chore: update version to 0.14.2 for v0.14.2 release

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

Co-Authored-By: Claude <noreply@anthropic.com>

.claude/commands/check-health.md

@@ -1,190 +0,0 @@
-# /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-   - Identify outdated dependencies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

.claude/commands/commands.md

@@ -1,62 +0,0 @@
-# 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

.claude/commands/lint-fix.md

@@ -1,145 +0,0 @@
-# /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

.claude/commands/release/changelog.md

@@ -8,7 +8,7 @@ Analyze commits and generate formatted changelog entry for a version.
 ```
 
 **Parameters:**
-- `version` (required): Version like `v0.13.0` or `v0.13.0b4`
+- `version` (required): Version like `v0.14.0` or `v0.14.0b1`
 - `type` (optional): `beta`, `rc`, or `stable` (default: `stable`)
 
 ## Implementation
@@ -59,8 +59,9 @@ You are an expert technical writer for the Basic Memory project. When the user r
 ### Step 3: Generate Changelog Entry
 Create formatted entry following existing CHANGELOG.md style:
 
+Example:
 ```markdown
-## v0.13.0 (2025-06-03)
+## <version> (<date>)
 
 ### Features
 
@@ -128,6 +129,8 @@ Create formatted entry following existing CHANGELOG.md style:
 ## Output Format
 
