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6 Commits

Author SHA1 Message Date
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
12 changed files with 480 additions and 416 deletions
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@@ -1,69 +1,95 @@
# /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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@@ -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 +20,54 @@ 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
### Step 2: Use Justfile Automation
Execute the automated release process:
```bash
just release <version>
```
### 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`
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 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
### 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 5: Post-Release Validation
### 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 +80,7 @@ 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
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# CHANGELOG
## v0.13.0 (2025-06-03)
### Features
- **Multi-Project Management System** - Switch between projects instantly during conversations
([`993e88a`](https://github.com/basicmachines-co/basic-memory/commit/993e88a))
- Instant project switching with session context
- Project-specific operations and isolation
- Project discovery and management tools
- **Advanced Note Editing** - Incremental editing with append, prepend, find/replace, and section operations
([`6fc3904`](https://github.com/basicmachines-co/basic-memory/commit/6fc3904))
- `edit_note` tool with multiple operation types
- Smart frontmatter-aware editing
- Validation and error handling
- **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
## v0.13.1 (2025-06-11)
### Bug Fixes
- **#118**: Fix YAML tag formatting to follow standard specification
([`2dc7e27`](https://github.com/basicmachines-co/basic-memory/commit/2dc7e27))
- **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
- **#110**: Make --project flag work consistently across CLI commands
([`02dd91a`](https://github.com/basicmachines-co/basic-memory/commit/02dd91a))
### Changes
- **#93**: Respect custom permalinks in frontmatter for write_note
([`6b6fd76`](https://github.com/basicmachines-co/basic-memory/commit/6b6fd76))
- 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
- Fix list_directory path display to not include leading slash
([`6057126`](https://github.com/basicmachines-co/basic-memory/commit/6057126))
## v0.13.0 (2025-06-11)
### Technical Improvements
### Overview
- **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
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.
- **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
**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
### Documentation
**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
- Add comprehensive testing documentation (TESTING.md)
- Update project management guides (PROJECT_MANAGEMENT.md)
- Enhanced note editing documentation (EDIT_NOTE.md)
- Updated release workflow documentation
### Major Features
### Breaking Changes
#### 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")]
```
- **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
## v0.12.3 (2025-04-17)
@@ -861,4 +1027,4 @@ 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))
-241
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@@ -1,241 +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
-**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")]
```
### 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
```
+119
View File
@@ -58,6 +58,125 @@ check: lint format type-check test
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
+4 -1
View File
@@ -1,4 +1,7 @@
"""basic-memory - Local-first knowledge management combining Zettelkasten with knowledge graphs"""
# Package version - updated by release automation
__version__ = "0.13.2"
# API version for FastAPI - independent of package version
__version__ = "v0"
__api_version__ = "v0"
+10 -25
View File
@@ -9,7 +9,6 @@ from rich.console import Console
from rich.table import Table
from basic_memory.cli.app import app
from basic_memory.config import config
from basic_memory.mcp.project_session import session
from basic_memory.mcp.resources.project_info import project_info
import json
@@ -24,6 +23,7 @@ from basic_memory.mcp.tools.utils import call_post
from basic_memory.schemas.project_info import ProjectStatusResponse
from basic_memory.mcp.tools.utils import call_delete
from basic_memory.mcp.tools.utils import call_put
from basic_memory.utils import generate_permalink
console = Console()
@@ -44,11 +44,8 @@ def format_path(path: str) -> str:
def list_projects() -> None:
"""List all configured projects."""
# Use API to list projects
project_url = config.project_url
try:
response = asyncio.run(call_get(client, f"{project_url}/project/projects"))
response = asyncio.run(call_get(client, "/projects/projects"))
result = ProjectList.model_validate(response.json())
table = Table(title="Basic Memory Projects")
@@ -65,7 +62,6 @@ def list_projects() -> None:
console.print(table)
except Exception as e:
console.print(f"[red]Error listing projects: {str(e)}[/red]")
console.print("[yellow]Note: Make sure the Basic Memory server is running.[/yellow]")
raise typer.Exit(1)
@@ -80,16 +76,14 @@ def add_project(
resolved_path = os.path.abspath(os.path.expanduser(path))
try:
project_url = config.project_url
data = {"name": name, "path": resolved_path, "set_default": set_default}
response = asyncio.run(call_post(client, f"{project_url}/project/projects", json=data))
response = asyncio.run(call_post(client, "/projects/projects", json=data))
result = ProjectStatusResponse.model_validate(response.json())
console.print(f"[green]{result.message}[/green]")
except Exception as e:
console.print(f"[red]Error adding project: {str(e)}[/red]")
console.print("[yellow]Note: Make sure the Basic Memory server is running.[/yellow]")
raise typer.Exit(1)
# Display usage hint
@@ -105,15 +99,13 @@ def remove_project(
) -> None:
"""Remove a project from configuration."""
