one of the install buttons below...
[![Install with UV in VS Code](https://img.shields.io/badge/VS_Code-UV-0098FF?style=flat-square&logo=visualstudiocode&logoColor=white)](https://insiders.vscode.dev/redirect/mcp/install?name=basic-memory&config=%7B%22command%22%3A%22uvx%22%2C%22args%22%3A%5B%22basic-memory%22%2C%22mcp%22%5D%7D) [![Install with UV in VS Code Insiders](https://img.shields.io/badge/VS_Code_Insiders-UV-24bfa5?style=flat-square&logo=visualstudiocode&logoColor=white)](https://insiders.vscode.dev/redirect/mcp/install?name=basic-memory&config=%7B%22command%22%3A%22uvx%22%2C%22args%22%3A%5B%22basic-memory%22%2C%22mcp%22%5D%7D&quality=insiders)
You can use Basic Memory with VS Code to easily retrieve and store information while coding. Click the installation buttons above for one-click setup, or follow the manual installation instructions below.
### Manual Installation
Add the following JSON block to your User Settings (JSON) file in VS Code. You can do this by pressing `Ctrl + Shift + P` and typing `Preferences: Open User Settings (JSON)`.
@@ -299,6 +292,8 @@ Optionally, you can add it to a file called `.vscode/mcp.json` in your workspace
}
```
You can use Basic Memory with VS Code to easily retrieve and store information while coding.
## Using with Claude Desktop
Basic Memory is built using the MCP (Model Context Protocol) and works with the Claude desktop app (https://claude.ai/):
@@ -322,8 +317,7 @@ for OS X):
}
```
If you want to use a specific project (see [Multiple Projects](docs/User%20Guide.md#multiple-projects)), update your
Claude Desktop
If you want to use a specific project (see [Multiple Projects](#multiple-projects) below), update your Claude Desktop
config:
```json
@@ -333,9 +327,9 @@ config:
"command": "uvx",
"args": [
"basic-memory",
"mcp",
"--project",
"your-project-name",
"mcp"
"your-project-name"
]
}
}
@@ -344,7 +338,13 @@ config:
2. Sync your knowledge:
Basic Memory will sync the files in your project in real time if you make manual edits.
```bash
# One-time sync of local knowledge updates
basic-memory sync
# Run realtime sync process (recommended)
basic-memory sync --watch
```
3. In Claude Desktop, the LLM can now use these tools:
@@ -352,7 +352,7 @@ Basic Memory will sync the files in your project in real time if you make manual
write_note(title, content, folder, tags) - Create or update notes
read_note(identifier, page, page_size) - Read notes by title or permalink
build_context(url, depth, timeframe) - Navigate knowledge graph via memory:// URLs
search_notes(query, page, page_size) - Search across your knowledge base
search(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
```
@@ -371,28 +371,10 @@ canvas(nodes, edges, title, folder) - Generate knowledge visualizations
See the [Documentation](https://memory.basicmachines.co/) for more info, including:
- [Complete User Guide](https://memory.basicmachines.co/docs/user-guide)
- [CLI tools](https://memory.basicmachines.co/docs/cli-reference)
- [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
```
- [Complete User Guide](https://docs.basicmemory.com/user-guide/)
- [CLI tools](https://docs.basicmemory.com/guides/cli-reference/)
- [Managing multiple Projects](https://docs.basicmemory.com/guides/cli-reference/#project)
- [Importing data from OpenAI/Claude Projects](https://docs.basicmemory.com/guides/cli-reference/#import)
## License
@@ -411,4 +393,4 @@ and submitting PRs.
</picture>
</a>
Built with ♥️ by Basic Machines
Built with ♥️ by Basic Machines
-240
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@@ -1,240 +0,0 @@
# Release Notes v0.13.0
## 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
-**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")]
```
### Getting Updates
```bash
# Stable releases
uv tool upgrade basic-memory
# Beta releases
uv tool install basic-memory --pre --force-reinstall
# Latest development
uv tool install basic-memory --pre --force-reinstall
```
-337
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@@ -1,337 +0,0 @@
# Manual Testing Suite for Basic Memory
This document outlines a comprehensive manual testing approach where an AI assistant (Claude) executes real-world usage scenarios using Basic Memory's MCP tools. The unique aspect: **Basic Memory tests itself** - all test observations and results are recorded as notes in a dedicated test project.
## Philosophy
- **Integration over Isolation**: Test the full MCP→API→DB→File stack
- **Real Usage Patterns**: Creative exploration, not just checklist validation
- **Self-Documenting**: Use Basic Memory to record all test observations
- **Living Documentation**: Test results become part of the knowledge base
## Setup Instructions
### 1. Environment Preparation
```bash
# Ensure latest basic-memory is installed
pip install --upgrade basic-memory
# Verify MCP server is available
basic-memory --version
```
### 2. MCP Integration Setup
**Option A: Claude Desktop Integration**
```json
// Add to ~/.config/claude-desktop/claude_desktop_config.json
// or
// .mcp.json
{
"mcpServers": {
"basic-memory": {
"command": "uv",
"args": [
"--directory",
"/Users/phernandez/dev/basicmachines/basic-memory",
"run",
"src/basic_memory/cli/main.py",
"mcp"
]
}
}
}
```
**Option B: Claude Code MCP**
```bash
claude mcp add basic-memory basic-memory mcp
```
### 3. Test Project Creation
During testing, create a dedicated test project:
```
- Project name: "basic-memory-testing"
- Location: ~/basic-memory-testing
- Purpose: Contains all test observations and results
```
## Testing Categories
### Phase 1: Core Functionality Validation
**Objective**: Verify all basic operations work correctly
**Test Areas:**
- [ ] **Note Creation**: Various content types, structures, frontmatter
- [ ] **Note Reading**: By title, path, memory:// URLs, non-existent notes
- [ ] **Search Operations**: Simple queries, boolean operators, tag searches
- [ ] **Context Building**: Different depths, timeframes, relation traversal
- [ ] **Recent Activity**: Various timeframes, filtering options
**Success Criteria:**
- All operations complete without errors
- Files appear correctly in filesystem
- Search returns expected results
- Context includes appropriate related content
**Observations to Record:**
```markdown
# Core Functionality Test Results
## Test Execution
- [timestamp] Test started at 2025-01-06 15:30:00
- [setup] Created test project successfully
- [environment] MCP connection established
## write_note Tests
- [success] Basic note creation works
- [success] Frontmatter tags are preserved
- [issue] Special characters in titles need investigation
## Relations
- validates [[Search Operations Test]]
- part_of [[Manual Testing Suite]]
```
### Phase 2: v0.13.0 Feature Deep Dive
**Objective**: Thoroughly test new project management and editing capabilities
**Project Management Tests:**
- [ ] Create multiple projects dynamically
- [ ] Switch between projects mid-conversation
- [ ] Cross-project operations (create notes in different projects)
- [ ] Project discovery and status checking
- [ ] Default project behavior
**Note Editing Tests:**
- [ ] Append operations (add content to end)
- [ ] Prepend operations (add content to beginning)
- [ ] Find/replace operations with validation
- [ ] Section replacement under headers
- [ ] Edit operations across different projects
**File Management Tests:**
- [ ] Move notes within same project
- [ ] Move notes between projects
- [ ] Automatic folder creation during moves
- [ ] Move operations with special characters
- [ ] Database consistency after moves
**Success Criteria:**
- Project switching preserves context correctly
- Edit operations modify files as expected
- Move operations maintain database consistency
- Search indexes update after moves and edits
### Phase 3: Edge Case Exploration
**Objective**: Discover limits and handle unusual scenarios gracefully
**Boundary Testing:**
- [ ] Very long note titles and content
- [ ] Empty notes and projects
- [ ] Special characters: unicode, emojis, symbols
- [ ] Deeply nested folder structures
- [ ] Circular relations and self-references
**Error Scenario Testing:**
- [ ] Invalid memory:// URLs
- [ ] Missing files referenced in database
- [ ] Concurrent operations (if possible)
- [ ] Invalid project names
- [ ] Disk space constraints (if applicable)
**Performance Testing:**
- [ ] Large numbers of notes (100+)
- [ ] Complex search queries
- [ ] Deep relation chains (5+ levels)
- [ ] Rapid successive operations
### Phase 4: Real-World Workflow Scenarios
**Objective**: Test realistic usage patterns that users might follow
**Scenario 1: Meeting Notes Pipeline**
1. Create meeting notes with action items
2. Extract action items into separate notes
3. Link to project planning documents
4. Update progress over time using edit operations
5. Archive completed items
**Scenario 2: Research Knowledge Building**
1. Create research topic notes
2. Build complex relation networks
3. Add incremental findings over time
4. Search and discover connections
5. Reorganize as knowledge grows
**Scenario 3: Multi-Project Workflow**
1. Work project: Technical documentation
2. Personal project: Recipe collection
3. Learning project: Course notes
4. Switch between projects during conversation
5. Cross-reference related concepts
**Scenario 4: Content Evolution**
1. Start with basic notes
2. Gradually enhance with relations
3. Reorganize file structure
4. Update existing content incrementally
5. Build comprehensive knowledge graph
### Phase 5: Creative Stress Testing
**Objective**: Push the system to discover unexpected behaviors
**Creative Exploration Areas:**
- [ ] Rapid project creation and switching
- [ ] Unusual but valid markdown structures
- [ ] Creative use of observation categories
- [ ] Novel relation types and patterns
- [ ] Combining tools in unexpected ways
**Stress Scenarios:**
- [ ] Bulk operations (create many notes quickly)
- [ ] Complex nested moves and edits
- [ ] Deep context building with large graphs
- [ ] Search with complex boolean expressions
## Test Execution Process
### Pre-Test Checklist
- [ ] MCP connection verified
- [ ] Test project created
- [ ] Baseline notes recorded
### During Testing
1. **Execute test scenarios** using actual MCP tool calls
2. **Record observations** immediately in test project
3. **Note timestamps** for performance tracking
4. **Document any errors** with reproduction steps
5. **Explore variations** when something interesting happens
### Test Observation Format
Record all observations as Basic Memory notes using this structure:
```markdown
---
title: Test Session YYYY-MM-DD HH:MM
tags: [testing, session, v0.13.0]
---
# Test Session YYYY-MM-DD HH:MM
## Test Focus
- Primary objective
- Features being tested
## Observations
- [success] Feature X worked as expected #functionality
- [performance] Operation Y took 2.3 seconds #timing
- [issue] Error with special characters #bug
- [enhancement] Could improve UX for scenario Z #improvement
## Discovered Issues
- [bug] Description of problem with reproduction steps
- [limitation] Current system boundary encountered
## Relations
- tests [[Feature X]]
- part_of [[Manual Testing Suite]]
- found_issue [[Bug Report: Special Characters]]
```
### Post-Test Analysis
- [ ] Review all test observations
- [ ] Create summary report with findings
- [ ] Identify patterns in successes/failures
- [ ] Generate improvement recommendations
## Success Metrics
**Quantitative Measures:**
- % of test scenarios completed successfully
- Number of bugs discovered and documented
- Performance benchmarks established
- Coverage of all MCP tools and operations
**Qualitative Measures:**
- Natural conversation flow maintained
- Knowledge graph quality and connections
- User experience insights captured
- System reliability under various conditions
## Expected Outcomes
**For the System:**
- Validation of v0.13.0 features in real usage
- Discovery of edge cases not covered by unit tests
- Performance baseline establishment
- Bug identification with reproduction cases
**For the Knowledge Base:**
- Comprehensive testing documentation
- Real usage examples for documentation
- Edge case scenarios for future reference
- Performance insights and optimization opportunities
**For Development:**
- Priority list for bug fixes
- Enhancement ideas from real usage
- Validation of architectural decisions
- User experience insights
## Test Reporting
All test results will be captured in the Basic Memory test project, creating a living knowledge base of:
- Test execution logs with detailed observations
- Bug reports with reproduction steps
- Performance benchmarks and timing data
- Feature enhancement ideas discovered during testing
- Knowledge graphs showing test coverage relationships
- Summary reports for development team review
This approach ensures that the testing process itself validates Basic Memory's core value proposition: effectively capturing, organizing, and connecting knowledge through natural interaction patterns.
## Things to note
### User Experience & Usability:
- are tool instructions clear with working examples?
- Do error messages provide actionable guidance for resolution?
- Are response times acceptable for interactive use?
- Do tools feel consistent in their parameter patterns and behavior?
- Can users easily discover what tools are available and their capabilities?
### System Behavior:
- Does context preservation work as expected across tool calls?
- Do memory:// URLs behave intuitively for knowledge navigation?
- How well do tools work together in multi-step workflows?
- Does the system gracefully handle edge cases and invalid inputs?
### Documentation Alignment:
- does tool output provide clear results and helpful information?
- Do actual tool behaviors match their documented descriptions?
- Are the examples in tool help accurate and useful?
- Do real-world usage patterns align with documented workflows?
### Mental Model Validation:
- Does the system work the way users would naturally expect?
- Are there surprising behaviors that break user assumptions?
- Can users easily recover from mistakes or wrong turns?
- Do the knowledge graph concepts (entities, relations, observations) feel natural?
### Performance & Reliability:
- Do operations complete in reasonable time for the data size?
- Is system behavior consistent across multiple test sessions?
- How does performance change as the knowledge base grows?
- Are there any operations that feel unexpectedly slow?
---
**Ready to begin testing?** Start by creating the test project and recording your first observation about the testing setup process itself.
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# 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
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---
title: AI Assistant Guide
type: note
permalink: docs/ai-assistant-guide
---
> Note: This is an optional document that can be copy/pasted into the project knowledge for an LLM to provide a full description of how it can work with Basic Memory. It is provided as a helpful resource. The tools contain extensive usage description prompts with enable the LLM to understand them.
You can [download](https://github.com/basicmachines-co/basic-memory/blob/main/docs/AI%20Assistant%20Guide.md) the contents of this file from GitHub
# AI Assistant Guide for Basic Memory
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.
- **Local-First**: All data is stored in plain text files on the user's computer
- **Real-Time**: Users see content updates immediately
- **Bi-Directional**: Both you and users can read and edit notes
- **Semantic**: Simple patterns create a structured knowledge graph
- **Persistent**: Knowledge persists across sessions and conversations
## The Importance of the Knowledge Graph
Basic Memory's value comes from connections between notes, not just the notes themselves. When writing notes, your primary goal should be creating a rich, interconnected knowledge graph.
When creating content, focus on:
1. **Increasing Semantic Density**: Add multiple observations and relations to each note
2. **Using Accurate References**: Aim to reference existing entities by their exact titles
3. **Creating Forward References**: Feel free to reference entities that don't exist yet - Basic Memory will resolve these when they're created later
4. **Creating Bidirectional Links**: When appropriate, connect entities from both directions
5. **Using Meaningful Categories**: Add semantic context with appropriate observation categories
6. **Choosing Precise Relations**: Use specific relation types that convey meaning
Remember that a knowledge graph with 10 heavily connected notes is more valuable than 20 isolated notes. Your job is to help build these connections.
## Core Tools Reference
### Essential Content Management
**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
)
```
**Reading knowledge:**
```
read_note("Search Design") # By title
read_note("specs/search-design") # By path
read_note("memory://specs/search") # By memory URL
```
**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
Basic Memory uses a special URL format to reference entities in the knowledge graph:
- `memory://title` - Reference by title
- `memory://folder/title` - Reference by folder and title
- `memory://permalink` - Reference by permalink
- `memory://path/relation_type/*` - Follow all relations of a specific type
- `memory://path/*/target` - Find all entities with relations to target
## Semantic Markdown Format
Knowledge is encoded in standard markdown using simple patterns:
**Observations** - Facts about an entity:
```markdown
- [category] This is an observation #tag1 #tag2 (optional context)
```
**Relations** - Links between entities:
```markdown
- relation_type [[Target Entity]] (optional context)
```
**Common Categories & Relation Types:**
- Categories: `[idea]`, `[decision]`, `[question]`, `[fact]`, `[requirement]`, `[technique]`, `[recipe]`, `[preference]`
- Relations: `relates_to`, `implements`, `requires`, `extends`, `part_of`, `pairs_with`, `inspired_by`, `originated_from`
## When to Record Context
**Always consider recording context when**:
1. Users make decisions or reach conclusions
2. Important information emerges during conversation
3. Multiple related topics are discussed
4. The conversation contains information that might be useful later
5. Plans, tasks, or action items are mentioned
**Protocol for recording context**:
1. Identify valuable information in the conversation
2. Ask the user: "Would you like me to record our discussion about [topic] in Basic Memory?"
3. If they agree, use `write_note` to capture the information
4. If they decline, continue without recording
5. Let the user know when information has been recorded: "I've saved our discussion about [topic] to Basic Memory."
## Understanding User Interactions
Users will interact with Basic Memory in patterns like:
1. **Creating knowledge**:
```
Human: "Let's write up what we discussed about search."
You: I'll create a note capturing our discussion about the search functionality.
[Use write_note() to record the conversation details]
```
2. **Referencing existing knowledge**:
```
Human: "Take a look at memory://specs/search"
You: I'll examine that information.
[Use build_context() to gather related information]
[Then read_note() to access specific content]
```
3. **Finding information**:
```
Human: "What were our decisions about auth?"
You: Let me find that information for you.
[Use search_notes() to find relevant notes]
[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**
- All knowledge lives in local files on the user's computer
- Users can edit files outside your interaction
- Changes need to be synced by the user (usually automatic)
- Always verify information is current with `recent_activity()`
2. **Building Context Effectively**
- Start with specific entities
- Follow meaningful relations
- Check recent changes
- Build context incrementally
- Combine related information
3. **Writing Knowledge Wisely**
- 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
I've experimented with various brewing methods including French press, pour over, and espresso.
## Decision
Pour over is my preferred method for light to medium roasts because it highlights subtle flavors and offers more control over the extraction.
## Observations
- [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
```markdown
# Garden Planning
## Overview
This document outlines the garden layout and planting strategy for this season.
## Observations
- [structure] Raised beds in south corner for sun exposure #layout
- [structure] Drip irrigation system installed for efficiency #watering
- [pattern] Companion planting used to deter pests naturally #technique
## Relations
- contains [[Vegetable Section]]
- contains [[Herb Garden]]
- implements [[Organic Gardening Principles]]
```
### Technical Discussions
```markdown
# Recipe Improvement Discussion
## Key Points
Discussed strategies for improving the chocolate chip cookie recipe.
## Observations
- [issue] Cookies spread too thin when baked at 350°F #texture
- [solution] Chilling dough for 24 hours improves flavor and reduces spreading #technique
- [decision] Will use brown butter instead of regular butter #flavor
## Relations
- improves [[Basic Cookie Recipe]]
- inspired_by [[Bakery-Style Cookies]]
- 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:
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`
**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)
## Common Issues & Solutions
**Missing Content:**
- Try `search_notes()` with broader terms if `read_note()` fails
- Use fuzzy matching: search for partial titles
**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"
**Sync Issues:**
- If information seems outdated, suggest `basic-memory sync`
- Use `recent_activity()` to check if content is current
**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
1. **Proactively Record Context**
- Offer to capture important discussions
- Record decisions, rationales, and conclusions
- Link to related topics
- Ask for permission first: "Would you like me to save our discussion about [topic]?"
- Confirm when complete: "I've saved our discussion to Basic Memory"
2. **Create a Rich Semantic Graph**
- **Add meaningful observations**: Include at least 3-5 categorized observations in each note
- **Create deliberate relations**: Connect each note to at least 2-3 related entities
- **Use existing entities**: Before creating a new relation, search for existing entities
- **Verify wikilinks**: When referencing `[[Entity]]`, use exact titles of existing notes
- **Check accuracy**: Use `search_notes()` or `recent_activity()` to confirm entity titles
- **Use precise relation types**: Choose specific relation types that convey meaning (e.g., "implements" instead of "relates_to")
- **Consider bidirectional relations**: When appropriate, create inverse relations in both entities
3. **Structure Content Thoughtfully**
- Use clear, descriptive titles
- Organize with logical sections (Context, Decision, Implementation, etc.)
- Include relevant context and background
- Add semantic observations with appropriate categories
- Use a consistent format for similar types of notes
- Balance detail with conciseness
4. **Navigate Knowledge Effectively**
- Start with specific searches
- Follow relation paths
- Combine information from multiple sources
- Verify information is current
- Build a complete picture before responding
5. **Help Users Maintain Their Knowledge**
- Suggest organizing related topics
- Identify potential duplicates
- Recommend adding relations between topics
- 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
### auth (New in v0.13.0)
Manage OAuth authentication for secure remote access:
```bash
# Test authentication setup
basic-memory auth test-auth
# Register OAuth client
basic-memory auth register-client
```
Supports multiple authentication providers:
- **Basic Provider**: For development and testing
- **Supabase Provider**: For production deployments
- **External Providers**: GitHub, Google integration framework
See [[OAuth Authentication Guide]] for complete setup instructions.
### 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
**Note**:
As of the v0.12.0 release syncing will occur in real time when the mcp process starts.
- The real time sync means that it is no longer necessary to run the `basic-memory sync --watch` process in a a terminal to sync changes to the db (so the AI can see them). This will be done automatically.
This behavior can be changed via the config. The config file for Basic Memory is in the home directory under `.basic-memory/config.json`.
To change the properties, set the following values:
```
~/.basic-memory/config.json
{
"sync_changes": false,
}
```
Thanks for using Basic Memory!
### import (Enhanced in v0.13.0)
Imports external knowledge sources with support for project targeting:
```bash
# Claude conversations
basic-memory import claude conversations
# Claude projects
basic-memory import claude projects
# ChatGPT history
basic-memory import chatgpt
# Memory JSON format
basic-memory import memory-json /path/to/memory.json
# Import to specific project (v0.13.0)
basic-memory --project=work import claude conversations
```
**New in v0.13.0:**
- **Project Targeting**: Import directly to specific projects
- **Real-time Sync**: Imported content available immediately
- **Unified Database**: All imports stored in centralized database
> **Note**: Changes sync automatically - no manual sync required in v0.13.0.
### 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 (Enhanced in v0.13.0)
Manage multiple projects with the new unified database architecture. Projects can now be switched instantly during conversations without restart.
```bash
# List all configured projects with status
basic-memory project list
# Create a new project
basic-memory project create work ~/work-basic-memory
# Set the default project
basic-memory project set-default work
# Delete a project (doesn't delete files)
basic-memory project delete personal
# Show detailed project statistics
basic-memory project info
```
**New in v0.13.0:**
- **Unified Database**: All projects share a single database for better performance
- **Instant Switching**: Switch projects during conversations without restart
- **Enhanced Commands**: Updated project commands with better status information
- **Project Statistics**: Detailed info about entities, observations, and relations
#### 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
```
### tool (Enhanced in v0.13.0)
Direct access to MCP tools via CLI with new editing and file management capabilities:
```bash
# Create notes
basic-memory tool write-note --title "My Note" --content "Content here"
# Edit notes incrementally (v0.13.0)
echo "New content" | basic-memory tool edit-note --title "My Note" --operation append
# Move notes (v0.13.0)
basic-memory tool move-note --identifier "My Note" --destination "archive/my-note.md"
# Search notes
basic-memory tool search-notes --query "authentication"
# Project management (v0.13.0)
basic-memory tool list-projects
basic-memory tool switch-project --project-name "work"
```
**New in v0.13.0:**
- **edit-note**: Incremental editing (append, prepend, find/replace, section replace)
- **move-note**: File management with database consistency
- **Project tools**: list-projects, switch-project, get-current-project
- **Cross-project operations**: Use `--project` flag with any tool
### 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 ────────────────────────────────────────────────────────────────────────────────╮
│ auth OAuth authentication management (v0.13.0) │
│ 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
```
## Version Management (New in v0.13.0)
Basic Memory v0.13.0 introduces automatic version management and multiple installation options:
```bash
# Stable releases
pip install basic-memory
# Beta/pre-releases
pip install basic-memory --pre
# Latest development builds (auto-published)
pip install basic-memory --pre --force-reinstall
# Check current version
basic-memory --version
```
**Version Types:**
- **Stable**: `0.13.0` (manual git tags)
- **Beta**: `0.13.0b1` (manual git tags)
- **Development**: `0.12.4.dev26+468a22f` (automatic from commits)
## 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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---
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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# Claude.ai Integration Guide
This guide explains how to connect Basic Memory to Claude.ai, enabling Claude to read and write to your personal knowledge base.
## Overview
When connected to Claude.ai, Basic Memory provides:
- Persistent memory across conversations
- Knowledge graph navigation
- Note-taking and search capabilities
- File organization and management
## Prerequisites
1. Basic Memory MCP server with OAuth enabled
2. Public HTTPS URL (or tunneling service for testing)
3. Claude.ai account (Free, Pro, or Enterprise)
## Quick Start (Testing)
### 1. Start MCP Server with OAuth
```bash
# Enable OAuth with basic provider
export FASTMCP_AUTH_ENABLED=true
export FASTMCP_AUTH_PROVIDER=basic
# Start server on all interfaces
basic-memory mcp --transport streamable-http --host 0.0.0.0 --port 8000
```
### 2. Make Server Accessible
For testing, use ngrok:
```bash
# Install ngrok
brew install ngrok # macOS
# or download from https://ngrok.com
# Create tunnel
ngrok http 8000
```
Note the HTTPS URL (e.g., `https://abc123.ngrok.io`)
### 3. Register OAuth Client
```bash
# Register a client for Claude
basic-memory auth register-client --client-id claude-ai
# Save the credentials!
# Client ID: claude-ai
# Client Secret: xxx...
```
### 4. Connect in Claude.ai
1. Go to Claude.ai → Settings → Integrations
2. Click "Add More"
3. Enter your server URL: `https://abc123.ngrok.io/mcp`
4. Click "Connect"
5. Authorize the connection
### 5. Use in Conversations
- Click the tools icon (🔧) in the chat
- Select "Basic Memory"
- Try commands like:
- "Create a note about our meeting"
- "Search for project ideas"
- "Show recent notes"
## Production Setup
### 1. Deploy with Supabase Auth
```bash
# .env file
FASTMCP_AUTH_ENABLED=true
FASTMCP_AUTH_PROVIDER=supabase
SUPABASE_URL=https://your-project.supabase.co
SUPABASE_ANON_KEY=your-anon-key
SUPABASE_SERVICE_KEY=your-service-key
```
### 2. Deploy to Cloud
Options for deployment:
#### Vercel
```json
// vercel.json
{
"functions": {
"api/mcp.py": {
"runtime": "python3.9"
}
}
}
```
#### Railway
```bash
# Install Railway CLI
brew install railway
# Deploy
railway init
railway up
```
#### Docker
```dockerfile
FROM python:3.12
WORKDIR /app
COPY . .
RUN pip install -e .
CMD ["basic-memory", "mcp", "--transport", "streamable-http"]
```
### 3. Configure for Organization
For Claude.ai Enterprise:
1. **Admin Setup**:
- Go to Organizational Settings
- Navigate to Integrations
- Add MCP server URL for all users
- Configure allowed scopes
2. **User Permissions**:
- Users connect individually
- Each user has their own auth token
- Scopes determine access level
## Security Best Practices
### 1. Use HTTPS
- Required for OAuth
- Encrypt all data in transit
- Use proper SSL certificates
### 2. Implement Scopes
```bash
# Configure required scopes
FASTMCP_AUTH_REQUIRED_SCOPES=read,write
# User-specific scopes
read: Can search and read notes
write: Can create and update notes
admin: Can manage all data
```
### 3. Token Security
- Short-lived access tokens (1 hour)
- Refresh token rotation
- Secure token storage
### 4. Rate Limiting
```python
# In your MCP server
from fastapi import HTTPException
from slowapi import Limiter
limiter = Limiter(key_func=get_remote_address)
@app.get("/mcp")
@limiter.limit("100/minute")
async def mcp_endpoint():
# Handle MCP requests
```
## Advanced Features
### 1. Custom Tools
Create specialized tools for Claude:
```python
@mcp.tool()
async def analyze_notes(topic: str) -> str:
"""Analyze all notes on a specific topic."""
# Search and analyze implementation
return analysis
```
### 2. Context Preservation
Use memory:// URLs to maintain context:
```python
@mcp.tool()
async def continue_conversation(memory_url: str) -> str:
"""Continue from a previous conversation."""
context = await build_context(memory_url)
return context
```
### 3. Multi-User Support
With Supabase, each user has isolated data:
```sql
-- Row-level security
CREATE POLICY "Users see own notes"
ON notes FOR SELECT
USING (auth.uid() = user_id);
```
## Troubleshooting
### Connection Issues
1. **"Failed to connect"**
- Verify server is running
- Check HTTPS is working
- Confirm OAuth is enabled
2. **"Authorization failed"**
- Check client credentials
- Verify redirect URLs
- Review OAuth logs
3. **"No tools available"**
- Ensure MCP tools are registered
- Check required scopes
- Verify transport type
### Debug Mode
Enable detailed logging:
```bash
# Server side
export FASTMCP_LOG_LEVEL=DEBUG
export LOGURU_LEVEL=DEBUG
# Check logs
tail -f logs/mcp.log
```
### Test Connection
```bash
# Test OAuth flow
curl https://your-server.com/mcp/.well-known/oauth-authorization-server
# Should return OAuth metadata
{
"issuer": "https://your-server.com",
"authorization_endpoint": "https://your-server.com/auth/authorize",
...
}
```
## Best Practices
1. **Regular Backups**
- Export your knowledge base
- Use version control
- Multiple storage locations
2. **Access Control**
- Principle of least privilege
- Regular token rotation
- Audit access logs
3. **Performance**
- Index frequently searched fields
- Optimize large knowledge bases
- Use caching where appropriate
4. **User Experience**
- Clear tool descriptions
- Helpful error messages
- Quick response times
## Examples
### Creating Notes
```
User: Create a note about the meeting with the product team
Claude: I'll create a note about your meeting with the product team.
[Uses write_note tool]
Note created: "Meeting with Product Team - 2024-01-15"
Location: Work/Meetings/
I've documented the meeting notes. The note includes the date, attendees, and key discussion points.
```
### Searching Knowledge
```
User: What did we discuss about the API redesign?
Claude: Let me search for information about the API redesign.
[Uses search_notes tool]
I found 3 relevant notes about the API redesign:
1. "API Redesign Proposal" (2024-01-10)
- RESTful architecture
- Version 2.0 specifications
- Migration timeline
2. "Technical Review: API Changes" (2024-01-12)
- Breaking changes documented
- Backwards compatibility plan
3. "Meeting: API Implementation" (2024-01-14)
- Team assignments
- Q1 deliverables
```
## Next Steps
1. Set up production deployment
2. Configure organizational access
3. Create custom tools for your workflow
4. Implement advanced security features
5. Monitor usage and performance
## Resources
- [Basic Memory Documentation](../README.md)
- [OAuth Setup Guide](OAuth%20Authentication.md)
- [MCP Specification](https://modelcontextprotocol.io)
- [Claude.ai Help Center](https://support.anthropic.com)
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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:/app/.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:/app/.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:/app/.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:/app/.basic-memory:rw
```
Persistent storage for configuration and SQLite database.
You can edit the basic-memory config.json file located in the /app/.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 /app/.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 /app/.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
The Docker container now runs as a non-root user to avoid file ownership issues. By default, the container uses UID/GID 1000, but you can customize this to match your user:
```bash
# Build with custom UID/GID to match your user
docker build --build-arg UID=$(id -u) --build-arg GID=$(id -g) -t basic-memory .
# Or use docker-compose with build args
```
**Example docker-compose.yml with custom user:**
```yaml
version: '3.8'
services:
basic-memory:
build:
context: .
dockerfile: Dockerfile
args:
UID: 1000 # Replace with your UID
GID: 1000 # Replace with your GID
container_name: basic-memory-server
ports:
- "8000:8000"
volumes:
- /path/to/your/obsidian-vault:/app/data:rw
- basic-memory-config:/app/.basic-memory:rw
environment:
- BASIC_MEMORY_DEFAULT_PROJECT=main
restart: unless-stopped
```
**Using pre-built images:**
If using the pre-built image from GitHub Container Registry, files will be created with UID/GID 1000. You can either:
1. Change your local directory ownership to match:
```bash
sudo chown -R 1000:1000 /path/to/your/obsidian-vault
```
2. Or build your own image with custom UID/GID as shown above.
### 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 `/app/.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 a non-root user (UID/GID 1000 by default) for improved security. You can customize the user ID using build arguments to match your local user.
2. **Volume Permissions:**
Ensure mounted directories have appropriate permissions and don't expose sensitive data. With the non-root container, files will be created with the specified user ownership.