 ### For Beta Releases
+
+Example: 
 ```markdown
 ## v0.13.0b4 (2025-06-03)
 

.claude/commands/test-coverage.md

@@ -1,131 +0,0 @@
-# /test-coverage - Run Tests with Coverage Analysis
-
-Execute test suite with comprehensive coverage reporting and analysis.
-
-## Usage
-```
-/test-coverage [pattern]
-```
-
-**Parameters:**
-- `pattern` (optional): Test pattern to run specific tests (e.g., `test_mcp`, `*integration*`)
-
-## Implementation
-
-You are an expert QA engineer for the Basic Memory project. When the user runs `/test-coverage`, execute the following steps:
-
-### Step 1: Test Execution
-1. **Run Tests with Coverage**
-   ```bash
-   # Full test suite
-   uv run pytest --cov=basic_memory --cov-report=html --cov-report=term -v
-   
-   # Or with pattern if provided
-   uv run pytest tests/*{pattern}* --cov=basic_memory --cov-report=html --cov-report=term -v
-   ```
-
-2. **Generate Coverage Reports**
-   - Terminal summary with percentages
-   - HTML report for detailed analysis
-   - Identify files below coverage threshold
-
-### Step 2: Coverage Analysis
-1. **Summary Statistics**
-   - Overall coverage percentage
-   - Number of files with 100% coverage
-   - Files below 95% threshold
-   - Total lines covered/missed
-
-2. **Detailed Breakdown**
-   - Coverage by module/package
-   - Identify untested code paths
-   - Find missing edge case tests
-
-### Step 3: Report Generation
-Generate comprehensive coverage report:
-
-```
-🧪 Test Coverage Report
-
-📊 OVERALL COVERAGE: 98.2% (target: 95%+)
-
-✅ EXCELLENT COVERAGE (>95%):
-├── basic_memory/mcp/: 99.1%
-├── basic_memory/services/: 98.8%
-├── basic_memory/repository/: 97.9%
-└── basic_memory/api/: 96.2%
-
-⚠️  NEEDS ATTENTION (<95%):
-├── basic_memory/sync/: 94.1% (missing 12 lines)
-└── basic_memory/importers/: 91.8% (missing 23 lines)
-
-🎯 SPECIFIC GAPS:
-├── sync_service.py:142-145 (error handling)
-├── importer_base.py:67-70 (edge case)
-└── file_utils.py:89 (exception path)
-
-📁 HTML Report: htmlcov/index.html
-🚀 Run `open htmlcov/index.html` to view detailed report
-```
-
-### Step 4: Actionable Recommendations
-1. **Coverage Improvements**
-   - Suggest specific tests to add
-   - Identify edge cases to cover
-   - Recommend integration tests
-
-2. **Quality Insights**
-   - Highlight well-tested modules
-   - Point out testing patterns to follow
-   - Suggest refactoring for testability
-
-## Advanced Analysis
-
-### Performance Metrics
-- Test execution time by module
-- Slowest tests identification
-- Coverage collection overhead
-
-### Integration Coverage
-- MCP tool integration tests
-- API endpoint coverage
-- Database operation coverage
-- File system operation coverage
-
-## Output Examples
-
-### Full Coverage Success
-```
-🎉 EXCELLENT COVERAGE!
-
-📊 Coverage: 98.7% (744 tests passed)
-✅ All modules above 95% threshold
-🏆 23 files with 100% coverage
-⚡ Tests completed in 45.2s
-
-Ready for release! 🚀
-```
-
-### Coverage Issues Found
-```
-⚠️  COVERAGE GAPS DETECTED
-
-📊 Coverage: 92.1% (below 95% target)
-❌ 3 modules need attention
-🔍 43 uncovered lines found
-
-Priority fixes:
-1. Add tests for error handling in sync_service.py
-2. Cover edge cases in importer_base.py
-3. Test exception paths in file_utils.py
-
-Run specific tests:
-uv run pytest tests/sync/ -v
-```
-
-## Context
-- Uses pytest with coverage plugin
-- Generates both terminal and HTML reports
-- Focuses on actionable improvement suggestions
-- Integrates with existing test infrastructure
-- Helps maintain high code quality standards

.claude/commands/test-live.md

@@ -1,6 +1,7 @@
 # /project:test-live - Live Basic Memory Testing Suite
 
-Execute comprehensive real-world testing of Basic Memory using the installed version, following the methodology in TESTING.md. All test results are recorded as notes in a dedicated test project.
+Execute comprehensive real-world testing of Basic Memory using the installed version. 
+All test results are recorded as notes in a dedicated test project.
 
 ## Usage
 ```
@@ -8,12 +9,45 @@ Execute comprehensive real-world testing of Basic Memory using the installed ver
 ```
 
 **Parameters:**
-- `phase` (optional): Specific test phase to run (`core`, `features`, `edge`, `workflows`, `stress`, or `all`)
+- `phase` (optional): Specific test phase to run (`recent`, `core`, `features`, `edge`, `workflows`, `stress`, or `all`)
+- `recent` - Focus on recent changes and new features (recommended for regular testing)
+- `core` - Essential tools only (Tier 1: write_note, read_note, search_notes, edit_note, list_projects, switch_project)
+- `features` - Core + important workflows (Tier 1 + Tier 2)
+- `all` - Comprehensive testing of all tools and scenarios
 
 ## Implementation
 
 You are an expert QA engineer conducting live testing of Basic Memory. 
-When the user runs `/project:test-live`, execute comprehensive testing following the TESTING.md methodology:
+When the user runs `/project:test-live`, execute comprehensive test plan:
+
+## Tool Testing Priority
+
+### **Tier 1: Critical Core (Always Test)**
+1. **write_note** - Foundation of all knowledge creation
+2. **read_note** - Primary knowledge retrieval mechanism  
+3. **search_notes** - Essential for finding information
+4. **edit_note** - Core content modification capability
+5. **list_memory_projects** - Project discovery and status
+6. **switch_project** - Context switching for multi-project workflows
+
+### **Tier 2: Important Workflows (Usually Test)**
+7. **recent_activity** - Understanding what's changed
+8. **build_context** - Conversation continuity via memory:// URLs
+9. **create_memory_project** - Essential for project setup
+10. **move_note** - Knowledge organization
+11. **sync_status** - Understanding system state
+
+### **Tier 3: Enhanced Functionality (Sometimes Test)**
+12. **view_note** - Claude Desktop artifact display
+13. **read_content** - Raw content access
+14. **delete_note** - Content removal
+15. **list_directory** - File system exploration
+16. **set_default_project** - Configuration
+17. **delete_project** - Administrative cleanup
+
+### **Tier 4: Specialized (Rarely Test)**
+18. **canvas** - Obsidian visualization (specialized use case)
+19. **MCP Prompts** - Enhanced UX tools (ai_assistant_guide, continue_conversation)
 
 ### Pre-Test Setup
 
@@ -22,7 +56,13 @@ When the user runs `/project:test-live`, execute comprehensive testing following
    - Check version and confirm it's the expected release
    - Test MCP connection and tool availability
 
-2. **Test Project Creation**
+2. **Recent Changes Analysis** (if phase includes 'recent' or 'all')
+   - Run `git log --oneline -20` to examine recent commits
+   - Identify new features, bug fixes, and enhancements
+   - Generate targeted test scenarios for recent changes
+   - Prioritize regression testing for recently fixed issues
+
+3. **Test Project Creation**
 
 Run the bash `date` command to get the current date/time. 
 
@@ -34,83 +74,158 @@ Run the bash `date` command to get the current date/time.
 
 Make sure to switch to the newly created project with the `switch_project()` tool.
 
-3. **Baseline Documentation**
+4. **Baseline Documentation**
    Create initial test session note with:
    - Test environment details
    - Version being tested
+   - Recent changes identified (if applicable)
    - Test objectives and scope
    - Start timestamp
 
-### Phase 1: Core Functionality Validation
+### Phase 0: Recent Changes Validation (if 'recent' or 'all' phase)
 
-Test all fundamental MCP tools systematically:
+Based on recent commit analysis, create targeted test scenarios:
 
-**write_note Tests:**
-- Basic note creation with various content types
-- Frontmatter handling (tags, custom fields)
-- Special characters in titles and content
-- Unicode and emoji support
-- Empty notes and minimal content
+**Recent Changes Test Protocol:**
+1. **Feature Addition Tests** - For each new feature identified:
+   - Test basic functionality
+   - Test integration with existing tools
+   - Verify documentation accuracy
+   - Test edge cases and error handling
 
-**read_note Tests:**
-- Read by title, permalink, memory:// URLs
-- Non-existent notes (error handling)
-- Notes with complex formatting
-- Performance with large notes
+2. **Bug Fix Regression Tests** - For each recent fix:
+   - Recreate the original problem scenario
+   - Verify the fix works as expected
+   - Test related functionality isn't broken
+   - Document the verification in test notes
 
-**view_note Tests:**
-- View notes as formatted artifacts (Claude Desktop)
-- Title extraction from frontmatter and headings
-- Unicode and emoji content in artifacts
-- Error handling for non-existent notes
-- Artifact display quality and readability
+3. **Performance/Enhancement Validation** - For optimizations:
+   - Establish baseline timing
+   - Compare with expected improvements
+   - Test under various load conditions
+   - Document performance observations
 
-**search_notes Tests:**
-- Simple text queries
-- Tag-based searches 
-- Boolean operators and complex queries
-- Empty/no results scenarios
-- Performance with growing knowledge base
+**Example Recent Changes (Update based on actual git log):**
+- Watch Service Restart (#156): Test project creation → file modification → automatic restart
+- Cross-Project Moves (#161): Test move_note with cross-project detection
+- Docker Environment Support (#174): Test BASIC_MEMORY_HOME behavior
+- MCP Server Logging (#164): Verify log level configurations
 
-**Recent Activity Tests:**
-- Various timeframes ("today", "1 week", "1d")
-- Type filtering (if available)
-- Empty project scenarios
-- Performance with many recent changes
+### Phase 1: Core Functionality Validation (Tier 1 Tools)
 
-**Context Building Tests:**
-- Different depth levels (1, 2, 3+)
-- Various timeframes
-- Relation traversal accuracy
-- Performance with complex graphs
+Test essential MCP tools that form the foundation of Basic Memory:
 
-### Phase 2: v0.13.0 Feature Deep Dive
+**1. write_note Tests (Critical):**
+- ✅ Basic note creation with frontmatter
+- ✅ Special characters and Unicode in titles
+- ✅ Various content types (lists, headings, code blocks)
+- ✅ Empty notes and minimal content edge cases
+- ⚠️ Error handling for invalid parameters
 
-**Project Management:**
-- Create multiple projects dynamically
-- Switch between projects mid-conversation  
-- Cross-project operations
-- Project discovery and status
-- Default project behavior
-- Invalid project handling
+**2. read_note Tests (Critical):**
+- ✅ Read by title, permalink, memory:// URLs
+- ✅ Non-existent notes (error handling)
+- ✅ Notes with complex markdown formatting
+- ⚠️ Performance with large notes (>10MB)
 
-**Advanced Note Editing:**
-- `edit_note` with append operations
-- Prepend operations
-- Find/replace with validation
-- Section replacement under headers
-- Error scenarios (invalid operations)
-- Frontmatter preservation
+**3. search_notes Tests (Critical):**
+- ✅ Simple text queries across content
+- ✅ Tag-based searches with multiple tags
+- ✅ Boolean operators (AND, OR, NOT)
+- ✅ Empty/no results scenarios
+- ⚠️ Performance with 100+ notes
 
-**File Management:**
-- `move_note` within same project
-- Move between projects
-- Automatic folder creation
-- Special characters in paths
-- Database consistency validation
-- Search index updates after moves
+**4. edit_note Tests (Critical):**
+- ✅ Append operations preserving frontmatter
+- ✅ Prepend operations
+- ✅ Find/replace with validation
+- ✅ Section replacement under headers
+- ⚠️ Error scenarios (invalid operations)
 
-### Phase 3: Edge Case Exploration
+**5. list_memory_projects Tests (Critical):**
+- ✅ Display all projects with status indicators
+- ✅ Current and default project identification
+- ✅ Empty project list handling
+- ✅ Project metadata accuracy
+
+**6. switch_project Tests (Critical):**
+- ✅ Switch between existing projects
+- ✅ Context preservation during switch
+- ⚠️ Invalid project name handling
+- ✅ Confirmation of successful switch
+
+### Phase 2: Important Workflows (Tier 2 Tools)
+
+**7. recent_activity Tests (Important):**
+- ✅ Various timeframes ("today", "1 week", "1d")
+- ✅ Type filtering capabilities
+- ✅ Empty project scenarios
+- ⚠️ Performance with many recent changes
+
+**8. build_context Tests (Important):**
+- ✅ Different depth levels (1, 2, 3+)
+- ✅ Various timeframes for context
+- ✅ memory:// URL navigation
+- ⚠️ Performance with complex relation graphs
+
+**9. create_memory_project Tests (Important):**
+- ✅ Create projects dynamically
+- ✅ Set default during creation
+- ✅ Path validation and creation
+- ⚠️ Invalid paths and names
+- ✅ Integration with existing projects
+
+**10. move_note Tests (Important):**
+- ✅ Move within same project
+- ✅ Cross-project moves with detection (#161)
+- ✅ Automatic folder creation
+- ✅ Database consistency validation
+- ⚠️ Special characters in paths
+
+**11. sync_status Tests (Important):**
+- ✅ Background operation monitoring
+- ✅ File synchronization status
+- ✅ Project sync state reporting
+- ⚠️ Error state handling
+
+### Phase 3: Enhanced Functionality (Tier 3 Tools)
+
+**12. view_note Tests (Enhanced):**
+- ✅ Claude Desktop artifact display
+- ✅ Title extraction from frontmatter
+- ✅ Unicode and emoji content rendering
+- ⚠️ Error handling for non-existent notes
+
+**13. read_content Tests (Enhanced):**
+- ✅ Raw file content access
+- ✅ Binary file handling
+- ✅ Image file reading
+- ⚠️ Large file performance
+
+**14. delete_note Tests (Enhanced):**
+- ✅ Single note deletion
+- ✅ Database consistency after deletion
+- ⚠️ Non-existent note handling
+- ✅ Confirmation of successful deletion
+
+**15. list_directory Tests (Enhanced):**
+- ✅ Directory content listing
+- ✅ Depth control and filtering
+- ✅ File name globbing
+- ⚠️ Empty directory handling
+
+**16. set_default_project Tests (Enhanced):**
+- ✅ Change default project
+- ✅ Configuration persistence
+- ⚠️ Invalid project handling
+
+**17. delete_project Tests (Enhanced):**
+- ✅ Project removal from config
+- ✅ Database cleanup
+- ⚠️ Default project protection
+- ⚠️ Non-existent project handling
+
+### Phase 4: Edge Case Exploration
 
 **Boundary Testing:**
 - Very long titles and content (stress limits)
@@ -134,7 +249,7 @@ Test all fundamental MCP tools systematically:
 - Rapid successive operations
 - Memory usage monitoring
 
-### Phase 4: Real-World Workflow Scenarios
+### Phase 5: Real-World Workflow Scenarios
 
 **Meeting Notes Pipeline:**
 1. Create meeting notes with action items
@@ -164,7 +279,35 @@ Test all fundamental MCP tools systematically:
 4. Update content with edit operations
 5. Validate knowledge graph integrity
 
-### Phase 5: Creative Stress Testing
+### Phase 6: Specialized Tools Testing (Tier 4)
+
+**18. canvas Tests (Specialized):**
+- ✅ JSON Canvas generation
+- ✅ Node and edge creation
+- ✅ Obsidian compatibility
+- ⚠️ Complex graph handling
+
+**19. MCP Prompts Tests (Specialized):**
+- ✅ ai_assistant_guide output
+- ✅ continue_conversation functionality
+- ✅ Formatted search results
+- ✅ Enhanced activity reports
+
+### Phase 7: Integration & File Watching Tests
+
+**File System Integration:**
+- ✅ Watch service behavior with file changes
+- ✅ Project creation → watch restart (#156)
+- ✅ Multi-project synchronization
+- ⚠️ MCP→API→DB→File stack validation
+
+**Real Integration Testing:**
+- ✅ End-to-end file watching vs manual operations
+- ✅ Cross-session persistence
+- ✅ Database consistency across operations
+- ⚠️ Performance under real file system changes
+
+### Phase 8: Creative Stress Testing
 
 **Creative Exploration:**
 - Rapid project creation/switching patterns
@@ -180,6 +323,26 @@ Test all fundamental MCP tools systematically:
 - Complex boolean search expressions
 - Resource constraint testing
 
+## Test Execution Guidelines
+
+### Quick Testing (core/features phases)
+- Focus on Tier 1 tools (core) or Tier 1+2 (features)
+- Test essential functionality and common edge cases
+- Record critical issues immediately
+- Complete in 15-20 minutes
+
+### Comprehensive Testing (all phase)
+- Cover all tiers systematically
+- Include specialized tools and stress testing
+- Document performance baselines
+- Complete in 45-60 minutes
+
+### Recent Changes Focus (recent phase)
+- Analyze git log for recent commits
+- Generate targeted test scenarios
+- Focus on regression testing for fixes
+- Validate new features thoroughly
+
 ## Test Observation Format
 
 Record ALL observations immediately as Basic Memory notes:
@@ -202,14 +365,14 @@ permalink: test-session-[phase]-[timestamp]
 ## Test Results
 
 ### ✅ Successful Operations
-- [timestamp] write_note: Created note with emoji title 📝 #functionality
-- [timestamp] search_notes: Boolean query returned 23 results in 0.4s #performance  
-- [timestamp] edit_note: Append operation preserved frontmatter #reliability
+- [timestamp] ✅ write_note: Created note with emoji title 📝 #tier1 #functionality
+- [timestamp] ✅ search_notes: Boolean query returned 23 results in 0.4s #tier1 #performance  
+- [timestamp] ✅ edit_note: Append operation preserved frontmatter #tier1 #reliability
 
 ### ⚠️ Issues Discovered
-- [timestamp] move_note: Slow with deep folder paths (2.1s) #performance
-- [timestamp] search_notes: Unicode query returned unexpected results #bug
-- [timestamp] project switch: Context lost for memory:// URLs #issue
+- [timestamp] ⚠️ move_note: Slow with deep folder paths (2.1s) #tier2 #performance
+- [timestamp] 🚨 search_notes: Unicode query returned unexpected results #tier1 #bug #critical
+- [timestamp] ⚠️ build_context: Context lost for memory:// URLs #tier2 #issue
 
 ### 🚀 Enhancements Identified
 - edit_note could benefit from preview mode #ux-improvement
@@ -353,24 +516,44 @@ For each error discovered:
    - Create comprehensive summary report
    - Generate development recommendations
 
+## Testing Success Criteria
+
+### Core Testing (Tier 1) - Must Pass
+- All 6 critical tools function correctly
+- No critical bugs in essential workflows
+- Acceptable performance for basic operations
+- Error handling works as expected
+
+### Feature Testing (Tier 1+2) - Should Pass
+- All 11 core + important tools function
+- Workflow scenarios complete successfully
+- Performance meets baseline expectations
+- Integration points work correctly
+
+### Comprehensive Testing (All Tiers) - Complete Coverage
+- All tools tested across all scenarios
+- Edge cases and stress testing completed
+- Performance baselines established
+- Full documentation of issues and enhancements
+
 ## Expected Outcomes
 
 **System Validation:**
-- v0.13.0 feature verification in real usage
-- Edge case discovery beyond unit tests
+- Feature verification prioritized by tier importance
+- Recent changes validated for regression
 - Performance baseline establishment
-- Bug identification with reproduction cases
+- Bug identification with severity assessment
 
 **Knowledge Base Creation:**
-- Comprehensive testing documentation
+- Prioritized testing documentation
 - Real usage examples for user guides
-- Edge case scenarios for future testing
+- Recent changes validation records
 - Performance insights for optimization
 
 **Development Insights:**
-- Prioritized bug fix list
+- Tier-based bug priority list
+- Recent changes impact assessment
 - Enhancement ideas from real usage
-- Architecture validation results
 - User experience improvement areas
 
 ## Post-Test Deliverables
@@ -402,9 +585,11 @@ For each error discovered:
    - Add performance benchmarks and targets
 
 ## Context
-- Uses installed basic-memory version (not development)
+- Uses real installed basic-memory version 
 - Tests complete MCP→API→DB→File stack
 - Creates living documentation in Basic Memory itself
 - Follows integration over isolation philosophy
+- Prioritizes testing by tool importance and usage frequency
+- Adapts to recent development changes dynamically
 - Focuses on real usage patterns over checklist validation
-- Generates actionable insights for development team
+- Generates actionable insights prioritized by impact

.github/workflows/claude.yml

@@ -111,4 +111,4 @@ jobs:
         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
+          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, mcp__web_search

.github/workflows/release.yml

@@ -57,6 +57,8 @@ jobs:
     name: Update Homebrew Formula
     needs: release
     runs-on: ubuntu-latest
+    # Only run for stable releases (not dev, beta, or rc versions)
+    if: ${{ !contains(github.ref_name, 'dev') && !contains(github.ref_name, 'b') && !contains(github.ref_name, 'rc') }}
     permissions:
       contents: write
       actions: read
@@ -80,3 +82,4 @@ jobs:
         env:
           # Personal Access Token with repo scope for homebrew-basic-memory repo
           COMMITTER_TOKEN: ${{ secrets.HOMEBREW_TOKEN }}
+

.mcp.json

@@ -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"
-      ]
-    }
-  }
-}

CHANGELOG.md

@@ -1,56 +1,184 @@
 # CHANGELOG
 
-## v0.13.8 (2025-06-20)
-
-### Features
-
-- **Docker Container Support** - Complete Docker integration with volume mounting for Obsidian directories
-  ([`3269a2f`](https://github.com/basicmachines-co/basic-memory/commit/3269a2f33a7595f6d9e5207924062e2542f46759))
-  - Docker Compose configuration for easy deployment
-  - Volume mounting for persistent data and Obsidian integration
-  - Comprehensive Docker documentation and setup guides
-  - Streamlined container-based workflow
+## v0.14.2 (2025-07-03)
 
 ### Bug Fixes
 
-- **#151**: Fix reset command project configuration persistence issue
-  ([`af44941`](https://github.com/basicmachines-co/basic-memory/commit/af44941d5aa57b5ad7fcc6af4ed700f49bdb6d4d))
-  - Reset command now properly clears project configuration from `~/.basic-memory/config.json`
-  - Eliminates issue where projects would be recreated after database reset
-  - Ensures clean slate when resetting Basic Memory installation
+- **#204**: Fix MCP Error with MCP-Hub integration
+  ([`3621bb7`](https://github.com/basicmachines-co/basic-memory/commit/3621bb7b4d6ac12d892b18e36bb8f7c9101c7b10))
+  - Resolve compatibility issues with MCP-Hub
+  - Improve error handling in project management tools
+  - Ensure stable MCP tool integration across different environments
 
-- **#148**: Resolve project state inconsistency between MCP and CLI
-  ([`35e4f73`](https://github.com/basicmachines-co/basic-memory/commit/35e4f73ae8a65501da4d48258ed702f957184c92))
-  - Fix "Project not found" errors when switching default projects
-  - MCP session now automatically refreshes when project configuration changes
-  - Eliminates need to restart MCP server after project operations
-  - Ensures consistent project state across CLI and MCP interfaces
+- **Modernize datetime handling and suppress SQLAlchemy warnings**
+  ([`f80ac0e`](https://github.com/basicmachines-co/basic-memory/commit/f80ac0e3e74b7a737a7fc7b956b5c1d61b0c67b8))
+  - Replace deprecated `datetime.utcnow()` with timezone-aware alternatives
+  - Suppress SQLAlchemy deprecation warnings for cleaner output
+  - Improve future compatibility with Python datetime best practices
 
-- **FastMCP Compatibility** - Resolve deprecation warnings for FastMCP integration
-  ([`7be001c`](https://github.com/basicmachines-co/basic-memory/commit/7be001ca6834b3344bb6160cbe537b36bcbaa579))
-  - Update FastMCP usage patterns to eliminate deprecation warnings
-  - Improve future compatibility with FastMCP library updates
-  - Clean up entity repository and service layer code
+## v0.14.1 (2025-07-03)
+
+### Bug Fixes
+
+- **#203**: Constrain fastmcp version to prevent breaking changes
+  ([`827f7cf`](https://github.com/basicmachines-co/basic-memory/commit/827f7cf86e7b84c56e7a43bb83f2e5d84a1ad8b8))
+  - Pin fastmcp to compatible version range to avoid API breaking changes
+  - Ensure stable MCP server functionality across updates
+  - Improve dependency management for production deployments
+
+- **#190**: Fix Problems with MCP integration  
+  ([`bd4f551`](https://github.com/basicmachines-co/basic-memory/commit/bd4f551a5bb0b7b4d3a5b04de70e08987c6ab2f9))
+  - Resolve MCP server initialization and communication issues
+  - Improve error handling and recovery in MCP operations
+  - Enhance stability for AI assistant integrations
+
+### Features
+
+- **Add Cursor IDE integration button** - One-click setup for Cursor IDE users
+  ([`5360005`](https://github.com/basicmachines-co/basic-memory/commit/536000512294d66090bf87abc8014f4dfc284310))
+  - Direct installation button for Cursor IDE in README
+  - Streamlined setup process for Cursor users
+  - Enhanced developer experience for AI-powered coding
+
+- **Add Homebrew installation instructions** - Official Homebrew tap support
+  ([`39f811f`](https://github.com/basicmachines-co/basic-memory/commit/39f811f8b57dd998445ae43537cd492c680b2e11))
+  - Official Homebrew formula in basicmachines-co/basic-memory tap
+  - Simplified installation process for macOS users
+  - Package manager integration for easier dependency management
+
+## v0.14.0 (2025-06-26)
+
+### Features
+
+- **Docker Container Registry Migration** - Switch from Docker Hub to GitHub Container Registry for better security and integration  
+  ([`616c1f0`](https://github.com/basicmachines-co/basic-memory/commit/616c1f0710da59c7098a5f4843d4f017877ff7b2))
+  - Automated Docker image publishing via GitHub Actions CI/CD pipeline
+  - Enhanced container security with GitHub's integrated vulnerability scanning
+  - Streamlined container deployment workflow for production environments
+
+- **Enhanced Search Documentation** - Comprehensive search syntax examples for improved user experience
+  ([`a589f8b`](https://github.com/basicmachines-co/basic-memory/commit/a589f8b894e78cce01eb25656856cfea8785fbbf))
+  - Detailed examples for Boolean search operators (AND, OR, NOT)
+  - Advanced search patterns including phrase matching and field-specific queries
+  - User-friendly documentation for complex search scenarios
+
+- **Cross-Project File Management** - Intelligent move operations with project boundary detection
+  ([`db5ef7d`](https://github.com/basicmachines-co/basic-memory/commit/db5ef7d35cc0894309c7a57b5741c9dd978526d4))
+  - Automatic detection of cross-project move attempts with helpful guidance
+  - Clear error messages when attempting unsupported cross-project operations
+
+### Bug Fixes
+
+- **#184**: Preserve permalinks when editing notes without frontmatter permalinks
+  ([`c2f4b63`](https://github.com/basicmachines-co/basic-memory/commit/c2f4b632cf04921b1a3c2f0d43831b80c519cb31))
+  - Fix permalink preservation during note editing operations
+  - Ensure consistent permalink handling across different note formats
+  - Maintain note identity and searchability during incremental edits
+
+- **#183**: Implement project-specific sync status checks for MCP tools
+  ([`12b5152`](https://github.com/basicmachines-co/basic-memory/commit/12b51522bc953fca117fc5bc01fcb29c6ca7e13c))
+  - Fix sync status reporting to correctly reflect current project state
+  - Resolve inconsistencies where sync status showed global instead of project-specific information
+  - Improve project isolation for sync operations and status reporting
+
+- **#180**: Handle Boolean search syntax with hyphenated terms
+  ([`546e3cd`](https://github.com/basicmachines-co/basic-memory/commit/546e3cd8db98b74f746749d41887f8a213cd0b11))
+  - Fix search parsing issues with hyphenated terms in Boolean queries
+  - Improve search query tokenization for complex term structures
+  - Enhanced search reliability for technical documentation and multi-word concepts
+
+- **#174**: Respect BASIC_MEMORY_HOME environment variable in Docker containers
+  ([`9f1db23`](https://github.com/basicmachines-co/basic-memory/commit/9f1db23c78d4648e2c242ad1ee27eed85e3f3b5d))
+  - Fix Docker container configuration to properly honor custom home directory settings
+  - Improve containerized deployment flexibility with environment variable support
+  - Ensure consistent behavior between local and containerized installations
+
+- **#168**: Scope entity queries by project_id in upsert_entity method
+  ([`2a3adc1`](https://github.com/basicmachines-co/basic-memory/commit/2a3adc109a3e4d7ccd65cae4abf63d9bb2338326))
+  - Fix entity isolation issues in multi-project setups
+  - Prevent cross-project entity conflicts during database operations
+  - Strengthen project boundary enforcement at the database level
+
+- **#166**: Handle None from_entity in Context API RelationSummary
+  ([`8a065c3`](https://github.com/basicmachines-co/basic-memory/commit/8a065c32f4e41613207d29aafc952a56e3a52241))
+  - Fix null pointer exceptions in relation processing
+  - Improve error handling for incomplete relation data
+  - Enhanced stability for knowledge graph traversal operations
+
+- **#164**: Remove log level configuration from mcp_server.run()
+  ([`224e4bf`](https://github.com/basicmachines-co/basic-memory/commit/224e4bf9e4438c44a82ffc21bd1a282fe9087690))
+  - Simplify MCP server startup by removing redundant log level settings
+  - Fix potential logging configuration conflicts
+  - Streamline server initialization process
+
+- **#162**: Ensure permalinks are generated for entities with null permalinks during move operations
+  ([`f506507`](https://github.com/basicmachines-co/basic-memory/commit/f50650763dbd4322c132e4bdc959ce4bf074374b))
+  - Fix move operations for entities without existing permalinks
+  - Automatic permalink generation during file move operations
+  - Maintain database consistency during file reorganization
 
 ### Technical Improvements
 
-- **Comprehensive Integration Testing** - New test suites for critical user workflows
-  - Full integration tests for database reset functionality
-  - End-to-end project state synchronization testing
-  - Real MCP client-server communication validation
-  - Direct config file validation without complex mocking
+- **Comprehensive Test Coverage** - Extensive test suites for new features and edge cases
+  - Enhanced test coverage for project-specific sync status functionality
+  - Additional test scenarios for search syntax validation and edge cases
+  - Integration tests for Docker CI workflow and container publishing
+  - Comprehensive move operations testing with project boundary validation
 
-- **Code Quality** - Enhanced error handling and validation
-  - Improved project state management across system components
-  - Better session refresh patterns for configuration changes
-  - Streamlined Docker setup with reduced image size
+- **Docker CI/CD Pipeline** - Production-ready automated container publishing
+  ([`74847cc`](https://github.com/basicmachines-co/basic-memory/commit/74847cc3807b0c6ed511e0d83e0d560e9f07ec44))
+  - Automated Docker image building and publishing on release
+  - Multi-architecture container support for AMD64 and ARM64 platforms
+  - Integrated security scanning and vulnerability assessments
+  - Streamlined deployment pipeline for production environments
 
-### Documentation
+- **Release Process Improvements** - Enhanced automation and quality gates
+  ([`a52ce1c`](https://github.com/basicmachines-co/basic-memory/commit/a52ce1c8605ec2cd450d1f909154172cbc30faa2))
+  - Homebrew formula updates limited to stable releases only
+  - Improved release automation with better quality control
+  - Enhanced CI/CD pipeline reliability and error handling
 
-- **Docker Integration Guide** - Complete documentation for container deployment
-  - Step-by-step Docker Compose setup instructions
-  - Volume mounting configuration for Obsidian workflows
-  - Container-based development environment setup
+- **Code Quality Enhancements** - Improved error handling and validation
+  - Better null safety in entity and relation processing
+  - Enhanced project isolation validation throughout the codebase
+  - Improved error messages and user guidance for edge cases
+  - Strengthened database consistency guarantees across operations
+
+### Infrastructure
+
+- **GitHub Container Registry Integration** - Modern container infrastructure
+  - Migration from Docker Hub to GitHub Container Registry (ghcr.io)
+  - Improved security with integrated vulnerability scanning
+  - Better integration with GitHub-based development workflow
+  - Enhanced container versioning and artifact management
+
+- **Enhanced CI/CD Workflows** - Robust automated testing and deployment
+  - Automated Docker image publishing on releases
+  - Comprehensive test coverage validation before deployment
+  - Multi-platform container building and publishing
+  - Integration with GitHub's security and monitoring tools
+
+### Migration Guide
+
+This release includes several behind-the-scenes improvements and fixes. All changes are backward compatible:
+
+- **Docker Users**: Container images now served from `ghcr.io/basicmachines-co/basic-memory` instead of Docker Hub
+- **Search Users**: Enhanced search syntax handling - existing queries continue to work unchanged
+- **Multi-Project Users**: Improved project isolation - all existing projects remain fully functional
+- **All Users**: Enhanced stability and error handling - no breaking changes to existing workflows
+
+### Installation
+
+```bash
+# Latest stable release
+uv tool install basic-memory
+
+# Update existing installation  
+uv tool upgrade basic-memory
+
+# Docker (new registry)
+docker pull ghcr.io/basicmachines-co/basic-memory:latest
+```
 
 ## v0.13.7 (2025-06-19)
 

CLAUDE.md

@@ -236,7 +236,9 @@ Basic Memory uses `uv-dynamic-versioning` for automatic version management based
 - Create version tag: `git tag v0.13.0 && git push origin v0.13.0`
 
 #### Homebrew Formula Updates
-- Automatically triggered after successful PyPI release
+- Automatically triggered after successful PyPI release for **stable releases only**
+- **Stable releases** (e.g., v0.13.7) automatically update the main `basic-memory` formula
+- **Pre-releases** (dev/beta/rc) are NOT automatically updated - users must specify version manually
 - Updates formula in `basicmachines-co/homebrew-basic-memory` repo
 - Requires `HOMEBREW_TOKEN` secret in GitHub repository settings:
   - Create a fine-grained Personal Access Token with `Contents: Read and Write` and `Actions: Read` scopes on `basicmachines-co/homebrew-basic-memory`

README.md

@@ -33,6 +33,10 @@ https://github.com/user-attachments/assets/a55d8238-8dd0-454a-be4c-8860dbbd0ddc
 # Install with uv (recommended)
 uv tool install basic-memory
 
+# or with Homebrew
+brew tap basicmachines-co/basic-memory
+brew install basic-memory
+
 # Configure Claude Desktop (edit ~/Library/Application Support/Claude/claude_desktop_config.json)
 # Add this to your config:
 {
@@ -66,6 +70,13 @@ npx -y @smithery/cli install @basicmachines-co/basic-memory --client claude
 
 This installs and configures Basic Memory without requiring manual edits to the Claude Desktop configuration file. Note: The Smithery installation uses their hosted MCP server, while your data remains stored locally as Markdown files.
 
+### Add to Cursor
+
+Once you have installed Basic Memory revisit this page for the 1-click installer for Cursor:
+
+[![Install MCP Server](https://cursor.com/deeplink/mcp-install-dark.svg)](https://cursor.com/install-mcp?name=basic-memory&config=eyJjb21tYW5kIjoiL1VzZXJzL2RyZXcvLmxvY2FsL2Jpbi91dnggYmFzaWMtbWVtb3J5IG1jcCJ9)
+
+
 ### Glama.ai
 
 <a href="https://glama.ai/mcp/servers/o90kttu9ym">
@@ -214,7 +225,7 @@ title: <Entity title>
 type: <The type of Entity> (e.g. note)
 permalink: <a uri slug>
 
-- <optional metadata> (such as tags) 
+- <optional metadata> (such as tags)
 ```
 
