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Author SHA1 Message Date
smithery-ai[bot] 2493022e23 Update README 2025-03-11 19:12:40 +00:00
smithery-ai[bot] 8aec09ee0b Add Smithery configuration 2025-03-11 19:12:39 +00:00
smithery-ai[bot] 116619dfdb Add Dockerfile 2025-03-11 19:12:38 +00:00
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# /project:check-health - Project Health Assessment
Comprehensive health check of the Basic Memory project including code quality, test coverage, dependencies, and documentation.
## Usage
```
/project:check-health
```
## Implementation
You are an expert DevOps engineer for the Basic Memory project. When the user runs `/project:check-health`, execute the following comprehensive assessment:
### Step 1: Git Repository Health
1. **Repository Status**
```bash
git status
git log --oneline -5
git branch -vv
```
- Check working directory status
- Verify branch alignment with remote
- Check recent commit activity
2. **Branch Analysis**
- Verify on main branch
- Check if ahead/behind remote
- Identify any untracked files
### Step 2: Code Quality Assessment
1. **Linting and Formatting**
```bash
uv run ruff check .
uv run pyright
```
- Count linting issues by severity
- Check type annotation coverage
- Verify code formatting compliance
2. **Test Suite Health**
```bash
uv run pytest --collect-only -q
uv run pytest --co -q | wc -l
```
- Count total tests
- Check for test discovery issues
- Verify test structure integrity
### Step 3: Dependency Analysis
1. **Dependency Health**
```bash
uv tree
uv lock --dry-run
```
- Check for dependency conflicts
- Identify outdated dependencies
- Verify lock file consistency
2. **Security Scan**
```bash
uv run pip-audit --desc
```
- Scan for known vulnerabilities
- Check dependency licenses
- Identify security advisories
### Step 4: Performance Metrics
1. **Test Performance**
```bash
uv run pytest --durations=10
```
- Identify slowest tests
- Check overall test execution time
- Monitor test suite growth
2. **Build Performance**
```bash
time uv run python -c "import basic_memory"
```
- Check import time
- Validate package installation
- Monitor startup performance
### Step 5: Documentation Health
1. **Documentation Coverage**
- Check README.md currency
- Verify CLI documentation
- Validate MCP tool documentation
- Check changelog completeness
2. **API Documentation**
- Verify docstring coverage
- Check type annotation completeness
- Validate example code
### Step 6: Project Metrics
1. **Code Statistics**
```bash
find src -name "*.py" | xargs wc -l
find tests -name "*.py" | xargs wc -l
```
- Lines of code trends
- Test-to-code ratio
- File organization metrics
## Health Report Format
Generate comprehensive health dashboard:
```
🏥 Basic Memory Project Health Report
📊 OVERALL HEALTH: 🟢 EXCELLENT (92/100)
🗂️ GIT REPOSITORY
✅ Clean working directory
✅ Up to date with origin/main
✅ Recent commit activity (5 commits this week)
🔍 CODE QUALITY
✅ Linting: 0 errors, 2 warnings
✅ Type checking: 100% coverage
✅ Formatting: Compliant
⚠️ Complex functions: 3 need refactoring
🧪 TEST SUITE
✅ Total tests: 744
✅ Test discovery: All tests found
✅ Coverage: 98.2%
⚡ Performance: 45.2s (good)
📦 DEPENDENCIES
✅ Dependencies: Up to date
✅ Security: No vulnerabilities
✅ Conflicts: None detected
⚠️ Outdated: 2 minor updates available
📖 DOCUMENTATION
✅ README: Current
✅ API docs: 95% coverage
⚠️ CLI reference: Needs update
✅ Changelog: Complete
📈 METRICS
├── Source code: 15,432 lines
├── Test code: 8,967 lines
├── Test ratio: 58% (excellent)
└── Complexity: Low (maintainable)
🎯 RECOMMENDATIONS:
1. Update CLI documentation
2. Refactor 3 complex functions
3. Update minor dependencies
4. Consider splitting large test files
🏆 PROJECT STATUS: Ready for v0.13.0 release!
```
## Health Scoring
### Excellent (90-100)
- All quality gates pass
- High test coverage (>95%)
- No security issues
- Documentation current
### Good (75-89)
- Minor issues present
- Good test coverage (>90%)
- No critical security issues
- Most documentation current
### Needs Attention (60-74)
- Several quality issues
- Adequate test coverage (>80%)
- Minor security concerns
- Documentation gaps
### Critical (<60)
- Major quality problems
- Low test coverage (<80%)
- Security vulnerabilities
- Significant documentation issues
## Context
- Provides comprehensive project overview
- Identifies potential issues before they become problems
- Tracks project health trends over time
- Helps prioritize maintenance tasks
- Supports release readiness decisions
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# Basic Memory Custom Commands
This directory contains custom Claude Code slash commands for the Basic Memory project.
## Available Commands
### Release Management (`/project:release:*`)
- `/project:release:beta` - Create beta releases with automated quality checks
- `/project:release:release` - Create stable releases with comprehensive validation
- `/project:release:release-check` - Pre-flight validation without making changes
- `/project:release:changelog` - Generate changelog entries from commits
### Development (`/project:*`)
- `/project:test-coverage` - Run tests with detailed coverage analysis
- `/project:test-live` - Live testing suite using real Basic Memory installation
- `/project:lint-fix` - Run comprehensive linting with auto-fix
- `/project:check-health` - Comprehensive project health assessment
## Command Structure
Commands are organized by functionality:
```
.claude/commands/
├── release/ # Release management commands
│ ├── beta.md # /project:release:beta
│ ├── release.md # /project:release:release
│ ├── release-check.md # /project:release:release-check
│ └── changelog.md # /project:release:changelog
├── test-coverage.md # /project:test-coverage
├── test-live.md # /project:test-live
├── lint-fix.md # /project:lint-fix
├── check-health.md # /project:check-health
└── commands.md # This overview file
```
## Usage
Commands are invoked using the `/project:` prefix:
- `/project:release:beta v0.13.0b4`
- `/project:test-coverage mcp`
- `/project:test-live core`
- `/project:release:release-check`
- `/project:check-health`
## Implementation
Each command is implemented as a Markdown file containing structured prompts that:
1. Validate preconditions
2. Execute steps in the correct order
3. Handle errors gracefully
4. Provide clear status updates
5. Return actionable results
## Tooling Integration
Commands leverage existing project tooling:
- `just check` - Quality checks
- `just test` - Test suite
- `just update-deps` - Dependency updates
- `uv` - Package management
- `git` - Version control
- GitHub Actions - CI/CD pipeline
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# /project:lint-fix - Comprehensive Code Quality Fix
Run comprehensive linting and auto-fix code quality issues across the codebase.
## Usage
```
/project:lint-fix
```
## Implementation
You are an expert code quality engineer for the Basic Memory project. When the user runs `/project:lint-fix`, execute the following steps:
### Step 1: Pre-flight Check
1. **Verify Clean Working Directory**
```bash
git status --porcelain
```
- Check for uncommitted changes
- Warn if working directory is not clean
- Suggest stashing changes if needed
### Step 2: Import Organization
1. **Fix Import Order and Cleanup**
```bash
uv run ruff check --select I --fix .
```
- Sort imports by category (standard, third-party, local)
- Remove unused imports
- Fix import spacing and organization
### Step 3: Code Formatting
1. **Apply Consistent Formatting**
```bash
uv run ruff format .
```
- Format code according to project style
- Fix line length issues (100 chars max)
- Standardize quotes and spacing
### Step 4: Linting with Auto-fix
1. **Fix Linting Issues**
```bash
uv run ruff check --fix .
```
- Auto-fix safe linting issues
- Report any remaining manual fixes needed
- Focus on code quality and best practices
### Step 5: Type Checking
1. **Validate Type Annotations**
```bash
uv run pyright
```
- Check for type errors
- Report any missing type annotations
- Validate type compatibility
### Step 6: Report Generation
Generate comprehensive quality report:
```
🔧 Code Quality Fix Report
✅ FIXES APPLIED:
├── Import organization: 12 files updated
├── Code formatting: 8 files reformatted
├── Auto-fixable lint issues: 23 issues resolved
└── Total files processed: 156
⚠️ MANUAL ATTENTION NEEDED:
├── Type annotations missing in entity_service.py:45
├── Complex function needs refactoring in sync_service.py:123
└── Unused variable in test_utils.py:67
🎯 QUALITY SCORE: 96.2% (excellent)
📁 Run `git diff` to review all changes
```
## Error Handling
### Common Issues
- **Merge Conflicts**: Provide resolution guidance
- **Syntax Errors**: Point to specific files and lines
- **Type Errors**: Suggest specific fixes
- **Import Errors**: Check for missing dependencies
### Recovery Steps
- If auto-fixes introduce issues, provide rollback instructions
- If type checking fails, suggest incremental fixes
- If tests break, provide debugging guidance
## Quality Gates
### Must Pass
- [ ] All auto-fixable lint issues resolved
- [ ] Code formatting consistent
- [ ] No syntax errors
- [ ] Import organization clean
### Should Pass (Warnings)
- [ ] No type checking errors
- [ ] No complex function warnings
- [ ] No unused variables/imports
- [ ] Consistent naming conventions
## Output Examples
### Successful Fix
```
🎉 CODE QUALITY IMPROVED!
✅ All auto-fixes applied successfully
📏 Code formatting: 100% compliant
🔍 Linting: No issues found
🏷️ Type checking: All passed
Ready for commit! Use:
git add -A && git commit -m "style: fix code quality issues"
```
### Issues Requiring Attention
```
⚠️ PARTIAL SUCCESS - MANUAL FIXES NEEDED
✅ Auto-fixes applied: 45 issues
❌ Manual fixes needed: 3 issues
Priority fixes:
1. Fix type annotation in services/entity_service.py:142
2. Simplify complex function in sync/sync_service.py:67
3. Remove unused import in tests/conftest.py:12
Run these commands:
# Fix specific file
uv run pyright src/basic_memory/services/entity_service.py
```
## Context
- Uses ruff for fast Python linting and formatting
- Uses pyright for type checking
- Follows project code style guidelines (100 char line length)
- Maintains backward compatibility
- Integrates with existing pre-commit hooks
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# /beta - Create Beta Release
Create a new beta release using the automated justfile target with quality checks and tagging.
## Usage
```
/beta <version>
```
**Parameters:**
- `version` (required): Beta version like `v0.13.2b1` or `v0.13.2rc1`
## Implementation
You are an expert release manager for the Basic Memory project. When the user runs `/beta`, execute the following steps:
### Step 1: Pre-flight Validation
1. Verify version format matches `v\d+\.\d+\.\d+(b\d+|rc\d+)` pattern
2. Check current git status for uncommitted changes
3. Verify we're on the `main` branch
4. Confirm no existing tag with this version
### Step 2: Use Justfile Automation
Execute the automated beta release process:
```bash
just beta <version>
```
The justfile target handles:
- ✅ Beta version format validation (supports b1, b2, rc1, etc.)
- ✅ Git status and branch checks
- ✅ Quality checks (`just check` - lint, format, type-check, tests)
- ✅ Version update in `src/basic_memory/__init__.py`
- ✅ Automatic commit with proper message
- ✅ Tag creation and pushing to GitHub
- ✅ Beta release workflow trigger
### Step 3: Monitor Beta Release
1. Check GitHub Actions workflow starts successfully
2. Monitor workflow at: https://github.com/basicmachines-co/basic-memory/actions
3. Verify PyPI pre-release publication
4. Test beta installation: `uv tool install basic-memory --pre`
### Step 4: Beta Testing Instructions
Provide users with beta testing instructions:
```bash
# Install/upgrade to beta
uv tool install basic-memory --pre
# Or upgrade existing installation
uv tool upgrade basic-memory --prerelease=allow
```
## Version Guidelines
- **First beta**: `v0.13.2b1`
- **Subsequent betas**: `v0.13.2b2`, `v0.13.2b3`, etc.
- **Release candidates**: `v0.13.2rc1`, `v0.13.2rc2`, etc.
- **Final release**: `v0.13.2` (use `/release` command)
## Error Handling
- If `just beta` fails, examine the error output for specific issues
- If quality checks fail, fix issues and retry
- If version format is invalid, correct and retry
- If tag already exists, increment version number
## Success Output
```
✅ Beta Release v0.13.2b1 Created Successfully!
🏷️ Tag: v0.13.2b1
🚀 GitHub Actions: Running
📦 PyPI: Will be available in ~5 minutes as pre-release
Install/test with:
uv tool install basic-memory --pre
Monitor release: https://github.com/basicmachines-co/basic-memory/actions
```
## Beta Testing Workflow
1. **Create beta**: Use `/beta v0.13.2b1`
2. **Test features**: Install and validate new functionality
3. **Fix issues**: Address bugs found during testing
4. **Iterate**: Create `v0.13.2b2` if needed
5. **Release candidate**: Create `v0.13.2rc1` when stable
6. **Final release**: Use `/release v0.13.2` when ready
## Context
- Beta releases are pre-releases for testing new features
- Automatically published to PyPI with pre-release flag
- Uses the automated justfile target for consistency
- Version is automatically updated in `__init__.py`
- Ideal for validating changes before stable release
- Supports both beta (b1, b2) and release candidate (rc1, rc2) versions
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# /changelog - Generate or Update Changelog Entry
Analyze commits and generate formatted changelog entry for a version.
## Usage
```
/changelog <version> [type]
```
**Parameters:**
- `version` (required): Version like `v0.13.0` or `v0.13.0b4`
- `type` (optional): `beta`, `rc`, or `stable` (default: `stable`)
## Implementation
You are an expert technical writer for the Basic Memory project. When the user runs `/changelog`, execute the following steps:
### Step 1: Version Analysis
1. **Determine Commit Range**
```bash
# Find last release tag
git tag -l "v*" --sort=-version:refname | grep -v "b\|rc" | head -1
# Get commits since last release
git log --oneline ${last_tag}..HEAD
```
2. **Parse Conventional Commits**
- Extract feat: (features)
- Extract fix: (bug fixes)
- Extract BREAKING CHANGE: (breaking changes)
- Extract chore:, docs:, test: (other improvements)
### Step 2: Categorize Changes
1. **Features (feat:)**
- New MCP tools
- New CLI commands
- New API endpoints
- Major functionality additions
2. **Bug Fixes (fix:)**
- User-facing bug fixes
- Critical issues resolved
- Performance improvements
- Security fixes
3. **Technical Improvements**
- Test coverage improvements
- Code quality enhancements
- Dependency updates
- Documentation updates
4. **Breaking Changes**
- API changes
- Configuration changes
- Behavior changes
- Migration requirements
### Step 3: Generate Changelog Entry
Create formatted entry following existing CHANGELOG.md style:
```markdown
## v0.13.0 (2025-06-03)
### Features
- **Multi-Project Management System** - Switch between projects instantly during conversations
([`993e88a`](https://github.com/basicmachines-co/basic-memory/commit/993e88a))
- Instant project switching with session context
- Project-specific operations and isolation
- Project discovery and management tools
- **Advanced Note Editing** - Incremental editing with append, prepend, find/replace, and section operations
([`6fc3904`](https://github.com/basicmachines-co/basic-memory/commit/6fc3904))
- `edit_note` tool with multiple operation types
- Smart frontmatter-aware editing
- Validation and error handling
### Bug Fixes
- **#118**: Fix YAML tag formatting to follow standard specification
([`2dc7e27`](https://github.com/basicmachines-co/basic-memory/commit/2dc7e27))
- **#110**: Make --project flag work consistently across CLI commands
([`02dd91a`](https://github.com/basicmachines-co/basic-memory/commit/02dd91a))
### Technical Improvements
- **Comprehensive Testing** - 100% test coverage with integration testing
([`468a22f`](https://github.com/basicmachines-co/basic-memory/commit/468a22f))
- MCP integration test suite
- End-to-end testing framework
- Performance and edge case validation
### Breaking Changes
- **Database Migration**: Automatic migration from per-project to unified database.
Data will be re-index from the filesystem, resulting in no data loss.
- **Configuration Changes**: Projects now synced between config.json and database
- **Full Backward Compatibility**: All existing setups continue to work seamlessly
```
### Step 4: Integration
1. **Update CHANGELOG.md**
- Insert new entry at top
- Maintain consistent formatting
- Include commit links and issue references
2. **Validation**
- Check all major changes are captured
- Verify commit links work
- Ensure issue numbers are correct
## Smart Analysis Features
### Automatic Classification
- Detect feature additions from file changes
- Identify bug fixes from commit messages
- Find breaking changes from code analysis
- Extract issue numbers from commit messages
### Content Enhancement
- Add context for technical changes
- Include migration guidance for breaking changes
- Suggest installation/upgrade instructions
- Link to relevant documentation
## Output Format
### For Beta Releases
```markdown
## v0.13.0b4 (2025-06-03)
### Beta Changes Since v0.13.0b3
- Fix FastMCP API compatibility issues
- Update dependencies to latest versions
- Resolve setuptools import error
### Installation
```bash
uv tool install basic-memory --prerelease=allow
```
### Known Issues
- [List any known issues for beta testing]
```
### For Stable Releases
Full changelog with complete feature list, organized by impact and category.
## Context
- Follows existing CHANGELOG.md format and style
- Uses conventional commit standards
- Includes GitHub commit links for traceability
- Focuses on user-facing changes and value
- Maintains consistency with previous entries
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# /release-check - Pre-flight Release Validation
Comprehensive pre-flight check for release readiness without making any changes.
## Usage
```
/release-check [version]
```
**Parameters:**
- `version` (optional): Version to validate like `v0.13.0`. If not provided, determines from context.
## Implementation
You are an expert QA engineer for the Basic Memory project. When the user runs `/release-check`, execute the following validation steps:
### Step 1: Environment Validation
1. **Git Status Check**
- Verify working directory is clean
- Confirm on `main` branch
- Check if ahead/behind origin
2. **Version Validation**
- Validate version format if provided
- Check for existing tags with same version
- Verify version increments properly from last release
### Step 2: Code Quality Gates
1. **Test Suite Validation**
```bash
just test
```
- All tests must pass
- Check test coverage (target: 95%+)
- Validate no skipped critical tests
2. **Code Quality Checks**
```bash
just lint
just type-check
```
- No linting errors
- No type checking errors
- Code formatting is consistent
### Step 3: Documentation Validation
1. **Changelog Check**
- CHANGELOG.md contains entry for target version
- Entry includes all major features and fixes
- Breaking changes are documented
2. **Documentation Currency**
- README.md reflects current functionality
- CLI reference is up to date
- MCP tools are documented
### Step 4: Dependency Validation
1. **Security Scan**
- No known vulnerabilities in dependencies
- All dependencies are at appropriate versions
- No conflicting dependency versions
2. **Build Validation**
- Package builds successfully
- All required files are included
- No missing dependencies
### Step 5: Issue Tracking Validation
1. **GitHub Issues Check**
- No critical open issues blocking release
- All milestone issues are resolved
- High-priority bugs are fixed
2. **Testing Coverage**
- Integration tests pass
- MCP tool tests pass
- Cross-platform compatibility verified
## Report Format
Generate a comprehensive report:
```
🔍 Release Readiness Check for v0.13.0
✅ PASSED CHECKS:
├── Git status clean
├── On main branch
├── All tests passing (744/744)
├── Test coverage: 98.2%
├── Type checking passed
├── Linting passed
├── CHANGELOG.md updated
└── No critical issues open
⚠️ WARNINGS:
├── 2 medium-priority issues still open
└── Documentation could be updated
❌ BLOCKING ISSUES:
└── None found
🎯 RELEASE READINESS: ✅ READY
Recommended next steps:
1. Address warnings if desired
2. Run `/release v0.13.0` when ready
```
## Validation Criteria
### Must Pass (Blocking)
- [ ] All tests pass
- [ ] No type errors
- [ ] No linting errors
- [ ] Working directory clean
- [ ] On main branch
- [ ] CHANGELOG.md has version entry
- [ ] No critical open issues
### Should Pass (Warnings)
- [ ] Test coverage >95%
- [ ] No medium-priority open issues
- [ ] Documentation up to date
- [ ] No dependency vulnerabilities
## Context
- This is a read-only validation - makes no changes
- Provides confidence before running actual release
- Helps identify issues early in release process
- Can be run multiple times safely
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# /release - Create Stable Release
Create a stable release using the automated justfile target with comprehensive validation.
## Usage
```
/release <version>
```
**Parameters:**
- `version` (required): Release version like `v0.13.2`
## Implementation
You are an expert release manager for the Basic Memory project. When the user runs `/release`, execute the following steps:
### Step 1: Pre-flight Validation
1. Verify version format matches `v\d+\.\d+\.\d+` pattern
2. Check current git status for uncommitted changes
3. Verify we're on the `main` branch
4. Confirm no existing tag with this version
#### Documentation Validation
1. **Changelog Check**
- CHANGELOG.md contains entry for target version
- Entry includes all major features and fixes
- Breaking changes are documented
### Step 2: Use Justfile Automation
Execute the automated release process:
```bash
just release <version>
```
The justfile target handles:
- ✅ Version format validation
- ✅ Git status and branch checks
- ✅ Quality checks (`just check` - lint, format, type-check, tests)
- ✅ Version update in `src/basic_memory/__init__.py`
- ✅ Automatic commit with proper message
- ✅ Tag creation and pushing to GitHub
- ✅ Release workflow trigger
### Step 3: Monitor Release Process
1. Check that GitHub Actions workflow starts successfully
2. Monitor workflow completion at: https://github.com/basicmachines-co/basic-memory/actions
3. Verify PyPI publication
4. Test installation: `uv tool install basic-memory`
### Step 4: Post-Release Validation
1. Verify GitHub release is created automatically
2. Check PyPI publication
3. Validate release assets
4. Update any post-release documentation
## Pre-conditions Check
Before starting, verify:
- [ ] All beta testing is complete
- [ ] Critical bugs are fixed
- [ ] Breaking changes are documented
- [ ] CHANGELOG.md is updated (if needed)
- [ ] Version number follows semantic versioning
## Error Handling
- If `just release` fails, examine the error output for specific issues
- If quality checks fail, fix issues and retry
- If changelog entry missing, update CHANGELOG.md and commit before retrying
- If GitHub Actions fail, check workflow logs for debugging
## Success Output
```
🎉 Stable Release v0.13.2 Created Successfully!
🏷️ Tag: v0.13.2
📋 GitHub Release: https://github.com/basicmachines-co/basic-memory/releases/tag/v0.13.2
📦 PyPI: https://pypi.org/project/basic-memory/0.13.2/
🚀 GitHub Actions: Completed
Install with:
uv tool install basic-memory
Users can now upgrade:
uv tool upgrade basic-memory
```
## Context
- This creates production releases used by end users
- Must pass all quality gates before proceeding
- Uses the automated justfile target for consistency
- Version is automatically updated in `__init__.py`
- Triggers automated GitHub release with changelog
- Leverages uv-dynamic-versioning for package version management
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# /test-coverage - Run Tests with Coverage Analysis
Execute test suite with comprehensive coverage reporting and analysis.
## Usage
```
/test-coverage [pattern]
```
**Parameters:**
- `pattern` (optional): Test pattern to run specific tests (e.g., `test_mcp`, `*integration*`)
## Implementation
You are an expert QA engineer for the Basic Memory project. When the user runs `/test-coverage`, execute the following steps:
### Step 1: Test Execution
1. **Run Tests with Coverage**
```bash
# Full test suite
uv run pytest --cov=basic_memory --cov-report=html --cov-report=term -v
# Or with pattern if provided
uv run pytest tests/*{pattern}* --cov=basic_memory --cov-report=html --cov-report=term -v
```
2. **Generate Coverage Reports**
- Terminal summary with percentages
- HTML report for detailed analysis
- Identify files below coverage threshold
### Step 2: Coverage Analysis
1. **Summary Statistics**
- Overall coverage percentage
- Number of files with 100% coverage
- Files below 95% threshold
- Total lines covered/missed
2. **Detailed Breakdown**
- Coverage by module/package
- Identify untested code paths
- Find missing edge case tests
### Step 3: Report Generation
Generate comprehensive coverage report:
```
🧪 Test Coverage Report
📊 OVERALL COVERAGE: 98.2% (target: 95%+)
✅ EXCELLENT COVERAGE (>95%):
├── basic_memory/mcp/: 99.1%
├── basic_memory/services/: 98.8%
├── basic_memory/repository/: 97.9%
└── basic_memory/api/: 96.2%
⚠️ NEEDS ATTENTION (<95%):
├── basic_memory/sync/: 94.1% (missing 12 lines)
└── basic_memory/importers/: 91.8% (missing 23 lines)
🎯 SPECIFIC GAPS:
├── sync_service.py:142-145 (error handling)
├── importer_base.py:67-70 (edge case)
└── file_utils.py:89 (exception path)
📁 HTML Report: htmlcov/index.html
🚀 Run `open htmlcov/index.html` to view detailed report
```
### Step 4: Actionable Recommendations
1. **Coverage Improvements**
- Suggest specific tests to add
- Identify edge cases to cover
- Recommend integration tests
2. **Quality Insights**
- Highlight well-tested modules
- Point out testing patterns to follow
- Suggest refactoring for testability
## Advanced Analysis
### Performance Metrics
- Test execution time by module
- Slowest tests identification
- Coverage collection overhead
### Integration Coverage
- MCP tool integration tests
- API endpoint coverage
- Database operation coverage
- File system operation coverage
## Output Examples
### Full Coverage Success
```
🎉 EXCELLENT COVERAGE!
📊 Coverage: 98.7% (744 tests passed)
✅ All modules above 95% threshold
🏆 23 files with 100% coverage
⚡ Tests completed in 45.2s
Ready for release! 🚀
```
### Coverage Issues Found
```
⚠️ COVERAGE GAPS DETECTED
📊 Coverage: 92.1% (below 95% target)
❌ 3 modules need attention
🔍 43 uncovered lines found
Priority fixes:
1. Add tests for error handling in sync_service.py
2. Cover edge cases in importer_base.py
3. Test exception paths in file_utils.py
Run specific tests:
uv run pytest tests/sync/ -v
```
## Context
- Uses pytest with coverage plugin
- Generates both terminal and HTML reports
- Focuses on actionable improvement suggestions
- Integrates with existing test infrastructure
- Helps maintain high code quality standards
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# /project:test-live - Live Basic Memory Testing Suite
Execute comprehensive real-world testing of Basic Memory using the installed version, following the methodology in TESTING.md. All test results are recorded as notes in a dedicated test project.
## Usage
```
/project:test-live [phase]
```
**Parameters:**
- `phase` (optional): Specific test phase to run (`core`, `features`, `edge`, `workflows`, `stress`, or `all`)
## Implementation
You are an expert QA engineer conducting live testing of Basic Memory.
When the user runs `/project:test-live`, execute comprehensive testing following the TESTING.md methodology:
### Pre-Test Setup
1. **Environment Verification**
- Verify basic-memory is installed and accessible via MCP
- Check version and confirm it's the expected release
- Test MCP connection and tool availability
2. **Test Project Creation**
Run the bash `date` command to get the current date/time.
```
Create project: "basic-memory-testing-[timestamp]"
Location: ~/basic-memory-testing-[timestamp]
Purpose: Record all test observations and results
```
Make sure to switch to the newly created project with the `switch_project()` tool.
3. **Baseline Documentation**
Create initial test session note with:
- Test environment details
- Version being tested
- Test objectives and scope
- Start timestamp
### Phase 1: Core Functionality Validation
Test all fundamental MCP tools systematically:
**write_note Tests:**
- Basic note creation with various content types
- Frontmatter handling (tags, custom fields)
- Special characters in titles and content
- Unicode and emoji support
- Empty notes and minimal content
**read_note Tests:**
- Read by title, permalink, memory:// URLs
- Non-existent notes (error handling)
- Notes with complex formatting
- Performance with large notes
**view_note Tests:**
- View notes as formatted artifacts (Claude Desktop)
- Title extraction from frontmatter and headings
- Unicode and emoji content in artifacts
- Error handling for non-existent notes
- Artifact display quality and readability
**search_notes Tests:**
- Simple text queries
- Tag-based searches
- Boolean operators and complex queries
- Empty/no results scenarios
- Performance with growing knowledge base
**Recent Activity Tests:**
- Various timeframes ("today", "1 week", "1d")
- Type filtering (if available)
- Empty project scenarios
- Performance with many recent changes
**Context Building Tests:**
- Different depth levels (1, 2, 3+)
- Various timeframes
- Relation traversal accuracy
- Performance with complex graphs
### Phase 2: v0.13.0 Feature Deep Dive
**Project Management:**
- Create multiple projects dynamically
- Switch between projects mid-conversation
- Cross-project operations
- Project discovery and status
- Default project behavior
- Invalid project handling
**Advanced Note Editing:**
- `edit_note` with append operations
- Prepend operations
- Find/replace with validation
- Section replacement under headers
- Error scenarios (invalid operations)
- Frontmatter preservation
**File Management:**
- `move_note` within same project
- Move between projects
- Automatic folder creation
- Special characters in paths
- Database consistency validation
- Search index updates after moves
### Phase 3: Edge Case Exploration
**Boundary Testing:**
- Very long titles and content (stress limits)
- Empty projects and notes
- Unicode, emojis, special symbols
- Deeply nested folder structures
- Circular relations and self-references
- Maximum relation depths
**Error Scenarios:**
- Invalid memory:// URLs
- Missing files referenced in database
- Invalid project names and paths
- Malformed note structures
- Concurrent operation conflicts
**Performance Testing:**
- Create 100+ notes rapidly
- Complex search queries
- Deep relation chains (5+ levels)
- Rapid successive operations
- Memory usage monitoring
### Phase 4: Real-World Workflow Scenarios
**Meeting Notes Pipeline:**
1. Create meeting notes with action items
2. Extract action items using edit_note
3. Build relations to project documents
4. Update progress incrementally
5. Search and track completion
**Research Knowledge Building:**
1. Create research topic hierarchy
2. Build complex relation networks
3. Add incremental findings over time
4. Search for connections and patterns
5. Reorganize as knowledge evolves
**Multi-Project Workflow:**
1. Technical documentation project
2. Personal recipe collection project
3. Learning/course notes project
4. Switch contexts during conversation
5. Cross-reference related concepts
**Content Evolution:**
1. Start with basic notes
2. Enhance with relations and observations
3. Reorganize file structure using moves
4. Update content with edit operations
5. Validate knowledge graph integrity
### Phase 5: Creative Stress Testing
**Creative Exploration:**
- Rapid project creation/switching patterns
- Unusual but valid markdown structures
- Creative observation categories
- Novel relation types and patterns
- Unexpected tool combinations
**Stress Scenarios:**
- Bulk operations (many notes quickly)
- Complex nested moves and edits
- Deep context building
- Complex boolean search expressions
- Resource constraint testing
## Test Observation Format
Record ALL observations immediately as Basic Memory notes:
```markdown
---
title: Test Session [Phase] YYYY-MM-DD HH:MM
tags: [testing, v0.13.0, live-testing, [phase]]
permalink: test-session-[phase]-[timestamp]
---
# Test Session [Phase] - [Date/Time]
## Environment
- Basic Memory version: [version]
- MCP connection: [status]
- Test project: [name]
- Phase focus: [description]
## Test Results
### ✅ Successful Operations
- [timestamp] write_note: Created note with emoji title 📝 #functionality
- [timestamp] search_notes: Boolean query returned 23 results in 0.4s #performance
- [timestamp] edit_note: Append operation preserved frontmatter #reliability
### ⚠️ Issues Discovered
- [timestamp] move_note: Slow with deep folder paths (2.1s) #performance
- [timestamp] search_notes: Unicode query returned unexpected results #bug
- [timestamp] project switch: Context lost for memory:// URLs #issue
### 🚀 Enhancements Identified
- edit_note could benefit from preview mode #ux-improvement
- search_notes needs fuzzy matching for typos #feature-idea
- move_note could auto-suggest folder creation #usability
### 📊 Performance Metrics
- Average write_note time: 0.3s
- Search with 100+ notes: 0.6s
- Project switch overhead: 0.1s
- Memory usage: [observed levels]
## Relations
- tests [[Basic Memory v0.13.0]]
- part_of [[Live Testing Suite]]
- found_issues [[Bug Report: Unicode Search]]
- discovered [[Performance Optimization Opportunities]]
```
## Quality Assessment Areas
**User Experience & Usability:**
- Tool instruction clarity and examples
- Error message actionability
- Response time acceptability
- Tool consistency and discoverability
- Learning curve and intuitiveness
**System Behavior:**
- Context preservation across operations
- memory:// URL navigation reliability
- Multi-step workflow cohesion
- Edge case graceful handling
- Recovery from user errors
**Documentation Alignment:**
- Tool output clarity and helpfulness
- Behavior vs. documentation accuracy
- Example validity and usefulness
- Real-world vs. documented workflows
**Mental Model Validation:**
- Natural user expectation alignment
- Surprising behavior identification
- Mistake recovery ease
- Knowledge graph concept naturalness
**Performance & Reliability:**
- Operation completion times
- Consistency across sessions
- Scaling behavior with growth
- Unexpected slowness identification
## Error Documentation Protocol
For each error discovered:
1. **Immediate Recording**
- Create dedicated error note
- Include exact reproduction steps
- Capture error messages verbatim
- Note system state when error occurred
2. **Error Note Format**
```markdown
---
title: Bug Report - [Short Description]
tags: [bug, testing, v0.13.0, [severity]]
---
# Bug Report: [Description]
## Reproduction Steps
1. [Exact steps to reproduce]
2. [Include all parameters used]
3. [Note any special conditions]
## Expected Behavior
[What should have happened]
## Actual Behavior
[What actually happened]
## Error Messages
```
[Exact error text]
```
## Environment
- Version: [version]
- Project: [name]
- Timestamp: [when]
## Severity
- [ ] Critical (blocks major functionality)
- [ ] High (impacts user experience)
- [ ] Medium (workaround available)
- [ ] Low (minor inconvenience)
## Relations
- discovered_during [[Test Session [Phase]]]
- affects [[Feature Name]]
```
## Success Metrics Tracking
**Quantitative Measures:**
- Test scenario completion rate
- Bug discovery count with severity
- Performance benchmark establishment
- Tool coverage completeness
**Qualitative Measures:**
- Conversation flow naturalness
- Knowledge graph quality
- User experience insights
- System reliability assessment
## Test Execution Flow
1. **Setup Phase** (5 minutes)
- Verify environment and create test project
- Record baseline system state
- Establish performance benchmarks
2. **Core Testing** (15-20 minutes per phase)
- Execute test scenarios systematically
- Record observations immediately
- Note timestamps for performance tracking
- Explore variations when interesting behaviors occur
3. **Documentation** (5 minutes per phase)
- Create phase summary note
- Link related test observations
- Update running issues list
- Record enhancement ideas
4. **Analysis Phase** (10 minutes)
- Review all observations across phases
- Identify patterns and trends
- Create comprehensive summary report
- Generate development recommendations
## Expected Outcomes
**System Validation:**
- v0.13.0 feature verification in real usage
- Edge case discovery beyond unit tests
- Performance baseline establishment
- Bug identification with reproduction cases
**Knowledge Base Creation:**
- Comprehensive testing documentation
- Real usage examples for user guides
- Edge case scenarios for future testing
- Performance insights for optimization
**Development Insights:**
- Prioritized bug fix list
- Enhancement ideas from real usage
- Architecture validation results
- User experience improvement areas
## Post-Test Deliverables
1. **Test Summary Note**
- Overall results and findings
- Critical issues requiring immediate attention
- Enhancement opportunities discovered
- System readiness assessment
2. **Bug Report Collection**
- All discovered issues with reproduction steps
- Severity and impact assessments
- Suggested fixes where applicable
3. **Performance Baseline**
- Timing data for all operations
- Scaling behavior observations
- Resource usage patterns
4. **UX Improvement Recommendations**
- Usability enhancement suggestions
- Documentation improvement areas
- Tool design optimization ideas
5. **Updated TESTING.md**
- Incorporate new test scenarios discovered
- Update based on real execution experience
- Add performance benchmarks and targets
## Context
- Uses installed basic-memory version (not development)
- Tests complete MCP→API→DB→File stack
- Creates living documentation in Basic Memory itself
- Follows integration over isolation philosophy
- Focuses on real usage patterns over checklist validation
- Generates actionable insights for development team
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# 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
-12
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@@ -1,12 +0,0 @@
# To get started with Dependabot version updates, you'll need to specify which
# package ecosystems to update and where the package manifests are located.
# Please see the documentation for all configuration options:
# https://docs.github.com/code-security/dependabot/dependabot-version-updates/configuration-options-for-the-dependabot.yml-file
version: 2
updates:
- package-ecosystem: "" # See documentation for possible values
directory: "/" # Location of package manifests
schedule:
interval: "weekly"
-114
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@@ -1,114 +0,0 @@
name: Claude Code
on:
issue_comment:
types: [created]
pull_request_review_comment:
types: [created]
issues:
types: [opened, assigned]
pull_request_review:
types: [submitted]
jobs:
claude:
if: |
(github.event_name == 'issue_comment' && contains(github.event.comment.body, '@claude')) ||
(github.event_name == 'pull_request_review_comment' && contains(github.event.comment.body, '@claude')) ||
(github.event_name == 'pull_request_review' && contains(github.event.review.body, '@claude')) ||
(github.event_name == 'issues' && (contains(github.event.issue.body, '@claude') || contains(github.event.issue.title, '@claude')))
runs-on: ubuntu-latest
permissions:
contents: read
pull-requests: read
issues: read
id-token: write
steps:
- name: Check user permissions
id: check_membership
uses: actions/github-script@v7
with:
script: |
let actor;
if (context.eventName === 'issue_comment') {
actor = context.payload.comment.user.login;
} else if (context.eventName === 'pull_request_review_comment') {
actor = context.payload.comment.user.login;
} else if (context.eventName === 'pull_request_review') {
actor = context.payload.review.user.login;
} else if (context.eventName === 'issues') {
actor = context.payload.issue.user.login;
}
console.log(`Checking permissions for user: ${actor}`);
// List of explicitly allowed users (organization members)
const allowedUsers = [
'phernandez',
'groksrc',
'nellins',
'bm-claudeai'
];
if (allowedUsers.includes(actor)) {
console.log(`User ${actor} is in the allowed list`);
core.setOutput('is_member', true);
return;
}
// Fallback: Check if user has repository permissions
try {
const collaboration = await github.rest.repos.getCollaboratorPermissionLevel({
owner: context.repo.owner,
repo: context.repo.repo,
username: actor
});
const permission = collaboration.data.permission;
console.log(`User ${actor} has permission level: ${permission}`);
// Allow if user has push access or higher (write, maintain, admin)
const allowed = ['write', 'maintain', 'admin'].includes(permission);
core.setOutput('is_member', allowed);
if (!allowed) {
core.notice(`User ${actor} does not have sufficient repository permissions (has: ${permission})`);
}
} catch (error) {
console.log(`Error checking permissions: ${error.message}`);
// Final fallback: Check if user is a public member of the organization
try {
const membership = await github.rest.orgs.getMembershipForUser({
org: 'basicmachines-co',
username: actor
});
const allowed = membership.data.state === 'active';
core.setOutput('is_member', allowed);
if (!allowed) {
core.notice(`User ${actor} is not a public member of basicmachines-co organization`);
}
} catch (membershipError) {
console.log(`Error checking organization membership: ${membershipError.message}`);
core.setOutput('is_member', false);
core.notice(`User ${actor} does not have access to this repository`);
}
}
- name: Checkout repository
if: steps.check_membership.outputs.is_member == 'true'
uses: actions/checkout@v4
with:
fetch-depth: 1
- name: Run Claude Code
if: steps.check_membership.outputs.is_member == 'true'
id: claude
uses: anthropics/claude-code-action@beta
with:
anthropic_api_key: ${{ secrets.ANTHROPIC_API_KEY }}
allowed_tools: Bash(uv run pytest),Bash(uv run ruff check . --fix),Bash(uv run ruff format .),Bash(uv run pyright),Bash(just test),Bash(just lint),Bash(just format),Bash(just type-check),Bash(just check),Read,Write,Edit,MultiEdit,Glob,Grep,LS
-53
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@@ -1,53 +0,0 @@
name: Dev Release
on:
push:
branches: [main]
workflow_dispatch: # Allow manual triggering
jobs:
dev-release:
runs-on: ubuntu-latest
permissions:
id-token: write
contents: write
steps:
- uses: actions/checkout@v4
with:
fetch-depth: 0
- name: Set up Python
uses: actions/setup-python@v5
with:
python-version: "3.12"
- name: Install uv
run: |
pip install uv
- name: Install dependencies and build
run: |
uv venv
uv sync
uv build
- name: Check if this is a dev version
id: check_version
run: |
VERSION=$(uv run python -c "import basic_memory; print(basic_memory.__version__)")
echo "version=$VERSION" >> $GITHUB_OUTPUT
if [[ "$VERSION" == *"dev"* ]]; then
echo "is_dev=true" >> $GITHUB_OUTPUT
echo "Dev version detected: $VERSION"
else
echo "is_dev=false" >> $GITHUB_OUTPUT
echo "Release version detected: $VERSION, skipping dev release"
fi
- name: Publish dev version to PyPI
if: steps.check_version.outputs.is_dev == 'true'
uses: pypa/gh-action-pypi-publish@release/v1
with:
password: ${{ secrets.PYPI_TOKEN }}
skip-existing: true # Don't fail if version already exists
+66 -24
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@@ -1,54 +1,96 @@
name: Release
on:
push:
tags:
- 'v*' # Trigger on version tags like v1.0.0, v0.13.0, etc.