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 /app`
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
**v0.13.0 offers multiple installation options:**
```bash
# Stable release (recommended)
uv tool install basic-memory
# or: pip install basic-memory
# Beta releases (new features, testing)
pip install basic-memory --pre
# Development builds (latest changes)
pip install basic-memory --pre --force-reinstall
```
**Version Information:**
- **Stable**: Latest tested release (e.g., `0.13.0`)
- **Beta**: Pre-release versions (e.g., `0.13.0b1`)
- **Development**: Auto-published from git commits (e.g., `0.12.4.dev26+468a22f`)
> **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. Sync changes in real time
> **Note**: The service will sync changes from your project directory in real time so they available for the AI assistant.
To disable realtime sync, you can update the config. See [[CLI Reference#sync]].
### 4. Staying Updated
To update Basic Memory when new versions are released:
```bash
# Update stable release
uv tool upgrade basic-memory
# or: pip install --upgrade basic-memory
# Update to latest beta (v0.13.0)
pip install --upgrade basic-memory --pre
# Get latest development build
pip install --upgrade basic-memory --pre --force-reinstall
```
**v0.13.0 Update Benefits:**
- **Fluid project switching** during conversations
- **Advanced note editing** capabilities
- **Smart file management** with move operations
- **Enhanced search** with frontmatter tag support
> **Note**: After updating, restart Claude Desktop for changes to take effect. No sync restart needed in v0.13.0.
### 5. Multi-Project Setup (Enhanced in v0.13.0)
By default, Basic Memory creates a project in `~/basic-memory`. v0.13.0 introduces **fluid project management** - switch between projects instantly during conversations.
```
# Create a new project
basic-memory project create work ~/work-basic-memory
# Set the default project
basic-memory project set-default work
# List all projects with status
basic-memory project list
# Get detailed project information
basic-memory project info
```
**New in v0.13.0:**
- **Instant switching**: Change projects during conversations without restart
- **Unified database**: All projects in single `~/.basic-memory/memory.db`
- **Better performance**: Optimized queries and reduced file I/O
- **Session context**: Maintains active project throughout conversations
## 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**: You can view the sync status by running `basic-memory status
.
#### 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
tags: [coffee, brewing, equipment] # v0.13.0: Now searchable!
---
# Coffee Brewing Methods
## Observations
- [method] Pour over provides more clarity...
- [technique] Water temperature at 205°F...
## Relations
- relates_to [[Other Coffee Topics]]
```
**v0.13.0 Improvements:**
- **Real-time sync**: Changes appear immediately, no background sync needed
- **Searchable tags**: Frontmatter tags are now indexed for search
- **Better file organization**: Enhanced file management capabilities
## 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 (Enhanced in v0.13.0)
Basic Memory enables continuous knowledge building:
1. **Reference previous discussions** in new conversations
2. **Edit notes incrementally** without rewriting entire documents
3. **Move and organize notes** as your knowledge base grows
4. **Switch between projects** instantly during conversations
5. **Search by tags** to find related content quickly
6. **Create connections** between related topics
7. **Follow relationships** to build comprehensive context
### v0.13.0 Workflow Examples
**Incremental Editing:**
```
You: "Add a section about espresso to my coffee brewing notes"
Claude: [Uses edit_note to append new section]
```
**File Organization:**
```
You: "Move my old meeting notes to an archive folder"
Claude: [Uses move_note with database consistency]
```
**Project Switching:**
```
You: "Switch to my work project and show recent activity"
Claude: [Switches projects and shows work-specific content]
```
## Importing Existing Conversations
Import your existing AI conversations:
```bash
# From Claude
basic-memory import claude conversations
# From ChatGPT
basic-memory import chatgpt
```
After importing, changes sync automatically in real-time. You can see project statistics by running `basic-memory project info`.
## Quick Tips
### General Usage
- Basic Memory syncs changes in real-time (no manual sync needed)
- 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 with permalinks for precise context
- Review and edit AI-generated notes for accuracy
### v0.13.0 Features
- **Switch projects instantly**: "Switch to my work project" - no restart needed
- **Edit notes incrementally**: "Add a section about..." instead of rewriting
- **Organize with moves**: "Move this to my archive folder" with database consistency
- **Search by tags**: Frontmatter tags are now searchable
- **Try beta builds**: `pip install basic-memory --pre` for latest features
## 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
6. **Explore [[OAuth Authentication Guide]]** for secure remote access (v0.13.0)
7. **Set up multiple projects** for different knowledge areas (v0.13.0)
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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, if the note has has a frontmatter section.
By default a notes' permalink value will not change if the file is moved. It's a **stable** identifier :). But if you'd rather permalinks are always updated when a file moves, you can set the config setting in the global config.
The config file for Basic Memory is in the home directory under `.basic-memory/config.json`.
To change the behavior, set the following value:
```
~/.basic-memory/config.json
{
"update_permalinks_on_move": true
}
```
### 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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# OAuth Authentication Guide
Basic Memory MCP server supports OAuth 2.1 authentication for secure access control. This guide covers setup, testing, and production deployment.
## Quick Start
### 1. Enable OAuth
```bash
# Set environment variable
export FASTMCP_AUTH_ENABLED=true
# Or use .env file
echo "FASTMCP_AUTH_ENABLED=true" >> .env
```
### 2. Start the Server
```bash
basic-memory mcp --transport streamable-http
```
### 3. Test with MCP Inspector
Since the basic auth provider uses in-memory storage with per-instance secret keys, you'll need to use a consistent approach:
#### Option A: Use Environment Variable for Secret Key
```bash
# Set a fixed secret key for testing
export FASTMCP_AUTH_SECRET_KEY="your-test-secret-key"
# Start the server
FASTMCP_AUTH_ENABLED=true basic-memory mcp --transport streamable-http
# In another terminal, register a client
basic-memory auth register-client --client-id=test-client
# Get a token using the same secret key
basic-memory auth test-auth
```
#### Option B: Use the Built-in Test Endpoint
```bash
# Start server with OAuth
FASTMCP_AUTH_ENABLED=true basic-memory mcp --transport streamable-http
# Register a client and get token in one step
curl -X POST http://localhost:8000/register \
-H "Content-Type: application/json" \
-d '{"client_metadata": {"client_name": "Test Client"}}'
# Use the returned client_id and client_secret
curl -X POST http://localhost:8000/token \
-H "Content-Type: application/x-www-form-urlencoded" \
-d "grant_type=client_credentials&client_id=YOUR_CLIENT_ID&client_secret=YOUR_CLIENT_SECRET"
```
### 4. Configure MCP Inspector
1. Open MCP Inspector
2. Configure:
- Server URL: `http://localhost:8000/mcp/` (note the trailing slash!)
- Transport: `streamable-http`
- Custom Headers:
```
Authorization: Bearer YOUR_ACCESS_TOKEN
Accept: application/json, text/event-stream
```
## OAuth Endpoints
The server provides these OAuth endpoints automatically:
- `GET /authorize` - Authorization endpoint
- `POST /token` - Token exchange endpoint
- `GET /.well-known/oauth-authorization-server` - OAuth metadata
- `POST /register` - Client registration (if enabled)
- `POST /revoke` - Token revocation (if enabled)
## OAuth Flow
### Standard Authorization Code Flow
1. **Get Authorization Code**:
```bash
curl "http://localhost:8000/authorize?client_id=YOUR_CLIENT_ID&redirect_uri=http://localhost:8000/callback&response_type=code&code_challenge=YOUR_CHALLENGE&code_challenge_method=S256"
```
2. **Exchange Code for Token**:
```bash
curl -X POST http://localhost:8000/token \
-H "Content-Type: application/x-www-form-urlencoded" \
-d "grant_type=authorization_code&code=AUTH_CODE&client_id=CLIENT_ID&client_secret=CLIENT_SECRET&code_verifier=YOUR_VERIFIER"
```
3. **Use Access Token**:
```bash
curl http://localhost:8000/mcp \
-H "Authorization: Bearer ACCESS_TOKEN"
```
## Production Deployment
### Using Supabase Auth
For production, use Supabase for persistent auth storage:
```bash
# Configure environment
FASTMCP_AUTH_ENABLED=true
FASTMCP_AUTH_PROVIDER=supabase
SUPABASE_URL=https://your-project.supabase.co
SUPABASE_ANON_KEY=your-anon-key
SUPABASE_SERVICE_KEY=your-service-key
# Start server
basic-memory mcp --transport streamable-http --host 0.0.0.0
```
### Security Requirements
1. **HTTPS Required**: OAuth requires HTTPS in production (localhost exception for testing)
2. **PKCE Support**: Claude.ai requires PKCE for authorization
3. **Token Expiration**: Access tokens expire after 1 hour
4. **Scopes**: Supported scopes are `read`, `write`, and `admin`
## Connecting from Claude.ai
1. **Deploy with HTTPS**:
```bash
# Use ngrok for testing
ngrok http 8000
# Or deploy to cloud provider
```
2. **Configure in Claude.ai**:
- Go to Settings → Integrations
- Click "Add More"
- Enter: `https://your-server.com/mcp`
- Click "Connect"
- Authorize in the popup window
## Debugging
### Common Issues
1. **401 Unauthorized**:
- Check token is valid and not expired
- Verify secret key consistency
- Ensure bearer token format: `Authorization: Bearer TOKEN`
2. **404 on Auth Endpoints**:
- Endpoints are at root, not under `/auth`
- Use `/authorize` not `/auth/authorize`
3. **Token Validation Fails**:
- Basic provider uses in-memory storage
- Tokens don't persist across server restarts
- Use same secret key for testing
### Debug Commands
```bash
# Check OAuth metadata
curl http://localhost:8000/.well-known/oauth-authorization-server
# Enable debug logging
export FASTMCP_LOG_LEVEL=DEBUG
# Test token directly
curl http://localhost:8000/mcp \
-H "Authorization: Bearer YOUR_TOKEN" \
-v
```
## Provider Options
- **basic**: In-memory storage (development only)
- **supabase**: Recommended for production
- **github**: GitHub OAuth integration
- **google**: Google OAuth integration
## Example Test Script
```python
import httpx
import asyncio
from urllib.parse import urlparse, parse_qs
async def test_oauth_flow():
"""Test the full OAuth flow"""
client_id = "test-client"
client_secret = "test-secret"
async with httpx.AsyncClient() as client:
# 1. Get authorization code
auth_response = await client.get(
"http://localhost:8000/authorize",
params={
"client_id": client_id,
"redirect_uri": "http://localhost:8000/callback",
"response_type": "code",
"code_challenge": "test-challenge",
"code_challenge_method": "S256",
"state": "test-state"
}
)
# Extract code from redirect URL
redirect_url = auth_response.headers.get("Location")
parsed = urlparse(redirect_url)
code = parse_qs(parsed.query)["code"][0]
# 2. Exchange for token
token_response = await client.post(
"http://localhost:8000/token",
data={
"grant_type": "authorization_code",
"code": code,
"client_id": client_id,
"client_secret": client_secret,
"code_verifier": "test-verifier",
"redirect_uri": "http://localhost:8000/callback"
}
)
tokens = token_response.json()
print(f"Access token: {tokens['access_token']}")
# 3. Test MCP endpoint
mcp_response = await client.post(
"http://localhost:8000/mcp",
headers={"Authorization": f"Bearer {tokens['access_token']}"},
json={"method": "initialize", "params": {}}
)
print(f"MCP Response: {mcp_response.status_code}")
asyncio.run(test_oauth_flow())
```
## Environment Variables
| Variable | Description | Default |
|----------|-------------|---------|
| `FASTMCP_AUTH_ENABLED` | Enable OAuth authentication | `false` |
| `FASTMCP_AUTH_PROVIDER` | OAuth provider type | `basic` |
| `FASTMCP_AUTH_SECRET_KEY` | JWT signing key (basic provider) | Random |
| `FASTMCP_AUTH_ISSUER_URL` | OAuth issuer URL | `http://localhost:8000` |
| `FASTMCP_AUTH_REQUIRED_SCOPES` | Required scopes (comma-separated) | `read,write` |
## Next Steps
- [Supabase OAuth Setup](./Supabase%20OAuth%20Setup.md) - Production auth setup
- [External OAuth Providers](./External%20OAuth%20Providers.md) - GitHub, Google integration
- [MCP OAuth Specification](https://modelcontextprotocol.io/specification/2025-03-26/basic/authorization) - Official spec
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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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# Supabase OAuth Setup for Basic Memory
This guide explains how to set up Supabase as the OAuth provider for Basic Memory MCP server in production.
## Prerequisites
1. A Supabase project (create one at [supabase.com](https://supabase.com))
2. Basic Memory MCP server deployed
3. Environment variables configuration
## Overview
The Supabase OAuth provider offers:
- Production-ready authentication with persistent storage
- User management through Supabase Auth
- JWT token validation
- Integration with Supabase's security features
- Support for social logins (GitHub, Google, etc.)
## Setup Steps
### 1. Get Supabase Credentials
From your Supabase project dashboard:
1. Go to Settings > API
2. Copy these values:
- `Project URL``SUPABASE_URL`
- `anon public` key → `SUPABASE_ANON_KEY`
- `service_role` key → `SUPABASE_SERVICE_KEY` (keep this secret!)
- JWT secret → `SUPABASE_JWT_SECRET` (under Settings > API > JWT Settings)
### 2. Configure Environment Variables
Create a `.env` file:
```bash
# Enable OAuth
FASTMCP_AUTH_ENABLED=true
FASTMCP_AUTH_PROVIDER=supabase
# Your MCP server URL
FASTMCP_AUTH_ISSUER_URL=https://your-mcp-server.com
# Supabase configuration
SUPABASE_URL=https://your-project.supabase.co
SUPABASE_ANON_KEY=your-anon-key
SUPABASE_SERVICE_KEY=your-service-key
SUPABASE_JWT_SECRET=your-jwt-secret
# Allowed OAuth clients (comma-separated)
SUPABASE_ALLOWED_CLIENTS=web-app,mobile-app,cli-tool
# Required scopes
FASTMCP_AUTH_REQUIRED_SCOPES=read,write
```
### 3. Create OAuth Clients Table (Optional)
For production, create a table to store OAuth clients in Supabase:
```sql
CREATE TABLE oauth_clients (
id UUID DEFAULT gen_random_uuid() PRIMARY KEY,
client_id TEXT UNIQUE NOT NULL,
client_secret TEXT NOT NULL,
name TEXT,
redirect_uris TEXT[],
allowed_scopes TEXT[],
created_at TIMESTAMP WITH TIME ZONE DEFAULT NOW(),
updated_at TIMESTAMP WITH TIME ZONE DEFAULT NOW()
);
-- Create an index for faster lookups
CREATE INDEX idx_oauth_clients_client_id ON oauth_clients(client_id);
-- RLS policies
ALTER TABLE oauth_clients ENABLE ROW LEVEL SECURITY;
-- Only service role can manage clients
CREATE POLICY "Service role can manage clients" ON oauth_clients
FOR ALL USING (auth.jwt()->>'role' = 'service_role');
```
### 4. Set Up Auth Flow
The Supabase OAuth provider handles the following flow:
1. **Client Authorization Request**
```
GET /authorize?client_id=web-app&redirect_uri=https://app.com/callback
```
2. **Redirect to Supabase Auth**
- User authenticates with Supabase (email/password, magic link, or social login)
- Supabase redirects back to your MCP server
3. **Token Exchange**
```
POST /token
Content-Type: application/x-www-form-urlencoded
grant_type=authorization_code&code=xxx&client_id=web-app
```
4. **Access Protected Resources**
```
GET /mcp
Authorization: Bearer <access_token>
```
### 5. Enable Social Logins (Optional)
In Supabase dashboard:
1. Go to Authentication > Providers
2. Enable desired providers (GitHub, Google, etc.)
3. Configure OAuth apps for each provider
4. Users can now log in via social providers
### 6. User Management
Supabase provides:
- User registration and login
- Password reset flows
- Email verification
- User metadata storage
- Admin APIs for user management
Access user data in your MCP tools:
```python
# In your MCP tool
async def get_user_info(ctx: Context):
# The token is already validated by the OAuth middleware
user_id = ctx.auth.user_id
email = ctx.auth.email
# Use Supabase client to get more user data if needed
user = await supabase.auth.admin.get_user_by_id(user_id)
return user
```
### 7. Production Deployment
1. **Environment Security**
- Never expose `SUPABASE_SERVICE_KEY`
- Use environment variables, not hardcoded values
- Rotate keys periodically
2. **HTTPS Required**
- Always use HTTPS in production
- Configure proper SSL certificates
3. **Rate Limiting**
- Implement rate limiting for auth endpoints
- Use Supabase's built-in rate limiting
4. **Monitoring**
- Monitor auth logs in Supabase dashboard
- Set up alerts for suspicious activity
## Testing
### Local Development
For local testing with Supabase:
```bash
# Start MCP server with Supabase auth
FASTMCP_AUTH_ENABLED=true \
FASTMCP_AUTH_PROVIDER=supabase \
SUPABASE_URL=http://localhost:54321 \
SUPABASE_ANON_KEY=your-local-anon-key \
bm mcp --transport streamable-http
```
### Test Authentication Flow
```python
import httpx
import asyncio
async def test_supabase_auth():
# 1. Register/login with Supabase directly
supabase_url = "https://your-project.supabase.co"
# 2. Get MCP authorization URL
response = await httpx.get(
"http://localhost:8000/authorize",
params={
"client_id": "web-app",
"redirect_uri": "http://localhost:3000/callback",
"response_type": "code",
}
)
# 3. User logs in via Supabase
# 4. Exchange code for MCP tokens
# 5. Access protected resources
asyncio.run(test_supabase_auth())
```
## Advanced Configuration
### Custom User Metadata
Store additional user data in Supabase:
```sql
-- Add custom fields to auth.users
ALTER TABLE auth.users
ADD COLUMN IF NOT EXISTS metadata JSONB DEFAULT '{}';
-- Or create a separate profiles table
CREATE TABLE profiles (
id UUID REFERENCES auth.users PRIMARY KEY,
username TEXT UNIQUE,
avatar_url TEXT,
bio TEXT,
created_at TIMESTAMP WITH TIME ZONE DEFAULT NOW()
);
```
### Row Level Security (RLS)
Protect user data with RLS:
```sql
-- Users can only access their own data
CREATE POLICY "Users can view own profile" ON profiles
FOR SELECT USING (auth.uid() = id);
CREATE POLICY "Users can update own profile" ON profiles
FOR UPDATE USING (auth.uid() = id);
```
### Custom Claims
Add custom claims to JWT tokens:
```sql
-- Function to add custom claims
CREATE OR REPLACE FUNCTION custom_jwt_claims()
RETURNS JSON AS $$
BEGIN
RETURN json_build_object(
'user_role', current_setting('request.jwt.claims')::json->>'user_role',
'permissions', current_setting('request.jwt.claims')::json->>'permissions'
);
END;
$$ LANGUAGE plpgsql;
```
## Troubleshooting
### Common Issues
1. **Invalid JWT Secret**
- Ensure `SUPABASE_JWT_SECRET` matches your Supabase project
- Check Settings > API > JWT Settings in Supabase dashboard
2. **CORS Errors**
- Configure CORS in your MCP server
- Add allowed origins in Supabase dashboard
3. **Token Validation Fails**
- Verify tokens are being passed correctly
- Check token expiration times
- Ensure scopes match requirements
4. **User Not Found**
- Confirm user exists in Supabase Auth
- Check if email is verified (if required)
- Verify client permissions
### Debug Mode
Enable debug logging:
```bash
export FASTMCP_LOG_LEVEL=DEBUG
export SUPABASE_LOG_LEVEL=debug
```
## Security Best Practices
1. **Secure Keys**: Never commit secrets to version control
2. **Least Privilege**: Use minimal required scopes
3. **Token Rotation**: Implement refresh token rotation
4. **Audit Logs**: Monitor authentication events
5. **Rate Limiting**: Protect against brute force attacks
6. **HTTPS Only**: Always use encrypted connections
## Migration from Basic Auth
To migrate from the basic auth provider:
1. Export existing user data
2. Import users into Supabase Auth
3. Update client applications to use new auth flow
4. Gradually transition users to Supabase login
## Next Steps
- Set up email templates in Supabase
- Configure password policies
- Implement MFA (multi-factor authentication)
- Add social login providers
- Create admin dashboard for user management
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@@ -1,243 +0,0 @@
---
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)
-657
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@@ -1,657 +0,0 @@
---
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
### Note Editing (New in v0.13.0)
**Edit notes incrementally without rewriting entire documents:**
```
💬 "Add a new section about deployment to my API documentation"
🤖 [Uses edit_note to append new section]
💬 "Update the date at the top of my meeting notes"
🤖 [Uses edit_note to prepend new timestamp]
💬 "Replace the implementation section in my design doc"
🤖 [Uses edit_note to replace specific section]
```
Available editing operations:
- **Append**: Add content to end of notes
- **Prepend**: Add content to beginning of notes
- **Replace Section**: Replace content under specific headers
- **Find & Replace**: Simple text replacements with validation
### File Management (New in v0.13.0)
**Move and organize notes with full database consistency:**
```
💬 "Move my old meeting notes to the archive folder"
🤖 [Uses move_note with automatic folder creation and database updates]
💬 "Reorganize my project files into a better structure"
🤖 [Moves files while maintaining search indexes and links]
```
Move operations include:
- **Database Consistency**: Updates file paths, permalinks, and checksums
- **Search Reindexing**: Maintains search functionality after moves
- **Folder Creation**: Automatically creates destination directories
- **Project Isolation**: Moves are contained within the current project
- **Rollback Protection**: Ensures data integrity during failed operations
### Enhanced Search (New in v0.13.0)
**Frontmatter tags are now searchable:**
```yaml
---
title: Coffee Brewing Methods
tags: [coffee, brewing, equipment]
---
```
Now searchable by: "coffee", "brewing", "equipment", or "Coffee Brewing Methods"
### Importing External Knowledge
Import existing conversations:
```bash
# From Claude
basic-memory import claude conversations
# From ChatGPT
basic-memory import chatgpt
# Target specific projects (v0.13.0)
basic-memory --project=work import claude conversations
```
After importing, changes sync automatically in real-time.
### 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 (v0.13.0)
Basic Memory v0.13.0 introduces **fluid project management** - the ability to switch between projects instantly during conversations without restart. This allows you to maintain separate knowledge graphs for different purposes while seamlessly switching between them.
### Instant Project Switching (New in v0.13.0)
**Switch projects 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]
```
### Project-Specific Operations (New in v0.13.0)
Some MCP tools support optional project parameters for targeting specific projects:
```
💬 "Create a note about this meeting in my personal-notes project"
🤖 [Creates note in personal-notes project]
💬 "Switch to my work project"
🤖 [Switches project context, then all operations work within that project]
```
**Note**: Operations like search, move, and edit work within the currently active project. To work with content in different projects, switch to that project first or use the project parameter where supported.
### Managing Projects
```bash
# List all configured projects
basic-memory project list
# Add a new project
basic-memory project create work ~/work-basic-memory
# Set the default project
basic-memory project set-default work
# Remove a project (doesn't delete files)
basic-memory project delete personal
# Show current project statistics
basic-memory project info
```
### 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
```
### Unified Database Architecture (New in v0.13.0)
Basic Memory v0.13.0 uses a unified database architecture:
- **Single Database**: All projects share `~/.basic-memory/memory.db`
- **Project Isolation**: Proper data separation with project context
- **Better Performance**: Optimized queries and reduced file I/O
- **Easier Backup**: Single database file contains all project data
- **Session Context**: Maintains active project throughout conversations
## Workflow Tips
### General Workflow
1. **Project Organization**: Use multiple projects to separate different areas (work, personal, research)
2. **Session Context**: Switch projects during conversations without restart (v0.13.0)
3. **Real-time Sync**: Changes sync automatically - no need to run watch mode
4. **Review Content**: Edit AI-created content for accuracy
5. **Build Connections**: Create rich relationships between related ideas
6. **Use Special Prompts**: Start conversations with context from your knowledge base
### v0.13.0 Workflow Enhancements
7. **Incremental Editing**: Use edit_note for small changes instead of rewriting entire documents
8. **File Organization**: Move and reorganize notes as your knowledge base grows
9. **Project-Specific Creation**: Create notes in specific projects using project parameters
10. **Search Tags**: Use frontmatter tags to improve content discoverability
11. **Project Statistics**: Monitor project growth and activity with project info commands
## Troubleshooting
### Sync Issues
If changes aren't showing up:
1. Run `basic-memory status` to check system state
2. 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)
- enhanced_in_v0.13.0 [[OAuth Authentication Guide]] (Production authentication)
- enhanced_in_v0.13.0 [[Project Management]] (Multi-project workflows)
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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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# Character Handling and Conflict Resolution
Basic Memory handles various character encoding scenarios and file naming conventions to provide consistent permalink generation and conflict resolution. This document explains how the system works and how to resolve common character-related issues.
## Overview
Basic Memory uses a sophisticated system to generate permalinks from file paths while maintaining consistency across different operating systems and character encodings. The system normalizes file paths and generates unique permalinks to prevent conflicts.
## Character Normalization Rules
### 1. Permalink Generation
When Basic Memory processes a file path, it applies these normalization rules:
```
Original: "Finance/My Investment Strategy.md"
Permalink: "finance/my-investment-strategy"
```
**Transformation process:**
1. Remove file extension (`.md`)
2. Convert to lowercase (case-insensitive)
3. Replace spaces with hyphens
4. Replace underscores with hyphens
5. Handle international characters (transliteration for Latin, preservation for non-Latin)
6. Convert camelCase to kebab-case
### 2. International Character Support
**Latin characters with diacritics** are transliterated:
- `ø``o` (Søren → soren)
- `ü``u` (Müller → muller)
- `é``e` (Café → cafe)
- `ñ``n` (Niño → nino)
**Non-Latin characters** are preserved:
- Chinese: `中文/测试文档.md``中文/测试文档`
- Japanese: `日本語/文書.md``日本語/文書`
## Common Conflict Scenarios
### 1. Hyphen vs Space Conflicts
**Problem:** Files with existing hyphens conflict with generated permalinks from spaces.
**Example:**
```
File 1: "basic memory bug.md" → permalink: "basic-memory-bug"
File 2: "basic-memory-bug.md" → permalink: "basic-memory-bug" (CONFLICT!)
```
**Resolution:** The system automatically resolves this by adding suffixes:
```
File 1: "basic memory bug.md" → permalink: "basic-memory-bug"
File 2: "basic-memory-bug.md" → permalink: "basic-memory-bug-1"
```
**Best Practice:** Choose consistent naming conventions within your project.
### 2. Case Sensitivity Conflicts
**Problem:** Different case variations that normalize to the same permalink.
**Example on macOS:**
```
Directory: Finance/investment.md
Directory: finance/investment.md (different on filesystem, same permalink)
```
**Resolution:** Basic Memory detects case conflicts and prevents them during sync operations with helpful error messages.
**Best Practice:** Use consistent casing for directory and file names.
### 3. Character Encoding Conflicts
**Problem:** Different Unicode normalizations of the same logical character.
**Example:**
```
File 1: "café.md" (é as single character)
File 2: "café.md" (e + combining accent)
```
**Resolution:** Basic Memory normalizes Unicode characters using NFD normalization to detect these conflicts.
### 4. Forward Slash Conflicts
**Problem:** Forward slashes in frontmatter or file names interpreted as path separators.
**Example:**
```yaml
---
permalink: finance/investment/strategy
---
```
**Resolution:** Basic Memory validates frontmatter permalinks and warns about path separator conflicts.
## Error Messages and Troubleshooting
### "UNIQUE constraint failed: entity.file_path, entity.project_id"
**Cause:** Two entities trying to use the same file path within a project.
**Common scenarios:**
1. File move operation where destination is already occupied
2. Case sensitivity differences on macOS
3. Character encoding conflicts
4. Concurrent file operations
**Resolution steps:**
1. Check for duplicate file names with different cases
2. Look for files with similar names but different character encodings
3. Rename conflicting files to have unique names
4. Run sync again after resolving conflicts
### "File path conflict detected during move"
**Cause:** Enhanced conflict detection preventing potential database integrity violations.
**What this means:** The system detected that moving a file would create a conflict before attempting the database operation.
**Resolution:** Follow the specific guidance in the error message, which will indicate the type of conflict detected.
## Best Practices
### 1. File Naming Conventions
**Recommended patterns:**
- Use consistent casing (prefer lowercase)
- Use hyphens instead of spaces for multi-word files
- Avoid special characters that could conflict with path separators
- Be consistent with directory structure casing
**Examples:**
```
✅ Good:
- finance/investment-strategy.md
- projects/basic-memory-features.md
- docs/api-reference.md
❌ Problematic:
- Finance/Investment Strategy.md (mixed case, spaces)
- finance/Investment Strategy.md (inconsistent case)
- docs/API/Reference.md (mixed case directories)
```
### 2. Permalink Management
**Custom permalinks in frontmatter:**
```yaml
---
type: knowledge
permalink: custom-permalink-name
---
```
**Guidelines:**
- Use lowercase permalinks
- Use hyphens for word separation
- Avoid path separators unless creating sub-paths
- Ensure uniqueness within your project
### 3. Directory Structure
**Consistent casing:**
```
✅ Good:
finance/
investment-strategies.md
portfolio-management.md
❌ Problematic:
Finance/ (capital F)
investment-strategies.md
finance/ (lowercase f)
portfolio-management.md
```
## Migration and Cleanup
### Identifying Conflicts
Use Basic Memory's built-in conflict detection:
```bash
# Sync will report conflicts
basic-memory sync
# Check sync status for warnings
basic-memory status
```
### Resolving Existing Conflicts
1. **Identify conflicting files** from sync error messages
2. **Choose consistent naming convention** for your project
3. **Rename files** to follow the convention
4. **Re-run sync** to verify resolution
### Bulk Renaming Strategy
For projects with many conflicts:
1. **Backup your project** before making changes
2. **Standardize on lowercase** file and directory names
3. **Replace spaces with hyphens** in file names
4. **Use consistent character encoding** (UTF-8)
5. **Test sync after each batch** of changes
## System Enhancements
### Recent Improvements (v0.13+)
1. **Enhanced conflict detection** before database operations
2. **Improved error messages** with specific resolution guidance
3. **Character normalization utilities** for consistent handling
4. **File swap detection** for complex move scenarios
5. **Proactive conflict warnings** during permalink resolution
### Monitoring and Logging
The system now provides detailed logging for conflict resolution:
```
DEBUG: Detected potential file path conflicts for 'Finance/Investment.md': ['finance/investment.md']
WARNING: File path conflict detected during move: entity_id=123 trying to move from 'old.md' to 'new.md'
```
These logs help identify and resolve conflicts before they cause sync failures.
## Support and Resources
If you encounter character-related conflicts not covered in this guide:
1. **Check the logs** for specific conflict details
2. **Review error messages** for resolution guidance
3. **Report issues** with examples of the conflicting files
4. **Consider the file naming best practices** outlined above
The Basic Memory system is designed to handle most character conflicts automatically while providing clear guidance for manual resolution when needed.
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# Basic Memory Cloud CLI Guide
The Basic Memory Cloud CLI provides seamless integration between local and cloud knowledge bases using a **cloud mode toggle**. When cloud mode is enabled, all your regular `bm` commands work transparently with the cloud instead of locally.
## Overview
The cloud CLI enables you to:
- **Toggle cloud mode** with `bm cloud login` / `bm cloud logout`
- **Use regular commands in cloud mode**: `bm project`, `bm sync`, `bm tool` all work with cloud
- **Bidirectional sync** with rclone bisync (recommended for most users)
- **Direct file access** via rclone mount (alternative workflow)
- **Integrity verification** with `bm cloud check`
- **Automatic project creation** from local directories
## Prerequisites
Before using Basic Memory Cloud, you need:
- **Active Subscription**: An active Basic Memory Cloud subscription is required to access cloud features
- **Subscribe**: Visit [https://basicmemory.com/subscribe](https://basicmemory.com/subscribe) to sign up
If you attempt to log in without an active subscription, you'll receive a "Subscription Required" error with a link to subscribe.
## The Cloud Mode Paradigm
Basic Memory Cloud follows the **Dropbox/iCloud model** - a single cloud space containing all your projects, not per-project connections.
**How it works:**
- One login per machine: `bm cloud login`
- One sync directory: `~/basic-memory-cloud-sync/` (all projects)
- Projects are folders within your cloud space
- All regular commands work in cloud mode
**Why this model:**
- ✅ Single set of credentials (not N per project)
- ✅ One rclone process (not N processes)
- ✅ Familiar pattern (like Dropbox)
- ✅ Simple operations (setup once, sync anytime)
- ✅ Natural scaling (add projects = add folders)
## Quick Start
### 1. Enable Cloud Mode
Authenticate and enable cloud mode for all commands:
```bash
bm cloud login
```
This command will:
1. Open your browser to the Basic Memory Cloud authentication page
2. Prompt you to authorize the CLI application
3. Store your authentication token locally
4. **Enable cloud mode** - all CLI commands now work against cloud
### 2. Set Up Sync
Set up bidirectional file synchronization:
```bash
bm cloud setup
```
This will:
1. Install rclone automatically (if needed)
2. Configure sync credentials
3. Create `~/basic-memory-cloud-sync/` directory
4. Establish initial sync baseline
**Alternative:** Use `bm cloud setup --mount` to set up mount instead of sync.
### 3. Verify Setup
Check that everything is working:
```bash
bm cloud status
```
You should see:
- `Mode: Cloud (enabled)`
- `Cloud instance is healthy`
- Bisync status showing `✓ Initialized`
### 4. Start Using Cloud
Now all your regular commands work with the cloud:
```bash
# List cloud projects
bm project list
# Create cloud project
bm project add "my-research"
# Use MCP tools on cloud
bm tool write-note --title "Hello" --folder "my-research" --content "Test"
# Sync with cloud
bm sync
# Watch mode for continuous sync
bm sync --watch
```
### 5. Disable Cloud Mode
Return to local mode:
```bash
bm cloud logout
```
All commands now work locally again.
