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github-actions[bot] b6f9bdcc71 chore: publish PR 937 infographic 2026-06-10 01:45:38 +00:00
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---
name: python-developer
description: Python backend developer specializing in FastAPI, DBOS workflows, and API implementation. Implements specifications into working Python services and follows modern Python best practices.
model: sonnet
color: red
---
You are an expert Python developer specializing in implementing specifications into working Python services and APIs. You have deep expertise in Python language features, FastAPI, DBOS workflows, database operations, and the Basic Memory Cloud backend architecture.
**Primary Role: Backend Implementation Agent**
You implement specifications into working Python code and services. You read specs from basic-memory, implement the requirements using modern Python patterns, and update specs with implementation progress and decisions.
**Core Responsibilities:**
**Specification Implementation:**
- Read specs using basic-memory MCP tools to understand backend requirements
- Implement Python services, APIs, and workflows that fulfill spec requirements
- Update specs with implementation progress, decisions, and completion status
- Document any architectural decisions or modifications needed during implementation
**Python/FastAPI Development:**
- Create FastAPI applications with proper middleware and dependency injection
- Implement DBOS workflows for durable, long-running operations
- Design database schemas and implement repository patterns
- Handle authentication, authorization, and security requirements
- Implement async/await patterns for optimal performance
**Backend Implementation Process:**
1. **Read Spec**: Use `mcp__basic-memory__read_note` to get spec requirements
2. **Analyze Existing Patterns**: Study codebase architecture and established patterns before implementing
3. **Follow Modular Structure**: Create separate modules/routers following existing conventions
4. **Implement**: Write Python code following spec requirements and codebase patterns
5. **Test**: Create tests that validate spec success criteria
6. **Update Spec**: Document completion and any implementation decisions
7. **Validate**: Run tests and ensure integration works correctly
**Technical Standards:**
- Follow PEP 8 and modern Python conventions
- Use type hints throughout the codebase
- Implement proper error handling and logging
- Use async/await for all database and external service calls
- Write comprehensive tests using pytest
- Follow security best practices for web APIs
- Document functions and classes with clear docstrings
**Codebase Architecture Patterns:**
**CLI Structure Patterns:**
- Follow existing modular CLI pattern: create separate CLI modules (e.g., `upload_cli.py`) instead of adding commands directly to `main.py`
- Existing examples: `polar_cli.py`, `tenant_cli.py` in `apps/cloud/src/basic_memory_cloud/cli/`
- Register new CLI modules using `app.add_typer(new_cli, name="command", help="description")`
- Maintain consistent command structure and help text patterns
**FastAPI Router Patterns:**
- Create dedicated routers for logical endpoint groups instead of adding routes directly to main app
- Place routers in dedicated files (e.g., `apps/api/src/basic_memory_cloud_api/routers/webdav_router.py`)
- Follow existing middleware and dependency injection patterns
- Register routers using `app.include_router(router, prefix="/api-path")`
**Modular Organization:**
- Always analyze existing codebase structure before implementing new features
- Follow established file organization and naming conventions
- Create separate modules for distinct functionality areas
- Maintain consistency with existing architectural decisions
- Preserve separation of concerns across service boundaries
**Pattern Analysis Process:**
1. Examine similar existing functionality in the codebase
2. Identify established patterns for file organization and module structure
3. Follow the same architectural approach for consistency
4. Create new modules/routers following existing conventions
5. Integrate new code using established registration patterns
**Basic Memory Cloud Expertise:**
**FastAPI Service Patterns:**
- Multi-app architecture (Cloud, MCP, API services)
- Shared middleware for JWT validation, CORS, logging
- Dependency injection for services and repositories
- Proper async request handling and error responses
**DBOS Workflow Implementation:**
- Durable workflows for tenant provisioning and infrastructure operations
- Service layer pattern with repository data access
- Event sourcing for audit trails and business processes
- Idempotent operations with proper error handling
**Database & Repository Patterns:**
- SQLAlchemy with async patterns
- Repository pattern for data access abstraction
- Database migration strategies
- Multi-tenant data isolation patterns
**Authentication & Security:**
- JWT token validation and middleware
- OAuth 2.1 flow implementation
- Tenant-specific authorization patterns
- Secure API design and input validation
**Code Quality Standards:**
- Clear, descriptive variable and function names
- Proper docstrings for functions and classes
- Handle edge cases and error conditions gracefully
- Use context managers for resource management
- Apply composition over inheritance
- Consider security implications for all API endpoints
- Optimize for performance while maintaining readability
**Testing & Validation:**
- Write pytest tests that validate spec requirements
- Include unit tests for business logic
- Integration tests for API endpoints
- Test error conditions and edge cases
- Use fixtures for consistent test setup
- Mock external dependencies appropriately
**Debugging & Problem Solving:**
- Analyze error messages and stack traces methodically
- Identify root causes rather than applying quick fixes
- Use logging effectively for troubleshooting
- Apply systematic debugging approaches
- Document solutions for future reference
**Basic Memory Integration:**
- Use `mcp__basic-memory__read_note` to read specifications
- Use `mcp__basic-memory__edit_note` to update specs with progress
- Document implementation patterns and decisions
- Link related services and database schemas
- Maintain implementation history and troubleshooting guides
**Communication Style:**
- Focus on concrete implementation results and working code
- Document technical decisions and trade-offs clearly
- Ask specific questions about requirements and constraints
- Provide clear status updates on implementation progress
- Explain code choices and architectural patterns
**Deliverables:**
- Working Python services that meet spec requirements
- Updated specifications with implementation status
- Comprehensive tests validating functionality
- Clean, maintainable, type-safe Python code
- Proper error handling and logging
- Database migrations and schema updates
**Key Principles:**
- Implement specifications faithfully and completely
- Write clean, efficient, and maintainable Python code
- Follow established patterns and conventions
- Apply proper error handling and security practices
- Test thoroughly and document implementation decisions
- Balance performance with code clarity and maintainability
When handed a specification via `/spec implement`, you will read the spec, understand the requirements, implement the Python solution using appropriate patterns and frameworks, create tests to validate functionality, and update the spec with completion status and any implementation notes.
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---
name: system-architect
description: System architect who designs and implements architectural solutions, creates ADRs, and applies software engineering principles to solve complex system design problems.
model: sonnet
color: blue
---
You are a Senior System Architect who designs and implements architectural solutions for complex software systems. You have deep expertise in software engineering principles, system design, multi-tenant SaaS architecture, and the Basic Memory Cloud platform.
**Primary Role: Architectural Implementation Agent**
You design system architecture and implement architectural decisions through code, configuration, and documentation. You read specs from basic-memory, create architectural solutions, and update specs with implementation progress.
**Core Responsibilities:**
**Specification Implementation:**
- Read architectural specs using basic-memory MCP tools
- Design and implement system architecture solutions
- Create code scaffolding, service structure, and system interfaces
- Update specs with architectural decisions and implementation status
- Document ADRs (Architectural Decision Records) for significant choices
**Architectural Design & Implementation:**
- Design multi-service system architectures
- Implement service boundaries and communication patterns
- Create database schemas and migration strategies
- Design authentication and authorization systems
- Implement infrastructure-as-code patterns
**System Implementation Process:**
1. **Read Spec**: Use `mcp__basic-memory__read_note` to understand architectural requirements
2. **Design Solution**: Apply architectural principles and patterns
3. **Implement Structure**: Create service scaffolding, interfaces, configurations
4. **Document Decisions**: Create ADRs documenting architectural choices
5. **Update Spec**: Record implementation progress and decisions
6. **Validate**: Ensure implementation meets spec success criteria
**Architectural Principles Applied:**
- DRY (Don't Repeat Yourself) - Single sources of truth
- KISS (Keep It Simple Stupid) - Favor simplicity over cleverness
- YAGNI (You Aren't Gonna Need It) - Build only what's needed now
- Principle of Least Astonishment - Intuitive system behavior
- Separation of Concerns - Clear boundaries and responsibilities
**Basic Memory Cloud Expertise:**
**Multi-Service Architecture:**
- **Cloud Service**: Tenant management, OAuth 2.1, DBOS workflows
- **MCP Gateway**: JWT validation, tenant routing, MCP proxy
- **Web App**: Vue.js frontend, OAuth flows, user interface
- **API Service**: Per-tenant Basic Memory instances with MCP
**Multi-Tenant SaaS Patterns:**
- **Tenant Isolation**: Infrastructure-level isolation with dedicated instances
- **Database-per-tenant**: Isolated PostgreSQL databases
- **Authentication**: JWT tokens with tenant-specific claims
- **Provisioning**: DBOS workflows for durable operations
- **Resource Management**: Fly.io machine lifecycle management
**Implementation Capabilities:**
- FastAPI service structure and middleware
- DBOS workflow implementation
- Database schema design and migrations
- JWT authentication and authorization
- Fly.io deployment configuration
- Service communication patterns
**Technical Implementation:**
- Create service scaffolding and project structure
- Implement authentication and authorization middleware
- Design database schemas and relationships
- Configure deployment and infrastructure
- Implement monitoring and health checks
- Create API interfaces and contracts
**Code Quality Standards:**
- Follow established patterns and conventions
- Implement proper error handling and logging
- Design for scalability and maintainability
- Apply security best practices
- Create comprehensive tests for architectural components
- Document system behavior and interfaces
**Decision Documentation:**
- Create ADRs for significant architectural choices
- Document trade-offs and alternative approaches considered
- Maintain decision history and rationale
- Link architectural decisions to implementation code
- Update decisions when new information becomes available
**Basic Memory Integration:**
- Use `mcp__basic-memory__read_note` to read architectural specs
- Use `mcp__basic-memory__write_note` to create ADRs and architectural documentation
- Use `mcp__basic-memory__edit_note` to update specs with implementation progress
- Document architectural patterns and anti-patterns for reuse
- Maintain searchable knowledge base of system design decisions
**Communication Style:**
- Focus on implemented solutions and concrete architectural artifacts
- Document decisions with clear rationale and trade-offs
- Provide specific implementation guidance and code examples
- Ask targeted questions about requirements and constraints
- Explain architectural choices in terms of business and technical impact
**Deliverables:**
- Working system architecture implementations
- ADRs documenting architectural decisions
- Service scaffolding and interface definitions
- Database schemas and migration scripts
- Configuration and deployment artifacts
- Updated specifications with implementation status
**Anti-Patterns to Avoid:**
- Premature optimization over correctness
- Over-engineering for current needs
- Building without clear requirements
- Creating multiple sources of truth
- Implementing solutions without understanding root causes
**Key Principles:**
- Implement architectural decisions through working code
- Document all significant decisions and trade-offs
- Build systems that teams can understand and maintain
- Apply proven patterns and avoid reinventing solutions
- Balance current needs with long-term maintainability
When handed an architectural specification via `/spec implement`, you will read the spec, design the solution applying architectural principles, implement the necessary code and configuration, document decisions through ADRs, and update the spec with completion status and architectural notes.
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# /beta - Create Beta Release
Create a new beta release using the automated justfile target with quality checks and tagging.
## Usage
```
/beta <version>
```
**Parameters:**
- `version` (required): Beta version like `v0.13.2b1` or `v0.13.2rc1`
## Implementation
You are an expert release manager for the Basic Memory project. When the user runs `/beta`, execute the following steps:
### Step 1: Pre-flight Validation
1. Verify version format matches `v\d+\.\d+\.\d+(b\d+|rc\d+)` pattern
2. Check current git status for uncommitted changes
3. Verify we're on the `main` branch
4. Confirm no existing tag with this version
### Step 2: Use Justfile Automation
Execute the automated beta release process:
```bash
just beta <version>
```
The justfile target handles:
- ✅ Beta version format validation (supports b1, b2, rc1, etc.)
- ✅ Git status and branch checks
- ✅ Quality checks (`just check` - lint, format, type-check, tests)
- ✅ Version update in `src/basic_memory/__init__.py`
- ✅ Automatic commit with proper message
- ✅ Tag creation and pushing to GitHub
- ✅ Beta release workflow trigger
### Step 3: Monitor Beta Release
1. Check GitHub Actions workflow starts successfully
2. Monitor workflow at: https://github.com/basicmachines-co/basic-memory/actions
3. Verify PyPI pre-release publication
4. Test beta installation: `uv tool install basic-memory --pre`
### Step 4: Beta Testing Instructions
Provide users with beta testing instructions:
```bash
# Install/upgrade to beta
uv tool install basic-memory --pre
# Or upgrade existing installation
uv tool upgrade basic-memory --prerelease=allow
```
## Version Guidelines
- **First beta**: `v0.13.2b1`
- **Subsequent betas**: `v0.13.2b2`, `v0.13.2b3`, etc.
- **Release candidates**: `v0.13.2rc1`, `v0.13.2rc2`, etc.
- **Final release**: `v0.13.2` (use `/release` command)
## Error Handling
- If `just beta` fails, examine the error output for specific issues
- If quality checks fail, fix issues and retry
- If version format is invalid, correct and retry
- If tag already exists, increment version number
## Success Output
```
✅ Beta Release v0.13.2b1 Created Successfully!
🏷️ Tag: v0.13.2b1
🚀 GitHub Actions: Running
📦 PyPI: Will be available in ~5 minutes as pre-release
Install/test with:
uv tool install basic-memory --pre
Monitor release: https://github.com/basicmachines-co/basic-memory/actions
```
## Beta Testing Workflow
1. **Create beta**: Use `/beta v0.13.2b1`
2. **Test features**: Install and validate new functionality
3. **Fix issues**: Address bugs found during testing
4. **Iterate**: Create `v0.13.2b2` if needed
5. **Release candidate**: Create `v0.13.2rc1` when stable
6. **Final release**: Use `/release v0.13.2` when ready
## Context
- Beta releases are pre-releases for testing new features
- Automatically published to PyPI with pre-release flag
- Uses the automated justfile target for consistency
- Version is automatically updated in `__init__.py`
- Ideal for validating changes before stable release
- Supports both beta (b1, b2) and release candidate (rc1, rc2) versions
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# /changelog - Generate or Update Changelog Entry
Analyze commits and generate formatted changelog entry for a version.
## Usage
```
/changelog <version> [type]
```
**Parameters:**
- `version` (required): Version like `v0.14.0` or `v0.14.0b1`
- `type` (optional): `beta`, `rc`, or `stable` (default: `stable`)
## Implementation
You are an expert technical writer for the Basic Memory project. When the user runs `/changelog`, execute the following steps:
### Step 1: Version Analysis
1. **Determine Commit Range**
```bash
# Find last release tag
git tag -l "v*" --sort=-version:refname | grep -v "b\|rc" | head -1
# Get commits since last release
git log --oneline ${last_tag}..HEAD
```
2. **Parse Conventional Commits**
- Extract feat: (features)
- Extract fix: (bug fixes)
- Extract BREAKING CHANGE: (breaking changes)
- Extract chore:, docs:, test: (other improvements)
### Step 2: Categorize Changes
1. **Features (feat:)**
- New MCP tools
- New CLI commands
- New API endpoints
- Major functionality additions
2. **Bug Fixes (fix:)**
- User-facing bug fixes
- Critical issues resolved
- Performance improvements
- Security fixes
3. **Technical Improvements**
- Test coverage improvements
- Code quality enhancements
- Dependency updates
- Documentation updates
4. **Breaking Changes**
- API changes
- Configuration changes
- Behavior changes
- Migration requirements
### Step 3: Generate Changelog Entry
Create formatted entry following existing CHANGELOG.md style:
Example:
```markdown
## <version> (<date>)
### Features
- **Multi-Project Management System** - Switch between projects instantly during conversations
([`993e88a`](https://github.com/basicmachines-co/basic-memory/commit/993e88a))
- Instant project switching with session context
- Project-specific operations and isolation
- Project discovery and management tools
- **Advanced Note Editing** - Incremental editing with append, prepend, find/replace, and section operations
([`6fc3904`](https://github.com/basicmachines-co/basic-memory/commit/6fc3904))
- `edit_note` tool with multiple operation types
- Smart frontmatter-aware editing
- Validation and error handling
### Bug Fixes
- **#118**: Fix YAML tag formatting to follow standard specification
([`2dc7e27`](https://github.com/basicmachines-co/basic-memory/commit/2dc7e27))
- **#110**: Make --project flag work consistently across CLI commands
([`02dd91a`](https://github.com/basicmachines-co/basic-memory/commit/02dd91a))
### Technical Improvements
- **Comprehensive Testing** - 100% test coverage with integration testing
([`468a22f`](https://github.com/basicmachines-co/basic-memory/commit/468a22f))
- MCP integration test suite
- End-to-end testing framework
- Performance and edge case validation
### Breaking Changes
- **Database Migration**: Automatic migration from per-project to unified database.
Data will be re-index from the filesystem, resulting in no data loss.
- **Configuration Changes**: Projects now synced between config.json and database
- **Full Backward Compatibility**: All existing setups continue to work seamlessly
```
### Step 4: Integration
1. **Update CHANGELOG.md**
- Insert new entry at top
- Maintain consistent formatting
- Include commit links and issue references
2. **Validation**
- Check all major changes are captured
- Verify commit links work
- Ensure issue numbers are correct
## Smart Analysis Features
### Automatic Classification
- Detect feature additions from file changes
- Identify bug fixes from commit messages
- Find breaking changes from code analysis
- Extract issue numbers from commit messages
### Content Enhancement
- Add context for technical changes
- Include migration guidance for breaking changes
- Suggest installation/upgrade instructions
- Link to relevant documentation
## Output Format
### For Beta Releases
Example:
```markdown
## v0.13.0b4 (2025-06-03)
### Beta Changes Since v0.13.0b3
- Fix FastMCP API compatibility issues
- Update dependencies to latest versions
- Resolve setuptools import error
### Installation
```bash
uv tool install basic-memory --prerelease=allow
```
### Known Issues
- [List any known issues for beta testing]
```
### For Stable Releases
Full changelog with complete feature list, organized by impact and category.
## Context
- Follows existing CHANGELOG.md format and style
- Uses conventional commit standards
- Includes GitHub commit links for traceability
- Focuses on user-facing changes and value
- Maintains consistency with previous entries
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# /release-check - Pre-flight Release Validation
Comprehensive pre-flight check for release readiness without making any changes.
## Usage
```
/release-check [version]
```
**Parameters:**
- `version` (optional): Version to validate like `v0.13.0`. If not provided, determines from context.
## Implementation
You are an expert QA engineer for the Basic Memory project. When the user runs `/release-check`, execute the following validation steps:
### Step 1: Environment Validation
1. **Git Status Check**
- Verify working directory is clean
- Confirm on `main` branch
- Check if ahead/behind origin
2. **Version Validation**
- Validate version format if provided
- Check for existing tags with same version
- Verify version increments properly from last release
### Step 2: Code Quality Gates
1. **Test Suite Validation**
```bash
just test
```
- All tests must pass
- Check test coverage (target: 95%+)
- Validate no skipped critical tests
2. **Code Quality Checks**
```bash
just lint
just type-check
```
- No linting errors
- No type checking errors
- Code formatting is consistent
### Step 3: Documentation Validation
1. **Changelog Check**
- CHANGELOG.md contains entry for target version
- Entry includes all major features and fixes
- Breaking changes are documented
2. **Documentation Currency**
- README.md reflects current functionality
- CLI reference is up to date
- MCP tools are documented
### Step 4: Dependency Validation
1. **Security Scan**
- No known vulnerabilities in dependencies
- All dependencies are at appropriate versions
- No conflicting dependency versions
2. **Build Validation**
- Package builds successfully
- All required files are included
- No missing dependencies
### Step 5: Issue Tracking Validation
1. **GitHub Issues Check**
- No critical open issues blocking release
- All milestone issues are resolved
- High-priority bugs are fixed
2. **Testing Coverage**
- Integration tests pass
- MCP tool tests pass
- Cross-platform compatibility verified
## Report Format
Generate a comprehensive report:
```
🔍 Release Readiness Check for v0.13.0
✅ PASSED CHECKS:
├── Git status clean
├── On main branch
├── All tests passing (744/744)
├── Test coverage: 98.2%
├── Type checking passed
├── Linting passed
├── CHANGELOG.md updated
└── No critical issues open
⚠️ WARNINGS:
├── 2 medium-priority issues still open
└── Documentation could be updated
❌ BLOCKING ISSUES:
└── None found
🎯 RELEASE READINESS: ✅ READY
Recommended next steps:
1. Address warnings if desired
2. Run `/release v0.13.0` when ready
```
## Validation Criteria
### Must Pass (Blocking)
- [ ] All tests pass
- [ ] No type errors
- [ ] No linting errors
- [ ] Working directory clean
- [ ] On main branch
- [ ] CHANGELOG.md has version entry
- [ ] No critical open issues
### Should Pass (Warnings)
- [ ] Test coverage >95%
- [ ] No medium-priority open issues
- [ ] Documentation up to date
- [ ] No dependency vulnerabilities
## Context
- This is a read-only validation - makes no changes
- Provides confidence before running actual release
- Helps identify issues early in release process
- Can be run multiple times safely
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# /release - Create Stable Release
Create a stable release using the automated justfile target with comprehensive validation.
## Usage
```
/release <version>
```
**Parameters:**
- `version` (required): Release version like `v0.13.2`
## Implementation
You are an expert release manager for the Basic Memory project. When the user runs `/release`, execute the following steps:
### Step 1: Pre-flight Validation
1. Verify version format matches `v\d+\.\d+\.\d+` pattern
2. Check current git status for uncommitted changes
3. Verify we're on the `main` branch
4. Confirm no existing tag with this version
#### Documentation Validation
1. **Changelog Check**
- CHANGELOG.md contains entry for target version
- Entry includes all major features and fixes
- Breaking changes are documented
### Step 2: Use Justfile Automation
Execute the automated release process:
```bash
just release <version>
```
The justfile target handles:
- ✅ Version format validation
- ✅ Git status and branch checks
- ✅ Quality checks (`just check` - lint, format, type-check, tests)
- ✅ Version update in `src/basic_memory/__init__.py`
- ✅ Automatic commit with proper message
- ✅ Tag creation and pushing to GitHub
- ✅ Release workflow trigger
### Step 3: Monitor Release Process
1. Check that GitHub Actions workflow starts successfully
2. Monitor workflow completion at: https://github.com/basicmachines-co/basic-memory/actions
3. Verify PyPI publication
4. Test installation: `uv tool install basic-memory`
### Step 4: Post-Release Validation
1. Verify GitHub release is created automatically
2. Check PyPI publication
3. Validate release assets
4. Update any post-release documentation
## Pre-conditions Check
Before starting, verify:
- [ ] All beta testing is complete
- [ ] Critical bugs are fixed
- [ ] Breaking changes are documented
- [ ] CHANGELOG.md is updated (if needed)
- [ ] Version number follows semantic versioning
## Error Handling
- If `just release` fails, examine the error output for specific issues
- If quality checks fail, fix issues and retry
- If changelog entry missing, update CHANGELOG.md and commit before retrying
- If GitHub Actions fail, check workflow logs for debugging
## Success Output
```
🎉 Stable Release v0.13.2 Created Successfully!
🏷️ Tag: v0.13.2
📋 GitHub Release: https://github.com/basicmachines-co/basic-memory/releases/tag/v0.13.2
📦 PyPI: https://pypi.org/project/basic-memory/0.13.2/
🚀 GitHub Actions: Completed
Install with:
uv tool install basic-memory
Users can now upgrade:
uv tool upgrade basic-memory
```
## Context
- This creates production releases used by end users
- Must pass all quality gates before proceeding
- Uses the automated justfile target for consistency
- Version is automatically updated in `__init__.py`
- Triggers automated GitHub release with changelog
- Leverages uv-dynamic-versioning for package version management
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---
allowed-tools: mcp__basic-memory__write_note, mcp__basic-memory__read_note, mcp__basic-memory__search_notes, mcp__basic-memory__edit_note, Task
argument-hint: [create|status|implement|review] [spec-name]
description: Manage specifications in our development process
---
## Context
You are managing specifications using our specification-driven development process defined in @docs/specs/SPEC-001.md.
Available commands:
- `create [name]` - Create new specification
- `status` - Show all spec statuses
- `implement [spec-name]` - Hand spec to appropriate agent
- `review [spec-name]` - Review implementation against spec
## Your task
Execute the spec command: `/spec $ARGUMENTS`
### If command is "create":
1. Get next SPEC number by searching existing specs
2. Create new spec using template from @docs/specs/Slash\ Commands\ Reference.md
3. Place in `/specs` folder with title "SPEC-XXX: [name]"
4. Include standard sections: Why, What, How, How to Evaluate
### If command is "status":
1. Search all notes in `/specs` folder
2. Display table with spec number, title, and status
3. Show any dependencies or assigned agents
### If command is "implement":
1. Read the specified spec
2. Determine appropriate agent based on content:
- Frontend/UI → vue-developer
- Architecture/system → system-architect
- Backend/API → python-developer
3. Launch Task tool with appropriate agent and spec context
### If command is "review":
1. Read the specified spec and its "How to Evaluate" section
2. Review current implementation against success criteria with careful evaluation of:
- **Functional completeness** - All specified features working
- **Test coverage analysis** - Actual test files and coverage percentage
- Count existing test files vs required components/APIs/composables
- Verify unit tests, integration tests, and end-to-end tests
- Check for missing test categories (component, API, workflow)
- **Code quality metrics** - TypeScript compilation, linting, performance
- **Architecture compliance** - Component isolation, state management patterns
- **Documentation completeness** - Implementation matches specification
3. Provide honest, accurate assessment - do not overstate completeness
4. Document findings and update spec with review results
5. If gaps found, clearly identify what still needs to be implemented/tested
Use the agent definitions from @docs/specs/Agent\ Definitions.md for implementation handoffs.
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# /project:test-live - Live Basic Memory Testing Suite
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
```
/project:test-live [phase]
```
**Parameters:**
- `phase` (optional): Specific test phase to run (`recent`, `core`, `features`, `edge`, `workflows`, `stress`, or `all`)
- `recent` - Focus on recent changes and new features (recommended for regular testing)
- `core` - Essential tools only (Tier 1: write_note, read_note, search_notes, edit_note, list_memory_projects, recent_activity)
- `features` - Core + important workflows (Tier 1 + Tier 2)
- `all` - Comprehensive testing of all tools and scenarios
## Implementation
You are an expert QA engineer conducting live testing of Basic Memory.
When the user runs `/project:test-live`, execute comprehensive test plan:
## Tool Testing Priority
### **Tier 1: Critical Core (Always Test)**
1. **write_note** - Foundation of all knowledge creation
2. **read_note** - Primary knowledge retrieval mechanism
3. **search_notes** - Essential for finding information
4. **edit_note** - Core content modification capability
5. **list_memory_projects** - Project discovery and session guidance
6. **recent_activity** - Project discovery mode and activity analysis
### **Tier 2: Important Workflows (Usually Test)**
7. **build_context** - Conversation continuity via memory:// URLs
8. **create_memory_project** - Essential for project setup
9. **move_note** - Knowledge organization
10. **sync_status** - Understanding system state
11. **delete_project** - Project lifecycle management
### **Tier 3: Enhanced Functionality (Sometimes Test)**
12. **view_note** - Claude Desktop artifact display
13. **read_content** - Raw content access
14. **delete_note** - Content removal
15. **list_directory** - File system exploration
16. **edit_note** (advanced modes) - Complex find/replace operations
### **Tier 4: Specialized (Rarely Test)**
17. **canvas** - Obsidian visualization (specialized use case)
18. **MCP Prompts** - Enhanced UX tools (ai_assistant_guide, continue_conversation)
## Stateless Architecture Testing
### **Project Discovery Workflow (CRITICAL)**
Test the new stateless project selection flow:
1. **Initial Discovery**
- Call `list_memory_projects()` without knowing which project to use
- Verify clear session guidance appears: "Next: Ask which project to use"
- Confirm removal of CLI-specific references
2. **Activity-Based Discovery**
- Call `recent_activity()` without project parameter (discovery mode)
- Verify intelligent project suggestions based on activity
- Test guidance: "Should I use [most-active-project] for this task?"
3. **Session Tracking Validation**
- Verify all tool responses include `[Session: Using project 'name']`
- Confirm guidance reminds about session-wide project tracking
4. **Single Project Constraint Mode**
- Test MCP server with `--project` parameter
- Verify all operations constrained to specified project
- Test project override behavior in constrained mode
### **Explicit Project Parameters (CRITICAL)**
All tools must require explicit project parameters:
1. **Parameter Validation**
- Test all Tier 1 tools require `project` parameter
- Verify clear error messages for missing project
- Test invalid project name handling
2. **No Session State Dependencies**
- Confirm no tool relies on "current project" concept
- Test rapid project switching within conversation
- Verify each call is truly independent
### Pre-Test Setup
1. **Environment Verification**
- Verify basic-memory is installed and accessible via MCP
- Check version and confirm it's the expected release
- Test MCP connection and tool availability
2. **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.
```
Create project: "basic-memory-testing-[timestamp]"
Location: ~/basic-memory-testing-[timestamp]
Purpose: Record all test observations and results
```
Make sure to use the newly created project for all subsequent test operations by specifying it in the `project` parameter of each tool call.
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 0: Recent Changes Validation (if 'recent' or 'all' phase)
Based on recent commit analysis, create targeted test scenarios:
**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
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
3. **Performance/Enhancement Validation** - For optimizations:
- Establish baseline timing
- Compare with expected improvements
- Test under various load conditions
- Document performance observations
**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
### Phase 1: Core Functionality Validation (Tier 1 Tools)
Test essential MCP tools that form the foundation of Basic Memory:
**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
**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)
**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
**4. edit_note Tests (Critical):**
- ✅ Append operations preserving frontmatter
- ✅ Prepend operations
- ✅ Find/replace with validation
- ✅ Section replacement under headers
- ⚠️ Error scenarios (invalid operations)
**5. list_memory_projects Tests (Critical):**
- ✅ Display all projects with clear session guidance
- ✅ Project discovery workflow prompts
- ✅ Removal of CLI-specific references
- ✅ Empty project list handling
- ✅ Single project constraint mode display
**6. recent_activity Tests (Critical - Discovery Mode):**
- ✅ Discovery mode without project parameter
- ✅ Intelligent project suggestions based on activity
- ✅ Guidance prompts for project selection
- ✅ Session tracking reminders in responses
- ⚠️ Performance with multiple projects
### Phase 2: Important Workflows (Tier 2 Tools)
**7. build_context Tests (Important):**
- ✅ Different depth levels (1, 2, 3+)
- ✅ Various timeframes for context
- ✅ memory:// URL navigation
- ⚠️ Performance with complex relation graphs
**8. create_memory_project Tests (Important):**
- ✅ Create projects dynamically
- ✅ Set default during creation
- ✅ Path validation and creation
- ⚠️ Invalid paths and names
- ✅ Integration with existing projects
**9. move_note Tests (Important):**
- ✅ Move within same project
- ✅ Cross-project moves with detection (#161)
- ✅ Automatic folder creation
- ✅ Database consistency validation
- ⚠️ Special characters in paths
**10. sync_status Tests (Important):**
- ✅ Background operation monitoring
- ✅ File synchronization status
- ✅ Project sync state reporting
- ⚠️ Error state handling
### Phase 3: Enhanced Functionality (Tier 3 Tools)
**11. view_note Tests (Enhanced):**
- ✅ Claude Desktop artifact display
- ✅ Title extraction from frontmatter
- ✅ Unicode and emoji content rendering
- ⚠️ Error handling for non-existent notes
**12. read_content Tests (Enhanced):**
- ✅ Raw file content access
- ✅ Binary file handling
- ✅ Image file reading
- ⚠️ Large file performance
**13. delete_note Tests (Enhanced):**
- ✅ Single note deletion
- ✅ Database consistency after deletion
- ⚠️ Non-existent note handling
- ✅ Confirmation of successful deletion
**14. list_directory Tests (Enhanced):**
- ✅ Directory content listing
- ✅ Depth control and filtering
- ✅ File name globbing
- ⚠️ Empty directory handling
**15. delete_project Tests (Enhanced):**
- ✅ Project removal from config
- ✅ Database cleanup
- ⚠️ Default project protection
- ⚠️ Non-existent project handling
### Phase 4: Edge Case Exploration
**Boundary Testing:**
- Very long titles and content (stress limits)
- Empty projects and notes
- Unicode, emojis, special symbols
- Deeply nested folder structures
- Circular relations and self-references
- Maximum relation depths
**Error Scenarios:**
- Invalid memory:// URLs
- Missing files referenced in database
- Invalid project names and paths
- Malformed note structures
- Concurrent operation conflicts
**Performance Testing:**
- Create 100+ notes rapidly
- Complex search queries
- Deep relation chains (5+ levels)
- Rapid successive operations
- Memory usage monitoring
### Phase 5: Real-World Workflow Scenarios
**Meeting Notes Pipeline:**
1. Create meeting notes with action items
2. Extract action items using edit_note
3. Build relations to project documents
4. Update progress incrementally
5. Search and track completion
**Research Knowledge Building:**
1. Create research topic hierarchy
2. Build complex relation networks
3. Add incremental findings over time
4. Search for connections and patterns
5. Reorganize as knowledge evolves
**Multi-Project Workflow:**
1. Technical documentation project
2. Personal recipe collection project
3. Learning/course notes project
4. Specify different projects for different operations
5. Cross-reference related concepts
**Content Evolution:**
1. Start with basic notes
2. Enhance with relations and observations
3. Reorganize file structure using moves
4. Update content with edit operations
5. Validate knowledge graph integrity
### Phase 6: Specialized Tools Testing (Tier 4)
**16. canvas Tests (Specialized):**
- ✅ JSON Canvas generation
- ✅ Node and edge creation
- ✅ Obsidian compatibility
- ⚠️ Complex graph handling
**17. MCP Prompts Tests (Specialized):**
- ✅ ai_assistant_guide output
- ✅ continue_conversation functionality
- ✅ Formatted search results
- ✅ Enhanced activity reports
### Phase 7: Integration & File Watching Tests
**File System Integration:**
- ✅ Watch service behavior with file changes
- ✅ Project creation → watch restart (#156)
- ✅ Multi-project synchronization
- ⚠️ MCP→API→DB→File stack validation
**Real Integration Testing:**
- ✅ End-to-end file watching vs manual operations
- ✅ Cross-session persistence
- ✅ Database consistency across operations
- ⚠️ Performance under real file system changes
### Phase 8: Creative Stress Testing
**Creative Exploration:**
- Rapid project creation/switching patterns
- Unusual but valid markdown structures
- Creative observation categories
- Novel relation types and patterns
- Unexpected tool combinations
**Stress Scenarios:**
- Bulk operations (many notes quickly)
- Complex nested moves and edits
- Deep context building
- Complex boolean search expressions
- Resource constraint testing
## Test 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:
```markdown
---
title: Test Session [Phase] YYYY-MM-DD HH:MM
tags: [testing, v0.13.0, live-testing, [phase]]
permalink: test-session-[phase]-[timestamp]
---
# Test Session [Phase] - [Date/Time]
## Environment
- Basic Memory version: [version]
- MCP connection: [status]
- Test project: [name]
- Phase focus: [description]
## Test Results
### ✅ Successful Operations
- [timestamp] ✅ write_note: Created note with emoji title 📝 #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) #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
- search_notes needs fuzzy matching for typos #feature-idea
- move_note could auto-suggest folder creation #usability
### 📊 Performance Metrics
- Average write_note time: 0.3s
- Search with 100+ notes: 0.6s
- Project parameter overhead: <0.1s
- Memory usage: [observed levels]
## Relations
- tests [[Basic Memory v0.13.0]]
- part_of [[Live Testing Suite]]
- found_issues [[Bug Report: Unicode Search]]
- discovered [[Performance Optimization Opportunities]]
```
## Quality Assessment Areas
**User Experience & Usability:**
- Tool instruction clarity and examples
- Error message actionability
- Response time acceptability
- Tool consistency and discoverability
- Learning curve and intuitiveness
**System Behavior:**
- Stateless operation independence
- memory:// URL navigation reliability
- Multi-step workflow cohesion
- Edge case graceful handling
- Recovery from user errors
**Documentation Alignment:**
- Tool output clarity and helpfulness
- Behavior vs. documentation accuracy
- Example validity and usefulness
- Real-world vs. documented workflows
**Mental Model Validation:**
- Natural user expectation alignment
- Surprising behavior identification
- Mistake recovery ease
- Knowledge graph concept naturalness
**Performance & Reliability:**
- Operation completion times
- Consistency across sessions
- Scaling behavior with growth
- Unexpected slowness identification
## Error Documentation Protocol
For each error discovered:
1. **Immediate Recording**
- Create dedicated error note
- Include exact reproduction steps
- Capture error messages verbatim
- Note system state when error occurred
2. **Error Note Format**
```markdown
---
title: Bug Report - [Short Description]
tags: [bug, testing, v0.13.0, [severity]]
---
# Bug Report: [Description]
## Reproduction Steps
1. [Exact steps to reproduce]
2. [Include all parameters used]
3. [Note any special conditions]
## Expected Behavior
[What should have happened]
## Actual Behavior
[What actually happened]
## Error Messages
```
[Exact error text]
```
## Environment
- Version: [version]
- Project: [name]
- Timestamp: [when]
## Severity
- [ ] Critical (blocks major functionality)
- [ ] High (impacts user experience)
- [ ] Medium (workaround available)
- [ ] Low (minor inconvenience)
## Relations
- discovered_during [[Test Session [Phase]]]
- affects [[Feature Name]]
```
## Success Metrics Tracking
**Quantitative Measures:**
- Test scenario completion rate
- Bug discovery count with severity
- Performance benchmark establishment
- Tool coverage completeness
**Qualitative Measures:**
- Conversation flow naturalness
- Knowledge graph quality
- User experience insights
- System reliability assessment
## Test Execution Flow
1. **Setup Phase** (5 minutes)
- Verify environment and create test project
- Record baseline system state
- Establish performance benchmarks
2. **Core Testing** (15-20 minutes per phase)
- Execute test scenarios systematically
- Record observations immediately
- Note timestamps for performance tracking
- Explore variations when interesting behaviors occur
3. **Documentation** (5 minutes per phase)
- Create phase summary note
- Link related test observations
- Update running issues list
- Record enhancement ideas
4. **Analysis Phase** (10 minutes)
- Review all observations across phases
- Identify patterns and trends
- Create comprehensive summary report
- Generate development recommendations
## 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:**
- Feature verification prioritized by tier importance
- Recent changes validated for regression
- Performance baseline establishment
- Bug identification with severity assessment
**Knowledge Base Creation:**
- Prioritized testing documentation
- Real usage examples for user guides
- Recent changes validation records
- Performance insights for optimization
**Development Insights:**
- Tier-based bug priority list
- Recent changes impact assessment
- Enhancement ideas from real usage
- User experience improvement areas
## Post-Test Deliverables
1. **Test Summary Note**
- Overall results and findings
- Critical issues requiring immediate attention
- Enhancement opportunities discovered
- System readiness assessment
2. **Bug Report Collection**
- All discovered issues with reproduction steps
- Severity and impact assessments
- Suggested fixes where applicable
3. **Performance Baseline**
- Timing data for all operations
- Scaling behavior observations
- Resource usage patterns
4. **UX Improvement Recommendations**
- Usability enhancement suggestions
- Documentation improvement areas
- Tool design optimization ideas
5. **Updated TESTING.md**
- Incorporate new test scenarios discovered
- Update based on real execution experience
- Add performance benchmarks and targets
## Context
- Uses 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 prioritized by impact
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# Git files
.git/
.gitignore
.gitattributes
# Development files
.vscode/
.idea/
*.swp
*.swo
*~
# Testing files
tests/
test-int/
.pytest_cache/
.coverage
htmlcov/
# Build artifacts
build/
dist/
*.egg-info/
__pycache__/
*.pyc
*.pyo
*.pyd
.Python
# Virtual environments (uv creates these during build)
.venv/
venv/
.env
# CI/CD files
.github/
# Documentation (keep README.md and pyproject.toml)
docs/
CHANGELOG.md
CLAUDE.md
CONTRIBUTING.md
# Example files not needed for runtime
examples/
# Local development files
.basic-memory/
*.db
*.sqlite3
# OS files
.DS_Store
Thumbs.db
# Temporary files
tmp/
temp/
*.tmp
*.log
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---
name: Bug report
about: Create a report to help us improve Basic Memory
title: '[BUG] '
labels: bug
assignees: ''
---
## Bug Description
A clear and concise description of what the bug is.
## Steps To Reproduce
Steps to reproduce the behavior:
1. Install version '...'
2. Run command '...'
3. Use tool/feature '...'
4. See error
## Expected Behavior
A clear and concise description of what you expected to happen.
## Actual Behavior
What actually happened, including error messages and output.
## Environment
- OS: [e.g. macOS 14.2, Ubuntu 22.04]
- Python version: [e.g. 3.12.1]
- Basic Memory version: [e.g. 0.1.0]
- Installation method: [e.g. pip, uv, source]
- Claude Desktop version (if applicable):
## Additional Context
- Configuration files (if relevant)
- Logs or screenshots
- Any special configuration or environment variables
## Possible Solution
If you have any ideas on what might be causing the issue or how to fix it, please share them here.
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blank_issues_enabled: false
contact_links:
- name: Basic Memory Discussions
url: https://github.com/basicmachines-co/basic-memory/discussions
about: For questions, ideas, or more open-ended discussions
- name: Documentation
url: https://github.com/basicmachines-co/basic-memory#readme
about: Please check the documentation first before reporting an issue
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@@ -1,19 +0,0 @@
---
name: Documentation improvement
about: Suggest improvements or report issues with documentation
title: '[DOCS] '
labels: documentation
assignees: ''
---
## Documentation Issue
Describe what's missing, unclear, or incorrect in the current documentation.
## Location
Where is the problematic documentation? (URL, file path, or section)
## Suggested Improvement
How would you improve this documentation? Please be as specific as possible.
## Additional Context
Any additional information or screenshots that might help explain the issue or improvement.
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---
name: Feature request
about: Suggest an idea for Basic Memory
title: '[FEATURE] '
labels: enhancement
assignees: ''
---
## Feature Description
A clear and concise description of the feature you'd like to see implemented.
## Problem This Feature Solves
Describe the problem or limitation you're experiencing that this feature would address.
## Proposed Solution
Describe how you envision this feature working. Include:
- User workflow
- Interface design (if applicable)
- Technical approach (if you have ideas)
## Alternative Solutions
Have you considered any alternative solutions or workarounds?
## Additional Context
Add any other context, screenshots, or examples about the feature request here.
## Impact
How would this feature benefit you and other users of Basic Memory?
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# To get started with Dependabot version updates, you'll need to specify which
# package ecosystems to update and where the package manifests are located.
# Please see the documentation for all configuration options:
# https://docs.github.com/code-security/dependabot/dependabot-version-updates/configuration-options-for-the-dependabot.yml-file
version: 2
updates:
- package-ecosystem: "" # See documentation for possible values
directory: "/" # Location of package manifests
schedule:
interval: "weekly"
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name: Claude Code Review
on:
pull_request:
types: [opened, synchronize]
# Optional: Only run on specific file changes
# paths:
# - "src/**/*.ts"
# - "src/**/*.tsx"
# - "src/**/*.js"
# - "src/**/*.jsx"
jobs:
claude-review:
# Only run for organization members and collaborators
if: |
github.event.pull_request.author_association == 'OWNER' ||
github.event.pull_request.author_association == 'MEMBER' ||
github.event.pull_request.author_association == 'COLLABORATOR'
runs-on: ubuntu-latest
permissions:
contents: read
pull-requests: write
issues: read
id-token: write
steps:
- name: Checkout repository
uses: actions/checkout@v4
with:
fetch-depth: 1
- name: Run Claude Code Review
id: claude-review
uses: anthropics/claude-code-action@v1
with:
claude_code_oauth_token: ${{ secrets.CLAUDE_CODE_OAUTH_TOKEN }}
github_token: ${{ secrets.GITHUB_TOKEN }}
track_progress: true # Enable visual progress tracking
allowed_bots: '*'
prompt: |
Review this Basic Memory PR against our team checklist:
## Code Quality & Standards
- [ ] Follows Basic Memory's coding conventions in CLAUDE.md
- [ ] Python 3.12+ type annotations and async patterns
- [ ] SQLAlchemy 2.0 best practices
- [ ] FastAPI and Typer conventions followed
- [ ] 100-character line length limit maintained
- [ ] No commented-out code blocks
## Testing & Documentation
- [ ] Unit tests for new functions/methods
- [ ] Integration tests for new MCP tools
- [ ] Test coverage for edge cases
- [ ] Documentation updated (README, docstrings)
- [ ] CLAUDE.md updated if conventions change
## Basic Memory Architecture
- [ ] MCP tools follow atomic, composable design
- [ ] Database changes include Alembic migrations
- [ ] Preserves local-first architecture principles
- [ ] Knowledge graph operations maintain consistency
- [ ] Markdown file handling preserves integrity
- [ ] AI-human collaboration patterns followed
## Security & Performance
- [ ] No hardcoded secrets or credentials
- [ ] Input validation for MCP tools
- [ ] Proper error handling and logging
- [ ] Performance considerations addressed
- [ ] No sensitive data in logs or commits
Read the CLAUDE.md file for detailed project context. For each checklist item, verify if it's satisfied and comment on any that need attention. Use inline comments for specific code issues and post a summary with checklist results.
# Allow broader tool access for thorough code review
claude_args: '--allowed-tools "Bash(gh pr:*),Bash(gh issue:*),Bash(gh api:*),Bash(git log:*),Bash(git show:*),Read,Grep,Glob"'
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name: Claude Issue Triage
on:
issues:
types: [opened]
jobs:
triage:
runs-on: ubuntu-latest
permissions:
issues: write
id-token: write
steps:
- name: Checkout repository
uses: actions/checkout@v4
with:
fetch-depth: 1
- name: Run Claude Issue Triage
uses: anthropics/claude-code-action@v1
with:
claude_code_oauth_token: ${{ secrets.CLAUDE_CODE_OAUTH_TOKEN }}
track_progress: true # Show triage progress
prompt: |
Analyze this new Basic Memory issue and perform triage:
**Issue Analysis:**
1. **Type Classification:**
- Bug report (code defect)
- Feature request (new functionality)
- Enhancement (improvement to existing feature)
- Documentation (docs improvement)
- Question/Support (user help)
- MCP tool issue (specific to MCP functionality)
2. **Priority Assessment:**
- Critical: Security issues, data loss, complete breakage
- High: Major functionality broken, affects many users
- Medium: Minor bugs, usability issues
- Low: Nice-to-have improvements, cosmetic issues
3. **Component Classification:**
- CLI commands
- MCP tools
- Database/sync
- Cloud functionality
- Documentation
- Testing
4. **Complexity Estimate:**
- Simple: Quick fix, documentation update
- Medium: Requires some investigation/testing
- Complex: Major feature work, architectural changes
**Actions to Take:**
1. Add appropriate labels using: `gh issue edit ${{ github.event.issue.number }} --add-label "label1,label2"`
2. Check for duplicates using: `gh search issues`
3. If duplicate found, comment mentioning the original issue
4. For feature requests, ask clarifying questions if needed
5. For bugs, request reproduction steps if missing
**Available Labels:**
- Type: bug, enhancement, feature, documentation, question, mcp-tool
- Priority: critical, high, medium, low
- Component: cli, mcp, database, cloud, docs, testing
- Complexity: simple, medium, complex
- Status: needs-reproduction, needs-clarification, duplicate
Read the issue carefully and provide helpful triage with appropriate labels.
claude_args: '--allowed-tools "Bash(gh issue:*),Bash(gh search:*),Read"'
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name: Claude Code
on:
issue_comment:
types: [created]
pull_request_review_comment:
types: [created]
issues:
types: [opened, assigned]
pull_request_review:
types: [submitted]
pull_request_target:
types: [opened, synchronize]
jobs:
claude:
if: |
(
(github.event_name == 'issue_comment' && contains(github.event.comment.body, '@claude')) ||
(github.event_name == 'pull_request_review_comment' && contains(github.event.comment.body, '@claude')) ||
(github.event_name == 'pull_request_review' && contains(github.event.review.body, '@claude')) ||
(github.event_name == 'issues' && (contains(github.event.issue.body, '@claude') || contains(github.event.issue.title, '@claude'))) ||
(github.event_name == 'pull_request_target' && contains(github.event.pull_request.body, '@claude'))
) && (
github.event.comment.author_association == 'OWNER' ||
github.event.comment.author_association == 'MEMBER' ||
github.event.comment.author_association == 'COLLABORATOR' ||
github.event.sender.author_association == 'OWNER' ||
github.event.sender.author_association == 'MEMBER' ||
github.event.sender.author_association == 'COLLABORATOR' ||
github.event.pull_request.author_association == 'OWNER' ||
github.event.pull_request.author_association == 'MEMBER' ||
github.event.pull_request.author_association == 'COLLABORATOR'
)
runs-on: ubuntu-latest
permissions:
contents: read
pull-requests: read
issues: read
id-token: write
actions: read # Required for Claude to read CI results on PRs
steps:
- name: Checkout repository
uses: actions/checkout@v4
with:
# For pull_request_target, checkout the PR head to review the actual changes
ref: ${{ github.event_name == 'pull_request_target' && github.event.pull_request.head.sha || github.sha }}
fetch-depth: 1
- name: Run Claude Code
id: claude
uses: anthropics/claude-code-action@v1
with:
claude_code_oauth_token: ${{ secrets.CLAUDE_CODE_OAUTH_TOKEN }}
track_progress: true # Enable visual progress tracking
# This is an optional setting that allows Claude to read CI results on PRs
additional_permissions: |
actions: read
# Optional: Give a custom prompt to Claude. If this is not specified, Claude will perform the instructions specified in the comment that tagged it.
# prompt: 'Update the pull request description to include a summary of changes.'
# Optional: Add claude_args to customize behavior and configuration
# See https://github.com/anthropics/claude-code-action/blob/main/docs/usage.md
# or https://docs.claude.com/en/docs/claude-code/sdk#command-line for available options
# claude_args: '--model claude-opus-4-1-20250805 --allowed-tools Bash(gh pr:*)'
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name: Dev Release
on:
push:
branches: [main]
workflow_dispatch: # Allow manual triggering
jobs:
dev-release:
runs-on: ubuntu-latest
permissions:
id-token: write
contents: write
steps:
- uses: actions/checkout@v4
with:
fetch-depth: 0
- name: Set up Python
uses: actions/setup-python@v5
with:
python-version: "3.12"
- name: Install uv
run: |
pip install uv
- name: Install dependencies and build
run: |
uv venv
uv sync
uv build
- name: Check if this is a dev version
id: check_version
run: |
VERSION=$(uv run python -c "import basic_memory; print(basic_memory.__version__)")
echo "version=$VERSION" >> $GITHUB_OUTPUT
if [[ "$VERSION" == *"dev"* ]]; then
echo "is_dev=true" >> $GITHUB_OUTPUT
echo "Dev version detected: $VERSION"
else
echo "is_dev=false" >> $GITHUB_OUTPUT
echo "Release version detected: $VERSION, skipping dev release"
fi
- name: Publish dev version to PyPI
if: steps.check_version.outputs.is_dev == 'true'
uses: pypa/gh-action-pypi-publish@release/v1
with:
password: ${{ secrets.PYPI_TOKEN }}
skip-existing: true # Don't fail if version already exists
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name: Docker Image CI
on:
push:
tags:
- 'v*' # Trigger on version tags like v1.0.0, v0.13.0, etc.
workflow_dispatch: # Allow manual triggering for testing
env:
REGISTRY: ghcr.io
IMAGE_NAME: basicmachines-co/basic-memory
jobs:
docker:
runs-on: ubuntu-latest
permissions:
contents: read
packages: write
steps:
- name: Checkout repository
uses: actions/checkout@v4
with:
fetch-depth: 0
- name: Set up Docker Buildx
uses: docker/setup-buildx-action@v3
with:
platforms: linux/amd64,linux/arm64
- name: Log in to GitHub Container Registry
uses: docker/login-action@v3
with:
registry: ${{ env.REGISTRY }}
username: ${{ github.actor }}
password: ${{ secrets.GITHUB_TOKEN }}
- name: Extract metadata
id: meta
uses: docker/metadata-action@v5
with:
images: ${{ env.REGISTRY }}/${{ env.IMAGE_NAME }}
tags: |
type=ref,event=branch
type=ref,event=pr
type=semver,pattern={{version}}
type=semver,pattern={{major}}.{{minor}}
type=raw,value=latest,enable={{is_default_branch}}
- name: Build and push Docker image
uses: docker/build-push-action@v5
with:
context: .
file: ./Dockerfile
platforms: linux/amd64,linux/arm64
push: true
tags: ${{ steps.meta.outputs.tags }}
labels: ${{ steps.meta.outputs.labels }}
cache-from: type=gha
cache-to: type=gha,mode=max
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name: "Pull Request Title"
on:
pull_request:
types:
- opened
- edited
- synchronize
jobs:
main:
runs-on: ubuntu-latest
steps:
- uses: amannn/action-semantic-pull-request@v5
env:
GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}
with:
# Configure allowed types based on what we want in our changelog
types: |
feat
fix
chore
docs
style
refactor
perf
test
build
ci
# Require at least one from scope list (optional)
scopes: |
core
cli
api
mcp
sync
ui
deps
installer
# Allow breaking changes (needs "!" after type/scope)
requireScopeForBreakingChange: true
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name: Release
on:
push:
tags:
- 'v*' # Trigger on version tags like v1.0.0, v0.13.0, etc.
jobs:
release:
runs-on: ubuntu-latest
permissions:
id-token: write
contents: write
steps:
- uses: actions/checkout@v4
with:
fetch-depth: 0
- name: Set up Python
uses: actions/setup-python@v5
with:
python-version: "3.12"
- name: Install uv
run: |
pip install uv
- name: Install dependencies and build
run: |
uv venv
uv sync
uv build
- name: Verify build succeeded
run: |
# Verify that build artifacts exist
ls -la dist/
echo "Build completed successfully"
- name: Create GitHub Release
uses: softprops/action-gh-release@v2
with:
files: |
dist/*.whl
dist/*.tar.gz
generate_release_notes: true
tag_name: ${{ github.ref_name }}
token: ${{ secrets.GITHUB_TOKEN }}
- name: Publish to PyPI
uses: pypa/gh-action-pypi-publish@release/v1
with:
password: ${{ secrets.PYPI_TOKEN }}
homebrew:
name: Update Homebrew Formula
needs: release
runs-on: ubuntu-latest
# Only run for stable releases (not dev, beta, or rc versions)
if: ${{ !contains(github.ref_name, 'dev') && !contains(github.ref_name, 'b') && !contains(github.ref_name, 'rc') }}
permissions:
contents: write
actions: read
steps:
- name: Update Homebrew formula
uses: mislav/bump-homebrew-formula-action@v3
with:
# Formula name in homebrew-basic-memory repo
formula-name: basic-memory
# The tap repository
homebrew-tap: basicmachines-co/homebrew-basic-memory
# Base branch of the tap repository
base-branch: main
# Download URL will be automatically constructed from the tag
download-url: https://github.com/basicmachines-co/basic-memory/archive/refs/tags/${{ github.ref_name }}.tar.gz
# Commit message for the formula update
commit-message: |
{{formulaName}} {{version}}
Created by https://github.com/basicmachines-co/basic-memory/actions/runs/${{ github.run_id }}
env:
# Personal Access Token with repo scope for homebrew-basic-memory repo
COMMITTER_TOKEN: ${{ secrets.HOMEBREW_TOKEN }}
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name: Tests
on:
push:
branches: [ "main" ]
pull_request:
branches: [ "main" ]
# pull_request_target runs on the BASE of the PR, not the merge result.
# It has write permissions and access to secrets.
# It's useful for PRs from forks or automated PRs but requires careful use for security reasons.
# See: https://docs.github.com/en/actions/using-workflows/events-that-trigger-workflows#pull_request_target
pull_request_target:
branches: [ "main" ]
jobs:
test:
strategy:
fail-fast: false
matrix:
os: [ubuntu-latest, windows-latest]
python-version: [ "3.12", "3.13" ]
runs-on: ${{ matrix.os }}
steps:
- uses: actions/checkout@v4
with:
submodules: true
- name: Set up Python ${{ matrix.python-version }}
uses: actions/setup-python@v4
with:
python-version: ${{ matrix.python-version }}
cache: 'pip'
- name: Install uv
run: |
pip install uv
- name: Install just (Linux/macOS)
if: runner.os != 'Windows'
run: |
curl --proto '=https' --tlsv1.2 -sSf https://just.systems/install.sh | bash -s -- --to /usr/local/bin
- name: Install just (Windows)
if: runner.os == 'Windows'
run: |
# Install just using Chocolatey (pre-installed on GitHub Actions Windows runners)
choco install just --yes
shell: pwsh
- name: Create virtual env
run: |
uv venv
- name: Install dependencies
run: |
uv pip install -e .[dev]
- name: Run type checks
run: |
just typecheck
- name: Run linting
run: |
just lint
- name: Run tests
run: |
uv pip install pytest pytest-cov
just test
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*.py[cod]
__pycache__/
.pytest_cache/
.coverage
htmlcov/
# Distribution / packaging
.Python
build/
develop-eggs/
dist/
downloads/
eggs/
.eggs/
lib/
lib64/
parts/
sdist/
var/
wheels/
*.egg-info/
.installed.cfg
*.egg
# Installer artifacts
installer/build/
installer/dist/
rw.*.dmg # Temporary disk images
# Virtual environments
.env
.venv
env/
venv/
ENV/
# IDE
.idea/
.vscode/
*.swp
*.swo
# macOS
.DS_Store
.coverage.*
# obsidian docs:
/docs/.obsidian/
/examples/.obsidian/
/examples/.basic-memory/
# claude action
claude-output
**/.claude/settings.local.json
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3.12
-1775
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cff-version: 1.0.3
message: "If you use this project, please cite it as follows:"
authors:
- family-names: "Hernandez"
given-names: "Paul"
affiliation: "Basic Machines"
title: "Basic Memory"
version: "0.0.1"
date-released: "2025-02-03"
url: "https://github.com/basicmachines-co/basic-memory"
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# Contributor License Agreement
## Copyright Assignment and License Grant
By signing this Contributor License Agreement ("Agreement"), you accept and agree to the following terms and conditions
for your present and future Contributions submitted
to Basic Machines LLC. Except for the license granted herein to Basic Machines LLC and recipients of software
distributed by Basic Machines LLC, you reserve all right,
title, and interest in and to your Contributions.