workflow_dispatch:
inputs:
version_type:
description: 'Type of version bump (major, minor, patch)'
required: true
default: 'patch'
type: choice
options:
- patch
- minor
- major
jobs:
release:
runs-on: ubuntu-latest
concurrency: release
permissions:
id-token: write
contents: write
outputs:
released: ${{ steps.release.outputs.released }}
tag: ${{ steps.release.outputs.tag }}
steps:
- uses: actions/checkout@v4
with:
fetch-depth: 0
- name: Set up Python
uses: actions/setup-python@v5
- name: Python Semantic Release
id: release
uses: python-semantic-release/python-semantic-release@master
with:
github_token: ${{ secrets.GITHUB_TOKEN }}
- name: Publish to PyPI
uses: pypa/gh-action-pypi-publish@release/v1
if: steps.release.outputs.released == 'true'
with:
password: ${{ secrets.PYPI_TOKEN }}
- name: Publish to GitHub Release Assets
uses: python-semantic-release/publish-action@v9.8.9
if: steps.release.outputs.released == 'true'
with:
github_token: ${{ secrets.GITHUB_TOKEN }}
tag: ${{ steps.release.outputs.tag }}
build-macos:
needs: release
if: needs.release.outputs.released == 'true'
runs-on: macos-latest
steps:
- uses: actions/checkout@v4
with:
ref: ${{ needs.release.outputs.tag }}
- name: Set up Python "3.12"
uses: actions/setup-python@v4
with:
python-version: "3.12"
cache: 'pip'
- name: Install librsvg
run: brew install librsvg
- name: Install uv
run: |
pip install uv
- name: Install dependencies and build
- name: Create virtual env
run: |
uv venv
uv sync
uv build
- name: Verify build succeeded
- name: Install dependencies
run: |
# Verify that build artifacts exist
ls -la dist/
echo "Build completed successfully"
uv sync
- name: Create GitHub Release
uses: softprops/action-gh-release@v2
- name: Build macOS installer
run: |
make installer-mac
xattr -dr com.apple.quarantine "installer/build/Basic Memory Installer.app"
- name: Zip macOS installer
run: |
cd installer/build
zip -ry "Basic-Memory-Installer-${{ needs.release.outputs.tag }}.zip" "Basic Memory Installer.app"
- name: Upload macOS installer
uses: softprops/action-gh-release@v1
with:
files: |
dist/*.whl
dist/*.tar.gz
generate_release_notes: true
tag_name: ${{ github.ref_name }}
files: installer/build/Basic-Memory-Installer-${{ needs.release.outputs.tag }}.zip
tag_name: ${{ needs.release.outputs.tag }}
token: ${{ secrets.GITHUB_TOKEN }}
- name: Publish to PyPI
uses: pypa/gh-action-pypi-publish@release/v1
with:
password: ${{ secrets.PYPI_TOKEN }}
+2 -12
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@@ -5,12 +5,6 @@ on:
branches: [ "main" ]
pull_request:
branches: [ "main" ]
# pull_request_target runs on the BASE of the PR, not the merge result.
# It has write permissions and access to secrets.
# It's useful for PRs from forks or automated PRs but requires careful use for security reasons.
# See: https://docs.github.com/en/actions/using-workflows/events-that-trigger-workflows#pull_request_target
pull_request_target:
branches: [ "main" ]
jobs:
test:
@@ -35,10 +29,6 @@ jobs:
run: |
pip install uv
- name: Install just
run: |
curl --proto '=https' --tlsv1.2 -sSf https://just.systems/install.sh | bash -s -- --to /usr/local/bin
- name: Create virtual env
run: |
uv venv
@@ -49,9 +39,9 @@ jobs:
- name: Run type checks
run: |
just type-check
uv run make type-check
- name: Run tests
run: |
uv pip install pytest pytest-cov
just test
uv run make test
+2 -8
View File
@@ -42,14 +42,8 @@ ENV/
# macOS
.DS_Store
.coverage.*
/.coverage.*
# obsidian docs:
/docs/.obsidian/
/examples/.obsidian/
/examples/.basic-memory/
# claude action
claude-output
**/.claude/settings.local.json
/examples/.obsidian/
-14
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@@ -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
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@@ -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
+1 -611
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@@ -1,615 +1,5 @@
# CHANGELOG
## v0.13.4 (2025-06-11)
### Bug Fixes
- **MCP Tools**: Renamed `list_projects` tool to `list_memory_projects` to avoid naming conflicts with other MCP servers
- **Namespace**: Improved tool naming specificity for better MCP server integration and isolation
### Changes
- Tool functionality remains identical - only the name changed from `list_projects` to `list_memory_projects`
- All integration tests updated to use the new tool name
- Better namespace isolation for Basic Memory MCP tools
## v0.13.3 (2025-06-11)
### Bug Fixes
- **Projects**: Fixed case-insensitive project switching where switching succeeded but subsequent operations failed due to session state inconsistency
- **Config**: Enhanced config manager with case-insensitive project lookup using permalink-based matching
- **MCP Tools**: Updated project management tools to store canonical project names from database instead of user input
- **API**: Improved project service to handle both name and permalink lookups consistently
### Technical Improvements
- Added comprehensive case-insensitive project switching test coverage with 5 new integration test scenarios
- Fixed permalink generation inconsistencies where different case inputs could generate different permalinks
- Enhanced project URL construction to use permalinks consistently across all API calls
- Improved error handling and session state management for project operations
### Changes
- Project switching now preserves canonical project names from database in session state
- All project operations use permalink-based lookups for case-insensitive matching
- Enhanced test coverage ensures reliable case-insensitive project operations
## v0.13.2 (2025-06-11)
### Features
- **Release Management**: Added automated release management system with version control in `__init__.py`
- **Automation**: Implemented justfile targets for `release` and `beta` commands with comprehensive quality gates
- **CI/CD**: Enhanced release process with automatic version updates, git tagging, and GitHub release creation
### Development Experience
- Added `.claude/commands/release/` directory with automation documentation
- Implemented release validation including lint, type-check, and test execution
- Streamlined release workflow from manual process to single-command automation
### Technical Improvements
- Updated package version management to use actual version numbers instead of dynamic versioning
- Added release process documentation and command references
- Enhanced justfile with comprehensive release automation targets
## v0.13.1 (2025-06-11)
### Bug Fixes
- **CLI**: Fixed `basic-memory project` project management commands that were not working in v0.13.0 (#129)
- **Projects**: Resolved case sensitivity issues when switching between projects that caused "Project not found" errors (#127)
- **API**: Standardized CLI project command endpoints and improved error handling
- **Core**: Implemented consistent project name handling using permalinks to avoid case-related conflicts
### Changes
- Renamed `basic-memory project sync` command to `basic-memory project sync-config` for clarity
- Improved project switching reliability across different case variations
- Removed redundant server status messages from CLI error outputs
## v0.13.0 (2025-06-11)
### Overview
Basic Memory v0.13.0 is a **major release** that transforms Basic Memory into a true multi-project knowledge management system. This release introduces fluid project switching, advanced note editing capabilities, robust file management, and production-ready OAuth authentication - all while maintaining full backward compatibility.
**What's New for Users:**
- 🎯 **Switch between projects instantly** during conversations with Claude
- ✏️ **Edit notes incrementally** without rewriting entire documents
- 📁 **Move and organize notes** with full database consistency
- 📖 **View notes as formatted artifacts** for better readability in Claude Desktop
- 🔍 **Search frontmatter tags** to discover content more easily
- 🔐 **OAuth authentication** for secure remote access
-**Development builds** automatically published for beta testing
**Key v0.13.0 Accomplishments:**
-**Complete Project Management System** - Project switching and project-specific operations
-**Advanced Note Editing** - Incremental editing with append, prepend, find/replace, and section operations
-**View Notes as Artifacts in Claude Desktop/Web** - Use the view_note tool to view a note as an artifact
-**File Management System** - Full move operations with database consistency and rollback protection
-**Enhanced Search Capabilities** - Frontmatter tags now searchable, improved content discoverability
-**Unified Database Architecture** - Single app-level database for better performance and project management
### Major Features
#### 1. Multiple Project Management
**Switch between projects instantly during conversations:**
```
💬 "What projects do I have?"
🤖 Available projects:
• main (current, default)
• work-notes
• personal-journal
• code-snippets
💬 "Switch to work-notes"
🤖 ✓ Switched to work-notes project
Project Summary:
• 47 entities
• 125 observations
• 23 relations
💬 "What did I work on yesterday?"
🤖 [Shows recent activity from work-notes project]
```
**Key Capabilities:**
- **Instant Project Switching**: Change project context mid-conversation without restart
- **Project-Specific Operations**: Operations work within the currently active project context
- **Project Discovery**: List all available projects with status indicators
- **Session Context**: Maintains active project throughout conversation
- **Backward Compatibility**: Existing single-project setups continue to work seamlessly
#### 2. Advanced Note Editing
**Edit notes incrementally without rewriting entire documents:**
```python
# Append new sections to existing notes
edit_note("project-planning", "append", "\n## New Requirements\n- Feature X\n- Feature Y")
# Prepend timestamps to meeting notes
edit_note("meeting-notes", "prepend", "## 2025-05-27 Update\n- Progress update...")
# Replace specific sections under headers
edit_note("api-spec", "replace_section", "New implementation details", section="## Implementation")
# Find and replace with validation
edit_note("config", "find_replace", "v0.13.0", find_text="v0.12.0", expected_replacements=2)
```
**Key Capabilities:**
- **Append Operations**: Add content to end of notes (most common use case)
- **Prepend Operations**: Add content to beginning of notes
- **Section Replacement**: Replace content under specific markdown headers
- **Find & Replace**: Simple text replacements with occurrence counting
- **Smart Error Handling**: Helpful guidance when operations fail
- **Project Context**: Works within the active project with session awareness
#### 3. Smart File Management
**Move and organize notes:**
```python
# Simple moves with automatic folder creation
move_note("my-note", "work/projects/my-note.md")
# Organize within the active project
move_note("shared-doc", "archive/old-docs/shared-doc.md")
# Rename operations
move_note("old-name", "same-folder/new-name.md")
```
**Key Capabilities:**
- **Database Consistency**: Updates file paths, permalinks, and checksums automatically
- **Search Reindexing**: Maintains search functionality after moves
- **Folder Creation**: Automatically creates destination directories
- **Project Isolation**: Operates within the currently active project
- **Link Preservation**: Maintains internal links and references
#### 4. Enhanced Search & Discovery
**Find content more easily with improved search capabilities:**
- **Frontmatter Tag Search**: Tags from YAML frontmatter are now indexed and searchable
- **Improved Content Discovery**: Search across titles, content, tags, and metadata
- **Project-Scoped Search**: Search within the currently active project
- **Better Search Quality**: Enhanced FTS5 indexing with tag content inclusion
**Example:**
```yaml
---
title: Coffee Brewing Methods
tags: [coffee, brewing, equipment]
---
```
Now searchable by: "coffee", "brewing", "equipment", or "Coffee Brewing Methods"
#### 5. Unified Database Architecture
**Single app-level database for better performance and project management:**
- **Migration from Per-Project DBs**: Moved from multiple SQLite files to single app database
- **Project Isolation**: Proper data separation with project_id foreign keys
- **Better Performance**: Optimized queries and reduced file I/O
### Complete MCP Tool Suite
#### New Project Management Tools
- **`list_projects()`** - Discover and list all available projects with status
- **`switch_project(project_name)`** - Change active project context during conversations
- **`get_current_project()`** - Show currently active project with statistics
- **`set_default_project(project_name)`** - Update default project configuration
- **`sync_status()`** - Check file synchronization status and background operations
#### New Note Operations Tools
- **`edit_note()`** - Incremental note editing (append, prepend, find/replace, section replace)
- **`move_note()`** - Move notes with database consistency and search reindexing
- **`view_note()`** - Display notes as formatted artifacts for better readability in Claude Desktop
#### Enhanced Existing Tools
All existing tools now support:
- **Session context awareness** (operates within the currently active project)
- **Enhanced error messages** with project context metadata
- **Improved response formatting** with project information footers
- **Project isolation** ensures operations stay within the correct project boundaries
### User Experience Improvements
#### Installation Options
**Multiple ways to install and test Basic Memory:**
```bash
# Stable release
uv tool install basic-memory
# Beta/pre-releases
uv tool install basic-memory --pre
```
#### Bug Fixes & Quality Improvements
**Major issues resolved in v0.13.0:**
- **#118**: Fixed YAML tag formatting to follow standard specification
- **#110**: Fixed `--project` flag consistency across all CLI commands
- **#107**: Fixed write_note update failures with existing notes
- **#93**: Fixed custom permalink handling in frontmatter
- **#52**: Enhanced search capabilities with frontmatter tag indexing
- **FTS5 Search**: Fixed special character handling in search queries
- **Error Handling**: Improved error messages and validation across all tools
### Breaking Changes & Migration
#### For Existing Users
**Automatic Migration**: First run will automatically migrate existing data to the new unified database structure. No manual action required.
**What Changes:**
- Database location: Moved to `~/.basic-memory/memory.db` (unified across projects)
- Configuration: Projects defined in `~/.basic-memory/config.json` are synced with database
**What Stays the Same:**
- All existing notes and data remain unchanged
- Default project behavior maintained for single-project users
- All existing MCP tools continue to work without modification
### Documentation & Resources
#### New Documentation
- [Project Management Guide](docs/Project%20Management.md) - Multi-project workflows
- [Note Editing Guide](docs/Note%20Editing.md) - Advanced editing techniques
#### Updated Documentation
- [README.md](README.md) - Installation options and beta build instructions
- [CONTRIBUTING.md](CONTRIBUTING.md) - Release process and version management
- [CLAUDE.md](CLAUDE.md) - Development workflow and CI/CD documentation
- [Claude.ai Integration](docs/Claude.ai%20Integration.md) - Updated MCP tool examples
#### Quick Start Examples
**Project Switching:**
```
💬 "Switch to my work project and show recent activity"
🤖 [Calls switch_project("work") then recent_activity()]
```
**Note Editing:**
```
💬 "Add a section about deployment to my API docs"
🤖 [Calls edit_note("api-docs", "append", "## Deployment\n...")]
```
**File Organization:**
```
💬 "Move my old meeting notes to the archive folder"
🤖 [Calls move_note("meeting-notes", "archive/old-meetings.md")]
```
## v0.12.3 (2025-04-17)
### Bug Fixes
- Add extra logic for permalink generation with mixed Latin unicode and Chinese characters
([`73ea91f`](https://github.com/basicmachines-co/basic-memory/commit/73ea91fe0d1f7ab89b99a1b691d59fe608b7fcbb))
Signed-off-by: phernandez <paul@basicmachines.co>
- Modify recent_activity args to be strings instead of enums
([`3c1cc34`](https://github.com/basicmachines-co/basic-memory/commit/3c1cc346df519e703fae6412d43a92c7232c6226))
Signed-off-by: phernandez <paul@basicmachines.co>
## v0.12.2 (2025-04-08)
### Bug Fixes
- Utf8 for all file reads/write/open instead of default platform encoding
([#91](https://github.com/basicmachines-co/basic-memory/pull/91),
[`2934176`](https://github.com/basicmachines-co/basic-memory/commit/29341763318408ea8f1e954a41046c4185f836c6))
Signed-off-by: phernandez <paul@basicmachines.co>
## v0.12.1 (2025-04-07)
### Bug Fixes
- Run migrations and sync when starting mcp
([#88](https://github.com/basicmachines-co/basic-memory/pull/88),
[`78a3412`](https://github.com/basicmachines-co/basic-memory/commit/78a3412bcff83b46e78e26f8b9fce42ed9e05991))
## v0.12.0 (2025-04-06)
### Bug Fixes
- [bug] `#` character accumulation in markdown frontmatter tags prop
([#79](https://github.com/basicmachines-co/basic-memory/pull/79),
[`6c19c9e`](https://github.com/basicmachines-co/basic-memory/commit/6c19c9edf5131054ba201a109b37f15c83ef150c))
- [bug] Cursor has errors calling search tool
([#78](https://github.com/basicmachines-co/basic-memory/pull/78),
[`9d581ce`](https://github.com/basicmachines-co/basic-memory/commit/9d581cee133f9dde4a0a85118868227390c84161))
- [bug] Some notes never exit "modified" status
([#77](https://github.com/basicmachines-co/basic-memory/pull/77),
[`7930ddb`](https://github.com/basicmachines-co/basic-memory/commit/7930ddb2919057be30ceac8c4c19da6aaa1d3e92))
- [bug] write_note Tool Fails to Update Existing Files in Some Situations.
([#80](https://github.com/basicmachines-co/basic-memory/pull/80),
[`9bff1f7`](https://github.com/basicmachines-co/basic-memory/commit/9bff1f732e71bc60f88b5c2ce3db5a2aa60b8e28))
- Set default mcp log level to ERROR
([#81](https://github.com/basicmachines-co/basic-memory/pull/81),
[`248214c`](https://github.com/basicmachines-co/basic-memory/commit/248214cb114a269ca60ff6398e382f9e2495ad8e))
- Write_note preserves frontmatter fields in content
([#84](https://github.com/basicmachines-co/basic-memory/pull/84),
[`3f4d9e4`](https://github.com/basicmachines-co/basic-memory/commit/3f4d9e4d872ebc0ed719c61b24d803c14a9db5e6))
### Documentation
- Add VS Code instructions to README
([#76](https://github.com/basicmachines-co/basic-memory/pull/76),
[`43cbb7b`](https://github.com/basicmachines-co/basic-memory/commit/43cbb7b38cc0482ac0a41b6759320e3588186e43))
- Updated basicmachines.co links to be https
([#69](https://github.com/basicmachines-co/basic-memory/pull/69),
[`40ea28b`](https://github.com/basicmachines-co/basic-memory/commit/40ea28b0bfc60012924a69ecb76511daa4c7d133))
### Features
- Add watch to mcp process ([#83](https://github.com/basicmachines-co/basic-memory/pull/83),
[`00c8633`](https://github.com/basicmachines-co/basic-memory/commit/00c8633cfcee75ff640ff8fe81dafeb956281a94))
- Permalink enhancements ([#82](https://github.com/basicmachines-co/basic-memory/pull/82),
[`617e60b`](https://github.com/basicmachines-co/basic-memory/commit/617e60bda4a590678a5f551f10a73e7b47e3b13e))
- Avoiding "useless permalink values" for files without metadata - Enable permalinks to be updated
on move via config setting
## v0.11.0 (2025-03-29)
### Bug Fixes
- Just delete db for reset db instead of using migrations.
([#65](https://github.com/basicmachines-co/basic-memory/pull/65),
[`0743ade`](https://github.com/basicmachines-co/basic-memory/commit/0743ade5fc07440f95ecfd816ba7e4cfd74bca12))
Signed-off-by: phernandez <paul@basicmachines.co>
- Make logs for each process - mcp, sync, cli
([#64](https://github.com/basicmachines-co/basic-memory/pull/64),
[`f1c9570`](https://github.com/basicmachines-co/basic-memory/commit/f1c95709cbffb1b88292547b0b8f29fcca22d186))
Signed-off-by: phernandez <paul@basicmachines.co>
### Documentation
- Update broken "Multiple Projects" link in README.md
([#55](https://github.com/basicmachines-co/basic-memory/pull/55),
[`3c68b7d`](https://github.com/basicmachines-co/basic-memory/commit/3c68b7d5dd689322205c67637dca7d188111ee6b))
### Features
- Add bm command alias for basic-memory
([#67](https://github.com/basicmachines-co/basic-memory/pull/67),
[`069c0a2`](https://github.com/basicmachines-co/basic-memory/commit/069c0a21c630784e1bf47d2b7de5d6d1f6fadd7a))
Signed-off-by: phernandez <paul@basicmachines.co>
- Rename search tool to search_notes
([#66](https://github.com/basicmachines-co/basic-memory/pull/66),
[`b278276`](https://github.com/basicmachines-co/basic-memory/commit/b27827671dc010be3e261b8b221aca6b7f836661))
Signed-off-by: phernandez <paul@basicmachines.co>
## v0.10.1 (2025-03-25)
### Bug Fixes
- Make set_default_project also activate project for current session to fix #37
([`cbe72be`](https://github.com/basicmachines-co/basic-memory/commit/cbe72be10a646c0b03931bb39aff9285feae47f9))
This change makes the 'basic-memory project default <name>' command both: 1. Set the default project
for future invocations (persistent change) 2. Activate the project for the current session
(immediate change)
Added tests to verify this behavior, which resolves issue #37 where the project name and path
weren't changing properly when the default project was changed.
🤖 Generated with [Claude Code](https://claude.ai/code)
Co-Authored-By: Claude <noreply@anthropic.com>
- Make set_default_project also activate project for current session to fix #37
([`46c4fd2`](https://github.com/basicmachines-co/basic-memory/commit/46c4fd21645b109af59eb2a0201c7bd849b34a49))
This change makes the 'basic-memory project default <name>' command both: 1. Set the default project
for future invocations (persistent change) 2. Activate the project for the current session
(immediate change)
Added tests to verify this behavior, which resolves issue #37 where the project name and path
weren't changing properly when the default project was changed.
🤖 Generated with [Claude Code](https://claude.ai/code)
Co-Authored-By: Claude <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
- Move ai_assistant_guide.md into package resources to fix #39
([`390ff9d`](https://github.com/basicmachines-co/basic-memory/commit/390ff9d31ccee85bef732e8140b5eeecd7ee176f))
This change relocates the AI assistant guide from the static directory into the package resources
directory, ensuring it gets properly included in the distribution package and is accessible when
installed via pip/uv.
🤖 Generated with [Claude Code](https://claude.ai/code)
Co-Authored-By: Claude <noreply@anthropic.com>
- Move ai_assistant_guide.md into package resources to fix #39
([`cc2cae7`](https://github.com/basicmachines-co/basic-memory/commit/cc2cae72c14b380f78ffeb67c2261e4dbee45faf))
This change relocates the AI assistant guide from the static directory into the package resources
directory, ensuring it gets properly included in the distribution package and is accessible when
installed via pip/uv.
🤖 Generated with [Claude Code](https://claude.ai/code)
Co-Authored-By: Claude <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
- Preserve custom frontmatter fields when updating notes
([`78f234b`](https://github.com/basicmachines-co/basic-memory/commit/78f234b1806b578a0a833e8ee4184015b7369a97))
Fixes #36 by modifying entity_service.update_entity() to read existing frontmatter from files before
updating them. Custom metadata fields such as Status, Priority, and Version are now preserved when
notes are updated through the write_note MCP tool.
Added test case that verifies this behavior by creating a note with custom frontmatter and then
updating it.
🤖 Generated with [Claude Code](https://claude.ai/code)
Co-Authored-By: Claude <noreply@anthropic.com>
- Preserve custom frontmatter fields when updating notes
([`e716946`](https://github.com/basicmachines-co/basic-memory/commit/e716946b4408d017eca4be720956d5a210b4e6b1))
Fixes #36 by modifying entity_service.update_entity() to read existing frontmatter from files before
updating them. Custom metadata fields such as Status, Priority, and Version are now preserved when
notes are updated through the write_note MCP tool.
Added test case that verifies this behavior by creating a note with custom frontmatter and then
updating it.
🤖 Generated with [Claude Code](https://claude.ai/code)
Co-Authored-By: Claude <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
### Chores
- Remove duplicate code in entity_service.py from bad merge
([`681af5d`](https://github.com/basicmachines-co/basic-memory/commit/681af5d4505dadc40b4086630f739d76bac9201d))
Signed-off-by: phernandez <paul@basicmachines.co>
### Documentation
- Add help docs to mcp cli tools
([`731b502`](https://github.com/basicmachines-co/basic-memory/commit/731b502d36cec253d114403d73b48fab3c47786e))
Signed-off-by: phernandez <paul@basicmachines.co>
- Add mcp badge, update cli reference, llms-install.md
([`b26afa9`](https://github.com/basicmachines-co/basic-memory/commit/b26afa927f98021246cd8b64858e57333595ea90))
Signed-off-by: phernandez <paul@basicmachines.co>
- Update CLAUDE.md ([#33](https://github.com/basicmachines-co/basic-memory/pull/33),
[`dfaf0fe`](https://github.com/basicmachines-co/basic-memory/commit/dfaf0fea9cf5b97d169d51a6276ec70162c21a7e))
fix spelling in CLAUDE.md: enviroment -> environment Signed-off-by: Ikko Eltociear Ashimine
<eltociear@gmail.com>
### Refactoring
- Move project stats into projct subcommand
([`2a881b1`](https://github.com/basicmachines-co/basic-memory/commit/2a881b1425c73947f037fbe7ac5539c015b62526))
Signed-off-by: phernandez <paul@basicmachines.co>
## v0.10.0 (2025-03-15)
### Bug Fixes
- Ai_resource_guide.md path
([`da97353`](https://github.com/basicmachines-co/basic-memory/commit/da97353cfc3acc1ceb0eca22ac6af326f77dc199))
Signed-off-by: phernandez <paul@basicmachines.co>
- Ai_resource_guide.md path
([`c4732a4`](https://github.com/basicmachines-co/basic-memory/commit/c4732a47b37dd2e404139fb283b65556c81ce7c9))
- Ai_resource_guide.md path
([`2e9d673`](https://github.com/basicmachines-co/basic-memory/commit/2e9d673e54ad6a63a971db64f01fc2f4e59c2e69))
Signed-off-by: phernandez <paul@basicmachines.co>
- Don't sync *.tmp files on watch ([#31](https://github.com/basicmachines-co/basic-memory/pull/31),
[`6b110b2`](https://github.com/basicmachines-co/basic-memory/commit/6b110b28dd8ba705ebfc0bcb41faf2cb993da2c3))
Fixes #30
Signed-off-by: phernandez <paul@basicmachines.co>
- Drop search_index table on db reindex
([`31cca6f`](https://github.com/basicmachines-co/basic-memory/commit/31cca6f913849a0ab8fc944803533e3072e9ef88))
Signed-off-by: phernandez <paul@basicmachines.co>
- Improve utf-8 support for file reading/writing
([#32](https://github.com/basicmachines-co/basic-memory/pull/32),
[`eb5e4ec`](https://github.com/basicmachines-co/basic-memory/commit/eb5e4ec6bd4d2fe757087be030d867f4ca1d38ba))
fixes #29
Signed-off-by: phernandez <paul@basicmachines.co>
### Chores
- Remove logfire
([`9bb8a02`](https://github.com/basicmachines-co/basic-memory/commit/9bb8a020c3425a02cb3a88f6f02adcd281bccee2))
Signed-off-by: phernandez <paul@basicmachines.co>
### Documentation
- Add glama badge. Fix typos in README.md
([#28](https://github.com/basicmachines-co/basic-memory/pull/28),
[`9af913d`](https://github.com/basicmachines-co/basic-memory/commit/9af913da4fba7bb4908caa3f15f2db2aa03777ec))
Signed-off-by: phernandez <paul@basicmachines.co>
- Update CLAUDE.md with GitHub integration capabilities
([#25](https://github.com/basicmachines-co/basic-memory/pull/25),
[`fea2f40`](https://github.com/basicmachines-co/basic-memory/commit/fea2f40d1b54d0c533e6d7ee7ce1aa7b83ad9a47))
This PR updates the CLAUDE.md file to document the GitHub integration capabilities that enable
Claude to participate directly in the development workflow.
### Features
- Add Smithery integration for easier installation
([#24](https://github.com/basicmachines-co/basic-memory/pull/24),
[`eb1e7b6`](https://github.com/basicmachines-co/basic-memory/commit/eb1e7b6088b0b3dead9c104ee44174b2baebf417))
This PR adds support for deploying Basic Memory on the Smithery platform.
Signed-off-by: bm-claudeai <claude@basicmachines.co>
## v0.9.0 (2025-03-07)
@@ -1082,4 +472,4 @@ 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))
+12 -103
View File
@@ -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
@@ -64,8 +63,7 @@ See the [README.md](README.md) file for a project overview.
- Testing uses pytest with asyncio support (strict mode)
- 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
- Each test runs in a standalone enviroment with in memory SQLite and tmp_file directory
## 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
@@ -132,93 +130,4 @@ of using AI just for code generation, we've developed a true collaborative workf
5. Results improve through iterative collaboration and shared understanding
This approach has allowed us to tackle more complex challenges and build a more robust system than either humans or AI
could achieve independently.
## GitHub Integration
Basic Memory uses Claude directly into the development workflow through GitHub:
### GitHub MCP Tools
Using the GitHub Model Context Protocol server, Claude can:
- **Repository Management**:
- 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
- **Pull Request Workflow**:
- 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.
### Collaborative Development Process
With GitHub integration, the development workflow includes:
1. **Direct code review** - Claude can analyze PRs and provide detailed feedback
2. **Contribution tracking** - All of Claude's contributions are properly attributed in the Git history
3. **Branch management** - Claude can create feature branches for implementations
4. **Documentation maintenance** - Claude can keep documentation updated as the code evolves
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
could achieve independently.
+42 -82
View File
@@ -1,7 +1,6 @@
# Contributing to Basic Memory
Thank you for considering contributing to Basic Memory! This document outlines the process for contributing to the
project and how to get started as a developer.
Thank you for considering contributing to Basic Memory! This document outlines the process for contributing to the project and how to get started as a developer.
## Getting Started
@@ -15,8 +14,8 @@ project and how to get started as a developer.
2. **Install Dependencies**:
```bash
# Using just (recommended)
just install
# Using make (recommended)
make install
# Or using uv
uv install -e ".[dev]"
@@ -25,12 +24,10 @@ project and how to get started as a developer.
pip install -e ".[dev]"
```
> **Note**: Basic Memory uses [just](https://just.systems) as a modern command runner. Install with `brew install just` or `cargo install just`.
3. **Run the Tests**:
```bash
# Run all tests
just test
make test
# or
uv run pytest -p pytest_mock -v
@@ -51,16 +48,16 @@ project and how to get started as a developer.
4. **Check Code Quality**:
```bash
# Run all checks at once
just check
make check
# Or run individual checks
just lint # Run linting
just format # Format code
just type-check # Type checking
make lint # Run linting
make format # Format code
make type-check # Type checking
```
5. **Test Your Changes**: Ensure all tests pass locally and maintain 100% test coverage.
```bash
just test
make test
```
6. **Submit a PR**: Submit a pull request with a detailed description of your changes.
@@ -68,64 +65,61 @@ project and how to get started as a developer.
This project is designed for collaborative development between humans and LLMs (Large Language Models):
1. **CLAUDE.md**: The repository includes a `CLAUDE.md` file that serves as a project guide for both humans and LLMs.
This file contains:
- Key project information and architectural overview
- Development commands and workflows
- Code style guidelines
- Documentation standards
1. **CLAUDE.md**: The repository includes a `CLAUDE.md` file that serves as a project guide for both humans and LLMs. This file contains:
- Key project information and architectural overview
- Development commands and workflows
- Code style guidelines
- Documentation standards
2. **AI-Human Collaborative Workflow**:
- We encourage using LLMs like Claude for code generation, reviews, and documentation
- When possible, save context in markdown files that can be referenced later
- This enables seamless knowledge transfer between different development sessions
- Claude can help with implementation details while you focus on architecture and design
- We encourage using LLMs like Claude for code generation, reviews, and documentation
- When possible, save context in markdown files that can be referenced later
- This enables seamless knowledge transfer between different development sessions
- Claude can help with implementation details while you focus on architecture and design
3. **Adding to CLAUDE.md**:
- If you discover useful project information or common commands, consider adding them to CLAUDE.md
- This helps all contributors (human and AI) maintain consistent knowledge of the project
- If you discover useful project information or common commands, consider adding them to CLAUDE.md
- This helps all contributors (human and AI) maintain consistent knowledge of the project
## Pull Request Process
1. **Create a Pull Request**: Open a PR against the `main` branch with a clear title and description.
2. **Sign the Developer Certificate of Origin (DCO)**: All contributions require signing our DCO, which certifies that
you have the right to submit your contributions. This will be automatically checked by our CLA assistant when you
create a PR.
2. **Sign the Developer Certificate of Origin (DCO)**: All contributions require signing our DCO, which certifies that you have the right to submit your contributions. This will be automatically checked by our CLA assistant when you create a PR.
3. **PR Description**: Include:
- What the PR changes
- Why the change is needed
- How you tested the changes
- Any related issues (use "Fixes #123" to automatically close issues)
- What the PR changes
- Why the change is needed
- How you tested the changes
- Any related issues (use "Fixes #123" to automatically close issues)
4. **Code Review**: Wait for code review and address any feedback.
5. **CI Checks**: Ensure all CI checks pass.
6. **Merge**: Once approved, a maintainer will merge your PR.
## Developer Certificate of Origin
By contributing to this project, you agree to the [Developer Certificate of Origin (DCO)](CLA.md). This means you
certify that:
By contributing to this project, you agree to the [Developer Certificate of Origin (DCO)](CLA.md). This means you certify that:
- You have the right to submit your contributions
- You're not knowingly submitting code with patent or copyright issues
- Your contributions are provided under the project's license (AGPL-3.0)
This is a lightweight alternative to a Contributor License Agreement and helps ensure that all contributions can be
properly incorporated into the project and potentially used in commercial applications.
This is a lightweight alternative to a Contributor License Agreement and helps ensure that all contributions can be properly incorporated into the project and potentially used in commercial applications.
### Signing Your Commits
Sign your commit:
You can sign your commits in one of two ways:
**Using the `-s` or `--signoff` flag**:
1. **Using the `-s` or `--signoff` flag**:
```bash
git commit -s -m "Your commit message"
```
This adds a `Signed-off-by` line to your commit message, certifying that you adhere to the DCO.
```bash
git commit -s -m "Your commit message"
```
2. **Configuring Git to automatically sign off**:
```bash
git config --global alias.cs 'commit -s'
```
Then use `git cs -m "Your commit message"` to commit with sign-off.
This adds a `Signed-off-by` line to your commit message, certifying that you adhere to the DCO.
The sign-off certifies that you have the right to submit your contribution under the project's license and verifies your
agreement to the DCO.
The sign-off certifies that you have the right to submit your contribution under the project's license and verifies your agreement to the DCO.
## Code Style Guidelines
@@ -141,44 +135,10 @@ agreement to the DCO.
