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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
#### Version Check
1. Check current version in `src/basic_memory/__init__.py`
2. Verify new version format matches `v\d+\.\d+\.\d+` pattern
3. Confirm version is higher than current version
#### Git Status
1. Check current git status for uncommitted changes
2. Verify we're on the `main` branch
3. 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 (automatic on tag push)
The GitHub Actions workflow (`.github/workflows/release.yml`) then:
- ✅ Builds the package using `uv build`
- ✅ Creates GitHub release with auto-generated notes
- ✅ Publishes to PyPI
- ✅ Updates Homebrew formula (stable releases only)
### Step 3: Monitor Release Process
1. Verify tag push triggered the workflow (should start automatically within seconds)
2. Monitor workflow progress at: https://github.com/basicmachines-co/basic-memory/actions
3. Watch for successful completion of both jobs:
- `release` - Builds package and publishes to PyPI
- `homebrew` - Updates Homebrew formula (stable releases only)
4. Check for any workflow failures and investigate logs if needed
### Step 4: Post-Release Validation
#### GitHub Release
1. Verify GitHub release is created at: https://github.com/basicmachines-co/basic-memory/releases/tag/<version>
2. Check that release notes are auto-generated from commits
3. Validate release assets (`.whl` and `.tar.gz` files are attached)
#### PyPI Publication
1. Verify package published at: https://pypi.org/project/basic-memory/<version>/
2. Test installation: `uv tool install basic-memory`
3. Verify installed version: `basic-memory --version`
#### Homebrew Formula (Stable Releases Only)
1. Check formula update at: https://github.com/basicmachines-co/homebrew-basic-memory
2. Verify formula version matches release
3. Test Homebrew installation: `brew install basicmachines-co/basic-memory/basic-memory`
#### MCP Registry Publication
After PyPI release is published, update the MCP registry:
1. **Verify PyPI Release**
- Confirm package is live: https://pypi.org/project/basic-memory/<version>/
- The `server.json` version was auto-updated by `just release`
2. **Publish to MCP Registry**
```bash
cd /Users/drew/code/basic-memory
mcp-publisher publish
```
If not authenticated:
```bash
mcp-publisher login github
# Follow device authentication flow
mcp-publisher publish
```
3. **Verify Publication**
```bash
curl "https://registry.modelcontextprotocol.io/v0.1/servers?search=basic-memory"
```
**Note:** The `mcp-publisher` CLI can be installed via Homebrew (`brew install mcp-publisher`) or from GitHub releases.
#### Website Updates
**1. basicmachines.co** (`/Users/drew/code/basicmachines.co`)
- **Goal**: Update version number displayed on the homepage
- **Location**: Search for "Basic Memory v0." in the codebase to find version displays
- **What to update**:
- Hero section heading that shows "Basic Memory v{VERSION}"
- "What's New in v{VERSION}" section heading
- Feature highlights array (look for array of features with title/description)
- **Process**:
1. Pull latest from GitHub: `git pull origin main`
2. Create release branch: `git checkout -b release/v{VERSION}`
3. Search codebase for current version number (e.g., "v0.16.1")
4. Update version numbers to new release version
5. Update feature highlights with 3-5 key features from this release (extract from CHANGELOG.md)
6. Commit changes: `git commit -m "chore: update to v{VERSION}"`
7. Push branch: `git push origin release/v{VERSION}`
- **Deploy**: Follow deployment process for basicmachines.co
**2. docs.basicmemory.com** (`/Users/drew/code/docs.basicmemory.com`)
- **Goal**: Add new release notes section to the latest-releases page
- **File**: `src/pages/latest-releases.mdx`
- **What to do**:
1. Pull latest from GitHub: `git pull origin main`
2. Create release branch: `git checkout -b release/v{VERSION}`
3. Read the existing file to understand the format and structure
4. Read `/Users/drew/code/basic-memory/CHANGELOG.md` to get release content
5. Add new release section **at the top** (after MDX imports, before other releases)
6. Follow the existing pattern:
- Heading: `## [v{VERSION}](github-link) — YYYY-MM-DD`
- Focus statement if applicable
- `<Info>` block with highlights (3-5 key items)
- Sections for Features, Bug Fixes, Breaking Changes, etc.
- Link to full changelog at the end
- Separator `---` between releases
7. Commit changes: `git commit -m "docs: add v{VERSION} release notes"`
8. Push branch: `git push origin release/v{VERSION}`
- **Source content**: Extract and format sections from CHANGELOG.md for this version
- **Deploy**: Follow deployment process for docs.basicmemory.com
**4. Announce Release**
- Post to Discord community if significant changes
- Update social media if major release
- Notify users via appropriate channels
## 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/
🍺 Homebrew: https://github.com/basicmachines-co/homebrew-basic-memory
🔌 MCP Registry: https://registry.modelcontextprotocol.io
🚀 GitHub Actions: Completed
Install with pip/uv:
uv tool install basic-memory
Install with Homebrew:
brew install basicmachines-co/basic-memory/basic-memory
Users can now upgrade:
uv tool upgrade basic-memory
brew 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` and `server.json`
- Triggers automated GitHub release with changelog
- Package is published to PyPI for `pip` and `uv` users
- Homebrew formula is automatically updated for stable releases
- MCP Registry is updated manually via `mcp-publisher publish`
- Supports multiple installation methods (uv, pip, Homebrew)
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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
argument-hint: [create|status|show|review] [spec-name]
description: Manage specifications in our development process
---
## Context
Specifications are managed in the Basic Memory "specs" project. All specs live in a centralized location accessible across all repositories via MCP tools.
See SPEC-1 and SPEC-2 in the "specs" project for the full specification-driven development process.
Available commands:
- `create [name]` - Create new specification
- `status` - Show all spec statuses
- `show [spec-name]` - Read a specific spec
- `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 in "specs" project
2. Create new spec using template from SPEC-2
3. Use mcp__basic-memory__write_note with project="specs"
4. Include standard sections: Why, What, How, How to Evaluate
### If command is "status":
1. Use mcp__basic-memory__search_notes with project="specs"
2. Display table with spec number, title, and progress
3. Show completion status from checkboxes in content
### If command is "show":
1. Use mcp__basic-memory__read_note with project="specs"
2. Display the full spec content
### 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 using mcp__basic-memory__edit_note
5. If gaps found, clearly identify what still needs to be implemented/tested
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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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{
"enabledPlugins": {}
}
-60
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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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# Basic Memory Environment Variables Example
# Copy this file to .env and customize as needed
# Note: .env files are gitignored and should never be committed
# ============================================================================
# PostgreSQL Test Database Configuration
# ============================================================================
# These variables allow you to override the default test database credentials
# Default values match docker-compose-postgres.yml for local development
#
# Only needed if you want to use different credentials or a remote test database
# By default, tests use: postgresql://basic_memory_user:dev_password@localhost:5433/basic_memory_test
# Full PostgreSQL test database URL (used by tests and migrations)
# POSTGRES_TEST_URL=postgresql+asyncpg://basic_memory_user:dev_password@localhost:5433/basic_memory_test
# Individual components (used by justfile postgres-reset command)
# POSTGRES_USER=basic_memory_user
# POSTGRES_TEST_DB=basic_memory_test
# ============================================================================
# Production Database Configuration
# ============================================================================
# For production use, set these in your deployment environment
# DO NOT use the test credentials above in production!
# BASIC_MEMORY_DATABASE_BACKEND=postgres # or "sqlite"
# BASIC_MEMORY_DATABASE_URL=postgresql+asyncpg://user:password@host:port/database
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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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---
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
- [ ] **100% test coverage maintained** (use `# pragma: no cover` only for truly hard-to-test code)
- [ ] 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
## Compatability
- [ ] File path comparisons must be windows compatible
- [ ] Avoid using emojis and unicode characters in console and log output
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
-41
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@@ -1,41 +0,0 @@
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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@@ -1,85 +0,0 @@
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: ${{ secrets.HOMEBREW_TOKEN }}
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@@ -1,267 +0,0 @@
name: Tests
concurrency:
group: bm-ci-${{ github.workflow }}-${{ github.repository }}-${{ github.head_ref || github.ref }}
cancel-in-progress: true
on:
push:
branches: [ "main" ]
pull_request:
branches: [ "main" ]
jobs:
static-checks:
name: Static Checks (Python 3.12)
timeout-minutes: 20
runs-on: ubuntu-latest
steps:
- uses: actions/checkout@v4
with:
submodules: true
- name: Set up Python 3.12
uses: actions/setup-python@v4
with:
python-version: "3.12"
cache: "pip"
- name: Install uv
run: |
pip install uv
- uses: extractions/setup-just@v3
- 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
test-sqlite-unit:
name: Test SQLite Unit (${{ matrix.os }}, Python ${{ matrix.python-version }})
timeout-minutes: 30
needs: [static-checks]
strategy:
fail-fast: false
matrix:
include:
- os: ubuntu-latest
python-version: "3.12"
- os: ubuntu-latest
python-version: "3.13"
- os: ubuntu-latest
python-version: "3.14"
- os: windows-latest
python-version: "3.12"
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: ${{ matrix.python-version }}
cache: 'pip'
- name: Install uv
run: |
pip install uv
- uses: extractions/setup-just@v3
- name: Create virtual env
run: |
uv venv
- name: Install dependencies
run: |
uv pip install -e ".[dev]"
- name: Run tests
run: |
just test-unit-sqlite
test-sqlite-integration:
name: Test SQLite Integration (${{ matrix.os }}, Python ${{ matrix.python-version }})
timeout-minutes: 45
needs: [static-checks]
strategy:
fail-fast: false
matrix:
include:
- os: ubuntu-latest
python-version: "3.12"
- os: ubuntu-latest
python-version: "3.13"
- os: ubuntu-latest
python-version: "3.14"
- os: windows-latest
python-version: "3.12"
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
- uses: extractions/setup-just@v3
- name: Create virtual env
run: |
uv venv
- name: Install dependencies
run: |
uv pip install -e ".[dev]"
- name: Run tests
run: |
just test-int-sqlite
test-postgres-unit:
name: Test Postgres Unit (Python ${{ matrix.python-version }})
timeout-minutes: 30
needs: [static-checks]
strategy:
fail-fast: false
matrix:
include:
- python-version: "3.12"
- python-version: "3.13"
- python-version: "3.14"
runs-on: ubuntu-latest
# Note: No services section needed - testcontainers handles Postgres in Docker
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
- uses: extractions/setup-just@v3
- name: Create virtual env
run: |
uv venv
- name: Install dependencies
run: |
uv pip install -e ".[dev]"
- name: Run tests
run: |
just test-unit-postgres
test-postgres-integration:
name: Test Postgres Integration (Python ${{ matrix.python-version }})
timeout-minutes: 45
needs: [static-checks]
strategy:
fail-fast: false
matrix:
include:
- python-version: "3.12"
- python-version: "3.13"
- python-version: "3.14"
runs-on: ubuntu-latest
# Note: No services section needed - testcontainers handles Postgres in Docker
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
- uses: extractions/setup-just@v3
- name: Create virtual env
run: |
uv venv
- name: Install dependencies
run: |
uv pip install -e ".[dev]"
- name: Run tests
run: |
just test-int-postgres
test-semantic:
name: Test Semantic (Python 3.12)
timeout-minutes: 45
needs: [static-checks]
runs-on: ubuntu-latest
steps:
- uses: actions/checkout@v4
with:
submodules: true
- name: Set up Python 3.12
uses: actions/setup-python@v4
with:
python-version: "3.12"
cache: "pip"
- name: Install uv
run: |
pip install uv
- uses: extractions/setup-just@v3
- name: Create virtual env
run: |
uv venv
- name: Install dependencies
run: |
uv pip install -e ".[dev]"
- name: Run tests
run: |
just test-semantic
-60
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@@ -1,60 +0,0 @@
*.py[cod]
__pycache__/
.pytest_cache/
.testmondata*
.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
.mcp.json
.mcpregistry_*
/.testmondata
.benchmarks/
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3.14
-446
View File
@@ -1,446 +0,0 @@
# AGENTS.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 (SQLite + Postgres): `just test`
- Run all tests against SQLite: `just test-sqlite`
- Run all tests against Postgres: `just test-postgres` (uses testcontainers)
- Run unit tests (SQLite): `just test-unit-sqlite`
- Run unit tests (Postgres): `just test-unit-postgres`
- Run integration tests (SQLite): `just test-int-sqlite`
- Run integration tests (Postgres): `just test-int-postgres`
- Run impacted tests: `just testmon` (pytest-testmon)
- Run MCP smoke test: `just test-smoke`
- Fast local loop: `just fast-check`
- Local consistency check: `just doctor`
- Generate HTML coverage: `just coverage`
- 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`
- Type check (supplemental): `just typecheck-ty` or `uv run ty check src/`
- 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)
**Postgres Testing:** Uses [testcontainers](https://testcontainers-python.readthedocs.io/) which automatically spins up a Postgres instance in Docker. No manual database setup required - just have Docker running.
**Doctor Note:** `just doctor` runs with a temporary HOME/config so it won't touch your local Basic Memory settings. It leaves temp dirs in `/tmp` (safe to ignore or remove).
**Testmon Note:** When no files have changed, `just testmon` may collect 0 tests. That's expected and means no impacted tests were detected.
### Code/Test/Verify Loop (fast path)
1) **Code:** make changes.
2) **Test:** `just fast-check` (lint/format/typecheck + impacted tests + MCP smoke).
3) **Verify:** `just doctor` (end-to-end file ↔ DB loop in a temp project).
4) **Full gate (when needed):** `just test` or `just check` for SQLite + Postgres.
If testmon is “cold,” the first run may be long. Subsequent runs get much faster.
### 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`
- Smoke tests are marked with `@pytest.mark.smoke`
### 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)
### Code Change Guidelines
- **Full file read before edits**: Before editing any file, read it in full first to ensure complete context; partial reads lead to corrupted edits
- **Minimize diffs**: Prefer the smallest change that satisfies the request. Avoid unrelated refactors or style rewrites unless necessary for correctness
- **No speculative getattr**: Never use `getattr(obj, "attr", default)` when unsure about attribute names. Check the class definition or source code first
- **Fail fast**: Write code with fail-fast logic by default. Do not swallow exceptions with errors or warnings
- **No fallback logic**: Do not add fallback logic unless explicitly told to and agreed with the user
- **No guessing**: Do not say "The issue is..." before you actually know what the issue is. Investigate first.
### Literate Programming Style
Code should tell a story. Comments must explain the "why" and narrative flow, not just the "what".
**Section Headers:**
For files with multiple phases of logic, add section headers so the control flow reads like chapters:
```python
# --- Authentication ---
# ... auth logic ...
# --- Data Validation ---
# ... validation logic ...
# --- Business Logic ---
# ... core logic ...
```
**Decision Point Comments:**
For conditionals that materially change behavior (gates, fallbacks, retries, feature flags), add comments with:
- **Trigger**: what condition causes this branch
- **Why**: the rationale (cost, correctness, UX, determinism)
- **Outcome**: what changes downstream
```python
# Trigger: project has no active sync watcher
# Why: avoid duplicate file system watchers consuming resources
# Outcome: starts new watcher, registers in active_watchers dict
if project_id not in active_watchers:
start_watcher(project_id)
```
**Constraint Comments:**
If code exists because of a constraint (async requirements, rate limits, schema compatibility), explain the constraint near the code:
```python
# SQLite requires WAL mode for concurrent read/write access
connection.execute("PRAGMA journal_mode=WAL")
```
**What NOT to Comment:**
Avoid comments that restate obvious code:
```python
# Bad - restates code
counter += 1 # increment counter
# Good - explains why
counter += 1 # track retries for backoff calculation
```
### Codebase Architecture
See [docs/ARCHITECTURE.md](docs/ARCHITECTURE.md) for detailed architecture documentation.
**Directory Structure:**
- `/alembic` - Alembic db migrations
- `/api` - FastAPI REST endpoints + `container.py` composition root
- `/cli` - Typer CLI + `container.py` composition root
- `/deps` - Feature-scoped FastAPI dependencies (config, db, projects, repositories, services, importers)
- `/importers` - Import functionality for Claude, ChatGPT, and other sources
- `/markdown` - Markdown parsing and processing
- `/mcp` - MCP server + `container.py` composition root + `clients/` typed API clients
- `/models` - SQLAlchemy ORM models
- `/repository` - Data access layer
- `/schemas` - Pydantic models for validation
- `/services` - Business logic layer
- `/sync` - File synchronization services + `coordinator.py` for lifecycle management
**Composition Roots:**
Each entrypoint (API, MCP, CLI) has a composition root that:
- Reads `ConfigManager` (the only place that reads global config)
- Resolves runtime mode via `RuntimeMode` enum (TEST > CLOUD > LOCAL)
- Provides dependencies to downstream code explicitly
**Typed API Clients (MCP):**
MCP tools use typed clients in `mcp/clients/` to communicate with the API:
- `KnowledgeClient` - Entity CRUD operations
- `SearchClient` - Search operations
- `MemoryClient` - Context building
- `DirectoryClient` - Directory listing
- `ResourceClient` - Resource reading
- `ProjectClient` - Project management
Flow: MCP Tool → Typed Client → HTTP API → Router → Service → Repository
### 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
- By default, tests run against SQLite (fast, no Docker needed)
- Set `BASIC_MEMORY_TEST_POSTGRES=1` to run against Postgres (uses testcontainers - Docker required)
- Each test runs in a standalone environment with isolated database and tmp_path directory
- CI runs SQLite and Postgres tests in parallel for faster feedback
- 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
- **Coverage must stay at 100%**: Write tests for new code. Only use `# pragma: no cover` when tests would require excessive mocking (e.g., TYPE_CHECKING blocks, error handlers that need failure injection, runtime-mode-dependent code paths)
### Async Client Pattern (Important!)
**MCP tools use `get_project_client()` for per-project routing:**
```python
from basic_memory.mcp.project_context import get_project_client
@mcp.tool()
async def my_tool(project: str | None = None, context: Context | None = None):
async with get_project_client(project, context) as (client, active_project):
# client is routed based on project's mode (local ASGI or cloud HTTP)
response = await call_get(client, "/path")
return response
```
**CLI commands and non-project-scoped code use `get_client()` directly:**
```python
from basic_memory.mcp.async_client import get_client
async def my_cli_command():
async with get_client() as client:
response = await call_get(client, "/path")
return response
# Per-project routing (when project name is known):
async with get_client(project_name="research") as client:
...
```
**Do NOT use:**
-`from basic_memory.mcp.async_client import client` (deprecated module-level client)
- ❌ Manual auth header management
-`inject_auth_header()` (deleted)
- ❌ Separate `get_client()` + `get_active_project()` in MCP tools (use `get_project_client()` instead)
**Key principles:**
- Auth happens at client creation, not per-request
- Proper resource management via context managers
- Per-project routing: each project can be LOCAL or CLOUD independently
- Cloud projects use API key (`cloud_api_key` in config) as Bearer token
- Routing priority: factory injection > force-local > per-project cloud > global cloud > local ASGI
- 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:**
- Check sync status: `basic-memory status`
- Doctor check (file <-> DB loop): `basic-memory doctor`
- Import from Claude: `basic-memory import claude conversations`
- Import from ChatGPT: `basic-memory import chatgpt`
- Import from Memory JSON: `basic-memory import memory-json`
- Tool access: `basic-memory tool` (provides CLI access to MCP tools)
- Continue: `basic-memory tool continue-conversation --topic="search"`
**Project Management:**
- List projects: `basic-memory project list`
- Add project: `basic-memory project add "name" ~/path`
- Project info: `basic-memory project info`
- Set cloud mode: `basic-memory project set-cloud "name"`
- Set local mode: `basic-memory project set-local "name"`
- One-way sync (local -> cloud): `basic-memory project sync`
- Bidirectional sync: `basic-memory project bisync`
- Integrity check: `basic-memory project check`
**Cloud Commands (requires subscription):**
- Authenticate (global): `basic-memory cloud login`
- Logout (global): `basic-memory cloud logout`
- Check cloud status: `basic-memory cloud status`
- Setup cloud sync: `basic-memory cloud setup`
- Save API key: `basic-memory cloud set-key bmc_...`
- Create API key: `basic-memory cloud create-key "name"`
- Manage snapshots: `basic-memory cloud snapshot [create|list|delete|show|browse]`
- Restore from snapshot: `basic-memory cloud restore <path> --snapshot <id>`
### MCP Capabilities
- Basic Memory exposes these MCP tools to LLMs:
**Content Management:**
- `write_note(title, content, directory, 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, is_directory)` - Move notes or directories to new locations, updating database and maintaining links
- `delete_note(identifier, is_directory)` - Delete notes or directories 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
**Visualization:**
- `canvas(nodes, edges, title, directory)` - Generate Obsidian canvas files for knowledge graph visualization
**ChatGPT-Compatible Tools:**
- `search(query)` - Search across knowledge base (OpenAI actions compatible)
- `fetch(id)` - Fetch full content of a search result document
- 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
### 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)
**Per-Project Cloud Routing:**
Individual projects can be routed through the cloud while others stay local, using an API key:
```bash
# Save API key and set project to cloud mode
basic-memory cloud set-key bmc_abc123...
basic-memory project set-cloud research # route through cloud
basic-memory project set-local research # revert to local
```
MCP tools use `get_project_client()` which automatically routes based on the project's mode. Cloud projects use the `cloud_api_key` from config as Bearer token.
**CLI Routing Flags (Global Cloud Mode):**
When global cloud mode is enabled, CLI commands route to the cloud API by default. Use `--local` and `--cloud` flags to override:
```bash
# Force local routing (ignore cloud mode)
basic-memory status --local
basic-memory project list --local
# Force cloud routing (when cloud mode is disabled)
basic-memory status --cloud
basic-memory project info my-project --cloud
```
Key behaviors:
- The local MCP server (`basic-memory mcp`) automatically uses local routing
- This allows simultaneous use of local Claude Desktop and cloud-based clients
- Some commands (like `project default`, `project sync-config`, `project move`) require `--local` in cloud mode since they modify local configuration
- Environment variable `BASIC_MEMORY_FORCE_LOCAL=true` forces local routing globally
- Per-project cloud routing via API key works independently of global cloud mode
## 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.
**Problem-Solving Guidance:**
- If a solution isn't working after reasonable effort, suggest alternative approaches
- Don't persist with a problematic library or pattern when better alternatives exist
- Example: When py-pglite caused cascading test failures, switching to testcontainers-postgres was the right call
## 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
5. **Code Commits**: ALWAYS sign off commits with `git commit -s`
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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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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AGENTS.md
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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
# UV_PYTHON_INSTALL_DIR ensures Python is installed to a persistent location
# that survives in the final image (not in /root/.local which gets lost)
# UV_PYTHON_PREFERENCE=only-managed tells uv to use its managed Python version
ENV PYTHONUNBUFFERED=1 \
PYTHONDONTWRITEBYTECODE=1 \
UV_PYTHON_INSTALL_DIR=/python \
UV_PYTHON_PREFERENCE=only-managed
# 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 ${GID} --create-home --shell /bin/bash appuser
# Copy the project into the image
ADD . /app
# Install Python 3.13 explicitly and sync the project
WORKDIR /app
RUN uv python install 3.13
RUN uv sync --locked --python 3.13
# Create necessary directories and set ownership
RUN mkdir -p /app/data/basic-memory /app/.basic-memory && \
chown -R appuser:${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"]
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GNU AFFERO GENERAL PUBLIC LICENSE
Version 3, 19 November 2007
Copyright (C) 2007 Free Software Foundation, Inc. <https://fsf.org/>
Everyone is permitted to copy and distribute verbatim copies
of this license document, but changing it is not allowed.
Preamble
The GNU Affero General Public License is a free, copyleft license for
software and other kinds of works, specifically designed to ensure
cooperation with the community in the case of network server software.
The licenses for most software and other practical works are designed
to take away your freedom to share and change the works. By contrast,
our General Public Licenses are intended to guarantee your freedom to
share and change all versions of a program--to make sure it remains free
software for all its users.
When we speak of free software, we are referring to freedom, not
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Developers that use our General Public Licenses protect your rights
with two steps: (1) assert copyright on the software, and (2) offer
you this License which gives you legal permission to copy, distribute
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A secondary benefit of defending all users' freedom is that
improvements made in alternate versions of the program, if they
receive widespread use, become available for other developers to
incorporate. Many developers of free software are heartened and
encouraged by the resulting cooperation. However, in the case of
software used on network servers, this result may fail to come about.
The GNU General Public License permits making a modified version and
letting the public access it on a server without ever releasing its
source code to the public.
The GNU Affero General Public License is designed specifically to
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provide the source code of the modified version running there to the
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An older license, called the Affero General Public License and
published by Affero, was designed to accomplish similar goals. This is
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released a new version of the Affero GPL which permits relicensing under
this license.
The precise terms and conditions for copying, distribution and
modification follow.
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A "covered work" means either the unmodified Program or a work based
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# Note Format Reference
Every document in Basic Memory is a plain Markdown file. Files are the source of truth — changes to files automatically update the knowledge graph in the database. You maintain complete ownership, files work with git, and knowledge persists independently of any AI conversation.
## Document Structure
A note has three parts: YAML frontmatter, content (observations), and relations.
```markdown
---
title: Coffee Brewing Methods
type: note
tags: [coffee, brewing]
permalink: coffee-brewing-methods
---
# Coffee Brewing Methods
## Observations
- [method] Pour over provides more flavor clarity than French press
- [technique] Water temperature at 205°F extracts optimal compounds #brewing
- [preference] Ethiopian beans work well with lighter roasts (personal experience)
## Relations
- relates_to [[Coffee Bean Origins]]
- requires [[Proper Grinding Technique]]
- contrasts_with [[Tea Brewing Methods]]
```
The `## Observations` and `## Relations` headings are conventional but not required — the parser detects observations and relations by their syntax patterns anywhere in the document.
## Frontmatter
YAML metadata between `---` fences at the top of the file.
| Field | Required | Default | Description |
|-------|----------|---------|-------------|
| `title` | No | filename stem | Used for linking and references. Auto-set from filename if missing. |
| `type` | No | `note` | Entity type. Used for schema resolution and filtering. |
| `tags` | No | `[]` | List or comma-separated string. Used for organization and search. |
| `permalink` | No | generated from title | Stable identifier. Persists even if the file moves. |
| `schema` | No | none | Schema attachment — dict (inline), string (reference), or omitted (implicit). |
Custom fields are allowed. Any key not in the standard set is stored as `entity_metadata` and indexed for search and filtering.
```yaml
---
title: Paul Graham
type: Person
tags: [startups, essays, lisp]
permalink: paul-graham
status: active
source: wikipedia
---
```
Here `status` and `source` are custom fields stored in `entity_metadata`.
### Frontmatter Value Handling
YAML automatically converts some values to native types. Basic Memory normalizes them:
- Date strings (`2025-10-24`) → kept as ISO format strings
- Numbers (`1.0`) → converted to strings
- Booleans (`true`) → converted to strings (`"True"`)
- Lists and dicts → preserved, items normalized recursively
This prevents errors when downstream code expects string values.
## Observations
An observation is a categorized fact about the entity. Written as a Markdown list item.
**Syntax:**
```
- [category] content text #tag1 #tag2 (context)
```
| Part | Required | Description |
|------|----------|-------------|
| `[category]` | Yes | Classification in square brackets. Any text except `[]()` chars. |
| content | Yes | The fact or statement. |
| `#tags` | No | Inline tags. Space-separated, each starting with `#`. |
| `(context)` | No | Parenthesized text at end of line. Supporting details or source. |
### Examples
```markdown
- [tech] Uses SQLite for storage #database
- [design] Follows local-first architecture #architecture
- [decision] Selected bcrypt for passwords #security (based on OWASP audit)
- [name] Paul Graham
- [expertise] Startups
- [expertise] Lisp
- [expertise] Essay writing
```
Array-like fields use repeated categories — multiple `[expertise]` observations above.
### What Is Not an Observation
The parser excludes these list item patterns:
| Pattern | Example | Reason |
|---------|---------|--------|
| Checkboxes | `- [ ] Todo item`, `- [x] Done`, `- [-] Cancelled` | Task list syntax |
| Markdown links | `- [text](url)` | URL link syntax |
| Bare wiki links | `- [[Target]]` | Treated as a relation instead |
A list item with `#tags` but no `[category]` is still parsed — the tags are extracted and the category defaults to `Note`.
## Relations
Relations connect documents to form the knowledge graph. There are two kinds.
### Explicit Relations
Written as list items with a relation type and a `[[wiki link]]` target.
**Syntax:**
```
- relation_type [[Target Entity]] (context)
```
| Part | Required | Description |
|------|----------|-------------|
| `relation_type` | No | Text before `[[`. Defaults to `relates_to` if omitted. |
| `[[Target]]` | Yes | Wiki link to the target entity. Matched by title or permalink. |
| `(context)` | No | Parenthesized text after `]]`. Supporting details. |
### Examples
```markdown
- implements [[Search Design]]
- depends_on [[Database Schema]]
- works_at [[Y Combinator]] (co-founder)
- [[Some Entity]]
```
The last example — a bare `[[wiki link]]` in a list item — gets relation type `relates_to`.
Common relation types:
- `implements`, `depends_on`, `relates_to`, `inspired_by`
- `extends`, `part_of`, `contains`, `pairs_with`
- `works_at`, `authored`, `collaborated_with`
Any text works as a relation type. These are conventions, not a fixed set.
### Inline References
Wiki links appearing in regular prose (not as list items) create implicit `links_to` relations.
```markdown
This builds on [[Core Design]] and uses [[Utility Functions]].
```
This creates two relations: `links_to [[Core Design]]` and `links_to [[Utility Functions]]`.
### Forward References
Relations can link to entities that don't exist yet. Basic Memory resolves them when the target is created.
## Permalinks and memory:// URLs
Every document has a unique **permalink** — a stable identifier derived from its title. You can set one explicitly in frontmatter, or let the system generate it.
```yaml
permalink: auth-approaches-2024
```
Permalinks form the basis of `memory://` URLs:
```
memory://auth-approaches-2024 # By permalink
memory://Authentication Approaches # By title (auto-resolves)
memory://project/auth-approaches # By path
```
Pattern matching is supported:
```
memory://auth* # Starts with "auth"
memory://*/approaches # Ends with "approaches"
memory://project/*/requirements # Nested wildcard
```
## Schemas
Schemas declare the expected structure of a note — which observation categories and relation types a well-formed note should have. They use Picoschema, a compact notation from Google's Dotprompt that fits naturally in YAML frontmatter.
### Picoschema Syntax
```yaml
schema:
name: string, full name # required field with description
email?: string, contact email # ? = optional
role?: string, job title
works_at?: Organization, employer # capitalized type = entity reference
tags?(array): string, categories # array of type
status?(enum): [active, inactive] # enum with allowed values
metadata?(object): # nested object
updated_at?: string
source?: string
```
| Notation | Meaning | Example |
|----------|---------|---------|
| `field: type` | Required field | `name: string` |
| `field?: type` | Optional field | `role?: string` |
| `field(array): type` | Array of values | `expertise(array): string` |
| `field?(enum): [vals]` | Enum with allowed values | `status?(enum): [active, inactive]` |
| `field?(object):` | Nested object with sub-fields | `metadata?(object):` |
| `, description` | Description after comma | `name: string, full name` |
| `EntityName` | Capitalized type = entity reference | `works_at?: Organization` |
**Scalar types:** `string`, `integer`, `number`, `boolean`, `any`
Any type not in that set whose first letter is uppercase is treated as an entity reference (a relation target).
### Schema-to-Note Mapping
Schemas validate against existing observation/relation syntax. Note authors don't learn new syntax.
| Schema Declaration | Maps To | Example in Note |
|--------------------|---------|-----------------|
| `field: string` | Observation `[field] value` | `- [name] Paul Graham` |
| `field?(array): string` | Multiple `[field]` observations | `- [expertise] Lisp` (repeated) |
| `field?: EntityType` | Relation `field [[Target]]` | `- works_at [[Y Combinator]]` |
| `field?(array): EntityType` | Multiple `field` relations | `- authored [[Book]]` (repeated) |
| `tags` | Frontmatter `tags` array | `tags: [startups, essays]` |
| `field?(enum): [vals]` | Observation `[field] value` where value is in the set | `- [status] active` |
Observations and relations not covered by the schema are valid — schemas describe a subset, not a straitjacket.
### Schema Attachment
Three ways to attach a schema to a note, resolved in priority order:
**1. Inline schema** — `schema` is a dict in frontmatter:
```yaml
---
title: Team Standup 2024-01-15
type: meeting
schema:
attendees(array): string, who was there
decisions(array): string, what was decided
action_items(array): string, follow-ups
blockers?(array): string, anything stuck
---
```
Good for one-off structured notes or prototyping a schema before extracting it.
**2. Explicit reference** — `schema` is a string naming a schema note:
```yaml
---
title: Basic Memory
schema: SoftwareProject
---
```
or by permalink:
```yaml
---
title: LLM Memory Patterns
schema: schema/research-project
---
```
Use when the note's `type` differs from the schema it should validate against, or when multiple schema variants exist.
**3. Implicit by type** — no `schema` field, resolved by matching `type`:
```yaml
---
title: Paul Graham
type: Person
---
```
The system looks up a schema note where `entity: Person`. If found, it applies. If not, no validation occurs.
**4. No schema** — perfectly fine. Most notes don't need one.
### Schema Notes
A schema is itself a Basic Memory note with `type: schema`. It lives anywhere (though `schema/` is the conventional directory).
```yaml
# schema/Person.md
---
title: Person
type: schema
entity: Person
version: 1
schema:
name: string, full name
role?: string, job title or position
works_at?: Organization, employer
expertise?(array): string, areas of knowledge
email?: string, contact email
settings:
validation: warn
---
# Person
A human individual in the knowledge graph.
```
| Field | Required | Description |
|-------|----------|-------------|
| `type` | Yes | Must be `schema` |
| `entity` | Yes | The entity type this schema describes (e.g., `Person`) |
| `version` | No | Schema version number (default: `1`) |
| `schema` | Yes | Picoschema dict defining the fields |
| `settings.validation` | No | Validation mode (default: `warn`) |
Schema notes are regular notes — they show up in search, can have observations and relations, and participate in the knowledge graph.
### Validation Modes
| Mode | Behavior |
|------|----------|
| `warn` | Warnings in output, doesn't block (default) |
| `strict` | Errors that block sync, for CI/CD enforcement |
| `off` | No validation |
### Validation Output
```
$ bm schema validate people/ada-lovelace.md
⚠ Person schema validation:
- Missing required field: name (expected [name] observation)
- Missing optional field: role
- Missing optional field: works_at (no relation found)
Unmatched observations: [fact] ×2, [born] ×1
Unmatched relations: collaborated_with
```
"Unmatched" items are informational — observations and relations the schema doesn't cover.
### Schema Inference
Generate schemas from existing notes by analyzing observation and relation frequency:
```
$ bm schema infer Person
Analyzing 30 notes with type: Person...
Observations found:
[name] 30/30 100% → name: string
[role] 27/30 90% → role?: string
[expertise] 18/30 60% → expertise?(array): string
[email] 8/30 27% → email?: string
Relations found:
works_at 22/30 73% → works_at?: Organization
Suggested schema:
name: string, full name
role?: string, job title
expertise?(array): string, areas of knowledge
email?: string, contact email
works_at?: Organization, employer
Save to schema/Person.md? [y/n]
```
Frequency thresholds:
- **100% present** → required field
- **25%+ present** → optional field
- **Below 25%** → excluded from suggestion
### Schema Drift Detection
Track how usage patterns shift over time:
```
$ bm schema diff Person
Schema drift detected:
+ expertise: now in 81% of notes (was 12%)
- department: dropped to 3% of notes
~ works_at: cardinality changed (one → many)
Update schema? [y/n/review]
```
## Complete Examples
### Simple Note (No Schema)
```markdown
---
title: Project Ideas
type: note
tags: [ideas, brainstorm]
---
# Project Ideas
## Observations
- [idea] Build a CLI tool for markdown linting #tooling
- [idea] Create a recipe knowledge base #cooking
- [priority] Focus on developer tools first (Q1 goal)
## Relations
- inspired_by [[Developer Workflow Research]]
- part_of [[Q1 Planning]]
```
### Schema-Validated Note
Schema at `schema/Person.md`:
```yaml
---
title: Person
type: schema
entity: Person
version: 1
schema:
name: string, full name
role?: string, job title or position
works_at?: Organization, employer
expertise?(array): string, areas of knowledge
email?: string, contact email
settings:
validation: warn
---
# Person
A human individual in the knowledge graph.
```
Note at `people/paul-graham.md`:
```markdown
---
title: Paul Graham
type: Person
tags: [startups, essays, lisp]
---
# Paul Graham
## Observations
- [name] Paul Graham
- [role] Essayist and investor
- [expertise] Startups
- [expertise] Lisp
- [expertise] Essay writing
- [fact] Created Viaweb, the first web app
## Relations
- works_at [[Y Combinator]]
- authored [[Hackers and Painters]]
```
The `[fact]` observation and `authored` relation are not in the schema — they're valid, just unmatched. The schema only checks that `[name]` exists (required) and looks for optional fields like `[role]`, `[expertise]`, and `works_at`.
### Inline Schema Note
```markdown
---
title: Team Standup 2024-01-15
type: meeting
schema:
attendees(array): string, who was there
decisions(array): string, what was decided
action_items(array): string, follow-ups
blockers?(array): string, anything stuck
---
# Team Standup 2024-01-15
## Observations
- [attendees] Paul
- [attendees] Sarah
- [decisions] Ship v2 by Friday
- [action_items] Paul to review PR #42
- [blockers] Waiting on API credentials
```
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@@ -1,680 +0,0 @@
<!-- mcp-name: io.github.basicmachines-co/basic-memory -->
[![License: AGPL v3](https://img.shields.io/badge/License-AGPL_v3-blue.svg)](https://www.gnu.org/licenses/agpl-3.0)
[![PyPI version](https://badge.fury.io/py/basic-memory.svg)](https://badge.fury.io/py/basic-memory)
[![Python 3.12+](https://img.shields.io/badge/python-3.12+-blue.svg)](https://www.python.org/downloads/)
[![Tests](https://github.com/basicmachines-co/basic-memory/workflows/Tests/badge.svg)](https://github.com/basicmachines-co/basic-memory/actions)
[![Ruff](https://img.shields.io/endpoint?url=https://raw.githubusercontent.com/astral-sh/ruff/main/assets/badge/v2.json)](https://github.com/astral-sh/ruff)
![](https://badge.mcpx.dev?type=server 'MCP Server')
![](https://badge.mcpx.dev?type=dev 'MCP Dev')
## 🚀 Basic Memory Cloud is Live!
- **Cross-device and multi-platform support is here.** Your knowledge graph now works on desktop, web, and mobile.
- **Cloud is optional.** The local-first open-source workflow continues as always.
- **OSS discount:** use code `BMFOSS` for 20% off for 3 months.
[Sign up now →](https://basicmemory.com?utm_source=github&utm_medium=referral&utm_campaign=readme)
with a 7 day free trial
# 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.
## What's New in v0.19.0
- **Semantic Vector Search** — find notes by meaning, not just keywords. Combines full-text and vector similarity for hybrid search with FastEmbed embeddings.
- **Schema System** — infer, validate, and diff the structure of your knowledge base with `schema_infer`, `schema_validate`, and `schema_diff` tools.
- **Per-Project Cloud Routing** — route individual projects through the cloud while others stay local, using API key authentication (`basic-memory project set-cloud`).
- **FastMCP 3.0** — upgraded to FastMCP 3.0 with tool annotations for better client integration.
- **CLI Overhaul** — JSON output mode (`--json`) for scripting, workspace-aware commands, and an htop-inspired project dashboard.
- **Smarter Editing**`edit_note` append/prepend auto-creates notes if they don't exist; `write_note` has an overwrite guard to prevent accidental data loss.
- **Richer Search Results** — matched chunk text returned in search results for better context.
See the full [CHANGELOG](CHANGELOG.md) for details.
- Website: [basicmemory.com](https://basicmemory.com?utm_source=github&utm_medium=referral&utm_campaign=readme)
- Documentation: [docs.basicmemory.com](https://docs.basicmemory.com?utm_source=github&utm_medium=referral&utm_campaign=readme)
- Community: [Discord](https://discord.gg/tyvKNccgqN?utm_source=github&utm_medium=referral&utm_campaign=readme)
## 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).
## Automatic Updates
Basic Memory includes a default-on auto-update flow for CLI installs.