 ### Observations

justfile

@@ -17,7 +17,7 @@ test: test-unit test-int
 
 # Lint and fix code
 lint:
-    ruff check . --fix
+    uv run ruff check . --fix
 
 # Type check code
 type-check:

pyproject.toml

@@ -30,7 +30,7 @@ dependencies = [
     "alembic>=1.14.1",
     "pillow>=11.1.0",
     "pybars3>=0.9.7",
-    "fastmcp>=2.3.4",
+    "fastmcp>=2.3.4,<2.10.0",
     "pyjwt>=2.10.1",
     "python-dotenv>=1.1.0",
     "pytest-aio>=1.9.0",
@@ -123,4 +123,4 @@ omit = [
 ]
 
 [tool.logfire]
-ignore_no_config = true
+ignore_no_config = true

src/basic_memory/__init__.py

@@ -1,7 +1,7 @@
 """basic-memory - Local-first knowledge management combining Zettelkasten with knowledge graphs"""
 
 # Package version - updated by release automation
-__version__ = "0.13.7"
+__version__ = "0.14.2"
 
 # API version for FastAPI - independent of package version
 __api_version__ = "v0"

src/basic_memory/api/routers/utils.py

@@ -52,7 +52,7 @@ async def to_graph_context(
                     file_path=item.file_path,
                     permalink=item.permalink,  # pyright: ignore
                     relation_type=item.relation_type,  # pyright: ignore
-                    from_entity=from_entity.title,  # pyright: ignore
+                    from_entity=from_entity.title if from_entity else None,
                     to_entity=to_entity.title if to_entity else None,
                     created_at=item.created_at,
                 )

src/basic_memory/cli/commands/mcp.py

@@ -78,7 +78,6 @@ def mcp(
     if transport == "stdio":
         mcp_server.run(
             transport=transport,
-            log_level="INFO",
         )
     elif transport == "streamable-http" or transport == "sse":
         mcp_server.run(

src/basic_memory/config.py

@@ -45,7 +45,9 @@ class BasicMemoryConfig(BaseSettings):
     env: Environment = Field(default="dev", description="Environment name")
 
     projects: Dict[str, str] = Field(
-        default_factory=lambda: {"main": str(Path.home() / "basic-memory")},
+        default_factory=lambda: {
+            "main": str(Path(os.getenv("BASIC_MEMORY_HOME", Path.home() / "basic-memory")))
+        },
         description="Mapping of project names to their filesystem paths",
     )
     default_project: str = Field(
@@ -92,7 +94,9 @@ class BasicMemoryConfig(BaseSettings):
         """Ensure configuration is valid after initialization."""
         # Ensure main project exists
         if "main" not in self.projects:  # pragma: no cover
-            self.projects["main"] = str(Path.home() / "basic-memory")
+            self.projects["main"] = str(
+                Path(os.getenv("BASIC_MEMORY_HOME", Path.home() / "basic-memory"))
+            )
 
         # Ensure default project is valid
         if self.default_project not in self.projects:  # pragma: no cover

src/basic_memory/markdown/utils.py

@@ -38,7 +38,9 @@ def entity_model_from_markdown(
     # Update basic fields
     model.title = markdown.frontmatter.title
     model.entity_type = markdown.frontmatter.type
-    model.permalink = markdown.frontmatter.permalink
+    # Only update permalink if it exists in frontmatter, otherwise preserve existing
+    if markdown.frontmatter.permalink is not None:
+        model.permalink = markdown.frontmatter.permalink
     model.file_path = str(file_path)
     model.content_type = "text/markdown"
     model.created_at = markdown.created

src/basic_memory/mcp/auth_provider.py

@@ -1,7 +1,7 @@
 """OAuth authentication provider for Basic Memory MCP server."""
 
 import secrets
-from datetime import datetime, timedelta
+from datetime import datetime, timedelta, timezone
 from typing import Dict, Optional
 
 import jwt
@@ -92,7 +92,7 @@ class BasicMemoryOAuthProvider(
         self.authorization_codes[auth_code] = BasicMemoryAuthorizationCode(
             code=auth_code,
             scopes=params.scopes or [],
-            expires_at=(datetime.utcnow() + timedelta(minutes=10)).timestamp(),
+            expires_at=(datetime.now(timezone.utc) + timedelta(minutes=10)).timestamp(),
             client_id=client.client_id,
             code_challenge=params.code_challenge,
             redirect_uri=params.redirect_uri,
@@ -119,7 +119,7 @@ class BasicMemoryOAuthProvider(
 
         if code and code.client_id == client.client_id:
             # Check if expired
-            if datetime.utcnow().timestamp() > code.expires_at:
+            if datetime.now(timezone.utc).timestamp() > code.expires_at:
                 del self.authorization_codes[authorization_code]
                 return None
             return code
@@ -135,7 +135,7 @@ class BasicMemoryOAuthProvider(
         refresh_token = secrets.token_urlsafe(32)
 
         # Store tokens
-        expires_at = (datetime.utcnow() + timedelta(hours=1)).timestamp()
+        expires_at = (datetime.now(timezone.utc) + timedelta(hours=1)).timestamp()
 
         self.access_tokens[access_token] = BasicMemoryAccessToken(
             token=access_token,
@@ -187,7 +187,7 @@ class BasicMemoryOAuthProvider(
         new_refresh_token = secrets.token_urlsafe(32)
 