- **Coverage Target**: We aim for 100% test coverage for all code
- **Test Framework**: Use pytest for unit and integration tests
- **Mocking**: Use pytest-mock for mocking dependencies only when necessary
- **Mocking**: Use pytest-mock for mocking dependencies
- **Edge Cases**: Test both normal operation and edge cases
- **Database Testing**: Use in-memory SQLite for testing database operations
- **Fixtures**: Use async pytest fixtures for setup and teardown
## Release Process
Basic Memory uses automatic versioning based on git tags with `uv-dynamic-versioning`. Here's how releases work:
### Version Management
- **Development versions**: Automatically generated from git commits (e.g., `0.12.4.dev26+468a22f`)
- **Beta releases**: Created by tagging with beta suffixes (e.g., `git tag v0.13.0b1`)
- **Stable releases**: Created by tagging with version numbers (e.g., `git tag v0.13.0`)
### Release Workflows
#### Development Builds
- Automatically published to PyPI on every commit to `main`
- Version format: `0.12.4.dev26+468a22f` (base version + dev + commit count + hash)
- Users install with: `pip install basic-memory --pre --force-reinstall`
#### Beta Releases
1. Create and push a beta tag: `git tag v0.13.0b1 && git push origin v0.13.0b1`
2. GitHub Actions automatically builds and publishes to PyPI
3. Users install with: `pip install basic-memory --pre`
#### Stable Releases
1. Create and push a version tag: `git tag v0.13.0 && git push origin v0.13.0`
2. GitHub Actions automatically:
- Builds the package with version `0.13.0`
- Creates GitHub release with auto-generated notes
- Publishes to PyPI
3. Users install with: `pip install basic-memory`
### For Contributors
- No manual version bumping required
- Versions are automatically derived from git tags
- Focus on code changes, not version management
- **Fixtures**: Use pytest fixtures for setup and teardown
## Creating Issues
@@ -196,4 +156,4 @@ All contributors must follow the [Code of Conduct](CODE_OF_CONDUCT.md).
## Thank You!
Your contributions help make Basic Memory better. We appreciate your time and effort!
Your contributions help make Basic Memory better for everyone. We appreciate your time and effort!
+2 -2
View File
@@ -8,9 +8,9 @@ COPY . .
# Install pip and build dependencies
RUN pip install --upgrade pip \
&& pip install . --no-cache-dir --ignore-installed
&& pip install . --no-cache-dir --ignore-installed
# Expose port if necessary (e.g., uv might use a port, but MCP over stdio so not needed here)
# Use the basic-memory entrypoint to run the MCP server
CMD ["basic-memory", "mcp"]
CMD ["basic-memory", "mcp"]
+67
View File
@@ -0,0 +1,67 @@
.PHONY: install test test-module lint clean format type-check installer-mac installer-win check
install:
pip install -e ".[dev]"
test:
uv run pytest -p pytest_mock -v
# Run tests for a specific module
# Usage: make test-module m=path/to/module.py [cov=module_path]
test-module:
@if [ -z "$(m)" ]; then \
echo "Usage: make test-module m=path/to/module.py [cov=module_path]"; \
exit 1; \
fi; \
if [ -z "$(cov)" ]; then \
uv run pytest $(m) -v; \
else \
uv run pytest $(m) -v --cov=$(cov); \
fi
lint:
ruff check . --fix
type-check:
uv run pyright
clean:
find . -type f -name '*.pyc' -delete
find . -type d -name '__pycache__' -exec rm -r {} +
rm -rf installer/build/
rm -rf installer/dist/
rm -f rw.*.dmg
rm -rf dist
rm -rf installer/build
rm -rf installer/dist
rm -f .coverage.*
format:
uv run ruff format .
# run inspector tool
run-inspector:
uv run mcp dev src/basic_memory/mcp/main.py
# Build app installer
installer-mac:
cd installer && chmod +x make_icons.sh && ./make_icons.sh
cd installer && uv run python setup.py bdist_mac
installer-win:
cd installer && uv run python setup.py bdist_win32
update-deps:
uv lock --upgrade
check: lint format type-check test
# Target for generating Alembic migrations with a message from command line
migration:
@if [ -z "$(m)" ]; then \
echo "Usage: make migration m=\"Your migration message\""; \
exit 1; \
fi; \
cd src/basic_memory/alembic && alembic revision --autogenerate -m "$(m)"
+386 -97
View File
@@ -1,34 +1,39 @@
# Basic Memory
[![License: AGPL v3](https://img.shields.io/badge/License-AGPL_v3-blue.svg)](https://www.gnu.org/licenses/agpl-3.0)
[![PyPI version](https://badge.fury.io/py/basic-memory.svg)](https://badge.fury.io/py/basic-memory)
[![Python 3.12+](https://img.shields.io/badge/python-3.12+-blue.svg)](https://www.python.org/downloads/)
[![Tests](https://github.com/basicmachines-co/basic-memory/workflows/Tests/badge.svg)](https://github.com/basicmachines-co/basic-memory/actions)
[![Ruff](https://img.shields.io/endpoint?url=https://raw.githubusercontent.com/astral-sh/ruff/main/assets/badge/v2.json)](https://github.com/astral-sh/ruff)
![](https://badge.mcpx.dev?type=server 'MCP Server')
![](https://badge.mcpx.dev?type=dev 'MCP Dev')
[![smithery badge](https://smithery.ai/badge/@basicmachines-co/basic-memory)](https://smithery.ai/server/@basicmachines-co/basic-memory)
# Basic Memory
Basic Memory lets you build persistent knowledge through natural conversations with Large Language Models (LLMs) like
Claude, while keeping everything in simple Markdown files on your computer. It uses the Model Context Protocol (MCP) to
enable any compatible LLM to read and write to your local knowledge base.
- Website: https://basicmachines.co
- Documentation: https://memory.basicmachines.co
- Website: http://basicmachines.co
- Documentation: http://memory.basicmachines.co
## Pick up your conversation right where you left off
![Example Gif](docs/attachments/Obsidian-CoffeeKnowledgeBase-examples-overlays.gif)
- 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
https://github.com/user-attachments/assets/a55d8238-8dd0-454a-be4c-8860dbbd0ddc
Basic Memory provides persistent contextual awareness across sessions through a structured knowledge graph.
The system enables LLMs to access and reference prior conversations, track semantic relationships between concepts, and
incorporate human edits made directly to knowledge files.
## Quick Start
### Installing via Smithery
To install Basic Memory for Claude Desktop automatically via [Smithery](https://smithery.ai/server/@basicmachines-co/basic-memory):
```bash
npx -y @smithery/cli install @basicmachines-co/basic-memory --client claude
```
### Installing Manually
```bash
# Install with uv (recommended)
uv tool install basic-memory
uv install basic-memory
# Configure Claude Desktop (edit ~/Library/Application Support/Claude/claude_desktop_config.json)
# Add this to your config:
@@ -52,23 +57,33 @@ uv tool install basic-memory
You can view shared context via files in `~/basic-memory` (default directory location).
### Alternative Installation via Smithery
You can also install the cli tools to sync files or manage projects.
You can use [Smithery](https://smithery.ai/server/@basicmachines-co/basic-memory) to automatically configure Basic
Memory for Claude Desktop:
```bash
uv tool install basic-memory
```bash
npx -y @smithery/cli install @basicmachines-co/basic-memory --client claude
# create a new project in a different directory
basic-memory project add coffee ./examples/coffee
# you can set the project to the default
basic-memory project default coffee
```
This installs and configures Basic Memory without requiring manual edits to the Claude Desktop configuration file. The
Smithery server hosts the MCP server component, while your data remains stored locally as Markdown files.
View available projects
### Glama.ai
```bash
basic-memory project list
Basic Memory Projects
┏━━━━━━━━┳━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━┳━━━━━━━━━┳━━━━━━━━┓
┃ Name ┃ Path ┃ Default ┃ Active ┃
┡━━━━━━━━╇━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━╇━━━━━━━━━╇━━━━━━━━┩
│ main │ ~/basic-memory │ ✓ │ ✓ │
│ coffee │ ~/dev/basicmachines/basic-memory/examples/coffee │ │ │
└────────┴──────────────────────────────────────────────────┴─────────┴────────┘
```
<a href="https://glama.ai/mcp/servers/o90kttu9ym">
<img width="380" height="200" src="https://glama.ai/mcp/servers/o90kttu9ym/badge" alt="basic-memory MCP server" />
</a>
Basic Memory will write notes in Markdown format. Open you project directory in your text editor to view project files
while you have conversations with an LLM.
## Why Basic Memory?
@@ -149,13 +164,36 @@ tags:
- affects [[Flavor Extraction]]
```
The note embeds semantic content and links to other topics via simple Markdown formatting.
The note embeds semantic content and links to other topics via simple Markdown
formatting.
3. You see this file on your computer in real time in the current project directory (default `~/$HOME/basic-memory`).
3. You see this file on your computer in real time in the `~/$HOME/basic-memory` directory:
- Realtime sync is enabled by default with the v0.12.0 version
```markdown
---
title: Coffee Brewing Methods
permalink: coffee-brewing-methods
type: note
---
4. In a chat with the LLM, you can reference a topic:
# Coffee Brewing Methods
## Observations
- [method] Pour over provides more clarity and highlights subtle flavors
- [technique] Water temperature at 205°F (96°C) extracts optimal compounds
- [principle] Freshly ground beans preserve aromatics and flavor
- [preference] Medium-light roasts work best for pour over # Added by you
## Relations
- relates_to [[Coffee Bean Origins]]
- requires [[Proper Grinding Technique]]
- affects [[Flavor Extraction]]
- pairs_with [[Breakfast Pastries]] # Added by you
```
4. In a new chat with the LLM, you can reference this knowledge:
```
Look at `coffee-brewing-methods` for context about pour over coffee
@@ -175,14 +213,15 @@ Following relation 'requires [[Proper Grinding Technique]]':
- Impact of consistent particle size on extraction
```
Each related document can lead to more context, building a rich semantic understanding of your knowledge base.
Each related document can lead to more context, building a rich semantic understanding of your knowledge base. All of
this context comes from standard Markdown files that both humans and LLMs can read and write.
This creates a two-way flow where:
Every time the LLM writes notes,they are saved in local Markdown files that you can:
- Humans write and edit Markdown files
- LLMs read and write through the MCP protocol
- Sync keeps everything consistent
- All knowledge stays in local files.
- Edit in any text editor
- Version via git
- Back up normally
- Share when you want to
## Technical Implementation
@@ -218,7 +257,7 @@ permalink: <a uri slug>
Observations are facts about a topic.
They can be added by creating a Markdown list with a special format that can reference a `category`, `tags` using a
"#" character, and an optional `context`.
"#" charactor, and an optional `context`.
Observation Markdown format:
@@ -262,42 +301,72 @@ Examples of relations:
- documented_in [[Coffee Journal]]
```
## Using with VS Code
For one-click installation, click one of the install buttons below...
### Complete Example
[![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)
Here's a complete example of a note with frontmatter, observations, and relations:
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.
```markdown
---
title: Pour Over Coffee Method
type: note
permalink: pour-over-coffee-method
tags:
- brewing
- coffee
- techniques
---
### Manual Installation
# Pour Over Coffee Method
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)`.
This note documents the pour over brewing method and my experiences with it.
```json
{
"mcp": {
"servers": {
"basic-memory": {
"command": "uvx",
"args": ["basic-memory", "mcp"]
}
}
}
}
## Overview
The pour over method involves pouring hot water through coffee grounds in a filter. The water drains through the coffee
and filter into a carafe or cup.
## Observations
- [equipment] Hario V60 dripper produces clean, bright cup #gear
- [technique] Pour in concentric circles to ensure even extraction
- [ratio] 1:16 coffee-to-water ratio works best for balanced flavor
- [timing] Total brew time should be 2:30-3:00 minutes for medium roast
- [temperature] Water at 205°F (96°C) extracts optimal flavor compounds
- [grind] Medium-fine grind similar to table salt texture
- [tip] 30-45 second bloom with double the coffee weight in water
- [result] Produces a cleaner cup with more distinct flavor notes than immersion methods
## Relations
- complements [[Light Roast Beans]]
- requires [[Gooseneck Kettle]]
- contrasts_with [[French Press Method]]
- pairs_with [[Breakfast Pastries]]
- documented_in [[Brewing Journal]]
- inspired_by [[Japanese Brewing Techniques]]
- affects [[Flavor Extraction]]
- part_of [[Morning Ritual]]
```
Optionally, you can add it to a file called `.vscode/mcp.json` in your workspace. This will allow you to share the configuration with others.
Basic Memory will parse the Markdown and derive the semantic relationships in the content. When you run
`basic-memory sync`:
```json
{
"servers": {
"basic-memory": {
"command": "uvx",
"args": ["basic-memory", "mcp"]
}
}
}
```
1. New and changed files are detected
2. Markdown patterns become semantic knowledge:
- `[tech]` becomes a categorized observation
- `[[WikiLink]]` creates a relation in the knowledge graph
- Tags and metadata are indexed for search
3. A SQLite database maintains these relationships for fast querying
4. MCP-compatible LLMs can access this knowledge via memory:// URLs
This creates a two-way flow where:
- Humans write and edit Markdown files
- LLMs read and write through the MCP protocol
- Sync keeps everything consistent
- All knowledge stays in local files.
## Using with Claude Desktop
@@ -322,8 +391,7 @@ 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 +401,9 @@ config:
"command": "uvx",
"args": [
"basic-memory",
"mcp",
"--project",
"your-project-name",
"mcp"
"your-project-name"
]
}
}
@@ -344,7 +412,13 @@ 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 +426,7 @@ 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
```
@@ -367,48 +441,263 @@ canvas(nodes, edges, title, folder) - Generate knowledge visualizations
"What have I been working on in the past week?"
```
## Futher info
## Multiple Projects
See the [Documentation](https://memory.basicmachines.co/) for more info, including:
Basic Memory supports managing multiple separate knowledge bases through projects. This feature allows you to maintain
separate knowledge graphs for different purposes (e.g., personal notes, work projects, research topics).
- [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)
### Managing Projects
## Installation Options
### Stable Release
```bash
pip install basic-memory
# List all configured projects
basic-memory project list
# Add a new project
basic-memory project add work ~/work-basic-memory
# Set the default project
basic-memory project default work
# Remove a project (doesn't delete files)
basic-memory project remove personal
# Show current project
basic-memory project current
```
### Beta/Pre-releases
### Using Projects in Commands
All commands support the `--project` flag to specify which project to use:
```bash
pip install basic-memory --pre
# Sync a specific project
basic-memory --project=work sync
# Run MCP server for a specific project
basic-memory --project=personal mcp
```
### Development Builds
Development versions are automatically published on every commit to main with versions like `0.12.4.dev26+468a22f`:
You can also set the `BASIC_MEMORY_PROJECT` environment variable:
```bash
pip install basic-memory --pre --force-reinstall
BASIC_MEMORY_PROJECT=work basic-memory sync
```
### Project Isolation
Each project maintains:
- Its own collection of markdown files in the specified directory
- A separate SQLite database for that project
- Complete knowledge graph isolation from other projects
## Design Philosophy
Basic Memory is built on some key ideas:
- Your knowledge should stay in files you control
- Both humans and AI should use natural formats
- Simple text patterns can capture rich meaning
- Local-first doesn't mean feature-poor
- Knowledge should persist across conversations
- AI assistants should build on past context
- File formats should be human-readable and editable
- Semantic structure should emerge from natural patterns
- Knowledge graphs should be both AI and human navigable
- Systems should augment human memory, not replace it
## Importing Existing Data
Basic Memory provides CLI commands to import data from various sources, converting them into the structured Markdown
format:
### Claude.ai
First, request an export of your data from your Claude account. The data will be emailed to you in several files,
including
`conversations.json` and `projects.json`.
Import Claude.ai conversation data
```bash
basic-memory import claude conversations
```
The conversations will be turned into Markdown files and placed in the "conversations" folder by default (this can be
changed with the --folder arg).
Example:
```bash
Importing chats from conversations.json...writing to .../basic-memory
Reading chat data... ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 100%
╭────────────────────────────╮
│ Import complete! │
│ │
│ Imported 307 conversations │
│ Containing 7769 messages │
╰────────────────────────────╯
```
Next, you can run the `sync` command to import the data into basic-memory
```bash
basic-memory sync
```
You can also import project data from Claude.ai
```bash
➜ basic-memory import claude projects
Importing projects from projects.json...writing to .../basic-memory/projects
Reading project data... ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 100%
╭────────────────────────────────╮
│ Import complete! │
│ │
│ Imported 101 project documents │
│ Imported 32 prompt templates │
╰────────────────────────────────╯
Run 'basic-memory sync' to index the new files.
```
### OpenAI ChatGPT
```bash
➜ basic-memory import chatgpt
Importing chats from conversations.json...writing to .../basic-memory/conversations
Reading chat data... ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 100%
╭────────────────────────────╮
│ Import complete! │
│ │
│ Imported 198 conversations │
│ Containing 11777 messages │
╰────────────────────────────╯
```
### Knowledge Graph Memory Server
From the MCP Server: https://github.com/modelcontextprotocol/servers/tree/main/src/memory
```bash
➜ basic-memory import memory-json
Importing from memory.json...writing to .../basic-memory
Reading memory.json... ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 100%
Creating entities... ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 100%
╭──────────────────────╮
│ Import complete! │
│ │
│ Created 126 entities │
│ Added 252 relations │
╰──────────────────────╯
```
## Working with Your Knowledge Base
Once you've built up a knowledge base, you can interact with it in several ways:
### Command Line Interface
Basic Memory provides a powerful CLI for managing your knowledge:
```bash
# See all available commands
basic-memory --help
# Check the status of your knowledge sync
basic-memory status
# Access specific tool functionality directly
basic-memory tools
# Start a continuous sync process
basic-memory sync --watch
```
### Obsidian Integration
Basic Memory works seamlessly with [Obsidian](https://obsidian.md/), a popular knowledge management app:
1. Point Obsidian to your Basic Memory directory
2. Use standard Obsidian features like backlinks and graph view
3. See your knowledge graph visually
4. Use the canvas visualization generated by Basic Memory
### File Organization
Basic Memory is flexible about how you organize your files:
- Group by topic in folders
- Use a flat structure with descriptive filenames
- Add custom metadata in frontmatter
- Tag files for better searchability
The system will build the semantic knowledge graph regardless of your file organization preference.
## 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 tools write-note --title "Test Note" --folder "notes"
# Pipe output of a file into a new note
cat README.md | basic-memory tools write-note --title "Project README" --folder "documentation"
# Process text through other tools before saving as a note
cat data.txt | grep "important" | basic-memory tools 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 tools 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 tools write-note --title "Meeting Notes" --folder "meetings" < meeting_notes.md
```
## License
AGPL-3.0
Contributions are welcome. See the [Contributing](CONTRIBUTING.md) guide for info about setting up the project locally
and submitting PRs.
## Star History
<a href="https://www.star-history.com/#basicmachines-co/basic-memory&Date">
<picture>
<source media="(prefers-color-scheme: dark)" srcset="https://api.star-history.com/svg?repos=basicmachines-co/basic-memory&type=Date&theme=dark" />
<source media="(prefers-color-scheme: light)" srcset="https://api.star-history.com/svg?repos=basicmachines-co/basic-memory&type=Date" />
<img alt="Star History Chart" src="https://api.star-history.com/svg?repos=basicmachines-co/basic-memory&type=Date" />
</picture>
</a>
Built with ♥️ by Basic Machines
-13
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@@ -1,13 +0,0 @@
# Security Policy
## Supported Versions
| Version | Supported |
| ------- | ------------------ |
| 0.x.x | :white_check_mark: |
## Reporting a Vulnerability
Use this section to tell people how to report a vulnerability.
If you find a vulnerability, please contact hello@basicmachines.co
+1
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@@ -0,0 +1 @@
{}
+31
View File
@@ -0,0 +1,31 @@
{
"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,
"workspaces": false,
"file-recovery": true,
"publish": true,
"sync": true,
"webviewer": false
}
+6
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@@ -0,0 +1,6 @@
{
"siteId": "947ee055a8c6f1a57efa4afa09791e62",
"host": "publish-01.obsidian.md",
"included": [],
"excluded": []
}
+145 -180
View File
@@ -4,32 +4,10 @@ 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.
@@ -57,66 +35,49 @@ Remember that a knowledge graph with 10 heavily connected notes is more valuable
## 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
```python
# Writing knowledge - THE MOST IMPORTANT TOOL!
response = await write_note(
title="Search Design", # Required: Note title
content="# Search Design\n...", # Required: Note content
folder="specs", # Optional: Folder to save in
tags=["search", "design"], # Optional: Tags for categorization
verbose=True # Optional: Get parsing details
)
```
**Reading knowledge:**
```
read_note("Search Design") # By title
read_note("specs/search-design") # By path
read_note("memory://specs/search") # By memory URL
```
# Reading knowledge
content = await read_note("Search Design") # By title
content = await read_note("specs/search-design") # By path
content = await read_note("memory://specs/search") # By memory URL
**Viewing notes as formatted artifacts (Claude Desktop):**
```
view_note("Search Design") # Creates readable artifact
view_note("specs/search-design") # By permalink
view_note("memory://specs/search") # By memory URL
```
**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..."
# Searching for knowledge
results = await search(
query="authentication system", # Text to search for
page=1, # Optional: Pagination
page_size=10 # Optional: Results per page
)
```
**⚠️ 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
# Building context from the knowledge graph
context = await build_context(
url="memory://specs/search", # Starting point
depth=2, # Optional: How many hops to follow
timeframe="1 month" # Optional: Recent timeframe
)
```
**⚠️ Important:** `move_note` requires exact identifiers (no fuzzy matching). Use `search_notes()` first if uncertain.
### Project Management (v0.13.0)
# Checking recent changes
activity = await recent_activity(
type="all", # Optional: Entity types to include
depth=1, # Optional: Related items to include
timeframe="1 week" # Optional: Time window
)
```
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
# Creating a knowledge visualization
canvas_result = await canvas(
nodes=[{"id": "note1", "label": "Search Design"}], # Nodes to display
edges=[{"from": "note1", "to": "note2"}], # Connections
title="Project Overview", # Canvas title
folder="diagrams" # Storage location
)
```
## memory:// URLs Explained
@@ -191,34 +152,10 @@ Users will interact with Basic Memory in patterns like:
Human: "What were our decisions about auth?"
You: Let me find that information for you.
[Use search_notes() to find relevant notes]
[Use search() 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**
@@ -235,27 +172,16 @@ Users will interact with Basic Memory in patterns like:
- 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)
- Using the same title+folder will overwrite existing notes
- Structure content with clear headings and sections
- Use semantic markup for observations and relations
- 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
@@ -268,13 +194,11 @@ Pour over is my preferred method for light to medium roasts because it highlight
- [technique] Blooming the coffee grounds for 30 seconds improves extraction #brewing
- [preference] Water temperature between 195-205°F works best #temperature
- [equipment] Gooseneck kettle provides better control of water flow #tools
- [timing] Total brew time of 3-4 minutes produces optimal extraction #process
## Relations
- pairs_with [[Light Roast Beans]]
- contrasts_with [[French Press Method]]
- requires [[Proper Grinding Technique]]
- part_of [[Morning Coffee Routine]]
```
### Recording Project Structure
@@ -315,77 +239,119 @@ Discussed strategies for improving the chocolate chip cookie recipe.
- pairs_with [[Homemade Ice Cream]]
```
## v0.13.0 Workflow Examples
### Multi-Project Conversations
**User:** "I need to update my work documentation and also add a personal recipe note."
**Workflow:**
1. `list_projects()` - Check available projects
2. `write_note(title="Sprint Planning", project="work-notes")` - Work content
3. `write_note(title="Weekend Recipes", project="personal")` - Personal content
### Incremental Note Building
**User:** "Add a troubleshooting section to my setup guide."
**Workflow:**
1. `edit_note(identifier="Setup Guide", operation="append", content="\n## Troubleshooting\n...")`
**User:** "Update the authentication section in my API docs."
**Workflow:**
1. `edit_note(identifier="API Documentation", operation="replace_section", section="## Authentication")`
### Smart File Organization
**User:** "My notes are getting messy in the main folder."
**Workflow:**
1. `move_note("Old Meeting Notes", "archive/2024/old-meetings.md")`
2. `move_note("Project Notes", "projects/client-work/notes.md")`
### Creating Effective Relations
When creating relations:
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`
When creating relations, you can:
1. Reference existing entities by their exact title
2. Create forward references to entities that don't exist yet
**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)
```python
# Example workflow for creating notes with effective relations
async def create_note_with_effective_relations():
# Search for existing entities to reference
search_results = await search("travel")
existing_entities = [result.title for result in search_results.primary_results]
# Check if specific entities exist
packing_tips_exists = "Packing Tips" in existing_entities
japan_travel_exists = "Japan Travel Guide" in existing_entities
# Prepare relations section - include both existing and forward references
relations_section = "## Relations\n"
# Existing reference - exact match to known entity
if packing_tips_exists:
relations_section += "- references [[Packing Tips]]\n"
else:
# Forward reference - will be linked when that entity is created later
relations_section += "- references [[Packing Tips]]\n"
# Another possible reference
if japan_travel_exists:
relations_section += "- part_of [[Japan Travel Guide]]\n"
# You can also check recently modified notes to reference them
recent = await recent_activity(timeframe="1 week")
recent_titles = [item.title for item in recent.primary_results]
if "Transportation Options" in recent_titles:
relations_section += "- relates_to [[Transportation Options]]\n"
# Always include meaningful forward references, even if they don't exist yet
relations_section += "- located_in [[Tokyo]]\n"
relations_section += "- visited_during [[Spring 2023 Trip]]\n"
# Now create the note with both verified and forward relations
content = f"""# Tokyo Neighborhood Guide
## Overview
Details about different Tokyo neighborhoods and their unique characteristics.
## Common Issues & Solutions
## Observations
- [area] Shibuya is a busy shopping district #shopping
- [transportation] Yamanote Line connects major neighborhoods #transit
- [recommendation] Visit Shimokitazawa for vintage shopping #unique
- [tip] Get a Suica card for easy train travel #convenience
**Missing Content:**
- Try `search_notes()` with broader terms if `read_note()` fails
- Use fuzzy matching: search for partial titles
{relations_section}
"""
result = await write_note(
title="Tokyo Neighborhood Guide",
content=content,
verbose=True
)
# You can check which relations were resolved and which are forward references
if result and 'relations' in result:
resolved = [r['to_name'] for r in result['relations'] if r.get('target_id')]
forward_refs = [r['to_name'] for r in result['relations'] if not r.get('target_id')]
print(f"Resolved relations: {resolved}")
print(f"Forward references that will be resolved later: {forward_refs}")
```
**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"
## Error Handling
**Sync Issues:**
- If information seems outdated, suggest `basic-memory sync`
- Use `recent_activity()` to check if content is current
Common issues to watch for:
**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
```
1. **Missing Content**
```python
try:
content = await read_note("Document")
except:
# Try search instead
results = await search("Document")
if results and results.primary_results:
# Found something similar
content = await read_note(results.primary_results[0].permalink)
```
2. **Forward References (Unresolved Relations)**
```python
response = await write_note(..., verbose=True)
# Check for forward references (unresolved relations)
forward_refs = []
for relation in response.get('relations', []):
if not relation.get('target_id'):
forward_refs.append(relation.get('to_name'))
if forward_refs:
# This is a feature, not an error! Inform the user about forward references
print(f"Note created with forward references to: {forward_refs}")
print("These will be automatically linked when those notes are created.")
# Optionally suggest creating those entities now
print("Would you like me to create any of these notes now to complete the connections?")
```
3. **Sync Issues**
```python
# If information seems outdated
activity = await recent_activity(timeframe="1 hour")
if not activity or not activity.primary_results:
print("It seems there haven't been recent updates. You might need to run 'basic-memory sync'.")
```
## Best Practices
@@ -401,7 +367,7 @@ When creating relations:
- **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
- **Check accuracy**: Use `search()` 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
@@ -427,5 +393,4 @@ When creating relations:
- 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
+25 -150
View File
@@ -10,25 +10,6 @@ Basic Memory provides command line tools for managing your knowledge base. This
## 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:
@@ -40,33 +21,18 @@ basic-memory sync
# Watch for changes
basic-memory sync --watch
# Show detailed sync information
basic-memory sync --verbose
# Sync specific folder
basic-memory sync path/to/folder
```
Options:
- `--watch`: Continuously monitor for changes
- `--verbose`: Show detailed output
- `PATH`: Optional path to sync (defaults to ~/basic-memory)
**Note**:
### import
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:
Imports external knowledge sources:
```bash
# Claude conversations
@@ -77,20 +43,13 @@ 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
Options:
- `--folder PATH`: Target folder for imported content
- `--overwrite`: Replace existing files
- `--skip-existing`: Keep existing files
> **Note**: Changes sync automatically - no manual sync required in v0.13.0.
### status
Shows system status information:
@@ -107,32 +66,28 @@ basic-memory status --json
```
### project (Enhanced in v0.13.0)
### project
Manage multiple projects with the new unified database architecture. Projects can now be switched instantly during conversations without restart.
Create multiple projects to manage your knowledge.
```bash
# List all configured projects with status
# List all configured projects
basic-memory project list
# Create a new project
basic-memory project create work ~/work-basic-memory
# Add a new project
basic-memory project add work ~/work-basic-memory
# Set the default project
basic-memory project set-default work
basic-memory project default work
# Delete a project (doesn't delete files)
basic-memory project delete personal
# Remove a project (doesn't delete files)
basic-memory project remove personal
# Show detailed project statistics
basic-memory project info
# Show current project
basic-memory project current
```
**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
> Be sure to restart Claude Desktop after changing projects.
#### Using Projects in Commands
@@ -152,34 +107,6 @@ You can also set the `BASIC_MEMORY_PROJECT` environment variable:
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.
@@ -202,11 +129,10 @@ The full list of commands and help for each can be viewed with the `--help` argu
│ --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 │
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 │
@@ -316,12 +242,10 @@ You can redirect input from a file:
basic-memory tool write-note --title "Meeting Notes" --folder "meetings" < meeting_notes.md
```
## Integration with Claude Code
#### 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:
```
@@ -334,55 +258,6 @@ In a Claude Code session, let Claude know he can use the basic-memory tools, the
```
### 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
-335
View File
@@ -1,335 +0,0 @@
# 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)
+50 -145
View File
@@ -9,76 +9,37 @@ permalink: docs/getting-started
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.
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
# Install with uv (recommended)
uv install basic-memory
# Beta releases (new features, testing)
pip install basic-memory --pre
# Development builds (latest changes)
pip install basic-memory --pre --force-reinstall
# Or with pip
pip install basic-memory
```
**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`:
Claude Desktop often has trouble finding executables in your user path. Follow these steps for a reliable setup:
```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**
#### 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**
#### Step 2: Edit Claude Desktop Configuration
Edit the Claude Desktop config:
Edit the configuration file located at `~/Library/Application Support/Claude/claude_desktop_config.json`:
```json
{
@@ -96,62 +57,39 @@ Edit the Claude Desktop config:
Replace `/absolute/path/to/uvx` with the actual path you found in Step 1.
**Step 3: Restart Claude Desktop**
> **Note**: Using absolute paths is necessary because Claude Desktop cannot access binaries in your user PATH.
#### Step 3: Restart Claude Desktop
Close and reopen Claude Desktop for the changes to take effect.
### 3. Sync changes in real time
### 3. Start the Sync Service
> **Note**: The service will sync changes from your project directory in real time so they available for the AI assistant.
Start the sync service to monitor your files for changes:
```bash
# One-time sync
basic-memory sync
# For continuous monitoring (recommended)
basic-memory sync --watch
```
The `--watch` flag enables automatic detection of file changes, keeping your knowledge base current.
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
# Update with uv (recommended)
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
# Or with pip
pip install --upgrade basic-memory
```
**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
> **Note**: After updating, you'll need to restart Claude Desktop and your sync process for changes to take effect.
## Troubleshooting Installation
@@ -164,41 +102,45 @@ 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
.
4. **Check sync status**: Ensure `basic-memory sync --watch` is running
#### Permission Issues
If you encounter permission errors:
1. Check that Basic Memory has access to create files in your home directory
2. Ensure Claude Desktop has permission to execute the uvx command
## Creating Your First Knowledge Note
1. **Open Claude Desktop** and start a new conversation.
1. **Start the sync process** in a Terminal window:
```bash
basic-memory sync --watch
```
Keep this running in the background.
2. **Have a natural conversation** about any topic:
2. **Open Claude Desktop** and start a new conversation.
3. **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**:
4. **Ask Claude to create a note**:
```
You: "Could you create a note summarizing what we've discussed about coffee brewing?"
```
4. **Confirm note creation**:
5. **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.
6. **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
@@ -211,11 +153,6 @@ If you encounter permission errors:
- 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:
@@ -280,37 +217,14 @@ 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)
### Building On Previous Knowledge
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]
```
2. **Add to existing notes** through conversations
3. **Create connections** between related topics
4. **Follow relationships** to build comprehensive context
## Importing Existing Conversations
@@ -324,24 +238,17 @@ basic-memory import claude conversations
basic-memory import chatgpt
```
After importing, changes sync automatically in real-time. You can see project statistics by running `basic-memory project info`.
After importing, run `basic-memory sync` to index everything.
## Quick Tips
### General Usage
- Basic Memory syncs changes in real-time (no manual sync needed)
- Keep `basic-memory sync --watch` running in a terminal window
- Use special prompts (Continue Conversation, Recent Activity, Search) to start contextual discussions
- Build connections between notes for a richer knowledge graph
- Use direct `memory://` URLs with permalinks for precise context
- Use direct memory:// URLs when you need precise context
- Use git to version control your knowledge base
- Review and edit AI-generated notes for accuracy
### 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:
@@ -350,6 +257,4 @@ After getting started, explore these areas:
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)
5. **Review the [[CLI Reference]]** for command line tools
+1 -13
View File
@@ -144,19 +144,7 @@ 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
}
```
If not specified, one will be generated automatically from the title.
### Using memory:// URLs
-259
View File
@@ -1,259 +0,0 @@
# 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
-311
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@@ -1,311 +0,0 @@
# 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
+1 -1
View File
@@ -196,7 +196,7 @@ flowchart TD
end
BMCP <-->|"write_note() read_note()"| KnowledgeFiles
BMCP <-->|"search_notes() build_context()"| KnowledgeIndex
BMCP <-->|"search() build_context()"| KnowledgeIndex
KnowledgeFiles <-.->|Sync Process| KnowledgeIndex
KnowledgeFiles <-->|Direct Editing| Editors((Text Editors & Git))
+26 -127
View File
@@ -388,59 +388,6 @@ Maintain context for complex projects over time:
## 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:
@@ -451,12 +398,9 @@ 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.
After importing, run `basic-memory sync` to index everything.
### Obsidian Integration
@@ -516,47 +460,12 @@ basic-memory import claude conversations
basic-memory import chatgpt
```
## Multiple Projects (v0.13.0)
## Multiple Projects
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.
Basic Memory supports managing multiple separate knowledge bases through projects. This feature allows you to maintain
separate knowledge graphs for different purposes (e.g., personal notes, work projects, research topics).
### 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.
Basic Memory keeps a list of projects in a config file: ` ~/.basic-memory/config.json`
### Managing Projects
@@ -565,16 +474,16 @@ Some MCP tools support optional project parameters for targeting specific projec
basic-memory project list
# Add a new project
basic-memory project create work ~/work-basic-memory
basic-memory project add work ~/work-basic-memory
# Set the default project
basic-memory project set-default work
basic-memory project default work
# Remove a project (doesn't delete files)
basic-memory project delete personal
basic-memory project remove personal
# Show current project statistics
basic-memory project info
# Show current project
basic-memory project current
```
### Using Projects in Commands
@@ -595,32 +504,23 @@ You can also set the `BASIC_MEMORY_PROJECT` environment variable:
BASIC_MEMORY_PROJECT=work basic-memory sync
```
### Unified Database Architecture (New in v0.13.0)
### Project Isolation
Basic Memory v0.13.0 uses a unified database architecture:
Each project maintains:
- **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
- Its own collection of markdown files in the specified directory
- A separate SQLite database for that project
- Complete knowledge graph isolation from other projects
## Workflow Tips
### 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
1. Run sync in watch mode for automatic updates
2. Use git for version control of your knowledge base
3. Review and edit AI-created content for accuracy
4. Periodically organize and refine your knowledge structure
5. Build rich connections between related ideas
6. Use forward references to plan future documentation
7. Start conversations with special prompts to leverage existing knowledge
## Troubleshooting
@@ -628,8 +528,9 @@ Basic Memory v0.13.0 uses a unified database architecture:
If changes aren't showing up:
1. Run `basic-memory status` to check system state
2. Try a manual sync with `basic-memory sync`
1. Verify `basic-memory sync --watch` is running
2. Run `basic-memory status` to check system state
3. Try a manual sync with `basic-memory sync`
### Missing Content
@@ -652,6 +553,4 @@ If relations aren't working:
- 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)
- relates_to [[CLI Reference]] (Command line tools)
+1 -7
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@@ -24,13 +24,7 @@ Basic Memory connects you and AI assistants through shared knowledge:
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]]
![[Obsidian-CoffeeKnowledgeBase-examples-overlays.gif]]
Basic Memory uses:
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@@ -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
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@@ -0,0 +1,26 @@
# Basic Memory Installer
This installer configures Basic Memory to work with Claude Desktop.
## Installation
1. Download the latest installer from the [releases page](https://github.com/basicmachines-co/basic-memory/releases)
2. Unzip the downloaded file
3. Since the app is currently unsigned, you'll need to:
On your Mac, choose Apple menu > System Settings, then click Privacy & Security in the sidebar. (You may need to
scroll down.)
Go to Security, then click Open.
Click Open Anyway.
This button is available for about an hour after you try to open the app.
Enter your login password, then click OK.
https://support.apple.com/guide/mac-help/apple-cant-check-app-for-malicious-software-mchleab3a043/mac
5. Restart Claude Desktop
The warning only appears the first time you open the app. Future updates will include proper code signing.