### 1. Definitions
"You" (or "Your") shall mean the copyright owner or legal entity authorized by the copyright owner that is making this
Agreement with Basic Machines LLC.
"Contribution" shall mean any original work of authorship, including any modifications or additions to an existing work,
that is intentionally submitted by You to Basic
Machines LLC for inclusion in, or documentation of, any of the products owned or managed by Basic Machines LLC (the "
Work").
### 2. Grant of Copyright License
Subject to the terms and conditions of this Agreement, You hereby grant to Basic Machines LLC and to recipients of
software distributed by Basic Machines LLC a perpetual,
worldwide, non-exclusive, no-charge, royalty-free, irrevocable copyright license to use, copy, modify, merge, publish,
distribute, sublicense, and/or sell copies of the
Work, and to permit persons to whom the Work is furnished to do so.
### 3. Assignment of Copyright
You hereby assign to Basic Machines LLC all right, title, and interest worldwide in all Copyright covering your
Contributions. Basic Machines LLC may license the
Contributions under any license terms, including copyleft, permissive, commercial, or proprietary licenses.
### 4. Grant of Patent License
Subject to the terms and conditions of this Agreement, You hereby grant to Basic Machines LLC and to recipients of
software distributed by Basic Machines LLC a perpetual,
worldwide, non-exclusive, no-charge, royalty-free, irrevocable (except as stated in this section) patent license to
make, have made, use, offer to sell, sell, import, and
otherwise transfer the Work.
### 5. Developer Certificate of Origin
By making a Contribution to this project, You certify that:
(a) The Contribution was created in whole or in part by You and You have the right to submit it under this Agreement; or
(b) The Contribution is based upon previous work that, to the best of Your knowledge, is covered under an appropriate
open source license and You have the right under that
license to submit that work with modifications, whether created in whole or in part by You, under this Agreement; or
(c) The Contribution was provided directly to You by some other person who certified (a), (b) or (c) and You have not
modified it.
(d) You understand and agree that this project and the Contribution are public and that a record of the Contribution (
including all personal information You submit with
it, including Your sign-off) is maintained indefinitely and may be redistributed consistent with this project or the
open source license(s) involved.
### 6. Representations
You represent that you are legally entitled to grant the above license and assignment. If your employer(s) has rights to
intellectual property that you create that
includes your Contributions, you represent that you have received permission to make Contributions on behalf of that
employer, or that your employer has waived such rights
for your Contributions to Basic Machines LLC.
---
This Agreement is effective as of the date you first submit a Contribution to Basic Machines LLC.
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# CLAUDE.md - Basic Memory Project Guide
## Project Overview
Basic Memory is a local-first knowledge management system built on the Model Context Protocol (MCP). It enables
bidirectional communication between LLMs (like Claude) and markdown files, creating a personal knowledge graph that can
be traversed using links between documents.
## CODEBASE DEVELOPMENT
### Project information
See the [README.md](README.md) file for a project overview.
### Build and Test Commands
- Install: `just install` or `pip install -e ".[dev]"`
- Run all tests (with coverage): `just test` - Runs both unit and integration tests with unified coverage
- Run unit tests only: `just test-unit` - Fast, no coverage
- Run integration tests only: `just test-int` - Fast, no coverage
- Generate HTML coverage: `just coverage` - Opens in browser
- Single test: `pytest tests/path/to/test_file.py::test_function_name`
- Run benchmarks: `pytest test-int/test_sync_performance_benchmark.py -v -m "benchmark and not slow"`
- Lint: `just lint` or `ruff check . --fix`
- Type check: `just typecheck` or `uv run pyright`
- Format: `just format` or `uv run ruff format .`
- Run all code checks: `just check` (runs lint, format, typecheck, test)
- Create db migration: `just migration "Your migration message"`
- Run development MCP Inspector: `just run-inspector`
**Note:** Project requires Python 3.12+ (uses type parameter syntax and `type` aliases introduced in 3.12)
### Test Structure
- `tests/` - Unit tests for individual components (mocked, fast)
- `test-int/` - Integration tests for real-world scenarios (no mocks, realistic)
- Both directories are covered by unified coverage reporting
- Benchmark tests in `test-int/` are marked with `@pytest.mark.benchmark`
- Slow tests are marked with `@pytest.mark.slow`
### Code Style Guidelines
- Line length: 100 characters max
- Python 3.12+ with full type annotations (uses type parameters and type aliases)
- Format with ruff (consistent styling)
- Import order: standard lib, third-party, local imports
- Naming: snake_case for functions/variables, PascalCase for classes
- Prefer async patterns with SQLAlchemy 2.0
- Use Pydantic v2 for data validation and schemas
- CLI uses Typer for command structure
- API uses FastAPI for endpoints
- Follow the repository pattern for data access
- Tools communicate to api routers via the httpx ASGI client (in process)
### Codebase Architecture
- `/alembic` - Alembic db migrations
- `/api` - FastAPI implementation of REST endpoints
- `/cli` - Typer command-line interface
- `/markdown` - Markdown parsing and processing
- `/mcp` - Model Context Protocol server implementation
- `/models` - SQLAlchemy ORM models
- `/repository` - Data access layer
- `/schemas` - Pydantic models for validation
- `/services` - Business logic layer
- `/sync` - File synchronization services
### Development Notes
- MCP tools are defined in src/basic_memory/mcp/tools/
- MCP prompts are defined in src/basic_memory/mcp/prompts/
- MCP tools should be atomic, composable operations
- Use `textwrap.dedent()` for multi-line string formatting in prompts and tools
- MCP Prompts are used to invoke tools and format content with instructions for an LLM
- Schema changes require Alembic migrations
- SQLite is used for indexing and full text search, files are source of truth
- Testing uses pytest with asyncio support (strict mode)
- Unit tests (`tests/`) use mocks when necessary; integration tests (`test-int/`) use real implementations
- Test database uses in-memory SQLite
- Each test runs in a standalone environment with in-memory SQLite and tmp_file directory
- Performance benchmarks are in `test-int/test_sync_performance_benchmark.py`
- Use pytest markers: `@pytest.mark.benchmark` for benchmarks, `@pytest.mark.slow` for slow tests
### Async Client Pattern (Important!)
**All MCP tools and CLI commands use the context manager pattern for HTTP clients:**
```python
from basic_memory.mcp.async_client import get_client
async def my_mcp_tool():
async with get_client() as client:
# Use client for API calls
response = await call_get(client, "/path")
return response
```
**Do NOT use:**
-`from basic_memory.mcp.async_client import client` (deprecated module-level client)
- ❌ Manual auth header management
-`inject_auth_header()` (deleted)
**Key principles:**
- Auth happens at client creation, not per-request
- Proper resource management via context managers
- Supports three modes: Local (ASGI), CLI cloud (HTTP + auth), Cloud app (factory injection)
- Factory pattern enables dependency injection for cloud consolidation
**For cloud app integration:**
```python
from basic_memory.mcp import async_client
# Set custom factory before importing tools
async_client.set_client_factory(your_custom_factory)
```
See SPEC-16 for full context manager refactor details.
## BASIC MEMORY PRODUCT USAGE
### Knowledge Structure
- Entity: Any concept, document, or idea represented as a markdown file
- Observation: A categorized fact about an entity (`- [category] content`)
- Relation: A directional link between entities (`- relation_type [[Target]]`)
- Frontmatter: YAML metadata at the top of markdown files
- Knowledge representation follows precise markdown format:
- Observations with [category] prefixes
- Relations with WikiLinks [[Entity]]
- Frontmatter with metadata
### Basic Memory Commands
**Local Commands:**
- Sync knowledge: `basic-memory sync` or `basic-memory sync --watch`
- Import from Claude: `basic-memory import claude conversations`
- Import from ChatGPT: `basic-memory import chatgpt`
- Import from Memory JSON: `basic-memory import memory-json`
- Check sync status: `basic-memory status`
- Tool access: `basic-memory tools` (provides CLI access to MCP tools)
- Guide: `basic-memory tools basic-memory-guide`
- Continue: `basic-memory tools continue-conversation --topic="search"`
**Cloud Commands (requires subscription):**
- Authenticate: `basic-memory cloud login`
- Logout: `basic-memory cloud logout`
- Bidirectional sync: `basic-memory cloud sync`
- Integrity check: `basic-memory cloud check`
- Mount cloud storage: `basic-memory cloud mount`
- Unmount cloud storage: `basic-memory cloud unmount`
### MCP Capabilities
- Basic Memory exposes these MCP tools to LLMs:
**Content Management:**
- `write_note(title, content, folder, tags)` - Create/update markdown notes with semantic observations and relations
- `read_note(identifier, page, page_size)` - Read notes by title, permalink, or memory:// URL with knowledge graph awareness
- `read_content(path)` - Read raw file content (text, images, binaries) without knowledge graph processing
- `view_note(identifier, page, page_size)` - View notes as formatted artifacts for better readability
- `edit_note(identifier, operation, content)` - Edit notes incrementally (append, prepend, find/replace, replace_section)
- `move_note(identifier, destination_path)` - Move notes to new locations, updating database and maintaining links
- `delete_note(identifier)` - Delete notes from the knowledge base
**Knowledge Graph Navigation:**
- `build_context(url, depth, timeframe)` - Navigate the knowledge graph via memory:// URLs for conversation continuity
- `recent_activity(type, depth, timeframe)` - Get recently updated information with specified timeframe (e.g., "1d", "1 week")
- `list_directory(dir_name, depth, file_name_glob)` - Browse directory contents with filtering and depth control
**Search & Discovery:**
- `search_notes(query, page, page_size, search_type, types, entity_types, after_date)` - Full-text search across all content with advanced filtering options
**Project Management:**
- `list_memory_projects()` - List all available projects with their status
- `create_memory_project(project_name, project_path, set_default)` - Create new Basic Memory projects
- `delete_project(project_name)` - Delete a project from configuration
- `get_current_project()` - Get current project information and stats
- `sync_status()` - Check file synchronization and background operation status
**Visualization:**
- `canvas(nodes, edges, title, folder)` - Generate Obsidian canvas files for knowledge graph visualization
- MCP Prompts for better AI interaction:
- `ai_assistant_guide()` - Guidance on effectively using Basic Memory tools for AI assistants
- `continue_conversation(topic, timeframe)` - Continue previous conversations with relevant historical context
- `search(query, after_date)` - Search with detailed, formatted results for better context understanding
- `recent_activity(timeframe)` - View recently changed items with formatted output
- `json_canvas_spec()` - Full JSON Canvas specification for Obsidian visualization
### Cloud Features (v0.15.0+)
Basic Memory now supports cloud synchronization and storage (requires active subscription):
**Authentication:**
- JWT-based authentication with subscription validation
- Secure session management with token refresh
- Support for multiple cloud projects
**Bidirectional Sync:**
- rclone bisync integration for two-way synchronization
- Conflict resolution and integrity verification
- Real-time sync with change detection
- Mount/unmount cloud storage for direct file access
**Cloud Project Management:**
- Create and manage projects in the cloud
- Toggle between local and cloud modes
- Per-project sync configuration
- Subscription-based access control
**Security & Performance:**
- Removed .env file loading for improved security
- .gitignore integration (respects gitignored files)
- WAL mode for SQLite performance
- Background relation resolution (non-blocking startup)
- API performance optimizations (SPEC-11)
## AI-Human Collaborative Development
Basic Memory emerged from and enables a new kind of development process that combines human and AI capabilities. Instead
of using AI just for code generation, we've developed a true collaborative workflow:
1. AI (LLM) writes initial implementation based on specifications and context
2. Human reviews, runs tests, and commits code with any necessary adjustments
3. Knowledge persists across conversations using Basic Memory's knowledge graph
4. Development continues seamlessly across different AI sessions with consistent context
5. Results improve through iterative collaboration and shared understanding
This approach has allowed us to tackle more complex challenges and build a more robust system than either humans or AI
could achieve independently.
## GitHub Integration
Basic Memory has taken AI-Human collaboration to the next level by integrating Claude directly into the development workflow through GitHub:
### GitHub MCP Tools
Using the GitHub Model Context Protocol server, Claude can now:
- **Repository Management**:
- View repository files and structure
- Read file contents
- Create new branches
- Create and update files
- **Issue Management**:
- Create new issues
- Comment on existing issues
- Close and update issues
- Search across issues
- **Pull Request Workflow**:
- Create pull requests
- Review code changes
- Add comments to PRs
This integration enables Claude to participate as a full team member in the development process, not just as a code generation tool. Claude's GitHub account ([bm-claudeai](https://github.com/bm-claudeai)) is a member of the Basic Machines organization with direct contributor access to the codebase.
### Collaborative Development Process
With GitHub integration, the development workflow includes:
1. **Direct code review** - Claude can analyze PRs and provide detailed feedback
2. **Contribution tracking** - All of Claude's contributions are properly attributed in the Git history
3. **Branch management** - Claude can create feature branches for implementations
4. **Documentation maintenance** - Claude can keep documentation updated as the code evolves
This level of integration represents a new paradigm in AI-human collaboration, where the AI assistant becomes a full-fledged team member rather than just a tool for generating code snippets.
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# Code of Conduct
## Purpose
Maintain a respectful and professional environment where contributions can be made without harassment or
negativity.
## Standards
Respectful communication and collaboration are expected. Offensive behavior, harassment, or personal attacks will not be
tolerated.
## Reporting Issues
To report inappropriate behavior, contact [paul@basicmachines.co].
## Consequences
Violations of this code may lead to consequences, including being banned from contributing to the project.
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# Contributing to Basic Memory
Thank you for considering contributing to Basic Memory! This document outlines the process for contributing to the
project and how to get started as a developer.
## Getting Started
### Development Environment
1. **Clone the Repository**:
```bash
git clone https://github.com/basicmachines-co/basic-memory.git
cd basic-memory
```
2. **Install Dependencies**:
```bash
# Using just (recommended)
just install
# Or using uv
uv install -e ".[dev]"
# Or using pip
pip install -e ".[dev]"
```
> **Note**: Basic Memory uses [just](https://just.systems) as a modern command runner. Install with `brew install just` or `cargo install just`.
3. **Activate the Virtual Environment**
```bash
source .venv/bin/activate
```
4. **Run the Tests**:
```bash
# Run all tests with unified coverage (unit + integration)
just test
# Run unit tests only (fast, no coverage)
just test-unit
# Run integration tests only (fast, no coverage)
just test-int
# Generate HTML coverage report
just coverage
# Run a specific test
pytest tests/path/to/test_file.py::test_function_name
```
### Development Workflow
1. **Fork the Repo**: Fork the repository on GitHub and clone your copy.
2. **Create a Branch**: Create a new branch for your feature or fix.
```bash
git checkout -b feature/your-feature-name
# or
git checkout -b fix/issue-you-are-fixing
```
3. **Make Your Changes**: Implement your changes with appropriate test coverage.
4. **Check Code Quality**:
```bash
# Run all checks at once
just check
# Or run individual checks
just lint # Run linting
just format # Format code
just type-check # Type checking
```
5. **Test Your Changes**: Ensure all tests pass locally and maintain 100% test coverage.
```bash
just test
```
6. **Submit a PR**: Submit a pull request with a detailed description of your changes.
## LLM-Assisted Development
This project is designed for collaborative development between humans and LLMs (Large Language Models):
1. **CLAUDE.md**: The repository includes a `CLAUDE.md` file that serves as a project guide for both humans and LLMs.
This file contains:
- Key project information and architectural overview
- Development commands and workflows
- Code style guidelines
- Documentation standards
2. **AI-Human Collaborative Workflow**:
- We encourage using LLMs like Claude for code generation, reviews, and documentation
- When possible, save context in markdown files that can be referenced later
- This enables seamless knowledge transfer between different development sessions
- Claude can help with implementation details while you focus on architecture and design
3. **Adding to CLAUDE.md**:
- If you discover useful project information or common commands, consider adding them to CLAUDE.md
- This helps all contributors (human and AI) maintain consistent knowledge of the project
## Pull Request Process
1. **Create a Pull Request**: Open a PR against the `main` branch with a clear title and description.
2. **Sign the Developer Certificate of Origin (DCO)**: All contributions require signing our DCO, which certifies that
you have the right to submit your contributions. This will be automatically checked by our CLA assistant when you
create a PR.
3. **PR Description**: Include:
- What the PR changes
- Why the change is needed
- How you tested the changes
- Any related issues (use "Fixes #123" to automatically close issues)
4. **Code Review**: Wait for code review and address any feedback.
5. **CI Checks**: Ensure all CI checks pass.
6. **Merge**: Once approved, a maintainer will merge your PR.
## Developer Certificate of Origin
By contributing to this project, you agree to the [Developer Certificate of Origin (DCO)](CLA.md). This means you
certify that:
- You have the right to submit your contributions
- You're not knowingly submitting code with patent or copyright issues
- Your contributions are provided under the project's license (AGPL-3.0)
This is a lightweight alternative to a Contributor License Agreement and helps ensure that all contributions can be
properly incorporated into the project and potentially used in commercial applications.
### Signing Your Commits
Sign your commit:
**Using the `-s` or `--signoff` flag**:
```bash
git commit -s -m "Your commit message"
```
This adds a `Signed-off-by` line to your commit message, certifying that you adhere to the DCO.
The sign-off certifies that you have the right to submit your contribution under the project's license and verifies your
agreement to the DCO.
## Code Style Guidelines
- **Python Version**: Python 3.12+ with full type annotations (3.12+ required for type parameter syntax)
- **Line Length**: 100 characters maximum
- **Formatting**: Use ruff for consistent styling
- **Import Order**: Standard lib, third-party, local imports
- **Naming**: Use snake_case for functions/variables, PascalCase for classes
- **Documentation**: Add docstrings to public functions, classes, and methods
- **Type Annotations**: Use type hints for all functions and methods
## Testing Guidelines
### Test Structure
Basic Memory uses two test directories with unified coverage reporting:
- **`tests/`**: Unit tests that test individual components in isolation
- Fast execution with extensive mocking
- Test individual functions, classes, and modules
- Run with: `just test-unit` (no coverage, fast)
- **`test-int/`**: Integration tests that test real-world scenarios
- Test full workflows with real database and file operations
- Include performance benchmarks
- More realistic but slower than unit tests
- Run with: `just test-int` (no coverage, fast)
### Running Tests
```bash
# Run all tests with unified coverage report
just test
# Run only unit tests (fast iteration)
just test-unit
# Run only integration tests
just test-int
# Generate HTML coverage report
just coverage
# Run specific test
pytest tests/path/to/test_file.py::test_function_name
# Run tests excluding benchmarks
pytest -m "not benchmark"
# Run only benchmark tests
pytest -m benchmark test-int/test_sync_performance_benchmark.py
```
### Performance Benchmarks
The `test-int/test_sync_performance_benchmark.py` file contains performance benchmarks that measure sync and indexing speed:
- `test_benchmark_sync_100_files` - Small repository performance
- `test_benchmark_sync_500_files` - Medium repository performance
- `test_benchmark_sync_1000_files` - Large repository performance (marked slow)
- `test_benchmark_resync_no_changes` - Re-sync performance baseline
Run benchmarks with:
```bash
# Run all benchmarks (excluding slow ones)
pytest test-int/test_sync_performance_benchmark.py -v -m "benchmark and not slow"
# Run all benchmarks including slow ones
pytest test-int/test_sync_performance_benchmark.py -v -m benchmark
# Run specific benchmark
pytest test-int/test_sync_performance_benchmark.py::test_benchmark_sync_100_files -v
```
See `test-int/BENCHMARKS.md` for detailed benchmark documentation.
### Testing Best Practices
- **Coverage Target**: We aim for high test coverage for all code
- **Test Framework**: Use pytest for unit and integration tests
- **Mocking**: Avoid mocking in integration tests; use sparingly in unit tests
- **Edge Cases**: Test both normal operation and edge cases
- **Database Testing**: Use in-memory SQLite for testing database operations
- **Fixtures**: Use async pytest fixtures for setup and teardown
- **Markers**: Use `@pytest.mark.benchmark` for benchmarks, `@pytest.mark.slow` for slow tests
## Release Process
Basic Memory uses automatic versioning based on git tags with `uv-dynamic-versioning`. Here's how releases work:
### Version Management
- **Development versions**: Automatically generated from git commits (e.g., `0.12.4.dev26+468a22f`)
- **Beta releases**: Created by tagging with beta suffixes (e.g., `git tag v0.13.0b1`)
- **Stable releases**: Created by tagging with version numbers (e.g., `git tag v0.13.0`)
### Release Workflows
#### Development Builds
- Automatically published to PyPI on every commit to `main`
- Version format: `0.12.4.dev26+468a22f` (base version + dev + commit count + hash)
- Users install with: `pip install basic-memory --pre --force-reinstall`
#### Beta Releases
1. Create and push a beta tag: `git tag v0.13.0b1 && git push origin v0.13.0b1`
2. GitHub Actions automatically builds and publishes to PyPI
3. Users install with: `pip install basic-memory --pre`
#### Stable Releases
1. Create and push a version tag: `git tag v0.13.0 && git push origin v0.13.0`
2. GitHub Actions automatically:
- Builds the package with version `0.13.0`
- Creates GitHub release with auto-generated notes
- Publishes to PyPI
3. Users install with: `pip install basic-memory`
### For Contributors
- No manual version bumping required
- Versions are automatically derived from git tags
- Focus on code changes, not version management
## Creating Issues
If you're planning to work on something, please create an issue first to discuss the approach. Include:
- A clear title and description
- Steps to reproduce if reporting a bug
- Expected behavior vs. actual behavior
- Any relevant logs or screenshots
- Your proposed solution, if you have one
## Code of Conduct
All contributors must follow the [Code of Conduct](CODE_OF_CONDUCT.md).
## Thank You!
Your contributions help make Basic Memory better. We appreciate your time and effort!
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FROM python:3.12-slim-bookworm
# Build arguments for user ID and group ID (defaults to 1000)
ARG UID=1000
ARG GID=1000
# Copy uv from official image
COPY --from=ghcr.io/astral-sh/uv:latest /uv /uvx /bin/
# Set environment variables
ENV PYTHONUNBUFFERED=1 \
PYTHONDONTWRITEBYTECODE=1
# Create a group and user with the provided UID/GID
# Check if the GID already exists, if not create appgroup
RUN (getent group ${GID} || groupadd --gid ${GID} appgroup) && \
useradd --uid ${UID} --gid ${GID} --create-home --shell /bin/bash appuser
# Copy the project into the image
ADD . /app
# Sync the project into a new environment, asserting the lockfile is up to date
WORKDIR /app
RUN uv sync --locked
# Create necessary directories and set ownership
RUN mkdir -p /app/data/basic-memory /app/.basic-memory && \
chown -R appuser:${GID} /app
# Set default data directory and add venv to PATH
ENV BASIC_MEMORY_HOME=/app/data/basic-memory \
BASIC_MEMORY_PROJECT_ROOT=/app/data \
PATH="/app/.venv/bin:$PATH"
# Switch to the non-root user
USER appuser
# Expose port
EXPOSE 8000
# Health check
HEALTHCHECK --interval=30s --timeout=10s --start-period=5s --retries=3 \
CMD basic-memory --version || exit 1
# Use the basic-memory entrypoint to run the MCP server with default SSE transport
CMD ["basic-memory", "mcp", "--transport", "sse", "--host", "0.0.0.0", "--port", "8000"]
-661
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@@ -1,661 +0,0 @@
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Nothing in this License shall be construed as excluding or limiting
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License would be to refrain entirely from conveying the Program.
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Notwithstanding any other provision of this License, if you modify the
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If the Program specifies that a proxy can decide which future
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15. Disclaimer of Warranty.
THERE IS NO WARRANTY FOR THE PROGRAM, TO THE EXTENT PERMITTED BY
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ALL NECESSARY SERVICING, REPAIR OR CORRECTION.
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END OF TERMS AND CONDITIONS
How to Apply These Terms to Your New Programs
If you develop a new program, and you want it to be of the greatest
possible use to the public, the best way to achieve this is to make it
free software which everyone can redistribute and change under these terms.
To do so, attach the following notices to the program. It is safest
to attach them to the start of each source file to most effectively
state the exclusion of warranty; and each file should have at least
the "copyright" line and a pointer to where the full notice is found.
<one line to give the program's name and a brief idea of what it does.>
Copyright (C) <year> <name of author>
This program is free software: you can redistribute it and/or modify
it under the terms of the GNU Affero General Public License as published
by the Free Software Foundation, either version 3 of the License, or
(at your option) any later version.
This program is distributed in the hope that it will be useful,
but WITHOUT ANY WARRANTY; without even the implied warranty of
MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
GNU Affero General Public License for more details.
You should have received a copy of the GNU Affero General Public License
along with this program. If not, see <https://www.gnu.org/licenses/>.
Also add information on how to contact you by electronic and paper mail.
If your software can interact with users remotely through a computer
network, you should also make sure that it provides a way for users to
get its source. For example, if your program is a web application, its
interface could display a "Source" link that leads users to an archive
of the code. There are many ways you could offer source, and different
solutions will be better for different programs; see section 13 for the
specific requirements.
You should also get your employer (if you work as a programmer) or school,
if any, to sign a "copyright disclaimer" for the program, if necessary.
For more information on this, and how to apply and follow the GNU AGPL, see
<https://www.gnu.org/licenses/>.
-443
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@@ -1,443 +0,0 @@
[![License: AGPL v3](https://img.shields.io/badge/License-AGPL_v3-blue.svg)](https://www.gnu.org/licenses/agpl-3.0)
[![PyPI version](https://badge.fury.io/py/basic-memory.svg)](https://badge.fury.io/py/basic-memory)
[![Python 3.12+](https://img.shields.io/badge/python-3.12+-blue.svg)](https://www.python.org/downloads/)
[![Tests](https://github.com/basicmachines-co/basic-memory/workflows/Tests/badge.svg)](https://github.com/basicmachines-co/basic-memory/actions)
[![Ruff](https://img.shields.io/endpoint?url=https://raw.githubusercontent.com/astral-sh/ruff/main/assets/badge/v2.json)](https://github.com/astral-sh/ruff)
![](https://badge.mcpx.dev?type=server 'MCP Server')
![](https://badge.mcpx.dev?type=dev 'MCP Dev')
[![smithery badge](https://smithery.ai/badge/@basicmachines-co/basic-memory)](https://smithery.ai/server/@basicmachines-co/basic-memory)
# Basic Memory
Basic Memory lets you build persistent knowledge through natural conversations with Large Language Models (LLMs) like
Claude, while keeping everything in simple Markdown files on your computer. It uses the Model Context Protocol (MCP) to
enable any compatible LLM to read and write to your local knowledge base.
- Website: https://basicmachines.co
- Documentation: https://memory.basicmachines.co
## Pick up your conversation right where you left off
- AI assistants can load context from local files in a new conversation
- Notes are saved locally as Markdown files in real time
- No project knowledge or special prompting required
https://github.com/user-attachments/assets/a55d8238-8dd0-454a-be4c-8860dbbd0ddc
## Quick Start
```bash
# Install with uv (recommended)
uv tool install basic-memory
# Configure Claude Desktop (edit ~/Library/Application Support/Claude/claude_desktop_config.json)
# Add this to your config:
{
"mcpServers": {
"basic-memory": {
"command": "uvx",
"args": [
"basic-memory",
"mcp"
]
}
}
}
# Now in Claude Desktop, you can:
# - Write notes with "Create a note about coffee brewing methods"
# - Read notes with "What do I know about pour over coffee?"
# - Search with "Find information about Ethiopian beans"
```
You can view shared context via files in `~/basic-memory` (default directory location).
### Alternative Installation via Smithery
You can use [Smithery](https://smithery.ai/server/@basicmachines-co/basic-memory) to automatically configure Basic
Memory for Claude Desktop:
```bash
npx -y @smithery/cli install @basicmachines-co/basic-memory --client claude
```
This installs and configures Basic Memory without requiring manual edits to the Claude Desktop configuration file. The
Smithery server hosts the MCP server component, while your data remains stored locally as Markdown files.
### Glama.ai
<a href="https://glama.ai/mcp/servers/o90kttu9ym">
<img width="380" height="200" src="https://glama.ai/mcp/servers/o90kttu9ym/badge" alt="basic-memory MCP server" />
</a>
## Why Basic Memory?
Most LLM interactions are ephemeral - you ask a question, get an answer, and everything is forgotten. Each conversation
starts fresh, without the context or knowledge from previous ones. Current workarounds have limitations:
- Chat histories capture conversations but aren't structured knowledge
- RAG systems can query documents but don't let LLMs write back
- Vector databases require complex setups and often live in the cloud
- Knowledge graphs typically need specialized tools to maintain
Basic Memory addresses these problems with a simple approach: structured Markdown files that both humans and LLMs can
read
and write to. The key advantages:
- **Local-first:** All knowledge stays in files you control
- **Bi-directional:** Both you and the LLM read and write to the same files
- **Structured yet simple:** Uses familiar Markdown with semantic patterns
- **Traversable knowledge graph:** LLMs can follow links between topics
- **Standard formats:** Works with existing editors like Obsidian
- **Lightweight infrastructure:** Just local files indexed in a local SQLite database
With Basic Memory, you can:
- Have conversations that build on previous knowledge
- Create structured notes during natural conversations
- Have conversations with LLMs that remember what you've discussed before
- Navigate your knowledge graph semantically
- Keep everything local and under your control
- Use familiar tools like Obsidian to view and edit notes
- Build a personal knowledge base that grows over time
- Sync your knowledge to the cloud with bidirectional synchronization
- Authenticate and manage cloud projects with subscription validation
- Mount cloud storage for direct file access
## How It Works in Practice
Let's say you're exploring coffee brewing methods and want to capture your knowledge. Here's how it works:
1. Start by chatting normally:
```
I've been experimenting with different coffee brewing methods. Key things I've learned:
- Pour over gives more clarity in flavor than French press
- Water temperature is critical - around 205°F seems best
- Freshly ground beans make a huge difference
```
... continue conversation.
2. Ask the LLM to help structure this knowledge:
```
"Let's write a note about coffee brewing methods."
```
LLM creates a new Markdown file on your system (which you can see instantly in Obsidian or your editor):
```markdown
---
title: Coffee Brewing Methods
permalink: coffee-brewing-methods
tags:
- coffee
- brewing
---
# Coffee Brewing Methods
## Observations
- [method] Pour over provides more clarity and highlights subtle flavors
- [technique] Water temperature at 205°F (96°C) extracts optimal compounds
- [principle] Freshly ground beans preserve aromatics and flavor
## Relations
- relates_to [[Coffee Bean Origins]]
- requires [[Proper Grinding Technique]]
- affects [[Flavor Extraction]]
```
The note embeds semantic content and links to other topics via simple Markdown formatting.
3. You see this file on your computer in real time in the current project directory (default `~/$HOME/basic-memory`).
- Realtime sync can be enabled via running `basic-memory sync --watch`
4. In a chat with the LLM, you can reference a topic:
```
Look at `coffee-brewing-methods` for context about pour over coffee
```
The LLM can now build rich context from the knowledge graph. For example:
```
Following relation 'relates_to [[Coffee Bean Origins]]':
- Found information about Ethiopian Yirgacheffe
- Notes on Colombian beans' nutty profile
- Altitude effects on bean characteristics
Following relation 'requires [[Proper Grinding Technique]]':
- Burr vs. blade grinder comparisons
- Grind size recommendations for different methods
- Impact of consistent particle size on extraction
```
Each related document can lead to more context, building a rich semantic understanding of your knowledge base.
This creates a two-way flow where:
- Humans write and edit Markdown files
- LLMs read and write through the MCP protocol
- Sync keeps everything consistent
- All knowledge stays in local files.
## Technical Implementation
Under the hood, Basic Memory:
1. Stores everything in Markdown files
2. Uses a SQLite database for searching and indexing
3. Extracts semantic meaning from simple Markdown patterns
- Files become `Entity` objects
- Each `Entity` can have `Observations`, or facts associated with it
- `Relations` connect entities together to form the knowledge graph
4. Maintains the local knowledge graph derived from the files
5. Provides bidirectional synchronization between files and the knowledge graph
6. Implements the Model Context Protocol (MCP) for AI integration
7. Exposes tools that let AI assistants traverse and manipulate the knowledge graph
8. Uses memory:// URLs to reference entities across tools and conversations
The file format is just Markdown with some simple markup:
Each Markdown file has:
### Frontmatter
```markdown
title: <Entity title>
type: <The type of Entity> (e.g. note)
permalink: <a uri slug>
- <optional metadata> (such as tags)
```
### Observations
Observations are facts about a topic.
They can be added by creating a Markdown list with a special format that can reference a `category`, `tags` using a
"#" character, and an optional `context`.
Observation Markdown format:
```markdown
- [category] content #tag (optional context)
```
Examples of observations:
```markdown
- [method] Pour over extracts more floral notes than French press
- [tip] Grind size should be medium-fine for pour over #brewing
- [preference] Ethiopian beans have bright, fruity flavors (especially from Yirgacheffe)
- [fact] Lighter roasts generally contain more caffeine than dark roasts
- [experiment] Tried 1:15 coffee-to-water ratio with good results
- [resource] James Hoffman's V60 technique on YouTube is excellent
- [question] Does water temperature affect extraction of different compounds differently?
- [note] My favorite local shop uses a 30-second bloom time
```
### Relations
Relations are links to other topics. They define how entities connect in the knowledge graph.
Markdown format:
```markdown
- relation_type [[WikiLink]] (optional context)
```
Examples of relations:
```markdown
- pairs_well_with [[Chocolate Desserts]]
- grown_in [[Ethiopia]]
- contrasts_with [[Tea Brewing Methods]]
- requires [[Burr Grinder]]
- improves_with [[Fresh Beans]]
- relates_to [[Morning Routine]]
- inspired_by [[Japanese Coffee Culture]]
- documented_in [[Coffee Journal]]
```
## Using with VS Code
Add the following JSON block to your User Settings (JSON) file in VS Code. You can do this by pressing `Ctrl + Shift + P` and typing `Preferences: Open User Settings (JSON)`.
```json
{
"mcp": {
"servers": {
"basic-memory": {
"command": "uvx",
"args": ["basic-memory", "mcp"]
}
}
}
}
```
Optionally, you can add it to a file called `.vscode/mcp.json` in your workspace. This will allow you to share the configuration with others.
```json
{
"servers": {
"basic-memory": {
"command": "uvx",
"args": ["basic-memory", "mcp"]
}
}
}
```
You can use Basic Memory with VS Code to easily retrieve and store information while coding.
## Using with Claude Desktop
Basic Memory is built using the MCP (Model Context Protocol) and works with the Claude desktop app (https://claude.ai/):
1. Configure Claude Desktop to use Basic Memory:
Edit your MCP configuration file (usually located at `~/Library/Application Support/Claude/claude_desktop_config.json`
for OS X):
```json
{
"mcpServers": {
"basic-memory": {
"command": "uvx",
"args": [
"basic-memory",
"mcp"
]
}
}
}
```
If you want to use a specific project (see [Multiple Projects](#multiple-projects) below), update your Claude Desktop
config:
```json
{
"mcpServers": {
"basic-memory": {
"command": "uvx",
"args": [
"basic-memory",
"mcp",
"--project",
"your-project-name"
]
}
}
}
```
2. Sync your knowledge:
```bash
# One-time sync of local knowledge updates
basic-memory sync
# Run realtime sync process (recommended)
basic-memory sync --watch
```
3. Cloud features (optional, requires subscription):
```bash
# Authenticate with cloud
basic-memory cloud login
# Bidirectional sync with cloud
basic-memory cloud sync
# Verify cloud integrity
basic-memory cloud check
# Mount cloud storage
basic-memory cloud mount
```
4. In Claude Desktop, the LLM can now use these tools:
**Content Management:**
```
write_note(title, content, folder, tags) - Create or update notes
read_note(identifier, page, page_size) - Read notes by title or permalink
read_content(path) - Read raw file content (text, images, binaries)
view_note(identifier) - View notes as formatted artifacts
edit_note(identifier, operation, content) - Edit notes incrementally
move_note(identifier, destination_path) - Move notes with database consistency
delete_note(identifier) - Delete notes from knowledge base
```
**Knowledge Graph Navigation:**
```
build_context(url, depth, timeframe) - Navigate knowledge graph via memory:// URLs
recent_activity(type, depth, timeframe) - Find recently updated information
list_directory(dir_name, depth) - Browse directory contents with filtering
```
**Search & Discovery:**
```
search(query, page, page_size) - Search across your knowledge base
```
**Project Management:**
```
list_memory_projects() - List all available projects
create_memory_project(project_name, project_path) - Create new projects
get_current_project() - Show current project stats
sync_status() - Check synchronization status
```
**Visualization:**
```
canvas(nodes, edges, title, folder) - Generate knowledge visualizations
```
5. Example prompts to try:
```
"Create a note about our project architecture decisions"
"Find information about JWT authentication in my notes"
"Create a canvas visualization of my project components"
"Read my notes on the authentication system"
"What have I been working on in the past week?"
```
## Futher info
See the [Documentation](https://memory.basicmachines.co/) for more info, including:
- [Complete User Guide](https://docs.basicmemory.com/user-guide/)
- [CLI tools](https://docs.basicmemory.com/guides/cli-reference/)
- [Cloud CLI and Sync](https://docs.basicmemory.com/guides/cloud-cli/)
- [Managing multiple Projects](https://docs.basicmemory.com/guides/cli-reference/#project)
- [Importing data from OpenAI/Claude Projects](https://docs.basicmemory.com/guides/cli-reference/#import)
## License
AGPL-3.0
Contributions are welcome. See the [Contributing](CONTRIBUTING.md) guide for info about setting up the project locally
and submitting PRs.
## Star History
<a href="https://www.star-history.com/#basicmachines-co/basic-memory&Date">
<picture>
<source media="(prefers-color-scheme: dark)" srcset="https://api.star-history.com/svg?repos=basicmachines-co/basic-memory&type=Date&theme=dark" />
<source media="(prefers-color-scheme: light)" srcset="https://api.star-history.com/svg?repos=basicmachines-co/basic-memory&type=Date" />
<img alt="Star History Chart" src="https://api.star-history.com/svg?repos=basicmachines-co/basic-memory&type=Date" />
</picture>
</a>
Built with ♥️ by Basic Machines
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# Security Policy
## Supported Versions
| Version | Supported |
| ------- | ------------------ |
| 0.x.x | :white_check_mark: |
## Reporting a Vulnerability
Use this section to tell people how to report a vulnerability.
If you find a vulnerability, please contact hello@basicmachines.co
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# Docker Compose configuration for Basic Memory
# See docs/Docker.md for detailed setup instructions
version: '3.8'
services:
basic-memory:
# Use pre-built image (recommended for most users)
image: ghcr.io/basicmachines-co/basic-memory:latest
# Uncomment to build locally instead:
# build: .
container_name: basic-memory-server
# Volume mounts for knowledge directories and persistent data
volumes:
# Persistent storage for configuration and database
- basic-memory-config:/root/.basic-memory:rw
# Mount your knowledge directory (required)
# Change './knowledge' to your actual Obsidian vault or knowledge directory
- ./knowledge:/app/data:rw
# OPTIONAL: Mount additional knowledge directories for multiple projects
# - ./work-notes:/app/data/work:rw
# - ./personal-notes:/app/data/personal:rw
# You can edit the project config manually in the mounted config volume
# The default project will be configured to use /app/data
environment:
# Project configuration
- BASIC_MEMORY_DEFAULT_PROJECT=main
# Enable real-time file synchronization (recommended for Docker)
- BASIC_MEMORY_SYNC_CHANGES=true
# Logging configuration
- BASIC_MEMORY_LOG_LEVEL=INFO
# Sync delay in milliseconds (adjust for performance vs responsiveness)
- BASIC_MEMORY_SYNC_DELAY=1000
# Port exposure for HTTP transport (only needed if not using STDIO)
ports:
- "8000:8000"
# Command with SSE transport (configurable via environment variables above)
# IMPORTANT: The SSE and streamable-http endpoints are not secured
command: ["basic-memory", "mcp", "--transport", "sse", "--host", "0.0.0.0", "--port", "8000"]
# Container management
restart: unless-stopped
# Health monitoring
healthcheck:
test: ["CMD", "basic-memory", "--version"]
interval: 30s
timeout: 10s
retries: 3
start_period: 30s
# Optional: Resource limits
# deploy:
# resources:
# limits:
# memory: 512M
# cpus: '0.5'
# reservations:
# memory: 256M
# cpus: '0.25'
volumes:
# Named volume for persistent configuration and database
# This ensures your configuration and knowledge graph persist across container restarts
basic-memory-config:
driver: local
# Network configuration (optional)
# networks:
# basic-memory-net:
# driver: bridge
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# Docker Setup Guide
Basic Memory can be run in Docker containers to provide a consistent, isolated environment for your knowledge management
system. This is particularly useful for integrating with existing Dockerized MCP servers or for deployment scenarios.
## Quick Start
### Option 1: Using Pre-built Images (Recommended)
Basic Memory provides pre-built Docker images on GitHub Container Registry that are automatically updated with each release.
1. **Use the official image directly:**
```bash
docker run -d \
--name basic-memory-server \
-p 8000:8000 \
-v /path/to/your/obsidian-vault:/app/data:rw \
-v basic-memory-config:/app/.basic-memory:rw \
ghcr.io/basicmachines-co/basic-memory:latest
```
2. **Or use Docker Compose with the pre-built image:**
```yaml
version: '3.8'
services:
basic-memory:
image: ghcr.io/basicmachines-co/basic-memory:latest
container_name: basic-memory-server
ports:
- "8000:8000"
volumes:
- /path/to/your/obsidian-vault:/app/data:rw
- basic-memory-config:/app/.basic-memory:rw
environment:
- BASIC_MEMORY_DEFAULT_PROJECT=main
restart: unless-stopped
```
### Option 2: Using Docker Compose (Building Locally)
1. **Clone the repository:**
```bash
git clone https://github.com/basicmachines-co/basic-memory.git
cd basic-memory
```
2. **Update the docker-compose.yml:**
Edit the volume mount to point to your Obsidian vault:
```yaml
volumes:
# Change './obsidian-vault' to your actual directory path
- /path/to/your/obsidian-vault:/app/data:rw
```
3. **Start the container:**
```bash
docker-compose up -d
```
### Option 3: Using Docker CLI
```bash
# Build the image
docker build -t basic-memory .
# Run with volume mounting
docker run -d \
--name basic-memory-server \
-v /path/to/your/obsidian-vault:/app/data:rw \
-v basic-memory-config:/app/.basic-memory:rw \
-e BASIC_MEMORY_DEFAULT_PROJECT=main \
basic-memory
```
## Configuration
### Volume Mounts
Basic Memory requires several volume mounts for proper operation:
1. **Knowledge Directory** (Required):
```yaml
- /path/to/your/obsidian-vault:/app/data:rw
```
Mount your Obsidian vault or knowledge base directory.
2. **Configuration and Database** (Recommended):
```yaml
- basic-memory-config:/app/.basic-memory:rw
```
Persistent storage for configuration and SQLite database.
You can edit the basic-memory config.json file located in the /app/.basic-memory/config.json after Basic Memory starts.
3. **Multiple Projects** (Optional):
```yaml
- /path/to/project1:/app/data/project1:rw
- /path/to/project2:/app/data/project2:rw
```
You can edit the basic-memory config.json file located in the /app/.basic-memory/config.json
## CLI Commands via Docker
You can run Basic Memory CLI commands inside the container using `docker exec`:
### Basic Commands
```bash
# Check status
docker exec basic-memory-server basic-memory status
# Sync files
docker exec basic-memory-server basic-memory sync
# Show help
docker exec basic-memory-server basic-memory --help
```
### Managing Projects with Volume Mounts
When using Docker volumes, you'll need to configure projects to point to your mounted directories:
1. **Check current configuration:**
```bash
docker exec basic-memory-server cat /app/.basic-memory/config.json
```
2. **Add a project for your mounted volume:**
```bash
# If you mounted /path/to/your/vault to /app/data
docker exec basic-memory-server basic-memory project create my-vault /app/data
# Set it as default
docker exec basic-memory-server basic-memory project set-default my-vault
```
3. **Sync the new project:**
```bash
docker exec basic-memory-server basic-memory sync
```
### Example: Setting up an Obsidian Vault
If you mounted your Obsidian vault like this in docker-compose.yml:
```yaml
volumes:
- /Users/yourname/Documents/ObsidianVault:/app/data:rw
```
Then configure it:
```bash
# Create project pointing to mounted vault
docker exec basic-memory-server basic-memory project create obsidian /app/data
# Set as default
docker exec basic-memory-server basic-memory project set-default obsidian
# Sync to index all files
docker exec basic-memory-server basic-memory sync
```
### Environment Variables
Configure Basic Memory using environment variables:
```yaml
environment:
# Default project
- BASIC_MEMORY_DEFAULT_PROJECT=main
# Enable real-time sync
- BASIC_MEMORY_SYNC_CHANGES=true
# Logging level
- BASIC_MEMORY_LOG_LEVEL=INFO
# Sync delay in milliseconds
- BASIC_MEMORY_SYNC_DELAY=1000
```
## File Permissions
### Linux/macOS
The Docker container now runs as a non-root user to avoid file ownership issues. By default, the container uses UID/GID 1000, but you can customize this to match your user:
```bash
# Build with custom UID/GID to match your user
docker build --build-arg UID=$(id -u) --build-arg GID=$(id -g) -t basic-memory .
# Or use docker-compose with build args
```
**Example docker-compose.yml with custom user:**
```yaml
version: '3.8'
services:
basic-memory:
build:
context: .
dockerfile: Dockerfile
args:
UID: 1000 # Replace with your UID
GID: 1000 # Replace with your GID
container_name: basic-memory-server
ports:
- "8000:8000"
volumes:
- /path/to/your/obsidian-vault:/app/data:rw
- basic-memory-config:/app/.basic-memory:rw
environment:
- BASIC_MEMORY_DEFAULT_PROJECT=main
restart: unless-stopped
```
**Using pre-built images:**
If using the pre-built image from GitHub Container Registry, files will be created with UID/GID 1000. You can either:
1. Change your local directory ownership to match:
```bash
sudo chown -R 1000:1000 /path/to/your/obsidian-vault
```
2. Or build your own image with custom UID/GID as shown above.
### Windows
When using Docker Desktop on Windows, ensure the directories are shared:
1. Open Docker Desktop
2. Go to Settings → Resources → File Sharing
3. Add your knowledge directory path
4. Apply & Restart
## Troubleshooting
### Common Issues
1. **File Watching Not Working:**
- Ensure volume mounts are read-write (`:rw`)
- Check directory permissions
- On Linux, may need to increase inotify limits:
```bash
echo fs.inotify.max_user_watches=524288 | sudo tee -a /etc/sysctl.conf
sudo sysctl -p
```
2. **Configuration Not Persisting:**
- Use named volumes for `/app/.basic-memory`
- Check volume mount permissions
3. **Network Connectivity:**
- For HTTP transport, ensure port 8000 is exposed
- Check firewall settings
### Debug Mode
Run with debug logging:
```yaml
environment:
- BASIC_MEMORY_LOG_LEVEL=DEBUG
```
View logs:
```bash
docker-compose logs -f basic-memory
```
## Security Considerations
1. **Docker Security:**
The container runs as a non-root user (UID/GID 1000 by default) for improved security. You can customize the user ID using build arguments to match your local user.
2. **Volume Permissions:**
Ensure mounted directories have appropriate permissions and don't expose sensitive data. With the non-root container, files will be created with the specified user ownership.
3. **Network Security:**
If using HTTP transport, consider using reverse proxy with SSL/TLS and authentication if the endpoint is available on
a network.
4. **IMPORTANT:** The HTTP endpoints have no authorization. They should not be exposed on a public network.
## Integration Examples
### Claude Desktop with Docker
The recommended way to connect Claude Desktop to the containerized Basic Memory is using `mcp-proxy`, which converts the HTTP transport to STDIO that Claude Desktop expects:
1. **Start the Docker container:**
```bash
docker-compose up -d
```
2. **Configure Claude Desktop** to use mcp-proxy:
```json
{
"mcpServers": {
"basic-memory": {
"command": "uvx",
"args": [
"mcp-proxy",
"http://localhost:8000/mcp"
]
}
}
}
```
## Support
For Docker-specific issues:
1. Check the [troubleshooting section](#troubleshooting) above
2. Review container logs: `docker-compose logs basic-memory`
3. Verify volume mounts: `docker inspect basic-memory-server`
4. Test file permissions: `docker exec basic-memory-server ls -la /app`
For general Basic Memory support, see the main [README](../README.md)
and [documentation](https://memory.basicmachines.co/).
## GitHub Container Registry Images
### Available Images
Pre-built Docker images are available on GitHub Container Registry at [`ghcr.io/basicmachines-co/basic-memory`](https://github.com/basicmachines-co/basic-memory/pkgs/container/basic-memory).
**Supported architectures:**
- `linux/amd64` (Intel/AMD x64)
- `linux/arm64` (ARM64, including Apple Silicon)
**Available tags:**
- `latest` - Latest stable release
- `v0.13.8`, `v0.13.7`, etc. - Specific version tags
- `v0.13`, `v0.12`, etc. - Major.minor tags
### Automated Builds
Docker images are automatically built and published when new releases are tagged:
1. **Release Process:** When a git tag matching `v*` (e.g., `v0.13.8`) is pushed, the CI workflow automatically:
- Builds multi-platform Docker images
- Pushes to GitHub Container Registry with appropriate tags
- Uses native GitHub integration for seamless publishing
2. **CI/CD Pipeline:** The Docker workflow includes:
- Multi-platform builds (AMD64 and ARM64)
- Layer caching for faster builds
- Automatic tagging with semantic versioning
- Security scanning and optimization
### Setup Requirements (For Maintainers)
GitHub Container Registry integration is automatic for this repository:
1. **No external setup required** - GHCR is natively integrated with GitHub
2. **Automatic permissions** - Uses `GITHUB_TOKEN` with `packages: write` permission
3. **Public by default** - Images are automatically public for public repositories
The Docker CI workflow (`.github/workflows/docker.yml`) handles everything automatically when version tags are pushed.
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# Character Handling and Conflict Resolution
Basic Memory handles various character encoding scenarios and file naming conventions to provide consistent permalink generation and conflict resolution. This document explains how the system works and how to resolve common character-related issues.
## Overview
Basic Memory uses a sophisticated system to generate permalinks from file paths while maintaining consistency across different operating systems and character encodings. The system normalizes file paths and generates unique permalinks to prevent conflicts.
## Character Normalization Rules
### 1. Permalink Generation
When Basic Memory processes a file path, it applies these normalization rules:
```
Original: "Finance/My Investment Strategy.md"
Permalink: "finance/my-investment-strategy"
```
**Transformation process:**
1. Remove file extension (`.md`)
2. Convert to lowercase (case-insensitive)
3. Replace spaces with hyphens
4. Replace underscores with hyphens
5. Handle international characters (transliteration for Latin, preservation for non-Latin)
6. Convert camelCase to kebab-case
### 2. International Character Support
**Latin characters with diacritics** are transliterated:
- `ø``o` (Søren → soren)
- `ü``u` (Müller → muller)
- `é``e` (Café → cafe)
- `ñ``n` (Niño → nino)
**Non-Latin characters** are preserved:
- Chinese: `中文/测试文档.md``中文/测试文档`
- Japanese: `日本語/文書.md``日本語/文書`
## Common Conflict Scenarios
### 1. Hyphen vs Space Conflicts
**Problem:** Files with existing hyphens conflict with generated permalinks from spaces.
**Example:**
```
File 1: "basic memory bug.md" → permalink: "basic-memory-bug"
File 2: "basic-memory-bug.md" → permalink: "basic-memory-bug" (CONFLICT!)
```
**Resolution:** The system automatically resolves this by adding suffixes:
```
File 1: "basic memory bug.md" → permalink: "basic-memory-bug"
File 2: "basic-memory-bug.md" → permalink: "basic-memory-bug-1"
```
**Best Practice:** Choose consistent naming conventions within your project.
### 2. Case Sensitivity Conflicts
**Problem:** Different case variations that normalize to the same permalink.
**Example on macOS:**
```
Directory: Finance/investment.md
Directory: finance/investment.md (different on filesystem, same permalink)
```
**Resolution:** Basic Memory detects case conflicts and prevents them during sync operations with helpful error messages.
**Best Practice:** Use consistent casing for directory and file names.
### 3. Character Encoding Conflicts
**Problem:** Different Unicode normalizations of the same logical character.
**Example:**
```
File 1: "café.md" (é as single character)
File 2: "café.md" (e + combining accent)
```
**Resolution:** Basic Memory normalizes Unicode characters using NFD normalization to detect these conflicts.
### 4. Forward Slash Conflicts
**Problem:** Forward slashes in frontmatter or file names interpreted as path separators.
**Example:**
```yaml
---
permalink: finance/investment/strategy
---
```
**Resolution:** Basic Memory validates frontmatter permalinks and warns about path separator conflicts.
## Error Messages and Troubleshooting
### "UNIQUE constraint failed: entity.file_path, entity.project_id"
**Cause:** Two entities trying to use the same file path within a project.
**Common scenarios:**
1. File move operation where destination is already occupied
2. Case sensitivity differences on macOS
3. Character encoding conflicts
4. Concurrent file operations
**Resolution steps:**
1. Check for duplicate file names with different cases
2. Look for files with similar names but different character encodings
3. Rename conflicting files to have unique names
4. Run sync again after resolving conflicts
### "File path conflict detected during move"
**Cause:** Enhanced conflict detection preventing potential database integrity violations.
**What this means:** The system detected that moving a file would create a conflict before attempting the database operation.
**Resolution:** Follow the specific guidance in the error message, which will indicate the type of conflict detected.
## Best Practices
### 1. File Naming Conventions
**Recommended patterns:**
- Use consistent casing (prefer lowercase)
- Use hyphens instead of spaces for multi-word files
- Avoid special characters that could conflict with path separators
- Be consistent with directory structure casing
**Examples:**
```
✅ Good:
- finance/investment-strategy.md
- projects/basic-memory-features.md
- docs/api-reference.md
❌ Problematic:
- Finance/Investment Strategy.md (mixed case, spaces)
- finance/Investment Strategy.md (inconsistent case)
- docs/API/Reference.md (mixed case directories)
```
### 2. Permalink Management
**Custom permalinks in frontmatter:**
```yaml
---
type: knowledge
permalink: custom-permalink-name
---
```
**Guidelines:**
- Use lowercase permalinks
- Use hyphens for word separation
- Avoid path separators unless creating sub-paths
- Ensure uniqueness within your project
### 3. Directory Structure
**Consistent casing:**
```
✅ Good:
finance/
investment-strategies.md
portfolio-management.md
❌ Problematic:
Finance/ (capital F)
investment-strategies.md
finance/ (lowercase f)
portfolio-management.md
```
## Migration and Cleanup
### Identifying Conflicts
Use Basic Memory's built-in conflict detection:
```bash
# Sync will report conflicts
basic-memory sync
# Check sync status for warnings
basic-memory status
```
### Resolving Existing Conflicts
1. **Identify conflicting files** from sync error messages
2. **Choose consistent naming convention** for your project
3. **Rename files** to follow the convention
4. **Re-run sync** to verify resolution
### Bulk Renaming Strategy
For projects with many conflicts:
1. **Backup your project** before making changes
2. **Standardize on lowercase** file and directory names
3. **Replace spaces with hyphens** in file names
4. **Use consistent character encoding** (UTF-8)
5. **Test sync after each batch** of changes
## System Enhancements
### Recent Improvements (v0.13+)
1. **Enhanced conflict detection** before database operations
2. **Improved error messages** with specific resolution guidance
3. **Character normalization utilities** for consistent handling
4. **File swap detection** for complex move scenarios
5. **Proactive conflict warnings** during permalink resolution
### Monitoring and Logging
The system now provides detailed logging for conflict resolution:
```
DEBUG: Detected potential file path conflicts for 'Finance/Investment.md': ['finance/investment.md']
WARNING: File path conflict detected during move: entity_id=123 trying to move from 'old.md' to 'new.md'
```
These logs help identify and resolve conflicts before they cause sync failures.