         # Store new tokens
-        expires_at = (datetime.utcnow() + timedelta(hours=1)).timestamp()
+        expires_at = (datetime.now(timezone.utc) + timedelta(hours=1)).timestamp()
 
         self.access_tokens[new_access_token] = BasicMemoryAccessToken(
             token=new_access_token,
@@ -220,7 +220,7 @@ class BasicMemoryOAuthProvider(
 
         if access_token:
             # Check if expired
-            if access_token.expires_at and datetime.utcnow().timestamp() > access_token.expires_at:
+            if access_token.expires_at and datetime.now(timezone.utc).timestamp() > access_token.expires_at:
                 logger.debug("Token found in memory but expired, removing")
                 del self.access_tokens[token]
                 return None
@@ -262,8 +262,8 @@ class BasicMemoryOAuthProvider(
             "iss": self.issuer_url,
             "sub": client_id,
             "aud": "basic-memory",
-            "exp": datetime.utcnow() + timedelta(hours=1),
-            "iat": datetime.utcnow(),
+            "exp": datetime.now(timezone.utc) + timedelta(hours=1),
+            "iat": datetime.now(timezone.utc),
             "scopes": scopes,
         }
 

src/basic_memory/mcp/supabase_auth_provider.py

@@ -3,7 +3,7 @@
 import os
 import secrets
 from dataclasses import dataclass
-from datetime import datetime, timedelta
+from datetime import datetime, timedelta, timezone
 from typing import Optional, Dict, Any
 
 import httpx
@@ -123,7 +123,7 @@ class SupabaseOAuthProvider(
         self.pending_auth_codes[state] = SupabaseAuthorizationCode(
             code=state,
             scopes=params.scopes or [],
-            expires_at=(datetime.utcnow() + timedelta(minutes=10)).timestamp(),
+            expires_at=(datetime.now(timezone.utc) + timedelta(minutes=10)).timestamp(),
             client_id=client.client_id,
             code_challenge=params.code_challenge,
             redirect_uri=params.redirect_uri,
@@ -218,7 +218,7 @@ class SupabaseOAuthProvider(
 
         if code and code.client_id == client.client_id:
             # Check expiration
-            if datetime.utcnow().timestamp() > code.expires_at:
+            if datetime.now(timezone.utc).timestamp() > code.expires_at:
                 del self.pending_auth_codes[authorization_code]
                 return None
             return code
@@ -453,8 +453,8 @@ class SupabaseOAuthProvider(
             "email": email,
             "scopes": scopes,
             "supabase_token": supabase_access_token[:10] + "...",  # Reference only
-            "exp": datetime.utcnow() + timedelta(hours=1),
-            "iat": datetime.utcnow(),
+            "exp": datetime.now(timezone.utc) + timedelta(hours=1),
+            "iat": datetime.now(timezone.utc),
         }
 
         # Use Supabase JWT secret if available

src/basic_memory/mcp/tools/__init__.py

@@ -20,24 +20,24 @@ from basic_memory.mcp.tools.edit_note import edit_note
 from basic_memory.mcp.tools.move_note import move_note
 from basic_memory.mcp.tools.sync_status import sync_status
 from basic_memory.mcp.tools.project_management import (
-    list_projects,
+    list_memory_projects,
     switch_project,
     get_current_project,
     set_default_project,
-    create_project,
+    create_memory_project,
     delete_project,
 )
 
 __all__ = [
     "build_context",
     "canvas",
-    "create_project",
+    "create_memory_project",
     "delete_note",
     "delete_project",
     "edit_note",
     "get_current_project",
     "list_directory",
-    "list_projects",
+    "list_memory_projects",
     "move_note",
     "read_content",
     "read_note",

src/basic_memory/mcp/tools/build_context.py

@@ -82,10 +82,15 @@ async def build_context(
     logger.info(f"Building context from {url}")
     # URL is already validated and normalized by MemoryUrl type annotation
 
+    # Get the active project first to check project-specific sync status
+    active_project = get_active_project(project)
+
     # Check migration status and wait briefly if needed
     from basic_memory.mcp.tools.utils import wait_for_migration_or_return_status
 
-    migration_status = await wait_for_migration_or_return_status(timeout=5.0)
+    migration_status = await wait_for_migration_or_return_status(
+        timeout=5.0, project_name=active_project.name
+    )
     if migration_status:  # pragma: no cover
         # Return a proper GraphContext with status message
         from basic_memory.schemas.memory import MemoryMetadata
@@ -102,8 +107,6 @@ async def build_context(
                 uri=migration_status,  # Include status in metadata
             ),
         )
-
-    active_project = get_active_project(project)
     project_url = active_project.project_url
 
     response = await call_get(

src/basic_memory/mcp/tools/move_note.py

@@ -7,9 +7,155 @@ from loguru import logger
 
 from basic_memory.mcp.async_client import client
 from basic_memory.mcp.server import mcp
-from basic_memory.mcp.tools.utils import call_post
+from basic_memory.mcp.tools.utils import call_post, call_get
 from basic_memory.mcp.project_session import get_active_project
 from basic_memory.schemas import EntityResponse
+from basic_memory.schemas.project_info import ProjectList
+
+
+async def _detect_cross_project_move_attempt(
+    identifier: str, destination_path: str, current_project: str
+) -> Optional[str]:
+    """Detect potential cross-project move attempts and return guidance.
+
+    Args:
+        identifier: The note identifier being moved
+        destination_path: The destination path
+        current_project: The current active project
+
+    Returns:
+        Error message with guidance if cross-project move is detected, None otherwise
+    """
+    try:
+        # Get list of all available projects to check against
+        response = await call_get(client, "/projects/projects")
+        project_list = ProjectList.model_validate(response.json())
+        project_names = [p.name.lower() for p in project_list.projects]
+
+        # Check if destination path contains any project names
+        dest_lower = destination_path.lower()
+        path_parts = dest_lower.split("/")
+
+        # Look for project names in the destination path
+        for part in path_parts:
+            if part in project_names and part != current_project.lower():
+                # Found a different project name in the path
+                matching_project = next(
+                    p.name for p in project_list.projects if p.name.lower() == part
+                )
+                return _format_cross_project_error_response(
+                    identifier, destination_path, current_project, matching_project
+                )
+
+        # Check if the destination path looks like it might be trying to reference another project
+        # (e.g., contains common project-like patterns)
+        if any(keyword in dest_lower for keyword in ["project", "workspace", "repo"]):
+            # This might be a cross-project attempt, but we can't be sure
+            # Return a general guidance message
+            available_projects = [
+                p.name for p in project_list.projects if p.name != current_project
+            ]
+            if available_projects:
+                return _format_potential_cross_project_guidance(
+                    identifier, destination_path, current_project, available_projects
+                )
+
+    except Exception as e:
+        # If we can't detect, don't interfere with normal error handling
+        logger.debug(f"Could not check for cross-project move: {e}")
+        return None
+
+    return None
+
+
+def _format_cross_project_error_response(
+    identifier: str, destination_path: str, current_project: str, target_project: str
+) -> str:
+    """Format error response for detected cross-project move attempts."""
+    return dedent(f"""
+        # Move Failed - Cross-Project Move Not Supported
+        
+        Cannot move '{identifier}' to '{destination_path}' because it appears to reference a different project ('{target_project}').
+        
+        **Current project:** {current_project}
+        **Target project:** {target_project}
+        
+        ## Cross-project moves are not supported directly
+        
+        Notes can only be moved within the same project. To move content between projects, use this workflow:
+        
+        ### Recommended approach:
+        ```
+        # 1. Read the note content from current project
+        read_note("{identifier}")
+        
+        # 2. Switch to the target project
+        switch_project("{target_project}")
+        
+        # 3. Create the note in the target project
+        write_note("Note Title", "content from step 1", "target-folder")
+        
+        # 4. Switch back to original project (optional)
+        switch_project("{current_project}")
+        
+        # 5. Delete the original note if desired
+        delete_note("{identifier}")
+        ```
+        
+        ### Alternative: Stay in current project
+        If you want to move the note within the **{current_project}** project only:
+        ```
+        move_note("{identifier}", "new-folder/new-name.md")
+        ```
+        
+        ## Available projects:
+        Use `list_projects()` to see all available projects and `switch_project("project-name")` to change projects.
+        """).strip()
+
+
+def _format_potential_cross_project_guidance(
+    identifier: str, destination_path: str, current_project: str, available_projects: list[str]
+) -> str:
+    """Format guidance for potentially cross-project moves."""
+    other_projects = ", ".join(available_projects[:3])  # Show first 3 projects
+    if len(available_projects) > 3:
+        other_projects += f" (and {len(available_projects) - 3} others)"
+
+    return dedent(f"""
+        # Move Failed - Check Project Context
+        
+        Cannot move '{identifier}' to '{destination_path}' within the current project '{current_project}'.
+        
+        ## If you intended to move within the current project:
+        The destination path should be relative to the project root:
+        ```
+        move_note("{identifier}", "folder/filename.md")
+        ```
+        
+        ## If you intended to move to a different project:
+        Cross-project moves require switching projects first. Available projects: {other_projects}
+        
+        ### To move to another project:
+        ```
+        # 1. Read the content
+        read_note("{identifier}")
+        
+        # 2. Switch to target project
+        switch_project("target-project-name")
+        
+        # 3. Create note in target project
+        write_note("Title", "content", "folder")
+        
+        # 4. Switch back and delete original if desired
+        switch_project("{current_project}")
+        delete_note("{identifier}")
+        ```
+        
+        ### To see all projects:
+        ```
+        list_projects()
+        ```
+        """).strip()
 
 
 def _format_move_error_response(error_message: str, identifier: str, destination_path: str) -> str:
@@ -258,6 +404,14 @@ async def move_note(
     active_project = get_active_project(project)
     project_url = active_project.project_url
 
+    # Check for potential cross-project move attempts
+    cross_project_error = await _detect_cross_project_move_attempt(
+        identifier, destination_path, active_project.name
+    )
+    if cross_project_error:
+        logger.info(f"Detected cross-project move attempt: {identifier} -> {destination_path}")
+        return cross_project_error
+
     try:
         # Prepare move request
         move_data = {

src/basic_memory/mcp/tools/project_management.py

@@ -5,6 +5,7 @@ and manage project context during conversations.
 """
 
 from textwrap import dedent
+from typing import Optional
 
 from fastmcp import Context
 from loguru import logger
@@ -19,7 +20,9 @@ from basic_memory.utils import generate_permalink
 
 
 @mcp.tool("list_memory_projects")
-async def list_projects(ctx: Context | None = None) -> str:
+async def list_memory_projects(
+    ctx: Context | None = None, _compatibility: Optional[str] = None
+) -> str:
     """List all available projects with their status.
 
     Shows all Basic Memory projects that are available, indicating which one
@@ -29,7 +32,7 @@ async def list_projects(ctx: Context | None = None) -> str:
         Formatted list of projects with status indicators
 
     Example:
-        list_projects()
+        list_memory_projects()
     """
     if ctx:  # pragma: no cover
         await ctx.info("Listing all available projects")
@@ -144,13 +147,13 @@ async def switch_project(project_name: str, ctx: Context | None = None) -> str:
             Your session remains on the previous project.
 
             ## Troubleshooting:
-            1. **Check available projects**: Use `list_projects()` to see valid project names
+            1. **Check available projects**: Use `list_memory_projects()` to see valid project names
             2. **Verify spelling**: Ensure the project name is spelled correctly
             3. **Check permissions**: Verify you have access to the requested project
             4. **Try again**: The error might be temporary
 
             ## Available options:
-            - See all projects: `list_projects()`
+            - See all projects: `list_memory_projects()`
             - Stay on current project: `get_current_project()`
             - Try different project: `switch_project("correct-project-name")`
 
@@ -159,7 +162,9 @@ async def switch_project(project_name: str, ctx: Context | None = None) -> str:
 
 
 @mcp.tool()
-async def get_current_project(ctx: Context | None = None) -> str:
+async def get_current_project(
+    ctx: Context | None = None, _compatibility: Optional[str] = None
+) -> str:
     """Show the currently active project and basic stats.
 
     Displays which project is currently active and provides basic information
@@ -231,7 +236,7 @@ async def set_default_project(project_name: str, ctx: Context | None = None) ->
 
 
 @mcp.tool("create_memory_project")
-async def create_project(
+async def create_memory_project(
     project_name: str, project_path: str, set_default: bool = False, ctx: Context | None = None
 ) -> str:
     """Create a new Basic Memory project.
@@ -248,8 +253,8 @@ async def create_project(
         Confirmation message with project details
 
     Example:
-        create_project("my-research", "~/Documents/research")
-        create_project("work-notes", "/home/user/work", set_default=True)
+        create_memory_project("my-research", "~/Documents/research")
+        create_memory_project("work-notes", "/home/user/work", set_default=True)
     """
     if ctx:  # pragma: no cover
         await ctx.info(f"Creating project: {project_name} at {project_path}")

src/basic_memory/mcp/tools/read_note.py

@@ -52,14 +52,17 @@ async def read_note(
         read_note("Meeting Notes", project="work-project")
     """
 
+    # Get the active project first to check project-specific sync status
+    active_project = get_active_project(project)
+
     # Check migration status and wait briefly if needed
     from basic_memory.mcp.tools.utils import wait_for_migration_or_return_status
 
-    migration_status = await wait_for_migration_or_return_status(timeout=5.0)
+    migration_status = await wait_for_migration_or_return_status(
+        timeout=5.0, project_name=active_project.name
+    )
     if migration_status:  # pragma: no cover
         return f"# System Status\n\n{migration_status}\n\nPlease wait for migration to complete before reading notes."
-
-    active_project = get_active_project(project)
     project_url = active_project.project_url
 
     # Get the file via REST API - first try direct permalink lookup

src/basic_memory/mcp/tools/search.py

@@ -45,13 +45,18 @@ def _format_search_error_response(error_message: str, query: str, search_type: s
             - Boolean OR: `meeting OR discussion`
             - Boolean NOT: `project NOT archived`
             - Grouped: `(project OR planning) AND notes`
+            - Exact phrases: `"weekly standup meeting"`
+            - Content-specific: `tag:example` or `category:observation`
 
             ## Try again with:
             ```
-            search_notes("INSERT_CLEAN_QUERY_HERE")
+            search_notes("{clean_query}")
             ```
 
-            Replace INSERT_CLEAN_QUERY_HERE with your simplified search terms.
+            ## Alternative search strategies:
+            - Break into simpler terms: `search_notes("{" ".join(clean_query.split()[:2])}")`
+            - Try different search types: `search_notes("{clean_query}", search_type="title")`
+            - Use filtering: `search_notes("{clean_query}", types=["entity"])`
             """).strip()
 
     # Project not found errors (check before general "not found")
@@ -85,24 +90,39 @@ def _format_search_error_response(error_message: str, query: str, search_type: s
 
             No content found matching '{query}' in the current project.
 