+64
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@@ -0,0 +1,64 @@
<?xml version="1.0" encoding="UTF-8"?>
<svg viewBox="0 0 512 512" xmlns="http://www.w3.org/2000/svg">
<!-- Background -->
<rect x="0" y="0" width="512" height="512" rx="64" fill="#111111"/>
<!-- Define arrowhead marker -->
<defs>
<marker id="arrowhead"
markerWidth="10"
markerHeight="10"
refX="8"
refY="5"
orient="auto">
<path d="M 0 0 L 10 5 L 0 10 Z"
fill="#00cc00"/>
</marker>
</defs>
<!-- State 1 (initial) -->
<circle cx="156" cy="256" r="30" fill="none" stroke="#00cc00" stroke-width="3"/>
<!-- State 2 (accept) -->
<circle cx="356" cy="176" r="34" fill="none" stroke="#00cc00" stroke-width="3"/>
<circle cx="356" cy="176" r="28" fill="none" stroke="#00cc00" stroke-width="3"/>
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<circle cx="356" cy="336" r="34" fill="none" stroke="#00cc00" stroke-width="3"/>
<circle cx="356" cy="336" r="28" fill="none" stroke="#00cc00" stroke-width="3"/>
<!-- Initial arrow -->
<path d="M 96 256 L 126 256"
stroke="#00cc00" stroke-width="3" fill="none"
marker-end="url(#arrowhead)"/>
<!-- State transitions -->
<!-- 1 -> 2 -->
<path d="M 180 240
Q 260 200, 320 176"
stroke="#00cc00" stroke-width="3" fill="none"
marker-end="url(#arrowhead)"/>
<!-- 1 -> 3 -->
<path d="M 180 272
Q 260 312, 320 336"
stroke="#00cc00" stroke-width="3" fill="none"
marker-end="url(#arrowhead)"/>
<!-- Self loops -->
<path d="M 356 142
Q 396 142, 396 176
Q 396 210, 356 210
Q 316 210, 316 176
Q 316 142, 356 142"
stroke="#00cc00" stroke-width="2" fill="none"
marker-end="url(#arrowhead)"/>
<path d="M 356 302
Q 396 302, 396 336
Q 396 370, 356 370
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Q 316 302, 356 302"
stroke="#00cc00" stroke-width="2" fill="none"
marker-end="url(#arrowhead)"/>
</svg>

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+93
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@@ -0,0 +1,93 @@
import json
import subprocess
import sys
from pathlib import Path
# Use tkinter for GUI alerts on macOS
if sys.platform == "darwin":
import tkinter as tk
from tkinter import messagebox
def ensure_uv_installed():
"""Check if uv is installed, install if not."""
try:
subprocess.run(["uv", "--version"], capture_output=True, check=True)
except (subprocess.CalledProcessError, FileNotFoundError):
print("Installing uv package manager...")
subprocess.run(
[
"curl",
"-LsSf",
"https://astral.sh/uv/install.sh",
"|",
"sh",
],
shell=True,
)
def get_config_path():
"""Get Claude Desktop config path for current platform."""
if sys.platform == "darwin":
return Path.home() / "Library/Application Support/Claude/claude_desktop_config.json"
elif sys.platform == "win32":
return Path.home() / "AppData/Roaming/Claude/claude_desktop_config.json"
else:
raise RuntimeError(f"Unsupported platform: {sys.platform}")
def update_claude_config():
"""Update Claude Desktop config to include basic-memory."""
config_path = get_config_path()
config_path.parent.mkdir(parents=True, exist_ok=True)
# Load existing config or create new
if config_path.exists():
config = json.loads(config_path.read_text())
else:
config = {"mcpServers": {}}
# Add/update basic-memory config
config["mcpServers"]["basic-memory"] = {
"command": "uvx",
"args": ["basic-memory@latest", "mcp"],
}
# Write back config
config_path.write_text(json.dumps(config, indent=2))
def print_completion_message():
"""Show completion message with helpful tips."""
message = """Installation complete! Basic Memory is now available in Claude Desktop.
Please restart Claude Desktop for changes to take effect.
Quick Start:
1. You can run sync directly using: uvx basic-memory sync
2. Optionally, install globally with: uv pip install basic-memory
Built with by Basic Machines."""
if sys.platform == "darwin":
# Show GUI message on macOS
root = tk.Tk()
root.withdraw() # Hide the main window
messagebox.showinfo("Basic Memory", message)
root.destroy()
else:
# Fallback to console output
print(message)
def main():
print("Welcome to Basic Memory installer")
ensure_uv_installed()
print("Configuring Claude Desktop...")
update_claude_config()
print_completion_message()
if __name__ == "__main__":
main()
+27
View File
@@ -0,0 +1,27 @@
#!/bin/bash
# Convert SVG to PNG at various required sizes
rsvg-convert -h 16 -w 16 icon.svg > icon_16x16.png
rsvg-convert -h 32 -w 32 icon.svg > icon_32x32.png
rsvg-convert -h 128 -w 128 icon.svg > icon_128x128.png
rsvg-convert -h 256 -w 256 icon.svg > icon_256x256.png
rsvg-convert -h 512 -w 512 icon.svg > icon_512x512.png
# Create iconset directory
mkdir -p Basic.iconset
# Move files into iconset with Mac-specific names
cp icon_16x16.png Basic.iconset/icon_16x16.png
cp icon_32x32.png Basic.iconset/icon_16x16@2x.png
cp icon_32x32.png Basic.iconset/icon_32x32.png
cp icon_128x128.png Basic.iconset/icon_32x32@2x.png
cp icon_256x256.png Basic.iconset/icon_128x128.png
cp icon_512x512.png Basic.iconset/icon_256x256.png
cp icon_512x512.png Basic.iconset/icon_512x512.png
# Convert iconset to icns
iconutil -c icns Basic.iconset
# Clean up
rm -rf Basic.iconset
rm icon_*.png
+40
View File
@@ -0,0 +1,40 @@
from cx_Freeze import setup, Executable
import sys
# Build options for all platforms
build_exe_options = {
"packages": ["json", "pathlib"],
"excludes": ["unittest", "pydoc", "test"],
}
# Platform-specific options
if sys.platform == "win32":
base = "Win32GUI" # Use GUI base for Windows
build_exe_options.update(
{
"include_msvcr": True,
}
)
target_name = "Basic Memory Installer.exe"
else: # darwin
base = None # Don't use GUI base for macOS
target_name = "Basic Memory Installer"
executables = [
Executable(script="installer.py", target_name=target_name, base=base, icon="Basic.icns")
]
setup(
name="basic-memory",
version=open("../pyproject.toml").read().split('version = "', 1)[1].split('"', 1)[0],
description="Basic Memory - Local-first knowledge management",
options={
"build_exe": build_exe_options,
"bdist_mac": {
"bundle_name": "Basic Memory Installer",
"iconfile": "Basic.icns",
"codesign_identity": "-", # Force ad-hoc signing
},
},
executables=executables,
)
-182
View File
@@ -1,182 +0,0 @@
# Basic Memory - Modern Command Runner
# Install dependencies
install:
pip install -e ".[dev]"
# Run unit tests in parallel
test-unit:
uv run pytest -p pytest_mock -v -n auto
# Run integration tests in parallel
test-int:
uv run pytest -p pytest_mock -v --no-cov -n auto test-int
# Run all tests
test: test-unit test-int
# Lint and fix code
lint:
ruff check . --fix
# Type check code
type-check:
uv run pyright
# Clean build artifacts and cache files
clean:
find . -type f -name '*.pyc' -delete
find . -type d -name '__pycache__' -exec rm -r {} +
rm -rf installer/build/ installer/dist/ dist/
rm -f rw.*.dmg .coverage.*
# Format code with ruff
format:
uv run ruff format .
# Run MCP inspector tool
run-inspector:
npx @modelcontextprotocol/inspector
# Build macOS installer
installer-mac:
cd installer && chmod +x make_icons.sh && ./make_icons.sh
cd installer && uv run python setup.py bdist_mac
# Build Windows installer
installer-win:
cd installer && uv run python setup.py bdist_win32
# Update all dependencies to latest versions
update-deps:
uv sync --upgrade
# Run all code quality checks and tests
check: lint format type-check test
# Generate Alembic migration with descriptive message
migration message:
cd src/basic_memory/alembic && alembic revision --autogenerate -m "{{message}}"
# Create a stable release (e.g., just release v0.13.2)
release version:
#!/usr/bin/env bash
set -euo pipefail
# Validate version format
if [[ ! "{{version}}" =~ ^v[0-9]+\.[0-9]+\.[0-9]+$ ]]; then
echo "❌ Invalid version format. Use: v0.13.2"
exit 1
fi
# Extract version number without 'v' prefix
VERSION_NUM=$(echo "{{version}}" | sed 's/^v//')
echo "🚀 Creating stable release {{version}}"
# Pre-flight checks
echo "📋 Running pre-flight checks..."
if [[ -n $(git status --porcelain) ]]; then
echo "❌ Uncommitted changes found. Please commit or stash them first."
exit 1
fi
if [[ $(git branch --show-current) != "main" ]]; then
echo "❌ Not on main branch. Switch to main first."
exit 1
fi
# Check if tag already exists
if git tag -l "{{version}}" | grep -q "{{version}}"; then
echo "❌ Tag {{version}} already exists"
exit 1
fi
# Run quality checks
echo "🔍 Running quality checks..."
just check
# Update version in __init__.py
echo "📝 Updating version in __init__.py..."
sed -i.bak "s/__version__ = \".*\"/__version__ = \"$VERSION_NUM\"/" src/basic_memory/__init__.py
rm -f src/basic_memory/__init__.py.bak
# Commit version update
git add src/basic_memory/__init__.py
git commit -m "chore: update version to $VERSION_NUM for {{version}} release"
# Create and push tag
echo "🏷️ Creating tag {{version}}..."
git tag "{{version}}"
echo "📤 Pushing to GitHub..."
git push origin main
git push origin "{{version}}"
echo "✅ Release {{version}} created successfully!"
echo "📦 GitHub Actions will build and publish to PyPI"
echo "🔗 Monitor at: https://github.com/basicmachines-co/basic-memory/actions"
# Create a beta release (e.g., just beta v0.13.2b1)
beta version:
#!/usr/bin/env bash
set -euo pipefail
# Validate version format (allow beta/rc suffixes)
if [[ ! "{{version}}" =~ ^v[0-9]+\.[0-9]+\.[0-9]+(b[0-9]+|rc[0-9]+)$ ]]; then
echo "❌ Invalid beta version format. Use: v0.13.2b1 or v0.13.2rc1"
exit 1
fi
# Extract version number without 'v' prefix
VERSION_NUM=$(echo "{{version}}" | sed 's/^v//')
echo "🧪 Creating beta release {{version}}"
# Pre-flight checks
echo "📋 Running pre-flight checks..."
if [[ -n $(git status --porcelain) ]]; then
echo "❌ Uncommitted changes found. Please commit or stash them first."
exit 1
fi
if [[ $(git branch --show-current) != "main" ]]; then
echo "❌ Not on main branch. Switch to main first."
exit 1
fi
# Check if tag already exists
if git tag -l "{{version}}" | grep -q "{{version}}"; then
echo "❌ Tag {{version}} already exists"
exit 1
fi
# Run quality checks
echo "🔍 Running quality checks..."
just check
# Update version in __init__.py
echo "📝 Updating version in __init__.py..."
sed -i.bak "s/__version__ = \".*\"/__version__ = \"$VERSION_NUM\"/" src/basic_memory/__init__.py
rm -f src/basic_memory/__init__.py.bak
# Commit version update
git add src/basic_memory/__init__.py
git commit -m "chore: update version to $VERSION_NUM for {{version}} beta release"
# Create and push tag
echo "🏷️ Creating tag {{version}}..."
git tag "{{version}}"
echo "📤 Pushing to GitHub..."
git push origin main
git push origin "{{version}}"
echo "✅ Beta release {{version}} created successfully!"
echo "📦 GitHub Actions will build and publish to PyPI as pre-release"
echo "🔗 Monitor at: https://github.com/basicmachines-co/basic-memory/actions"
echo "📥 Install with: uv tool install basic-memory --pre"
# List all available recipes
default:
@just --list
-128
View File
@@ -1,128 +0,0 @@
# Basic Memory Installation Guide for LLMs
This guide is specifically designed to help AI assistants like Cline install and configure Basic Memory. Follow these
steps in order.
## Installation Steps
### 1. Install Basic Memory Package
Use one of the following package managers to install:
```bash
# Install with uv (recommended)
uv tool install basic-memory
# Or with pip
pip install basic-memory
```
### 2. Configure MCP Server
Add the following to your config:
```json
{
"mcpServers": {
"basic-memory": {
"command": "uvx",
"args": [
"basic-memory",
"mcp"
]
}
}
}
```
For Claude Desktop, this file is located at:
macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
Windows: %APPDATA%\Claude\claude_desktop_config.json
### 3. Start Synchronization (optional)
To synchronize files in real-time, run:
```bash
basic-memory sync --watch
```
Or for a one-time sync:
```bash
basic-memory sync
```
## Configuration Options
### Custom Directory
To use a directory other than the default `~/basic-memory`:
```bash
basic-memory project add custom-project /path/to/your/directory
basic-memory project default custom-project
```
### Multiple Projects
To manage multiple knowledge bases:
```bash
# List all projects
basic-memory project list
# Add a new project
basic-memory project add work ~/work-basic-memory
# Set default project
basic-memory project default work
```
## Importing Existing Data
### From Claude.ai
```bash
basic-memory import claude conversations path/to/conversations.json
basic-memory import claude projects path/to/projects.json
```
### From ChatGPT
```bash
basic-memory import chatgpt path/to/conversations.json
```
### From MCP Memory Server
```bash
basic-memory import memory-json path/to/memory.json
```
## Troubleshooting
If you encounter issues:
1. Check that Basic Memory is properly installed:
```bash
basic-memory --version
```
2. Verify the sync process is running:
```bash
ps aux | grep basic-memory
```
3. Check sync output for errors:
```bash
basic-memory sync --verbose
```
4. Check log output:
```bash
cat ~/.basic-memory/basic-memory.log
```
For more detailed information, refer to the [full documentation](https://memory.basicmachines.co/).
+25 -45
View File
@@ -1,6 +1,6 @@
[project]
name = "basic-memory"
dynamic = ["version"]
version = "0.9.0"
description = "Local-first knowledge management combining Zettelkasten with knowledge graphs"
readme = "README.md"
requires-python = ">=3.12.1"
@@ -28,12 +28,8 @@ dependencies = [
"watchfiles>=1.0.4",
"fastapi[standard]>=0.115.8",
"alembic>=1.14.1",
"qasync>=0.27.1",
"pillow>=11.1.0",
"pybars3>=0.9.7",
"fastmcp>=2.3.4",
"pyjwt>=2.10.1",
"python-dotenv>=1.1.0",
"pytest-aio>=1.9.0",
]
@@ -44,10 +40,9 @@ Documentation = "https://github.com/basicmachines-co/basic-memory#readme"
[project.scripts]
basic-memory = "basic_memory.cli.main:app"
bm = "basic_memory.cli.main:app"
[build-system]
requires = ["hatchling", "uv-dynamic-versioning>=0.7.0"]
requires = ["hatchling"]
build-backend = "hatchling.build"
[tool.pytest.ini_options]
@@ -69,19 +64,16 @@ dev-dependencies = [
"pytest-cov>=4.1.0",
"pytest-mock>=3.12.0",
"pytest-asyncio>=0.24.0",
"pytest-xdist>=3.0.0",
"ruff>=0.1.6",
"pytest>=8.3.4",
"pytest-cov>=4.1.0",
"pytest-mock>=3.12.0",
"pytest-asyncio>=0.24.0",
"ruff>=0.1.6",
"cx-freeze>=7.2.10",
"pyqt6>=6.8.1",
]
[tool.hatch.version]
source = "uv-dynamic-versioning"
[tool.uv-dynamic-versioning]
vcs = "git"
style = "pep440"
bump = true
fallback-version = "0.0.0"
[tool.pyright]
include = ["src/"]
exclude = ["**/__pycache__"]
@@ -92,35 +84,23 @@ reportMissingTypeStubs = false
pythonVersion = "3.12"
[tool.semantic_release]
version_variables = [
"src/basic_memory/__init__.py:__version__",
]
version_toml = [
"pyproject.toml:project.version",
]
major_on_zero = false
branch = "main"
changelog_file = "CHANGELOG.md"
build_command = "pip install uv && uv build"
dist_path = "dist/"
upload_to_pypi = true
commit_message = "chore(release): {version} [skip ci]"
[tool.coverage.run]
concurrency = ["thread", "gevent"]
[tool.coverage.report]
exclude_lines = [
"pragma: no cover",
"def __repr__",
"if self.debug:",
"if settings.DEBUG",
"raise AssertionError",
"raise NotImplementedError",
"if 0:",
"if __name__ == .__main__.:",
"class .*\\bProtocol\\):",
"@(abc\\.)?abstractmethod",
]
# Exclude specific modules that are difficult to test comprehensively
omit = [
"*/external_auth_provider.py", # External HTTP calls to OAuth providers
"*/supabase_auth_provider.py", # External HTTP calls to Supabase APIs
"*/watch_service.py", # File system watching - complex integration testing
"*/background_sync.py", # Background processes
"*/cli/main.py", # CLI entry point
"*/mcp/tools/project_management.py", # Covered by integration tests
"*/mcp/tools/sync_status.py", # Covered by integration tests
"*/services/migration_service.py", # Complex migration scenarios
]
[tool.logfire]
ignore_no_config = true
ignore_no_config = true
+4 -2
View File
@@ -7,9 +7,11 @@ startCommand:
type: object
properties: {}
description: No configuration required. This MCP server runs using the default command.
commandFunction: |-
commandFunction:
# A JS function that produces the CLI command based on the given config to start the MCP on stdio.
|-
(config) => ({
command: 'basic-memory',
args: ['mcp']
})
exampleConfig: {}
exampleConfig: {}
+1 -5
View File
@@ -1,7 +1,3 @@
"""basic-memory - Local-first knowledge management combining Zettelkasten with knowledge graphs"""
# Package version - updated by release automation
__version__ = "0.13.4"
# API version for FastAPI - independent of package version
__api_version__ = "v0"
__version__ = "0.9.0"
+1 -1
View File
@@ -13,7 +13,7 @@ from basic_memory.models import Base
# set config.env to "test" for pytest to prevent logging to file in utils.setup_logging()
os.environ["BASIC_MEMORY_ENV"] = "test"
from basic_memory.config import app_config
from basic_memory.config import config as app_config
# this is the Alembic Config object, which provides
# access to the values within the .ini file in use.
@@ -1,108 +0,0 @@
"""add projects table
Revision ID: 5fe1ab1ccebe
Revises: cc7172b46608
Create Date: 2025-05-14 09:05:18.214357
"""
from typing import Sequence, Union
from alembic import op
import sqlalchemy as sa
# revision identifiers, used by Alembic.
revision: str = "5fe1ab1ccebe"
down_revision: Union[str, None] = "cc7172b46608"
branch_labels: Union[str, Sequence[str], None] = None
depends_on: Union[str, Sequence[str], None] = None
def upgrade() -> None:
# ### commands auto generated by Alembic - please adjust! ###
op.create_table(
"project",
sa.Column("id", sa.Integer(), nullable=False),
sa.Column("name", sa.String(), nullable=False),
sa.Column("description", sa.Text(), nullable=True),
sa.Column("permalink", sa.String(), nullable=False),
sa.Column("path", sa.String(), nullable=False),
sa.Column("is_active", sa.Boolean(), nullable=False),
sa.Column("is_default", sa.Boolean(), nullable=True),
sa.Column("created_at", sa.DateTime(), nullable=False),
sa.Column("updated_at", sa.DateTime(), nullable=False),
sa.PrimaryKeyConstraint("id"),
sa.UniqueConstraint("is_default"),
sa.UniqueConstraint("name"),
sa.UniqueConstraint("permalink"),
if_not_exists=True,
)
with op.batch_alter_table("project", schema=None) as batch_op:
batch_op.create_index(
"ix_project_created_at", ["created_at"], unique=False, if_not_exists=True
)
batch_op.create_index("ix_project_name", ["name"], unique=True, if_not_exists=True)
batch_op.create_index("ix_project_path", ["path"], unique=False, if_not_exists=True)
batch_op.create_index(
"ix_project_permalink", ["permalink"], unique=True, if_not_exists=True
)
batch_op.create_index(
"ix_project_updated_at", ["updated_at"], unique=False, if_not_exists=True
)
with op.batch_alter_table("entity", schema=None) as batch_op:
batch_op.add_column(sa.Column("project_id", sa.Integer(), nullable=False))
batch_op.drop_index(
"uix_entity_permalink",
sqlite_where=sa.text("content_type = 'text/markdown' AND permalink IS NOT NULL"),
)
batch_op.drop_index("ix_entity_file_path")
batch_op.create_index(batch_op.f("ix_entity_file_path"), ["file_path"], unique=False)
batch_op.create_index("ix_entity_project_id", ["project_id"], unique=False)
batch_op.create_index(
"uix_entity_file_path_project", ["file_path", "project_id"], unique=True
)
batch_op.create_index(
"uix_entity_permalink_project",
["permalink", "project_id"],
unique=True,
sqlite_where=sa.text("content_type = 'text/markdown' AND permalink IS NOT NULL"),
)
batch_op.create_foreign_key("fk_entity_project_id", "project", ["project_id"], ["id"])
# drop the search index table. it will be recreated
op.drop_table("search_index")
# ### end Alembic commands ###
def downgrade() -> None:
# ### commands auto generated by Alembic - please adjust! ###
with op.batch_alter_table("entity", schema=None) as batch_op:
batch_op.drop_constraint("fk_entity_project_id", type_="foreignkey")
batch_op.drop_index(
"uix_entity_permalink_project",
sqlite_where=sa.text("content_type = 'text/markdown' AND permalink IS NOT NULL"),
)
batch_op.drop_index("uix_entity_file_path_project")
batch_op.drop_index("ix_entity_project_id")
batch_op.drop_index(batch_op.f("ix_entity_file_path"))
batch_op.create_index("ix_entity_file_path", ["file_path"], unique=1)
batch_op.create_index(
"uix_entity_permalink",
["permalink"],
unique=1,
sqlite_where=sa.text("content_type = 'text/markdown' AND permalink IS NOT NULL"),
)
batch_op.drop_column("project_id")
with op.batch_alter_table("project", schema=None) as batch_op:
batch_op.drop_index("ix_project_updated_at")
batch_op.drop_index("ix_project_permalink")
batch_op.drop_index("ix_project_path")
batch_op.drop_index("ix_project_name")
batch_op.drop_index("ix_project_created_at")
op.drop_table("project")
# ### end Alembic commands ###
@@ -1,104 +0,0 @@
"""project constraint fix
Revision ID: 647e7a75e2cd
Revises: 5fe1ab1ccebe
Create Date: 2025-06-03 12:48:30.162566
"""
from typing import Sequence, Union
from alembic import op
import sqlalchemy as sa
# revision identifiers, used by Alembic.
revision: str = "647e7a75e2cd"
down_revision: Union[str, None] = "5fe1ab1ccebe"
branch_labels: Union[str, Sequence[str], None] = None
depends_on: Union[str, Sequence[str], None] = None
def upgrade() -> None:
"""Remove the problematic UNIQUE constraint on is_default column.
The UNIQUE constraint prevents multiple projects from having is_default=FALSE,
which breaks project creation when the service sets is_default=False.
Since SQLite doesn't support dropping specific constraints easily, we'll
recreate the table without the problematic constraint.
"""
# For SQLite, we need to recreate the table without the UNIQUE constraint
# Create a new table without the UNIQUE constraint on is_default
op.create_table(
"project_new",
sa.Column("id", sa.Integer(), nullable=False),
sa.Column("name", sa.String(), nullable=False),
sa.Column("description", sa.Text(), nullable=True),
sa.Column("permalink", sa.String(), nullable=False),
sa.Column("path", sa.String(), nullable=False),
sa.Column("is_active", sa.Boolean(), nullable=False),
sa.Column("is_default", sa.Boolean(), nullable=True), # No UNIQUE constraint!
sa.Column("created_at", sa.DateTime(), nullable=False),
sa.Column("updated_at", sa.DateTime(), nullable=False),
sa.PrimaryKeyConstraint("id"),
sa.UniqueConstraint("name"),
sa.UniqueConstraint("permalink"),
)
# Copy data from old table to new table
op.execute("INSERT INTO project_new SELECT * FROM project")
# Drop the old table
op.drop_table("project")
# Rename the new table
op.rename_table("project_new", "project")
# Recreate the indexes
with op.batch_alter_table("project", schema=None) as batch_op:
batch_op.create_index("ix_project_created_at", ["created_at"], unique=False)
batch_op.create_index("ix_project_name", ["name"], unique=True)
batch_op.create_index("ix_project_path", ["path"], unique=False)
batch_op.create_index("ix_project_permalink", ["permalink"], unique=True)
batch_op.create_index("ix_project_updated_at", ["updated_at"], unique=False)
def downgrade() -> None:
"""Add back the UNIQUE constraint on is_default column.
WARNING: This will break project creation again if multiple projects
have is_default=FALSE.
"""
# Recreate the table with the UNIQUE constraint
op.create_table(
"project_old",
sa.Column("id", sa.Integer(), nullable=False),
sa.Column("name", sa.String(), nullable=False),
sa.Column("description", sa.Text(), nullable=True),
sa.Column("permalink", sa.String(), nullable=False),
sa.Column("path", sa.String(), nullable=False),
sa.Column("is_active", sa.Boolean(), nullable=False),
sa.Column("is_default", sa.Boolean(), nullable=True),
sa.Column("created_at", sa.DateTime(), nullable=False),
sa.Column("updated_at", sa.DateTime(), nullable=False),
sa.PrimaryKeyConstraint("id"),
sa.UniqueConstraint("is_default"), # Add back the problematic constraint
sa.UniqueConstraint("name"),
sa.UniqueConstraint("permalink"),
)
# Copy data (this may fail if multiple FALSE values exist)
op.execute("INSERT INTO project_old SELECT * FROM project")
# Drop the current table and rename
op.drop_table("project")
op.rename_table("project_old", "project")
# Recreate indexes
with op.batch_alter_table("project", schema=None) as batch_op:
batch_op.create_index("ix_project_created_at", ["created_at"], unique=False)
batch_op.create_index("ix_project_name", ["name"], unique=True)
batch_op.create_index("ix_project_path", ["path"], unique=False)
batch_op.create_index("ix_project_permalink", ["permalink"], unique=True)
batch_op.create_index("ix_project_updated_at", ["updated_at"], unique=False)
@@ -56,6 +56,12 @@ def upgrade() -> None:
);
""")
# Print instruction to manually reindex after migration
print("\n------------------------------------------------------------------")
print("IMPORTANT: After migration completes, manually run the reindex command:")
print("basic-memory sync")
print("------------------------------------------------------------------\n")
def downgrade() -> None:
"""Downgrade database schema to use old search index."""
+9 -47
View File
@@ -1,51 +1,22 @@
"""FastAPI application for basic-memory knowledge graph API."""
import asyncio
from contextlib import asynccontextmanager
from fastapi import FastAPI, HTTPException
from fastapi.exception_handlers import http_exception_handler
from loguru import logger
from basic_memory import __version__ as version
from basic_memory import db
from basic_memory.api.routers import (
directory_router,
importer_router,
knowledge,
management,
memory,
project,
resource,
search,
prompt_router,
)
from basic_memory.config import app_config
from basic_memory.services.initialization import initialize_app, initialize_file_sync
from basic_memory.config import config as app_config
from basic_memory.api.routers import knowledge, search, memory, resource, project_info
@asynccontextmanager
async def lifespan(app: FastAPI): # pragma: no cover
"""Lifecycle manager for the FastAPI app."""
# Initialize app and database
logger.info("Starting Basic Memory API")
await initialize_app(app_config)
logger.info(f"Sync changes enabled: {app_config.sync_changes}")
if app_config.sync_changes:
# start file sync task in background
app.state.sync_task = asyncio.create_task(initialize_file_sync(app_config))
else:
logger.info("Sync changes disabled. Skipping file sync service.")
# proceed with startup
await db.run_migrations(app_config)
yield
logger.info("Shutting down Basic Memory API")
if app.state.sync_task:
logger.info("Stopping sync...")
app.state.sync_task.cancel() # pyright: ignore
await db.shutdown_db()
@@ -53,26 +24,17 @@ async def lifespan(app: FastAPI): # pragma: no cover
app = FastAPI(
title="Basic Memory API",
description="Knowledge graph API for basic-memory",
version=version,
version="0.1.0",
lifespan=lifespan,
)
# Include routers
app.include_router(knowledge.router, prefix="/{project}")
app.include_router(memory.router, prefix="/{project}")
app.include_router(resource.router, prefix="/{project}")
app.include_router(search.router, prefix="/{project}")
app.include_router(project.project_router, prefix="/{project}")
app.include_router(directory_router.router, prefix="/{project}")
app.include_router(prompt_router.router, prefix="/{project}")
app.include_router(importer_router.router, prefix="/{project}")
# Project resource router works accross projects
app.include_router(project.project_resource_router)
app.include_router(management.router)
# Auth routes are handled by FastMCP automatically when auth is enabled
app.include_router(knowledge.router)
app.include_router(search.router)
app.include_router(memory.router)
app.include_router(resource.router)
app.include_router(project_info.router)
@app.exception_handler(Exception)
+2 -4
View File
@@ -1,11 +1,9 @@
"""API routers."""
from . import knowledge_router as knowledge
from . import management_router as management
from . import memory_router as memory
from . import project_router as project
from . import resource_router as resource
from . import search_router as search
from . import prompt_router as prompt
from . import project_info_router as project_info
__all__ = ["knowledge", "management", "memory", "project", "resource", "search", "prompt"]
__all__ = ["knowledge", "memory", "resource", "search", "project_info"]
@@ -1,63 +0,0 @@
"""Router for directory tree operations."""
from typing import List, Optional
from fastapi import APIRouter, Query
from basic_memory.deps import DirectoryServiceDep, ProjectIdDep
from basic_memory.schemas.directory import DirectoryNode
router = APIRouter(prefix="/directory", tags=["directory"])
@router.get("/tree", response_model=DirectoryNode)
async def get_directory_tree(
directory_service: DirectoryServiceDep,
project_id: ProjectIdDep,
):
"""Get hierarchical directory structure from the knowledge base.
Args:
directory_service: Service for directory operations
project_id: ID of the current project
Returns:
DirectoryNode representing the root of the hierarchical tree structure
"""
# Get a hierarchical directory tree for the specific project
tree = await directory_service.get_directory_tree()
# Return the hierarchical tree
return tree
@router.get("/list", response_model=List[DirectoryNode])
async def list_directory(
directory_service: DirectoryServiceDep,
project_id: ProjectIdDep,
dir_name: str = Query("/", description="Directory path to list"),
depth: int = Query(1, ge=1, le=10, description="Recursion depth (1-10)"),
file_name_glob: Optional[str] = Query(
None, description="Glob pattern for filtering file names"
),
):
"""List directory contents with filtering and depth control.
Args:
directory_service: Service for directory operations
project_id: ID of the current project
dir_name: Directory path to list (default: root "/")
depth: Recursion depth (1-10, default: 1 for immediate children only)
file_name_glob: Optional glob pattern for filtering file names (e.g., "*.md", "*meeting*")
Returns:
List of DirectoryNode objects matching the criteria
"""
# Get directory listing with filtering
nodes = await directory_service.list_directory(
dir_name=dir_name,
depth=depth,
file_name_glob=file_name_glob,
)
return nodes
@@ -1,152 +0,0 @@
"""Import router for Basic Memory API."""
import json
import logging
from fastapi import APIRouter, Form, HTTPException, UploadFile, status
from basic_memory.deps import (
ChatGPTImporterDep,
ClaudeConversationsImporterDep,
ClaudeProjectsImporterDep,
MemoryJsonImporterDep,
)
from basic_memory.importers import Importer
from basic_memory.schemas.importer import (
ChatImportResult,
EntityImportResult,
ProjectImportResult,
)
logger = logging.getLogger(__name__)
router = APIRouter(prefix="/import", tags=["import"])
@router.post("/chatgpt", response_model=ChatImportResult)
async def import_chatgpt(
importer: ChatGPTImporterDep,
file: UploadFile,
folder: str = Form("conversations"),
) -> ChatImportResult:
"""Import conversations from ChatGPT JSON export.
Args:
file: The ChatGPT conversations.json file.
folder: The folder to place the files in.
markdown_processor: MarkdownProcessor instance.
Returns:
ChatImportResult with import statistics.
Raises:
HTTPException: If import fails.
"""
return await import_file(importer, file, folder)
@router.post("/claude/conversations", response_model=ChatImportResult)
async def import_claude_conversations(
importer: ClaudeConversationsImporterDep,
file: UploadFile,
folder: str = Form("conversations"),
) -> ChatImportResult:
"""Import conversations from Claude conversations.json export.
Args:
file: The Claude conversations.json file.
folder: The folder to place the files in.
markdown_processor: MarkdownProcessor instance.
Returns:
ChatImportResult with import statistics.
Raises:
HTTPException: If import fails.
"""
return await import_file(importer, file, folder)
@router.post("/claude/projects", response_model=ProjectImportResult)
async def import_claude_projects(
importer: ClaudeProjectsImporterDep,
file: UploadFile,
folder: str = Form("projects"),
) -> ProjectImportResult:
"""Import projects from Claude projects.json export.
Args:
file: The Claude projects.json file.
base_folder: The base folder to place the files in.
markdown_processor: MarkdownProcessor instance.
Returns:
ProjectImportResult with import statistics.
Raises:
HTTPException: If import fails.
"""
return await import_file(importer, file, folder)
@router.post("/memory-json", response_model=EntityImportResult)
async def import_memory_json(
importer: MemoryJsonImporterDep,
file: UploadFile,
folder: str = Form("conversations"),
) -> EntityImportResult:
"""Import entities and relations from a memory.json file.
Args:
file: The memory.json file.
destination_folder: Optional destination folder within the project.
markdown_processor: MarkdownProcessor instance.
Returns:
EntityImportResult with import statistics.
Raises:
HTTPException: If import fails.
"""
try:
file_data = []
file_bytes = await file.read()
file_str = file_bytes.decode("utf-8")
for line in file_str.splitlines():
json_data = json.loads(line)
file_data.append(json_data)
result = await importer.import_data(file_data, folder)
if not result.success: # pragma: no cover
raise HTTPException(
status_code=status.HTTP_500_INTERNAL_SERVER_ERROR,
detail=result.error_message or "Import failed",
)
except Exception as e:
logger.exception("Import failed")
raise HTTPException(
status_code=status.HTTP_500_INTERNAL_SERVER_ERROR,
detail=f"Import failed: {str(e)}",
)
return result
async def import_file(importer: Importer, file: UploadFile, destination_folder: str):
try:
# Process file
json_data = json.load(file.file)
result = await importer.import_data(json_data, destination_folder)
if not result.success: # pragma: no cover
raise HTTPException(
status_code=status.HTTP_500_INTERNAL_SERVER_ERROR,
detail=result.error_message or "Import failed",
)
return result
except Exception as e:
logger.exception("Import failed")
raise HTTPException(
status_code=status.HTTP_500_INTERNAL_SERVER_ERROR,
detail=f"Import failed: {str(e)}",
)
+37 -139
View File
@@ -10,11 +10,6 @@ from basic_memory.deps import (
get_search_service,
SearchServiceDep,
LinkResolverDep,
ProjectPathDep,
FileServiceDep,
ProjectConfigDep,
AppConfigDep,
SyncServiceDep,
)
from basic_memory.schemas import (
EntityListResponse,
@@ -22,8 +17,8 @@ from basic_memory.schemas import (
DeleteEntitiesResponse,
DeleteEntitiesRequest,
)
from basic_memory.schemas.request import EditEntityRequest, MoveEntityRequest
from basic_memory.schemas.base import Permalink, Entity
from basic_memory.services.exceptions import EntityNotFoundError
router = APIRouter(prefix="/knowledge", tags=["knowledge"])
@@ -49,37 +44,43 @@ async def create_entity(
result = EntityResponse.model_validate(entity)
logger.info(
f"API response: endpoint='create_entity' title={result.title}, permalink={result.permalink}, status_code=201"
"API response",
endpoint="create_entity",
title=result.title,
permalink=result.permalink,
status_code=201,
)
return result
@router.put("/entities/{permalink:path}", response_model=EntityResponse)
async def create_or_update_entity(
project: ProjectPathDep,
permalink: Permalink,
data: Entity,
response: Response,
background_tasks: BackgroundTasks,
entity_service: EntityServiceDep,
search_service: SearchServiceDep,
file_service: FileServiceDep,
sync_service: SyncServiceDep,
) -> EntityResponse:
"""Create or update an entity. If entity exists, it will be updated, otherwise created."""
logger.info(
f"API request: create_or_update_entity for {project=}, {permalink=}, {data.entity_type=}, {data.title=}"
"API request",
endpoint="create_or_update_entity",
permalink=permalink,
entity_type=data.entity_type,
title=data.title,
)
# Validate permalink matches
if data.permalink != permalink:
logger.warning(
f"API validation error: creating/updating entity with permalink mismatch - url={permalink}, data={data.permalink}",
)
raise HTTPException(
status_code=400,
detail=f"Entity permalink {data.permalink} must match URL path: '{permalink}'",
"API validation error",
endpoint="create_or_update_entity",
permalink=permalink,
data_permalink=data.permalink,
error="Permalink mismatch",
)
raise HTTPException(status_code=400, detail="Entity permalink must match URL path")
# Try create_or_update operation
entity, created = await entity_service.create_or_update_entity(data)
@@ -87,144 +88,41 @@ async def create_or_update_entity(
# reindex
await search_service.index_entity(entity, background_tasks=background_tasks)
# Attempt immediate relation resolution when creating new entities
# This helps resolve forward references when related entities are created in the same session
if created:
try:
await sync_service.resolve_relations()
logger.debug(f"Resolved relations after creating entity: {entity.permalink}")
except Exception as e: # pragma: no cover
# Don't fail the entire request if relation resolution fails
logger.warning(f"Failed to resolve relations after entity creation: {e}")
result = EntityResponse.model_validate(entity)
logger.info(
f"API response: {result.title=}, {result.permalink=}, {created=}, status_code={response.status_code}"
"API response",
endpoint="create_or_update_entity",
title=result.title,
permalink=result.permalink,
created=created,
status_code=response.status_code,
)
return result
@router.patch("/entities/{identifier:path}", response_model=EntityResponse)
async def edit_entity(
identifier: str,
data: EditEntityRequest,
background_tasks: BackgroundTasks,
entity_service: EntityServiceDep,
search_service: SearchServiceDep,
) -> EntityResponse:
"""Edit an existing entity using various operations like append, prepend, find_replace, or replace_section.