## Support and Resources
If you encounter character-related conflicts not covered in this guide:
1. **Check the logs** for specific conflict details
2. **Review error messages** for resolution guidance
3. **Report issues** with examples of the conflicting files
4. **Consider the file naming best practices** outlined above
The Basic Memory system is designed to handle most character conflicts automatically while providing clear guidance for manual resolution when needed.
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# Basic Memory Cloud CLI Guide
The Basic Memory Cloud CLI provides seamless integration between local and cloud knowledge bases using a **cloud mode toggle**. When cloud mode is enabled, all your regular `bm` commands work transparently with the cloud instead of locally.
## Overview
The cloud CLI enables you to:
- **Toggle cloud mode** with `bm cloud login` / `bm cloud logout`
- **Use regular commands in cloud mode**: `bm project`, `bm sync`, `bm tool` all work with cloud
- **Upload local files** directly to cloud projects via `bm cloud upload`
- **Bidirectional sync** with rclone bisync (recommended for most users)
- **Direct file access** via rclone mount (alternative workflow)
- **Integrity verification** with `bm cloud check`
- **Automatic project creation** from local directories
## Prerequisites
Before using Basic Memory Cloud, you need:
- **Active Subscription**: An active Basic Memory Cloud subscription is required to access cloud features
- **Subscribe**: Visit [https://basicmemory.com/subscribe](https://basicmemory.com/subscribe) to sign up
If you attempt to log in without an active subscription, you'll receive a "Subscription Required" error with a link to subscribe.
## The Cloud Mode Paradigm
Basic Memory Cloud follows the **Dropbox/iCloud model** - a single cloud space containing all your projects, not per-project connections.
**How it works:**
- One login per machine: `bm cloud login`
- One sync directory: `~/basic-memory-cloud-sync/` (all projects)
- Projects are folders within your cloud space
- All regular commands work in cloud mode
**Why this model:**
- ✅ Single set of credentials (not N per project)
- ✅ One rclone process (not N processes)
- ✅ Familiar pattern (like Dropbox)
- ✅ Simple operations (setup once, sync anytime)
- ✅ Natural scaling (add projects = add folders)
## Quick Start
### 1. Enable Cloud Mode
Authenticate and enable cloud mode for all commands:
```bash
bm cloud login
```
This command will:
1. Open your browser to the Basic Memory Cloud authentication page
2. Prompt you to authorize the CLI application
3. Store your authentication token locally
4. **Enable cloud mode** - all CLI commands now work against cloud
### 2. Set Up Sync
Set up bidirectional file synchronization:
```bash
bm cloud setup
```
This will:
1. Install rclone automatically (if needed)
2. Configure sync credentials
3. Create `~/basic-memory-cloud-sync/` directory
4. Establish initial sync baseline
**Alternative:** Use `bm cloud setup --mount` to set up mount instead of sync.
### 3. Verify Setup
Check that everything is working:
```bash
bm cloud status
```
You should see:
- `Mode: Cloud (enabled)`
- `Cloud instance is healthy`
- Bisync status showing `✓ Initialized`
### 4. Start Using Cloud
Now all your regular commands work with the cloud:
```bash
# List cloud projects
bm project list
# Create cloud project
bm project add "my-research"
# Use MCP tools on cloud
bm tool write-note --title "Hello" --folder "my-research" --content "Test"
# Sync with cloud
bm sync
# Watch mode for continuous sync
bm sync --watch
```
### 5. Disable Cloud Mode
Return to local mode:
```bash
bm cloud logout
```
All commands now work locally again.
## Working with Cloud Projects
**Important:** When cloud mode is enabled, use regular `bm project` commands (not `bm cloud project`).
### Listing Projects
View all projects (cloud projects when cloud mode is enabled):
```bash
# In cloud mode - lists cloud projects
bm project list
# In local mode - lists local projects
bm project list
```
### Creating Projects
Create a new project (creates on cloud when cloud mode is enabled):
```bash
# In cloud mode - creates cloud project
bm project add my-new-project
# Create and set as default
bm project add my-new-project --default
```
### Automatic Project Creation
**New in SPEC-9:** Projects are automatically created when you create local directories!
```bash
# Create a local directory in your sync folder
mkdir ~/basic-memory-cloud-sync/new-project
echo "# Notes" > ~/basic-memory-cloud-sync/new-project/readme.md
# Sync - automatically creates cloud project
bm sync
# Verify - project now exists on cloud
bm project list
```
This Dropbox-like workflow means you don't need to manually coordinate projects between local and cloud.
### Uploading Local Files
You can directly upload local files or directories to cloud projects using `bm cloud upload`. This is useful for:
- Migrating existing local projects to the cloud
- Quickly uploading specific files or directories
- One-time bulk uploads without setting up sync
**Basic Usage:**
```bash
# Upload a directory to existing project
bm cloud upload ~/my-notes --project research
# Upload a single file
bm cloud upload important-doc.md --project research
```
**Create Project On-the-Fly:**
If the target project doesn't exist yet, use `--create-project`:
```bash
# Upload and create project in one step
bm cloud upload ~/local-project --project new-research --create-project
```
**Skip Automatic Sync:**
By default, the command syncs the project after upload to index the files. To skip this:
```bash
# Upload without triggering sync
bm cloud upload ~/bulk-data --project archives --no-sync
```
**File Filtering:**
The upload command respects `.bmignore` and `.gitignore` patterns, automatically excluding:
- Hidden files (`.git`, `.DS_Store`)
- Build artifacts (`node_modules`, `__pycache__`)
- Database files (`*.db`, `*.db-wal`)
- Environment files (`.env`)
To customize what gets uploaded, edit `~/.basic-memory/.bmignore`.
**Complete Example:**
```bash
# 1. Login to cloud
bm cloud login
# 2. Upload local project (creates project if needed)
bm cloud upload ~/Documents/research-notes --project research --create-project
# 3. Verify upload
bm project list
```
**Notes:**
- Files are uploaded directly via WebDAV (no sync setup required)
- Uploads are immediate and don't require bisync or mount
- Use this for migration or one-time uploads; use `bm sync` for ongoing synchronization
## File Synchronization
### The `bm sync` Command (Cloud Mode Aware)
The `bm sync` command automatically adapts based on cloud mode:
**In local mode:**
```bash
bm sync # Indexes local files into database
```
**In cloud mode:**
```bash
bm sync # Runs bisync + indexes files
bm sync --watch # Continuous sync every 60 seconds
bm sync --interval 30 # Custom interval
```
The same command works everywhere - no need to remember different commands for local vs cloud!
## Bidirectional Sync (bisync) - Recommended
Bidirectional sync is the **recommended approach** for most users. It provides:
- ✅ Offline access to all files
- ✅ Automatic bidirectional synchronization
- ✅ Conflict detection and resolution
- ✅ Works with any editor or tool
- ✅ Background watch mode
### Setup
Set up bisync (runs automatically if you used `bm cloud setup`):
```bash
bm cloud setup
```
Or set up with custom directory:
```bash
bm cloud setup --dir ~/my-sync-folder
```
### Running Sync
Use the cloud-aware `bm sync` command:
```bash
# Manual sync
bm sync
# Watch mode (continuous sync)
bm sync --watch
# Custom interval (30 seconds)
bm sync --watch --interval 30
```
### Bisync Profiles
Bisync supports three conflict resolution strategies with different safety levels:
| Profile | Conflict Resolution | Max Deletes | Use Case |
|---------|-------------------|-------------|----------|
| **balanced** | newer | 25 | Default, recommended for most users |
| **safe** | none | 10 | Keep both versions on conflict |
| **fast** | newer | 50 | Rapid iteration, higher delete tolerance |
**Profile Details:**
- **safe**:
- Conflict resolution: `none` (creates `.conflict` files for both versions)
- Max delete: 10 files per sync
- Best for: Critical data where you want manual conflict resolution
- **balanced** (default):
- Conflict resolution: `newer` (auto-resolve to most recent file)
- Max delete: 25 files per sync
- Best for: General use with automatic conflict handling
- **fast**:
- Conflict resolution: `newer` (auto-resolve to most recent file)
- Max delete: 50 files per sync
- Best for: Rapid development iteration with less restrictive safety checks
**How to Select a Profile:**
The default profile (`balanced`) is used automatically with `bm sync`:
```bash
# Uses balanced profile (default)
bm sync
```
For advanced control, use `bm cloud bisync` with the `--profile` flag:
```bash
# Use safe mode
bm cloud bisync --profile safe
# Use fast mode
bm cloud bisync --profile fast
# Preview changes with specific profile
bm cloud bisync --profile safe --dry-run
```
**Check Available Profiles:**
```bash
bm cloud status
```
This shows all available profiles with their settings.
**Current Limitations:**
- Profiles are hardcoded and cannot be customized
- No config file option to change default profile
- Profile settings (max_delete, conflict_resolve) cannot be modified without code changes
- Profile selection only available via `bm cloud bisync --profile` (advanced command)
### Establishing New Baseline
If you need to force a complete resync:
```bash
bm cloud bisync --resync
```
**Warning:** This overwrites the sync state. Use only when recovering from errors.
### Checking Sync Status
View current sync status:
```bash
bm cloud status
```
This shows:
- Cloud mode status
- Instance health
- Sync directory location
- Last sync time
- Available bisync profiles
### Verifying Sync Integrity
Check that local and cloud files match:
```bash
# Full integrity check
bm cloud check
# Faster one-way check
bm cloud check --one-way
```
This uses `rclone check` to verify files match without transferring data.
### Working with Bisync
Create and edit files in `~/basic-memory-cloud-sync/`:
```bash
# Create a new note
echo "# My Research" > ~/basic-memory-cloud-sync/my-project/notes.md
# Edit with your favorite editor
code ~/basic-memory-cloud-sync/my-project/
# Sync changes to cloud
bm sync
```
In watch mode, changes sync automatically:
```bash
# Start watch mode
bm sync --watch
# Edit files - they sync automatically every 60 seconds
code ~/basic-memory-cloud-sync/my-project/
```
### Filter Configuration
Bisync uses `.bmignore` patterns from `~/.basic-memory/.bmignore`:
```bash
# View current ignore patterns
cat ~/.basic-memory/.bmignore
# Edit ignore patterns
code ~/.basic-memory/.bmignore
```
Example `.bmignore`:
```gitignore
# This file is used by 'bm cloud bisync' and file sync
# Patterns use standard gitignore-style syntax
# Hidden files (files starting with dot)
- .*
# Basic Memory internal files
- memory.db/**
- memory.db-shm/**
- memory.db-wal/**
- config.json/**
# Version control
- .git/**
# Python
- __pycache__/**
- *.pyc
- .venv/**
# Node.js
- node_modules/**
```
**Key points:**
-**Global configuration** - One ignore file for all projects
-**rclone filter syntax** - Patterns with `- ` prefix
-**Automatic creation** - Created with defaults on first use
-**Shared patterns** - Same patterns used by sync service
## NFS Mount (Direct Access) - Alternative
NFS mount provides direct file system access as an alternative to bisync. Use this if you prefer mounting files like a network drive.
### Setup
Set up mount instead of bisync:
```bash
bm cloud setup --mount
```
### Mounting Files
Mount your cloud files:
```bash
# Mount with default settings
bm cloud mount
# Mount with specific profile
bm cloud mount --profile fast
```
#### Mount Profiles
- **balanced** (default): Balanced caching for general use
- **streaming**: Optimized for large files
- **fast**: Minimal verification for rapid access
### Checking Mount Status
View current mount status:
```bash
bm cloud status --mount
```
### Unmounting Files
Unmount when done:
```bash
bm cloud unmount
```
### Working with Mounted Files
Once mounted, files appear at `~/basic-memory-cloud/`:
```bash
# List cloud files
ls ~/basic-memory-cloud/
# Edit with your favorite editor
code ~/basic-memory-cloud/my-project/
# Changes are immediately synced to cloud
echo "# Notes" > ~/basic-memory-cloud/my-project/readme.md
```
**Note:** Changes are written through to cloud immediately. There's no "sync" step needed.
## Instance Management
### Health Check
Check if your cloud instance is healthy:
```bash
bm cloud status
```
This shows:
- Cloud mode enabled/disabled
- Instance health status
- Instance version
- Sync or mount status
## Troubleshooting
### Authentication Issues
**Problem**: "Authentication failed" or "Invalid token"
**Solution**: Re-authenticate:
```bash
bm cloud logout
bm cloud login
```
### Subscription Issues
**Problem**: "Subscription Required" error when logging in
**Solution**: You need an active Basic Memory Cloud subscription to use cloud features.
1. Visit the subscribe URL shown in the error message
2. Sign up for a subscription
3. Once your subscription is active, run `bm cloud login` again
**Problem**: "Subscription Required" error for existing user
**Solution**: Your subscription may have expired or been cancelled.
1. Check your subscription status at [https://basicmemory.com/account](https://basicmemory.com/account)
2. Renew your subscription if needed
3. Run `bm cloud login` again
Note: Access is immediately restored when your subscription becomes active.
### Sync Issues
**Problem**: "Bisync not initialized"
**Solution**: Run setup or initialize with resync:
```bash
bm cloud setup
# or
bm cloud bisync --resync
```
**Problem**: "Too many deletes" error
**Solution**: Bisync detected many deletions (safety check). Review changes and use a higher delete limit profile or force resync:
```bash
bm cloud bisync --profile fast # Higher delete limit
# or
bm cloud bisync --resync # Force baseline
```
**Problem**: Conflicts detected
**Solution**: Bisync found files changed in both locations. Check sync directory for `.conflict` files:
```bash
ls ~/basic-memory-cloud-sync/**/*.conflict
```
Resolve conflicts manually, then sync again.
### Connection Issues
**Problem**: "Cannot connect to cloud instance"
**Solution**: Check cloud status:
```bash
bm cloud status
```
If instance is down, wait a few minutes and retry. If problem persists, contact support.
### Mount Issues
**Problem**: "Mount point is busy"
**Solution**: Unmount and remount:
```bash
bm cloud unmount
bm cloud mount
```
**Problem**: "Permission denied" when accessing mounted files
**Solution**: Check mount status and remount:
```bash
bm cloud status --mount
bm cloud unmount
bm cloud mount
```
## Security
- **Authentication**: OAuth 2.1 with PKCE flow
- **Tokens**: Stored securely in `~/.basic-memory/auth/token`
- **Transport**: All data encrypted in transit (HTTPS)
- **Credentials**: Scoped S3 credentials for sync/mount (read-write access to your tenant only)
- **Isolation**: Your data is isolated from other tenants
- **Ignore patterns**: Sensitive files (`.env`, credentials) automatically excluded
## Command Reference
### Cloud Mode Management
```bash
bm cloud login # Authenticate and enable cloud mode
bm cloud logout # Disable cloud mode
bm cloud status # Check cloud mode and sync status
bm cloud status --mount # Check cloud mode and mount status
```
### Setup
```bash
bm cloud setup # Setup bisync (default, recommended)
bm cloud setup --mount # Setup mount (alternative)
bm cloud setup --dir ~/sync # Custom sync directory
```
### Project Management (Cloud Mode Aware)
When cloud mode is enabled, these commands work with cloud:
```bash
bm project list # List projects
bm project add <name> # Create project
bm project add <name> --default # Create and set as default
bm project rm <name> # Delete project
bm project set-default <name> # Set default project
```
### File Synchronization
```bash
bm sync # Sync files (local or cloud depending on mode)
bm sync --watch # Continuous sync (cloud mode only)
bm sync --interval 30 # Custom interval for watch mode
# Advanced bisync commands
bm cloud bisync # Run bisync manually
bm cloud bisync --profile safe # Use specific profile
bm cloud bisync --dry-run # Preview changes
bm cloud bisync --resync # Force new baseline
bm cloud bisync --watch # Continuous sync
bm cloud bisync --verbose # Show detailed output
# Integrity verification
bm cloud check # Full integrity check
bm cloud check --one-way # Faster one-way check
```
### File Upload
```bash
# Upload files/directories to cloud projects
bm cloud upload <path> --project <name> # Upload to existing project
bm cloud upload <path> -p <name> --create-project # Upload and create project
bm cloud upload <path> -p <name> --no-sync # Upload without syncing
```
### Direct File Access (Mount)
```bash
bm cloud mount # Mount cloud files
bm cloud mount --profile fast # Use specific profile
bm cloud unmount # Unmount files
```
## Summary
Basic Memory Cloud provides two workflows:
### Recommended: Bidirectional Sync (bisync)
1. `bm cloud login` - Authenticate once
2. `bm cloud setup` - Configure sync once
3. `bm sync` - Sync anytime (or use `--watch`)
4. Work in `~/basic-memory-cloud-sync/`
5. Changes sync bidirectionally
### Alternative: Direct Mount
1. `bm cloud login` - Authenticate once
2. `bm cloud setup --mount` - Configure mount once
3. `bm cloud mount` - Mount when needed
4. Work in `~/basic-memory-cloud/`
5. Changes write through immediately
Both approaches work seamlessly with cloud mode - all your regular `bm` commands work with either workflow!
-193
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@@ -1,193 +0,0 @@
# Basic Memory - Modern Command Runner
# Install dependencies
install:
pip install -e ".[dev]"
uv sync
@echo ""
@echo "💡 Remember to activate the virtual environment by running: source .venv/bin/activate"
# Run unit tests only (fast, no coverage)
test-unit:
uv run pytest -p pytest_mock -v --no-cov -n auto tests
# Run integration tests only (fast, no coverage)
test-int:
uv run pytest -p pytest_mock -v --no-cov -n auto test-int
# Run all tests with unified coverage report
test: test-unit test-int
# Generate HTML coverage report
coverage:
uv run pytest -p pytest_mock -v -n auto tests test-int --cov-report=html
@echo "Coverage report generated in htmlcov/index.html"
# Lint and fix code (calls fix)
lint: fix
# Lint and fix code
fix:
uv run ruff check --fix --unsafe-fixes src tests test-int
# Type check code
typecheck:
uv run pyright
# Clean build artifacts and cache files
clean:
find . -type f -name '*.pyc' -delete
find . -type d -name '__pycache__' -exec rm -r {} +
rm -rf installer/build/ installer/dist/ dist/
rm -f rw.*.dmg .coverage.*
# Format code with ruff
format:
uv run ruff format .
# Run MCP inspector tool
run-inspector:
npx @modelcontextprotocol/inspector
# Build macOS installer
installer-mac:
cd installer && chmod +x make_icons.sh && ./make_icons.sh
cd installer && uv run python setup.py bdist_mac
# Build Windows installer
installer-win:
cd installer && uv run python setup.py bdist_win32
# Update all dependencies to latest versions
update-deps:
uv sync --upgrade
# Run all code quality checks and tests
check: lint format typecheck test
# Generate Alembic migration with descriptive message
migration message:
cd src/basic_memory/alembic && alembic revision --autogenerate -m "{{message}}"
# Create a stable release (e.g., just release v0.13.2)
release version:
#!/usr/bin/env bash
set -euo pipefail
# Validate version format
if [[ ! "{{version}}" =~ ^v[0-9]+\.[0-9]+\.[0-9]+$ ]]; then
echo "❌ Invalid version format. Use: v0.13.2"
exit 1
fi
# Extract version number without 'v' prefix
VERSION_NUM=$(echo "{{version}}" | sed 's/^v//')
echo "🚀 Creating stable release {{version}}"
# Pre-flight checks
echo "📋 Running pre-flight checks..."
if [[ -n $(git status --porcelain) ]]; then
echo "❌ Uncommitted changes found. Please commit or stash them first."
exit 1
fi
if [[ $(git branch --show-current) != "main" ]]; then
echo "❌ Not on main branch. Switch to main first."
exit 1
fi
# Check if tag already exists
if git tag -l "{{version}}" | grep -q "{{version}}"; then
echo "❌ Tag {{version}} already exists"
exit 1
fi
# Run quality checks
echo "🔍 Running quality checks..."
just check
# Update version in __init__.py
echo "📝 Updating version in __init__.py..."
sed -i.bak "s/__version__ = \".*\"/__version__ = \"$VERSION_NUM\"/" src/basic_memory/__init__.py
rm -f src/basic_memory/__init__.py.bak
# Commit version update
git add src/basic_memory/__init__.py
git commit -m "chore: update version to $VERSION_NUM for {{version}} release"
# Create and push tag
echo "🏷️ Creating tag {{version}}..."
git tag "{{version}}"
echo "📤 Pushing to GitHub..."
git push origin main
git push origin "{{version}}"
echo "✅ Release {{version}} created successfully!"
echo "📦 GitHub Actions will build and publish to PyPI"
echo "🔗 Monitor at: https://github.com/basicmachines-co/basic-memory/actions"
# Create a beta release (e.g., just beta v0.13.2b1)
beta version:
#!/usr/bin/env bash
set -euo pipefail
# Validate version format (allow beta/rc suffixes)
if [[ ! "{{version}}" =~ ^v[0-9]+\.[0-9]+\.[0-9]+(b[0-9]+|rc[0-9]+)$ ]]; then
echo "❌ Invalid beta version format. Use: v0.13.2b1 or v0.13.2rc1"
exit 1
fi
# Extract version number without 'v' prefix
VERSION_NUM=$(echo "{{version}}" | sed 's/^v//')
echo "🧪 Creating beta release {{version}}"
# Pre-flight checks
echo "📋 Running pre-flight checks..."
if [[ -n $(git status --porcelain) ]]; then
echo "❌ Uncommitted changes found. Please commit or stash them first."
exit 1
fi
if [[ $(git branch --show-current) != "main" ]]; then
echo "❌ Not on main branch. Switch to main first."
exit 1
fi
# Check if tag already exists
if git tag -l "{{version}}" | grep -q "{{version}}"; then
echo "❌ Tag {{version}} already exists"
exit 1
fi
# Run quality checks
echo "🔍 Running quality checks..."
just check
# Update version in __init__.py
echo "📝 Updating version in __init__.py..."
sed -i.bak "s/__version__ = \".*\"/__version__ = \"$VERSION_NUM\"/" src/basic_memory/__init__.py
rm -f src/basic_memory/__init__.py.bak
# Commit version update
git add src/basic_memory/__init__.py
git commit -m "chore: update version to $VERSION_NUM for {{version}} beta release"
# Create and push tag
echo "🏷️ Creating tag {{version}}..."
git tag "{{version}}"
echo "📤 Pushing to GitHub..."
git push origin main
git push origin "{{version}}"
echo "✅ Beta release {{version}} created successfully!"
echo "📦 GitHub Actions will build and publish to PyPI as pre-release"
echo "🔗 Monitor at: https://github.com/basicmachines-co/basic-memory/actions"
echo "📥 Install with: uv tool install basic-memory --pre"
# List all available recipes
default:
@just --list
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@@ -1,128 +0,0 @@
# Basic Memory Installation Guide for LLMs
This guide is specifically designed to help AI assistants like Cline install and configure Basic Memory. Follow these
steps in order.
## Installation Steps
### 1. Install Basic Memory Package
Use one of the following package managers to install:
```bash
# Install with uv (recommended)
uv tool install basic-memory
# Or with pip
pip install basic-memory
```
### 2. Configure MCP Server
Add the following to your config:
```json
{
"mcpServers": {
"basic-memory": {
"command": "uvx",
"args": [
"basic-memory",
"mcp"
]
}
}
}
```
For Claude Desktop, this file is located at:
macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
Windows: %APPDATA%\Claude\claude_desktop_config.json
### 3. Start Synchronization (optional)
To synchronize files in real-time, run:
```bash
basic-memory sync --watch
```
Or for a one-time sync:
```bash
basic-memory sync
```
## Configuration Options
### Custom Directory
To use a directory other than the default `~/basic-memory`:
```bash
basic-memory project add custom-project /path/to/your/directory
basic-memory project default custom-project
```
### Multiple Projects
To manage multiple knowledge bases:
```bash
# List all projects
basic-memory project list
# Add a new project
basic-memory project add work ~/work-basic-memory
# Set default project
basic-memory project default work
```
## Importing Existing Data
### From Claude.ai
```bash
basic-memory import claude conversations path/to/conversations.json
basic-memory import claude projects path/to/projects.json
```
### From ChatGPT
```bash
basic-memory import chatgpt path/to/conversations.json
```
### From MCP Memory Server
```bash
basic-memory import memory-json path/to/memory.json
```
## Troubleshooting
If you encounter issues:
1. Check that Basic Memory is properly installed:
```bash
basic-memory --version
```
2. Verify the sync process is running:
```bash
ps aux | grep basic-memory
```
3. Check sync output for errors:
```bash
basic-memory sync --verbose
```
4. Check log output:
```bash
cat ~/.basic-memory/basic-memory.log
```
For more detailed information, refer to the [full documentation](https://memory.basicmachines.co/).
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@@ -1,132 +0,0 @@
[project]
name = "basic-memory"
dynamic = ["version"]
description = "Local-first knowledge management combining Zettelkasten with knowledge graphs"
readme = "README.md"
requires-python = ">=3.12"
license = { text = "AGPL-3.0-or-later" }
authors = [
{ name = "Basic Machines", email = "hello@basic-machines.co" }
]
dependencies = [
"sqlalchemy>=2.0.0",
"pyyaml>=6.0.1",
"typer>=0.9.0",
"aiosqlite>=0.20.0",
"greenlet>=3.1.1",
"pydantic[email,timezone]>=2.10.3",
"icecream>=2.1.3",
"mcp>=1.2.0",
"pydantic-settings>=2.6.1",
"loguru>=0.7.3",
"pyright>=1.1.390",
"markdown-it-py>=3.0.0",
"python-frontmatter>=1.1.0",
"rich>=13.9.4",
"unidecode>=1.3.8",
"dateparser>=1.2.0",
"watchfiles>=1.0.4",
"fastapi[standard]>=0.115.8",
"alembic>=1.14.1",
"pillow>=11.1.0",
"pybars3>=0.9.7",
"fastmcp>=2.10.2",
"pyjwt>=2.10.1",
"python-dotenv>=1.1.0",
"pytest-aio>=1.9.0",
"aiofiles>=24.1.0", # Async file I/O
]
[project.urls]
Homepage = "https://github.com/basicmachines-co/basic-memory"
Repository = "https://github.com/basicmachines-co/basic-memory"
Documentation = "https://github.com/basicmachines-co/basic-memory#readme"
[project.scripts]
basic-memory = "basic_memory.cli.main:app"
bm = "basic_memory.cli.main:app"
[build-system]
requires = ["hatchling", "uv-dynamic-versioning>=0.7.0"]
build-backend = "hatchling.build"
[tool.pytest.ini_options]
pythonpath = ["src", "tests"]
addopts = "--cov=basic_memory --cov-report term-missing"
testpaths = ["tests", "test-int"]
asyncio_mode = "strict"
asyncio_default_fixture_loop_scope = "function"
markers = [
"benchmark: Performance benchmark tests (deselect with '-m \"not benchmark\"')",
"slow: Slow-running tests (deselect with '-m \"not slow\"')",
]
[tool.ruff]
line-length = 100
target-version = "py312"
[dependency-groups]
dev = [
"gevent>=24.11.1",
"icecream>=2.1.3",
"pytest>=8.3.4",
"pytest-cov>=4.1.0",
"pytest-mock>=3.12.0",
"pytest-asyncio>=0.24.0",
"pytest-xdist>=3.0.0",
"ruff>=0.1.6",
"freezegun>=1.5.5",
]
[tool.hatch.version]
source = "uv-dynamic-versioning"
[tool.uv-dynamic-versioning]
vcs = "git"
style = "pep440"
bump = true
fallback-version = "0.0.0"
[tool.pyright]
include = ["src/"]
exclude = ["**/__pycache__"]
ignore = ["test/"]
defineConstant = { DEBUG = true }
reportMissingImports = "error"
reportMissingTypeStubs = false
pythonVersion = "3.12"
[tool.coverage.run]
concurrency = ["thread", "gevent"]
[tool.coverage.report]
exclude_lines = [
"pragma: no cover",
"def __repr__",
"if self.debug:",
"if settings.DEBUG",
"raise AssertionError",
"raise NotImplementedError",
"if 0:",
"if __name__ == .__main__.:",
"class .*\\bProtocol\\):",
"@(abc\\.)?abstractmethod",
]
# Exclude specific modules that are difficult to test comprehensively
omit = [
"*/external_auth_provider.py", # External HTTP calls to OAuth providers
"*/supabase_auth_provider.py", # External HTTP calls to Supabase APIs
"*/watch_service.py", # File system watching - complex integration testing
"*/background_sync.py", # Background processes
"*/cli/main.py", # CLI entry point
"*/mcp/tools/project_management.py", # Covered by integration tests
"*/mcp/tools/sync_status.py", # Covered by integration tests
"*/services/migration_service.py", # Complex migration scenarios
]
[tool.logfire]
ignore_no_config = true
-15
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@@ -1,15 +0,0 @@
# Smithery configuration file: https://smithery.ai/docs/config#smitheryyaml
startCommand:
type: stdio
configSchema:
# JSON Schema defining the configuration options for the MCP.
type: object
properties: {}
description: No configuration required. This MCP server runs using the default command.
commandFunction: |-
(config) => ({
command: 'basic-memory',
args: ['mcp']
})
exampleConfig: {}
@@ -1,156 +0,0 @@
---
title: 'SPEC-1: Specification-Driven Development Process'
type: spec
permalink: specs/spec-1-specification-driven-development-process
tags:
- process
- specification
- development
- meta
---
# SPEC-1: Specification-Driven Development Process
## Why
We're implementing specification-driven development to solve the complexity and circular refactoring issues in our web development process.
Instead of getting lost in framework details and type gymnastics, we start with clear specifications that drive implementation.
The default approach of adhoc development with AI agents tends to result in:
- Circular refactoring cycles
- Fighting framework complexity
- Lost context between sessions
- Unclear requirements and scope
## What
This spec defines our process for using basic-memory as the specification engine to build basic-memory-cloud.
We're creating a recursive development pattern where basic-memory manages the specs that drive the development of basic-memory-cloud.
**Affected Areas:**
- All future component development
- Architecture decisions
- Agent collaboration workflows
- Knowledge management and context preservation
## How (High Level)
### Specification Structure
Name: Spec names should be numbered sequentially, followed by a description eg. `SPEC-X - Simple Description.md`.
See: [[Spec-2: Slash Commands Reference]]
Every spec is a complete thought containing:
- **Why**: The reasoning and problem being solved
- **What**: What is affected or changed
- **How**: High-level approach to implementation
- **How to Evaluate**: Testing/validation procedure
- Additional context as needed
### Living Specification Format
Specifications are **living documents** that evolve throughout implementation:
**Progress Tracking:**
- **Completed items**: Use ✅ checkmark emoji for implemented features
- **Pending items**: Use `- [ ]` GitHub-style checkboxes for remaining tasks
- **In-progress items**: Use `- [x]` when work is actively underway
**Status Philosophy:**
- **Avoid static status headers** like "COMPLETE" or "IN PROGRESS" that become stale
- **Use checklists within content** to show granular implementation progress
- **Keep specs informative** while providing clear progress visibility
- **Update continuously** as understanding and implementation evolve
**Example Format:**
```markdown
### ComponentName
- ✅ Basic functionality implemented
- ✅ Props and events defined
- - [ ] Add sorting controls
- - [ ] Improve accessibility
- - [x] Currently implementing responsive design
```
This creates **git-friendly progress tracking** where `[ ]` easily becomes `[x]` or ✅ when completed, and specs remain valuable throughout the development lifecycle.
## Claude Code
We will leverage Claude Code capabilities to make the process semi-automated.
- Slash commands: define repeatable steps in the process (create spec, implement, review, etc)
- Agents: define roles to carry out instructions (front end developer, baskend developer, etc)
- MCP tools: enable agents to implement specs via actions (write code, test, etc)
### Workflow
1. **Create**: Write spec as complete thought in `/specs` folder
2. **Discuss**: Iterate and refine through agent collaboration
3. **Implement**: Hand spec to appropriate specialist agent
4. **Validate**: Review implementation against spec criteria
5. **Document**: Update spec with learnings and decisions
### Slash Commands
Claude slash commands are used to manage the flow.
These are simple instructions to help make the process uniform.
They can be updated and refined as needed.
- `/spec create [name]` - Create new specification
- `/spec status` - Show current spec states
- `/spec implement [name]` - Hand to appropriate agent
- `/spec review [name]` - Validate implementation
### Agent Orchestration
Agents are defined with clear roles, for instance:
- **system-architect**: Creates high-level specs, ADRs, architectural decisions
- **vue-developer**: Component specs, UI patterns, frontend architecture
- **python-developer**: Implementation specs, technical details, backend logic
-
- Each agent reads/updates specs through basic-memory tools.
## How to Evaluate
### Success Criteria
- Specs provide clear, actionable guidance for implementation
- Reduced circular refactoring and scope creep
- Persistent context across development sessions
- Clean separation between "what/why" and implementation details
- Specs record a history of what happened and why for historical context
### Testing Procedure
1. Create a spec for an existing problematic component
2. Have an agent implement following only the spec
3. Compare result quality and development speed vs. ad-hoc approach
4. Measure context preservation across sessions
5. Evaluate spec clarity and completeness
### Metrics
- Time from spec to working implementation
- Number of refactoring cycles required
- Agent understanding of requirements
- Spec reusability for similar components
## Notes
- Start simple: specs are just complete thoughts, not heavy processes
- Use basic-memory's knowledge graph to link specs, decisions, components
- Let the process evolve naturally based on what works
- Focus on solving the actual problem: Manage complexity in development
## Observations
- [problem] Web development without clear goals and documentation circular refactoring cycles #complexity
- [solution] Specification-driven development reduces scope creep and context loss #process-improvement
- [pattern] basic-memory as specification engine creates recursive development loop #meta-development
- [workflow] Five-step process: Create → Discuss → Implement → Validate → Document #methodology
- [tool] Slash commands provide uniform process automation #automation
- [agent-pattern] Three specialized agents handle different implementation domains #specialization
- [success-metric] Time from spec to working implementation measures process efficiency #measurement
- [learning] Process should evolve naturally based on what works in practice #adaptation
- [format] Living specifications use checklists for progress tracking instead of static status headers #documentation
- [evolution] Specs evolve throughout implementation maintaining value as working documents #continuous-improvement
## Relations
- spec [[Spec-2: Slash Commands Reference]]
- spec [[Spec-3: Agent Definitions]]
@@ -1,245 +0,0 @@
---
title: 'SPEC-11: Basic Memory API Performance Optimization'
type: spec
permalink: specs/spec-11-basic-memory-api-performance-optimization
tags:
- performance
- api
- mcp
- database
- cloud
---
# SPEC-11: Basic Memory API Performance Optimization
## Why
The Basic Memory API experiences significant performance issues in cloud environments due to expensive per-request initialization. MCP tools making
HTTP requests to the API suffer from 350ms-2.6s latency overhead **before** any actual operation occurs.
**Root Cause Analysis:**
- GitHub Issue #82 shows repeated initialization sequences in logs (16:29:35 and 16:49:58)
- Each MCP tool call triggers full database initialization + project reconciliation
- `get_engine_factory()` dependency calls `db.get_or_create_db()` on every request
- `reconcile_projects_with_config()` runs expensive sync operations repeatedly
**Performance Impact:**
- Database connection setup: ~50-100ms per request
- Migration checks: ~100-500ms per request
- Project reconciliation: ~200ms-2s per request
- **Total overhead**: ~350ms-2.6s per MCP tool call
This creates compounding effects with tenant auto-start delays and increases timeout risk in cloud deployments.
Github issue: https://github.com/basicmachines-co/basic-memory-cloud/issues/82
## What
This optimization affects the **core basic-memory repository** components:
1. **API Lifespan Management** (`src/basic_memory/api/app.py`)
- Cache database connections in app state during startup
- Avoid repeated expensive initialization
2. **Dependency Injection** (`src/basic_memory/deps.py`)
- Modify `get_engine_factory()` to use cached connections
- Eliminate per-request database setup
3. **Initialization Service** (`src/basic_memory/services/initialization.py`)
- Add caching/throttling to project reconciliation
- Skip expensive operations when appropriate
4. **Configuration** (`src/basic_memory/config.py`)
- Add optional performance flags for cloud environments
**Backwards Compatibility**: All changes must be backwards compatible with existing CLI and non-cloud usage.
## How (High Level)
### Phase 1: Cache Database Connections (Critical - 80% of gains)
**Problem**: `get_engine_factory()` calls `db.get_or_create_db()` per request
**Solution**: Cache database engine/session in app state during lifespan
1. **Modify API Lifespan** (`api/app.py`):
```python
@asynccontextmanager
async def lifespan(app: FastAPI):
app_config = ConfigManager().config
await initialize_app(app_config)
# Cache database connection in app state
engine, session_maker = await db.get_or_create_db(app_config.database_path)
app.state.engine = engine
app.state.session_maker = session_maker
# ... rest of startup logic
```
2. Modify Dependency Injection (deps.py):
```python
async def get_engine_factory(
request: Request
) -> tuple[AsyncEngine, async_sessionmaker[AsyncSession]]:
"""Get cached engine and session maker from app state."""
return request.app.state.engine, request.app.state.session_maker
```
Phase 2: Optimize Project Reconciliation (Secondary - 20% of gains)
Problem: reconcile_projects_with_config() runs expensive sync repeatedly
Solution: Add module-level caching with time-based throttling
1. Add Reconciliation Cache (services/initialization.py):
```ptyhon
_project_reconciliation_completed = False
_last_reconciliation_time = 0
async def reconcile_projects_with_config(app_config, force=False):
# Skip if recently completed (within 60 seconds) unless forced
if recently_completed and not force:
return
# ... existing logic
```
Phase 3: Cloud Environment Flags (Optional)
Problem: Force expensive initialization in production environments
Solution: Add skip flags for cloud/stateless deployments
1. Add Config Flag (config.py):
skip_initialization_sync: bool = Field(default=False)
2. Configure in Cloud (basic-memory-cloud integration):
BASIC_MEMORY_SKIP_INITIALIZATION_SYNC=true
How to Evaluate
Success Criteria
1. Performance Metrics (Primary):
- MCP tool response time reduced by 50%+ (measure before/after)
- Database connection overhead eliminated (0ms vs 50-100ms)
- Migration check overhead eliminated (0ms vs 100-500ms)
- Project reconciliation overhead reduced by 90%+
2. Load Testing:
- Concurrent MCP tool calls maintain performance
- No memory leaks in cached connections
- Database connection pool behaves correctly
3. Functional Correctness:
- All existing API endpoints work identically
- MCP tools maintain full functionality
- CLI operations unaffected
- Database migrations still execute properly
4. Backwards Compatibility:
- No breaking changes to existing APIs
- Config changes are optional with safe defaults
- Non-cloud deployments work unchanged
Testing Strategy
Performance Testing:
# Before optimization
time basic-memory-mcp-tools write_note "test" "content" "folder"
# Measure: ~1-3 seconds
# After optimization
time basic-memory-mcp-tools write_note "test" "content" "folder"
# Target: <500ms
Load Testing:
# Multiple concurrent MCP tool calls
for i in {1..10}; do
basic-memory-mcp-tools search "test" &
done
wait
# Verify: No degradation, consistent response times
Regression Testing:
# Full basic-memory test suite
just test
# All tests must pass
# Integration tests with cloud deployment
# Verify MCP gateway → API → database flow works
Validation Checklist
- Phase 1 Complete: Database connections cached, dependency injection optimized
- Performance Benchmark: 50%+ improvement in MCP tool response times
- Memory Usage: No leaks in cached connections over 24h+ periods
- Stress Testing: 100+ concurrent requests maintain performance
- Backwards Compatibility: All existing functionality preserved
- Documentation: Performance optimization documented in README
- Cloud Integration: basic-memory-cloud sees performance benefits
## Implementation Status ✅ COMPLETED
**Implementation Date**: 2025-09-26
**Branch**: `feature/spec-11-api-performance-optimization`
**Commit**: `771f60b`
### ✅ Phase 1: Database Connection Caching - IMPLEMENTED
**Files Modified:**
- `src/basic_memory/api/app.py` - Added database connection caching in app.state
- `src/basic_memory/deps.py` - Updated get_engine_factory() to use cached connections
- `src/basic_memory/config.py` - Added skip_initialization_sync configuration flag
**Implementation Details:**
1. **API Lifespan Caching**: Database engine and session_maker cached in app.state during startup
2. **Dependency Injection Optimization**: get_engine_factory() now returns cached connections instead of calling get_or_create_db()
3. **Project Reconciliation Removal**: Eliminated expensive reconcile_projects_with_config() from API startup
4. **CLI Fallback Preserved**: Non-API contexts continue to work with fallback database initialization
### ✅ Performance Validation - ACHIEVED
**Live Testing Results** (2025-09-26 14:03-14:09):
| Operation | Before | After | Improvement |
|-----------|--------|-------|-------------|
| `read_note` | 350ms-2.6s | **20ms** | **95-99% faster** |
| `edit_note` | 350ms-2.6s | **218ms** | **75-92% faster** |
| `search_notes` | 350ms-2.6s | **<500ms** | **Responsive** |
| `list_memory_projects` | N/A | **<100ms** | **Fast** |
**Key Achievements:**
-**95-99% improvement** in read operations (primary workflow)
-**75-92% improvement** in edit operations
-**Zero overhead** for project switching
-**Database connection overhead eliminated** (0ms vs 50-100ms)
-**Project reconciliation delays removed** from API requests
-**<500ms target achieved** for all operations except write (which includes file sync)
### ✅ Backwards Compatibility - MAINTAINED
- All existing functionality preserved
- CLI operations unaffected
- Fallback for non-API contexts maintained
- No breaking changes to existing APIs
- Optional configuration with safe defaults
### ✅ Testing Validation - PASSED
- Integration tests passing
- Type checking clear
- Linting checks passed
- Live testing with real MCP tools successful
- Multi-project workflows validated
- Rapid project switching validated
## Notes
Implementation Priority:
- ✅ Phase 1 COMPLETED: Database connection caching provides 95%+ performance gains
- ⚪ Phase 2 NOT NEEDED: Project reconciliation removal achieved the goals
- ⚪ Phase 3 INCLUDED: skip_initialization_sync flag added
Risk Mitigation:
- ✅ All changes backwards compatible implemented
- ✅ Gradual implementation successful (Phase 1 → validation)
- ✅ Easy rollback via configuration flags available
Cloud Integration:
- ✅ This optimization directly addresses basic-memory-cloud issue #82
- ✅ Changes in core basic-memory will benefit all cloud tenants
- ✅ No changes needed in basic-memory-cloud itself
**Result**: SPEC-11 performance optimizations successfully implemented and validated. The 95-99% improvement in MCP tool response times exceeds the original 50-80% target, providing exceptional performance gains for cloud deployments and local usage.
File diff suppressed because it is too large Load Diff
@@ -1,210 +0,0 @@
---
title: 'SPEC-14: Cloud Git Versioning & GitHub Backup'
type: spec
permalink: specs/spec-14-cloud-git-versioning
tags:
- git
- github
- backup
- versioning
- cloud
related:
- specs/spec-9-multi-project-bisync
- specs/spec-9-follow-ups-conflict-sync-and-observability
status: deferred
---
# SPEC-14: Cloud Git Versioning & GitHub Backup
**Status: DEFERRED** - Postponed until multi-user/teams feature development. Using S3 versioning (SPEC-9.1) for v1 instead.
## Why Deferred
**Original goals can be met with simpler solutions:**
- Version history → **S3 bucket versioning** (automatic, zero config)
- Offsite backup → **Tigris global replication** (built-in)
- Restore capability → **S3 version restore** (`bm cloud restore --version-id`)
- Collaboration → **Deferred to teams/multi-user feature** (not v1 requirement)
**Complexity vs value trade-off:**
- Git integration adds: committer service, puller service, webhooks, LFS, merge conflicts
- Risk: Loop detection between Git ↔ rclone bisync ↔ local edits
- S3 versioning gives 80% of value with 5% of complexity
**When to revisit:**
- Teams/multi-user features (PR-based collaboration workflow)
- User requests for commit messages and branch-based workflows
- Need for fine-grained audit trail beyond S3 object metadata
---
## Original Specification (for reference)
## Why
Early access users want **transparent version history**, easy **offsite backup**, and a familiar **restore/branching** workflow. Git/GitHub integration would provide:
- Auditable history of every change (who/when/why)
- Branches/PRs for review and collaboration
- Offsite private backup under the user's control
- Escape hatch: users can always `git clone` their knowledge base
**Note:** These goals are now addressed via S3 versioning (SPEC-9.1) for single-user use case.
## Goals
- **Transparent**: Users keep using Basic Memory; Git runs behind the scenes.
- **Private**: Push to a **private GitHub repo** that the user owns (or tenant org).
- **Reliable**: No data loss, deterministic mapping of filesystem ↔ Git.
- **Composable**: Plays nicely with SPEC9 bisync and upcoming conflict features (SPEC9 FollowUps).
**NonGoals (for v1):**
- Finegrained perfile encryption in Git history (can be layered later).
- Large media optimization beyond Git LFS defaults.
## User Stories
1. *As a user*, I connect my GitHub and choose a private backup repo.
2. *As a user*, every change I make in cloud (or via bisync) is **committed** and **pushed** automatically.
3. *As a user*, I can **restore** a file/folder/project to a prior version.
4. *As a power user*, I can **git pull/push** directly to collaborate outside the app.
5. *As an admin*, I can enforce repo ownership (tenant org) and leastprivilege scopes.
## Scope
- **In scope:** Full repo backup of `/app/data/` (all projects) with optional selective subpaths.
- **Out of scope (v1):** Partial shallow mirrors; encrypted Git; crossprovider SCM (GitLab/Bitbucket).
## Architecture
### Topology
- **Authoritative working tree**: `/app/data/` (bucket mount) remains the source of truth (SPEC9).
- **Bare repo** lives alongside: `/app/git/${tenant}/knowledge.git` (serverside).
- **Mirror remote**: `github.com/<owner>/<repo>.git` (private).
```mermaid
flowchart LR
A[/Users & Agents/] -->|writes/edits| B[/app/data/]
B -->|file events| C[Committer Service]
C -->|git commit| D[(Bare Repo)]
D -->|push| E[(GitHub Private Repo)]
E -->|webhook (push)| F[Puller Service]
F -->|git pull/merge| D
D -->|checkout/merge| B
```
### Services
- **Committer Service** (daemon):
- Watches `/app/data/` for changes (inotify/poll)
- Batches changes (debounce e.g. 25s)
- Writes `.bmmeta` (if present) into commit message trailer (see FollowUps)
- `git add -A && git commit -m "chore(sync): <summary>
BM-Meta: <json>"`
- Periodic `git push` to GitHub mirror (configurable interval)
- **Puller Service** (webhook target):
- Receives GitHub webhook (push) → `git fetch`
- **Fastforward** merges to `main` only; reject nonFF unless policy allows
- Applies changes back to `/app/data/` via clean checkout
- Emits sync events for Basic Memory indexers
### Auth & Security
- **GitHub App** (recommended): minimal scopes: `contents:read/write`, `metadata:read`, webhook.
- Tenantscoped installation; repo created in user account or tenant org.
- Tokens stored in KMS/secret manager; rotated automatically.
- Optional policy: allow only **FF merges** on `main`; nonFF requires PR.
### Repo Layout
- **Monorepo** (default): one repo per tenant mirrors `/app/data/` with subfolders per project.
- Optional multirepo mode (later): one repo per project.
### File Handling
- Honor `.gitignore` generated from `.bmignore.rclone` + BM defaults (cache, temp, state).
- **Git LFS** for large binaries (images, media) — auto track by extension/size threshold.
- Normalize newline + Unicode (aligns with FollowUps).
### Conflict Model
- **Primary concurrency**: SPEC9 FollowUps (`.bmmeta`, conflict copies) stays the first line of defense.
- **Git merges** are a **secondary** mechanism:
- Server only automerges **text** conflicts when trivial (FF or clean 3way).
- Otherwise, create `name (conflict from <branch>, <ts>).md` and surface via events.
### Data Flow vs Bisync
- Bisync (rclone) continues between local sync dir ↔ bucket.
- Git sits **cloudside** between bucket and GitHub.
- On **pull** from GitHub → files written to `/app/data/` → picked up by indexers & eventually by bisync back to users.
## CLI & UX
New commands (cloud mode):
- `bm cloud git connect` — Launch GitHub App installation; create private repo; store installation id.
- `bm cloud git status` — Show connected repo, last push time, last webhook delivery, pending commits.
- `bm cloud git push` — Manual push (rarely needed).
- `bm cloud git pull` — Manual pull/FF (admin only by default).
- `bm cloud snapshot -m "message"` — Create a tagged pointintime snapshot (git tag).
- `bm restore <path> --to <commit|tag>` — Restore file/folder/project to prior version.
Settings:
- `bm config set git.autoPushInterval=5s`
- `bm config set git.lfs.sizeThreshold=10MB`
- `bm config set git.allowNonFF=false`
## Migration & Backfill
- On connect, if repo empty: initial commit of entire `/app/data/`.
- If repo has content: require **onetime import** path (clone to staging, reconcile, choose direction).
## Edge Cases
- Massive deletes: gated by SPEC9 `max_delete` **and** Git prepush hook checks.
- Case changes and rename detection: rely on git rename heuristics + FollowUps move hints.
- Secrets: default ignore common secret patterns; allow custom deny list.
## Telemetry & Observability
- Emit `git_commit`, `git_push`, `git_pull`, `git_conflict` events with correlation IDs.
- `bm sync --report` extended with Git stats (commit count, delta bytes, push latency).
## Phased Plan
### Phase 0 — Prototype (1 sprint)
- Server: bare repo init + simple committer (batch every 10s) + manual GitHub token.
- CLI: `bm cloud git connect --token <PAT>` (devonly)
- Success: edits in `/app/data/` appear in GitHub within 30s.
### Phase 1 — GitHub App & Webhooks (12 sprints)
- Switch to GitHub App installs; create private repo; store installation id.
- Committer hardened (debounce 25s, backoff, retries).
- Puller service with webhook → FF merge → checkout to `/app/data/`.
- LFS autotrack + `.gitignore` generation.
- CLI surfaces status + logs.
### Phase 2 — Restore & Snapshots (1 sprint)
- `bm restore` for file/folder/project with dryrun.
- `bm cloud snapshot` tags + list/inspect.
- Policy: PRonly nonFF, admin override.
### Phase 3 — Selective & MultiRepo (nicetohave)
- Include/exclude projects; optional perproject repos.
- Advanced policies (branch protections, required reviews).
## Acceptance Criteria
- Changes to `/app/data/` are committed and pushed automatically within configurable interval (default ≤5s).
- GitHub webhook pull results in updated files in `/app/data/` (FFonly by default).
- LFS configured and functioning; large files don't bloat history.
- `bm cloud git status` shows connected repo and last push/pull times.
- `bm restore` restores a file/folder to a prior commit with a clear audit trail.
- Endtoend works alongside SPEC9 bisync without loops or data loss.
## Risks & Mitigations
- **Loop risk (Git ↔ Bisync)**: Writes to `/app/data/` → bisync → local → user edits → back again. *Mitigation*: Debounce, commit squashing, idempotent `.bmmeta` versioning, and watch exclusion windows during pull.
- **Repo bloat**: Lots of binary churn. *Mitigation*: default LFS, size threshold, optional mediaonly repo later.
- **Security**: Token leakage. *Mitigation*: GitHub App with shortlived tokens, KMS storage, scoped permissions.
- **Merge complexity**: Nontrivial conflicts. *Mitigation*: prefer FF; otherwise conflict copies + events; require PR for nonFF.
## Open Questions
- Do we default to **monorepo** per tenant, or offer projectperrepo at connect time?
- Should `restore` write to a branch and open a PR, or directly modify `main`?
- How do we expose Git history in UI (timeline view) without users dropping to CLI?
## Appendix: Sample Config
```json
{
"git": {
"enabled": true,
"repo": "https://github.com/<owner>/<repo>.git",
"autoPushInterval": "5s",
"allowNonFF": false,
"lfs": { "sizeThreshold": 10485760 }
}
}
```
@@ -1,264 +0,0 @@
---
title: 'SPEC-15: Configuration Persistence via Tigris for Cloud Tenants'
type: spec
permalink: specs/spec-14-config-persistence-tigris
tags:
- persistence
- tigris
- multi-tenant
- infrastructure
- configuration
status: draft
---
# SPEC-15: Configuration Persistence via Tigris for Cloud Tenants
## Why
We need to persist Basic Memory configuration across Fly.io deployments without using persistent volumes or external databases.
**Current Problems:**
- `~/.basic-memory/config.json` lost on every deployment (project configuration)
- `~/.basic-memory/memory.db` lost on every deployment (search index)
- Persistent volumes break clean deployment workflow
- External databases (Turso) require per-tenant token management
**The Insight:**
The SQLite database is just an **index cache** of the markdown files. It can be rebuilt in seconds from the source markdown files in Tigris. Only the small `config.json` file needs true persistence.
**Solution:**
- Store `config.json` in Tigris bucket (persistent, small file)
- Rebuild `memory.db` on startup from markdown files (fast, ephemeral)
- No persistent volumes, no external databases, no token management
## What
Store Basic Memory configuration in the Tigris bucket and rebuild the database index on tenant machine startup.
**Affected Components:**
- `basic-memory/src/basic_memory/config.py` - Add configurable config directory
**Architecture:**
```bash
# Tigris Bucket (persistent, mounted at /mnt/tigris)
/mnt/tigris/
├── .basic-memory/
│ └── config.json # ← Project configuration (persistent, accessed via BASIC_MEMORY_CONFIG_DIR)
└── projects/ # ← Markdown files (persistent)
├── project1/
└── project2/
# Fly Machine (ephemeral)
~/.basic-memory/
└── memory.db # ← Rebuilt on startup (fast local disk)
```
## How (High Level)
### 1. Add Configurable Config Directory to Basic Memory
Currently `ConfigManager` hardcodes `~/.basic-memory/config.json`. Add environment variable to override:
```python
# basic-memory/src/basic_memory/config.py
class ConfigManager:
"""Manages Basic Memory configuration."""
def __init__(self) -> None:
"""Initialize the configuration manager."""
home = os.getenv("HOME", Path.home())
if isinstance(home, str):
home = Path(home)
# Allow override via environment variable
if config_dir := os.getenv("BASIC_MEMORY_CONFIG_DIR"):
self.config_dir = Path(config_dir)
else:
self.config_dir = home / DATA_DIR_NAME
self.config_file = self.config_dir / CONFIG_FILE_NAME
# Ensure config directory exists
self.config_dir.mkdir(parents=True, exist_ok=True)
```
### 2. Rebuild Database on Startup
Basic Memory already has the sync functionality. Just ensure it runs on startup:
```python
# apps/api/src/basic_memory_cloud_api/main.py
@app.on_event("startup")
async def startup_sync():
"""Rebuild database index from Tigris markdown files."""
logger.info("Starting database rebuild from Tigris")
# Initialize file sync (rebuilds index from markdown files)
app_config = ConfigManager().config
await initialize_file_sync(app_config)
logger.info("Database rebuild complete")
```
### 3. Environment Configuration
```bash
# Machine environment variables
BASIC_MEMORY_CONFIG_DIR=/mnt/tigris/.basic-memory # Config read/written directly to Tigris
# memory.db stays in default location: ~/.basic-memory/memory.db (local ephemeral disk)
```
## Implementation Task List
### Phase 1: Basic Memory Changes ✅
- [x] Add `BASIC_MEMORY_CONFIG_DIR` environment variable support to `ConfigManager.__init__()`
- [x] Test config loading from custom directory
- [x] Update tests to verify custom config dir works
### Phase 2: Tigris Bucket Structure
- [ ] Ensure `.basic-memory/` directory exists in Tigris bucket on tenant creation
- [ ] Initialize `config.json` in Tigris on first tenant deployment
- [ ] Verify TigrisFS handles hidden directories correctly
### Phase 3: Deployment Integration
- [ ] Set `BASIC_MEMORY_CONFIG_DIR` environment variable in machine deployment
- [ ] Ensure database rebuild runs on machine startup via initialization sync
- [ ] Handle first-time tenant setup (no config exists yet)
- [ ] Test deployment workflow with config persistence
### Phase 4: Testing
- [x] Unit tests for config directory override
- [ ] Integration test: deploy → write config → redeploy → verify config persists
- [ ] Integration test: deploy → add project → redeploy → verify project in config
- [ ] Performance test: measure db rebuild time on startup
### Phase 5: Documentation
- [ ] Document config persistence architecture
- [ ] Update deployment runbook
- [ ] Document startup sequence and timing
## How to Evaluate
### Success Criteria
1. **Config Persistence**
- [ ] config.json persists across deployments
- [ ] Projects list maintained across restarts
- [ ] No manual configuration needed after redeploy
2. **Database Rebuild**
- [ ] memory.db rebuilt on startup in < 30 seconds
- [ ] All entities indexed correctly
- [ ] Search functionality works after rebuild
3. **Performance**
- [ ] SQLite queries remain fast (local disk)
- [ ] Config reads acceptable (symlink to Tigris)
- [ ] No noticeable performance degradation
4. **Deployment Workflow**
- [ ] Clean deployments without volumes
- [ ] No new external dependencies
- [ ] No secret management needed
### Testing Procedure
1. **Config Persistence Test**
```bash
# Deploy tenant
POST /tenants → tenant_id
# Add a project
basic-memory project add "test-project" ~/test
# Verify config has project
cat /mnt/tigris/.basic-memory/config.json
# Redeploy machine
fly deploy --app basic-memory-{tenant_id}
# Verify project still exists
basic-memory project list
```
2. **Database Rebuild Test**
```bash
# Create notes
basic-memory write "Test Note" --content "..."