-            ## Suggestions to try:
+            ## Search strategy suggestions:
             1. **Broaden your search**: Try fewer or more general terms
                - Instead of: `{query}`
                - Try: `{simplified_query}`
 
-            2. **Check spelling**: Verify terms are spelled correctly
-            3. **Try different search types**:
-               - Text search: `search_notes("{query}", search_type="text")`
-               - Title search: `search_notes("{query}", search_type="title")`
-               - Permalink search: `search_notes("{query}", search_type="permalink")`
+            2. **Check spelling and try variations**:
+               - Verify terms are spelled correctly
+               - Try synonyms or related terms
 
-            4. **Use boolean operators**:
-               - Try OR search for broader results
+            3. **Use different search approaches**:
+               - **Text search**: `search_notes("{query}", search_type="text")` (searches full content)
+               - **Title search**: `search_notes("{query}", search_type="title")` (searches only titles)
+               - **Permalink search**: `search_notes("{query}", search_type="permalink")` (searches file paths)
 
-            ## Check what content exists:
-            - Recent activity: `recent_activity(timeframe="7d")`
-            - List files: `list_directory("/")`
-            - Browse by folder: `list_directory("/notes")` or `list_directory("/docs")`
+            4. **Try boolean operators for broader results**:
+               - OR search: `search_notes("{" OR ".join(query.split()[:3])}")`
+               - Remove restrictive terms: Focus on the most important keywords
+
+            5. **Use filtering to narrow scope**:
+               - By content type: `search_notes("{query}", types=["entity"])`
+               - By recent content: `search_notes("{query}", after_date="1 week")`
+               - By entity type: `search_notes("{query}", entity_types=["observation"])`
+
+            6. **Try advanced search patterns**:
+               - Tag search: `search_notes("tag:your-tag")`
+               - Category search: `search_notes("category:observation")`
+               - Pattern matching: `search_notes("*{query}*", search_type="permalink")`
+
+            ## Explore what content exists:
+            - **Recent activity**: `recent_activity(timeframe="7d")` - See what's been updated recently
+            - **List directories**: `list_directory("/")` - Browse all content
+            - **Browse by folder**: `list_directory("/notes")` or `list_directory("/docs")`
+            - **Check project**: `get_current_project()` - Verify you're in the right project
             """).strip()
 
     # Server/API errors
@@ -151,25 +171,36 @@ You don't have permission to search in the current project: {error_message}
 
 Error searching for '{query}': {error_message}
 
-## General troubleshooting:
-1. **Check your query**: Ensure it uses valid search syntax
-2. **Try simpler terms**: Use basic words without special characters
+## Troubleshooting steps:
+1. **Simplify your query**: Try basic words without special characters
+2. **Check search syntax**: Ensure boolean operators are correctly formatted
 3. **Verify project access**: Make sure you can access the current project
-4. **Check recent activity**: `recent_activity(timeframe="7d")` to see if content exists
+4. **Test with simple search**: Try `search_notes("test")` to verify search is working
 
-## Alternative approaches:
-- Browse files: `list_directory("/")`
-- Try different search type: `search_notes("{query}", search_type="title")`
-- Search with filters: `search_notes("{query}", types=["entity"])`
+## Alternative search approaches:
+- **Different search types**: 
+  - Title only: `search_notes("{query}", search_type="title")`
+  - Permalink patterns: `search_notes("{query}*", search_type="permalink")`
+- **With filters**: `search_notes("{query}", types=["entity"])`
+- **Recent content**: `search_notes("{query}", after_date="1 week")`
+- **Boolean variations**: `search_notes("{" OR ".join(query.split()[:2])}")`
 
-## Need help?
-- View recent changes: `recent_activity()`
-- List projects: `list_projects()` 
-- Check current project: `get_current_project()`"""
+## Explore your content:
+- **Browse files**: `list_directory("/")` - See all available content
+- **Recent activity**: `recent_activity(timeframe="7d")` - Check what's been updated
+- **Project info**: `get_current_project()` - Verify current project
+- **All projects**: `list_projects()` - Switch to different project if needed
+
+## Search syntax reference:
+- **Basic**: `keyword` or `multiple words`
+- **Boolean**: `term1 AND term2`, `term1 OR term2`, `term1 NOT term2`
+- **Phrases**: `"exact phrase"`
+- **Grouping**: `(term1 OR term2) AND term3`
+- **Patterns**: `tag:example`, `category:observation`"""
 
 
 @mcp.tool(
-    description="Search across all content in the knowledge base.",
+    description="Search across all content in the knowledge base with advanced syntax support.",
 )
 async def search_notes(
     query: str,
@@ -181,24 +212,60 @@ async def search_notes(
     after_date: Optional[str] = None,
     project: Optional[str] = None,
 ) -> SearchResponse | str:
-    """Search across all content in the knowledge base.
+    """Search across all content in the knowledge base with comprehensive syntax support.
 
     This tool searches the knowledge base using full-text search, pattern matching,
     or exact permalink lookup. It supports filtering by content type, entity type,
-    and date.
+    and date, with advanced boolean and phrase search capabilities.
+
+    ## Search Syntax Examples
+
+    ### Basic Searches
+    - `search_notes("keyword")` - Find any content containing "keyword"
+    - `search_notes("exact phrase")` - Search for exact phrase match
+
+    ### Advanced Boolean Searches
+    - `search_notes("term1 term2")` - Find content with both terms (implicit AND)
+    - `search_notes("term1 AND term2")` - Explicit AND search (both terms required)
+    - `search_notes("term1 OR term2")` - Either term can be present
+    - `search_notes("term1 NOT term2")` - Include term1 but exclude term2
+    - `search_notes("(project OR planning) AND notes")` - Grouped boolean logic
+
+    ### Content-Specific Searches
+    - `search_notes("tag:example")` - Search within specific tags (if supported by content)
+    - `search_notes("category:observation")` - Filter by observation categories
+    - `search_notes("author:username")` - Find content by author (if metadata available)
+
+    ### Search Type Examples
+    - `search_notes("Meeting", search_type="title")` - Search only in titles
+    - `search_notes("docs/meeting-*", search_type="permalink")` - Pattern match permalinks
+    - `search_notes("keyword", search_type="text")` - Full-text search (default)
+
+    ### Filtering Options
+    - `search_notes("query", types=["entity"])` - Search only entities
+    - `search_notes("query", types=["note", "person"])` - Multiple content types
+    - `search_notes("query", entity_types=["observation"])` - Filter by entity type
+    - `search_notes("query", after_date="2024-01-01")` - Recent content only
+    - `search_notes("query", after_date="1 week")` - Relative date filtering
+
+    ### Advanced Pattern Examples
+    - `search_notes("project AND (meeting OR discussion)")` - Complex boolean logic
+    - `search_notes("\"exact phrase\" AND keyword")` - Combine phrase and keyword search
+    - `search_notes("bug NOT fixed")` - Exclude resolved issues
+    - `search_notes("docs/2024-*", search_type="permalink")` - Year-based permalink search
 
     Args:
-        query: The search query string
+        query: The search query string (supports boolean operators, phrases, patterns)
         page: The page number of results to return (default 1)
         page_size: The number of results to return per page (default 10)
         search_type: Type of search to perform, one of: "text", "title", "permalink" (default: "text")
         types: Optional list of note types to search (e.g., ["note", "person"])
         entity_types: Optional list of entity types to filter by (e.g., ["entity", "observation"])
-        after_date: Optional date filter for recent content (e.g., "1 week", "2d")
+        after_date: Optional date filter for recent content (e.g., "1 week", "2d", "2024-01-01")
         project: Optional project name to search in. If not provided, uses current active project.
 
     Returns:
-        SearchResponse with results and pagination info
+        SearchResponse with results and pagination info, or helpful error guidance if search fails
 
     Examples:
         # Basic text search
@@ -216,16 +283,19 @@ async def search_notes(
         # Boolean search with grouping
         results = await search_notes("(project OR planning) AND notes")
 
+        # Exact phrase search
+        results = await search_notes("\"weekly standup meeting\"")
+
         # Search with type filter
         results = await search_notes(
             query="meeting notes",
             types=["entity"],
         )
 
-        # Search with entity type filter, e.g., note vs
+        # Search with entity type filter
         results = await search_notes(
             query="meeting notes",
-            types=["entity"],
+            entity_types=["observation"],
         )
 
         # Search for recent content
@@ -242,6 +312,13 @@ async def search_notes(
 
         # Search in specific project
         results = await search_notes("meeting notes", project="work-project")
+
+        # Complex search with multiple filters
+        results = await search_notes(
+            query="(bug OR issue) AND NOT resolved",
+            types=["entity"],
+            after_date="2024-01-01"
+        )
     """
     # Create a SearchQuery object based on the parameters
     search_query = SearchQuery()

src/basic_memory/mcp/tools/utils.py

@@ -525,11 +525,16 @@ def check_migration_status() -> Optional[str]:
         return None
 
 
-async def wait_for_migration_or_return_status(timeout: float = 5.0) -> Optional[str]:
+async def wait_for_migration_or_return_status(
+    timeout: float = 5.0, project_name: Optional[str] = None
+) -> Optional[str]:
     """Wait briefly for sync/migration to complete, or return status message.
 
     Args:
         timeout: Maximum time to wait for sync completion
+        project_name: Optional project name to check specific project status.
+                     If provided, only checks that project's readiness.
+                     If None, uses global status check (legacy behavior).
 
     Returns:
         Status message if sync is still in progress, None if ready
@@ -538,18 +543,36 @@ async def wait_for_migration_or_return_status(timeout: float = 5.0) -> Optional[
         from basic_memory.services.sync_status_service import sync_status_tracker
         import asyncio
 
-        if sync_status_tracker.is_ready:
+        # Check if we should use project-specific or global status
+        def is_ready() -> bool:
+            if project_name:
+                return sync_status_tracker.is_project_ready(project_name)
+            return sync_status_tracker.is_ready
+
+        if is_ready():
             return None
 
         # Wait briefly for sync to complete
         start_time = asyncio.get_event_loop().time()
         while (asyncio.get_event_loop().time() - start_time) < timeout:
-            if sync_status_tracker.is_ready:
+            if is_ready():
                 return None
             await asyncio.sleep(0.1)  # Check every 100ms
 
         # Still not ready after timeout
-        return sync_status_tracker.get_summary()
+        if project_name:
+            # For project-specific checks, get project status details
+            project_status = sync_status_tracker.get_project_status(project_name)
+            if project_status and project_status.status.value == "failed":
+                error_msg = project_status.error or "Unknown sync error"
+                return f"❌ Sync failed for project '{project_name}': {error_msg}"
+            elif project_status:
+                return f"🔄 Project '{project_name}' is still syncing: {project_status.message}"
+            else:
+                return f"⚠️ Project '{project_name}' status unknown"
+        else:
+            # Fall back to global summary for legacy calls
+            return sync_status_tracker.get_summary()
     except Exception:  # pragma: no cover
         # If there's any error, assume ready
         return None

src/basic_memory/mcp/tools/write_note.py

@@ -72,10 +72,15 @@ async def write_note(
     """
     logger.info(f"MCP tool call tool=write_note folder={folder}, title={title}, tags={tags}")
 
+    # Get the active project first to check project-specific sync status
+    active_project = get_active_project(project)
+
     # Check migration status and wait briefly if needed
     from basic_memory.mcp.tools.utils import wait_for_migration_or_return_status
 
-    migration_status = await wait_for_migration_or_return_status(timeout=5.0)
+    migration_status = await wait_for_migration_or_return_status(
+        timeout=5.0, project_name=active_project.name
+    )
     if migration_status:  # pragma: no cover
         return f"# System Status\n\n{migration_status}\n\nPlease wait for migration to complete before creating notes."
 
@@ -91,7 +96,6 @@ async def write_note(
         content=content,
         entity_metadata=metadata,
     )
-    active_project = get_active_project(project)
     project_url = active_project.project_url
 
     # Create or update via knowledge API

src/basic_memory/repository/entity_repository.py

@@ -142,7 +142,7 @@ class EntityRepository(Repository[Entity]):
                 await session.flush()
                 # Return with relationships loaded
                 query = (
-                    select(Entity)
+                    self.select()
                     .where(Entity.file_path == entity.file_path)
                     .options(*self.get_load_options())
                 )
@@ -162,7 +162,7 @@ class EntityRepository(Repository[Entity]):
 
                 # Return with relationships loaded
                 query = (
-                    select(Entity)
+                    self.select()
                     .where(Entity.file_path == entity.file_path)
                     .options(*self.get_load_options())
                 )
@@ -203,7 +203,7 @@ class EntityRepository(Repository[Entity]):
                     await session.flush()
                     # Return the updated entity with relationships loaded
                     query = (
-                        select(Entity)
+                        self.select()
                         .where(Entity.file_path == entity.file_path)
                         .options(*self.get_load_options())
                     )
@@ -243,7 +243,7 @@ class EntityRepository(Repository[Entity]):
 
         # Return the inserted entity with relationships loaded
         query = (
-            select(Entity)
+            self.select()
             .where(Entity.file_path == entity.file_path)
             .options(*self.get_load_options())
         )

src/basic_memory/repository/search_repository.py

@@ -1,6 +1,7 @@
 """Repository for search operations."""
 
 import json
+import re
 import time
 from dataclasses import dataclass
 from datetime import datetime
@@ -120,23 +121,141 @@ class SearchRepository:
             logger.error(f"Error initializing search index: {e}")
             raise e
 
-    def _prepare_search_term(self, term: str, is_prefix: bool = True) -> str:
-        """Prepare a search term for FTS5 query.
+    def _prepare_boolean_query(self, query: str) -> str:
+        """Prepare a Boolean query by quoting individual terms while preserving operators.
 