This endpoint allows for targeted edits without requiring the full entity content.
"""
logger.info(
f"API request: endpoint='edit_entity', identifier='{identifier}', operation='{data.operation}'"
)
try:
# Edit the entity using the service
entity = await entity_service.edit_entity(
identifier=identifier,
operation=data.operation,
content=data.content,
section=data.section,
find_text=data.find_text,
expected_replacements=data.expected_replacements,
)
# Reindex the updated entity
await search_service.index_entity(entity, background_tasks=background_tasks)
# Return the updated entity response
result = EntityResponse.model_validate(entity)
logger.info(
"API response",
endpoint="edit_entity",
identifier=identifier,
operation=data.operation,
permalink=result.permalink,
status_code=200,
)
return result
except Exception as e:
logger.error(f"Error editing entity: {e}")
raise HTTPException(status_code=400, detail=str(e))
@router.post("/move")
async def move_entity(
data: MoveEntityRequest,
background_tasks: BackgroundTasks,
entity_service: EntityServiceDep,
project_config: ProjectConfigDep,
app_config: AppConfigDep,
search_service: SearchServiceDep,
) -> EntityResponse:
"""Move an entity to a new file location with project consistency.
This endpoint moves a note to a different path while maintaining project
consistency and optionally updating permalinks based on configuration.
"""
logger.info(
f"API request: endpoint='move_entity', identifier='{data.identifier}', destination='{data.destination_path}'"
)
try:
# Move the entity using the service
moved_entity = await entity_service.move_entity(
identifier=data.identifier,
destination_path=data.destination_path,
project_config=project_config,
app_config=app_config,
)
# Get the moved entity to reindex it
entity = await entity_service.link_resolver.resolve_link(data.destination_path)
if entity:
await search_service.index_entity(entity, background_tasks=background_tasks)
logger.info(
"API response",
endpoint="move_entity",
identifier=data.identifier,
destination=data.destination_path,
status_code=200,
)
result = EntityResponse.model_validate(moved_entity)
return result
except Exception as e:
logger.error(f"Error moving entity: {e}")
raise HTTPException(status_code=400, detail=str(e))
## Read endpoints
@router.get("/entities/{identifier:path}", response_model=EntityResponse)
@router.get("/entities/{permalink:path}", response_model=EntityResponse)
async def get_entity(
entity_service: EntityServiceDep,
link_resolver: LinkResolverDep,
identifier: str,
permalink: str,
) -> EntityResponse:
"""Get a specific entity by file path or permalink..
"""Get a specific entity by ID.
Args:
identifier: Entity file path or permalink
permalink: Entity path ID
content: If True, include full file content
:param entity_service: EntityService
:param link_resolver: LinkResolver
"""
logger.info(f"request: get_entity with identifier={identifier}")
entity = await link_resolver.resolve_link(identifier)
if not entity:
raise HTTPException(status_code=404, detail=f"Entity {identifier} not found")
result = EntityResponse.model_validate(entity)
return result
logger.info(f"request: get_entity with permalink={permalink}")
try:
entity = await entity_service.get_by_permalink(permalink)
result = EntityResponse.model_validate(entity)
return result
except EntityNotFoundError:
raise HTTPException(status_code=404, detail=f"Entity with {permalink} not found")
@router.get("/entities", response_model=EntityListResponse)
@@ -263,8 +161,8 @@ async def delete_entity(
# Delete the entity
deleted = await entity_service.delete_entity(entity.permalink or entity.id)
# Remove from search index (entity, observations, and relations)
background_tasks.add_task(search_service.handle_delete, entity)
# Remove from search index
background_tasks.add_task(search_service.delete_by_permalink, entity.permalink)
result = DeleteEntitiesResponse(deleted=deleted)
return result
@@ -1,78 +0,0 @@
"""Management router for basic-memory API."""
import asyncio
from fastapi import APIRouter, Request
from loguru import logger
from pydantic import BaseModel
from basic_memory.config import app_config
from basic_memory.deps import SyncServiceDep, ProjectRepositoryDep
router = APIRouter(prefix="/management", tags=["management"])
class WatchStatusResponse(BaseModel):
"""Response model for watch status."""
running: bool
"""Whether the watch service is currently running."""
@router.get("/watch/status", response_model=WatchStatusResponse)
async def get_watch_status(request: Request) -> WatchStatusResponse:
"""Get the current status of the watch service."""
return WatchStatusResponse(
running=request.app.state.watch_task is not None and not request.app.state.watch_task.done()
)
@router.post("/watch/start", response_model=WatchStatusResponse)
async def start_watch_service(
request: Request, project_repository: ProjectRepositoryDep, sync_service: SyncServiceDep
) -> WatchStatusResponse:
"""Start the watch service if it's not already running."""
# needed because of circular imports from sync -> app
from basic_memory.sync import WatchService
from basic_memory.sync.background_sync import create_background_sync_task
if request.app.state.watch_task is not None and not request.app.state.watch_task.done():
# Watch service is already running
return WatchStatusResponse(running=True)
# Create and start a new watch service
logger.info("Starting watch service via management API")
# Get services needed for the watch task
watch_service = WatchService(
app_config=app_config,
project_repository=project_repository,
)
# Create and store the task
watch_task = create_background_sync_task(sync_service, watch_service)
request.app.state.watch_task = watch_task
return WatchStatusResponse(running=True)
@router.post("/watch/stop", response_model=WatchStatusResponse)
async def stop_watch_service(request: Request) -> WatchStatusResponse: # pragma: no cover
"""Stop the watch service if it's running."""
if request.app.state.watch_task is None or request.app.state.watch_task.done():
# Watch service is not running
return WatchStatusResponse(running=False)
# Cancel the running task
logger.info("Stopping watch service via management API")
request.app.state.watch_task.cancel()
# Wait for it to be properly cancelled
try:
await request.app.state.watch_task
except asyncio.CancelledError:
pass
request.app.state.watch_task = None
return WatchStatusResponse(running=False)
+62 -6
View File
@@ -1,22 +1,78 @@
"""Routes for memory:// URI operations."""
from typing import Annotated, Optional
from typing import Annotated
from dateparser import parse
from fastapi import APIRouter, Query
from loguru import logger
from basic_memory.deps import ContextServiceDep, EntityRepositoryDep
from basic_memory.schemas.base import TimeFrame, parse_timeframe
from basic_memory.repository import EntityRepository
from basic_memory.repository.search_repository import SearchIndexRow
from basic_memory.schemas.base import TimeFrame
from basic_memory.schemas.memory import (
GraphContext,
RelationSummary,
EntitySummary,
ObservationSummary,
MemoryMetadata,
normalize_memory_url,
)
from basic_memory.schemas.search import SearchItemType
from basic_memory.api.routers.utils import to_graph_context
from basic_memory.services.context_service import ContextResultRow
router = APIRouter(prefix="/memory", tags=["memory"])
async def to_graph_context(context, entity_repository: EntityRepository, page: int, page_size: int):
# return results
async def to_summary(item: SearchIndexRow | ContextResultRow):
match item.type:
case SearchItemType.ENTITY:
return EntitySummary(
title=item.title, # pyright: ignore
permalink=item.permalink,
content=item.content,
file_path=item.file_path,
created_at=item.created_at,
)
case SearchItemType.OBSERVATION:
return ObservationSummary(
title=item.title, # pyright: ignore
file_path=item.file_path,
category=item.category, # pyright: ignore
content=item.content, # pyright: ignore
permalink=item.permalink, # pyright: ignore
created_at=item.created_at,
)
case SearchItemType.RELATION:
from_entity = await entity_repository.find_by_id(item.from_id) # pyright: ignore
to_entity = await entity_repository.find_by_id(item.to_id) if item.to_id else None
return RelationSummary(
title=item.title, # pyright: ignore
file_path=item.file_path,
permalink=item.permalink, # pyright: ignore
relation_type=item.type,
from_entity=from_entity.permalink, # pyright: ignore
to_entity=to_entity.permalink if to_entity else None,
created_at=item.created_at,
)
case _: # pragma: no cover
raise ValueError(f"Unexpected type: {item.type}")
primary_results = [await to_summary(r) for r in context["primary_results"]]
related_results = [await to_summary(r) for r in context["related_results"]]
metadata = MemoryMetadata.model_validate(context["metadata"])
# Transform to GraphContext
return GraphContext(
primary_results=primary_results,
related_results=related_results,
metadata=metadata,
page=page,
page_size=page_size,
)
@router.get("/recent", response_model=GraphContext)
async def recent(
context_service: ContextServiceDep,
@@ -39,7 +95,7 @@ async def recent(
f"Getting recent context: `{types}` depth: `{depth}` timeframe: `{timeframe}` page: `{page}` page_size: `{page_size}` max_related: `{max_related}`"
)
# Parse timeframe
since = parse_timeframe(timeframe)
since = parse(timeframe)
limit = page_size
offset = (page - 1) * page_size
@@ -63,7 +119,7 @@ async def get_memory_context(
entity_repository: EntityRepositoryDep,
uri: str,
depth: int = 1,
timeframe: Optional[TimeFrame] = None,
timeframe: TimeFrame = "7d",
page: int = 1,
page_size: int = 10,
max_related: int = 10,
@@ -77,7 +133,7 @@ async def get_memory_context(
memory_url = normalize_memory_url(uri)
# Parse timeframe
since = parse_timeframe(timeframe) if timeframe else None
since = parse(timeframe)
limit = page_size
offset = (page - 1) * page_size
@@ -0,0 +1,275 @@
"""Router for statistics and system information."""
import json
from datetime import datetime
from fastapi import APIRouter
from sqlalchemy import text
from basic_memory.config import config, config_manager
from basic_memory.deps import (
ProjectInfoRepositoryDep,
)
from basic_memory.repository.project_info_repository import ProjectInfoRepository
from basic_memory.schemas import (
ProjectInfoResponse,
ProjectStatistics,
ActivityMetrics,
SystemStatus,
)
from basic_memory.sync.watch_service import WATCH_STATUS_JSON
router = APIRouter(prefix="/stats", tags=["statistics"])
@router.get("/project-info", response_model=ProjectInfoResponse)
async def get_project_info(
repository: ProjectInfoRepositoryDep,
) -> ProjectInfoResponse:
"""Get comprehensive information about the current Basic Memory project."""
# Get statistics
statistics = await get_statistics(repository)
# Get activity metrics
activity = await get_activity_metrics(repository)
# Get system status
system = await get_system_status()
# Get project configuration information
project_name = config.project
project_path = str(config.home)
available_projects = config_manager.projects
default_project = config_manager.default_project
# Construct the response
return ProjectInfoResponse(
project_name=project_name,
project_path=project_path,
available_projects=available_projects,
default_project=default_project,
statistics=statistics,
activity=activity,
system=system,
)
async def get_statistics(repository: ProjectInfoRepository) -> ProjectStatistics:
"""Get statistics about the current project."""
# Get basic counts
entity_count_result = await repository.execute_query(text("SELECT COUNT(*) FROM entity"))
total_entities = entity_count_result.scalar() or 0
observation_count_result = await repository.execute_query(
text("SELECT COUNT(*) FROM observation")
)
total_observations = observation_count_result.scalar() or 0
relation_count_result = await repository.execute_query(text("SELECT COUNT(*) FROM relation"))
total_relations = relation_count_result.scalar() or 0
unresolved_count_result = await repository.execute_query(
text("SELECT COUNT(*) FROM relation WHERE to_id IS NULL")
)
total_unresolved = unresolved_count_result.scalar() or 0
# Get entity counts by type
entity_types_result = await repository.execute_query(
text("SELECT entity_type, COUNT(*) FROM entity GROUP BY entity_type")
)
entity_types = {row[0]: row[1] for row in entity_types_result.fetchall()}
# Get observation counts by category
category_result = await repository.execute_query(
text("SELECT category, COUNT(*) FROM observation GROUP BY category")
)
observation_categories = {row[0]: row[1] for row in category_result.fetchall()}
# Get relation counts by type
relation_types_result = await repository.execute_query(
text("SELECT relation_type, COUNT(*) FROM relation GROUP BY relation_type")
)
relation_types = {row[0]: row[1] for row in relation_types_result.fetchall()}
# Find most connected entities (most outgoing relations)
connected_result = await repository.execute_query(
text("""
SELECT e.id, e.title, e.permalink, COUNT(r.id) AS relation_count
FROM entity e
JOIN relation r ON e.id = r.from_id
GROUP BY e.id
ORDER BY relation_count DESC
LIMIT 10
""")
)
most_connected = [
{"id": row[0], "title": row[1], "permalink": row[2], "relation_count": row[3]}
for row in connected_result.fetchall()
]
# Count isolated entities (no relations)
isolated_result = await repository.execute_query(
text("""
SELECT COUNT(e.id)
FROM entity e
LEFT JOIN relation r1 ON e.id = r1.from_id
LEFT JOIN relation r2 ON e.id = r2.to_id
WHERE r1.id IS NULL AND r2.id IS NULL
""")
)
isolated_count = isolated_result.scalar() or 0
return ProjectStatistics(
total_entities=total_entities,
total_observations=total_observations,
total_relations=total_relations,
total_unresolved_relations=total_unresolved,
entity_types=entity_types,
observation_categories=observation_categories,
relation_types=relation_types,
most_connected_entities=most_connected,
isolated_entities=isolated_count,
)
async def get_activity_metrics(repository: ProjectInfoRepository) -> ActivityMetrics:
"""Get activity metrics for the current project."""
# Get recently created entities
created_result = await repository.execute_query(
text("""
SELECT id, title, permalink, entity_type, created_at
FROM entity
ORDER BY created_at DESC
LIMIT 10
""")
)
recently_created = [
{
"id": row[0],
"title": row[1],
"permalink": row[2],
"entity_type": row[3],
"created_at": row[4],
}
for row in created_result.fetchall()
]
# Get recently updated entities
updated_result = await repository.execute_query(
text("""
SELECT id, title, permalink, entity_type, updated_at
FROM entity
ORDER BY updated_at DESC
LIMIT 10
""")
)
recently_updated = [
{
"id": row[0],
"title": row[1],
"permalink": row[2],
"entity_type": row[3],
"updated_at": row[4],
}
for row in updated_result.fetchall()
]
# Get monthly growth over the last 6 months
# Calculate the start of 6 months ago
now = datetime.now()
six_months_ago = datetime(
now.year - (1 if now.month <= 6 else 0), ((now.month - 6) % 12) or 12, 1
)
# Query for monthly entity creation
entity_growth_result = await repository.execute_query(
text(f"""
SELECT
strftime('%Y-%m', created_at) AS month,
COUNT(*) AS count
FROM entity
WHERE created_at >= '{six_months_ago.isoformat()}'
GROUP BY month
ORDER BY month
""")
)
entity_growth = {row[0]: row[1] for row in entity_growth_result.fetchall()}
# Query for monthly observation creation
observation_growth_result = await repository.execute_query(
text(f"""
SELECT
strftime('%Y-%m', created_at) AS month,
COUNT(*) AS count
FROM observation
INNER JOIN entity ON observation.entity_id = entity.id
WHERE entity.created_at >= '{six_months_ago.isoformat()}'
GROUP BY month
ORDER BY month
""")
)
observation_growth = {row[0]: row[1] for row in observation_growth_result.fetchall()}
# Query for monthly relation creation
relation_growth_result = await repository.execute_query(
text(f"""
SELECT
strftime('%Y-%m', created_at) AS month,
COUNT(*) AS count
FROM relation
INNER JOIN entity ON relation.from_id = entity.id
WHERE entity.created_at >= '{six_months_ago.isoformat()}'
GROUP BY month
ORDER BY month
""")
)
relation_growth = {row[0]: row[1] for row in relation_growth_result.fetchall()}
# Combine all monthly growth data
monthly_growth = {}
for month in set(
list(entity_growth.keys()) + list(observation_growth.keys()) + list(relation_growth.keys())
):
monthly_growth[month] = {
"entities": entity_growth.get(month, 0),
"observations": observation_growth.get(month, 0),
"relations": relation_growth.get(month, 0),
"total": (
entity_growth.get(month, 0)
+ observation_growth.get(month, 0)
+ relation_growth.get(month, 0)
),
}
return ActivityMetrics(
recently_created=recently_created,
recently_updated=recently_updated,
monthly_growth=monthly_growth,
)
async def get_system_status() -> SystemStatus:
"""Get system status information."""
import basic_memory
# Get database information
db_path = config.database_path
db_size = db_path.stat().st_size if db_path.exists() else 0
db_size_readable = f"{db_size / (1024 * 1024):.2f} MB"
# Get watch service status if available
watch_status = None
watch_status_path = config.home / ".basic-memory" / WATCH_STATUS_JSON
if watch_status_path.exists():
try:
watch_status = json.loads(watch_status_path.read_text())
except Exception: # pragma: no cover
pass
return SystemStatus(
version=basic_memory.__version__,
database_path=str(db_path),
database_size=db_size_readable,
watch_status=watch_status,
timestamp=datetime.now(),
)
@@ -1,234 +0,0 @@
"""Router for project management."""
from fastapi import APIRouter, HTTPException, Path, Body
from typing import Optional
from basic_memory.deps import ProjectServiceDep, ProjectPathDep
from basic_memory.schemas import ProjectInfoResponse
from basic_memory.schemas.project_info import (
ProjectList,
ProjectItem,
ProjectInfoRequest,
ProjectStatusResponse,
)
# Router for resources in a specific project
project_router = APIRouter(prefix="/project", tags=["project"])
# Router for managing project resources
project_resource_router = APIRouter(prefix="/projects", tags=["project_management"])
@project_router.get("/info", response_model=ProjectInfoResponse)
async def get_project_info(
project_service: ProjectServiceDep,
project: ProjectPathDep,
) -> ProjectInfoResponse:
"""Get comprehensive information about the specified Basic Memory project."""
return await project_service.get_project_info(project)
# Update a project
@project_router.patch("/{name}", response_model=ProjectStatusResponse)
async def update_project(
project_service: ProjectServiceDep,
project_name: str = Path(..., description="Name of the project to update"),
path: Optional[str] = Body(None, description="New path for the project"),
is_active: Optional[bool] = Body(None, description="Status of the project (active/inactive)"),
) -> ProjectStatusResponse:
"""Update a project's information in configuration and database.
Args:
project_name: The name of the project to update
path: Optional new path for the project
is_active: Optional status update for the project
Returns:
Response confirming the project was updated
"""
try: # pragma: no cover
# Get original project info for the response
old_project_info = ProjectItem(
name=project_name,
path=project_service.projects.get(project_name, ""),
)
await project_service.update_project(project_name, updated_path=path, is_active=is_active)
# Get updated project info
updated_path = path if path else project_service.projects.get(project_name, "")
return ProjectStatusResponse(
message=f"Project '{project_name}' updated successfully",
status="success",
default=(project_name == project_service.default_project),
old_project=old_project_info,
new_project=ProjectItem(name=project_name, path=updated_path),
)
except ValueError as e: # pragma: no cover
raise HTTPException(status_code=400, detail=str(e))
# List all available projects
@project_resource_router.get("/projects", response_model=ProjectList)
async def list_projects(
project_service: ProjectServiceDep,
) -> ProjectList:
"""List all configured projects.
Returns:
A list of all projects with metadata
"""
projects = await project_service.list_projects()
default_project = project_service.default_project
project_items = [
ProjectItem(
name=project.name,
path=project.path,
is_default=project.is_default or False,
)
for project in projects
]
return ProjectList(
projects=project_items,
default_project=default_project,
)
# Add a new project
@project_resource_router.post("/projects", response_model=ProjectStatusResponse)
async def add_project(
project_data: ProjectInfoRequest,
project_service: ProjectServiceDep,
) -> ProjectStatusResponse:
"""Add a new project to configuration and database.
Args:
project_data: The project name and path, with option to set as default
Returns:
Response confirming the project was added
"""
try: # pragma: no cover
await project_service.add_project(
project_data.name, project_data.path, set_default=project_data.set_default
)
return ProjectStatusResponse( # pyright: ignore [reportCallIssue]
message=f"Project '{project_data.name}' added successfully",
status="success",
default=project_data.set_default,
new_project=ProjectItem(
name=project_data.name, path=project_data.path, is_default=project_data.set_default
),
)
except ValueError as e: # pragma: no cover
raise HTTPException(status_code=400, detail=str(e))
# Remove a project
@project_resource_router.delete("/{name}", response_model=ProjectStatusResponse)
async def remove_project(
project_service: ProjectServiceDep,
name: str = Path(..., description="Name of the project to remove"),
) -> ProjectStatusResponse:
"""Remove a project from configuration and database.
Args:
name: The name of the project to remove
Returns:
Response confirming the project was removed
"""
try:
old_project = await project_service.get_project(name)
if not old_project: # pragma: no cover
raise HTTPException(
status_code=404, detail=f"Project: '{name}' does not exist"
) # pragma: no cover
await project_service.remove_project(name)
return ProjectStatusResponse(
message=f"Project '{name}' removed successfully",
status="success",
default=False,
old_project=ProjectItem(name=old_project.name, path=old_project.path),
new_project=None,
)
except ValueError as e: # pragma: no cover
raise HTTPException(status_code=400, detail=str(e))
# Set a project as default
@project_resource_router.put("/{name}/default", response_model=ProjectStatusResponse)
async def set_default_project(
project_service: ProjectServiceDep,
name: str = Path(..., description="Name of the project to set as default"),
) -> ProjectStatusResponse:
"""Set a project as the default project.
Args:
name: The name of the project to set as default
Returns:
Response confirming the project was set as default
"""
try:
# Get the old default project
default_name = project_service.default_project
default_project = await project_service.get_project(default_name)
if not default_project: # pragma: no cover
raise HTTPException( # pragma: no cover
status_code=404, detail=f"Default Project: '{default_name}' does not exist"
)
# get the new project
new_default_project = await project_service.get_project(name)
if not new_default_project: # pragma: no cover
raise HTTPException(
status_code=404, detail=f"Project: '{name}' does not exist"
) # pragma: no cover
await project_service.set_default_project(name)
return ProjectStatusResponse(
message=f"Project '{name}' set as default successfully",
status="success",
default=True,
old_project=ProjectItem(name=default_name, path=default_project.path),
new_project=ProjectItem(
name=name,
path=new_default_project.path,
is_default=True,
),
)
except ValueError as e: # pragma: no cover
raise HTTPException(status_code=400, detail=str(e))
# Synchronize projects between config and database
@project_resource_router.post("/sync", response_model=ProjectStatusResponse)
async def synchronize_projects(
project_service: ProjectServiceDep,
) -> ProjectStatusResponse:
"""Synchronize projects between configuration file and database.
Ensures that all projects in the configuration file exist in the database
and vice versa.
Returns:
Response confirming synchronization was completed
"""
try: # pragma: no cover
await project_service.synchronize_projects()
return ProjectStatusResponse( # pyright: ignore [reportCallIssue]
message="Projects synchronized successfully between configuration and database",
status="success",
default=False,
)
except ValueError as e: # pragma: no cover
raise HTTPException(status_code=400, detail=str(e))
@@ -1,260 +0,0 @@
"""Router for prompt-related operations.
This router is responsible for rendering various prompts using Handlebars templates.
It centralizes all prompt formatting logic that was previously in the MCP prompts.
"""
from datetime import datetime, timezone
from fastapi import APIRouter, HTTPException, status
from loguru import logger
from basic_memory.api.routers.utils import to_graph_context, to_search_results
from basic_memory.api.template_loader import template_loader
from basic_memory.schemas.base import parse_timeframe
from basic_memory.deps import (
ContextServiceDep,
EntityRepositoryDep,
SearchServiceDep,
EntityServiceDep,
)
from basic_memory.schemas.prompt import (
ContinueConversationRequest,
SearchPromptRequest,
PromptResponse,
PromptMetadata,
)
from basic_memory.schemas.search import SearchItemType, SearchQuery
router = APIRouter(prefix="/prompt", tags=["prompt"])
@router.post("/continue-conversation", response_model=PromptResponse)
async def continue_conversation(
search_service: SearchServiceDep,
entity_service: EntityServiceDep,
context_service: ContextServiceDep,
entity_repository: EntityRepositoryDep,
request: ContinueConversationRequest,
) -> PromptResponse:
"""Generate a prompt for continuing a conversation.
This endpoint takes a topic and/or timeframe and generates a prompt with
relevant context from the knowledge base.
Args:
request: The request parameters
Returns:
Formatted continuation prompt with context
"""
logger.info(
f"Generating continue conversation prompt, topic: {request.topic}, timeframe: {request.timeframe}"
)
since = parse_timeframe(request.timeframe) if request.timeframe else None
# Initialize search results
search_results = []
# Get data needed for template
if request.topic:
query = SearchQuery(text=request.topic, after_date=request.timeframe)
results = await search_service.search(query, limit=request.search_items_limit)
search_results = await to_search_results(entity_service, results)
# Build context from results
all_hierarchical_results = []
for result in search_results:
if hasattr(result, "permalink") and result.permalink:
# Get hierarchical context using the new dataclass-based approach
context_result = await context_service.build_context(
result.permalink,
depth=request.depth,
since=since,
max_related=request.related_items_limit,
include_observations=True, # Include observations for entities
)
# Process results into the schema format
graph_context = await to_graph_context(
context_result, entity_repository=entity_repository
)
# Add results to our collection (limit to top results for each permalink)
if graph_context.results:
all_hierarchical_results.extend(graph_context.results[:3])
# Limit to a reasonable number of total results
all_hierarchical_results = all_hierarchical_results[:10]
template_context = {
"topic": request.topic,
"timeframe": request.timeframe,
"hierarchical_results": all_hierarchical_results,
"has_results": len(all_hierarchical_results) > 0,
}
else:
# If no topic, get recent activity
context_result = await context_service.build_context(
types=[SearchItemType.ENTITY],
depth=request.depth,
since=since,
max_related=request.related_items_limit,
include_observations=True,
)
recent_context = await to_graph_context(context_result, entity_repository=entity_repository)
hierarchical_results = recent_context.results[:5] # Limit to top 5 recent items
template_context = {
"topic": f"Recent Activity from ({request.timeframe})",
"timeframe": request.timeframe,
"hierarchical_results": hierarchical_results,
"has_results": len(hierarchical_results) > 0,
}
try:
# Render template
rendered_prompt = await template_loader.render(
"prompts/continue_conversation.hbs", template_context
)
# Calculate metadata
# Count items of different types
observation_count = 0
relation_count = 0
entity_count = 0
# Get the hierarchical results from the template context
hierarchical_results_for_count = template_context.get("hierarchical_results", [])
# For topic-based search
if request.topic:
for item in hierarchical_results_for_count:
if hasattr(item, "observations"):
observation_count += len(item.observations) if item.observations else 0
if hasattr(item, "related_results"):
for related in item.related_results or []:
if hasattr(related, "type"):
if related.type == "relation":
relation_count += 1
elif related.type == "entity": # pragma: no cover
entity_count += 1 # pragma: no cover
# For recent activity
else:
for item in hierarchical_results_for_count:
if hasattr(item, "observations"):
observation_count += len(item.observations) if item.observations else 0
if hasattr(item, "related_results"):
for related in item.related_results or []:
if hasattr(related, "type"):
if related.type == "relation":
relation_count += 1
elif related.type == "entity": # pragma: no cover
entity_count += 1 # pragma: no cover
# Build metadata
metadata = {
"query": request.topic,
"timeframe": request.timeframe,
"search_count": len(search_results)
if request.topic
else 0, # Original search results count
"context_count": len(hierarchical_results_for_count),
"observation_count": observation_count,
"relation_count": relation_count,
"total_items": (
len(hierarchical_results_for_count)
+ observation_count
+ relation_count
+ entity_count
),
"search_limit": request.search_items_limit,
"context_depth": request.depth,
"related_limit": request.related_items_limit,
"generated_at": datetime.now(timezone.utc).isoformat(),
}
prompt_metadata = PromptMetadata(**metadata)
return PromptResponse(
prompt=rendered_prompt, context=template_context, metadata=prompt_metadata
)
except Exception as e:
logger.error(f"Error rendering continue conversation template: {e}")
raise HTTPException(
status_code=status.HTTP_500_INTERNAL_SERVER_ERROR,
detail=f"Error rendering prompt template: {str(e)}",
)
@router.post("/search", response_model=PromptResponse)
async def search_prompt(
search_service: SearchServiceDep,
entity_service: EntityServiceDep,
request: SearchPromptRequest,
page: int = 1,
page_size: int = 10,
) -> PromptResponse:
"""Generate a prompt for search results.
This endpoint takes a search query and formats the results into a helpful
prompt with context and suggestions.
Args:
request: The search parameters
page: The page number for pagination
page_size: The number of results per page, defaults to 10
Returns:
Formatted search results prompt with context
"""
logger.info(f"Generating search prompt, query: {request.query}, timeframe: {request.timeframe}")
limit = page_size
offset = (page - 1) * page_size
query = SearchQuery(text=request.query, after_date=request.timeframe)
results = await search_service.search(query, limit=limit, offset=offset)
search_results = await to_search_results(entity_service, results)
template_context = {
"query": request.query,
"timeframe": request.timeframe,
"results": search_results,
"has_results": len(search_results) > 0,
"result_count": len(search_results),
}
try:
# Render template
rendered_prompt = await template_loader.render("prompts/search.hbs", template_context)
# Build metadata
metadata = {
"query": request.query,
"timeframe": request.timeframe,
"search_count": len(search_results),
"context_count": len(search_results),
"observation_count": 0, # Search results don't include observations
"relation_count": 0, # Search results don't include relations
"total_items": len(search_results),
"search_limit": limit,
"context_depth": 0, # No context depth for basic search
"related_limit": 0, # No related items for basic search
"generated_at": datetime.now(timezone.utc).isoformat(),
}
prompt_metadata = PromptMetadata(**metadata)
return PromptResponse(
prompt=rendered_prompt, context=template_context, metadata=prompt_metadata
)
except Exception as e:
logger.error(f"Error rendering search template: {e}")
raise HTTPException(
status_code=status.HTTP_500_INTERNAL_SERVER_ERROR,
detail=f"Error rendering prompt template: {str(e)}",
)
+21 -3
View File
@@ -2,8 +2,7 @@
from fastapi import APIRouter, BackgroundTasks
from basic_memory.api.routers.utils import to_search_results
from basic_memory.schemas.search import SearchQuery, SearchResponse
from basic_memory.schemas.search import SearchQuery, SearchResult, SearchResponse
from basic_memory.deps import SearchServiceDep, EntityServiceDep
router = APIRouter(prefix="/search", tags=["search"])
@@ -21,7 +20,26 @@ async def search(
limit = page_size
offset = (page - 1) * page_size
results = await search_service.search(query, limit=limit, offset=offset)
search_results = await to_search_results(entity_service, results)
search_results = []
for r in results:
entities = await entity_service.get_entities_by_id([r.entity_id, r.from_id, r.to_id]) # pyright: ignore
search_results.append(
SearchResult(
title=r.title, # pyright: ignore
type=r.type, # pyright: ignore
permalink=r.permalink,
score=r.score, # pyright: ignore
entity=entities[0].permalink if entities else None,
content=r.content,
file_path=r.file_path,
metadata=r.metadata,
category=r.category,
from_entity=entities[0].permalink if entities else None,
to_entity=entities[1].permalink if len(entities) > 1 else None,
relation_type=r.relation_type,
)
)
return SearchResponse(
results=search_results,
current_page=page,
-130
View File
@@ -1,130 +0,0 @@
from typing import Optional, List
from basic_memory.repository import EntityRepository
from basic_memory.repository.search_repository import SearchIndexRow
from basic_memory.schemas.memory import (
EntitySummary,
ObservationSummary,
RelationSummary,
MemoryMetadata,
GraphContext,
ContextResult,
)
from basic_memory.schemas.search import SearchItemType, SearchResult
from basic_memory.services import EntityService
from basic_memory.services.context_service import (
ContextResultRow,
ContextResult as ServiceContextResult,
)
async def to_graph_context(
context_result: ServiceContextResult,
entity_repository: EntityRepository,
page: Optional[int] = None,
page_size: Optional[int] = None,
):
# Helper function to convert items to summaries
async def to_summary(item: SearchIndexRow | ContextResultRow):
match item.type:
case SearchItemType.ENTITY:
return EntitySummary(
title=item.title, # pyright: ignore
permalink=item.permalink,
content=item.content,
file_path=item.file_path,
created_at=item.created_at,
)
case SearchItemType.OBSERVATION:
return ObservationSummary(
title=item.title, # pyright: ignore
file_path=item.file_path,
category=item.category, # pyright: ignore
content=item.content, # pyright: ignore
permalink=item.permalink, # pyright: ignore
created_at=item.created_at,
)
case SearchItemType.RELATION:
from_entity = await entity_repository.find_by_id(item.from_id) # pyright: ignore
to_entity = await entity_repository.find_by_id(item.to_id) if item.to_id else None
return RelationSummary(
title=item.title, # pyright: ignore
file_path=item.file_path,
permalink=item.permalink, # pyright: ignore
relation_type=item.relation_type, # pyright: ignore
from_entity=from_entity.title, # pyright: ignore
to_entity=to_entity.title if to_entity else None,
created_at=item.created_at,
)
case _: # pragma: no cover
raise ValueError(f"Unexpected type: {item.type}")
# Process the hierarchical results
hierarchical_results = []
for context_item in context_result.results:
# Process primary result
primary_result = await to_summary(context_item.primary_result)
# Process observations
observations = []
for obs in context_item.observations:
observations.append(await to_summary(obs))
# Process related results
related = []
for rel in context_item.related_results:
related.append(await to_summary(rel))
# Add to hierarchical results
hierarchical_results.append(
ContextResult(
primary_result=primary_result,
observations=observations,
related_results=related,
)
)
# Create schema metadata from service metadata
metadata = MemoryMetadata(
uri=context_result.metadata.uri,
types=context_result.metadata.types,
depth=context_result.metadata.depth,
timeframe=context_result.metadata.timeframe,
generated_at=context_result.metadata.generated_at,
primary_count=context_result.metadata.primary_count,
related_count=context_result.metadata.related_count,
total_results=context_result.metadata.primary_count + context_result.metadata.related_count,
total_relations=context_result.metadata.total_relations,
total_observations=context_result.metadata.total_observations,
)
# Return new GraphContext with just hierarchical results
return GraphContext(
results=hierarchical_results,
metadata=metadata,
page=page,
page_size=page_size,
)
async def to_search_results(entity_service: EntityService, results: List[SearchIndexRow]):
search_results = []
for r in results:
entities = await entity_service.get_entities_by_id([r.entity_id, r.from_id, r.to_id]) # pyright: ignore
search_results.append(
SearchResult(
title=r.title, # pyright: ignore
type=r.type, # pyright: ignore
permalink=r.permalink,
score=r.score, # pyright: ignore
entity=entities[0].permalink if entities else None,
content=r.content,
file_path=r.file_path,
metadata=r.metadata,
category=r.category,
from_entity=entities[0].permalink if entities else None,
to_entity=entities[1].permalink if len(entities) > 1 else None,
relation_type=r.relation_type,
)
)
return search_results
-292
View File
@@ -1,292 +0,0 @@
"""Template loading and rendering utilities for the Basic Memory API.
This module handles the loading and rendering of Handlebars templates from the
templates directory, providing a consistent interface for all prompt-related
formatting needs.
"""
import textwrap
from typing import Dict, Any, Optional, Callable
from pathlib import Path
import json
import datetime
import pybars
from loguru import logger
# Get the base path of the templates directory
TEMPLATES_DIR = Path(__file__).parent.parent / "templates"
# Custom helpers for Handlebars
def _date_helper(this, *args):
"""Format a date using the given format string."""
if len(args) < 1: # pragma: no cover
return ""
timestamp = args[0]
format_str = args[1] if len(args) > 1 else "%Y-%m-%d %H:%M"
if hasattr(timestamp, "strftime"):
result = timestamp.strftime(format_str)
elif isinstance(timestamp, str):
try:
dt = datetime.datetime.fromisoformat(timestamp)
result = dt.strftime(format_str)
except ValueError:
result = timestamp
else:
result = str(timestamp) # pragma: no cover
return pybars.strlist([result])
def _default_helper(this, *args):
"""Return a default value if the given value is None or empty."""
if len(args) < 2: # pragma: no cover
return ""
value = args[0]
default_value = args[1]
result = default_value if value is None or value == "" else value
# Use strlist for consistent handling of HTML escaping
return pybars.strlist([str(result)])
def _capitalize_helper(this, *args):
"""Capitalize the first letter of a string."""
if len(args) < 1: # pragma: no cover
return ""
text = args[0]
if not text or not isinstance(text, str): # pragma: no cover
result = ""
else:
result = text.capitalize()
return pybars.strlist([result])
def _round_helper(this, *args):
"""Round a number to the specified number of decimal places."""
if len(args) < 1:
return ""
value = args[0]
decimal_places = args[1] if len(args) > 1 else 2
try:
result = str(round(float(value), int(decimal_places)))
except (ValueError, TypeError):
result = str(value)
return pybars.strlist([result])
def _size_helper(this, *args):
"""Return the size/length of a collection."""
if len(args) < 1:
return 0
value = args[0]
if value is None:
result = "0"
elif isinstance(value, (list, tuple, dict, str)):
result = str(len(value)) # pragma: no cover
else: # pragma: no cover
result = "0"
return pybars.strlist([result])
def _json_helper(this, *args):
"""Convert a value to a JSON string."""
if len(args) < 1: # pragma: no cover
return "{}"
value = args[0]
# For pybars, we need to return a SafeString to prevent HTML escaping
result = json.dumps(value) # pragma: no cover
# Safe string implementation to prevent HTML escaping
return pybars.strlist([result])
def _math_helper(this, *args):
"""Perform basic math operations."""
if len(args) < 3:
return pybars.strlist(["Math error: Insufficient arguments"])
lhs = args[0]
operator = args[1]
rhs = args[2]
try:
lhs = float(lhs)
rhs = float(rhs)
if operator == "+":
result = str(lhs + rhs)
elif operator == "-":
result = str(lhs - rhs)
elif operator == "*":
result = str(lhs * rhs)
elif operator == "/":
result = str(lhs / rhs)
else:
result = f"Unsupported operator: {operator}"
except (ValueError, TypeError) as e:
result = f"Math error: {e}"
return pybars.strlist([result])
def _lt_helper(this, *args):
"""Check if left hand side is less than right hand side."""
if len(args) < 2:
return False
lhs = args[0]
rhs = args[1]
try:
return float(lhs) < float(rhs)
except (ValueError, TypeError):
# Fall back to string comparison for non-numeric values
return str(lhs) < str(rhs)
def _if_cond_helper(this, options, condition):
"""Block helper for custom if conditionals."""
if condition:
return options["fn"](this)
elif "inverse" in options:
return options["inverse"](this)
return "" # pragma: no cover
def _dedent_helper(this, options):
"""Dedent a block of text to remove common leading whitespace.