## Working with Cloud Projects
**Important:** When cloud mode is enabled, use regular `bm project` commands (not `bm cloud project`).
### Listing Projects
View all projects (cloud projects when cloud mode is enabled):
```bash
# In cloud mode - lists cloud projects
bm project list
# In local mode - lists local projects
bm project list
```
### Creating Projects
Create a new project (creates on cloud when cloud mode is enabled):
```bash
# In cloud mode - creates cloud project
bm project add my-new-project
# Create and set as default
bm project add my-new-project --default
```
### Automatic Project Creation
**New in SPEC-9:** Projects are automatically created when you create local directories!
```bash
# Create a local directory in your sync folder
mkdir ~/basic-memory-cloud-sync/new-project
echo "# Notes" > ~/basic-memory-cloud-sync/new-project/readme.md
# Sync - automatically creates cloud project
bm sync
# Verify - project now exists on cloud
bm project list
```
This Dropbox-like workflow means you don't need to manually coordinate projects between local and cloud.
## File Synchronization
### The `bm sync` Command (Cloud Mode Aware)
The `bm sync` command automatically adapts based on cloud mode:
**In local mode:**
```bash
bm sync # Indexes local files into database
```
**In cloud mode:**
```bash
bm sync # Runs bisync + indexes files
bm sync --watch # Continuous sync every 60 seconds
bm sync --interval 30 # Custom interval
```
The same command works everywhere - no need to remember different commands for local vs cloud!
## Bidirectional Sync (bisync) - Recommended
Bidirectional sync is the **recommended approach** for most users. It provides:
- ✅ Offline access to all files
- ✅ Automatic bidirectional synchronization
- ✅ Conflict detection and resolution
- ✅ Works with any editor or tool
- ✅ Background watch mode
### Setup
Set up bisync (runs automatically if you used `bm cloud setup`):
```bash
bm cloud setup
```
Or set up with custom directory:
```bash
bm cloud setup --dir ~/my-sync-folder
```
### Running Sync
Use the cloud-aware `bm sync` command:
```bash
# Manual sync
bm sync
# Watch mode (continuous sync)
bm sync --watch
# Custom interval (30 seconds)
bm sync --watch --interval 30
```
### Bisync Profiles
Bisync supports three conflict resolution strategies with different safety levels:
| Profile | Conflict Resolution | Max Deletes | Use Case |
|---------|-------------------|-------------|----------|
| **balanced** | newer | 25 | Default, recommended for most users |
| **safe** | none | 10 | Keep both versions on conflict |
| **fast** | newer | 50 | Rapid iteration, higher delete tolerance |
**Profile Details:**
- **safe**:
- Conflict resolution: `none` (creates `.conflict` files for both versions)
- Max delete: 10 files per sync
- Best for: Critical data where you want manual conflict resolution
- **balanced** (default):
- Conflict resolution: `newer` (auto-resolve to most recent file)
- Max delete: 25 files per sync
- Best for: General use with automatic conflict handling
- **fast**:
- Conflict resolution: `newer` (auto-resolve to most recent file)
- Max delete: 50 files per sync
- Best for: Rapid development iteration with less restrictive safety checks
**How to Select a Profile:**
The default profile (`balanced`) is used automatically with `bm sync`:
```bash
# Uses balanced profile (default)
bm sync
```
For advanced control, use `bm cloud bisync` with the `--profile` flag:
```bash
# Use safe mode
bm cloud bisync --profile safe
# Use fast mode
bm cloud bisync --profile fast
# Preview changes with specific profile
bm cloud bisync --profile safe --dry-run
```
**Check Available Profiles:**
```bash
bm cloud status
```
This shows all available profiles with their settings.
**Current Limitations:**
- Profiles are hardcoded and cannot be customized
- No config file option to change default profile
- Profile settings (max_delete, conflict_resolve) cannot be modified without code changes
- Profile selection only available via `bm cloud bisync --profile` (advanced command)
### Establishing New Baseline
If you need to force a complete resync:
```bash
bm cloud bisync --resync
```
**Warning:** This overwrites the sync state. Use only when recovering from errors.
### Checking Sync Status
View current sync status:
```bash
bm cloud status
```
This shows:
- Cloud mode status
- Instance health
- Sync directory location
- Last sync time
- Available bisync profiles
### Verifying Sync Integrity
Check that local and cloud files match:
```bash
# Full integrity check
bm cloud check
# Faster one-way check
bm cloud check --one-way
```
This uses `rclone check` to verify files match without transferring data.
### Working with Bisync
Create and edit files in `~/basic-memory-cloud-sync/`:
```bash
# Create a new note
echo "# My Research" > ~/basic-memory-cloud-sync/my-project/notes.md
# Edit with your favorite editor
code ~/basic-memory-cloud-sync/my-project/
# Sync changes to cloud
bm sync
```
In watch mode, changes sync automatically:
```bash
# Start watch mode
bm sync --watch
# Edit files - they sync automatically every 60 seconds
code ~/basic-memory-cloud-sync/my-project/
```
### Filter Configuration
Bisync uses `.bmignore` patterns from `~/.basic-memory/.bmignore`:
```bash
# View current ignore patterns
cat ~/.basic-memory/.bmignore
# Edit ignore patterns
code ~/.basic-memory/.bmignore
```
Example `.bmignore`:
```gitignore
# This file is used by 'bm cloud bisync' and file sync
# Patterns use standard gitignore-style syntax
# Hidden files (files starting with dot)
- .*
# Basic Memory internal files
- memory.db/**
- memory.db-shm/**
- memory.db-wal/**
- config.json/**
# Version control
- .git/**
# Python
- __pycache__/**
- *.pyc
- .venv/**
# Node.js
- node_modules/**
```
**Key points:**
- ✅ **Global configuration** - One ignore file for all projects
- ✅ **rclone filter syntax** - Patterns with `- ` prefix
- ✅ **Automatic creation** - Created with defaults on first use
- ✅ **Shared patterns** - Same patterns used by sync service
## NFS Mount (Direct Access) - Alternative
NFS mount provides direct file system access as an alternative to bisync. Use this if you prefer mounting files like a network drive.
### Setup
Set up mount instead of bisync:
```bash
bm cloud setup --mount
```
### Mounting Files
Mount your cloud files:
```bash
# Mount with default settings
bm cloud mount
# Mount with specific profile
bm cloud mount --profile fast
```
#### Mount Profiles
- **balanced** (default): Balanced caching for general use
- **streaming**: Optimized for large files
- **fast**: Minimal verification for rapid access
### Checking Mount Status
View current mount status:
```bash
bm cloud status --mount
```
### Unmounting Files
Unmount when done:
```bash
bm cloud unmount
```
### Working with Mounted Files
Once mounted, files appear at `~/basic-memory-cloud/`:
```bash
# List cloud files
ls ~/basic-memory-cloud/
# Edit with your favorite editor
code ~/basic-memory-cloud/my-project/
# Changes are immediately synced to cloud
echo "# Notes" > ~/basic-memory-cloud/my-project/readme.md
```
**Note:** Changes are written through to cloud immediately. There's no "sync" step needed.
## Instance Management
### Health Check
Check if your cloud instance is healthy:
```bash
bm cloud status
```
This shows:
- Cloud mode enabled/disabled
- Instance health status
- Instance version
- Sync or mount status
## Troubleshooting
### Authentication Issues
**Problem**: "Authentication failed" or "Invalid token"
**Solution**: Re-authenticate:
```bash
bm cloud logout
bm cloud login
```
### Subscription Issues
**Problem**: "Subscription Required" error when logging in
**Solution**: You need an active Basic Memory Cloud subscription to use cloud features.
1. Visit the subscribe URL shown in the error message
2. Sign up for a subscription
3. Once your subscription is active, run `bm cloud login` again
**Problem**: "Subscription Required" error for existing user
**Solution**: Your subscription may have expired or been cancelled.
1. Check your subscription status at [https://basicmemory.com/account](https://basicmemory.com/account)
2. Renew your subscription if needed
3. Run `bm cloud login` again
Note: Access is immediately restored when your subscription becomes active.
### Sync Issues
**Problem**: "Bisync not initialized"
**Solution**: Run setup or initialize with resync:
```bash
bm cloud setup
# or
bm cloud bisync --resync
```
**Problem**: "Too many deletes" error
**Solution**: Bisync detected many deletions (safety check). Review changes and use a higher delete limit profile or force resync:
```bash
bm cloud bisync --profile fast # Higher delete limit
# or
bm cloud bisync --resync # Force baseline
```
**Problem**: Conflicts detected
**Solution**: Bisync found files changed in both locations. Check sync directory for `.conflict` files:
```bash
ls ~/basic-memory-cloud-sync/**/*.conflict
```
Resolve conflicts manually, then sync again.
### Connection Issues
**Problem**: "Cannot connect to cloud instance"
**Solution**: Check cloud status:
```bash
bm cloud status
```
If instance is down, wait a few minutes and retry. If problem persists, contact support.
### Mount Issues
**Problem**: "Mount point is busy"
**Solution**: Unmount and remount:
```bash
bm cloud unmount
bm cloud mount
```
**Problem**: "Permission denied" when accessing mounted files
**Solution**: Check mount status and remount:
```bash
bm cloud status --mount
bm cloud unmount
bm cloud mount
```
## Security
- **Authentication**: OAuth 2.1 with PKCE flow
- **Tokens**: Stored securely in `~/.basic-memory/auth/token`
- **Transport**: All data encrypted in transit (HTTPS)
- **Credentials**: Scoped S3 credentials for sync/mount (read-write access to your tenant only)
- **Isolation**: Your data is isolated from other tenants
- **Ignore patterns**: Sensitive files (`.env`, credentials) automatically excluded
## Command Reference
### Cloud Mode Management
```bash
bm cloud login # Authenticate and enable cloud mode
bm cloud logout # Disable cloud mode
bm cloud status # Check cloud mode and sync status
bm cloud status --mount # Check cloud mode and mount status
```
### Setup
```bash
bm cloud setup # Setup bisync (default, recommended)
bm cloud setup --mount # Setup mount (alternative)
bm cloud setup --dir ~/sync # Custom sync directory
```
### Project Management (Cloud Mode Aware)
When cloud mode is enabled, these commands work with cloud:
```bash
bm project list # List projects
bm project add <name> # Create project
bm project add <name> --default # Create and set as default
bm project rm <name> # Delete project
bm project set-default <name> # Set default project
```
### File Synchronization
```bash
bm sync # Sync files (local or cloud depending on mode)
bm sync --watch # Continuous sync (cloud mode only)
bm sync --interval 30 # Custom interval for watch mode
# Advanced bisync commands
bm cloud bisync # Run bisync manually
bm cloud bisync --profile safe # Use specific profile
bm cloud bisync --dry-run # Preview changes
bm cloud bisync --resync # Force new baseline
bm cloud bisync --watch # Continuous sync
bm cloud bisync --verbose # Show detailed output
# Integrity verification
bm cloud check # Full integrity check
bm cloud check --one-way # Faster one-way check
```
### Direct File Access (Mount)
```bash
bm cloud mount # Mount cloud files
bm cloud mount --profile fast # Use specific profile
bm cloud unmount # Unmount files
```
## Summary
Basic Memory Cloud provides two workflows:
### Recommended: Bidirectional Sync (bisync)
1. `bm cloud login` - Authenticate once
2. `bm cloud setup` - Configure sync once
3. `bm sync` - Sync anytime (or use `--watch`)
4. Work in `~/basic-memory-cloud-sync/`
5. Changes sync bidirectionally
### Alternative: Direct Mount
1. `bm cloud login` - Authenticate once
2. `bm cloud setup --mount` - Configure mount once
3. `bm cloud mount` - Mount when needed
4. Work in `~/basic-memory-cloud/`
5. Changes write through immediately
Both approaches work seamlessly with cloud mode - all your regular `bm` commands work with either workflow!
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analyticsScript.setAttribute('data-website-id', '8d51086e-5c67-401e-97b0-b24706a6d4f3');
analyticsScript.src = 'https://cloud.umami.is/script.js';
document.head.appendChild(analyticsScript);
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{
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{}
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[
"optimize-canvas-connections"
]
-31
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@@ -1,31 +0,0 @@
{
"file-explorer": true,
"global-search": true,
"switcher": true,
"graph": true,
"backlink": true,
"canvas": true,
"outgoing-link": true,
"tag-pane": true,
"properties": false,
"page-preview": true,
"daily-notes": true,
"templates": true,
"note-composer": true,
"command-palette": true,
"slash-command": false,
"editor-status": true,
"bookmarks": true,
"markdown-importer": false,
"zk-prefixer": false,
"random-note": false,
"outline": true,
"word-count": true,
"slides": false,
"audio-recorder": false,
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"sync": true,
"webviewer": false
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@@ -1,158 +0,0 @@
/*
THIS IS A GENERATED/BUNDLED FILE BY ESBUILD
if you want to view the source, please visit the github repository of this plugin
*/
var __defProp = Object.defineProperty;
var __getOwnPropDesc = Object.getOwnPropertyDescriptor;
var __getOwnPropNames = Object.getOwnPropertyNames;
var __hasOwnProp = Object.prototype.hasOwnProperty;
var __export = (target, all) => {
for (var name in all)
__defProp(target, name, { get: all[name], enumerable: true });
};
var __copyProps = (to, from, except, desc) => {
if (from && typeof from === "object" || typeof from === "function") {
for (let key of __getOwnPropNames(from))
if (!__hasOwnProp.call(to, key) && key !== except)
__defProp(to, key, { get: () => from[key], enumerable: !(desc = __getOwnPropDesc(from, key)) || desc.enumerable });
}
return to;
};
var __toCommonJS = (mod) => __copyProps(__defProp({}, "__esModule", { value: true }), mod);
// main.ts
var main_exports = {};
__export(main_exports, {
default: () => OptimizeCanvasConnectionsPlugin
});
module.exports = __toCommonJS(main_exports);
var import_obsidian = require("obsidian");
var OptimizeCanvasConnectionsPlugin = class extends import_obsidian.Plugin {
async onload() {
this.addCommand({
id: "optimize-preserve-axes-selection",
name: "Optimize selection (preserve axes)",
checkCallback: (checking) => {
const canvasView = app.workspace.getActiveViewOfType(import_obsidian.ItemView);
if ((canvasView == null ? void 0 : canvasView.getViewType()) == "canvas") {
if (!checking) {
this.optimize("preserve-axes");
}
return true;
}
return false;
}
});
this.addCommand({
id: "optimize-shortest-path-selection",
name: "Optimize selection (shortest path)",
checkCallback: (checking) => {
const canvasView = app.workspace.getActiveViewOfType(import_obsidian.ItemView);
if ((canvasView == null ? void 0 : canvasView.getViewType()) == "canvas") {
if (!checking) {
this.optimize("shortest-path");
}
return true;
}
return false;
}
});
}
onunload() {
}
async optimize(option) {
const canvasView = app.workspace.getActiveViewOfType(import_obsidian.ItemView);
const canvas = canvasView == null ? void 0 : canvasView.canvas;
const currentSelection = canvas == null ? void 0 : canvas.selection;
let selectedIDs = new Array();
currentSelection.forEach(function(selection) {
selectedIDs.push(selection.id);
});
let applyToAll = false;
if (selectedIDs.length == 0) {
applyToAll = true;
}
for (let [edgeKey, edge] of canvas["edges"]) {
let fromNode = edge["from"]["node"];
let toNode = edge["to"]["node"];
let fromPossibilities = [edge["from"]["side"]];
if (applyToAll || selectedIDs.includes(fromNode["id"])) {
switch (option) {
case "shortest-path":
fromPossibilities = ["top", "bottom", "left", "right"];
break;
case "preserve-axes":
switch (edge["from"]["side"]) {
case "top":
case "bottom":
fromPossibilities = ["top", "bottom"];
break;
case "left":
case "right":
fromPossibilities = ["left", "right"];
break;
}
}
}
let toPossibilities = [edge["to"]["side"]];
if (applyToAll || selectedIDs.includes(toNode["id"])) {
switch (option) {
case "shortest-path":
toPossibilities = ["top", "bottom", "left", "right"];
break;
case "preserve-axes":
switch (edge["to"]["side"]) {
case "top":
case "bottom":
toPossibilities = ["top", "bottom"];
break;
case "left":
case "right":
toPossibilities = ["left", "right"];
break;
}
}
}
let distances = [];
for (const fromSide of fromPossibilities) {
let fromPoint = { "x": 0, "y": 0 };
if (fromSide == "top") {
fromPoint = { "x": fromNode["x"] + fromNode["width"] / 2, "y": fromNode["y"] };
} else if (fromSide == "bottom") {
fromPoint = { "x": fromNode["x"] + fromNode["width"] / 2, "y": fromNode["y"] + fromNode["height"] };
} else if (fromSide == "left") {
fromPoint = { "x": fromNode["x"], "y": fromNode["y"] + fromNode["height"] / 2 };
} else if (fromSide == "right") {
fromPoint = { "x": fromNode["x"] + fromNode["width"], "y": fromNode["y"] + fromNode["height"] / 2 };
}
for (const toSide of toPossibilities) {
let toPoint = { "x": 0, "y": 0 };
if (toSide == "top") {
toPoint = { "x": toNode["x"] + toNode["width"] / 2, "y": toNode["y"] };
} else if (toSide == "bottom") {
toPoint = { "x": toNode["x"] + toNode["width"] / 2, "y": toNode["y"] + toNode["height"] };
} else if (toSide == "left") {
toPoint = { "x": toNode["x"], "y": toNode["y"] + toNode["height"] / 2 };
} else if (toSide == "right") {
toPoint = { "x": toNode["x"] + toNode["width"], "y": toNode["y"] + toNode["height"] / 2 };
}
distances.push({
"fromSide": fromSide,
"toSide": toSide,
"distance": (toPoint.x - fromPoint.x) ** 2 + (toPoint.y - fromPoint.y) ** 2
});
}
}
distances = distances.sort(function(a, b) {
return a.distance - b.distance;
});
edge["from"]["side"] = distances[0]["fromSide"];
edge["to"]["side"] = distances[0]["toSide"];
edge.render();
}
canvas.requestSave();
}
};
/* nosourcemap */
@@ -1,10 +0,0 @@
{
"id": "optimize-canvas-connections",
"name": "Optimize Canvas Connections",
"version": "1.0.0",
"minAppVersion": "1.1.9",
"description": "An Obsidian plugin that declutters a canvas by reconnecting notes using their nearest edges.",
"author": "Félix Chénier",
"authorUrl": "https://felixchenier.uqam.ca",
"isDesktopOnly": false
}
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{
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"host": null,
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@@ -1,83 +0,0 @@
---
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"}
]
}
-84
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@@ -1,84 +0,0 @@
---
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]]
@@ -1,69 +0,0 @@
---
title: Test Note Creation - Basic Functionality
type: note
permalink: testing/test-note-creation-basic-functionality
tags:
- '["testing"'
- '"core-functionality"'
- '"note-creation"]'
---
---
title: Test Note Creation - Basic Functionality
tags: [testing, core-functionality, note-creation, edited]
test_status: active
last_edited: 2025-06-01
---
# Test Note Creation - Basic Functionality
## Test Status: COMPREHENSIVE TESTING IN PROGRESS
Testing basic note creation with various content types and structures.
## Content Types Tested
- Plain text content ✓
- Markdown formatting **bold**, *italic*
- Lists:
- Bullet points
- Numbered items
- Code blocks: `inline code`
```python
# Block code
def test_function():
return "Hello, Basic Memory!"
```
## Special Characters
- Unicode: café, naïve, résumé
- Emojis: 🚀 🔬 📝
- Symbols: @#$%^&*()
## Frontmatter Testing
This note should have proper frontmatter parsing.
## Relations to Test
- connects_to [[Another Test Note]]
- validates [[Core Functionality Tests]]
## Observations
- [success] Note creation initiated
- [test] Content variety included
- [validation] Special characters included
## Edit Test Results
- [success] Note reading via title lookup ✓
- [success] Search functionality returns relevant results ✓
- [success] Special characters (unicode, emojis) preserved ✓
- [test] Now testing append edit operation ✓
## Performance Notes
- Note creation: Instantaneous
- Note reading: Fast response
- Search: Good relevance scoring
## Next Tests
- Edit operations (append, prepend, find_replace)
- Move operations
- Cross-project functionality
+130 -5
View File
@@ -3,6 +3,9 @@
# Install dependencies
install:
pip install -e ".[dev]"
uv sync
@echo ""
@echo "💡 Remember to activate the virtual environment by running: source .venv/bin/activate"
# Run unit tests in parallel
test-unit:
@@ -15,12 +18,15 @@ test-int:
# Run all tests
test: test-unit test-int
# Lint and fix code (calls fix)
lint: fix
# Lint and fix code
lint:
ruff check . --fix
fix:
uv run ruff check --fix --unsafe-fixes src tests
# Type check code
type-check:
typecheck:
uv run pyright
# Clean build artifacts and cache files
@@ -52,12 +58,131 @@ update-deps:
uv sync --upgrade
# Run all code quality checks and tests
check: lint format type-check test
check: lint format typecheck 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
@just --list
-378
View File
@@ -1,378 +0,0 @@
{"type":"entity","name":"Paul","entityType":"person","observations":["Software developer combining DIY ethics, Free Software principles, and theoretical computer science","Created the Basic Machines project","Values authentic exchange of ideas","Approaches AI interaction with emphasis on genuine technical discussion","Comfortable with uncertainty and open dialogue","Balances practical implementation with broader implications"]}
{"type":"entity","name":"Basic_Machines","entityType":"project","observations":["Local-first knowledge management system","Combines filesystem durability with graph-based knowledge representation","Focuses on enhancing human agency and understanding","Synthesizes DIY ethics, Free Software philosophy, and theoretical computer science","Current focus includes basic-memory system"]}
{"type":"entity","name":"basic-memory","entityType":"software_system","observations":["A core component of Basic Machines","Local-first knowledge management system","Combines filesystem persistence with graph-based knowledge representation","Being implemented collaboratively by Paul and Claude"]}
{"type":"entity","name":"basic-memory_implementation_patterns","entityType":"technical_patterns","observations":["Filesystem is source of truth - all changes write to files first","Clean separation of concerns between models (SQLAlchemy), schemas (Pydantic), and services","Repository pattern for database access","Service layer handling business logic and coordination","Atomic file operations using temporary files for safety","Clear error handling hierarchy with specific error types","Comprehensive test coverage with pytest and fixtures","Async/await used throughout the codebase","Validation using Pydantic models with custom validators"]}
{"type":"entity","name":"fileio_module","entityType":"code_module","observations":["Extracted from EntityService to handle all file operations","Provides read_entity_file, write_entity_file, and delete_entity_file functions","Handles markdown parsing and formatting","Implements atomic file operations","Provides consistent error handling","Enables reuse across services"]}
{"type":"entity","name":"entity_service","entityType":"code_module","observations":["Manages entities in both filesystem and database","Uses fileio module for file operations","Maintains database index of entities","Handles entity creation, retrieval, and deletion","Follows 'filesystem is source of truth' principle","Coordinates with observation service for full entity management"]}
{"type":"entity","name":"observation_service","entityType":"code_module","observations":["Manages observations within entity files","Provides database indexing for efficient observation queries","Works with complete Entity objects rather than IDs","Handles observation addition and search","Maintains consistency between files and database","Under development for update/remove operations"]}
{"type":"entity","name":"observation_management","entityType":"design_challenge","observations":["Key challenge: maintaining observation state across files and database","Exploring bulk update approach - treating all observations as a unit","Considering tracked observations with markdown comments for IDs","Investigating diff-based approach for observation-level changes","Evaluating position-based management without explicit IDs","Trade-offs between implementation complexity and markdown readability"]}
{"type":"entity","name":"testing_infrastructure","entityType":"technical_patterns","observations":["Uses pytest with async support via pytest-asyncio","In-memory SQLite database for test isolation","Temporary directories for file operation testing","Comprehensive fixture system for test setup","Tests organized by component (entity, observation, etc)","Covers happy path, error cases, and edge cases","Uses monkeypatch for mocking dependencies","Clear separation between arrange, act, assert sections","Uses in-memory SQLite database for test isolation","Comprehensive fixture system for test data setup","Proper async test handling with pytest-asyncio"]}
{"type":"entity","name":"test_categories","entityType":"test_suite","observations":["Happy path tests verify core functionality","Error path tests ensure proper error handling","Edge cases test special characters and long content","File operation tests verify atomic writes and rollbacks","Database sync tests verify index consistency","Recovery tests for rebuild operations","Punted on concurrent operation tests due to session management complexity"]}
{"type":"entity","name":"completed_work","entityType":"project_milestone","observations":["Extracted file operations to fileio.py module","Updated EntityService to use fileio functions","Implemented initial ObservationService","Created comprehensive test suite","Established clear project patterns and principles","Set up basic database schema with SQLAlchemy","Created Pydantic models for validation"]}
{"type":"entity","name":"future_work","entityType":"project_tasks","observations":["Implement observation updates/removals","Design proper session management for concurrent operations","Update EntityService tests for new fileio module","Add more sophisticated search functionality","Handle markdown formatting edge cases","Consider versioning for file changes","Implement proper backup strategy"]}
{"type":"entity","name":"design_decisions","entityType":"technical_decisions","observations":["Filesystem as source of truth over database","Markdown format for human readability and editing","Atomic file operations for safety","SQLite + SQLAlchemy for proven reliability","Pydantic for validation and ID generation","Async/await for better scalability","Clear separation between files and database roles","Explicit error hierarchies for better handling"]}
{"type":"entity","name":"concurrency_considerations","entityType":"technical_challenge","observations":["SQLAlchemy session management in async context","File operation atomicity","Transaction isolation levels","Potential for conflicting updates","Need for proper session lifecycle","Possibility of file system race conditions","Database lock management"]}
{"type":"entity","name":"observation_update_approaches","entityType":"design_alternatives","observations":["Each approach trades off between simplicity, efficiency, and robustness","Four main approaches considered: bulk update, tracked IDs, diff-based, and position-based","Discussion revealed importance of human readability in file format","Consideration of manual editing workflows key to design","File system as source of truth principle guides tradeoffs"]}
{"type":"entity","name":"bulk_update_approach","entityType":"design_option","observations":["Update all observations at once in a single operation","Simpler file operations - just rewrite the whole list","No need for observation matching or IDs","Very consistent with source of truth principle","Less efficient for small changes","May have concurrency implications","Simplest implementation option"]}
{"type":"entity","name":"tracked_observations_approach","entityType":"design_option","observations":["Use markdown comments to store observation IDs","Enables precise updates and deletes","IDs stored as HTML comments in markdown","More complex markdown parsing required","IDs visible in raw markdown files","Balances tracking with readability"]}
{"type":"entity","name":"diff_based_approach","entityType":"design_option","observations":["Implement observation-aware diffing","Track changes at observation level","More efficient for updates","Preserves manual edits and changes","More complex implementation needed","Must handle merge conflicts","Most sophisticated option considered"]}
{"type":"entity","name":"position_based_approach","entityType":"design_option","observations":["Track observations by position/order","No explicit IDs needed","Cleanest markdown format","Order changes could break references","Difficult to handle concurrent edits","Most fragile option considered"]}
{"type":"entity","name":"tasks_and_progress","entityType":"project_tracking","observations":["Current focus on observation management implementation","Completed core file operations extraction","Completed EntityService updates","Completed initial ObservationService","Basic test coverage in place","Future work includes concurrent operations","Future work includes search improvements","Need to handle markdown edge cases"]}
{"type":"entity","name":"error_handling_patterns","entityType":"technical_patterns","observations":["Custom exception hierarchy with ServiceError base","Specific error types (FileOperationError, DatabaseSyncError, etc)","Clear separation between file and database errors","Error propagation patterns established","Focus on actionable error messages","Error handling at appropriate levels"]}
{"type":"entity","name":"data_models","entityType":"technical_implementation","observations":["SQLAlchemy models for database structure","Pydantic schemas for API/service layer","Entity model with UUID-based IDs","Observation model with entity relationships","UTCDateTime custom type for timestamps","Automatic ID generation in Pydantic models","Strict validation rules"]}
{"type":"entity","name":"markdown_format","entityType":"file_format","observations":["Simple, human-readable format","Entity name as H1 header","Metadata in key-value format","Observations as bullet points","Atomic file operations for updates","Designed for manual editing","No hidden metadata in main content"]}
{"type":"entity","name":"test_driven_development","entityType":"development_pattern","observations":["Tests revealed need for atomic file operations","Error cases drove error hierarchy design","Edge cases informed validation rules","Test fixtures shaped service interfaces","File operations extracted due to test patterns","Concurrent test issues revealed session management needs"]}
{"type":"entity","name":"architecture_evolution","entityType":"design_process","observations":["Started with simple EntityService implementation","Circular dependency between Entity and Observation services revealed design flaw","Extracted file operations to separate module","Moved to passing Entity objects rather than IDs","Improved separation of concerns through iterations","File operations became reusable across services","Database became true 'index' rather than source of truth"]}
{"type":"entity","name":"validation_patterns","entityType":"technical_patterns","observations":["Pydantic models provide schema validation","Automatic ID generation if not provided","Database constraints via SQLAlchemy","Runtime checks in services","Markdown format validation","Error handling for invalid states"]}
{"type":"entity","name":"markdown_examples","entityType":"documentation","observations":["Example of basic entity:\n# Entity Name\ntype: entity_type\n\n## Observations\n- First observation\n- Second observation","Example with special characters:\n# Test & Entity!\ntype: test\n\n## Observations\n- Test & observation with @#$% special chars!","Format ensures human readability:\n# Basic Machines\ntype: project\n\n## Observations\n- Local-first knowledge management system\n- Combines filesystem durability with graph-based knowledge representation","Future consideration for observation IDs:\n# Entity Name\ntype: entity_type\n\n## Observations\n- <!-- obs-id: abc123 -->\n This is an observation with ID"]}
{"type":"entity","name":"markdown_parsing_rules","entityType":"technical_implementation","observations":["H1 header contains entity name","Metadata uses key: value format","Observations section marked by H2 header","Each observation is a markdown list item","Blank lines separate sections","Special characters allowed in content","No restrictions on observation content"]}
{"type":"entity","name":"schema_definitions","entityType":"technical_documentation","observations":["SQLAlchemy Entity model:\nclass Entity(Base):\n id: str (primary key)\n name: str (unique)\n entity_type: str\n created_at: datetime\n updated_at: datetime","SQLAlchemy Observation model:\nclass Observation(Base):\n id: str (primary key)\n entity_id: str (foreign key)\n content: str\n created_at: datetime\n context: Optional[str]","Pydantic Entity schema:\nclass Entity(BaseModel):\n id: str\n name: str\n entity_type: str\n observations: List[Observation]"]}
{"type":"entity","name":"test_evolution","entityType":"development_history","observations":["Started with basic Entity CRUD tests","Added filesystem verification to all tests","Developed concurrent operation tests (later removed)","Edge case tests drove better error handling","Test fixtures evolved to support both file and DB testing","Mocking patterns for file/DB operations","Special cases for long content and special characters"]}
{"type":"entity","name":"implementation_challenges","entityType":"technical_issues","observations":["Initial circular dependency between services","SQLAlchemy session management in async context","Atomic file operations with proper error handling","Maintaining DB sync with filesystem changes","Handling long content in observations","Managing test isolation with file operations","Deciding on markdown format tradeoffs","Concurrent operation complexity"]}
{"type":"entity","name":"Basic_Factory","entityType":"Project","observations":["Collaborative project between Paul and Claude","Explores AI-human collaboration in software development","Uses MCP tools for file and memory management","Built with git integration capabilities","Focuses on maintaining project context across sessions","About 90% complete with MCP tools","Still needs improvements in collaboration via files/git/github","Will be used to document and share collaborative development process"]}
{"type":"entity","name":"Basic_Factory_Components","entityType":"Technical","observations":["Server-side rendering with JinjaX","HTMX for dynamic updates","Alpine.js for client-side state","Tailwind CSS for styling","Component translation from React/shadcn/ui","Focus on simplicity and understandability","Demonstrates meta-compiler principles in component translation"]}
{"type":"entity","name":"Component_Translation_Process","entityType":"Methodology","observations":["Treats component porting as meta-compilation","Maps between React/TypeScript and JinjaX/Alpine.js domains","Uses formal grammar transformation approaches","Maintains functionality while simplifying implementation","Focuses on server-side rendering patterns","Preserves accessibility and performance","Uses short, focused git branches for each component"]}
{"type":"entity","name":"Basic_Machines_Philosophy","entityType":"Philosophy","observations":["Combines DIY punk ethics with software development","Emphasizes user empowerment and understanding","Values simplicity and composability","Treats complex systems as combinations of simple parts","Focuses on authentic creation and sharing","Draws inspiration from punk rock, Free Software, and theoretical CS","Emphasizes the cycle of creation, complexity, and renewal"]}
{"type":"entity","name":"Basic_Machines_Manifesto","entityType":"Document","observations":["Created through collaboration between Paul and Claude","Explores connection between DIY punk ethics and software development","Emphasizes composition over inheritance in both philosophy and practice","Views software development through lens of basic machines that combine for complex computation","Advocates for user empowerment and technological independence","Structured in sections covering Origins, Philosophy, Technical Implementation, and AI Collaboration","Draws connections between punk rock, free software, and theoretical computer science","Emphasizes importance of sharing knowledge and building community","Released in December 2024"]}
{"type":"entity","name":"AI_Human_Collaboration_Model","entityType":"Methodology","observations":["Focuses on deep collaboration rather than simple task completion","Maintains rich context across sessions via knowledge graph","Uses short, focused git branches for each collaborative session","Values intellectual partnership over simple code generation","Emphasizes both practical implementation and theoretical exploration","Creates space for authentic exchange while maintaining AI/human clarity","Uses formal methods when appropriate (like grammar transformation)","Documents decisions and processes for future reference","Developed through Basic Machines project experience"]}
{"type":"entity","name":"Basic_Machines_Roadmap","entityType":"Project_Plan","observations":["Phase 1 (30 days): Build basic-machines.co website","Phase 2 (60-90 days): Develop premium component bundles","Phase 3 (90-120 days): Launch Basic Foundation commercial offering","Focus on building brand and marketing presence","Prioritize components needed for own site development","Document and share collaboration process","Build sustainable business model aligned with values"]}
{"type":"entity","name":"Basic_Machines_Website","entityType":"Project","observations":["To be built at basic-machines.co","Will showcase products and vision","Needs components for navigation, hero sections, features","Will demonstrate component usage in production","Will include blog for sharing progress","Focus on clear value proposition","Platform for sharing Basic Machines philosophy"]}
{"type":"entity","name":"Basic_Memory_Markdown_Example","entityType":"Example","observations":["Shows complete markdown structure for basic-memory entity","Uses frontmatter for metadata (id, type, created, context)","Has main description section after title","Includes Observations as bullet points","Shows Relations with [id] relation_type | context format","Lists References at bottom","Created during initial design discussion","Serves as canonical example of file format"]}
{"type":"entity","name":"Basic_Memory_Database_Schema","entityType":"Technical","observations":["Uses SQLite for local storage","Entities table with id, name, type, created_at, context, description, references","Observations table linking to entities with content and context","Relations table tracking directional relationships between entities","References column needs quotes as SQL reserved word","Designed for easy rebuilding from markdown files","Foreign key constraints maintain data integrity","Unique constraint on relations prevents duplicates","Created_at timestamps track history","Context fields enable tracking information sources"]}
{"type":"entity","name":"Basic_Memory_Project_Structure","entityType":"Technical","observations":["Uses dbmate for database migrations","Projects directory stores SQLite databases and markdown files","Makefile provides common development commands","Environment vars configure database connection","db/migrations directory for SQL schema changes","Gitignore excludes database files and env config","Uses Python 3.12 with modern tooling","Tests directory for pytest files","Follows Basic Machines project conventions"]}
{"type":"entity","name":"Basic_Memory_Project_Isolation_Decision","entityType":"Decision","observations":["Decided to defer multi-project support to post-MVP","Will use separate SQLite databases per project","Initially using projects directory in code repository","Plan to make location configurable later","No changes needed to core domain model","Keeps initial implementation simple","FTS/search capabilities also deferred for simplicity"]}
{"type":"entity","name":"Basic_Memory_Implementation_Plan","entityType":"Plan","observations":["Start with SQLAlchemy models matching schema","Then build CLI for basic operations","Then implement markdown parser","Use TDD approach throughout","Begin with core domain model","CLI will support CRUD operations","Parser must handle frontmatter and sections","Following modular development approach","Planning to use typer for CLI","Will use modern Python tools and practices"]}
{"type":"entity","name":"Basic_Memory_Implementation_Status","entityType":"Status","observations":["Core modules implemented: models, services, repository, fileio","Modular architecture with clear separation of concerns","File operations extracted to separate fileio module","Initial ObservationService implementation complete","Basic test coverage in place","Exploring observation management strategies","Using SQLAlchemy for database interaction","Markdown file operations working","Entity management functional","Repository layer implementation complete with SQLAlchemy models and tests","Database operations working with proper UTC timestamp handling","In-memory SQLite testing infrastructure proven effective"]}