try:
project_url = config.project_url
response = asyncio.run(call_delete(client, f"{project_url}/project/projects/{name}"))
project_name = generate_permalink(name)
response = asyncio.run(call_delete(client, f"/projects/{project_name}"))
result = ProjectStatusResponse.model_validate(response.json())
console.print(f"[green]{result.message}[/green]")
except Exception as e:
console.print(f"[red]Error removing project: {str(e)}[/red]")
console.print("[yellow]Note: Make sure the Basic Memory server is running.[/yellow]")
raise typer.Exit(1)
# Show this message regardless of method used
@@ -126,20 +118,16 @@ def set_default_project(
) -> None:
"""Set the default project and activate it for the current session."""
try:
project_url = config.project_url
project_name = generate_permalink(name)
response = asyncio.run(call_put(client, f"{project_url}/project/projects/{name}/default"))
response = asyncio.run(call_put(client, f"projects/{project_name}/default"))
result = ProjectStatusResponse.model_validate(response.json())
console.print(f"[green]{result.message}[/green]")
except Exception as e:
console.print(f"[red]Error setting default project: {str(e)}[/red]")
console.print("[yellow]Note: Make sure the Basic Memory server is running.[/yellow]")
raise typer.Exit(1)
# Always activate it for the current session
os.environ["BASIC_MEMORY_PROJECT"] = name
# Reload configuration to apply the change
from importlib import reload
from basic_memory import config as config_module
@@ -149,21 +137,18 @@ def set_default_project(
console.print("[green]Project activated for current session[/green]")
@project_app.command("sync")
@project_app.command("sync-config")
def synchronize_projects() -> None:
"""Synchronize projects between configuration file and database."""
"""Synchronize project config between configuration file and database."""
# Call the API to synchronize projects
project_url = config.project_url
try:
response = asyncio.run(call_post(client, f"{project_url}/project/sync"))
response = asyncio.run(call_post(client, "/projects/sync"))
result = ProjectStatusResponse.model_validate(response.json())
console.print(f"[green]{result.message}[/green]")
except Exception as e: # pragma: no cover
console.print(f"[red]Error synchronizing projects: {str(e)}[/red]")
console.print("[yellow]Note: Make sure the Basic Memory server is running.[/yellow]")
raise typer.Exit(1)
@@ -16,6 +16,7 @@ from basic_memory.mcp.server import mcp
from basic_memory.mcp.tools.utils import call_get, call_put, call_post, call_delete
from basic_memory.schemas import ProjectInfoResponse
from basic_memory.schemas.project_info import ProjectList, ProjectStatusResponse, ProjectInfoRequest
from basic_memory.utils import generate_permalink
@mcp.tool()
@@ -77,6 +78,7 @@ async def switch_project(project_name: str, ctx: Context | None = None) -> str:
if ctx: # pragma: no cover
await ctx.info(f"Switching to project: {project_name}")
project_permalink = generate_permalink(project_name)
current_project = session.get_current_project()
try:
# Validate project exists by getting project list
@@ -84,13 +86,13 @@ async def switch_project(project_name: str, ctx: Context | None = None) -> str:
project_list = ProjectList.model_validate(response.json())
# Check if project exists
project_exists = any(p.name == project_name for p in project_list.projects)
project_exists = any(p.permalink == project_permalink for p in project_list.projects)
if not project_exists:
available_projects = [p.name for p in project_list.projects]
return f"Error: Project '{project_name}' not found. Available projects: {', '.join(available_projects)}"
# Switch to the project
session.set_current_project(project_name)
session.set_current_project(project_permalink)
current_project = session.get_current_project()
project_config = get_project_config(current_project)
@@ -99,11 +101,11 @@ async def switch_project(project_name: str, ctx: Context | None = None) -> str:
response = await call_get(
client,
f"{project_config.project_url}/project/info",
params={"project_name": project_name},
params={"project_name": project_permalink},
)
project_info = ProjectInfoResponse.model_validate(response.json())
result = f"✓ Switched to {project_name} project\n\n"
result = f"✓ Switched to {project_permalink} project\n\n"
result += "Project Summary:\n"
result += f"{project_info.statistics.total_entities} entities\n"
result += f"{project_info.statistics.total_observations} observations\n"
@@ -329,4 +331,4 @@ async def delete_project(project_name: str, ctx: Context | None = None) -> str:
result += "Files remain on disk but project is no longer tracked by Basic Memory.\n"
result += "Re-add the project to access its content again.\n"
return add_project_metadata(result, session.get_current_project())
return add_project_metadata(result, session.get_current_project())
+6
View File
@@ -6,6 +6,8 @@ from typing import Dict, List, Optional, Any
from pydantic import Field, BaseModel
from basic_memory.utils import generate_permalink
class ProjectStatistics(BaseModel):
"""Statistics about the current project."""