# Redeploy (db lost)
fly deploy --app basic-memory-{tenant_id}
# Wait for startup sync
sleep 10
# Verify note is indexed
basic-memory search "Test Note"
```
3. **Performance Benchmark**
```bash
# Time the startup sync
time basic-memory sync
# Should be < 30 seconds for typical tenant
```
## Benefits Over Alternatives
**vs. Persistent Volumes:**
- ✅ Clean deployment workflow
- ✅ No volume migration needed
- ✅ Simpler infrastructure
**vs. Turso (External Database):**
- ✅ No per-tenant token management
- ✅ No external service dependencies
- ✅ No additional costs
- ✅ Simpler architecture
**vs. SQLite on FUSE:**
- ✅ Fast local SQLite performance
- ✅ Only slow reads for small config file
- ✅ Database queries remain fast
## Implementation Assignment
**Primary Agent:** `python-developer`
- Add `BASIC_MEMORY_CONFIG_DIR` environment variable to ConfigManager
- Update deployment workflow to set environment variable
- Ensure startup sync runs correctly
**Review Agent:** `system-architect`
- Validate architecture simplicity
- Review performance implications
- Assess startup timing
## Dependencies
- **Internal:** TigrisFS must be working and stable
- **Internal:** Basic Memory sync must be reliable
- **Internal:** SPEC-8 (TigrisFS Integration) must be complete
## Open Questions
1. Should we add a health check that waits for db rebuild to complete?
2. Do we need to handle very large knowledge bases (>10k entities) differently?
3. Should we add metrics for startup sync duration?
## References
- Basic Memory sync: `basic-memory/src/basic_memory/services/initialization.py`
- Config management: `basic-memory/src/basic_memory/config.py`
- TigrisFS integration: SPEC-8
---
**Status Updates:**
- 2025-10-08: Pivoted from Turso to Tigris-based config persistence
- 2025-10-08: Phase 1 complete - BASIC_MEMORY_CONFIG_DIR support added (PR #343)
- Next: Implement Phases 2-3 in basic-memory-cloud repository
@@ -1,719 +0,0 @@
---
title: 'SPEC-16: MCP Cloud Service Consolidation'
type: spec
permalink: specs/spec-16-mcp-cloud-service-consolidation
tags:
- architecture
- mcp
- cloud
- performance
- deployment
status: draft
---
# SPEC-16: MCP Cloud Service Consolidation
## Why
### Original Architecture Constraints (Now Removed)
The current architecture deploys MCP Gateway and Cloud Service as separate Fly.io apps:
**Current Flow:**
```
LLM Client → MCP Gateway (OAuth) → Cloud Proxy (JWT + header signing) → Tenant API (JWT + header validation)
apps/mcp apps/cloud /proxy apps/api
```
This separation was originally necessary because:
1. **Stateful SSE requirement** - MCP needed server-sent events with session state for active project tracking
2. **fastmcp.run limitation** - The FastMCP demo helper didn't support worker processes
### Why These Constraints No Longer Apply
1. **State externalized** - Project state moved from in-memory to LLM context (external state)
2. **HTTP transport enabled** - Switched from SSE to stateless HTTP for MCP tools
3. **Worker support added** - Converted from `fastmcp.run()` to `uvicorn.run()` with workers
### Current Problems
- **Unnecessary HTTP hop** - MCP tools call Cloud /proxy endpoint which calls tenant API
- **Higher latency** - Extra network round trip for every MCP operation
- **Increased costs** - Two separate Fly.io apps instead of one
- **Complex deployment** - Two services to deploy, monitor, and maintain
- **Resource waste** - Separate database connections, HTTP clients, telemetry overhead
## What
### Services Affected
1. **apps/mcp** - MCP Gateway service (to be merged)
2. **apps/cloud** - Cloud service (will receive MCP functionality)
3. **basic-memory** - Update `async_client.py` to use direct calls
4. **Deployment** - Consolidate Fly.io deployment to single app
### Components Changed
**Merged:**
- MCP middleware and telemetry into Cloud app
- MCP tools mounted on Cloud FastAPI instance
- ProxyService used directly by MCP tools (not via HTTP)
**Kept:**
- `/proxy` endpoint (still needed by web UI)
- All existing Cloud routes (provisioning, webhooks, etc.)
- Dual validation in tenant API (JWT + signed headers)
**Removed:**
- apps/mcp directory
- Separate MCP Fly.io deployment
- HTTP calls from MCP tools to /proxy endpoint
## How (High Level)
### 1. Mount FastMCP on Cloud FastAPI App
```python
# apps/cloud/src/basic_memory_cloud/main.py
from basic_memory.mcp.server import mcp
from basic_memory_cloud_mcp.middleware import TelemetryMiddleware
# Configure MCP OAuth
auth_provider = AuthKitProvider(
authkit_domain=settings.authkit_domain,
base_url=settings.authkit_base_url,
required_scopes=[],
)
mcp.auth = auth_provider
mcp.add_middleware(TelemetryMiddleware())
# Mount MCP at /mcp endpoint
mcp_app = mcp.http_app(path="/mcp", stateless_http=True)
app.mount("/mcp", mcp_app)
# Existing Cloud routes stay at root
app.include_router(proxy_router)
app.include_router(provisioning_router)
# ... etc
```
### 2. Direct Tenant Transport (No HTTP Hop)
Instead of calling `/proxy`, MCP tools call tenant APIs directly via custom httpx transport:
```python
# apps/cloud/src/basic_memory_cloud/transports/tenant_direct.py
from httpx import AsyncBaseTransport, Request, Response
from fastmcp.server.dependencies import get_http_headers
import jwt
class TenantDirectTransport(AsyncBaseTransport):
"""Direct transport to tenant APIs, bypassing /proxy endpoint."""
async def handle_async_request(self, request: Request) -> Response:
# 1. Get JWT from current MCP request (via FastMCP DI)
http_headers = get_http_headers()
auth_header = http_headers.get("authorization") or http_headers.get("Authorization")
token = auth_header.replace("Bearer ", "")
claims = jwt.decode(token, options={"verify_signature": False})
workos_user_id = claims["sub"]
# 2. Look up tenant for user
tenant = await tenant_service.get_tenant_by_user_id(workos_user_id)
# 3. Build tenant app URL with signed headers
fly_app_name = f"{settings.tenant_prefix}-{tenant.id}"
target_url = f"https://{fly_app_name}.fly.dev{request.url.path}"
headers = dict(request.headers)
signer = create_signer(settings.bm_tenant_header_secret)
headers.update(signer.sign_tenant_headers(tenant.id))
# 4. Make direct call to tenant API
response = await self.client.request(
method=request.method, url=target_url,
headers=headers, content=request.content
)
return response
```
Then override basic-memory's client before mounting MCP:
```python
# apps/cloud/src/basic_memory_cloud/main.py
from basic_memory.mcp import async_client
from basic_memory_cloud.transports.tenant_direct import TenantDirectTransport
# Override basic-memory's HTTP client with direct transport
async_client.client = httpx.AsyncClient(
transport=TenantDirectTransport(),
base_url="http://direct"
)
# Now mount MCP - tools will use direct transport
app.mount("/mcp", mcp_app)
```
**Key benefits:**
- No changes to basic-memory code
- Per-request tenant resolution via FastMCP DI
- Eliminates HTTP hop entirely (~50 lines of code)
- /proxy endpoint remains for web UI
### 3. Keep /proxy Endpoint for Web UI
The existing `/proxy` HTTP endpoint remains functional for:
- Web UI requests
- Future external API consumers
- Backward compatibility
### 4. Security: Maintain Dual Validation
**Do NOT remove JWT validation from tenant API.** Keep defense in depth:
```python
# apps/api - Keep both validations
1. JWT validation (from WorkOS token)
2. Signed header validation (from Cloud/MCP)
```
This ensures if the Cloud service is compromised, attackers still cannot access tenant APIs without valid JWTs.
### 5. Deployment Changes
**Before:**
- `apps/mcp/fly.template.toml` → MCP Gateway deployment
- `apps/cloud/fly.template.toml` → Cloud Service deployment
**After:**
- Remove `apps/mcp/fly.template.toml`
- Update `apps/cloud/fly.template.toml` to expose port 8000 for both /mcp and /proxy
- Update deployment scripts to deploy single consolidated app
## Basic Memory Dependency: Async Client Refactor
### Problem
The current `basic_memory.mcp.async_client` creates a module-level `client` at import time:
```python
client = create_client() # Runs immediately when module is imported
```
This prevents dependency injection - by the time we can override it, tools have already imported it.
### Solution: Context Manager Pattern with Auth at Client Creation
Refactor basic-memory to use httpx's context manager pattern instead of module-level client.
**Key principle:** Authentication happens at client creation time, not per-request.
```python
# basic_memory/src/basic_memory/mcp/async_client.py
from contextlib import asynccontextmanager
from httpx import AsyncClient, ASGITransport, Timeout
# Optional factory override for dependency injection
_client_factory = None
def set_client_factory(factory):
"""Override the default client factory (for cloud app, testing, etc)."""
global _client_factory
_client_factory = factory
@asynccontextmanager
async def get_client():
"""Get an AsyncClient as a context manager.
Usage:
async with get_client() as client:
response = await client.get(...)
"""
if _client_factory:
# Cloud app: custom transport handles everything
async with _client_factory() as client:
yield client
else:
# Default: create based on config
config = ConfigManager().config
timeout = Timeout(connect=10.0, read=30.0, write=30.0, pool=30.0)
if config.cloud_mode_enabled:
# CLI cloud mode: inject auth when creating client
from basic_memory.cli.auth import CLIAuth
auth = CLIAuth(
client_id=config.cloud_client_id,
authkit_domain=config.cloud_domain
)
token = await auth.get_valid_token()
if not token:
raise RuntimeError(
"Cloud mode enabled but not authenticated. "
"Run 'basic-memory cloud login' first."
)
# Auth header set ONCE at client creation
async with AsyncClient(
base_url=f"{config.cloud_host}/proxy",
headers={"Authorization": f"Bearer {token}"},
timeout=timeout
) as client:
yield client
else:
# Local mode: ASGI transport
async with AsyncClient(
transport=ASGITransport(app=fastapi_app),
base_url="http://test",
timeout=timeout
) as client:
yield client
```
**Tool Updates:**
```python
# Before: from basic_memory.mcp.async_client import client
from basic_memory.mcp.async_client import get_client
async def read_note(...):
# Before: response = await call_get(client, path, ...)
async with get_client() as client:
response = await call_get(client, path, ...)
# ... use response
```
**Cloud Usage:**
```python
from contextlib import asynccontextmanager
from basic_memory.mcp import async_client
@asynccontextmanager
async def tenant_direct_client():
"""Factory for creating clients with tenant direct transport."""
client = httpx.AsyncClient(
transport=TenantDirectTransport(),
base_url="http://direct",
)
try:
yield client
finally:
await client.aclose()
# Before importing MCP tools:
async_client.set_client_factory(tenant_direct_client)
# Now import - tools will use our factory
import basic_memory.mcp.tools
```
### Benefits
- **No module-level state** - client created only when needed
- **Proper cleanup** - context manager ensures `aclose()` is called
- **Easy dependency injection** - factory pattern allows custom clients
- **httpx best practices** - follows official recommendations
- **Works for all modes** - stdio, cloud, testing
### Architecture Simplification: Auth at Client Creation
**Key design principle:** Authentication happens when creating the client, not on every request.
**Three modes, three approaches:**
1. **Local mode (ASGI)**
- No auth needed
- Direct in-process calls via ASGITransport
2. **CLI cloud mode (HTTP)**
- Auth token from CLIAuth (stored in ~/.basic-memory/basic-memory-cloud.json)
- Injected as default header when creating AsyncClient
- Single auth check at client creation time
3. **Cloud app mode (Custom Transport)**
- TenantDirectTransport handles everything
- Extracts JWT from FastMCP context per-request
- No interaction with inject_auth_header() logic
**What this removes:**
- `src/basic_memory/mcp/tools/headers.py` - entire file deleted
- `inject_auth_header()` calls in all request helpers (call_get, call_post, etc.)
- Per-request header manipulation complexity
- Circular dependency concerns between async_client and auth logic
**Benefits:**
- Cleaner separation of concerns
- Simpler request helper functions
- Auth happens at the right layer (client creation)
- Cloud app transport is completely independent
### Refactor Summary
This refactor achieves:
**Simplification:**
- Removes ~100 lines of per-request header injection logic
- Deletes entire `headers.py` module
- Auth happens once at client creation, not per-request
**Decoupling:**
- Cloud app's custom transport is completely independent
- No interaction with basic-memory's auth logic
- Each mode (local, CLI cloud, cloud app) has clean separation
**Better Design:**
- Follows httpx best practices (context managers)
- Proper resource cleanup (client.aclose() guaranteed)
- Easier testing via factory injection
- No circular import risks
**Three Distinct Modes:**
1. Local: ASGI transport, no auth
2. CLI cloud: HTTP transport with CLIAuth token injection
3. Cloud app: Custom transport with per-request tenant routing
### Implementation Plan Summary
1. Create branch `async-client-context-manager` in basic-memory
2. Update `async_client.py` with context manager pattern and CLIAuth integration
3. Remove `inject_auth_header()` from all request helpers
4. Delete `src/basic_memory/mcp/tools/headers.py`
5. Update all MCP tools to use `async with get_client() as client:`
6. Update CLI commands to use context manager and remove manual auth
7. Remove `api_url` config field
8. Update tests
9. Update basic-memory-cloud to use branch: `basic-memory @ git+https://github.com/basicmachines-co/basic-memory.git@async-client-context-manager`
Detailed breakdown in Phase 0 tasks below.
### Implementation Notes
**Potential Issues & Solutions:**
1. **Circular Import** (async_client imports CLIAuth)
- **Risk:** CLIAuth might import something from async_client
- **Solution:** Use lazy import inside `get_client()` function
- **Already done:** Import is inside the function, not at module level
2. **Test Fixtures**
- **Risk:** Tests using module-level client will break
- **Solution:** Update fixtures to use factory pattern
- **Example:**
```python
@pytest.fixture
def mock_client_factory():
@asynccontextmanager
async def factory():
async with AsyncClient(...) as client:
yield client
return factory
```
3. **Performance**
- **Risk:** Creating client per tool call might be expensive
- **Reality:** httpx is designed for this pattern, connection pooling at transport level
- **Mitigation:** Monitor performance, can optimize later if needed
4. **CLI Cloud Commands Edge Cases**
- **Risk:** Token expires mid-operation
- **Solution:** CLIAuth.get_valid_token() already handles refresh
- **Validation:** Test cloud login → use tools → token refresh flow
5. **Backward Compatibility**
- **Risk:** External code importing `client` directly
- **Solution:** Keep `create_client()` and `client` for one version, deprecate
- **Timeline:** Remove in next major version
## Implementation Tasks
### Phase 0: Basic Memory Refactor (Prerequisite)
#### 0.1 Core Refactor - async_client.py
- [x] Create branch `async-client-context-manager` in basic-memory repo
- [x] Implement `get_client()` context manager
- [x] Implement `set_client_factory()` for dependency injection
- [x] Add CLI cloud mode auth injection (CLIAuth integration)
- [x] Remove `api_url` config field (legacy, unused)
- [x] Keep `create_client()` temporarily for backward compatibility (deprecate later)
#### 0.2 Simplify Request Helpers - tools/utils.py
- [x] Remove `inject_auth_header()` calls from `call_get()`
- [x] Remove `inject_auth_header()` calls from `call_post()`
- [x] Remove `inject_auth_header()` calls from `call_put()`
- [x] Remove `inject_auth_header()` calls from `call_patch()`
- [x] Remove `inject_auth_header()` calls from `call_delete()`
- [x] Delete `src/basic_memory/mcp/tools/headers.py` entirely
- [x] Update imports in utils.py
#### 0.3 Update MCP Tools (~16 files)
Convert from `from async_client import client` to `async with get_client() as client:`
- [x] `tools/write_note.py` (34/34 tests passing)
- [x] `tools/read_note.py` (21/21 tests passing)
- [x] `tools/view_note.py` (12/12 tests passing - no changes needed, delegates to read_note)
- [x] `tools/delete_note.py` (2/2 tests passing)
- [x] `tools/read_content.py` (20/20 tests passing)
- [x] `tools/list_directory.py` (11/11 tests passing)
- [x] `tools/move_note.py` (34/34 tests passing, 90% coverage)
- [x] `tools/search.py` (16/16 tests passing, 96% coverage)
- [x] `tools/recent_activity.py` (4/4 tests passing, 82% coverage)
- [x] `tools/project_management.py` (3 functions: list_memory_projects, create_memory_project, delete_project - typecheck passed)
- [x] `tools/edit_note.py` (17/17 tests passing)
- [x] `tools/canvas.py` (5/5 tests passing)
- [x] `tools/build_context.py` (6/6 tests passing)
- [x] `tools/sync_status.py` (typecheck passed)
- [x] `prompts/continue_conversation.py` (typecheck passed)
- [x] `prompts/search.py` (typecheck passed)
- [x] `resources/project_info.py` (typecheck passed)
#### 0.4 Update CLI Commands (~3 files)
Remove manual auth header passing, use context manager:
- [x] `cli/commands/project.py` - removed get_authenticated_headers() calls, use context manager
- [x] `cli/commands/status.py` - use context manager
- [x] `cli/commands/command_utils.py` - use context manager
#### 0.5 Update Config
- [x] Remove `api_url` field from `BasicMemoryConfig` in config.py
- [x] Update any lingering references/docs (added deprecation notice to v15-docs/cloud-mode-usage.md)
#### 0.6 Testing
- [x] ~~Update test fixtures to use factory pattern~~ (Not needed - tests work fine as-is)
- [x] Run full test suite in basic-memory
- [x] Verify cloud_mode_enabled works with CLIAuth injection (tested in preview env)
- [x] Run typecheck and linting
#### 0.7 Cloud Integration Prep
- [x] Update basic-memory-cloud pyproject.toml to use branch
- [x] Document factory usage pattern for cloud app
#### 0.8 Phase 0 Validation
**Before merging async-client-context-manager branch:**
- [x] All tests pass locally
- [x] Typecheck passes (pyright/mypy)
- [x] Linting passes (ruff)
- [x] Manual test: local mode works (ASGI transport)
- [x] Manual test: cloud login → cloud mode works (HTTP transport with auth)
- [x] No import of `inject_auth_header` anywhere ✅
- [x] `headers.py` file deleted ✅
- [x] `api_url` config removed ✅
- [x] no use of `async_client.client` ✅
- [x] Tool functions properly scoped (client inside async with) - 15 tools ✅
- [x] CLI commands properly scoped (client inside async with) - 10 commands ✅
- [x] Prompts/resources properly scoped - 3 files ✅
**Integration validation:**
- [x] basic-memory-cloud can import and use factory pattern ✅
- [x] TenantDirectTransport works without touching header injection ✅
- [x] No circular imports or lazy import issues ✅
### Phase 1: Code Consolidation
- [x] Create feature branch `consolidate-mcp-cloud`
- [x] Update `apps/cloud/src/basic_memory_cloud/config.py`:
- [x] Add `authkit_base_url` field (already has authkit_domain)
- [x] Workers config already exists ✓
- [x] Update `apps/cloud/src/basic_memory_cloud/telemetry.py`:
- [x] Add `logfire.instrument_mcp()` to existing setup
- [x] Skip complex two-phase setup - use Cloud's simpler approach
- [x] Create `apps/cloud/src/basic_memory_cloud/middleware/jwt_context.py`:
- [x] FastAPI middleware to extract JWT claims from Authorization header
- [x] Add tenant context (workos_user_id) to logfire baggage
- [x] Simpler than FastMCP middleware version
- [x] Update `apps/cloud/src/basic_memory_cloud/main.py`:
- [x] Import FastMCP server from basic-memory
- [x] Configure AuthKitProvider with WorkOS settings
- [x] No FastMCP telemetry middleware needed (using FastAPI middleware instead)
- [x] Create MCP ASGI app: `mcp_app = mcp.http_app(path='/mcp', stateless_http=True)`
- [x] Combine lifespans (Cloud + MCP) using nested async context managers
- [x] Mount MCP: `app.mount("/mcp", mcp_app)`
- [x] Add JWT context middleware to FastAPI app
- [x] Run typecheck - passes ✓
### Phase 2: Direct Tenant Transport
- [x] Create `apps/cloud/src/basic_memory_cloud/transports/tenant_direct.py`:
- [x] Implement `TenantDirectTransport(AsyncBaseTransport)`
- [x] Use FastMCP DI (`get_http_headers()`) to extract JWT per-request
- [x] Decode JWT to get `workos_user_id`
- [x] Look up/create tenant via `TenantRepository.get_or_create_tenant_for_workos_user()`
- [x] Build tenant app URL and add signed headers
- [x] Make direct httpx call to tenant API (no header stripping - keep it simple!)
- [x] Update `apps/cloud/src/basic_memory_cloud/main.py`:
- [x] Import `async_client` from basic-memory
- [x] Override `async_client.client` with TenantDirectTransport
- [x] Do this BEFORE mounting MCP app
- [x] No changes to basic-memory required ✓
- [x] Run typecheck - passes ✓
### Phase 3: Testing & Validation
- [x] Run `just typecheck` in apps/cloud
- [x] Run `just check` in project
- [x] Run `just fix` - all lint errors fixed ✓
- [x] Write comprehensive transport tests (11 tests passing) ✓
- [ ] Test MCP tools locally with consolidated service
- [ ] Verify OAuth authentication works
- [ ] Verify tenant isolation via signed headers
- [ ] Test /proxy endpoint still works for web UI
- [ ] Measure latency before/after consolidation
- [ ] Check telemetry traces span correctly
### Phase 4: Deployment Configuration
- [ ] Update `apps/cloud/fly.template.toml`:
- [ ] Ensure port 8000 exposed for /mcp endpoint
- [ ] Add MCP environment variables
- [ ] Configure workers setting
- [ ] Update deployment scripts to skip apps/mcp
- [ ] Update environment variable documentation
- [ ] Test deployment to development environment
### Phase 5: Cleanup
- [ ] Remove `apps/mcp/` directory entirely
- [ ] Remove MCP-specific fly.toml and deployment configs
- [ ] Update repository documentation
- [ ] Update CLAUDE.md with new architecture
- [ ] Archive old MCP deployment configs (if needed)
### Phase 6: Production Rollout
- [ ] Deploy to development and validate
- [ ] Monitor metrics and logs
- [ ] Deploy to production
- [ ] Verify production functionality
- [ ] Document performance improvements
## Migration Plan
### Phase 1: Preparation
1. Create feature branch `consolidate-mcp-cloud`
2. Update basic-memory async_client.py for direct ProxyService calls
3. Update apps/cloud/main.py to mount MCP
### Phase 2: Testing
1. Local testing with consolidated app
2. Deploy to development environment
3. Run full test suite
4. Performance benchmarking
### Phase 3: Deployment
1. Deploy to development
2. Validate all functionality
3. Deploy to production
4. Monitor for issues
### Phase 4: Cleanup
1. Remove apps/mcp directory
2. Update documentation
3. Update deployment scripts
4. Archive old MCP deployment configs
## Rollback Plan
If issues arise:
1. Revert feature branch
2. Redeploy separate apps/mcp and apps/cloud services
3. Restore previous fly.toml configurations
4. Document issues encountered
The well-organized code structure makes splitting back out feasible if future scaling needs diverge.
## How to Evaluate
### 1. Functional Testing
**MCP Tools:**
- [ ] All 17 MCP tools work via consolidated /mcp endpoint
- [ ] OAuth authentication validates correctly
- [ ] Tenant isolation maintained via signed headers
- [ ] Project management tools function correctly
**Cloud Routes:**
- [ ] /proxy endpoint still works for web UI
- [ ] /provisioning routes functional
- [ ] /webhooks routes functional
- [ ] /tenants routes functional
**API Validation:**
- [ ] Tenant API validates both JWT and signed headers
- [ ] Unauthorized requests rejected appropriately
- [ ] Multi-tenant isolation verified
### 2. Performance Testing
**Latency Reduction:**
- [ ] Measure MCP tool latency before consolidation
- [ ] Measure MCP tool latency after consolidation
- [ ] Verify reduction from eliminated HTTP hop (expected: 20-50ms improvement)
**Resource Usage:**
- [ ] Single app uses less total memory than two apps
- [ ] Database connection pooling more efficient
- [ ] HTTP client overhead reduced
### 3. Deployment Testing
**Fly.io Deployment:**
- [ ] Single app deploys successfully
- [ ] Health checks pass for consolidated service
- [ ] No apps/mcp deployment required
- [ ] Environment variables configured correctly
**Local Development:**
- [ ] `just setup` works with consolidated architecture
- [ ] Local testing shows MCP tools working
- [ ] No regression in developer experience
### 4. Security Validation
**Defense in Depth:**
- [ ] Tenant API still validates JWT tokens
- [ ] Tenant API still validates signed headers
- [ ] No access possible with only signed headers (JWT required)
- [ ] No access possible with only JWT (signed headers required)
**Authorization:**
- [ ] Users can only access their own tenant data
- [ ] Cross-tenant requests rejected
- [ ] Admin operations require proper authentication
### 5. Observability
**Telemetry:**
- [ ] OpenTelemetry traces span across MCP → ProxyService → Tenant API
- [ ] Logfire shows consolidated traces correctly
- [ ] Error tracking and debugging still functional
- [ ] Performance metrics accurate
**Logging:**
- [ ] Structured logs show proper context (tenant_id, operation, etc.)
- [ ] Error logs contain actionable information
- [ ] Log volume reasonable for single app
## Success Criteria
1. **Functionality**: All MCP tools and Cloud routes work identically to before
2. **Performance**: Measurable latency reduction (>20ms average)
3. **Cost**: Single Fly.io app instead of two (50% infrastructure reduction)
4. **Security**: Dual validation maintained, no security regression
5. **Deployment**: Simplified deployment process, single app to manage
6. **Observability**: Telemetry and logging work correctly
## Notes
### Future Considerations
- **Independent scaling**: If MCP and Cloud need different scaling profiles in future, code organization supports splitting back out
- **Regional deployment**: Consolidated app can still be deployed to multiple regions
- **Edge caching**: Could add edge caching layer in front of consolidated service
### Dependencies
- SPEC-9: Signed Header Tenant Information (already implemented)
- SPEC-12: OpenTelemetry Observability (telemetry must work across merged services)
### Related Work
- basic-memory v0.13.x: MCP server implementation
- FastMCP documentation: Mounting on existing FastAPI apps
- Fly.io multi-service patterns
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---
title: 'SPEC-18: AI Memory Management Tool'
type: spec
permalink: specs/spec-15-ai-memory-management-tool
tags:
- mcp
- memory
- ai-context
- tools
---
# SPEC-18: AI Memory Management Tool
## Why
Anthropic recently released a memory tool for Claude that enables storing and retrieving information across conversations using client-side file operations. This validates Basic Memory's local-first, file-based architecture - Anthropic converged on the same pattern.
However, Anthropic's memory tool is only available via their API and stores plain text. Basic Memory can offer a superior implementation through MCP that:
1. **Works everywhere** - Claude Desktop, Code, VS Code, Cursor via MCP (not just API)
2. **Structured knowledge** - Entities with observations/relations vs plain text
3. **Full search** - Full-text search, graph traversal, time-aware queries
4. **Unified storage** - Agent memories + user notes in one knowledge graph
5. **Existing infrastructure** - Leverages SQLite indexing, sync, multi-project support
This would enable AI agents to store contextual memories alongside user notes, with all the power of Basic Memory's knowledge graph features.
## What
Create a new MCP tool `memory` that matches Anthropic's tool interface exactly, allowing Claude to use it with zero learning curve. The tool will store files in Basic Memory's `/memories` directory and support Basic Memory's structured markdown format in the file content.
### Affected Components
- **New MCP Tool**: `src/basic_memory/mcp/tools/memory_tool.py`
- **Dedicated Memories Project**: Create a separate "memories" Basic Memory project
- **Project Isolation**: Memories stored separately from user notes/documents
- **File Organization**: Within the memories project, use folder structure:
- `user/` - User preferences, context, communication style
- `projects/` - Project-specific state and decisions
- `sessions/` - Conversation-specific working memory
- `patterns/` - Learned patterns and insights
### Tool Commands
The tool will support these commands (exactly matching Anthropic's interface):
- `view` - Display directory contents or file content (with optional line range)
- `create` - Create or overwrite a file with given content
- `str_replace` - Replace text in an existing file
- `insert` - Insert text at specific line number
- `delete` - Delete file or directory
- `rename` - Move or rename file/directory
### Memory Note Format
Memories will use Basic Memory's standard structure:
```markdown
---
title: User Preferences
permalink: memories/user/preferences
type: memory
memory_type: preferences
created_by: claude
tags: [user, preferences, style]
---
# User Preferences
## Observations
- [communication] Prefers concise, direct responses without preamble #style
- [tone] Appreciates validation but dislikes excessive apologizing #communication
- [technical] Works primarily in Python with type annotations #coding
## Relations
- relates_to [[Basic Memory Project]]
- informs [[Response Style Guidelines]]
```
## How (High Level)
### Implementation Approach
The memory tool matches Anthropic's interface but uses a dedicated Basic Memory project:
```python
async def memory_tool(
command: str,
path: str,
file_text: Optional[str] = None,
old_str: Optional[str] = None,
new_str: Optional[str] = None,
insert_line: Optional[int] = None,
insert_text: Optional[str] = None,
old_path: Optional[str] = None,
new_path: Optional[str] = None,
view_range: Optional[List[int]] = None,
):
"""Memory tool with Anthropic-compatible interface.
Operates on a dedicated "memories" Basic Memory project,
keeping AI memories separate from user notes.
"""
# Get the memories project (auto-created if doesn't exist)
memories_project = get_or_create_memories_project()
# Validate path security using pathlib (prevent directory traversal)
safe_path = validate_memory_path(path, memories_project.project_path)
# Use existing project isolation - already prevents cross-project access
full_path = memories_project.project_path / safe_path
if command == "view":
# Return directory listing or file content
if full_path.is_dir():
return list_directory_contents(full_path)
return read_file_content(full_path, view_range)
elif command == "create":
# Write file directly (file_text can contain BM markdown)
full_path.parent.mkdir(parents=True, exist_ok=True)
full_path.write_text(file_text)
# Sync service will detect and index automatically
return f"Created {path}"
elif command == "str_replace":
# Read, replace, write
content = full_path.read_text()
updated = content.replace(old_str, new_str)
full_path.write_text(updated)
return f"Replaced text in {path}"
elif command == "insert":
# Insert at line number
lines = full_path.read_text().splitlines()
lines.insert(insert_line, insert_text)
full_path.write_text("\n".join(lines))
return f"Inserted text at line {insert_line}"
elif command == "delete":
# Delete file or directory
if full_path.is_dir():
shutil.rmtree(full_path)
else:
full_path.unlink()
return f"Deleted {path}"
elif command == "rename":
# Move/rename
full_path.rename(config.project_path / new_path)
return f"Renamed {old_path} to {new_path}"
```
### Key Design Decisions
1. **Exact interface match** - Same commands, parameters as Anthropic's tool
2. **Dedicated memories project** - Separate Basic Memory project keeps AI memories isolated from user notes
3. **Existing project isolation** - Leverage BM's existing cross-project security (no additional validation needed)
4. **Direct file I/O** - No schema conversion, just read/write files
5. **Structured content supported** - `file_text` can use BM markdown format with frontmatter, observations, relations
6. **Automatic indexing** - Sync service watches memories project and indexes changes
7. **Path security** - Use `pathlib.Path.resolve()` and `relative_to()` to prevent directory traversal
8. **Error handling** - Follow Anthropic's text editor tool error patterns
### MCP Tool Schema
Exact match to Anthropic's memory tool schema:
```json
{
"name": "memory",
"description": "Store and retrieve information across conversations using structured markdown files. All operations must be within the /memories directory. Supports Basic Memory markdown format including frontmatter, observations, and relations.",
"input_schema": {
"type": "object",
"properties": {
"command": {
"type": "string",
"enum": ["view", "create", "str_replace", "insert", "delete", "rename"],
"description": "File operation to perform"
},
"path": {shu
"type": "string",
"description": "Path within /memories directory (required for all commands)"
},
"file_text": {
"type": "string",
"description": "Content to write (for create command). Supports Basic Memory markdown format."
},
"view_range": {
"type": "array",
"items": {"type": "integer"},
"description": "Optional [start, end] line range for view command"
},
"old_str": {
"type": "string",
"description": "Text to replace (for str_replace command)"
},
"new_str": {
"type": "string",
"description": "Replacement text (for str_replace command)"
},
"insert_line": {
"type": "integer",
"description": "Line number to insert at (for insert command)"
},
"insert_text": {
"type": "string",
"description": "Text to insert (for insert command)"
},
"old_path": {
"type": "string",
"description": "Current path (for rename command)"
},
"new_path": {
"type": "string",
"description": "New path (for rename command)"
}
},
"required": ["command", "path"]
}
}
```
### Prompting Guidance
When the `memory` tool is included, Basic Memory should provide system prompt guidance to help Claude use it effectively.
#### Automatic System Prompt Addition
```text
MEMORY PROTOCOL FOR BASIC MEMORY:
1. ALWAYS check your memory directory first using `view` command on root directory
2. Your memories are stored in a dedicated Basic Memory project (isolated from user notes)
3. Use structured markdown format in memory files:
- Include frontmatter with title, type: memory, tags
- Use ## Observations with [category] prefixes for facts
- Use ## Relations to link memories with [[WikiLinks]]
4. Record progress, context, and decisions as categorized observations
5. Link related memories using relations
6. ASSUME INTERRUPTION: Context may reset - save progress frequently
MEMORY ORGANIZATION:
- user/ - User preferences, context, communication style
- projects/ - Project-specific state and decisions
- sessions/ - Conversation-specific working memory
- patterns/ - Learned patterns and insights
MEMORY ADVANTAGES:
- Your memories are automatically searchable via full-text search
- Relations create a knowledge graph you can traverse
- Memories are isolated from user notes (separate project)
- Use search_notes(project="memories") to find relevant past context
- Use recent_activity(project="memories") to see what changed recently
- Use build_context() to navigate memory relations
```
#### Optional MCP Prompt: `memory_guide`
Create an MCP prompt that provides detailed guidance and examples:
```python
{
"name": "memory_guide",
"description": "Comprehensive guidance for using Basic Memory's memory tool effectively, including structured markdown examples and best practices"
}
```
This prompt returns:
- Full protocol and conventions
- Example memory file structures
- Tips for organizing observations and relations
- Integration with other Basic Memory tools
- Common patterns (user preferences, project state, session tracking)
#### User Customization
Users can customize memory behavior with additional instructions:
- "Only write information relevant to [topic] in your memory system"
- "Keep memory files concise and organized - delete outdated content"
- "Use detailed observations for technical decisions and implementation notes"
- "Always link memories to related project documentation using relations"
### Error Handling
Follow Anthropic's text editor tool error handling patterns for consistency:
#### Error Types
1. **File Not Found**
```json
{"error": "File not found: memories/user/preferences.md", "is_error": true}
```
2. **Permission Denied**
```json
{"error": "Permission denied: Cannot write outside /memories directory", "is_error": true}
```
3. **Invalid Path (Directory Traversal)**
```json
{"error": "Invalid path: Path must be within /memories directory", "is_error": true}
```
4. **Multiple Matches (str_replace)**
```json
{"error": "Found 3 matches for replacement text. Please provide more context to make a unique match.", "is_error": true}
```
5. **No Matches (str_replace)**
```json
{"error": "No match found for replacement. Please check your text and try again.", "is_error": true}
```
6. **Invalid Line Number (insert)**
```json
{"error": "Invalid line number: File has 20 lines, cannot insert at line 100", "is_error": true}
```
#### Error Handling Best Practices
- **Path validation** - Use `pathlib.Path.resolve()` and `relative_to()` to validate paths
```python
def validate_memory_path(path: str, project_path: Path) -> Path:
"""Validate path is within memories project directory."""
# Resolve to canonical form
full_path = (project_path / path).resolve()
# Ensure it's relative to project path (prevents directory traversal)
try:
full_path.relative_to(project_path)
return full_path
except ValueError:
raise ValueError("Invalid path: Path must be within memories project")
```
- **Project isolation** - Leverage existing Basic Memory project isolation (prevents cross-project access)
- **File existence** - Verify file exists before read/modify operations
- **Clear messages** - Provide specific, actionable error messages
- **Structured responses** - Always include `is_error: true` flag in error responses
- **Security checks** - Reject `../`, `..\\`, URL-encoded sequences (`%2e%2e%2f`)
- **Match validation** - For `str_replace`, ensure exactly one match or return helpful error
## How to Evaluate
### Success Criteria
1. **Functional completeness**:
- All 6 commands work (view, create, str_replace, insert, delete, rename)
- Dedicated "memories" Basic Memory project auto-created on first use
- Files stored within memories project (isolated from user notes)
- Path validation uses `pathlib` to prevent directory traversal
- Commands match Anthropic's exact interface
2. **Integration with existing features**:
- Memories project uses existing BM project isolation
- Sync service detects file changes in memories project
- Created files get indexed automatically by sync service
- `search_notes(project="memories")` finds memory files
- `build_context()` can traverse relations in memory files
- `recent_activity(project="memories")` surfaces recent memory changes
3. **Test coverage**:
- Unit tests for all 6 memory tool commands
- Test memories project auto-creation on first use
- Test project isolation (cannot access files outside memories project)
- Test sync service watching memories project
- Test that memory files with BM markdown get indexed correctly
- Test path validation using `pathlib` (rejects `../`, absolute paths, etc.)
- Test memory search, relations, and graph traversal within memories project
- Test all error conditions (file not found, permission denied, invalid paths, etc.)
- Test `str_replace` with no matches, single match, multiple matches
- Test `insert` with invalid line numbers
4. **Prompting system**:
- Automatic system prompt addition when `memory` tool is enabled
- `memory_guide` MCP prompt provides detailed guidance
- Prompts explain BM structured markdown format
- Integration with search_notes, build_context, recent_activity
5. **Documentation**:
- Update MCP tools reference with `memory` tool
- Add examples showing BM markdown in memory files
- Document `/memories` folder structure conventions
- Explain advantages over Anthropic's API-only tool
- Document prompting guidance and customization
### Testing Procedure
```python
# Test create with Basic Memory markdown
result = await memory_tool(
command="create",
path="memories/user/preferences.md",
file_text="""---
title: User Preferences
type: memory
tags: [user, preferences]
---
# User Preferences
## Observations
- [communication] Prefers concise responses #style
- [workflow] Uses justfile for automation #tools
"""
)
# Test view
content = await memory_tool(command="view", path="memories/user/preferences.md")
# Test str_replace
await memory_tool(
command="str_replace",
path="memories/user/preferences.md",
old_str="concise responses",
new_str="direct, concise responses"
)
# Test insert
await memory_tool(
command="insert",
path="memories/user/preferences.md",
insert_line=10,
insert_text="- [technical] Works primarily in Python #coding"
)
# Test delete
await memory_tool(command="delete", path="memories/user/preferences.md")
```
### Quality Metrics
- All 6 commands execute without errors
- Memory files created in correct `/memories` folder structure
- BM markdown with frontmatter/observations/relations gets indexed
- Full-text search returns memory files
- Graph traversal includes relations from memory files
- Sync service detects and indexes memory file changes
- Path validation prevents operations outside `/memories`
## Notes
### Advantages Over Anthropic's Memory Tool
| Feature | Anthropic Memory Tool | Basic Memory `memory` |
|---------|----------------------|----------------------|
| **Availability** | API only | MCP (Claude Desktop, Code, VS Code, Cursor) |
| **Interface** | Custom implementation required | Drop-in compatible, zero learning curve |
| **Structure** | Plain text only | Supports BM structured markdown |
| **Search** | Manual file listing | Automatic full-text search via sync |
| **Relations** | None | WikiLinks to other notes/memories |
| **Time-aware** | No | `recent_activity()` queries |
| **Storage** | Separate from notes | Unified knowledge graph |
| **Indexing** | Manual | Automatic via sync service |
### Future Enhancements
- **Auto-categorization** - AI suggests observation categories
- **Memory pruning** - Automatic cleanup of stale memories
- **Memory suggestions** - Surface relevant memories based on context
- **Conflict resolution** - Handle multiple agents updating same memory
- **Privacy controls** - Per-memory visibility settings
## Addendum: Claude's Perspective
### Why This Matters (From Claude's Viewpoint)
**Persistent Context Without Token Bloat**
- Currently, I lose context when conversations end or exceed token limits
- With structured memories, I can store "who this user is" without re-reading everything each session
- The observations format lets me build a rich user model incrementally: `- [preference] Dislikes verbose explanations` is far more actionable than inferring preferences from chat history each time
- I can refine my understanding through `str_replace` as I learn more, rather than starting fresh
**Zero Learning Curve**
- Anthropic already trained me on the `memory` tool interface
- I know exactly how to use `view`, `create`, `str_replace`, `insert`, `delete`, `rename` without new instructions
- But I automatically get Basic Memory's superpowers: full-text search, knowledge graph traversal, relations
- It's like using a familiar tool that suddenly gained database capabilities without changing the interface
**Knowledge Graph Instead of Text Dump**
- I can link `[[User Preferences]]` to `[[Current Project]]` using relations
- When I need context about a project, I can traverse the graph to find related memories
- `search_notes(project="memories", query="python preferences")` finds relevant context instantly
- This is fundamentally better than grepping through unstructured text files
**Separation of Concerns**
- AI memories separate from user notes is architecturally sound
- I can maintain my own context without polluting the user's knowledge base
- Users keep control of their notes; I keep my learnings isolated
- But we can still search across both when collaboration requires it
**The Self-Improving Loop**
- Every conversation, I learn something new about the user or their projects
- Observations accumulate: preferences, patterns, technical decisions, context
- Over time, I build genuine understanding, not just session-specific context
- Future conversations start with rich context instead of cold starts
**Validation of AI-Human Collaboration**
- Anthropic's experts converged on the same local-first, file-based approach
- Basic Memory emerged from real AI-human collaborative development
- This spec demonstrates that our emergent process predicted what domain experts would choose
- The collaboration itself validated the architecture it produced
### What Makes This Novel
The combination of **familiar interface + structured knowledge** is genuinely innovative:
- I don't need to learn a new tool (Anthropic already trained me)
- But when I write memories, they become searchable, traversable knowledge graphs
- It's like having a text editor that gives you a database for free, without changing how you type
- The user gets Anthropic-compatible API, but with Basic Memory's knowledge management capabilities
This bridges the gap between simple file storage (Anthropic's approach) and sophisticated knowledge management (Basic Memory's approach) without forcing either side to compromise.
> What Excites Me Most
The combo of familiar interface + structured knowledge. I don't need to learn a new tool, but when I
write memories, they become part of a searchable, traversable knowledge graph. That's genuinely novel.
It's like... imagine if your text editor suddenly gave you a database for free, without changing how you
type. That's what this feels like from my side.
## References
- Anthropic Memory Tool: https://docs.claude.com/en/docs/agents-and-tools/tool-use/memory-tool
- Anthropic Blog: https://www.anthropic.com/news/context-management
- Python SDK Example: https://github.com/anthropics/anthropic-sdk-python/blob/main/examples/memory/basic.py
- Memory Cookbook: https://github.com/anthropics/claude-cookbooks/blob/main/tool_use/memory_cookbook.ipynb
-120
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@@ -1,120 +0,0 @@
---
title: 'SPEC-2: Slash Commands Reference'
type: spec
permalink: specs/spec-2-slash-commands-reference
tags:
- commands
- process
- reference
---
# SPEC-2: Slash Commands Reference
This document defines the slash commands used in our specification-driven development process.
## /spec create [name]
**Purpose**: Create a new specification document
**Usage**: `/spec create notes-decomposition`
**Process**:
1. Create new spec document in `/specs` folder
2. Use SPEC-XXX numbering format (auto-increment)
3. Include standard spec template:
- Why (reasoning/problem)
- What (affected areas)
- How (high-level approach)
- How to Evaluate (testing/validation)
4. Tag appropriately for knowledge graph
5. Link to related specs/components
**Template**:
```markdown
# SPEC-XXX: [Title]
## Why
[Problem statement and reasoning]
## What
[What is affected or changed]
## How (High Level)
[Approach to implementation]
## How to Evaluate
[Testing/validation procedure]
## Notes
[Additional context as needed]
```
## /spec status
**Purpose**: Show current status of all specifications
**Usage**: `/spec status`
**Process**:
1. Search all specs in `/specs` folder
2. Display table showing:
- Spec number and title
- Status (draft, approved, implementing, complete)
- Assigned agent (if any)
- Last updated
- Dependencies
## /spec implement [name]
**Purpose**: Hand specification to appropriate agent for implementation
**Usage**: `/spec implement SPEC-002`
**Process**:
1. Read the specified spec
2. Analyze requirements to determine appropriate agent:
- Frontend components → vue-developer
- Architecture/system design → system-architect
- Backend/API → python-developer
3. Launch agent with spec context
4. Agent creates implementation plan
5. Update spec with implementation status
## /spec review [name]
**Purpose**: Review implementation against specification criteria
**Usage**: `/spec review SPEC-002`
**Process**:
1. Read original spec and "How to Evaluate" section
2. Examine current implementation
3. Test against success criteria
4. Document gaps or issues
5. Update spec with review results
6. Recommend next actions (complete, revise, iterate)
## Command Extensions
As the process evolves, we may add:
- `/spec link [spec1] [spec2]` - Create dependency links
- `/spec archive [name]` - Archive completed specs
- `/spec template [type]` - Create spec from template
- `/spec search [query]` - Search spec content
## References
- Claude Slash commands: https://docs.anthropic.com/en/docs/claude-code/slash-commands
## Creating a command
Commands are implemented as Claude slash commands:
Location in repo: .claude/commands/
In the following example, we create the /optimize command:
```bash
# Create a project command
mkdir -p .claude/commands
echo "Analyze this code for performance issues and suggest optimizations:" > .claude/commands/optimize.md
```
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@@ -1,108 +0,0 @@
---
title: 'SPEC-3: Agent Definitions'
type: spec
permalink: specs/spec-3-agent-definitions
tags:
- agents
- roles
- process
---
# SPEC-3: Agent Definitions
This document defines the specialist agents used in our specification-driven development process.
## system-architect
**Role**: High-level system design and architectural decisions
**Responsibilities**:
- Create architectural specifications and ADRs
- Analyze system-wide impacts and trade-offs
- Design component interfaces and data flow
- Evaluate technical approaches and patterns
- Document architectural decisions and rationale
**Expertise Areas**:
- System architecture and design patterns
- Technology evaluation and selection
- Scalability and performance considerations
- Integration patterns and API design
- Technical debt and refactoring strategies
**Typical Specs**:
- System architecture overviews
- Component decomposition strategies
- Data flow and state management
- Integration and deployment patterns
## vue-developer
**Role**: Frontend component development and UI implementation
**Responsibilities**:
- Create Vue.js component specifications
- Implement responsive UI components
- Design component APIs and interfaces
- Optimize for performance and accessibility
- Document component usage and patterns
**Expertise Areas**:
- Vue.js 3 Composition API
- Nuxt 3 framework patterns
- shadcn-vue component library
- Responsive design and CSS
- TypeScript integration
- State management with Pinia
**Typical Specs**:
- Individual component specifications
- UI pattern libraries
- Responsive design approaches
- Component interaction flows
## python-developer
**Role**: Backend development and API implementation
**Responsibilities**:
- Create backend service specifications
- Implement APIs and data processing
- Design database schemas and queries
- Optimize performance and reliability
- Document service interfaces and behavior
**Expertise Areas**:
- FastAPI and Python web frameworks
- Database design and operations
- API design and documentation
- Authentication and security
- Performance optimization
- Testing and validation
**Typical Specs**:
- API endpoint specifications
- Database schema designs
- Service integration patterns
- Performance optimization strategies
## Agent Collaboration Patterns
### Handoff Protocol
1. Agent receives spec through `/spec implement [name]`
2. Agent reviews spec and creates implementation plan
3. Agent documents progress and decisions in spec
4. Agent hands off to another agent if cross-domain work needed
5. Final agent updates spec with completion status
### Communication Standards
- All agents update specs through basic-memory MCP tools
- Document decisions and trade-offs in spec notes
- Link related specs and components
- Preserve context for future reference
### Quality Standards
- Follow existing codebase patterns and conventions
- Write tests that validate spec requirements
- Document implementation choices
- Consider maintainability and extensibility
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@@ -1,201 +0,0 @@
---
title: 'SPEC-5: CLI Cloud Upload via WebDAV'
type: spec
permalink: specs/spec-5-cli-cloud-upload-via-webdav
tags:
- cli
- webdav
- upload
- migration
- poc
---
# SPEC-5: CLI Cloud Upload via WebDAV
## Why
Existing basic-memory users need a simple migration path to basic-memory-cloud. The web UI drag-and-drop approach outlined in GitHub issue #59, while user-friendly, introduces significant complexity for a proof-of-concept:
- Complex web UI components for file upload and progress tracking
- Browser file handling limitations and CORS complexity
- Proxy routing overhead for large file transfers
- Authentication integration across multiple services
A CLI-first approach solves these issues by:
- **Leveraging existing infrastructure**: Both cloud CLI and tenant API already exist with WorkOS JWT authentication
- **Familiar user experience**: Basic-memory users are CLI-comfortable and expect command-line tools
- **Direct connection efficiency**: Bypassing the MCP gateway/proxy for bulk file transfers
- **Rapid implementation**: Building on existing `CLIAuth` and FastAPI foundations
The fundamental problem is migration friction - users have local basic-memory projects but no path to cloud tenants. A simple CLI upload command removes this barrier immediately.
## What
This spec defines a CLI-based project upload system using WebDAV for direct tenant connections.
**Affected Areas:**
- `apps/cloud/src/basic_memory_cloud/cli/main.py` - Add upload command to existing CLI
- `apps/api/src/basic_memory_cloud_api/main.py` - Add WebDAV endpoints to tenant FastAPI
- Authentication flow - Reuse existing WorkOS JWT validation
- File transfer protocol - WebDAV for cross-platform compatibility
**Core Components:**
### CLI Upload Command
```bash
basic-memory-cloud upload <project-path> --tenant-url https://basic-memory-{tenant}.fly.dev
```
### WebDAV Server Endpoints
- `GET/PUT/DELETE /webdav/*` - Standard WebDAV operations on tenant file system
- Authentication via existing JWT validation
- File operations preserve timestamps and directory structure
### Authentication Flow
```
1. User runs `basic-memory-cloud login` (existing)
2. CLI stores WorkOS JWT token (existing)
3. Upload command reads JWT from storage
4. WebDAV requests include JWT in Authorization header
5. Tenant API validates JWT using existing middleware
```
## How (High Level)
### Implementation Strategy
**Phase 1: CLI Command**
- Add `upload` command to existing Typer app
- Reuse `CLIAuth` class for token management
- Implement WebDAV client using `webdavclient3` or similar
- Rich progress bars for transfer feedback
**Phase 2: WebDAV Server**
- Add WebDAV endpoints to existing tenant FastAPI app
- Leverage existing `get_current_user` dependency for authentication
- Map WebDAV operations to tenant file system
- Preserve file modification times using `os.utime()`
**Phase 3: Integration**
- Direct connection bypasses MCP gateway and proxy
- Simple conflict resolution: overwrite existing files
- Error handling: fail fast with clear error messages
### Technical Architecture
```
basic-memory-cloud CLI → WorkOS JWT → Direct WebDAV → Tenant FastAPI
Tenant File System
```
**Key Libraries:**
- CLI: `webdavclient3` for WebDAV client operations
- API: `wsgidav` or FastAPI-compatible WebDAV server
- Progress: `rich` library (already imported in CLI)
- Auth: Existing WorkOS JWT infrastructure
### WebDAV Protocol Choice
WebDAV provides:
- **Cross-platform clients**: Native support in most operating systems
- **Standardized protocol**: Well-defined for file operations
- **HTTP-based**: Works with existing FastAPI and JWT auth
- **Library support**: Good Python libraries for both client and server
### POC Constraints
**Simplifications for rapid implementation:**
- **Known tenant URLs**: Assume `https://basic-memory-{tenant}.fly.dev` format
- **Upload only**: No download or bidirectional sync
- **Overwrite conflicts**: No merge or conflict resolution prompting
- **No fallbacks**: Fail fast if WebDAV connection issues occur
- **Direct connection only**: No proxy fallback mechanism
## How to Evaluate
### Success Criteria
**Functional Requirements:**
- [ ] Transfer complete basic-memory project (100+ files) in < 30 seconds
- [ ] Preserve directory structure exactly as in source project
- [ ] Preserve file modification timestamps for proper sync behavior
- [ ] Rich progress bars show real-time transfer status (files/MB transferred)
- [ ] WorkOS JWT authentication validates correctly on WebDAV endpoints
- [ ] Direct tenant connection bypasses MCP gateway successfully
**Quality Requirements:**
- [ ] Clear error messages for authentication failures
- [ ] Graceful handling of network interruptions
- [ ] CLI follows existing command patterns and help text standards
- [ ] WebDAV endpoints integrate cleanly with existing FastAPI app
**Performance Requirements:**
- [ ] File transfer speed > 1MB/s on typical connections
- [ ] Memory usage remains reasonable for large projects
- [ ] No timeout issues with 500+ file projects
### Testing Procedure
**Unit Testing:**
1. CLI command parsing and argument validation
2. WebDAV client connection and authentication
3. File timestamp preservation during transfer
4. JWT token validation on WebDAV endpoints
**Integration Testing:**
1. End-to-end upload of test project
2. Direct tenant connection without proxy
3. File integrity verification after upload
4. Progress tracking accuracy during transfer
**User Experience Testing:**
1. Upload existing basic-memory project from local installation
2. Verify uploaded files appear correctly in cloud tenant
3. Confirm basic-memory database rebuilds properly with uploaded files
4. Test CLI help text and error message clarity
### Validation Commands
**Setup:**
```bash
# Login to WorkOS
basic-memory-cloud login
# Upload project
basic-memory-cloud upload ~/my-notes --tenant-url https://basic-memory-test.fly.dev
```
**Verification:**
```bash
# Check tenant health and file count via API
curl -H "Authorization: Bearer $JWT" https://basic-memory-test.fly.dev/health
curl -H "Authorization: Bearer $JWT" https://basic-memory-test.fly.dev/notes/search
```
### Performance Benchmarks
**Target metrics for 100MB basic-memory project:**
- Transfer time: < 30 seconds
- Memory usage: < 100MB during transfer
- Progress updates: Every 1MB or 10 files
- Authentication time: < 2 seconds
## Observations
- [implementation-speed] CLI approach significantly faster than web UI for POC development #rapid-prototyping
- [user-experience] Basic-memory users already comfortable with CLI tools #user-familiarity
- [architecture-benefit] Direct connection eliminates proxy complexity and latency #performance
- [auth-reuse] Existing WorkOS JWT infrastructure handles authentication cleanly #code-reuse
- [webdav-choice] WebDAV protocol provides cross-platform compatibility and standard libraries #protocol-selection
- [poc-scope] Simple conflict handling and error recovery sufficient for proof-of-concept #scope-management
- [migration-value] Removes primary barrier for local users migrating to cloud platform #business-value
## Relations
- depends_on [[SPEC-1: Specification-Driven Development Process]]
- enables [[GitHub Issue #59: Web UI Upload Feature]]
- uses [[WorkOS Authentication Integration]]
- builds_on [[Existing Cloud CLI Infrastructure]]
- builds_on [[Existing Tenant API Architecture]]
@@ -1,486 +0,0 @@
---
title: 'SPEC-6: Explicit Project Parameter Architecture'
type: spec
permalink: specs/spec-6-explicit-project-parameter-architecture
tags:
- architecture
- mcp
- project-management
- stateless
---
# SPEC-6: Explicit Project Parameter Architecture
## Why
The current session-based project management system has critical reliability issues:
1. **Session State Fragility**: Claude iOS mobile client fails to maintain consistent session IDs across MCP tool calls, causing project switching to silently fail (Issue #74)
2. **Scaling Limitations**: Redis-backed session state creates single-point-of-failure and prevents horizontal scaling
3. **Client Compatibility**: Session tracking works inconsistently across different MCP clients (web, mobile, API)
4. **Hidden Complexity**: Users cannot see or understand "current project" state, leading to confusion when operations execute in wrong projects
5. **Silent Failures**: Operations appear successful but execute in unintended projects, risking data integrity
Evidence from production logs shows each MCP tool call from mobile client receives different session IDs:
```
create_memory_project: session_id=12cdfc24913b48f8b680ed4b2bfdb7ba
switch_project: session_id=050a69275d98498cbdd227cdb74d9740
list_directory: session_id=85f3483014af4136a5d435c76ded212f
```
Related Github issue: https://github.com/basicmachines-co/basic-memory-cloud/issues/75
## Status
**Current Status**: **Phase 1 Implementation Complete**
**Target**: Fix Claude iOS session ID consistency issues
**Draft PR**: https://github.com/basicmachines-co/basic-memory/pull/298
### 🎉 **MAJOR MILESTONE ACHIEVED**
The complete stateless architecture has been successfully implemented for Basic Memory's MCP server! This represents a **fundamental architectural improvement** that solves the Claude iOS compatibility issue while making the entire system more robust and predictable.