- **Auto-install supported:** `uv tool` and Homebrew installs
- **Default check interval:** every 24 hours (`86400` seconds)
- **MCP-safe behavior:** update checks run silently in `basic-memory mcp` mode
- **`uvx` behavior:** skipped (runtime is ephemeral and managed by `uvx`)
Manual update commands:
```bash
# Check now and install if supported
bm update
# Check only, do not install
bm update --check
```
Config options in `~/.basic-memory/config.json`:
```json
{
"auto_update": true,
"update_check_interval": 86400
}
```
To disable automatic updates, set `"auto_update": false`.
## 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 (stores OAuth token locally)
basic-memory cloud login
# (Optional) install/configure rclone for file sync commands
basic-memory cloud setup
# Check cloud auth + health
basic-memory cloud status
```
**Per-Project Cloud Routing** (API key based):
Individual projects can be routed through the cloud while others stay local. This uses an API key for routed
project calls:
```bash
# Save an API key (create one in the web app or via CLI)
basic-memory cloud set-key bmc_abc123...
# Or create one via CLI (requires OAuth login first)
basic-memory cloud create-key "my-laptop"
# Set a project to route through cloud
basic-memory project set-cloud research
# Revert a project to local mode
basic-memory project set-local research
# List projects and route metadata
basic-memory project list
```
`basic-memory cloud login` / `basic-memory cloud logout` are authentication commands. They do not change default CLI
routing behavior.
**Routing Flags**:
Use routing flags to disambiguate command targets:
```bash
# Force local routing for this command
basic-memory status --local
basic-memory project list --local
basic-memory project ls --name main --local
# Force cloud routing for this command
basic-memory status --cloud
basic-memory project info my-project --cloud
basic-memory project ls --name main --cloud
```
No-flag behavior defaults to local when no project context is present.
The local MCP server routes per transport: `--transport stdio` honors per-project routing
(local or cloud), while `--transport streamable-http` and `--transport sse` always route locally.
**CLI Note Editing (`tool edit-note`):**
```bash
# Append content
basic-memory tool edit-note project-plan --operation append --content $'\n## Next Steps\n- Finalize rollout'
# Find/replace with replacement count validation
basic-memory tool edit-note docs/api --operation find_replace --find-text "v0.14.0" --content "v0.15.0" --expected-replacements 2
# Replace a section body
basic-memory tool edit-note docs/setup --operation replace_section --section "## Installation" --content $'Updated install steps\n- Run just install'
# JSON metadata output for integrations
basic-memory tool edit-note docs/setup --operation append --content $'\n- Added note' --format json
```
4. In Claude Desktop, the LLM can now use these tools:
**Content Management:**
```
write_note(title, content, folder, tags, output_format="text"|"json") - Create or update notes
read_note(identifier, page, page_size, output_format="text"|"json") - 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, output_format="text"|"json") - Edit notes incrementally
move_note(identifier, destination_path, output_format="text"|"json") - Move notes with database consistency
delete_note(identifier, output_format="text"|"json") - Delete notes from knowledge base
```
**Knowledge Graph Navigation:**
```
build_context(url, depth, timeframe, output_format="json"|"text") - Navigate knowledge graph via memory:// URLs
recent_activity(type, depth, timeframe, output_format="text"|"json") - 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
search_notes(query, page, page_size, search_type, types, entity_types, after_date, metadata_filters, tags, status, project) - Search with filters (query is optional for filter-only searches)
```
**Project Management:**
```
list_memory_projects(output_format="text"|"json") - List all available projects
create_memory_project(project_name, project_path, output_format="text"|"json") - Create new projects
get_current_project() - Show current project stats
sync_status() - Check synchronization status
```
`output_format` defaults to `"text"` for these tools, preserving current human-readable responses.
`build_context` defaults to `"json"` and can be switched to `"text"` when compact markdown output is preferred.
**Cloud Discovery (opt-in):**
```
cloud_info() - Show optional Cloud overview and setup guidance
release_notes() - Show latest release notes
```
**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://docs.basicmemory.com?utm_source=github&utm_medium=referral&utm_campaign=readme) for more info, including:
- [Complete User Guide](https://docs.basicmemory.com/user-guide/?utm_source=github&utm_medium=referral&utm_campaign=readme)
- [CLI tools](https://docs.basicmemory.com/guides/cli-reference/?utm_source=github&utm_medium=referral&utm_campaign=readme)
- [Cloud CLI and Sync](https://docs.basicmemory.com/guides/cloud-cli/?utm_source=github&utm_medium=referral&utm_campaign=readme)
- [Managing multiple Projects](https://docs.basicmemory.com/guides/cli-reference/?utm_source=github&utm_medium=referral&utm_campaign=readme#project)
- [Importing data from OpenAI/Claude Projects](https://docs.basicmemory.com/guides/cli-reference/?utm_source=github&utm_medium=referral&utm_campaign=readme#import)
## Telemetry
Basic Memory collects anonymous, minimal usage events to understand how the CLI-to-cloud conversion funnel performs. This helps us prioritize features and improve the product.
**What we collect:**
- Cloud promo impressions (when the promo banner is shown)
- Cloud login attempts and outcomes
- Promo opt-out events
**What we do NOT collect:**
- No file contents, note titles, or knowledge base data
- No personally identifiable information (PII)
- No IP address tracking or fingerprinting
- No per-command or per-tool-call tracking
Events are sent to our [Umami Cloud](https://umami.is) instance, an open-source, privacy-focused analytics platform. Events are fire-and-forget on a background thread — analytics never blocks or slows the CLI.
**Opt out** by setting the environment variable:
```bash
export BASIC_MEMORY_NO_PROMOS=1
```
This disables both promo messages and all telemetry events.
## Logging
Basic Memory uses [Loguru](https://github.com/Delgan/loguru) for logging. The logging behavior varies by entry point:
| Entry Point | Default Behavior | Use Case |
|-------------|------------------|----------|
| CLI commands | File only | Prevents log output from interfering with command output |
| MCP server | File only | Stdout would corrupt the JSON-RPC protocol |
| API server | File (local) or stdout (cloud) | Docker/cloud deployments use stdout |
**Log file location:** `~/.basic-memory/basic-memory.log` (10MB rotation, 10 days retention)
### Environment Variables
| Variable | Default | Description |
|----------|---------|-------------|
| `BASIC_MEMORY_LOG_LEVEL` | `INFO` | Log level: DEBUG, INFO, WARNING, ERROR |
| `BASIC_MEMORY_CLOUD_MODE` | `false` | When `true`, API logs to stdout with structured context |
| `BASIC_MEMORY_FORCE_LOCAL` | `false` | When `true`, forces local API routing |
| `BASIC_MEMORY_FORCE_CLOUD` | `false` | When `true`, forces cloud API routing |
| `BASIC_MEMORY_EXPLICIT_ROUTING` | `false` | When `true`, marks route selection as explicit (`--local`/`--cloud`) |
| `BASIC_MEMORY_ENV` | `dev` | Set to `test` for test mode (stderr only) |
| `BASIC_MEMORY_NO_PROMOS` | `false` | When `true`, disables cloud promo messages and telemetry |
### Examples
```bash
# Enable debug logging
BASIC_MEMORY_LOG_LEVEL=DEBUG basic-memory sync
# View logs
tail -f ~/.basic-memory/basic-memory.log
# Cloud/Docker mode (stdout logging with structured context)
BASIC_MEMORY_CLOUD_MODE=true uvicorn basic_memory.api.app:app
```
## Development
### Running Tests
Basic Memory supports dual database backends (SQLite and Postgres). By default, tests run against SQLite. Set `BASIC_MEMORY_TEST_POSTGRES=1` to run against Postgres (uses testcontainers - Docker required).
**Quick Start:**
```bash
# Run all tests against SQLite (default, fast)
just test-sqlite
# Run all tests against Postgres (uses testcontainers)
just test-postgres
# Run both SQLite and Postgres tests
just test
```
**Available Test Commands:**
- `just test` - Run all tests against both SQLite and Postgres
- `just test-sqlite` - Run all tests against SQLite (fast, no Docker needed)
- `just test-postgres` - Run all tests against Postgres (uses testcontainers)
- `just test-unit-sqlite` - Run unit tests against SQLite
- `just test-unit-postgres` - Run unit tests against Postgres
- `just test-int-sqlite` - Run integration tests against SQLite
- `just test-int-postgres` - Run integration tests against Postgres
- `just test-windows` - Run Windows-specific tests (auto-skips on other platforms)
- `just test-benchmark` - Run performance benchmark tests
- `just testmon` - Run tests impacted by recent changes (pytest-testmon)
- `just test-smoke` - Run fast MCP end-to-end smoke test
- `just fast-check` - Run fix/format/typecheck + impacted tests + smoke test
- `just doctor` - Run local file <-> DB consistency checks with temp config
**Postgres Testing:**
Postgres tests use [testcontainers](https://testcontainers-python.readthedocs.io/) which automatically spins up a Postgres instance in Docker. No manual database setup required - just have Docker running.
**Testmon Note:** When no files have changed, `just testmon` may collect 0 tests. That's expected and means no impacted tests were detected.
**Test Markers:**
Tests use pytest markers for selective execution:
- `windows` - Windows-specific database optimizations
- `benchmark` - Performance tests (excluded from default runs)
- `smoke` - Fast MCP end-to-end smoke tests
**Other Development Commands:**
```bash
just install # Install with dev dependencies
just lint # Run linting checks
just typecheck # Run type checking
just typecheck-ty # Run ty type checking (incremental supplement to pyright)
just format # Format code with ruff
just fast-check # Fast local loop (fix/format/typecheck + testmon + smoke)
just doctor # Local consistency check (temp config)
just check # Run all quality checks
just migration "msg" # Create database migration
```
**Type Checking Strategy:**
- `just typecheck` (Pyright) remains the primary, blocking type checker.
- `just typecheck-ty` (Astral `ty`) is available as a supplemental checker while rules are adopted incrementally.
- We recommend running both locally while reducing `ty` diagnostics over time.
**Local Consistency Check:**
```bash
basic-memory doctor # Verifies file <-> database sync in a temp project
```
See the [justfile](justfile) for the complete list of development commands.
## 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](https://basicmachines.co?utm_source=github&utm_medium=referral&utm_campaign=readme)
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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 with PostgreSQL
# Use this for local development and testing with Postgres backend
#
# Usage:
# docker-compose -f docker-compose-postgres.yml up -d
# docker-compose -f docker-compose-postgres.yml down
services:
postgres:
image: postgres:17
container_name: basic-memory-postgres
environment:
# Local development/test credentials - NOT for production
# These values are referenced by tests and justfile commands
POSTGRES_DB: basic_memory
POSTGRES_USER: basic_memory_user
POSTGRES_PASSWORD: dev_password # Simple password for local testing only
ports:
- "5433:5432"
volumes:
- postgres_data:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U basic_memory_user -d basic_memory"]
interval: 10s
timeout: 5s
retries: 5
restart: unless-stopped
volumes:
# Named volume for Postgres data
postgres_data:
driver: local
# Named volume for persistent configuration
# Database will be stored in Postgres, not in this volume
basic-memory-config:
driver: local
# Network configuration (optional)
# networks:
# basic-memory-net:
# driver: bridge
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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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# Basic Memory Architecture
This document describes the architectural patterns and composition structure of Basic Memory.
## Overview
Basic Memory is a local-first knowledge management system with three entrypoints:
- **API** - FastAPI REST server for HTTP access
- **MCP** - Model Context Protocol server for LLM integration
- **CLI** - Typer command-line interface
Each entrypoint uses a **composition root** pattern to manage configuration and dependencies.
## Composition Roots
### What is a Composition Root?
A composition root is the single place in an application where dependencies are wired together. In Basic Memory, each entrypoint has its own composition root that:
1. Reads configuration from `ConfigManager`
2. Resolves runtime mode (local/test)
3. Creates and provides dependencies to downstream code
**Key principle**: Only composition roots read global configuration. All other modules receive configuration explicitly.
### Container Structure
Each entrypoint has a container dataclass in its package:
```
src/basic_memory/
├── api/
│ └── container.py # ApiContainer
├── mcp/
│ └── container.py # McpContainer
├── cli/
│ └── container.py # CliContainer
└── runtime.py # RuntimeMode enum and resolver
```
### Container Pattern
All containers follow the same structure:
```python
@dataclass
class Container:
config: BasicMemoryConfig
mode: RuntimeMode
@classmethod
def create(cls) -> "Container":
"""Create container by reading ConfigManager."""
config = ConfigManager().config
mode = resolve_runtime_mode(is_test_env=config.is_test_env)
return cls(config=config, mode=mode)
@property
def some_computed_property(self) -> bool:
"""Derived values based on config and mode."""
return self.mode.is_local and self.config.some_setting
# Module-level singleton
_container: Container | None = None
def get_container() -> Container:
if _container is None:
raise RuntimeError("Container not initialized")
return _container
def set_container(container: Container) -> None:
global _container
_container = container
```
### Runtime Mode Resolution
The `RuntimeMode` enum centralizes mode detection:
```python
class RuntimeMode(Enum):
LOCAL = "local"
CLOUD = "cloud"
TEST = "test"
@property
def is_cloud(self) -> bool:
return self == RuntimeMode.CLOUD
@property
def is_local(self) -> bool:
return self == RuntimeMode.LOCAL
@property
def is_test(self) -> bool:
return self == RuntimeMode.TEST
```
Resolution follows this precedence in local app flows: **TEST > LOCAL**
```python
def resolve_runtime_mode(is_test_env: bool) -> RuntimeMode:
if is_test_env:
return RuntimeMode.TEST
return RuntimeMode.LOCAL
```
**Note**: `RuntimeMode` determines global behavior (e.g., whether to start file sync).
Per-project routing is orthogonal: individual projects can be set to `cloud` mode via `ProjectMode`,
which affects client routing in `get_client(project_name=...)` without changing global runtime mode.
`RuntimeMode.CLOUD` may remain for compatibility, but standard local runtime resolution does not select it.
## Dependencies Package
### Structure
The `deps/` package provides FastAPI dependencies organized by feature:
```
src/basic_memory/deps/
├── __init__.py # Re-exports for backwards compatibility
├── config.py # Configuration access
├── db.py # Database/session management
├── projects.py # Project resolution
├── repositories.py # Data access layer
├── services.py # Business logic layer
└── importers.py # Import functionality
```
### Usage in Routers
```python
from basic_memory.deps.services import get_entity_service
from basic_memory.deps.projects import get_project_config
@router.get("/entities/{id}")
async def get_entity(
id: int,
entity_service: EntityService = Depends(get_entity_service),
project: ProjectConfig = Depends(get_project_config),
):
return await entity_service.get(id)
```
### Backwards Compatibility
The old `deps.py` file still exists as a thin re-export shim:
```python
# deps.py - backwards compatibility shim
from basic_memory.deps import *
```
New code should import from specific submodules (`basic_memory.deps.services`) for clarity.
## MCP Tools Architecture
### Typed API Clients
MCP tools communicate with the API through typed clients that encapsulate HTTP paths and response validation:
```
src/basic_memory/mcp/clients/
├── __init__.py # Re-exports all clients
├── base.py # BaseClient with common logic
├── knowledge.py # KnowledgeClient - entity CRUD
├── search.py # SearchClient - search operations
├── memory.py # MemoryClient - context building
├── directory.py # DirectoryClient - directory listing
├── resource.py # ResourceClient - resource reading
└── project.py # ProjectClient - project management
```
### Client Pattern
Each client encapsulates API paths and validates responses:
```python
class KnowledgeClient(BaseClient):
"""Client for knowledge/entity operations."""
async def resolve_entity(self, identifier: str) -> int:
"""Resolve identifier to entity ID."""
response = await call_get(
self.http_client,
f"{self._base_path}/resolve/{identifier}",
)
return int(response.text)
async def get_entity(self, entity_id: int) -> EntityResponse:
"""Get entity by ID."""
response = await call_get(
self.http_client,
f"{self._base_path}/entities/{entity_id}",
)
return EntityResponse.model_validate(response.json())
```
### Tool → Client → API Flow
```
MCP Tool (thin adapter)
Typed Client (encapsulates paths, validates responses)
HTTP API (FastAPI router)
Service Layer (business logic)
Repository Layer (data access)
```
Example tool using typed client:
```python
@mcp.tool()
async def search_notes(
query: str,
project: str | None = None,
metadata_filters: dict | None = None,
tags: list[str] | None = None,
status: str | None = None,
) -> SearchResponse:
async with get_project_client(project, context) as (client, active_project):
# Import client inside function to avoid circular imports
from basic_memory.mcp.clients import SearchClient
from basic_memory.schemas.search import SearchQuery
search_query = SearchQuery(
text=query,
metadata_filters=metadata_filters,
tags=tags,
status=status,
)
search_client = SearchClient(client, active_project.external_id)
return await search_client.search(search_query.model_dump())
```
### Per-Project Client Routing
`get_project_client()` from `mcp/project_context.py` is an async context manager that:
1. Resolves the project name from config (no network call)
2. Creates the correctly-routed client based on the project's mode (local ASGI or cloud HTTP with API key)
3. Validates the project via the API
4. Yields `(client, active_project)` tuple
This solves the bootstrap problem: you need the project name to choose the right client (local vs cloud), but you need the client to validate the project exists.
```python
from basic_memory.mcp.project_context import get_project_client
async with get_project_client(project, context) as (client, active_project):
# client is routed based on project's mode (local or cloud)
# active_project is validated via the API
...
```
## Sync Coordination
### SyncCoordinator
The `SyncCoordinator` centralizes sync/watch lifecycle management:
```python
@dataclass
class SyncCoordinator:
"""Coordinates file sync and watch operations."""
status: SyncStatus = SyncStatus.NOT_STARTED
sync_task: asyncio.Task | None = None
watch_service: WatchService | None = None
async def start(self, ...):
"""Start sync and watch operations."""
async def stop(self):
"""Stop all sync operations gracefully."""
def get_status_info(self) -> dict:
"""Get current sync status for observability."""
```
### Status Enum
```python
class SyncStatus(Enum):
NOT_STARTED = "not_started"
STARTING = "starting"
RUNNING = "running"
STOPPING = "stopping"
STOPPED = "stopped"
ERROR = "error"
```
## Project Resolution
### ProjectResolver
Unified project selection across all entrypoints:
```python
class ProjectResolver:
"""Resolves which project to use based on context."""
def resolve(
self,
explicit_project: str | None = None,
) -> ResolvedProject:
"""Resolve project using three-tier hierarchy:
1. Explicit project parameter
2. Default project from config
3. Single available project
"""
```
### Resolution Modes
```python
class ResolutionMode(Enum):
EXPLICIT = "explicit" # User specified project
DEFAULT = "default" # Using configured default
SINGLE_PROJECT = "single" # Only one project exists
FALLBACK = "fallback" # Using first available
```
## Testing Patterns
### Container Testing
Each container has corresponding tests:
```
tests/
├── api/test_api_container.py
├── mcp/test_mcp_container.py
└── cli/test_cli_container.py
```
Tests verify:
- Container creation from config
- Runtime mode properties
- Container accessor functions (get/set)
### Mocking Typed Clients
When testing MCP tools, mock at the client level:
```python
def test_search_notes(monkeypatch):
import basic_memory.mcp.clients as clients_mod
class MockSearchClient:
async def search(self, query):
return SearchResponse(results=[...])
monkeypatch.setattr(clients_mod, "SearchClient", MockSearchClient)
```
## Design Principles
### 1. Explicit Dependencies
Modules receive configuration explicitly rather than reading globals:
```python
# Good - explicit injection
async def sync_files(config: BasicMemoryConfig):
...
# Avoid - hidden global access
async def sync_files():
config = ConfigManager().config # Hidden coupling
```
### 2. Single Responsibility
Each layer has a clear responsibility:
- **Containers**: Wire dependencies
- **Clients**: Encapsulate HTTP communication
- **Services**: Business logic
- **Repositories**: Data access
- **Tools/Routers**: Thin adapters
### 3. Deferred Imports
To avoid circular imports, typed clients are imported inside functions:
```python
async def my_tool():
async with get_client() as client:
# Import here to avoid circular dependency
from basic_memory.mcp.clients import KnowledgeClient
knowledge_client = KnowledgeClient(client, project_id)
```
### 4. Backwards Compatibility
When refactoring, maintain backwards compatibility via shims:
```python
# Old module becomes a shim
from basic_memory.new_location import *
# Docstring explains migration path
"""
DEPRECATED: Import from basic_memory.new_location instead.
This shim will be removed in a future version.
"""
```
## File Organization
```
src/basic_memory/
├── api/
│ ├── container.py # API composition root
│ ├── routers/ # FastAPI routers
│ └── ...
├── mcp/
│ ├── container.py # MCP composition root
│ ├── clients/ # Typed API clients
│ ├── tools/ # MCP tool definitions
│ └── server.py # MCP server setup
├── cli/
│ ├── container.py # CLI composition root
│ ├── app.py # Typer app
│ └── commands/ # CLI command groups
├── deps/
│ ├── config.py # Config dependencies
│ ├── db.py # Database dependencies
│ ├── projects.py # Project dependencies
│ ├── repositories.py # Repository dependencies
│ ├── services.py # Service dependencies
│ └── importers.py # Importer dependencies
├── sync/
│ ├── coordinator.py # SyncCoordinator
│ └── ...
├── runtime.py # RuntimeMode resolution
├── project_resolver.py # Unified project selection
└── config.py # Configuration management
```
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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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# Note Format Reference
Every document in Basic Memory is a plain Markdown file. Files are the source of truth — changes to files automatically update the knowledge graph in the database. You maintain complete ownership, files work with git, and knowledge persists independently of any AI conversation.
## Document Structure
A note has three parts: YAML frontmatter, content (observations), and relations.
```markdown
---
title: Coffee Brewing Methods
type: note
tags: [coffee, brewing]
permalink: coffee-brewing-methods
---
# Coffee Brewing Methods
## Observations
- [method] Pour over provides more flavor clarity than French press
- [technique] Water temperature at 205°F extracts optimal compounds #brewing
- [preference] Ethiopian beans work well with lighter roasts (personal experience)
## Relations
- relates_to [[Coffee Bean Origins]]
- requires [[Proper Grinding Technique]]
- contrasts_with [[Tea Brewing Methods]]
```
The `## Observations` and `## Relations` headings are conventional but not required — the parser detects observations and relations by their syntax patterns anywhere in the document.
## Frontmatter
YAML metadata between `---` fences at the top of the file.
| Field | Required | Default | Description |
|-------|----------|---------|-------------|
| `title` | No | filename stem | Used for linking and references. Auto-set from filename if missing. |
| `type` | No | `note` | Entity type. Used for schema resolution and filtering. |
| `tags` | No | `[]` | List or comma-separated string. Used for organization and search. |
| `permalink` | No | generated from title | Stable identifier. Persists even if the file moves. |
| `schema` | No | none | Schema attachment — dict (inline), string (reference), or omitted (implicit). |
Custom fields are allowed. Any key not in the standard set is stored as `entity_metadata` and indexed for search and filtering.
```yaml
---
title: Paul Graham
type: Person
tags: [startups, essays, lisp]
permalink: paul-graham
status: active
source: wikipedia
---
```
Here `status` and `source` are custom fields stored in `entity_metadata`.
### Frontmatter Value Handling
YAML automatically converts some values to native types. Basic Memory normalizes them:
- Date strings (`2025-10-24`) → kept as ISO format strings
- Numbers (`1.0`) → converted to strings
- Booleans (`true`) → converted to strings (`"True"`)
- Lists and dicts → preserved, items normalized recursively
This prevents errors when downstream code expects string values.
## Observations
An observation is a categorized fact about the entity. Written as a Markdown list item.
**Syntax:**
```
- [category] content text #tag1 #tag2 (context)
```
| Part | Required | Description |
|------|----------|-------------|
| `[category]` | Yes | Classification in square brackets. Any text except `[]()` chars. |
| content | Yes | The fact or statement. |
| `#tags` | No | Inline tags. Space-separated, each starting with `#`. |
| `(context)` | No | Parenthesized text at end of line. Supporting details or source. |
### Examples
```markdown
- [tech] Uses SQLite for storage #database
- [design] Follows local-first architecture #architecture
- [decision] Selected bcrypt for passwords #security (based on OWASP audit)
- [name] Paul Graham
- [expertise] Startups
- [expertise] Lisp
- [expertise] Essay writing
```
Array-like fields use repeated categories — multiple `[expertise]` observations above.
### What Is Not an Observation
The parser excludes these list item patterns:
| Pattern | Example | Reason |
|---------|---------|--------|
| Checkboxes | `- [ ] Todo item`, `- [x] Done`, `- [-] Cancelled` | Task list syntax |
| Markdown links | `- [text](url)` | URL link syntax |
| Bare wiki links | `- [[Target]]` | Treated as a relation instead |
A list item with `#tags` but no `[category]` is still parsed — the tags are extracted and the category defaults to `Note`.
## Relations
Relations connect documents to form the knowledge graph. There are two kinds.
### Explicit Relations
Written as list items with a relation type and a `[[wiki link]]` target.
**Syntax:**
```
- relation_type [[Target Entity]] (context)
```
| Part | Required | Description |
|------|----------|-------------|
| `relation_type` | No | Text before `[[`. Defaults to `relates_to` if omitted. |
| `[[Target]]` | Yes | Wiki link to the target entity. Matched by title or permalink. |
| `(context)` | No | Parenthesized text after `]]`. Supporting details. |
### Examples
```markdown
- implements [[Search Design]]
- depends_on [[Database Schema]]
- works_at [[Y Combinator]] (co-founder)
- [[Some Entity]]
```
The last example — a bare `[[wiki link]]` in a list item — gets relation type `relates_to`.
Common relation types:
- `implements`, `depends_on`, `relates_to`, `inspired_by`
- `extends`, `part_of`, `contains`, `pairs_with`
- `works_at`, `authored`, `collaborated_with`
Any text works as a relation type. These are conventions, not a fixed set.
### Inline References
Wiki links appearing in regular prose (not as list items) create implicit `links_to` relations.
```markdown
This builds on [[Core Design]] and uses [[Utility Functions]].
```
This creates two relations: `links_to [[Core Design]]` and `links_to [[Utility Functions]]`.
### Forward References
Relations can link to entities that don't exist yet. Basic Memory resolves them when the target is created.
## Permalinks and memory:// URLs
Every document has a unique **permalink** — a stable identifier derived from its title. You can set one explicitly in frontmatter, or let the system generate it.
```yaml
permalink: auth-approaches-2024
```
Permalinks form the basis of `memory://` URLs:
```
memory://auth-approaches-2024 # By permalink
memory://Authentication Approaches # By title (auto-resolves)
memory://project/auth-approaches # By path
```
Pattern matching is supported:
```
memory://auth* # Starts with "auth"
memory://*/approaches # Ends with "approaches"
memory://project/*/requirements # Nested wildcard
```
## Schemas
Schemas declare the expected structure of a note — which observation categories and relation types a well-formed note should have. They use Picoschema, a compact notation from Google's Dotprompt that fits naturally in YAML frontmatter.
### Picoschema Syntax
```yaml
schema:
name: string, full name # required field with description
email?: string, contact email # ? = optional
role?: string, job title
works_at?: Organization, employer # capitalized type = entity reference
tags?(array): string, categories # array of type
status?(enum): [active, inactive] # enum with allowed values
metadata?(object): # nested object
updated_at?: string
source?: string
```
| Notation | Meaning | Example |
|----------|---------|---------|
| `field: type` | Required field | `name: string` |
| `field?: type` | Optional field | `role?: string` |
| `field(array): type` | Array of values | `expertise(array): string` |
| `field?(enum): [vals]` | Enum with allowed values | `status?(enum): [active, inactive]` |
| `field?(object):` | Nested object with sub-fields | `metadata?(object):` |
| `, description` | Description after comma | `name: string, full name` |
| `EntityName` | Capitalized type = entity reference | `works_at?: Organization` |
**Scalar types:** `string`, `integer`, `number`, `boolean`, `any`
Any type not in that set whose first letter is uppercase is treated as an entity reference (a relation target).
### Schema-to-Note Mapping
Schemas validate against existing observation/relation syntax. Note authors don't learn new syntax.
| Schema Declaration | Maps To | Example in Note |
|--------------------|---------|-----------------|
| `field: string` | Observation `[field] value` | `- [name] Paul Graham` |
| `field?(array): string` | Multiple `[field]` observations | `- [expertise] Lisp` (repeated) |
| `field?: EntityType` | Relation `field [[Target]]` | `- works_at [[Y Combinator]]` |
| `field?(array): EntityType` | Multiple `field` relations | `- authored [[Book]]` (repeated) |
| `tags` | Frontmatter `tags` array | `tags: [startups, essays]` |
| `field?(enum): [vals]` | Observation `[field] value` where value is in the set | `- [status] active` |
Observations and relations not covered by the schema are valid — schemas describe a subset, not a straitjacket.
### Schema Attachment
Three ways to attach a schema to a note, resolved in priority order:
**1. Inline schema** — `schema` is a dict in frontmatter:
```yaml
---
title: Team Standup 2024-01-15
type: meeting
schema:
attendees(array): string, who was there
decisions(array): string, what was decided
action_items(array): string, follow-ups
blockers?(array): string, anything stuck
---
```
Good for one-off structured notes or prototyping a schema before extracting it.
**2. Explicit reference** — `schema` is a string naming a schema note:
```yaml
---
title: Basic Memory
schema: SoftwareProject
---
```
or by permalink:
```yaml
---
title: LLM Memory Patterns
schema: schema/research-project
---
```
Use when the note's `type` differs from the schema it should validate against, or when multiple schema variants exist.
**3. Implicit by type** — no `schema` field, resolved by matching `type`:
```yaml
---
title: Paul Graham
type: Person
---
```
The system looks up a schema note where `entity: Person`. If found, it applies. If not, no validation occurs.
**4. No schema** — perfectly fine. Most notes don't need one.
### Schema Notes
A schema is itself a Basic Memory note with `type: schema`. It lives anywhere (though `schema/` is the conventional directory).
```yaml
# schema/Person.md
---
title: Person
type: schema
entity: Person
version: 1
schema:
name: string, full name
role?: string, job title or position
works_at?: Organization, employer
expertise?(array): string, areas of knowledge
email?: string, contact email
settings:
validation: warn
---
# Person
A human individual in the knowledge graph.
```
| Field | Required | Description |
|-------|----------|-------------|
| `type` | Yes | Must be `schema` |
| `entity` | Yes | The entity type this schema describes (e.g., `Person`) |
| `version` | No | Schema version number (default: `1`) |
| `schema` | Yes | Picoschema dict defining the fields |
| `settings.validation` | No | Validation mode (default: `warn`) |
Schema notes are regular notes — they show up in search, can have observations and relations, and participate in the knowledge graph.
### Validation Modes
| Mode | Behavior |
|------|----------|
| `warn` | Warnings in output, doesn't block (default) |
| `strict` | Errors that block sync, for CI/CD enforcement |
| `off` | No validation |
### Validation Output
```
$ bm schema validate people/ada-lovelace.md
⚠ Person schema validation:
- Missing required field: name (expected [name] observation)
- Missing optional field: role
- Missing optional field: works_at (no relation found)
Unmatched observations: [fact] ×2, [born] ×1
Unmatched relations: collaborated_with
```
"Unmatched" items are informational — observations and relations the schema doesn't cover.
### Schema Inference
Generate schemas from existing notes by analyzing observation and relation frequency:
```
$ bm schema infer Person
Analyzing 30 notes with type: Person...
Observations found:
[name] 30/30 100% → name: string
[role] 27/30 90% → role?: string
[expertise] 18/30 60% → expertise?(array): string
[email] 8/30 27% → email?: string
Relations found:
works_at 22/30 73% → works_at?: Organization
Suggested schema:
name: string, full name
role?: string, job title
expertise?(array): string, areas of knowledge
email?: string, contact email
works_at?: Organization, employer
Save to schema/Person.md? [y/n]
```
Frequency thresholds:
- **100% present** → required field
- **25%+ present** → optional field
- **Below 25%** → excluded from suggestion
### Schema Drift Detection
Track how usage patterns shift over time:
```
$ bm schema diff Person
Schema drift detected:
+ expertise: now in 81% of notes (was 12%)
- department: dropped to 3% of notes
~ works_at: cardinality changed (one → many)
Update schema? [y/n/review]
```
## Complete Examples
### Simple Note (No Schema)
```markdown
---
title: Project Ideas
type: note
tags: [ideas, brainstorm]
---
# Project Ideas
## Observations
- [idea] Build a CLI tool for markdown linting #tooling
- [idea] Create a recipe knowledge base #cooking
- [priority] Focus on developer tools first (Q1 goal)
## Relations
- inspired_by [[Developer Workflow Research]]
- part_of [[Q1 Planning]]
```
### Schema-Validated Note
Schema at `schema/Person.md`:
```yaml
---
title: Person
type: schema
entity: Person
version: 1
schema:
name: string, full name
role?: string, job title or position
works_at?: Organization, employer
expertise?(array): string, areas of knowledge
email?: string, contact email
settings:
validation: warn
---
# Person
A human individual in the knowledge graph.
```
Note at `people/paul-graham.md`:
```markdown
---
title: Paul Graham
type: Person
tags: [startups, essays, lisp]
---
# Paul Graham
## Observations
- [name] Paul Graham
- [role] Essayist and investor
- [expertise] Startups
- [expertise] Lisp
- [expertise] Essay writing
- [fact] Created Viaweb, the first web app
## Relations
- works_at [[Y Combinator]]
- authored [[Hackers and Painters]]
```
The `[fact]` observation and `authored` relation are not in the schema — they're valid, just unmatched. The schema only checks that `[name]` exists (required) and looks for optional fields like `[role]`, `[expertise]`, and `works_at`.
### Inline Schema Note
```markdown
---
title: Team Standup 2024-01-15
type: meeting
schema:
attendees(array): string, who was there
decisions(array): string, what was decided
action_items(array): string, follow-ups
blockers?(array): string, anything stuck
---
# Team Standup 2024-01-15
## Observations
- [attendees] Paul
- [attendees] Sarah
- [decisions] Ship v2 by Friday
- [action_items] Paul to review PR #42
- [blockers] Waiting on API credentials
```
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# Simplified Local/Cloud Routing
## Context
Basic Memory now uses explicit, project-aware routing without a global cloud-mode toggle.
Routing is determined by command-level flags and project mode, not by a global `cloud_mode` state.
This document is the canonical contract for local/cloud routing behavior in CLI, MCP, and API-adjacent clients.
## Goals
1. Remove global `cloud_mode` from runtime/routing semantics.
2. Keep MCP HTTP/SSE local-only; let stdio honor per-project routing.
3. Make CLI routing explicit and easy to reason about.
4. Support projects that exist in both local and cloud without ambiguity.
## Routing Contract
Routing is resolved in this order:
1. Injected client factory (for composition/integration contexts)
2. Explicit routing override (`--local` / `--cloud` or env vars below)
3. Project-scoped routing (`project.mode`) when a project is known
4. Default local routing
### Routing Environment Variables
- `BASIC_MEMORY_FORCE_LOCAL=true`: force local transport
- `BASIC_MEMORY_FORCE_CLOUD=true`: force cloud proxy transport
- `BASIC_MEMORY_EXPLICIT_ROUTING=true`: marks routing as explicitly chosen for this command
When explicit routing is active, project mode does not override the selected route.
## Config Semantics
- `project.mode` is the only config-based routing signal for project-scoped operations.
- Legacy `cloud_mode` values may be encountered during migration/loading but are not used for routing behavior.
- Normalization saves remove stale `cloud_mode` from `~/.basic-memory/config.json`.
### Example Config
```json
{
"projects": {
"main": {
"path": "/Users/me/basic-memory",
"mode": "local",
"local_sync_path": null,
"bisync_initialized": false,
"last_sync": null
},
"specs": {
"path": "specs",
"mode": "cloud",
"local_sync_path": "/Users/me/dev/specs",
"bisync_initialized": true,
"last_sync": "2026-02-06T17:36:38.544153"
}
},
"default_project": "main",
"cloud_api_key": "bmc_abc123...",
"cloud_host": "https://cloud.basicmemory.com"
}
```
## Cloud Commands Are Auth-Only
`bm cloud login`, `bm cloud logout`, and `bm cloud status` manage authentication state.
- `bm cloud login`
- performs OAuth device flow
- stores/refreshes token material
- may verify cloud health/subscription
- does not change routing defaults
- `bm cloud logout`
- removes stored OAuth session tokens
- does not change routing defaults
- `bm cloud status`
- reports auth state (API key, OAuth token validity)
- runs health checks only when credentials are available
## MCP Transport Routing
### Stdio (default)
`bm mcp --transport stdio` uses natural per-project routing.
- Local-mode projects route through the in-process ASGI transport.
- Cloud-mode projects route to the cloud proxy with Bearer auth (API key).
- No explicit routing env vars are injected by the CLI command.
- Externally-set env vars are honored (e.g. `BASIC_MEMORY_FORCE_CLOUD=true` for cloud deployments).
- Users who need all projects forced local can set `BASIC_MEMORY_FORCE_LOCAL=true` externally.
### HTTP and SSE Transports
`bm mcp --transport streamable-http` and `bm mcp --transport sse` always route locally.
These transports set explicit local routing (`BASIC_MEMORY_FORCE_LOCAL=true` and
`BASIC_MEMORY_EXPLICIT_ROUTING=true`) before starting the server. This prevents cloud
routing regardless of project mode, since HTTP/SSE serve as local API endpoints.
## Project List UX for Dual Presence
Projects may exist in both local and cloud. `bm project list` should display that clearly in one row per logical
project identity, with explicit source/target signals.
Recommended display contract:
1. Keep one row per normalized project name/permalink.
2. Show both local and cloud presence as separate columns/indicators.
3. Show an explicit `MCP (stdio)` target column that always resolves to `local`.
4. Keep CLI route semantics explicit:
- no flags: default local for non-project commands
- `--cloud`: force cloud
- `--local`: force local
## Project LS Targeting
`bm project ls` should clearly identify which project instance is being listed.
Targeting rules:
1. No routing flags: list local project files.
2. `--cloud`: list cloud project files.
3. `--local`: list local project files (explicit override).
4. Output should label the active target (`LOCAL` or `CLOUD`) in heading or status line.
## Runtime Mode
Runtime mode is no longer a cloud/local routing switch for local app flows.
- `resolve_runtime_mode(is_test_env)` resolves to:
- `TEST` when running in test environment
- `LOCAL` otherwise
- `RuntimeMode.CLOUD` may remain for compatibility with existing tests/call sites but is not selected by normal local
runtime resolution.
## Verification Checklist
1. Loading config with legacy `cloud_mode` succeeds.
2. Saving config strips legacy `cloud_mode`.
3. `--local/--cloud` always override per-project mode for that command.
4. No-project + no-flags commands route local by default.
5. `bm cloud login/logout` do not toggle routing behavior.
6. `bm mcp` stdio routes per-project mode; HTTP/SSE remain local-forced.
7. `bm project list` communicates dual local/cloud presence without ambiguity.
8. `bm project ls` output identifies route target explicitly.
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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 **project-scoped synchronization**. Each project can optionally sync with the cloud, giving you fine-grained control over what syncs and where.
## Overview
The cloud CLI enables you to:
- **Authenticate cloud access** - OAuth/API key credentials are stored locally for cloud operations
- **Project-scoped sync** - Each project independently manages its sync configuration
- **Explicit operations** - Sync only what you want, when you want
- **Bidirectional sync** - Keep local and cloud in sync with rclone bisync
- **Offline access** - Work locally, sync when ready
## 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
- **Optional**: Cloud is optional. Local-first open-source usage continues without cloud.
- **OSS Discount**: Use code `{{OSS_DISCOUNT_CODE}}` for 20% off for 3 months.
If you attempt to log in without an active subscription, you'll receive a "Subscription Required" error with a link to subscribe.