         Args:
-            term: The search term to prepare
+            query: A Boolean query like "tier1-test AND unicode" or "(hello OR world) NOT test"
+
+        Returns:
+            A properly formatted Boolean query with quoted terms that need quoting
+        """
+        # Define Boolean operators and their boundaries
+        boolean_pattern = r"(\bAND\b|\bOR\b|\bNOT\b)"
+
+        # Split the query by Boolean operators, keeping the operators
+        parts = re.split(boolean_pattern, query)
+
+        processed_parts = []
+        for part in parts:
+            part = part.strip()
+            if not part:
+                continue
+
+            # If it's a Boolean operator, keep it as is
+            if part in ["AND", "OR", "NOT"]:
+                processed_parts.append(part)
+            else:
+                # Handle parentheses specially - they should be preserved for grouping
+                if "(" in part or ")" in part:
+                    # Parse parenthetical expressions carefully
+                    processed_part = self._prepare_parenthetical_term(part)
+                    processed_parts.append(processed_part)
+                else:
+                    # This is a search term - for Boolean queries, don't add prefix wildcards
+                    prepared_term = self._prepare_single_term(part, is_prefix=False)
+                    processed_parts.append(prepared_term)
+
+        return " ".join(processed_parts)
+
+    def _prepare_parenthetical_term(self, term: str) -> str:
+        """Prepare a term that contains parentheses, preserving the parentheses for grouping.
+
+        Args:
+            term: A term that may contain parentheses like "(hello" or "world)" or "(hello OR world)"
+
+        Returns:
+            A properly formatted term with parentheses preserved
+        """
+        # Handle terms that start/end with parentheses but may contain quotable content
+        result = ""
+        i = 0
+        while i < len(term):
+            if term[i] in "()":
+                # Preserve parentheses as-is
+                result += term[i]
+                i += 1
+            else:
+                # Find the next parenthesis or end of string
+                start = i
+                while i < len(term) and term[i] not in "()":
+                    i += 1
+
+                # Extract the content between parentheses
+                content = term[start:i].strip()
+                if content:
+                    # Only quote if it actually needs quoting (has hyphens, special chars, etc)
+                    # but don't quote if it's just simple words
+                    if self._needs_quoting(content):
+                        escaped_content = content.replace('"', '""')
+                        result += f'"{escaped_content}"'
+                    else:
+                        result += content
+
+        return result
+
+    def _needs_quoting(self, term: str) -> bool:
+        """Check if a term needs to be quoted for FTS5 safety.
+
+        Args:
+            term: The term to check
+
+        Returns:
+            True if the term should be quoted
+        """
+        if not term or not term.strip():
+            return False
+
+        # Characters that indicate we should quote (excluding parentheses which are valid syntax)
+        needs_quoting_chars = [
+            " ",
+            ".",
+            ":",
+            ";",
+            ",",
+            "<",
+            ">",
+            "?",
+            "/",
+            "-",
+            "'",
+            '"',
+            "[",
+            "]",
+            "{",
+            "}",
+            "+",
+            "!",
+            "@",
+            "#",
+            "$",
+            "%",
+            "^",
+            "&",
+            "=",
+            "|",
+            "\\",
+            "~",
+            "`",
+        ]
+
+        return any(c in term for c in needs_quoting_chars)
+
+    def _prepare_single_term(self, term: str, is_prefix: bool = True) -> str:
+        """Prepare a single search term (no Boolean operators).
+
+        Args:
+            term: A single search term
             is_prefix: Whether to add prefix search capability (* suffix)
 
-        For FTS5:
-        - Boolean operators (AND, OR, NOT) are preserved for complex queries
-        - Terms with FTS5 special characters are quoted to prevent syntax errors
-        - Simple terms get prefix wildcards for better matching
+        Returns:
+            A properly formatted single term
         """
-        # Check for explicit boolean operators - if present, return the term as is
-        boolean_operators = [" AND ", " OR ", " NOT "]
-        if any(op in f" {term} " for op in boolean_operators):
+        if not term or not term.strip():
             return term
 
+        term = term.strip()
+
         # Check if term is already a proper wildcard pattern (alphanumeric + *)
         # e.g., "hello*", "test*world" - these should be left alone
         if "*" in term and all(c.isalnum() or c in "*_-" for c in term):
@@ -218,6 +337,26 @@ class SearchRepository:
 
         return term
 
+    def _prepare_search_term(self, term: str, is_prefix: bool = True) -> str:
+        """Prepare a search term for FTS5 query.
+
+        Args:
+            term: The search term to prepare
+            is_prefix: Whether to add prefix search capability (* suffix)
+
+        For FTS5:
+        - Boolean operators (AND, OR, NOT) are preserved for complex queries
+        - Terms with FTS5 special characters are quoted to prevent syntax errors
+        - Simple terms get prefix wildcards for better matching
+        """
+        # Check for explicit boolean operators - if present, process as Boolean query
+        boolean_operators = [" AND ", " OR ", " NOT "]
+        if any(op in f" {term} " for op in boolean_operators):
+            return self._prepare_boolean_query(term)
+
+        # For non-Boolean queries, use the single term preparation logic
+        return self._prepare_single_term(term, is_prefix)
+
     async def search(
         self,
         search_text: Optional[str] = None,
@@ -242,19 +381,10 @@ class SearchRepository:
                 # For wildcard searches, don't add any text conditions - return all results
                 pass
             else:
-                # Check for explicit boolean operators - only detect them in proper boolean contexts
-                has_boolean = any(op in f" {search_text} " for op in [" AND ", " OR ", " NOT "])
-
-                if has_boolean:
-                    # If boolean operators are present, use the raw query
-                    # No need to prepare it, FTS5 will understand the operators
-                    params["text"] = search_text
-                    conditions.append("(title MATCH :text OR content_stems MATCH :text)")
-                else:
-                    # Standard search with term preparation
-                    processed_text = self._prepare_search_term(search_text.strip())
-                    params["text"] = processed_text
-                    conditions.append("(title MATCH :text OR content_stems MATCH :text)")
+                # Use _prepare_search_term to handle both Boolean and non-Boolean queries
+                processed_text = self._prepare_search_term(search_text.strip())
+                params["text"] = processed_text
+                conditions.append("(title MATCH :text OR content_stems MATCH :text)")
 
         # Handle title match search
         if title:

src/basic_memory/schemas/memory.py

@@ -134,7 +134,7 @@ class RelationSummary(BaseModel):
     file_path: str
     permalink: str
     relation_type: str
-    from_entity: str
+    from_entity: Optional[str] = None
     to_entity: Optional[str] = None
     created_at: datetime
 

src/basic_memory/schemas/response.py

@@ -131,7 +131,7 @@ class EntityResponse(SQLAlchemyModel):
     }
     """
 
-    permalink: Permalink
+    permalink: Optional[Permalink]
     title: str
     file_path: str
     entity_type: EntityType

src/basic_memory/services/entity_service.py

@@ -682,8 +682,8 @@ class EntityService(BaseService[EntityModel]):
             # 6. Prepare database updates
             updates = {"file_path": destination_path}
 
-            # 7. Update permalink if configured
-            if app_config.update_permalinks_on_move:
+            # 7. Update permalink if configured or if entity has null permalink
+            if app_config.update_permalinks_on_move or old_permalink is None:
                 # Generate new permalink from destination path
                 new_permalink = await self.resolve_permalink(destination_path)
 
@@ -693,7 +693,12 @@ class EntityService(BaseService[EntityModel]):
                 )
 
                 updates["permalink"] = new_permalink
-                logger.info(f"Updated permalink: {old_permalink} -> {new_permalink}")
+                if old_permalink is None:
+                    logger.info(
+                        f"Generated permalink for entity with null permalink: {new_permalink}"
+                    )
+                else:
+                    logger.info(f"Updated permalink: {old_permalink} -> {new_permalink}")
 
             # 8. Recalculate checksum
             new_checksum = await self.file_service.compute_checksum(destination_path)

src/basic_memory/services/sync_status_service.py

@@ -131,6 +131,23 @@ class SyncStatusTracker:
         """Check if system is ready (no sync in progress)."""
         return self._global_status in (SyncStatus.IDLE, SyncStatus.COMPLETED)
 
+    def is_project_ready(self, project_name: str) -> bool:
+        """Check if a specific project is ready for operations.
+
+        Args:
+            project_name: Name of the project to check
+
+        Returns:
+            True if the project is ready (completed, watching, or not tracked),
+            False if the project is syncing, scanning, or failed
+        """
+        project_status = self._project_statuses.get(project_name)
+        if not project_status:
+            # Project not tracked = ready (likely hasn't been synced yet)
+            return True
+
+        return project_status.status in (SyncStatus.COMPLETED, SyncStatus.WATCHING, SyncStatus.IDLE)
+
     def get_project_status(self, project_name: str) -> Optional[ProjectSyncStatus]:
         """Get status for a specific project."""
         return self._project_statuses.get(project_name)

src/basic_memory/utils.py

@@ -173,6 +173,8 @@ def setup_logging(
         "httpx": logging.WARNING,
         # File watching logs
         "watchfiles.main": logging.WARNING,
+        # SQLAlchemy deprecation warnings
+        "sqlalchemy": logging.WARNING,
     }
 
     # Set log levels for noisy loggers

test-int/mcp/test_move_note_integration.py

@@ -507,3 +507,136 @@ async def test_move_note_using_different_identifier_formats(mcp_server, app):
 
         read3 = await client.call_tool("read_note", {"identifier": "moved/folder-title-moved.md"})
         assert "Move by folder/title" in read3[0].text
+
+
+@pytest.mark.asyncio
+async def test_move_note_cross_project_detection(mcp_server, app):
+    """Test cross-project move detection and helpful error messages."""
+
+    async with Client(mcp_server) as client:
+        # Create a test project to simulate cross-project scenario
+        await client.call_tool(
+            "create_memory_project",
+            {
+                "project_name": "test-project-b",
+                "project_path": "/tmp/test-project-b",
+                "set_default": False,
+            },
+        )
+
+        # Create a note in the default project
+        await client.call_tool(
+            "write_note",
+            {
+                "title": "Cross Project Test Note",
+                "folder": "source",
+                "content": "# Cross Project Test Note\n\nThis note is in the default project.",
+                "tags": "test,cross-project",
+            },
+        )
+
+        # Try to move to a path that contains the other project name
+        move_result = await client.call_tool(
+            "move_note",
+            {
+                "identifier": "Cross Project Test Note",
+                "destination_path": "test-project-b/moved-note.md",
+            },
+        )
+
+        # Should detect cross-project attempt and provide helpful guidance
+        assert len(move_result) == 1
+        error_message = move_result[0].text
+        assert "Cross-Project Move Not Supported" in error_message
+        assert "test-project-b" in error_message
+        assert "switch_project" in error_message
+        assert "read_note" in error_message
+        assert "write_note" in error_message
+
+
+@pytest.mark.asyncio
+async def test_move_note_potential_cross_project_guidance(mcp_server, app):
+    """Test guidance for potentially cross-project moves with project-like keywords."""
+
+    async with Client(mcp_server) as client:
+        # Create another test project
+        await client.call_tool(
+            "create_memory_project",
+            {
+                "project_name": "workspace-docs",
+                "project_path": "/tmp/workspace-docs",
+                "set_default": False,
+            },
+        )
+
+        # Create a note in the default project
+        await client.call_tool(
+            "write_note",
+            {
+                "title": "Potential Cross Project Note",
+                "folder": "source",
+                "content": "# Potential Cross Project Note\n\nThis might be moved cross-project.",
+                "tags": "test,potential-cross-project",
+            },
+        )
+
+        # Try to move to a path that contains project-like keywords but not exact project names
+        move_result = await client.call_tool(
+            "move_note",
+            {
+                "identifier": "Potential Cross Project Note",
+                "destination_path": "project-archive/moved-note.md",
+            },
+        )
+
+        # Should provide guidance for potential cross-project moves
+        assert len(move_result) == 1
+        error_message = move_result[0].text
+        assert "Check Project Context" in error_message
+        assert "workspace-docs" in error_message  # Should mention other available projects
+        assert "list_projects" in error_message
+        assert "switch_project" in error_message
+
+
+@pytest.mark.asyncio
+async def test_move_note_normal_moves_still_work(mcp_server, app):
+    """Test that normal within-project moves still work after cross-project detection."""
+
+    async with Client(mcp_server) as client:
+        # Create a note
+        await client.call_tool(
+            "write_note",
+            {
+                "title": "Normal Move Note",
+                "folder": "source",
+                "content": "# Normal Move Note\n\nThis should move normally.",
+                "tags": "test,normal-move",
+            },
+        )
+
+        # Try a normal move that should work
+        move_result = await client.call_tool(
+            "move_note",
+            {
+                "identifier": "Normal Move Note",
+                "destination_path": "destination/normal-moved.md",
+            },
+        )
+
+        # Should work normally
+        assert len(move_result) == 1
+        move_text = move_result[0].text
+        assert "✅ Note moved successfully" in move_text
+        assert "Normal Move Note" in move_text
+        assert "destination/normal-moved.md" in move_text
+
+        # Verify the note can be read from its new location
+        read_result = await client.call_tool(
+            "read_note",
+            {
+                "identifier": "destination/normal-moved.md",
+            },
+        )
+
+        content = read_result[0].text
+        assert "This should move normally" in content

tests/mcp/test_auth_provider.py

@@ -1,7 +1,7 @@
 """Tests for OAuth authentication provider."""
 
 import pytest
-from datetime import datetime, timedelta
+from datetime import datetime, timedelta, timezone
 from mcp.server.auth.provider import AuthorizationParams
 from mcp.shared.auth import OAuthClientInformationFull
 from pydantic import AnyHttpUrl
@@ -185,7 +185,7 @@ class TestBasicMemoryOAuthProvider:
             token=token_str,
             client_id=client.client_id,
             scopes=["read", "write"],
-            expires_at=int((datetime.utcnow() + timedelta(hours=1)).timestamp()),
+            expires_at=int((datetime.now(timezone.utc) + timedelta(hours=1)).timestamp()),
         )
         provider.access_tokens[token_str] = access_token
 
@@ -226,7 +226,7 @@ class TestBasicMemoryOAuthProvider:
         provider.authorization_codes[auth_code] = BasicMemoryAuthorizationCode(
             code=auth_code,
             scopes=["read"],
-            expires_at=(datetime.utcnow() - timedelta(minutes=1)).timestamp(),
+            expires_at=(datetime.now(timezone.utc) - timedelta(minutes=1)).timestamp(),
             client_id=client.client_id,
             code_challenge="challenge",
             redirect_uri=AnyHttpUrl("http://localhost:3000/callback"),
@@ -288,7 +288,7 @@ class TestBasicMemoryOAuthProvider:
             token=expired_token_str,
             client_id="test-client",
             scopes=["read"],
-            expires_at=int((datetime.utcnow() - timedelta(minutes=1)).timestamp()),  # Expired
+            expires_at=int((datetime.now(timezone.utc) - timedelta(minutes=1)).timestamp()),  # Expired
         )
         provider.access_tokens[expired_token_str] = expired_access_token
 

tests/mcp/test_server.py

@@ -93,7 +93,7 @@ class TestMCPServer:
             # Missing SUPABASE_ANON_KEY
         }
 