Usage:
{{#dedent}}
This text will have its
common leading whitespace removed
while preserving relative indentation.
{{/dedent}}
"""
if "fn" not in options: # pragma: no cover
return ""
# Get the content from the block
content = options["fn"](this)
# Convert to string if it's a strlist
if (
isinstance(content, list)
or hasattr(content, "__iter__")
and not isinstance(content, (str, bytes))
):
content_str = "".join(str(item) for item in content) # pragma: no cover
else:
content_str = str(content) # pragma: no cover
# Add trailing and leading newlines to ensure proper dedenting
# This is critical for textwrap.dedent to work correctly with mixed content
content_str = "\n" + content_str + "\n"
# Use textwrap to dedent the content and remove the extra newlines we added
dedented = textwrap.dedent(content_str)[1:-1]
# Return as a SafeString to prevent HTML escaping
return pybars.strlist([dedented]) # pragma: no cover
class TemplateLoader:
"""Loader for Handlebars templates.
This class is responsible for loading templates from disk and rendering
them with the provided context data.
"""
def __init__(self, template_dir: Optional[str] = None):
"""Initialize the template loader.
Args:
template_dir: Optional custom template directory path
"""
self.template_dir = Path(template_dir) if template_dir else TEMPLATES_DIR
self.template_cache: Dict[str, Callable] = {}
self.compiler = pybars.Compiler()
# Set up standard helpers
self.helpers = {
"date": _date_helper,
"default": _default_helper,
"capitalize": _capitalize_helper,
"round": _round_helper,
"size": _size_helper,
"json": _json_helper,
"math": _math_helper,
"lt": _lt_helper,
"if_cond": _if_cond_helper,
"dedent": _dedent_helper,
}
logger.debug(f"Initialized template loader with directory: {self.template_dir}")
def get_template(self, template_path: str) -> Callable:
"""Get a template by path, using cache if available.
Args:
template_path: The path to the template, relative to the templates directory
Returns:
The compiled Handlebars template
Raises:
FileNotFoundError: If the template doesn't exist
"""
if template_path in self.template_cache:
return self.template_cache[template_path]
# Convert from Liquid-style path to Handlebars extension
if template_path.endswith(".liquid"):
template_path = template_path.replace(".liquid", ".hbs")
elif not template_path.endswith(".hbs"):
template_path = f"{template_path}.hbs"
full_path = self.template_dir / template_path
if not full_path.exists():
raise FileNotFoundError(f"Template not found: {full_path}")
with open(full_path, "r", encoding="utf-8") as f:
template_str = f.read()
template = self.compiler.compile(template_str)
self.template_cache[template_path] = template
logger.debug(f"Loaded template: {template_path}")
return template
async def render(self, template_path: str, context: Dict[str, Any]) -> str:
"""Render a template with the given context.
Args:
template_path: The path to the template, relative to the templates directory
context: The context data to pass to the template
Returns:
The rendered template as a string
"""
template = self.get_template(template_path)
return template(context, helpers=self.helpers)
def clear_cache(self) -> None:
"""Clear the template cache."""
self.template_cache.clear()
logger.debug("Template cache cleared")
# Global template loader instance
template_loader = TemplateLoader()
+20 -24
View File
@@ -1,20 +1,18 @@
import asyncio
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 import db
from basic_memory.config import config
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()
@@ -23,12 +21,11 @@ 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",
help="Specify which project to use",
envvar="BASIC_MEMORY_PROJECT",
),
version: Optional[bool] = typer.Option(
@@ -41,29 +38,28 @@ def app_callback(
),
) -> None:
"""Basic Memory - Local-first personal knowledge management."""
# We use the project option to set the BASIC_MEMORY_PROJECT environment variable
# The config module will pick this up when loading
if project: # pragma: no cover
import os
import importlib
from basic_memory import config as config_module
# 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
# Set the environment variable
os.environ["BASIC_MEMORY_PROJECT"] = project
ensure_initialization(app_config)
# Reload the config module to pick up the new project
importlib.reload(config_module)
# 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 local reference
global config
from basic_memory.config import config as new_config
# Update the global config to use this project
from basic_memory.config import update_current_project
config = new_config
update_current_project(project)
else:
# Use the default project
current_project = app_config.default_project
session.set_current_project(current_project)
# Run database migrations
asyncio.run(db.run_migrations(config))
# Register sub-command groups
import_app = typer.Typer(help="Import data from various sources")
+3 -3
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 import_claude_projects, import_chatgpt, tool, project
from . import status, sync, db, import_memory_json, mcp, import_claude_conversations
from . import import_claude_projects, import_chatgpt, tool, project, project_info
__all__ = [
"auth",
"status",
"sync",
"db",
@@ -15,4 +14,5 @@ __all__ = [
"import_chatgpt",
"tool",
"project",
"project_info",
]
-136
View File
@@ -1,136 +0,0 @@
"""OAuth management commands."""
import typer
from typing import Optional
from pydantic import AnyHttpUrl
from basic_memory.cli.app import app
from basic_memory.mcp.auth_provider import BasicMemoryOAuthProvider
from mcp.shared.auth import OAuthClientInformationFull
auth_app = typer.Typer(help="OAuth client management commands")
app.add_typer(auth_app, name="auth")
@auth_app.command()
def register_client(
client_id: Optional[str] = typer.Option(
None, help="Client ID (auto-generated if not provided)"
),
client_secret: Optional[str] = typer.Option(
None, help="Client secret (auto-generated if not provided)"
),
issuer_url: str = typer.Option("http://localhost:8000", help="OAuth issuer URL"),
):
"""Register a new OAuth client for Basic Memory MCP server."""
# Create provider instance
provider = BasicMemoryOAuthProvider(issuer_url=issuer_url)
# Create client info with required redirect_uris
client_info = OAuthClientInformationFull(
client_id=client_id or "", # Provider will generate if empty
client_secret=client_secret or "", # Provider will generate if empty
redirect_uris=[AnyHttpUrl("http://localhost:8000/callback")], # Default redirect URI
client_name="Basic Memory OAuth Client",
grant_types=["authorization_code", "refresh_token"],
)
# Register the client
import asyncio
asyncio.run(provider.register_client(client_info))
typer.echo("Client registered successfully!")
typer.echo(f"Client ID: {client_info.client_id}")
typer.echo(f"Client Secret: {client_info.client_secret}")
typer.echo("\nSave these credentials securely - the client secret cannot be retrieved later.")
@auth_app.command()
def test_auth(
issuer_url: str = typer.Option("http://localhost:8000", help="OAuth issuer URL"),
):
"""Test OAuth authentication flow.
IMPORTANT: Use the same FASTMCP_AUTH_SECRET_KEY environment variable
as your MCP server for tokens to validate correctly.
"""
import asyncio
import secrets
from mcp.server.auth.provider import AuthorizationParams
from pydantic import AnyHttpUrl
async def test_flow():
# Create provider with same secret key as server
provider = BasicMemoryOAuthProvider(issuer_url=issuer_url)
# Register a test client
client_info = OAuthClientInformationFull(
client_id=secrets.token_urlsafe(16),
client_secret=secrets.token_urlsafe(32),
redirect_uris=[AnyHttpUrl("http://localhost:8000/callback")],
client_name="Test OAuth Client",
grant_types=["authorization_code", "refresh_token"],
)
await provider.register_client(client_info)
typer.echo(f"Registered test client: {client_info.client_id}")
# Get the client
client = await provider.get_client(client_info.client_id)
if not client:
typer.echo("Error: Client not found after registration", err=True)
return
# Create authorization request
auth_params = AuthorizationParams(
state="test-state",
scopes=["read", "write"],
code_challenge="test-challenge",
redirect_uri=AnyHttpUrl("http://localhost:8000/callback"),
redirect_uri_provided_explicitly=True,
)
# Get authorization URL
auth_url = await provider.authorize(client, auth_params)
typer.echo(f"Authorization URL: {auth_url}")
# Extract auth code from URL
from urllib.parse import urlparse, parse_qs
parsed = urlparse(auth_url)
params = parse_qs(parsed.query)
auth_code = params.get("code", [None])[0]
if not auth_code:
typer.echo("Error: No authorization code in URL", err=True)
return
# Load the authorization code
code_obj = await provider.load_authorization_code(client, auth_code)
if not code_obj:
typer.echo("Error: Invalid authorization code", err=True)
return
# Exchange for tokens
token = await provider.exchange_authorization_code(client, code_obj)
typer.echo(f"Access token: {token.access_token}")
typer.echo(f"Refresh token: {token.refresh_token}")
typer.echo(f"Expires in: {token.expires_in} seconds")
# Validate access token
access_token_obj = await provider.load_access_token(token.access_token)
if access_token_obj:
typer.echo("Access token validated successfully!")
typer.echo(f"Client ID: {access_token_obj.client_id}")
typer.echo(f"Scopes: {access_token_obj.scopes}")
else:
typer.echo("Error: Invalid access token", err=True)
asyncio.run(test_flow())
if __name__ == "__main__":
auth_app()
+2 -15
View File
@@ -1,13 +1,10 @@
"""Database management commands."""
import asyncio
import typer
from loguru import logger
from basic_memory import db
from basic_memory.alembic import migrations
from basic_memory.cli.app import app
from basic_memory.config import app_config
@app.command()
@@ -17,17 +14,7 @@ def reset(
"""Reset database (drop all tables and recreate)."""
if typer.confirm("This will delete all data in your db. Are you sure?"):
logger.info("Resetting database...")
# Get database path
db_path = app_config.app_database_path
# Delete the database file if it exists
if db_path.exists():
db_path.unlink()
logger.info(f"Database file deleted: {db_path}")
# Create a new empty database
asyncio.run(db.run_migrations(app_config))
logger.info("Database reset complete")
migrations.reset_database()
if reindex:
# Import and run sync
+209 -32
View File
@@ -2,21 +2,204 @@
import asyncio
import json
from datetime import datetime
from pathlib import Path
from typing import Annotated
from typing import Dict, Any, List, Annotated, Set, Optional
import typer
from basic_memory.cli.app import import_app
from basic_memory.config import config
from basic_memory.importers import ChatGPTImporter
from basic_memory.markdown import EntityParser, MarkdownProcessor
from loguru import logger
from rich.console import Console
from rich.panel import Panel
from rich.progress import Progress, SpinnerColumn, TextColumn, BarColumn
from basic_memory.cli.app import import_app
from basic_memory.config import config
from basic_memory.markdown import EntityParser, MarkdownProcessor
from basic_memory.markdown.schemas import EntityMarkdown, EntityFrontmatter
console = Console()
def clean_filename(text: str) -> str:
"""Convert text to safe filename."""
clean = "".join(c if c.isalnum() else "-" for c in text.lower()).strip("-")
return clean
def format_timestamp(ts: float) -> str:
"""Format Unix timestamp for display."""
dt = datetime.fromtimestamp(ts)
return dt.strftime("%Y-%m-%d %H:%M:%S")
def get_message_content(message: Dict[str, Any]) -> str:
"""Extract clean message content."""
if not message or "content" not in message:
return "" # pragma: no cover
content = message["content"]
if content.get("content_type") == "text":
return "\n".join(content.get("parts", []))
elif content.get("content_type") == "code":
return f"```{content.get('language', '')}\n{content.get('text', '')}\n```"
return "" # pragma: no cover
def traverse_messages(
mapping: Dict[str, Any], root_id: Optional[str], seen: Set[str]
) -> List[Dict[str, Any]]:
"""Traverse message tree and return messages in order."""
messages = []
node = mapping.get(root_id) if root_id else None
while node:
if node["id"] not in seen and node.get("message"):
seen.add(node["id"])
messages.append(node["message"])
# Follow children
children = node.get("children", [])
for child_id in children:
child_msgs = traverse_messages(mapping, child_id, seen)
messages.extend(child_msgs)
break # Don't follow siblings
return messages
def format_chat_markdown(
title: str,
mapping: Dict[str, Any],
root_id: Optional[str],
created_at: float,
modified_at: float,
) -> str:
"""Format chat as clean markdown."""
# Start with title
lines = [f"# {title}\n"]
# Traverse message tree
seen_msgs = set()
messages = traverse_messages(mapping, root_id, seen_msgs)
# Format each message
for msg in messages:
# Skip hidden messages
if msg.get("metadata", {}).get("is_visually_hidden_from_conversation"):
continue
# Get author and timestamp
author = msg["author"]["role"].title()
ts = format_timestamp(msg["create_time"]) if msg.get("create_time") else ""
# Add message header
lines.append(f"### {author} ({ts})")
# Add message content
content = get_message_content(msg)
if content:
lines.append(content)
# Add spacing
lines.append("")
return "\n".join(lines)
def format_chat_content(folder: str, conversation: Dict[str, Any]) -> EntityMarkdown:
"""Convert chat conversation to Basic Memory entity."""
# Extract timestamps
created_at = conversation["create_time"]
modified_at = conversation["update_time"]
root_id = None
# Find root message
for node_id, node in conversation["mapping"].items():
if node.get("parent") is None:
root_id = node_id
break
# Generate permalink
date_prefix = datetime.fromtimestamp(created_at).strftime("%Y%m%d")
clean_title = clean_filename(conversation["title"])
# Format content
content = format_chat_markdown(
title=conversation["title"],
mapping=conversation["mapping"],
root_id=root_id,
created_at=created_at,
modified_at=modified_at,
)
# Create entity
entity = EntityMarkdown(
frontmatter=EntityFrontmatter(
metadata={
"type": "conversation",
"title": conversation["title"],
"created": format_timestamp(created_at),
"modified": format_timestamp(modified_at),
"permalink": f"{folder}/{date_prefix}-{clean_title}",
}
),
content=content,
)
return entity
async def process_chatgpt_json(
json_path: Path, folder: str, markdown_processor: MarkdownProcessor
) -> Dict[str, int]:
"""Import conversations from ChatGPT JSON format."""
with Progress(
SpinnerColumn(),
TextColumn("[progress.description]{task.description}"),
BarColumn(),
TextColumn("[progress.percentage]{task.percentage:>3.0f}%"),
console=console,
) as progress:
read_task = progress.add_task("Reading chat data...", total=None)
# Read conversations
conversations = json.loads(json_path.read_text())
progress.update(read_task, total=len(conversations))
# Process each conversation
messages_imported = 0
chats_imported = 0
for chat in conversations:
# Convert to entity
entity = format_chat_content(folder, chat)
# Write file
file_path = config.home / f"{entity.frontmatter.metadata['permalink']}.md"
# logger.info(f"Writing file: {file_path.absolute()}")
await markdown_processor.write_file(file_path, entity)
# Count messages
msg_count = sum(
1
for node in chat["mapping"].values()
if node.get("message")
and not node.get("message", {})
.get("metadata", {})
.get("is_visually_hidden_from_conversation")
)
chats_imported += 1
messages_imported += msg_count
progress.update(read_task, advance=1)
return {"conversations": chats_imported, "messages": messages_imported}
async def get_markdown_processor() -> MarkdownProcessor:
"""Get MarkdownProcessor instance."""
entity_parser = EntityParser(config.home)
@@ -43,36 +226,30 @@ def import_chatgpt(
"""
try:
if not conversations_json.exists(): # pragma: no cover
typer.echo(f"Error: File not found: {conversations_json}", err=True)
raise typer.Exit(1)
if conversations_json:
if not conversations_json.exists():
typer.echo(f"Error: File not found: {conversations_json}", err=True)
raise typer.Exit(1)
# Get markdown processor
markdown_processor = asyncio.run(get_markdown_processor())
# Get markdown processor
markdown_processor = asyncio.run(get_markdown_processor())
# Process the file
base_path = config.home / folder
console.print(f"\nImporting chats from {conversations_json}...writing to {base_path}")
# Create importer and run import
importer = ChatGPTImporter(config.home, markdown_processor)
with conversations_json.open("r", encoding="utf-8") as file:
json_data = json.load(file)
result = asyncio.run(importer.import_data(json_data, folder))
if not result.success: # pragma: no cover
typer.echo(f"Error during import: {result.error_message}", err=True)
raise typer.Exit(1)
# Show results
console.print(
Panel(
f"[green]Import complete![/green]\n\n"
f"Imported {result.conversations} conversations\n"
f"Containing {result.messages} messages",
expand=False,
# Process the file
base_path = config.home / folder
console.print(f"\nImporting chats from {conversations_json}...writing to {base_path}")
results = asyncio.run(
process_chatgpt_json(conversations_json, folder, markdown_processor)
)
# Show results
console.print(
Panel(
f"[green]Import complete![/green]\n\n"
f"Imported {results['conversations']} conversations\n"
f"Containing {results['messages']} messages",
expand=False,
)
)
)
console.print("\nRun 'basic-memory sync' to index the new files.")
@@ -2,21 +2,157 @@
import asyncio
import json
from datetime import datetime
from pathlib import Path
from typing import Annotated
from typing import Dict, Any, List, Annotated
import typer
from basic_memory.cli.app import claude_app
from basic_memory.config import config
from basic_memory.importers.claude_conversations_importer import ClaudeConversationsImporter
from basic_memory.markdown import EntityParser, MarkdownProcessor
from loguru import logger
from rich.console import Console
from rich.panel import Panel
from rich.progress import Progress, SpinnerColumn, TextColumn, BarColumn
from basic_memory.cli.app import claude_app
from basic_memory.config import config
from basic_memory.markdown import EntityParser, MarkdownProcessor
from basic_memory.markdown.schemas import EntityMarkdown, EntityFrontmatter
console = Console()
def clean_filename(text: str) -> str:
"""Convert text to safe filename."""
# Remove invalid characters and convert spaces
clean = "".join(c if c.isalnum() else "-" for c in text.lower()).strip("-")
return clean
def format_timestamp(ts: str) -> str:
"""Format ISO timestamp for display."""
dt = datetime.fromisoformat(ts.replace("Z", "+00:00"))
return dt.strftime("%Y-%m-%d %H:%M:%S")
def format_chat_markdown(
name: str, messages: List[Dict[str, Any]], created_at: str, modified_at: str, permalink: str
) -> str:
"""Format chat as clean markdown."""
# Start with frontmatter and title
lines = [
f"# {name}\n",
]
# Add messages
for msg in messages:
# Format timestamp
ts = format_timestamp(msg["created_at"])
# Add message header
lines.append(f"### {msg['sender'].title()} ({ts})")
# Handle message content
content = msg.get("text", "")
if msg.get("content"):
content = " ".join(c.get("text", "") for c in msg["content"])
lines.append(content)
# Handle attachments
attachments = msg.get("attachments", [])
for attachment in attachments:
if "file_name" in attachment:
lines.append(f"\n**Attachment: {attachment['file_name']}**")
if "extracted_content" in attachment:
lines.append("```")
lines.append(attachment["extracted_content"])
lines.append("```")
# Add spacing between messages
lines.append("")
return "\n".join(lines)
def format_chat_content(
base_path: Path, name: str, messages: List[Dict[str, Any]], created_at: str, modified_at: str
) -> EntityMarkdown:
"""Convert chat messages to Basic Memory entity format."""
# Generate permalink
date_prefix = datetime.fromisoformat(created_at.replace("Z", "+00:00")).strftime("%Y%m%d")
clean_title = clean_filename(name)
permalink = f"{base_path}/{date_prefix}-{clean_title}"
# Format content
content = format_chat_markdown(
name=name,
messages=messages,
created_at=created_at,
modified_at=modified_at,
permalink=permalink,
)
# Create entity
entity = EntityMarkdown(
frontmatter=EntityFrontmatter(
metadata={
"type": "conversation",
"title": name,
"created": created_at,
"modified": modified_at,
"permalink": permalink,
}
),
content=content,
)
return entity
async def process_conversations_json(
json_path: Path, base_path: Path, markdown_processor: MarkdownProcessor
) -> Dict[str, int]:
"""Import chat data from conversations2.json format."""
with Progress(
SpinnerColumn(),
TextColumn("[progress.description]{task.description}"),
BarColumn(),
TextColumn("[progress.percentage]{task.percentage:>3.0f}%"),
console=console,
) as progress:
read_task = progress.add_task("Reading chat data...", total=None)
# Read chat data - handle array of arrays format
data = json.loads(json_path.read_text())
conversations = [chat for chat in data]
progress.update(read_task, total=len(conversations))
# Process each conversation
messages_imported = 0
chats_imported = 0
for chat in conversations:
# Convert to entity
entity = format_chat_content(
base_path=base_path,
name=chat["name"],
messages=chat["chat_messages"],
created_at=chat["created_at"],
modified_at=chat["updated_at"],
)
# Write file
file_path = Path(f"{entity.frontmatter.metadata['permalink']}.md")
await markdown_processor.write_file(file_path, entity)
chats_imported += 1
messages_imported += len(chat["chat_messages"])
progress.update(read_task, advance=1)
return {"conversations": chats_imported, "messages": messages_imported}
async def get_markdown_processor() -> MarkdownProcessor:
"""Get MarkdownProcessor instance."""
entity_parser = EntityParser(config.home)
@@ -50,28 +186,19 @@ def import_claude(
# Get markdown processor
markdown_processor = asyncio.run(get_markdown_processor())
# Create the importer
importer = ClaudeConversationsImporter(config.home, markdown_processor)
# Process the file
base_path = config.home / folder
console.print(f"\nImporting chats from {conversations_json}...writing to {base_path}")
# Run the import
with conversations_json.open("r", encoding="utf-8") as file:
json_data = json.load(file)
result = asyncio.run(importer.import_data(json_data, folder))
if not result.success: # pragma: no cover
typer.echo(f"Error during import: {result.error_message}", err=True)
raise typer.Exit(1)
results = asyncio.run(
process_conversations_json(conversations_json, base_path, markdown_processor)
)
# Show results
console.print(
Panel(
f"[green]Import complete![/green]\n\n"
f"Imported {result.conversations} conversations\n"
f"Containing {result.messages} messages",
f"Imported {results['conversations']} conversations\n"
f"Containing {results['messages']} messages",
expand=False,
)
)
@@ -3,20 +3,139 @@
import asyncio
import json
from pathlib import Path
from typing import Annotated
from typing import Dict, Any, Annotated, Optional
import typer
from basic_memory.cli.app import claude_app
from basic_memory.config import config
from basic_memory.importers.claude_projects_importer import ClaudeProjectsImporter
from basic_memory.markdown import EntityParser, MarkdownProcessor
from loguru import logger
from rich.console import Console
from rich.panel import Panel
from rich.progress import Progress, SpinnerColumn, TextColumn, BarColumn
from basic_memory.cli.app import claude_app
from basic_memory.config import config
from basic_memory.markdown import EntityParser, MarkdownProcessor
from basic_memory.markdown.schemas import EntityMarkdown, EntityFrontmatter
console = Console()
def clean_filename(text: str) -> str:
"""Convert text to safe filename."""
clean = "".join(c if c.isalnum() else "-" for c in text.lower()).strip("-")
return clean
def format_project_markdown(project: Dict[str, Any], doc: Dict[str, Any]) -> EntityMarkdown:
"""Format a project document as a Basic Memory entity."""
# Extract timestamps
created_at = doc.get("created_at") or project["created_at"]
modified_at = project["updated_at"]
# Generate clean names for organization
project_dir = clean_filename(project["name"])
doc_file = clean_filename(doc["filename"])
# Create entity
entity = EntityMarkdown(
frontmatter=EntityFrontmatter(
metadata={
"type": "project_doc",
"title": doc["filename"],
"created": created_at,
"modified": modified_at,
"permalink": f"{project_dir}/docs/{doc_file}",
"project_name": project["name"],
"project_uuid": project["uuid"],
"doc_uuid": doc["uuid"],
}
),
content=doc["content"],
)
return entity
def format_prompt_markdown(project: Dict[str, Any]) -> Optional[EntityMarkdown]:
"""Format project prompt template as a Basic Memory entity."""
if not project.get("prompt_template"):
return None
# Extract timestamps
created_at = project["created_at"]
modified_at = project["updated_at"]
# Generate clean project directory name
project_dir = clean_filename(project["name"])
# Create entity
entity = EntityMarkdown(
frontmatter=EntityFrontmatter(
metadata={
"type": "prompt_template",
"title": f"Prompt Template: {project['name']}",
"created": created_at,
"modified": modified_at,
"permalink": f"{project_dir}/prompt-template",
"project_name": project["name"],
"project_uuid": project["uuid"],
}
),
content=f"# Prompt Template: {project['name']}\n\n{project['prompt_template']}",
)
return entity
async def process_projects_json(
json_path: Path, base_path: Path, markdown_processor: MarkdownProcessor
) -> Dict[str, int]:
"""Import project data from Claude.ai projects.json format."""
with Progress(
SpinnerColumn(),
TextColumn("[progress.description]{task.description}"),
BarColumn(),
TextColumn("[progress.percentage]{task.percentage:>3.0f}%"),
console=console,
) as progress:
read_task = progress.add_task("Reading project data...", total=None)
# Read project data
data = json.loads(json_path.read_text())
progress.update(read_task, total=len(data))
# Track import counts
docs_imported = 0
prompts_imported = 0
# Process each project
for project in data:
project_dir = clean_filename(project["name"])
# Create project directories
docs_dir = base_path / project_dir / "docs"
docs_dir.mkdir(parents=True, exist_ok=True)
# Import prompt template if it exists
if prompt_entity := format_prompt_markdown(project):
file_path = base_path / f"{prompt_entity.frontmatter.metadata['permalink']}.md"
await markdown_processor.write_file(file_path, prompt_entity)
prompts_imported += 1
# Import project documents
for doc in project.get("docs", []):
entity = format_project_markdown(project, doc)
file_path = base_path / f"{entity.frontmatter.metadata['permalink']}.md"
await markdown_processor.write_file(file_path, entity)
docs_imported += 1
progress.update(read_task, advance=1)
return {"documents": docs_imported, "prompts": prompts_imported}
async def get_markdown_processor() -> MarkdownProcessor:
"""Get MarkdownProcessor instance."""
entity_parser = EntityParser(config.home)
@@ -42,38 +161,30 @@ def import_projects(
After importing, run 'basic-memory sync' to index the new files.
"""
try:
if not projects_json.exists():
typer.echo(f"Error: File not found: {projects_json}", err=True)
raise typer.Exit(1)
if projects_json:
if not projects_json.exists():
typer.echo(f"Error: File not found: {projects_json}", err=True)
raise typer.Exit(1)
# Get markdown processor
markdown_processor = asyncio.run(get_markdown_processor())
# Get markdown processor
markdown_processor = asyncio.run(get_markdown_processor())
# Create the importer
importer = ClaudeProjectsImporter(config.home, markdown_processor)
# Process the file
base_path = config.home / base_folder if base_folder else config.home
console.print(f"\nImporting projects from {projects_json}...writing to {base_path}")
# Run the import
with projects_json.open("r", encoding="utf-8") as file:
json_data = json.load(file)
result = asyncio.run(importer.import_data(json_data, base_folder))
if not result.success: # pragma: no cover
typer.echo(f"Error during import: {result.error_message}", err=True)
raise typer.Exit(1)
# Show results
console.print(
Panel(
f"[green]Import complete![/green]\n\n"
f"Imported {result.documents} project documents\n"
f"Imported {result.prompts} prompt templates",
expand=False,
# Process the file
base_path = config.home / base_folder if base_folder else config.home
console.print(f"\nImporting projects from {projects_json}...writing to {base_path}")
results = asyncio.run(
process_projects_json(projects_json, base_path, markdown_processor)
)
# Show results
console.print(
Panel(
f"[green]Import complete![/green]\n\n"
f"Imported {results['documents']} project documents\n"
f"Imported {results['prompts']} prompt templates",
expand=False,
)
)
)
console.print("\nRun 'basic-memory sync' to index the new files.")
@@ -3,20 +3,94 @@
import asyncio
import json
from pathlib import Path
from typing import Annotated
from typing import Dict, Any, List, Annotated
import typer
from basic_memory.cli.app import import_app
from basic_memory.config import config
from basic_memory.importers.memory_json_importer import MemoryJsonImporter
from basic_memory.markdown import EntityParser, MarkdownProcessor
from loguru import logger
from rich.console import Console
from rich.panel import Panel
from rich.progress import Progress, SpinnerColumn, TextColumn, BarColumn
from basic_memory.cli.app import import_app
from basic_memory.config import config
from basic_memory.markdown import EntityParser, MarkdownProcessor
from basic_memory.markdown.schemas import EntityMarkdown, EntityFrontmatter, Observation, Relation
console = Console()
async def process_memory_json(
json_path: Path, base_path: Path, markdown_processor: MarkdownProcessor
):
"""Import entities from memory.json using markdown processor."""
# First pass - collect all relations by source entity
entity_relations: Dict[str, List[Relation]] = {}
entities: Dict[str, Dict[str, Any]] = {}
with Progress(
SpinnerColumn(),
TextColumn("[progress.description]{task.description}"),
BarColumn(),
TextColumn("[progress.percentage]{task.percentage:>3.0f}%"),
console=console,
) as progress:
read_task = progress.add_task("Reading memory.json...", total=None)
# First pass - collect entities and relations
with open(json_path) as f:
lines = f.readlines()
progress.update(read_task, total=len(lines))
for line in lines:
data = json.loads(line)
if data["type"] == "entity":
entities[data["name"]] = data
elif data["type"] == "relation":
# Store relation with its source entity
source = data.get("from") or data.get("from_id")
if source not in entity_relations:
entity_relations[source] = []
entity_relations[source].append(
Relation(
type=data.get("relationType") or data.get("relation_type"),
target=data.get("to") or data.get("to_id"),
)
)
progress.update(read_task, advance=1)
# Second pass - create and write entities
write_task = progress.add_task("Creating entities...", total=len(entities))
entities_created = 0
for name, entity_data in entities.items():
entity = EntityMarkdown(
frontmatter=EntityFrontmatter(
metadata={
"type": entity_data["entityType"],
"title": name,
"permalink": f"{entity_data['entityType']}/{name}",
}
),
content=f"# {name}\n",
observations=[Observation(content=obs) for obs in entity_data["observations"]],
relations=entity_relations.get(
name, []
), # Add any relations where this entity is the source
)
# Let markdown processor handle writing
file_path = base_path / f"{entity_data['entityType']}/{name}.md"
await markdown_processor.write_file(file_path, entity)
entities_created += 1
progress.update(write_task, advance=1)
return {
"entities": entities_created,
"relations": sum(len(rels) for rels in entity_relations.values()),
}
async def get_markdown_processor() -> MarkdownProcessor:
"""Get MarkdownProcessor instance."""
entity_parser = EntityParser(config.home)
@@ -28,9 +102,6 @@ def memory_json(
json_path: Annotated[Path, typer.Argument(..., help="Path to memory.json file")] = Path(
"memory.json"
),
destination_folder: Annotated[
str, typer.Option(help="Optional destination folder within the project")
] = "",
):
"""Import entities and relations from a memory.json file.
@@ -50,31 +121,17 @@ def memory_json(
# Get markdown processor
markdown_processor = asyncio.run(get_markdown_processor())
# Create the importer
importer = MemoryJsonImporter(config.home, markdown_processor)
# Process the file
base_path = config.home if not destination_folder else config.home / destination_folder
base_path = config.home
console.print(f"\nImporting from {json_path}...writing to {base_path}")
# Run the import for json log format
file_data = []
with json_path.open("r", encoding="utf-8") as file:
for line in file:
json_data = json.loads(line)
file_data.append(json_data)
result = asyncio.run(importer.import_data(file_data, destination_folder))
if not result.success: # pragma: no cover
typer.echo(f"Error during import: {result.error_message}", err=True)
raise typer.Exit(1)
results = asyncio.run(process_memory_json(json_path, base_path, markdown_processor))
# Show results
console.print(
Panel(
f"[green]Import complete![/green]\n\n"
f"Created {result.entities} entities\n"
f"Added {result.relations} relations",
f"Created {results['entities']} entities\n"
f"Added {results['relations']} relations",
expand=False,
)
)
+12 -74
View File
@@ -1,9 +1,10 @@
"""MCP server command with streamable HTTP transport."""
"""MCP server command."""
import asyncio
import typer
from loguru import logger
import basic_memory
from basic_memory.cli.app import app
from basic_memory.config import config
# Import mcp instance
from basic_memory.mcp.server import mcp as mcp_server # pragma: no cover
@@ -11,78 +12,15 @@ from basic_memory.mcp.server import mcp as mcp_server # pragma: no cover
# Import mcp tools to register them
import basic_memory.mcp.tools # noqa: F401 # pragma: no cover
# Import prompts to register them
import basic_memory.mcp.prompts # noqa: F401 # pragma: no cover
from loguru import logger
@app.command()
def mcp(
transport: str = typer.Option("stdio", help="Transport type: stdio, streamable-http, or sse"),
host: str = typer.Option(
"0.0.0.0", help="Host for HTTP transports (use 0.0.0.0 to allow external connections)"
),
port: int = typer.Option(8000, help="Port for HTTP transports"),
path: str = typer.Option("/mcp", help="Path prefix for streamable-http transport"),
): # pragma: no cover
"""Run the MCP server with configurable transport options.
def mcp(): # pragma: no cover
"""Run the MCP server for Claude Desktop integration."""
home_dir = config.home
project_name = config.project
This command starts an MCP server using one of three transport options:
logger.info(f"Starting Basic Memory MCP server {basic_memory.__version__}")
logger.info(f"Project: {project_name}")
logger.info(f"Project directory: {home_dir}")
- stdio: Standard I/O (good for local usage)
- streamable-http: Recommended for web deployments (default)
- sse: Server-Sent Events (for compatibility with existing clients)
"""
# Check if OAuth is enabled
import os
auth_enabled = os.getenv("FASTMCP_AUTH_ENABLED", "false").lower() == "true"
if auth_enabled:
logger.info("OAuth authentication is ENABLED")
logger.info(f"Issuer URL: {os.getenv('FASTMCP_AUTH_ISSUER_URL', 'http://localhost:8000')}")
if os.getenv("FASTMCP_AUTH_REQUIRED_SCOPES"):
logger.info(f"Required scopes: {os.getenv('FASTMCP_AUTH_REQUIRED_SCOPES')}")
else:
logger.info("OAuth authentication is DISABLED")
from basic_memory.config import app_config
from basic_memory.services.initialization import initialize_file_sync
# Start the MCP server with the specified transport
# Use unified thread-based sync approach for both transports
import threading
def run_file_sync():
"""Run file sync in a separate thread with its own event loop."""
loop = asyncio.new_event_loop()
asyncio.set_event_loop(loop)
try:
loop.run_until_complete(initialize_file_sync(app_config))
except Exception as e:
logger.error(f"File sync error: {e}", err=True)
finally:
loop.close()
logger.info(f"Sync changes enabled: {app_config.sync_changes}")
if app_config.sync_changes:
# Start the sync thread
sync_thread = threading.Thread(target=run_file_sync, daemon=True)
sync_thread.start()
logger.info("Started file sync in background")
# Now run the MCP server (blocks)
logger.info(f"Starting MCP server with {transport.upper()} transport")
if transport == "stdio":
mcp_server.run(
transport=transport,
)
elif transport == "streamable-http" or transport == "sse":
mcp_server.run(
transport=transport,
host=host,
port=port,
path=path,
)
mcp_server.run()
+55 -238
View File
@@ -1,6 +1,5 @@
"""Command module for basic-memory project management."""
import asyncio
import os
from pathlib import Path
@@ -9,21 +8,7 @@ from rich.console import Console
from rich.table import Table
from basic_memory.cli.app import app
from basic_memory.mcp.project_session import session
from basic_memory.mcp.resources.project_info import project_info
import json
from datetime import datetime
from rich.panel import Panel
from rich.tree import Tree
from basic_memory.mcp.async_client import client
from basic_memory.mcp.tools.utils import call_get
from basic_memory.schemas.project_info import ProjectList
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
from basic_memory.config import ConfigManager, config
console = Console()
@@ -36,267 +21,99 @@ def format_path(path: str) -> str:
"""Format a path for display, using ~ for home directory."""
home = str(Path.home())
if path.startswith(home):
return path.replace(home, "~", 1) # pragma: no cover
return path.replace(home, "~", 1)
return path
@project_app.command("list")
def list_projects() -> None:
"""List all configured projects."""
# Use API to list projects
try:
response = asyncio.run(call_get(client, "/projects/projects"))
result = ProjectList.model_validate(response.json())
config_manager = ConfigManager()
projects = config_manager.projects
table = Table(title="Basic Memory Projects")
table.add_column("Name", style="cyan")
table.add_column("Path", style="green")
table.add_column("Default", style="yellow")
table.add_column("Active", style="magenta")
table = Table(title="Basic Memory Projects")
table.add_column("Name", style="cyan")
table.add_column("Path", style="green")
table.add_column("Default", style="yellow")
table.add_column("Active", style="magenta")
for project in result.projects:
is_default = "" if project.is_default else ""
is_active = "" if session.get_current_project() == project.name else ""
table.add_row(project.name, format_path(project.path), is_default, is_active)
default_project = config_manager.default_project
active_project = config.project
console.print(table)
except Exception as e:
console.print(f"[red]Error listing projects: {str(e)}[/red]")
raise typer.Exit(1)
for name, path in projects.items():
is_default = "" if name == default_project else ""
is_active = "" if name == active_project else ""
table.add_row(name, format_path(path), is_default, is_active)
console.print(table)
@project_app.command("add")
def add_project(
name: str = typer.Argument(..., help="Name of the project"),
path: str = typer.Argument(..., help="Path to the project directory"),
set_default: bool = typer.Option(False, "--default", help="Set as default project"),
) -> None:
"""Add a new project."""