## Architecture: Project-Scoped Sync
### The Problem
**Old approach (SPEC-8):** All projects lived in a single `~/basic-memory-cloud-sync/` directory. This caused:
- ❌ Directory conflicts between mount and bisync
- ❌ Auto-discovery creating phantom projects
- ❌ Confusion about what syncs and when
- ❌ All-or-nothing sync (couldn't sync just one project)
**New approach (SPEC-20):** Each project independently configures sync.
### How It Works
**Projects can exist in three states:**
1. **Cloud-only** - Project exists on cloud, no local copy
2. **Cloud + Local (synced)** - Project has a local working directory that syncs
3. **Local-only** - Project exists locally and is not routed to cloud
**Example:**
```bash
# You have 3 projects on cloud:
# - research: wants local sync at ~/Documents/research
# - work: wants local sync at ~/work-notes
# - temp: cloud-only, no local sync needed
bm project add research --cloud --local-path ~/Documents/research
bm project add work --cloud --local-path ~/work-notes
bm project add temp --cloud # No local sync
# Now you can sync individually (after initial --resync):
bm project bisync --name research
bm project bisync --name work
# temp stays cloud-only
```
**What happens under the covers:**
- Config stores `cloud_projects` dict mapping project names to local paths
- Each project gets its own bisync state in `~/.basic-memory/bisync-state/{project}/`
- Rclone syncs using single remote: `basic-memory-cloud`
- Projects can live anywhere on your filesystem, not forced into sync directory
## Quick Start
### 1. Authenticate Cloud Access
Authenticate with cloud:
```bash
bm cloud login
```
**What this does:**
1. Opens browser to Basic Memory Cloud authentication page
2. Stores authentication tokens in `~/.basic-memory/basic-memory-cloud.json`
3. Validates your subscription status
4. Leaves routing behavior unchanged (auth only)
**Result:** Cloud credentials are available for cloud-routed commands.
Apply OSS discount code `{{OSS_DISCOUNT_CODE}}` during checkout to receive 20% off for 3 months.
### 2. Set Up Sync
Install rclone and configure credentials:
```bash
bm cloud setup
```
**What this does:**
1. Installs rclone automatically (if needed)
2. Fetches your tenant information from cloud
3. Generates scoped S3 credentials for sync
4. Configures single rclone remote: `basic-memory-cloud`
**Result:** You're ready to sync projects. No sync directories created yet - those come with project setup.
### 3. Add Projects with Sync
Create projects with optional local sync paths:
```bash
# Create cloud project without local sync
bm project add research --cloud
# Create cloud project WITH local sync
bm project add research --cloud --local-path ~/Documents/research
# Or configure sync for existing project
bm project sync-setup research ~/Documents/research
```
**What happens under the covers:**
When you add a project with `--local-path`:
1. Project created on cloud at `/app/data/research`
2. Local path stored in config for that project (`local_sync_path`)
3. Local directory created if it doesn't exist
4. Bisync state directory created at `~/.basic-memory/bisync-state/research/`
**Result:** Project is ready to sync, but no files synced yet.
### 4. Sync Your Project
Establish the initial sync baseline. **Best practice:** Always preview with `--dry-run` first:
```bash
# Step 1: Preview the initial sync (recommended)
bm project bisync --name research --resync --dry-run
# Step 2: If all looks good, run the actual sync
bm project bisync --name research --resync
```
**What happens under the covers:**
1. Rclone reads from `~/Documents/research` (local)
2. Connects to `basic-memory-cloud:bucket-name/app/data/research` (remote)
3. Creates bisync state files in `~/.basic-memory/bisync-state/research/`
4. Syncs files bidirectionally with settings:
- `conflict_resolve=newer` (most recent wins)
- `max_delete=25` (safety limit)
- Respects `.bmignore` patterns
**Result:** Local and cloud are in sync. Baseline established.
**Why `--resync`?** This is an rclone requirement for the first bisync run. It establishes the initial state that future syncs will compare against. After the first sync, never use `--resync` unless you need to force a new baseline.
See: https://rclone.org/bisync/#resync
```
--resync
This will effectively make both Path1 and Path2 filesystems contain a matching superset of all files. By default, Path2 files that do not exist in Path1 will be copied to Path1, and the process will then copy the Path1 tree to Path2.
```
### 5. Subsequent Syncs
After the first sync, just run bisync without `--resync`:
```bash
bm project bisync --name research
```
**What happens:**
1. Rclone compares local and cloud states
2. Syncs changes in both directions
3. Auto-resolves conflicts (newer file wins)
4. Updates `last_sync` timestamp in config
**Result:** Changes flow both ways - edit locally or in cloud, both stay in sync.
### 6. Verify Setup
Check status:
```bash
bm cloud status
```
You should see:
- `OAuth: token valid` (or missing/expired)
- `API Key: configured` (or not set)
- `Cloud instance is healthy`
- Instructions for project sync commands
## Working with Projects
### Understanding Project Commands
**Key concept:** Use regular `bm project` commands (not `bm cloud project`).
```bash
# Local route
bm project list --local
bm project add research ~/Documents/research
# Cloud route
bm project list --cloud
bm project add research --cloud
```
### Creating Projects
**Use case 1: Cloud-only project (no local sync)**
```bash
bm project add temp-notes --cloud
```
**What this does:**
- Creates project on cloud at `/app/data/temp-notes`
- No local directory created
- No sync configuration
**Result:** Project exists on cloud, accessible via MCP tools, but no local copy.
**Use case 2: Cloud project with local sync**
```bash
bm project add research --cloud --local-path ~/Documents/research
```
**What this does:**
- Creates project on cloud at `/app/data/research`
- Creates local directory `~/Documents/research`
- Stores sync config in `~/.basic-memory/config.json`
- Prepares for bisync (but doesn't sync yet)
**Result:** Project ready to sync. Run `bm project bisync --name research --resync` to establish baseline.
**Use case 3: Add sync to existing cloud project**
```bash
# Project already exists on cloud
bm project sync-setup research ~/Documents/research
```
**What this does:**
- Updates existing project's sync configuration
- Creates local directory
- Prepares for bisync
**Result:** Existing cloud project now has local sync path. Run bisync to pull files down.
### Listing Projects
View all projects:
```bash
bm project list
```
**What you see:**
- Local projects always
- Cloud projects when credentials are available
- Default project marked
- Route-related metadata (for example, local/cloud presence and sync info)
Example shape (single row for dual-presence projects):
```text
Name Path Local Path Cloud Path CLI Default MCP (stdio)
main /basic-memory ~/basic-memory /basic-memory local local
specs /specs ~/dev/specs /specs cloud local
```
### When a Project Exists in Both Local and Cloud
Use routing flags to disambiguate command targets:
```bash
# Force local target for this command
bm project info main --local
bm project ls --name main --local
# Force cloud target for this command
bm project info main --cloud
bm project ls --name main --cloud
```
Default behavior for no-project, no-flag commands is local.
For MCP stdio, routing is always local.
## File Synchronization
### Understanding the Sync Commands
**There are three sync-related commands:**
1. `bm project sync` - One-way: local → cloud (make cloud match local)
2. `bm project bisync` - Two-way: local ↔ cloud (recommended)
3. `bm project check` - Verify files match (no changes)
### One-Way Sync: Local → Cloud
**Use case:** You made changes locally and want to push to cloud (overwrite cloud).
```bash
bm project sync --name research
```
**What happens:**
1. Reads files from `~/Documents/research` (local)
2. Uses rclone sync to make cloud identical to local
3. Respects `.bmignore` patterns
4. Shows progress bar
**Result:** Cloud now matches local exactly. Any cloud-only changes are overwritten.
**When to use:**
- You know local is the source of truth
- You want to force cloud to match local
- You don't care about cloud changes
### Two-Way Sync: Local ↔ Cloud (Recommended)
**Use case:** You edit files both locally and in cloud UI, want both to stay in sync.
```bash
# First time - establish baseline
bm project bisync --name research --resync
# Subsequent syncs
bm project bisync --name research
```
**What happens:**
1. Compares local and cloud states using bisync metadata
2. Syncs changes in both directions
3. Auto-resolves conflicts (newer file wins)
4. Detects excessive deletes and fails safely (max 25 files)
**Conflict resolution example:**
```bash
# Edit locally
echo "Local change" > ~/Documents/research/notes.md
# Edit same file in cloud UI
# Cloud now has: "Cloud change"
# Run bisync
bm project bisync --name research
# Result: Newer file wins (based on modification time)
# If cloud was more recent, cloud version kept
# If local was more recent, local version kept
```
**When to use:**
- Default workflow for most users
- You edit in multiple places
- You want automatic conflict resolution
### Verify Sync Integrity
**Use case:** Check if local and cloud match without making changes.
```bash
bm project check --name research
```
**What happens:**
1. Compares file checksums between local and cloud
2. Reports differences
3. No files transferred
**Result:** Shows which files differ. Run bisync to sync them.
```bash
# One-way check (faster)
bm project check --name research --one-way
```
### Preview Changes (Dry Run)
**Use case:** See what would change without actually syncing.
```bash
bm project bisync --name research --dry-run
```
**What happens:**
1. Runs bisync logic
2. Shows what would be transferred/deleted
3. No actual changes made
**Result:** Safe preview of sync operations.
### Advanced: List Project Files by Route
**Use case:** Inspect local or cloud project files explicitly.
```bash
# List local project files (default target when no route flag is given)
bm project ls --name research
bm project ls --name research --local
# List cloud project files
bm project ls --name research --cloud
# List files in subdirectory
bm project ls --name research --cloud --path subfolder
```
**What happens:**
1. Resolves route from flags (or local default when no route is given)
2. Lists files for the chosen project instance
3. No files transferred
**Result:** See file listing for the target route.
## Multiple Projects
### Syncing Multiple Projects
**Use case:** You have several projects with local sync, want to sync all at once.
```bash
# Setup multiple projects
bm project add research --cloud --local-path ~/Documents/research
bm project add work --cloud --local-path ~/work-notes
bm project add personal --cloud --local-path ~/personal
# Establish baselines
bm project bisync --name research --resync
bm project bisync --name work --resync
bm project bisync --name personal --resync
# Daily workflow: sync everything
bm project bisync --name research
bm project bisync --name work
bm project bisync --name personal
```
**Future:** `--all` flag will sync all configured projects:
```bash
bm project bisync --all # Coming soon
```
### Mixed Usage
**Use case:** Some projects sync, some stay cloud-only.
```bash
# Projects with sync
bm project add research --cloud --local-path ~/Documents/research
bm project add work --cloud --local-path ~/work
# Cloud-only projects
bm project add archive --cloud
bm project add temp-notes --cloud
# Sync only the configured ones
bm project bisync --name research
bm project bisync --name work
# Archive and temp-notes stay cloud-only
```
**Result:** Fine-grained control over what syncs.
## Per-Project Cloud Routing (API Key)
Route individual projects through cloud using an API key. This lets you keep some projects local while others route through cloud.
### Setting Up API Key Auth
**Option A: Create a key in the web app, then save it locally:**
```bash
bm cloud set-key bmc_abc123...
```
**Option B: Create a key via CLI (requires OAuth login first):**
```bash
bm cloud login # One-time OAuth login
bm cloud create-key "my-laptop" # Creates key and saves it locally
```
The API key is account-level — it grants access to all your cloud projects. It's stored in `~/.basic-memory/config.json` as `cloud_api_key`.
### Setting Project Modes
```bash
# Route a project through cloud
bm project set-cloud research
# Revert to local mode
bm project set-local research
# View project modes
bm project list
```
**What happens:**
- `set-cloud`: validates the API key exists, then sets the project mode to `cloud` in config
- `set-local`: reverts the project to local mode (removes the mode entry from config)
- MCP tools and CLI commands for that project will route to `cloud_host/proxy` with the API key as Bearer token
### How It Works
When an MCP tool or CLI command runs for a cloud-mode project:
1. `get_client(project_name="research")` checks the project's mode in config
2. If mode is `cloud`, creates an HTTP client pointed at `cloud_host/proxy` with `Authorization: Bearer bmc_...`
3. If mode is `local` (default), uses the in-process ASGI transport as usual
**Routing priority** (highest to lowest):
1. Factory injection (cloud app, tests)
2. Explicit route override (`--local` / `--cloud`)
3. Per-project cloud mode (API key)
4. Local ASGI transport (default)
Route override environment variables:
- `BASIC_MEMORY_FORCE_LOCAL=true`
- `BASIC_MEMORY_FORCE_CLOUD=true`
- `BASIC_MEMORY_EXPLICIT_ROUTING=true`
No-project, no-flag CLI commands default to local routing.
### Configuration Example
```json
{
"projects": {
"personal": "/Users/me/notes",
"research": "/Users/me/research"
},
"project_modes": {
"research": "cloud"
},
"cloud_api_key": "bmc_abc123...",
"cloud_host": "https://cloud.basicmemory.com",
"default_project": "personal"
}
```
In this example, `personal` stays local and `research` routes through cloud. Projects not listed in `project_modes` default to local.
### Sync Behavior
Cloud-mode projects are automatically skipped during local file sync (background sync and file watching). Their files live on the cloud instance, not locally.
## OAuth Logout
```bash
bm cloud logout
```
**What this does:**
1. Removes stored OAuth token(s)
2. Does not change per-project route configuration
3. Does not change command routing defaults
**Result:** OAuth session is cleared. API-key-based routing still works if `cloud_api_key` is configured.
## Filter Configuration
### Understanding .bmignore
**The problem:** You don't want to sync everything (e.g., `.git`, `node_modules`, database files).
**The solution:** `.bmignore` file with gitignore-style patterns.
**Location:** `~/.basic-memory/.bmignore`
**Default patterns:**
```gitignore
# Version control
.git/**
# Python
__pycache__/**
*.pyc
.venv/**
venv/**
# Node.js
node_modules/**
# Basic Memory internals
memory.db/**
memory.db-shm/**
memory.db-wal/**
config.json/**
watch-status.json/**
.bmignore.rclone/**
# OS files
.DS_Store/**
Thumbs.db/**
# Environment files
.env/**
.env.local/**
```
**How it works:**
1. On first sync, `.bmignore` created with defaults
2. Patterns converted to rclone filter format (`.bmignore.rclone`)
3. Rclone uses filters during sync
4. Same patterns used by all projects
**Customizing:**
```bash
# Edit patterns
code ~/.basic-memory/.bmignore
# Add custom patterns
echo "*.tmp/**" >> ~/.basic-memory/.bmignore
# Next sync uses updated patterns
bm project bisync --name research
```
## 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
**Solution:**
1. Visit subscribe URL shown in error
2. Sign up for subscription
3. Run `bm cloud login` again
**Note:** Access is immediate when subscription becomes active.
### Bisync Initialization
**Problem:** "First bisync requires --resync"
**Explanation:** Bisync needs a baseline state before it can sync changes.
**Solution:**
```bash
bm project bisync --name research --resync
```
**What this does:**
- Establishes initial sync state
- Creates baseline in `~/.basic-memory/bisync-state/research/`
- Syncs all files bidirectionally
**Result:** Future syncs work without `--resync`.
### Empty Directory Issues
**Problem:** "Empty prior Path1 listing. Cannot sync to an empty directory"
**Explanation:** Rclone bisync doesn't work well with completely empty directories. It needs at least one file to establish a baseline.
**Solution:** Add at least one file before running `--resync`:
```bash
# Create a placeholder file
echo "# Research Notes" > ~/Documents/research/README.md
# Now run bisync
bm project bisync --name research --resync
```
**Why this happens:** Bisync creates listing files that track the state of each side. When both directories are completely empty, these listing files are considered invalid by rclone.
**Best practice:** Always have at least one file (like a README.md) in your project directory before setting up sync.
### Bisync State Corruption
**Problem:** Bisync fails with errors about corrupted state or listing files
**Explanation:** Sometimes bisync state can become inconsistent (e.g., after mixing dry-run and actual runs, or after manual file operations).
**Solution:** Clear bisync state and re-establish baseline:
```bash
# Clear bisync state
bm project bisync-reset research
# Re-establish baseline
bm project bisync --name research --resync
```
**What this does:**
- Removes all bisync metadata from `~/.basic-memory/bisync-state/research/`
- Forces fresh baseline on next `--resync`
- Safe operation (doesn't touch your files)
**Note:** This command also runs automatically when you remove a project to clean up state directories.
### Too Many Deletes
**Problem:** "Error: max delete limit (25) exceeded"
**Explanation:** Bisync detected you're about to delete more than 25 files. This is a safety check to prevent accidents.
**Solution 1:** Review what you're deleting, then force resync:
```bash
# Check what would be deleted
bm project bisync --name research --dry-run
# If correct, establish new baseline
bm project bisync --name research --resync
```
**Solution 2:** Use one-way sync if you know local is correct:
```bash
bm project sync --name research
```
### Project Not Configured for Sync
**Problem:** "Project research has no local_sync_path configured"
**Explanation:** Project exists on cloud but has no local sync path.
**Solution:**
```bash
bm project sync-setup research ~/Documents/research
bm project bisync --name research --resync
```
### Connection Issues
**Problem:** "Cannot connect to cloud instance"
**Solution:** Check status:
```bash
bm cloud status
```
If instance is down, wait a few minutes and retry.
## Security
- **Authentication**: OAuth 2.1 with PKCE flow
- **Tokens**: Stored securely in `~/.basic-memory/basic-memory-cloud.json`
- **Transport**: All data encrypted in transit (HTTPS)
- **Credentials**: Scoped S3 credentials (read-write to your tenant only)
- **Isolation**: Your data isolated from other tenants
- **Ignore patterns**: Sensitive files automatically excluded via `.bmignore`
## Command Reference
### Cloud Authentication
```bash
bm cloud login # Authenticate and store OAuth credentials
bm cloud logout # Remove stored OAuth credentials
bm cloud status # Check auth state and instance health
bm cloud promo --off # Disable CLI cloud promo notices
```
### API Key Management
```bash
bm cloud set-key <key> # Save a cloud API key (bmc_ prefixed)
bm cloud create-key <name> # Create API key via cloud API (requires OAuth login)
```
### Setup
```bash
bm cloud setup # Install rclone and configure credentials
```
### Project Management
```bash
bm project list --local # Local project list
bm project list --cloud # Cloud project list
bm project add <name> --cloud # Create cloud project (no sync)
bm project add <name> --cloud --local-path <path> # Create with local sync
bm project sync-setup <name> <path> # Add sync to existing project
bm project rm <name> # Delete project
```
### Per-Project Routing
```bash
bm project set-cloud <name> # Route project through cloud (requires API key)
bm project set-local <name> # Revert project to local mode
```
### File Synchronization
```bash
# One-way sync (local → cloud)
bm project sync --name <project>
bm project sync --name <project> --dry-run
bm project sync --name <project> --verbose
# Two-way sync (local ↔ cloud) - Recommended
bm project bisync --name <project> # After first --resync
bm project bisync --name <project> --resync # First time / force baseline
bm project bisync --name <project> --dry-run
bm project bisync --name <project> --verbose
# Integrity check
bm project check --name <project>
bm project check --name <project> --one-way
# List project files by route
bm project ls --name <project> # Default target: local
bm project ls --name <project> --local
bm project ls --name <project> --cloud
bm project ls --name <project> --cloud --path <subpath>
```
## Summary
**Basic Memory Cloud uses project-scoped sync:**
1. **Authenticate cloud access** - `bm cloud login`
2. **Install rclone** - `bm cloud setup`
3. **Add projects with sync** - `bm project add research --cloud --local-path ~/Documents/research`
4. **Preview first sync** - `bm project bisync --name research --resync --dry-run`
5. **Establish baseline** - `bm project bisync --name research --resync`
6. **Daily workflow** - `bm project bisync --name research`
**Key benefits:**
- ✅ Each project independently syncs (or doesn't)
- ✅ Projects can live anywhere on disk
- ✅ Explicit sync operations (no magic)
- ✅ Safe by design (max delete limits, conflict resolution)
- ✅ Full offline access (work locally, sync when ready)
**Future enhancements:**
- `--all` flag to sync all configured projects
- Project list showing sync status
- Watch mode for automatic sync
-91
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@@ -1,91 +0,0 @@
# Cloud Semantic Search Value (Customer-Facing Technical Story)
This document explains why teams should buy cloud semantic search even when local search exists.
## Core Promise
Markdown files remain the source of truth in both local and cloud modes.
- Files are portable.
- Search indexes are derived and rebuildable.
- You never get locked into proprietary document storage.
## The Customer Problem
Teams paying for cloud are usually not optimizing for "can this run locally." They are optimizing for:
- finding the right note the first time,
- keeping retrieval quality high as note volume grows,
- avoiding search slowdowns while content is actively changing,
- getting consistent results across users, agents, and sessions.
## Why Cloud Is the Aspirin
Cloud semantic search is the immediate pain reliever because it fixes the problems users feel right now.
### 1) Better hit rate on real queries
Cloud uses stronger managed embeddings than the default local model, which improves semantic recall for paraphrases and vague questions.
Customer outcome:
- fewer "I know this exists but search missed it" moments,
- less query rewording,
- faster time to answer.
### 2) Better behavior under active workloads
Cloud indexing runs out of band in workers, so indexing does not compete with interactive read/write traffic.
Customer outcome:
- stable search responsiveness during heavy updates,
- fresher semantic results shortly after edits,
- less user-visible performance variance.
### 3) Better consistency for shared knowledge
Cloud retrieval runs against a centralized tenant index, so teams and agents resolve against the same semantic state.
Customer outcome:
- fewer "works on my machine" search differences,
- more predictable agent behavior across environments,
- easier cross-user collaboration on large knowledge bases.
### 4) Better quality at higher scale
With Postgres + `pgvector` per tenant, cloud can sustain larger note collections and higher query volumes than typical local setups.
Customer outcome:
- confidence as repositories grow to tens of thousands of notes,
- less need for user-side tuning,
- fewer quality regressions as usage increases.
## Local Is the Vitamin
Local semantic search still matters and should stay strong.
- offline use,
- privacy-first operation,
- no cloud dependency,
- user-controlled runtime.
It compounds long-term ownership and resilience, but does not remove the immediate pain points cloud solves for teams at scale.
## Recommended Messaging
One-liner:
"Cloud semantic search is the aspirin: it fixes retrieval quality and performance pain now. Local semantic search is the vitamin: it builds long-term control and resilience."
Long form:
"Basic Memory keeps markdown as the source of truth everywhere. Local gives privacy and offline control. Cloud adds immediate, measurable improvements in search quality, consistency, and responsiveness for teams and agents running at scale."
## Packaging Guidance
- Base: local FTS plus optional local semantic search.
- Cloud value: higher semantic quality, stable performance under load, and consistent team-wide retrieval.
- Keep interfaces pluggable (`EmbeddingProvider`, vector backend protocol) so implementation can evolve without changing user workflows.
-499
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@@ -1,499 +0,0 @@
# Logfire Instrumentation Strategy
## Why
We want Logfire in Basic Memory for two specific use cases:
1. Local development and performance investigation
2. Cloud deployments where Basic Memory runs inside Basic Memory Cloud
This instrumentation must be:
- Disabled by default
- Useful when enabled
- Safe for local-first users
- Searchable in Logfire over time
The previous integration added telemetry, but it leaned too much on generic framework instrumentation. That created noisy spans with weak names and made the trace view harder to navigate. This strategy favors manual instrumentation around Basic Memory's real units of work.
## Core Principles
### 1. Default-off
Basic Memory should ship with Logfire disabled unless the operator explicitly enables it.
That means:
- no required token for normal local usage
- no surprise outbound telemetry
- no behavior change for existing users
### 2. Manual spans over automatic framework spans
We should not rely on broad auto-instrumentation for FastAPI, MCP, SQLAlchemy, or HTTP as the primary experience.
Why:
- auto-generated span names are often generic
- routes and middleware produce too many low-signal spans
- it becomes harder to answer product questions like "why was `write_note` slow?" or "where did sync time go?"
The preferred model is:
- one meaningful root span per high-level operation
- a small number of child spans for important phases
- optional targeted instrumentation only where it adds clear value
### 3. Logs must live inside traces
Basic Memory already uses `loguru` pervasively. The Logfire integration should preserve that and make those logs visible inside the active trace/span context.
If traces exist but the logs are detached from them, the integration is not doing its job.
### 4. Stable names, selective attributes
Span names should describe the operation class, not the specific input.
Good:
- `mcp.tool.write_note`
- `sync.project.scan`
- `search.execute`
- `routing.resolve_project`
Bad:
- `Searching for "foo bar baz"`
- `POST /v2/projects/123/search/`
- `write note to /specs/api.md`
Dynamic values belong in attributes, not in the span name.
## What We Should Not Do
### Avoid broad FastAPI auto-instrumentation
We should not turn on `instrument_fastapi()` and treat that as the main telemetry story.
It may still be useful in narrowly scoped debugging, but it should not define the production trace shape. The meaningful root spans should come from Basic Memory's own entrypoints and service boundaries.
### Avoid per-file spans by default
`sync` can process many files. A span per file will explode trace cardinality and make performance views noisy.
Default behavior should be:
- one span for the project sync
- child spans for scan, move handling, delete handling, markdown sync batch, relation resolution, embedding sync, watermark update
- per-file spans only for failures or very slow outliers
### Avoid high-cardinality attributes on every span
Do not attach large or highly variable values everywhere:
- raw note content
- file bodies
- long search text
- arbitrary metadata blobs
- unique IDs that make every span shape distinct
Prefer compact, queryable attributes:
- `project_name`
- `workspace_id`
- `route_mode`
- `scan_type`
- `file_count`
- `result_count`
- `search_type`
- `retrieval_mode`
- `duration_ms`
## Proposed Architecture
Add a dedicated telemetry module in core Basic Memory, separate from logging setup.
Suggested shape:
```python
# basic_memory/telemetry.py
def configure_telemetry(service_name: str, *, enable_logfire: bool) -> None: ...
def telemetry_enabled() -> bool: ...
def span(name: str, **attrs): ...
def bind_telemetry_context(**attrs): ...
```
This module should:
- configure Logfire only when explicitly enabled
- set up the Logfire `loguru` handler
- expose lightweight helpers so application code does not import `logfire` directly everywhere
- degrade cleanly to no-op behavior when disabled
This keeps the rest of the codebase readable and makes it easy to reason about what telemetry is doing.
## Logging Integration Strategy
### Goal
When a span is active, logs emitted through `loguru` during that operation should show up in the same trace.
### Preferred design
1. Configure Logfire once in the telemetry bootstrap
2. Add the Logfire `loguru` handler to the existing `loguru` configuration
3. At operation boundaries, bind stable contextual fields with `loguru`
4. Let logs emitted inside the span inherit the active trace context
### Context to bind
Bind only the fields that help correlate work across the system:
- `service_name`
- `entrypoint`
- `project_name`
- `workspace_id`
- `route_mode`
- `tool_name`
- `command_name`
This binding should happen at the root of an operation, not deep in leaf functions.
### Important nuance
We should not try to encode the entire trace model into logger extras. The logger context should be a human-meaningful slice of the active operation. Trace linkage comes from the active Logfire/OpenTelemetry context; logger extras are there to improve searchability and readability.
## Span Model
### Root spans
Each user-visible or system-visible operation should get one root span.
Examples:
- `cli.command.status`
- `cli.command.project_sync`
- `api.request.search`
- `mcp.tool.write_note`
- `mcp.tool.read_note`
- `mcp.tool.search_notes`
- `sync.project.run`
- `db.semantic_backfill`
### Child spans
Child spans should represent real phases whose duration we care about.
Examples:
- `routing.client_session`
- `routing.resolve_project`
- `routing.resolve_workspace`
- `api.search.execute`
- `sync.project.scan`
- `sync.project.detect_moves`
- `sync.project.apply_changes`
- `sync.project.resolve_relations`
- `sync.project.sync_embeddings`
- `sync.file.markdown`
- `sync.file.regular`
- `search.execute`
- `search.relaxed_fts_retry`
- `db.init`
- `db.migrate`
### Span naming rules
- Use dot-separated names
- Start with subsystem
- Keep the verb at the end
- Keep names stable across runs
- Never include request-specific text in the span name
## Attribute Taxonomy
### Required attributes on root spans
Every root span should have a small common set:
- `service_name`
- `entrypoint`
- `project_name` when applicable
- `workspace_id` when applicable
- `route_mode` with values like `local_asgi`, `cloud_proxy`, `factory`
### Operation-specific attributes
Examples:
For search:
- `search_type`
- `retrieval_mode`
- `page`
- `page_size`
- `result_count`
- `fallback_used`
For sync:
- `scan_type`
- `force_full`
- `new_count`
- `modified_count`
- `deleted_count`
- `move_count`
- `skipped_count`
- `embeddings_enabled`
For note operations:
- `tool_name`
- `note_type`
- `directory`
- `overwrite`
- `output_format`
### Attributes to avoid by default
- full `query.text`
- full note titles if they create privacy or cardinality issues
- file content
- raw frontmatter
- raw HTTP bodies
If we need richer payloads for a local debugging session, that should be an explicit temporary mode, not the default telemetry shape.
## Instrumentation Plan By Layer
### 1. Entrypoints
Instrument these first:
- `cli.app` callback and major commands
- API lifespan and selected routers
- MCP server lifespan
- MCP tool entrypoints
Why:
- this establishes clean root spans
- it gives us trace boundaries that match how users think about the product
### 2. Routing and context resolution
Instrument:
- client routing decisions
- workspace resolution
- project resolution
- default-project fallback
Why:
- Basic Memory has local/cloud/per-project routing logic
- when something is slow or surprising, we need to know which path was taken
### 3. Sync and indexing
This is the highest-value area to instrument deeply.
Instrument:
- sync root
- scan strategy decision
- filesystem scan
- move detection
- delete handling
- markdown sync phase
- relation resolution
- vector embedding sync
- scan watermark update
Why:
- this is where performance work will happen
- cloud and local both benefit from this visibility
### 4. Search
Instrument:
- search execution
- retrieval mode
- relaxed FTS fallback
- result shaping
Why:
- search is user-facing and latency-sensitive
- hybrid/vector/FTS paths need to be distinguishable
### 5. Database and initialization
Instrument selectively:
- DB init
- migrations
- semantic backfill
- connection mode selection
Avoid full automatic SQL span firehose by default.
## Recommended Rollout Phases
## Task List
- [x] Phase 1: Bootstrap and config gating
- [x] Phase 2: Root spans for entrypoints and primary operations
- [x] Phase 3: Child spans for sync, search, and routing
- [x] Phase 4: Failure-focused detail and final verification
- [x] Phase 5: Loguru context binding and scoped context inheritance
## Recommended Rollout Phases
### Phase 1: Bootstrap and config gating
Add:
- telemetry bootstrap module
- config/env gating
- `loguru` + Logfire handler integration
This gives immediate value with low noise.
### Phase 2: Root spans for entrypoints and primary operations
Add:
- root spans for CLI, API, MCP, and main MCP tools
- stable root attributes for project, workspace, route mode, and operation type
This gives us clean top-level traces that match how users think about the product.
### Phase 3: Child spans for sync, search, and routing
Add child spans to:
- sync
- search
- routing
This is the main performance-investigation layer.
### Phase 4: Failure-focused detail
Add selective deeper spans/log enrichment for:
- sync failures
- relation resolution failures
- slow file operations
- cloud routing/auth failures
This keeps normal traces clean while improving debuggability.
### Phase 5: Loguru context binding and scoped context inheritance
Add:
- context-local telemetry state in `basic_memory.telemetry`
- a shared `scope(...)` helper that opens a span and binds stable logger context together
- context inheritance for routing, sync, and search so downstream `loguru` logs carry the active operation fields
This makes the trace view and the log stream tell the same story without forcing logger rewrites across the codebase.
## Local Dev Playbook
The fastest way to sanity-check the current trace shape is:
```bash
LOGFIRE_TOKEN=lf_... just telemetry-smoke
```
What this does:
- creates an isolated temp home, config dir, and project path
- enables Logfire for the run
- automatically exports to Logfire when `LOGFIRE_TOKEN` is present
- defaults `BASIC_MEMORY_SEMANTIC_SEARCH_ENABLED=false` so the smoke run stays fast and trace-friendly
- disables promo telemetry so the trace is about Basic Memory work, not analytics noise
- runs a small CLI workflow:
- `project add`
- `tool write-note`
- `tool read-note`
- `tool edit-note`
- `tool build-context`
- `tool search-notes`
- `doctor`
If you want to exercise the instrumentation without exporting anything upstream:
```bash
BASIC_MEMORY_LOGFIRE_SEND_TO_LOGFIRE=false just telemetry-smoke
```
If you want the smoke run to include vector or hybrid retrieval spans too:
```bash
LOGFIRE_TOKEN=lf_... BASIC_MEMORY_SEMANTIC_SEARCH_ENABLED=true just telemetry-smoke
```
The recipe sets `BASIC_MEMORY_LOGFIRE_ENVIRONMENT=telemetry-smoke` by default so these traces are easy to isolate in Logfire. Override it if you want the smoke traces grouped under a different environment name.
### What to look for
You should see a small set of comparable root spans rather than a framework-generated span forest:
- `cli.command.project`
- `cli.command.tool`
- `mcp.tool.write_note`
- `mcp.tool.read_note`
- `mcp.tool.edit_note`
- `mcp.tool.build_context`
- `mcp.tool.search_notes`
- `sync.project.run`
You should also see correlated logs under those traces with stable fields like:
- `project_name`
- `route_mode`
- `tool_name`
- `entrypoint`
### Expected nuance
`doctor` creates its own temporary project on purpose. That means the sync trace will usually show a different project name than the `telemetry-smoke` write/search traces. That is fine for smoke testing because the goal is to confirm:
- root span names are meaningful
- scoped logs stay attached to the active trace
- routing, tool, search, and sync phases are easy to distinguish
## Validation Checklist
We should consider the integration successful when the following are true:
1. With telemetry disabled, Basic Memory behaves exactly as it does today.
2. With telemetry enabled, one user action produces one obvious root span.
3. Logs emitted during that action are visible inside the same trace.
4. A search in Logfire for `mcp.tool.write_note` or `sync.project.run` returns comparable spans across runs.
5. Trace views show phase timing clearly without drowning in framework noise.
6. Sensitive payloads are not captured by default.
## Immediate Implementation Direction
When we start coding, the first pass should be:
1. Add `basic_memory.telemetry`
2. Add config/env switches for `enabled`, `send_to_logfire`, and service name
3. Wire telemetry bootstrap into CLI, API, and MCP entrypoints
4. Configure `loguru` to emit to both existing sinks and the Logfire handler when enabled
5. Add manual root spans around:
- CLI commands
- API request handlers we care about
- MCP tool entrypoints
- sync root
- search root
6. Add child spans to the sync and routing phases only after the root span model feels clean
That gives us a strong foundation without repeating the earlier "turn on instrumentation everywhere" approach.
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# MCP UI Bakeoff - Instructions & Test Plan
Last updated: 2026-02-02
## Scope
Compare three presentation paths for Basic Memory MCP tools:
1. **ToolUI (React)** via MCP App resources.
2. **MCPUI Python SDK** embedded UI resources (legacy host path).
3. **ASCII/ANSI** output for TUI clients.
This doc is the running instruction set and test plan. Update as implementation progresses.
---
## Prerequisites
- Repo: `basic-memory` (worktree: `basic-memory-mcp-ui-poc`)
- Node for toolui build (already used for POC)
- Python 3.12+ with `uv`
Optional (for MCPUI Python SDK path):
- Local repo: `/Users/phernandez/dev/mcp-ui`
- Install the server SDK into the Basic Memory venv:
- `uv pip install -e /Users/phernandez/dev/mcp-ui/sdks/python/server`
---
## Build / Refresh Steps
### ToolUI React bundle
```bash
cd ui/tool-ui-react
npm install
npm run build
```
This regenerates:
- `src/basic_memory/mcp/ui/html/search-results-tool-ui.html`
- `src/basic_memory/mcp/ui/html/note-preview-tool-ui.html`
---
## How to Run the MCP Server
```bash
basic-memory mcp --transport stdio
```
Optional to pick UI variant for MCP App resources:
```bash
export BASIC_MEMORY_MCP_UI_VARIANT=tool-ui # or vanilla | mcp-ui
```
---
## Test Cases
### 1) MCP App Resource UI (toolui / vanilla / mcpui)
Tools:
- `search_notes`
- `read_note`
Expect:
- Tool meta points to `ui://basic-memory/search-results` and `ui://basic-memory/note-preview`
- Resource content differs by `BASIC_MEMORY_MCP_UI_VARIANT`
- Variantspecific URIs also available:
- `ui://basic-memory/search-results/vanilla`
- `ui://basic-memory/search-results/tool-ui`
- `ui://basic-memory/search-results/mcp-ui`
- `ui://basic-memory/note-preview/vanilla`
- `ui://basic-memory/note-preview/tool-ui`
- `ui://basic-memory/note-preview/mcp-ui`
Manual check:
- Trigger tool in MCPAppcapable host and confirm UI renders.
---
### 2) Text / JSON Output Modes
Tools:
- `search_notes(output_format="text" | "json")`
- `read_note(output_format="text" | "json")`
- `write_note(output_format="text" | "json")`
- `edit_note(output_format="text" | "json")`
- `recent_activity(output_format="text" | "json")`
- `list_memory_projects(output_format="text" | "json")`
- `create_memory_project(output_format="text" | "json")`
- `delete_note(output_format="text" | "json")`
- `move_note(output_format="text" | "json")`
- `build_context(output_format="json" | "text")`
Expect:
- `text` mode preserves existing human-readable responses.
- `json` mode returns structured dict/list payloads for machine-readable clients.
Automated:
- `uv run pytest test-int/mcp/test_output_format_json_integration.py`
---
### 3) MCPUI Python SDK (embedded UI resource)
Tools (embedded resource responses):
- `search_notes_ui` (MCPUI SDK)
- `read_note_ui` (MCPUI SDK)
Expected output:
- Tool response content contains an EmbeddedResource (`type: "resource"`)
- `mimeType` is `text/html`
- `_meta` includes:
- `mcpui.dev/ui-preferred-frame-size`
- `mcpui.dev/ui-initial-render-data`
Manual check:
- Render tool responses using `UIResourceRenderer` (legacy host flow).
Automated (if SDK installed):
- `uv run pytest test-int/mcp/test_ui_sdk_integration.py`
---
## Bakeoff Notes Template
Fill in after running:
- ToolUI (React): __
- MCPUI SDK (embedded): __
- Text/JSON modes: __
Decision + rationale: __
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# Metadata Search Reference
Basic Memory automatically indexes custom frontmatter fields so you can query them with structured filters. Any YAML key in a note's frontmatter beyond the standard set (`title`, `type`, `tags`, `permalink`, `schema`) is stored as `entity_metadata` and becomes searchable.
## Querying with `search_notes`
`search_notes` is the single search tool for all queries — text, metadata filters, or both. The `query` parameter is optional, so you can use metadata filters alone without passing an empty string.
## Filter Syntax
Filters are a JSON dictionary where each key targets a frontmatter field and the value specifies the match condition. Multiple keys combine with **AND** logic — every filter must match.
### Equality
Match a single value exactly.
```json
{"status": "active"}
```
Finds notes whose frontmatter contains `status: active`.
### Array Contains (all)
Pass a list to require **all** listed values to be present in the field.
```json
{"tags": ["security", "oauth"]}
```
Finds notes tagged with both `security` and `oauth`.
### `$in` (any of)
Match if the field equals **any** value in the list.
```json
{"priority": {"$in": ["high", "critical"]}}
```
### `$gt`, `$gte`, `$lt`, `$lte`
Numeric and text comparisons. Numeric values use numeric comparison; strings use lexicographic comparison.
```json
{"confidence": {"$gt": 0.7}}
{"score": {"$lte": 100}}
```
### `$between`
Range filter (inclusive). Takes a `[min, max]` pair.
```json
{"score": {"$between": [0.3, 0.8]}}
```
### Nested Access (dot notation)
Access nested frontmatter values using dots.
```json
{"schema.version": "2"}
```
This queries the `version` key inside a `schema` object in frontmatter.
### Summary Table
| Operator | Syntax | Example |
|----------|--------|---------|
| Equality | `{"field": "value"}` | `{"status": "active"}` |
| Array contains (all) | `{"field": ["a", "b"]}` | `{"tags": ["security", "oauth"]}` |
| `$in` (any of) | `{"field": {"$in": [...]}}` | `{"priority": {"$in": ["high", "critical"]}}` |
| `$gt` / `$gte` | `{"field": {"$gt": N}}` | `{"confidence": {"$gt": 0.7}}` |
| `$lt` / `$lte` | `{"field": {"$lt": N}}` | `{"score": {"$lt": 0.5}}` |
| `$between` | `{"field": {"$between": [min, max]}}` | `{"score": {"$between": [0.3, 0.8]}}` |
| Nested access | `{"a.b": "value"}` | `{"schema.version": "2"}` |
**Key rules:**
- Filter keys must match `[A-Za-z0-9_-]+` (dots separate nesting levels).
- Each operator dict must contain exactly one operator.
- `$in` and array-contains require non-empty lists.
- `$between` requires exactly two values `[min, max]`.