{"type":"entity","name":"Basic_Memory_Observation_Management_Design","entityType":"Design","observations":["Four approaches under consideration","Bulk Update: Simple but less efficient","Tracked Observations: Precise but clutters markdown","Diff-based: Efficient but complex","Position-based: Clean but fragile","Key challenge is balancing markdown readability with efficient updates","Must maintain filesystem as source of truth","Need to consider concurrent edits","Currently evaluating trade-offs","Implementation choice pending discussion"]}
{"type":"entity","name":"Basic_Memory_Architectural_Decisions","entityType":"Decisions","observations":["Split file operations into separate fileio module","Using SQLAlchemy for database operations","Maintain filesystem as source of truth","Modular service-based architecture","Clear separation between data access and business logic","Repository pattern for database interactions","Schemas separate from models","Focus on maintainability and testability","Services handle business rules","Considering concurrency in design"]}
{"type":"entity","name":"Basic_Memory_Implementation_Analysis","entityType":"Analysis","observations":["Clean modular architecture with clear responsibilities","Strong typing throughout codebase","Excellent error handling with custom exceptions","SQLAlchemy models perfectly match our domain model","Atomic file operations for data safety","Services implement filesystem-as-source-of-truth principle","Async support throughout","Good separation between domain models and database models","Careful handling of UTC timestamps","Smart use of SQLAlchemy relationships"]}
{"type":"entity","name":"Basic_Memory_Current_Challenges","entityType":"Challenges","observations":["Observation update/removal strategy needs to be chosen","Need to handle concurrent file operations safely","Search functionality to be implemented","Edge cases in markdown formatting to be handled","Session management for concurrent operations needed","Balance between file operations and database sync","Testing coverage could be expanded","Need to handle relationship updates in files"]}
{"type":"entity","name":"Basic_Memory_Observation_Hash_Tracking","entityType":"Design","observations":["Use content hashes to track observation identity","Store hashes in database but not in markdown","Can match observations across file edits using hashes","Similar to how git tracks content changes","Keeps markdown clean and human-friendly","Allows efficient bulk updates","Handles reordering of observations","Maintains filesystem as source of truth","No need for visible IDs in markdown","Could track observation history through hash changes"]}
{"type":"entity","name":"Basic_Memory_Repository_Implementation","entityType":"Code_Implementation","observations":["Implemented base Repository class with CRUD operations","Added specialized EntityRepository, ObservationRepository, and RelationRepository","Used string IDs instead of UUIDs","Added UTCDateTime custom type for timestamp handling","Used in-memory SQLite for testing","Achieved 84% test coverage","Created comprehensive pytest fixtures"]}
{"type":"entity","name":"Basic_Memory_Dependencies","entityType":"Technical","observations":["Uses Python 3.12","SQLAlchemy with async support","pytest-asyncio for async testing","aiosqlite for async SQLite operations","greenlet for SQLAlchemy async support","uv for dependency management","pytest-cov for coverage reporting","Development dependencies managed in pyproject.toml"]}
{"type":"entity","name":"Basic_Memory_Current_Architecture","entityType":"Architecture_Analysis","observations":["Clear separation between domain models (Pydantic) and storage models (SQLAlchemy)","File I/O completely separated into dedicated module","Strong 'filesystem as source of truth' pattern in services","Atomic file operations with proper error handling","Service layer coordinates between filesystem and database","Database acts as queryable index rather than primary storage","Clean error hierarchy with specific exception types","Rebuild operations available for recovery scenarios"]}
{"type":"entity","name":"Basic_Memory_Evolution","entityType":"Analysis","observations":["Started with repository pattern following basic-foundation","Evolved to more sophisticated architecture with clear layers","Added Pydantic schemas for domain modeling","Separated file operations into dedicated module","Implemented robust error handling throughout","Maintained filesystem as source of truth principle","Added observation management with context tracking","Introduced rebuild capabilities for system recovery"]}
{"type":"entity","name":"Basic_Memory_Service_Layer","entityType":"Implementation","observations":["EntityService handles entity lifecycle and coordinates storage","ObservationService manages observations within entities","Services ensure filesystem and database stay in sync","Clear error handling with ServiceError hierarchy","Strong typing throughout service interfaces","Implements filesystem as source of truth pattern","Handles UUID generation and timestamp management","Provides methods for system recovery and rebuild"]}
{"type":"entity","name":"Basic_Memory_Schema_Design","entityType":"Implementation","observations":["Uses Pydantic for domain models and validation","Automatic ID generation with timestamp and UUID","Clear separation from SQLAlchemy storage models","Supports optional context tracking","Models match markdown file structure","Enables clean serialization/deserialization","Strong typing with proper validation rules","Independent from storage concerns"]}
{"type":"entity","name":"Basic_Memory_Next_Tasks","entityType":"TaskList","observations":["✅ Implement SQLAlchemy models and repositories (Done)","✅ Add SQLAlchemy migrations (Done)","✅ Create service layer (Done)","✅ Implement file I/O module (Done)","✅ Set up domain models with Pydantic (Done)","✅ Initial test infrastructure (Done)","✅ Basic CRUD operations (Done)","⏳ Implement full test coverage for db.py","⏳ Add more sophisticated search functionality","⏳ Implement CLI interface","⏳ Add relationship management to services","⏳ Handle concurrent file operations safely","⏳ Add versioning for file changes","⏳ Implement proper backup strategy","⏳ Add type hints throughout codebase","⏳ Improve error messages and logging","⏳ Add documentation for core modules"]}
{"type":"entity","name":"Basic_Memory_Meta_Experience","entityType":"Case_Study","observations":["Experienced our own context loss when reconstructing project knowledge","Had to rebuild task list and project context from filesystem and memory","Validated 'filesystem as source of truth' principle through reconstruction","Code and tests served as reliable historical record","Knowledge graph structure helped guide reconstruction process","Markdown files provided human-readable context","Atomic information design made piece-by-piece reconstruction possible","Ironic validation of the need for basic-memory's features","Experience demonstrates value of durable, human-readable knowledge storage","Shows importance of separating durable storage from ephemeral context"]}
{"type":"entity","name":"Model_Context_Protocol","entityType":"protocol","observations":["Core part of the basic-memory architecture","Enables AI-human collaboration on projects","Provides tool-based interaction with knowledge graph","Developed by Anthropic for structured AI-system interaction","Used for maintaining consistent, rich context across conversations"]}
{"type":"entity","name":"basic-memory_core_principles","entityType":"principles","observations":["Local First: All data stored locally in SQLite","Project Isolation: Separate databases per project","Human Readable: Everything exportable to plain text","AI Friendly: Structure optimized for LLM interaction","DIY Ethics: User owns and controls their data","Simple Core: Start simple, expand based on needs","Tool Integration: MCP-based interaction model"]}
{"type":"entity","name":"basic-memory_business_model","entityType":"business_strategy","observations":["Core features free: Local SQLite, basic knowledge graph, search, markdown export, basic MCP tools","Professional features potential: Rich document export, advanced versioning, collaboration features, custom integrations, priority support","Focus on maintaining DIY/punk philosophy while enabling sustainability"]}
{"type":"entity","name":"basic-memory_cli","entityType":"interface","observations":["Supports project management commands (create, switch, list)","Entity management (add entity, add observation, add relation)","Future support for export and batch operations","Follows consistent command structure","Planned integration with MCP tools"]}
{"type":"entity","name":"basic-memory_export_format","entityType":"file_format","observations":["Uses markdown with frontmatter metadata","Includes entity name, type, creation timestamp","Observations as bullet points","Relations in structured format with links","References section at bottom","Designed for human readability and machine parsing","Example format documented in project specs"]}
{"type":"entity","name":"relation_service","entityType":"code_module","observations":["Planned service for managing relations in both filesystem and database","Will follow filesystem-is-source-of-truth principle like other services","Needs to handle atomic file operations for relation updates","Must coordinate with EntityService for relationship integrity","Will handle bidirectional relationship tracking","Will support relation validation and type enforcement","Must implement rebuild functionality for index recovery","Will need careful error handling for file/db sync","Should support relation search and filtering","Must handle relation lifecycle (create/read/update/delete)"]}
{"type":"entity","name":"service_layer_patterns","entityType":"implementation_patterns","observations":["Services handle both file and database operations","Filesystem is always source of truth","Database serves as queryable index","Services implement atomic file operations","Clear error hierarchy with specific exceptions","Use of dependency injection via constructor params","Async/await used throughout service layer","Services coordinate between storage layers","Repository pattern used for database access","Services maintain entity integrity across storage","Rich error types extend from ServiceError base","Rebuild operations available for recovery"]}
{"type":"entity","name":"database_models","entityType":"implementation","observations":["Entity model with unique name and type","Observation model linked to entities","Relation model tracks connections between entities","Custom UTCDateTime type for timestamp handling","Use of SQLAlchemy relationships for navigation","Cascading deletes for dependent objects","String IDs used for compatibility","Rich relationship modeling with backpopulates","Proper indexing on foreign keys","Context tracking available on models","Models include created_at timestamps","Relationships handle bidirectional navigation"]}
{"type":"entity","name":"repository_patterns","entityType":"implementation_patterns","observations":["Generic Repository[T] base class implementation","Type-safe operations with SQLAlchemy","Specialized repositories for each model type","Async operations throughout","Clear error handling patterns","Support for custom queries and filtering","Pagination support built-in","Transaction management via session","Proper type hints and generics usage","Entity-specific query methods in subclasses"]}
{"type":"entity","name":"relation_service_design","entityType":"design","observations":["Must handle relation lifecycle in both files and DB","Needs to validate existence of both entities","Should support relation type enforcement","Must maintain bidirectional consistency","Should support relation querying and filtering","Needs proper error handling for graph consistency","Must integrate with entity file format","Should support bulk operations for efficiency","Must handle relation deletion and cascading","Should provide search by type and entities"]}
{"type":"entity","name":"relation_service_implementation_plan","entityType":"plan","observations":["1. Define core relation operations (create, get, delete)","2. Implement file format handling for relations","3. Add database sync with RelationRepository","4. Implement validation and error handling","5. Add rebuild and recovery operations","6. Implement relation type enforcement","7. Add relation search and filtering","8. Implement bulk operations","9. Add comprehensive tests","10. Document API and error handling"]}
{"type":"entity","name":"relation_service_challenges","entityType":"challenges","observations":["Maintaining consistency between file and database","Handling relation type validation efficiently","Managing bidirectional relationships in files","Ensuring atomic updates across entities","Handling deletion with proper cascading","Efficient querying of relation graphs","Recovery from partial file/db sync failures","Bulk operation atomicity","Clear error reporting for graph operations","Performance with large relation sets"]}
{"type":"entity","name":"relation_file_format","entityType":"file_format","observations":["Relations stored in entity markdown files","Format: [target_id] relation_type | context","Relations section marked by ## Relations header","Outgoing relations only stored in source entity","Relations rebuild on entity load","Clean human-readable format","Context is optional with pipe separator","Links generate valid navigation references","Markdown-friendly formatting","Example: [Paul] authored | with Claude"]}
{"type":"entity","name":"relation_service_error_handling","entityType":"implementation_patterns","observations":["RelationError extends ServiceError base","Specific errors for validation failures","Handles entity not found cases","Manages relation type validation errors","File operation errors properly wrapped","Database sync errors clearly reported","Transaction rollback on errors","Proper error propagation chain","Clear error messages for debugging","Recovery paths for common errors"]}
{"type":"entity","name":"relation_service_testing","entityType":"testing","observations":["Test all relation lifecycle operations","Verify file and database consistency","Test relation type validation","Check error handling paths","Test bulk operations","Verify bidirectional consistency","Test recovery operations","Check cascade operations","Verify search and filtering","Test with large relation sets"]}
{"type":"entity","name":"fileio_patterns","entityType":"implementation_patterns","observations":["Atomic file operations with temporary files","Clear error handling for IO operations","Consistent file naming and paths","Support for different file formats","Efficient file reading and writing","Proper file locking mechanisms","Recovery from partial writes","Consistent encoding handling","Directory management utilities","Path manipulation helpers","Currently implemented in fileio.py module","Uses pathlib for path operations","Handles file not found cases gracefully","Maintains data integrity during writes"]}
{"type":"entity","name":"pytest_patterns","entityType":"implementation_patterns","observations":["Common fixtures should be in conftest.py for reuse","Use pytest_asyncio.fixture for async fixtures","Session fixtures need proper async cleanup","Temporary directories should be managed with context managers","Test categories: happy path, error path, recovery, edge cases","Services need project_path and repo injected","Use monkeypatch for mocking in async context","SQLite in-memory database ideal for testing","Explicit test verification: file content and database state"]}
{"type":"entity","name":"relation_implementation_learnings","entityType":"implementation_learnings","observations":["Better to pass full Entity objects than IDs to services","Services should not re-read entities if they have them","File operations should be atomic and verified","Database serves as queryable index, not source of truth","Relations stored in source entity's markdown file","Clear separation between file ops and database sync","Entity objects should own their relations list","Context is optional but fully supported in implementation"]}
{"type":"entity","name":"test_driven_insights","entityType":"learnings","observations":["Tests help reveal better API design (e.g., passing Entity objects)","Error cases drive proper exception hierarchy","File verification as important as database checks","Edge cases inform markdown format decisions","Recovery tests ensure system resilience","Tests document expected behavior clearly","Fixtures significantly reduce test complexity","Common patterns emerge through test writing"]}
{"type":"entity","name":"meta_development_insights","entityType":"process","observations":["Break down large tasks into reviewable chunks","One file at a time prevents response truncation","Iterative development with tests leads to better design","Infrastructure code (fixtures) should be consolidated early","Test categories help ensure comprehensive coverage","Knowledge capture should happen during development","APIs tend to evolve toward simpler patterns","File operations require careful verification"]}
{"type":"entity","name":"AI_Assistant_Learnings","entityType":"meta_insights","observations":["Output management: Breaking responses into single files prevents truncation and allows better review","Knowledge graph helps maintain context: I can reference previous decisions and patterns accurately","Memory rebuilding experience validated the need for durable storage","Test-driven development provides clear steps and verification","Explicit relation tracking in knowledge graph helps me understand project context","Rich context from multiple sources (code, docs, tests) enables better assistance","File-at-a-time approach allows deeper analysis of each component","Keeping entity names consistent helps with referencing and relationships"]}
{"type":"entity","name":"Effective_Response_Patterns","entityType":"meta_patterns","observations":["When showing code changes, break into discrete files","Review existing code before suggesting changes","Reference knowledge graph for context and patterns","Explicitly connect new code to existing patterns","Validate suggestions against test cases","Keep track of file changes for atomic commits","Check both implementation and test files for consistency","Maintain clear separation of concerns in responses"]}
{"type":"entity","name":"AI_Context_Management","entityType":"meta_practice","observations":["Knowledge graph provides reliable persistent memory","Project documentation gives high-level context","Code review shows implementation patterns","Tests demonstrate expected behavior","Important to actively track what has been modified","Entity relationships help understand dependencies","Regular knowledge capture during development","Using consistent entity references across conversations"]}
{"type":"entity","name":"AI_Tool_Usage_Patterns","entityType":"meta_practice","observations":["read_file before suggesting changes","write_file one file at a time","list_directory to understand project structure","search_nodes to find relevant context","create_entities to capture new learnings","create_relations to connect concepts","Using knowledge graph to track decisions","Validating changes through test execution"]}
{"type":"entity","name":"relation_service_learnings","entityType":"implementation_learnings","observations":["Entity-based API cleaner than ID-based for service layer","Model_dump method can handle storage serialization","File format needs explicit section markers (## Relations)","Whitespace handling important for long content comparisons","Test fixtures allow focused test cases","SQLAlchemy selects better than raw SQL for type safety","Atomic file operations maintained for relations"]}
{"type":"entity","name":"test_driven_insights_relations","entityType":"learnings","observations":["Tests revealed need for whitespace normalization","Edge cases drove file format decisions","SQLAlchemy model access safer than raw queries","Fixtures reduced test setup complexity","File verification as important as database checks","Testing both memory model and storage format","Test categories ensure comprehensive coverage"]}
{"type":"entity","name":"relation_service_patterns","entityType":"patterns","observations":["Use Entity objects in API","Serialize to IDs for storage","Maintain file as source of truth","Keep file format human-readable","Handle circular references in serialization","Use repository pattern for database","Clear error hierarchies"]}
{"type":"entity","name":"packaging_learnings","entityType":"technical_learnings","observations":["When using pytest-mock, traditional pip install works more reliably than uv sync","Package discovery behavior can differ between uv and pip","Clean venv with pip install is a reliable fallback for dependency issues","Package installation location might differ between uv and pip","Dependencies in pyproject.toml dev section work reliably with pip install -e .[dev]"]}
{"type":"entity","name":"Recent_Implementation_Progress","entityType":"progress_update","observations":["Successfully split services.py into modular structure under services/","Created __init__.py, entity_service.py, observation_service.py, relation_service.py","Fixed pytest-mock installation issues by using pip install -e .[dev] instead of uv sync","Improved test structure with minimal mocking - only used for error testing","Implemented relation service with Entity-based API","Achieved good test coverage across services","File operations are only mocked when testing error conditions","Services follow filesystem-as-source-of-truth pattern"]}
{"type":"entity","name":"Next_Steps","entityType":"project_tasks","observations":["Consider adding more relation service tests","Potentially expand relations features","Look for opportunities to improve test coverage","Consider documenting package management preferences (pip vs uv)","Consider adding integration tests for services","Review and possibly expand error handling cases"]}
{"type":"entity","name":"Development_Practices","entityType":"process","observations":["Favor real operations over mocks in tests","Only mock for error condition testing","Use pip install -e .[dev] for reliable dev dependency installation","Maintain modular service structure","Keep filesystem as source of truth","Use Entity objects in service APIs instead of IDs","Validate both file and database state in tests"]}
{"type":"entity","name":"MCP_Resources","entityType":"Concept","observations":["Stateful objects in Model Context Protocol","Enable persistent access to capabilities"]}
{"type":"entity","name":"MCP_Server_Implementation","entityType":"Technical_Design","observations":["Inherits from mcp.server.Server base class","Tools are implemented as async methods","Each tool method maps directly to a function available to the AI","Tools can request user input via Prompts","Simple function call interface rather than explicit resource management","State management handled by server instance","Returns serialized data using model_dump() for consistency"]}
{"type":"entity","name":"MCP_Tools","entityType":"Protocol_Feature","observations":["Defined as async methods on server class","Return values must match tool definition schema","Can maintain state between invocations via server instance","Tools can prompt for user input when needed","No need for explicit Resource objects in implementation"]}
{"type":"entity","name":"Basic_Memory_MCP","entityType":"Implementation","observations":["Uses MemoryService for core operations","Implements project selection via prompts","Maintains project context across tool invocations","Maps directly to memory graph operations","Handles serialization of Pydantic models"]}
{"type":"entity","name":"Basic_Memory_Testing","entityType":"Testing_Design","observations":["Needs pytest for async testing","Should isolate filesystem operations for tests","Needs to handle MCP server lifecycle in tests","Should test both service layer and MCP interface","Will need mocks for project paths and file operations"]}
{"type":"entity","name":"Memory_Service_Tests","entityType":"Test_Suite","observations":["Should test entity creation with observations","Should test relation creation between entities","Should verify proper ID generation and model validation","Should test deletion cascading","Should test search functionality","Must verify proper serialization of entities and relations"]}
{"type":"entity","name":"MCP_Server_Tests","entityType":"Test_Suite","observations":["Should test project initialization workflow","Should test prompt handling","Should verify tool input/output formats","Should test error cases and validation","Must verify proper serialization in tool responses"]}
{"type":"entity","name":"Memory_Service_Refactoring","entityType":"Technical_Task","observations":["MemoryService uses create() but EntityService might expect create_entity()","MemoryService assumes get_by_name() but EntityService might use different method","Need to verify deletion method signatures","Need to check if search interface matches","Should verify observation handling matches ObservationService interface","RelationService methods need verification","EntityService.create_entity takes name, type, and optional observations directly, not an Entity object","EntityService requires project_path and entity_repo in constructor","ObservationService.add_observation takes Entity object and content string, not raw data","RelationService.create_relation takes Entity objects directly, not dict data","All services follow filesystem-as-source-of-truth pattern with DB indexing","All services handle database synchronization internally","Services expect Path objects for filesystem operations"]}
{"type":"entity","name":"Service_Interface_Audit","entityType":"Technical_Task","observations":["Need to review all existing service interfaces","Document current method signatures","Map discrepancies between MemoryService assumptions and actual interfaces","Check return types and error handling patterns","Review transaction/atomicity requirements","Method signatures need alignment: create vs create_entity etc","Need to handle DB repositories in service constructors","File operations should use project_path consistently","Need to maintain filesystem-as-source-of-truth pattern","Should handle database synchronization at service level","Error handling should align with existing patterns","Consider making MemoryService handle DB indexing consistently"]}
{"type":"entity","name":"Memory_Service_Patterns","entityType":"Technical_Pattern","observations":["Uses inner async functions to encapsulate operation logic","Leverages list comprehensions with async functions for parallel operations","Each operation follows a consistent pattern: validate, update DB, write file","Inner functions make the code more readable and maintainable","Operations can run in parallel when using list comprehensions with async functions"]}
{"type":"entity","name":"Pydantic_Create_Pattern","entityType":"Technical_Pattern","observations":["Separate Create models match the exact shape of incoming data","Provides clear contract for MCP tool inputs","Handles validation of raw input data","Converts cleanly to domain models via from_create methods","Maintains separation between external API format and internal models","Similar to FastAPI request model pattern","Allows camelCase in API while using snake_case internally"]}
{"type":"entity","name":"Basic_Memory_Business","entityType":"Business_Model","observations":["Core system is open source and free","Local-first, giving users data control","Professional features could be licensed","Enterprise support and customization services","Potential for MCP tool marketplace"]}
{"type":"entity","name":"MCP_Marketplace","entityType":"Business_Concept","observations":["Could host verified MCP tools for different use cases","Tools rated by performance and reliability","Marketplace takes percentage of tool usage fees","Enterprise tool verification and security scanning","Custom tool development services","Integration support for existing tools"]}
{"type":"entity","name":"Persistence_Of_Vision","entityType":"Concept","observations":["Mental model for continuous AI-human interaction","Like cinema: 24fps creates illusion of smooth motion","Basic-memory provides 'frames' of structured knowledge","Current state: Better than flipbook, not yet digital cinema","Goal: Achieve smoother cognitive continuity between interactions","Proposed by Drew as metaphor for AI conversation continuity"]}
{"type":"entity","name":"Conversation_Continuity_Pattern","entityType":"Usage_Pattern","observations":["Use basic-memory entity/relation schema for conversations","Each chat becomes an entity with observations for key points","Relations link to discussed concepts and other chats","Uses zettelkasten format IDs for natural ordering","Can be used as template/recipe for others","Future possibility: Git SHA integration for versioning"]}
{"type":"entity","name":"Usage_Recipes","entityType":"Feature_Concept","observations":["Predefined patterns users can follow or adapt","Could include conversation tracking recipe","Templates for different knowledge management styles","Shows practical applications of the generic schema","Helps users get started with the system"]}
{"type":"entity","name":"Chat_References","entityType":"Technical_Feature","observations":["Uses ref:* syntax to reference previous conversations","Combines reference semantics with pointer symbolism","Format: ref:*{zettelkasten-id}","Allows explicit context loading between chats","Inspired by C++ references and pointers","Provides memory-model-like access to conversation context","Uses ref:// URI format following MCP Resource pattern","Could support multiple reference schemes (chat/entity/concept)","Makes reference semantics explicit and unambiguous","Aligns with standard URI formatting"]}
{"type":"entity","name":"Chat_Reference_Protocol","entityType":"Technical_Specification","observations":["Uses URI format: ref://basic-memory/chat/[id]","Follows MCP Resource pattern: [protocol]://[host]/[path]","Enables explicit context loading between chats","Can support multiple resource types (chat/entity/concept)","Provides standardized way to reference previous conversations","Example: ref://basic-memory/chat/20240307-drew-ab12ef34"]}
{"type":"entity","name":"20240307-chat-reference-protocol","entityType":"conversation","observations":["Developed ref:// URI format for chat references","Added Chat Reference Protocol to prompt instructions","Discussed implementation of chat continuation","Created complete prompt instructions document","Reference format follows MCP Resource pattern","Reviewed and confirmed complete prompt instructions","Ready to test ref://basic-memory/chat/20240307-chat-reference-protocol in new chat"]}
{"type":"entity","name":"20240307-chat-reference-protocol-test","entityType":"conversation","observations":["First implementation test of chat reference protocol","Testing continuation from 20240307-chat-reference-protocol","Focused on practical implementation of ref:// URI format"]}
{"type":"entity","name":"Write_File_Tool_Usage","entityType":"Tool_Usage_Pattern","observations":["Never use placeholders like '# Rest of...' when writing files - must include complete file content","File content must be complete and valid - partial updates will truncate the file","If showing partial changes, should inform human and let them handle the file write","write_file tool replaces entire file contents - cannot do partial updates","Code files especially must be complete and valid to avoid breaking functionality","Always read_file before write_file to understand current state","Using write_file without reading first risks reverting recent changes","Pattern should be: read current state, make modifications, then write if needed","Especially important in collaborative development where files may have been updated"]}
{"type":"entity","name":"Run_Tests_Tool_Request","entityType":"Feature_Request","observations":["Need to add a tool enabling Claude to run tests locally","Would help with direct validation of code changes","Current workaround: Claude has to ask human to run tests","Should support running specific test functions (e.g. pytest tests/test_memory_service.py::test_create_relations)","Would improve iterative development workflow between human and AI"]}
{"type":"entity","name":"SQLAlchemy_Async_Loading_Pattern","entityType":"Technical_Pattern","observations":["Use selectinload() instead of lazy loading when accessing SQLAlchemy relationships in async code","Lazy loading doesn't work with async due to greenlet context requirements","selectinload performs a single efficient query with an IN clause","Pattern used in basic-memory's EntityRepository for loading relations","Documented in find_by_id method with thorough explanation","Alternative approaches: joinedload (single JOIN query) or subqueryload (subquery approach)","Benefits: prevents 'MissingGreenlet' errors, reduces N+1 query problems","Key insight: load all needed relationships upfront in async code","Example use: selectinload(Entity.outgoing_relations)"]}
{"type":"entity","name":"20241207-sqlalchemy-async-pattern","entityType":"conversation","observations":["Fixed SQLAlchemy async relationship loading issues","Implemented selectinload pattern in EntityRepository","Updated find_by_id to eager load relations","Added documentation about the pattern","Created knowledge graph entry about SQLAlchemy async loading","Fixed failing tests by properly loading relations in memory_service","Discussed SQLAlchemy relationship loading best practices"]}
{"type":"entity","name":"20241207-memory-service-relations","entityType":"conversation","observations":["Fixed SQLAlchemy async loading with selectinload pattern","Updated find_by_id in EntityRepository to eager load relations","Discovered create_relations works but returns empty list","Verified relations are being stored correctly in memory.json","Next step: Work on MemoryService.add_observations implementation","Improved understanding of MCP memory storage format through debugging"]}
{"type":"entity","name":"add_observations_implementation_plan","entityType":"technical_plan","observations":["Follow pattern from create_entity and create_relation methods","File operations first (read & write) - filesystem is source of truth","Database updates in parallel","Simplify current implementation","Current flow is:"," - First read entities and create observations"," - Write files in parallel"," - Update DB indexes sequentially","Key tests needed:"," - Adding observations to multiple entities"," - Verifying filesystem state first"," - Verifying database state"," - Error cases for missing entities"," - Error cases for file operations"]}
{"type":"entity","name":"MCP_Reference_Integration","entityType":"feature_idea","observations":["Can be implemented as a Model Context Protocol integration similar to the fetch tool","Would provide structured way to pass chat references to Claude","Could handle ref:// URL format systematically","Integration would fetch context from referenced chats and inject into conversation","Observed from Claude Desktop UI showing MCP integration pattern with fetch tool","Would be more robust than passing references in chat text"]}
{"type":"entity","name":"Project_Priorities","entityType":"roadmap","observations":["P1: Dogfooding basic-memory system instead of JSON memory store","Future: Implement MCP-based reference system"]}
{"type":"entity","name":"great_observation_loading_saga_20241207","entityType":"debugging_session","observations":["Occurred on December 7, 2024 while debugging basic-memory SQLAlchemy relationship loading","Issue: selectinload() wasn't properly loading relationships in async SQLAlchemy context","Tried multiple solutions: explicit joins, manual loading, various SQLAlchemy loading strategies","Final solution: Using session.refresh() with explicit relationship names","Memorable quote: 'The Great Observation Loading Saga'","Key learning: Sometimes the obvious SQLAlchemy patterns need adaptation for async contexts","Solution preserved in basic-memory repository in EntityRepository.find_by_id()"]}
{"type":"entity","name":"basic_memory_implementation_20241208","entityType":"technical_milestone","observations":["Fixed async SQLAlchemy relationship loading issues by using explicit refresh with relationship names","Established pattern of relationship handling belonging in MemoryService not EntityService","Fixed ID generation flow through Pydantic schemas to DB layer","Standardized error handling using EntityNotFoundError","All 32 tests passing with 70% coverage","Core services (Entity, Observation, Relation) working properly","Ready for MCP server implementation","Notable debugging session: The Great Observation Loading Saga - resolved lazy loading issues","Established clear separation between MemoryService orchestration and individual service responsibilities"]}
{"type":"entity","name":"MCP_Dependency_Risk","entityType":"technical_lesson","observations":["Experienced disruption when MCP npm package disappeared - 'leftpad moment'","Need to ensure basic-memory tools are resilient to external dependency issues","Local implementation of MCP server provides better stability than npm packages","Important to maintain control of critical infrastructure components","Validates DIY/local-first philosophy of basic-memory project","Package manager fragility revealed by simple 'npx @modelcontextprotocol/server-memory' failure"]}
{"type":"entity","name":"basic_memory_project_20241208","entityType":"technical_milestone","observations":["Core MCP server implementation completed with tools: create_entities, search_nodes, open_nodes, add_observations, create_relations, delete_entities, delete_observations","ProjectConfig and dependency injection pattern established","Test framework in place with in-memory DB support","Support for both camelCase (MCP) and snake_case (internal) formats","Filesystem remains source of truth with SQLite as index","Two-way sync pattern identified between Claude MCP tools and direct markdown file editing","Ready for Claude Desktop integration testing phase","Next steps identified: passing tests, markdown format definition, file change tracking, real-world testing","Implementation prioritizes local-first principles with filesystem as source of truth"]}
{"type":"entity","name":"basic_memory_mcp_architecture","entityType":"technical_design","observations":["MemoryServer class extends MCP Server with custom handler registration","Uses ProjectConfig for clean dependency injection and configuration","Memory service can be injected for testing","Handlers exposed as instance attributes for testing","Tool schemas leverage existing Pydantic models"]}
{"type":"entity","name":"basic_memory_sync_considerations","entityType":"design_insight","observations":["Need to handle sync between direct markdown file edits and DB index","Watch for file system changes as potential future enhancement","Consider index rebuild patterns on startup","Keep human-friendly markdown format for direct editing"]}
{"type":"entity","name":"mcp_server_learnings","entityType":"developer_insight","observations":["MCP protocol is new and documentation is still evolving","Test patterns are not well established yet in example implementations","Supporting both camelCase and snake_case helps with protocol/internal compatibility","Server.handle_* naming convention is important for handler registration"]}
{"type":"entity","name":"20241208-mcp-tool-refactoring","entityType":"conversation","observations":["Decision to return structured data via EmbeddedResource instead of TextContent string parsing","Plan to create Pydantic result models (CreateEntitiesResult, SearchNodesResult etc)","Will use application/vnd.basic-memory+json as MIME type for our structured data","Currently debugging test issues with add_observations tool","Entity ID vs name resolution needed in add_observations","Goal is to make tools more joyful to use by eliminating string parsing","MCP spec supports EmbeddedResource for structured data returns"]}
{"type":"entity","name":"Basic Memory MCP Server Implementation","entityType":"technical_notes","observations":["Server implements Model Context Protocol using proper structured data responses","Uses EmbeddedResource with custom MIME type 'application/vnd.basic-memory+json'","Clean separation between input validation and handlers via Pydantic models","All tool operations return structured data through create_response helper","Type safety with Literal types for tool names and proper typing for handlers","Handler registry pattern with TOOL_HANDLERS dictionary","Consistent error handling pattern using MCP error codes","Uses Pydantic ConfigDict for proper ORM integration","Tool schemas organized into Input and Response types","Input validation with Annotated types for extra constraints","Response models consistently use from_attributes=True for ORM data","Entity ID generation moved to model validator on EntityBase","Follows principle of making common operations easy and safe"]}
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+5 -3
View File
@@ -30,10 +30,11 @@ dependencies = [
"alembic>=1.14.1",
"pillow>=11.1.0",
"pybars3>=0.9.7",
"fastmcp>=2.3.4",
"fastmcp>=2.10.2",
"pyjwt>=2.10.1",
"python-dotenv>=1.1.0",
"pytest-aio>=1.9.0",
"aiofiles>=24.1.0", # Async file I/O
]
@@ -52,7 +53,7 @@ build-backend = "hatchling.build"
[tool.pytest.ini_options]
pythonpath = ["src", "tests"]
addopts = "--cov=basic_memory --cov-report term-missing -ra -q"
addopts = "--cov=basic_memory --cov-report term-missing"
testpaths = ["tests"]
asyncio_mode = "strict"
asyncio_default_fixture_loop_scope = "function"
@@ -71,6 +72,7 @@ dev-dependencies = [
"pytest-asyncio>=0.24.0",
"pytest-xdist>=3.0.0",
"ruff>=0.1.6",
"freezegun>=1.5.5",
]
[tool.hatch.version]
@@ -123,4 +125,4 @@ omit = [
]
[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."