@@ -183,6 +185,10 @@ class ProjectItem(BaseModel):
name: str
path: str
is_default: bool = False
@property
def permalink(self) -> str: # pragma: no cover
return generate_permalink(self.name)
class ProjectList(BaseModel):
+4 -4
View File
@@ -207,7 +207,7 @@ class ProjectService:
# Get all projects from database
db_projects = await self.repository.get_active_projects()
db_projects_by_name = {p.name: p for p in db_projects}
db_projects_by_permalink = {p.permalink: p for p in db_projects}
# Get all projects from configuration and normalize names if needed
config_projects = config_manager.projects.copy()
@@ -235,7 +235,7 @@ class ProjectService:
# Add projects that exist in config but not in DB
for name, path in config_projects.items():
if name not in db_projects_by_name:
if name not in db_projects_by_permalink:
logger.info(f"Adding project '{name}' to database")
project_data = {
"name": name,
@@ -247,7 +247,7 @@ class ProjectService:
await self.repository.create(project_data)
# Add projects that exist in DB but not in config to config
for name, project in db_projects_by_name.items():
for name, project in db_projects_by_permalink.items():
if name not in config_projects:
logger.info(f"Adding project '{name}' to configuration")
config_manager.add_project(name, project.path)
@@ -668,4 +668,4 @@ class ProjectService:
database_size=db_size_readable,
watch_status=watch_status,
timestamp=datetime.now(),
)
)
+1 -4
View File
@@ -93,8 +93,6 @@ def test_project_default_command(mock_reload, mock_run, cli_env):
# Just verify it runs without exception and environment is set
assert result.exit_code == 0
assert "BASIC_MEMORY_PROJECT" in os.environ
assert os.environ["BASIC_MEMORY_PROJECT"] == "test-project"
@patch("basic_memory.cli.commands.project.asyncio.run")
@@ -111,7 +109,7 @@ def test_project_sync_command(mock_run, cli_env):
mock_run.return_value = mock_response
runner = CliRunner()
result = runner.invoke(cli_app, ["project", "sync"])
result = runner.invoke(cli_app, ["project", "sync-config"])
# Just verify it runs without exception
assert result.exit_code == 0
@@ -134,7 +132,6 @@ def test_project_failure_exits_with_error(mock_run, cli_env):
# All should exit with code 1 and show error message
assert list_result.exit_code == 1
assert "Error listing projects" in list_result.output
assert "Make sure the Basic Memory server is running" in list_result.output
assert add_result.exit_code == 1
assert "Error adding project" in add_result.output
-1
View File
@@ -105,7 +105,6 @@ def config_manager(
)
# Patch the project config that CLI commands import (only modules that actually import config)
monkeypatch.setattr("basic_memory.cli.commands.project.config", project_config)
monkeypatch.setattr("basic_memory.cli.commands.sync.config", project_config)
monkeypatch.setattr("basic_memory.cli.commands.status.config", project_config)
monkeypatch.setattr("basic_memory.cli.commands.import_memory_json.config", project_config)