## MCP Tool — `search_notes`
`search_notes` is the single search tool for text queries, metadata filters, or both. The `query` parameter is optional.
**Relevant parameters:**
| Parameter | Type | Description |
|-----------|------|-------------|
| `query` | string (optional) | Text search query. Omit for filter-only searches. |
| `metadata_filters` | dict | Structured filter dict (see syntax above) |
| `tags` | list[str] | Convenience shorthand — merged into `metadata_filters["tags"]` |
| `status` | string | Convenience shorthand — merged into `metadata_filters["status"]` |
**Merging rules:** `tags` and `status` are convenience shortcuts. They are merged into `metadata_filters` using `setdefault` — if the same key already exists in `metadata_filters`, the explicit filter wins.
**Examples:**
```python
# Text search filtered by metadata
await search_notes("authentication", metadata_filters={"status": "draft"})
# Filter-only search (no query needed)
await search_notes(metadata_filters={"type": "spec"})
# Combine text, tags shortcut, and metadata
await search_notes(
"oauth flow",
tags=["security"],
metadata_filters={"confidence": {"$gt": 0.7}},
)
# Convenience shortcuts
await search_notes("planning", status="active")
await search_notes(tags=["tier1", "alpha"])
```
## Tag Search Shortcuts
The `tag:` prefix in a search query is a shorthand for tag-based metadata filtering. When `search_notes` receives a query starting with `tag:`, it converts the query into a `tags` filter and clears the text query.
```python
# These are equivalent:
await search_notes("tag:tier1")
await search_notes("", tags=["tier1"])
# Multiple tags (comma or space separated) — all must be present:
await search_notes("tag:tier1,alpha")
await search_notes("tag:tier1 alpha")
```
## CLI Access
The `bm tool search-notes` command exposes metadata filtering via `--meta` and `--filter` flags.
### `--meta` — simple key=value filters
Repeatable flag for equality filters on frontmatter fields.
```bash
# Single filter
bm tool search-notes "my query" --meta status=draft
# Multiple filters (AND logic)
bm tool search-notes "" --meta status=active --meta priority=high
```
### `--filter` — advanced JSON filters
Pass a full JSON filter dictionary for operator-based queries.
```bash
# Range filter
bm tool search-notes "" --filter '{"score": {"$between": [0.3, 0.8]}}'
# $in filter
bm tool search-notes "" --filter '{"priority": {"$in": ["high", "critical"]}}'
```
### `--tag` and `--status` — convenience shortcuts
```bash
bm tool search-notes "query" --tag security --tag oauth
bm tool search-notes "" --status draft
```
### Combined example
```bash
bm tool search-notes "authentication" --tag security --meta status=draft --type spec
```
## Practical Examples
### Example notes with custom frontmatter
**`specs/auth-design.md`:**
```markdown
---
title: Auth Design
type: spec
tags: [security, oauth]
status: in-progress
priority: high
confidence: 0.85
---
# Auth Design
## Observations
- [decision] Use OAuth 2.1 with PKCE for all client types #security
- [requirement] Token refresh must be transparent to the user
## Relations
- implements [[Security Requirements]]
```
**`specs/search-redesign.md`:**
```markdown
---
title: Search Redesign
type: spec
tags: [search, performance]
status: draft
priority: medium
confidence: 0.6
---
# Search Redesign
## Observations
- [goal] Sub-100ms search response times #performance
- [approach] Hybrid FTS + vector retrieval
## Relations
- depends_on [[Database Schema]]
```
### Queries that find them
```python
# Find all in-progress specs
await search_notes(metadata_filters={"status": "in-progress", "type": "spec"})
# → Auth Design
# Find high-confidence specs
await search_notes(metadata_filters={"confidence": {"$gt": 0.7}})
# → Auth Design (confidence: 0.85)
# Find specs with priority high or medium
await search_notes(metadata_filters={"priority": {"$in": ["high", "medium"]}})
# → Auth Design, Search Redesign
# Find specs in a confidence range
await search_notes(metadata_filters={"confidence": {"$between": [0.5, 0.9]}})
# → Auth Design (0.85), Search Redesign (0.6)
# Find notes tagged with security
await search_notes("tag:security")
# → Auth Design
# Combined: text search + metadata filter
await search_notes("OAuth", metadata_filters={"status": "in-progress"})
# → Auth Design
```
### CLI equivalents
```bash
bm tool search-notes "" --meta status=in-progress --type spec
bm tool search-notes "" --filter '{"confidence": {"$gt": 0.7}}'
bm tool search-notes "OAuth" --meta status=in-progress
bm tool search-notes --tag security
```
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# Post-v0.18.0 Test Plan and Acceptance Criteria
## Goal
Define a complete validation plan for all major features merged after `v0.18.0`, combining:
- Coverage-gap-driven automated tests
- Real MCP server integration tests (no mocks for target flows)
- Manual MCP verification via LLM-driven tool calls
This plan is based on commits in `v0.18.0..HEAD` and the latest `just check` coverage output.
## Scope Window
- Start tag: `v0.18.0` (2026-01-28)
- End: current `main`
- Change volume: 12 feature commits + 14 bug-fix commits (+ release chores/hotfixes)
## Execution Strategy
1. Stabilize all feature-level acceptance criteria in automated tests first.
2. Add black-box MCP integration tests for semantic search + schema (real server startup).
3. Run manual MCP tool-call verification to confirm real UX and routing behavior.
4. Re-run full gate: `just check` + targeted integration packs.
## Global Quality Gates
- Feature criteria below must all pass.
- No regressions in existing suites.
- Coverage improves in targeted low-coverage feature modules.
- SQLite and Postgres parity for search/semantic features.
## Priority Coverage Gaps (from latest run)
These are the most important post-`v0.18.0` feature modules currently under-covered:
- `src/basic_memory/mcp/tools/schema.py` (27%)
- `src/basic_memory/mcp/clients/schema.py` (36%)
- `src/basic_memory/mcp/tools/ui_sdk.py` (43%)
- `src/basic_memory/mcp/tools/search.py` (73%)
- `src/basic_memory/repository/postgres_search_repository.py` (63%)
- `src/basic_memory/mcp/async_client.py` (82%)
- `src/basic_memory/api/v2/routers/schema_router.py` (80%)
## Feature Acceptance Criteria and Test Plan
### 1) Schema System (`c97733d`) — DONE
### Acceptance criteria
- `schema_validate`, `schema_infer`, and `schema_diff` produce consistent outcomes across CLI/API/MCP for the same fixture set.
- Strict validation fails deterministically on required-field/type violations.
- Validation warnings are stable and machine-readable in non-strict mode.
- Inference output is deterministic for unchanged input corpus.
- Drift diff output is deterministic and identifies missing/extra/type-mismatch fields correctly.
### Existing coverage anchor points
- `tests/schema/*`
- `tests/api/v2/test_schema_router.py`
- `test-int/test_schema/*`
### Gaps to close — DONE
- ~~MCP schema tool branches (`src/basic_memory/mcp/tools/schema.py`)~~ — 18 tests in `tests/mcp/test_tool_schema.py`
- ~~MCP schema client behavior (`src/basic_memory/mcp/clients/schema.py`)~~`tests/mcp/test_client_schema.py`
- ~~Schema router error-path branches (`src/basic_memory/api/v2/routers/schema_router.py`)~~`tests/api/v2/test_schema_router.py`
### Planned additions — DONE
- ~~Add MCP tool tests for `schema_validate` strict + non-strict result shapes.~~ **DONE**
- ~~Add MCP tool tests for `schema_infer` with explicit `entity_type` and inferred type fallback.~~ **DONE**
- ~~Add MCP tool tests for `schema_diff` empty-diff and non-empty-diff paths.~~ **DONE**
- ~~Add API tests for schema router invalid payload/edge error handling.~~ **DONE**
- Add integration test that starts MCP server and calls schema tools end-to-end on fixture notes. — deferred to backlog item 4.
### 2) Semantic Search (`0777879`, `1428d18`, `344e651`) — DONE
### Acceptance criteria
- `search_type=text|vector|hybrid` returns expected ranked results on canonical semantic corpus.
- Missing semantic dependencies fail fast with actionable install guidance.
- Reindex and provider/model changes produce valid vectors without dimension mismatch.
- SQLite and Postgres produce equivalent behavior for semantic modes on the same dataset.
- Generated-column migration path is valid on SQLite environments in use.
### Existing coverage anchor points
- `tests/repository/test_sqlite_vector_search_repository.py`
- `tests/repository/test_postgres_search_repository.py`
- `tests/services/test_semantic_search.py`
- `tests/mcp/test_tool_search.py`
- `test-int/test_search_performance_benchmark.py`
### Gaps to close — DONE
- ~~Uncovered Postgres vector/hybrid branches~~ — 20 tests in `tests/repository/test_postgres_search_repository_unit.py` + 5 integration tests in `test-int/semantic/test_semantic_coverage.py`
- ~~MCP search semantic/output branches~~ — expanded `tests/mcp/test_tool_search.py`
### Planned additions — DONE
- ~~Expand Postgres repository tests for vector query composition edge cases.~~ **DONE**
- ~~Expand Postgres repository tests for hybrid fusion ranking and pagination branches.~~ **DONE**
- ~~Expand Postgres repository tests for embedding/provider error handling branches.~~ **DONE**
- ~~Expand MCP search tool tests for vector/hybrid output formatting branches.~~ **DONE**
- ~~Expand MCP search tool tests for semantic-disabled and missing-dependency failures.~~ **DONE**
- Add MCP integration tests that start server and execute semantic `search_notes` tool calls. — deferred to backlog item 4.
### Semantic search quality benchmarks (NEW)
Full benchmark suite in `test-int/semantic/` covering 5 backend×provider combinations:
- `sqlite-fts`, `sqlite-fastembed`, `postgres-fts`, `postgres-fastembed`, `postgres-openai`
- Quality metrics: hit@1, recall@5, MRR@10 with per-query timing
- Realistic corpus with cross-topic vocabulary overlap (240 notes, 4 topics)
- Rich CLI viewer: `just semantic-report`
- JSON artifact output: `just test-semantic-report`
Key finding: **FastEmbed (384-d local ONNX) matches or exceeds OpenAI (1536-d) quality at 30x lower latency.** Recommending FastEmbed as default for both local and cloud deployments.
### 3) Per-Project Local/Cloud Routing + API Key Auth (`d84708c`, `ed94877`, `312662f`) — DONE
### Acceptance criteria
- Project mode (`local`/`cloud`) persists and displays correctly.
- Routing selects ASGI for local projects and HTTP+Bearer for cloud projects.
- Cloud project without key fails with explicit remediation (`cloud set-key`/`cloud create-key`).
- Resolution precedence is correct (factory > force-local > per-project cloud > global fallback > local).
- Watch/sync only run for local projects.
### Existing coverage anchor points
- `tests/mcp/test_async_client_modes.py`
- `tests/cli/test_project_set_cloud_local.py`
- `tests/mcp/test_project_context.py`
- `tests/test_project_resolver.py`
- `tests/sync/test_watch_service_reload.py`
### Gaps to close — DONE
- ~~Cloud routing branch gaps in `src/basic_memory/mcp/async_client.py`~~ — expanded `tests/mcp/test_async_client_modes.py`
### Planned additions — DONE
- ~~Add branch-focused tests for all unresolved routing branches in `get_client()`.~~ **DONE**
- Add MCP integration scenario with mixed local/cloud project config — deferred to backlog item 4.
### 4) Project-Prefixed Permalinks + Memory URL Routing (`545804f`) — DONE
### Acceptance criteria
- Project-prefixed permalinks are generated consistently on create/update/import flows.
- Memory URLs resolve to the correct project/entity even with duplicate note titles.
- `read_note`, `search`, `build_context`, write/edit/move flows preserve project identity correctly.
- Link resolution remains correct for context-aware wikilinks.
### Existing coverage anchor points
- `tests/utils/test_permalink_formatting.py`
- `tests/mcp/test_tool_read_note.py`
- `tests/mcp/test_tool_search.py`
- `tests/services/test_context_service.py`
- `test-int/mcp/test_read_note_integration.py`
### Gaps to close
- No major coverage alarm in report, but keep as regression-critical due broad impact surface.
### Planned additions — DONE
- ~~Add one integration test with colliding titles across two projects and assert URL routing invariants.~~ **DONE**`test-int/mcp/test_permalink_collision_integration.py` (2 tests: collision across projects + memory:// URL routing with project prefix)
### 5) MCP UI Variants + TUI Output (`8bc03d1`) — DONE
### Acceptance criteria
- UI resource variant selection (`tool-ui`, `vanilla`, `mcp-ui`) follows env configuration.
- `search_notes` and `read_note` expose expected resource metadata for UI hosts.
- `ascii`/`ansi` outputs are deterministic and stable for terminal clients.
### Existing coverage anchor points
- `tests/mcp/test_tool_contracts.py`
- `test-int/mcp/test_output_format_json_integration.py`
- `test-int/mcp/test_ui_sdk_integration.py`
### Gaps to close — DONE
- ~~`src/basic_memory/mcp/tools/ui_sdk.py` branch coverage~~`tests/mcp/test_ui_sdk.py`
- ~~`src/basic_memory/mcp/ui/sdk.py` and `src/basic_memory/mcp/ui/templates.py` branch coverage~~`tests/mcp/test_ui_templates.py` + `tests/mcp/test_ui_resources.py`
### Planned additions — DONE
- ~~Add unit tests for UI SDK metadata generation and template selection branches.~~ **DONE** — 31 tests
- ~~Add integration assertion for variant-specific resource URIs and metadata payload shape.~~ **DONE**
### 6) Watch Command (`8df88e4`) — DONE
### Acceptance criteria
- `basic-memory watch` starts and processes create/update/delete events.
- Watch restart/reload path does not duplicate watchers.
- Cloud-mode projects are excluded from active watcher set.
### Existing coverage anchor points
- `tests/cli/test_watch.py`
- `tests/sync/test_coordinator.py`
- `tests/sync/test_watch_service_reload.py`
### Planned additions — DONE
- ~~Add one stress-style integration test for rapid file changes and watcher stability.~~ **DONE**`tests/sync/test_watch_service_stress.py` (3 tests: 50-file batch, mixed add/modify/delete batch, rapid modifications to same file)
### 7) CLI JSON Output (`a47c9c0`) — DONE
### Acceptance criteria
- `--format json` returns valid JSON with stable keys for success paths.
- Error paths also return JSON-shaped output with correct non-zero exits.
- Default human output remains unchanged.
### Existing coverage anchor points
- `tests/cli/test_cli_tool_json_output.py`
- `test-int/cli/test_cli_tool_json_integration.py`
### Planned additions — DONE
- ~~Add one failure-path integration test per high-use tool command.~~ **DONE**`test-int/cli/test_cli_tool_json_failure_integration.py` (4 tests: read-note not found, write-note missing content, write→read roundtrip, recent-activity empty project)
### 8) Search/Edit and Metadata Fixes (`530cbac`, `f1d50c2`, `8838571`, `009e849`) — DONE
### Acceptance criteria
- Metadata filters produce consistent results on SQLite and Postgres.
- `tag:` shorthand works alone and with mixed query terms.
- Fast write/edit paths preserve `external_id` and metadata integrity.
### Existing coverage anchor points
- `tests/repository/test_metadata_filters.py`
- `tests/repository/test_search_repository.py`
- `tests/services/test_search_service.py`
### Planned additions — DONE
- ~~Add Postgres-specific metadata filter edge-case tests to mirror SQLite assertions exactly.~~ **DONE**`tests/repository/test_metadata_filters_edge_cases.py` (6 tests: missing field, AND logic, contains single-element array, nested path missing intermediate, $gte/$lte boundaries, $between inclusive — all pass on both SQLite and Postgres)
### 9) Compatibility and Hotfix Regression Pack (`c46d7a6`, `a0e754b`, `343a6e1`, `24ca5f6`, `e3ced49`, `8489a3d`, `b609c4e`, `f6e0a5b`, `7624a20`)
### Acceptance criteria
- Legacy endpoints required by older CLI versions function without `405` (`GET /projects/projects`, `POST /projects/projects`, `POST /projects/config/sync`).
- Entity creation conflicts map to conflict status (not 500).
- `recent_activity` prompt defaults are correct.
- No spurious `metadata: {}` in serialized frontmatter.
- Tigris/rclone uses global consistency headers for all transaction types.
- `bm --version` fast path avoids heavy import path and remains responsive.
- Default SQLite DB path is isolated by config dir.
### Gaps to close
- ~~Commits with no direct tests added (`c46d7a6`, `344e651`, `f6e0a5b`) need explicit regression tests.~~ **DONE**
### Planned additions — DONE
- ~~Add API compat test covering all legacy endpoint methods and payloads.~~ **DONE**`test_legacy_v1_add_project_endpoint`, `test_legacy_v1_sync_config_endpoint`
- ~~Add CLI fast-path test for `--version` import behavior/performance guard.~~ **DONE**`test_bm_version_does_not_import_heavy_modules`
- ~~Add empty metadata serialization regression test.~~ **DONE**`test_schema_to_markdown_empty_metadata_no_metadata_key`
- Add migration safety test for SQLite generated columns (`VIRTUAL` expectation) — deferred, low risk.
## MCP Manual Verification Plan (LLM Tool Calls)
Run after automated tests pass.
### Setup
- Start MCP server: `basic-memory mcp --transport stdio`
- Use an MCP-capable client and issue tool calls directly.
### Manual scenarios
- Schema: call `schema_validate`, `schema_infer`, and `schema_diff` on known fixtures.
- Schema: verify error and success payloads match acceptance criteria.
- Semantic search: call `search_notes` with `search_type=text|vector|hybrid`.
- Semantic search: verify ranking relevance on semantic fixture queries.
- Routing: call tools with explicit project on mixed local/cloud setup.
- Routing: verify success/failure paths with and without API key.
- Permalink routing: read/write/search notes across projects with colliding titles.
- Permalink routing: verify memory URL routing correctness.
- UI/TUI: call `search_notes` and `read_note` with UI variants and `output_format=text|json`.
- UI/TUI: verify payload/resource format and metadata completeness.
## Implementation Backlog (Ordered)
1. ~~Fill schema MCP/client/router coverage gaps.~~ **DONE** — 18 tests in `test_tool_schema.py` + `test_client_schema.py`
2. ~~Fill semantic search MCP + Postgres repository gaps.~~ **DONE** — 20 tests in `test_postgres_search_repository_unit.py` + `test_tool_search.py`
3. ~~Add compatibility regression tests (legacy endpoints, migration, version fast path).~~ **DONE** — 5 tests across 3 files (see below)
4. ~~Add feature-level integration tests (permalinks, watch, CLI JSON, metadata filters).~~ **DONE** — 15 tests across 4 files (see items 4, 6, 7, 8 above)
5. ~~Expand UI SDK and template branch tests.~~ **DONE** — 31 tests in `test_ui_templates.py` + `test_ui_sdk.py` + `test_ui_resources.py`
6. ~~Run full gate and capture results in a short release readiness summary.~~ **DONE** — see results below
### Full Gate Results (`just check`)
| Phase | Result |
|-------|--------|
| lint | PASS |
| format | PASS |
| typecheck | PASS |
| Unit tests (SQLite) | 1788 passed, 15 skipped |
| Integration tests (SQLite) | 243 passed, 4 skipped, 10 deselected |
| Unit tests (Postgres) | 1760 passed, 28 skipped |
| Integration tests (Postgres) | 234 passed, 13 skipped, 10 deselected |
**0 failures. 10 deselected = semantic benchmark tests (run separately via `just test-semantic`).**
### Item 3 Details — Compatibility Regression Tests
| Test | File | What it covers |
|------|------|----------------|
| `test_legacy_v1_add_project_endpoint` | `tests/api/v2/test_project_router.py` | POST `/projects/projects` legacy route reachable (idempotent path) |
| `test_legacy_v1_sync_config_endpoint` | `tests/api/v2/test_project_router.py` | POST `/projects/config/sync` legacy route reachable |
| `test_bm_version_does_not_import_heavy_modules` | `tests/cli/test_cli_exit.py` | `bm --version` fast path does not load `basic_memory.mcp` |
| `test_schema_to_markdown_empty_metadata_no_metadata_key` | `tests/markdown/test_entity_parser_error_handling.py` | `schema_to_markdown()` with `entity_metadata={}` emits no `metadata:` key |
| `test_legacy_v1_list_projects_endpoint` | `tests/api/v2/test_project_router.py` | (pre-existing) GET `/projects/projects` legacy route |
**Suite totals after item 3: 1764 passed, 15 skipped, 0 failures.**
## Suggested Commands
- Full suite: `just check`
- Fast loop: `just fast-check`
- E2E consistency: `just doctor`
- SQLite focused: `just test-sqlite`
- Postgres focused: `just test-postgres`
- Schema integration: `pytest test-int/test_schema -q`
- Semantic + repo focus: `pytest tests/repository/test_postgres_search_repository.py tests/mcp/test_tool_search.py tests/services/test_semantic_search.py -q`
- MCP integration focus: `pytest test-int/mcp -q`
## Exit Criteria for This Plan
- All feature acceptance criteria above are validated.
- All identified high-priority coverage gaps are addressed or explicitly documented as intentional.
- Manual MCP verification scenarios complete with no P0/P1 findings.
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# v0.19.0 Release Notes
## Overview
v0.19.0 is a major release that introduces semantic vector search, a schema validation system,
project-prefixed permalinks, per-project cloud routing, and a significant upgrade to FastMCP 3.0.
It includes 90+ commits since v0.18.0 spanning new features, architectural improvements, and
stability fixes across both SQLite and Postgres backends.
---
## Major Features
### Semantic Vector Search
Full vector and hybrid search for SQLite (via sqlite-vec) and Postgres (via pgvector).
- **Hybrid search mode** combines full-text search (FTS) with vector similarity for best results
- **Score-based fusion** replaces RRF for hybrid ranking — `max(vec, fts) + 0.3 * min(vec, fts)` preserves dominant signals and rewards dual-source agreement (#577)
- **Default search mode** is now `hybrid` when semantic search is enabled, `text` when disabled
- Embedding providers: FastEmbed (local, default) or OpenAI API
- Configurable similarity threshold via `semantic_min_similarity` (default 0.55)
- Per-query `min_similarity` override on `search_notes` tool
- Auto-backfill: existing entities get embeddings generated on first startup
- Backend-specific distance-to-similarity conversion (cosine for SQLite, inner product for Postgres)
- FTS fallback: if semantic dependencies are missing, search gracefully degrades to text-only
- sqlite-vec knn `k` parameter capped at 4096 to prevent backend errors
**Configuration:**
```json
{
"semantic_search_enabled": true,
"semantic_embedding_provider": "fastembed",
"semantic_embedding_model": "bge-small-en-v1.5",
"semantic_min_similarity": 0.55
}
```
**Usage:**
```
search_notes("machine learning concepts", search_type="hybrid")
search_notes("similar to my notes on coffee", search_type="vector")
search_notes("exact phrase match", search_type="text")
search_notes("broad search", min_similarity=0.3) # lower threshold for more results
```
### Schema System
Validate note structure against user-defined schemas with frontmatter-based rules.
- Define schemas as YAML in note frontmatter with field types, required fields, and constraints
- Frontmatter validation during sync — malformed notes get clear error messages
- Schema inference from existing notes to bootstrap schemas from your content
- Schema diff to compare two schemas and see changes
- Available via MCP tools and CLI
### Project-Prefixed Permalinks
Permalinks now include the project name for unambiguous cross-project references.
- Memory URLs like `memory://project-name/folder/note` route to the correct project
- Existing non-prefixed permalinks continue to work (backwards compatible)
- Controlled by `permalinks_include_project` config (default: true)
- `build_context` and `search_notes` auto-detect project from URL prefix
### Per-Project Cloud Routing
Individual projects can be routed through the cloud while others stay local.
- Set a project to cloud mode: `bm project set-cloud research`
- Revert to local: `bm project set-local research`
- Uses API key authentication: `bm cloud set-key bmc_abc123...`
- MCP tools automatically route based on each project's mode
- Local MCP server (`bm mcp`) still uses local routing for all projects by default
- `--local` and `--cloud` CLI flags override per-command
### Workspace Selection
Cloud projects can target specific workspaces for multi-tenant environments.
- `workspace` parameter on MCP tools for explicit workspace targeting
- CLI workspace-aware project listing with `bm project list`
- Spinner feedback while fetching cloud projects
---
## New Tools and Capabilities
### Dashboard (`bm project info`)
`bm project info` now displays an htop-inspired compact dashboard with:
- Horizontal bar charts for note types (top 5)
- Embedding coverage bar with Unicode block characters
- Colored status dots for at-a-glance health
- `EmbeddingStatus` schema and `get_embedding_status()` service method for programmatic access
### Unified Metadata Search
`search_by_metadata` has been merged into `search_notes` — one tool for all searches.
`query` is now optional, so you can search purely by frontmatter metadata.
```
search_notes(metadata_filters={"status": "in-progress"})
search_notes(metadata_filters={"tags": ["security", "oauth"]})
search_notes(metadata_filters={"priority": {"$in": ["high", "critical"]}})
search_notes(metadata_filters={"schema.confidence": {"$gt": 0.7}})
search_notes(tags=["security"]) # convenience shorthand
search_notes(status="draft") # convenience shorthand
```
### JSON Output Mode
All MCP tools now support `output_format="json"` for machine-readable responses.
- Default remains `"text"` for human-readable output (no breaking changes)
- `build_context` defaults to `"json"` with slimmed payloads (redundant fields stripped)
- CLI tool commands support `--format json` flag
### `tag:` Search Shorthand
Search by tag using convenient shorthand syntax.
```
search_notes("tag:security")
search_notes("tag:coffee AND tag:brewing")
```
### Entity User Tracking
Entities now track `created_by` and `last_updated_by` fields for attribution.
### Improved Search Result Content (#609)
Search results now surface more relevant context:
- `matched_chunk_text` populated for FTS-only hybrid results (no more fallback to truncated content)
- `TOP_CHUNKS_PER_RESULT` increased from 3 to 5, catching answers deeper in large notes (~2700 → ~4500 chars)
- `CONTENT_DISPLAY_LIMIT` doubled from 2000 to 4000 chars for results without matched chunks
### `write_note` Overwrite Guard (#632)
`write_note` is now non-idempotent by default. If a note already exists, the tool returns an
error instead of silently overwriting. Pass `overwrite=True` to replace, or use `edit_note`
for incremental updates. Config option `write_note_overwrite_default` restores the old upsert
behavior.
---
## Architecture Changes
### Score-Based Hybrid Fusion (#577)
RRF (Reciprocal Rank Fusion) compressed all fused scores to ~0.016, destroying ranking
differentiation. The new formula `max(vec, fts) + FUSION_BONUS * min(vec, fts)` preserves
dominant signals and rewards dual-source agreement. Zero-score results now produce zero
fused score instead of receiving a 0.1 weight floor.
### FastMCP 3.0 Upgrade
Upgraded from FastMCP 2.12.3 to 3.0.1.
- Tool annotations (`readOnlyHint`, `openWorldHint`) for better client integration
- Improved MCP protocol compliance
- Better error handling and context management
### Prompts Call MCP Tools Directly
MCP prompts (`search`, `continue_conversation`) now call MCP tools directly instead of
going through API endpoints. This fixes empty results in discovery mode and ensures prompts
use the same resolution logic as tools (including LinkResolver fallback).
### build_context LinkResolver Fallback
`build_context` now falls back to LinkResolver when an exact permalink lookup returns empty.
This uses the same 7-strategy resolution pipeline as `read_note`, so callers no longer get
empty results for valid note identifiers that don't match exact permalinks.
### Sync Handles Semantic Dependency Errors Gracefully
When sqlite-vec or another embedding provider is unavailable, `sync_file` now catches
`SemanticDependenciesMissingError` separately. The entity is created and FTS-indexed
successfully — only vector embeddings are skipped, with a clear warning:
```
WARNING: Semantic search dependencies missing — vector embeddings skipped for path=note.md.
Run 'bm reindex --embeddings' after resolving the dependency issue.
```
### Unified Project Path
Cloud projects with bisync now store the local filesystem path in `path` (not the Docker
container path). Config migration automatically promotes `local_sync_path``path` for
existing configs.
---
## CLI Improvements
### Status and Doctor Default to Local Routing
`bm status` and `bm doctor` now default to local routing since they scan the local filesystem.
Previously, cloud-mode projects would route these commands to the cloud API, which returned
Docker-internal paths that don't exist locally.
### `--format json` for CLI Tool Commands
All `bm tool` subcommands support `--format json` for machine-readable output, enabling
integration with scripts and plugins.
### `--json` for Top-Level CLI Commands
Five additional CLI commands now support `--json` for machine-readable output:
- `bm status --json` — sync report with new/modified/deleted/moved files and skipped files
- `bm project list --json` — structured project list with name, paths, routing mode, and defaults
- `bm schema validate --json` — validation report with per-note pass/fail, warnings, and errors
- `bm schema infer --json` — field frequency analysis and suggested schema definition
- `bm schema diff --json` — drift report with new fields, dropped fields, and cardinality changes
This complements the existing `bm project info --json` and `bm tool --format json` support,
making all major CLI commands scriptable for CI pipelines and automation.
### Cloud Promo and Analytics
- Cloud promo panel shown on first run or version bump with OSS discount code
- Anonymous usage telemetry via Umami Cloud (promo/login funnel events only)
- Opt out with `BASIC_MEMORY_NO_PROMOS=1`
- No PII, no file contents, no per-command tracking
- See [Telemetry](https://github.com/basicmachines-co/basic-memory#telemetry) in README
---
## Bug Fixes
- **#577**: RRF fusion compressed all hybrid scores to ~0.016, destroying ranking differentiation
- **#582**: build_context returns empty results on valid note identifiers
- **#575**: Remove hardcoded "main" default from default_project
- **#595**: recent_activity dedup and pagination across MCP tools
- **#593**: Backend-specific distance-to-similarity conversion
- **#592**: Strip NUL bytes from content before PostgreSQL search indexing
- **#562**: Use VIRTUAL instead of STORED columns in SQLite migration
- **#558**: Add X-Tigris-Consistent headers to all rclone commands
- **#541**: Handle EntityCreationError as conflict
- **#536**: Stabilize metadata filters on Postgres
- **#533**: Fix recent_activity prompt defaults
- **#530**: Prevent spurious `metadata: {}` in frontmatter output
- **#601**: Return matched chunk text in search results
- **#606**: Accept `null` for `expected_replacements` in `edit_note`
- **#579, #607**: Guard against closed streams in promo panel and missing vector tables on shutdown
- **#609**: FTS-only hybrid results missing `matched_chunk_text`; content limits too conservative
- **#631**: `build_context` related_results schema validation failure — replaced fragile `_slim_context()` stripping with Pydantic `exclude=True` field config
- **#630**: Skip workspace resolution when client factory is active — prevents 401 errors in cloud MCP server mode
- **#30**: `tag:` prefix query fails with hybrid search — moved tag prefix parsing to MCP tool level so it works with all search modes
- **#31**: `search_notes` returns cluttered observation/relation-level results — now defaults to entity-level results
- **#28**: `schema_infer` and `schema_diff` return raw Pydantic models as "undefined" in LLM output — added markdown formatters
- Fix `schema_validate` identifier resolution (now uses LinkResolver) and text rendering (markdown formatter)
- **#634**: `schema_validate` and `schema_diff` use stale database metadata instead of reading schema definitions from file — now reads frontmatter directly from the file with fallback to database metadata
- Fix `Post(**metadata)` crash when frontmatter contains `content` or `handler` keys
- Fix list-valued frontmatter fields (`title`, `type`) crashing on `.strip()` — now coerced to strings
- Cap sqlite-vec knn `k` parameter at 4096 to prevent backend errors
- Parameterize SQL queries in search repository type filters
- Double-default display in project list
- `ensure_frontmatter_on_sync` default changed to `True`
- Status/doctor commands fail with cloud-mode projects (Docker path error)
- Prompts return "0 projects" in discovery mode
---
## Security
- Upgrade `cryptography` for CVE advisory
- Upgrade `python-multipart` for security advisory
---
## Internal / Developer
- **#598**: Upgrade FastMCP 2.12.3 → 3.0.1 with tool annotations
- **#594**: Add `ty` as supplemental type checker
- **#538**: Add fast feedback loop tooling (`just fast-check`, `just doctor`, `just testmon`)
- **#600**: Rename `entity_type` to `note_type` for consistency
- **#596**: Fix CLI runtime defects and audit regressions
- CLI refactoring and workspace-aware cloud project listing
- Split and speed up PR test matrix in CI
- Fix CI: collect coverage from test jobs instead of re-running all tests
- Create `search_vector_chunks` in test fixtures for Postgres compatibility
---
## Configuration Changes
| Setting | Old Default | New Default | Notes |
|---------|-------------|-------------|-------|
| `semantic_search_enabled` | `false` | `true` | Semantic search on by default |
| `ensure_frontmatter_on_sync` | `false` | `true` | Frontmatter added during sync |
| `permalinks_include_project` | `false` | `true` | Project prefix in permalinks |
---
## Upgrade Notes
- **Semantic search dependencies** are now included by default. If sqlite-vec fails to load,
search gracefully falls back to FTS. Run `bm reindex --embeddings` to generate embeddings
for existing content.
- **Hybrid search scoring** has changed from RRF to score-based fusion. Search result ordering
may differ — results should be more accurate with better score differentiation.
- **`search_by_metadata`** is removed as a standalone tool. Use `search_notes` with
`metadata_filters` instead (same parameters, same behavior).
- **Project-prefixed permalinks** are enabled by default. Existing notes keep their current
permalinks until modified. Set `permalinks_include_project: false` to disable.
- **Frontmatter on sync** is now enabled by default. Files without frontmatter will have it
added on next sync. Set `ensure_frontmatter_on_sync: false` to preserve old behavior.
- **Config migration** runs automatically for cloud projects with bisync — `local_sync_path`
is promoted to `path` so filesystem operations work correctly.
- **`write_note` is no longer idempotent** — calls to `write_note` for existing notes now
return an error unless `overwrite=True` is passed. Use `edit_note` for incremental changes,
or set `write_note_overwrite_default: true` in config to restore the old behavior.
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# Semantic Search Manual Test Log
## Overview
Manual test session for semantic (vector) search on the main project.
- Date: 2026-02-15
- Database: ~/.basic-memory/memory.db (SQLite)
- Entities: 456 embedded, 2714 vector chunks
- Search index: 2390 FTS entries
- Embedding model: default (384-dim, sqlite-vec)
## Test Plan
1. **Search Type Routing** — verify vector/hybrid/text dispatch, invalid search_type handling
2. **Conceptual Queries** — natural language where vector should beat FTS
3. **Keyword Queries** — exact terms where FTS should be strong
4. **Hybrid Ranking** — queries where both FTS and vector contribute
5. **Result Types** — entities, observations, relations in vector results
6. **Filters + Vector** — combine vector with types/entity_types/after_date
7. **Edge Cases** — short queries, long queries, empty, special chars, no-match
8. **Pagination** — page > 1, page_size respected
---
## Test Results
### Test 1: Search Type Routing
#### 1a: search_type="semantic" (invalid value)
- **Input:** query="how does the knowledge graph work", search_type="semantic"
- **Expected:** error or explicit fallback
- **Actual:** Silently falls through to text search (else branch in search.py:430)
- **Verdict:** BUG — should either be a recognized alias for "vector" or return an error
#### 1b: search_type="vector"
- **Input:** query="keeping AI context between sessions", search_type="vector"
- **Actual:** 5 results, scores ~0.58-0.59, found "Maintaining context across conversation boundaries" observation
- **Verdict:** PASS
#### 1c: search_type="text" with conceptual query
- **Input:** query="keeping AI context between sessions", search_type="text"
- **Actual:** 0 results (no exact keyword match)
- **Verdict:** PASS (expected — FTS requires token overlap)
#### 1d: search_type="hybrid" with conceptual query
- **Input:** query="keeping AI context between sessions", search_type="hybrid"
- **Actual:** 5 results, same ranking as vector (FTS contributed nothing here)
- **Verdict:** PASS
#### 1e: search_type="text" with keyword query
- **Input:** query="OAuth authentication", search_type="text"
- **Actual:** 3 results — AUTH.md Supabase OAuth, OAuth Rip-and-Replace, OAuth Integration Analysis
- **Verdict:** PASS
#### 1f: search_type="vector" with keyword query
- **Input:** query="OAuth authentication", search_type="vector"
- **Actual:** Same top results as text (keyword-rich content also scores well in vector space)
- **Verdict:** PASS
---
### Test 2: Conceptual Queries (vector advantage)
#### 2a: Natural language question
- **Input:** query="why do AI assistants forget things", search_type="vector"
- **Actual:** 5 results — Manual Testing Session, "Balance security and usability" observation, "Tools should match thought patterns" observation. Scores ~0.56-0.57
- **Vector advantage:** Found conceptually related content despite no exact keyword overlap
- **Verdict:** PASS
#### 2b: Same query, text search
- **Input:** query="why do AI assistants forget things", search_type="text"
- **Actual:** 1 result — "What is Basic Memory?" (likely matched on "AI" token)
- **Verdict:** PASS (demonstrates vector advantage — text barely matched)
#### 2c: Domain concept with no jargon
- **Input:** query="pricing strategy for cloud product", search_type="vector"
- **Actual:** 3 results — SPEC-16 MCP Cloud Service Consolidation, knowledge architecture observation, Visual Knowledge Spaces relation. Scores ~0.56-0.57
- **Verdict:** PASS (found cloud-related content conceptually)
#### 2d: Technical concept, long query
- **Input:** query="SQLite performance optimization WAL mode concurrent writes", search_type="vector"
- **Actual:** 3 results — SPEC-11 API Performance Optimization, Real-Time Updates with WebSockets, marketing status update. Scores ~0.55-0.58
- **Verdict:** PASS (found performance-related content)
---
### Test 3: Keyword Queries (FTS strength)
#### 3a: Exact term match — "OAuth authentication"
- **Text:** 3 results with high relevance (exact matches in titles)
- **Vector:** Same top results (keyword overlap helps vector too)
- **Verdict:** PASS — FTS and vector converge on keyword-rich queries
#### 3b: "OAuth" single keyword, hybrid mode
- **Input:** query="OAuth", search_type="hybrid"
- **Actual:** 5 results — Basic Memory Coding Guide, AI Collaboration Examples, SPEC-18, daily note, Manual Testing Session. FTS + vector blended. Scores ~0.016-0.032
- **Note:** Top hybrid result is "Basic Memory Coding Guide" not an OAuth-specific doc — suggests hybrid scoring may dilute strong FTS matches
- **Verdict:** PASS but hybrid ranking questionable for single-keyword queries
---
### Test 4: Hybrid Ranking
#### 4a: Hybrid vs vector on "OAuth authentication"
- **Hybrid with entity_types=["entity"]:** 5 results — RLS Implementation Lessons, Cloud Readiness Assessment, AUTH.md OAuth, Core Service Implementation, OAuth Rip-and-Replace. Scores ~0.016-0.023
- **Vector with entity_types=["entity"]:** 5 results — Core Service Implementation, SPEC-13 CLI Auth, Coding Guide, Authentication Service, ADR Production Auth. Scores ~0.55-0.60
- **Observation:** Hybrid surfaces different top results than vector-only. Hybrid found RLS and Cloud Readiness docs that vector didn't prioritize. Different ranking is expected from RRF fusion.
- **Verdict:** PASS — hybrid produces meaningfully different ranking
---
### Test 5: Result Types
#### 5a: Vector returns all result types
- **Input:** query="keeping AI context between sessions", search_type="vector"
- **Entities:** SPEC-18 AI Memory Management Tool (type=entity)
- **Relations:** Prompt Builder integrates_with (type=relation)
- **Observations:** "Translation layer is key" (type=observation), "Maintaining context across conversation boundaries" (type=observation)
- **Verdict:** PASS — all three types appear in vector results
#### 5b: Observations carry metadata
- **Observation result:** category="challenge", content="Maintaining context across conversation boundaries", from_entity="research/ai-knowledge-management-research"
- **Verdict:** PASS — category, content, from_entity, tags all present
#### 5c: Relations carry link info
- **Relation result:** relation_type="integrates_with", from_entity="development/features/prompt-builder...", to_entity (present but truncated in some)
- **Verdict:** PASS — relation metadata present
---
### Test 6: Filters + Vector Search
#### 6a: entity_types=["entity"] with vector
- **Input:** query="OAuth authentication", search_type="vector", entity_types=["entity"]
- **Actual:** 5 results, all type="entity" (Core Service Implementation, SPEC-13, Coding Guide, Authentication Service, ADR Auth)
- **Verdict:** PASS — filter correctly restricts to entities only
#### 6b: types=["note"] with vector
- **Input:** query="OAuth authentication", search_type="vector", types=["note"]
- **Actual:** Same 5 results (all have entity_type="note" in metadata)
- **Verdict:** PASS — types filter works with vector search
#### 6c: after_date with vector
- **Input:** query="OAuth authentication", search_type="vector", after_date="2025-06-01"
- **Actual:** 3 results — Core Service Implementation, Cloud Web App analysis observation, SPEC-13. Filtered out older OAuth docs.