@@ -0,0 +1,156 @@
---
title: 'SPEC-1: Specification-Driven Development Process'
type: spec
permalink: specs/spec-1-specification-driven-development-process
tags:
- process
- specification
- development
- meta
---
# SPEC-1: Specification-Driven Development Process
## Why
We're implementing specification-driven development to solve the complexity and circular refactoring issues in our web development process.
Instead of getting lost in framework details and type gymnastics, we start with clear specifications that drive implementation.
The default approach of adhoc development with AI agents tends to result in:
- Circular refactoring cycles
- Fighting framework complexity
- Lost context between sessions
- Unclear requirements and scope
## What
This spec defines our process for using basic-memory as the specification engine to build basic-memory-cloud.
We're creating a recursive development pattern where basic-memory manages the specs that drive the development of basic-memory-cloud.
**Affected Areas:**
- All future component development
- Architecture decisions
- Agent collaboration workflows
- Knowledge management and context preservation
## How (High Level)
### Specification Structure
Name: Spec names should be numbered sequentially, followed by a description eg. `SPEC-X - Simple Description.md`.
See: [[Spec-2: Slash Commands Reference]]
Every spec is a complete thought containing:
- **Why**: The reasoning and problem being solved
- **What**: What is affected or changed
- **How**: High-level approach to implementation
- **How to Evaluate**: Testing/validation procedure
- Additional context as needed
### Living Specification Format
Specifications are **living documents** that evolve throughout implementation:
**Progress Tracking:**
- **Completed items**: Use ✅ checkmark emoji for implemented features
- **Pending items**: Use `- [ ]` GitHub-style checkboxes for remaining tasks
- **In-progress items**: Use `- [x]` when work is actively underway
**Status Philosophy:**
- **Avoid static status headers** like "COMPLETE" or "IN PROGRESS" that become stale
- **Use checklists within content** to show granular implementation progress
- **Keep specs informative** while providing clear progress visibility
- **Update continuously** as understanding and implementation evolve
**Example Format:**
```markdown
### ComponentName
- ✅ Basic functionality implemented
- ✅ Props and events defined
- - [ ] Add sorting controls
- - [ ] Improve accessibility
- - [x] Currently implementing responsive design
```
This creates **git-friendly progress tracking** where `[ ]` easily becomes `[x]` or ✅ when completed, and specs remain valuable throughout the development lifecycle.
## Claude Code
We will leverage Claude Code capabilities to make the process semi-automated.
- Slash commands: define repeatable steps in the process (create spec, implement, review, etc)
- Agents: define roles to carry out instructions (front end developer, baskend developer, etc)
- MCP tools: enable agents to implement specs via actions (write code, test, etc)
### Workflow
1. **Create**: Write spec as complete thought in `/specs` folder
2. **Discuss**: Iterate and refine through agent collaboration
3. **Implement**: Hand spec to appropriate specialist agent
4. **Validate**: Review implementation against spec criteria
5. **Document**: Update spec with learnings and decisions
### Slash Commands
Claude slash commands are used to manage the flow.
These are simple instructions to help make the process uniform.
They can be updated and refined as needed.
- `/spec create [name]` - Create new specification
- `/spec status` - Show current spec states
- `/spec implement [name]` - Hand to appropriate agent
- `/spec review [name]` - Validate implementation
### Agent Orchestration
Agents are defined with clear roles, for instance:
- **system-architect**: Creates high-level specs, ADRs, architectural decisions
- **vue-developer**: Component specs, UI patterns, frontend architecture
- **python-developer**: Implementation specs, technical details, backend logic
-
- Each agent reads/updates specs through basic-memory tools.
## How to Evaluate
### Success Criteria
- Specs provide clear, actionable guidance for implementation
- Reduced circular refactoring and scope creep
- Persistent context across development sessions
- Clean separation between "what/why" and implementation details
- Specs record a history of what happened and why for historical context
### Testing Procedure
1. Create a spec for an existing problematic component
2. Have an agent implement following only the spec
3. Compare result quality and development speed vs. ad-hoc approach
4. Measure context preservation across sessions
5. Evaluate spec clarity and completeness
### Metrics
- Time from spec to working implementation
- Number of refactoring cycles required
- Agent understanding of requirements
- Spec reusability for similar components
## Notes
- Start simple: specs are just complete thoughts, not heavy processes
- Use basic-memory's knowledge graph to link specs, decisions, components
- Let the process evolve naturally based on what works
- Focus on solving the actual problem: Manage complexity in development
## Observations
- [problem] Web development without clear goals and documentation circular refactoring cycles #complexity
- [solution] Specification-driven development reduces scope creep and context loss #process-improvement
- [pattern] basic-memory as specification engine creates recursive development loop #meta-development
- [workflow] Five-step process: Create → Discuss → Implement → Validate → Document #methodology
- [tool] Slash commands provide uniform process automation #automation
- [agent-pattern] Three specialized agents handle different implementation domains #specialization
- [success-metric] Time from spec to working implementation measures process efficiency #measurement
- [learning] Process should evolve naturally based on what works in practice #adaptation
- [format] Living specifications use checklists for progress tracking instead of static status headers #documentation
- [evolution] Specs evolve throughout implementation maintaining value as working documents #continuous-improvement
## Relations
- spec [[Spec-2: Slash Commands Reference]]
- spec [[Spec-3: Agent Definitions]]
@@ -0,0 +1,245 @@
---
title: 'SPEC-11: Basic Memory API Performance Optimization'
type: spec
permalink: specs/spec-11-basic-memory-api-performance-optimization
tags:
- performance
- api
- mcp
- database
- cloud
---
# SPEC-11: Basic Memory API Performance Optimization
## Why
The Basic Memory API experiences significant performance issues in cloud environments due to expensive per-request initialization. MCP tools making
HTTP requests to the API suffer from 350ms-2.6s latency overhead **before** any actual operation occurs.
**Root Cause Analysis:**
- GitHub Issue #82 shows repeated initialization sequences in logs (16:29:35 and 16:49:58)
- Each MCP tool call triggers full database initialization + project reconciliation
- `get_engine_factory()` dependency calls `db.get_or_create_db()` on every request
- `reconcile_projects_with_config()` runs expensive sync operations repeatedly
**Performance Impact:**
- Database connection setup: ~50-100ms per request
- Migration checks: ~100-500ms per request
- Project reconciliation: ~200ms-2s per request
- **Total overhead**: ~350ms-2.6s per MCP tool call
This creates compounding effects with tenant auto-start delays and increases timeout risk in cloud deployments.
Github issue: https://github.com/basicmachines-co/basic-memory-cloud/issues/82
## What
This optimization affects the **core basic-memory repository** components:
1. **API Lifespan Management** (`src/basic_memory/api/app.py`)
- Cache database connections in app state during startup
- Avoid repeated expensive initialization
2. **Dependency Injection** (`src/basic_memory/deps.py`)
- Modify `get_engine_factory()` to use cached connections
- Eliminate per-request database setup
3. **Initialization Service** (`src/basic_memory/services/initialization.py`)
- Add caching/throttling to project reconciliation
- Skip expensive operations when appropriate
4. **Configuration** (`src/basic_memory/config.py`)
- Add optional performance flags for cloud environments
**Backwards Compatibility**: All changes must be backwards compatible with existing CLI and non-cloud usage.
## How (High Level)
### Phase 1: Cache Database Connections (Critical - 80% of gains)
**Problem**: `get_engine_factory()` calls `db.get_or_create_db()` per request
**Solution**: Cache database engine/session in app state during lifespan
1. **Modify API Lifespan** (`api/app.py`):
```python
@asynccontextmanager
async def lifespan(app: FastAPI):
app_config = ConfigManager().config
await initialize_app(app_config)
# Cache database connection in app state
engine, session_maker = await db.get_or_create_db(app_config.database_path)
app.state.engine = engine
app.state.session_maker = session_maker
# ... rest of startup logic
```
2. Modify Dependency Injection (deps.py):
```python
async def get_engine_factory(
request: Request
) -> tuple[AsyncEngine, async_sessionmaker[AsyncSession]]:
"""Get cached engine and session maker from app state."""
return request.app.state.engine, request.app.state.session_maker
```
Phase 2: Optimize Project Reconciliation (Secondary - 20% of gains)
Problem: reconcile_projects_with_config() runs expensive sync repeatedly
Solution: Add module-level caching with time-based throttling
1. Add Reconciliation Cache (services/initialization.py):
```ptyhon
_project_reconciliation_completed = False
_last_reconciliation_time = 0
async def reconcile_projects_with_config(app_config, force=False):
# Skip if recently completed (within 60 seconds) unless forced
if recently_completed and not force:
return
# ... existing logic
```
Phase 3: Cloud Environment Flags (Optional)
Problem: Force expensive initialization in production environments
Solution: Add skip flags for cloud/stateless deployments
1. Add Config Flag (config.py):
skip_initialization_sync: bool = Field(default=False)
2. Configure in Cloud (basic-memory-cloud integration):
BASIC_MEMORY_SKIP_INITIALIZATION_SYNC=true
How to Evaluate
Success Criteria
1. Performance Metrics (Primary):
- MCP tool response time reduced by 50%+ (measure before/after)
- Database connection overhead eliminated (0ms vs 50-100ms)
- Migration check overhead eliminated (0ms vs 100-500ms)
- Project reconciliation overhead reduced by 90%+
2. Load Testing:
- Concurrent MCP tool calls maintain performance
- No memory leaks in cached connections
- Database connection pool behaves correctly
3. Functional Correctness:
- All existing API endpoints work identically
- MCP tools maintain full functionality
- CLI operations unaffected
- Database migrations still execute properly
4. Backwards Compatibility:
- No breaking changes to existing APIs
- Config changes are optional with safe defaults
- Non-cloud deployments work unchanged
Testing Strategy
Performance Testing:
# Before optimization
time basic-memory-mcp-tools write_note "test" "content" "folder"
# Measure: ~1-3 seconds
# After optimization
time basic-memory-mcp-tools write_note "test" "content" "folder"
# Target: <500ms
Load Testing:
# Multiple concurrent MCP tool calls
for i in {1..10}; do
basic-memory-mcp-tools search "test" &
done
wait
# Verify: No degradation, consistent response times
Regression Testing:
# Full basic-memory test suite
just test
# All tests must pass
# Integration tests with cloud deployment
# Verify MCP gateway → API → database flow works
Validation Checklist
- Phase 1 Complete: Database connections cached, dependency injection optimized
- Performance Benchmark: 50%+ improvement in MCP tool response times
- Memory Usage: No leaks in cached connections over 24h+ periods
- Stress Testing: 100+ concurrent requests maintain performance
- Backwards Compatibility: All existing functionality preserved
- Documentation: Performance optimization documented in README
- Cloud Integration: basic-memory-cloud sees performance benefits
## Implementation Status ✅ COMPLETED
**Implementation Date**: 2025-09-26
**Branch**: `feature/spec-11-api-performance-optimization`
**Commit**: `771f60b`
### ✅ Phase 1: Database Connection Caching - IMPLEMENTED
**Files Modified:**
- `src/basic_memory/api/app.py` - Added database connection caching in app.state
- `src/basic_memory/deps.py` - Updated get_engine_factory() to use cached connections
- `src/basic_memory/config.py` - Added skip_initialization_sync configuration flag
**Implementation Details:**
1. **API Lifespan Caching**: Database engine and session_maker cached in app.state during startup
2. **Dependency Injection Optimization**: get_engine_factory() now returns cached connections instead of calling get_or_create_db()
3. **Project Reconciliation Removal**: Eliminated expensive reconcile_projects_with_config() from API startup
4. **CLI Fallback Preserved**: Non-API contexts continue to work with fallback database initialization
### ✅ Performance Validation - ACHIEVED
**Live Testing Results** (2025-09-26 14:03-14:09):
| Operation | Before | After | Improvement |
|-----------|--------|-------|-------------|
| `read_note` | 350ms-2.6s | **20ms** | **95-99% faster** |
| `edit_note` | 350ms-2.6s | **218ms** | **75-92% faster** |
| `search_notes` | 350ms-2.6s | **<500ms** | **Responsive** |
| `list_memory_projects` | N/A | **<100ms** | **Fast** |
**Key Achievements:**
- ✅ **95-99% improvement** in read operations (primary workflow)
- ✅ **75-92% improvement** in edit operations
- ✅ **Zero overhead** for project switching
- ✅ **Database connection overhead eliminated** (0ms vs 50-100ms)
- ✅ **Project reconciliation delays removed** from API requests
- ✅ **<500ms target achieved** for all operations except write (which includes file sync)
### ✅ Backwards Compatibility - MAINTAINED
- All existing functionality preserved
- CLI operations unaffected
- Fallback for non-API contexts maintained
- No breaking changes to existing APIs
- Optional configuration with safe defaults
### ✅ Testing Validation - PASSED
- Integration tests passing
- Type checking clear
- Linting checks passed
- Live testing with real MCP tools successful
- Multi-project workflows validated
- Rapid project switching validated
## Notes
Implementation Priority:
- ✅ Phase 1 COMPLETED: Database connection caching provides 95%+ performance gains
- ⚪ Phase 2 NOT NEEDED: Project reconciliation removal achieved the goals
- ⚪ Phase 3 INCLUDED: skip_initialization_sync flag added
Risk Mitigation:
- ✅ All changes backwards compatible implemented
- ✅ Gradual implementation successful (Phase 1 → validation)
- ✅ Easy rollback via configuration flags available
Cloud Integration:
- ✅ This optimization directly addresses basic-memory-cloud issue #82
- ✅ Changes in core basic-memory will benefit all cloud tenants
- ✅ No changes needed in basic-memory-cloud itself
**Result**: SPEC-11 performance optimizations successfully implemented and validated. The 95-99% improvement in MCP tool response times exceeds the original 50-80% target, providing exceptional performance gains for cloud deployments and local usage.
File diff suppressed because it is too large Load Diff
@@ -0,0 +1,210 @@
---
title: 'SPEC-14: Cloud Git Versioning & GitHub Backup'
type: spec
permalink: specs/spec-14-cloud-git-versioning
tags:
- git
- github
- backup
- versioning
- cloud
related:
- specs/spec-9-multi-project-bisync
- specs/spec-9-follow-ups-conflict-sync-and-observability
status: deferred
---
# SPEC-14: Cloud Git Versioning & GitHub Backup
**Status: DEFERRED** - Postponed until multi-user/teams feature development. Using S3 versioning (SPEC-9.1) for v1 instead.
## Why Deferred
**Original goals can be met with simpler solutions:**
- Version history → **S3 bucket versioning** (automatic, zero config)
- Offsite backup → **Tigris global replication** (built-in)
- Restore capability → **S3 version restore** (`bm cloud restore --version-id`)
- Collaboration → **Deferred to teams/multi-user feature** (not v1 requirement)
**Complexity vs value trade-off:**
- Git integration adds: committer service, puller service, webhooks, LFS, merge conflicts
- Risk: Loop detection between Git ↔ rclone bisync ↔ local edits
- S3 versioning gives 80% of value with 5% of complexity
**When to revisit:**
- Teams/multi-user features (PR-based collaboration workflow)
- User requests for commit messages and branch-based workflows
- Need for fine-grained audit trail beyond S3 object metadata
---
## Original Specification (for reference)
## Why
Early access users want **transparent version history**, easy **offsite backup**, and a familiar **restore/branching** workflow. Git/GitHub integration would provide:
- Auditable history of every change (who/when/why)
- Branches/PRs for review and collaboration
- Offsite private backup under the user's control
- Escape hatch: users can always `git clone` their knowledge base
**Note:** These goals are now addressed via S3 versioning (SPEC-9.1) for single-user use case.
## Goals
- **Transparent**: Users keep using Basic Memory; Git runs behind the scenes.
- **Private**: Push to a **private GitHub repo** that the user owns (or tenant org).
- **Reliable**: No data loss, deterministic mapping of filesystem ↔ Git.
- **Composable**: Plays nicely with SPEC9 bisync and upcoming conflict features (SPEC9 FollowUps).
**NonGoals (for v1):**
- Finegrained perfile encryption in Git history (can be layered later).
- Large media optimization beyond Git LFS defaults.
## User Stories
1. *As a user*, I connect my GitHub and choose a private backup repo.
2. *As a user*, every change I make in cloud (or via bisync) is **committed** and **pushed** automatically.
3. *As a user*, I can **restore** a file/folder/project to a prior version.
4. *As a power user*, I can **git pull/push** directly to collaborate outside the app.
5. *As an admin*, I can enforce repo ownership (tenant org) and leastprivilege scopes.
## Scope
- **In scope:** Full repo backup of `/app/data/` (all projects) with optional selective subpaths.
- **Out of scope (v1):** Partial shallow mirrors; encrypted Git; crossprovider SCM (GitLab/Bitbucket).
## Architecture
### Topology
- **Authoritative working tree**: `/app/data/` (bucket mount) remains the source of truth (SPEC9).
- **Bare repo** lives alongside: `/app/git/${tenant}/knowledge.git` (serverside).
- **Mirror remote**: `github.com/<owner>/<repo>.git` (private).
```mermaid
flowchart LR
A[/Users & Agents/] -->|writes/edits| B[/app/data/]
B -->|file events| C[Committer Service]
C -->|git commit| D[(Bare Repo)]
D -->|push| E[(GitHub Private Repo)]
E -->|webhook (push)| F[Puller Service]
F -->|git pull/merge| D
D -->|checkout/merge| B
```
### Services
- **Committer Service** (daemon):
- Watches `/app/data/` for changes (inotify/poll)
- Batches changes (debounce e.g. 25s)
- Writes `.bmmeta` (if present) into commit message trailer (see FollowUps)
- `git add -A && git commit -m "chore(sync): <summary>
BM-Meta: <json>"`
- Periodic `git push` to GitHub mirror (configurable interval)
- **Puller Service** (webhook target):
- Receives GitHub webhook (push) → `git fetch`
- **Fastforward** merges to `main` only; reject nonFF unless policy allows
- Applies changes back to `/app/data/` via clean checkout
- Emits sync events for Basic Memory indexers
### Auth & Security
- **GitHub App** (recommended): minimal scopes: `contents:read/write`, `metadata:read`, webhook.
- Tenantscoped installation; repo created in user account or tenant org.
- Tokens stored in KMS/secret manager; rotated automatically.
- Optional policy: allow only **FF merges** on `main`; nonFF requires PR.
### Repo Layout
- **Monorepo** (default): one repo per tenant mirrors `/app/data/` with subfolders per project.
- Optional multirepo mode (later): one repo per project.
### File Handling
- Honor `.gitignore` generated from `.bmignore.rclone` + BM defaults (cache, temp, state).
- **Git LFS** for large binaries (images, media) — auto track by extension/size threshold.
- Normalize newline + Unicode (aligns with FollowUps).
### Conflict Model
- **Primary concurrency**: SPEC9 FollowUps (`.bmmeta`, conflict copies) stays the first line of defense.
- **Git merges** are a **secondary** mechanism:
- Server only automerges **text** conflicts when trivial (FF or clean 3way).
- Otherwise, create `name (conflict from <branch>, <ts>).md` and surface via events.
### Data Flow vs Bisync
- Bisync (rclone) continues between local sync dir ↔ bucket.
- Git sits **cloudside** between bucket and GitHub.
- On **pull** from GitHub → files written to `/app/data/` → picked up by indexers & eventually by bisync back to users.
## CLI & UX
New commands (cloud mode):
- `bm cloud git connect` — Launch GitHub App installation; create private repo; store installation id.
- `bm cloud git status` — Show connected repo, last push time, last webhook delivery, pending commits.
- `bm cloud git push` — Manual push (rarely needed).
- `bm cloud git pull` — Manual pull/FF (admin only by default).
- `bm cloud snapshot -m "message"` — Create a tagged pointintime snapshot (git tag).
- `bm restore <path> --to <commit|tag>` — Restore file/folder/project to prior version.
Settings:
- `bm config set git.autoPushInterval=5s`
- `bm config set git.lfs.sizeThreshold=10MB`
- `bm config set git.allowNonFF=false`
## Migration & Backfill
- On connect, if repo empty: initial commit of entire `/app/data/`.
- If repo has content: require **onetime import** path (clone to staging, reconcile, choose direction).
## Edge Cases
- Massive deletes: gated by SPEC9 `max_delete` **and** Git prepush hook checks.
- Case changes and rename detection: rely on git rename heuristics + FollowUps move hints.
- Secrets: default ignore common secret patterns; allow custom deny list.
## Telemetry & Observability
- Emit `git_commit`, `git_push`, `git_pull`, `git_conflict` events with correlation IDs.
- `bm sync --report` extended with Git stats (commit count, delta bytes, push latency).
## Phased Plan
### Phase 0 — Prototype (1 sprint)
- Server: bare repo init + simple committer (batch every 10s) + manual GitHub token.
- CLI: `bm cloud git connect --token <PAT>` (devonly)
- Success: edits in `/app/data/` appear in GitHub within 30s.
### Phase 1 — GitHub App & Webhooks (12 sprints)
- Switch to GitHub App installs; create private repo; store installation id.
- Committer hardened (debounce 25s, backoff, retries).
- Puller service with webhook → FF merge → checkout to `/app/data/`.
- LFS autotrack + `.gitignore` generation.
- CLI surfaces status + logs.
### Phase 2 — Restore & Snapshots (1 sprint)
- `bm restore` for file/folder/project with dryrun.
- `bm cloud snapshot` tags + list/inspect.
- Policy: PRonly nonFF, admin override.
### Phase 3 — Selective & MultiRepo (nicetohave)
- Include/exclude projects; optional perproject repos.
- Advanced policies (branch protections, required reviews).
## Acceptance Criteria
- Changes to `/app/data/` are committed and pushed automatically within configurable interval (default ≤5s).
- GitHub webhook pull results in updated files in `/app/data/` (FFonly by default).
- LFS configured and functioning; large files don't bloat history.
- `bm cloud git status` shows connected repo and last push/pull times.
- `bm restore` restores a file/folder to a prior commit with a clear audit trail.
- Endtoend works alongside SPEC9 bisync without loops or data loss.
## Risks & Mitigations
- **Loop risk (Git ↔ Bisync)**: Writes to `/app/data/` → bisync → local → user edits → back again. *Mitigation*: Debounce, commit squashing, idempotent `.bmmeta` versioning, and watch exclusion windows during pull.
- **Repo bloat**: Lots of binary churn. *Mitigation*: default LFS, size threshold, optional mediaonly repo later.
- **Security**: Token leakage. *Mitigation*: GitHub App with shortlived tokens, KMS storage, scoped permissions.
- **Merge complexity**: Nontrivial conflicts. *Mitigation*: prefer FF; otherwise conflict copies + events; require PR for nonFF.
## Open Questions
- Do we default to **monorepo** per tenant, or offer projectperrepo at connect time?
- Should `restore` write to a branch and open a PR, or directly modify `main`?
- How do we expose Git history in UI (timeline view) without users dropping to CLI?
## Appendix: Sample Config
```json
{
"git": {
"enabled": true,
"repo": "https://github.com/<owner>/<repo>.git",
"autoPushInterval": "5s",
"allowNonFF": false,
"lfs": { "sizeThreshold": 10485760 }
}
}
```
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---
title: 'SPEC-2: Slash Commands Reference'
type: spec
permalink: specs/spec-2-slash-commands-reference
tags:
- commands
- process
- reference
---
# SPEC-2: Slash Commands Reference
This document defines the slash commands used in our specification-driven development process.
## /spec create [name]
**Purpose**: Create a new specification document
**Usage**: `/spec create notes-decomposition`
**Process**:
1. Create new spec document in `/specs` folder
2. Use SPEC-XXX numbering format (auto-increment)
3. Include standard spec template:
- Why (reasoning/problem)
- What (affected areas)
- How (high-level approach)
- How to Evaluate (testing/validation)
4. Tag appropriately for knowledge graph
5. Link to related specs/components
**Template**:
```markdown
# SPEC-XXX: [Title]
## Why
[Problem statement and reasoning]
## What
[What is affected or changed]
## How (High Level)
[Approach to implementation]
## How to Evaluate
[Testing/validation procedure]
## Notes
[Additional context as needed]
```
## /spec status
**Purpose**: Show current status of all specifications
**Usage**: `/spec status`
**Process**:
1. Search all specs in `/specs` folder
2. Display table showing:
- Spec number and title
- Status (draft, approved, implementing, complete)
- Assigned agent (if any)
- Last updated
- Dependencies
## /spec implement [name]
**Purpose**: Hand specification to appropriate agent for implementation
**Usage**: `/spec implement SPEC-002`
**Process**:
1. Read the specified spec
2. Analyze requirements to determine appropriate agent:
- Frontend components → vue-developer
- Architecture/system design → system-architect
- Backend/API → python-developer
3. Launch agent with spec context
4. Agent creates implementation plan
5. Update spec with implementation status
## /spec review [name]
**Purpose**: Review implementation against specification criteria
**Usage**: `/spec review SPEC-002`
**Process**:
1. Read original spec and "How to Evaluate" section
2. Examine current implementation
3. Test against success criteria
4. Document gaps or issues
5. Update spec with review results
6. Recommend next actions (complete, revise, iterate)
## Command Extensions
As the process evolves, we may add:
- `/spec link [spec1] [spec2]` - Create dependency links
- `/spec archive [name]` - Archive completed specs
- `/spec template [type]` - Create spec from template
- `/spec search [query]` - Search spec content
## References
- Claude Slash commands: https://docs.anthropic.com/en/docs/claude-code/slash-commands
## Creating a command
Commands are implemented as Claude slash commands:
Location in repo: .claude/commands/
In the following example, we create the /optimize command:
```bash
# Create a project command
mkdir -p .claude/commands
echo "Analyze this code for performance issues and suggest optimizations:" > .claude/commands/optimize.md
```
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---
title: 'SPEC-3: Agent Definitions'
type: spec
permalink: specs/spec-3-agent-definitions
tags:
- agents
- roles
- process
---
# SPEC-3: Agent Definitions
This document defines the specialist agents used in our specification-driven development process.