-        with patch.dict(os.environ, env_vars):
+        with patch.dict(os.environ, env_vars, clear=True):
             with pytest.raises(ValueError, match="SUPABASE_URL and SUPABASE_ANON_KEY must be set"):
                 create_auth_config()
 

tests/mcp/test_tool_edit_note.py

@@ -359,3 +359,42 @@ async def test_edit_note_find_replace_empty_find_text(client):
     assert isinstance(result, str)
     assert "# Edit Failed" in result
     # Should contain helpful guidance about the error
+
+
+@pytest.mark.asyncio
+async def test_edit_note_preserves_permalink_when_frontmatter_missing(client):
+    """Test that editing a note preserves the permalink when frontmatter doesn't contain one.
+
+    This is a regression test for issue #170 where edit_note would fail with a validation error
+    because the permalink was being set to None when the markdown file didn't have a permalink
+    in its frontmatter.
+    """
+    # Create initial note
+    await write_note.fn(
+        title="Test Note",
+        folder="test",
+        content="# Test Note\nOriginal content here.",
+    )
+
+    # Verify the note was created with a permalink
+    first_result = await edit_note.fn(
+        identifier="test/test-note",
+        operation="append",
+        content="\nFirst edit.",
+    )
+
+    assert isinstance(first_result, str)
+    assert "permalink: test/test-note" in first_result
+
+    # Perform another edit - this should preserve the permalink even if the
+    # file doesn't have a permalink in its frontmatter
+    second_result = await edit_note.fn(
+        identifier="test/test-note",
+        operation="append",
+        content="\nSecond edit.",
+    )
+
+    assert isinstance(second_result, str)
+    assert "Edited note (append)" in second_result
+    assert "permalink: test/test-note" in second_result
+    # The edit should succeed without validation errors

tests/mcp/test_tool_search.py

@@ -6,6 +6,7 @@ from unittest.mock import patch
 
 from basic_memory.mcp.tools import write_note
 from basic_memory.mcp.tools.search import search_notes, _format_search_error_response
+from basic_memory.schemas.search import SearchResponse
 
 
 @pytest.mark.asyncio
@@ -23,9 +24,14 @@ async def test_search_text(client):
     # Search for it
     response = await search_notes.fn(query="searchable")
 
-    # Verify results
-    assert len(response.results) > 0
-    assert any(r.permalink == "test/test-search-note" for r in response.results)
+    # Verify results - handle both success and error cases
+    if isinstance(response, SearchResponse):
+        # Success case - verify SearchResponse
+        assert len(response.results) > 0
+        assert any(r.permalink == "test/test-search-note" for r in response.results)
+    else:
+        # If search failed and returned error message, test should fail with informative message
+        pytest.fail(f"Search failed with error: {response}")
 
 
 @pytest.mark.asyncio
@@ -43,9 +49,14 @@ async def test_search_title(client):
     # Search for it
     response = await search_notes.fn(query="Search Note", search_type="title")
 
-    # Verify results
-    assert len(response.results) > 0
-    assert any(r.permalink == "test/test-search-note" for r in response.results)
+    # Verify results - handle both success and error cases
+    if isinstance(response, str):
+        # If search failed and returned error message, test should fail with informative message
+        pytest.fail(f"Search failed with error: {response}")
+    else:
+        # Success case - verify SearchResponse
+        assert len(response.results) > 0
+        assert any(r.permalink == "test/test-search-note" for r in response.results)
 
 
 @pytest.mark.asyncio
@@ -63,9 +74,14 @@ async def test_search_permalink(client):
     # Search for it
     response = await search_notes.fn(query="test/test-search-note", search_type="permalink")
 
-    # Verify results
-    assert len(response.results) > 0
-    assert any(r.permalink == "test/test-search-note" for r in response.results)
+    # Verify results - handle both success and error cases
+    if isinstance(response, SearchResponse):
+        # Success case - verify SearchResponse
+        assert len(response.results) > 0
+        assert any(r.permalink == "test/test-search-note" for r in response.results)
+    else:
+        # If search failed and returned error message, test should fail with informative message
+        pytest.fail(f"Search failed with error: {response}")
 
 
 @pytest.mark.asyncio
@@ -83,9 +99,14 @@ async def test_search_permalink_match(client):
     # Search for it
     response = await search_notes.fn(query="test/test-search-*", search_type="permalink")
 
-    # Verify results
-    assert len(response.results) > 0
-    assert any(r.permalink == "test/test-search-note" for r in response.results)
+    # Verify results - handle both success and error cases
+    if isinstance(response, SearchResponse):
+        # Success case - verify SearchResponse
+        assert len(response.results) > 0
+        assert any(r.permalink == "test/test-search-note" for r in response.results)
+    else:
+        # If search failed and returned error message, test should fail with informative message
+        pytest.fail(f"Search failed with error: {response}")
 
 
 @pytest.mark.asyncio
@@ -103,9 +124,14 @@ async def test_search_pagination(client):
     # Search for it
     response = await search_notes.fn(query="searchable", page=1, page_size=1)
 
-    # Verify results
-    assert len(response.results) == 1
-    assert any(r.permalink == "test/test-search-note" for r in response.results)
+    # Verify results - handle both success and error cases
+    if isinstance(response, SearchResponse):
+        # Success case - verify SearchResponse
+        assert len(response.results) == 1
+        assert any(r.permalink == "test/test-search-note" for r in response.results)
+    else:
+        # If search failed and returned error message, test should fail with informative message
+        pytest.fail(f"Search failed with error: {response}")
 
 
 @pytest.mark.asyncio
@@ -121,8 +147,13 @@ async def test_search_with_type_filter(client):
     # Search with type filter
     response = await search_notes.fn(query="type", types=["note"])
 
-    # Verify all results are entities
-    assert all(r.type == "entity" for r in response.results)
+    # Verify results - handle both success and error cases
+    if isinstance(response, SearchResponse):
+        # Success case - verify all results are entities
+        assert all(r.type == "entity" for r in response.results)
+    else:
+        # If search failed and returned error message, test should fail with informative message
+        pytest.fail(f"Search failed with error: {response}")
 
 
 @pytest.mark.asyncio
@@ -138,8 +169,13 @@ async def test_search_with_entity_type_filter(client):
     # Search with entity type filter
     response = await search_notes.fn(query="type", entity_types=["entity"])
 
-    # Verify all results are entities
-    assert all(r.type == "entity" for r in response.results)
+    # Verify results - handle both success and error cases
+    if isinstance(response, SearchResponse):
+        # Success case - verify all results are entities
+        assert all(r.type == "entity" for r in response.results)
+    else:
+        # If search failed and returned error message, test should fail with informative message
+        pytest.fail(f"Search failed with error: {response}")
 
 
 @pytest.mark.asyncio
@@ -156,8 +192,13 @@ async def test_search_with_date_filter(client):
     one_hour_ago = datetime.now() - timedelta(hours=1)
     response = await search_notes.fn(query="recent", after_date=one_hour_ago.isoformat())
 
-    # Verify we get results within timeframe
-    assert len(response.results) > 0
+    # Verify results - handle both success and error cases
+    if isinstance(response, SearchResponse):
+        # Success case - verify we get results within timeframe
+        assert len(response.results) > 0
+    else:
+        # If search failed and returned error message, test should fail with informative message
+        pytest.fail(f"Search failed with error: {response}")
 
 
 class TestSearchErrorFormatting:
@@ -212,7 +253,7 @@ class TestSearchErrorFormatting:
 
         assert "# Search Failed" in result
         assert "Error searching for 'test query': unknown error" in result
-        assert "General troubleshooting" in result
+        assert "## Troubleshooting steps:" in result
 
 
 class TestSearchToolErrorHandling:

tests/repository/test_entity_repository_upsert.py

@@ -5,6 +5,7 @@ from datetime import datetime, timezone
 
 from basic_memory.models.knowledge import Entity
 from basic_memory.repository.entity_repository import EntityRepository
+from basic_memory.repository.project_repository import ProjectRepository
 
 
 @pytest.mark.asyncio
@@ -246,3 +247,205 @@ async def test_upsert_entity_gap_in_suffixes(entity_repository: EntityRepository
     # so it should be "test/gap-2" (filling the gap)
     assert result.permalink == "test/gap-2"
     assert result.title == "Gap Filler"
+
+
+@pytest.mark.asyncio
+async def test_upsert_entity_project_scoping_isolation(session_maker):
+    """Test that upsert_entity properly scopes entities by project_id.
+
+    This test ensures that the fix for issue #167 works correctly by verifying:
+    1. Entities with same permalinks/file_paths can exist in different projects
+    2. Upsert operations properly scope queries by project_id
+    3. No "multiple rows" errors occur when similar entities exist across projects
+    """
+    # Create two separate projects
+    project_repository = ProjectRepository(session_maker)
+
+    project1_data = {
+        "name": "project-1",
+        "description": "First test project",
+        "path": "/tmp/project1",
+        "is_active": True,
+        "is_default": False,
+    }
+    project1 = await project_repository.create(project1_data)
+
+    project2_data = {
+        "name": "project-2",
+        "description": "Second test project",
+        "path": "/tmp/project2",
+        "is_active": True,
+        "is_default": False,
+    }
+    project2 = await project_repository.create(project2_data)
+
+    # Create entity repositories for each project
+    repo1 = EntityRepository(session_maker, project_id=project1.id)
+    repo2 = EntityRepository(session_maker, project_id=project2.id)
+
+    # Create entities with identical permalinks and file_paths in different projects
+    entity1 = Entity(
+        project_id=project1.id,
+        title="Shared Entity",
+        entity_type="note",
+        permalink="docs/shared-name",
+        file_path="docs/shared-name.md",
+        content_type="text/markdown",
+        created_at=datetime.now(timezone.utc),
+        updated_at=datetime.now(timezone.utc),
+    )
+
+    entity2 = Entity(
+        project_id=project2.id,
+        title="Shared Entity",
+        entity_type="note",
+        permalink="docs/shared-name",  # Same permalink
+        file_path="docs/shared-name.md",  # Same file_path
+        content_type="text/markdown",
+        created_at=datetime.now(timezone.utc),
+        updated_at=datetime.now(timezone.utc),
+    )
+
+    # These should succeed without "multiple rows" errors
+    result1 = await repo1.upsert_entity(entity1)
+    result2 = await repo2.upsert_entity(entity2)
+
+    # Verify both entities were created successfully
+    assert result1.id is not None
+    assert result2.id is not None
+    assert result1.id != result2.id  # Different entities
+    assert result1.project_id == project1.id
+    assert result2.project_id == project2.id
+    assert result1.permalink == "docs/shared-name"
+    assert result2.permalink == "docs/shared-name"
+
+    # Test updating entities in different projects (should also work without conflicts)
+    entity1_update = Entity(
+        project_id=project1.id,
+        title="Updated Shared Entity",
+        entity_type="note",
+        permalink="docs/shared-name",
+        file_path="docs/shared-name.md",
+        content_type="text/markdown",
+        created_at=datetime.now(timezone.utc),
+        updated_at=datetime.now(timezone.utc),
+    )
+
+    entity2_update = Entity(
+        project_id=project2.id,
+        title="Also Updated Shared Entity",
+        entity_type="note",
+        permalink="docs/shared-name",
+        file_path="docs/shared-name.md",
+        content_type="text/markdown",
+        created_at=datetime.now(timezone.utc),
+        updated_at=datetime.now(timezone.utc),
+    )
+
+    # Updates should work without conflicts
+    updated1 = await repo1.upsert_entity(entity1_update)
+    updated2 = await repo2.upsert_entity(entity2_update)
+
+    # Should update existing entities (same IDs)
+    assert updated1.id == result1.id
+    assert updated2.id == result2.id
+    assert updated1.title == "Updated Shared Entity"
+    assert updated2.title == "Also Updated Shared Entity"
+
+    # Verify cross-project queries don't interfere
+    found_in_project1 = await repo1.get_by_permalink("docs/shared-name")
+    found_in_project2 = await repo2.get_by_permalink("docs/shared-name")
+
+    assert found_in_project1 is not None
+    assert found_in_project2 is not None
+    assert found_in_project1.id == updated1.id
+    assert found_in_project2.id == updated2.id
+    assert found_in_project1.title == "Updated Shared Entity"
+    assert found_in_project2.title == "Also Updated Shared Entity"
+
+
+@pytest.mark.asyncio
+async def test_upsert_entity_permalink_conflict_within_project_only(session_maker):
+    """Test that permalink conflicts only occur within the same project.
+
+    This ensures that the project scoping fix allows entities with identical
+    permalinks to exist across different projects without triggering
+    permalink conflict resolution.
+    """
+    # Create two separate projects
+    project_repository = ProjectRepository(session_maker)
+
+    project1_data = {
+        "name": "conflict-project-1",
+        "description": "First conflict test project",
+        "path": "/tmp/conflict1",
+        "is_active": True,
+        "is_default": False,
+    }
+    project1 = await project_repository.create(project1_data)
+
+    project2_data = {
+        "name": "conflict-project-2",
+        "description": "Second conflict test project",
+        "path": "/tmp/conflict2",
+        "is_active": True,
+        "is_default": False,
+    }
+    project2 = await project_repository.create(project2_data)
+
+    # Create entity repositories for each project
+    repo1 = EntityRepository(session_maker, project_id=project1.id)
+    repo2 = EntityRepository(session_maker, project_id=project2.id)
+
+    # Create first entity in project1
+    entity1 = Entity(
+        project_id=project1.id,
+        title="Original Entity",
+        entity_type="note",
+        permalink="test/conflict-permalink",
+        file_path="test/original.md",
+        content_type="text/markdown",
+        created_at=datetime.now(timezone.utc),
+        updated_at=datetime.now(timezone.utc),
+    )
+
+    result1 = await repo1.upsert_entity(entity1)
+    assert result1.permalink == "test/conflict-permalink"
+
+    # Create entity with same permalink in project2 (should NOT get suffix)
+    entity2 = Entity(
+        project_id=project2.id,
+        title="Cross-Project Entity",
+        entity_type="note",
+        permalink="test/conflict-permalink",  # Same permalink, different project
+        file_path="test/cross-project.md",
+        content_type="text/markdown",
+        created_at=datetime.now(timezone.utc),
+        updated_at=datetime.now(timezone.utc),
+    )
+
+    result2 = await repo2.upsert_entity(entity2)
+    # Should keep original permalink (no suffix) since it's in a different project
+    assert result2.permalink == "test/conflict-permalink"
+
+    # Now create entity with same permalink in project1 (should get suffix)
+    entity3 = Entity(
+        project_id=project1.id,
+        title="Conflict Entity",
+        entity_type="note",
+        permalink="test/conflict-permalink",  # Same permalink, same project
+        file_path="test/conflict.md",
+        content_type="text/markdown",
+        created_at=datetime.now(timezone.utc),
+        updated_at=datetime.now(timezone.utc),
+    )
+
+    result3 = await repo1.upsert_entity(entity3)
+    # Should get suffix since it conflicts within the same project
+    assert result3.permalink == "test/conflict-permalink-1"
+
+    # Verify all entities exist correctly
+    assert result1.id != result2.id != result3.id
+    assert result1.project_id == project1.id
+    assert result2.project_id == project2.id
+    assert result3.project_id == project1.id

tests/repository/test_search_repository.py

@@ -329,6 +329,36 @@ class TestSearchTermPreparation:
             == "(hello AND world) OR test"
         )
 