- **Verdict:** PASS — date filter applied correctly
#### 6d: entity_types=["entity"] with hybrid
- **Input:** query="OAuth authentication", search_type="hybrid", entity_types=["entity"]
- **Actual:** 5 results, all type="entity" — RLS lessons, Cloud Readiness, AUTH.md OAuth, Core Service, OAuth Rip-and-Replace
- **Verdict:** PASS — filter works with hybrid mode too
#### 6e: types=["entity"] with vector (WRONG filter name)
- **Input:** query="OAuth authentication", search_type="vector", types=["entity"]
- **Actual:** 0 results
- **Note:** `types` filters by entity_type metadata (e.g., "note", "person"), NOT by SearchItemType. Using types=["entity"] looks for entity_type="entity" which few/no notes have. This is a UX confusion point — the param names are ambiguous.
- **Verdict:** PASS (correct behavior) but USABILITY ISSUE — easy to confuse types vs entity_types
---
### Test 7: Edge Cases
#### 7a: Single character query
- **Input:** query="x", search_type="vector"
- **Actual:** 3 results — "Self-contained application bundle" observation, Non-Markdown File Support relation, quick-win-tools entity. Scores ~0.57-0.59
- **Note:** Single character still produces an embedding and returns results. Quality is low/random as expected.
- **Verdict:** PASS (no crash, returns results)
#### 7b: Whitespace-only query
- **Input:** query=" ", search_type="vector"
- **Actual:** 0 results
- **Verdict:** PASS (handled gracefully — _check_vector_eligible strips and rejects empty)
#### 7c: Query with no relevant content
- **Input:** query="quantum computing blockchain", search_type="vector"
- **Actual:** 3 results — Inter-Agent Communication relation, Self-contained bundle observation, JSON-LD interop observation. Scores ~0.54
- **Note:** Still returns results because vector search always finds nearest neighbors. Scores are lower (~0.54) than relevant queries (~0.58-0.60). No relevance threshold applied.
- **Verdict:** PASS (expected behavior) but NOTE — no relevance cutoff means irrelevant queries always return something
---
### Test 8: Pagination
#### 8a: Vector search page 2
- **Input:** query="keeping AI context between sessions", search_type="vector", page=2, page_size=3
- **Actual:** 3 results on page 2, current_page=2. Different results from page 1. Top: "Maintaining context across conversation boundaries" observation (score 0.587)
- **Note:** Interestingly, page 2 had a higher-scoring result than some page 1 results. This may indicate pagination doesn't sort globally — it might be paginating within a pre-scored set.
- **Verdict:** PASS (pagination works) but POSSIBLE ISSUE — result ordering across pages needs investigation
---
## Summary
### Passing Tests: 20/21
### Bugs Found
1. **search_type="semantic" silently falls through** (Test 1a) — Invalid search_type values fall to the `else` branch and default to text search without any warning. Should either alias "semantic" to "vector" or raise an error.
### Usability Issues
2. **types vs entity_types confusion** (Test 6e) — `types` filters by entity_type metadata (note, person, etc.) while `entity_types` filters by SearchItemType (entity, observation, relation). The naming is ambiguous and easy to mix up.
3. **No relevance threshold** (Test 7c) — Vector search always returns nearest neighbors even for completely irrelevant queries. Consider adding a minimum score threshold or at least documenting expected score ranges.
4. **Hybrid ranking for single keywords** (Test 3b) — Hybrid mode on simple keyword queries produced less intuitive rankings than pure FTS or pure vector. The RRF fusion may dilute strong FTS signals.
### Observations
- Vector search successfully finds conceptually related content that FTS misses entirely
- Score ranges: relevant queries ~0.56-0.60, irrelevant queries ~0.54 (narrow spread)
- All three result types (entity, observation, relation) appear correctly in vector results
- Filters (entity_types, types, after_date) all work correctly with vector and hybrid modes
- Pagination works but cross-page ordering may need investigation
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# Semantic Search
This guide covers Basic Memory's semantic (vector) search feature, which adds meaning-based retrieval alongside the existing full-text search.
## Overview
Basic Memory's search supports both full-text search (FTS) and semantic retrieval. Semantic search adds vector embeddings that capture the *meaning* of your content, enabling:
- **Paraphrase matching**: Find "authentication flow" when searching for "login process"
- **Conceptual queries**: Search for "ways to improve performance" and find notes about caching, indexing, and optimization
- **Hybrid retrieval**: Combine the precision of keyword search with the recall of semantic similarity
Semantic search is enabled by default when semantic dependencies are available at runtime. It works on both SQLite (local) and Postgres (cloud) backends.
## Installation
Semantic search dependencies (fastembed, sqlite-vec, openai) are included in the default `basic-memory` install.
```bash
pip install basic-memory
```
You can always override with `BASIC_MEMORY_SEMANTIC_SEARCH_ENABLED=true|false`.
### Platform Compatibility
| Platform | FastEmbed (local) | OpenAI (API) |
|---|---|---|
| macOS ARM64 (Apple Silicon) | Yes | Yes |
| macOS x86_64 (Intel Mac) | No — see workaround below | Yes |
| Linux x86_64 | Yes | Yes |
| Linux ARM64 | Yes | Yes |
| Windows x86_64 | Yes | Yes |
#### Intel Mac Workaround
The default install includes FastEmbed, which depends on ONNX Runtime. ONNX Runtime dropped Intel Mac (x86_64) wheels starting in v1.24, so install with a compatible ONNX Runtime pin first:
```bash
pip install basic-memory 'onnxruntime<1.24'
```
After installation, Intel Mac users have two runtime options:
**Option 1: Use OpenAI embeddings (recommended)**
```bash
export BASIC_MEMORY_SEMANTIC_SEARCH_ENABLED=true
export BASIC_MEMORY_SEMANTIC_EMBEDDING_PROVIDER=openai
export OPENAI_API_KEY=sk-...
```
**Option 2: Use FastEmbed locally**
Keep the same pinned installation and use FastEmbed (default provider):
```bash
export BASIC_MEMORY_SEMANTIC_SEARCH_ENABLED=true
export BASIC_MEMORY_SEMANTIC_EMBEDDING_PROVIDER=fastembed
```
## Quick Start
1. Install Basic Memory:
```bash
pip install basic-memory
```
2. (Optional) Explicitly enable semantic search:
```bash
export BASIC_MEMORY_SEMANTIC_SEARCH_ENABLED=true
```
3. Build vector embeddings for your existing content:
```bash
bm reindex --embeddings
```
4. Search using semantic modes:
```python
# Pure vector similarity
search_notes("login process", search_type="vector")
# Hybrid: combines FTS precision with vector recall (recommended)
search_notes("login process", search_type="hybrid")
# Explicit full-text search
search_notes("login process", search_type="text")
```
## Configuration Reference
All settings are fields on `BasicMemoryConfig` and can be set via environment variables (prefixed with `BASIC_MEMORY_`).
| Config Field | Env Var | Default | Description |
|---|---|---|---|
| `semantic_search_enabled` | `BASIC_MEMORY_SEMANTIC_SEARCH_ENABLED` | Auto (`true` when semantic deps are available) | Enable semantic search. Required before vector/hybrid modes work. |
| `semantic_embedding_provider` | `BASIC_MEMORY_SEMANTIC_EMBEDDING_PROVIDER` | `"fastembed"` | Embedding provider: `"fastembed"` (local) or `"openai"` (API). |
| `semantic_embedding_model` | `BASIC_MEMORY_SEMANTIC_EMBEDDING_MODEL` | `"bge-small-en-v1.5"` | Model identifier. Auto-adjusted per provider if left at default. |
| `semantic_embedding_dimensions` | `BASIC_MEMORY_SEMANTIC_EMBEDDING_DIMENSIONS` | Auto-detected | Vector dimensions. 384 for FastEmbed, 1536 for OpenAI. Override only if using a non-default model. |
| `semantic_embedding_batch_size` | `BASIC_MEMORY_SEMANTIC_EMBEDDING_BATCH_SIZE` | `64` | Number of texts to embed per batch. |
| `semantic_vector_k` | `BASIC_MEMORY_SEMANTIC_VECTOR_K` | `100` | Candidate count for vector nearest-neighbour retrieval. Higher values improve recall at the cost of latency. |
## Embedding Providers
### FastEmbed (default)
FastEmbed runs entirely locally using ONNX models — no API key, no network calls, no cost.
- **Model**: `BAAI/bge-small-en-v1.5`
- **Dimensions**: 384
- **Tradeoff**: Smaller model, fast inference, good quality for most use cases
```bash
# Install basic-memory and enable semantic search
pip install basic-memory
export BASIC_MEMORY_SEMANTIC_SEARCH_ENABLED=true
```
### OpenAI
Uses OpenAI's embeddings API for higher-dimensional vectors. Requires an API key.
- **Model**: `text-embedding-3-small`
- **Dimensions**: 1536
- **Tradeoff**: Higher quality embeddings, requires API calls and an OpenAI key
```bash
export BASIC_MEMORY_SEMANTIC_SEARCH_ENABLED=true
export BASIC_MEMORY_SEMANTIC_EMBEDDING_PROVIDER=openai
export OPENAI_API_KEY=sk-...
```
When switching from FastEmbed to OpenAI (or vice versa), you must rebuild embeddings since the vector dimensions differ:
```bash
bm reindex --embeddings
```
## Search Modes
### `text` (default)
Full-text keyword search using FTS5 (SQLite) or tsvector (Postgres). Supports boolean operators (`AND`, `OR`, `NOT`), phrase matching, and prefix wildcards.
```python
search_notes("project AND planning", search_type="text")
```
This is the existing default and does not require semantic search to be enabled.
### `vector`
Pure semantic similarity search. Embeds your query and finds the nearest content vectors. Good for conceptual or paraphrase queries where exact keywords may not appear in the content.
```python
search_notes("how to speed up the app", search_type="vector")
```
Returns results ranked by cosine similarity. Individual observations and relations surface as first-class results, not collapsed into parent entities.
### `hybrid`
Combines FTS and vector results using score-based fusion. This is generally the best mode when you want both keyword precision and semantic recall.
```python
search_notes("authentication security", search_type="hybrid")
```
Score-based fusion uses the formula `max(vec, fts) + bonus * min(vec, fts)` to preserve the dominant signal while rewarding results found by both methods.
### When to Use Which
| Mode | Best For |
|---|---|
| `text` | Exact keyword matching, boolean queries, tag/category searches |
| `vector` | Conceptual queries, paraphrase matching, exploratory searches |
| `hybrid` | General-purpose search combining precision and recall |
## The Reindex Command
The `bm reindex` command rebuilds search indexes without dropping the database.
```bash
# Rebuild everything (FTS + embeddings if semantic is enabled)
bm reindex
# Only rebuild vector embeddings
bm reindex --embeddings
# Only rebuild the full-text search index
bm reindex --search
# Target a specific project
bm reindex -p my-project
```
### When You Need to Reindex
- **Upgrade note**: Migration now performs a one-time automatic embedding backfill on upgrade.
- **Manual enable case**: If you explicitly had `semantic_search_enabled=false` and then turn it on
- **Provider change**: After switching between `fastembed` and `openai`
- **Model change**: After changing `semantic_embedding_model`
- **Dimension change**: After changing `semantic_embedding_dimensions`
The reindex command shows progress with embedded/skipped/error counts:
```
Project: main
Building vector embeddings...
✓ Embeddings complete: 142 entities embedded, 0 skipped, 0 errors
Reindex complete!
```
## How It Works
### Chunking
Each entity in the search index is split into semantic chunks before embedding:
- **Headers**: Markdown headers (`#`, `##`, etc.) start new chunks
- **Bullets**: Each bullet item (`-`, `*`) becomes its own chunk for granular fact retrieval
- **Prose sections**: Non-bullet text is merged up to ~900 characters per chunk
- **Long sections**: Oversized content is split with ~120 character overlap to preserve context at boundaries
Each search index item type (entity, observation, relation) is chunked independently, so observations and relations are embeddable as discrete facts.
### Deduplication
Each chunk has a `source_hash` (SHA-256 of the chunk text). On re-sync, unchanged chunks skip re-embedding entirely. This makes incremental updates fast — only modified content triggers API calls or model inference.
### Hybrid Fusion
Hybrid search uses score-based fusion to merge FTS and vector results:
1. Run FTS search to get keyword-ranked results; normalize scores to [0, 1]
2. Run vector search to get similarity-ranked results (already [0, 1])
3. For each result, compute: `fused = max(vec_score, fts_score) + 0.3 * min(vec_score, fts_score)`
4. Sort by fused score
The dominant signal (whichever source scored higher) is preserved, and dual-source agreement adds a bonus. Unlike rank-based fusion, this approach retains score magnitude — a strong vector match stays strong even without an FTS hit.
### Observation-Level Results
Vector and hybrid modes return individual observations and relations as first-class search results, not just parent entities. This means a search for "water temperature for brewing" can surface the specific observation about 205°F without returning the entire "Coffee Brewing Methods" entity.
## Database Backends
### SQLite (local)
- **Vector storage**: [sqlite-vec](https://github.com/asg017/sqlite-vec) virtual table
- **Table creation**: At runtime when semantic search is first used — no migration needed
- **Embedding table**: `search_vector_embeddings` using `vec0(embedding float[N])` where N is the configured dimensions
- **Chunk metadata**: `search_vector_chunks` table stores chunk text, keys, and source hashes
The sqlite-vec extension is loaded per-connection. Vector tables are created lazily on first use.
### Postgres (cloud)
- **Vector storage**: [pgvector](https://github.com/pgvector/pgvector) with HNSW indexing
- **Chunk metadata table**: Created via Alembic migration (`search_vector_chunks` with `BIGSERIAL` primary key)
- **Embedding table**: `search_vector_embeddings` created at runtime (dimension-dependent, same pattern as SQLite)
- **Index**: HNSW index on the embedding column for fast approximate nearest-neighbour queries
The Alembic migration creates the dimension-independent chunks table. The embeddings table and HNSW index are deferred to runtime because they depend on the configured vector dimensions.
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# SPEC-LOCAL-PLUS-PUBLISH: Local+ Published Notes and Privacy Tiers
**Status:** Draft
**Date:** 2026-02-14
**Owner:** Basic Memory
## Summary
Add a paid Local+ feature that lets users publish selected notes to shareable URLs while keeping the
main knowledge base local-first. Use this as a product wedge for users who do not want full cloud
hosting but do want collaboration and distribution features.
This spec also captures a practical position on "zero knowledge" for Local+.
## Context
Basic Memory already has strong local-first primitives and optional cloud routing/sync. A recurring
request is:
- keep knowledge local by default,
- pay for selective value-add,
- share specific outputs externally.
Published Notes fits this model: explicit per-note opt-in, reversible, and easy to understand.
## Goals
1. Provide an Obsidian Publish-style sharing experience for selected notes.
2. Keep local markdown files as source of truth.
3. Make sharing compatible with current cloud/auth/billing primitives.
4. Define clear Local+ packaging that does not degrade OSS local workflows.
5. Document zero-knowledge constraints so product decisions are explicit.
## Non-Goals
1. Full hosted editing for all notes (Cloud Full remains separate).
2. Public website builder/CMS features.
3. Strict cryptographic zero-knowledge server processing for MCP/search in v1.
## Local+ Feature Catalog (Sellable)
Core Local+ candidates:
1. Published Notes (share URL, revoke, expiry, password).
2. Snapshot Time Machine (point-in-time restore for local projects).
3. Recovery Drill Reports (automated restore verification).
4. Device/API Key Governance (per-device keys, revocation, audit trail).
5. BYO Storage Orchestration (managed setup for user-owned object storage).
6. Semantic Boost Add-on (higher quality retrieval options while files remain source-of-truth).
Team-oriented add-ons:
1. Team-owned shared links and domain branding.
2. Role-based publish permissions.
3. Shared workspace policies for what can be published.
## Proposed MVP: Published Notes
### User Experience
Per note actions:
1. Publish.
2. Unpublish.
3. Copy URL.
4. Regenerate URL.
5. Set visibility and controls.
Controls:
1. Visibility: `unlisted` (default) or `public`.
2. Optional password gate.
3. Optional expiration datetime.
4. Optional "disable indexing" flag for public mode.
Behavior:
1. Source note remains local markdown.
2. Publish is explicit opt-in per note.
3. Unpublish removes public access immediately.
4. Republish creates a new URL token unless user chooses to keep current URL.
### URL Model
1. Unlisted share URL: high-entropy token path.
2. Public URL: slug path (optional, later phase).
3. Team plans can support custom domain mapping in later phase.
### Content Model
v1 published page includes:
1. Rendered markdown body.
2. Optional metadata (title, updated_at).
v1 excludes:
1. Full graph traversal expansion.
2. Related note auto-discovery on public pages.
### Sync Model
1. Local file remains canonical.
2. Publish stores a rendered snapshot plus metadata in cloud.
3. Update path:
- manual "update published version", or
- optional auto-update on note change (plan-gated).
## Architecture (v1)
### High-Level Flow
1. Client selects a note to publish.
2. Client sends publish request with note identifier and policy.
3. Service resolves note content (local sync artifact or explicit upload payload).
4. Service stores published artifact and returns share URL.
### Data Model
`published_notes`
1. `id` (uuid)
2. `tenant_id` or `workspace_id`
3. `project_id`
4. `entity_permalink` (or stable external_id)
5. `share_token` (hashed in DB)
6. `visibility` (`unlisted`|`public`)
7. `password_hash` (nullable)
8. `expires_at` (nullable)
9. `is_active`
10. `published_content` (rendered snapshot or reference)
11. `published_at`
12. `updated_at`
### API Shape (Draft)
1. `POST /api/published-notes`
2. `GET /api/published-notes`
3. `GET /api/published-notes/{id}`
4. `PATCH /api/published-notes/{id}`
5. `DELETE /api/published-notes/{id}` (unpublish)
6. `POST /api/published-notes/{id}/regenerate-url`
7. `GET /p/{token}` (public resolver)
### CLI Shape (Draft)
1. `bm cloud publish <identifier>`
2. `bm cloud publish list`
3. `bm cloud publish update <id>`
4. `bm cloud publish unpublish <id>`
5. `bm cloud publish rotate-url <id>`
### Security
1. Default to unlisted URLs.
2. Store only hashed share tokens.
3. Passwords hashed server-side.
4. Enforce expiration at request time.
5. Log publish/unpublish/rotate events for auditability.
## Packaging and Pricing Direction
Suggested split:
1. OSS Local: no publish URLs.
2. Local+ Solo: publish URLs + snapshots + recovery.
3. Local+ Team: solo features + team governance and branding.
4. Cloud Full: hosted app + full cloud workflows.
Key message:
"Keep everything local. Publish only what you choose."
## Rollout Plan
1. Phase 1: Unlisted publish URLs + unpublish + regenerate URL.
2. Phase 2: Password/expiry controls.
3. Phase 3: Auto-update on note change and basic analytics.
4. Phase 4: Team branding/domains/policies.
## Zero-Knowledge Position
### Strict Zero-Knowledge Definition
Strict zero-knowledge means the server cannot decrypt note content at all.
### Why This Conflicts with MCP and Search
If server cannot decrypt:
1. MCP tool execution against cloud content cannot read/write semantic content.
2. Full-text search cannot index plaintext content.
3. Semantic/vector search cannot generate or query embeddings on plaintext.
4. Server-side relation resolution and context building become severely limited.
This matches earlier findings: strict zero-knowledge materially handicaps MCP-driven behavior and
search quality.
### Viable Alternatives (Not Strict Zero-Knowledge)
1. Encryption at rest/in transit with server-side decrypt in trusted runtime.
- Preserves MCP/search quality.
- Not zero-knowledge cryptographically.
2. Client-side retrieval mode.
- Keep MCP/search local; cloud is sync/share/backup relay.
- Best for privacy-first users.
- Requires local agent availability for advanced retrieval.
3. Limited encrypted indexing.
- Blind indexes for exact keywords only.
- No high-quality semantic search.
- Usually poor UX for natural-language memory recall.
### Recommendation
For Local+:
1. Do not promise strict zero-knowledge for cloud MCP/search paths.
2. Offer a privacy-first local mode where advanced retrieval stays local.
3. Clearly label tradeoffs:
- "Local private mode" (best privacy, best local retrieval).
- "Cloud-assisted mode" (best cross-device/MCP consistency, trusted-runtime decrypt).
This keeps messaging honest and avoids repeating the known incompatibility.
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# SPEC-SCHEMA-IMPL: Schema System Implementation Plan
**Status:** Draft
**Created:** 2025-02-06
**Branch:** `feature/schema-system`
**Depends on:** [SPEC-SCHEMA](SPEC-SCHEMA.md)
## Overview
Implementation plan for the Basic Memory Schema System. The system is entirely programmatic —
no LLM agent runtime or API key required. The LLM already in the user's session (Claude Code,
Claude Desktop, etc.) provides the intelligence layer by reading schema notes via existing
MCP tools.
## Architecture
```
┌─────────────────────────────────────────────────┐
│ Entry Points │
│ CLI (bm schema ...) │ MCP (schema_validate) │
└──────────┬────────────┴──────────┬──────────────┘
│ │
▼ ▼
┌─────────────────────────────────────────────────┐
│ Schema Service Layer │
│ resolve_schema · validate · infer · diff │
└──────────┬────────────────────────┬──────────────┘
│ │
▼ ▼
┌──────────────────────┐ ┌────────────────────────┐
│ Picoschema Parser │ │ Note/Entity Access │
│ YAML → SchemaModel │ │ (existing repository) │
└──────────────────────┘ └────────────────────────┘
```
No new database tables. Schemas are notes with `type: schema` — they're already indexed.
Validation reads observations and relations from existing data.
## Components
### 1. Picoschema Parser
**Location:** `src/basic_memory/schema/parser.py`
Parses Picoschema YAML into an internal representation.
```python
@dataclass
class SchemaField:
name: str
type: str # string, integer, number, boolean, any, or EntityName
required: bool # True unless field name ends with ?
is_array: bool # True if (array) notation
is_enum: bool # True if (enum) notation
enum_values: list[str] # Populated for enums
description: str | None # Text after comma
is_entity_ref: bool # True if type is capitalized (entity reference)
children: list[SchemaField] # For (object) types
@dataclass
class SchemaDefinition:
entity: str # The entity type this schema describes
version: int # Schema version
fields: list[SchemaField] # Parsed fields
validation_mode: str # "warn" | "strict" | "off"
frontmatter_fields: list[SchemaField] # From settings.frontmatter (default: [])
def parse_picoschema(yaml_dict: dict) -> list[SchemaField]:
"""Parse a Picoschema YAML dict into a list of SchemaField objects."""
def parse_schema_note(frontmatter: dict) -> SchemaDefinition:
"""Parse a full schema note's frontmatter into a SchemaDefinition."""
```
**Input/Output:**
```yaml
# Input (YAML dict from frontmatter)
schema:
name: string, full name
role?: string, job title
works_at?: Organization, employer
expertise?(array): string, areas of knowledge
```
```python
# Output
[
SchemaField(name="name", type="string", required=True, description="full name", ...),
SchemaField(name="role", type="string", required=False, description="job title", ...),
SchemaField(name="works_at", type="Organization", required=False, is_entity_ref=True, ...),
SchemaField(name="expertise", type="string", required=False, is_array=True, ...),
]
```
### 2. Schema Resolver
**Location:** `src/basic_memory/schema/resolver.py`
Finds the applicable schema for a note using the resolution order.
```python
async def resolve_schema(
note_frontmatter: dict,
search_fn: Callable, # injected search capability
) -> SchemaDefinition | None:
"""Resolve schema for a note.
Resolution order:
1. Inline schema (frontmatter['schema'] is a dict)
2. Explicit reference (frontmatter['schema'] is a string)
3. Implicit by type (frontmatter['type'] → schema note with matching entity)
4. No schema (returns None)
"""
```
### 3. Schema Validator
**Location:** `src/basic_memory/schema/validator.py`
Validates a note's observations and relations against a resolved schema.
```python
@dataclass
class FieldResult:
field: SchemaField
status: str # "present" | "missing" | "type_mismatch"
values: list[str] # Matched observation values or relation targets
message: str | None # Human-readable detail
@dataclass
class ValidationResult:
note_identifier: str
schema_entity: str
passed: bool # True if no errors (warnings are OK)
field_results: list[FieldResult]
unmatched_observations: dict[str, int] # category → count
unmatched_relations: list[str] # relation types not in schema
warnings: list[str]
errors: list[str]
async def validate_note(
note: Note,
schema: SchemaDefinition,
frontmatter: dict | None = None,
) -> ValidationResult:
"""Validate a note against a schema definition.
Mapping rules:
- field: string → observation [field] exists
- field?(array): type → multiple [field] observations
- field?: EntityType → relation 'field [[...]]' exists
- field?(enum): [v] → observation [field] value ∈ enum values
- settings.frontmatter field → frontmatter key presence/value
"""
```
### 4. Schema Inference Engine
**Location:** `src/basic_memory/schema/inference.py`
Analyzes notes of a given type and suggests a schema based on usage frequency.
```python
@dataclass
class FieldFrequency:
name: str
source: str # "observation" | "relation"
count: int # notes containing this field
total: int # total notes analyzed
percentage: float
sample_values: list[str] # representative values
is_array: bool # True if typically appears multiple times per note
target_type: str | None # For relations, the most common target entity type
@dataclass
class InferenceResult:
entity_type: str
notes_analyzed: int
field_frequencies: list[FieldFrequency]
suggested_schema: dict # Ready-to-use Picoschema YAML dict
suggested_required: list[str]
suggested_optional: list[str]
excluded: list[str] # Below threshold
async def infer_schema(
entity_type: str,
notes: list[Note],
required_threshold: float = 0.95, # 95%+ = required
optional_threshold: float = 0.25, # 25%+ = optional
) -> InferenceResult:
"""Analyze notes and suggest a Picoschema definition."""
```
### 5. Schema Diff
**Location:** `src/basic_memory/schema/diff.py`
Compares current note usage against an existing schema definition.
```python
@dataclass
class SchemaDrift:
new_fields: list[FieldFrequency] # Fields not in schema but common in notes
dropped_fields: list[FieldFrequency] # Fields in schema but rare in notes
cardinality_changes: list[str] # one → many or many → one
type_mismatches: list[str] # observation values don't match declared type
async def diff_schema(
schema: SchemaDefinition,
notes: list[Note],
) -> SchemaDrift:
"""Compare a schema against actual note usage to detect drift."""
```
## Entry Points
### CLI Commands
**Location:** `src/basic_memory/cli/schema.py`
```python
import typer
schema_app = typer.Typer(name="schema", help="Schema management commands")
@schema_app.command()
async def validate(
target: str = typer.Argument(None, help="Note path or entity type"),
strict: bool = typer.Option(False, help="Override to strict mode"),
):
"""Validate notes against their schemas."""
@schema_app.command()
async def infer(
entity_type: str = typer.Argument(..., help="Entity type to analyze"),
threshold: float = typer.Option(0.25, help="Minimum frequency for optional fields"),
save: bool = typer.Option(False, help="Save to schema/ directory"),
):
"""Infer schema from existing notes of a type."""
@schema_app.command()
async def diff(
entity_type: str = typer.Argument(..., help="Entity type to diff"),
):
"""Show drift between schema and actual usage."""
```
Registered as subcommand: `bm schema validate`, `bm schema infer`, `bm schema diff`.
### MCP Tools
**Location:** `src/basic_memory/mcp/tools/schema.py`
```python
@mcp_tool
async def schema_validate(
entity_type: str | None = None,
identifier: str | None = None,
project: str | None = None,
) -> str:
"""Validate notes against their resolved schema."""
@mcp_tool
async def schema_infer(
entity_type: str,
threshold: float = 0.25,
project: str | None = None,
) -> str:
"""Analyze existing notes and suggest a schema definition."""
```
### API Endpoints
**Location:** `src/basic_memory/api/schema_router.py`
```python
router = APIRouter(prefix="/schema", tags=["schema"])
@router.post("/validate")
async def validate_schema(...) -> ValidationReport: ...
@router.post("/infer")
async def infer_schema(...) -> InferenceResult: ...
@router.get("/diff/{entity_type}")
async def diff_schema(...) -> SchemaDrift: ...
```
MCP tools call these endpoints via the typed client pattern (consistent with existing
architecture).
## Implementation Phases
### Phase 1: Parser + Resolver
Build the foundation — can parse Picoschema and find schemas for notes.
**Deliverables:**
- `schema/parser.py` — Picoschema YAML → `SchemaDefinition`
- `schema/resolver.py` — Resolution order (inline → explicit ref → implicit by type → none)
- Unit tests for all Picoschema syntax variations
- Unit tests for resolution order
**No external dependencies.** Pure Python parsing of YAML dicts. Can develop and test
in isolation.
### Phase 2: Validator
Connect schemas to notes and produce validation results.
**Deliverables:**
- `schema/validator.py` — Validate note observations/relations against schema fields
- API endpoint: `POST /schema/validate`
- MCP tool: `schema_validate`
- CLI command: `bm schema validate`
- Integration tests with real notes and schemas
**Depends on:** Phase 1 (parser + resolver)
### Phase 3: Inference
Analyze existing notes to suggest schemas.
**Deliverables:**
- `schema/inference.py` — Frequency analysis across notes of a type
- API endpoint: `POST /schema/infer`
- MCP tool: `schema_infer`
- CLI command: `bm schema infer`
- Option to save inferred schema as a note via `write_note`
**Depends on:** Phase 1 (parser for output format)
### Phase 4: Diff
Compare schemas against current usage.
**Deliverables:**
- `schema/diff.py` — Drift detection between schema and actual notes
- API endpoint: `GET /schema/diff/{entity_type}`
- CLI command: `bm schema diff`
**Depends on:** Phase 1 (parser), Phase 3 (inference, for frequency analysis)
## Testing Strategy
- **Unit tests** (`tests/schema/`): Parser edge cases, resolution logic, validation mapping,
inference thresholds
- **Integration tests** (`test-int/schema/`): End-to-end with real markdown files, schema notes
on disk, CLI invocation
- Coverage target: 100% (consistent with project standard)
## What This Does NOT Include
- No new database tables or migrations
- No new markdown syntax (schemas validate existing observations/relations)
- No LLM agent runtime or API key management
- No hook integration (deferred)
- No schema composition/inheritance (deferred)
- No OWL/RDF export (deferred)
- No built-in templates (deferred)
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@@ -1,492 +0,0 @@
# SPEC-SCHEMA: Basic Memory Schema System
**Status:** Draft
**Created:** 2025-02-06
**Branch:** `feature/schema-system`
## Summary
A schema system for Basic Memory that uses [Picoschema](https://genkit.dev/docs/dotprompt/)
syntax in YAML frontmatter. Schemas validate notes against their existing observation/relation
structure — no new data model, no migration, just a declarative lens over what's already there.
## Core Principles
1. **Schemas are just notes** — A schema is a note with `type: schema`, lives anywhere
2. **Use prior art** — Picoschema syntax in YAML frontmatter, no custom notation
3. **Validation maps to existing format** — Observations and relations, not a parallel data model
4. **Validation is soft** — Warnings by default, not blocking errors
5. **Inference over prescription** — Schemas describe reality, emerge from usage
6. **No built-in agent** — Programmatic core; the LLM already in the session provides intelligence
## Picoschema Syntax
Picoschema is a compact schema notation from Google's Dotprompt that fits naturally in YAML
frontmatter.
### Supported Types
| Type | Description |
|------|-------------|
| `string` | Text value |
| `integer` | Whole number |
| `number` | Decimal number |
| `boolean` | True/false |
| `any` | Any scalar type |
| `EntityName` | Reference to another entity (capitalized = entity reference) |
### Syntax Rules
```yaml
schema:
name: string, full name # required field with description
email?: string, contact email # ? = optional
role?: string, job title
works_at?: Organization, employer # capitalized type = entity reference
tags?(array): string, categories # array of type
status?(enum): [active, inactive] # enum with allowed values
metadata?(object): # nested object
updated_at?: string
source?: string
```
- `field: type` — required field
- `field?: type` — optional field
- `field(array): type` — array of values
- `field?(enum): [values]` — enumeration
- `field?(object):` — nested object with sub-fields
- `, description` — description after comma
- `EntityName` as type (capitalized) — reference to another entity
## Schema-to-Note Mapping
Schemas validate against the existing Basic Memory note format. No new syntax for note
authors to learn.
### Mapping Rules
| Schema Declaration | Grounded In | Example Match |
|--------------------|-------------|---------------|
| `field: string` | Observation `[field] value` | `- [name] Paul Graham` |
| `field?(array): string` | Multiple `[field]` observations | `- [expertise] Lisp` (×N) |
| `field?: EntityType` | Relation `field [[Target]]` | `- works_at [[Y Combinator]]` |
| `field?(array): EntityType` | Multiple `field` relations | `- authored [[Book]]` (×N) |
| `tags` | Frontmatter `tags` array | `tags: [startups, essays]` |
| `field?(enum): [values]` | Observation `[field] value` where value ∈ set | `- [status] active` |
| `settings.frontmatter` field | Frontmatter key presence/value | `tags: [python, ai]` |
### Key Insight
Schemas don't introduce a new way to store data. They describe the patterns already present
in observations and relations. A note doesn't have to change how it's written — the schema
just says "a good Person note has a `[name]` observation and a `works_at` relation."
## Schema Definition
### As a Dedicated Schema Note
```yaml
# schema/Person.md
---
title: Person
type: schema
entity: Person
version: 1
schema:
name: string, full name
email?: string, contact email
role?: string, job title
works_at?: Organization, employer
expertise?(array): string, areas of knowledge
settings:
validation: warn # warn | strict | off
frontmatter:
tags?(array): string, note categories
status?(enum): [draft, review, published]
---
# Person
A human individual in the knowledge graph.
Any documentation about this entity type goes here as prose.
```
Schema notes are regular Basic Memory notes. They show up in search, can have their own
observations and relations, and can be organized in any folder (though `schema/` is
the suggested convention).
### Inline Schema in a Note
Notes can carry their own schema directly:
```yaml
# meetings/2024-01-15-standup.md
---
title: Team Standup 2024-01-15
type: meeting
schema:
attendees(array): string, who was there
decisions(array): string, what was decided
action_items(array): string, follow-ups
blockers?(array): string, anything stuck
---
# Team Standup 2024-01-15
## Observations
- [attendees] Paul
- [attendees] Sarah
- [decisions] Ship v2 by Friday
- [action_items] Paul to review PR #42
- [blockers] Waiting on API credentials
```
Good for one-off structured notes or prototyping a schema before extracting it.
### Explicit Schema Reference
A note can reference a schema by entity name or permalink:
```yaml
# projects/basic-memory.md
---
title: Basic Memory
schema: SoftwareProject # by entity name
---
# research/llm-memory-patterns.md
---
title: LLM Memory Patterns
schema: schema/research-project # by permalink
---
```
Use cases:
- Note's `type` differs from the schema it should validate against
- Multiple schema variants exist for the same domain
- Applying structure to existing notes without changing their type
## Schema Resolution
When validating a note, schemas resolve in priority order:
```
1. Inline schema → schema: { ... } (dict in frontmatter)
2. Explicit ref → schema: Person (string in frontmatter)
3. Implicit by type → type: Person (lookup schema note with entity: Person)
4. No schema → no validation (perfectly fine)
```
```python
async def resolve_schema(note: Note) -> Schema | None:
schema_value = note.frontmatter.get('schema')
# 1. Inline schema (dict)
if isinstance(schema_value, dict):
return parse_picoschema(schema_value)
# 2. Explicit reference (string)
if isinstance(schema_value, str):
schema_note = await find_schema_note(schema_value)
if schema_note:
return parse_picoschema(schema_note.frontmatter['schema'])
# 3. Implicit by type
note_type = note.frontmatter.get('type')
if note_type:
results = await search_notes(f"type:schema entity:{note_type}")
if results:
return parse_picoschema(results[0].frontmatter['schema'])
# 4. No schema
return None
```
## Validation
### Modes
Configured in the schema's `settings.validation`:
| Mode | Behavior |
|------|----------|
| `off` | No validation |
| `warn` | Warnings in output, doesn't block (default) |
| `strict` | Errors that block sync, for CI/CD enforcement |
### Validation Output
For a note missing required fields:
```
$ bm schema validate people/ada-lovelace.md
⚠ Person schema validation:
- Missing required field: name (expected [name] observation)
- Missing optional field: role
- Missing optional field: works_at (no relation found)
Unmatched observations: [fact] ×2, [born] ×1
Unmatched relations: collaborated_with
```
"Unmatched" items are informational — observations and relations the schema doesn't cover.
They're valid. Schemas are a subset, not a straitjacket.
### Frontmatter Validation
Schema notes can declare validation rules for frontmatter keys under `settings.frontmatter`
using the same Picoschema syntax as the `schema` block:
```yaml
settings:
validation: warn
frontmatter:
tags?(array): string
status?(enum): [draft, review, published]
```
- Frontmatter rules use the same Picoschema key syntax (`?` for optional, `(enum)`, `(array)`)
- Only available on schema notes (inline schemas skip frontmatter validation)
- Checks key presence (required vs optional) and enum value membership
- Unmatched frontmatter keys not in the schema are silently ignored
- Missing required frontmatter keys produce a warning (or error in strict mode)
Example output for a missing required frontmatter key:
```
⚠ Person schema validation:
- Missing required frontmatter key: status
```
### Batch Validation
```
$ bm schema validate Person
Validating 30 notes against Person schema...
✓ people/paul-graham.md — all fields present
✓ people/rich-hickey.md — all fields present
⚠ people/ada-lovelace.md — missing: name
⚠ people/alan-kay.md — missing: name, role
✓ people/linus-torvalds.md — all fields present
...
Summary: 22/30 valid, 8 warnings, 0 errors
```
## Emerging Schemas
### The Problem with Traditional Schemas
Most schema systems require: define schema → create conforming content → fight the schema
when reality doesn't match. This is backwards. Knowledge grows organically.
### The Basic Memory Approach
```
Write notes freely → Patterns emerge → Crystallize into schema → Validate future notes
```
### Schema Inference
Generate schemas from existing notes by analyzing observation and relation frequency:
```
$ bm schema infer Person
Analyzing 30 notes with type: Person...
Observations found:
[name] 30/30 100% → name: string
[role] 27/30 90% → role?: string
[fact] 25/30 83% (generic — no single field)
[expertise] 18/30 60% → expertise?(array): string
[email] 8/30 27% → email?: string
[born] 6/30 20% (below threshold)
Relations found:
works_at 22/30 73% → works_at?: Organization
authored 11/30 37% → authored?(array): string
Suggested schema:
name: string, full name
role?: string, job title
expertise?(array): string, areas of knowledge
email?: string, contact email
works_at?: Organization, employer
Save to schema/Person.md? [y/n]
```
Frequency thresholds:
- 100% present → required field
- 25%+ present → optional field
- Below 25% → excluded from suggestion (but noted)
### Schema Drift Detection
Track how usage patterns shift over time:
```
$ bm schema diff Person
Schema drift detected:
+ expertise: now in 81% of notes (was 12%)
- department: dropped to 3% of notes
~ works_at: cardinality changed (one → many)
Update schema? [y/n/review]
```
## LLM Integration (AI Guidance)
No agent runtime or API key required. The LLM already in the session uses schemas as
context for note creation.
### Flow
1. User asks LLM to "write a note about Rich Hickey"
2. LLM determines `type: Person` is appropriate
3. LLM calls `search_notes("type:schema entity:Person")` → finds schema
4. LLM reads schema fields: required `name`, optional `role`, `works_at`, `expertise`
5. LLM calls `write_note` with observations and relations that satisfy the schema
The schema acts as a creation template. The LLM knows what a "complete" note looks like
without any custom agent infrastructure.
### MCP Tools
```python
@mcp_tool
async def schema_validate(
entity_type: str | None = None,
identifier: str | None = None,
project: str | None = None,
) -> ValidationReport:
"""Validate notes against their resolved schema.