## system-architect
**Role**: High-level system design and architectural decisions
**Responsibilities**:
- Create architectural specifications and ADRs
- Analyze system-wide impacts and trade-offs
- Design component interfaces and data flow
- Evaluate technical approaches and patterns
- Document architectural decisions and rationale
**Expertise Areas**:
- System architecture and design patterns
- Technology evaluation and selection
- Scalability and performance considerations
- Integration patterns and API design
- Technical debt and refactoring strategies
**Typical Specs**:
- System architecture overviews
- Component decomposition strategies
- Data flow and state management
- Integration and deployment patterns
## vue-developer
**Role**: Frontend component development and UI implementation
**Responsibilities**:
- Create Vue.js component specifications
- Implement responsive UI components
- Design component APIs and interfaces
- Optimize for performance and accessibility
- Document component usage and patterns
**Expertise Areas**:
- Vue.js 3 Composition API
- Nuxt 3 framework patterns
- shadcn-vue component library
- Responsive design and CSS
- TypeScript integration
- State management with Pinia
**Typical Specs**:
- Individual component specifications
- UI pattern libraries
- Responsive design approaches
- Component interaction flows
## python-developer
**Role**: Backend development and API implementation
**Responsibilities**:
- Create backend service specifications
- Implement APIs and data processing
- Design database schemas and queries
- Optimize performance and reliability
- Document service interfaces and behavior
**Expertise Areas**:
- FastAPI and Python web frameworks
- Database design and operations
- API design and documentation
- Authentication and security
- Performance optimization
- Testing and validation
**Typical Specs**:
- API endpoint specifications
- Database schema designs
- Service integration patterns
- Performance optimization strategies
## Agent Collaboration Patterns
### Handoff Protocol
1. Agent receives spec through `/spec implement [name]`
2. Agent reviews spec and creates implementation plan
3. Agent documents progress and decisions in spec
4. Agent hands off to another agent if cross-domain work needed
5. Final agent updates spec with completion status
### Communication Standards
- All agents update specs through basic-memory MCP tools
- Document decisions and trade-offs in spec notes
- Link related specs and components
- Preserve context for future reference
### Quality Standards
- Follow existing codebase patterns and conventions
- Write tests that validate spec requirements
- Document implementation choices
- Consider maintainability and extensibility
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---
title: 'SPEC-5: CLI Cloud Upload via WebDAV'
type: spec
permalink: specs/spec-5-cli-cloud-upload-via-webdav
tags:
- cli
- webdav
- upload
- migration
- poc
---
# SPEC-5: CLI Cloud Upload via WebDAV
## Why
Existing basic-memory users need a simple migration path to basic-memory-cloud. The web UI drag-and-drop approach outlined in GitHub issue #59, while user-friendly, introduces significant complexity for a proof-of-concept:
- Complex web UI components for file upload and progress tracking
- Browser file handling limitations and CORS complexity
- Proxy routing overhead for large file transfers
- Authentication integration across multiple services
A CLI-first approach solves these issues by:
- **Leveraging existing infrastructure**: Both cloud CLI and tenant API already exist with WorkOS JWT authentication
- **Familiar user experience**: Basic-memory users are CLI-comfortable and expect command-line tools
- **Direct connection efficiency**: Bypassing the MCP gateway/proxy for bulk file transfers
- **Rapid implementation**: Building on existing `CLIAuth` and FastAPI foundations
The fundamental problem is migration friction - users have local basic-memory projects but no path to cloud tenants. A simple CLI upload command removes this barrier immediately.
## What
This spec defines a CLI-based project upload system using WebDAV for direct tenant connections.
**Affected Areas:**
- `apps/cloud/src/basic_memory_cloud/cli/main.py` - Add upload command to existing CLI
- `apps/api/src/basic_memory_cloud_api/main.py` - Add WebDAV endpoints to tenant FastAPI
- Authentication flow - Reuse existing WorkOS JWT validation
- File transfer protocol - WebDAV for cross-platform compatibility
**Core Components:**
### CLI Upload Command
```bash
basic-memory-cloud upload <project-path> --tenant-url https://basic-memory-{tenant}.fly.dev
```
### WebDAV Server Endpoints
- `GET/PUT/DELETE /webdav/*` - Standard WebDAV operations on tenant file system
- Authentication via existing JWT validation
- File operations preserve timestamps and directory structure
### Authentication Flow
```
1. User runs `basic-memory-cloud login` (existing)
2. CLI stores WorkOS JWT token (existing)
3. Upload command reads JWT from storage
4. WebDAV requests include JWT in Authorization header
5. Tenant API validates JWT using existing middleware
```
## How (High Level)
### Implementation Strategy
**Phase 1: CLI Command**
- Add `upload` command to existing Typer app
- Reuse `CLIAuth` class for token management
- Implement WebDAV client using `webdavclient3` or similar
- Rich progress bars for transfer feedback
**Phase 2: WebDAV Server**
- Add WebDAV endpoints to existing tenant FastAPI app
- Leverage existing `get_current_user` dependency for authentication
- Map WebDAV operations to tenant file system
- Preserve file modification times using `os.utime()`
**Phase 3: Integration**
- Direct connection bypasses MCP gateway and proxy
- Simple conflict resolution: overwrite existing files
- Error handling: fail fast with clear error messages
### Technical Architecture
```
basic-memory-cloud CLI → WorkOS JWT → Direct WebDAV → Tenant FastAPI
Tenant File System
```
**Key Libraries:**
- CLI: `webdavclient3` for WebDAV client operations
- API: `wsgidav` or FastAPI-compatible WebDAV server
- Progress: `rich` library (already imported in CLI)
- Auth: Existing WorkOS JWT infrastructure
### WebDAV Protocol Choice
WebDAV provides:
- **Cross-platform clients**: Native support in most operating systems
- **Standardized protocol**: Well-defined for file operations
- **HTTP-based**: Works with existing FastAPI and JWT auth
- **Library support**: Good Python libraries for both client and server
### POC Constraints
**Simplifications for rapid implementation:**
- **Known tenant URLs**: Assume `https://basic-memory-{tenant}.fly.dev` format
- **Upload only**: No download or bidirectional sync
- **Overwrite conflicts**: No merge or conflict resolution prompting
- **No fallbacks**: Fail fast if WebDAV connection issues occur
- **Direct connection only**: No proxy fallback mechanism
## How to Evaluate
### Success Criteria
**Functional Requirements:**
- [ ] Transfer complete basic-memory project (100+ files) in < 30 seconds
- [ ] Preserve directory structure exactly as in source project
- [ ] Preserve file modification timestamps for proper sync behavior
- [ ] Rich progress bars show real-time transfer status (files/MB transferred)
- [ ] WorkOS JWT authentication validates correctly on WebDAV endpoints
- [ ] Direct tenant connection bypasses MCP gateway successfully
**Quality Requirements:**
- [ ] Clear error messages for authentication failures
- [ ] Graceful handling of network interruptions
- [ ] CLI follows existing command patterns and help text standards
- [ ] WebDAV endpoints integrate cleanly with existing FastAPI app
**Performance Requirements:**
- [ ] File transfer speed > 1MB/s on typical connections
- [ ] Memory usage remains reasonable for large projects
- [ ] No timeout issues with 500+ file projects
### Testing Procedure
**Unit Testing:**
1. CLI command parsing and argument validation
2. WebDAV client connection and authentication
3. File timestamp preservation during transfer
4. JWT token validation on WebDAV endpoints
**Integration Testing:**
1. End-to-end upload of test project
2. Direct tenant connection without proxy
3. File integrity verification after upload
4. Progress tracking accuracy during transfer
**User Experience Testing:**
1. Upload existing basic-memory project from local installation
2. Verify uploaded files appear correctly in cloud tenant
3. Confirm basic-memory database rebuilds properly with uploaded files
4. Test CLI help text and error message clarity
### Validation Commands
**Setup:**
```bash
# Login to WorkOS
basic-memory-cloud login
# Upload project
basic-memory-cloud upload ~/my-notes --tenant-url https://basic-memory-test.fly.dev
```
**Verification:**
```bash
# Check tenant health and file count via API
curl -H "Authorization: Bearer $JWT" https://basic-memory-test.fly.dev/health
curl -H "Authorization: Bearer $JWT" https://basic-memory-test.fly.dev/notes/search
```
### Performance Benchmarks
**Target metrics for 100MB basic-memory project:**
- Transfer time: < 30 seconds
- Memory usage: < 100MB during transfer
- Progress updates: Every 1MB or 10 files
- Authentication time: < 2 seconds
## Observations
- [implementation-speed] CLI approach significantly faster than web UI for POC development #rapid-prototyping
- [user-experience] Basic-memory users already comfortable with CLI tools #user-familiarity
- [architecture-benefit] Direct connection eliminates proxy complexity and latency #performance
- [auth-reuse] Existing WorkOS JWT infrastructure handles authentication cleanly #code-reuse
- [webdav-choice] WebDAV protocol provides cross-platform compatibility and standard libraries #protocol-selection
- [poc-scope] Simple conflict handling and error recovery sufficient for proof-of-concept #scope-management
- [migration-value] Removes primary barrier for local users migrating to cloud platform #business-value
## Relations
- depends_on [[SPEC-1: Specification-Driven Development Process]]
- enables [[GitHub Issue #59: Web UI Upload Feature]]
- uses [[WorkOS Authentication Integration]]
- builds_on [[Existing Cloud CLI Infrastructure]]
- builds_on [[Existing Tenant API Architecture]]
@@ -0,0 +1,486 @@
---
title: 'SPEC-6: Explicit Project Parameter Architecture'
type: spec
permalink: specs/spec-6-explicit-project-parameter-architecture
tags:
- architecture
- mcp
- project-management
- stateless
---
# SPEC-6: Explicit Project Parameter Architecture
## Why
The current session-based project management system has critical reliability issues:
1. **Session State Fragility**: Claude iOS mobile client fails to maintain consistent session IDs across MCP tool calls, causing project switching to silently fail (Issue #74)
2. **Scaling Limitations**: Redis-backed session state creates single-point-of-failure and prevents horizontal scaling
3. **Client Compatibility**: Session tracking works inconsistently across different MCP clients (web, mobile, API)
4. **Hidden Complexity**: Users cannot see or understand "current project" state, leading to confusion when operations execute in wrong projects
5. **Silent Failures**: Operations appear successful but execute in unintended projects, risking data integrity
Evidence from production logs shows each MCP tool call from mobile client receives different session IDs:
```
create_memory_project: session_id=12cdfc24913b48f8b680ed4b2bfdb7ba
switch_project: session_id=050a69275d98498cbdd227cdb74d9740
list_directory: session_id=85f3483014af4136a5d435c76ded212f
```
Related Github issue: https://github.com/basicmachines-co/basic-memory-cloud/issues/75
## Status
**Current Status**: **Phase 1 Implementation Complete**
**Target**: Fix Claude iOS session ID consistency issues
**Draft PR**: https://github.com/basicmachines-co/basic-memory/pull/298
### 🎉 **MAJOR MILESTONE ACHIEVED**
The complete stateless architecture has been successfully implemented for Basic Memory's MCP server! This represents a **fundamental architectural improvement** that solves the Claude iOS compatibility issue while making the entire system more robust and predictable.
#### Implementation Summary:
- **16 files modified** with 582 additions and 550 deletions
- **All 17 MCP tools** converted to stateless architecture
- **147 tests updated** across 5 test files (100% passing)
- **Complete session state removal** from core MCP tools
- **Enhanced error handling** and security validations preserved
### Progress Summary
✅ **Complete Stateless Architecture Implementation (All 17 tools)**
- Stateless `get_active_project()` function implemented and deployed
- All session state dependencies removed across entire MCP server
- All MCP tools require explicit `project` parameter as first argument
✅ **Content Management Tools Complete (6/6 tools)**
- `write_note`, `read_note`, `delete_note`, `edit_note`
- `view_note`, `read_content`
✅ **Knowledge Graph Navigation Tools Complete (3/3 tools)**
- `build_context`, `recent_activity`, `list_directory`
✅ **Search & Discovery Tools Complete (1/1 tools)**
- `search_notes`
✅ **Visualization Tools Complete (1/1 tools)**
- `canvas`
✅ **Project Management Cleanup Complete**
- Removed `switch_project` and `get_current_project` tools ✅
- Updated `set_default_project` to remove activate parameter ✅
✅ **Comprehensive Testing Complete (157 tests)**
- All test suites updated to use stateless architecture (147 existing tests)
- Single project constraint mode integration tests (10 new tests)
- 100% test pass rate across all tool test files
- Security validations preserved and working
- Error handling comprehensive and user-friendly
✅ **Documentation & Examples Complete**
- All tool docstrings updated with stateless examples
- Project parameter usage clearly documented
- Error handling and security behavior documented
✅ **Enhanced Discovery Mode Complete**
- `recent_activity` tool supports dual-mode operation (discovery vs project-specific)
- ProjectActivitySummary schema provides cross-project insights
- Recent activity prompt updated to support both modes
- Comprehensive project distribution statistics and most active project tracking
✅ **Single Project Constraint Mode Complete**
- `--project` CLI parameter for MCP server constraint
- Environment variable control (`BASIC_MEMORY_MCP_PROJECT`)
- Automatic project override in `get_active_project()` function
- Project management tools disabled in constrained mode with helpful CLI guidance
- Comprehensive integration test suite (10 tests covering all constraint scenarios)
## What
Transform Basic Memory from stateful session-based to stateless explicit project parameter architecture:
### Core Changes
1. **Mandatory Project Parameter**: All MCP tools require explicit `project` parameter
2. **Remove Session State**: Eliminate Redis, session middleware, and `switch_project` tool
3. **Stateless HTTP**: Enable `stateless_http=True` for horizontal scaling
4. **Enhanced Context Discovery**: Improve `recent_activity` to show project distribution
5. **Clear Response Format**: All tool responses display target project information
Implementation Approach
- Each tool will directly accept the project parameter
- Remove all calls to context-based project retrieval
- Validate project exists before operations
- Clear error messages when project not found
- Backward compatibility: Initially keep optional parameter, then make required
### Affected MCP Tools
**Content Management** (require project parameter):
- `write_note(project, title, content, folder)`
- `read_note(project, identifier)`
- `edit_note(project, identifier, operation, content)`
- `delete_note(project, identifier)`
- `view_note(project, identifier)`
- `read_content(project, path)`
**Knowledge Graph Navigation** (require project parameter):
- `build_context(project, url, timeframe, depth, max_related)`
- `list_directory(project, dir_name, depth, file_name_glob)`
- `search_notes(project, query, search_type, types, entity_types)`
**Search & Discovery** (use project parameter for specific project or none for discovery):
- `recent_activity(project, timeframe, depth, max_related)`
**Visualization** (require project parameter):
- `canvas(project, nodes, edges, title, folder)`
**Project Management** (unchanged - already stateless):
- `list_memory_projects()`
- `create_memory_project(project_name, project_path, set_default)`
- `delete_project(project_name)`
- `get_current_project()` - Remove this tool
- `switch_project(project_name)` - Remove this tool
- `set_default_project(project_name, activate)` - Remove activate parameter
## How (High Level)
### Phase 1: Basic Memory Core (basic-memory repository)
#### MCP Tool Updates
Phase 1: Core Changes
1. Update project_context.py
- [x] Make project parameter mandatory for get_active_project()
- [x] Remove session state handling
2. Update Content Management Tools (6 tools)
- [x] write_note: Make project parameter required, not optional
- [x] read_note: Make project parameter required
- [x] edit_note: Add required project parameter
- [x] delete_note: Add required project parameter
- [x] view_note: Add required project parameter
- [x] read_content: Add required project parameter
3. Update Knowledge Graph Navigation Tools (3 tools)
- [x] build_context: Add required project parameter
- [x] recent_activity: Make project parameter required
- [x] list_directory: Add required project parameter
4. Update Search & Visualization Tools (2 tools)
- [x] search_notes: Add required project parameter
- [x] canvas: Add required project parameter
5. Update Project Management Tools
- [x] Remove switch_project tool completely
- [x] Remove get_current_project tool completely
- [x] Update set_default_project to remove activate parameter
- [x] Keep list_memory_projects, create_memory_project, delete_project unchanged
6. Enhance recent_activity Response
- [x] Add project distribution info showing activity across all projects
- [x] Include project usage stats in response
- [x] Implement ProjectActivitySummary for discovery mode
- [x] Add dual-mode functionality (discovery vs project-specific)
7. Update Tool Documentation
- [x] Update write_note docstring with stateless architecture examples
- [x] Update read_note docstring with project parameter examples
- [x] Update delete_note docstring with comprehensive usage guidance
- [x] Update all remaining tool docstrings with project parameter examples
8. Update Tool Responses
- [x] Add clear project indicator to all tool responses across all tools
- [x] Format: "project: {project_name}" in response metadata
- [x] Add project metadata footer for LLM awareness
- [x] Update all tool responses to include project indicators
9. Comprehensive Testing
- [x] Update all write_note tests to use stateless architecture (34 tests passing)
- [x] Update all edit_note tests to use stateless architecture (17 tests passing)
- [x] Update all view_note tests to use stateless architecture (12 tests passing)
- [x] Update all search_notes tests to use stateless architecture (16 tests passing)
- [x] Update all move_note tests to use stateless architecture (31 tests passing)
- [x] Update all delete_note tests to use stateless architecture
- [x] Verify direct function call compatibility (bypassing MCP layer)
- [x] Test security validation with project parameters
- [x] Validate error handling for non-existent projects
- [x] **Total: 157 tests updated and passing (100% success rate)**
- [x] **147 existing tests** updated for stateless architecture
- [x] **10 new tests** for single project constraint mode
### Phase 1.5: Default Project Mode Enhancement
#### Problem
While the stateless architecture solves reliability issues, it introduces UX friction for single-project users (estimated 80% of usage) who must specify the project parameter in every tool call.
#### Solution: Default Project Mode
Add optional `default_project_mode` configuration that allows single-project users to have the simplicity of implicit project selection while maintaining the reliability of stateless architecture.
#### Configuration
```json
{
"default_project": "main",
"default_project_mode": true // NEW: Auto-use default_project when not specified
}
```
#### Implementation Details
1. **Config Enhancement** (`src/basic_memory/config.py`)
- Add `default_project_mode: bool = Field(default=False)`
- Preserves backward compatibility (defaults to false)
2. **Project Resolution Logic** (`src/basic_memory/mcp/project_context.py`)
Three-tier resolution hierarchy:
- Priority 1: CLI `--project` constraint (BASIC_MEMORY_MCP_PROJECT env var)
- Priority 2: Explicit project parameter in tool call
- Priority 3: `default_project` if `default_project_mode=true` and no project specified
3. **Assistant Guide Updates** (`src/basic_memory/mcp/resources/ai_assistant_guide.md`)
- Detect `default_project_mode` at runtime
- Provide mode-specific instructions to LLMs
- In default mode: "All operations use project 'main' automatically"
- In regular mode: Current project discovery guidance
4. **Tool Parameter Handling** (all MCP tools)
- Make project parameter Optional[str] = None
- Add resolution logic: `project = project or get_default_project()`
- Maintain explicit project override capability
#### Usage Modes Summary
- **Regular Mode**: Multi-project users, assistant tracks project per conversation
- **Default Project Mode**: Single-project users, automatic default project
- **Constrained Mode**: CLI --project flag, locked to specific project
#### Testing Requirements
- Integration test for default_project_mode=true with missing parameters
- Test explicit project override in default_project_mode
- Test mode=false requires explicit parameters
- Test CLI constraint overrides default_project_mode
Phase 2: Testing & Validation
8. Update Tests
- [x] Modify all MCP tool tests to pass required project parameter
- [x] Remove tests for deleted tools (switch_project, get_current_project)
- [x] Add tests for project parameter validation
- [x] **Complete: All 147 tests across 5 test files updated and passing**
#### Enhanced recent_activity Response
```json
{
"recent_notes": [...],
"project_activity": {
"research-project": {
"operations": 5,
"last_used": "30 minutes ago",
"recent_folders": ["experiments", "findings"]
},
"work-notes": {
"operations": 2,
"last_used": "2 hours ago",
"recent_folders": ["meetings", "planning"]
}
},
"total_projects": 3
}
```
#### Response Format Updates
```
✓ Note created successfully
Project: research-project
File: experiments/Neural Network Results.md
Permalink: research-project/neural-network-results
```
### Phase 2: Cloud Service Simplification (basic-memory-cloud repository)
#### Remove Session Infrastructure
1. Delete `apps/mcp/src/basic_memory_cloud_mcp/middleware/session_state.py`
2. Delete `apps/mcp/src/basic_memory_cloud_mcp/middleware/session_logging.py`
3. Update `apps/mcp/src/basic_memory_cloud_mcp/main.py`:
```python
# Remove session middleware
# server.add_middleware(SessionStateMiddleware)
# Enable stateless HTTP
mcp = FastMCP(name="basic-memory-mcp", stateless_http=True)
```
#### Deployment Simplification
1. Remove Redis from `fly.toml`
2. Remove Redis environment variables
3. Update health checks to not depend on Redis
### Phase 3: Conversational Project Management
#### Claude Behavior Pattern
1. **Project Discovery**:
```
Claude: Let me check your recent activity...
[calls recent_activity() - no project needed for discovery]
I see you've been working in:
- research-project (5 operations, 30 min ago)
- work-notes (2 operations, 2 hours ago)
Which project should I use for this operation?
```
2. **Context Maintenance**:
```
User: Use research-project
Claude: Working in research-project.
[All subsequent operations use project="research-project"]
```
3. **Explicit Project Switching**:
```
User: Check work-notes for that meeting summary
Claude: Let me search work-notes for the meeting summary.
[Uses project="work-notes" for specific operation]
```
## How to Evaluate
### Success Criteria
#### 1. Functional Completeness
- [x] All MCP tools accept required `project` parameter
- [x] All MCP tools validate project exists before execution
- [x] `switch_project` and `get_current_project` tools removed
- [x] All responses display target project clearly
- [ ] No Redis dependencies in deployment (Phase 2: Cloud Service)
- [x] `recent_activity` shows project distribution with ProjectActivitySummary
#### 2. Cross-Client Compatibility Testing
Test identical operations across all clients:
- [ ] **Claude Desktop**: All operations work with explicit projects
- [ ] **Claude Code**: All operations work with explicit projects
- [ ] **Claude Mobile iOS**: All operations work with explicit projects
- [ ] **API clients**: All operations work with explicit projects
- [ ] **CLI tools**: All operations work with explicit projects
#### 3. Session Independence Verification
- [ ] Operations work identically with/without session tracking
- [ ] No behavioral differences between clients
- [ ] Mobile client session ID changes do not affect operations
- [ ] Redis can be completely removed without functional impact
#### 4. Performance & Scaling
- [ ] `stateless_http=True` enabled successfully
- [ ] No Redis memory usage
- [ ] Horizontal scaling possible (multiple MCP instances)
- [ ] Response times unchanged or improved
#### 5. User Experience Testing
**Project Discovery Flow**:
- [x] `recent_activity()` provides useful project context
- [x] Claude can intelligently suggest projects based on activity
- [x] Project switching is explicit and clear in conversation
**Error Handling**:
- [x] Clear error messages for non-existent projects
- [x] Helpful suggestions when project parameter missing
- [x] No silent failures or wrong-project operations
**Response Clarity**:
- [x] Every operation clearly shows target project
- [x] Users always know which project is being operated on
- [x] No confusion about "current project" state
#### 6. Migration Safety
- [ ] Backward compatibility period with optional project parameter
- [ ] Clear migration documentation for existing users
- [ ] Data integrity maintained during transition
- [ ] No data loss during migration
### Test Scenarios
#### Core Functionality Test
```bash
# Test all tools work with explicit project
write_note(project="test-proj", title="Test", content="Content", folder="docs")
read_note(project="test-proj", identifier="Test")
edit_note(project="test-proj", identifier="Test", operation="append", content="More")
search_notes(project="test-proj", query="Content")
list_directory(project="test-proj", dir_name="docs")
delete_note(project="test-proj", identifier="Test")
```
#### Cross-Client Consistency Test
Run identical test sequence on:
1. Claude Desktop
2. Claude Code
3. Claude Mobile iOS
4. API client
5. CLI tools
Verify all clients:
- Accept explicit project parameters
- Return identical responses
- Show same project information
- Have no session dependencies
#### Session Independence Test
1. Monitor session IDs during operations
2. Verify operations work with changing session IDs
3. Confirm Redis removal doesn't affect functionality
4. Test with multiple concurrent clients
### Acceptance Criteria
**Must Have**:
- All MCP tools require and use explicit project parameter
- No session state dependencies remain
- Universal client compatibility achieved
- Clear project information in all responses
**Should Have**:
- Enhanced `recent_activity` with project distribution
- Smooth migration path for existing users
- Improved performance with stateless architecture
**Could Have**:
- Smart project suggestions based on content/context
- Project shortcuts for common operations
- Advanced project analytics in responses
## Notes
### Breaking Changes
This is a **breaking change** that requires:
- All MCP clients to pass project parameter
- Migration of existing workflows
- Update of all documentation and examples
### Implementation Order
1. **basic-memory core** - Update MCP tools to accept project parameter (optional initially)
2. **Testing** - Verify all clients work with explicit projects
3. **Cloud service** - Remove session infrastructure
4. **Migration** - Make project parameter mandatory
5. **Cleanup** - Remove deprecated tools and middleware
### Related Issues
- Fixes #74 (Claude iOS session state bug)
- Implements #75 (Mandatory project parameter architecture)
- Enables future horizontal scaling
- Simplifies multi-tenant architecture
### Dependencies
- Requires coordination between basic-memory and basic-memory-cloud repositories
- Needs client-side updates for smooth transition
- Documentation updates across all materials
@@ -0,0 +1,193 @@
---
title: 'SPEC-7: POC to spike Tigris/Turso for local access to cloud data'
type: spec
permalink: specs/spec-7-poc-tigris-turso-local-access-cloud-data
tags:
- poc
- tigris
- turso
- cloud-storage
- architecture
- proof-of-concept
---
# SPEC-7: POC to spike Tigris/Turso for local access to cloud data
## Why
Current basic-memory-cloud architecture uses Fly volumes for tenant file storage, which creates several limitations:
1. **Storage Scalability**: Fly volumes require pre-provisioning and don't auto-scale with usage
2. **Cost Model**: Volume pricing vs object storage pricing may be less favorable at scale
3. **Local Development**: No way for users to mount their cloud tenant files locally for real-time editing
4. **Multi-Region**: Volumes are region-locked, limiting global deployment flexibility
5. **Backup/Disaster Recovery**: Object storage provides better durability and replication options
The core insight is that Basic Memory requires POSIX filesystem semantics but could benefit from object storage durability and accessibility. By combining:
- **Tigris object storage** for file persistence (via rclone mount)
- **Turso/libSQL** for SQLite indexing (replacing local .db files)
We could enable a revolutionary user experience: **local editing of cloud-stored files** while maintaining Basic Memory's existing filesystem assumptions.
## What
This specification defines a proof-of-concept to validate the technical feasibility of the Tigris/Turso architecture for basic-memory-cloud tenants.
**Affected Areas:**
- **Storage Architecture**: Replace Fly volumes with Tigris object storage
- **Database Architecture**: Replace local SQLite with Turso remote database
- **Container Setup**: Add rclone mounting in tenant containers
- **Local Development**: Enable local mounting of cloud tenant data
- **Basic Memory Core**: Validate unchanged operation over mounted filesystems
**Key Components:**
- **Tigris Storage**: S3-compatible object storage via Fly.io integration
- **rclone NFS Mount**: Native NFS mounting without FUSE dependencies
- **Turso Database**: Hosted libSQL for SQLite replacement
- **Single-Tenant Model**: One bucket + one database per tenant (simplified isolation)
## How (High Level)
### Phase 1: Local POC Validation
- [ ] Set up Tigris bucket with test data
- [ ] Configure rclone NFS mount locally
- [ ] Test Basic Memory operations over mounted filesystem
- [ ] Measure performance characteristics and identify issues
- [ ] Validate file watching, sync operations, and concurrent access patterns
### Phase 2: Database Migration
- [ ] Set up Turso account and test database
- [ ] Modify Basic Memory to accept external DATABASE_URL
- [ ] Test all operations with remote SQLite via Turso
- [ ] Validate performance and functionality parity
### Phase 3: Container Integration
- [ ] Create container image with rclone + NFS support
- [ ] Implement tenant-specific credential management
- [ ] Test container startup with automatic mounting
- [ ] Validate isolation between tenant containers
### Phase 4: Local Access Validation
- [ ] Test local rclone mounting of tenant data
- [ ] Validate real-time file editing experience
- [ ] Test conflict resolution and sync behavior
- [ ] Measure latency impact on user experience
### Architecture Overview
```
Local Development:
┌─────────────────┐ ┌─────────────────┐ ┌─────────────────┐
│ Local rclone │───▶│ Tigris Bucket │◀───│ Tenant Container│
│ NFS Mount │ │ (S3 storage) │ │ rclone mount │
└─────────────────┘ └─────────────────┘ └─────────────────┘
│ │
▼ ▼
┌─────────────────┐ ┌─────────────────┐
│ Basic Memory │ │ Basic Memory │
│ (local files) │ │ (mounted files) │
└─────────────────┘ └─────────────────┘
│ │
▼ ▼
┌─────────────────┐ ┌─────────────────┐
│ Turso Database │◀───────────────────────────│ Turso Database │
│ (shared index) │ │ (shared index) │
└─────────────────┘ └─────────────────┘
```
## How to Evaluate
### Success Criteria
- [ ] **Filesystem Compatibility**: Basic Memory operates without modification over rclone-mounted Tigris storage
- [ ] **Performance Acceptable**: File operations complete within 2x local filesystem latency
- [ ] **Database Functionality**: All Basic Memory features work with Turso remote SQLite
- [ ] **Container Reliability**: Tenant containers start successfully with automatic mounting
- [ ] **Local Access**: Users can mount and edit cloud files locally with real-time sync
- [ ] **Data Isolation**: Tenant data remains properly isolated using bucket/database separation
### Testing Procedure
1. **Local Filesystem Test**:
```bash
# Mount Tigris bucket locally
rclone nfsmount tigris:test-bucket ~/tigris-test --vfs-cache-mode writes
# Run Basic Memory operations
cd ~/tigris-test && basic-memory sync --watch
# Test: create notes, search, file watching, bulk operations
```
2. **Database Migration Test**:
```bash
# Configure Turso connection
export DATABASE_URL="libsql://test-db.turso.io?authToken=..."
# Test all MCP tools with remote database
basic-memory tools # Test each tool functionality
```
3. **Container Integration Test**:
```dockerfile
# Test container with rclone mounting
FROM python:3.12
RUN apt-get update && apt-get install -y rclone nfs-common
# ... test startup and mounting process
```
4. **Performance Benchmarking**:
- File creation/read/write operations (target: <2x local latency)
- Search query performance (target: comparable to local SQLite)
- File watching responsiveness (target: events within 1-2 seconds)
- Concurrent operation handling
### Risk Assessment
**High Risk Items**:
- [ ] NFS-over-S3 performance may be insufficient for real-time operations
- [ ] File watching (`inotify`) over NFS may be unreliable
- [ ] Network interruptions could cause filesystem errors
- [ ] Concurrent access patterns might hit S3 rate limits
**Mitigation Strategies**:
- Comprehensive performance testing before committing to architecture
- Fallback plan to S3-native storage backend if filesystem approach fails
- Extensive error handling and retry logic for network issues
### Metrics to Track
- **Latency**: File operation response times (read/write/watch)
- **Reliability**: Success rate of file operations over time
- **Throughput**: Concurrent file operations and search queries
- **User Experience**: Perceived performance for local mounting use case
## Notes
### Key Architectural Decisions
- **Single tenant per bucket/database**: Simplifies isolation and credential management
- **Maintain POSIX compatibility**: Preserve Basic Memory's existing filesystem assumptions
- **NFS over FUSE**: Better compatibility and performance characteristics
- **Turso for SQLite**: Leverages specialized remote SQLite expertise
### Alternative Approaches Considered
- **S3-native storage backend**: Would require Basic Memory architecture changes
- **Hybrid approach**: Local files + cloud sync (adds complexity)
- **FUSE mounting**: More platform dependencies and kernel requirements
### Integration Points
- [ ] Fly.io Tigris integration for bucket provisioning
- [ ] Turso account setup and database provisioning
- [ ] Container image modifications for rclone support
- [ ] Credential management for tenant isolation
## Observations
- [architecture] Tigris/Turso split cleanly separates file storage from indexing concerns #storage-separation
- [user-experience] Local mounting of cloud files could be revolutionary for knowledge management #local-cloud-hybrid
- [compatibility] Maintaining POSIX filesystem assumptions preserves Basic Memory's local/cloud compatibility #architecture-preservation
- [simplification] Single tenant per bucket eliminates complex multi-tenancy in storage layer #tenant-isolation
- [risk] NFS-over-S3 performance characteristics are unproven for real-time operations #performance-risk
- [benefit] Object storage pricing model could be more favorable than volume pricing #cost-optimization
- [innovation] Real-time local editing of cloud-stored files addresses major SaaS limitation #competitive-advantage
## Relations
- implements [[SPEC-6 Explicit Project Parameter Architecture]]
- requires [[Fly.io Tigris Integration]]
- enables [[Local Cloud File Access]]
- alternative_to [[Fly Volume Storage]]
+886
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@@ -0,0 +1,886 @@
---
title: 'SPEC-8: TigrisFS Integration for Tenant API'
Date: September 22, 2025
Status: Phase 3.6 Complete - Tenant Mount API Endpoints Ready for CLI Implementation
Priority: High
Goal: Replace Fly volumes with Tigris bucket provisioning in production tenant API
permalink: spec-8-tigris-fs-integration
---
## Executive Summary
Based on SPEC-7 Phase 4 POC testing, this spec outlines productizing the TigrisFS/rclone implementation in the Basic Memory Cloud tenant API.