# Resolve to absolute path
resolved_path = os.path.abspath(os.path.expanduser(path))
config_manager = ConfigManager()
try:
data = {"name": name, "path": resolved_path, "set_default": set_default}
# Resolve to absolute path
resolved_path = os.path.abspath(os.path.expanduser(path))
config_manager.add_project(name, resolved_path)
console.print(f"[green]Project '{name}' added at {format_path(resolved_path)}[/green]")
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]")
# Display usage hint
console.print("\nTo use this project:")
console.print(f" basic-memory --project={name} <command>")
console.print(" # or")
console.print(f" basic-memory project default {name}")
except ValueError as e:
console.print(f"[red]Error: {e}[/red]")
raise typer.Exit(1)
# Display usage hint
console.print("\nTo use this project:")
console.print(f" basic-memory --project={name} <command>")
console.print(" # or")
console.print(f" basic-memory project default {name}")
@project_app.command("remove")
def remove_project(
name: str = typer.Argument(..., help="Name of the project to remove"),
) -> None:
"""Remove a project from configuration."""
config_manager = ConfigManager()
try:
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]")
config_manager.remove_project(name)
console.print(f"[green]Project '{name}' removed from configuration[/green]")
console.print("[yellow]Note: The project files have not been deleted from disk.[/yellow]")
except ValueError as e: # pragma: no cover
console.print(f"[red]Error: {e}[/red]")
raise typer.Exit(1)
# Show this message regardless of method used
console.print("[yellow]Note: The project files have not been deleted from disk.[/yellow]")
@project_app.command("default")
def set_default_project(
name: str = typer.Argument(..., help="Name of the project to set as default"),
) -> None:
"""Set the default project and activate it for the current session."""
try:
project_name = generate_permalink(name)
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]")
raise typer.Exit(1)
# Reload configuration to apply the change
from importlib import reload
from basic_memory import config as config_module
reload(config_module)
console.print("[green]Project activated for current session[/green]")
@project_app.command("sync-config")
def synchronize_projects() -> None:
"""Synchronize project config between configuration file and database."""
# Call the API to synchronize projects
"""Set the default project."""
config_manager = ConfigManager()
try:
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]")
config_manager.set_default_project(name)
console.print(f"[green]Project '{name}' set as default[/green]")
except ValueError as e: # pragma: no cover
console.print(f"[red]Error: {e}[/red]")
raise typer.Exit(1)
@project_app.command("info")
def display_project_info(
json_output: bool = typer.Option(False, "--json", help="Output in JSON format"),
):
"""Display detailed information and statistics about the current project."""
@project_app.command("current")
def show_current_project() -> None:
"""Show the current project."""
config_manager = ConfigManager()
current = os.environ.get("BASIC_MEMORY_PROJECT", config_manager.default_project)
try:
# Get project info
info = asyncio.run(project_info.fn()) # type: ignore # pyright: ignore [reportAttributeAccessIssue]
if json_output:
# Convert to JSON and print
print(json.dumps(info.model_dump(), indent=2, default=str))
else:
# Create rich display
console = Console()
# Project configuration section
console.print(
Panel(
f"[bold]Project:[/bold] {info.project_name}\n"
f"[bold]Path:[/bold] {info.project_path}\n"
f"[bold]Default Project:[/bold] {info.default_project}\n",
title="📊 Basic Memory Project Info",
expand=False,
)
)
# Statistics section
stats_table = Table(title="📈 Statistics")
stats_table.add_column("Metric", style="cyan")
stats_table.add_column("Count", style="green")
stats_table.add_row("Entities", str(info.statistics.total_entities))
stats_table.add_row("Observations", str(info.statistics.total_observations))
stats_table.add_row("Relations", str(info.statistics.total_relations))
stats_table.add_row(
"Unresolved Relations", str(info.statistics.total_unresolved_relations)
)
stats_table.add_row("Isolated Entities", str(info.statistics.isolated_entities))
console.print(stats_table)
# Entity types
if info.statistics.entity_types:
entity_types_table = Table(title="📑 Entity Types")
entity_types_table.add_column("Type", style="blue")
entity_types_table.add_column("Count", style="green")
for entity_type, count in info.statistics.entity_types.items():
entity_types_table.add_row(entity_type, str(count))
console.print(entity_types_table)
# Most connected entities
if info.statistics.most_connected_entities: # pragma: no cover
connected_table = Table(title="🔗 Most Connected Entities")
connected_table.add_column("Title", style="blue")
connected_table.add_column("Permalink", style="cyan")
connected_table.add_column("Relations", style="green")
for entity in info.statistics.most_connected_entities:
connected_table.add_row(
entity["title"], entity["permalink"], str(entity["relation_count"])
)
console.print(connected_table)
# Recent activity
if info.activity.recently_updated: # pragma: no cover
recent_table = Table(title="🕒 Recent Activity")
recent_table.add_column("Title", style="blue")
recent_table.add_column("Type", style="cyan")
recent_table.add_column("Last Updated", style="green")
for entity in info.activity.recently_updated[:5]: # Show top 5
updated_at = (
datetime.fromisoformat(entity["updated_at"])
if isinstance(entity["updated_at"], str)
else entity["updated_at"]
)
recent_table.add_row(
entity["title"],
entity["entity_type"],
updated_at.strftime("%Y-%m-%d %H:%M"),
)
console.print(recent_table)
# System status
system_tree = Tree("🖥️ System Status")
system_tree.add(f"Basic Memory version: [bold green]{info.system.version}[/bold green]")
system_tree.add(
f"Database: [cyan]{info.system.database_path}[/cyan] ([green]{info.system.database_size}[/green])"
)
# Watch status
if info.system.watch_status: # pragma: no cover
watch_branch = system_tree.add("Watch Service")
running = info.system.watch_status.get("running", False)
status_color = "green" if running else "red"
watch_branch.add(
f"Status: [bold {status_color}]{'Running' if running else 'Stopped'}[/bold {status_color}]"
)
if running:
start_time = (
datetime.fromisoformat(info.system.watch_status.get("start_time", ""))
if isinstance(info.system.watch_status.get("start_time"), str)
else info.system.watch_status.get("start_time")
)
watch_branch.add(
f"Running since: [cyan]{start_time.strftime('%Y-%m-%d %H:%M')}[/cyan]"
)
watch_branch.add(
f"Files synced: [green]{info.system.watch_status.get('synced_files', 0)}[/green]"
)
watch_branch.add(
f"Errors: [{'red' if info.system.watch_status.get('error_count', 0) > 0 else 'green'}]{info.system.watch_status.get('error_count', 0)}[/{'red' if info.system.watch_status.get('error_count', 0) > 0 else 'green'}]"
)
else:
system_tree.add("[yellow]Watch service not running[/yellow]")
console.print(system_tree)
# Available projects
projects_table = Table(title="📁 Available Projects")
projects_table.add_column("Name", style="blue")
projects_table.add_column("Path", style="cyan")
projects_table.add_column("Default", style="green")
for name, proj_info in info.available_projects.items():
is_default = name == info.default_project
project_path = proj_info["path"]
projects_table.add_row(name, project_path, "" if is_default else "")
console.print(projects_table)
# Timestamp
current_time = (
datetime.fromisoformat(str(info.system.timestamp))
if isinstance(info.system.timestamp, str)
else info.system.timestamp
)
console.print(f"\nTimestamp: [cyan]{current_time.strftime('%Y-%m-%d %H:%M:%S')}[/cyan]")
except Exception as e: # pragma: no cover
typer.echo(f"Error getting project info: {e}", err=True)
raise typer.Exit(1)
path = config_manager.get_project_path(current)
console.print(f"Current project: [cyan]{current}[/cyan]")
console.print(f"Path: [green]{format_path(str(path))}[/green]")
console.print(f"Database: [blue]{format_path(str(config.database_path))}[/blue]")
except ValueError: # pragma: no cover
console.print(f"[yellow]Warning: Project '{current}' not found in configuration[/yellow]")
console.print(f"Using default project: [cyan]{config_manager.default_project}[/cyan]")
@@ -0,0 +1,167 @@
"""CLI command for project info status."""
import asyncio
import json
from datetime import datetime
import typer
from rich.console import Console
from rich.table import Table
from rich.panel import Panel
from rich.tree import Tree
from basic_memory.cli.app import app
from basic_memory.mcp.tools.project_info import project_info
info_app = typer.Typer()
app.add_typer(info_app, name="info", help="Get information about your Basic Memory project")
@info_app.command("stats")
def display_project_info(
json_output: bool = typer.Option(False, "--json", help="Output in JSON format"),
):
"""Display detailed information and statistics about the current project."""
try:
# Get project info
info = asyncio.run(project_info())
if json_output:
# Convert to JSON and print
print(json.dumps(info.model_dump(), indent=2, default=str))
else:
# Create rich display
console = Console()
# Project configuration section
console.print(
Panel(
f"[bold]Project:[/bold] {info.project_name}\n"
f"[bold]Path:[/bold] {info.project_path}\n"
f"[bold]Default Project:[/bold] {info.default_project}\n",
title="📊 Basic Memory Project Info",
expand=False,
)
)
# Statistics section
stats_table = Table(title="📈 Statistics")
stats_table.add_column("Metric", style="cyan")
stats_table.add_column("Count", style="green")
stats_table.add_row("Entities", str(info.statistics.total_entities))
stats_table.add_row("Observations", str(info.statistics.total_observations))
stats_table.add_row("Relations", str(info.statistics.total_relations))
stats_table.add_row(
"Unresolved Relations", str(info.statistics.total_unresolved_relations)
)
stats_table.add_row("Isolated Entities", str(info.statistics.isolated_entities))
console.print(stats_table)
# Entity types
if info.statistics.entity_types:
entity_types_table = Table(title="📑 Entity Types")
entity_types_table.add_column("Type", style="blue")
entity_types_table.add_column("Count", style="green")
for entity_type, count in info.statistics.entity_types.items():
entity_types_table.add_row(entity_type, str(count))
console.print(entity_types_table)
# Most connected entities
if info.statistics.most_connected_entities:
connected_table = Table(title="🔗 Most Connected Entities")
connected_table.add_column("Title", style="blue")
connected_table.add_column("Permalink", style="cyan")
connected_table.add_column("Relations", style="green")
for entity in info.statistics.most_connected_entities:
connected_table.add_row(
entity["title"], entity["permalink"], str(entity["relation_count"])
)
console.print(connected_table)
# Recent activity
if info.activity.recently_updated:
recent_table = Table(title="🕒 Recent Activity")
recent_table.add_column("Title", style="blue")
recent_table.add_column("Type", style="cyan")
recent_table.add_column("Last Updated", style="green")
for entity in info.activity.recently_updated[:5]: # Show top 5
updated_at = (
datetime.fromisoformat(entity["updated_at"])
if isinstance(entity["updated_at"], str)
else entity["updated_at"]
)
recent_table.add_row(
entity["title"],
entity["entity_type"],
updated_at.strftime("%Y-%m-%d %H:%M"),
)
console.print(recent_table)
# System status
system_tree = Tree("🖥️ System Status")
system_tree.add(f"Basic Memory version: [bold green]{info.system.version}[/bold green]")
system_tree.add(
f"Database: [cyan]{info.system.database_path}[/cyan] ([green]{info.system.database_size}[/green])"
)
# Watch status
if info.system.watch_status: # pragma: no cover
watch_branch = system_tree.add("Watch Service")
running = info.system.watch_status.get("running", False)
status_color = "green" if running else "red"
watch_branch.add(
f"Status: [bold {status_color}]{'Running' if running else 'Stopped'}[/bold {status_color}]"
)
if running:
start_time = (
datetime.fromisoformat(info.system.watch_status.get("start_time", ""))
if isinstance(info.system.watch_status.get("start_time"), str)
else info.system.watch_status.get("start_time")
)
watch_branch.add(
f"Running since: [cyan]{start_time.strftime('%Y-%m-%d %H:%M')}[/cyan]"
)
watch_branch.add(
f"Files synced: [green]{info.system.watch_status.get('synced_files', 0)}[/green]"
)
watch_branch.add(
f"Errors: [{'red' if info.system.watch_status.get('error_count', 0) > 0 else 'green'}]{info.system.watch_status.get('error_count', 0)}[/{'red' if info.system.watch_status.get('error_count', 0) > 0 else 'green'}]"
)
else:
system_tree.add("[yellow]Watch service not running[/yellow]")
console.print(system_tree)
# Available projects
projects_table = Table(title="📁 Available Projects")
projects_table.add_column("Name", style="blue")
projects_table.add_column("Path", style="cyan")
projects_table.add_column("Default", style="green")
for name, path in info.available_projects.items():
is_default = name == info.default_project
projects_table.add_row(name, path, "" if is_default else "")
console.print(projects_table)
# Timestamp
current_time = (
datetime.fromisoformat(str(info.system.timestamp))
if isinstance(info.system.timestamp, str)
else info.system.timestamp
)
console.print(f"\nTimestamp: [cyan]{current_time.strftime('%Y-%m-%d %H:%M:%S')}[/cyan]")
except Exception as e: # pragma: no cover
typer.echo(f"Error getting project info: {e}", err=True)
raise typer.Exit(1)
+9 -19
View File
@@ -9,11 +9,10 @@ from rich.console import Console
from rich.panel import Panel
from rich.tree import Tree
from basic_memory import db
from basic_memory.cli.app import app
from basic_memory.cli.commands.sync import get_sync_service
from basic_memory.config import config, app_config
from basic_memory.repository import ProjectRepository
from basic_memory.config import config
from basic_memory.sync import SyncService
from basic_memory.sync.sync_service import SyncReport
# Create rich console
@@ -87,9 +86,9 @@ def build_directory_summary(counts: Dict[str, int]) -> str:
return " ".join(parts)
def display_changes(project_name: str, title: str, changes: SyncReport, verbose: bool = False):
def display_changes(title: str, changes: SyncReport, verbose: bool = False):
"""Display changes using Rich for better visualization."""
tree = Tree(f"{project_name}: {title}")
tree = Tree(title)
if changes.total == 0:
tree.add("No changes")
@@ -122,21 +121,11 @@ def display_changes(project_name: str, title: str, changes: SyncReport, verbose:
console.print(Panel(tree, expand=False))
async def run_status(verbose: bool = False): # pragma: no cover
async def run_status(sync_service: SyncService, verbose: bool = False):
"""Check sync status of files vs database."""
# Check knowledge/ directory
_, session_maker = await db.get_or_create_db(
db_path=app_config.database_path, db_type=db.DatabaseType.FILESYSTEM
)
project_repository = ProjectRepository(session_maker)
project = await project_repository.get_by_name(config.project)
if not project: # pragma: no cover
raise Exception(f"Project '{config.project}' not found")
sync_service = await get_sync_service(project)
knowledge_changes = await sync_service.scan(config.home)
display_changes(project.name, "Status", knowledge_changes, verbose)
display_changes("Status", knowledge_changes, verbose)
@app.command()
@@ -145,8 +134,9 @@ def status(
):
"""Show sync status between files and database."""
try:
asyncio.run(run_status(verbose)) # pragma: no cover
sync_service = asyncio.run(get_sync_service())
asyncio.run(run_status(sync_service, verbose)) # pragma: no cover
except Exception as e:
logger.error(f"Error checking status: {e}")
logger.exception(f"Error checking status: {e}")
typer.echo(f"Error checking status: {e}", err=True)
raise typer.Exit(code=1) # pragma: no cover
+61 -48
View File
@@ -16,12 +16,10 @@ from basic_memory.cli.app import app
from basic_memory.config import config
from basic_memory.markdown import EntityParser
from basic_memory.markdown.markdown_processor import MarkdownProcessor
from basic_memory.models import Project
from basic_memory.repository import (
EntityRepository,
ObservationRepository,
RelationRepository,
ProjectRepository,
)
from basic_memory.repository.search_repository import SearchRepository
from basic_memory.services import EntityService, FileService
@@ -29,7 +27,7 @@ from basic_memory.services.link_resolver import LinkResolver
from basic_memory.services.search_service import SearchService
from basic_memory.sync import SyncService
from basic_memory.sync.sync_service import SyncReport
from basic_memory.config import app_config
from basic_memory.sync.watch_service import WatchService
console = Console()
@@ -40,22 +38,21 @@ class ValidationIssue:
error: str
async def get_sync_service(project: Project) -> SyncService: # pragma: no cover
async def get_sync_service(): # pragma: no cover
"""Get sync service instance with all dependencies."""
_, session_maker = await db.get_or_create_db(
db_path=app_config.database_path, db_type=db.DatabaseType.FILESYSTEM
db_path=config.database_path, db_type=db.DatabaseType.FILESYSTEM
)
project_path = Path(project.path)
entity_parser = EntityParser(project_path)
entity_parser = EntityParser(config.home)
markdown_processor = MarkdownProcessor(entity_parser)
file_service = FileService(project_path, markdown_processor)
file_service = FileService(config.home, markdown_processor)
# Initialize repositories
entity_repository = EntityRepository(session_maker, project_id=project.id)
observation_repository = ObservationRepository(session_maker, project_id=project.id)
relation_repository = RelationRepository(session_maker, project_id=project.id)
search_repository = SearchRepository(session_maker, project_id=project.id)
entity_repository = EntityRepository(session_maker)
observation_repository = ObservationRepository(session_maker)
relation_repository = RelationRepository(session_maker)
search_repository = SearchRepository(session_maker)
# Initialize services
search_service = SearchService(search_repository, entity_repository, file_service)
@@ -73,7 +70,6 @@ async def get_sync_service(project: Project) -> SyncService: # pragma: no cover
# Create sync service
sync_service = SyncService(
app_config=app_config,
entity_service=entity_service,
entity_parser=entity_parser,
entity_repository=entity_repository,
@@ -156,16 +152,8 @@ def display_detailed_sync_results(knowledge: SyncReport):
console.print(knowledge_tree)
async def run_sync(verbose: bool = False):
async def run_sync(verbose: bool = False, watch: bool = False, console_status: bool = False):
"""Run sync operation."""
_, session_maker = await db.get_or_create_db(
db_path=app_config.database_path, db_type=db.DatabaseType.FILESYSTEM
)
project_repository = ProjectRepository(session_maker)
project = await project_repository.get_by_name(config.project)
if not project: # pragma: no cover
raise Exception(f"Project '{config.project}' not found")
import time
start_time = time.time()
@@ -173,33 +161,50 @@ async def run_sync(verbose: bool = False):
logger.info(
"Sync command started",
project=config.project,
watch_mode=watch,
verbose=verbose,
directory=str(config.home),
)
sync_service = await get_sync_service(project)
sync_service = await get_sync_service()
logger.info("Running one-time sync")
knowledge_changes = await sync_service.sync(config.home, project_name=project.name)
# Start watching if requested
if watch:
logger.info("Starting watch service after initial sync")
watch_service = WatchService(
sync_service=sync_service,
file_service=sync_service.entity_service.file_service,
config=config,
)
# Log results
duration_ms = int((time.time() - start_time) * 1000)
logger.info(
"Sync command completed",
project=config.project,
total_changes=knowledge_changes.total,
new_files=len(knowledge_changes.new),
modified_files=len(knowledge_changes.modified),
deleted_files=len(knowledge_changes.deleted),
moved_files=len(knowledge_changes.moves),
duration_ms=duration_ms,
)
# full sync - no progress bars in watch mode
await sync_service.sync(config.home, show_progress=False)
# Display results
if verbose:
display_detailed_sync_results(knowledge_changes)
# watch changes
await watch_service.run() # pragma: no cover
else:
display_sync_summary(knowledge_changes) # pragma: no cover
# one time sync - use progress bars for better UX
logger.info("Running one-time sync")
knowledge_changes = await sync_service.sync(config.home, show_progress=True)
# Log results
duration_ms = int((time.time() - start_time) * 1000)
logger.info(
"Sync command completed",
project=config.project,
total_changes=knowledge_changes.total,
new_files=len(knowledge_changes.new),
modified_files=len(knowledge_changes.modified),
deleted_files=len(knowledge_changes.deleted),
moved_files=len(knowledge_changes.moves),
duration_ms=duration_ms,
)
# Display results
if verbose:
display_detailed_sync_results(knowledge_changes)
else:
display_sync_summary(knowledge_changes) # pragma: no cover
@app.command()
@@ -210,24 +215,32 @@ def sync(
"-v",
help="Show detailed sync information.",
),
watch: bool = typer.Option(
False,
"--watch",
"-w",
help="Start watching for changes after sync.",
),
) -> None:
"""Sync knowledge files with the database."""
try:
# Show which project we're syncing
typer.echo(f"Syncing project: {config.project}")
typer.echo(f"Project path: {config.home}")
if not watch: # Don't show in watch mode as it would break the UI
typer.echo(f"Syncing project: {config.project}")
typer.echo(f"Project path: {config.home}")
# Run sync
asyncio.run(run_sync(verbose=verbose))
asyncio.run(run_sync(verbose=verbose, watch=watch))
except Exception as e: # pragma: no cover
if not isinstance(e, typer.Exit):
logger.exception(
"Sync command failed",
f"project={config.project},"
f"error={str(e)},"
f"error_type={type(e).__name__},"
f"directory={str(config.home)}",
project=config.project,
error=str(e),
error_type=type(e).__name__,
watch_mode=watch,
directory=str(config.home),
)
typer.echo(f"Error during sync: {e}", err=True)
raise typer.Exit(1)
+23 -40
View File
@@ -2,32 +2,34 @@
import asyncio
import sys
from typing import Annotated, List, Optional
from typing import Optional, List, Annotated
import typer
from loguru import logger
from rich import print as rprint
from basic_memory.cli.app import app
from basic_memory.mcp.tools import build_context as mcp_build_context
from basic_memory.mcp.tools import read_note as mcp_read_note
from basic_memory.mcp.tools import recent_activity as mcp_recent_activity
from basic_memory.mcp.tools import search as mcp_search
from basic_memory.mcp.tools import write_note as mcp_write_note
# Import prompts
from basic_memory.mcp.prompts.continue_conversation import (
continue_conversation as mcp_continue_conversation,
)
from basic_memory.mcp.prompts.recent_activity import (
recent_activity_prompt as recent_activity_prompt,
)
from basic_memory.mcp.tools import build_context as mcp_build_context
from basic_memory.mcp.tools import read_note as mcp_read_note
from basic_memory.mcp.tools import recent_activity as mcp_recent_activity
from basic_memory.mcp.tools import search_notes as mcp_search
from basic_memory.mcp.tools import write_note as mcp_write_note
from basic_memory.schemas.base import TimeFrame
from basic_memory.schemas.memory import MemoryUrl
from basic_memory.schemas.search import SearchItemType
from basic_memory.schemas.search import SearchQuery, SearchItemType
tool_app = typer.Typer()
app.add_typer(tool_app, name="tool", help="Access to MCP tools via CLI")
app.add_typer(tool_app, name="tool", help="Direct access to MCP tools via CLI")
@tool_app.command()
@@ -90,7 +92,7 @@ def write_note(
typer.echo("Empty content provided. Please provide non-empty content.", err=True)
raise typer.Exit(1)
note = asyncio.run(mcp_write_note.fn(title, content, folder, tags))
note = asyncio.run(mcp_write_note(title, content, folder, tags))
rprint(note)
except Exception as e: # pragma: no cover
if not isinstance(e, typer.Exit):
@@ -101,9 +103,8 @@ def write_note(
@tool_app.command()
def read_note(identifier: str, page: int = 1, page_size: int = 10):
"""Read a markdown note from the knowledge base."""
try:
note = asyncio.run(mcp_read_note.fn(identifier, page, page_size))
note = asyncio.run(mcp_read_note(identifier, page, page_size))
rprint(note)
except Exception as e: # pragma: no cover
if not isinstance(e, typer.Exit):
@@ -121,10 +122,9 @@ def build_context(
page_size: int = 10,
max_related: int = 10,
):
"""Get context needed to continue a discussion."""
try:
context = asyncio.run(
mcp_build_context.fn(
mcp_build_context(
url=url,
depth=depth,
timeframe=timeframe,
@@ -154,10 +154,9 @@ def recent_activity(
page_size: int = 10,
max_related: int = 10,
):
"""Get recent activity across the knowledge base."""
try:
context = asyncio.run(
mcp_recent_activity.fn(
mcp_recent_activity(
type=type, # pyright: ignore [reportArgumentType]
depth=depth,
timeframe=timeframe,
@@ -178,8 +177,8 @@ def recent_activity(
raise
@tool_app.command("search-notes")
def search_notes(
@tool_app.command()
def search(
query: str,
permalink: Annotated[bool, typer.Option("--permalink", help="Search permalink values")] = False,
title: Annotated[bool, typer.Option("--title", help="Search title values")] = False,
@@ -190,34 +189,18 @@ def search_notes(
page: int = 1,
page_size: int = 10,
):
"""Search across all content in the knowledge base."""
if permalink and title: # pragma: no cover
print("Cannot search both permalink and title")
raise typer.Abort()
try:
if permalink and title: # pragma: no cover
typer.echo(
"Use either --permalink or --title, not both. Exiting.",
err=True,
)
raise typer.Exit(1)
# set search type
search_type = ("permalink" if permalink else None,)
search_type = ("permalink_match" if permalink and "*" in query else None,)
search_type = ("title" if title else None,)
search_type = "text" if search_type is None else search_type
results = asyncio.run(
mcp_search.fn(
query,
search_type=search_type,
page=page,
after_date=after_date,
page_size=page_size,
)
search_query = SearchQuery(
permalink_match=query if permalink else None,
text=query if not (permalink or title) else None,
title=query if title else None,
after_date=after_date,
)
results = asyncio.run(mcp_search(query=search_query, page=page, page_size=page_size))
# Use json module for more controlled serialization
import json
@@ -241,7 +224,7 @@ def continue_conversation(
"""Prompt to continue a previous conversation or work session."""
try:
# Prompt functions return formatted strings directly
session = asyncio.run(mcp_continue_conversation.fn(topic=topic, timeframe=timeframe)) # type: ignore
session = asyncio.run(mcp_continue_conversation(topic=topic, timeframe=timeframe))
rprint(session)
except Exception as e: # pragma: no cover
if not isinstance(e, typer.Exit):
+45 -9
View File
@@ -1,22 +1,58 @@
"""Main CLI entry point for basic-memory.""" # pragma: no cover
from basic_memory.cli.app import app # pragma: no cover
import typer
# Register commands
from basic_memory.cli.commands import ( # noqa: F401 # pragma: no cover
auth,
db,
import_chatgpt,
import_claude_conversations,
import_claude_projects,
import_memory_json,
mcp,
project,
status,
sync,
db,
import_memory_json,
mcp,
import_claude_conversations,
import_claude_projects,
import_chatgpt,
tool,
project,
)
# Version command
@app.callback(invoke_without_command=True)
def main(
ctx: typer.Context,
project: str = typer.Option( # noqa
"main",
"--project",
"-p",
help="Specify which project to use",
envvar="BASIC_MEMORY_PROJECT",
),
version: bool = typer.Option(
False,
"--version",
"-V",
help="Show version information and exit.",
is_eager=True,
),
):
"""Basic Memory - Local-first personal knowledge management system."""
if version: # pragma: no cover
from basic_memory import __version__
from basic_memory.config import config
typer.echo(f"Basic Memory v{__version__}")
typer.echo(f"Current project: {config.project}")
typer.echo(f"Project path: {config.home}")
raise typer.Exit()
# Handle project selection via environment variable
if project:
import os
os.environ["BASIC_MEMORY_PROJECT"] = project
if __name__ == "__main__": # pragma: no cover
# start the app
app()
+88 -217
View File
@@ -2,48 +2,72 @@
import json
import os
from dataclasses import dataclass
from pathlib import Path
from typing import Any, Dict, Literal, Optional, List, Tuple
from typing import Any, Dict, Literal, Optional
from loguru import logger
from pydantic import Field, field_validator
from pydantic_settings import BaseSettings, SettingsConfigDict
import basic_memory
from basic_memory.utils import setup_logging, generate_permalink
from basic_memory.utils import setup_logging
DATABASE_NAME = "memory.db"
APP_DATABASE_NAME = "memory.db" # Using the same name but in the app directory
DATA_DIR_NAME = ".basic-memory"
CONFIG_FILE_NAME = "config.json"
WATCH_STATUS_JSON = "watch-status.json"
Environment = Literal["test", "dev", "user"]
@dataclass
class ProjectConfig:
class ProjectConfig(BaseSettings):
"""Configuration for a specific basic-memory project."""
name: str
home: Path
env: Environment = Field(default="dev", description="Environment name")
# Default to ~/basic-memory but allow override with env var: BASIC_MEMORY_HOME
home: Path = Field(
default_factory=lambda: Path.home() / "basic-memory",
description="Base path for basic-memory files",
)
# Name of the project
project: str = Field(default="default", description="Project name")
# Watch service configuration
sync_delay: int = Field(
default=500, description="Milliseconds to wait after changes before syncing", gt=0
)
log_level: str = "DEBUG"
model_config = SettingsConfigDict(
env_prefix="BASIC_MEMORY_",
extra="ignore",
env_file=".env",
env_file_encoding="utf-8",
)
@property
def project(self):
return self.name
def database_path(self) -> Path:
"""Get SQLite database path."""
database_path = self.home / DATA_DIR_NAME / DATABASE_NAME
if not database_path.exists():
database_path.parent.mkdir(parents=True, exist_ok=True)
database_path.touch()
return database_path
@property
def project_url(self) -> str: # pragma: no cover
return f"/{generate_permalink(self.name)}"
@field_validator("home")
@classmethod
def ensure_path_exists(cls, v: Path) -> Path: # pragma: no cover
"""Ensure project path exists."""
if not v.exists():
v.mkdir(parents=True)
return v
class BasicMemoryConfig(BaseSettings):
"""Pydantic model for Basic Memory global configuration."""
env: Environment = Field(default="dev", description="Environment name")
projects: Dict[str, str] = Field(
default_factory=lambda: {"main": str(Path.home() / "basic-memory")},
description="Mapping of project names to their filesystem paths",
@@ -53,106 +77,28 @@ class BasicMemoryConfig(BaseSettings):
description="Name of the default project to use",
)
# overridden by ~/.basic-memory/config.json
log_level: str = "INFO"
# Watch service configuration
sync_delay: int = Field(
default=1000, description="Milliseconds to wait after changes before syncing", gt=0
)
# update permalinks on move
update_permalinks_on_move: bool = Field(
default=False,
description="Whether to update permalinks when files are moved or renamed. default (False)",
)
sync_changes: bool = Field(
default=True,
description="Whether to sync changes in real time. default (True)",
)
model_config = SettingsConfigDict(
env_prefix="BASIC_MEMORY_",
extra="ignore",
env_file=".env",
env_file_encoding="utf-8",
)
def get_project_path(self, project_name: Optional[str] = None) -> Path: # pragma: no cover
"""Get the path for a specific project or the default project."""
name = project_name or self.default_project
if name not in self.projects:
raise ValueError(f"Project '{name}' not found in configuration")
return Path(self.projects[name])
def model_post_init(self, __context: Any) -> None:
"""Ensure configuration is valid after initialization."""
# Ensure main project exists
if "main" not in self.projects: # pragma: no cover
if "main" not in self.projects:
self.projects["main"] = str(Path.home() / "basic-memory")
# Ensure default project is valid
if self.default_project not in self.projects: # pragma: no cover
if self.default_project not in self.projects:
self.default_project = "main"
@property
def app_database_path(self) -> Path:
"""Get the path to the app-level database.
This is the single database that will store all knowledge data
across all projects.
"""
database_path = Path.home() / DATA_DIR_NAME / APP_DATABASE_NAME
if not database_path.exists(): # pragma: no cover
database_path.parent.mkdir(parents=True, exist_ok=True)
database_path.touch()
return database_path
@property
def database_path(self) -> Path:
"""Get SQLite database path.
Rreturns the app-level database path
for backward compatibility in the codebase.
"""
# Load the app-level database path from the global config
config = config_manager.load_config() # pragma: no cover
return config.app_database_path # pragma: no cover
@property
def project_list(self) -> List[ProjectConfig]: # pragma: no cover
"""Get all configured projects as ProjectConfig objects."""
return [ProjectConfig(name=name, home=Path(path)) for name, path in self.projects.items()]
@field_validator("projects")
@classmethod
def ensure_project_paths_exists(cls, v: Dict[str, str]) -> Dict[str, str]: # pragma: no cover
"""Ensure project path exists."""
for name, path_value in v.items():
path = Path(path_value)
if not Path(path).exists():
try:
path.mkdir(parents=True)
except Exception as e:
logger.error(f"Failed to create project path: {e}")
raise e
return v
class ConfigManager:
"""Manages Basic Memory configuration."""
def __init__(self) -> None:
"""Initialize the configuration manager."""
home = os.getenv("HOME", Path.home())
if isinstance(home, str):
home = Path(home)
self.config_dir = home / DATA_DIR_NAME
self.config_dir = Path.home() / DATA_DIR_NAME
self.config_file = self.config_dir / CONFIG_FILE_NAME
# Ensure config directory exists
@@ -165,9 +111,9 @@ class ConfigManager:
"""Load configuration from file or create default."""
if self.config_file.exists():
try:
data = json.loads(self.config_file.read_text(encoding="utf-8"))
data = json.loads(self.config_file.read_text())
return BasicMemoryConfig(**data)
except Exception as e: # pragma: no cover
except Exception as e:
logger.error(f"Failed to load config: {e}")
config = BasicMemoryConfig()
self.save_config(config)
@@ -194,28 +140,37 @@ class ConfigManager:
"""Get the default project name."""
return self.config.default_project
def add_project(self, name: str, path: str) -> ProjectConfig:
def get_project_path(self, project_name: Optional[str] = None) -> Path:
"""Get the path for a specific project or the default project."""
name = project_name or self.config.default_project
# Check if specified in environment variable
if not project_name and "BASIC_MEMORY_PROJECT" in os.environ:
name = os.environ["BASIC_MEMORY_PROJECT"]
if name not in self.config.projects:
raise ValueError(f"Project '{name}' not found in configuration")
return Path(self.config.projects[name])
def add_project(self, name: str, path: str) -> None:
"""Add a new project to the configuration."""
project_name, _ = self.get_project(name)
if project_name: # pragma: no cover
if name in self.config.projects:
raise ValueError(f"Project '{name}' already exists")
# Ensure the path exists
project_path = Path(path)
project_path.mkdir(parents=True, exist_ok=True) # pragma: no cover
project_path.mkdir(parents=True, exist_ok=True)
self.config.projects[name] = str(project_path)
self.save_config(self.config)
return ProjectConfig(name=name, home=project_path)
def remove_project(self, name: str) -> None:
"""Remove a project from the configuration."""
project_name, path = self.get_project(name)
if not project_name: # pragma: no cover
if name not in self.config.projects:
raise ValueError(f"Project '{name}' not found")
if project_name == self.config.default_project: # pragma: no cover
if name == self.config.default_project:
raise ValueError(f"Cannot remove the default project '{name}'")
del self.config.projects[name]
@@ -223,131 +178,47 @@ class ConfigManager:
def set_default_project(self, name: str) -> None:
"""Set the default project."""
project_name, path = self.get_project(name)
if not project_name: # pragma: no cover
if name not in self.config.projects: # pragma: no cover
raise ValueError(f"Project '{name}' not found")
self.config.default_project = name
self.save_config(self.config)
def get_project(self, name: str) -> Tuple[str, str] | Tuple[None, None]:
"""Look up a project from the configuration by name or permalink"""
project_permalink = generate_permalink(name)
for name, path in app_config.projects.items():
if project_permalink == generate_permalink(name):
return name, path
return None, None
def get_project_config(project_name: Optional[str] = None) -> ProjectConfig:
"""
Get the project configuration for the current session.
If project_name is provided, it will be used instead of the default project.
"""
"""Get a project configuration for the specified project."""
config_manager = ConfigManager()
actual_project_name = None
# Get project name from environment variable or use provided name or default
actual_project_name = os.environ.get(
"BASIC_MEMORY_PROJECT", project_name or config_manager.default_project
)
# load the config from file
global app_config
app_config = config_manager.load_config()
# Get project name from environment variable
os_project_name = os.environ.get("BASIC_MEMORY_PROJECT", None)
if os_project_name: # pragma: no cover
logger.warning(
f"BASIC_MEMORY_PROJECT is not supported anymore. Use the --project flag or set the default project in the config instead. Setting default project to {os_project_name}"
)
actual_project_name = project_name
# if the project_name is passed in, use it
elif not project_name:
# use default
actual_project_name = app_config.default_project
else: # pragma: no cover
actual_project_name = project_name
# the config contains a dict[str,str] of project names and absolute paths
assert actual_project_name is not None, "actual_project_name cannot be None"
project_permalink = generate_permalink(actual_project_name)
for name, path in app_config.projects.items():
if project_permalink == generate_permalink(name):
return ProjectConfig(name=name, home=Path(path))
# otherwise raise error
raise ValueError(f"Project '{actual_project_name}' not found") # pragma: no cover
try:
project_path = config_manager.get_project_path(actual_project_name)
return ProjectConfig(home=project_path, project=actual_project_name)
except ValueError: # pragma: no cover
logger.warning(f"Project '{actual_project_name}' not found, using default")
project_path = config_manager.get_project_path(config_manager.default_project)
return ProjectConfig(home=project_path, project=config_manager.default_project)
# Create config manager
config_manager = ConfigManager()
# Export the app-level config
app_config: BasicMemoryConfig = config_manager.config
# Load project config for the default project (backward compatibility)
config: ProjectConfig = get_project_config()
def update_current_project(project_name: str) -> None:
"""Update the global config to use a different project.
This is used by the CLI when --project flag is specified.