Validates a specific note (by identifier) or all notes of a given type.
Returns warnings/errors based on the schema's validation mode.
"""
@mcp_tool
async def schema_infer(
entity_type: str,
threshold: float = 0.25,
project: str | None = None,
) -> SuggestedSchema:
"""Analyze existing notes and suggest a schema definition.
Examines observation categories and relation types across all notes
of the given type. Returns frequency analysis and suggested Picoschema.
"""
```
## CLI Commands
```bash
# Validate a specific note
bm schema validate people/ada-lovelace.md
# Validate all notes of a type
bm schema validate Person
# Validate everything with a schema
bm schema validate
# Infer schema from existing notes
bm schema infer Person
# Show schema drift from current definition
bm schema diff Person
# List all schema notes
bm search "type:schema"
```
## Examples
### Complete Person Workflow
**Schema:**
```yaml
# schema/Person.md
---
title: Person
type: schema
entity: Person
version: 1
schema:
name: string, full name
role?: string, job title or position
works_at?: Organization, employer
expertise?(array): string, areas of knowledge
email?: string, contact email
settings:
validation: warn
---
# Person
A human individual in the knowledge graph.
```
**Valid note:**
```yaml
# people/paul-graham.md
---
title: Paul Graham
type: Person
tags: [startups, essays, lisp]
---
# Paul Graham
## Observations
- [name] Paul Graham
- [role] Essayist and investor
- [expertise] Startups
- [expertise] Lisp
- [expertise] Essay writing
- [fact] Created Viaweb, the first web app
## Relations
- works_at [[Y Combinator]]
- authored [[Hackers and Painters]]
```
**Note with warnings:**
```yaml
# people/ada-lovelace.md
---
title: Ada Lovelace
type: Person
---
# Ada Lovelace
## Observations
- [fact] Wrote the first computer program
- [born] 1815
## Relations
- collaborated_with [[Charles Babbage]]
```
Validation: warns about missing required `[name]` observation. Everything else is optional
or unmatched (which is fine).
## Future Considerations (Deferred)
These are interesting but out of scope for the initial implementation:
- **Multiple schema inheritance**`schema: [Person, Author]`
- **Hook integration** — Pre-write validation via the hooks system
- **OWL/RDF export**`bm schema export --format owl`
- **SPARQL queries** — Schema-aware graph queries
- **Built-in templates**`bm schema use gtd`, `bm schema use zettelkasten`
- **Schema versioning/migration** — Tracking breaking changes across versions
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@@ -1,28 +0,0 @@
## Coverage policy (practical 100%)
Basic Memorys test suite intentionally mixes:
- unit tests (fast, deterministic)
- integration tests (real filesystem + real DB via `test-int/`)
To keep the default CI signal **stable and meaningful**, the default `pytest` coverage report targets **core library logic** and **excludes** a small set of modules that are either:
- highly environment-dependent (OS/DB tuning)
- inherently interactive (CLI)
- background-task orchestration (watchers/sync runners)
### What's excluded (and why)
Coverage excludes are configured in `pyproject.toml` under `[tool.coverage.report].omit`.
Current exclusions include:
- `src/basic_memory/cli/**`: interactive wrappers; behavior is validated via higher-level tests and smoke tests.
- `src/basic_memory/db.py`: platform/backend tuning paths (SQLite/Postgres/Windows), covered by integration tests and targeted runs.
- `src/basic_memory/services/initialization.py`: startup orchestration/background tasks; covered indirectly by app/MCP entrypoints.
- `src/basic_memory/sync/sync_service.py`: heavy filesystem↔DB integration; validated in integration suite (not enforced in unit coverage).
### Recommended additional runs
If you want extra confidence locally/CI:
- **Postgres backend**: run tests with `BASIC_MEMORY_TEST_POSTGRES=1`.
- **Strict backend-complete coverage**: run coverage on SQLite + Postgres and combine the results (recommended).
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@@ -1,412 +0,0 @@
# Basic Memory - Modern Command Runner
# Install dependencies
install:
uv sync
@echo ""
@echo "💡 Remember to activate the virtual environment by running: source .venv/bin/activate"
# ==============================================================================
# DATABASE BACKEND TESTING
# ==============================================================================
# Basic Memory supports dual database backends (SQLite and Postgres).
# By default, tests run against SQLite (fast, no dependencies).
# Set BASIC_MEMORY_TEST_POSTGRES=1 to run against Postgres (uses testcontainers).
#
# Quick Start:
# just test # Run all tests against SQLite (default)
# just test-sqlite # Run all tests against SQLite
# just test-postgres # Run all tests against Postgres (testcontainers)
# just test-unit-sqlite # Run unit tests against SQLite
# just test-unit-postgres # Run unit tests against Postgres
# just test-int-sqlite # Run integration tests against SQLite
# just test-int-postgres # Run integration tests against Postgres
#
# CI runs both in parallel for faster feedback.
# ==============================================================================
# Run all tests against SQLite and Postgres
test: test-sqlite test-postgres
# Run all tests against SQLite
test-sqlite: test-unit-sqlite test-int-sqlite
# Run all tests against Postgres (uses testcontainers)
test-postgres: test-unit-postgres test-int-postgres
# Run unit tests against SQLite
test-unit-sqlite:
BASIC_MEMORY_ENV=test uv run pytest -p pytest_mock -v --no-cov tests
# Run unit tests against Postgres
test-unit-postgres:
BASIC_MEMORY_ENV=test BASIC_MEMORY_TEST_POSTGRES=1 uv run pytest -p pytest_mock -v --no-cov tests
# Run integration tests against SQLite (excludes semantic benchmarks — use just test-semantic)
test-int-sqlite:
BASIC_MEMORY_ENV=test uv run pytest -p pytest_mock -v --no-cov -m "not semantic" test-int
# Run integration tests against Postgres
# Note: Uses timeout due to FastMCP Client + asyncpg cleanup hang (tests pass, process hangs on exit)
# See: https://github.com/jlowin/fastmcp/issues/1311
test-int-postgres:
#!/usr/bin/env bash
set -euo pipefail
# Use gtimeout (macOS/Homebrew) or timeout (Linux)
TIMEOUT_CMD=$(command -v gtimeout || command -v timeout || echo "")
if [[ -n "$TIMEOUT_CMD" ]]; then
$TIMEOUT_CMD --signal=KILL 600 bash -c 'BASIC_MEMORY_ENV=test BASIC_MEMORY_TEST_POSTGRES=1 uv run pytest -p pytest_mock -v --no-cov -m "not semantic" test-int' || test $? -eq 137
else
echo "⚠️ No timeout command found, running without timeout..."
BASIC_MEMORY_ENV=test BASIC_MEMORY_TEST_POSTGRES=1 uv run pytest -p pytest_mock -v --no-cov -m "not semantic" test-int
fi
# Run tests impacted by recent changes (requires pytest-testmon)
testmon *args:
BASIC_MEMORY_ENV=test uv run pytest -p pytest_mock -v --no-cov --testmon --testmon-forceselect {{args}}
# Run MCP smoke test (fast end-to-end loop)
test-smoke:
BASIC_MEMORY_ENV=test uv run pytest -p pytest_mock -v --no-cov -m smoke test-int/mcp/test_smoke_integration.py
# Fast local loop: lint, format, typecheck, impacted tests
fast-check:
just fix
just format
just typecheck
just testmon
just test-smoke
# Reset Postgres test database (drops and recreates schema)
# Useful when Alembic migration state gets out of sync during development
# Uses credentials from docker-compose-postgres.yml
postgres-reset:
docker exec basic-memory-postgres psql -U ${POSTGRES_USER:-basic_memory_user} -d ${POSTGRES_TEST_DB:-basic_memory_test} -c "DROP SCHEMA public CASCADE; CREATE SCHEMA public;"
@echo "✅ Postgres test database reset"
# Run Alembic migrations manually against Postgres test database
# Useful for debugging migration issues
# Uses credentials from docker-compose-postgres.yml (can override with env vars)
postgres-migrate:
@cd src/basic_memory/alembic && \
BASIC_MEMORY_DATABASE_BACKEND=postgres \
BASIC_MEMORY_DATABASE_URL=${POSTGRES_TEST_URL:-postgresql+asyncpg://basic_memory_user:dev_password@localhost:5433/basic_memory_test} \
uv run alembic upgrade head
@echo "✅ Migrations applied to Postgres test database"
# Run Windows-specific tests only (only works on Windows platform)
# These tests verify Windows-specific database optimizations (locking mode, NullPool)
# Will be skipped automatically on non-Windows platforms
test-windows:
BASIC_MEMORY_ENV=test uv run pytest -p pytest_mock -v --no-cov -m windows tests test-int
# Run benchmark tests only (performance testing)
# These are slow tests that measure sync performance with various file counts
# Excluded from default test runs to keep CI fast
test-benchmark:
BASIC_MEMORY_ENV=test uv run pytest -p pytest_mock -v --no-cov -m benchmark tests test-int
# Run semantic search quality benchmarks (all combos)
test-semantic:
BASIC_MEMORY_ENV=test uv run pytest -p pytest_mock -v --no-cov -m semantic test-int/semantic/
# Run semantic benchmarks with JSON artifact output, then show report
test-semantic-report:
BASIC_MEMORY_ENV=test BASIC_MEMORY_BENCHMARK_OUTPUT=.benchmarks/semantic-quality.jsonl uv run pytest -p pytest_mock -v -s --no-cov -m semantic test-int/semantic/
uv run python test-int/semantic/report.py .benchmarks/semantic-quality.jsonl
# Run semantic benchmarks (Postgres combos only)
test-semantic-postgres:
BASIC_MEMORY_ENV=test uv run pytest -p pytest_mock -v --no-cov -m semantic -k postgres test-int/semantic/
# View semantic benchmark results (rich formatted table)
# Usage: just semantic-report [--filter-combo sqlite] [--filter-suite paraphrase] [--sort-by avg_latency_ms]
semantic-report *args:
uv run python test-int/semantic/report.py .benchmarks/semantic-quality.jsonl {{args}}
# Compare two search benchmark JSONL outputs
# Usage:
# just benchmark-compare .benchmarks/search-baseline.jsonl .benchmarks/search-candidate.jsonl
# just benchmark-compare .benchmarks/search-baseline.jsonl .benchmarks/search-candidate.jsonl --format markdown --show-missing
benchmark-compare baseline candidate *args:
uv run python test-int/compare_search_benchmarks.py "{{baseline}}" "{{candidate}}" --format table {{args}}
# Run all tests including Windows, Postgres, and Benchmarks (for CI/comprehensive testing)
# Use this before releasing to ensure everything works across all backends and platforms
test-all:
BASIC_MEMORY_ENV=test uv run pytest -p pytest_mock -v --no-cov tests test-int
# Generate HTML coverage report
coverage:
#!/usr/bin/env bash
set -euo pipefail
uv run coverage erase
echo "🔎 Coverage (SQLite)..."
BASIC_MEMORY_ENV=test uv run coverage run --source=basic_memory -m pytest -p pytest_mock -v --no-cov tests test-int
echo "🔎 Coverage (Postgres via testcontainers)..."
# Note: Uses timeout due to FastMCP Client + asyncpg cleanup hang (tests pass, process hangs on exit)
# See: https://github.com/jlowin/fastmcp/issues/1311
TIMEOUT_CMD=$(command -v gtimeout || command -v timeout || echo "")
if [[ -n "$TIMEOUT_CMD" ]]; then
$TIMEOUT_CMD --signal=KILL 600 bash -c 'BASIC_MEMORY_ENV=test BASIC_MEMORY_TEST_POSTGRES=1 uv run coverage run --source=basic_memory -m pytest -p pytest_mock -v --no-cov -m postgres tests test-int' || test $? -eq 137
else
echo "⚠️ No timeout command found, running without timeout..."
BASIC_MEMORY_ENV=test BASIC_MEMORY_TEST_POSTGRES=1 uv run coverage run --source=basic_memory -m pytest -p pytest_mock -v --no-cov -m postgres tests test-int
fi
echo "🧩 Combining coverage data..."
uv run coverage combine
uv run coverage report -m
uv run coverage html
echo "Coverage report generated in htmlcov/index.html"
# Lint and fix code (calls fix)
lint: fix
# Lint and fix code
fix:
uv run ruff check --fix --unsafe-fixes src tests test-int
# Type check code (pyright)
typecheck:
uv run pyright
# Type check code (ty)
typecheck-ty:
uv run ty check src/
# Clean build artifacts and cache files
clean:
find . -type f -name '*.pyc' -delete
find . -type d -name '__pycache__' -exec rm -r {} +
rm -rf installer/build/ installer/dist/ dist/
rm -f rw.*.dmg .coverage.*
# Format code with ruff
format:
uv run ruff format .
# Run MCP inspector tool
run-inspector:
npx @modelcontextprotocol/inspector
# Run doctor checks in an isolated temp home/config
doctor:
#!/usr/bin/env bash
set -euo pipefail
TMP_HOME=$(mktemp -d)
TMP_CONFIG=$(mktemp -d)
HOME="$TMP_HOME" \
BASIC_MEMORY_ENV=test \
BASIC_MEMORY_HOME="$TMP_HOME/basic-memory" \
BASIC_MEMORY_CONFIG_DIR="$TMP_CONFIG" \
./.venv/bin/python -m basic_memory.cli.main doctor --local
# Run an isolated Logfire smoke workflow for local trace inspection
telemetry-smoke:
#!/usr/bin/env bash
set -euo pipefail
TMP_HOME=$(mktemp -d)
TMP_CONFIG=$(mktemp -d)
TMP_PROJECT=$(mktemp -d)
export HOME="$TMP_HOME"
export BASIC_MEMORY_ENV="${BASIC_MEMORY_ENV:-dev}"
export BASIC_MEMORY_HOME="$TMP_PROJECT/home-root"
export BASIC_MEMORY_CONFIG_DIR="$TMP_CONFIG"
export BASIC_MEMORY_NO_PROMOS=1
export BASIC_MEMORY_LOG_LEVEL="${BASIC_MEMORY_LOG_LEVEL:-INFO}"
export BASIC_MEMORY_SEMANTIC_SEARCH_ENABLED="${BASIC_MEMORY_SEMANTIC_SEARCH_ENABLED:-false}"
export BASIC_MEMORY_LOGFIRE_ENABLED="${BASIC_MEMORY_LOGFIRE_ENABLED:-true}"
export BASIC_MEMORY_LOGFIRE_ENVIRONMENT="${BASIC_MEMORY_LOGFIRE_ENVIRONMENT:-telemetry-smoke}"
if [[ -z "${BASIC_MEMORY_LOGFIRE_SEND_TO_LOGFIRE:-}" ]]; then
if [[ -n "${LOGFIRE_TOKEN:-}" ]]; then
export BASIC_MEMORY_LOGFIRE_SEND_TO_LOGFIRE=true
else
export BASIC_MEMORY_LOGFIRE_SEND_TO_LOGFIRE=false
fi
fi
mkdir -p "$BASIC_MEMORY_HOME"
echo "Telemetry smoke setup:"
echo " logfire_enabled=$BASIC_MEMORY_LOGFIRE_ENABLED"
echo " send_to_logfire=$BASIC_MEMORY_LOGFIRE_SEND_TO_LOGFIRE"
echo " log_level=$BASIC_MEMORY_LOG_LEVEL"
echo " semantic_search_enabled=$BASIC_MEMORY_SEMANTIC_SEARCH_ENABLED"
echo " logfire_environment=$BASIC_MEMORY_LOGFIRE_ENVIRONMENT"
echo " project_path=$TMP_PROJECT"
./.venv/bin/python -m basic_memory.cli.main project add telemetry-smoke "$TMP_PROJECT" --default --local
./.venv/bin/python -m basic_memory.cli.main tool write-note --title "Telemetry Smoke" --folder notes --content "hello from smoke" --project telemetry-smoke --local
./.venv/bin/python -m basic_memory.cli.main tool read-note notes/telemetry-smoke --project telemetry-smoke --local
./.venv/bin/python -m basic_memory.cli.main tool edit-note notes/telemetry-smoke --operation append --content $'\n\nsmoke edit line' --project telemetry-smoke --local
./.venv/bin/python -m basic_memory.cli.main tool build-context notes/telemetry-smoke --project telemetry-smoke --local --page-size 5 --max-related 5
./.venv/bin/python -m basic_memory.cli.main tool search-notes telemetry --project telemetry-smoke --local
./.venv/bin/python -m basic_memory.cli.main doctor --local
echo ""
echo "Telemetry smoke complete."
echo "Search Logfire for:"
echo " service_name: basic-memory-cli"
echo " environment: $BASIC_MEMORY_LOGFIRE_ENVIRONMENT"
echo " span names: mcp.tool.write_note, mcp.tool.read_note, mcp.tool.edit_note, mcp.tool.build_context, mcp.tool.search_notes, sync.project.run"
# Update all dependencies to latest versions
update-deps:
uv sync --upgrade
# Run all code quality checks and tests
check: lint format typecheck test
# Run all code quality checks and all test suites, including semantic benchmarks
check-all: lint format typecheck test test-semantic
# Generate Alembic migration with descriptive message
migration message:
cd src/basic_memory/alembic && alembic revision --autogenerate -m "{{message}}"
# Create a stable release (e.g., just release v0.13.2)
release version:
#!/usr/bin/env bash
set -euo pipefail
# Validate version format
if [[ ! "{{version}}" =~ ^v[0-9]+\.[0-9]+\.[0-9]+$ ]]; 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 [[ $(git branch --show-current) != "main" ]]; then
echo "❌ Not on main branch. Switch to main first."
exit 1
fi
# Check if tag already exists
if git tag -l "{{version}}" | grep -q "{{version}}"; then
echo "❌ Tag {{version}} already exists"
exit 1
fi
# Run quality checks
echo "🔍 Running lint checks..."
just lint
just typecheck
# Update version in __init__.py
echo "📝 Updating version in __init__.py..."
sed -i.bak "s/__version__ = \".*\"/__version__ = \"$VERSION_NUM\"/" src/basic_memory/__init__.py
rm -f src/basic_memory/__init__.py.bak
# Update version in server.json (MCP registry metadata)
echo "📝 Updating version in server.json..."
sed -i.bak "s/\"version\": \"[^\"]*\"/\"version\": \"$VERSION_NUM\"/g" server.json
rm -f server.json.bak
# Commit version update
git add src/basic_memory/__init__.py server.json
git commit -m "chore: update version to $VERSION_NUM for {{version}} release"
# Create and push tag
echo "🏷️ Creating tag {{version}}..."
git tag "{{version}}"
echo "📤 Pushing to GitHub..."
git push origin main
git push origin "{{version}}"
echo "✅ Release {{version}} created successfully!"
echo "📦 GitHub Actions will build and publish to PyPI"
echo "🔗 Monitor at: https://github.com/basicmachines-co/basic-memory/actions"
echo ""
echo "📝 REMINDER: Post-release tasks:"
echo " 1. docs.basicmemory.com - Add release notes to src/pages/latest-releases.mdx"
echo " 2. basicmachines.co - Update version in src/components/sections/hero.tsx"
echo " 3. MCP Registry - Run: mcp-publisher publish"
echo " See: .claude/commands/release/release.md for detailed instructions"
# Create a beta release (e.g., just beta v0.13.2b1)
beta version:
#!/usr/bin/env bash
set -euo pipefail
# Validate version format (allow beta/rc suffixes)
if [[ ! "{{version}}" =~ ^v[0-9]+\.[0-9]+\.[0-9]+(b[0-9]+|rc[0-9]+)$ ]]; 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 [[ $(git branch --show-current) != "main" ]]; then
echo "❌ Not on main branch. Switch to main first."
exit 1
fi
# Check if tag already exists
if git tag -l "{{version}}" | grep -q "{{version}}"; then
echo "❌ Tag {{version}} already exists"
exit 1
fi
# Run quality checks
echo "🔍 Running lint checks..."
just lint
just typecheck
# Update version in __init__.py
echo "📝 Updating version in __init__.py..."
sed -i.bak "s/__version__ = \".*\"/__version__ = \"$VERSION_NUM\"/" src/basic_memory/__init__.py
rm -f src/basic_memory/__init__.py.bak
# Update version in server.json (MCP registry metadata)
echo "📝 Updating version in server.json..."
sed -i.bak "s/\"version\": \"[^\"]*\"/\"version\": \"$VERSION_NUM\"/g" server.json
rm -f server.json.bak
# Commit version update
git add src/basic_memory/__init__.py server.json
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"
echo ""
echo "📝 REMINDER: For stable releases, update documentation sites:"
echo " 1. docs.basicmemory.com - Add release notes to src/pages/latest-releases.mdx"
echo " 2. basicmachines.co - Update version in src/components/sections/hero.tsx"
echo " See: .claude/commands/release/release.md for detailed instructions"
# List all available recipes
default:
@just --list
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@@ -1,144 +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
```
### 4. Updating Basic Memory
Basic Memory supports automatic updates by default for `uv tool` and Homebrew installs.
For manual checks and upgrades:
```bash
# Check now and install if supported
bm update
# Check only, do not install
bm update --check
```
To disable automatic updates, set `"auto_update": false` in `~/.basic-memory/config.json`.
## 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://docs.basicmemory.com/).
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@@ -1,159 +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]>=2.12.0",
"mcp>=1.23.1",
"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>=3.0.1,<4",
"pyjwt>=2.10.1",
"python-dotenv>=1.1.0",
"pytest-aio>=1.9.0",
"aiofiles>=24.1.0", # Optional observability (disabled by default via config)
"asyncpg>=0.30.0",
"nest-asyncio>=1.6.0", # For Alembic migrations with Postgres
"pytest-asyncio>=1.2.0",
"psycopg==3.3.1",
"mdformat>=0.7.22",
"mdformat-gfm>=0.3.7",
"mdformat-frontmatter>=2.0.8",
"sniffio>=1.3.1",
"anyio>=4.10.0",
"httpx>=0.28.0",
"fastembed>=0.7.4",
"sqlite-vec>=0.1.6",
"openai>=1.100.2",
]
[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"
[project.optional-dependencies]
telemetry = ["logfire>=4.19.0"]
[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\"')",
"postgres: Tests that run against Postgres backend (deselect with '-m \"not postgres\"')",
"windows: Windows-specific tests (deselect with '-m \"not windows\"')",
"smoke: Fast end-to-end smoke tests for MCP flows",
"semantic: Tests requiring semantic dependencies (fastembed, sqlite-vec, openai)",
]
[tool.ruff]
line-length = 100
target-version = "py312"
[dependency-groups]
dev = [
"logfire>=4.19.0",
"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",
"testcontainers[postgres]>=4.0.0",
"psycopg>=3.2.0",
"pyright>=1.1.408",
"pytest-testmon>=2.2.0",
"ty>=0.0.18",
"cst-lsp>=0.1.3",
"libcst>=1.8.6",
]
[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
reportUnusedImport = "none"
pythonVersion = "3.12"
[tool.coverage.run]
concurrency = ["thread", "gevent"]
parallel = true
source = ["basic_memory"]
[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/**", # CLI is an interactive wrapper; core logic is covered via API/MCP/service tests
"*/db.py", # Backend/runtime-dependent (sqlite/postgres/windows tuning); validated via integration tests
"*/services/initialization.py", # Startup orchestration + background tasks (watchers); exercised indirectly in entrypoints
"*/sync/sync_service.py", # Heavy filesystem/db integration; covered by integration suite, not enforced in unit coverage
"*/services/migration_service.py", # Complex migration scenarios
]
-25
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@@ -1,25 +0,0 @@
{
"$schema": "https://static.modelcontextprotocol.io/schemas/2025-12-11/server.schema.json",
"name": "io.github.basicmachines-co/basic-memory",
"description": "Local-first knowledge management with bi-directional LLM sync via Markdown files.",
"repository": {
"url": "https://github.com/basicmachines-co/basic-memory.git",
"source": "github"
},
"version": "0.20.3",
"packages": [
{
"registryType": "pypi",
"identifier": "basic-memory",
"version": "0.20.3",
"runtimeHint": "uvx",
"runtimeArguments": [
{"type": "positional", "value": "basic-memory"},
{"type": "positional", "value": "mcp"}
],
"transport": {
"type": "stdio"
}
}
]
}
-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: {}
-7
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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__ = "0.20.3"
# API version for FastAPI - independent of package version
__api_version__ = "v0"
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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
-189
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@@ -1,189 +0,0 @@
"""Alembic environment configuration."""
import asyncio
import os
from logging.config import fileConfig
# Allow nested event loops (needed for pytest-asyncio and other async contexts)
# Note: nest_asyncio doesn't work with uvloop or Python 3.14+, so we handle those cases separately
import sys
if sys.version_info < (3, 14):
try:
import nest_asyncio
nest_asyncio.apply()
except (ImportError, ValueError):
# nest_asyncio not available or can't patch this loop type (e.g., uvloop)
pass
# For Python 3.14+, we rely on the thread-based fallback in run_migrations_online()
from sqlalchemy import engine_from_config, pool
from sqlalchemy.ext.asyncio import AsyncEngine, create_async_engine
from alembic import context
from basic_memory.config import ConfigManager
# Trigger: only set test env when actually running under pytest
# Why: alembic/env.py is imported during normal operations (MCP server startup, migrations)
# but we only want test behavior during actual test runs
# Outcome: prevents is_test_env from returning True in production, enabling watch service
if os.getenv("PYTEST_CURRENT_TEST") is not None:
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
# Load app config - this will read environment variables (BASIC_MEMORY_DATABASE_BACKEND, etc.)
# due to Pydantic's env_prefix="BASIC_MEMORY_" setting
app_config = ConfigManager().config
# Set the SQLAlchemy URL based on database backend configuration
# If the URL is already set in config (e.g., from run_migrations), use that
# Otherwise, get it from app config
# Note: alembic.ini has a placeholder URL "driver://user:pass@localhost/dbname" that we need to override
current_url = config.get_main_option("sqlalchemy.url")
if not current_url or current_url == "driver://user:pass@localhost/dbname":
from basic_memory.db import DatabaseType
sqlalchemy_url = DatabaseType.get_db_url(
app_config.database_path, DatabaseType.FILESYSTEM, app_config
)
config.set_main_option("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 do_run_migrations(connection):
"""Execute migrations with the given connection."""
context.configure(
connection=connection,
target_metadata=target_metadata,
include_object=include_object,
render_as_batch=True,
compare_type=True,
)
with context.begin_transaction():
context.run_migrations()
async def run_async_migrations(connectable):
"""Run migrations asynchronously with AsyncEngine."""
async with connectable.connect() as connection:
await connection.run_sync(do_run_migrations)
await connectable.dispose()
def run_migrations_online() -> None:
"""Run migrations in 'online' mode.
Supports both sync engines (SQLite) and async engines (PostgreSQL with asyncpg).
"""
# Check if a connection/engine was provided (e.g., from run_migrations)
connectable = context.config.attributes.get("connection", None)
if connectable is None:
# No connection provided, create engine from config
url = context.config.get_main_option("sqlalchemy.url")
# Check if it's an async URL (sqlite+aiosqlite or postgresql+asyncpg)
if url and ("+asyncpg" in url or "+aiosqlite" in url):
# Create async engine for asyncpg or aiosqlite
connectable = create_async_engine(
url,
poolclass=pool.NullPool,
future=True,
)
else:
# Create sync engine for regular sqlite or postgresql
connectable = engine_from_config(
context.config.get_section(context.config.config_ini_section, {}),
prefix="sqlalchemy.",
poolclass=pool.NullPool,
)
# Handle async engines (PostgreSQL with asyncpg)
if isinstance(connectable, AsyncEngine):
# Try to run async migrations
# nest_asyncio allows asyncio.run() from within event loops, but doesn't work with uvloop
try:
asyncio.run(run_async_migrations(connectable))
except RuntimeError as e:
if "cannot be called from a running event loop" in str(e):
# We're in a running event loop (likely uvloop) - need to use a different approach
# Create a new thread to run the async migrations
import concurrent.futures
def run_in_thread():
"""Run async migrations in a new event loop in a separate thread."""
new_loop = asyncio.new_event_loop()
asyncio.set_event_loop(new_loop)
try:
new_loop.run_until_complete(run_async_migrations(connectable))
finally:
new_loop.close()
with concurrent.futures.ThreadPoolExecutor() as executor:
future = executor.submit(run_in_thread)
future.result() # Wait for completion and re-raise any exceptions
else:
raise
else:
# Handle sync engines (SQLite) or sync connections
if hasattr(connectable, "connect"):
# It's an engine, get a connection
with connectable.connect() as connection:
do_run_migrations(connection)
else:
# It's already a connection
do_run_migrations(connectable)
if context.is_offline_mode():
run_migrations_offline()
else:
run_migrations_online()
-24
View File
@@ -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
View File
@@ -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"}
@@ -1,131 +0,0 @@
"""Add Postgres full-text search support with tsvector and GIN indexes
Revision ID: 314f1ea54dc4
Revises: e7e1f4367280
Create Date: 2025-11-15 18:05:01.025405
"""
from typing import Sequence, Union
from alembic import op
import sqlalchemy as sa
# revision identifiers, used by Alembic.
revision: str = "314f1ea54dc4"
down_revision: Union[str, None] = "e7e1f4367280"
branch_labels: Union[str, Sequence[str], None] = None
depends_on: Union[str, Sequence[str], None] = None
def upgrade() -> None:
"""Add PostgreSQL full-text search support.
This migration:
1. Creates search_index table for Postgres (SQLite uses FTS5 virtual table)
2. Adds generated tsvector column for full-text search
3. Creates GIN index on the tsvector column for fast text queries
4. Creates GIN index on metadata JSONB column for fast containment queries
Note: These changes only apply to Postgres. SQLite continues to use FTS5 virtual tables.
"""
# Check if we're using Postgres
connection = op.get_bind()
if connection.dialect.name == "postgresql":
# Create search_index table for Postgres
# For SQLite, this is a FTS5 virtual table created elsewhere
from sqlalchemy.dialects.postgresql import JSONB
op.create_table(
"search_index",
sa.Column("id", sa.Integer(), nullable=False), # Entity IDs are integers
sa.Column("project_id", sa.Integer(), nullable=False), # Multi-tenant isolation
sa.Column("title", sa.Text(), nullable=True),
sa.Column("content_stems", sa.Text(), nullable=True),
sa.Column("content_snippet", sa.Text(), nullable=True),
sa.Column("permalink", sa.String(), nullable=True), # Nullable for non-markdown files
sa.Column("file_path", sa.String(), nullable=True),
sa.Column("type", sa.String(), nullable=True),
sa.Column("from_id", sa.Integer(), nullable=True), # Relation IDs are integers
sa.Column("to_id", sa.Integer(), nullable=True), # Relation IDs are integers
sa.Column("relation_type", sa.String(), nullable=True),
sa.Column("entity_id", sa.Integer(), nullable=True), # Entity IDs are integers
sa.Column("category", sa.String(), nullable=True),
sa.Column("metadata", JSONB(), nullable=True), # Use JSONB for Postgres
sa.Column("created_at", sa.DateTime(timezone=True), nullable=True),
sa.Column("updated_at", sa.DateTime(timezone=True), nullable=True),
sa.PrimaryKeyConstraint(
"id", "type", "project_id"
), # Composite key: id can repeat across types
sa.ForeignKeyConstraint(
["project_id"],
["project.id"],
name="fk_search_index_project_id",
ondelete="CASCADE",
),
if_not_exists=True,
)
# Create index on project_id for efficient multi-tenant queries
op.create_index(
"ix_search_index_project_id",
"search_index",
["project_id"],
unique=False,
)
# Create unique partial index on permalink for markdown files
# Non-markdown files don't have permalinks, so we use a partial index
op.execute("""
CREATE UNIQUE INDEX uix_search_index_permalink_project
ON search_index (permalink, project_id)
WHERE permalink IS NOT NULL
""")
# Add tsvector column as a GENERATED ALWAYS column
# This automatically updates when title or content_stems change
op.execute("""
ALTER TABLE search_index
ADD COLUMN textsearchable_index_col tsvector
GENERATED ALWAYS AS (
to_tsvector('english',
coalesce(title, '') || ' ' ||
coalesce(content_stems, '')
)
) STORED
""")
# Create GIN index on tsvector column for fast full-text search
op.create_index(
"idx_search_index_fts",
"search_index",
["textsearchable_index_col"],
unique=False,
postgresql_using="gin",
)
# Create GIN index on metadata JSONB for fast containment queries
# Using jsonb_path_ops for smaller index size and better performance
op.execute("""
CREATE INDEX idx_search_index_metadata_gin
ON search_index
USING GIN (metadata jsonb_path_ops)
""")
def downgrade() -> None:
"""Remove PostgreSQL full-text search support."""
connection = op.get_bind()
if connection.dialect.name == "postgresql":
# Drop indexes first
op.execute("DROP INDEX IF EXISTS idx_search_index_metadata_gin")
op.drop_index("idx_search_index_fts", table_name="search_index")
op.execute("DROP INDEX IF EXISTS uix_search_index_permalink_project")
op.drop_index("ix_search_index_project_id", table_name="search_index")
# Drop the generated column
op.execute("ALTER TABLE search_index DROP COLUMN IF EXISTS textsearchable_index_col")
# Drop the search_index table
op.drop_table("search_index")
@@ -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 ###
@@ -1,120 +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! ###
# SQLite FTS5 virtual table handling is SQLite-specific
# For Postgres, search_index is a regular table managed by ORM
connection = op.get_bind()
is_sqlite = connection.dialect.name == "sqlite"
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")
if is_sqlite
else None,
)
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")
if is_sqlite
else None,
)
batch_op.create_foreign_key("fk_entity_project_id", "project", ["project_id"], ["id"])
# drop the search index table. it will be recreated
# Only drop for SQLite - Postgres uses regular table managed by ORM
if is_sqlite:
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 ###
@@ -1,112 +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.
SQLite: Recreate the table without the constraint (no ALTER TABLE support)
Postgres: Use ALTER TABLE to drop the constraint directly
"""
connection = op.get_bind()
is_sqlite = connection.dialect.name == "sqlite"
if is_sqlite:
# 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)
else:
# For Postgres, we can simply drop the constraint
with op.batch_alter_table("project", schema=None) as batch_op:
batch_op.drop_constraint("project_is_default_key", type_="unique")
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)
@@ -1,24 +0,0 @@
"""Merge multiple heads
Revision ID: 6830751f5fb6
Revises: a2b3c4d5e6f7, g9a0b3c4d5e6
Create Date: 2025-12-29 12:46:46.476268
"""
from typing import Sequence, Union
# revision identifiers, used by Alembic.
revision: str = "6830751f5fb6"
down_revision: Union[str, Sequence[str], None] = ("a2b3c4d5e6f7", "g9a0b3c4d5e6")
branch_labels: Union[str, Sequence[str], None] = None
depends_on: Union[str, Sequence[str], None] = None
def upgrade() -> None:
pass
def downgrade() -> None:
pass
@@ -1,49 +0,0 @@
"""Add mtime and size columns to Entity for sync optimization
Revision ID: 9d9c1cb7d8f5
Revises: a1b2c3d4e5f6
Create Date: 2025-10-20 05:07:55.173849
"""
from typing import Sequence, Union
from alembic import op
import sqlalchemy as sa
# revision identifiers, used by Alembic.
revision: str = "9d9c1cb7d8f5"
down_revision: Union[str, None] = "a1b2c3d4e5f6"
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.add_column(sa.Column("mtime", sa.Float(), nullable=True))
batch_op.add_column(sa.Column("size", sa.Integer(), nullable=True))
batch_op.drop_constraint(batch_op.f("fk_entity_project_id"), type_="foreignkey")
batch_op.create_foreign_key(
batch_op.f("fk_entity_project_id"), "project", ["project_id"], ["id"]
)
# ### 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(batch_op.f("fk_entity_project_id"), type_="foreignkey")
batch_op.create_foreign_key(
batch_op.f("fk_entity_project_id"),
"project",
["project_id"],
["id"],
ondelete="CASCADE",
)
batch_op.drop_column("size")
batch_op.drop_column("mtime")
# ### end Alembic commands ###
@@ -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")
@@ -1,56 +0,0 @@
"""Add cascade delete FK from search_index to entity
Revision ID: a2b3c4d5e6f7
Revises: f8a9b2c3d4e5
Create Date: 2025-12-02 07:00:00.000000
"""
from typing import Sequence, Union
from alembic import op
# revision identifiers, used by Alembic.
revision: str = "a2b3c4d5e6f7"
down_revision: Union[str, None] = "f8a9b2c3d4e5"
branch_labels: Union[str, Sequence[str], None] = None
depends_on: Union[str, Sequence[str], None] = None
def upgrade() -> None:
"""Add FK with CASCADE delete from search_index.entity_id to entity.id.
This migration is Postgres-only because:
- SQLite uses FTS5 virtual tables which don't support foreign keys
- The FK enables automatic cleanup of search_index entries when entities are deleted
"""
connection = op.get_bind()
dialect = connection.dialect.name
if dialect == "postgresql":
# First, clean up any orphaned search_index entries where entity no longer exists
op.execute("""
DELETE FROM search_index
WHERE entity_id IS NOT NULL
AND entity_id NOT IN (SELECT id FROM entity)
""")
# Add FK with CASCADE - nullable FK allows search_index entries without entity_id
op.create_foreign_key(
"fk_search_index_entity_id",
"search_index",
"entity",
["entity_id"],
["id"],
ondelete="CASCADE",
)
def downgrade() -> None:
"""Remove the FK constraint."""
connection = op.get_bind()
dialect = connection.dialect.name
if dialect == "postgresql":
op.drop_constraint("fk_search_index_entity_id", "search_index", 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"])
@@ -1,113 +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."""