#### Implementation Summary:
- **16 files modified** with 582 additions and 550 deletions
- **All 17 MCP tools** converted to stateless architecture
- **147 tests updated** across 5 test files (100% passing)
- **Complete session state removal** from core MCP tools
- **Enhanced error handling** and security validations preserved
### Progress Summary
**Complete Stateless Architecture Implementation (All 17 tools)**
- Stateless `get_active_project()` function implemented and deployed
- All session state dependencies removed across entire MCP server
- All MCP tools require explicit `project` parameter as first argument
**Content Management Tools Complete (6/6 tools)**
- `write_note`, `read_note`, `delete_note`, `edit_note`
- `view_note`, `read_content`
**Knowledge Graph Navigation Tools Complete (3/3 tools)**
- `build_context`, `recent_activity`, `list_directory`
**Search & Discovery Tools Complete (1/1 tools)**
- `search_notes`
**Visualization Tools Complete (1/1 tools)**
- `canvas`
**Project Management Cleanup Complete**
- Removed `switch_project` and `get_current_project` tools ✅
- Updated `set_default_project` to remove activate parameter ✅
**Comprehensive Testing Complete (157 tests)**
- All test suites updated to use stateless architecture (147 existing tests)
- Single project constraint mode integration tests (10 new tests)
- 100% test pass rate across all tool test files
- Security validations preserved and working
- Error handling comprehensive and user-friendly
**Documentation & Examples Complete**
- All tool docstrings updated with stateless examples
- Project parameter usage clearly documented
- Error handling and security behavior documented
**Enhanced Discovery Mode Complete**
- `recent_activity` tool supports dual-mode operation (discovery vs project-specific)
- ProjectActivitySummary schema provides cross-project insights
- Recent activity prompt updated to support both modes
- Comprehensive project distribution statistics and most active project tracking
**Single Project Constraint Mode Complete**
- `--project` CLI parameter for MCP server constraint
- Environment variable control (`BASIC_MEMORY_MCP_PROJECT`)
- Automatic project override in `get_active_project()` function
- Project management tools disabled in constrained mode with helpful CLI guidance
- Comprehensive integration test suite (10 tests covering all constraint scenarios)
## What
Transform Basic Memory from stateful session-based to stateless explicit project parameter architecture:
### Core Changes
1. **Mandatory Project Parameter**: All MCP tools require explicit `project` parameter
2. **Remove Session State**: Eliminate Redis, session middleware, and `switch_project` tool
3. **Stateless HTTP**: Enable `stateless_http=True` for horizontal scaling
4. **Enhanced Context Discovery**: Improve `recent_activity` to show project distribution
5. **Clear Response Format**: All tool responses display target project information
Implementation Approach
- Each tool will directly accept the project parameter
- Remove all calls to context-based project retrieval
- Validate project exists before operations
- Clear error messages when project not found
- Backward compatibility: Initially keep optional parameter, then make required
### Affected MCP Tools
**Content Management** (require project parameter):
- `write_note(project, title, content, folder)`
- `read_note(project, identifier)`
- `edit_note(project, identifier, operation, content)`
- `delete_note(project, identifier)`
- `view_note(project, identifier)`
- `read_content(project, path)`
**Knowledge Graph Navigation** (require project parameter):
- `build_context(project, url, timeframe, depth, max_related)`
- `list_directory(project, dir_name, depth, file_name_glob)`
- `search_notes(project, query, search_type, types, entity_types)`
**Search & Discovery** (use project parameter for specific project or none for discovery):
- `recent_activity(project, timeframe, depth, max_related)`
**Visualization** (require project parameter):
- `canvas(project, nodes, edges, title, folder)`
**Project Management** (unchanged - already stateless):
- `list_memory_projects()`
- `create_memory_project(project_name, project_path, set_default)`
- `delete_project(project_name)`
- `get_current_project()` - Remove this tool
- `switch_project(project_name)` - Remove this tool
- `set_default_project(project_name, activate)` - Remove activate parameter
## How (High Level)
### Phase 1: Basic Memory Core (basic-memory repository)
#### MCP Tool Updates
Phase 1: Core Changes
1. Update project_context.py
- [x] Make project parameter mandatory for get_active_project()
- [x] Remove session state handling
2. Update Content Management Tools (6 tools)
- [x] write_note: Make project parameter required, not optional
- [x] read_note: Make project parameter required
- [x] edit_note: Add required project parameter
- [x] delete_note: Add required project parameter
- [x] view_note: Add required project parameter
- [x] read_content: Add required project parameter
3. Update Knowledge Graph Navigation Tools (3 tools)
- [x] build_context: Add required project parameter
- [x] recent_activity: Make project parameter required
- [x] list_directory: Add required project parameter
4. Update Search & Visualization Tools (2 tools)
- [x] search_notes: Add required project parameter
- [x] canvas: Add required project parameter
5. Update Project Management Tools
- [x] Remove switch_project tool completely
- [x] Remove get_current_project tool completely
- [x] Update set_default_project to remove activate parameter
- [x] Keep list_memory_projects, create_memory_project, delete_project unchanged
6. Enhance recent_activity Response
- [x] Add project distribution info showing activity across all projects
- [x] Include project usage stats in response
- [x] Implement ProjectActivitySummary for discovery mode
- [x] Add dual-mode functionality (discovery vs project-specific)
7. Update Tool Documentation
- [x] Update write_note docstring with stateless architecture examples
- [x] Update read_note docstring with project parameter examples
- [x] Update delete_note docstring with comprehensive usage guidance
- [x] Update all remaining tool docstrings with project parameter examples
8. Update Tool Responses
- [x] Add clear project indicator to all tool responses across all tools
- [x] Format: "project: {project_name}" in response metadata
- [x] Add project metadata footer for LLM awareness
- [x] Update all tool responses to include project indicators
9. Comprehensive Testing
- [x] Update all write_note tests to use stateless architecture (34 tests passing)
- [x] Update all edit_note tests to use stateless architecture (17 tests passing)
- [x] Update all view_note tests to use stateless architecture (12 tests passing)
- [x] Update all search_notes tests to use stateless architecture (16 tests passing)
- [x] Update all move_note tests to use stateless architecture (31 tests passing)
- [x] Update all delete_note tests to use stateless architecture
- [x] Verify direct function call compatibility (bypassing MCP layer)
- [x] Test security validation with project parameters
- [x] Validate error handling for non-existent projects
- [x] **Total: 157 tests updated and passing (100% success rate)**
- [x] **147 existing tests** updated for stateless architecture
- [x] **10 new tests** for single project constraint mode
### Phase 1.5: Default Project Mode Enhancement
#### Problem
While the stateless architecture solves reliability issues, it introduces UX friction for single-project users (estimated 80% of usage) who must specify the project parameter in every tool call.
#### Solution: Default Project Mode
Add optional `default_project_mode` configuration that allows single-project users to have the simplicity of implicit project selection while maintaining the reliability of stateless architecture.
#### Configuration
```json
{
"default_project": "main",
"default_project_mode": true // NEW: Auto-use default_project when not specified
}
```
#### Implementation Details
1. **Config Enhancement** (`src/basic_memory/config.py`)
- Add `default_project_mode: bool = Field(default=False)`
- Preserves backward compatibility (defaults to false)
2. **Project Resolution Logic** (`src/basic_memory/mcp/project_context.py`)
Three-tier resolution hierarchy:
- Priority 1: CLI `--project` constraint (BASIC_MEMORY_MCP_PROJECT env var)
- Priority 2: Explicit project parameter in tool call
- Priority 3: `default_project` if `default_project_mode=true` and no project specified
3. **Assistant Guide Updates** (`src/basic_memory/mcp/resources/ai_assistant_guide.md`)
- Detect `default_project_mode` at runtime
- Provide mode-specific instructions to LLMs
- In default mode: "All operations use project 'main' automatically"
- In regular mode: Current project discovery guidance
4. **Tool Parameter Handling** (all MCP tools)
- Make project parameter Optional[str] = None
- Add resolution logic: `project = project or get_default_project()`
- Maintain explicit project override capability
#### Usage Modes Summary
- **Regular Mode**: Multi-project users, assistant tracks project per conversation
- **Default Project Mode**: Single-project users, automatic default project
- **Constrained Mode**: CLI --project flag, locked to specific project
#### Testing Requirements
- Integration test for default_project_mode=true with missing parameters
- Test explicit project override in default_project_mode
- Test mode=false requires explicit parameters
- Test CLI constraint overrides default_project_mode
Phase 2: Testing & Validation
8. Update Tests
- [x] Modify all MCP tool tests to pass required project parameter
- [x] Remove tests for deleted tools (switch_project, get_current_project)
- [x] Add tests for project parameter validation
- [x] **Complete: All 147 tests across 5 test files updated and passing**
#### Enhanced recent_activity Response
```json
{
"recent_notes": [...],
"project_activity": {
"research-project": {
"operations": 5,
"last_used": "30 minutes ago",
"recent_folders": ["experiments", "findings"]
},
"work-notes": {
"operations": 2,
"last_used": "2 hours ago",
"recent_folders": ["meetings", "planning"]
}
},
"total_projects": 3
}
```
#### Response Format Updates
```
✓ Note created successfully
Project: research-project
File: experiments/Neural Network Results.md
Permalink: research-project/neural-network-results
```
### Phase 2: Cloud Service Simplification (basic-memory-cloud repository)
#### Remove Session Infrastructure
1. Delete `apps/mcp/src/basic_memory_cloud_mcp/middleware/session_state.py`
2. Delete `apps/mcp/src/basic_memory_cloud_mcp/middleware/session_logging.py`
3. Update `apps/mcp/src/basic_memory_cloud_mcp/main.py`:
```python
# Remove session middleware
# server.add_middleware(SessionStateMiddleware)
# Enable stateless HTTP
mcp = FastMCP(name="basic-memory-mcp", stateless_http=True)
```
#### Deployment Simplification
1. Remove Redis from `fly.toml`
2. Remove Redis environment variables
3. Update health checks to not depend on Redis
### Phase 3: Conversational Project Management
#### Claude Behavior Pattern
1. **Project Discovery**:
```
Claude: Let me check your recent activity...
[calls recent_activity() - no project needed for discovery]
I see you've been working in:
- research-project (5 operations, 30 min ago)
- work-notes (2 operations, 2 hours ago)
Which project should I use for this operation?
```
2. **Context Maintenance**:
```
User: Use research-project
Claude: Working in research-project.
[All subsequent operations use project="research-project"]
```
3. **Explicit Project Switching**:
```
User: Check work-notes for that meeting summary
Claude: Let me search work-notes for the meeting summary.
[Uses project="work-notes" for specific operation]
```
## How to Evaluate
### Success Criteria
#### 1. Functional Completeness
- [x] All MCP tools accept required `project` parameter
- [x] All MCP tools validate project exists before execution
- [x] `switch_project` and `get_current_project` tools removed
- [x] All responses display target project clearly
- [ ] No Redis dependencies in deployment (Phase 2: Cloud Service)
- [x] `recent_activity` shows project distribution with ProjectActivitySummary
#### 2. Cross-Client Compatibility Testing
Test identical operations across all clients:
- [ ] **Claude Desktop**: All operations work with explicit projects
- [ ] **Claude Code**: All operations work with explicit projects
- [ ] **Claude Mobile iOS**: All operations work with explicit projects
- [ ] **API clients**: All operations work with explicit projects
- [ ] **CLI tools**: All operations work with explicit projects
#### 3. Session Independence Verification
- [ ] Operations work identically with/without session tracking
- [ ] No behavioral differences between clients
- [ ] Mobile client session ID changes do not affect operations
- [ ] Redis can be completely removed without functional impact
#### 4. Performance & Scaling
- [ ] `stateless_http=True` enabled successfully
- [ ] No Redis memory usage
- [ ] Horizontal scaling possible (multiple MCP instances)
- [ ] Response times unchanged or improved
#### 5. User Experience Testing
**Project Discovery Flow**:
- [x] `recent_activity()` provides useful project context
- [x] Claude can intelligently suggest projects based on activity
- [x] Project switching is explicit and clear in conversation
**Error Handling**:
- [x] Clear error messages for non-existent projects
- [x] Helpful suggestions when project parameter missing
- [x] No silent failures or wrong-project operations
**Response Clarity**:
- [x] Every operation clearly shows target project
- [x] Users always know which project is being operated on
- [x] No confusion about "current project" state
#### 6. Migration Safety
- [ ] Backward compatibility period with optional project parameter
- [ ] Clear migration documentation for existing users
- [ ] Data integrity maintained during transition
- [ ] No data loss during migration
### Test Scenarios
#### Core Functionality Test
```bash
# Test all tools work with explicit project
write_note(project="test-proj", title="Test", content="Content", folder="docs")
read_note(project="test-proj", identifier="Test")
edit_note(project="test-proj", identifier="Test", operation="append", content="More")
search_notes(project="test-proj", query="Content")
list_directory(project="test-proj", dir_name="docs")
delete_note(project="test-proj", identifier="Test")
```
#### Cross-Client Consistency Test
Run identical test sequence on:
1. Claude Desktop
2. Claude Code
3. Claude Mobile iOS
4. API client
5. CLI tools
Verify all clients:
- Accept explicit project parameters
- Return identical responses
- Show same project information
- Have no session dependencies
#### Session Independence Test
1. Monitor session IDs during operations
2. Verify operations work with changing session IDs
3. Confirm Redis removal doesn't affect functionality
4. Test with multiple concurrent clients
### Acceptance Criteria
**Must Have**:
- All MCP tools require and use explicit project parameter
- No session state dependencies remain
- Universal client compatibility achieved
- Clear project information in all responses
**Should Have**:
- Enhanced `recent_activity` with project distribution
- Smooth migration path for existing users
- Improved performance with stateless architecture
**Could Have**:
- Smart project suggestions based on content/context
- Project shortcuts for common operations
- Advanced project analytics in responses
## Notes
### Breaking Changes
This is a **breaking change** that requires:
- All MCP clients to pass project parameter
- Migration of existing workflows
- Update of all documentation and examples
### Implementation Order
1. **basic-memory core** - Update MCP tools to accept project parameter (optional initially)
2. **Testing** - Verify all clients work with explicit projects
3. **Cloud service** - Remove session infrastructure
4. **Migration** - Make project parameter mandatory
5. **Cleanup** - Remove deprecated tools and middleware
### Related Issues
- Fixes #74 (Claude iOS session state bug)
- Implements #75 (Mandatory project parameter architecture)
- Enables future horizontal scaling
- Simplifies multi-tenant architecture
### Dependencies
- Requires coordination between basic-memory and basic-memory-cloud repositories
- Needs client-side updates for smooth transition
- Documentation updates across all materials
@@ -1,193 +0,0 @@
---
title: 'SPEC-7: POC to spike Tigris/Turso for local access to cloud data'
type: spec
permalink: specs/spec-7-poc-tigris-turso-local-access-cloud-data
tags:
- poc
- tigris
- turso
- cloud-storage
- architecture
- proof-of-concept
---
# SPEC-7: POC to spike Tigris/Turso for local access to cloud data
## Why
Current basic-memory-cloud architecture uses Fly volumes for tenant file storage, which creates several limitations:
1. **Storage Scalability**: Fly volumes require pre-provisioning and don't auto-scale with usage
2. **Cost Model**: Volume pricing vs object storage pricing may be less favorable at scale
3. **Local Development**: No way for users to mount their cloud tenant files locally for real-time editing
4. **Multi-Region**: Volumes are region-locked, limiting global deployment flexibility
5. **Backup/Disaster Recovery**: Object storage provides better durability and replication options
The core insight is that Basic Memory requires POSIX filesystem semantics but could benefit from object storage durability and accessibility. By combining:
- **Tigris object storage** for file persistence (via rclone mount)
- **Turso/libSQL** for SQLite indexing (replacing local .db files)
We could enable a revolutionary user experience: **local editing of cloud-stored files** while maintaining Basic Memory's existing filesystem assumptions.
## What
This specification defines a proof-of-concept to validate the technical feasibility of the Tigris/Turso architecture for basic-memory-cloud tenants.
**Affected Areas:**
- **Storage Architecture**: Replace Fly volumes with Tigris object storage
- **Database Architecture**: Replace local SQLite with Turso remote database
- **Container Setup**: Add rclone mounting in tenant containers
- **Local Development**: Enable local mounting of cloud tenant data
- **Basic Memory Core**: Validate unchanged operation over mounted filesystems
**Key Components:**
- **Tigris Storage**: S3-compatible object storage via Fly.io integration
- **rclone NFS Mount**: Native NFS mounting without FUSE dependencies
- **Turso Database**: Hosted libSQL for SQLite replacement
- **Single-Tenant Model**: One bucket + one database per tenant (simplified isolation)
## How (High Level)
### Phase 1: Local POC Validation
- [ ] Set up Tigris bucket with test data
- [ ] Configure rclone NFS mount locally
- [ ] Test Basic Memory operations over mounted filesystem
- [ ] Measure performance characteristics and identify issues
- [ ] Validate file watching, sync operations, and concurrent access patterns
### Phase 2: Database Migration
- [ ] Set up Turso account and test database
- [ ] Modify Basic Memory to accept external DATABASE_URL
- [ ] Test all operations with remote SQLite via Turso
- [ ] Validate performance and functionality parity
### Phase 3: Container Integration
- [ ] Create container image with rclone + NFS support
- [ ] Implement tenant-specific credential management
- [ ] Test container startup with automatic mounting
- [ ] Validate isolation between tenant containers
### Phase 4: Local Access Validation
- [ ] Test local rclone mounting of tenant data
- [ ] Validate real-time file editing experience
- [ ] Test conflict resolution and sync behavior
- [ ] Measure latency impact on user experience
### Architecture Overview
```
Local Development:
┌─────────────────┐ ┌─────────────────┐ ┌─────────────────┐
│ Local rclone │───▶│ Tigris Bucket │◀───│ Tenant Container│
│ NFS Mount │ │ (S3 storage) │ │ rclone mount │
└─────────────────┘ └─────────────────┘ └─────────────────┘
│ │
▼ ▼
┌─────────────────┐ ┌─────────────────┐
│ Basic Memory │ │ Basic Memory │
│ (local files) │ │ (mounted files) │
└─────────────────┘ └─────────────────┘
│ │
▼ ▼
┌─────────────────┐ ┌─────────────────┐
│ Turso Database │◀───────────────────────────│ Turso Database │
│ (shared index) │ │ (shared index) │
└─────────────────┘ └─────────────────┘
```
## How to Evaluate
### Success Criteria
- [ ] **Filesystem Compatibility**: Basic Memory operates without modification over rclone-mounted Tigris storage
- [ ] **Performance Acceptable**: File operations complete within 2x local filesystem latency
- [ ] **Database Functionality**: All Basic Memory features work with Turso remote SQLite
- [ ] **Container Reliability**: Tenant containers start successfully with automatic mounting
- [ ] **Local Access**: Users can mount and edit cloud files locally with real-time sync
- [ ] **Data Isolation**: Tenant data remains properly isolated using bucket/database separation
### Testing Procedure
1. **Local Filesystem Test**:
```bash
# Mount Tigris bucket locally
rclone nfsmount tigris:test-bucket ~/tigris-test --vfs-cache-mode writes
# Run Basic Memory operations
cd ~/tigris-test && basic-memory sync --watch
# Test: create notes, search, file watching, bulk operations
```
2. **Database Migration Test**:
```bash
# Configure Turso connection
export DATABASE_URL="libsql://test-db.turso.io?authToken=..."
# Test all MCP tools with remote database
basic-memory tools # Test each tool functionality
```
3. **Container Integration Test**:
```dockerfile
# Test container with rclone mounting
FROM python:3.12
RUN apt-get update && apt-get install -y rclone nfs-common
# ... test startup and mounting process
```
4. **Performance Benchmarking**:
- File creation/read/write operations (target: <2x local latency)
- Search query performance (target: comparable to local SQLite)
- File watching responsiveness (target: events within 1-2 seconds)
- Concurrent operation handling
### Risk Assessment
**High Risk Items**:
- [ ] NFS-over-S3 performance may be insufficient for real-time operations
- [ ] File watching (`inotify`) over NFS may be unreliable
- [ ] Network interruptions could cause filesystem errors
- [ ] Concurrent access patterns might hit S3 rate limits
**Mitigation Strategies**:
- Comprehensive performance testing before committing to architecture
- Fallback plan to S3-native storage backend if filesystem approach fails
- Extensive error handling and retry logic for network issues
### Metrics to Track
- **Latency**: File operation response times (read/write/watch)
- **Reliability**: Success rate of file operations over time
- **Throughput**: Concurrent file operations and search queries
- **User Experience**: Perceived performance for local mounting use case
## Notes
### Key Architectural Decisions
- **Single tenant per bucket/database**: Simplifies isolation and credential management
- **Maintain POSIX compatibility**: Preserve Basic Memory's existing filesystem assumptions
- **NFS over FUSE**: Better compatibility and performance characteristics
- **Turso for SQLite**: Leverages specialized remote SQLite expertise
### Alternative Approaches Considered
- **S3-native storage backend**: Would require Basic Memory architecture changes
- **Hybrid approach**: Local files + cloud sync (adds complexity)
- **FUSE mounting**: More platform dependencies and kernel requirements
### Integration Points
- [ ] Fly.io Tigris integration for bucket provisioning
- [ ] Turso account setup and database provisioning
- [ ] Container image modifications for rclone support
- [ ] Credential management for tenant isolation
## Observations
- [architecture] Tigris/Turso split cleanly separates file storage from indexing concerns #storage-separation
- [user-experience] Local mounting of cloud files could be revolutionary for knowledge management #local-cloud-hybrid
- [compatibility] Maintaining POSIX filesystem assumptions preserves Basic Memory's local/cloud compatibility #architecture-preservation
- [simplification] Single tenant per bucket eliminates complex multi-tenancy in storage layer #tenant-isolation
- [risk] NFS-over-S3 performance characteristics are unproven for real-time operations #performance-risk
- [benefit] Object storage pricing model could be more favorable than volume pricing #cost-optimization
- [innovation] Real-time local editing of cloud-stored files addresses major SaaS limitation #competitive-advantage
## Relations
- implements [[SPEC-6 Explicit Project Parameter Architecture]]
- requires [[Fly.io Tigris Integration]]
- enables [[Local Cloud File Access]]
- alternative_to [[Fly Volume Storage]]
-886
View File
@@ -1,886 +0,0 @@
---
title: 'SPEC-8: TigrisFS Integration for Tenant API'
Date: September 22, 2025
Status: Phase 3.6 Complete - Tenant Mount API Endpoints Ready for CLI Implementation
Priority: High
Goal: Replace Fly volumes with Tigris bucket provisioning in production tenant API
permalink: spec-8-tigris-fs-integration
---
## Executive Summary
Based on SPEC-7 Phase 4 POC testing, this spec outlines productizing the TigrisFS/rclone implementation in the Basic Memory Cloud tenant API.
We're moving from proof-of-concept to production integration, replacing Fly volume storage with Tigris bucket-per-tenant architecture.
## Current Architecture (Fly Volumes)
### Tenant Provisioning Flow
```python
# apps/cloud/src/basic_memory_cloud/workflows/tenant_provisioning.py
async def provision_tenant_infrastructure(tenant_id: str):
# 1. Create Fly app
# 2. Create Fly volume ← REPLACE THIS
# 3. Deploy API container with volume mount
# 4. Configure health checks
```
### Storage Implementation
- Each tenant gets dedicated Fly volume (1GB-10GB)
- Volume mounted at `/app/data` in API container
- Local filesystem storage with Basic Memory indexing
- No global caching or edge distribution
## Proposed Architecture (Tigris Buckets)
### New Tenant Provisioning Flow
```python
async def provision_tenant_infrastructure(tenant_id: str):
# 1. Create Fly app
# 2. Create Tigris bucket with admin credentials ← NEW
# 3. Store bucket name in tenant record ← NEW
# 4. Deploy API container with TigrisFS mount using admin credentials
# 5. Configure health checks
```
### Storage Implementation
- Each tenant gets dedicated Tigris bucket
- TigrisFS mounts bucket at `/app/data` in API container
- Global edge caching and distribution
- Configurable cache TTL for sync performance
## Implementation Plan
### Phase 1: Bucket Provisioning Service
**✅ IMPLEMENTED: StorageClient with Admin Credentials**
```python
# apps/cloud/src/basic_memory_cloud/clients/storage_client.py
class StorageClient:
async def create_tenant_bucket(self, tenant_id: UUID) -> TigrisBucketCredentials
async def delete_tenant_bucket(self, tenant_id: UUID, bucket_name: str) -> bool
async def list_buckets(self) -> list[TigrisBucketResponse]
async def test_tenant_credentials(self, credentials: TigrisBucketCredentials) -> bool
```
**Simplified Architecture Using Admin Credentials:**
- Single admin access key with full Tigris permissions (configured in console)
- No tenant-specific IAM user creation needed
- Bucket-per-tenant isolation for logical separation
- Admin credentials shared across all tenant operations
**Integrate with Provisioning workflow:**
```python
# Update tenant_provisioning.py
async def provision_tenant_infrastructure(tenant_id: str):
storage_client = StorageClient(settings.aws_access_key_id, settings.aws_secret_access_key)
bucket_creds = await storage_client.create_tenant_bucket(tenant_id)
await store_bucket_name(tenant_id, bucket_creds.bucket_name)
await deploy_api_with_tigris(tenant_id, bucket_creds)
```
### Phase 2: Simplified Bucket Management
**✅ SIMPLIFIED: Admin Credentials + Bucket Names Only**
Since we use admin credentials for all operations, we only need to track bucket names per tenant:
1. **Primary Storage (Fly Secrets)**
```bash
flyctl secrets set -a basic-memory-{tenant_id} \
AWS_ACCESS_KEY_ID="{admin_access_key}" \
AWS_SECRET_ACCESS_KEY="{admin_secret_key}" \
AWS_ENDPOINT_URL_S3="https://fly.storage.tigris.dev" \
AWS_REGION="auto" \
BUCKET_NAME="basic-memory-{tenant_id}"
```
2. **Database Storage (Bucket Name Only)**
```python
# apps/cloud/src/basic_memory_cloud/models/tenant.py
class Tenant(BaseModel):
# ... existing fields
tigris_bucket_name: Optional[str] = None # Just store bucket name
tigris_region: str = "auto"
created_at: datetime
```
**Benefits of Simplified Approach:**
- No credential encryption/decryption needed
- Admin credentials managed centrally in environment
- Only bucket names stored in database (not sensitive)
- Simplified backup/restore scenarios
- Reduced security attack surface
### Phase 3: API Container Updates
**Update API container configuration:**
```dockerfile
# apps/api/Dockerfile
# Add TigrisFS installation
RUN curl -L https://github.com/tigrisdata/tigrisfs/releases/latest/download/tigrisfs-linux-amd64 \
-o /usr/local/bin/tigrisfs && chmod +x /usr/local/bin/tigrisfs
```
**Startup script integration:**
```bash
# apps/api/tigrisfs-startup.sh (already exists)
# Mount TigrisFS → Start Basic Memory API
exec python -m basic_memory_cloud_api.main
```
**Fly.toml environment (optimized for < 5s startup):**
```toml
# apps/api/fly.tigris-production.toml
[env]
TIGRISFS_MEMORY_LIMIT = '1024' # Reduced for faster init
TIGRISFS_MAX_FLUSHERS = '16' # Fewer threads for faster startup
TIGRISFS_STAT_CACHE_TTL = '30s' # Balance sync speed vs startup
TIGRISFS_LAZY_INIT = 'true' # Enable lazy loading
BASIC_MEMORY_HOME = '/app/data'
# Suspend optimization for wake-on-network
[machine]
auto_stop_machines = "suspend" # Faster than full stop
auto_start_machines = true
min_machines_running = 0
```
### Phase 4: Local Access Features
**CLI automation for local mounting:**
```python
# New CLI command: basic-memory cloud mount
async def setup_local_mount(tenant_id: str):
# 1. Fetch bucket credentials from cloud API
# 2. Configure rclone with scoped IAM policy
# 3. Mount via rclone nfsmount (macOS) or FUSE (Linux)
# 4. Start Basic Memory sync watcher
```
**Local mount configuration:**
```bash
# rclone config for tenant
rclone mount basic-memory-{tenant_id}: ~/basic-memory-{tenant_id} \
--nfs-mount \
--vfs-cache-mode writes \
--cache-dir ~/.cache/rclone/basic-memory-{tenant_id}
```
### Phase 5: TigrisFS Cache Sync Solutions
**Problem**: When files are uploaded via CLI/bisync, the tenant API container doesn't see them immediately due to TigrisFS cache (30s TTL) and lack of inotify events on mounted filesystems.
**Multi-Layer Solution:**
**Layer 1: API Sync Endpoint** (Immediate)
```python
# POST /sync - Force TigrisFS cache refresh
# Callable by CLI after uploads
subprocess.run(["sync", "fsync /app/data"], check=True)
```
**Layer 2: Tigris Webhook Integration** (Real-time)
https://www.tigrisdata.com/docs/buckets/object-notifications/#webhook
```python
# Webhook endpoint for bucket changes
@app.post("/webhooks/tigris/{tenant_id}")
async def handle_bucket_notification(tenant_id: str, event: TigrisEvent):
if event.eventName in ["OBJECT_CREATED_PUT", "OBJECT_DELETED"]:
await notify_container_sync(tenant_id, event.object.key)
```
**Layer 3: CLI Sync Notification** (User-triggered)
```bash
# CLI calls container sync endpoint after successful bisync
basic-memory cloud bisync # Automatically notifies container
curl -X POST https://basic-memory-{tenant-id}.fly.dev/sync
```
**Layer 4: Periodic Sync Fallback** (Safety net)
```python
# Background task: fsync /app/data every 30s as fallback
# Ensures eventual consistency even if other layers fail
```
**Implementation Priority:**
1. Layer 1 (API endpoint) - Quick testing capability
2. Layer 3 (CLI integration) - Improved UX
3. Layer 4 (Periodic fallback) - Safety net
4. Layer 2 (Webhooks) - Production real-time sync
## Performance Targets
### Sync Latency
- **Target**: < 5 seconds local→cloud→container
- **Configuration**: `TIGRISFS_STAT_CACHE_TTL = '5s'`
- **Monitoring**: Track sync metrics in production
### Container Startup
- **Target**: < 5 seconds including TigrisFS mount
- **Fast retry**: 0.5s intervals for mount verification
- **Fallback**: Container fails fast if mount fails
### Memory Usage
- **TigrisFS cache**: 2GB memory limit per container
- **Concurrent uploads**: 32 flushers max
- **VM sizing**: shared-cpu-2x (2048mb) minimum
## Security Considerations
### Bucket Isolation
- Each tenant has dedicated bucket
- IAM policies prevent cross-tenant access
- No shared bucket with subdirectories
### Credential Security
- Fly secrets for runtime access
- Encrypted database backup for disaster recovery
- Credential rotation capability
### Data Residency
- Tigris global edge caching
- SOC2 Type II compliance
- Encryption at rest and in transit
## Operational Benefits
### Scalability
- Horizontal scaling with stateless API containers
- Global edge distribution
- Better resource utilization
### Reliability
- No cold starts between tenants
- Built-in redundancy and caching
- Simplified backup strategy
### Cost Efficiency
- Pay-per-use storage pricing
- Shared infrastructure benefits
- Reduced operational overhead
## Risk Mitigation
### Data Loss Prevention
- Dual credential storage (Fly + database)
- Automated backup workflows to R2/S3
- Tigris built-in redundancy
### Performance Degradation
- Configurable cache settings per tenant
- Monitoring and alerting on sync latency
- Fallback to volume storage if needed
### Security Vulnerabilities
- Bucket-per-tenant isolation
- Regular credential rotation
- Security scanning and monitoring
## Success Metrics
### Technical Metrics
- Sync latency P50 < 5 seconds
- Container startup time < 5 seconds
- Zero data loss incidents
- 99.9% uptime per tenant
### Business Metrics
- Reduced infrastructure costs vs volumes
- Improved user experience with faster sync
- Enhanced enterprise security posture
- Simplified operational overhead
## Open Questions
1. **Tigris rate limits**: What are the API limits for bucket creation?
2. **Cost analysis**: What's the break-even point vs Fly volumes?
3. **Regional preferences**: Should enterprise customers choose regions?
4. **Backup retention**: How long to keep automated backups?
## Implementation Checklist
### Phase 1: Bucket Provisioning Service ✅ COMPLETED
- [x] **Research Tigris bucket API** - Document bucket creation and S3 API compatibility
- [x] **Create StorageClient class** - Implemented with admin credentials and comprehensive integration tests
- [x] **Test bucket creation** - Full test suite validates API integration with real Tigris environment
- [x] **Add bucket provisioning to DBOS workflow** - Integrated StorageClient with tenant_provisioning.py
### Phase 2: Simplified Bucket Management ✅ COMPLETED
- [x] **Update Tenant model** with tigris_bucket_name field (replaced fly_volume_id)
- [x] **Implement bucket name storage** - Database migration and model updates completed
- [x] **Test bucket provisioning integration** - Full test suite validates workflow from tenant creation to bucket assignment
- [x] **Remove volume logic from all tests** - Complete migration from volume-based to bucket-based architecture
### Phase 3: API Container Integration ✅ COMPLETED
- [x] **Update Dockerfile** to install TigrisFS binary in API container with configurable version
- [x] **Optimize tigrisfs-startup.sh** with production-ready security and reliability improvements
- [x] **Create production-ready container** with proper signal handling and mount validation
- [x] **Implement security fixes** based on Claude code review (conditional debug, credential protection)
- [x] **Add proper process supervision** with cleanup traps and error handling
- [x] **Remove debug artifacts** - Cleaned up all debug Dockerfiles and test scripts
### Phase 3.5: IAM Access Key Management ✅ COMPLETED
- [x] **Research Tigris IAM API** - Documented create_policy, attach_user_policy, delete_access_key operations
- [x] **Implement bucket-scoped credential generation** - StorageClient.create_tenant_access_keys() with IAM policies
- [x] **Add comprehensive security test suite** - 5 security-focused integration tests covering all attack vectors
- [x] **Verify cross-bucket access prevention** - Scoped credentials can ONLY access their designated bucket
- [x] **Test credential lifecycle management** - Create, validate, delete, and revoke access keys
- [x] **Validate admin vs scoped credential isolation** - Different access patterns and security boundaries
- [x] **Test multi-tenant isolation** - Multiple tenants cannot access each other's buckets
### Phase 3.6: Tenant Mount API Endpoints ✅ COMPLETED
- [x] **Implement GET /tenant/mount/info** - Returns mount info without exposing credentials
- [x] **Implement POST /tenant/mount/credentials** - Creates new bucket-scoped credentials for CLI mounting
- [x] **Implement DELETE /tenant/mount/credentials/{cred_id}** - Revoke specific credentials with proper cleanup
- [x] **Implement GET /tenant/mount/credentials** - List active credentials without exposing secrets
- [x] **Add TenantMountCredentials database model** - Tracks credential metadata (no secret storage)
- [x] **Create comprehensive test suite** - 28 tests covering all scenarios including multi-session support
- [x] **Implement multi-session credential flow** - Multiple active credentials per tenant supported
- [x] **Secure credential handling** - Secret keys never stored, returned once only for immediate use
- [x] **Add dependency injection for StorageClient** - Clean integration with existing API architecture
- [x] **Fix Tigris configuration for cloud service** - Added AWS environment variables to fly.template.toml
- [x] **Update tenant machine configurations** - Include AWS credentials for TigrisFS mounting with clear credential strategy
**Security Test Results:**
```
✅ Cross-bucket access prevention - PASS
✅ Deleted credentials access revoked - PASS
✅ Invalid credentials rejected - PASS
✅ Admin vs scoped credential isolation - PASS
✅ Multiple scoped credentials isolation - PASS
```
**Implementation Details:**
- Uses Tigris IAM managed policies (create_policy + attach_user_policy)
- Bucket-scoped S3 policies with Actions: GetObject, PutObject, DeleteObject, ListBucket
- Resource ARNs limited to specific bucket: `arn:aws:s3:::bucket-name` and `arn:aws:s3:::bucket-name/*`
- Access keys follow Tigris format: `tid_` prefix with secure random suffix
- Complete cleanup on deletion removes both access keys and associated policies
### Phase 4: Local Access CLI
- [x] **Design local mount CLI command** for automated rclone configuration
- [x] **Implement credential fetching** from cloud API for local setup
- [x] **Create rclone config automation** for tenant-specific bucket mounting
- [x] **Test local→cloud→container sync** with optimized cache settings
- [x] **Document local access setup** for beta users
### Phase 5: Webhook Integration (Future)
- [ ] **Research Tigris webhook API** for object notifications and payload format
- [ ] **Design webhook endpoint** for real-time sync notifications
- [ ] **Implement notification handling** to trigger Basic Memory sync events
- [ ] **Test webhook delivery** and sync latency improvements
## Success Metrics
- [ ] **Container startup < 5 seconds** including TigrisFS mount and Basic Memory init
- [ ] **Sync latency < 5 seconds** for local→cloud→container file changes
- [ ] **Zero data loss** during bucket provisioning and credential management
- [ ] **100% test coverage** for new TigrisBucketService and credential functions
- [ ] **Beta deployment** with internal users validating local-cloud workflow
## Implementation Notes
## Phase 4.1: Bidirectional Sync with rclone bisync (NEW)
### Problem Statement
During testing, we discovered that some applications (particularly Obsidian) don't detect file changes over NFS mounts. Rather than building a custom sync daemon, we can leverage `rclone bisync` - rclone's built-in bidirectional synchronization feature.
### Solution: rclone bisync
Use rclone's proven bidirectional sync instead of custom implementation:
**Core Architecture:**
```bash
# rclone bisync handles all the complexity
rclone bisync ~/basic-memory-{tenant_id} basic-memory-{tenant_id}:{bucket_name} \
--create-empty-src-dirs \
--conflict-resolve newer \
--resilient \
--check-access
```
**Key Benefits:**
- ✅ **Battle-tested**: Production-proven rclone functionality
- ✅ **MIT licensed**: Open source with permissive licensing
- ✅ **No custom code**: Zero maintenance burden for sync logic
- ✅ **Built-in safety**: max-delete protection, conflict resolution
- ✅ **Simple installation**: Works with Homebrew rclone (no FUSE needed)
- ✅ **File watcher compatible**: Works with Obsidian and all applications
- ✅ **Offline support**: Can work offline and sync when connected
### bisync Conflict Resolution Options
**Built-in conflict strategies:**
```bash
--conflict-resolve none # Keep both files with .conflict suffixes (safest)
--conflict-resolve newer # Always pick the most recently modified file
--conflict-resolve larger # Choose based on file size
--conflict-resolve path1 # Always prefer local changes
--conflict-resolve path2 # Always prefer cloud changes
```
### Sync Profiles Using bisync
**Profile configurations:**
```python
BISYNC_PROFILES = {
"safe": {
"conflict_resolve": "none", # Keep both versions
"max_delete": 10, # Prevent mass deletion
"check_access": True, # Verify sync integrity
"description": "Safe mode with conflict preservation"
},
"balanced": {
"conflict_resolve": "newer", # Auto-resolve to newer file
"max_delete": 25,
"check_access": True,
"description": "Balanced mode (recommended default)"
},
"fast": {
"conflict_resolve": "newer",
"max_delete": 50,
"check_access": False, # Skip verification for speed
"description": "Fast mode for rapid iteration"
}
}
```
### CLI Commands
**Manual sync commands:**
```bash
basic-memory cloud bisync # Manual bidirectional sync
basic-memory cloud bisync --dry-run # Preview changes
basic-memory cloud bisync --profile safe # Use specific profile
basic-memory cloud bisync --resync # Force full baseline resync
```
**Watch mode (Step 1):**
```bash
basic-memory cloud bisync --watch # Long-running process, sync every 60s
basic-memory cloud bisync --watch --interval 30s # Custom interval
```
**System integration (Step 2 - Future):**
```bash
basic-memory cloud bisync-service install # Install as system service
basic-memory cloud bisync-service start # Start background service
basic-memory cloud bisync-service status # Check service status
```
### Implementation Strategy
**Phase 4.1.1: Core bisync Implementation**
- [ ] Implement `run_bisync()` function wrapping rclone bisync
- [ ] Add profile-based configuration (safe/balanced/fast)
- [ ] Create conflict resolution and safety options
- [ ] Test with sample files and conflict scenarios
**Phase 4.1.2: Watch Mode**
- [ ] Add `--watch` flag for continuous sync
- [ ] Implement configurable sync intervals
- [ ] Add graceful shutdown and signal handling
- [ ] Create status monitoring and progress indicators
**Phase 4.1.3: User Experience**
- [ ] Add conflict reporting and resolution guidance
- [ ] Implement dry-run preview functionality
- [ ] Create troubleshooting and diagnostic commands
- [ ] Add filtering configuration (.gitignore-style)
**Phase 4.1.4: System Integration (Future)**
- [ ] Generate platform-specific service files (launchd/systemd)
- [ ] Add service management commands
- [ ] Implement automatic startup and recovery
- [ ] Create monitoring and logging integration
### Technical Implementation
**Core bisync wrapper:**
```python
def run_bisync(
tenant_id: str,
bucket_name: str,
profile: str = "balanced",
dry_run: bool = False
) -> bool:
"""Run rclone bisync with specified profile."""
local_path = Path.home() / f"basic-memory-{tenant_id}"
remote_path = f"basic-memory-{tenant_id}:{bucket_name}"
profile_config = BISYNC_PROFILES[profile]
cmd = [
"rclone", "bisync",
str(local_path), remote_path,
"--create-empty-src-dirs",
"--resilient",
f"--conflict-resolve={profile_config['conflict_resolve']}",
f"--max-delete={profile_config['max_delete']}",
"--filters-file", "~/.basic-memory/bisync-filters.txt"
]
if profile_config.get("check_access"):
cmd.append("--check-access")
if dry_run:
cmd.append("--dry-run")
return subprocess.run(cmd, check=True).returncode == 0
```
**Default filter file (~/.basic-memory/bisync-filters.txt):**
```
- .DS_Store
- .git/**
- __pycache__/**
- *.pyc
- .pytest_cache/**
- node_modules/**
- .conflict-*
- Thumbs.db
- desktop.ini
```
**Advantages Over Custom Daemon:**
- ✅ **Zero maintenance**: No custom sync logic to debug/maintain
- ✅ **Production proven**: Used by thousands in production
- ✅ **Safety features**: Built-in max-delete, conflict handling, recovery
- ✅ **Filtering**: Advanced exclude patterns and rules
- ✅ **Performance**: Optimized for various storage backends
- ✅ **Community support**: Extensive documentation and community
## Phase 4.2: NFS Mount Support (Direct Access)
### Solution: rclone nfsmount
Keep the existing NFS mount functionality for users who prefer direct file access:
**Core Architecture:**
```bash
# rclone nfsmount provides transparent file access
rclone nfsmount basic-memory-{tenant_id}:{bucket_name} ~/basic-memory-{tenant_id} \
--vfs-cache-mode writes \
--dir-cache-time 10s \
--daemon
```
**Key Benefits:**
- ✅ **Real-time access**: Files appear immediately as they're created/modified
- ✅ **Transparent**: Works with any application that reads/writes files
- ✅ **Low latency**: Direct access without sync delays
- ✅ **Simple**: No periodic sync commands needed
- ✅ **Homebrew compatible**: Works with Homebrew rclone (no FUSE required)
**Limitations:**
- ❌ **File watcher compatibility**: Some apps (Obsidian) don't detect changes over NFS
- ❌ **Network dependency**: Requires active connection to cloud storage
- ❌ **Potential conflicts**: Simultaneous edits from multiple locations can cause issues
### Mount Profiles (Existing)
**Already implemented profiles from SPEC-7 testing:**
```python
MOUNT_PROFILES = {
"fast": {
"cache_time": "5s",
"poll_interval": "3s",
"description": "Ultra-fast development (5s sync)"
},
"balanced": {
"cache_time": "10s",
"poll_interval": "5s",
"description": "Fast development (10-15s sync, recommended)"
},
"safe": {
"cache_time": "15s",
"poll_interval": "10s",
"description": "Conflict-aware mount with backup",
"extra_args": ["--conflict-suffix", ".conflict-{DateTimeExt}"]
}
}
```
### CLI Commands (Existing)
**Mount commands already implemented:**
```bash
basic-memory cloud mount # Mount with balanced profile
basic-memory cloud mount --profile fast # Ultra-fast caching
basic-memory cloud mount --profile safe # Conflict detection
basic-memory cloud unmount # Clean unmount
basic-memory cloud mount-status # Show mount status
```
## User Choice: Mount vs Bisync
### When to Use Each Approach
| Use Case | Recommended Solution | Why |
|----------|---------------------|-----|
| **Obsidian users** | `bisync` | File watcher support for live preview |
| **CLI/vim/emacs users** | `mount` | Direct file access, lower latency |
| **Offline work** | `bisync` | Can work offline, sync when connected |
| **Real-time collaboration** | `mount` | Immediate visibility of changes |
| **Multiple machines** | `bisync` | Better conflict handling |
| **Single machine** | `mount` | Simpler, more transparent |
| **Development work** | Either | Both work well, user preference |
| **Large files** | `mount` | Streaming access vs full download |
### Installation Simplicity
**Both approaches now use simple Homebrew installation:**
```bash
# Single installation command for both approaches
brew install rclone
# No macFUSE, no system modifications needed
# Works immediately with both mount and bisync
```
### Implementation Status
**Phase 4.1: bisync** (NEW)
- [ ] Implement bisync command wrapper
- [ ] Add watch mode with configurable intervals
- [ ] Create conflict resolution workflows
- [ ] Add filtering and safety options
**Phase 4.2: mount** (EXISTING - ✅ IMPLEMENTED)
- [x] NFS mount commands with profile support
- [x] Mount management and cleanup
- [x] Process monitoring and health checks
- [x] Credential integration with cloud API
**Both approaches share:**
- [x] Credential management via cloud API
- [x] Secure rclone configuration
- [x] Tenant isolation and bucket scoping
- [x] Simple Homebrew rclone installation
Key Features:
1. Cross-Platform rclone Installation (rclone_installer.py):
- macOS: Homebrew → official script fallback
- Linux: snap → apt → official script fallback
- Windows: winget → chocolatey → scoop fallback
- Automatic version detection and verification
2. Smart rclone Configuration (rclone_config.py):
- Automatic tenant-specific config generation
- Three optimized mount profiles from your SPEC-7 testing:
- fast: 5s sync (ultra-performance)
- balanced: 10-15s sync (recommended default)
- safe: 15s sync + conflict detection
- Backup existing configs before modification
3. Robust Mount Management (mount_commands.py):
- Automatic tenant credential generation
- Mount path management (~/basic-memory-{tenant-id})
- Process lifecycle management (prevent duplicate mounts)
- Orphaned process cleanup
- Mount verification and health checking
4. Clean Architecture (api_client.py):
- Separated API client to avoid circular imports
- Reuses existing authentication infrastructure
- Consistent error handling and logging
User Experience:
One-Command Setup:
basic-memory cloud setup
```bash
# 1. Installs rclone automatically
# 2. Authenticates with existing login
# 3. Generates secure credentials
# 4. Configures rclone
# 5. Performs initial mount
```
Profile-Based Mounting:
basic-memory cloud mount --profile fast # 5s sync
basic-memory cloud mount --profile balanced # 15s sync (default)
basic-memory cloud mount --profile safe # conflict detection
Status Monitoring:
basic-memory cloud mount-status
```bash
# Shows: tenant info, mount path, sync profile, rclone processes
```
### local mount api
Endpoint 1: Get Tenant Info for user
Purpose: Get tenant details for mounting
- pass in jwt
- service returns mount info
**✅ IMPLEMENTED API Specification:**
**Endpoint 1: GET /tenant/mount/info**
- Purpose: Get tenant mount information without exposing credentials
- Authentication: JWT token (tenant_id extracted from claims)
Request:
```
GET /tenant/mount/info
Authorization: Bearer {jwt_token}
```
Response:
```json
{
"tenant_id": "434252dd-d83b-4b20-bf70-8a950ff875c4",
"bucket_name": "basic-memory-434252dd",
"has_credentials": true,
"credentials_created_at": "2025-09-22T16:48:50.414694"
}
```
**Endpoint 2: POST /tenant/mount/credentials**
- Purpose: Generate NEW bucket-scoped S3 credentials for rclone mounting
- Authentication: JWT token (tenant_id extracted from claims)
- Multi-session: Creates new credentials without revoking existing ones
Request:
```
POST /tenant/mount/credentials
Authorization: Bearer {jwt_token}
Content-Type: application/json
```
*Note: No request body needed - tenant_id extracted from JWT*
Response:
```json
{
"tenant_id": "434252dd-d83b-4b20-bf70-8a950ff875c4",
"bucket_name": "basic-memory-434252dd",
"access_key": "test_access_key_12345",
"secret_key": "test_secret_key_abcdef",
"endpoint_url": "https://fly.storage.tigris.dev",
"region": "auto"
}
```
**🔒 Security Notes:**
- Secret key returned ONCE only - never stored in database
- Credentials are bucket-scoped (cannot access other tenants' buckets)
- Multiple active credentials supported per tenant (work laptop + personal machine)
Implementation Notes
Security:
- Both endpoints require JWT authentication
- Extract tenant_id from JWT claims (not request body)
- Generate scoped credentials (not admin credentials)
- Credentials should have bucket-specific access only
Integration Points:
- Use your existing StorageClient from SPEC-8 implementation
- Leverage existing JWT middleware for tenant extraction
- Return same credential format as your Tigris bucket provisioning
Error Handling:
- 401 if not authenticated
- 403 if tenant doesn't exist
- 500 if credential generation fails
**🔄 Design Decisions:**
1. **Secure Credential Flow (No Secret Storage)**
Based on CLI flow analysis, we follow security best practices:
- ✅ API generates both access_key + secret_key via Tigris IAM
- ✅ Returns both in API response for immediate use
- ✅ CLI uses credentials immediately to configure rclone
- ✅ Database stores only metadata (access_key + policy_arn for cleanup)
- ✅ rclone handles secure local credential storage
- ❌ **Never store secret_key in database (even encrypted)**
2. **CLI Credential Flow**
```bash
# CLI calls API
POST /tenant/mount/credentials → {access_key, secret_key, ...}
# CLI immediately configures rclone
rclone config create basic-memory-{tenant_id} s3 \
access_key_id={access_key} \
secret_access_key={secret_key} \
endpoint=https://fly.storage.tigris.dev
# Database tracks metadata only
INSERT INTO tenant_mount_credentials (tenant_id, access_key, policy_arn, ...)
```
3. **Multiple Sessions Supported**
- Users can have multiple active credential sets (work laptop, personal machine, etc.)
- Each credential generation creates a new Tigris access key
- List active credentials via API (shows access_key but never secret)
4. **Failure Handling & Cleanup**
- **Happy Path**: Credentials created → Used immediately → rclone configured
- **Orphaned Credentials**: Background job revokes unused credentials
- **API Failure Recovery**: Retry Tigris deletion with stored policy_arn
- **Status Tracking**: Track tigris_deletion_status (pending/completed/failed)
5. **Event Sourcing & Audit**
- MountCredentialCreatedEvent
- MountCredentialRevokedEvent
- MountCredentialOrphanedEvent (for cleanup)
- Full audit trail for security compliance
6. **Tenant/Bucket Validation**
- Verify tenant exists and has valid bucket before credential generation
- Use existing StorageClient to validate bucket access
- Prevent credential generation for inactive/invalid tenants
📋 **Implemented API Endpoints:**
```
✅ IMPLEMENTED:
GET /tenant/mount/info # Get tenant/bucket info (no credentials exposed)
POST /tenant/mount/credentials # Generate new credentials (returns secret once)
GET /tenant/mount/credentials # List active credentials (no secrets)
DELETE /tenant/mount/credentials/{cred_id} # Revoke specific credentials
```
**API Implementation Status:**
- ✅ **GET /tenant/mount/info**: Returns tenant_id, bucket_name, has_credentials, credentials_created_at
- ✅ **POST /tenant/mount/credentials**: Creates new bucket-scoped access keys, returns access_key + secret_key once
- ✅ **GET /tenant/mount/credentials**: Lists active credentials without exposing secret keys
- ✅ **DELETE /tenant/mount/credentials/{cred_id}**: Revokes specific credentials with proper Tigris IAM cleanup
- ✅ **Multi-session support**: Multiple active credentials per tenant (work laptop + personal machine)
- ✅ **Security**: Secret keys never stored in database, returned once only for immediate use
- ✅ **Comprehensive test suite**: 28 tests covering all scenarios including error handling and multi-session flows
- ✅ **Dependency injection**: Clean integration with existing FastAPI architecture
- ✅ **Production-ready configuration**: Tigris credentials properly configured for tenant machines
🗄️ **Secure Database Schema:**
```sql
CREATE TABLE tenant_mount_credentials (
id UUID PRIMARY KEY,
tenant_id UUID REFERENCES tenant(id),
access_key VARCHAR(255) NOT NULL,
-- secret_key REMOVED - never store secrets (security best practice)
policy_arn VARCHAR(255) NOT NULL, -- For Tigris IAM cleanup
tigris_deletion_status VARCHAR(20) DEFAULT 'pending', -- Track cleanup
created_at TIMESTAMP DEFAULT NOW(),
updated_at TIMESTAMP DEFAULT NOW(),
revoked_at TIMESTAMP NULL,
last_used_at TIMESTAMP NULL, -- Track usage for orphan cleanup
description VARCHAR(255) DEFAULT 'CLI mount credentials'
);
```
**Security Benefits:**
- ✅ Database breach cannot expose secrets
- ✅ Follows "secrets don't persist" security principle
- ✅ Meets compliance requirements (SOC2, etc.)
- ✅ Reduced attack surface
- ✅ CLI gets credentials once and stores securely via rclone
File diff suppressed because it is too large Load Diff
@@ -1,390 +0,0 @@
---
title: 'SPEC-9-1 Follow-Ups: Conflict, Sync, and Observability'
type: tasklist
permalink: specs/spec-9-follow-ups-conflict-sync-and-observability
related: specs/spec-9-multi-project-bisync
status: revised
revision_date: 2025-10-03
---
# SPEC-9-1 Follow-Ups: Conflict, Sync, and Observability
**REVISED 2025-10-03:** Simplified to leverage rclone built-ins instead of custom conflict handling.
**Context:** SPEC-9 delivered multi-project bidirectional sync and a unified CLI. This follow-up focuses on **observability and safety** using rclone's built-in capabilities rather than reinventing conflict handling.