We're moving from proof-of-concept to production integration, replacing Fly volume storage with Tigris bucket-per-tenant architecture.
## Current Architecture (Fly Volumes)
### Tenant Provisioning Flow
```python
# apps/cloud/src/basic_memory_cloud/workflows/tenant_provisioning.py
async def provision_tenant_infrastructure(tenant_id: str):
# 1. Create Fly app
# 2. Create Fly volume ← REPLACE THIS
# 3. Deploy API container with volume mount
# 4. Configure health checks
```
### Storage Implementation
- Each tenant gets dedicated Fly volume (1GB-10GB)
- Volume mounted at `/app/data` in API container
- Local filesystem storage with Basic Memory indexing
- No global caching or edge distribution
## Proposed Architecture (Tigris Buckets)
### New Tenant Provisioning Flow
```python
async def provision_tenant_infrastructure(tenant_id: str):
# 1. Create Fly app
# 2. Create Tigris bucket with admin credentials ← NEW
# 3. Store bucket name in tenant record ← NEW
# 4. Deploy API container with TigrisFS mount using admin credentials
# 5. Configure health checks
```
### Storage Implementation
- Each tenant gets dedicated Tigris bucket
- TigrisFS mounts bucket at `/app/data` in API container
- Global edge caching and distribution
- Configurable cache TTL for sync performance
## Implementation Plan
### Phase 1: Bucket Provisioning Service
**✅ IMPLEMENTED: StorageClient with Admin Credentials**
```python
# apps/cloud/src/basic_memory_cloud/clients/storage_client.py
class StorageClient:
async def create_tenant_bucket(self, tenant_id: UUID) -> TigrisBucketCredentials
async def delete_tenant_bucket(self, tenant_id: UUID, bucket_name: str) -> bool
async def list_buckets(self) -> list[TigrisBucketResponse]
async def test_tenant_credentials(self, credentials: TigrisBucketCredentials) -> bool
```
**Simplified Architecture Using Admin Credentials:**
- Single admin access key with full Tigris permissions (configured in console)
- No tenant-specific IAM user creation needed
- Bucket-per-tenant isolation for logical separation
- Admin credentials shared across all tenant operations
**Integrate with Provisioning workflow:**
```python
# Update tenant_provisioning.py
async def provision_tenant_infrastructure(tenant_id: str):
storage_client = StorageClient(settings.aws_access_key_id, settings.aws_secret_access_key)
bucket_creds = await storage_client.create_tenant_bucket(tenant_id)
await store_bucket_name(tenant_id, bucket_creds.bucket_name)
await deploy_api_with_tigris(tenant_id, bucket_creds)
```
### Phase 2: Simplified Bucket Management
**✅ SIMPLIFIED: Admin Credentials + Bucket Names Only**
Since we use admin credentials for all operations, we only need to track bucket names per tenant:
1. **Primary Storage (Fly Secrets)**
```bash
flyctl secrets set -a basic-memory-{tenant_id} \
AWS_ACCESS_KEY_ID="{admin_access_key}" \
AWS_SECRET_ACCESS_KEY="{admin_secret_key}" \
AWS_ENDPOINT_URL_S3="https://fly.storage.tigris.dev" \
AWS_REGION="auto" \
BUCKET_NAME="basic-memory-{tenant_id}"
```
2. **Database Storage (Bucket Name Only)**
```python
# apps/cloud/src/basic_memory_cloud/models/tenant.py
class Tenant(BaseModel):
# ... existing fields
tigris_bucket_name: Optional[str] = None # Just store bucket name
tigris_region: str = "auto"
created_at: datetime
```
**Benefits of Simplified Approach:**
- No credential encryption/decryption needed
- Admin credentials managed centrally in environment
- Only bucket names stored in database (not sensitive)
- Simplified backup/restore scenarios
- Reduced security attack surface
### Phase 3: API Container Updates
**Update API container configuration:**
```dockerfile
# apps/api/Dockerfile
# Add TigrisFS installation
RUN curl -L https://github.com/tigrisdata/tigrisfs/releases/latest/download/tigrisfs-linux-amd64 \
-o /usr/local/bin/tigrisfs && chmod +x /usr/local/bin/tigrisfs
```
**Startup script integration:**
```bash
# apps/api/tigrisfs-startup.sh (already exists)
# Mount TigrisFS → Start Basic Memory API
exec python -m basic_memory_cloud_api.main
```
**Fly.toml environment (optimized for < 5s startup):**
```toml
# apps/api/fly.tigris-production.toml
[env]
TIGRISFS_MEMORY_LIMIT = '1024' # Reduced for faster init
TIGRISFS_MAX_FLUSHERS = '16' # Fewer threads for faster startup
TIGRISFS_STAT_CACHE_TTL = '30s' # Balance sync speed vs startup
TIGRISFS_LAZY_INIT = 'true' # Enable lazy loading
BASIC_MEMORY_HOME = '/app/data'
# Suspend optimization for wake-on-network
[machine]
auto_stop_machines = "suspend" # Faster than full stop
auto_start_machines = true
min_machines_running = 0
```
### Phase 4: Local Access Features
**CLI automation for local mounting:**
```python
# New CLI command: basic-memory cloud mount
async def setup_local_mount(tenant_id: str):
# 1. Fetch bucket credentials from cloud API
# 2. Configure rclone with scoped IAM policy
# 3. Mount via rclone nfsmount (macOS) or FUSE (Linux)
# 4. Start Basic Memory sync watcher
```
**Local mount configuration:**
```bash
# rclone config for tenant
rclone mount basic-memory-{tenant_id}: ~/basic-memory-{tenant_id} \
--nfs-mount \
--vfs-cache-mode writes \
--cache-dir ~/.cache/rclone/basic-memory-{tenant_id}
```
### Phase 5: TigrisFS Cache Sync Solutions
**Problem**: When files are uploaded via CLI/bisync, the tenant API container doesn't see them immediately due to TigrisFS cache (30s TTL) and lack of inotify events on mounted filesystems.
**Multi-Layer Solution:**
**Layer 1: API Sync Endpoint** (Immediate)
```python
# POST /sync - Force TigrisFS cache refresh
# Callable by CLI after uploads
subprocess.run(["sync", "fsync /app/data"], check=True)
```
**Layer 2: Tigris Webhook Integration** (Real-time)
https://www.tigrisdata.com/docs/buckets/object-notifications/#webhook
```python
# Webhook endpoint for bucket changes
@app.post("/webhooks/tigris/{tenant_id}")
async def handle_bucket_notification(tenant_id: str, event: TigrisEvent):
if event.eventName in ["OBJECT_CREATED_PUT", "OBJECT_DELETED"]:
await notify_container_sync(tenant_id, event.object.key)
```
**Layer 3: CLI Sync Notification** (User-triggered)
```bash
# CLI calls container sync endpoint after successful bisync
basic-memory cloud bisync # Automatically notifies container
curl -X POST https://basic-memory-{tenant-id}.fly.dev/sync
```
**Layer 4: Periodic Sync Fallback** (Safety net)
```python
# Background task: fsync /app/data every 30s as fallback
# Ensures eventual consistency even if other layers fail
```
**Implementation Priority:**
1. Layer 1 (API endpoint) - Quick testing capability
2. Layer 3 (CLI integration) - Improved UX
3. Layer 4 (Periodic fallback) - Safety net
4. Layer 2 (Webhooks) - Production real-time sync
## Performance Targets
### Sync Latency
- **Target**: < 5 seconds local→cloud→container
- **Configuration**: `TIGRISFS_STAT_CACHE_TTL = '5s'`
- **Monitoring**: Track sync metrics in production
### Container Startup
- **Target**: < 5 seconds including TigrisFS mount
- **Fast retry**: 0.5s intervals for mount verification
- **Fallback**: Container fails fast if mount fails
### Memory Usage
- **TigrisFS cache**: 2GB memory limit per container
- **Concurrent uploads**: 32 flushers max
- **VM sizing**: shared-cpu-2x (2048mb) minimum
## Security Considerations
### Bucket Isolation
- Each tenant has dedicated bucket
- IAM policies prevent cross-tenant access
- No shared bucket with subdirectories
### Credential Security
- Fly secrets for runtime access
- Encrypted database backup for disaster recovery
- Credential rotation capability
### Data Residency
- Tigris global edge caching
- SOC2 Type II compliance
- Encryption at rest and in transit
## Operational Benefits
### Scalability
- Horizontal scaling with stateless API containers
- Global edge distribution
- Better resource utilization
### Reliability
- No cold starts between tenants
- Built-in redundancy and caching
- Simplified backup strategy
### Cost Efficiency
- Pay-per-use storage pricing
- Shared infrastructure benefits
- Reduced operational overhead
## Risk Mitigation
### Data Loss Prevention
- Dual credential storage (Fly + database)
- Automated backup workflows to R2/S3
- Tigris built-in redundancy
### Performance Degradation
- Configurable cache settings per tenant
- Monitoring and alerting on sync latency
- Fallback to volume storage if needed
### Security Vulnerabilities
- Bucket-per-tenant isolation
- Regular credential rotation
- Security scanning and monitoring
## Success Metrics
### Technical Metrics
- Sync latency P50 < 5 seconds
- Container startup time < 5 seconds
- Zero data loss incidents
- 99.9% uptime per tenant
### Business Metrics
- Reduced infrastructure costs vs volumes
- Improved user experience with faster sync
- Enhanced enterprise security posture
- Simplified operational overhead
## Open Questions
1. **Tigris rate limits**: What are the API limits for bucket creation?
2. **Cost analysis**: What's the break-even point vs Fly volumes?
3. **Regional preferences**: Should enterprise customers choose regions?
4. **Backup retention**: How long to keep automated backups?
## Implementation Checklist
### Phase 1: Bucket Provisioning Service ✅ COMPLETED
- [x] **Research Tigris bucket API** - Document bucket creation and S3 API compatibility
- [x] **Create StorageClient class** - Implemented with admin credentials and comprehensive integration tests
- [x] **Test bucket creation** - Full test suite validates API integration with real Tigris environment
- [x] **Add bucket provisioning to DBOS workflow** - Integrated StorageClient with tenant_provisioning.py
### Phase 2: Simplified Bucket Management ✅ COMPLETED
- [x] **Update Tenant model** with tigris_bucket_name field (replaced fly_volume_id)
- [x] **Implement bucket name storage** - Database migration and model updates completed
- [x] **Test bucket provisioning integration** - Full test suite validates workflow from tenant creation to bucket assignment
- [x] **Remove volume logic from all tests** - Complete migration from volume-based to bucket-based architecture
### Phase 3: API Container Integration ✅ COMPLETED
- [x] **Update Dockerfile** to install TigrisFS binary in API container with configurable version
- [x] **Optimize tigrisfs-startup.sh** with production-ready security and reliability improvements
- [x] **Create production-ready container** with proper signal handling and mount validation
- [x] **Implement security fixes** based on Claude code review (conditional debug, credential protection)
- [x] **Add proper process supervision** with cleanup traps and error handling
- [x] **Remove debug artifacts** - Cleaned up all debug Dockerfiles and test scripts
### Phase 3.5: IAM Access Key Management ✅ COMPLETED
- [x] **Research Tigris IAM API** - Documented create_policy, attach_user_policy, delete_access_key operations
- [x] **Implement bucket-scoped credential generation** - StorageClient.create_tenant_access_keys() with IAM policies
- [x] **Add comprehensive security test suite** - 5 security-focused integration tests covering all attack vectors
- [x] **Verify cross-bucket access prevention** - Scoped credentials can ONLY access their designated bucket
- [x] **Test credential lifecycle management** - Create, validate, delete, and revoke access keys
- [x] **Validate admin vs scoped credential isolation** - Different access patterns and security boundaries
- [x] **Test multi-tenant isolation** - Multiple tenants cannot access each other's buckets
### Phase 3.6: Tenant Mount API Endpoints ✅ COMPLETED
- [x] **Implement GET /tenant/mount/info** - Returns mount info without exposing credentials
- [x] **Implement POST /tenant/mount/credentials** - Creates new bucket-scoped credentials for CLI mounting
- [x] **Implement DELETE /tenant/mount/credentials/{cred_id}** - Revoke specific credentials with proper cleanup
- [x] **Implement GET /tenant/mount/credentials** - List active credentials without exposing secrets
- [x] **Add TenantMountCredentials database model** - Tracks credential metadata (no secret storage)
- [x] **Create comprehensive test suite** - 28 tests covering all scenarios including multi-session support
- [x] **Implement multi-session credential flow** - Multiple active credentials per tenant supported
- [x] **Secure credential handling** - Secret keys never stored, returned once only for immediate use
- [x] **Add dependency injection for StorageClient** - Clean integration with existing API architecture
- [x] **Fix Tigris configuration for cloud service** - Added AWS environment variables to fly.template.toml
- [x] **Update tenant machine configurations** - Include AWS credentials for TigrisFS mounting with clear credential strategy
**Security Test Results:**
```
✅ Cross-bucket access prevention - PASS
✅ Deleted credentials access revoked - PASS
✅ Invalid credentials rejected - PASS
✅ Admin vs scoped credential isolation - PASS
✅ Multiple scoped credentials isolation - PASS
```
**Implementation Details:**
- Uses Tigris IAM managed policies (create_policy + attach_user_policy)
- Bucket-scoped S3 policies with Actions: GetObject, PutObject, DeleteObject, ListBucket
- Resource ARNs limited to specific bucket: `arn:aws:s3:::bucket-name` and `arn:aws:s3:::bucket-name/*`
- Access keys follow Tigris format: `tid_` prefix with secure random suffix
- Complete cleanup on deletion removes both access keys and associated policies
### Phase 4: Local Access CLI
- [x] **Design local mount CLI command** for automated rclone configuration
- [x] **Implement credential fetching** from cloud API for local setup
- [x] **Create rclone config automation** for tenant-specific bucket mounting
- [x] **Test local→cloud→container sync** with optimized cache settings
- [x] **Document local access setup** for beta users
### Phase 5: Webhook Integration (Future)
- [ ] **Research Tigris webhook API** for object notifications and payload format
- [ ] **Design webhook endpoint** for real-time sync notifications
- [ ] **Implement notification handling** to trigger Basic Memory sync events
- [ ] **Test webhook delivery** and sync latency improvements
## Success Metrics
- [ ] **Container startup < 5 seconds** including TigrisFS mount and Basic Memory init
- [ ] **Sync latency < 5 seconds** for local→cloud→container file changes
- [ ] **Zero data loss** during bucket provisioning and credential management
- [ ] **100% test coverage** for new TigrisBucketService and credential functions
- [ ] **Beta deployment** with internal users validating local-cloud workflow
## Implementation Notes
## Phase 4.1: Bidirectional Sync with rclone bisync (NEW)
### Problem Statement
During testing, we discovered that some applications (particularly Obsidian) don't detect file changes over NFS mounts. Rather than building a custom sync daemon, we can leverage `rclone bisync` - rclone's built-in bidirectional synchronization feature.
### Solution: rclone bisync
Use rclone's proven bidirectional sync instead of custom implementation:
**Core Architecture:**
```bash
# rclone bisync handles all the complexity
rclone bisync ~/basic-memory-{tenant_id} basic-memory-{tenant_id}:{bucket_name} \
--create-empty-src-dirs \
--conflict-resolve newer \
--resilient \
--check-access
```
**Key Benefits:**
- ✅ **Battle-tested**: Production-proven rclone functionality
- ✅ **MIT licensed**: Open source with permissive licensing
- ✅ **No custom code**: Zero maintenance burden for sync logic
- ✅ **Built-in safety**: max-delete protection, conflict resolution
- ✅ **Simple installation**: Works with Homebrew rclone (no FUSE needed)
- ✅ **File watcher compatible**: Works with Obsidian and all applications
- ✅ **Offline support**: Can work offline and sync when connected
### bisync Conflict Resolution Options
**Built-in conflict strategies:**
```bash
--conflict-resolve none # Keep both files with .conflict suffixes (safest)
--conflict-resolve newer # Always pick the most recently modified file
--conflict-resolve larger # Choose based on file size
--conflict-resolve path1 # Always prefer local changes
--conflict-resolve path2 # Always prefer cloud changes
```
### Sync Profiles Using bisync
**Profile configurations:**
```python
BISYNC_PROFILES = {
"safe": {
"conflict_resolve": "none", # Keep both versions
"max_delete": 10, # Prevent mass deletion
"check_access": True, # Verify sync integrity
"description": "Safe mode with conflict preservation"
},
"balanced": {
"conflict_resolve": "newer", # Auto-resolve to newer file
"max_delete": 25,
"check_access": True,
"description": "Balanced mode (recommended default)"
},
"fast": {
"conflict_resolve": "newer",
"max_delete": 50,
"check_access": False, # Skip verification for speed
"description": "Fast mode for rapid iteration"
}
}
```
### CLI Commands
**Manual sync commands:**
```bash
basic-memory cloud bisync # Manual bidirectional sync
basic-memory cloud bisync --dry-run # Preview changes
basic-memory cloud bisync --profile safe # Use specific profile
basic-memory cloud bisync --resync # Force full baseline resync
```
**Watch mode (Step 1):**
```bash
basic-memory cloud bisync --watch # Long-running process, sync every 60s
basic-memory cloud bisync --watch --interval 30s # Custom interval
```
**System integration (Step 2 - Future):**
```bash
basic-memory cloud bisync-service install # Install as system service
basic-memory cloud bisync-service start # Start background service
basic-memory cloud bisync-service status # Check service status
```
### Implementation Strategy
**Phase 4.1.1: Core bisync Implementation**
- [ ] Implement `run_bisync()` function wrapping rclone bisync
- [ ] Add profile-based configuration (safe/balanced/fast)
- [ ] Create conflict resolution and safety options
- [ ] Test with sample files and conflict scenarios
**Phase 4.1.2: Watch Mode**
- [ ] Add `--watch` flag for continuous sync
- [ ] Implement configurable sync intervals
- [ ] Add graceful shutdown and signal handling
- [ ] Create status monitoring and progress indicators
**Phase 4.1.3: User Experience**
- [ ] Add conflict reporting and resolution guidance
- [ ] Implement dry-run preview functionality
- [ ] Create troubleshooting and diagnostic commands
- [ ] Add filtering configuration (.gitignore-style)
**Phase 4.1.4: System Integration (Future)**
- [ ] Generate platform-specific service files (launchd/systemd)
- [ ] Add service management commands
- [ ] Implement automatic startup and recovery
- [ ] Create monitoring and logging integration
### Technical Implementation
**Core bisync wrapper:**
```python
def run_bisync(
tenant_id: str,
bucket_name: str,
profile: str = "balanced",
dry_run: bool = False
) -> bool:
"""Run rclone bisync with specified profile."""
local_path = Path.home() / f"basic-memory-{tenant_id}"
remote_path = f"basic-memory-{tenant_id}:{bucket_name}"
profile_config = BISYNC_PROFILES[profile]
cmd = [
"rclone", "bisync",
str(local_path), remote_path,
"--create-empty-src-dirs",
"--resilient",
f"--conflict-resolve={profile_config['conflict_resolve']}",
f"--max-delete={profile_config['max_delete']}",
"--filters-file", "~/.basic-memory/bisync-filters.txt"
]
if profile_config.get("check_access"):
cmd.append("--check-access")
if dry_run:
cmd.append("--dry-run")
return subprocess.run(cmd, check=True).returncode == 0
```
**Default filter file (~/.basic-memory/bisync-filters.txt):**
```
- .DS_Store
- .git/**
- __pycache__/**
- *.pyc
- .pytest_cache/**
- node_modules/**
- .conflict-*
- Thumbs.db
- desktop.ini
```
**Advantages Over Custom Daemon:**
- ✅ **Zero maintenance**: No custom sync logic to debug/maintain
- ✅ **Production proven**: Used by thousands in production
- ✅ **Safety features**: Built-in max-delete, conflict handling, recovery
- ✅ **Filtering**: Advanced exclude patterns and rules
- ✅ **Performance**: Optimized for various storage backends
- ✅ **Community support**: Extensive documentation and community
## Phase 4.2: NFS Mount Support (Direct Access)
### Solution: rclone nfsmount
Keep the existing NFS mount functionality for users who prefer direct file access:
**Core Architecture:**
```bash
# rclone nfsmount provides transparent file access
rclone nfsmount basic-memory-{tenant_id}:{bucket_name} ~/basic-memory-{tenant_id} \
--vfs-cache-mode writes \
--dir-cache-time 10s \
--daemon
```
**Key Benefits:**
- ✅ **Real-time access**: Files appear immediately as they're created/modified
- ✅ **Transparent**: Works with any application that reads/writes files
- ✅ **Low latency**: Direct access without sync delays
- ✅ **Simple**: No periodic sync commands needed
- ✅ **Homebrew compatible**: Works with Homebrew rclone (no FUSE required)
**Limitations:**
- ❌ **File watcher compatibility**: Some apps (Obsidian) don't detect changes over NFS
- ❌ **Network dependency**: Requires active connection to cloud storage
- ❌ **Potential conflicts**: Simultaneous edits from multiple locations can cause issues
### Mount Profiles (Existing)
**Already implemented profiles from SPEC-7 testing:**
```python
MOUNT_PROFILES = {
"fast": {
"cache_time": "5s",
"poll_interval": "3s",
"description": "Ultra-fast development (5s sync)"
},
"balanced": {
"cache_time": "10s",
"poll_interval": "5s",
"description": "Fast development (10-15s sync, recommended)"
},
"safe": {
"cache_time": "15s",
"poll_interval": "10s",
"description": "Conflict-aware mount with backup",
"extra_args": ["--conflict-suffix", ".conflict-{DateTimeExt}"]
}
}
```
### CLI Commands (Existing)
**Mount commands already implemented:**
```bash
basic-memory cloud mount # Mount with balanced profile
basic-memory cloud mount --profile fast # Ultra-fast caching
basic-memory cloud mount --profile safe # Conflict detection
basic-memory cloud unmount # Clean unmount
basic-memory cloud mount-status # Show mount status
```
## User Choice: Mount vs Bisync
### When to Use Each Approach
| Use Case | Recommended Solution | Why |
|----------|---------------------|-----|
| **Obsidian users** | `bisync` | File watcher support for live preview |
| **CLI/vim/emacs users** | `mount` | Direct file access, lower latency |
| **Offline work** | `bisync` | Can work offline, sync when connected |
| **Real-time collaboration** | `mount` | Immediate visibility of changes |
| **Multiple machines** | `bisync` | Better conflict handling |
| **Single machine** | `mount` | Simpler, more transparent |
| **Development work** | Either | Both work well, user preference |
| **Large files** | `mount` | Streaming access vs full download |
### Installation Simplicity
**Both approaches now use simple Homebrew installation:**
```bash
# Single installation command for both approaches
brew install rclone
# No macFUSE, no system modifications needed
# Works immediately with both mount and bisync
```
### Implementation Status
**Phase 4.1: bisync** (NEW)
- [ ] Implement bisync command wrapper
- [ ] Add watch mode with configurable intervals
- [ ] Create conflict resolution workflows
- [ ] Add filtering and safety options
**Phase 4.2: mount** (EXISTING - ✅ IMPLEMENTED)
- [x] NFS mount commands with profile support
- [x] Mount management and cleanup
- [x] Process monitoring and health checks
- [x] Credential integration with cloud API
**Both approaches share:**
- [x] Credential management via cloud API
- [x] Secure rclone configuration
- [x] Tenant isolation and bucket scoping
- [x] Simple Homebrew rclone installation
Key Features:
1. Cross-Platform rclone Installation (rclone_installer.py):
- macOS: Homebrew → official script fallback
- Linux: snap → apt → official script fallback
- Windows: winget → chocolatey → scoop fallback
- Automatic version detection and verification
2. Smart rclone Configuration (rclone_config.py):
- Automatic tenant-specific config generation
- Three optimized mount profiles from your SPEC-7 testing:
- fast: 5s sync (ultra-performance)
- balanced: 10-15s sync (recommended default)
- safe: 15s sync + conflict detection
- Backup existing configs before modification
3. Robust Mount Management (mount_commands.py):
- Automatic tenant credential generation
- Mount path management (~/basic-memory-{tenant-id})
- Process lifecycle management (prevent duplicate mounts)
- Orphaned process cleanup
- Mount verification and health checking
4. Clean Architecture (api_client.py):
- Separated API client to avoid circular imports
- Reuses existing authentication infrastructure
- Consistent error handling and logging
User Experience:
One-Command Setup:
basic-memory cloud setup
```bash
# 1. Installs rclone automatically
# 2. Authenticates with existing login
# 3. Generates secure credentials
# 4. Configures rclone
# 5. Performs initial mount
```
Profile-Based Mounting:
basic-memory cloud mount --profile fast # 5s sync
basic-memory cloud mount --profile balanced # 15s sync (default)
basic-memory cloud mount --profile safe # conflict detection
Status Monitoring:
basic-memory cloud mount-status
```bash
# Shows: tenant info, mount path, sync profile, rclone processes
```
### local mount api
Endpoint 1: Get Tenant Info for user
Purpose: Get tenant details for mounting
- pass in jwt
- service returns mount info
**✅ IMPLEMENTED API Specification:**
**Endpoint 1: GET /tenant/mount/info**
- Purpose: Get tenant mount information without exposing credentials
- Authentication: JWT token (tenant_id extracted from claims)
Request:
```
GET /tenant/mount/info
Authorization: Bearer {jwt_token}
```
Response:
```json
{
"tenant_id": "434252dd-d83b-4b20-bf70-8a950ff875c4",
"bucket_name": "basic-memory-434252dd",
"has_credentials": true,
"credentials_created_at": "2025-09-22T16:48:50.414694"
}
```
**Endpoint 2: POST /tenant/mount/credentials**
- Purpose: Generate NEW bucket-scoped S3 credentials for rclone mounting
- Authentication: JWT token (tenant_id extracted from claims)
- Multi-session: Creates new credentials without revoking existing ones
Request:
```
POST /tenant/mount/credentials
Authorization: Bearer {jwt_token}
Content-Type: application/json
```
*Note: No request body needed - tenant_id extracted from JWT*
Response:
```json
{
"tenant_id": "434252dd-d83b-4b20-bf70-8a950ff875c4",
"bucket_name": "basic-memory-434252dd",
"access_key": "test_access_key_12345",
"secret_key": "test_secret_key_abcdef",
"endpoint_url": "https://fly.storage.tigris.dev",
"region": "auto"
}
```
**🔒 Security Notes:**
- Secret key returned ONCE only - never stored in database
- Credentials are bucket-scoped (cannot access other tenants' buckets)
- Multiple active credentials supported per tenant (work laptop + personal machine)
Implementation Notes
Security:
- Both endpoints require JWT authentication
- Extract tenant_id from JWT claims (not request body)
- Generate scoped credentials (not admin credentials)
- Credentials should have bucket-specific access only
Integration Points:
- Use your existing StorageClient from SPEC-8 implementation
- Leverage existing JWT middleware for tenant extraction
- Return same credential format as your Tigris bucket provisioning
Error Handling:
- 401 if not authenticated
- 403 if tenant doesn't exist
- 500 if credential generation fails
**🔄 Design Decisions:**
1. **Secure Credential Flow (No Secret Storage)**
Based on CLI flow analysis, we follow security best practices:
- ✅ API generates both access_key + secret_key via Tigris IAM
- ✅ Returns both in API response for immediate use
- ✅ CLI uses credentials immediately to configure rclone
- ✅ Database stores only metadata (access_key + policy_arn for cleanup)
- ✅ rclone handles secure local credential storage
- ❌ **Never store secret_key in database (even encrypted)**
2. **CLI Credential Flow**
```bash
# CLI calls API
POST /tenant/mount/credentials → {access_key, secret_key, ...}
# CLI immediately configures rclone
rclone config create basic-memory-{tenant_id} s3 \
access_key_id={access_key} \
secret_access_key={secret_key} \
endpoint=https://fly.storage.tigris.dev
# Database tracks metadata only
INSERT INTO tenant_mount_credentials (tenant_id, access_key, policy_arn, ...)
```
3. **Multiple Sessions Supported**
- Users can have multiple active credential sets (work laptop, personal machine, etc.)
- Each credential generation creates a new Tigris access key
- List active credentials via API (shows access_key but never secret)
4. **Failure Handling & Cleanup**
- **Happy Path**: Credentials created → Used immediately → rclone configured
- **Orphaned Credentials**: Background job revokes unused credentials
- **API Failure Recovery**: Retry Tigris deletion with stored policy_arn
- **Status Tracking**: Track tigris_deletion_status (pending/completed/failed)
5. **Event Sourcing & Audit**
- MountCredentialCreatedEvent
- MountCredentialRevokedEvent
- MountCredentialOrphanedEvent (for cleanup)
- Full audit trail for security compliance
6. **Tenant/Bucket Validation**
- Verify tenant exists and has valid bucket before credential generation
- Use existing StorageClient to validate bucket access
- Prevent credential generation for inactive/invalid tenants
📋 **Implemented API Endpoints:**
```
✅ IMPLEMENTED:
GET /tenant/mount/info # Get tenant/bucket info (no credentials exposed)
POST /tenant/mount/credentials # Generate new credentials (returns secret once)
GET /tenant/mount/credentials # List active credentials (no secrets)
DELETE /tenant/mount/credentials/{cred_id} # Revoke specific credentials
```
**API Implementation Status:**
- ✅ **GET /tenant/mount/info**: Returns tenant_id, bucket_name, has_credentials, credentials_created_at
- ✅ **POST /tenant/mount/credentials**: Creates new bucket-scoped access keys, returns access_key + secret_key once
- ✅ **GET /tenant/mount/credentials**: Lists active credentials without exposing secret keys
- ✅ **DELETE /tenant/mount/credentials/{cred_id}**: Revokes specific credentials with proper Tigris IAM cleanup
- ✅ **Multi-session support**: Multiple active credentials per tenant (work laptop + personal machine)
- ✅ **Security**: Secret keys never stored in database, returned once only for immediate use
- ✅ **Comprehensive test suite**: 28 tests covering all scenarios including error handling and multi-session flows
- ✅ **Dependency injection**: Clean integration with existing FastAPI architecture
- ✅ **Production-ready configuration**: Tigris credentials properly configured for tenant machines
🗄️ **Secure Database Schema:**
```sql
CREATE TABLE tenant_mount_credentials (
id UUID PRIMARY KEY,
tenant_id UUID REFERENCES tenant(id),
access_key VARCHAR(255) NOT NULL,
-- secret_key REMOVED - never store secrets (security best practice)
policy_arn VARCHAR(255) NOT NULL, -- For Tigris IAM cleanup
tigris_deletion_status VARCHAR(20) DEFAULT 'pending', -- Track cleanup
created_at TIMESTAMP DEFAULT NOW(),
updated_at TIMESTAMP DEFAULT NOW(),
revoked_at TIMESTAMP NULL,
last_used_at TIMESTAMP NULL, -- Track usage for orphan cleanup
description VARCHAR(255) DEFAULT 'CLI mount credentials'
);
```
**Security Benefits:**
- ✅ Database breach cannot expose secrets
- ✅ Follows "secrets don't persist" security principle
- ✅ Meets compliance requirements (SOC2, etc.)
- ✅ Reduced attack surface
- ✅ CLI gets credentials once and stores securely via rclone
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@@ -0,0 +1,390 @@
---
title: 'SPEC-9-1 Follow-Ups: Conflict, Sync, and Observability'
type: tasklist
permalink: specs/spec-9-follow-ups-conflict-sync-and-observability
related: specs/spec-9-multi-project-bisync
status: revised
revision_date: 2025-10-03
---
# SPEC-9-1 Follow-Ups: Conflict, Sync, and Observability
**REVISED 2025-10-03:** Simplified to leverage rclone built-ins instead of custom conflict handling.
**Context:** SPEC-9 delivered multi-project bidirectional sync and a unified CLI. This follow-up focuses on **observability and safety** using rclone's built-in capabilities rather than reinventing conflict handling.