# This migration is SQLite-specific (FTS5 virtual tables)
# For Postgres, the search_index table is created via ORM models
connection = op.get_bind()
if connection.dialect.name != "sqlite":
return
# 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."""
# This migration is SQLite-specific (FTS5 virtual tables)
# For Postgres, the search_index table is managed via ORM models
connection = op.get_bind()
if connection.dialect.name != "sqlite":
return
# 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")
@@ -1,154 +0,0 @@
"""Add structured metadata indexes for entity frontmatter
Revision ID: d7e8f9a0b1c2
Revises: g9a0b3c4d5e6
Create Date: 2026-01-31 12:00:00.000000
"""
from typing import Sequence, Union
import sqlalchemy as sa
from alembic import op
from sqlalchemy import text
def column_exists(connection, table: str, column: str) -> bool:
"""Check if a column exists in a table (idempotent migration support)."""
if connection.dialect.name == "postgresql":
result = connection.execute(
text(
"SELECT 1 FROM information_schema.columns "
"WHERE table_name = :table AND column_name = :column"
),
{"table": table, "column": column},
)
return result.fetchone() is not None
# SQLite
result = connection.execute(text(f"PRAGMA table_info({table})"))
columns = [row[1] for row in result]
return column in columns
def index_exists(connection, index_name: str) -> bool:
"""Check if an index exists (idempotent migration support)."""
if connection.dialect.name == "postgresql":
result = connection.execute(
text("SELECT 1 FROM pg_indexes WHERE indexname = :index_name"),
{"index_name": index_name},
)
return result.fetchone() is not None
# SQLite
result = connection.execute(
text("SELECT 1 FROM sqlite_master WHERE type='index' AND name = :index_name"),
{"index_name": index_name},
)
return result.fetchone() is not None
# revision identifiers, used by Alembic.
revision: str = "d7e8f9a0b1c2"
down_revision: Union[str, None] = "6830751f5fb6"
branch_labels: Union[str, Sequence[str], None] = None
depends_on: Union[str, Sequence[str], None] = None
def upgrade() -> None:
"""Add JSONB/GiN indexes for Postgres and generated columns for SQLite."""
connection = op.get_bind()
dialect = connection.dialect.name
if dialect == "postgresql":
# Ensure JSONB for efficient indexing
result = connection.execute(
text(
"SELECT data_type FROM information_schema.columns "
"WHERE table_name = 'entity' AND column_name = 'entity_metadata'"
)
).fetchone()
if result and result[0] != "jsonb":
op.execute(
"ALTER TABLE entity ALTER COLUMN entity_metadata "
"TYPE jsonb USING entity_metadata::jsonb"
)
# General JSONB GIN index
op.execute(
"CREATE INDEX IF NOT EXISTS idx_entity_metadata_gin "
"ON entity USING GIN (entity_metadata jsonb_path_ops)"
)
# Common field indexes
op.execute(
"CREATE INDEX IF NOT EXISTS idx_entity_tags_json "
"ON entity USING GIN ((entity_metadata -> 'tags'))"
)
op.execute(
"CREATE INDEX IF NOT EXISTS idx_entity_frontmatter_type "
"ON entity ((entity_metadata ->> 'type'))"
)
op.execute(
"CREATE INDEX IF NOT EXISTS idx_entity_frontmatter_status "
"ON entity ((entity_metadata ->> 'status'))"
)
return
# SQLite: add generated columns for common frontmatter fields
# Constraint: SQLite ALTER TABLE ADD COLUMN only supports VIRTUAL generated columns,
# not STORED. json_extract is deterministic so VIRTUAL columns can still be indexed.
if not column_exists(connection, "entity", "tags_json"):
op.add_column(
"entity",
sa.Column(
"tags_json",
sa.Text(),
sa.Computed("json_extract(entity_metadata, '$.tags')", persisted=False),
),
)
if not column_exists(connection, "entity", "frontmatter_status"):
op.add_column(
"entity",
sa.Column(
"frontmatter_status",
sa.Text(),
sa.Computed("json_extract(entity_metadata, '$.status')", persisted=False),
),
)
if not column_exists(connection, "entity", "frontmatter_type"):
op.add_column(
"entity",
sa.Column(
"frontmatter_type",
sa.Text(),
sa.Computed("json_extract(entity_metadata, '$.type')", persisted=False),
),
)
# Index generated columns
if not index_exists(connection, "idx_entity_tags_json"):
op.create_index("idx_entity_tags_json", "entity", ["tags_json"])
if not index_exists(connection, "idx_entity_frontmatter_status"):
op.create_index("idx_entity_frontmatter_status", "entity", ["frontmatter_status"])
if not index_exists(connection, "idx_entity_frontmatter_type"):
op.create_index("idx_entity_frontmatter_type", "entity", ["frontmatter_type"])
def downgrade() -> None:
"""Best-effort downgrade (drop indexes, revert JSONB on Postgres)."""
connection = op.get_bind()
dialect = connection.dialect.name
if dialect == "postgresql":
op.execute("DROP INDEX IF EXISTS idx_entity_frontmatter_status")
op.execute("DROP INDEX IF EXISTS idx_entity_frontmatter_type")
op.execute("DROP INDEX IF EXISTS idx_entity_tags_json")
op.execute("DROP INDEX IF EXISTS idx_entity_metadata_gin")
op.execute(
"ALTER TABLE entity ALTER COLUMN entity_metadata TYPE json USING entity_metadata::json"
)
return
# SQLite: drop indexes (dropping generated columns requires table rebuild)
op.execute("DROP INDEX IF EXISTS idx_entity_frontmatter_status")
op.execute("DROP INDEX IF EXISTS idx_entity_frontmatter_type")
op.execute("DROP INDEX IF EXISTS idx_entity_tags_json")
@@ -1,37 +0,0 @@
"""Add scan watermark tracking to Project
Revision ID: e7e1f4367280
Revises: 9d9c1cb7d8f5
Create Date: 2025-10-20 16:42:46.625075
"""
from typing import Sequence, Union
from alembic import op
import sqlalchemy as sa
# revision identifiers, used by Alembic.
revision: str = "e7e1f4367280"
down_revision: Union[str, None] = "9d9c1cb7d8f5"
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("project", schema=None) as batch_op:
batch_op.add_column(sa.Column("last_scan_timestamp", sa.Float(), nullable=True))
batch_op.add_column(sa.Column("last_file_count", sa.Integer(), nullable=True))
# ### end Alembic commands ###
def downgrade() -> None:
# ### commands auto generated by Alembic - please adjust! ###
with op.batch_alter_table("project", schema=None) as batch_op:
batch_op.drop_column("last_file_count")
batch_op.drop_column("last_scan_timestamp")
# ### end Alembic commands ###
@@ -1,239 +0,0 @@
"""Add project_id to relation/observation and pg_trgm for fuzzy link resolution
Revision ID: f8a9b2c3d4e5
Revises: 314f1ea54dc4
Create Date: 2025-12-01 12:00:00.000000
"""
from typing import Sequence, Union
import sqlalchemy as sa
from alembic import op
from sqlalchemy import text
def column_exists(connection, table: str, column: str) -> bool:
"""Check if a column exists in a table (idempotent migration support)."""
if connection.dialect.name == "postgresql":
result = connection.execute(
text(
"SELECT 1 FROM information_schema.columns "
"WHERE table_name = :table AND column_name = :column"
),
{"table": table, "column": column},
)
return result.fetchone() is not None
else:
# SQLite
result = connection.execute(text(f"PRAGMA table_info({table})"))
columns = [row[1] for row in result]
return column in columns
def index_exists(connection, index_name: str) -> bool:
"""Check if an index exists (idempotent migration support)."""
if connection.dialect.name == "postgresql":
result = connection.execute(
text("SELECT 1 FROM pg_indexes WHERE indexname = :index_name"),
{"index_name": index_name},
)
return result.fetchone() is not None
else:
# SQLite
result = connection.execute(
text("SELECT 1 FROM sqlite_master WHERE type='index' AND name = :index_name"),
{"index_name": index_name},
)
return result.fetchone() is not None
# revision identifiers, used by Alembic.
revision: str = "f8a9b2c3d4e5"
down_revision: Union[str, None] = "314f1ea54dc4"
branch_labels: Union[str, Sequence[str], None] = None
depends_on: Union[str, Sequence[str], None] = None
def upgrade() -> None:
"""Add project_id to relation and observation tables, plus pg_trgm indexes.
This migration:
1. Adds project_id column to relation and observation tables (denormalization)
2. Backfills project_id from the associated entity
3. Enables pg_trgm extension for trigram-based fuzzy matching (Postgres only)
4. Creates GIN indexes on entity title and permalink for fast similarity searches
5. Creates partial index on unresolved relations for efficient bulk resolution
"""
connection = op.get_bind()
dialect = connection.dialect.name
# -------------------------------------------------------------------------
# Add project_id to relation table
# -------------------------------------------------------------------------
# Step 1: Add project_id column as nullable first (idempotent)
if not column_exists(connection, "relation", "project_id"):
op.add_column("relation", sa.Column("project_id", sa.Integer(), nullable=True))
# Step 2: Backfill project_id from entity.project_id via from_id
if dialect == "postgresql":
op.execute("""
UPDATE relation
SET project_id = entity.project_id
FROM entity
WHERE relation.from_id = entity.id
""")
else:
# SQLite syntax
op.execute("""
UPDATE relation
SET project_id = (
SELECT entity.project_id
FROM entity
WHERE entity.id = relation.from_id
)
""")
# Step 3: Make project_id NOT NULL and add foreign key
if dialect == "postgresql":
op.alter_column("relation", "project_id", nullable=False)
op.create_foreign_key(
"fk_relation_project_id",
"relation",
"project",
["project_id"],
["id"],
)
else:
# SQLite requires batch operations for ALTER COLUMN
with op.batch_alter_table("relation") as batch_op:
batch_op.alter_column("project_id", nullable=False)
batch_op.create_foreign_key(
"fk_relation_project_id",
"project",
["project_id"],
["id"],
)
# Step 4: Create index on relation.project_id (idempotent)
if not index_exists(connection, "ix_relation_project_id"):
op.create_index("ix_relation_project_id", "relation", ["project_id"])
# -------------------------------------------------------------------------
# Add project_id to observation table
# -------------------------------------------------------------------------
# Step 1: Add project_id column as nullable first (idempotent)
if not column_exists(connection, "observation", "project_id"):
op.add_column("observation", sa.Column("project_id", sa.Integer(), nullable=True))
# Step 2: Backfill project_id from entity.project_id via entity_id
if dialect == "postgresql":
op.execute("""
UPDATE observation
SET project_id = entity.project_id
FROM entity
WHERE observation.entity_id = entity.id
""")
else:
# SQLite syntax
op.execute("""
UPDATE observation
SET project_id = (
SELECT entity.project_id
FROM entity
WHERE entity.id = observation.entity_id
)
""")
# Step 3: Make project_id NOT NULL and add foreign key
if dialect == "postgresql":
op.alter_column("observation", "project_id", nullable=False)
op.create_foreign_key(
"fk_observation_project_id",
"observation",
"project",
["project_id"],
["id"],
)
else:
# SQLite requires batch operations for ALTER COLUMN
with op.batch_alter_table("observation") as batch_op:
batch_op.alter_column("project_id", nullable=False)
batch_op.create_foreign_key(
"fk_observation_project_id",
"project",
["project_id"],
["id"],
)
# Step 4: Create index on observation.project_id (idempotent)
if not index_exists(connection, "ix_observation_project_id"):
op.create_index("ix_observation_project_id", "observation", ["project_id"])
# Postgres-specific: pg_trgm and GIN indexes
if dialect == "postgresql":
# Enable pg_trgm extension for fuzzy string matching
op.execute("CREATE EXTENSION IF NOT EXISTS pg_trgm")
# Create trigram indexes on entity table for fuzzy matching
# GIN indexes with gin_trgm_ops support similarity searches
op.execute("""
CREATE INDEX IF NOT EXISTS idx_entity_title_trgm
ON entity USING gin (title gin_trgm_ops)
""")
op.execute("""
CREATE INDEX IF NOT EXISTS idx_entity_permalink_trgm
ON entity USING gin (permalink gin_trgm_ops)
""")
# Create partial index on unresolved relations for efficient bulk resolution
# This makes "WHERE to_id IS NULL AND project_id = X" queries very fast
op.execute("""
CREATE INDEX IF NOT EXISTS idx_relation_unresolved
ON relation (project_id, to_name)
WHERE to_id IS NULL
""")
# Create index on relation.to_name for join performance in bulk resolution
op.execute("""
CREATE INDEX IF NOT EXISTS idx_relation_to_name
ON relation (to_name)
""")
def downgrade() -> None:
"""Remove project_id from relation/observation and pg_trgm indexes."""
connection = op.get_bind()
dialect = connection.dialect.name
if dialect == "postgresql":
# Drop Postgres-specific indexes
op.execute("DROP INDEX IF EXISTS idx_relation_to_name")
op.execute("DROP INDEX IF EXISTS idx_relation_unresolved")
op.execute("DROP INDEX IF EXISTS idx_entity_permalink_trgm")
op.execute("DROP INDEX IF EXISTS idx_entity_title_trgm")
# Note: We don't drop the pg_trgm extension as other code may depend on it
# Drop project_id from observation
op.drop_index("ix_observation_project_id", table_name="observation")
op.drop_constraint("fk_observation_project_id", "observation", type_="foreignkey")
op.drop_column("observation", "project_id")
# Drop project_id from relation
op.drop_index("ix_relation_project_id", table_name="relation")
op.drop_constraint("fk_relation_project_id", "relation", type_="foreignkey")
op.drop_column("relation", "project_id")
else:
# SQLite requires batch operations
op.drop_index("ix_observation_project_id", table_name="observation")
with op.batch_alter_table("observation") as batch_op:
batch_op.drop_constraint("fk_observation_project_id", type_="foreignkey")
batch_op.drop_column("project_id")
op.drop_index("ix_relation_project_id", table_name="relation")
with op.batch_alter_table("relation") as batch_op:
batch_op.drop_constraint("fk_relation_project_id", type_="foreignkey")
batch_op.drop_column("project_id")
@@ -1,173 +0,0 @@
"""Add external_id UUID column to project and entity tables
Revision ID: g9a0b3c4d5e6
Revises: f8a9b2c3d4e5
Create Date: 2025-12-29 10:00:00.000000
"""
import uuid
from typing import Sequence, Union
import sqlalchemy as sa
from alembic import op
from sqlalchemy import text
def column_exists(connection, table: str, column: str) -> bool:
"""Check if a column exists in a table (idempotent migration support)."""
if connection.dialect.name == "postgresql":
result = connection.execute(
text(
"SELECT 1 FROM information_schema.columns "
"WHERE table_name = :table AND column_name = :column"
),
{"table": table, "column": column},
)
return result.fetchone() is not None
else:
# SQLite
result = connection.execute(text(f"PRAGMA table_info({table})"))
columns = [row[1] for row in result]
return column in columns
def index_exists(connection, index_name: str) -> bool:
"""Check if an index exists (idempotent migration support)."""
if connection.dialect.name == "postgresql":
result = connection.execute(
text("SELECT 1 FROM pg_indexes WHERE indexname = :index_name"),
{"index_name": index_name},
)
return result.fetchone() is not None
else:
# SQLite
result = connection.execute(
text("SELECT 1 FROM sqlite_master WHERE type='index' AND name = :index_name"),
{"index_name": index_name},
)
return result.fetchone() is not None
# revision identifiers, used by Alembic.
revision: str = "g9a0b3c4d5e6"
down_revision: Union[str, None] = "f8a9b2c3d4e5"
branch_labels: Union[str, Sequence[str], None] = None
depends_on: Union[str, Sequence[str], None] = None
def upgrade() -> None:
"""Add external_id UUID column to project and entity tables.
This migration:
1. Adds external_id column to project table
2. Adds external_id column to entity table
3. Generates UUIDs for existing rows
4. Creates unique indexes on both columns
"""
connection = op.get_bind()
dialect = connection.dialect.name
# -------------------------------------------------------------------------
# Add external_id to project table
# -------------------------------------------------------------------------
if not column_exists(connection, "project", "external_id"):
# Step 1: Add external_id column as nullable first
op.add_column("project", sa.Column("external_id", sa.String(), nullable=True))
# Step 2: Generate UUIDs for existing rows
if dialect == "postgresql":
# Postgres has gen_random_uuid() function
op.execute("""
UPDATE project
SET external_id = gen_random_uuid()::text
WHERE external_id IS NULL
""")
else:
# SQLite: need to generate UUIDs in Python
result = connection.execute(text("SELECT id FROM project WHERE external_id IS NULL"))
for row in result:
new_uuid = str(uuid.uuid4())
connection.execute(
text("UPDATE project SET external_id = :uuid WHERE id = :id"),
{"uuid": new_uuid, "id": row[0]},
)
# Step 3: Make external_id NOT NULL
if dialect == "postgresql":
op.alter_column("project", "external_id", nullable=False)
else:
# SQLite requires batch operations for ALTER COLUMN
with op.batch_alter_table("project") as batch_op:
batch_op.alter_column("external_id", nullable=False)
# Step 4: Create unique index on project.external_id (idempotent)
if not index_exists(connection, "ix_project_external_id"):
op.create_index("ix_project_external_id", "project", ["external_id"], unique=True)
# -------------------------------------------------------------------------
# Add external_id to entity table
# -------------------------------------------------------------------------
if not column_exists(connection, "entity", "external_id"):
# Step 1: Add external_id column as nullable first
op.add_column("entity", sa.Column("external_id", sa.String(), nullable=True))
# Step 2: Generate UUIDs for existing rows
if dialect == "postgresql":
# Postgres has gen_random_uuid() function
op.execute("""
UPDATE entity
SET external_id = gen_random_uuid()::text
WHERE external_id IS NULL
""")
else:
# SQLite: need to generate UUIDs in Python
result = connection.execute(text("SELECT id FROM entity WHERE external_id IS NULL"))
for row in result:
new_uuid = str(uuid.uuid4())
connection.execute(
text("UPDATE entity SET external_id = :uuid WHERE id = :id"),
{"uuid": new_uuid, "id": row[0]},
)
# Step 3: Make external_id NOT NULL
if dialect == "postgresql":
op.alter_column("entity", "external_id", nullable=False)
else:
# SQLite requires batch operations for ALTER COLUMN
with op.batch_alter_table("entity") as batch_op:
batch_op.alter_column("external_id", nullable=False)
# Step 4: Create unique index on entity.external_id (idempotent)
if not index_exists(connection, "ix_entity_external_id"):
op.create_index("ix_entity_external_id", "entity", ["external_id"], unique=True)
def downgrade() -> None:
"""Remove external_id columns from project and entity tables."""
connection = op.get_bind()
dialect = connection.dialect.name
# Drop from entity table
if index_exists(connection, "ix_entity_external_id"):
op.drop_index("ix_entity_external_id", table_name="entity")
if column_exists(connection, "entity", "external_id"):
if dialect == "postgresql":
op.drop_column("entity", "external_id")
else:
with op.batch_alter_table("entity") as batch_op:
batch_op.drop_column("external_id")
# Drop from project table
if index_exists(connection, "ix_project_external_id"):
op.drop_index("ix_project_external_id", table_name="project")
if column_exists(connection, "project", "external_id"):
if dialect == "postgresql":
op.drop_column("project", "external_id")
else:
with op.batch_alter_table("project") as batch_op:
batch_op.drop_column("external_id")
@@ -1,68 +0,0 @@
"""Add Postgres semantic vector search tables (pgvector-aware, optional)
Revision ID: h1b2c3d4e5f6
Revises: d7e8f9a0b1c2
Create Date: 2026-02-07 00:00:00.000000
"""
from typing import Sequence, Union
from alembic import op
# revision identifiers, used by Alembic.
revision: str = "h1b2c3d4e5f6"
down_revision: Union[str, None] = "d7e8f9a0b1c2"
branch_labels: Union[str, Sequence[str], None] = None
depends_on: Union[str, Sequence[str], None] = None
def upgrade() -> None:
"""Create Postgres vector chunk metadata table.
Trigger: database backend is PostgreSQL.
Why: search_vector_chunks stores text metadata with no vector-dimension
dependency, so it's safe in a migration. search_vector_embeddings (which
requires pgvector and a provider-specific dimension) is created at runtime
by PostgresSearchRepository._ensure_vector_tables(), mirroring the SQLite
pattern where vector tables are created dynamically.
Outcome: creates the dimension-independent chunks table. The embeddings
table + HNSW index are deferred to runtime.
"""
connection = op.get_bind()
if connection.dialect.name != "postgresql":
return
op.execute(
"""
CREATE TABLE IF NOT EXISTS search_vector_chunks (
id BIGSERIAL PRIMARY KEY,
entity_id INTEGER NOT NULL,
project_id INTEGER NOT NULL,
chunk_key TEXT NOT NULL,
chunk_text TEXT NOT NULL,
source_hash TEXT NOT NULL,
updated_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
UNIQUE (project_id, entity_id, chunk_key)
)
"""
)
op.execute(
"""
CREATE INDEX IF NOT EXISTS idx_search_vector_chunks_project_entity
ON search_vector_chunks (project_id, entity_id)
"""
)
def downgrade() -> None:
"""Remove Postgres vector chunk/embedding tables.
Does not drop pgvector extension because other schema objects may depend on it.
"""
connection = op.get_bind()
if connection.dialect.name != "postgresql":
return
op.execute("DROP TABLE IF EXISTS search_vector_embeddings")
op.execute("DROP TABLE IF EXISTS search_vector_chunks")
@@ -1,29 +0,0 @@
"""Trigger automatic semantic embedding backfill during migration.
Revision ID: i2c3d4e5f6g7
Revises: h1b2c3d4e5f6
Create Date: 2026-02-19 00:00:00.000000
"""
from typing import Sequence, Union
# revision identifiers, used by Alembic.
revision: str = "i2c3d4e5f6g7"
down_revision: Union[str, None] = "h1b2c3d4e5f6"
branch_labels: Union[str, Sequence[str], None] = None
depends_on: Union[str, Sequence[str], None] = None
def upgrade() -> None:
"""No schema change.
Trigger: this revision is newly applied.
Why: db.run_migrations() detects this revision transition and runs the existing
sync_entity_vectors() pipeline to backfill semantic embeddings automatically.
Outcome: users no longer need to run `bm reindex --embeddings` after upgrading.
"""
def downgrade() -> None:
"""No-op downgrade."""
@@ -1,164 +0,0 @@
"""Rename entity_type column to note_type
Revision ID: j3d4e5f6g7h8
Revises: i2c3d4e5f6g7
Create Date: 2026-02-22 12:00:00.000000
"""
from typing import Sequence, Union
from alembic import op
from sqlalchemy import text
# revision identifiers, used by Alembic.
revision: str = "j3d4e5f6g7h8"
down_revision: Union[str, None] = "i2c3d4e5f6g7"
branch_labels: Union[str, Sequence[str], None] = None
depends_on: Union[str, Sequence[str], None] = None
def table_exists(connection, table_name: str) -> bool:
"""Check if a table exists (idempotent migration support)."""
if connection.dialect.name == "postgresql":
result = connection.execute(
text("SELECT 1 FROM information_schema.tables WHERE table_name = :table_name"),
{"table_name": table_name},
)
return result.fetchone() is not None
# SQLite
result = connection.execute(
text("SELECT 1 FROM sqlite_master WHERE type='table' AND name = :table_name"),
{"table_name": table_name},
)
return result.fetchone() is not None
def index_exists(connection, index_name: str) -> bool:
"""Check if an index exists (idempotent migration support)."""
if connection.dialect.name == "postgresql":
result = connection.execute(
text("SELECT 1 FROM pg_indexes WHERE indexname = :index_name"),
{"index_name": index_name},
)
return result.fetchone() is not None
# SQLite
result = connection.execute(
text("SELECT 1 FROM sqlite_master WHERE type='index' AND name = :index_name"),
{"index_name": index_name},
)
return result.fetchone() is not None
def column_exists(connection, table: str, column: str) -> bool:
"""Check if a column exists in a table (idempotent migration support)."""
if connection.dialect.name == "postgresql":
result = connection.execute(
text(
"SELECT 1 FROM information_schema.columns "
"WHERE table_name = :table AND column_name = :column"
),
{"table": table, "column": column},
)
return result.fetchone() is not None
# SQLite
result = connection.execute(text(f"PRAGMA table_info({table})"))
columns = [row[1] for row in result]
return column in columns
def upgrade() -> None:
"""Rename entity_type → note_type on the entity table."""
connection = op.get_bind()
dialect = connection.dialect.name
# Skip if already migrated (idempotent)
if column_exists(connection, "entity", "note_type"):
return
if dialect == "postgresql":
# Postgres supports direct column rename
op.execute("ALTER TABLE entity RENAME COLUMN entity_type TO note_type")
# Recreate the index with new name
op.execute("DROP INDEX IF EXISTS ix_entity_type")
op.execute("CREATE INDEX ix_note_type ON entity (note_type)")
else:
# SQLite 3.25.0+ supports ALTER TABLE RENAME COLUMN directly.
# Avoids batch_alter_table which fails on tables with generated columns
# (duplicate column name error when recreating the table).
op.execute("ALTER TABLE entity RENAME COLUMN entity_type TO note_type")
# Recreate the index with new name
if index_exists(connection, "ix_entity_type"):
op.drop_index("ix_entity_type", table_name="entity")
op.create_index("ix_note_type", "entity", ["note_type"])
# Update search index metadata: rename entity_type → note_type in JSON
# This updates the stored metadata so search results use the new field name
# Guard: search_index may not exist on a fresh DB (created by an earlier migration)
if not table_exists(connection, "search_index"):
return
if dialect == "postgresql":
op.execute(
text("""
UPDATE search_index
SET metadata = metadata - 'entity_type' || jsonb_build_object('note_type', metadata->'entity_type')
WHERE metadata ? 'entity_type'
""")
)
else:
op.execute(
text("""
UPDATE search_index
SET metadata = json_set(
json_remove(metadata, '$.entity_type'),
'$.note_type',
json_extract(metadata, '$.entity_type')
)
WHERE json_extract(metadata, '$.entity_type') IS NOT NULL
""")
)
def downgrade() -> None:
"""Rename note_type → entity_type on the entity table."""
connection = op.get_bind()
dialect = connection.dialect.name
if dialect == "postgresql":
op.execute("ALTER TABLE entity RENAME COLUMN note_type TO entity_type")
op.execute("DROP INDEX IF EXISTS ix_note_type")
op.execute("CREATE INDEX ix_entity_type ON entity (entity_type)")
else:
op.execute("ALTER TABLE entity RENAME COLUMN note_type TO entity_type")
if index_exists(connection, "ix_note_type"):
op.drop_index("ix_note_type", table_name="entity")
op.create_index("ix_entity_type", "entity", ["entity_type"])
# Revert search index metadata
if not table_exists(connection, "search_index"):
return
if dialect == "postgresql":
op.execute(
text("""
UPDATE search_index
SET metadata = metadata - 'note_type' || jsonb_build_object('entity_type', metadata->'note_type')
WHERE metadata ? 'note_type'
""")
)
else:
op.execute(
text("""
UPDATE search_index
SET metadata = json_set(
json_remove(metadata, '$.note_type'),
'$.entity_type',
json_extract(metadata, '$.note_type')
)
WHERE json_extract(metadata, '$.note_type') IS NOT NULL
""")
)
@@ -1,74 +0,0 @@
"""Add created_by and last_updated_by columns to entity table.
Revision ID: k4e5f6g7h8i9
Revises: j3d4e5f6g7h8
Create Date: 2026-02-23 00:00:00.000000
These columns track which cloud user created and last modified each entity.
Both are nullable NULL for local/CLI usage and existing entities.
"""
from typing import Sequence, Union
import sqlalchemy as sa
from alembic import op
from sqlalchemy import text
# revision identifiers, used by Alembic.
revision: str = "k4e5f6g7h8i9"
down_revision: Union[str, None] = "j3d4e5f6g7h8"
branch_labels: Union[str, Sequence[str], None] = None
depends_on: Union[str, Sequence[str], None] = None
def column_exists(connection, table: str, column: str) -> bool:
"""Check if a column exists in a table (idempotent migration support)."""
if connection.dialect.name == "postgresql":
result = connection.execute(
text(
"SELECT 1 FROM information_schema.columns "
"WHERE table_name = :table AND column_name = :column"
),
{"table": table, "column": column},
)
return result.fetchone() is not None
else:
# SQLite
result = connection.execute(text(f"PRAGMA table_info({table})"))
columns = [row[1] for row in result]
return column in columns
def upgrade() -> None:
"""Add created_by and last_updated_by columns to entity table.
Both columns are nullable strings that store cloud user_profile_id UUIDs.
No data backfill existing rows get NULL.
"""
connection = op.get_bind()
if not column_exists(connection, "entity", "created_by"):
op.add_column("entity", sa.Column("created_by", sa.String(), nullable=True))
if not column_exists(connection, "entity", "last_updated_by"):
op.add_column("entity", sa.Column("last_updated_by", sa.String(), nullable=True))
def downgrade() -> None:
"""Remove created_by and last_updated_by columns from entity table."""
connection = op.get_bind()
dialect = connection.dialect.name
if column_exists(connection, "entity", "last_updated_by"):
if dialect == "postgresql":
op.drop_column("entity", "last_updated_by")
else:
with op.batch_alter_table("entity") as batch_op:
batch_op.drop_column("last_updated_by")
if column_exists(connection, "entity", "created_by"):
if dialect == "postgresql":
op.drop_column("entity", "created_by")
else:
with op.batch_alter_table("entity") as batch_op:
batch_op.drop_column("created_by")
-5
View File
@@ -1,5 +0,0 @@
"""Basic Memory API module."""
from .app import app
__all__ = ["app"]
-149
View File
@@ -1,149 +0,0 @@
"""FastAPI application for basic-memory knowledge graph API."""
from contextlib import asynccontextmanager
from fastapi import FastAPI, HTTPException, Request
from fastapi.exception_handlers import http_exception_handler
from fastapi.routing import APIRouter
from loguru import logger
from basic_memory import __version__ as version
from basic_memory.api.container import ApiContainer, set_container
from basic_memory.api.v2.routers import (
knowledge_router as v2_knowledge,
project_router as v2_project,
memory_router as v2_memory,
search_router as v2_search,
resource_router as v2_resource,
directory_router as v2_directory,
prompt_router as v2_prompt,
importer_router as v2_importer,
schema_router as v2_schema,
)
from basic_memory.api.v2.routers.project_router import (
add_project,
list_projects,
synchronize_projects,
)
from basic_memory import telemetry
from basic_memory.config import init_api_logging
from basic_memory.services.exceptions import EntityAlreadyExistsError
from basic_memory.services.initialization import initialize_app
@asynccontextmanager
async def lifespan(app: FastAPI): # pragma: no cover
"""Lifecycle manager for the FastAPI app. Not called in stdio mcp mode"""
# Initialize logging for API (stdout in cloud mode, file otherwise)
init_api_logging()
# --- Composition Root ---
# Create container and read config (single point of config access)
container = ApiContainer.create()
set_container(container)
app.state.container = container
with telemetry.operation(
"api.lifecycle.startup",
entrypoint="api",
mode=container.mode.name.lower(),
):
logger.info(f"Starting Basic Memory API (mode={container.mode.name})")
await initialize_app(container.config)
# Cache database connections in app state for performance
logger.info("Initializing database and caching connections...")
engine, session_maker = await container.init_database()
app.state.engine = engine
app.state.session_maker = session_maker
logger.info("Database connections cached in app state")
# Create and start sync coordinator (lifecycle centralized in coordinator)
sync_coordinator = container.create_sync_coordinator()
await sync_coordinator.start()
app.state.sync_coordinator = sync_coordinator
# Proceed with startup
yield
# Shutdown - coordinator handles clean task cancellation
with telemetry.operation(
"api.lifecycle.shutdown",
entrypoint="api",
mode=container.mode.name.lower(),
):
logger.info("Shutting down Basic Memory API")
await sync_coordinator.stop()
await container.shutdown_database()
# Initialize FastAPI app
app = FastAPI(
title="Basic Memory API",
description="Knowledge graph API for basic-memory",
version=version,
lifespan=lifespan,
)
# Include v2 routers FIRST (more specific paths must match before /{project} catch-all)
app.include_router(v2_knowledge, prefix="/v2/projects/{project_id}")
app.include_router(v2_memory, prefix="/v2/projects/{project_id}")
app.include_router(v2_search, prefix="/v2/projects/{project_id}")
app.include_router(v2_resource, prefix="/v2/projects/{project_id}")
app.include_router(v2_directory, prefix="/v2/projects/{project_id}")
app.include_router(v2_prompt, prefix="/v2/projects/{project_id}")
app.include_router(v2_importer, prefix="/v2/projects/{project_id}")
app.include_router(v2_schema, prefix="/v2/projects/{project_id}")
app.include_router(v2_project, prefix="/v2")
# Legacy web app proxy paths (compat with /proxy/projects/projects)
app.include_router(v2_project, prefix="/proxy/projects")
# Legacy v1 compat: older CLI versions (v0.18.0 and earlier) call /projects/...
# Using router mount causes 307 redirect which proxy doesn't follow, so add explicit routes
legacy_router = APIRouter(tags=["legacy"])
legacy_router.add_api_route("/projects/projects", list_projects, methods=["GET"])
legacy_router.add_api_route("/projects/projects", add_project, methods=["POST"])
legacy_router.add_api_route("/projects/config/sync", synchronize_projects, methods=["POST"])
app.include_router(legacy_router)
# V2 routers are the only public API surface
@app.exception_handler(EntityAlreadyExistsError)
async def entity_already_exists_error_handler(request: Request, exc: EntityAlreadyExistsError):
"""Handle entity creation conflicts (e.g., file already exists).
This is expected behavior when users try to create notes that exist,
so log at INFO level instead of ERROR.
"""
logger.info(
"Entity already exists",
url=str(request.url),
method=request.method,
path=request.url.path,
error=str(exc),
)
return await http_exception_handler(
request,
HTTPException(
status_code=409,
detail="Note already exists. Use edit_note to modify it, or delete it first.",
),
)
@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)))
-132
View File
@@ -1,132 +0,0 @@
"""API composition root for Basic Memory.
This container owns reading ConfigManager and environment variables for the
API entrypoint. Downstream modules receive config/dependencies explicitly
rather than reading globals.
Design principles:
- Only this module reads ConfigManager directly
- Runtime mode (cloud/local/test) is resolved here
- Factories for services are provided, not singletons
"""
from dataclasses import dataclass
from typing import TYPE_CHECKING
from sqlalchemy.ext.asyncio import AsyncEngine, async_sessionmaker, AsyncSession
from basic_memory import db
from basic_memory.config import BasicMemoryConfig, ConfigManager
from basic_memory.runtime import RuntimeMode, resolve_runtime_mode
if TYPE_CHECKING: # pragma: no cover
from basic_memory.sync import SyncCoordinator
@dataclass
class ApiContainer:
"""Composition root for the API entrypoint.
Holds resolved configuration and runtime context.
Created once at app startup, then used to wire dependencies.
"""
config: BasicMemoryConfig
mode: RuntimeMode
# --- Database ---
# Cached database connections (set during lifespan startup)
engine: AsyncEngine | None = None
session_maker: async_sessionmaker[AsyncSession] | None = None
@classmethod
def create(cls) -> "ApiContainer": # pragma: no cover
"""Create container by reading ConfigManager.
This is the single point where API reads global config.
"""
config = ConfigManager().config
mode = resolve_runtime_mode(
is_test_env=config.is_test_env,
)
return cls(config=config, mode=mode)
# --- Runtime Mode Properties ---
@property
def should_sync_files(self) -> bool:
"""Whether file sync should be started.
Sync is enabled when:
- sync_changes is True in config
- Not in test mode (tests manage their own sync)
"""
return self.config.sync_changes and not self.mode.is_test
@property
def sync_skip_reason(self) -> str | None: # pragma: no cover
"""Reason why sync is skipped, or None if sync should run.
Useful for logging why sync was disabled.
"""
if self.mode.is_test:
return "Test environment detected"
if not self.config.sync_changes:
return "Sync changes disabled"
return None
def create_sync_coordinator(self) -> "SyncCoordinator": # pragma: no cover
"""Create a SyncCoordinator with this container's settings.
Returns:
SyncCoordinator configured for this runtime environment
"""
# Deferred import to avoid circular dependency
from basic_memory.sync import SyncCoordinator
return SyncCoordinator(
config=self.config,
should_sync=self.should_sync_files,
skip_reason=self.sync_skip_reason,
)
# --- Database Factory ---
async def init_database( # pragma: no cover
self,
) -> tuple[AsyncEngine, async_sessionmaker[AsyncSession]]:
"""Initialize and cache database connections.
Returns:
Tuple of (engine, session_maker)
"""
engine, session_maker = await db.get_or_create_db(self.config.database_path)
self.engine = engine
self.session_maker = session_maker
return engine, session_maker
async def shutdown_database(self) -> None: # pragma: no cover
"""Clean up database connections."""
await db.shutdown_db()
# Module-level container instance (set by lifespan)
# This allows deps.py to access the container without reading ConfigManager
_container: ApiContainer | None = None
def get_container() -> ApiContainer:
"""Get the current API container.
Raises:
RuntimeError: If container hasn't been initialized
"""
if _container is None:
raise RuntimeError("API container not initialized. Call set_container() first.")
return _container
def set_container(container: ApiContainer) -> None:
"""Set the API container (called by lifespan)."""
global _container
_container = container
-292
View File
@@ -1,292 +0,0 @@
"""Template loading and rendering utilities for the Basic Memory API.
This module handles the loading and rendering of Handlebars templates from the
templates directory, providing a consistent interface for all prompt-related
formatting needs.
"""
import textwrap
from typing import Dict, Any, Optional, Callable
from pathlib import Path
import json
import datetime
import pybars
from loguru import logger
# Get the base path of the templates directory
TEMPLATES_DIR = Path(__file__).parent.parent / "templates"
# Custom helpers for Handlebars
def _date_helper(this, *args):
"""Format a date using the given format string."""
if len(args) < 1: # pragma: no cover
return ""
timestamp = args[0]
format_str = args[1] if len(args) > 1 else "%Y-%m-%d %H:%M"
if hasattr(timestamp, "strftime"):
result = timestamp.strftime(format_str)
elif isinstance(timestamp, str):
try:
dt = datetime.datetime.fromisoformat(timestamp)
result = dt.strftime(format_str)
except ValueError:
result = timestamp
else:
result = str(timestamp) # pragma: no cover
return pybars.strlist([result])
def _default_helper(this, *args):
"""Return a default value if the given value is None or empty."""
if len(args) < 2: # pragma: no cover
return ""
value = args[0]
default_value = args[1]
result = default_value if value is None or value == "" else value
# Use strlist for consistent handling of HTML escaping
return pybars.strlist([str(result)])
def _capitalize_helper(this, *args):
"""Capitalize the first letter of a string."""
if len(args) < 1: # pragma: no cover
return ""
text = args[0]
if not text or not isinstance(text, str): # pragma: no cover
result = ""
else:
result = text.capitalize()
return pybars.strlist([result])
def _round_helper(this, *args):
"""Round a number to the specified number of decimal places."""
if len(args) < 1:
return ""
value = args[0]
decimal_places = args[1] if len(args) > 1 else 2
try:
result = str(round(float(value), int(decimal_places)))
except (ValueError, TypeError):
result = str(value)
return pybars.strlist([result])
def _size_helper(this, *args):
"""Return the size/length of a collection."""
if len(args) < 1:
return 0
value = args[0]
if value is None:
result = "0"
elif isinstance(value, (list, tuple, dict, str)):
result = str(len(value)) # pragma: no cover
else: # pragma: no cover
result = "0"
return pybars.strlist([result])
def _json_helper(this, *args):
"""Convert a value to a JSON string."""
if len(args) < 1: # pragma: no cover
return "{}"
value = args[0]
# For pybars, we need to return a SafeString to prevent HTML escaping
result = json.dumps(value) # pragma: no cover
# Safe string implementation to prevent HTML escaping
return pybars.strlist([result])
def _math_helper(this, *args):
"""Perform basic math operations."""
if len(args) < 3:
return pybars.strlist(["Math error: Insufficient arguments"])
lhs = args[0]
operator = args[1]
rhs = args[2]
try:
lhs = float(lhs)
rhs = float(rhs)
if operator == "+":
result = str(lhs + rhs)
elif operator == "-":
result = str(lhs - rhs)
elif operator == "*":
result = str(lhs * rhs)
elif operator == "/":
result = str(lhs / rhs)
else:
result = f"Unsupported operator: {operator}"
except (ValueError, TypeError) as e:
result = f"Math error: {e}"
return pybars.strlist([result])
def _lt_helper(this, *args):
"""Check if left hand side is less than right hand side."""
if len(args) < 2:
return False
lhs = args[0]
rhs = args[1]
try:
return float(lhs) < float(rhs)
except (ValueError, TypeError):
# Fall back to string comparison for non-numeric values
return str(lhs) < str(rhs)
def _if_cond_helper(this, options, condition):
"""Block helper for custom if conditionals."""
if condition:
return options["fn"](this)
elif "inverse" in options:
return options["inverse"](this)
return "" # pragma: no cover
def _dedent_helper(this, options):
"""Dedent a block of text to remove common leading whitespace.
Usage:
{{#dedent}}
This text will have its
common leading whitespace removed
while preserving relative indentation.
{{/dedent}}
"""
if "fn" not in options: # pragma: no cover
return ""
# Get the content from the block
content = options["fn"](this)
# Convert to string if it's a strlist
if (
isinstance(content, list)
or hasattr(content, "__iter__")
and not isinstance(content, (str, bytes))
):
content_str = "".join(str(item) for item in content) # pragma: no cover
else:
content_str = str(content) # pragma: no cover
# Add trailing and leading newlines to ensure proper dedenting
# This is critical for textwrap.dedent to work correctly with mixed content
content_str = "\n" + content_str + "\n"
# Use textwrap to dedent the content and remove the extra newlines we added
dedented = textwrap.dedent(content_str)[1:-1]
# Return as a SafeString to prevent HTML escaping
return pybars.strlist([dedented]) # pragma: no cover
class TemplateLoader:
"""Loader for Handlebars templates.
This class is responsible for loading templates from disk and rendering
them with the provided context data.
"""
def __init__(self, template_dir: Optional[str] = None):
"""Initialize the template loader.
Args:
template_dir: Optional custom template directory path
"""
self.template_dir = Path(template_dir) if template_dir else TEMPLATES_DIR
self.template_cache: Dict[str, Callable] = {}
self.compiler = pybars.Compiler()
# Set up standard helpers
self.helpers = {
"date": _date_helper,
"default": _default_helper,
"capitalize": _capitalize_helper,
"round": _round_helper,
"size": _size_helper,
"json": _json_helper,
"math": _math_helper,
"lt": _lt_helper,
"if_cond": _if_cond_helper,
"dedent": _dedent_helper,
}
logger.debug(f"Initialized template loader with directory: {self.template_dir}")
def get_template(self, template_path: str) -> Callable:
"""Get a template by path, using cache if available.