**Design Philosophy: "Be Dumb Like Git"**
- Let rclone bisync handle conflict detection (it already does this)
- Make conflicts visible and recoverable, don't prevent them
- Cloud is always the winner on conflict (cloud-primary model)
- Users who want version history can just use Git locally in their sync directory
**What Changed from Original Version:**
- **Replaced:** Custom `.bmmeta` sidecars → Use rclone's `.bisync/` state tracking
- **Replaced:** Custom conflict detection → Use rclone bisync 3-way merge
- **Replaced:** Tombstone files → rclone delete tracking handles this
- **Replaced:** Distributed lease → Local process lock only (document multi-device warning)
- **Replaced:** S3 versioning service → Users just use Git locally if they want history
- **Deferred:** SPEC-14 Git integration → Postponed to teams/multi-user features
## ✅ Now
- [ ] **Local process lock**: Prevent concurrent bisync runs on same device (`~/.basic-memory/sync.lock`)
- [ ] **Structured sync reports**: Parse rclone bisync output into JSON reports (creates/updates/deletes/conflicts, bytes, duration); `bm sync --report`
- [ ] **Multi-device warning**: Document that users should not run `--watch` on multiple devices simultaneously
- [ ] **Version control guidance**: Document pattern for users to use Git locally in their sync directory if they want version history
- [ ] **Docs polish**: cloud-mode toggle, mount↔bisync directory isolation, conflict semantics, quick start, migration guide, short demo clip/GIF
## 🔜 Next
- [ ] **Observability commands**: `bm conflicts list`, `bm sync history` to view sync reports and conflicts
- [ ] **Conflict resolution UI**: `bm conflicts resolve <file>` to interactively pick winner from conflict files
- [ ] **Selective sync**: allow include/exclude by project; per-project profile (safe/balanced/fast)
## 🧭 Later
- [ ] **Near real-time sync**: File watcher → targeted `rclone copy` for individual files (keep bisync as backstop)
- [ ] **Sharing / scoped tokens**: cross-tenant/project access
- [ ] **Bandwidth controls & backpressure**: policy for large repos
- [ ] **Client-side encryption (optional)**: with clear trade-offs
## 📏 Acceptance criteria (for "Now" items)
- [ ] Local process lock prevents concurrent bisync runs on same device
- [ ] rclone bisync conflict files visible and documented (`file.conflict1.md`, `file.conflict2.md`)
- [ ] `bm sync --report` generates parsable JSON with sync statistics
- [ ] Documentation clearly warns about multi-device `--watch` mode
- [ ] Documentation shows users how to use Git locally for version history
## What We're NOT Building (Deferred to rclone)
- ❌ Custom `.bmmeta` sidecars (rclone tracks state in `.bisync/` workdir)
- ❌ Custom conflict detection (rclone bisync already does 3-way merge detection)
- ❌ Tombstone files (S3 versioning + rclone delete tracking handles this)
- ❌ Distributed lease (low probability issue, rclone detects state divergence)
- ❌ Rename/move tracking (rclone has size+modtime heuristics built-in)
## Implementation Summary
**Current State (SPEC-9):**
- ✅ rclone bisync with 3 profiles (safe/balanced/fast)
- ✅ `--max-delete` safety limits (10/25/50 files)
- ✅ `--conflict-resolve=newer` for auto-resolution
- ✅ Watch mode: `bm sync --watch` (60s intervals)
- ✅ Integrity checking: `bm cloud check`
- ✅ Mount vs bisync directory isolation
**What's Needed (This Spec):**
1. **Process lock** - Simple file-based lock in `~/.basic-memory/sync.lock`
2. **Sync reports** - Parse rclone output, save to `~/.basic-memory/sync-history/`
3. **Documentation** - Multi-device warnings, conflict resolution workflow, Git usage pattern
**User Model:**
- Cloud is always the winner on conflict (cloud-primary)
- rclone creates `.conflict` files for divergent edits
- Users who want version history just use Git in their local sync directory
- Users warned: don't run `--watch` on multiple devices
## Decision Rationale & Trade-offs
### Why Trust rclone Instead of Custom Conflict Handling?
**rclone bisync already provides:**
- 3-way merge detection (compares local, remote, and last-known state)
- File state tracking in `.bisync/` workdir (hashes, modtimes)
- Automatic conflict file creation: `file.conflict1.md`, `file.conflict2.md`
- Rename detection via size+modtime heuristics
- Delete tracking (prevents resurrection of deleted files)
- Battle-tested with extensive edge case handling
**What we'd have to build with custom approach:**
- Per-file metadata tracking (`.bmmeta` sidecars)
- 3-way diff algorithm
- Conflict detection logic
- Tombstone files for deletes
- Rename/move detection
- Testing for all edge cases
**Decision:** Use what rclone already does well. Don't reinvent the wheel.
### Why Let Users Use Git Locally Instead of Building Versioning?
**The simplest solution: Just use Git**
Users who want version history can literally just use Git in their sync directory:
```bash
cd ~/basic-memory-cloud-sync/
git init
git add .
git commit -m "backup"
# Push to their own GitHub if they want
git remote add origin git@github.com:user/my-knowledge.git
git push
```
**Why this is perfect:**
- ✅ We build nothing
- ✅ Users who want Git... just use Git
- ✅ Users who don't care... don't need to
- ✅ rclone bisync already handles sync conflicts
- ✅ Users own their data, they can version it however they want (Git, Time Machine, etc.)
**What we'd have to build for S3 versioning:**
- API to enable versioning on Tigris buckets
- **Problem**: Tigris doesn't support S3 bucket versioning
- Restore commands: `bm cloud restore --version-id`
- Version listing: `bm cloud versions <path>`
- Lifecycle policies for version retention
- Documentation and user education
**What we'd have to build for SPEC-14 Git integration:**
- Committer service (daemon watching `/app/data/`)
- Puller service (webhook handler for GitHub pushes)
- Git LFS for large files
- Loop prevention between Git ↔ bisync ↔ local
- Merge conflict handling at TWO layers (rclone + Git)
- Webhook infrastructure and monitoring
**Decision:** Don't build version control. Document the pattern. "The easiest problem to solve is the one you avoid."
**When to revisit:** Teams/multi-user features where server-side version control becomes necessary for collaboration.
### Why No Distributed Lease?
**Low probability issue:**
- Requires user to manually run `bm sync` on multiple devices at exact same time
- Most users run `--watch` on one primary device
- rclone bisync detects state divergence and fails safely
**Safety nets in place:**
- Local process lock prevents concurrent runs on same device
- rclone bisync aborts if bucket state changed during sync
- S3 versioning recovers from any overwrites
- Documentation warns against multi-device `--watch`
**Failure mode:**
```bash
# Device A and B sync simultaneously
Device A: bm sync → succeeds
Device B: bm sync → "Error: path has changed, run --resync"
# User fixes with resync
Device B: bm sync --resync → establishes new baseline
```
**Decision:** Document the issue, add local lock, defer distributed coordination until users report actual problems.
### Cloud-Primary Conflict Model
**User mental model:**
- Cloud is the source of truth (like Dropbox/iCloud)
- Local is working copy
- On conflict: cloud wins, local edits → `.conflict` file
- User manually picks winner
**Why this works:**
- Simpler than bidirectional merge (no automatic resolution risk)
- Matches user expectations from Dropbox
- S3 versioning provides safety net for overwrites
- Clear recovery path: restore from S3 version if needed
**Example workflow:**
```bash
# Edit file on Device A and Device B while offline
# Both devices come online and sync
Device A: bm sync
# → Pushes to cloud first, becomes canonical version
Device B: bm sync
# → Detects conflict
# → Cloud version: work/notes.md
# → Local version: work/notes.md.conflict1
# → User manually merges or picks winner
# Restore if needed
bm cloud restore work/notes.md --version-id abc123
```
## Implementation Details
### 1. Local Process Lock
```python
# ~/.basic-memory/sync.lock
import os
import psutil
from pathlib import Path
class SyncLock:
def __init__(self):
self.lock_file = Path.home() / '.basic-memory' / 'sync.lock'
def acquire(self):
if self.lock_file.exists():
pid = int(self.lock_file.read_text())
if psutil.pid_exists(pid):
raise BisyncError(
f"Sync already running (PID {pid}). "
f"Wait for completion or kill stale process."
)
# Stale lock, remove it
self.lock_file.unlink()
self.lock_file.write_text(str(os.getpid()))
def release(self):
if self.lock_file.exists():
self.lock_file.unlink()
def __enter__(self):
self.acquire()
return self
def __exit__(self, *args):
self.release()
# Usage
with SyncLock():
run_rclone_bisync()
```
### 3. Sync Report Parsing
```python
# Parse rclone bisync output
import json
from datetime import datetime
from pathlib import Path
def parse_sync_report(rclone_output: str, duration: float, exit_code: int) -> dict:
"""Parse rclone bisync output into structured report."""
# rclone bisync outputs lines like:
# "Synching Path1 /local/path with Path2 remote:bucket"
# "- Path1 File was copied to Path2"
# "Bisync successful"
report = {
"timestamp": datetime.now().isoformat(),
"duration_seconds": duration,
"exit_code": exit_code,
"success": exit_code == 0,
"files_created": 0,
"files_updated": 0,
"files_deleted": 0,
"conflicts": [],
"errors": []
}
for line in rclone_output.split('\n'):
if 'was copied to' in line:
report['files_created'] += 1
elif 'was updated in' in line:
report['files_updated'] += 1
elif 'was deleted from' in line:
report['files_deleted'] += 1
elif '.conflict' in line:
report['conflicts'].append(line.strip())
elif 'ERROR' in line:
report['errors'].append(line.strip())
return report
def save_sync_report(report: dict):
"""Save sync report to history."""
history_dir = Path.home() / '.basic-memory' / 'sync-history'
history_dir.mkdir(parents=True, exist_ok=True)
timestamp = datetime.now().strftime('%Y%m%d-%H%M%S')
report_file = history_dir / f'{timestamp}.json'
report_file.write_text(json.dumps(report, indent=2))
# Usage in run_bisync()
start_time = time.time()
result = subprocess.run(bisync_cmd, capture_output=True, text=True)
duration = time.time() - start_time
report = parse_sync_report(result.stdout, duration, result.returncode)
save_sync_report(report)
if report['conflicts']:
console.print(f"[yellow]⚠ {len(report['conflicts'])} conflict(s) detected[/yellow]")
console.print("[dim]Run 'bm conflicts list' to view[/dim]")
```
### 4. User Commands
```bash
# View sync history
bm sync history
# → Lists recent syncs from ~/.basic-memory/sync-history/*.json
# → Shows: timestamp, duration, files changed, conflicts, errors
# View current conflicts
bm conflicts list
# → Scans sync directory for *.conflict* files
# → Shows: file path, conflict versions, timestamps
# Restore from S3 version
bm cloud restore work/notes.md --version-id abc123
# → Uses aws s3api get-object with version-id
# → Downloads to original path
bm cloud restore work/notes.md --timestamp "2025-10-03 14:30"
# → Lists versions, finds closest to timestamp
# → Downloads that version
# List file versions
bm cloud versions work/notes.md
# → Uses aws s3api list-object-versions
# → Shows: version-id, timestamp, size, author
# Interactive conflict resolution
bm conflicts resolve work/notes.md
# → Shows both versions side-by-side
# → Prompts: Keep local, keep cloud, merge manually, restore from S3 version
# → Cleans up .conflict files after resolution
```
## Success Metrics & Monitoring
**Phase 1 (v1) - Basic Safety:**
- [ ] Conflict detection rate < 5% of syncs (measure in telemetry)
- [ ] User can resolve conflicts within 5 minutes (UX testing)
- [ ] Documentation prevents 90% of multi-device issues
**Phase 2 (v2) - Observability:**
- [ ] 80% of users check `bm sync history` when troubleshooting
- [ ] Average time to restore from S3 version < 2 minutes
-
- [ ] Conflict resolution success rate > 95%
**What to measure:**
```python
# Telemetry in sync reports
{
"conflict_rate": conflicts / total_syncs,
"multi_device_collisions": count_state_divergence_errors,
"version_restores": count_restore_operations,
"avg_sync_duration": sum(durations) / count,
"max_delete_trips": count_max_delete_aborts
}
```
**When to add distributed lease:**
- Multi-device collision rate > 5% of syncs
- User complaints about state divergence errors
- Evidence that local lock isn't sufficient
**When to revisit Git (SPEC-14):**
- Teams feature launches (multi-user collaboration)
- Users request commit messages / audit trail
- PR-based review workflow becomes valuable
## Links
- SPEC-9: `specs/spec-9-multi-project-bisync`
- SPEC-14: `specs/spec-14-cloud-git-versioning` (deferred in favor of S3 versioning)
- rclone bisync docs: https://rclone.org/bisync/
- Tigris S3 versioning: https://www.tigrisdata.com/docs/buckets/versioning/
---
**Owner:** <assign> | **Review cadence:** weekly in standup | **Last updated:** 2025-10-03
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@@ -1,7 +0,0 @@
"""basic-memory - Local-first knowledge management combining Zettelkasten with knowledge graphs"""
# Package version - updated by release automation
__version__ = "0.15.2"
# API version for FastAPI - independent of package version
__api_version__ = "v0"
-119
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@@ -1,119 +0,0 @@
# A generic, single database configuration.
[alembic]
# path to migration scripts
# Use forward slashes (/) also on windows to provide an os agnostic path
script_location = .
# template used to generate migration file names; The default value is %%(rev)s_%%(slug)s
# Uncomment the line below if you want the files to be prepended with date and time
# see https://alembic.sqlalchemy.org/en/latest/tutorial.html#editing-the-ini-file
# for all available tokens
# file_template = %%(year)d_%%(month).2d_%%(day).2d_%%(hour).2d%%(minute).2d-%%(rev)s_%%(slug)s
# sys.path path, will be prepended to sys.path if present.
# defaults to the current working directory.
prepend_sys_path = .
# timezone to use when rendering the date within the migration file
# as well as the filename.
# If specified, requires the python>=3.9 or backports.zoneinfo library and tzdata library.
# Any required deps can installed by adding `alembic[tz]` to the pip requirements
# string value is passed to ZoneInfo()
# leave blank for localtime
# timezone =
# max length of characters to apply to the "slug" field
# truncate_slug_length = 40
# set to 'true' to run the environment during
# the 'revision' command, regardless of autogenerate
# revision_environment = false
# set to 'true' to allow .pyc and .pyo files without
# a source .py file to be detected as revisions in the
# versions/ directory
# sourceless = false
# version location specification; This defaults
# to migrations/versions. When using multiple version
# directories, initial revisions must be specified with --version-path.
# The path separator used here should be the separator specified by "version_path_separator" below.
# version_locations = %(here)s/bar:%(here)s/bat:migrations/versions
# version path separator; As mentioned above, this is the character used to split
# version_locations. The default within new alembic.ini files is "os", which uses os.pathsep.
# If this key is omitted entirely, it falls back to the legacy behavior of splitting on spaces and/or commas.
# Valid values for version_path_separator are:
#
# version_path_separator = :
# version_path_separator = ;
# version_path_separator = space
# version_path_separator = newline
#
# Use os.pathsep. Default configuration used for new projects.
version_path_separator = os
# set to 'true' to search source files recursively
# in each "version_locations" directory
# new in Alembic version 1.10
# recursive_version_locations = false
# the output encoding used when revision files
# are written from script.py.mako
# output_encoding = utf-8
sqlalchemy.url = driver://user:pass@localhost/dbname
[post_write_hooks]
# post_write_hooks defines scripts or Python functions that are run
# on newly generated revision scripts. See the documentation for further
# detail and examples
# format using "black" - use the console_scripts runner, against the "black" entrypoint
# hooks = black
# black.type = console_scripts
# black.entrypoint = black
# black.options = -l 79 REVISION_SCRIPT_FILENAME
# lint with attempts to fix using "ruff" - use the exec runner, execute a binary
# hooks = ruff
# ruff.type = exec
# ruff.executable = %(here)s/.venv/bin/ruff
# ruff.options = --fix REVISION_SCRIPT_FILENAME
# Logging configuration
[loggers]
keys = root,sqlalchemy,alembic
[handlers]
keys = console
[formatters]
keys = generic
[logger_root]
level = WARNING
handlers = console
qualname =
[logger_sqlalchemy]
level = WARNING
handlers =
qualname = sqlalchemy.engine
[logger_alembic]
level = INFO
handlers =
qualname = alembic
[handler_console]
class = StreamHandler
args = (sys.stderr,)
level = NOTSET
formatter = generic
[formatter_generic]
format = %(levelname)-5.5s [%(name)s] %(message)s
datefmt = %H:%M:%S
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@@ -1,99 +0,0 @@
"""Alembic environment configuration."""
import os
from logging.config import fileConfig
from sqlalchemy import engine_from_config
from sqlalchemy import pool
from alembic import context
from basic_memory.config import ConfigManager
# set config.env to "test" for pytest to prevent logging to file in utils.setup_logging()
os.environ["BASIC_MEMORY_ENV"] = "test"
# Import after setting environment variable # noqa: E402
from basic_memory.models import Base # noqa: E402
# this is the Alembic Config object, which provides
# access to the values within the .ini file in use.
config = context.config
app_config = ConfigManager().config
# Set the SQLAlchemy URL from our app config
sqlalchemy_url = f"sqlite:///{app_config.database_path}"
config.set_main_option("sqlalchemy.url", sqlalchemy_url)
# print(f"Using SQLAlchemy URL: {sqlalchemy_url}")
# Interpret the config file for Python logging.
if config.config_file_name is not None:
fileConfig(config.config_file_name)
# add your model's MetaData object here
# for 'autogenerate' support
target_metadata = Base.metadata
# Add this function to tell Alembic what to include/exclude
def include_object(object, name, type_, reflected, compare_to):
# Ignore SQLite FTS tables
if type_ == "table" and name.startswith("search_index"):
return False
return True
def run_migrations_offline() -> None:
"""Run migrations in 'offline' mode.
This configures the context with just a URL
and not an Engine, though an Engine is acceptable
here as well. By skipping the Engine creation
we don't even need a DBAPI to be available.
Calls to context.execute() here emit the given string to the
script output.
"""
url = config.get_main_option("sqlalchemy.url")
context.configure(
url=url,
target_metadata=target_metadata,
literal_binds=True,
dialect_opts={"paramstyle": "named"},
include_object=include_object,
render_as_batch=True,
)
with context.begin_transaction():
context.run_migrations()
def run_migrations_online() -> None:
"""Run migrations in 'online' mode.
In this scenario we need to create an Engine
and associate a connection with the context.
"""
connectable = engine_from_config(
config.get_section(config.config_ini_section, {}),
prefix="sqlalchemy.",
poolclass=pool.NullPool,
)
with connectable.connect() as connection:
context.configure(
connection=connection,
target_metadata=target_metadata,
include_object=include_object,
render_as_batch=True,
)
with context.begin_transaction():
context.run_migrations()
if context.is_offline_mode():
run_migrations_offline()
else:
run_migrations_online()
-24
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@@ -1,24 +0,0 @@
"""Functions for managing database migrations."""
from pathlib import Path
from loguru import logger
from alembic.config import Config
from alembic import command
def get_alembic_config() -> Config: # pragma: no cover
"""Get alembic config with correct paths."""
migrations_path = Path(__file__).parent
alembic_ini = migrations_path / "alembic.ini"
config = Config(alembic_ini)
config.set_main_option("script_location", str(migrations_path))
return config
def reset_database(): # pragma: no cover
"""Drop and recreate all tables."""
logger.info("Resetting database...")
config = get_alembic_config()
command.downgrade(config, "base")
command.upgrade(config, "head")
-26
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@@ -1,26 +0,0 @@
"""${message}
Revision ID: ${up_revision}
Revises: ${down_revision | comma,n}
Create Date: ${create_date}
"""
from typing import Sequence, Union
from alembic import op
import sqlalchemy as sa
${imports if imports else ""}
# revision identifiers, used by Alembic.
revision: str = ${repr(up_revision)}
down_revision: Union[str, None] = ${repr(down_revision)}
branch_labels: Union[str, Sequence[str], None] = ${repr(branch_labels)}
depends_on: Union[str, Sequence[str], None] = ${repr(depends_on)}
def upgrade() -> None:
${upgrades if upgrades else "pass"}
def downgrade() -> None:
${downgrades if downgrades else "pass"}
@@ -1,93 +0,0 @@
"""initial schema
Revision ID: 3dae7c7b1564
Revises:
Create Date: 2025-02-12 21:23:00.336344
"""
from typing import Sequence, Union
from alembic import op
import sqlalchemy as sa
# revision identifiers, used by Alembic.
revision: str = "3dae7c7b1564"
down_revision: Union[str, None] = None
branch_labels: Union[str, Sequence[str], None] = None
depends_on: Union[str, Sequence[str], None] = None
def upgrade() -> None:
# ### commands auto generated by Alembic - please adjust! ###
op.create_table(
"entity",
sa.Column("id", sa.Integer(), nullable=False),
sa.Column("title", sa.String(), nullable=False),
sa.Column("entity_type", sa.String(), nullable=False),
sa.Column("entity_metadata", sa.JSON(), nullable=True),
sa.Column("content_type", sa.String(), nullable=False),
sa.Column("permalink", sa.String(), nullable=False),
sa.Column("file_path", sa.String(), nullable=False),
sa.Column("checksum", sa.String(), nullable=True),
sa.Column("created_at", sa.DateTime(), nullable=False),
sa.Column("updated_at", sa.DateTime(), nullable=False),
sa.PrimaryKeyConstraint("id"),
sa.UniqueConstraint("permalink", name="uix_entity_permalink"),
)
op.create_index("ix_entity_created_at", "entity", ["created_at"], unique=False)
op.create_index(op.f("ix_entity_file_path"), "entity", ["file_path"], unique=True)
op.create_index(op.f("ix_entity_permalink"), "entity", ["permalink"], unique=True)
op.create_index("ix_entity_title", "entity", ["title"], unique=False)
op.create_index("ix_entity_type", "entity", ["entity_type"], unique=False)
op.create_index("ix_entity_updated_at", "entity", ["updated_at"], unique=False)
op.create_table(
"observation",
sa.Column("id", sa.Integer(), nullable=False),
sa.Column("entity_id", sa.Integer(), nullable=False),
sa.Column("content", sa.Text(), nullable=False),
sa.Column("category", sa.String(), nullable=False),
sa.Column("context", sa.Text(), nullable=True),
sa.Column("tags", sa.JSON(), server_default="[]", nullable=True),
sa.ForeignKeyConstraint(["entity_id"], ["entity.id"], ondelete="CASCADE"),
sa.PrimaryKeyConstraint("id"),
)
op.create_index("ix_observation_category", "observation", ["category"], unique=False)
op.create_index("ix_observation_entity_id", "observation", ["entity_id"], unique=False)
op.create_table(
"relation",
sa.Column("id", sa.Integer(), nullable=False),
sa.Column("from_id", sa.Integer(), nullable=False),
sa.Column("to_id", sa.Integer(), nullable=True),
sa.Column("to_name", sa.String(), nullable=False),
sa.Column("relation_type", sa.String(), nullable=False),
sa.Column("context", sa.Text(), nullable=True),
sa.ForeignKeyConstraint(["from_id"], ["entity.id"], ondelete="CASCADE"),
sa.ForeignKeyConstraint(["to_id"], ["entity.id"], ondelete="CASCADE"),
sa.PrimaryKeyConstraint("id"),
sa.UniqueConstraint("from_id", "to_id", "relation_type", name="uix_relation"),
)
op.create_index("ix_relation_from_id", "relation", ["from_id"], unique=False)
op.create_index("ix_relation_to_id", "relation", ["to_id"], unique=False)
op.create_index("ix_relation_type", "relation", ["relation_type"], unique=False)
# ### end Alembic commands ###
def downgrade() -> None:
# ### commands auto generated by Alembic - please adjust! ###
op.drop_index("ix_relation_type", table_name="relation")
op.drop_index("ix_relation_to_id", table_name="relation")
op.drop_index("ix_relation_from_id", table_name="relation")
op.drop_table("relation")
op.drop_index("ix_observation_entity_id", table_name="observation")
op.drop_index("ix_observation_category", table_name="observation")
op.drop_table("observation")
op.drop_index("ix_entity_updated_at", table_name="entity")
op.drop_index("ix_entity_type", table_name="entity")
op.drop_index("ix_entity_title", table_name="entity")
op.drop_index(op.f("ix_entity_permalink"), table_name="entity")
op.drop_index(op.f("ix_entity_file_path"), table_name="entity")
op.drop_index("ix_entity_created_at", table_name="entity")
op.drop_table("entity")
# ### end Alembic commands ###
@@ -1,51 +0,0 @@
"""remove required from entity.permalink
Revision ID: 502b60eaa905
Revises: b3c3938bacdb
Create Date: 2025-02-24 13:33:09.790951
"""
from typing import Sequence, Union
from alembic import op
import sqlalchemy as sa
# revision identifiers, used by Alembic.
revision: str = "502b60eaa905"
down_revision: Union[str, None] = "b3c3938bacdb"
branch_labels: Union[str, Sequence[str], None] = None
depends_on: Union[str, Sequence[str], None] = None
def upgrade() -> None:
# ### commands auto generated by Alembic - please adjust! ###
with op.batch_alter_table("entity", schema=None) as batch_op:
batch_op.alter_column("permalink", existing_type=sa.VARCHAR(), nullable=True)
batch_op.drop_index("ix_entity_permalink")
batch_op.create_index(batch_op.f("ix_entity_permalink"), ["permalink"], unique=False)
batch_op.drop_constraint("uix_entity_permalink", type_="unique")
batch_op.create_index(
"uix_entity_permalink",
["permalink"],
unique=True,
sqlite_where=sa.text("content_type = 'text/markdown' AND permalink IS NOT NULL"),
)
# ### end Alembic commands ###
def downgrade() -> None:
# ### commands auto generated by Alembic - please adjust! ###
with op.batch_alter_table("entity", schema=None) as batch_op:
batch_op.drop_index(
"uix_entity_permalink",
sqlite_where=sa.text("content_type = 'text/markdown' AND permalink IS NOT NULL"),
)
batch_op.create_unique_constraint("uix_entity_permalink", ["permalink"])
batch_op.drop_index(batch_op.f("ix_entity_permalink"))
batch_op.create_index("ix_entity_permalink", ["permalink"], unique=1)
batch_op.alter_column("permalink", existing_type=sa.VARCHAR(), nullable=False)
# ### end Alembic commands ###
@@ -1,108 +0,0 @@
"""add projects table
Revision ID: 5fe1ab1ccebe
Revises: cc7172b46608
Create Date: 2025-05-14 09:05:18.214357
"""
from typing import Sequence, Union
from alembic import op
import sqlalchemy as sa
# revision identifiers, used by Alembic.
revision: str = "5fe1ab1ccebe"
down_revision: Union[str, None] = "cc7172b46608"
branch_labels: Union[str, Sequence[str], None] = None
depends_on: Union[str, Sequence[str], None] = None
def upgrade() -> None:
# ### commands auto generated by Alembic - please adjust! ###
op.create_table(
"project",
sa.Column("id", sa.Integer(), nullable=False),
sa.Column("name", sa.String(), nullable=False),
sa.Column("description", sa.Text(), nullable=True),
sa.Column("permalink", sa.String(), nullable=False),
sa.Column("path", sa.String(), nullable=False),
sa.Column("is_active", sa.Boolean(), nullable=False),
sa.Column("is_default", sa.Boolean(), nullable=True),
sa.Column("created_at", sa.DateTime(), nullable=False),
sa.Column("updated_at", sa.DateTime(), nullable=False),
sa.PrimaryKeyConstraint("id"),
sa.UniqueConstraint("is_default"),
sa.UniqueConstraint("name"),
sa.UniqueConstraint("permalink"),
if_not_exists=True,
)
with op.batch_alter_table("project", schema=None) as batch_op:
batch_op.create_index(
"ix_project_created_at", ["created_at"], unique=False, if_not_exists=True
)
batch_op.create_index("ix_project_name", ["name"], unique=True, if_not_exists=True)
batch_op.create_index("ix_project_path", ["path"], unique=False, if_not_exists=True)
batch_op.create_index(
"ix_project_permalink", ["permalink"], unique=True, if_not_exists=True
)
batch_op.create_index(
"ix_project_updated_at", ["updated_at"], unique=False, if_not_exists=True
)
with op.batch_alter_table("entity", schema=None) as batch_op:
batch_op.add_column(sa.Column("project_id", sa.Integer(), nullable=False))
batch_op.drop_index(
"uix_entity_permalink",
sqlite_where=sa.text("content_type = 'text/markdown' AND permalink IS NOT NULL"),
)
batch_op.drop_index("ix_entity_file_path")
batch_op.create_index(batch_op.f("ix_entity_file_path"), ["file_path"], unique=False)
batch_op.create_index("ix_entity_project_id", ["project_id"], unique=False)
batch_op.create_index(
"uix_entity_file_path_project", ["file_path", "project_id"], unique=True
)
batch_op.create_index(
"uix_entity_permalink_project",
["permalink", "project_id"],
unique=True,
sqlite_where=sa.text("content_type = 'text/markdown' AND permalink IS NOT NULL"),
)
batch_op.create_foreign_key("fk_entity_project_id", "project", ["project_id"], ["id"])
# drop the search index table. it will be recreated
op.drop_table("search_index")
# ### end Alembic commands ###
def downgrade() -> None:
# ### commands auto generated by Alembic - please adjust! ###
with op.batch_alter_table("entity", schema=None) as batch_op:
batch_op.drop_constraint("fk_entity_project_id", type_="foreignkey")
batch_op.drop_index(
"uix_entity_permalink_project",
sqlite_where=sa.text("content_type = 'text/markdown' AND permalink IS NOT NULL"),
)
batch_op.drop_index("uix_entity_file_path_project")
batch_op.drop_index("ix_entity_project_id")
batch_op.drop_index(batch_op.f("ix_entity_file_path"))
batch_op.create_index("ix_entity_file_path", ["file_path"], unique=1)
batch_op.create_index(
"uix_entity_permalink",
["permalink"],
unique=1,
sqlite_where=sa.text("content_type = 'text/markdown' AND permalink IS NOT NULL"),
)
batch_op.drop_column("project_id")
with op.batch_alter_table("project", schema=None) as batch_op:
batch_op.drop_index("ix_project_updated_at")
batch_op.drop_index("ix_project_permalink")
batch_op.drop_index("ix_project_path")
batch_op.drop_index("ix_project_name")
batch_op.drop_index("ix_project_created_at")
op.drop_table("project")
# ### end Alembic commands ###
@@ -1,104 +0,0 @@
"""project constraint fix
Revision ID: 647e7a75e2cd
Revises: 5fe1ab1ccebe
Create Date: 2025-06-03 12:48:30.162566
"""
from typing import Sequence, Union
from alembic import op
import sqlalchemy as sa
# revision identifiers, used by Alembic.
revision: str = "647e7a75e2cd"
down_revision: Union[str, None] = "5fe1ab1ccebe"
branch_labels: Union[str, Sequence[str], None] = None
depends_on: Union[str, Sequence[str], None] = None
def upgrade() -> None:
"""Remove the problematic UNIQUE constraint on is_default column.
The UNIQUE constraint prevents multiple projects from having is_default=FALSE,
which breaks project creation when the service sets is_default=False.
Since SQLite doesn't support dropping specific constraints easily, we'll
recreate the table without the problematic constraint.
"""
# For SQLite, we need to recreate the table without the UNIQUE constraint
# Create a new table without the UNIQUE constraint on is_default
op.create_table(
"project_new",
sa.Column("id", sa.Integer(), nullable=False),
sa.Column("name", sa.String(), nullable=False),
sa.Column("description", sa.Text(), nullable=True),
sa.Column("permalink", sa.String(), nullable=False),
sa.Column("path", sa.String(), nullable=False),
sa.Column("is_active", sa.Boolean(), nullable=False),
sa.Column("is_default", sa.Boolean(), nullable=True), # No UNIQUE constraint!
sa.Column("created_at", sa.DateTime(), nullable=False),
sa.Column("updated_at", sa.DateTime(), nullable=False),
sa.PrimaryKeyConstraint("id"),
sa.UniqueConstraint("name"),
sa.UniqueConstraint("permalink"),
)
# Copy data from old table to new table
op.execute("INSERT INTO project_new SELECT * FROM project")
# Drop the old table
op.drop_table("project")
# Rename the new table
op.rename_table("project_new", "project")
# Recreate the indexes
with op.batch_alter_table("project", schema=None) as batch_op:
batch_op.create_index("ix_project_created_at", ["created_at"], unique=False)
batch_op.create_index("ix_project_name", ["name"], unique=True)
batch_op.create_index("ix_project_path", ["path"], unique=False)
batch_op.create_index("ix_project_permalink", ["permalink"], unique=True)
batch_op.create_index("ix_project_updated_at", ["updated_at"], unique=False)
def downgrade() -> None:
"""Add back the UNIQUE constraint on is_default column.
WARNING: This will break project creation again if multiple projects
have is_default=FALSE.
"""
# Recreate the table with the UNIQUE constraint
op.create_table(
"project_old",
sa.Column("id", sa.Integer(), nullable=False),
sa.Column("name", sa.String(), nullable=False),
sa.Column("description", sa.Text(), nullable=True),
sa.Column("permalink", sa.String(), nullable=False),
sa.Column("path", sa.String(), nullable=False),
sa.Column("is_active", sa.Boolean(), nullable=False),
sa.Column("is_default", sa.Boolean(), nullable=True),
sa.Column("created_at", sa.DateTime(), nullable=False),
sa.Column("updated_at", sa.DateTime(), nullable=False),
sa.PrimaryKeyConstraint("id"),
sa.UniqueConstraint("is_default"), # Add back the problematic constraint
sa.UniqueConstraint("name"),
sa.UniqueConstraint("permalink"),
)
# Copy data (this may fail if multiple FALSE values exist)
op.execute("INSERT INTO project_old SELECT * FROM project")
# Drop the current table and rename
op.drop_table("project")
op.rename_table("project_old", "project")
# Recreate indexes
with op.batch_alter_table("project", schema=None) as batch_op:
batch_op.create_index("ix_project_created_at", ["created_at"], unique=False)
batch_op.create_index("ix_project_name", ["name"], unique=True)
batch_op.create_index("ix_project_path", ["path"], unique=False)
batch_op.create_index("ix_project_permalink", ["permalink"], unique=True)
batch_op.create_index("ix_project_updated_at", ["updated_at"], unique=False)
@@ -1,49 +0,0 @@
"""fix project foreign keys
Revision ID: a1b2c3d4e5f6
Revises: 647e7a75e2cd
Create Date: 2025-08-19 22:06:00.000000
"""
from typing import Sequence, Union
from alembic import op
# revision identifiers, used by Alembic.
revision: str = "a1b2c3d4e5f6"
down_revision: Union[str, None] = "647e7a75e2cd"
branch_labels: Union[str, Sequence[str], None] = None
depends_on: Union[str, Sequence[str], None] = None
def upgrade() -> None:
"""Re-establish foreign key constraints that were lost during project table recreation.
The migration 647e7a75e2cd recreated the project table but did not re-establish
the foreign key constraint from entity.project_id to project.id, causing
foreign key constraint failures when trying to delete projects with related entities.
"""
# SQLite doesn't allow adding foreign key constraints to existing tables easily
# We need to be careful and handle the case where the constraint might already exist
with op.batch_alter_table("entity", schema=None) as batch_op:
# Try to drop existing foreign key constraint (may not exist)
try:
batch_op.drop_constraint("fk_entity_project_id", type_="foreignkey")
except Exception:
# Constraint may not exist, which is fine - we'll create it next
pass
# Add the foreign key constraint with CASCADE DELETE
# This ensures that when a project is deleted, all related entities are also deleted
batch_op.create_foreign_key(
"fk_entity_project_id", "project", ["project_id"], ["id"], ondelete="CASCADE"
)
def downgrade() -> None:
"""Remove the foreign key constraint."""
with op.batch_alter_table("entity", schema=None) as batch_op:
batch_op.drop_constraint("fk_entity_project_id", type_="foreignkey")
@@ -1,44 +0,0 @@
"""relation to_name unique index
Revision ID: b3c3938bacdb
Revises: 3dae7c7b1564
Create Date: 2025-02-22 14:59:30.668466
"""
from typing import Sequence, Union
from alembic import op
# revision identifiers, used by Alembic.
revision: str = "b3c3938bacdb"
down_revision: Union[str, None] = "3dae7c7b1564"
branch_labels: Union[str, Sequence[str], None] = None
depends_on: Union[str, Sequence[str], None] = None
def upgrade() -> None:
# SQLite doesn't support constraint changes through ALTER
# Need to recreate table with desired constraints
with op.batch_alter_table("relation") as batch_op:
# Drop existing unique constraint
batch_op.drop_constraint("uix_relation", type_="unique")
# Add new constraints
batch_op.create_unique_constraint(
"uix_relation_from_id_to_id", ["from_id", "to_id", "relation_type"]
)
batch_op.create_unique_constraint(
"uix_relation_from_id_to_name", ["from_id", "to_name", "relation_type"]
)
def downgrade() -> None:
with op.batch_alter_table("relation") as batch_op:
# Drop new constraints
batch_op.drop_constraint("uix_relation_from_id_to_name", type_="unique")
batch_op.drop_constraint("uix_relation_from_id_to_id", type_="unique")
# Restore original constraint
batch_op.create_unique_constraint("uix_relation", ["from_id", "to_id", "relation_type"])
@@ -1,100 +0,0 @@
"""Update search index schema
Revision ID: cc7172b46608
Revises: 502b60eaa905
Create Date: 2025-02-28 18:48:23.244941
"""
from typing import Sequence, Union
from alembic import op
# revision identifiers, used by Alembic.
revision: str = "cc7172b46608"
down_revision: Union[str, None] = "502b60eaa905"
branch_labels: Union[str, Sequence[str], None] = None
depends_on: Union[str, Sequence[str], None] = None
def upgrade() -> None:
"""Upgrade database schema to use new search index with content_stems and content_snippet."""
# First, drop the existing search_index table
op.execute("DROP TABLE IF EXISTS search_index")
# Create new search_index with updated schema
op.execute("""
CREATE VIRTUAL TABLE IF NOT EXISTS search_index USING fts5(
-- Core entity fields
id UNINDEXED, -- Row ID
title, -- Title for searching
content_stems, -- Main searchable content split into stems
content_snippet, -- File content snippet for display
permalink, -- Stable identifier (now indexed for path search)
file_path UNINDEXED, -- Physical location
type UNINDEXED, -- entity/relation/observation
-- Relation fields
from_id UNINDEXED, -- Source entity
to_id UNINDEXED, -- Target entity
relation_type UNINDEXED, -- Type of relation
-- Observation fields
entity_id UNINDEXED, -- Parent entity
category UNINDEXED, -- Observation category
-- Common fields
metadata UNINDEXED, -- JSON metadata
created_at UNINDEXED, -- Creation timestamp
updated_at UNINDEXED, -- Last update
-- Configuration
tokenize='unicode61 tokenchars 0x2F', -- Hex code for /
prefix='1,2,3,4' -- Support longer prefixes for paths
);
""")
def downgrade() -> None:
"""Downgrade database schema to use old search index."""
# Drop the updated search_index table
op.execute("DROP TABLE IF EXISTS search_index")
# Recreate the original search_index schema
op.execute("""
CREATE VIRTUAL TABLE IF NOT EXISTS search_index USING fts5(
-- Core entity fields
id UNINDEXED, -- Row ID
title, -- Title for searching
content, -- Main searchable content
permalink, -- Stable identifier (now indexed for path search)
file_path UNINDEXED, -- Physical location
type UNINDEXED, -- entity/relation/observation
-- Relation fields
from_id UNINDEXED, -- Source entity
to_id UNINDEXED, -- Target entity
relation_type UNINDEXED, -- Type of relation
-- Observation fields
entity_id UNINDEXED, -- Parent entity
category UNINDEXED, -- Observation category
-- Common fields
metadata UNINDEXED, -- JSON metadata
created_at UNINDEXED, -- Creation timestamp
updated_at UNINDEXED, -- Last update
-- Configuration
tokenize='unicode61 tokenchars 0x2F', -- Hex code for /
prefix='1,2,3,4' -- Support longer prefixes for paths
);
""")
# Print instruction to manually reindex after migration
print("\n------------------------------------------------------------------")
print("IMPORTANT: After downgrade completes, manually run the reindex command:")
print("basic-memory sync")
print("------------------------------------------------------------------\n")
-5
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@@ -1,5 +0,0 @@
"""Basic Memory API module."""
from .app import app
__all__ = ["app"]
-98
View File
@@ -1,98 +0,0 @@
"""FastAPI application for basic-memory knowledge graph API."""
import asyncio
from contextlib import asynccontextmanager
from fastapi import FastAPI, HTTPException
from fastapi.exception_handlers import http_exception_handler
from loguru import logger
from basic_memory import __version__ as version
from basic_memory import db
from basic_memory.api.routers import (
directory_router,
importer_router,
knowledge,
management,
memory,
project,
resource,
search,
prompt_router,
)
from basic_memory.config import ConfigManager
from basic_memory.services.initialization import initialize_file_sync, initialize_app
@asynccontextmanager
async def lifespan(app: FastAPI): # pragma: no cover
"""Lifecycle manager for the FastAPI app. Not called in stdio mcp mode"""
app_config = ConfigManager().config
logger.info("Starting Basic Memory API")
await initialize_app(app_config)
# Cache database connections in app state for performance
logger.info("Initializing database and caching connections...")
engine, session_maker = await db.get_or_create_db(app_config.database_path)
app.state.engine = engine
app.state.session_maker = session_maker
logger.info("Database connections cached in app state")
logger.info(f"Sync changes enabled: {app_config.sync_changes}")
if app_config.sync_changes:
# start file sync task in background
app.state.sync_task = asyncio.create_task(initialize_file_sync(app_config))
else:
logger.info("Sync changes disabled. Skipping file sync service.")
# proceed with startup
yield
logger.info("Shutting down Basic Memory API")
if app.state.sync_task:
logger.info("Stopping sync...")
app.state.sync_task.cancel() # pyright: ignore
await db.shutdown_db()
# Initialize FastAPI app
app = FastAPI(
title="Basic Memory API",
description="Knowledge graph API for basic-memory",
version=version,
lifespan=lifespan,
)
# Include routers
app.include_router(knowledge.router, prefix="/{project}")
app.include_router(memory.router, prefix="/{project}")
app.include_router(resource.router, prefix="/{project}")
app.include_router(search.router, prefix="/{project}")
app.include_router(project.project_router, prefix="/{project}")
app.include_router(directory_router.router, prefix="/{project}")
app.include_router(prompt_router.router, prefix="/{project}")
app.include_router(importer_router.router, prefix="/{project}")
# Project resource router works accross projects
app.include_router(project.project_resource_router)
app.include_router(management.router)
# Auth routes are handled by FastMCP automatically when auth is enabled
@app.exception_handler(Exception)
async def exception_handler(request, exc): # pragma: no cover
logger.exception(
"API unhandled exception",
url=str(request.url),
method=request.method,
client=request.client.host if request.client else None,
path=request.url.path,
error_type=type(exc).__name__,
error=str(exc),
)
return await http_exception_handler(request, HTTPException(status_code=500, detail=str(exc)))
-11
View File
@@ -1,11 +0,0 @@
"""API routers."""
from . import knowledge_router as knowledge
from . import management_router as management
from . import memory_router as memory
from . import project_router as project
from . import resource_router as resource
from . import search_router as search
from . import prompt_router as prompt
__all__ = ["knowledge", "management", "memory", "project", "resource", "search", "prompt"]
@@ -1,84 +0,0 @@
"""Router for directory tree operations."""
from typing import List, Optional
from fastapi import APIRouter, Query
from basic_memory.deps import DirectoryServiceDep, ProjectIdDep
from basic_memory.schemas.directory import DirectoryNode
router = APIRouter(prefix="/directory", tags=["directory"])
@router.get("/tree", response_model=DirectoryNode, response_model_exclude_none=True)
async def get_directory_tree(
directory_service: DirectoryServiceDep,
project_id: ProjectIdDep,
):
"""Get hierarchical directory structure from the knowledge base.
Args:
directory_service: Service for directory operations
project_id: ID of the current project
Returns:
DirectoryNode representing the root of the hierarchical tree structure
"""
# Get a hierarchical directory tree for the specific project
tree = await directory_service.get_directory_tree()
# Return the hierarchical tree
return tree
@router.get("/structure", response_model=DirectoryNode, response_model_exclude_none=True)
async def get_directory_structure(
directory_service: DirectoryServiceDep,
project_id: ProjectIdDep,
):
"""Get folder structure for navigation (no files).
Optimized endpoint for folder tree navigation. Returns only directory nodes
without file metadata. For full tree with files, use /directory/tree.
Args:
directory_service: Service for directory operations
project_id: ID of the current project
Returns:
DirectoryNode tree containing only folders (type="directory")
"""
structure = await directory_service.get_directory_structure()
return structure
@router.get("/list", response_model=List[DirectoryNode], response_model_exclude_none=True)
async def list_directory(
directory_service: DirectoryServiceDep,
project_id: ProjectIdDep,
dir_name: str = Query("/", description="Directory path to list"),
depth: int = Query(1, ge=1, le=10, description="Recursion depth (1-10)"),
file_name_glob: Optional[str] = Query(
None, description="Glob pattern for filtering file names"
),
):
"""List directory contents with filtering and depth control.
Args:
directory_service: Service for directory operations
project_id: ID of the current project
dir_name: Directory path to list (default: root "/")
depth: Recursion depth (1-10, default: 1 for immediate children only)
file_name_glob: Optional glob pattern for filtering file names (e.g., "*.md", "*meeting*")
Returns:
List of DirectoryNode objects matching the criteria
"""
# Get directory listing with filtering
nodes = await directory_service.list_directory(
dir_name=dir_name,
depth=depth,
file_name_glob=file_name_glob,
)
return nodes
@@ -1,152 +0,0 @@
"""Import router for Basic Memory API."""
import json
import logging
from fastapi import APIRouter, Form, HTTPException, UploadFile, status
from basic_memory.deps import (
ChatGPTImporterDep,
ClaudeConversationsImporterDep,
ClaudeProjectsImporterDep,
MemoryJsonImporterDep,
)
from basic_memory.importers import Importer
from basic_memory.schemas.importer import (
ChatImportResult,
EntityImportResult,
ProjectImportResult,
)
logger = logging.getLogger(__name__)
router = APIRouter(prefix="/import", tags=["import"])
@router.post("/chatgpt", response_model=ChatImportResult)
async def import_chatgpt(
importer: ChatGPTImporterDep,
file: UploadFile,
folder: str = Form("conversations"),
) -> ChatImportResult:
"""Import conversations from ChatGPT JSON export.
Args:
file: The ChatGPT conversations.json file.
folder: The folder to place the files in.
markdown_processor: MarkdownProcessor instance.
Returns:
ChatImportResult with import statistics.
Raises:
HTTPException: If import fails.
"""
return await import_file(importer, file, folder)
@router.post("/claude/conversations", response_model=ChatImportResult)
async def import_claude_conversations(
importer: ClaudeConversationsImporterDep,
file: UploadFile,
folder: str = Form("conversations"),
) -> ChatImportResult:
"""Import conversations from Claude conversations.json export.
Args:
file: The Claude conversations.json file.
folder: The folder to place the files in.
markdown_processor: MarkdownProcessor instance.
Returns:
ChatImportResult with import statistics.
Raises:
HTTPException: If import fails.
"""
return await import_file(importer, file, folder)
@router.post("/claude/projects", response_model=ProjectImportResult)
async def import_claude_projects(
importer: ClaudeProjectsImporterDep,
file: UploadFile,
folder: str = Form("projects"),
) -> ProjectImportResult:
"""Import projects from Claude projects.json export.
Args:
file: The Claude projects.json file.
base_folder: The base folder to place the files in.
markdown_processor: MarkdownProcessor instance.
Returns:
ProjectImportResult with import statistics.
Raises:
HTTPException: If import fails.
"""
return await import_file(importer, file, folder)
@router.post("/memory-json", response_model=EntityImportResult)
async def import_memory_json(
importer: MemoryJsonImporterDep,
file: UploadFile,
folder: str = Form("conversations"),
) -> EntityImportResult:
"""Import entities and relations from a memory.json file.
Args:
file: The memory.json file.
destination_folder: Optional destination folder within the project.
markdown_processor: MarkdownProcessor instance.
Returns:
EntityImportResult with import statistics.
Raises:
HTTPException: If import fails.
"""
try:
file_data = []
file_bytes = await file.read()
file_str = file_bytes.decode("utf-8")
for line in file_str.splitlines():
json_data = json.loads(line)
file_data.append(json_data)
result = await importer.import_data(file_data, folder)
if not result.success: # pragma: no cover
raise HTTPException(
status_code=status.HTTP_500_INTERNAL_SERVER_ERROR,
detail=result.error_message or "Import failed",
)
except Exception as e:
logger.exception("Import failed")
raise HTTPException(
status_code=status.HTTP_500_INTERNAL_SERVER_ERROR,
detail=f"Import failed: {str(e)}",
)
return result
async def import_file(importer: Importer, file: UploadFile, destination_folder: str):
try:
# Process file
json_data = json.load(file.file)
result = await importer.import_data(json_data, destination_folder)
if not result.success: # pragma: no cover
raise HTTPException(
status_code=status.HTTP_500_INTERNAL_SERVER_ERROR,
detail=result.error_message or "Import failed",
)
return result
except Exception as e:
logger.exception("Import failed")
raise HTTPException(
status_code=status.HTTP_500_INTERNAL_SERVER_ERROR,
detail=f"Import failed: {str(e)}",
)
@@ -1,307 +0,0 @@
"""Router for knowledge graph operations."""
from typing import Annotated
from fastapi import APIRouter, HTTPException, BackgroundTasks, Depends, Query, Response
from loguru import logger
from basic_memory.deps import (
EntityServiceDep,
get_search_service,
SearchServiceDep,
LinkResolverDep,
ProjectPathDep,
FileServiceDep,
ProjectConfigDep,
AppConfigDep,
SyncServiceDep,
)
from basic_memory.schemas import (
EntityListResponse,
EntityResponse,
DeleteEntitiesResponse,
DeleteEntitiesRequest,
)
from basic_memory.schemas.request import EditEntityRequest, MoveEntityRequest
from basic_memory.schemas.base import Permalink, Entity
router = APIRouter(prefix="/knowledge", tags=["knowledge"])
async def resolve_relations_background(sync_service, entity_id: int, entity_permalink: str) -> None:
"""Background task to resolve relations for a specific entity.
This runs asynchronously after the API response is sent, preventing
long delays when creating entities with many relations.
"""
try:
# Only resolve relations for the newly created entity
await sync_service.resolve_relations(entity_id=entity_id)
logger.debug(
f"Background: Resolved relations for entity {entity_permalink} (id={entity_id})"
)
except Exception as e:
# Log but don't fail - this is a background task
logger.warning(
f"Background: Failed to resolve relations for entity {entity_permalink}: {e}"
)
## Create endpoints
@router.post("/entities", response_model=EntityResponse)
async def create_entity(
data: Entity,
background_tasks: BackgroundTasks,
entity_service: EntityServiceDep,
search_service: SearchServiceDep,
) -> EntityResponse:
"""Create an entity."""
logger.info(
"API request", endpoint="create_entity", entity_type=data.entity_type, title=data.title
)
entity = await entity_service.create_entity(data)
# reindex
await search_service.index_entity(entity, background_tasks=background_tasks)
result = EntityResponse.model_validate(entity)
logger.info(
f"API response: endpoint='create_entity' title={result.title}, permalink={result.permalink}, status_code=201"
)
return result
@router.put("/entities/{permalink:path}", response_model=EntityResponse)
async def create_or_update_entity(
project: ProjectPathDep,
permalink: Permalink,
data: Entity,
response: Response,
background_tasks: BackgroundTasks,
entity_service: EntityServiceDep,
search_service: SearchServiceDep,
file_service: FileServiceDep,
sync_service: SyncServiceDep,
) -> EntityResponse:
"""Create or update an entity. If entity exists, it will be updated, otherwise created."""
logger.info(
f"API request: create_or_update_entity for {project=}, {permalink=}, {data.entity_type=}, {data.title=}"
)
# Validate permalink matches
if data.permalink != permalink:
logger.warning(
f"API validation error: creating/updating entity with permalink mismatch - url={permalink}, data={data.permalink}",
)
raise HTTPException(
status_code=400,
detail=f"Entity permalink {data.permalink} must match URL path: '{permalink}'",
)
# Try create_or_update operation
entity, created = await entity_service.create_or_update_entity(data)
response.status_code = 201 if created else 200
# reindex
await search_service.index_entity(entity, background_tasks=background_tasks)
# Schedule relation resolution as a background task for new entities
# This prevents blocking the API response while resolving potentially many relations
if created:
background_tasks.add_task(
resolve_relations_background, sync_service, entity.id, entity.permalink or ""
)
result = EntityResponse.model_validate(entity)
logger.info(
f"API response: {result.title=}, {result.permalink=}, {created=}, status_code={response.status_code}"
)
return result
@router.patch("/entities/{identifier:path}", response_model=EntityResponse)
async def edit_entity(
identifier: str,
data: EditEntityRequest,
background_tasks: BackgroundTasks,
entity_service: EntityServiceDep,
search_service: SearchServiceDep,
) -> EntityResponse:
"""Edit an existing entity using various operations like append, prepend, find_replace, or replace_section.
This endpoint allows for targeted edits without requiring the full entity content.
"""
logger.info(
f"API request: endpoint='edit_entity', identifier='{identifier}', operation='{data.operation}'"
)
try:
# Edit the entity using the service
entity = await entity_service.edit_entity(
identifier=identifier,
operation=data.operation,
content=data.content,
section=data.section,
find_text=data.find_text,
expected_replacements=data.expected_replacements,
)
# Reindex the updated entity
await search_service.index_entity(entity, background_tasks=background_tasks)
# Return the updated entity response
result = EntityResponse.model_validate(entity)
logger.info(
"API response",
endpoint="edit_entity",
identifier=identifier,
operation=data.operation,
permalink=result.permalink,
status_code=200,
)
return result
except Exception as e:
logger.error(f"Error editing entity: {e}")
raise HTTPException(status_code=400, detail=str(e))
@router.post("/move")
async def move_entity(
data: MoveEntityRequest,
background_tasks: BackgroundTasks,
entity_service: EntityServiceDep,
project_config: ProjectConfigDep,
app_config: AppConfigDep,
search_service: SearchServiceDep,
) -> EntityResponse:
"""Move an entity to a new file location with project consistency.
This endpoint moves a note to a different path while maintaining project
consistency and optionally updating permalinks based on configuration.
"""
logger.info(
f"API request: endpoint='move_entity', identifier='{data.identifier}', destination='{data.destination_path}'"
)
try:
# Move the entity using the service
moved_entity = await entity_service.move_entity(
identifier=data.identifier,
destination_path=data.destination_path,
project_config=project_config,
app_config=app_config,
)
# Get the moved entity to reindex it
entity = await entity_service.link_resolver.resolve_link(data.destination_path)
if entity:
await search_service.index_entity(entity, background_tasks=background_tasks)
logger.info(
"API response",
endpoint="move_entity",
identifier=data.identifier,
destination=data.destination_path,
status_code=200,
)
result = EntityResponse.model_validate(moved_entity)
return result
except Exception as e:
logger.error(f"Error moving entity: {e}")
raise HTTPException(status_code=400, detail=str(e))
## Read endpoints
@router.get("/entities/{identifier:path}", response_model=EntityResponse)
async def get_entity(
entity_service: EntityServiceDep,
link_resolver: LinkResolverDep,
identifier: str,
) -> EntityResponse:
"""Get a specific entity by file path or permalink..