**Design Philosophy: "Be Dumb Like Git"**
- Let rclone bisync handle conflict detection (it already does this)
- Make conflicts visible and recoverable, don't prevent them
- Cloud is always the winner on conflict (cloud-primary model)
- Users who want version history can just use Git locally in their sync directory
**What Changed from Original Version:**
- **Replaced:** Custom `.bmmeta` sidecars → Use rclone's `.bisync/` state tracking
- **Replaced:** Custom conflict detection → Use rclone bisync 3-way merge
- **Replaced:** Tombstone files → rclone delete tracking handles this
- **Replaced:** Distributed lease → Local process lock only (document multi-device warning)
- **Replaced:** S3 versioning service → Users just use Git locally if they want history
- **Deferred:** SPEC-14 Git integration → Postponed to teams/multi-user features
## ✅ Now
- [ ] **Local process lock**: Prevent concurrent bisync runs on same device (`~/.basic-memory/sync.lock`)
- [ ] **Structured sync reports**: Parse rclone bisync output into JSON reports (creates/updates/deletes/conflicts, bytes, duration); `bm sync --report`
- [ ] **Multi-device warning**: Document that users should not run `--watch` on multiple devices simultaneously
- [ ] **Version control guidance**: Document pattern for users to use Git locally in their sync directory if they want version history
- [ ] **Docs polish**: cloud-mode toggle, mount↔bisync directory isolation, conflict semantics, quick start, migration guide, short demo clip/GIF
## 🔜 Next
- [ ] **Observability commands**: `bm conflicts list`, `bm sync history` to view sync reports and conflicts
- [ ] **Conflict resolution UI**: `bm conflicts resolve <file>` to interactively pick winner from conflict files
- [ ] **Selective sync**: allow include/exclude by project; per-project profile (safe/balanced/fast)
## 🧭 Later
- [ ] **Near real-time sync**: File watcher → targeted `rclone copy` for individual files (keep bisync as backstop)
- [ ] **Sharing / scoped tokens**: cross-tenant/project access
- [ ] **Bandwidth controls & backpressure**: policy for large repos
- [ ] **Client-side encryption (optional)**: with clear trade-offs
## 📏 Acceptance criteria (for "Now" items)
- [ ] Local process lock prevents concurrent bisync runs on same device
- [ ] rclone bisync conflict files visible and documented (`file.conflict1.md`, `file.conflict2.md`)
- [ ] `bm sync --report` generates parsable JSON with sync statistics
- [ ] Documentation clearly warns about multi-device `--watch` mode
- [ ] Documentation shows users how to use Git locally for version history
## What We're NOT Building (Deferred to rclone)
- ❌ Custom `.bmmeta` sidecars (rclone tracks state in `.bisync/` workdir)
- ❌ Custom conflict detection (rclone bisync already does 3-way merge detection)
- ❌ Tombstone files (S3 versioning + rclone delete tracking handles this)
- ❌ Distributed lease (low probability issue, rclone detects state divergence)
- ❌ Rename/move tracking (rclone has size+modtime heuristics built-in)
## Implementation Summary
**Current State (SPEC-9):**
- ✅ rclone bisync with 3 profiles (safe/balanced/fast)
- ✅ `--max-delete` safety limits (10/25/50 files)
- ✅ `--conflict-resolve=newer` for auto-resolution
- ✅ Watch mode: `bm sync --watch` (60s intervals)
- ✅ Integrity checking: `bm cloud check`
- ✅ Mount vs bisync directory isolation
**What's Needed (This Spec):**
1. **Process lock** - Simple file-based lock in `~/.basic-memory/sync.lock`
2. **Sync reports** - Parse rclone output, save to `~/.basic-memory/sync-history/`
3. **Documentation** - Multi-device warnings, conflict resolution workflow, Git usage pattern
**User Model:**
- Cloud is always the winner on conflict (cloud-primary)
- rclone creates `.conflict` files for divergent edits
- Users who want version history just use Git in their local sync directory
- Users warned: don't run `--watch` on multiple devices
## Decision Rationale & Trade-offs
### Why Trust rclone Instead of Custom Conflict Handling?
**rclone bisync already provides:**
- 3-way merge detection (compares local, remote, and last-known state)
- File state tracking in `.bisync/` workdir (hashes, modtimes)
- Automatic conflict file creation: `file.conflict1.md`, `file.conflict2.md`
- Rename detection via size+modtime heuristics
- Delete tracking (prevents resurrection of deleted files)
- Battle-tested with extensive edge case handling
**What we'd have to build with custom approach:**
- Per-file metadata tracking (`.bmmeta` sidecars)
- 3-way diff algorithm
- Conflict detection logic
- Tombstone files for deletes
- Rename/move detection
- Testing for all edge cases
**Decision:** Use what rclone already does well. Don't reinvent the wheel.
### Why Let Users Use Git Locally Instead of Building Versioning?
**The simplest solution: Just use Git**
Users who want version history can literally just use Git in their sync directory:
```bash
cd ~/basic-memory-cloud-sync/
git init
git add .
git commit -m "backup"
# Push to their own GitHub if they want
git remote add origin git@github.com:user/my-knowledge.git
git push
```
**Why this is perfect:**
- ✅ We build nothing
- ✅ Users who want Git... just use Git
- ✅ Users who don't care... don't need to
- ✅ rclone bisync already handles sync conflicts
- ✅ Users own their data, they can version it however they want (Git, Time Machine, etc.)
**What we'd have to build for S3 versioning:**
- API to enable versioning on Tigris buckets
- **Problem**: Tigris doesn't support S3 bucket versioning
- Restore commands: `bm cloud restore --version-id`
- Version listing: `bm cloud versions <path>`
- Lifecycle policies for version retention
- Documentation and user education
**What we'd have to build for SPEC-14 Git integration:**
- Committer service (daemon watching `/app/data/`)
- Puller service (webhook handler for GitHub pushes)
- Git LFS for large files
- Loop prevention between Git ↔ bisync ↔ local
- Merge conflict handling at TWO layers (rclone + Git)
- Webhook infrastructure and monitoring
**Decision:** Don't build version control. Document the pattern. "The easiest problem to solve is the one you avoid."
**When to revisit:** Teams/multi-user features where server-side version control becomes necessary for collaboration.
### Why No Distributed Lease?
**Low probability issue:**
- Requires user to manually run `bm sync` on multiple devices at exact same time
- Most users run `--watch` on one primary device
- rclone bisync detects state divergence and fails safely
**Safety nets in place:**
- Local process lock prevents concurrent runs on same device
- rclone bisync aborts if bucket state changed during sync
- S3 versioning recovers from any overwrites
- Documentation warns against multi-device `--watch`
**Failure mode:**
```bash
# Device A and B sync simultaneously
Device A: bm sync → succeeds
Device B: bm sync → "Error: path has changed, run --resync"
# User fixes with resync
Device B: bm sync --resync → establishes new baseline
```
**Decision:** Document the issue, add local lock, defer distributed coordination until users report actual problems.
### Cloud-Primary Conflict Model
**User mental model:**
- Cloud is the source of truth (like Dropbox/iCloud)
- Local is working copy
- On conflict: cloud wins, local edits → `.conflict` file
- User manually picks winner
**Why this works:**
- Simpler than bidirectional merge (no automatic resolution risk)
- Matches user expectations from Dropbox
- S3 versioning provides safety net for overwrites
- Clear recovery path: restore from S3 version if needed
**Example workflow:**
```bash
# Edit file on Device A and Device B while offline
# Both devices come online and sync
Device A: bm sync
# → Pushes to cloud first, becomes canonical version
Device B: bm sync
# → Detects conflict
# → Cloud version: work/notes.md
# → Local version: work/notes.md.conflict1
# → User manually merges or picks winner
# Restore if needed
bm cloud restore work/notes.md --version-id abc123
```
## Implementation Details
### 1. Local Process Lock
```python
# ~/.basic-memory/sync.lock
import os
import psutil
from pathlib import Path
class SyncLock:
def __init__(self):
self.lock_file = Path.home() / '.basic-memory' / 'sync.lock'
def acquire(self):
if self.lock_file.exists():
pid = int(self.lock_file.read_text())
if psutil.pid_exists(pid):
raise BisyncError(
f"Sync already running (PID {pid}). "
f"Wait for completion or kill stale process."
)
# Stale lock, remove it
self.lock_file.unlink()
self.lock_file.write_text(str(os.getpid()))
def release(self):
if self.lock_file.exists():
self.lock_file.unlink()
def __enter__(self):
self.acquire()
return self
def __exit__(self, *args):
self.release()
# Usage
with SyncLock():
run_rclone_bisync()
```
### 3. Sync Report Parsing
```python
# Parse rclone bisync output
import json
from datetime import datetime
from pathlib import Path
def parse_sync_report(rclone_output: str, duration: float, exit_code: int) -> dict:
"""Parse rclone bisync output into structured report."""
# rclone bisync outputs lines like:
# "Synching Path1 /local/path with Path2 remote:bucket"
# "- Path1 File was copied to Path2"
# "Bisync successful"
report = {
"timestamp": datetime.now().isoformat(),
"duration_seconds": duration,
"exit_code": exit_code,
"success": exit_code == 0,
"files_created": 0,
"files_updated": 0,
"files_deleted": 0,
"conflicts": [],
"errors": []
}
for line in rclone_output.split('\n'):
if 'was copied to' in line:
report['files_created'] += 1
elif 'was updated in' in line:
report['files_updated'] += 1
elif 'was deleted from' in line:
report['files_deleted'] += 1
elif '.conflict' in line:
report['conflicts'].append(line.strip())
elif 'ERROR' in line:
report['errors'].append(line.strip())
return report
def save_sync_report(report: dict):
"""Save sync report to history."""
history_dir = Path.home() / '.basic-memory' / 'sync-history'
history_dir.mkdir(parents=True, exist_ok=True)
timestamp = datetime.now().strftime('%Y%m%d-%H%M%S')
report_file = history_dir / f'{timestamp}.json'
report_file.write_text(json.dumps(report, indent=2))
# Usage in run_bisync()
start_time = time.time()
result = subprocess.run(bisync_cmd, capture_output=True, text=True)
duration = time.time() - start_time
report = parse_sync_report(result.stdout, duration, result.returncode)
save_sync_report(report)
if report['conflicts']:
console.print(f"[yellow]⚠ {len(report['conflicts'])} conflict(s) detected[/yellow]")
console.print("[dim]Run 'bm conflicts list' to view[/dim]")
```
### 4. User Commands
```bash
# View sync history
bm sync history
# → Lists recent syncs from ~/.basic-memory/sync-history/*.json
# → Shows: timestamp, duration, files changed, conflicts, errors
# View current conflicts
bm conflicts list
# → Scans sync directory for *.conflict* files
# → Shows: file path, conflict versions, timestamps
# Restore from S3 version
bm cloud restore work/notes.md --version-id abc123
# → Uses aws s3api get-object with version-id
# → Downloads to original path
bm cloud restore work/notes.md --timestamp "2025-10-03 14:30"
# → Lists versions, finds closest to timestamp
# → Downloads that version
# List file versions
bm cloud versions work/notes.md
# → Uses aws s3api list-object-versions
# → Shows: version-id, timestamp, size, author
# Interactive conflict resolution
bm conflicts resolve work/notes.md
# → Shows both versions side-by-side
# → Prompts: Keep local, keep cloud, merge manually, restore from S3 version
# → Cleans up .conflict files after resolution
```
## Success Metrics & Monitoring
**Phase 1 (v1) - Basic Safety:**
- [ ] Conflict detection rate < 5% of syncs (measure in telemetry)
- [ ] User can resolve conflicts within 5 minutes (UX testing)
- [ ] Documentation prevents 90% of multi-device issues
**Phase 2 (v2) - Observability:**
- [ ] 80% of users check `bm sync history` when troubleshooting
- [ ] Average time to restore from S3 version < 2 minutes
-
- [ ] Conflict resolution success rate > 95%
**What to measure:**
```python
# Telemetry in sync reports
{
"conflict_rate": conflicts / total_syncs,
"multi_device_collisions": count_state_divergence_errors,
"version_restores": count_restore_operations,
"avg_sync_duration": sum(durations) / count,
"max_delete_trips": count_max_delete_aborts
}
```
**When to add distributed lease:**
- Multi-device collision rate > 5% of syncs
- User complaints about state divergence errors
- Evidence that local lock isn't sufficient
**When to revisit Git (SPEC-14):**
- Teams feature launches (multi-user collaboration)
- Users request commit messages / audit trail
- PR-based review workflow becomes valuable
## Links
- SPEC-9: `specs/spec-9-multi-project-bisync`
- SPEC-14: `specs/spec-14-cloud-git-versioning` (deferred in favor of S3 versioning)
- rclone bisync docs: https://rclone.org/bisync/
- Tigris S3 versioning: https://www.tigrisdata.com/docs/buckets/versioning/
---
**Owner:** <assign> | **Review cadence:** weekly in standup | **Last updated:** 2025-10-03
+5 -1
View File
@@ -1,3 +1,7 @@
"""basic-memory - Local-first knowledge management combining Zettelkasten with knowledge graphs"""
__version__ = "0.13.0b5"
# Package version - updated by release automation
__version__ = "0.15.0"
# API version for FastAPI - independent of package version
__api_version__ = "v0"
+4 -2
View File
@@ -8,17 +8,19 @@ from sqlalchemy import pool
from alembic import context
from basic_memory.models import Base
from basic_memory.config import ConfigManager
# 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 app_config
# Import after setting environment variable # 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.
config = context.config
app_config = ConfigManager().config
# Set the SQLAlchemy URL from our app config
sqlalchemy_url = f"sqlite:///{app_config.database_path}"
config.set_main_option("sqlalchemy.url", sqlalchemy_url)
@@ -0,0 +1,49 @@
"""fix project foreign keys
Revision ID: a1b2c3d4e5f6
Revises: 647e7a75e2cd
Create Date: 2025-08-19 22:06:00.000000
"""
from typing import Sequence, Union
from alembic import op
# revision identifiers, used by Alembic.
revision: str = "a1b2c3d4e5f6"
down_revision: Union[str, None] = "647e7a75e2cd"
branch_labels: Union[str, Sequence[str], None] = None
depends_on: Union[str, Sequence[str], None] = None
def upgrade() -> None:
"""Re-establish foreign key constraints that were lost during project table recreation.
The migration 647e7a75e2cd recreated the project table but did not re-establish
the foreign key constraint from entity.project_id to project.id, causing
foreign key constraint failures when trying to delete projects with related entities.
"""
# SQLite doesn't allow adding foreign key constraints to existing tables easily
# We need to be careful and handle the case where the constraint might already exist
with op.batch_alter_table("entity", schema=None) as batch_op:
# Try to drop existing foreign key constraint (may not exist)
try:
batch_op.drop_constraint("fk_entity_project_id", type_="foreignkey")
except Exception:
# Constraint may not exist, which is fine - we'll create it next
pass
# Add the foreign key constraint with CASCADE DELETE
# This ensures that when a project is deleted, all related entities are also deleted
batch_op.create_foreign_key(
"fk_entity_project_id", "project", ["project_id"], ["id"], ondelete="CASCADE"
)
def downgrade() -> None:
"""Remove the foreign key constraint."""
with op.batch_alter_table("entity", schema=None) as batch_op:
batch_op.drop_constraint("fk_entity_project_id", type_="foreignkey")
+13 -4
View File
@@ -20,17 +20,26 @@ from basic_memory.api.routers import (
search,
prompt_router,
)
from basic_memory.config import app_config
from basic_memory.services.initialization import initialize_app, initialize_file_sync
from basic_memory.config import ConfigManager
from basic_memory.services.initialization import initialize_file_sync, initialize_app
@asynccontextmanager
async def lifespan(app: FastAPI): # pragma: no cover
"""Lifecycle manager for the FastAPI app."""
# Initialize app and database
"""Lifecycle manager for the FastAPI app. Not called in stdio mcp mode"""
app_config = ConfigManager().config
logger.info("Starting Basic Memory API")
await initialize_app(app_config)
# Cache database connections in app state for performance
logger.info("Initializing database and caching connections...")
engine, session_maker = await db.get_or_create_db(app_config.database_path)
app.state.engine = engine
app.state.session_maker = session_maker
logger.info("Database connections cached in app state")
logger.info(f"Sync changes enabled: {app_config.sync_changes}")
if app_config.sync_changes:
# start file sync task in background
@@ -27,6 +27,26 @@ from basic_memory.schemas.base import Permalink, Entity
router = APIRouter(prefix="/knowledge", tags=["knowledge"])
async def resolve_relations_background(sync_service, entity_id: int, entity_permalink: str) -> None:
"""Background task to resolve relations for a specific entity.
This runs asynchronously after the API response is sent, preventing
long delays when creating entities with many relations.
"""
try:
# Only resolve relations for the newly created entity
await sync_service.resolve_relations(entity_id=entity_id)
logger.debug(
f"Background: Resolved relations for entity {entity_permalink} (id={entity_id})"
)
except Exception as e:
# Log but don't fail - this is a background task
logger.warning(
f"Background: Failed to resolve relations for entity {entity_permalink}: {e}"
)
## Create endpoints
@@ -88,15 +108,12 @@ 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
# Schedule relation resolution as a background task for new entities
# This prevents blocking the API response while resolving potentially many relations
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}")
background_tasks.add_task(
resolve_relations_background, sync_service, entity.id, entity.permalink or ""
)
result = EntityResponse.model_validate(entity)
@@ -6,7 +6,7 @@ from fastapi import APIRouter, Request
from loguru import logger
from pydantic import BaseModel
from basic_memory.config import app_config
from basic_memory.config import ConfigManager
from basic_memory.deps import SyncServiceDep, ProjectRepositoryDep
router = APIRouter(prefix="/management", tags=["management"])
@@ -41,6 +41,8 @@ async def start_watch_service(
# Watch service is already running
return WatchStatusResponse(running=True)
app_config = ConfigManager().config
# Create and start a new watch service
logger.info("Starting watch service via management API")
+120 -17
View File
@@ -1,10 +1,17 @@
"""Router for project management."""
from fastapi import APIRouter, HTTPException, Path, Body
import os
from fastapi import APIRouter, HTTPException, Path, Body, BackgroundTasks
from typing import Optional
from loguru import logger
from basic_memory.deps import ProjectServiceDep, ProjectPathDep
from basic_memory.schemas import ProjectInfoResponse
from basic_memory.deps import (
ProjectConfigDep,
ProjectServiceDep,
ProjectPathDep,
SyncServiceDep,
)
from basic_memory.schemas import ProjectInfoResponse, SyncReportResponse
from basic_memory.schemas.project_info import (
ProjectList,
ProjectItem,
@@ -13,6 +20,7 @@ from basic_memory.schemas.project_info import (
)
# Router for resources in a specific project
# The ProjectPathDep is used in the path as a prefix, so the request path is like /{project}/project/info
project_router = APIRouter(prefix="/project", tags=["project"])
# Router for managing project resources
@@ -28,47 +36,121 @@ async def get_project_info(
return await project_service.get_project_info(project)
@project_router.get("/item", response_model=ProjectItem)
async def get_project(
project_service: ProjectServiceDep,
project: ProjectPathDep,
) -> ProjectItem:
"""Get bassic info about the specified Basic Memory project."""
found_project = await project_service.get_project(project)
if not found_project:
raise HTTPException(
status_code=404, detail=f"Project: '{project}' does not exist"
) # pragma: no cover
return ProjectItem(
name=found_project.name,
path=found_project.path,
is_default=found_project.is_default or False,
)
# 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"),
name: str = Path(..., description="Name of the project to update"),
path: Optional[str] = Body(None, description="New absolute path for the project"),
is_active: Optional[bool] = Body(None, description="Status of the project (active/inactive)"),
) -> ProjectStatusResponse:
"""Update a project's information in configuration and database.
Args:
project_name: The name of the project to update
path: Optional new path for the project
name: The name of the project to update
path: Optional new absolute path for the project
is_active: Optional status update for the project
Returns:
Response confirming the project was updated
"""
try: # pragma: no cover
try:
# Validate that path is absolute if provided
if path and not os.path.isabs(path):
raise HTTPException(status_code=400, detail="Path must be absolute")
# Get original project info for the response
old_project_info = ProjectItem(
name=project_name,
path=project_service.projects.get(project_name, ""),
name=name,
path=project_service.projects.get(name, ""),
)
await project_service.update_project(project_name, updated_path=path, is_active=is_active)
if path:
await project_service.move_project(name, path)
elif is_active is not None:
await project_service.update_project(name, is_active=is_active)
# Get updated project info
updated_path = path if path else project_service.projects.get(project_name, "")
updated_path = path if path else project_service.projects.get(name, "")
return ProjectStatusResponse(
message=f"Project '{project_name}' updated successfully",
message=f"Project '{name}' updated successfully",
status="success",
default=(project_name == project_service.default_project),
default=(name == project_service.default_project),
old_project=old_project_info,
new_project=ProjectItem(name=project_name, path=updated_path),
new_project=ProjectItem(name=name, path=updated_path),
)
except ValueError as e: # pragma: no cover
except ValueError as e:
raise HTTPException(status_code=400, detail=str(e))
# Sync project filesystem
@project_router.post("/sync")
async def sync_project(
background_tasks: BackgroundTasks,
sync_service: SyncServiceDep,
project_config: ProjectConfigDep,
):
"""Force project filesystem sync to database.
Scans the project directory and updates the database with any new or modified files.
Args:
background_tasks: FastAPI background tasks
sync_service: Sync service for this project
project_config: Project configuration
Returns:
Response confirming sync was initiated
"""
background_tasks.add_task(sync_service.sync, project_config.home, project_config.name)
logger.info(f"Filesystem sync initiated for project: {project_config.name}")
return {
"status": "sync_started",
"message": f"Filesystem sync initiated for project '{project_config.name}'",
}
@project_router.post("/status", response_model=SyncReportResponse)
async def project_sync_status(
sync_service: SyncServiceDep,
project_config: ProjectConfigDep,
) -> SyncReportResponse:
"""Scan directory for changes compared to database state.
Args:
sync_service: Sync service for this project
project_config: Project configuration
Returns:
Scan report with details on files that need syncing
"""
logger.info(f"Scanning filesystem for project: {project_config.name}")
sync_report = await sync_service.scan(project_config.home)
return SyncReportResponse.from_sync_report(sync_report)
# List all available projects
@project_resource_router.get("/projects", response_model=ProjectList)
async def list_projects(
@@ -209,8 +291,29 @@ async def set_default_project(
raise HTTPException(status_code=400, detail=str(e))
# Get the default project
@project_resource_router.get("/default", response_model=ProjectItem)
async def get_default_project(
project_service: ProjectServiceDep,
) -> ProjectItem:
"""Get the default project.
Returns:
Response with project default information
"""
# 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"
)
return ProjectItem(name=default_project.name, path=default_project.path, is_default=True)
# Synchronize projects between config and database
@project_resource_router.post("/sync", response_model=ProjectStatusResponse)
@project_resource_router.post("/config/sync", response_model=ProjectStatusResponse)
async def synchronize_projects(
project_service: ProjectServiceDep,
) -> ProjectStatusResponse:
@@ -188,7 +188,7 @@ async def write_resource(
"content_type": content_type,
"file_path": file_path,
"checksum": checksum,
"updated_at": datetime.fromtimestamp(file_stats.st_mtime),
"updated_at": datetime.fromtimestamp(file_stats.st_mtime).astimezone(),
},
)
status_code = 200
@@ -200,8 +200,8 @@ async def write_resource(
content_type=content_type,
file_path=file_path,
checksum=checksum,
created_at=datetime.fromtimestamp(file_stats.st_ctime),
updated_at=datetime.fromtimestamp(file_stats.st_mtime),
created_at=datetime.fromtimestamp(file_stats.st_ctime).astimezone(),
updated_at=datetime.fromtimestamp(file_stats.st_mtime).astimezone(),
)
entity = await entity_repository.add(entity)
status_code = 201
+1 -1
View File
@@ -52,7 +52,7 @@ async def to_graph_context(
file_path=item.file_path,
permalink=item.permalink, # pyright: ignore
relation_type=item.relation_type, # pyright: ignore
from_entity=from_entity.title, # pyright: ignore
from_entity=from_entity.title if from_entity else None,
to_entity=to_entity.title if to_entity else None,
created_at=item.created_at,
)
+10 -29
View File
@@ -2,19 +2,15 @@ from typing import Optional
import typer
from basic_memory.config import get_project_config
from basic_memory.mcp.project_session import session
from basic_memory.config import ConfigManager
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()
@@ -24,13 +20,6 @@ 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 1",
envvar="BASIC_MEMORY_PROJECT",
),
version: Optional[bool] = typer.Option(
None,
"--version",
@@ -44,30 +33,22 @@ def app_callback(
# 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
app_config = ConfigManager().config
ensure_initialization(app_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)
# 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)
## import
# Register sub-command groups
import_app = typer.Typer(help="Import data from various sources")
app.add_typer(import_app, name="import")
claude_app = typer.Typer()
claude_app = typer.Typer(help="Import Conversations from Claude JSON export.")
import_app.add_typer(claude_app, name="claude")
## cloud
cloud_app = typer.Typer(help="Access Basic Memory Cloud")
app.add_typer(cloud_app, name="cloud")
+277
View File
@@ -0,0 +1,277 @@
"""WorkOS OAuth Device Authorization for CLI."""
import base64
import hashlib
import json
import os
import secrets
import time
import webbrowser
import httpx
from rich.console import Console
from basic_memory.config import ConfigManager
console = Console()
class CLIAuth:
"""Handles WorkOS OAuth Device Authorization for CLI tools."""
def __init__(self, client_id: str, authkit_domain: str):
self.client_id = client_id
self.authkit_domain = authkit_domain
app_config = ConfigManager().config
# Store tokens in data dir
self.token_file = app_config.data_dir_path / "basic-memory-cloud.json"
# PKCE parameters
self.code_verifier = None
self.code_challenge = None
def generate_pkce_pair(self) -> tuple[str, str]:
"""Generate PKCE code verifier and challenge."""
# Generate code verifier (43-128 characters)
code_verifier = base64.urlsafe_b64encode(secrets.token_bytes(32)).decode("utf-8")
code_verifier = code_verifier.rstrip("=")
# Generate code challenge (SHA256 hash of verifier)
challenge_bytes = hashlib.sha256(code_verifier.encode("utf-8")).digest()
code_challenge = base64.urlsafe_b64encode(challenge_bytes).decode("utf-8")
code_challenge = code_challenge.rstrip("=")
return code_verifier, code_challenge
async def request_device_authorization(self) -> dict | None:
"""Request device authorization from WorkOS with PKCE."""
device_auth_url = f"{self.authkit_domain}/oauth2/device_authorization"
# Generate PKCE pair
self.code_verifier, self.code_challenge = self.generate_pkce_pair()
data = {
"client_id": self.client_id,
"scope": "openid profile email offline_access",
"code_challenge": self.code_challenge,
"code_challenge_method": "S256",
}
try:
async with httpx.AsyncClient() as client:
response = await client.post(device_auth_url, data=data)
if response.status_code == 200:
return response.json()
else:
console.print(
f"[red]Device authorization failed: {response.status_code} - {response.text}[/red]"
)
return None
except Exception as e:
console.print(f"[red]Device authorization error: {e}[/red]")
return None
def display_user_instructions(self, device_response: dict) -> None:
"""Display user instructions for device authorization."""
user_code = device_response["user_code"]
verification_uri = device_response["verification_uri"]
verification_uri_complete = device_response.get("verification_uri_complete")
console.print("\n[bold blue]🔐 Authentication Required[/bold blue]")
console.print("\nTo authenticate, please visit:")
console.print(f"[bold cyan]{verification_uri}[/bold cyan]")
console.print(f"\nAnd enter this code: [bold yellow]{user_code}[/bold yellow]")
if verification_uri_complete:
console.print("\nOr for one-click access, visit:")
console.print(f"[bold green]{verification_uri_complete}[/bold green]")
# Try to open browser automatically
try:
console.print("\n[dim]Opening browser automatically...[/dim]")
webbrowser.open(verification_uri_complete)
except Exception:
pass # Silently fail if browser can't be opened
console.print("\n[dim]Waiting for you to complete authentication in your browser...[/dim]")
async def poll_for_token(self, device_code: str, interval: int = 5) -> dict | None:
"""Poll the token endpoint until user completes authentication."""
token_url = f"{self.authkit_domain}/oauth2/token"
data = {
"client_id": self.client_id,
"device_code": device_code,
"grant_type": "urn:ietf:params:oauth:grant-type:device_code",
"code_verifier": self.code_verifier,
}
max_attempts = 60 # 5 minutes with 5-second intervals
current_interval = interval
for _attempt in range(max_attempts):
try:
async with httpx.AsyncClient() as client:
response = await client.post(token_url, data=data)
if response.status_code == 200:
return response.json()
# Parse error response
try:
error_data = response.json()
error = error_data.get("error")
except Exception:
error = "unknown_error"
if error == "authorization_pending":
# User hasn't completed auth yet, keep polling
pass
elif error == "slow_down":
# Increase polling interval
current_interval += 5
console.print("[yellow]Slowing down polling rate...[/yellow]")
elif error == "access_denied":
console.print("[red]Authentication was denied by user[/red]")
return None
elif error == "expired_token":
console.print("[red]Device code has expired. Please try again.[/red]")
return None
else:
console.print(f"[red]Token polling error: {error}[/red]")
return None
except Exception as e:
console.print(f"[red]Token polling request error: {e}[/red]")
# Wait before next poll
await self._async_sleep(current_interval)
console.print("[red]Authentication timeout. Please try again.[/red]")
return None
async def _async_sleep(self, seconds: int) -> None:
"""Async sleep utility."""
import asyncio
await asyncio.sleep(seconds)
def save_tokens(self, tokens: dict) -> None:
"""Save tokens to project root as .bm-auth.json."""
token_data = {
"access_token": tokens["access_token"],
"refresh_token": tokens.get("refresh_token"),
"expires_at": int(time.time()) + tokens.get("expires_in", 3600),
"token_type": tokens.get("token_type", "Bearer"),
}
with open(self.token_file, "w") as f:
json.dump(token_data, f, indent=2)
# Secure the token file
os.chmod(self.token_file, 0o600)
console.print(f"[green]✓ Tokens saved to {self.token_file}[/green]")
def load_tokens(self) -> dict | None:
"""Load tokens from .bm-auth.json file."""
if not self.token_file.exists():
return None
try:
with open(self.token_file) as f:
return json.load(f)
except (OSError, json.JSONDecodeError):
return None
def is_token_valid(self, tokens: dict) -> bool:
"""Check if stored token is still valid."""
expires_at = tokens.get("expires_at", 0)
# Add 60 second buffer for clock skew
return time.time() < (expires_at - 60)
async def refresh_token(self, refresh_token: str) -> dict | None:
"""Refresh access token using refresh token."""
token_url = f"{self.authkit_domain}/oauth2/token"
data = {
"client_id": self.client_id,
"grant_type": "refresh_token",
"refresh_token": refresh_token,
}
try:
async with httpx.AsyncClient() as client:
response = await client.post(token_url, data=data)
if response.status_code == 200:
return response.json()
else:
console.print(
f"[red]Token refresh failed: {response.status_code} - {response.text}[/red]"
)
return None
except Exception as e:
console.print(f"[red]Token refresh error: {e}[/red]")
return None
async def get_valid_token(self) -> str | None:
"""Get valid access token, refresh if needed."""
tokens = self.load_tokens()
if not tokens:
return None
if self.is_token_valid(tokens):
return tokens["access_token"]
# Token expired - try to refresh if we have a refresh token
refresh_token = tokens.get("refresh_token")
if refresh_token:
console.print("[yellow]Access token expired, refreshing...[/yellow]")
new_tokens = await self.refresh_token(refresh_token)
if new_tokens:
# Save new tokens (may include rotated refresh token)
self.save_tokens(new_tokens)
console.print("[green]✓ Token refreshed successfully[/green]")
return new_tokens["access_token"]
else:
console.print("[yellow]Token refresh failed. Please run 'login' again.[/yellow]")
return None
else:
console.print("[yellow]No refresh token available. Please run 'login' again.[/yellow]")
return None
async def login(self) -> bool:
"""Perform OAuth Device Authorization login flow."""
console.print("[blue]Initiating WorkOS authentication...[/blue]")
# Step 1: Request device authorization
device_response = await self.request_device_authorization()
if not device_response:
return False
# Step 2: Display user instructions
self.display_user_instructions(device_response)
# Step 3: Poll for token
device_code = device_response["device_code"]
interval = device_response.get("interval", 5)
tokens = await self.poll_for_token(device_code, interval)
if not tokens:
return False
# Step 4: Save tokens
self.save_tokens(tokens)
console.print("\n[green]✅ Successfully authenticated with WorkOS![/green]")
return True
def logout(self) -> None:
"""Remove stored authentication tokens."""
if self.token_file.exists():
self.token_file.unlink()
console.print("[green]✓ Logged out successfully[/green]")
else:
console.print("[yellow]No stored authentication found[/yellow]")
+1 -2
View File
@@ -1,10 +1,9 @@
"""CLI commands for basic-memory."""
from . import auth, status, sync, db, import_memory_json, mcp, import_claude_conversations
from . import status, sync, db, import_memory_json, mcp, import_claude_conversations
from . import import_claude_projects, import_chatgpt, tool, project
__all__ = [
"auth",
"status",
"sync",
"db",

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