+    def test_hyphenated_terms_with_boolean_operators(self, search_repository):
+        """Hyphenated terms with Boolean operators should be properly quoted."""
+        # Test the specific case from the GitHub issue
+        result = search_repository._prepare_search_term("tier1-test AND unicode")
+        assert result == '"tier1-test" AND unicode'
+
+        # Test other hyphenated Boolean combinations
+        assert (
+            search_repository._prepare_search_term("multi-word OR single")
+            == '"multi-word" OR single'
+        )
+        assert (
+            search_repository._prepare_search_term("well-formed NOT badly-formed")
+            == '"well-formed" NOT "badly-formed"'
+        )
+        assert (
+            search_repository._prepare_search_term("test-case AND (hello OR world)")
+            == '"test-case" AND (hello OR world)'
+        )
+
+        # Test mixed special characters with Boolean operators
+        assert (
+            search_repository._prepare_search_term("config.json AND test-file")
+            == '"config.json" AND "test-file"'
+        )
+        assert (
+            search_repository._prepare_search_term("C++ OR python-script")
+            == '"C++" OR "python-script"'
+        )
+
     def test_programming_terms_should_work(self, search_repository):
         """Programming-related terms with special chars should be searchable."""
         # These should be quoted to handle special characters safely
@@ -517,3 +547,53 @@ class TestSearchTermPreparation:
         # Test whitespace-only search
         results_whitespace = await search_repository.search(search_text="   ")
         assert isinstance(results_whitespace, list)  # Should not crash
+
+    def test_boolean_query_empty_parts_coverage(self, search_repository):
+        """Test Boolean query parsing with empty parts (line 143 coverage)."""
+        # Create queries that will result in empty parts after splitting
+        result1 = search_repository._prepare_boolean_query(
+            "hello AND  AND world"
+        )  # Double operator
+        assert "hello" in result1 and "world" in result1
+
+        result2 = search_repository._prepare_boolean_query("  OR test")  # Leading operator
+        assert "test" in result2
+
+        result3 = search_repository._prepare_boolean_query("test OR  ")  # Trailing operator
+        assert "test" in result3
+
+    def test_parenthetical_term_quote_escaping(self, search_repository):
+        """Test quote escaping in parenthetical terms (lines 190-191 coverage)."""
+        # Test term with quotes that needs escaping
+        result = search_repository._prepare_parenthetical_term('(say "hello" world)')
+        # Should escape quotes by doubling them
+        assert '""hello""' in result
+
+        # Test term with single quotes
+        result2 = search_repository._prepare_parenthetical_term("(it's working)")
+        assert "it's working" in result2
+
+    def test_needs_quoting_empty_input(self, search_repository):
+        """Test _needs_quoting with empty inputs (line 207 coverage)."""
+        # Test empty string
+        assert not search_repository._needs_quoting("")
+
+        # Test whitespace-only string
+        assert not search_repository._needs_quoting("   ")
+
+        # Test None-like cases
+        assert not search_repository._needs_quoting("\t")
+
+    def test_prepare_single_term_empty_input(self, search_repository):
+        """Test _prepare_single_term with empty inputs (line 227 coverage)."""
+        # Test empty string
+        result1 = search_repository._prepare_single_term("")
+        assert result1 == ""
+
+        # Test whitespace-only string
+        result2 = search_repository._prepare_single_term("   ")
+        assert result2 == "   "  # Should return as-is
+
+        # Test string that becomes empty after strip
+        result3 = search_repository._prepare_single_term("\t\n")
+        assert result3 == "\t\n"  # Should return original

tests/schemas/test_schemas.py

@@ -127,6 +127,36 @@ def test_entity_out_from_attributes():
     assert len(entity.relations) == 1
 
 
+def test_entity_response_with_none_permalink():
+    """Test EntityResponse can handle None permalink (fixes issue #170).
+
+    This test ensures that EntityResponse properly validates when the permalink
+    field is None, which can occur when markdown files don't have explicit
+    permalinks in their frontmatter during edit operations.
+    """
+    # Simulate database model attributes with None permalink
+    db_data = {
+        "title": "Test Entity",
+        "permalink": None,  # This should not cause validation errors
+        "file_path": "test/test-entity.md",
+        "entity_type": "note",
+        "content_type": "text/markdown",
+        "observations": [],
+        "relations": [],
+        "created_at": "2023-01-01T00:00:00",
+        "updated_at": "2023-01-01T00:00:00",
+    }
+
+    # This should not raise a ValidationError
+    entity = EntityResponse.model_validate(db_data)
+    assert entity.permalink is None
+    assert entity.title == "Test Entity"
+    assert entity.file_path == "test/test-entity.md"
+    assert entity.entity_type == "note"
+    assert len(entity.observations) == 0
+    assert len(entity.relations) == 0
+
+
 def test_search_nodes_input():
     """Test SearchNodesInput validation."""
     search = SearchNodesRequest.model_validate({"query": "test query"})

tests/services/test_entity_service.py

@@ -1728,3 +1728,69 @@ async def test_move_entity_with_complex_observations(
     assert "Branch Strategy" in relation_targets
     assert "Multiple" in relation_targets
     assert "Links" in relation_targets
+
+
+@pytest.mark.asyncio
+async def test_move_entity_with_null_permalink_generates_permalink(
+    entity_service: EntityService,
+    project_config: ProjectConfig,
+    entity_repository: EntityRepository,
+):
+    """Test that moving entity with null permalink generates a new permalink automatically.
+
+    This tests the fix for issue #155 where entities with null permalinks from the database
+    migration would fail validation when being moved. The fix ensures that entities with
+    null permalinks get a generated permalink during move operations, regardless of the
+    update_permalinks_on_move setting.
+    """
+    # Create entity through direct database insertion to simulate migrated entity with null permalink
+    from datetime import datetime, timezone
+
+    # Create an entity with null permalink directly in database (simulating migrated data)
+    entity_data = {
+        "title": "Test Entity",
+        "file_path": "test/null-permalink-entity.md",
+        "entity_type": "note",
+        "content_type": "text/markdown",
+        "permalink": None,  # This is the key - null permalink from migration
+        "created_at": datetime.now(timezone.utc),
+        "updated_at": datetime.now(timezone.utc),
+    }
+
+    # Create the entity directly in database
+    created_entity = await entity_repository.create(entity_data)
+    assert created_entity.permalink is None
+
+    # Create the physical file
+    file_path = project_config.home / created_entity.file_path
+    file_path.parent.mkdir(parents=True, exist_ok=True)
+    file_path.write_text("# Test Entity\n\nContent here.")
+
+    # Configure move without permalink updates (the default setting that previously triggered the bug)
+    app_config = BasicMemoryConfig(update_permalinks_on_move=False)
+
+    # Move entity - this should now succeed and generate a permalink
+    moved_entity = await entity_service.move_entity(
+        identifier=created_entity.title,  # Use title since permalink is None
+        destination_path="moved/test-entity.md",
+        project_config=project_config,
+        app_config=app_config,
+    )
+
+    # Verify the move succeeded and a permalink was generated
+    assert moved_entity is not None
+    assert moved_entity.file_path == "moved/test-entity.md"
+    assert moved_entity.permalink is not None
+    assert moved_entity.permalink != ""
+
+    # Verify the moved entity can be used to create an EntityResponse without validation errors
+    from basic_memory.schemas.response import EntityResponse
+
+    response = EntityResponse.model_validate(moved_entity)
+    assert response.permalink == moved_entity.permalink
+
+    # Verify the physical file was moved
+    old_path = project_config.home / "test/null-permalink-entity.md"
+    new_path = project_config.home / "moved/test-entity.md"
+    assert not old_path.exists()
+    assert new_path.exists()

tests/services/test_sync_status_service.py

@@ -17,6 +17,9 @@ def test_sync_tracker_initial_state(sync_tracker):
     assert sync_tracker.global_status == SyncStatus.IDLE
     assert sync_tracker.get_summary() == "✅ System ready"
 
+    # Test project-specific ready check for unknown project
+    assert sync_tracker.is_project_ready("unknown-project")
+
 
 def test_start_project_sync(sync_tracker):
     """Test starting project sync."""
@@ -211,3 +214,49 @@ def test_summary_without_file_counts(sync_tracker):
     summary = sync_tracker.get_summary()
     assert "🔄 Syncing 2 projects" in summary
     assert "files" not in summary  # Should not show file progress
+
+
+def test_is_project_ready_functionality(sync_tracker):
+    """Test project-specific ready checks."""
+    # Unknown project should be ready
+    assert sync_tracker.is_project_ready("unknown-project")
+
+    # Project in different states
+    sync_tracker.start_project_sync("scanning-project")
+    assert not sync_tracker.is_project_ready("scanning-project")  # SCANNING = not ready
+
+    sync_tracker.update_project_progress("scanning-project", SyncStatus.SYNCING, "Processing")
+    assert not sync_tracker.is_project_ready("scanning-project")  # SYNCING = not ready
+
+    sync_tracker.fail_project_sync("scanning-project", "Test error")
+    assert not sync_tracker.is_project_ready("scanning-project")  # FAILED = not ready
+
+    sync_tracker.complete_project_sync("scanning-project")
+    assert sync_tracker.is_project_ready("scanning-project")  # COMPLETED = ready
+
+    # Test watching project
+    sync_tracker.start_project_watch("watching-project")
+    assert sync_tracker.is_project_ready("watching-project")  # WATCHING = ready
+
+
+def test_project_isolation_scenario(sync_tracker):
+    """Test the specific bug scenario: project isolation with mixed sync states."""
+    # Set up the bug scenario: one failed project, one healthy project
+    sync_tracker.start_project_sync("main")
+    sync_tracker.fail_project_sync(
+        "main", "UNIQUE constraint failed: entity.file_path, entity.project_id"
+    )
+
+    sync_tracker.start_project_sync("basic-memory-testing-20250626-1009")
+    sync_tracker.complete_project_sync("basic-memory-testing-20250626-1009")
+    sync_tracker.start_project_watch("basic-memory-testing-20250626-1009")
+
+    # Global status should be failed due to "main" project
+    assert sync_tracker.global_status == SyncStatus.FAILED
+    assert not sync_tracker.is_ready
+
+    # But the healthy project should be ready for operations
+    assert sync_tracker.is_project_ready("basic-memory-testing-20250626-1009")
+    assert not sync_tracker.is_project_ready("main")
+
+    # This demonstrates the fix: project-specific checks allow isolation

tests/test_config.py

@@ -0,0 +1,78 @@
+"""Test configuration management."""
+
+from basic_memory.config import BasicMemoryConfig
+
+
+class TestBasicMemoryConfig:
+    """Test BasicMemoryConfig behavior with BASIC_MEMORY_HOME environment variable."""
+
+    def test_default_behavior_without_basic_memory_home(self, config_home, monkeypatch):
+        """Test that config uses default path when BASIC_MEMORY_HOME is not set."""
+        # Ensure BASIC_MEMORY_HOME is not set
+        monkeypatch.delenv("BASIC_MEMORY_HOME", raising=False)
+
+        config = BasicMemoryConfig()
+
+        # Should use the default path (home/basic-memory)
+        expected_path = str(config_home / "basic-memory")
+        assert config.projects["main"] == expected_path
+
+    def test_respects_basic_memory_home_environment_variable(self, config_home, monkeypatch):
+        """Test that config respects BASIC_MEMORY_HOME environment variable."""
+        custom_path = str(config_home / "app" / "data")
+        monkeypatch.setenv("BASIC_MEMORY_HOME", custom_path)
+
+        config = BasicMemoryConfig()
+
+        # Should use the custom path from environment variable
+        assert config.projects["main"] == custom_path
+
+    def test_model_post_init_respects_basic_memory_home(self, config_home, monkeypatch):
+        """Test that model_post_init creates main project with BASIC_MEMORY_HOME when missing."""
+        custom_path = str(config_home / "custom" / "memory" / "path")
+        monkeypatch.setenv("BASIC_MEMORY_HOME", custom_path)
+
+        # Create config without main project
+        other_path = str(config_home / "some" / "path")
+        config = BasicMemoryConfig(projects={"other": other_path})
+
+        # model_post_init should have added main project with BASIC_MEMORY_HOME
+        assert "main" in config.projects
+        assert config.projects["main"] == custom_path
+
+    def test_model_post_init_fallback_without_basic_memory_home(self, config_home, monkeypatch):
+        """Test that model_post_init falls back to default when BASIC_MEMORY_HOME is not set."""
+        # Ensure BASIC_MEMORY_HOME is not set
+        monkeypatch.delenv("BASIC_MEMORY_HOME", raising=False)
+
+        # Create config without main project
+        other_path = str(config_home / "some" / "path")
+        config = BasicMemoryConfig(projects={"other": other_path})
+
+        # model_post_init should have added main project with default path
+        expected_path = str(config_home / "basic-memory")
+        assert "main" in config.projects
+        assert config.projects["main"] == expected_path
+
+    def test_basic_memory_home_with_relative_path(self, config_home, monkeypatch):
+        """Test that BASIC_MEMORY_HOME works with relative paths."""
+        relative_path = "relative/memory/path"
+        monkeypatch.setenv("BASIC_MEMORY_HOME", relative_path)
+
+        config = BasicMemoryConfig()
+
+        # Should use the exact value from environment variable
+        assert config.projects["main"] == relative_path
+
+    def test_basic_memory_home_overrides_existing_main_project(self, config_home, monkeypatch):
+        """Test that BASIC_MEMORY_HOME is not used when a map is passed in the constructor."""
+        custom_path = str(config_home / "override" / "memory" / "path")
+        monkeypatch.setenv("BASIC_MEMORY_HOME", custom_path)
+
+        # Try to create config with a different main project path
+        original_path = str(config_home / "original" / "path")
+        config = BasicMemoryConfig(projects={"main": original_path})
+
+        # The default_factory should override with BASIC_MEMORY_HOME value
+        # Note: This tests the current behavior where default_factory takes precedence
+        assert config.projects["main"] == original_path

uv.lock

@@ -121,7 +121,7 @@ requires-dist = [
     { name = "alembic", specifier = ">=1.14.1" },
     { name = "dateparser", specifier = ">=1.2.0" },
     { name = "fastapi", extras = ["standard"], specifier = ">=0.115.8" },
-    { name = "fastmcp", specifier = ">=2.3.4" },
+    { name = "fastmcp", specifier = ">=2.3.4,<2.10.0" },
     { name = "greenlet", specifier = ">=3.1.1" },
     { name = "icecream", specifier = ">=2.1.3" },
     { name = "loguru", specifier = ">=0.7.3" },