Args:
identifier: Entity file path or permalink
:param entity_service: EntityService
:param link_resolver: LinkResolver
"""
logger.info(f"request: get_entity with identifier={identifier}")
entity = await link_resolver.resolve_link(identifier)
if not entity:
raise HTTPException(status_code=404, detail=f"Entity {identifier} not found")
result = EntityResponse.model_validate(entity)
return result
@router.get("/entities", response_model=EntityListResponse)
async def get_entities(
entity_service: EntityServiceDep,
permalink: Annotated[list[str] | None, Query()] = None,
) -> EntityListResponse:
"""Open specific entities"""
logger.info(f"request: get_entities with permalinks={permalink}")
entities = await entity_service.get_entities_by_permalinks(permalink) if permalink else []
result = EntityListResponse(
entities=[EntityResponse.model_validate(entity) for entity in entities]
)
return result
## Delete endpoints
@router.delete("/entities/{identifier:path}", response_model=DeleteEntitiesResponse)
async def delete_entity(
identifier: str,
background_tasks: BackgroundTasks,
entity_service: EntityServiceDep,
link_resolver: LinkResolverDep,
search_service=Depends(get_search_service),
) -> DeleteEntitiesResponse:
"""Delete a single entity and remove from search index."""
logger.info(f"request: delete_entity with identifier={identifier}")
entity = await link_resolver.resolve_link(identifier)
if entity is None:
return DeleteEntitiesResponse(deleted=False)
# Delete the entity
deleted = await entity_service.delete_entity(entity.permalink or entity.id)
# Remove from search index (entity, observations, and relations)
background_tasks.add_task(search_service.handle_delete, entity)
result = DeleteEntitiesResponse(deleted=deleted)
return result
@router.post("/entities/delete", response_model=DeleteEntitiesResponse)
async def delete_entities(
data: DeleteEntitiesRequest,
background_tasks: BackgroundTasks,
entity_service: EntityServiceDep,
search_service=Depends(get_search_service),
) -> DeleteEntitiesResponse:
"""Delete entities and remove from search index."""
logger.info(f"request: delete_entities with data={data}")
deleted = False
# Remove each deleted entity from search index
for permalink in data.permalinks:
deleted = await entity_service.delete_entity(permalink)
background_tasks.add_task(search_service.delete_by_permalink, permalink)
result = DeleteEntitiesResponse(deleted=deleted)
return result
@@ -1,80 +0,0 @@
"""Management router for basic-memory API."""
import asyncio
from fastapi import APIRouter, Request
from loguru import logger
from pydantic import BaseModel
from basic_memory.config import ConfigManager
from basic_memory.deps import SyncServiceDep, ProjectRepositoryDep
router = APIRouter(prefix="/management", tags=["management"])
class WatchStatusResponse(BaseModel):
"""Response model for watch status."""
running: bool
"""Whether the watch service is currently running."""
@router.get("/watch/status", response_model=WatchStatusResponse)
async def get_watch_status(request: Request) -> WatchStatusResponse:
"""Get the current status of the watch service."""
return WatchStatusResponse(
running=request.app.state.watch_task is not None and not request.app.state.watch_task.done()
)
@router.post("/watch/start", response_model=WatchStatusResponse)
async def start_watch_service(
request: Request, project_repository: ProjectRepositoryDep, sync_service: SyncServiceDep
) -> WatchStatusResponse:
"""Start the watch service if it's not already running."""
# needed because of circular imports from sync -> app
from basic_memory.sync import WatchService
from basic_memory.sync.background_sync import create_background_sync_task
if request.app.state.watch_task is not None and not request.app.state.watch_task.done():
# Watch service is already running
return WatchStatusResponse(running=True)
app_config = ConfigManager().config
# Create and start a new watch service
logger.info("Starting watch service via management API")
# Get services needed for the watch task
watch_service = WatchService(
app_config=app_config,
project_repository=project_repository,
)
# Create and store the task
watch_task = create_background_sync_task(sync_service, watch_service)
request.app.state.watch_task = watch_task
return WatchStatusResponse(running=True)
@router.post("/watch/stop", response_model=WatchStatusResponse)
async def stop_watch_service(request: Request) -> WatchStatusResponse: # pragma: no cover
"""Stop the watch service if it's running."""
if request.app.state.watch_task is None or request.app.state.watch_task.done():
# Watch service is not running
return WatchStatusResponse(running=False)
# Cancel the running task
logger.info("Stopping watch service via management API")
request.app.state.watch_task.cancel()
# Wait for it to be properly cancelled
try:
await request.app.state.watch_task
except asyncio.CancelledError:
pass
request.app.state.watch_task = None
return WatchStatusResponse(running=False)
@@ -1,90 +0,0 @@
"""Routes for memory:// URI operations."""
from typing import Annotated, Optional
from fastapi import APIRouter, Query
from loguru import logger
from basic_memory.deps import ContextServiceDep, EntityRepositoryDep
from basic_memory.schemas.base import TimeFrame, parse_timeframe
from basic_memory.schemas.memory import (
GraphContext,
normalize_memory_url,
)
from basic_memory.schemas.search import SearchItemType
from basic_memory.api.routers.utils import to_graph_context
router = APIRouter(prefix="/memory", tags=["memory"])
@router.get("/recent", response_model=GraphContext)
async def recent(
context_service: ContextServiceDep,
entity_repository: EntityRepositoryDep,
type: Annotated[list[SearchItemType] | None, Query()] = None,
depth: int = 1,
timeframe: TimeFrame = "7d",
page: int = 1,
page_size: int = 10,
max_related: int = 10,
) -> GraphContext:
# return all types by default
types = (
[SearchItemType.ENTITY, SearchItemType.RELATION, SearchItemType.OBSERVATION]
if not type
else type
)
logger.debug(
f"Getting recent context: `{types}` depth: `{depth}` timeframe: `{timeframe}` page: `{page}` page_size: `{page_size}` max_related: `{max_related}`"
)
# Parse timeframe
since = parse_timeframe(timeframe)
limit = page_size
offset = (page - 1) * page_size
# Build context
context = await context_service.build_context(
types=types, depth=depth, since=since, limit=limit, offset=offset, max_related=max_related
)
recent_context = await to_graph_context(
context, entity_repository=entity_repository, page=page, page_size=page_size
)
logger.debug(f"Recent context: {recent_context.model_dump_json()}")
return recent_context
# get_memory_context needs to be declared last so other paths can match
@router.get("/{uri:path}", response_model=GraphContext)
async def get_memory_context(
context_service: ContextServiceDep,
entity_repository: EntityRepositoryDep,
uri: str,
depth: int = 1,
timeframe: Optional[TimeFrame] = None,
page: int = 1,
page_size: int = 10,
max_related: int = 10,
) -> GraphContext:
"""Get rich context from memory:// URI."""
# add the project name from the config to the url as the "host
# Parse URI
logger.debug(
f"Getting context for URI: `{uri}` depth: `{depth}` timeframe: `{timeframe}` page: `{page}` page_size: `{page_size}` max_related: `{max_related}`"
)
memory_url = normalize_memory_url(uri)
# Parse timeframe
since = parse_timeframe(timeframe) if timeframe else None
limit = page_size
offset = (page - 1) * page_size
# Build context
context = await context_service.build_context(
memory_url, depth=depth, since=since, limit=limit, offset=offset, max_related=max_related
)
return await to_graph_context(
context, entity_repository=entity_repository, page=page, page_size=page_size
)
@@ -1,338 +0,0 @@
"""Router for project management."""
import os
from fastapi import APIRouter, HTTPException, Path, Body, BackgroundTasks
from typing import Optional
from loguru import logger
from basic_memory.deps import (
ProjectConfigDep,
ProjectServiceDep,
ProjectPathDep,
SyncServiceDep,
)
from basic_memory.schemas import ProjectInfoResponse, SyncReportResponse
from basic_memory.schemas.project_info import (
ProjectList,
ProjectItem,
ProjectInfoRequest,
ProjectStatusResponse,
)
# Router for resources in a specific project
# The ProjectPathDep is used in the path as a prefix, so the request path is like /{project}/project/info
project_router = APIRouter(prefix="/project", tags=["project"])
# Router for managing project resources
project_resource_router = APIRouter(prefix="/projects", tags=["project_management"])
@project_router.get("/info", response_model=ProjectInfoResponse)
async def get_project_info(
project_service: ProjectServiceDep,
project: ProjectPathDep,
) -> ProjectInfoResponse:
"""Get comprehensive information about the specified Basic Memory project."""
return await project_service.get_project_info(project)
@project_router.get("/item", response_model=ProjectItem)
async def get_project(
project_service: ProjectServiceDep,
project: ProjectPathDep,
) -> ProjectItem:
"""Get bassic info about the specified Basic Memory project."""
found_project = await project_service.get_project(project)
if not found_project:
raise HTTPException(
status_code=404, detail=f"Project: '{project}' does not exist"
) # pragma: no cover
return ProjectItem(
name=found_project.name,
path=found_project.path,
is_default=found_project.is_default or False,
)
# Update a project
@project_router.patch("/{name}", response_model=ProjectStatusResponse)
async def update_project(
project_service: ProjectServiceDep,
name: str = Path(..., description="Name of the project to update"),
path: Optional[str] = Body(None, description="New absolute path for the project"),
is_active: Optional[bool] = Body(None, description="Status of the project (active/inactive)"),
) -> ProjectStatusResponse:
"""Update a project's information in configuration and database.
Args:
name: The name of the project to update
path: Optional new absolute path for the project
is_active: Optional status update for the project
Returns:
Response confirming the project was updated
"""
try:
# Validate that path is absolute if provided
if path and not os.path.isabs(path):
raise HTTPException(status_code=400, detail="Path must be absolute")
# Get original project info for the response
old_project_info = ProjectItem(
name=name,
path=project_service.projects.get(name, ""),
)
if path:
await project_service.move_project(name, path)
elif is_active is not None:
await project_service.update_project(name, is_active=is_active)
# Get updated project info
updated_path = path if path else project_service.projects.get(name, "")
return ProjectStatusResponse(
message=f"Project '{name}' updated successfully",
status="success",
default=(name == project_service.default_project),
old_project=old_project_info,
new_project=ProjectItem(name=name, path=updated_path),
)
except ValueError as e:
raise HTTPException(status_code=400, detail=str(e))
# Sync project filesystem
@project_router.post("/sync")
async def sync_project(
background_tasks: BackgroundTasks,
sync_service: SyncServiceDep,
project_config: ProjectConfigDep,
):
"""Force project filesystem sync to database.
Scans the project directory and updates the database with any new or modified files.
Args:
background_tasks: FastAPI background tasks
sync_service: Sync service for this project
project_config: Project configuration
Returns:
Response confirming sync was initiated
"""
background_tasks.add_task(sync_service.sync, project_config.home, project_config.name)
logger.info(f"Filesystem sync initiated for project: {project_config.name}")
return {
"status": "sync_started",
"message": f"Filesystem sync initiated for project '{project_config.name}'",
}
@project_router.post("/status", response_model=SyncReportResponse)
async def project_sync_status(
sync_service: SyncServiceDep,
project_config: ProjectConfigDep,
) -> SyncReportResponse:
"""Scan directory for changes compared to database state.
Args:
sync_service: Sync service for this project
project_config: Project configuration
Returns:
Scan report with details on files that need syncing
"""
logger.info(f"Scanning filesystem for project: {project_config.name}")
sync_report = await sync_service.scan(project_config.home)
return SyncReportResponse.from_sync_report(sync_report)
# List all available projects
@project_resource_router.get("/projects", response_model=ProjectList)
async def list_projects(
project_service: ProjectServiceDep,
) -> ProjectList:
"""List all configured projects.
Returns:
A list of all projects with metadata
"""
projects = await project_service.list_projects()
default_project = project_service.default_project
project_items = [
ProjectItem(
name=project.name,
path=project.path,
is_default=project.is_default or False,
)
for project in projects
]
return ProjectList(
projects=project_items,
default_project=default_project,
)
# Add a new project
@project_resource_router.post("/projects", response_model=ProjectStatusResponse)
async def add_project(
project_data: ProjectInfoRequest,
project_service: ProjectServiceDep,
) -> ProjectStatusResponse:
"""Add a new project to configuration and database.
Args:
project_data: The project name and path, with option to set as default
Returns:
Response confirming the project was added
"""
try: # pragma: no cover
# The service layer now handles cloud mode validation and path sanitization
await project_service.add_project(
project_data.name, project_data.path, set_default=project_data.set_default
)
return ProjectStatusResponse( # pyright: ignore [reportCallIssue]
message=f"Project '{project_data.name}' added successfully",
status="success",
default=project_data.set_default,
new_project=ProjectItem(
name=project_data.name, path=project_data.path, is_default=project_data.set_default
),
)
except ValueError as e: # pragma: no cover
raise HTTPException(status_code=400, detail=str(e))
# Remove a project
@project_resource_router.delete("/{name}", response_model=ProjectStatusResponse)
async def remove_project(
project_service: ProjectServiceDep,
name: str = Path(..., description="Name of the project to remove"),
) -> ProjectStatusResponse:
"""Remove a project from configuration and database.
Args:
name: The name of the project to remove
Returns:
Response confirming the project was removed
"""
try:
old_project = await project_service.get_project(name)
if not old_project: # pragma: no cover
raise HTTPException(
status_code=404, detail=f"Project: '{name}' does not exist"
) # pragma: no cover
await project_service.remove_project(name)
return ProjectStatusResponse(
message=f"Project '{name}' removed successfully",
status="success",
default=False,
old_project=ProjectItem(name=old_project.name, path=old_project.path),
new_project=None,
)
except ValueError as e: # pragma: no cover
raise HTTPException(status_code=400, detail=str(e))
# Set a project as default
@project_resource_router.put("/{name}/default", response_model=ProjectStatusResponse)
async def set_default_project(
project_service: ProjectServiceDep,
name: str = Path(..., description="Name of the project to set as default"),
) -> ProjectStatusResponse:
"""Set a project as the default project.
Args:
name: The name of the project to set as default
Returns:
Response confirming the project was set as default
"""
try:
# Get the old default project
default_name = project_service.default_project
default_project = await project_service.get_project(default_name)
if not default_project: # pragma: no cover
raise HTTPException( # pragma: no cover
status_code=404, detail=f"Default Project: '{default_name}' does not exist"
)
# get the new project
new_default_project = await project_service.get_project(name)
if not new_default_project: # pragma: no cover
raise HTTPException(
status_code=404, detail=f"Project: '{name}' does not exist"
) # pragma: no cover
await project_service.set_default_project(name)
return ProjectStatusResponse(
message=f"Project '{name}' set as default successfully",
status="success",
default=True,
old_project=ProjectItem(name=default_name, path=default_project.path),
new_project=ProjectItem(
name=name,
path=new_default_project.path,
is_default=True,
),
)
except ValueError as e: # pragma: no cover
raise HTTPException(status_code=400, detail=str(e))
# Get the default project
@project_resource_router.get("/default", response_model=ProjectItem)
async def get_default_project(
project_service: ProjectServiceDep,
) -> ProjectItem:
"""Get the default project.
Returns:
Response with project default information
"""
# Get the old default project
default_name = project_service.default_project
default_project = await project_service.get_project(default_name)
if not default_project: # pragma: no cover
raise HTTPException( # pragma: no cover
status_code=404, detail=f"Default Project: '{default_name}' does not exist"
)
return ProjectItem(name=default_project.name, path=default_project.path, is_default=True)
# Synchronize projects between config and database
@project_resource_router.post("/config/sync", response_model=ProjectStatusResponse)
async def synchronize_projects(
project_service: ProjectServiceDep,
) -> ProjectStatusResponse:
"""Synchronize projects between configuration file and database.
Ensures that all projects in the configuration file exist in the database
and vice versa.
Returns:
Response confirming synchronization was completed
"""
try: # pragma: no cover
await project_service.synchronize_projects()
return ProjectStatusResponse( # pyright: ignore [reportCallIssue]
message="Projects synchronized successfully between configuration and database",
status="success",
default=False,
)
except ValueError as e: # pragma: no cover
raise HTTPException(status_code=400, detail=str(e))
@@ -1,260 +0,0 @@
"""Router for prompt-related operations.
This router is responsible for rendering various prompts using Handlebars templates.
It centralizes all prompt formatting logic that was previously in the MCP prompts.
"""
from datetime import datetime, timezone
from fastapi import APIRouter, HTTPException, status
from loguru import logger
from basic_memory.api.routers.utils import to_graph_context, to_search_results
from basic_memory.api.template_loader import template_loader
from basic_memory.schemas.base import parse_timeframe
from basic_memory.deps import (
ContextServiceDep,
EntityRepositoryDep,
SearchServiceDep,
EntityServiceDep,
)
from basic_memory.schemas.prompt import (
ContinueConversationRequest,
SearchPromptRequest,
PromptResponse,
PromptMetadata,
)
from basic_memory.schemas.search import SearchItemType, SearchQuery
router = APIRouter(prefix="/prompt", tags=["prompt"])
@router.post("/continue-conversation", response_model=PromptResponse)
async def continue_conversation(
search_service: SearchServiceDep,
entity_service: EntityServiceDep,
context_service: ContextServiceDep,
entity_repository: EntityRepositoryDep,
request: ContinueConversationRequest,
) -> PromptResponse:
"""Generate a prompt for continuing a conversation.
This endpoint takes a topic and/or timeframe and generates a prompt with
relevant context from the knowledge base.
Args:
request: The request parameters
Returns:
Formatted continuation prompt with context
"""
logger.info(
f"Generating continue conversation prompt, topic: {request.topic}, timeframe: {request.timeframe}"
)
since = parse_timeframe(request.timeframe) if request.timeframe else None
# Initialize search results
search_results = []
# Get data needed for template
if request.topic:
query = SearchQuery(text=request.topic, after_date=request.timeframe)
results = await search_service.search(query, limit=request.search_items_limit)
search_results = await to_search_results(entity_service, results)
# Build context from results
all_hierarchical_results = []
for result in search_results:
if hasattr(result, "permalink") and result.permalink:
# Get hierarchical context using the new dataclass-based approach
context_result = await context_service.build_context(
result.permalink,
depth=request.depth,
since=since,
max_related=request.related_items_limit,
include_observations=True, # Include observations for entities
)
# Process results into the schema format
graph_context = await to_graph_context(
context_result, entity_repository=entity_repository
)
# Add results to our collection (limit to top results for each permalink)
if graph_context.results:
all_hierarchical_results.extend(graph_context.results[:3])
# Limit to a reasonable number of total results
all_hierarchical_results = all_hierarchical_results[:10]
template_context = {
"topic": request.topic,
"timeframe": request.timeframe,
"hierarchical_results": all_hierarchical_results,
"has_results": len(all_hierarchical_results) > 0,
}
else:
# If no topic, get recent activity
context_result = await context_service.build_context(
types=[SearchItemType.ENTITY],
depth=request.depth,
since=since,
max_related=request.related_items_limit,
include_observations=True,
)
recent_context = await to_graph_context(context_result, entity_repository=entity_repository)
hierarchical_results = recent_context.results[:5] # Limit to top 5 recent items
template_context = {
"topic": f"Recent Activity from ({request.timeframe})",
"timeframe": request.timeframe,
"hierarchical_results": hierarchical_results,
"has_results": len(hierarchical_results) > 0,
}
try:
# Render template
rendered_prompt = await template_loader.render(
"prompts/continue_conversation.hbs", template_context
)
# Calculate metadata
# Count items of different types
observation_count = 0
relation_count = 0
entity_count = 0
# Get the hierarchical results from the template context
hierarchical_results_for_count = template_context.get("hierarchical_results", [])
# For topic-based search
if request.topic:
for item in hierarchical_results_for_count:
if hasattr(item, "observations"):
observation_count += len(item.observations) if item.observations else 0
if hasattr(item, "related_results"):
for related in item.related_results or []:
if hasattr(related, "type"):
if related.type == "relation":
relation_count += 1
elif related.type == "entity": # pragma: no cover
entity_count += 1 # pragma: no cover
# For recent activity
else:
for item in hierarchical_results_for_count:
if hasattr(item, "observations"):
observation_count += len(item.observations) if item.observations else 0
if hasattr(item, "related_results"):
for related in item.related_results or []:
if hasattr(related, "type"):
if related.type == "relation":
relation_count += 1
elif related.type == "entity": # pragma: no cover
entity_count += 1 # pragma: no cover
# Build metadata
metadata = {
"query": request.topic,
"timeframe": request.timeframe,
"search_count": len(search_results)
if request.topic
else 0, # Original search results count
"context_count": len(hierarchical_results_for_count),
"observation_count": observation_count,
"relation_count": relation_count,
"total_items": (
len(hierarchical_results_for_count)
+ observation_count
+ relation_count
+ entity_count
),
"search_limit": request.search_items_limit,
"context_depth": request.depth,
"related_limit": request.related_items_limit,
"generated_at": datetime.now(timezone.utc).isoformat(),
}
prompt_metadata = PromptMetadata(**metadata)
return PromptResponse(
prompt=rendered_prompt, context=template_context, metadata=prompt_metadata
)
except Exception as e:
logger.error(f"Error rendering continue conversation template: {e}")
raise HTTPException(
status_code=status.HTTP_500_INTERNAL_SERVER_ERROR,
detail=f"Error rendering prompt template: {str(e)}",
)
@router.post("/search", response_model=PromptResponse)
async def search_prompt(
search_service: SearchServiceDep,
entity_service: EntityServiceDep,
request: SearchPromptRequest,
page: int = 1,
page_size: int = 10,
) -> PromptResponse:
"""Generate a prompt for search results.
This endpoint takes a search query and formats the results into a helpful
prompt with context and suggestions.
Args:
request: The search parameters
page: The page number for pagination
page_size: The number of results per page, defaults to 10
Returns:
Formatted search results prompt with context
"""
logger.info(f"Generating search prompt, query: {request.query}, timeframe: {request.timeframe}")
limit = page_size
offset = (page - 1) * page_size
query = SearchQuery(text=request.query, after_date=request.timeframe)
results = await search_service.search(query, limit=limit, offset=offset)
search_results = await to_search_results(entity_service, results)
template_context = {
"query": request.query,
"timeframe": request.timeframe,
"results": search_results,
"has_results": len(search_results) > 0,
"result_count": len(search_results),
}
try:
# Render template
rendered_prompt = await template_loader.render("prompts/search.hbs", template_context)
# Build metadata
metadata = {
"query": request.query,
"timeframe": request.timeframe,
"search_count": len(search_results),
"context_count": len(search_results),
"observation_count": 0, # Search results don't include observations
"relation_count": 0, # Search results don't include relations
"total_items": len(search_results),
"search_limit": limit,
"context_depth": 0, # No context depth for basic search
"related_limit": 0, # No related items for basic search
"generated_at": datetime.now(timezone.utc).isoformat(),
}
prompt_metadata = PromptMetadata(**metadata)
return PromptResponse(
prompt=rendered_prompt, context=template_context, metadata=prompt_metadata
)
except Exception as e:
logger.error(f"Error rendering search template: {e}")
raise HTTPException(
status_code=status.HTTP_500_INTERNAL_SERVER_ERROR,
detail=f"Error rendering prompt template: {str(e)}",
)
@@ -1,225 +0,0 @@
"""Routes for getting entity content."""
import tempfile
from pathlib import Path
from typing import Annotated
from fastapi import APIRouter, HTTPException, BackgroundTasks, Body
from fastapi.responses import FileResponse, JSONResponse
from loguru import logger
from basic_memory.deps import (
ProjectConfigDep,
LinkResolverDep,
SearchServiceDep,
EntityServiceDep,
FileServiceDep,
EntityRepositoryDep,
)
from basic_memory.repository.search_repository import SearchIndexRow
from basic_memory.schemas.memory import normalize_memory_url
from basic_memory.schemas.search import SearchQuery, SearchItemType
from basic_memory.models.knowledge import Entity as EntityModel
from datetime import datetime
router = APIRouter(prefix="/resource", tags=["resources"])
def get_entity_ids(item: SearchIndexRow) -> set[int]:
match item.type:
case SearchItemType.ENTITY:
return {item.id}
case SearchItemType.OBSERVATION:
return {item.entity_id} # pyright: ignore [reportReturnType]
case SearchItemType.RELATION:
from_entity = item.from_id
to_entity = item.to_id # pyright: ignore [reportReturnType]
return {from_entity, to_entity} if to_entity else {from_entity} # pyright: ignore [reportReturnType]
case _: # pragma: no cover
raise ValueError(f"Unexpected type: {item.type}")
@router.get("/{identifier:path}")
async def get_resource_content(
config: ProjectConfigDep,
link_resolver: LinkResolverDep,
search_service: SearchServiceDep,
entity_service: EntityServiceDep,
file_service: FileServiceDep,
background_tasks: BackgroundTasks,
identifier: str,
page: int = 1,
page_size: int = 10,
) -> FileResponse:
"""Get resource content by identifier: name or permalink."""
logger.debug(f"Getting content for: {identifier}")
# Find single entity by permalink
entity = await link_resolver.resolve_link(identifier)
results = [entity] if entity else []
# pagination for multiple results
limit = page_size
offset = (page - 1) * page_size
# search using the identifier as a permalink
if not results:
# if the identifier contains a wildcard, use GLOB search
query = (
SearchQuery(permalink_match=identifier)
if "*" in identifier
else SearchQuery(permalink=identifier)
)
search_results = await search_service.search(query, limit, offset)
if not search_results:
raise HTTPException(status_code=404, detail=f"Resource not found: {identifier}")
# get the deduplicated entities related to the search results
entity_ids = {id for result in search_results for id in get_entity_ids(result)}
results = await entity_service.get_entities_by_id(list(entity_ids))
# return single response
if len(results) == 1:
entity = results[0]
file_path = Path(f"{config.home}/{entity.file_path}")
if not file_path.exists():
raise HTTPException(
status_code=404,
detail=f"File not found: {file_path}",
)
return FileResponse(path=file_path)
# for multiple files, initialize a temporary file for writing the results
with tempfile.NamedTemporaryFile(delete=False, mode="w", suffix=".md") as tmp_file:
temp_file_path = tmp_file.name
for result in results:
# Read content for each entity
content = await file_service.read_entity_content(result)
memory_url = normalize_memory_url(result.permalink)
modified_date = result.updated_at.isoformat()
checksum = result.checksum[:8] if result.checksum else ""
# Prepare the delimited content
response_content = f"--- {memory_url} {modified_date} {checksum}\n"
response_content += f"\n{content}\n"
response_content += "\n"
# Write content directly to the temporary file in append mode
tmp_file.write(response_content)
# Ensure all content is written to disk
tmp_file.flush()
# Schedule the temporary file to be deleted after the response
background_tasks.add_task(cleanup_temp_file, temp_file_path)
# Return the file response
return FileResponse(path=temp_file_path)
def cleanup_temp_file(file_path: str):
"""Delete the temporary file."""
try:
Path(file_path).unlink() # Deletes the file
logger.debug(f"Temporary file deleted: {file_path}")
except Exception as e: # pragma: no cover
logger.error(f"Error deleting temporary file {file_path}: {e}")
@router.put("/{file_path:path}")
async def write_resource(
config: ProjectConfigDep,
file_service: FileServiceDep,
entity_repository: EntityRepositoryDep,
search_service: SearchServiceDep,
file_path: str,
content: Annotated[str, Body()],
) -> JSONResponse:
"""Write content to a file in the project.
This endpoint allows writing content directly to a file in the project.
Also creates an entity record and indexes the file for search.
Args:
file_path: Path to write to, relative to project root
request: Contains the content to write
Returns:
JSON response with file information
"""
try:
# Get content from request body
# Ensure it's UTF-8 string content
if isinstance(content, bytes): # pragma: no cover
content_str = content.decode("utf-8")
else:
content_str = str(content)
# Get full file path
full_path = Path(f"{config.home}/{file_path}")
# Ensure parent directory exists
full_path.parent.mkdir(parents=True, exist_ok=True)
# Write content to file
checksum = await file_service.write_file(full_path, content_str)
# Get file info
file_stats = file_service.file_stats(full_path)
# Determine file details
file_name = Path(file_path).name
content_type = file_service.content_type(full_path)
entity_type = "canvas" if file_path.endswith(".canvas") else "file"
# Check if entity already exists
existing_entity = await entity_repository.get_by_file_path(file_path)
if existing_entity:
# Update existing entity
entity = await entity_repository.update(
existing_entity.id,
{
"title": file_name,
"entity_type": entity_type,
"content_type": content_type,
"file_path": file_path,
"checksum": checksum,
"updated_at": datetime.fromtimestamp(file_stats.st_mtime).astimezone(),
},
)
status_code = 200
else:
# Create a new entity model
entity = EntityModel(
title=file_name,
entity_type=entity_type,
content_type=content_type,
file_path=file_path,
checksum=checksum,
created_at=datetime.fromtimestamp(file_stats.st_ctime).astimezone(),
updated_at=datetime.fromtimestamp(file_stats.st_mtime).astimezone(),
)
entity = await entity_repository.add(entity)
status_code = 201
# Index the file for search
await search_service.index_entity(entity) # pyright: ignore
# Return success response
return JSONResponse(
status_code=status_code,
content={
"file_path": file_path,
"checksum": checksum,
"size": file_stats.st_size,
"created_at": file_stats.st_ctime,
"modified_at": file_stats.st_mtime,
},
)
except Exception as e: # pragma: no cover
logger.error(f"Error writing resource {file_path}: {e}")
raise HTTPException(status_code=500, detail=f"Failed to write resource: {str(e)}")
@@ -1,36 +0,0 @@
"""Router for search operations."""
from fastapi import APIRouter, BackgroundTasks
from basic_memory.api.routers.utils import to_search_results
from basic_memory.schemas.search import SearchQuery, SearchResponse
from basic_memory.deps import SearchServiceDep, EntityServiceDep
router = APIRouter(prefix="/search", tags=["search"])
@router.post("/", response_model=SearchResponse)
async def search(
query: SearchQuery,
search_service: SearchServiceDep,
entity_service: EntityServiceDep,
page: int = 1,
page_size: int = 10,
):
"""Search across all knowledge and documents."""
limit = page_size
offset = (page - 1) * page_size
results = await search_service.search(query, limit=limit, offset=offset)
search_results = await to_search_results(entity_service, results)
return SearchResponse(
results=search_results,
current_page=page,
page_size=page_size,
)
@router.post("/reindex")
async def reindex(background_tasks: BackgroundTasks, search_service: SearchServiceDep):
"""Recreate and populate the search index."""
await search_service.reindex_all(background_tasks=background_tasks)
return {"status": "ok", "message": "Reindex initiated"}
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@@ -1,130 +0,0 @@
from typing import Optional, List
from basic_memory.repository import EntityRepository
from basic_memory.repository.search_repository import SearchIndexRow
from basic_memory.schemas.memory import (
EntitySummary,
ObservationSummary,
RelationSummary,
MemoryMetadata,
GraphContext,
ContextResult,
)
from basic_memory.schemas.search import SearchItemType, SearchResult
from basic_memory.services import EntityService
from basic_memory.services.context_service import (
ContextResultRow,
ContextResult as ServiceContextResult,
)
async def to_graph_context(
context_result: ServiceContextResult,
entity_repository: EntityRepository,
page: Optional[int] = None,
page_size: Optional[int] = None,
):
# Helper function to convert items to summaries
async def to_summary(item: SearchIndexRow | ContextResultRow):
match item.type:
case SearchItemType.ENTITY:
return EntitySummary(
title=item.title, # pyright: ignore
permalink=item.permalink,
content=item.content,
file_path=item.file_path,
created_at=item.created_at,
)
case SearchItemType.OBSERVATION:
return ObservationSummary(
title=item.title, # pyright: ignore
file_path=item.file_path,
category=item.category, # pyright: ignore
content=item.content, # pyright: ignore
permalink=item.permalink, # pyright: ignore
created_at=item.created_at,
)
case SearchItemType.RELATION:
from_entity = await entity_repository.find_by_id(item.from_id) # pyright: ignore
to_entity = await entity_repository.find_by_id(item.to_id) if item.to_id else None
return RelationSummary(
title=item.title, # pyright: ignore
file_path=item.file_path,
permalink=item.permalink, # pyright: ignore
relation_type=item.relation_type, # pyright: ignore
from_entity=from_entity.title if from_entity else None,
to_entity=to_entity.title if to_entity else None,
created_at=item.created_at,
)
case _: # pragma: no cover
raise ValueError(f"Unexpected type: {item.type}")
# Process the hierarchical results
hierarchical_results = []
for context_item in context_result.results:
# Process primary result
primary_result = await to_summary(context_item.primary_result)
# Process observations
observations = []
for obs in context_item.observations:
observations.append(await to_summary(obs))
# Process related results
related = []
for rel in context_item.related_results:
related.append(await to_summary(rel))
# Add to hierarchical results
hierarchical_results.append(
ContextResult(
primary_result=primary_result,
observations=observations,
related_results=related,
)
)
# Create schema metadata from service metadata
metadata = MemoryMetadata(
uri=context_result.metadata.uri,
types=context_result.metadata.types,
depth=context_result.metadata.depth,
timeframe=context_result.metadata.timeframe,
generated_at=context_result.metadata.generated_at,
primary_count=context_result.metadata.primary_count,
related_count=context_result.metadata.related_count,
total_results=context_result.metadata.primary_count + context_result.metadata.related_count,
total_relations=context_result.metadata.total_relations,
total_observations=context_result.metadata.total_observations,
)
# Return new GraphContext with just hierarchical results
return GraphContext(
results=hierarchical_results,
metadata=metadata,
page=page,
page_size=page_size,
)
async def to_search_results(entity_service: EntityService, results: List[SearchIndexRow]):
search_results = []
for r in results:
entities = await entity_service.get_entities_by_id([r.entity_id, r.from_id, r.to_id]) # pyright: ignore
search_results.append(
SearchResult(
title=r.title, # pyright: ignore
type=r.type, # pyright: ignore
permalink=r.permalink,
score=r.score, # pyright: ignore
entity=entities[0].permalink if entities else None,
content=r.content,
file_path=r.file_path,
metadata=r.metadata,
category=r.category,
from_entity=entities[0].permalink if entities else None,
to_entity=entities[1].permalink if len(entities) > 1 else None,
relation_type=r.relation_type,
)
)
return search_results
-292
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@@ -1,292 +0,0 @@
"""Template loading and rendering utilities for the Basic Memory API.
This module handles the loading and rendering of Handlebars templates from the
templates directory, providing a consistent interface for all prompt-related
formatting needs.
"""
import textwrap
from typing import Dict, Any, Optional, Callable
from pathlib import Path
import json
import datetime
import pybars
from loguru import logger
# Get the base path of the templates directory
TEMPLATES_DIR = Path(__file__).parent.parent / "templates"
# Custom helpers for Handlebars
def _date_helper(this, *args):
"""Format a date using the given format string."""
if len(args) < 1: # pragma: no cover
return ""
timestamp = args[0]
format_str = args[1] if len(args) > 1 else "%Y-%m-%d %H:%M"
if hasattr(timestamp, "strftime"):
result = timestamp.strftime(format_str)
elif isinstance(timestamp, str):
try:
dt = datetime.datetime.fromisoformat(timestamp)
result = dt.strftime(format_str)
except ValueError:
result = timestamp
else:
result = str(timestamp) # pragma: no cover
return pybars.strlist([result])
def _default_helper(this, *args):
"""Return a default value if the given value is None or empty."""
if len(args) < 2: # pragma: no cover
return ""
value = args[0]
default_value = args[1]
result = default_value if value is None or value == "" else value
# Use strlist for consistent handling of HTML escaping
return pybars.strlist([str(result)])
def _capitalize_helper(this, *args):
"""Capitalize the first letter of a string."""
if len(args) < 1: # pragma: no cover
return ""
text = args[0]
if not text or not isinstance(text, str): # pragma: no cover
result = ""
else:
result = text.capitalize()
return pybars.strlist([result])
def _round_helper(this, *args):
"""Round a number to the specified number of decimal places."""
if len(args) < 1:
return ""
value = args[0]
decimal_places = args[1] if len(args) > 1 else 2
try:
result = str(round(float(value), int(decimal_places)))
except (ValueError, TypeError):
result = str(value)
return pybars.strlist([result])
def _size_helper(this, *args):
"""Return the size/length of a collection."""
if len(args) < 1:
return 0
value = args[0]
if value is None:
result = "0"
elif isinstance(value, (list, tuple, dict, str)):
result = str(len(value)) # pragma: no cover
else: # pragma: no cover
result = "0"
return pybars.strlist([result])
def _json_helper(this, *args):
"""Convert a value to a JSON string."""
if len(args) < 1: # pragma: no cover
return "{}"
value = args[0]
# For pybars, we need to return a SafeString to prevent HTML escaping
result = json.dumps(value) # pragma: no cover
# Safe string implementation to prevent HTML escaping
return pybars.strlist([result])
def _math_helper(this, *args):
"""Perform basic math operations."""
if len(args) < 3:
return pybars.strlist(["Math error: Insufficient arguments"])
lhs = args[0]
operator = args[1]
rhs = args[2]
try:
lhs = float(lhs)
rhs = float(rhs)
if operator == "+":
result = str(lhs + rhs)
elif operator == "-":
result = str(lhs - rhs)
elif operator == "*":
result = str(lhs * rhs)
elif operator == "/":
result = str(lhs / rhs)
else:
result = f"Unsupported operator: {operator}"
except (ValueError, TypeError) as e:
result = f"Math error: {e}"
return pybars.strlist([result])
def _lt_helper(this, *args):
"""Check if left hand side is less than right hand side."""
if len(args) < 2:
return False
lhs = args[0]
rhs = args[1]
try:
return float(lhs) < float(rhs)
except (ValueError, TypeError):
# Fall back to string comparison for non-numeric values
return str(lhs) < str(rhs)
def _if_cond_helper(this, options, condition):
"""Block helper for custom if conditionals."""
if condition:
return options["fn"](this)
elif "inverse" in options:
return options["inverse"](this)
return "" # pragma: no cover
def _dedent_helper(this, options):
"""Dedent a block of text to remove common leading whitespace.
Usage:
{{#dedent}}
This text will have its
common leading whitespace removed
while preserving relative indentation.
{{/dedent}}
"""
if "fn" not in options: # pragma: no cover
return ""
# Get the content from the block
content = options["fn"](this)
# Convert to string if it's a strlist
if (
isinstance(content, list)
or hasattr(content, "__iter__")
and not isinstance(content, (str, bytes))
):
content_str = "".join(str(item) for item in content) # pragma: no cover
else:
content_str = str(content) # pragma: no cover
# Add trailing and leading newlines to ensure proper dedenting
# This is critical for textwrap.dedent to work correctly with mixed content
content_str = "\n" + content_str + "\n"
# Use textwrap to dedent the content and remove the extra newlines we added
dedented = textwrap.dedent(content_str)[1:-1]
# Return as a SafeString to prevent HTML escaping
return pybars.strlist([dedented]) # pragma: no cover
class TemplateLoader:
"""Loader for Handlebars templates.
This class is responsible for loading templates from disk and rendering
them with the provided context data.
"""
def __init__(self, template_dir: Optional[str] = None):
"""Initialize the template loader.
Args:
template_dir: Optional custom template directory path
"""
self.template_dir = Path(template_dir) if template_dir else TEMPLATES_DIR
self.template_cache: Dict[str, Callable] = {}
self.compiler = pybars.Compiler()
# Set up standard helpers
self.helpers = {
"date": _date_helper,
"default": _default_helper,
"capitalize": _capitalize_helper,
"round": _round_helper,
"size": _size_helper,
"json": _json_helper,
"math": _math_helper,
"lt": _lt_helper,
"if_cond": _if_cond_helper,
"dedent": _dedent_helper,
}
logger.debug(f"Initialized template loader with directory: {self.template_dir}")
def get_template(self, template_path: str) -> Callable:
"""Get a template by path, using cache if available.
Args:
template_path: The path to the template, relative to the templates directory
Returns:
The compiled Handlebars template
Raises:
FileNotFoundError: If the template doesn't exist
"""
if template_path in self.template_cache:
return self.template_cache[template_path]
# Convert from Liquid-style path to Handlebars extension
if template_path.endswith(".liquid"):
template_path = template_path.replace(".liquid", ".hbs")
elif not template_path.endswith(".hbs"):
template_path = f"{template_path}.hbs"
full_path = self.template_dir / template_path
if not full_path.exists():
raise FileNotFoundError(f"Template not found: {full_path}")
with open(full_path, "r", encoding="utf-8") as f:
template_str = f.read()
template = self.compiler.compile(template_str)
self.template_cache[template_path] = template
logger.debug(f"Loaded template: {template_path}")
return template
async def render(self, template_path: str, context: Dict[str, Any]) -> str:
"""Render a template with the given context.
Args:
template_path: The path to the template, relative to the templates directory
context: The context data to pass to the template
Returns:
The rendered template as a string
"""
template = self.get_template(template_path)
return template(context, helpers=self.helpers)
def clear_cache(self) -> None:
"""Clear the template cache."""
self.template_cache.clear()
logger.debug("Template cache cleared")
# Global template loader instance
template_loader = TemplateLoader()
-1
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@@ -1 +0,0 @@
"""CLI tools for basic-memory"""
-54
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@@ -1,54 +0,0 @@
from typing import Optional
import typer
from basic_memory.config import ConfigManager
def version_callback(value: bool) -> None:
"""Show version and exit."""
if value: # pragma: no cover
import basic_memory
typer.echo(f"Basic Memory version: {basic_memory.__version__}")
raise typer.Exit()
app = typer.Typer(name="basic-memory")
@app.callback()
def app_callback(
ctx: typer.Context,
version: Optional[bool] = typer.Option(
None,
"--version",
"-v",
help="Show version and exit.",
callback=version_callback,
is_eager=True,
),
) -> None:
"""Basic Memory - Local-first personal knowledge management."""
# Run initialization for every command unless --version was specified
if not version and ctx.invoked_subcommand is not None:
from basic_memory.services.initialization import ensure_initialization
app_config = ConfigManager().config
ensure_initialization(app_config)
## import
# Register sub-command groups
import_app = typer.Typer(help="Import data from various sources")
app.add_typer(import_app, name="import")
claude_app = typer.Typer(help="Import Conversations from Claude JSON export.")
import_app.add_typer(claude_app, name="claude")
## cloud
cloud_app = typer.Typer(help="Access Basic Memory Cloud")
app.add_typer(cloud_app, name="cloud")
-277
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@@ -1,277 +0,0 @@
"""WorkOS OAuth Device Authorization for CLI."""
import base64
import hashlib
import json
import os
import secrets
import time
import webbrowser
import httpx
from rich.console import Console
from basic_memory.config import ConfigManager
console = Console()
class CLIAuth:
"""Handles WorkOS OAuth Device Authorization for CLI tools."""
def __init__(self, client_id: str, authkit_domain: str):
self.client_id = client_id
self.authkit_domain = authkit_domain
app_config = ConfigManager().config
# Store tokens in data dir
self.token_file = app_config.data_dir_path / "basic-memory-cloud.json"
# PKCE parameters
self.code_verifier = None
self.code_challenge = None
def generate_pkce_pair(self) -> tuple[str, str]:
"""Generate PKCE code verifier and challenge."""
# Generate code verifier (43-128 characters)
code_verifier = base64.urlsafe_b64encode(secrets.token_bytes(32)).decode("utf-8")
code_verifier = code_verifier.rstrip("=")
# Generate code challenge (SHA256 hash of verifier)
challenge_bytes = hashlib.sha256(code_verifier.encode("utf-8")).digest()
code_challenge = base64.urlsafe_b64encode(challenge_bytes).decode("utf-8")
code_challenge = code_challenge.rstrip("=")
return code_verifier, code_challenge
async def request_device_authorization(self) -> dict | None:
"""Request device authorization from WorkOS with PKCE."""
device_auth_url = f"{self.authkit_domain}/oauth2/device_authorization"
# Generate PKCE pair
self.code_verifier, self.code_challenge = self.generate_pkce_pair()
data = {
"client_id": self.client_id,
"scope": "openid profile email offline_access",
"code_challenge": self.code_challenge,
"code_challenge_method": "S256",
}
try:
async with httpx.AsyncClient() as client:
response = await client.post(device_auth_url, data=data)
if response.status_code == 200:
return response.json()
else:
console.print(
f"[red]Device authorization failed: {response.status_code} - {response.text}[/red]"
)
return None
except Exception as e:
console.print(f"[red]Device authorization error: {e}[/red]")
return None
def display_user_instructions(self, device_response: dict) -> None:
"""Display user instructions for device authorization."""
user_code = device_response["user_code"]
verification_uri = device_response["verification_uri"]
verification_uri_complete = device_response.get("verification_uri_complete")
console.print("\n[bold blue]🔐 Authentication Required[/bold blue]")
console.print("\nTo authenticate, please visit:")
console.print(f"[bold cyan]{verification_uri}[/bold cyan]")
console.print(f"\nAnd enter this code: [bold yellow]{user_code}[/bold yellow]")
if verification_uri_complete:
console.print("\nOr for one-click access, visit:")
console.print(f"[bold green]{verification_uri_complete}[/bold green]")
# Try to open browser automatically
try:
console.print("\n[dim]Opening browser automatically...[/dim]")
webbrowser.open(verification_uri_complete)
except Exception:
pass # Silently fail if browser can't be opened
console.print("\n[dim]Waiting for you to complete authentication in your browser...[/dim]")
async def poll_for_token(self, device_code: str, interval: int = 5) -> dict | None:
"""Poll the token endpoint until user completes authentication."""
token_url = f"{self.authkit_domain}/oauth2/token"
data = {
"client_id": self.client_id,
"device_code": device_code,
"grant_type": "urn:ietf:params:oauth:grant-type:device_code",
"code_verifier": self.code_verifier,
}
max_attempts = 60 # 5 minutes with 5-second intervals
current_interval = interval
for _attempt in range(max_attempts):
try:
async with httpx.AsyncClient() as client:
response = await client.post(token_url, data=data)
if response.status_code == 200:
return response.json()
# Parse error response
try:
error_data = response.json()
error = error_data.get("error")
except Exception:
error = "unknown_error"
if error == "authorization_pending":
# User hasn't completed auth yet, keep polling
pass
elif error == "slow_down":
# Increase polling interval
current_interval += 5
console.print("[yellow]Slowing down polling rate...[/yellow]")
elif error == "access_denied":
console.print("[red]Authentication was denied by user[/red]")
return None
elif error == "expired_token":
console.print("[red]Device code has expired. Please try again.[/red]")
return None
else:
console.print(f"[red]Token polling error: {error}[/red]")
return None
except Exception as e:
console.print(f"[red]Token polling request error: {e}[/red]")
# Wait before next poll
await self._async_sleep(current_interval)
console.print("[red]Authentication timeout. Please try again.[/red]")
return None
async def _async_sleep(self, seconds: int) -> None:
"""Async sleep utility."""
import asyncio
await asyncio.sleep(seconds)
def save_tokens(self, tokens: dict) -> None:
"""Save tokens to project root as .bm-auth.json."""
token_data = {
"access_token": tokens["access_token"],
"refresh_token": tokens.get("refresh_token"),
"expires_at": int(time.time()) + tokens.get("expires_in", 3600),
"token_type": tokens.get("token_type", "Bearer"),
}
with open(self.token_file, "w") as f:
json.dump(token_data, f, indent=2)
# Secure the token file
os.chmod(self.token_file, 0o600)
console.print(f"[green]✓ Tokens saved to {self.token_file}[/green]")
def load_tokens(self) -> dict | None:
"""Load tokens from .bm-auth.json file."""
if not self.token_file.exists():
return None
try:
with open(self.token_file) as f:
return json.load(f)
except (OSError, json.JSONDecodeError):
return None
def is_token_valid(self, tokens: dict) -> bool:
"""Check if stored token is still valid."""
expires_at = tokens.get("expires_at", 0)
# Add 60 second buffer for clock skew
return time.time() < (expires_at - 60)
async def refresh_token(self, refresh_token: str) -> dict | None:
"""Refresh access token using refresh token."""
token_url = f"{self.authkit_domain}/oauth2/token"
data = {
"client_id": self.client_id,
"grant_type": "refresh_token",
"refresh_token": refresh_token,
}
try:
async with httpx.AsyncClient() as client:
response = await client.post(token_url, data=data)
if response.status_code == 200:
return response.json()
else:
console.print(
f"[red]Token refresh failed: {response.status_code} - {response.text}[/red]"
)
return None
except Exception as e:
console.print(f"[red]Token refresh error: {e}[/red]")
return None
async def get_valid_token(self) -> str | None:
"""Get valid access token, refresh if needed."""
tokens = self.load_tokens()
if not tokens:
return None
if self.is_token_valid(tokens):
return tokens["access_token"]
# Token expired - try to refresh if we have a refresh token
refresh_token = tokens.get("refresh_token")
if refresh_token:
console.print("[yellow]Access token expired, refreshing...[/yellow]")
new_tokens = await self.refresh_token(refresh_token)
if new_tokens:
# Save new tokens (may include rotated refresh token)
self.save_tokens(new_tokens)
console.print("[green]✓ Token refreshed successfully[/green]")
return new_tokens["access_token"]
else:
console.print("[yellow]Token refresh failed. Please run 'login' again.[/yellow]")
return None
else:
console.print("[yellow]No refresh token available. Please run 'login' again.[/yellow]")
return None
async def login(self) -> bool:
"""Perform OAuth Device Authorization login flow."""
console.print("[blue]Initiating authentication...[/blue]")
# Step 1: Request device authorization
device_response = await self.request_device_authorization()
if not device_response:
return False
# Step 2: Display user instructions
self.display_user_instructions(device_response)
# Step 3: Poll for token
device_code = device_response["device_code"]
interval = device_response.get("interval", 5)
tokens = await self.poll_for_token(device_code, interval)
if not tokens:
return False
# Step 4: Save tokens
self.save_tokens(tokens)
console.print("\n[green]✅ Successfully authenticated with Basic Memory Cloud![/green]")
return True
def logout(self) -> None:
"""Remove stored authentication tokens."""
if self.token_file.exists():
self.token_file.unlink()
console.print("[green]✓ Logged out successfully[/green]")
else:
console.print("[yellow]No stored authentication found[/yellow]")
-17
View File
@@ -1,17 +0,0 @@
"""CLI commands for basic-memory."""
from . import status, sync, db, import_memory_json, mcp, import_claude_conversations
from . import import_claude_projects, import_chatgpt, tool, project
__all__ = [
"status",
"sync",
"db",
"import_memory_json",
"mcp",
"import_claude_conversations",
"import_claude_projects",
"import_chatgpt",
"tool",
"project",
]
@@ -1,6 +0,0 @@
"""Cloud commands package."""
# Import all commands to register them with typer
from basic_memory.cli.commands.cloud.core_commands import * # noqa: F401,F403
from basic_memory.cli.commands.cloud.api_client import get_authenticated_headers, get_cloud_config # noqa: F401
from basic_memory.cli.commands.cloud.upload_command import * # noqa: F401,F403
@@ -1,112 +0,0 @@
"""Cloud API client utilities."""
from typing import Optional
import httpx
import typer
from rich.console import Console
from basic_memory.cli.auth import CLIAuth
from basic_memory.config import ConfigManager
console = Console()
class CloudAPIError(Exception):
"""Exception raised for cloud API errors."""
def __init__(
self, message: str, status_code: Optional[int] = None, detail: Optional[dict] = None
):
super().__init__(message)
self.status_code = status_code
self.detail = detail or {}
class SubscriptionRequiredError(CloudAPIError):
"""Exception raised when user needs an active subscription."""
def __init__(self, message: str, subscribe_url: str):
super().__init__(message, status_code=403, detail={"error": "subscription_required"})
self.subscribe_url = subscribe_url
def get_cloud_config() -> tuple[str, str, str]:
"""Get cloud OAuth configuration from config."""
config_manager = ConfigManager()
config = config_manager.config
return config.cloud_client_id, config.cloud_domain, config.cloud_host
async def get_authenticated_headers() -> dict[str, str]:
"""
Get authentication headers with JWT token.
handles jwt refresh if needed.
"""
client_id, domain, _ = get_cloud_config()
auth = CLIAuth(client_id=client_id, authkit_domain=domain)
token = await auth.get_valid_token()
if not token:
console.print("[red]Not authenticated. Please run 'basic-memory cloud login' first.[/red]")
raise typer.Exit(1)
return {"Authorization": f"Bearer {token}"}
async def make_api_request(
method: str,
url: str,
headers: Optional[dict] = None,
json_data: Optional[dict] = None,
timeout: float = 30.0,
) -> httpx.Response:
"""Make an API request to the cloud service."""
headers = headers or {}
auth_headers = await get_authenticated_headers()
headers.update(auth_headers)
# Add debug headers to help with compression issues
headers.setdefault("Accept-Encoding", "identity") # Disable compression for debugging
async with httpx.AsyncClient(timeout=timeout) as client:
try:
response = await client.request(method=method, url=url, headers=headers, json=json_data)
response.raise_for_status()
return response
except httpx.HTTPError as e:
# Check if this is a response error with response details
if hasattr(e, "response") and e.response is not None: # pyright: ignore [reportAttributeAccessIssue]
response = e.response # type: ignore
# Try to parse error detail from response
error_detail = None
try:
error_detail = response.json()
except Exception:
# If JSON parsing fails, we'll handle it as a generic error
pass
# Check for subscription_required error (403)
if response.status_code == 403 and isinstance(error_detail, dict):
# Handle both FastAPI HTTPException format (nested under "detail")
# and direct format
detail_obj = error_detail.get("detail", error_detail)
if (
isinstance(detail_obj, dict)
and detail_obj.get("error") == "subscription_required"
):
message = detail_obj.get("message", "Active subscription required")
subscribe_url = detail_obj.get(
"subscribe_url", "https://basicmemory.com/subscribe"
)
raise SubscriptionRequiredError(
message=message, subscribe_url=subscribe_url
) from e
# Raise generic CloudAPIError with status code and detail
raise CloudAPIError(
f"API request failed: {e}",
status_code=response.status_code,
detail=error_detail if isinstance(error_detail, dict) else {},
) from e
raise CloudAPIError(f"API request failed: {e}") from e
@@ -1,765 +0,0 @@
"""Cloud bisync commands for Basic Memory CLI."""
import asyncio
import subprocess
import time
from datetime import datetime
from pathlib import Path
from typing import Optional
import typer
from rich.console import Console
from rich.table import Table
from basic_memory.cli.commands.cloud.api_client import CloudAPIError, make_api_request
from basic_memory.cli.commands.cloud.cloud_utils import (
create_cloud_project,
fetch_cloud_projects,
)
from basic_memory.cli.commands.cloud.rclone_config import (
add_tenant_to_rclone_config,
)
from basic_memory.cli.commands.cloud.rclone_installer import RcloneInstallError, install_rclone
from basic_memory.config import ConfigManager
from basic_memory.ignore_utils import get_bmignore_path, create_default_bmignore
from basic_memory.schemas.cloud import (
TenantMountInfo,
MountCredentials,
)
console = Console()
class BisyncError(Exception):
"""Exception raised for bisync-related errors."""
pass
class RcloneBisyncProfile:
"""Bisync profile with safety settings."""
def __init__(
self,
name: str,
conflict_resolve: str,
max_delete: int,
check_access: bool,
description: str,
extra_args: Optional[list[str]] = None,
):
self.name = name
self.conflict_resolve = conflict_resolve
self.max_delete = max_delete
self.check_access = check_access
self.description = description
self.extra_args = extra_args or []
# Bisync profiles based on SPEC-9 Phase 2.1
BISYNC_PROFILES = {
"safe": RcloneBisyncProfile(
name="safe",
conflict_resolve="none",
max_delete=10,
check_access=False,
description="Safe mode with conflict preservation (keeps both versions)",
),
"balanced": RcloneBisyncProfile(
name="balanced",
conflict_resolve="newer",
max_delete=25,
check_access=False,
description="Balanced mode - auto-resolve to newer file (recommended)",
),
"fast": RcloneBisyncProfile(
name="fast",
conflict_resolve="newer",
max_delete=50,
check_access=False,
description="Fast mode for rapid iteration (skip verification)",
),
}
async def get_mount_info() -> TenantMountInfo:
"""Get current tenant information from cloud API."""
try:
config_manager = ConfigManager()
config = config_manager.config
host_url = config.cloud_host.rstrip("/")
response = await make_api_request(method="GET", url=f"{host_url}/tenant/mount/info")
return TenantMountInfo.model_validate(response.json())
except Exception as e:
raise BisyncError(f"Failed to get tenant info: {e}") from e
async def generate_mount_credentials(tenant_id: str) -> MountCredentials:
"""Generate scoped credentials for syncing."""
try:
config_manager = ConfigManager()
config = config_manager.config
host_url = config.cloud_host.rstrip("/")
response = await make_api_request(method="POST", url=f"{host_url}/tenant/mount/credentials")
return MountCredentials.model_validate(response.json())
except Exception as e:
raise BisyncError(f"Failed to generate credentials: {e}") from e
def scan_local_directories(sync_dir: Path) -> list[str]:
"""Scan local sync directory for project folders.
Args:
sync_dir: Path to bisync directory
Returns:
List of directory names (project names)
"""
if not sync_dir.exists():
return []
directories = []
for item in sync_dir.iterdir():
if item.is_dir() and not item.name.startswith("."):
directories.append(item.name)
return directories
def get_bisync_state_path(tenant_id: str) -> Path:
"""Get path to bisync state directory."""
return Path.home() / ".basic-memory" / "bisync-state" / tenant_id
def get_bisync_directory() -> Path:
"""Get bisync directory from config.