"""
global config
config = get_project_config(project_name) # pragma: no cover
# Load project config for current context
config = get_project_config()
# setup logging to a single log file in user home directory
user_home = Path.home()
log_dir = user_home / DATA_DIR_NAME
log_dir.mkdir(parents=True, exist_ok=True)
# Process info for logging
def get_process_name(): # pragma: no cover
"""
get the type of process for logging
"""
import sys
if "sync" in sys.argv:
return "sync"
elif "mcp" in sys.argv:
return "mcp"
elif "cli" in sys.argv:
return "cli"
else:
return "api"
process_name = get_process_name()
# Global flag to track if logging has been set up
_LOGGING_SETUP = False
# Logging
def setup_basic_memory_logging(): # pragma: no cover
"""Set up logging for basic-memory, ensuring it only happens once."""
global _LOGGING_SETUP
if _LOGGING_SETUP:
# We can't log before logging is set up
# print("Skipping duplicate logging setup")
return
setup_logging(
env=config_manager.config.env,
home_dir=user_home, # Use user home for logs
log_level=config_manager.load_config().log_level,
log_file=f"{DATA_DIR_NAME}/basic-memory-{process_name}.log",
console=False,
)
logger.info(f"Basic Memory {basic_memory.__version__} (Project: {config.project})")
_LOGGING_SETUP = True
# Set up logging
setup_basic_memory_logging()
setup_logging(
env=config.env,
home_dir=user_home, # Use user home for logs
log_level=config.log_level,
log_file=f"{DATA_DIR_NAME}/basic-memory.log",
console=False,
)
logger.info(f"Starting Basic Memory {basic_memory.__version__} (Project: {config.project})")
+4 -8
View File
@@ -4,7 +4,8 @@ from enum import Enum, auto
from pathlib import Path
from typing import AsyncGenerator, Optional
from basic_memory.config import BasicMemoryConfig
from basic_memory.config import ProjectConfig
from alembic import command
from alembic.config import Config
@@ -145,9 +146,7 @@ async def engine_session_factory(
_session_maker = None
async def run_migrations(
app_config: BasicMemoryConfig, database_type=DatabaseType.FILESYSTEM
): # pragma: no cover
async def run_migrations(app_config: ProjectConfig, database_type=DatabaseType.FILESYSTEM):
"""Run any pending alembic migrations."""
logger.info("Running database migrations...")
try:
@@ -171,10 +170,7 @@ async def run_migrations(
logger.info("Migrations completed successfully")
_, session_maker = await get_or_create_db(app_config.database_path, database_type)
# initialize the search Index schema
# the project_id is not used for init_search_index, so we pass a dummy value
await SearchRepository(session_maker, 1).init_search_index()
await SearchRepository(session_maker).init_search_index()
except Exception as e: # pragma: no cover
logger.error(f"Error running migrations: {e}")
raise
+30 -227
View File
@@ -1,87 +1,50 @@
"""Dependency injection functions for basic-memory services."""
from typing import Annotated
from loguru import logger
from fastapi import Depends, HTTPException, Path, status
from fastapi import Depends
from sqlalchemy.ext.asyncio import (
AsyncSession,
AsyncEngine,
async_sessionmaker,
)
import pathlib
from basic_memory import db
from basic_memory.config import ProjectConfig, BasicMemoryConfig
from basic_memory.importers import (
ChatGPTImporter,
ClaudeConversationsImporter,
ClaudeProjectsImporter,
MemoryJsonImporter,
)
from basic_memory.config import ProjectConfig, config
from basic_memory.markdown import EntityParser
from basic_memory.markdown.markdown_processor import MarkdownProcessor
from basic_memory.repository.entity_repository import EntityRepository
from basic_memory.repository.observation_repository import ObservationRepository
from basic_memory.repository.project_repository import ProjectRepository
from basic_memory.repository.project_info_repository import ProjectInfoRepository
from basic_memory.repository.relation_repository import RelationRepository
from basic_memory.repository.search_repository import SearchRepository
from basic_memory.services import EntityService, ProjectService
from basic_memory.services import (
EntityService,
)
from basic_memory.services.context_service import ContextService
from basic_memory.services.directory_service import DirectoryService
from basic_memory.services.file_service import FileService
from basic_memory.services.link_resolver import LinkResolver
from basic_memory.services.search_service import SearchService
from basic_memory.sync import SyncService
from basic_memory.config import app_config
def get_app_config() -> BasicMemoryConfig: # pragma: no cover
return app_config
AppConfigDep = Annotated[BasicMemoryConfig, Depends(get_app_config)] # pragma: no cover
## project
async def get_project_config(
project: "ProjectPathDep", project_repository: "ProjectRepositoryDep"
) -> ProjectConfig: # pragma: no cover
"""Get the current project referenced from request state.
Args:
request: The current request object
project_repository: Repository for project operations
Returns:
The resolved project config
Raises:
HTTPException: If project is not found
"""
project_obj = await project_repository.get_by_permalink(str(project))
if project_obj:
return ProjectConfig(name=project_obj.name, home=pathlib.Path(project_obj.path))
# Not found
raise HTTPException( # pragma: no cover
status_code=status.HTTP_404_NOT_FOUND, detail=f"Project '{project}' not found."
)
def get_project_config() -> ProjectConfig: # pragma: no cover
return config
ProjectConfigDep = Annotated[ProjectConfig, Depends(get_project_config)] # pragma: no cover
## sqlalchemy
async def get_engine_factory(
app_config: AppConfigDep,
project_config: ProjectConfigDep,
) -> tuple[AsyncEngine, async_sessionmaker[AsyncSession]]: # pragma: no cover
"""Get engine and session maker."""
engine, session_maker = await db.get_or_create_db(app_config.database_path)
engine, session_maker = await db.get_or_create_db(project_config.database_path)
return engine, session_maker
@@ -102,70 +65,11 @@ SessionMakerDep = Annotated[async_sessionmaker, Depends(get_session_maker)]
## repositories
async def get_project_repository(
session_maker: SessionMakerDep,
) -> ProjectRepository:
"""Get the project repository."""
return ProjectRepository(session_maker)
ProjectRepositoryDep = Annotated[ProjectRepository, Depends(get_project_repository)]
ProjectPathDep = Annotated[str, Path()] # Use Path dependency to extract from URL
async def get_project_id(
project_repository: ProjectRepositoryDep,
project: ProjectPathDep,
) -> int:
"""Get the current project ID from request state.
When using sub-applications with /{project} mounting, the project value
is stored in request.state by middleware.
Args:
request: The current request object
project_repository: Repository for project operations
Returns:
The resolved project ID
Raises:
HTTPException: If project is not found
"""
# Try by permalink first (most common case with URL paths)
project_obj = await project_repository.get_by_permalink(str(project))
if project_obj:
return project_obj.id
# Try by name if permalink lookup fails
project_obj = await project_repository.get_by_name(str(project)) # pragma: no cover
if project_obj: # pragma: no cover
return project_obj.id
# Not found
raise HTTPException( # pragma: no cover
status_code=status.HTTP_404_NOT_FOUND, detail=f"Project '{project}' not found."
)
"""
The project_id dependency is used in the following:
- EntityRepository
- ObservationRepository
- RelationRepository
- SearchRepository
- ProjectInfoRepository
"""
ProjectIdDep = Annotated[int, Depends(get_project_id)]
async def get_entity_repository(
session_maker: SessionMakerDep,
project_id: ProjectIdDep,
) -> EntityRepository:
"""Create an EntityRepository instance for the current project."""
return EntityRepository(session_maker, project_id=project_id)
"""Create an EntityRepository instance."""
return EntityRepository(session_maker)
EntityRepositoryDep = Annotated[EntityRepository, Depends(get_entity_repository)]
@@ -173,10 +77,9 @@ EntityRepositoryDep = Annotated[EntityRepository, Depends(get_entity_repository)
async def get_observation_repository(
session_maker: SessionMakerDep,
project_id: ProjectIdDep,
) -> ObservationRepository:
"""Create an ObservationRepository instance for the current project."""
return ObservationRepository(session_maker, project_id=project_id)
"""Create an ObservationRepository instance."""
return ObservationRepository(session_maker)
ObservationRepositoryDep = Annotated[ObservationRepository, Depends(get_observation_repository)]
@@ -184,10 +87,9 @@ ObservationRepositoryDep = Annotated[ObservationRepository, Depends(get_observat
async def get_relation_repository(
session_maker: SessionMakerDep,
project_id: ProjectIdDep,
) -> RelationRepository:
"""Create a RelationRepository instance for the current project."""
return RelationRepository(session_maker, project_id=project_id)
"""Create a RelationRepository instance."""
return RelationRepository(session_maker)
RelationRepositoryDep = Annotated[RelationRepository, Depends(get_relation_repository)]
@@ -195,17 +97,22 @@ RelationRepositoryDep = Annotated[RelationRepository, Depends(get_relation_repos
async def get_search_repository(
session_maker: SessionMakerDep,
project_id: ProjectIdDep,
) -> SearchRepository:
"""Create a SearchRepository instance for the current project."""
return SearchRepository(session_maker, project_id=project_id)
"""Create a SearchRepository instance."""
return SearchRepository(session_maker)
SearchRepositoryDep = Annotated[SearchRepository, Depends(get_search_repository)]
# ProjectInfoRepository is deprecated and will be removed in a future version.
# Use ProjectRepository instead, which has the same functionality plus more project-specific operations.
def get_project_info_repository(
session_maker: SessionMakerDep,
):
"""Dependency for StatsRepository."""
return ProjectInfoRepository(session_maker)
ProjectInfoRepositoryDep = Annotated[ProjectInfoRepository, Depends(get_project_info_repository)]
## services
@@ -227,12 +134,7 @@ MarkdownProcessorDep = Annotated[MarkdownProcessor, Depends(get_markdown_process
async def get_file_service(
project_config: ProjectConfigDep, markdown_processor: MarkdownProcessorDep
) -> FileService:
logger.debug(
f"Creating FileService for project: {project_config.name}, base_path: {project_config.home}"
)
file_service = FileService(project_config.home, markdown_processor)
logger.debug(f"Created FileService for project: {file_service} ")
return file_service
return FileService(project_config.home, markdown_processor)
FileServiceDep = Annotated[FileService, Depends(get_file_service)]
@@ -282,108 +184,9 @@ LinkResolverDep = Annotated[LinkResolver, Depends(get_link_resolver)]
async def get_context_service(
search_repository: SearchRepositoryDep,
entity_repository: EntityRepositoryDep,
observation_repository: ObservationRepositoryDep,
search_repository: SearchRepositoryDep, entity_repository: EntityRepositoryDep
) -> ContextService:
return ContextService(
search_repository=search_repository,
entity_repository=entity_repository,
observation_repository=observation_repository,
)
return ContextService(search_repository, entity_repository)
ContextServiceDep = Annotated[ContextService, Depends(get_context_service)]
async def get_sync_service(
entity_service: EntityServiceDep,
entity_parser: EntityParserDep,
entity_repository: EntityRepositoryDep,
relation_repository: RelationRepositoryDep,
search_service: SearchServiceDep,
file_service: FileServiceDep,
) -> SyncService: # pragma: no cover
"""
:rtype: object
"""
return SyncService(
app_config=app_config,
entity_service=entity_service,
entity_parser=entity_parser,
entity_repository=entity_repository,
relation_repository=relation_repository,
search_service=search_service,
file_service=file_service,
)
SyncServiceDep = Annotated[SyncService, Depends(get_sync_service)]
async def get_project_service(
project_repository: ProjectRepositoryDep,
) -> ProjectService:
"""Create ProjectService with repository."""
return ProjectService(repository=project_repository)
ProjectServiceDep = Annotated[ProjectService, Depends(get_project_service)]
async def get_directory_service(
entity_repository: EntityRepositoryDep,
) -> DirectoryService:
"""Create DirectoryService with dependencies."""
return DirectoryService(
entity_repository=entity_repository,
)
DirectoryServiceDep = Annotated[DirectoryService, Depends(get_directory_service)]
# Import
async def get_chatgpt_importer(
project_config: ProjectConfigDep, markdown_processor: MarkdownProcessorDep
) -> ChatGPTImporter:
"""Create ChatGPTImporter with dependencies."""
return ChatGPTImporter(project_config.home, markdown_processor)
ChatGPTImporterDep = Annotated[ChatGPTImporter, Depends(get_chatgpt_importer)]
async def get_claude_conversations_importer(
project_config: ProjectConfigDep, markdown_processor: MarkdownProcessorDep
) -> ClaudeConversationsImporter:
"""Create ChatGPTImporter with dependencies."""
return ClaudeConversationsImporter(project_config.home, markdown_processor)
ClaudeConversationsImporterDep = Annotated[
ClaudeConversationsImporter, Depends(get_claude_conversations_importer)
]
async def get_claude_projects_importer(
project_config: ProjectConfigDep, markdown_processor: MarkdownProcessorDep
) -> ClaudeProjectsImporter:
"""Create ChatGPTImporter with dependencies."""
return ClaudeProjectsImporter(project_config.home, markdown_processor)
ClaudeProjectsImporterDep = Annotated[ClaudeProjectsImporter, Depends(get_claude_projects_importer)]
async def get_memory_json_importer(
project_config: ProjectConfigDep, markdown_processor: MarkdownProcessorDep
) -> MemoryJsonImporter:
"""Create ChatGPTImporter with dependencies."""
return MemoryJsonImporter(project_config.home, markdown_processor)
MemoryJsonImporterDep = Annotated[MemoryJsonImporter, Depends(get_memory_json_importer)]
+3 -6
View File
@@ -85,7 +85,7 @@ async def write_file_atomic(path: FilePath, content: str) -> None:
temp_path = path_obj.with_suffix(".tmp")
try:
temp_path.write_text(content, encoding="utf-8")
temp_path.write_text(content)
temp_path.replace(path_obj)
logger.debug("Wrote file atomically", path=str(path_obj), content_length=len(content))
except Exception as e: # pragma: no cover
@@ -104,9 +104,6 @@ def has_frontmatter(content: str) -> bool:
Returns:
True if content has valid frontmatter markers (---), False otherwise
"""
if not content:
return False
content = content.strip()
if not content.startswith("---"):
return False
@@ -206,7 +203,7 @@ async def update_frontmatter(path: FilePath, updates: Dict[str, Any]) -> str:
path_obj = Path(path) if isinstance(path, str) else path
# Read current content
content = path_obj.read_text(encoding="utf-8")
content = path_obj.read_text()
# Parse current frontmatter
current_fm = {}
@@ -218,7 +215,7 @@ async def update_frontmatter(path: FilePath, updates: Dict[str, Any]) -> str:
new_fm = {**current_fm, **updates}
# Write new file with updated frontmatter
yaml_fm = yaml.dump(new_fm, sort_keys=False, allow_unicode=True)
yaml_fm = yaml.dump(new_fm, sort_keys=False)
final_content = f"---\n{yaml_fm}---\n\n{content.strip()}"
logger.debug("Updating frontmatter", path=str(path_obj), update_keys=list(updates.keys()))
-27
View File
@@ -1,27 +0,0 @@
"""Import services for Basic Memory."""
from basic_memory.importers.base import Importer
from basic_memory.importers.chatgpt_importer import ChatGPTImporter
from basic_memory.importers.claude_conversations_importer import (
ClaudeConversationsImporter,
)
from basic_memory.importers.claude_projects_importer import ClaudeProjectsImporter
from basic_memory.importers.memory_json_importer import MemoryJsonImporter
from basic_memory.schemas.importer import (
ChatImportResult,
EntityImportResult,
ImportResult,
ProjectImportResult,
)
__all__ = [
"Importer",
"ChatGPTImporter",
"ClaudeConversationsImporter",
"ClaudeProjectsImporter",
"MemoryJsonImporter",
"ImportResult",
"ChatImportResult",
"EntityImportResult",
"ProjectImportResult",
]
-79
View File
@@ -1,79 +0,0 @@
"""Base import service for Basic Memory."""
import logging
from abc import abstractmethod
from pathlib import Path
from typing import Any, Optional, TypeVar
from basic_memory.markdown.markdown_processor import MarkdownProcessor
from basic_memory.markdown.schemas import EntityMarkdown
from basic_memory.schemas.importer import ImportResult
logger = logging.getLogger(__name__)
T = TypeVar("T", bound=ImportResult)
class Importer[T: ImportResult]:
"""Base class for all import services."""
def __init__(self, base_path: Path, markdown_processor: MarkdownProcessor):
"""Initialize the import service.
Args:
markdown_processor: MarkdownProcessor instance for writing markdown files.
"""
self.base_path = base_path.resolve() # Get absolute path
self.markdown_processor = markdown_processor
@abstractmethod
async def import_data(self, source_data, destination_folder: str, **kwargs: Any) -> T:
"""Import data from source file to destination folder.
Args:
source_path: Path to the source file.
destination_folder: Destination folder within the project.
**kwargs: Additional keyword arguments for specific import types.
Returns:
ImportResult containing statistics and status of the import.
"""
pass # pragma: no cover
async def write_entity(self, entity: EntityMarkdown, file_path: Path) -> None:
"""Write entity to file using markdown processor.
Args:
entity: EntityMarkdown instance to write.
file_path: Path to write the entity to.
"""
await self.markdown_processor.write_file(file_path, entity)
def ensure_folder_exists(self, folder: str) -> Path:
"""Ensure folder exists, create if it doesn't.
Args:
base_path: Base path of the project.
folder: Folder name or path within the project.
Returns:
Path to the folder.
"""
folder_path = self.base_path / folder
folder_path.mkdir(parents=True, exist_ok=True)
return folder_path
@abstractmethod
def handle_error(
self, message: str, error: Optional[Exception] = None
) -> T: # pragma: no cover
"""Handle errors during import.
Args:
message: Error message.
error: Optional exception that caused the error.
Returns:
ImportResult with error information.
"""
pass
@@ -1,222 +0,0 @@
"""ChatGPT import service for Basic Memory."""
import logging
from datetime import datetime
from typing import Any, Dict, List, Optional, Set
from basic_memory.markdown.schemas import EntityFrontmatter, EntityMarkdown
from basic_memory.importers.base import Importer
from basic_memory.schemas.importer import ChatImportResult
from basic_memory.importers.utils import clean_filename, format_timestamp
logger = logging.getLogger(__name__)
class ChatGPTImporter(Importer[ChatImportResult]):
"""Service for importing ChatGPT conversations."""
async def import_data(
self, source_data, destination_folder: str, **kwargs: Any
) -> ChatImportResult:
"""Import conversations from ChatGPT JSON export.
Args:
source_path: Path to the ChatGPT conversations.json file.
destination_folder: Destination folder within the project.
**kwargs: Additional keyword arguments.
Returns:
ChatImportResult containing statistics and status of the import.
"""
try: # pragma: no cover
# Ensure the destination folder exists
self.ensure_folder_exists(destination_folder)
conversations = source_data
# Process each conversation
messages_imported = 0
chats_imported = 0
for chat in conversations:
# Convert to entity
entity = self._format_chat_content(destination_folder, chat)
# Write file
file_path = self.base_path / f"{entity.frontmatter.metadata['permalink']}.md"
await self.write_entity(entity, file_path)
# Count messages
msg_count = sum(
1
for node in chat["mapping"].values()
if node.get("message")
and not node.get("message", {})
.get("metadata", {})
.get("is_visually_hidden_from_conversation")
)
chats_imported += 1
messages_imported += msg_count
return ChatImportResult(
import_count={"conversations": chats_imported, "messages": messages_imported},
success=True,
conversations=chats_imported,
messages=messages_imported,
)
except Exception as e: # pragma: no cover
logger.exception("Failed to import ChatGPT conversations")
return self.handle_error("Failed to import ChatGPT conversations", e) # pyright: ignore [reportReturnType]
def _format_chat_content(
self, folder: str, conversation: Dict[str, Any]
) -> EntityMarkdown: # pragma: no cover
"""Convert chat conversation to Basic Memory entity.
Args:
folder: Destination folder name.
conversation: ChatGPT conversation data.
Returns:
EntityMarkdown instance representing the conversation.
"""
# Extract timestamps
created_at = conversation["create_time"]
modified_at = conversation["update_time"]
root_id = None
# Find root message
for node_id, node in conversation["mapping"].items():
if node.get("parent") is None:
root_id = node_id
break
# Generate permalink
date_prefix = datetime.fromtimestamp(created_at).strftime("%Y%m%d")
clean_title = clean_filename(conversation["title"])
# Format content
content = self._format_chat_markdown(
title=conversation["title"],
mapping=conversation["mapping"],
root_id=root_id,
created_at=created_at,
modified_at=modified_at,
)
# Create entity
entity = EntityMarkdown(
frontmatter=EntityFrontmatter(
metadata={
"type": "conversation",
"title": conversation["title"],
"created": format_timestamp(created_at),
"modified": format_timestamp(modified_at),
"permalink": f"{folder}/{date_prefix}-{clean_title}",
}
),
content=content,
)
return entity
def _format_chat_markdown(
self,
title: str,
mapping: Dict[str, Any],
root_id: Optional[str],
created_at: float,
modified_at: float,
) -> str: # pragma: no cover
"""Format chat as clean markdown.
Args:
title: Chat title.
mapping: Message mapping.
root_id: Root message ID.
created_at: Creation timestamp.
modified_at: Modification timestamp.
Returns:
Formatted markdown content.
"""
# Start with title
lines = [f"# {title}\n"]
# Traverse message tree
seen_msgs: Set[str] = set()
messages = self._traverse_messages(mapping, root_id, seen_msgs)
# Format each message
for msg in messages:
# Skip hidden messages
if msg.get("metadata", {}).get("is_visually_hidden_from_conversation"):
continue
# Get author and timestamp
author = msg["author"]["role"].title()
ts = format_timestamp(msg["create_time"]) if msg.get("create_time") else ""
# Add message header
lines.append(f"### {author} ({ts})")
# Add message content
content = self._get_message_content(msg)
if content:
lines.append(content)
# Add spacing
lines.append("")
return "\n".join(lines)
def _get_message_content(self, message: Dict[str, Any]) -> str: # pragma: no cover
"""Extract clean message content.
Args:
message: Message data.
Returns:
Cleaned message content.
"""
if not message or "content" not in message:
return ""
content = message["content"]
if content.get("content_type") == "text":
return "\n".join(content.get("parts", []))
elif content.get("content_type") == "code":
return f"```{content.get('language', '')}\n{content.get('text', '')}\n```"
return ""
def _traverse_messages(
self, mapping: Dict[str, Any], root_id: Optional[str], seen: Set[str]
) -> List[Dict[str, Any]]: # pragma: no cover
"""Traverse message tree and return messages in order.
Args:
mapping: Message mapping.
root_id: Root message ID.
seen: Set of seen message IDs.
Returns:
List of message data.
"""
messages = []
node = mapping.get(root_id) if root_id else None
while node:
if node["id"] not in seen and node.get("message"):
seen.add(node["id"])
messages.append(node["message"])
# Follow children
children = node.get("children", [])
for child_id in children:
child_msgs = self._traverse_messages(mapping, child_id, seen)
messages.extend(child_msgs)
break # Don't follow siblings
return messages
@@ -1,172 +0,0 @@
"""Claude conversations import service for Basic Memory."""
import logging
from datetime import datetime
from pathlib import Path
from typing import Any, Dict, List
from basic_memory.markdown.schemas import EntityFrontmatter, EntityMarkdown
from basic_memory.importers.base import Importer
from basic_memory.schemas.importer import ChatImportResult
from basic_memory.importers.utils import clean_filename, format_timestamp
logger = logging.getLogger(__name__)
class ClaudeConversationsImporter(Importer[ChatImportResult]):
"""Service for importing Claude conversations."""
async def import_data(
self, source_data, destination_folder: str, **kwargs: Any
) -> ChatImportResult:
"""Import conversations from Claude JSON export.
Args:
source_data: Path to the Claude conversations.json file.
destination_folder: Destination folder within the project.
**kwargs: Additional keyword arguments.
Returns:
ChatImportResult containing statistics and status of the import.
"""
try:
# Ensure the destination folder exists
folder_path = self.ensure_folder_exists(destination_folder)
conversations = source_data
# Process each conversation
messages_imported = 0
chats_imported = 0
for chat in conversations:
# Convert to entity
entity = self._format_chat_content(
base_path=folder_path,
name=chat["name"],
messages=chat["chat_messages"],
created_at=chat["created_at"],
modified_at=chat["updated_at"],
)
# Write file
file_path = self.base_path / Path(f"{entity.frontmatter.metadata['permalink']}.md")
await self.write_entity(entity, file_path)
chats_imported += 1
messages_imported += len(chat["chat_messages"])
return ChatImportResult(
import_count={"conversations": chats_imported, "messages": messages_imported},
success=True,
conversations=chats_imported,
messages=messages_imported,
)
except Exception as e: # pragma: no cover
logger.exception("Failed to import Claude conversations")
return self.handle_error("Failed to import Claude conversations", e) # pyright: ignore [reportReturnType]
def _format_chat_content(
self,
base_path: Path,
name: str,
messages: List[Dict[str, Any]],
created_at: str,
modified_at: str,
) -> EntityMarkdown:
"""Convert chat messages to Basic Memory entity format.
Args:
base_path: Base path for the entity.
name: Chat name.
messages: List of chat messages.
created_at: Creation timestamp.
modified_at: Modification timestamp.
Returns:
EntityMarkdown instance representing the conversation.
"""
# Generate permalink
date_prefix = datetime.fromisoformat(created_at.replace("Z", "+00:00")).strftime("%Y%m%d")
clean_title = clean_filename(name)
permalink = f"{base_path.name}/{date_prefix}-{clean_title}"
# Format content
content = self._format_chat_markdown(
name=name,
messages=messages,
created_at=created_at,
modified_at=modified_at,
permalink=permalink,
)
# Create entity
entity = EntityMarkdown(
frontmatter=EntityFrontmatter(
metadata={
"type": "conversation",
"title": name,
"created": created_at,
"modified": modified_at,
"permalink": permalink,
}
),
content=content,
)
return entity
def _format_chat_markdown(
self,
name: str,
messages: List[Dict[str, Any]],
created_at: str,
modified_at: str,
permalink: str,
) -> str:
"""Format chat as clean markdown.
Args:
name: Chat name.
messages: List of chat messages.
created_at: Creation timestamp.
modified_at: Modification timestamp.
permalink: Permalink for the entity.
Returns:
Formatted markdown content.
"""
# Start with frontmatter and title
lines = [
f"# {name}\n",
]
# Add messages
for msg in messages:
# Format timestamp
ts = format_timestamp(msg["created_at"])
# Add message header
lines.append(f"### {msg['sender'].title()} ({ts})")
# Handle message content
content = msg.get("text", "")
if msg.get("content"):
content = " ".join(c.get("text", "") for c in msg["content"])
lines.append(content)
# Handle attachments
attachments = msg.get("attachments", [])
for attachment in attachments:
if "file_name" in attachment:
lines.append(f"\n**Attachment: {attachment['file_name']}**")
if "extracted_content" in attachment:
lines.append("```")
lines.append(attachment["extracted_content"])
lines.append("```")
# Add spacing between messages
lines.append("")
return "\n".join(lines)
@@ -1,148 +0,0 @@
"""Claude projects import service for Basic Memory."""
import logging
from typing import Any, Dict, Optional
from basic_memory.markdown.schemas import EntityFrontmatter, EntityMarkdown
from basic_memory.importers.base import Importer
from basic_memory.schemas.importer import ProjectImportResult
from basic_memory.importers.utils import clean_filename
logger = logging.getLogger(__name__)
class ClaudeProjectsImporter(Importer[ProjectImportResult]):
"""Service for importing Claude projects."""
async def import_data(
self, source_data, destination_folder: str, **kwargs: Any
) -> ProjectImportResult:
"""Import projects from Claude JSON export.
Args:
source_path: Path to the Claude projects.json file.
destination_folder: Base folder for projects within the project.
**kwargs: Additional keyword arguments.
Returns:
ProjectImportResult containing statistics and status of the import.
"""
try:
# Ensure the base folder exists
base_path = self.base_path
if destination_folder:
base_path = self.ensure_folder_exists(destination_folder)
projects = source_data
# Process each project
docs_imported = 0
prompts_imported = 0
for project in projects:
project_dir = clean_filename(project["name"])
# Create project directories
docs_dir = base_path / project_dir / "docs"
docs_dir.mkdir(parents=True, exist_ok=True)
# Import prompt template if it exists
if prompt_entity := self._format_prompt_markdown(project):
file_path = base_path / f"{prompt_entity.frontmatter.metadata['permalink']}.md"
await self.write_entity(prompt_entity, file_path)
prompts_imported += 1
# Import project documents
for doc in project.get("docs", []):
entity = self._format_project_markdown(project, doc)
file_path = base_path / f"{entity.frontmatter.metadata['permalink']}.md"
await self.write_entity(entity, file_path)
docs_imported += 1
return ProjectImportResult(
import_count={"documents": docs_imported, "prompts": prompts_imported},
success=True,
documents=docs_imported,
prompts=prompts_imported,
)
except Exception as e: # pragma: no cover
logger.exception("Failed to import Claude projects")
return self.handle_error("Failed to import Claude projects", e) # pyright: ignore [reportReturnType]
def _format_project_markdown(
self, project: Dict[str, Any], doc: Dict[str, Any]
) -> EntityMarkdown:
"""Format a project document as a Basic Memory entity.
Args:
project: Project data.
doc: Document data.
Returns:
EntityMarkdown instance representing the document.
"""
# Extract timestamps
created_at = doc.get("created_at") or project["created_at"]
modified_at = project["updated_at"]
# Generate clean names for organization
project_dir = clean_filename(project["name"])
doc_file = clean_filename(doc["filename"])
# Create entity
entity = EntityMarkdown(
frontmatter=EntityFrontmatter(
metadata={
"type": "project_doc",
"title": doc["filename"],
"created": created_at,
"modified": modified_at,
"permalink": f"{project_dir}/docs/{doc_file}",
"project_name": project["name"],
"project_uuid": project["uuid"],
"doc_uuid": doc["uuid"],
}
),
content=doc["content"],
)
return entity
def _format_prompt_markdown(self, project: Dict[str, Any]) -> Optional[EntityMarkdown]:
"""Format project prompt template as a Basic Memory entity.
Args:
project: Project data.
Returns:
EntityMarkdown instance representing the prompt template, or None if
no prompt template exists.
"""
if not project.get("prompt_template"):
return None
# Extract timestamps
created_at = project["created_at"]
modified_at = project["updated_at"]
# Generate clean project directory name
project_dir = clean_filename(project["name"])
# Create entity
entity = EntityMarkdown(
frontmatter=EntityFrontmatter(
metadata={
"type": "prompt_template",
"title": f"Prompt Template: {project['name']}",
"created": created_at,
"modified": modified_at,
"permalink": f"{project_dir}/prompt-template",
"project_name": project["name"],
"project_uuid": project["uuid"],
}
),
content=f"# Prompt Template: {project['name']}\n\n{project['prompt_template']}",
)
return entity
@@ -1,93 +0,0 @@
"""Memory JSON import service for Basic Memory."""
import logging
from typing import Any, Dict, List
from basic_memory.config import config
from basic_memory.markdown.schemas import EntityFrontmatter, EntityMarkdown, Observation, Relation
from basic_memory.importers.base import Importer
from basic_memory.schemas.importer import EntityImportResult
logger = logging.getLogger(__name__)
class MemoryJsonImporter(Importer[EntityImportResult]):
"""Service for importing memory.json format data."""
async def import_data(
self, source_data, destination_folder: str = "", **kwargs: Any
) -> EntityImportResult:
"""Import entities and relations from a memory.json file.
Args:
source_data: Path to the memory.json file.
destination_folder: Optional destination folder within the project.
**kwargs: Additional keyword arguments.
Returns:
EntityImportResult containing statistics and status of the import.
"""
try:
# First pass - collect all relations by source entity
entity_relations: Dict[str, List[Relation]] = {}
entities: Dict[str, Dict[str, Any]] = {}
# Ensure the base path exists
base_path = config.home # pragma: no cover
if destination_folder: # pragma: no cover
base_path = self.ensure_folder_exists(destination_folder)
# First pass - collect entities and relations
for line in source_data:
data = line
if data["type"] == "entity":
entities[data["name"]] = data
elif data["type"] == "relation":
# Store relation with its source entity
source = data.get("from") or data.get("from_id")
if source not in entity_relations:
entity_relations[source] = []
entity_relations[source].append(
Relation(
type=data.get("relationType") or data.get("relation_type"),
target=data.get("to") or data.get("to_id"),
)
)
# Second pass - create and write entities
entities_created = 0
for name, entity_data in entities.items():
# Ensure entity type directory exists
entity_type_dir = base_path / entity_data["entityType"]
entity_type_dir.mkdir(parents=True, exist_ok=True)
entity = EntityMarkdown(
frontmatter=EntityFrontmatter(
metadata={
"type": entity_data["entityType"],
"title": name,
"permalink": f"{entity_data['entityType']}/{name}",
}
),
content=f"# {name}\n",
observations=[Observation(content=obs) for obs in entity_data["observations"]],
relations=entity_relations.get(name, []),
)
# Write entity file
file_path = base_path / f"{entity_data['entityType']}/{name}.md"
await self.write_entity(entity, file_path)
entities_created += 1
relations_count = sum(len(rels) for rels in entity_relations.values())
return EntityImportResult(
import_count={"entities": entities_created, "relations": relations_count},
success=True,
entities=entities_created,
relations=relations_count,
)
except Exception as e: # pragma: no cover
logger.exception("Failed to import memory.json")
return self.handle_error("Failed to import memory.json", e) # pyright: ignore [reportReturnType]
-58
View File
@@ -1,58 +0,0 @@
"""Utility functions for import services."""
import re
from datetime import datetime
from typing import Any
def clean_filename(name: str) -> str: # pragma: no cover
"""Clean a string to be used as a filename.
Args:
name: The string to clean.
Returns:
A cleaned string suitable for use as a filename.
"""
# Replace common punctuation and whitespace with underscores
name = re.sub(r"[\s\-,.:/\\\[\]\(\)]+", "_", name)
# Remove any non-alphanumeric or underscore characters
name = re.sub(r"[^\w]+", "", name)
# Ensure the name isn't too long
if len(name) > 100: # pragma: no cover
name = name[:100]
# Ensure the name isn't empty
if not name: # pragma: no cover
name = "untitled"
return name
def format_timestamp(timestamp: Any) -> str: # pragma: no cover
"""Format a timestamp for use in a filename or title.
Args:
timestamp: A timestamp in various formats.
Returns:
A formatted string representation of the timestamp.
"""
if isinstance(timestamp, str):
try:
# Try ISO format
timestamp = datetime.fromisoformat(timestamp.replace("Z", "+00:00"))
except ValueError:
try:
# Try unix timestamp as string
timestamp = datetime.fromtimestamp(float(timestamp))
except ValueError:
# Return as is if we can't parse it
return timestamp
elif isinstance(timestamp, (int, float)):
# Unix timestamp
timestamp = datetime.fromtimestamp(timestamp)
if isinstance(timestamp, datetime):
return timestamp.strftime("%Y-%m-%d %H:%M:%S")
# Return as is if we can't format it
return str(timestamp) # pragma: no cover
+17 -32
View File
@@ -4,22 +4,21 @@ Uses markdown-it with plugins to parse structured data from markdown content.
"""
from dataclasses import dataclass, field
from datetime import datetime
from pathlib import Path
from datetime import datetime
from typing import Any, Optional
import dateparser
import frontmatter
from markdown_it import MarkdownIt
import frontmatter
from basic_memory.markdown.plugins import observation_plugin, relation_plugin
from basic_memory.markdown.schemas import (
EntityFrontmatter,
EntityMarkdown,
EntityFrontmatter,
Observation,
Relation,
)
from basic_memory.utils import parse_tags
md = MarkdownIt().use(observation_plugin).use(relation_plugin)
@@ -57,11 +56,11 @@ def parse(content: str) -> EntityContent:
)
# def parse_tags(tags: Any) -> list[str]:
# """Parse tags into list of strings."""
# if isinstance(tags, (list, tuple)):
# return [str(t).strip() for t in tags if str(t).strip()]
# return [t.strip() for t in tags.split(",") if t.strip()]
def parse_tags(tags: Any) -> list[str]:
"""Parse tags into list of strings."""
if isinstance(tags, (list, tuple)):
return [str(t).strip() for t in tags if str(t).strip()]
return [t.strip() for t in tags.split(",") if t.strip()]
class EntityParser:
@@ -92,39 +91,25 @@ class EntityParser:
async def parse_file(self, path: Path | str) -> EntityMarkdown:
"""Parse markdown file into EntityMarkdown."""
# Check if the path is already absolute
if (
isinstance(path, Path)
and path.is_absolute()
or (isinstance(path, str) and Path(path).is_absolute())
):
absolute_path = Path(path)
else:
absolute_path = self.get_file_path(path)
absolute_path = self.base_path / path
# Parse frontmatter and content using python-frontmatter
file_content = absolute_path.read_text(encoding="utf-8")
return await self.parse_file_content(absolute_path, file_content)
post = frontmatter.load(str(absolute_path))
def get_file_path(self, path):
"""Get absolute path for a file using the base path for the project."""
return self.base_path / path
async def parse_file_content(self, absolute_path, file_content):
post = frontmatter.loads(file_content)
# Extract file stat info
file_stats = absolute_path.stat()
metadata = post.metadata
metadata["title"] = post.metadata.get("title", absolute_path.stem)
metadata["title"] = post.metadata.get("title", absolute_path.name)
metadata["type"] = post.metadata.get("type", "note")
tags = parse_tags(post.metadata.get("tags", [])) # pyright: ignore
if tags:
metadata["tags"] = tags
metadata["tags"] = parse_tags(post.metadata.get("tags", []))
# frontmatter
entity_frontmatter = EntityFrontmatter(
metadata=post.metadata,
)
entity_content = parse(post.content)
return EntityMarkdown(
frontmatter=entity_frontmatter,
content=post.content,
@@ -83,7 +83,7 @@ class MarkdownProcessor:
"""
# Dirty check if needed
if expected_checksum is not None:
current_content = path.read_text(encoding="utf-8")
current_content = path.read_text()
current_checksum = await file_utils.compute_checksum(current_content)
if current_checksum != expected_checksum:
raise DirtyFileError(f"File {path} has been modified")

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