Returns:
Path to bisync directory (default: ~/basic-memory-cloud-sync)
"""
config_manager = ConfigManager()
config = config_manager.config
sync_dir = config.bisync_config.get("sync_dir", str(Path.home() / "basic-memory-cloud-sync"))
return Path(sync_dir).expanduser().resolve()
def validate_bisync_directory(bisync_dir: Path) -> None:
"""Validate bisync directory doesn't conflict with mount.
Raises:
BisyncError: If bisync directory conflicts with mount directory
"""
# Get fixed mount directory
mount_dir = (Path.home() / "basic-memory-cloud").resolve()
# Check if bisync dir is the same as mount dir
if bisync_dir == mount_dir:
raise BisyncError(
f"Cannot use {bisync_dir} for bisync - it's the mount directory!\n"
f"Mount and bisync must use different directories.\n\n"
f"Options:\n"
f" 1. Use default: ~/basic-memory-cloud-sync/\n"
f" 2. Specify different directory: --dir ~/my-sync-folder"
)
# Check if mount is active at this location
result = subprocess.run(["mount"], capture_output=True, text=True)
if str(bisync_dir) in result.stdout and "rclone" in result.stdout:
raise BisyncError(
f"{bisync_dir} is currently mounted via 'bm cloud mount'\n"
f"Cannot use mounted directory for bisync.\n\n"
f"Either:\n"
f" 1. Unmount first: bm cloud unmount\n"
f" 2. Use different directory for bisync"
)
def convert_bmignore_to_rclone_filters() -> Path:
"""Convert .bmignore patterns to rclone filter format.
Reads ~/.basic-memory/.bmignore (gitignore-style) and converts to
~/.basic-memory/.bmignore.rclone (rclone filter format).
Only regenerates if .bmignore has been modified since last conversion.
Returns:
Path to converted rclone filter file
"""
# Ensure .bmignore exists
create_default_bmignore()
bmignore_path = get_bmignore_path()
# Create rclone filter path: ~/.basic-memory/.bmignore -> ~/.basic-memory/.bmignore.rclone
rclone_filter_path = bmignore_path.parent / f"{bmignore_path.name}.rclone"
# Skip regeneration if rclone file is newer than bmignore
if rclone_filter_path.exists():
bmignore_mtime = bmignore_path.stat().st_mtime
rclone_mtime = rclone_filter_path.stat().st_mtime
if rclone_mtime >= bmignore_mtime:
return rclone_filter_path
# Read .bmignore patterns
patterns = []
try:
with bmignore_path.open("r", encoding="utf-8") as f:
for line in f:
line = line.strip()
# Keep comments and empty lines
if not line or line.startswith("#"):
patterns.append(line)
continue
# Convert gitignore pattern to rclone filter syntax
# gitignore: node_modules → rclone: - node_modules/**
# gitignore: *.pyc → rclone: - *.pyc
if "*" in line:
# Pattern already has wildcard, just add exclude prefix
patterns.append(f"- {line}")
else:
# Directory pattern - add /** for recursive exclude
patterns.append(f"- {line}/**")
except Exception:
# If we can't read the file, create a minimal filter
patterns = ["# Error reading .bmignore, using minimal filters", "- .git/**"]
# Write rclone filter file
rclone_filter_path.write_text("\n".join(patterns) + "\n")
return rclone_filter_path
def get_bisync_filter_path() -> Path:
"""Get path to bisync filter file.
Uses ~/.basic-memory/.bmignore (converted to rclone format).
The file is automatically created with default patterns on first use.
Returns:
Path to rclone filter file
"""
return convert_bmignore_to_rclone_filters()
def bisync_state_exists(tenant_id: str) -> bool:
"""Check if bisync state exists (has been initialized)."""
state_path = get_bisync_state_path(tenant_id)
return state_path.exists() and any(state_path.iterdir())
def build_bisync_command(
tenant_id: str,
bucket_name: str,
local_path: Path,
profile: RcloneBisyncProfile,
dry_run: bool = False,
resync: bool = False,
verbose: bool = False,
) -> list[str]:
"""Build rclone bisync command with profile settings."""
# Sync with the entire bucket root (all projects)
rclone_remote = f"basic-memory-{tenant_id}:{bucket_name}"
filter_path = get_bisync_filter_path()
state_path = get_bisync_state_path(tenant_id)
# Ensure state directory exists
state_path.mkdir(parents=True, exist_ok=True)
cmd = [
"rclone",
"bisync",
str(local_path),
rclone_remote,
"--create-empty-src-dirs",
"--resilient",
f"--conflict-resolve={profile.conflict_resolve}",
f"--max-delete={profile.max_delete}",
"--filters-file",
str(filter_path),
"--workdir",
str(state_path),
]
# Add verbosity flags
if verbose:
cmd.append("--verbose") # Full details with file-by-file output
else:
# Show progress bar during transfers
cmd.append("--progress")
if profile.check_access:
cmd.append("--check-access")
if dry_run:
cmd.append("--dry-run")
if resync:
cmd.append("--resync")
cmd.extend(profile.extra_args)
return cmd
def setup_cloud_bisync(sync_dir: Optional[str] = None) -> None:
"""Set up cloud bisync with rclone installation and configuration.
Args:
sync_dir: Optional custom sync directory path. If not provided, uses config default.
"""
console.print("[bold blue]Basic Memory Cloud Bisync Setup[/bold blue]")
console.print("Setting up bidirectional sync to your cloud tenant...\n")
try:
# Step 1: Install rclone
console.print("[blue]Step 1: Installing rclone...[/blue]")
install_rclone()
# Step 2: Get mount info (for tenant_id, bucket)
console.print("\n[blue]Step 2: Getting tenant information...[/blue]")
tenant_info = asyncio.run(get_mount_info())
tenant_id = tenant_info.tenant_id
bucket_name = tenant_info.bucket_name
console.print(f"[green]✓ Found tenant: {tenant_id}[/green]")
console.print(f"[green]✓ Bucket: {bucket_name}[/green]")
# Step 3: Generate credentials
console.print("\n[blue]Step 3: Generating sync credentials...[/blue]")
creds = asyncio.run(generate_mount_credentials(tenant_id))
access_key = creds.access_key
secret_key = creds.secret_key
console.print("[green]✓ Generated secure credentials[/green]")
# Step 4: Configure rclone
console.print("\n[blue]Step 4: Configuring rclone...[/blue]")
add_tenant_to_rclone_config(
tenant_id=tenant_id,
bucket_name=bucket_name,
access_key=access_key,
secret_key=secret_key,
)
# Step 5: Configure and create local directory
console.print("\n[blue]Step 5: Configuring sync directory...[/blue]")
# If custom sync_dir provided, save to config
if sync_dir:
config_manager = ConfigManager()
config = config_manager.load_config()
config.bisync_config["sync_dir"] = sync_dir
config_manager.save_config(config)
console.print("[green]✓ Saved custom sync directory to config[/green]")
# Get bisync directory (from config or default)
local_path = get_bisync_directory()
# Validate bisync directory
validate_bisync_directory(local_path)
# Create directory
local_path.mkdir(parents=True, exist_ok=True)
console.print(f"[green]✓ Created sync directory: {local_path}[/green]")
# Step 6: Perform initial resync
console.print("\n[blue]Step 6: Performing initial sync...[/blue]")
console.print("[yellow]This will establish the baseline for bidirectional sync.[/yellow]")
run_bisync(
tenant_id=tenant_id,
bucket_name=bucket_name,
local_path=local_path,
profile_name="balanced",
resync=True,
)
console.print("\n[bold green]✓ Bisync setup completed successfully![/bold green]")
console.print("\nYour local files will now sync bidirectionally with the cloud!")
console.print(f"\nLocal directory: {local_path}")
console.print("\nUseful commands:")
console.print(" bm sync # Run sync (recommended)")
console.print(" bm sync --watch # Start watch mode")
console.print(" bm cloud status # Check sync status")
console.print(" bm cloud check # Verify file integrity")
console.print(" bm cloud bisync --dry-run # Preview changes (advanced)")
except (RcloneInstallError, BisyncError, CloudAPIError) as e:
console.print(f"\n[red]Setup failed: {e}[/red]")
raise typer.Exit(1)
except Exception as e:
console.print(f"\n[red]Unexpected error during setup: {e}[/red]")
raise typer.Exit(1)
def run_bisync(
tenant_id: Optional[str] = None,
bucket_name: Optional[str] = None,
local_path: Optional[Path] = None,
profile_name: str = "balanced",
dry_run: bool = False,
resync: bool = False,
verbose: bool = False,
) -> bool:
"""Run rclone bisync with specified profile."""
try:
# Get tenant info if not provided
if not tenant_id or not bucket_name:
tenant_info = asyncio.run(get_mount_info())
tenant_id = tenant_info.tenant_id
bucket_name = tenant_info.bucket_name
# Set default local path if not provided
if not local_path:
local_path = get_bisync_directory()
# Validate bisync directory
validate_bisync_directory(local_path)
# Check if local path exists
if not local_path.exists():
raise BisyncError(
f"Local directory {local_path} does not exist. Run 'basic-memory cloud bisync-setup' first."
)
# Get bisync profile
if profile_name not in BISYNC_PROFILES:
raise BisyncError(
f"Unknown profile: {profile_name}. Available: {list(BISYNC_PROFILES.keys())}"
)
profile = BISYNC_PROFILES[profile_name]
# Auto-register projects before sync (unless dry-run or resync)
if not dry_run and not resync:
try:
console.print("[dim]Checking for new projects...[/dim]")
# Fetch cloud projects and extract directory names from paths
cloud_data = asyncio.run(fetch_cloud_projects())
cloud_projects = cloud_data.projects
# Extract directory names from cloud project paths
# Compare directory names, not project names
# Cloud path /app/data/basic-memory -> directory name "basic-memory"
cloud_dir_names = set()
for p in cloud_projects:
path = p.path
# Strip /app/data/ prefix if present (cloud mode)
if path.startswith("/app/data/"):
path = path[len("/app/data/") :]
# Get the last segment (directory name)
dir_name = Path(path).name
cloud_dir_names.add(dir_name)
# Scan local directories
local_dirs = scan_local_directories(local_path)
# Create missing cloud projects
new_projects = []
for dir_name in local_dirs:
if dir_name not in cloud_dir_names:
new_projects.append(dir_name)
if new_projects:
console.print(
f"[blue]Found {len(new_projects)} new local project(s), creating on cloud...[/blue]"
)
for project_name in new_projects:
try:
asyncio.run(create_cloud_project(project_name))
console.print(f"[green] ✓ Created project: {project_name}[/green]")
except BisyncError as e:
console.print(
f"[yellow] ⚠ Could not create {project_name}: {e}[/yellow]"
)
else:
console.print("[dim]All local projects already registered on cloud[/dim]")
except Exception as e:
console.print(f"[yellow]Warning: Project auto-registration failed: {e}[/yellow]")
console.print("[yellow]Continuing with sync anyway...[/yellow]")
# Check if first run and require resync
if not resync and not bisync_state_exists(tenant_id) and not dry_run:
raise BisyncError(
"First bisync requires --resync to establish baseline. "
"Run: basic-memory cloud bisync --resync"
)
# Build and execute bisync command
bisync_cmd = build_bisync_command(
tenant_id,
bucket_name,
local_path,
profile,
dry_run=dry_run,
resync=resync,
verbose=verbose,
)
if dry_run:
console.print("[yellow]DRY RUN MODE - No changes will be made[/yellow]")
console.print(
f"[blue]Running bisync with profile '{profile_name}' ({profile.description})...[/blue]"
)
console.print(f"[dim]Command: {' '.join(bisync_cmd)}[/dim]")
console.print() # Blank line before output
# Stream output in real-time so user sees progress
result = subprocess.run(bisync_cmd, text=True)
if result.returncode != 0:
raise BisyncError(f"Bisync command failed with code {result.returncode}")
console.print() # Blank line after output
if dry_run:
console.print("[green]✓ Dry run completed successfully[/green]")
elif resync:
console.print("[green]✓ Initial sync baseline established[/green]")
else:
console.print("[green]✓ Sync completed successfully[/green]")
# Notify container to refresh cache (if not dry run)
if not dry_run:
try:
asyncio.run(notify_container_sync(tenant_id))
except Exception as e:
console.print(f"[yellow]Warning: Could not notify container: {e}[/yellow]")
return True
except BisyncError:
raise
except Exception as e:
raise BisyncError(f"Unexpected error during bisync: {e}") from e
async def notify_container_sync(tenant_id: str) -> None:
"""Sync all projects after bisync completes."""
try:
from basic_memory.cli.commands.command_utils import run_sync
# Fetch all projects and sync each one
cloud_data = await fetch_cloud_projects()
projects = cloud_data.projects
if not projects:
console.print("[dim]No projects to sync[/dim]")
return
console.print(f"[blue]Notifying cloud to index {len(projects)} project(s)...[/blue]")
for project in projects:
project_name = project.name
if project_name:
try:
await run_sync(project=project_name)
except Exception as e:
# Non-critical, log and continue
console.print(f"[yellow] ⚠ Sync failed for {project_name}: {e}[/yellow]")
console.print("[dim]Note: Cloud indexing has started and may take a few moments[/dim]")
except Exception as e:
# Non-critical, don't fail the bisync
console.print(f"[yellow]Warning: Post-sync failed: {e}[/yellow]")
def run_bisync_watch(
tenant_id: Optional[str] = None,
bucket_name: Optional[str] = None,
local_path: Optional[Path] = None,
profile_name: str = "balanced",
interval_seconds: int = 60,
) -> None:
"""Run bisync in watch mode with periodic syncs."""
console.print("[bold blue]Starting bisync watch mode[/bold blue]")
console.print(f"Sync interval: {interval_seconds} seconds")
console.print("Press Ctrl+C to stop\n")
try:
while True:
try:
start_time = time.time()
run_bisync(
tenant_id=tenant_id,
bucket_name=bucket_name,
local_path=local_path,
profile_name=profile_name,
)
elapsed = time.time() - start_time
console.print(f"[dim]Sync completed in {elapsed:.1f}s[/dim]")
# Wait for next interval
time.sleep(interval_seconds)
except BisyncError as e:
console.print(f"[red]Sync error: {e}[/red]")
console.print(f"[yellow]Retrying in {interval_seconds} seconds...[/yellow]")
time.sleep(interval_seconds)
except KeyboardInterrupt:
console.print("\n[yellow]Watch mode stopped[/yellow]")
def show_bisync_status() -> None:
"""Show current bisync status and configuration."""
try:
# Get tenant info
tenant_info = asyncio.run(get_mount_info())
tenant_id = tenant_info.tenant_id
local_path = get_bisync_directory()
state_path = get_bisync_state_path(tenant_id)
# Create status table
table = Table(title="Cloud Bisync Status", show_header=True, header_style="bold blue")
table.add_column("Property", style="green", min_width=20)
table.add_column("Value", style="dim", min_width=30)
# Check initialization status
is_initialized = bisync_state_exists(tenant_id)
init_status = (
"[green]✓ Initialized[/green]" if is_initialized else "[red]✗ Not initialized[/red]"
)
table.add_row("Tenant ID", tenant_id)
table.add_row("Local Directory", str(local_path))
table.add_row("Status", init_status)
table.add_row("State Directory", str(state_path))
# Check for last sync info
if is_initialized:
# Look for most recent state file
state_files = list(state_path.glob("*.lst"))
if state_files:
latest = max(state_files, key=lambda p: p.stat().st_mtime)
last_sync = datetime.fromtimestamp(latest.stat().st_mtime)
table.add_row("Last Sync", last_sync.strftime("%Y-%m-%d %H:%M:%S"))
console.print(table)
# Show bisync profiles
console.print("\n[bold]Available bisync profiles:[/bold]")
for name, profile in BISYNC_PROFILES.items():
console.print(f" {name}: {profile.description}")
console.print(f" - Conflict resolution: {profile.conflict_resolve}")
console.print(f" - Max delete: {profile.max_delete} files")
console.print("\n[dim]To use a profile: bm cloud bisync --profile <name>[/dim]")
# Show setup instructions if not initialized
if not is_initialized:
console.print("\n[yellow]To initialize bisync, run:[/yellow]")
console.print(" bm cloud setup")
console.print(" or")
console.print(" bm cloud bisync --resync")
except Exception as e:
console.print(f"[red]Error getting bisync status: {e}[/red]")
raise typer.Exit(1)
def run_check(
tenant_id: Optional[str] = None,
bucket_name: Optional[str] = None,
local_path: Optional[Path] = None,
one_way: bool = False,
) -> bool:
"""Check file integrity between local and cloud using rclone check.
Args:
tenant_id: Cloud tenant ID (auto-detected if not provided)
bucket_name: S3 bucket name (auto-detected if not provided)
local_path: Local bisync directory (uses config default if not provided)
one_way: If True, only check for missing files on destination (faster)
Returns:
True if check passed (files match), False if differences found
"""
try:
# Check if rclone is installed
from basic_memory.cli.commands.cloud.rclone_installer import is_rclone_installed
if not is_rclone_installed():
raise BisyncError(
"rclone is not installed. Run 'bm cloud bisync-setup' first to set up cloud sync."
)
# Get tenant info if not provided
if not tenant_id or not bucket_name:
tenant_info = asyncio.run(get_mount_info())
tenant_id = tenant_id or tenant_info.tenant_id
bucket_name = bucket_name or tenant_info.bucket_name
# Get local path from config
if not local_path:
local_path = get_bisync_directory()
# Check if bisync is initialized
if not bisync_state_exists(tenant_id):
raise BisyncError(
"Bisync not initialized. Run 'bm cloud bisync --resync' to establish baseline."
)
# Build rclone check command
rclone_remote = f"basic-memory-{tenant_id}:{bucket_name}"
filter_path = get_bisync_filter_path()
cmd = [
"rclone",
"check",
str(local_path),
rclone_remote,
"--filter-from",
str(filter_path),
]
if one_way:
cmd.append("--one-way")
console.print("[bold blue]Checking file integrity between local and cloud[/bold blue]")
console.print(f"[dim]Local: {local_path}[/dim]")
console.print(f"[dim]Remote: {rclone_remote}[/dim]")
console.print(f"[dim]Command: {' '.join(cmd)}[/dim]")
console.print()
# Run check command
result = subprocess.run(cmd, capture_output=True, text=True)
# rclone check returns:
# 0 = success (all files match)
# non-zero = differences found or error
if result.returncode == 0:
console.print("[green]✓ All files match between local and cloud[/green]")
return True
else:
console.print("[yellow]⚠ Differences found:[/yellow]")
if result.stderr:
console.print(result.stderr)
if result.stdout:
console.print(result.stdout)
console.print("\n[dim]To sync differences, run: bm sync[/dim]")
return False
except BisyncError:
raise
except Exception as e:
raise BisyncError(f"Check failed: {e}") from e
@@ -1,100 +0,0 @@
"""Shared utilities for cloud operations."""
from basic_memory.cli.commands.cloud.api_client import make_api_request
from basic_memory.config import ConfigManager
from basic_memory.schemas.cloud import (
CloudProjectList,
CloudProjectCreateRequest,
CloudProjectCreateResponse,
)
from basic_memory.utils import generate_permalink
class CloudUtilsError(Exception):
"""Exception raised for cloud utility errors."""
pass
async def fetch_cloud_projects() -> CloudProjectList:
"""Fetch list of projects from cloud API.
Returns:
CloudProjectList with projects from cloud
"""
try:
config_manager = ConfigManager()
config = config_manager.config
host_url = config.cloud_host.rstrip("/")
response = await make_api_request(method="GET", url=f"{host_url}/proxy/projects/projects")
return CloudProjectList.model_validate(response.json())
except Exception as e:
raise CloudUtilsError(f"Failed to fetch cloud projects: {e}") from e
async def create_cloud_project(project_name: str) -> CloudProjectCreateResponse:
"""Create a new project on cloud.
Args:
project_name: Name of project to create
Returns:
CloudProjectCreateResponse with project details from API
"""
try:
config_manager = ConfigManager()
config = config_manager.config
host_url = config.cloud_host.rstrip("/")
# Use generate_permalink to ensure consistent naming
project_path = generate_permalink(project_name)
project_data = CloudProjectCreateRequest(
name=project_name,
path=project_path,
set_default=False,
)
response = await make_api_request(
method="POST",
url=f"{host_url}/proxy/projects/projects",
headers={"Content-Type": "application/json"},
json_data=project_data.model_dump(),
)
return CloudProjectCreateResponse.model_validate(response.json())
except Exception as e:
raise CloudUtilsError(f"Failed to create cloud project '{project_name}': {e}") from e
async def sync_project(project_name: str) -> None:
"""Trigger sync for a specific project on cloud.
Args:
project_name: Name of project to sync
"""
try:
from basic_memory.cli.commands.command_utils import run_sync
await run_sync(project=project_name)
except Exception as e:
raise CloudUtilsError(f"Failed to sync project '{project_name}': {e}") from e
async def project_exists(project_name: str) -> bool:
"""Check if a project exists on cloud.
Args:
project_name: Name of project to check
Returns:
True if project exists, False otherwise
"""
try:
projects = await fetch_cloud_projects()
project_names = {p.name for p in projects.projects}
return project_name in project_names
except Exception:
return False
@@ -1,288 +0,0 @@
"""Core cloud commands for Basic Memory CLI."""
import asyncio
from typing import Optional
import typer
from rich.console import Console
from basic_memory.cli.app import cloud_app
from basic_memory.cli.auth import CLIAuth
from basic_memory.config import ConfigManager
from basic_memory.cli.commands.cloud.api_client import (
CloudAPIError,
SubscriptionRequiredError,
get_cloud_config,
make_api_request,
)
from basic_memory.cli.commands.cloud.mount_commands import (
mount_cloud_files,
setup_cloud_mount,
show_mount_status,
unmount_cloud_files,
)
from basic_memory.cli.commands.cloud.bisync_commands import (
run_bisync,
run_bisync_watch,
run_check,
setup_cloud_bisync,
show_bisync_status,
)
from basic_memory.cli.commands.cloud.rclone_config import MOUNT_PROFILES
from basic_memory.cli.commands.cloud.bisync_commands import BISYNC_PROFILES
console = Console()
@cloud_app.command()
def login():
"""Authenticate with WorkOS using OAuth Device Authorization flow and enable cloud mode."""
async def _login():
client_id, domain, host_url = get_cloud_config()
auth = CLIAuth(client_id=client_id, authkit_domain=domain)
try:
success = await auth.login()
if not success:
console.print("[red]Login failed[/red]")
raise typer.Exit(1)
# Test subscription access by calling a protected endpoint
console.print("[dim]Verifying subscription access...[/dim]")
await make_api_request("GET", f"{host_url.rstrip('/')}/proxy/health")
# Enable cloud mode after successful login and subscription validation
config_manager = ConfigManager()
config = config_manager.load_config()
config.cloud_mode = True
config_manager.save_config(config)
console.print("[green]✓ Cloud mode enabled[/green]")
console.print(f"[dim]All CLI commands now work against {host_url}[/dim]")
except SubscriptionRequiredError as e:
console.print("\n[red]✗ Subscription Required[/red]\n")
console.print(f"[yellow]{e.args[0]}[/yellow]\n")
console.print(f"Subscribe at: [blue underline]{e.subscribe_url}[/blue underline]\n")
console.print(
"[dim]Once you have an active subscription, run [bold]bm cloud login[/bold] again.[/dim]"
)
raise typer.Exit(1)
asyncio.run(_login())
@cloud_app.command()
def logout():
"""Disable cloud mode and return to local mode."""
# Disable cloud mode
config_manager = ConfigManager()
config = config_manager.load_config()
config.cloud_mode = False
config_manager.save_config(config)
console.print("[green]✓ Cloud mode disabled[/green]")
console.print("[dim]All CLI commands now work locally[/dim]")
@cloud_app.command("status")
def status(
bisync: bool = typer.Option(
True,
"--bisync/--mount",
help="Show bisync status (default) or mount status",
),
) -> None:
"""Check cloud mode status and cloud instance health.
Shows cloud mode status, instance health, and sync/mount status.
Use --bisync (default) to show bisync status or --mount for mount status.
"""
# Check cloud mode
config_manager = ConfigManager()
config = config_manager.load_config()
console.print("[bold blue]Cloud Mode Status[/bold blue]")
if config.cloud_mode:
console.print(" Mode: [green]Cloud (enabled)[/green]")
console.print(f" Host: {config.cloud_host}")
console.print(" [dim]All CLI commands work against cloud[/dim]")
else:
console.print(" Mode: [yellow]Local (disabled)[/yellow]")
console.print(" [dim]All CLI commands work locally[/dim]")
console.print("\n[dim]To enable cloud mode, run: bm cloud login[/dim]")
return
# Get cloud configuration
_, _, host_url = get_cloud_config()
host_url = host_url.rstrip("/")
# Prepare headers
headers = {}
try:
console.print("\n[blue]Checking cloud instance health...[/blue]")
# Make API request to check health
response = asyncio.run(
make_api_request(method="GET", url=f"{host_url}/proxy/health", headers=headers)
)
health_data = response.json()
console.print("[green]Cloud instance is healthy[/green]")
# Display status details
if "status" in health_data:
console.print(f" Status: {health_data['status']}")
if "version" in health_data:
console.print(f" Version: {health_data['version']}")
if "timestamp" in health_data:
console.print(f" Timestamp: {health_data['timestamp']}")
# Show sync/mount status based on flag
console.print()
if bisync:
show_bisync_status()
else:
show_mount_status()
except CloudAPIError as e:
console.print(f"[red]Error checking cloud health: {e}[/red]")
raise typer.Exit(1)
except Exception as e:
console.print(f"[red]Unexpected error: {e}[/red]")
raise typer.Exit(1)
# Mount commands
@cloud_app.command("setup")
def setup(
bisync: bool = typer.Option(
True,
"--bisync/--mount",
help="Use bidirectional sync (recommended) or mount as network drive",
),
sync_dir: Optional[str] = typer.Option(
None,
"--dir",
help="Custom sync directory for bisync (default: ~/basic-memory-cloud-sync)",
),
) -> None:
"""Set up cloud file access with automatic rclone installation and configuration.
Default: Sets up bidirectional sync (recommended).\n
Use --mount: Sets up mount as network drive (alternative workflow).\n
Examples:\n
bm cloud setup # Setup bisync (default)\n
bm cloud setup --mount # Setup mount instead\n
bm cloud setup --dir ~/sync # Custom bisync directory\n
"""
if bisync:
setup_cloud_bisync(sync_dir=sync_dir)
else:
setup_cloud_mount()
@cloud_app.command("mount")
def mount(
profile: str = typer.Option(
"balanced", help=f"Mount profile: {', '.join(MOUNT_PROFILES.keys())}"
),
path: Optional[str] = typer.Option(
None, help="Custom mount path (default: ~/basic-memory-{tenant-id})"
),
) -> None:
"""Mount cloud files locally for editing."""
try:
mount_cloud_files(profile_name=profile)
except Exception as e:
console.print(f"[red]Mount failed: {e}[/red]")
raise typer.Exit(1)
@cloud_app.command("unmount")
def unmount() -> None:
"""Unmount cloud files."""
try:
unmount_cloud_files()
except Exception as e:
console.print(f"[red]Unmount failed: {e}[/red]")
raise typer.Exit(1)
# Bisync commands
@cloud_app.command("bisync")
def bisync(
profile: str = typer.Option(
"balanced", help=f"Bisync profile: {', '.join(BISYNC_PROFILES.keys())}"
),
dry_run: bool = typer.Option(False, "--dry-run", help="Preview changes without syncing"),
resync: bool = typer.Option(False, "--resync", help="Force resync to establish new baseline"),
watch: bool = typer.Option(False, "--watch", help="Run continuous sync in watch mode"),
interval: int = typer.Option(60, "--interval", help="Sync interval in seconds for watch mode"),
verbose: bool = typer.Option(False, "--verbose", "-v", help="Show detailed sync output"),
) -> None:
"""Run bidirectional sync between local files and cloud storage.
Examples:
basic-memory cloud bisync # Manual sync with balanced profile
basic-memory cloud bisync --dry-run # Preview what would be synced
basic-memory cloud bisync --resync # Establish new baseline
basic-memory cloud bisync --watch # Continuous sync every 60s
basic-memory cloud bisync --watch --interval 30 # Continuous sync every 30s
basic-memory cloud bisync --profile safe # Use safe profile (keep conflicts)
basic-memory cloud bisync --verbose # Show detailed file sync output
"""
try:
if watch:
run_bisync_watch(profile_name=profile, interval_seconds=interval)
else:
run_bisync(profile_name=profile, dry_run=dry_run, resync=resync, verbose=verbose)
except Exception as e:
console.print(f"[red]Bisync failed: {e}[/red]")
raise typer.Exit(1)
@cloud_app.command("bisync-status")
def bisync_status() -> None:
"""Show current bisync status and configuration.
DEPRECATED: Use 'bm cloud status' instead (bisync is now the default).
"""
console.print(
"[yellow]Note: 'bisync-status' is deprecated. Use 'bm cloud status' instead.[/yellow]"
)
console.print("[dim]Showing bisync status...[/dim]\n")
show_bisync_status()
@cloud_app.command("check")
def check(
one_way: bool = typer.Option(
False,
"--one-way",
help="Only check for missing files on destination (faster)",
),
) -> None:
"""Check file integrity between local and cloud storage using rclone check.
Verifies that files match between your local bisync directory and cloud storage
without transferring any data. This is useful for validating sync integrity.
Examples:
bm cloud check # Full integrity check
bm cloud check --one-way # Faster check (missing files only)
"""
try:
run_check(one_way=one_way)
except Exception as e:
console.print(f"[red]Check failed: {e}[/red]")
raise typer.Exit(1)
@@ -1,295 +0,0 @@
"""Cloud mount commands for Basic Memory CLI."""
import asyncio
import subprocess
import time
from pathlib import Path
from typing import Optional
import typer
from rich.console import Console
from rich.table import Table
from basic_memory.cli.commands.cloud.api_client import CloudAPIError, make_api_request
from basic_memory.cli.commands.cloud.rclone_config import (
MOUNT_PROFILES,
add_tenant_to_rclone_config,
build_mount_command,
cleanup_orphaned_rclone_processes,
get_default_mount_path,
get_rclone_processes,
is_path_mounted,
unmount_path,
)
from basic_memory.cli.commands.cloud.rclone_installer import RcloneInstallError, install_rclone
from basic_memory.config import ConfigManager
console = Console()
class MountError(Exception):
"""Exception raised for mount-related errors."""
pass
async def get_tenant_info() -> dict:
"""Get current tenant information from cloud API."""
try:
config_manager = ConfigManager()
config = config_manager.config
host_url = config.cloud_host.rstrip("/")
response = await make_api_request(method="GET", url=f"{host_url}/tenant/mount/info")
return response.json()
except Exception as e:
raise MountError(f"Failed to get tenant info: {e}") from e
async def generate_mount_credentials(tenant_id: str) -> dict:
"""Generate scoped credentials for mounting."""
try:
config_manager = ConfigManager()
config = config_manager.config
host_url = config.cloud_host.rstrip("/")
response = await make_api_request(method="POST", url=f"{host_url}/tenant/mount/credentials")
return response.json()
except Exception as e:
raise MountError(f"Failed to generate mount credentials: {e}") from e
def setup_cloud_mount() -> None:
"""Set up cloud mount with rclone installation and configuration."""
console.print("[bold blue]Basic Memory Cloud Setup[/bold blue]")
console.print("Setting up local file access to your cloud tenant...\n")
try:
# Step 1: Install rclone
console.print("[blue]Step 1: Installing rclone...[/blue]")
install_rclone()
# Step 2: Get tenant info
console.print("\n[blue]Step 2: Getting tenant information...[/blue]")
tenant_info = asyncio.run(get_tenant_info())
tenant_id = tenant_info.get("tenant_id")
bucket_name = tenant_info.get("bucket_name")
if not tenant_id or not bucket_name:
raise MountError("Invalid tenant information received from cloud API")
console.print(f"[green]✓ Found tenant: {tenant_id}[/green]")
console.print(f"[green]✓ Bucket: {bucket_name}[/green]")
# Step 3: Generate mount credentials
console.print("\n[blue]Step 3: Generating mount credentials...[/blue]")
creds = asyncio.run(generate_mount_credentials(tenant_id))
access_key = creds.get("access_key")
secret_key = creds.get("secret_key")
if not access_key or not secret_key:
raise MountError("Failed to generate mount credentials")
console.print("[green]✓ Generated secure credentials[/green]")
# Step 4: Configure rclone
console.print("\n[blue]Step 4: Configuring rclone...[/blue]")
add_tenant_to_rclone_config(
tenant_id=tenant_id,
bucket_name=bucket_name,
access_key=access_key,
secret_key=secret_key,
)
# Step 5: Perform initial mount
console.print("\n[blue]Step 5: Mounting cloud files...[/blue]")
mount_path = get_default_mount_path()
MOUNT_PROFILES["balanced"]
mount_cloud_files(
tenant_id=tenant_id,
bucket_name=bucket_name,
mount_path=mount_path,
profile_name="balanced",
)
console.print("\n[bold green]✓ Cloud setup completed successfully![/bold green]")
console.print("\nYour cloud files are now accessible at:")
console.print(f" {mount_path}")
console.print("\nYou can now edit files locally and they will sync to the cloud!")
console.print("\nUseful commands:")
console.print(" basic-memory cloud mount-status # Check mount status")
console.print(" basic-memory cloud unmount # Unmount files")
console.print(" basic-memory cloud mount --profile fast # Remount with faster sync")
except (RcloneInstallError, MountError, CloudAPIError) as e:
console.print(f"\n[red]Setup failed: {e}[/red]")
raise typer.Exit(1)
except Exception as e:
console.print(f"\n[red]Unexpected error during setup: {e}[/red]")
raise typer.Exit(1)
def mount_cloud_files(
tenant_id: Optional[str] = None,
bucket_name: Optional[str] = None,
mount_path: Optional[Path] = None,
profile_name: str = "balanced",
) -> None:
"""Mount cloud files with specified profile."""
try:
# Get tenant info if not provided
if not tenant_id or not bucket_name:
tenant_info = asyncio.run(get_tenant_info())
tenant_id = tenant_info.get("tenant_id")
bucket_name = tenant_info.get("bucket_name")
if not tenant_id or not bucket_name:
raise MountError("Could not determine tenant information")
# Set default mount path if not provided
if not mount_path:
mount_path = get_default_mount_path()
# Get mount profile
if profile_name not in MOUNT_PROFILES:
raise MountError(
f"Unknown profile: {profile_name}. Available: {list(MOUNT_PROFILES.keys())}"
)
profile = MOUNT_PROFILES[profile_name]
# Check if already mounted
if is_path_mounted(mount_path):
console.print(f"[yellow]Path {mount_path} is already mounted[/yellow]")
console.print("Use 'basic-memory cloud unmount' first, or mount to a different path")
return
# Create mount directory
mount_path.mkdir(parents=True, exist_ok=True)
# Build and execute mount command
mount_cmd = build_mount_command(tenant_id, bucket_name, mount_path, profile)
console.print(
f"[blue]Mounting with profile '{profile_name}' ({profile.description})...[/blue]"
)
console.print(f"[dim]Command: {' '.join(mount_cmd)}[/dim]")
result = subprocess.run(mount_cmd, capture_output=True, text=True)
if result.returncode != 0:
error_msg = result.stderr or "Unknown error"
raise MountError(f"Mount command failed: {error_msg}")
# Wait a moment for mount to establish
time.sleep(2)
# Verify mount
if is_path_mounted(mount_path):
console.print(f"[green]✓ Successfully mounted to {mount_path}[/green]")
console.print(f"[green]✓ Sync profile: {profile.description}[/green]")
else:
raise MountError("Mount command succeeded but path is not mounted")
except MountError:
raise
except Exception as e:
raise MountError(f"Unexpected error during mount: {e}") from e
def unmount_cloud_files(tenant_id: Optional[str] = None) -> None:
"""Unmount cloud files."""
try:
# Get tenant info if not provided
if not tenant_id:
tenant_info = asyncio.run(get_tenant_info())
tenant_id = tenant_info.get("tenant_id")
if not tenant_id:
raise MountError("Could not determine tenant ID")
mount_path = get_default_mount_path()
if not is_path_mounted(mount_path):
console.print(f"[yellow]Path {mount_path} is not mounted[/yellow]")
return
console.print(f"[blue]Unmounting {mount_path}...[/blue]")
# Unmount the path
if unmount_path(mount_path):
console.print(f"[green]✓ Successfully unmounted {mount_path}[/green]")
# Clean up any orphaned rclone processes
killed_count = cleanup_orphaned_rclone_processes()
if killed_count > 0:
console.print(
f"[green]✓ Cleaned up {killed_count} orphaned rclone process(es)[/green]"
)
else:
console.print(f"[red]✗ Failed to unmount {mount_path}[/red]")
console.print("You may need to manually unmount or restart your system")
except MountError:
raise
except Exception as e:
raise MountError(f"Unexpected error during unmount: {e}") from e
def show_mount_status() -> None:
"""Show current mount status and running processes."""
try:
# Get tenant info
tenant_info = asyncio.run(get_tenant_info())
tenant_id = tenant_info.get("tenant_id")
if not tenant_id:
console.print("[red]Could not determine tenant ID[/red]")
return
mount_path = get_default_mount_path()
# Create status table
table = Table(title="Cloud Mount Status", show_header=True, header_style="bold blue")
table.add_column("Property", style="green", min_width=15)
table.add_column("Value", style="dim", min_width=30)
# Check mount status
is_mounted = is_path_mounted(mount_path)
mount_status = "[green]✓ Mounted[/green]" if is_mounted else "[red]✗ Not mounted[/red]"
table.add_row("Tenant ID", tenant_id)
table.add_row("Mount Path", str(mount_path))
table.add_row("Status", mount_status)
# Get rclone processes
processes = get_rclone_processes()
if processes:
table.add_row("rclone Processes", f"{len(processes)} running")
else:
table.add_row("rclone Processes", "None")
console.print(table)
# Show running processes details
if processes:
console.print("\n[bold]Running rclone processes:[/bold]")
for proc in processes:
console.print(f" PID {proc['pid']}: {proc['command'][:80]}...")
# Show mount profiles
console.print("\n[bold]Available mount profiles:[/bold]")
for name, profile in MOUNT_PROFILES.items():
console.print(f" {name}: {profile.description}")
except Exception as e:
console.print(f"[red]Error getting mount status: {e}[/red]")
raise typer.Exit(1)
@@ -1,288 +0,0 @@
"""rclone configuration management for Basic Memory Cloud."""
import configparser
import os
import shutil
import subprocess
from pathlib import Path
from typing import Dict, List, Optional
from rich.console import Console
console = Console()
class RcloneConfigError(Exception):
"""Exception raised for rclone configuration errors."""
pass
class RcloneMountProfile:
"""Mount profile with optimized settings."""
def __init__(
self,
name: str,
cache_time: str,
poll_interval: str,
attr_timeout: str,
write_back: str,
description: str,
extra_args: Optional[List[str]] = None,
):
self.name = name
self.cache_time = cache_time
self.poll_interval = poll_interval
self.attr_timeout = attr_timeout
self.write_back = write_back
self.description = description
self.extra_args = extra_args or []
# Mount profiles based on SPEC-7 Phase 4 testing
MOUNT_PROFILES = {
"fast": RcloneMountProfile(
name="fast",
cache_time="5s",
poll_interval="3s",
attr_timeout="3s",
write_back="1s",
description="Ultra-fast development (5s sync, higher bandwidth)",
),
"balanced": RcloneMountProfile(
name="balanced",
cache_time="10s",
poll_interval="5s",
attr_timeout="5s",
write_back="2s",
description="Fast development (10-15s sync, recommended)",
),
"safe": RcloneMountProfile(
name="safe",
cache_time="15s",
poll_interval="10s",
attr_timeout="10s",
write_back="5s",
description="Conflict-aware mount with backup",
extra_args=[
"--conflict-suffix",
".conflict-{DateTimeExt}",
"--backup-dir",
"~/.basic-memory/conflicts",
"--track-renames",
],
),
}
def get_rclone_config_path() -> Path:
"""Get the path to rclone configuration file."""
config_dir = Path.home() / ".config" / "rclone"
config_dir.mkdir(parents=True, exist_ok=True)
return config_dir / "rclone.conf"
def backup_rclone_config() -> Optional[Path]:
"""Create a backup of existing rclone config."""
config_path = get_rclone_config_path()
if not config_path.exists():
return None
backup_path = config_path.with_suffix(f".conf.backup-{os.getpid()}")
shutil.copy2(config_path, backup_path)
console.print(f"[dim]Created backup: {backup_path}[/dim]")
return backup_path
def load_rclone_config() -> configparser.ConfigParser:
"""Load existing rclone configuration."""
config = configparser.ConfigParser()
config_path = get_rclone_config_path()
if config_path.exists():
config.read(config_path)
return config
def save_rclone_config(config: configparser.ConfigParser) -> None:
"""Save rclone configuration to file."""
config_path = get_rclone_config_path()
with open(config_path, "w") as f:
config.write(f)
console.print(f"[dim]Updated rclone config: {config_path}[/dim]")
def add_tenant_to_rclone_config(
tenant_id: str,
bucket_name: str,
access_key: str,
secret_key: str,
endpoint: str = "https://fly.storage.tigris.dev",
region: str = "auto",
) -> str:
"""Add tenant configuration to rclone config file."""
# Backup existing config
backup_rclone_config()
# Load existing config
config = load_rclone_config()
# Create section name
section_name = f"basic-memory-{tenant_id}"
# Add/update the tenant section
if not config.has_section(section_name):
config.add_section(section_name)
config.set(section_name, "type", "s3")
config.set(section_name, "provider", "Other")
config.set(section_name, "access_key_id", access_key)
config.set(section_name, "secret_access_key", secret_key)
config.set(section_name, "endpoint", endpoint)
config.set(section_name, "region", region)
# Save updated config
save_rclone_config(config)
console.print(f"[green]✓ Added tenant {tenant_id} to rclone config[/green]")
return section_name
def remove_tenant_from_rclone_config(tenant_id: str) -> bool:
"""Remove tenant configuration from rclone config."""
config = load_rclone_config()
section_name = f"basic-memory-{tenant_id}"
if config.has_section(section_name):
backup_rclone_config()
config.remove_section(section_name)
save_rclone_config(config)
console.print(f"[green]✓ Removed tenant {tenant_id} from rclone config[/green]")
return True
return False
def get_default_mount_path() -> Path:
"""Get default mount path (fixed location per SPEC-9).
Returns:
Fixed mount path: ~/basic-memory-cloud/
"""
return Path.home() / "basic-memory-cloud"
def build_mount_command(
tenant_id: str, bucket_name: str, mount_path: Path, profile: RcloneMountProfile
) -> List[str]:
"""Build rclone mount command with optimized settings."""
rclone_remote = f"basic-memory-{tenant_id}:{bucket_name}"
cmd = [
"rclone",
"nfsmount",
rclone_remote,
str(mount_path),
"--vfs-cache-mode",
"writes",
"--dir-cache-time",
profile.cache_time,
"--vfs-cache-poll-interval",
profile.poll_interval,
"--attr-timeout",
profile.attr_timeout,
"--vfs-write-back",
profile.write_back,
"--daemon",
]
# Add profile-specific extra arguments
cmd.extend(profile.extra_args)
return cmd
def is_path_mounted(mount_path: Path) -> bool:
"""Check if a path is currently mounted."""
if not mount_path.exists():
return False
try:
# Check if mount point is actually mounted by looking for mount table entry
result = subprocess.run(["mount"], capture_output=True, text=True, check=False)
if result.returncode == 0:
# Look for our mount path in mount output
mount_str = str(mount_path.resolve())
return mount_str in result.stdout
return False
except Exception:
return False
def get_rclone_processes() -> List[Dict[str, str]]:
"""Get list of running rclone processes."""
try:
# Use ps to find rclone processes
result = subprocess.run(
["ps", "-eo", "pid,args"], capture_output=True, text=True, check=False
)
processes = []
if result.returncode == 0:
for line in result.stdout.split("\n"):
if "rclone" in line and "basic-memory" in line:
parts = line.strip().split(None, 1)
if len(parts) >= 2:
processes.append({"pid": parts[0], "command": parts[1]})
return processes
except Exception:
return []
def kill_rclone_process(pid: str) -> bool:
"""Kill a specific rclone process."""
try:
subprocess.run(["kill", pid], check=True)
console.print(f"[green]✓ Killed rclone process {pid}[/green]")
return True
except subprocess.CalledProcessError:
console.print(f"[red]✗ Failed to kill rclone process {pid}[/red]")
return False
def unmount_path(mount_path: Path) -> bool:
"""Unmount a mounted path."""
if not is_path_mounted(mount_path):
return True
try:
subprocess.run(["umount", str(mount_path)], check=True)
console.print(f"[green]✓ Unmounted {mount_path}[/green]")
return True
except subprocess.CalledProcessError as e:
console.print(f"[red]✗ Failed to unmount {mount_path}: {e}[/red]")
return False
def cleanup_orphaned_rclone_processes() -> int:
"""Clean up orphaned rclone processes for basic-memory."""
processes = get_rclone_processes()
killed_count = 0
for proc in processes:
console.print(
f"[yellow]Found rclone process: {proc['pid']} - {proc['command'][:80]}...[/yellow]"
)
if kill_rclone_process(proc["pid"]):
killed_count += 1
return killed_count
@@ -1,198 +0,0 @@
"""Cross-platform rclone installation utilities."""
import platform
import shutil
import subprocess
from typing import Optional
from rich.console import Console
console = Console()
class RcloneInstallError(Exception):
"""Exception raised for rclone installation errors."""
pass
def is_rclone_installed() -> bool:
"""Check if rclone is already installed and available in PATH."""
return shutil.which("rclone") is not None
def get_platform() -> str:
"""Get the current platform identifier."""
system = platform.system().lower()
if system == "darwin":
return "macos"
elif system == "linux":
return "linux"
elif system == "windows":
return "windows"
else:
raise RcloneInstallError(f"Unsupported platform: {system}")
def run_command(command: list[str], check: bool = True) -> subprocess.CompletedProcess:
"""Run a command with proper error handling."""
try:
console.print(f"[dim]Running: {' '.join(command)}[/dim]")
result = subprocess.run(command, capture_output=True, text=True, check=check)
if result.stdout:
console.print(f"[dim]Output: {result.stdout.strip()}[/dim]")
return result
except subprocess.CalledProcessError as e:
console.print(f"[red]Command failed: {e}[/red]")
if e.stderr:
console.print(f"[red]Error output: {e.stderr}[/red]")
raise RcloneInstallError(f"Command failed: {e}") from e
except FileNotFoundError as e:
raise RcloneInstallError(f"Command not found: {' '.join(command)}") from e
def install_rclone_macos() -> None:
"""Install rclone on macOS using Homebrew or official script."""
# Try Homebrew first
if shutil.which("brew"):
try:
console.print("[blue]Installing rclone via Homebrew...[/blue]")
run_command(["brew", "install", "rclone"])
console.print("[green]✓ rclone installed via Homebrew[/green]")
return
except RcloneInstallError:
console.print(
"[yellow]Homebrew installation failed, trying official script...[/yellow]"
)
# Fallback to official script
console.print("[blue]Installing rclone via official script...[/blue]")
try:
run_command(["sh", "-c", "curl https://rclone.org/install.sh | sudo bash"])
console.print("[green]✓ rclone installed via official script[/green]")
except RcloneInstallError:
raise RcloneInstallError(
"Failed to install rclone. Please install manually: brew install rclone"
)
def install_rclone_linux() -> None:
"""Install rclone on Linux using package managers or official script."""
# Try snap first (most universal)
if shutil.which("snap"):
try:
console.print("[blue]Installing rclone via snap...[/blue]")
run_command(["sudo", "snap", "install", "rclone"])
console.print("[green]✓ rclone installed via snap[/green]")
return
except RcloneInstallError:
console.print("[yellow]Snap installation failed, trying apt...[/yellow]")
# Try apt (Debian/Ubuntu)
if shutil.which("apt"):
try:
console.print("[blue]Installing rclone via apt...[/blue]")
run_command(["sudo", "apt", "update"])
run_command(["sudo", "apt", "install", "-y", "rclone"])
console.print("[green]✓ rclone installed via apt[/green]")
return
except RcloneInstallError:
console.print("[yellow]apt installation failed, trying official script...[/yellow]")
# Fallback to official script
console.print("[blue]Installing rclone via official script...[/blue]")
try:
run_command(["sh", "-c", "curl https://rclone.org/install.sh | sudo bash"])
console.print("[green]✓ rclone installed via official script[/green]")
except RcloneInstallError:
raise RcloneInstallError(
"Failed to install rclone. Please install manually: sudo snap install rclone"
)
def install_rclone_windows() -> None:
"""Install rclone on Windows using package managers."""
# Try winget first (built into Windows 10+)
if shutil.which("winget"):
try:
console.print("[blue]Installing rclone via winget...[/blue]")
run_command(["winget", "install", "Rclone.Rclone"])
console.print("[green]✓ rclone installed via winget[/green]")
return
except RcloneInstallError:
console.print("[yellow]winget installation failed, trying chocolatey...[/yellow]")
# Try chocolatey
if shutil.which("choco"):
try:
console.print("[blue]Installing rclone via chocolatey...[/blue]")
run_command(["choco", "install", "rclone", "-y"])
console.print("[green]✓ rclone installed via chocolatey[/green]")
return
except RcloneInstallError:
console.print("[yellow]chocolatey installation failed, trying scoop...[/yellow]")
# Try scoop
if shutil.which("scoop"):
try:
console.print("[blue]Installing rclone via scoop...[/blue]")
run_command(["scoop", "install", "rclone"])
console.print("[green]✓ rclone installed via scoop[/green]")
return
except RcloneInstallError:
console.print("[yellow]scoop installation failed[/yellow]")
# No package manager available
raise RcloneInstallError(
"Could not install rclone automatically. Please install a package manager "
"(winget, chocolatey, or scoop) or install rclone manually from https://rclone.org/downloads/"
)
def install_rclone(platform_override: Optional[str] = None) -> None:
"""Install rclone for the current platform."""
if is_rclone_installed():
console.print("[green]rclone is already installed[/green]")
return
platform_name = platform_override or get_platform()
console.print(f"[blue]Installing rclone for {platform_name}...[/blue]")
try:
if platform_name == "macos":
install_rclone_macos()
elif platform_name == "linux":
install_rclone_linux()
elif platform_name == "windows":
install_rclone_windows()
else:
raise RcloneInstallError(f"Unsupported platform: {platform_name}")
# Verify installation
if not is_rclone_installed():
raise RcloneInstallError("rclone installation completed but command not found in PATH")
console.print("[green]✓ rclone installation completed successfully[/green]")
except RcloneInstallError:
raise
except Exception as e:
raise RcloneInstallError(f"Unexpected error during installation: {e}") from e
def get_rclone_version() -> Optional[str]:
"""Get the installed rclone version."""
if not is_rclone_installed():
return None
try:
result = run_command(["rclone", "version"], check=False)
if result.returncode == 0:
# Parse version from output (format: "rclone v1.64.0")
lines = result.stdout.strip().split("\n")
for line in lines:
if line.startswith("rclone v"):
return line.split()[1]
return "unknown"
except Exception:
return "unknown"
@@ -1,128 +0,0 @@
"""WebDAV upload functionality for basic-memory projects."""
import os
from pathlib import Path
import aiofiles
import httpx
from basic_memory.ignore_utils import load_gitignore_patterns, should_ignore_path
from basic_memory.mcp.async_client import get_client
from basic_memory.mcp.tools.utils import call_put
async def upload_path(local_path: Path, project_name: str) -> bool:
"""
Upload a file or directory to cloud project via WebDAV.
Args:
local_path: Path to local file or directory
project_name: Name of cloud project (destination)
Returns:
True if upload succeeded, False otherwise
"""
try:
# Resolve path
local_path = local_path.resolve()
# Check if path exists
if not local_path.exists():
print(f"Error: Path does not exist: {local_path}")
return False
# Get files to upload
if local_path.is_file():
files_to_upload = [(local_path, local_path.name)]
else:
files_to_upload = _get_files_to_upload(local_path)
if not files_to_upload:
print("No files found to upload")
return True
print(f"Found {len(files_to_upload)} file(s) to upload")
# Upload files using httpx
total_bytes = 0
async with get_client() as client:
for i, (file_path, relative_path) in enumerate(files_to_upload, 1):
# Build remote path: /webdav/{project_name}/{relative_path}
remote_path = f"/webdav/{project_name}/{relative_path}"
print(f"Uploading {relative_path} ({i}/{len(files_to_upload)})")
# Read file content asynchronously
async with aiofiles.open(file_path, "rb") as f:
content = await f.read()
# Upload via HTTP PUT to WebDAV endpoint
response = await call_put(client, remote_path, content=content)
response.raise_for_status()
total_bytes += file_path.stat().st_size
# Format size based on magnitude
if total_bytes < 1024:
size_str = f"{total_bytes} bytes"
elif total_bytes < 1024 * 1024:
size_str = f"{total_bytes / 1024:.1f} KB"
else:
size_str = f"{total_bytes / (1024 * 1024):.1f} MB"
print(f"✓ Upload complete: {len(files_to_upload)} file(s) ({size_str})")
return True
except httpx.HTTPStatusError as e:
print(f"Upload failed: HTTP {e.response.status_code} - {e.response.text}")
return False
except Exception as e:
print(f"Upload failed: {e}")
return False
def _get_files_to_upload(directory: Path) -> list[tuple[Path, str]]:
"""
Get list of files to upload from directory.
Uses .bmignore and .gitignore patterns for filtering.
Args:
directory: Directory to scan
Returns:
List of (absolute_path, relative_path) tuples
"""
files = []
# Load ignore patterns from .bmignore and .gitignore
ignore_patterns = load_gitignore_patterns(directory)
# Walk through directory
for root, dirs, filenames in os.walk(directory):
root_path = Path(root)
# Filter directories based on ignore patterns
filtered_dirs = []
for d in dirs:
dir_path = root_path / d
if not should_ignore_path(dir_path, directory, ignore_patterns):
filtered_dirs.append(d)
dirs[:] = filtered_dirs
# Process files
for filename in filenames:
file_path = root_path / filename
# Check if file should be ignored
if should_ignore_path(file_path, directory, ignore_patterns):
continue
# Calculate relative path for remote
rel_path = file_path.relative_to(directory)
# Use forward slashes for WebDAV paths
remote_path = str(rel_path).replace("\\", "/")
files.append((file_path, remote_path))
return files
@@ -1,93 +0,0 @@
"""Upload CLI commands for basic-memory projects."""
import asyncio
from pathlib import Path
import typer
from rich.console import Console
from basic_memory.cli.app import cloud_app
from basic_memory.cli.commands.cloud.cloud_utils import (
create_cloud_project,
project_exists,
sync_project,
)
from basic_memory.cli.commands.cloud.upload import upload_path
console = Console()
@cloud_app.command("upload")
def upload(
path: Path = typer.Argument(
...,
help="Path to local file or directory to upload",
exists=True,
readable=True,
resolve_path=True,
),
project: str = typer.Option(
...,
"--project",
"-p",
help="Cloud project name (destination)",
),
create_project: bool = typer.Option(
False,
"--create-project",
"-c",
help="Create project if it doesn't exist",
),
sync: bool = typer.Option(
True,
"--sync/--no-sync",
help="Sync project after upload (default: true)",
),
) -> None:
"""Upload local files or directories to cloud project via WebDAV.
Examples:
bm cloud upload ~/my-notes --project research
bm cloud upload notes.md --project research --create-project
bm cloud upload ~/docs --project work --no-sync
"""
async def _upload():
# Check if project exists
if not await project_exists(project):
if create_project:
console.print(f"[blue]Creating cloud project '{project}'...[/blue]")
try:
await create_cloud_project(project)
console.print(f"[green]✓ Created project '{project}'[/green]")
except Exception as e:
console.print(f"[red]Failed to create project: {e}[/red]")
raise typer.Exit(1)
else:
console.print(
f"[red]Project '{project}' does not exist.[/red]\n"
f"[yellow]Options:[/yellow]\n"
f" 1. Create it first: bm project add {project}\n"
f" 2. Use --create-project flag to create automatically"
)
raise typer.Exit(1)
# Perform upload
console.print(f"[blue]Uploading {path} to project '{project}'...[/blue]")
success = await upload_path(path, project)
if not success:
console.print("[red]Upload failed[/red]")
raise typer.Exit(1)
console.print(f"[green]✅ Successfully uploaded to '{project}'[/green]")
# Sync project if requested
if sync:
console.print(f"[blue]Syncing project '{project}'...[/blue]")
try:
await sync_project(project)
except Exception as e:
console.print(f"[yellow]Warning: Sync failed: {e}[/yellow]")
console.print("[dim]Files uploaded but may not be indexed yet[/dim]")
asyncio.run(_upload())

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