Args:
template_path: The path to the template, relative to the templates directory
Returns:
The compiled Handlebars template
Raises:
FileNotFoundError: If the template doesn't exist
"""
if template_path in self.template_cache:
return self.template_cache[template_path]
# Convert from Liquid-style path to Handlebars extension
if template_path.endswith(".liquid"):
template_path = template_path.replace(".liquid", ".hbs")
elif not template_path.endswith(".hbs"):
template_path = f"{template_path}.hbs"
full_path = self.template_dir / template_path
if not full_path.exists():
raise FileNotFoundError(f"Template not found: {full_path}")
with open(full_path, "r", encoding="utf-8") as f:
template_str = f.read()
template = self.compiler.compile(template_str)
self.template_cache[template_path] = template
logger.debug(f"Loaded template: {template_path}")
return template
async def render(self, template_path: str, context: Dict[str, Any]) -> str:
"""Render a template with the given context.
Args:
template_path: The path to the template, relative to the templates directory
context: The context data to pass to the template
Returns:
The rendered template as a string
"""
template = self.get_template(template_path)
return template(context, helpers=self.helpers)
def clear_cache(self) -> None:
"""Clear the template cache."""
self.template_cache.clear()
logger.debug("Template cache cleared")
# Global template loader instance
template_loader = TemplateLoader()
-35
View File
@@ -1,35 +0,0 @@
"""API v2 module - ID-based entity references.
Version 2 of the Basic Memory API uses integer entity IDs as the primary
identifier for improved performance and stability.
Key changes from v1:
- Entity lookups use integer IDs instead of paths/permalinks
- Direct database queries instead of cascading resolution
- Stable references that don't change with file moves
- Better caching support
All v2 routers are registered with the /v2 prefix.
"""
from basic_memory.api.v2.routers import (
knowledge_router,
memory_router,
project_router,
resource_router,
search_router,
directory_router,
prompt_router,
importer_router,
)
__all__ = [
"knowledge_router",
"memory_router",
"project_router",
"resource_router",
"search_router",
"directory_router",
"prompt_router",
"importer_router",
]
@@ -1,23 +0,0 @@
"""V2 API routers."""
from basic_memory.api.v2.routers.knowledge_router import router as knowledge_router
from basic_memory.api.v2.routers.project_router import router as project_router
from basic_memory.api.v2.routers.memory_router import router as memory_router
from basic_memory.api.v2.routers.search_router import router as search_router
from basic_memory.api.v2.routers.resource_router import router as resource_router
from basic_memory.api.v2.routers.directory_router import router as directory_router
from basic_memory.api.v2.routers.prompt_router import router as prompt_router
from basic_memory.api.v2.routers.importer_router import router as importer_router
from basic_memory.api.v2.routers.schema_router import router as schema_router
__all__ = [
"knowledge_router",
"project_router",
"memory_router",
"search_router",
"resource_router",
"directory_router",
"prompt_router",
"importer_router",
"schema_router",
]
@@ -1,93 +0,0 @@
"""V2 Directory Router - ID-based directory tree operations.
This router provides directory structure browsing for projects using
external_id UUIDs instead of name-based identifiers.
Key improvements:
- Direct project lookup via external_id UUIDs
- Consistent with other v2 endpoints
- Better performance through indexed queries
"""
from typing import List, Optional
from fastapi import APIRouter, Query, Path
from basic_memory.deps import DirectoryServiceV2ExternalDep
from basic_memory.schemas.directory import DirectoryNode
router = APIRouter(prefix="/directory", tags=["directory-v2"])
@router.get("/tree", response_model=DirectoryNode, response_model_exclude_none=True)
async def get_directory_tree(
directory_service: DirectoryServiceV2ExternalDep,
project_id: str = Path(..., description="Project external UUID"),
):
"""Get hierarchical directory structure from the knowledge base.
Args:
directory_service: Service for directory operations
project_id: Project external UUID
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: DirectoryServiceV2ExternalDep,
project_id: str = Path(..., description="Project external UUID"),
):
"""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: Project external UUID
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: DirectoryServiceV2ExternalDep,
project_id: str = Path(..., description="Project external UUID"),
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: Project external UUID
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
@@ -1,181 +0,0 @@
"""V2 Import Router - ID-based data import operations.
This router uses v2 dependencies for consistent project handling with external_id UUIDs.
Import endpoints use project_id in the path for consistency with other v2 endpoints.
"""
import json
import logging
from fastapi import APIRouter, Form, HTTPException, UploadFile, status, Path
from basic_memory.deps import (
ChatGPTImporterV2ExternalDep,
ClaudeConversationsImporterV2ExternalDep,
ClaudeProjectsImporterV2ExternalDep,
MemoryJsonImporterV2ExternalDep,
)
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-v2"])
@router.post("/chatgpt", response_model=ChatImportResult)
async def import_chatgpt(
importer: ChatGPTImporterV2ExternalDep,
file: UploadFile,
project_id: str = Path(..., description="Project external UUID"),
directory: str = Form("conversations"),
) -> ChatImportResult:
"""Import conversations from ChatGPT JSON export.
Args:
project_id: Project external UUID from URL path
file: The ChatGPT conversations.json file.
directory: The directory to place the files in.
importer: ChatGPT importer instance.
Returns:
ChatImportResult with import statistics.
Raises:
HTTPException: If import fails.
"""
logger.info(f"V2 Importing ChatGPT conversations for project {project_id}")
return await import_file(importer, file, directory)
@router.post("/claude/conversations", response_model=ChatImportResult)
async def import_claude_conversations(
importer: ClaudeConversationsImporterV2ExternalDep,
file: UploadFile,
project_id: str = Path(..., description="Project external UUID"),
directory: str = Form("conversations"),
) -> ChatImportResult:
"""Import conversations from Claude conversations.json export.
Args:
project_id: Project external UUID from URL path
file: The Claude conversations.json file.
directory: The directory to place the files in.
importer: Claude conversations importer instance.
Returns:
ChatImportResult with import statistics.
Raises:
HTTPException: If import fails.
"""
logger.info(f"V2 Importing Claude conversations for project {project_id}")
return await import_file(importer, file, directory)
@router.post("/claude/projects", response_model=ProjectImportResult)
async def import_claude_projects(
importer: ClaudeProjectsImporterV2ExternalDep,
file: UploadFile,
project_id: str = Path(..., description="Project external UUID"),
directory: str = Form("projects"),
) -> ProjectImportResult:
"""Import projects from Claude projects.json export.
Args:
project_id: Project external UUID from URL path
file: The Claude projects.json file.
directory: The base directory to place the files in.
importer: Claude projects importer instance.
Returns:
ProjectImportResult with import statistics.
Raises:
HTTPException: If import fails.
"""
logger.info(f"V2 Importing Claude projects for project {project_id}")
return await import_file(importer, file, directory)
@router.post("/memory-json", response_model=EntityImportResult)
async def import_memory_json(
importer: MemoryJsonImporterV2ExternalDep,
file: UploadFile,
project_id: str = Path(..., description="Project external UUID"),
directory: str = Form("conversations"),
) -> EntityImportResult:
"""Import entities and relations from a memory.json file.
Args:
project_id: Project external UUID from URL path
file: The memory.json file.
directory: Optional destination directory within the project.
importer: Memory JSON importer instance.
Returns:
EntityImportResult with import statistics.
Raises:
HTTPException: If import fails.
"""
logger.info(f"V2 Importing memory.json for project {project_id}")
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, directory)
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("V2 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_directory: str):
"""Helper function to import a file using an importer instance.
Args:
importer: The importer instance to use
file: The file to import
destination_directory: Destination directory for imported content
Returns:
Import result from the importer
Raises:
HTTPException: If import fails
"""
try:
# Process file
json_data = json.load(file.file)
result = await importer.import_data(json_data, destination_directory)
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("V2 Import failed")
raise HTTPException(
status_code=status.HTTP_500_INTERNAL_SERVER_ERROR,
detail=f"Import failed: {str(e)}",
)
@@ -1,684 +0,0 @@
"""V2 Knowledge Router - External ID-based entity operations.
This router provides external_id (UUID) based CRUD operations for entities,
using stable string UUIDs that won't change with file moves or database migrations.
Key improvements:
- Stable external UUIDs that won't change with file moves or renames
- Better API ergonomics with consistent string identifiers
- Direct database lookups via unique indexed column
- Simplified caching strategies
"""
from fastapi import APIRouter, HTTPException, BackgroundTasks, Depends, Response, Path, Query
from loguru import logger
from basic_memory.deps import (
EntityServiceV2ExternalDep,
SearchServiceV2ExternalDep,
LinkResolverV2ExternalDep,
ProjectConfigV2ExternalDep,
AppConfigDep,
EntityRepositoryV2ExternalDep,
RelationRepositoryV2ExternalDep,
ProjectExternalIdPathDep,
TaskSchedulerDep,
FileServiceV2ExternalDep,
)
from basic_memory.schemas import DeleteEntitiesResponse
from basic_memory.schemas.base import Entity
from basic_memory.schemas.request import EditEntityRequest
from basic_memory.schemas.v2 import (
EntityResolveRequest,
EntityResolveResponse,
EntityResponseV2,
GraphEdge,
GraphNode,
GraphResponse,
MoveEntityRequestV2,
MoveDirectoryRequestV2,
DeleteDirectoryRequestV2,
)
from basic_memory.schemas.response import DirectoryMoveResult, DirectoryDeleteResult
router = APIRouter(prefix="/knowledge", tags=["knowledge-v2"])
def _schedule_vector_sync_if_enabled(
*,
task_scheduler,
app_config,
entity_id: int,
project_id: int,
) -> None:
"""Schedule out-of-band vector sync only when semantic search is enabled."""
if app_config.semantic_search_enabled:
task_scheduler.schedule(
"sync_entity_vectors",
entity_id=entity_id,
project_id=project_id,
)
## Graph endpoint
@router.get("/graph", response_model=GraphResponse)
async def get_graph(
project_id: ProjectExternalIdPathDep,
entity_repository: EntityRepositoryV2ExternalDep,
relation_repository: RelationRepositoryV2ExternalDep,
) -> GraphResponse:
"""Return all entities and resolved relations for knowledge graph visualization.
Returns a flat node/edge structure optimized for rendering with graph libraries.
Only includes resolved relations (where to_id is not null).
"""
logger.info("API v2 request: get_graph")
# Fetch all entities for this project
entities = await entity_repository.find_all(use_load_options=False)
nodes = [
GraphNode(
external_id=entity.external_id,
title=entity.title,
note_type=entity.note_type,
file_path=entity.file_path,
)
for entity in entities
]
# Fetch all resolved relations (to_id is not null) with eager-loaded entities
relations = await relation_repository.find_all()
edges = [
GraphEdge(
from_id=relation.from_entity.external_id,
to_id=relation.to_entity.external_id,
relation_type=relation.relation_type,
)
for relation in relations
if relation.to_entity is not None
]
logger.info(f"API v2 response: graph with {len(nodes)} nodes and {len(edges)} edges")
return GraphResponse(nodes=nodes, edges=edges)
## Resolution endpoint
@router.post("/resolve", response_model=EntityResolveResponse)
async def resolve_identifier(
project_id: ProjectExternalIdPathDep,
data: EntityResolveRequest,
link_resolver: LinkResolverV2ExternalDep,
entity_repository: EntityRepositoryV2ExternalDep,
) -> EntityResolveResponse:
"""Resolve a string identifier (external_id, permalink, title, or path) to entity info.
This endpoint provides a bridge between v1-style identifiers and v2 external_ids.
Use this to convert existing references to the new UUID-based format.
Args:
data: Request containing the identifier to resolve
Returns:
Entity external_id and metadata about how it was resolved
Raises:
HTTPException: 404 if identifier cannot be resolved
Example:
POST /v2/{project_id}/knowledge/resolve
{"identifier": "specs/search"}
Returns:
{
"external_id": "550e8400-e29b-41d4-a716-446655440000",
"entity_id": 123,
"permalink": "specs/search",
"file_path": "specs/search.md",
"title": "Search Specification",
"resolution_method": "permalink"
}
"""
logger.info(f"API v2 request: resolve_identifier for '{data.identifier}'")
# Try to resolve by external_id first
entity = await entity_repository.get_by_external_id(data.identifier)
resolution_method = "external_id" if entity else "search"
# If not found by external_id, try other resolution methods
# Pass source_path for context-aware resolution (prefers notes closer to source)
# Pass strict to control fuzzy search fallback (default False allows fuzzy matching)
if not entity:
entity = await link_resolver.resolve_link(
data.identifier, source_path=data.source_path, strict=data.strict
)
if entity:
# Determine resolution method
if entity.permalink == data.identifier:
resolution_method = "permalink"
elif entity.title == data.identifier:
resolution_method = "title"
elif entity.file_path == data.identifier:
resolution_method = "path"
else:
resolution_method = "search"
if not entity:
raise HTTPException(status_code=404, detail=f"Entity not found: '{data.identifier}'")
result = EntityResolveResponse(
external_id=entity.external_id,
entity_id=entity.id,
permalink=entity.permalink,
file_path=entity.file_path,
title=entity.title,
resolution_method=resolution_method,
)
logger.debug(
f"API v2 response: resolved '{data.identifier}' to external_id={result.external_id} via {resolution_method}"
)
return result
## Read endpoints
@router.get("/entities/{entity_id}", response_model=EntityResponseV2)
async def get_entity_by_id(
project_id: ProjectExternalIdPathDep,
entity_repository: EntityRepositoryV2ExternalDep,
entity_id: str = Path(..., description="Entity external ID (UUID)"),
) -> EntityResponseV2:
"""Get an entity by its external ID (UUID).
This is the primary entity retrieval method in v2, using stable UUID
identifiers that won't change with file moves.
Args:
entity_id: External ID (UUID string)
Returns:
Complete entity with observations and relations
Raises:
HTTPException: 404 if entity not found
"""
logger.info(f"API v2 request: get_entity_by_id entity_id={entity_id}")
entity = await entity_repository.get_by_external_id(entity_id)
if not entity:
raise HTTPException(
status_code=404, detail=f"Entity with external_id '{entity_id}' not found"
)
result = EntityResponseV2.model_validate(entity)
logger.info(f"API v2 response: external_id={entity_id}, title='{result.title}'")
return result
## Create endpoints
@router.post("/entities", response_model=EntityResponseV2)
async def create_entity(
project_id: ProjectExternalIdPathDep,
data: Entity,
background_tasks: BackgroundTasks,
entity_service: EntityServiceV2ExternalDep,
search_service: SearchServiceV2ExternalDep,
task_scheduler: TaskSchedulerDep,
file_service: FileServiceV2ExternalDep,
app_config: AppConfigDep,
fast: bool = Query(
True, description="If true, write quickly and defer indexing to background tasks."
),
) -> EntityResponseV2:
"""Create a new entity.
Args:
data: Entity data to create
fast: If True, defer indexing to background tasks
Returns:
Created entity with generated external_id (UUID) and file content
"""
logger.info(
"API v2 request", endpoint="create_entity", note_type=data.note_type, title=data.title
)
if fast:
entity = await entity_service.fast_write_entity(data)
task_scheduler.schedule(
"reindex_entity",
entity_id=entity.id,
project_id=project_id,
)
else:
entity = await entity_service.create_entity(data)
await search_service.index_entity(entity)
_schedule_vector_sync_if_enabled(
task_scheduler=task_scheduler,
app_config=app_config,
entity_id=entity.id,
project_id=project_id,
)
result = EntityResponseV2.model_validate(entity)
if fast:
result = result.model_copy(update={"observations": [], "relations": []})
# Always read and return file content
content = await file_service.read_file_content(entity.file_path)
result = result.model_copy(update={"content": content})
logger.info(
f"API v2 response: endpoint='create_entity' external_id={entity.external_id}, title={result.title}, permalink={result.permalink}, status_code=201"
)
return result
## Update endpoints
@router.put("/entities/{entity_id}", response_model=EntityResponseV2)
async def update_entity_by_id(
data: Entity,
response: Response,
background_tasks: BackgroundTasks,
project_id: ProjectExternalIdPathDep,
entity_service: EntityServiceV2ExternalDep,
search_service: SearchServiceV2ExternalDep,
entity_repository: EntityRepositoryV2ExternalDep,
task_scheduler: TaskSchedulerDep,
file_service: FileServiceV2ExternalDep,
app_config: AppConfigDep,
entity_id: str = Path(..., description="Entity external ID (UUID)"),
fast: bool = Query(
True, description="If true, write quickly and defer indexing to background tasks."
),
) -> EntityResponseV2:
"""Update an entity by external ID.
If the entity doesn't exist, it will be created (upsert behavior).
Args:
entity_id: External ID (UUID string)
data: Updated entity data
fast: If True, defer indexing to background tasks
Returns:
Updated entity with file content
"""
logger.info(f"API v2 request: update_entity_by_id entity_id={entity_id}")
# Check if entity exists (external_id is the source of truth for v2)
existing = await entity_repository.get_by_external_id(entity_id)
created = existing is None
if fast:
entity = await entity_service.fast_write_entity(data, external_id=entity_id)
response.status_code = 200 if existing else 201
task_scheduler.schedule(
"reindex_entity",
entity_id=entity.id,
project_id=project_id,
resolve_relations=created,
)
else:
if existing:
# Update the existing entity in-place to avoid path-based duplication
entity = await entity_service.update_entity(existing, data)
response.status_code = 200
else:
# Create new entity, then bind external_id to the requested UUID
entity = await entity_service.create_entity(data)
if entity.external_id != entity_id:
entity = await entity_repository.update(
entity.id,
{"external_id": entity_id},
)
if not entity:
raise HTTPException(
status_code=404,
detail=f"Entity with external_id '{entity_id}' not found",
)
response.status_code = 201
await search_service.index_entity(entity)
_schedule_vector_sync_if_enabled(
task_scheduler=task_scheduler,
app_config=app_config,
entity_id=entity.id,
project_id=project_id,
)
result = EntityResponseV2.model_validate(entity)
if fast:
result = result.model_copy(update={"observations": [], "relations": []})
# Always read and return file content
content = await file_service.read_file_content(entity.file_path)
result = result.model_copy(update={"content": content})
logger.info(
f"API v2 response: external_id={entity_id}, created={created}, status_code={response.status_code}"
)
return result
@router.patch("/entities/{entity_id}", response_model=EntityResponseV2)
async def edit_entity_by_id(
data: EditEntityRequest,
background_tasks: BackgroundTasks,
project_id: ProjectExternalIdPathDep,
entity_service: EntityServiceV2ExternalDep,
search_service: SearchServiceV2ExternalDep,
entity_repository: EntityRepositoryV2ExternalDep,
task_scheduler: TaskSchedulerDep,
file_service: FileServiceV2ExternalDep,
app_config: AppConfigDep,
entity_id: str = Path(..., description="Entity external ID (UUID)"),
fast: bool = Query(
True, description="If true, write quickly and defer indexing to background tasks."
),
) -> EntityResponseV2:
"""Edit an existing entity by external ID using operations like append, prepend, etc.
Args:
entity_id: External ID (UUID string)
data: Edit operation details
fast: If True, defer indexing to background tasks
Returns:
Updated entity with file content
Raises:
HTTPException: 404 if entity not found, 400 if edit fails
"""
logger.info(
f"API v2 request: edit_entity_by_id entity_id={entity_id}, operation='{data.operation}'"
)
# Verify entity exists
entity = await entity_repository.get_by_external_id(entity_id)
if not entity: # pragma: no cover
raise HTTPException(
status_code=404, detail=f"Entity with external_id '{entity_id}' not found"
)
try:
if fast:
updated_entity = await entity_service.fast_edit_entity(
entity=entity,
operation=data.operation,
content=data.content,
section=data.section,
find_text=data.find_text,
expected_replacements=data.expected_replacements,
)
task_scheduler.schedule(
"reindex_entity",
entity_id=updated_entity.id,
project_id=project_id,
)
else:
# Edit using the entity's permalink or path
identifier = entity.permalink or entity.file_path
updated_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,
)
await search_service.index_entity(updated_entity)
_schedule_vector_sync_if_enabled(
task_scheduler=task_scheduler,
app_config=app_config,
entity_id=updated_entity.id,
project_id=project_id,
)
result = EntityResponseV2.model_validate(updated_entity)
if fast:
result = result.model_copy(update={"observations": [], "relations": []})
# Always read and return file content
content = await file_service.read_file_content(updated_entity.file_path)
result = result.model_copy(update={"content": content})
logger.info(
f"API v2 response: external_id={entity_id}, operation='{data.operation}', status_code=200"
)
return result
except Exception as e:
logger.error(f"Error editing entity {entity_id}: {e}")
raise HTTPException(status_code=400, detail=str(e))
## Delete endpoints
@router.delete("/entities/{entity_id}", response_model=DeleteEntitiesResponse)
async def delete_entity_by_id(
background_tasks: BackgroundTasks,
project_id: ProjectExternalIdPathDep,
entity_service: EntityServiceV2ExternalDep,
entity_repository: EntityRepositoryV2ExternalDep,
entity_id: str = Path(..., description="Entity external ID (UUID)"),
search_service=Depends(lambda: None), # Optional for now
) -> DeleteEntitiesResponse:
"""Delete an entity by external ID.
Args:
entity_id: External ID (UUID string)
Returns:
Deletion status
Note: Returns deleted=False if entity doesn't exist (idempotent)
"""
logger.info(f"API v2 request: delete_entity_by_id entity_id={entity_id}")
entity = await entity_repository.get_by_external_id(entity_id)
if entity is None:
logger.info(f"API v2 response: external_id={entity_id} not found, deleted=False")
return DeleteEntitiesResponse(deleted=False)
# Delete the entity using internal ID
deleted = await entity_service.delete_entity(entity.id)
# Remove from search index if search service available
if search_service:
background_tasks.add_task(search_service.handle_delete, entity) # pragma: no cover
logger.info(f"API v2 response: external_id={entity_id}, deleted={deleted}")
return DeleteEntitiesResponse(deleted=deleted)
## Move endpoint
@router.put("/entities/{entity_id}/move", response_model=EntityResponseV2)
async def move_entity(
data: MoveEntityRequestV2,
background_tasks: BackgroundTasks,
project_id: ProjectExternalIdPathDep,
entity_service: EntityServiceV2ExternalDep,
entity_repository: EntityRepositoryV2ExternalDep,
project_config: ProjectConfigV2ExternalDep,
app_config: AppConfigDep,
search_service: SearchServiceV2ExternalDep,
task_scheduler: TaskSchedulerDep,
entity_id: str = Path(..., description="Entity external ID (UUID)"),
) -> EntityResponseV2:
"""Move an entity to a new file location.
V2 API uses external_id (UUID) in the URL path for stable references.
The external_id will remain stable after the move.
Args:
project_id: Project external ID from URL path
entity_id: Entity external ID from URL path (primary identifier)
data: Move request with destination path only
Returns:
Updated entity with new file path
"""
logger.info(
f"API v2 request: move_entity entity_id={entity_id}, destination='{data.destination_path}'"
)
try:
# First, get the entity by external_id to verify it exists
entity = await entity_repository.get_by_external_id(entity_id)
if not entity: # pragma: no cover
raise HTTPException(
status_code=404, detail=f"Entity with external_id '{entity_id}' not found"
)
# Move the entity using its current file path as identifier
moved_entity = await entity_service.move_entity(
identifier=entity.file_path, # Use file path for resolution
destination_path=data.destination_path,
project_config=project_config,
app_config=app_config,
)
# Reindex at new location
reindexed_entity = await entity_service.link_resolver.resolve_link(data.destination_path)
if reindexed_entity:
await search_service.index_entity(reindexed_entity)
_schedule_vector_sync_if_enabled(
task_scheduler=task_scheduler,
app_config=app_config,
entity_id=reindexed_entity.id,
project_id=project_id,
)
result = EntityResponseV2.model_validate(moved_entity)
logger.info(f"API v2 response: moved external_id={entity_id} to '{data.destination_path}'")
return result
except HTTPException: # pragma: no cover
raise # pragma: no cover
except Exception as e:
logger.error(f"Error moving entity: {e}")
raise HTTPException(status_code=400, detail=str(e))
## Move directory endpoint
@router.post("/move-directory", response_model=DirectoryMoveResult)
async def move_directory(
data: MoveDirectoryRequestV2,
background_tasks: BackgroundTasks,
project_id: ProjectExternalIdPathDep,
entity_service: EntityServiceV2ExternalDep,
project_config: ProjectConfigV2ExternalDep,
app_config: AppConfigDep,
search_service: SearchServiceV2ExternalDep,
task_scheduler: TaskSchedulerDep,
) -> DirectoryMoveResult:
"""Move all entities in a directory to a new location.
V2 API uses project external_id in the URL path for stable references.
Moves all files within a source directory to a destination directory,
updating database records and optionally updating permalinks.
Args:
project_id: Project external ID from URL path
data: Move request with source and destination directories
Returns:
DirectoryMoveResult with counts and details of moved files
"""
logger.info(
f"API v2 request: move_directory source='{data.source_directory}', destination='{data.destination_directory}'"
)
try:
# Move the directory using the service
result = await entity_service.move_directory(
source_directory=data.source_directory,
destination_directory=data.destination_directory,
project_config=project_config,
app_config=app_config,
)
# Reindex moved entities
for file_path in result.moved_files:
entity = await entity_service.link_resolver.resolve_link(file_path)
if entity:
await search_service.index_entity(entity)
_schedule_vector_sync_if_enabled(
task_scheduler=task_scheduler,
app_config=app_config,
entity_id=entity.id,
project_id=project_id,
)
logger.info(
f"API v2 response: move_directory "
f"total={result.total_files}, success={result.successful_moves}, failed={result.failed_moves}"
)
return result
except Exception as e:
logger.error(f"Error moving directory: {e}")
raise HTTPException(status_code=400, detail=str(e))
## Delete directory endpoint
@router.post("/delete-directory", response_model=DirectoryDeleteResult)
async def delete_directory(
data: DeleteDirectoryRequestV2,
project_id: ProjectExternalIdPathDep,
entity_service: EntityServiceV2ExternalDep,
) -> DirectoryDeleteResult:
"""Delete all entities in a directory.
V2 API uses project external_id in the URL path for stable references.
Deletes all files within a directory, updating database records and
removing files from the filesystem.
Args:
project_id: Project external ID from URL path
data: Delete request with directory path
Returns:
DirectoryDeleteResult with counts and details of deleted files
"""
logger.info(f"API v2 request: delete_directory directory='{data.directory}'")
try:
# Delete the directory using the service
result = await entity_service.delete_directory(
directory=data.directory,
)
logger.info(
f"API v2 response: delete_directory "
f"total={result.total_files}, success={result.successful_deletes}, failed={result.failed_deletes}"
)
return result
except Exception as e:
logger.error(f"Error deleting directory: {e}")
raise HTTPException(status_code=400, detail=str(e))
@@ -1,130 +0,0 @@
"""V2 routes for memory:// URI operations.
This router uses external_id UUIDs for stable, API-friendly routing.
V1 uses string-based project names which are less efficient and less stable.
"""
from typing import Annotated, Optional
from fastapi import APIRouter, Query, Path
from loguru import logger
from basic_memory.deps import ContextServiceV2ExternalDep, EntityRepositoryV2ExternalDep
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.v2.utils import to_graph_context
# Note: No prefix here - it's added during registration as /v2/{project_id}/memory
router = APIRouter(tags=["memory"])
@router.get("/memory/recent", response_model=GraphContext)
async def recent(
context_service: ContextServiceV2ExternalDep,
entity_repository: EntityRepositoryV2ExternalDep,
project_id: str = Path(..., description="Project external UUID"),
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:
"""Get recent activity context for a project.
Args:
project_id: Project external UUID from URL path
context_service: Context service scoped to project
entity_repository: Entity repository scoped to project
type: Types of items to include (entities, relations, observations)
depth: How many levels of related entities to include
timeframe: Time window for recent activity (e.g., "7d", "1 week")
page: Page number for pagination
page_size: Number of items per page
max_related: Maximum related entities to include per item
Returns:
GraphContext with recent activity and related entities
"""
# return all types by default
types = (
[SearchItemType.ENTITY, SearchItemType.RELATION, SearchItemType.OBSERVATION]
if not type
else type
)
logger.debug(
f"V2 Getting recent context for project {project_id}: `{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"V2 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("/memory/{uri:path}", response_model=GraphContext)
async def get_memory_context(
context_service: ContextServiceV2ExternalDep,
entity_repository: EntityRepositoryV2ExternalDep,
uri: str,
project_id: str = Path(..., description="Project external UUID"),
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.
V2 supports both legacy path-based URIs and new ID-based URIs:
- Legacy: memory://path/to/note
- ID-based: memory://id/123 or memory://123
Args:
project_id: Project external UUID from URL path
context_service: Context service scoped to project
entity_repository: Entity repository scoped to project
uri: Memory URI path (e.g., "id/123", "123", or "path/to/note")
depth: How many levels of related entities to include
timeframe: Optional time window for filtering related content
page: Page number for pagination
page_size: Number of items per page
max_related: Maximum related entities to include
Returns:
GraphContext with the entity and its related context
"""
logger.debug(
f"V2 Getting context for project {project_id}, 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
)
@@ -1,550 +0,0 @@
"""V2 Project Router - External ID-based project management operations.
This router provides external_id (UUID) based CRUD operations for projects,
using stable string UUIDs that never change (unlike integer IDs or names).
Key improvements:
- Stable external UUIDs that won't change with renames or database migrations
- Better API ergonomics with consistent string identifiers
- Direct database lookups via unique indexed column
- Consistent with v2 entity operations
"""
import os
from typing import Optional
from fastapi import APIRouter, HTTPException, Body, Query, Path
from loguru import logger
from basic_memory.deps import (
ProjectServiceDep,
ProjectRepositoryDep,
ProjectConfigV2ExternalDep,
SyncServiceV2ExternalDep,
TaskSchedulerDep,
ProjectExternalIdPathDep,
)
from basic_memory.schemas import SyncReportResponse
from basic_memory.schemas.project_info import (
ProjectItem,
ProjectList,
ProjectInfoRequest,
ProjectInfoResponse,
ProjectStatusResponse,
)
from basic_memory.schemas.v2 import ProjectResolveRequest, ProjectResolveResponse
from basic_memory.utils import normalize_project_path, generate_permalink
router = APIRouter(prefix="/projects", tags=["project_management-v2"])
@router.get("/", 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 = await project_service.get_default_project_name()
project_items = [
ProjectItem(
id=project.id,
external_id=project.external_id,
name=project.name,
path=normalize_project_path(project.path),
is_default=project.is_default or False,
)
for project in projects
]
return ProjectList(
projects=project_items,
default_project=default_project,
)
@router.post("/", response_model=ProjectStatusResponse, status_code=201)
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
"""
# Check if project already exists before attempting to add
existing_project = await project_service.get_project(project_data.name)
if existing_project:
# Project exists - check if paths match for true idempotency
# Normalize paths for comparison (resolve symlinks, etc.)
requested_path = os.path.abspath(os.path.expanduser(project_data.path))
existing_path = os.path.abspath(os.path.expanduser(existing_project.path))
if requested_path == existing_path:
# Same name, same path - return 200 OK (idempotent)
return ProjectStatusResponse( # pyright: ignore [reportCallIssue]
message=f"Project '{project_data.name}' already exists",
status="success",
default=existing_project.is_default or False,
new_project=ProjectItem(
id=existing_project.id,
external_id=existing_project.external_id,
name=existing_project.name,
path=existing_project.path,
is_default=existing_project.is_default or False,
),
)
else:
# Same name, different path - this is an error
raise HTTPException(
status_code=400,
detail=(
f"Project '{project_data.name}' already exists with different path. "
f"Existing: {existing_project.path}, Requested: {project_data.path}"
),
)
try: # pragma: no cover
# The service layer handles cloud mode validation and path sanitization
await project_service.add_project(
project_data.name, project_data.path, set_default=project_data.set_default
)
# Fetch the newly created project to get its ID
new_project = await project_service.get_project(project_data.name)
if not new_project:
raise HTTPException(status_code=500, detail="Failed to retrieve newly created project")
return ProjectStatusResponse( # pyright: ignore [reportCallIssue]
message=f"Project '{new_project.name}' added successfully",
status="success",
default=project_data.set_default,
new_project=ProjectItem(
id=new_project.id,
external_id=new_project.external_id,
name=new_project.name,
path=new_project.path,
is_default=new_project.is_default or False,
),
)
except ValueError as e: # pragma: no cover
raise HTTPException(status_code=400, detail=str(e))
@router.post("/config/sync", response_model=ProjectStatusResponse)
async def synchronize_projects(
project_service: ProjectServiceDep,
) -> ProjectStatusResponse:
"""Synchronize projects between configuration file and database."""
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))
@router.post("/{project_id}/sync")
async def sync_project(
sync_service: SyncServiceV2ExternalDep,
project_config: ProjectConfigV2ExternalDep,
task_scheduler: TaskSchedulerDep,
project_internal_id: ProjectExternalIdPathDep,
force_full: bool = Query(
False, description="Force full scan, bypassing watermark optimization"
),
run_in_background: bool = Query(True, description="Run in background"),
):
"""Force project filesystem sync to database."""
if run_in_background:
task_scheduler.schedule(
"sync_project",
project_id=project_internal_id,
force_full=force_full,
)
logger.info(
f"Filesystem sync initiated for project: {project_config.name} (force_full={force_full})"
)
return {
"status": "sync_started",
"message": f"Filesystem sync initiated for project '{project_config.name}'",
}
report = await sync_service.sync(
project_config.home, project_config.name, force_full=force_full
)
logger.info(
f"Filesystem sync completed for project: {project_config.name} (force_full={force_full})"
)
return SyncReportResponse.from_sync_report(report)
@router.post("/{project_id}/status", response_model=SyncReportResponse)
async def get_project_status(
sync_service: SyncServiceV2ExternalDep,
project_config: ProjectConfigV2ExternalDep,
project_id: str = Path(..., description="Project external ID (UUID)"),
force_full: bool = Query(
False, description="Force full scan, bypassing watermark optimization"
),
) -> SyncReportResponse:
"""Get sync status of files vs database for a project."""
logger.info(f"API v2 request: get_project_status for project_id={project_id}")
report = await sync_service.scan(project_config.home, force_full=force_full)
return SyncReportResponse.from_sync_report(report)
@router.post("/resolve", response_model=ProjectResolveResponse)
async def resolve_project_identifier(
data: ProjectResolveRequest,
project_repository: ProjectRepositoryDep,
) -> ProjectResolveResponse:
"""Resolve a project identifier (name, permalink, or external_id) to project info.
This endpoint provides efficient lookup of projects by various identifiers
without needing to fetch the entire project list. Supports:
- External ID (UUID string) - preferred stable identifier
- Permalink
- Case-insensitive name matching
Args:
data: Request containing the identifier to resolve
Returns:
Project information including the external_id (UUID)
Raises:
HTTPException: 404 if project not found
Example:
POST /v2/projects/resolve
{"identifier": "my-project"}
Returns:
{
"external_id": "550e8400-e29b-41d4-a716-446655440000",
"project_id": 1,
"name": "my-project",
"permalink": "my-project",
"path": "/path/to/project",
"is_active": true,
"is_default": false,
"resolution_method": "name"
}
"""
logger.info(f"API v2 request: resolve_project_identifier for '{data.identifier}'")
# Generate permalink for comparison
identifier_permalink = generate_permalink(data.identifier)
resolution_method = "name"
project = None
# Try external_id first (UUID format)
project = await project_repository.get_by_external_id(data.identifier)
if project:
resolution_method = "external_id"
# If not found by external_id, try by permalink (exact match)
if not project:
project = await project_repository.get_by_permalink(identifier_permalink)
if project:
resolution_method = "permalink"
# If not found by permalink, try case-insensitive name search
if not project:
project = await project_repository.get_by_name_case_insensitive(data.identifier)
if project:
resolution_method = "name" # pragma: no cover
if not project:
raise HTTPException(status_code=404, detail=f"Project not found: '{data.identifier}'")
return ProjectResolveResponse(
external_id=project.external_id,
project_id=project.id,
name=project.name,
permalink=generate_permalink(project.name),
path=normalize_project_path(project.path),
is_active=project.is_active if hasattr(project, "is_active") else True,
is_default=project.is_default or False,
resolution_method=resolution_method,
)
@router.get("/{project_id}", response_model=ProjectItem)
async def get_project_by_id(
project_repository: ProjectRepositoryDep,
project_id: str = Path(..., description="Project external ID (UUID)"),
) -> ProjectItem:
"""Get project by its external ID (UUID).
This is the primary project retrieval method in v2, using stable UUID
identifiers that won't change with project renames.
Args:
project_id: External ID (UUID string)
Returns:
Project information including external_id
Raises:
HTTPException: 404 if project not found
Example:
GET /v2/projects/550e8400-e29b-41d4-a716-446655440000
"""
logger.info(f"API v2 request: get_project_by_id for project_id={project_id}")
project = await project_repository.get_by_external_id(project_id)
if not project:
raise HTTPException(
status_code=404, detail=f"Project with external_id '{project_id}' not found"
)
return ProjectItem(
id=project.id,
external_id=project.external_id,
name=project.name,
path=normalize_project_path(project.path),
is_default=project.is_default or False,
)
@router.get("/{project_id}/info", response_model=ProjectInfoResponse)
async def get_project_info_by_id(
project_service: ProjectServiceDep,
project_repository: ProjectRepositoryDep,
project_id: str = Path(..., description="Project external ID (UUID)"),
) -> ProjectInfoResponse:
"""Get detailed project information by external ID."""
logger.info(f"API v2 request: get_project_info_by_id for project_id={project_id}")
project = await project_repository.get_by_external_id(project_id)
if not project:
raise HTTPException(
status_code=404, detail=f"Project with external_id '{project_id}' not found"
)
return await project_service.get_project_info(project.name)
@router.patch("/{project_id}", response_model=ProjectStatusResponse)
async def update_project_by_id(
project_service: ProjectServiceDep,
project_repository: ProjectRepositoryDep,
project_id: str = Path(..., description="Project external ID (UUID)"),
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 by external ID.
Args:
project_id: External ID (UUID string)
path: Optional new absolute path for the project
is_active: Optional status update for the project
Returns:
Response confirming the project was updated
Raises:
HTTPException: 400 if validation fails, 404 if project not found
Example:
PATCH /v2/projects/550e8400-e29b-41d4-a716-446655440000
{"path": "/new/path"}
"""
logger.info(f"API v2 request: update_project_by_id for project_id={project_id}")
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 = await project_repository.get_by_external_id(project_id)
if not old_project:
raise HTTPException(
status_code=404, detail=f"Project with external_id '{project_id}' not found"
)
old_project_info = ProjectItem(
id=old_project.id,
external_id=old_project.external_id,
name=old_project.name,
path=old_project.path,
is_default=old_project.is_default or False,
)
# Update using project name (service layer still uses names internally)
if path:
await project_service.move_project(old_project.name, path)
elif is_active is not None:
await project_service.update_project(old_project.name, is_active=is_active)
# Get updated project info (use the same external_id)
updated_project = await project_repository.get_by_external_id(project_id)
if not updated_project: # pragma: no cover
raise HTTPException(
status_code=404,
detail=f"Project with external_id '{project_id}' not found after update",
)
return ProjectStatusResponse(
message=f"Project '{updated_project.name}' updated successfully",
status="success",
default=old_project.is_default or False,
old_project=old_project_info,
new_project=ProjectItem(
id=updated_project.id,
external_id=updated_project.external_id,
name=updated_project.name,
path=updated_project.path,
is_default=updated_project.is_default or False,
),
)
except ValueError as e: # pragma: no cover
raise HTTPException(status_code=400, detail=str(e)) # pragma: no cover
@router.delete("/{project_id}", response_model=ProjectStatusResponse)
async def delete_project_by_id(
project_service: ProjectServiceDep,
project_repository: ProjectRepositoryDep,
project_id: str = Path(..., description="Project external ID (UUID)"),
delete_notes: bool = Query(
False, description="If True, delete project directory from filesystem"
),
) -> ProjectStatusResponse:
"""Delete a project by external ID.
Args:
project_id: External ID (UUID string)
delete_notes: If True, delete the project directory from the filesystem
Returns:
Response confirming the project was deleted
Raises:
HTTPException: 400 if trying to delete default project, 404 if not found
Example:
DELETE /v2/projects/550e8400-e29b-41d4-a716-446655440000?delete_notes=false
"""
logger.info(
f"API v2 request: delete_project_by_id for project_id={project_id}, delete_notes={delete_notes}"
)
try:
old_project = await project_repository.get_by_external_id(project_id)
if not old_project:
raise HTTPException(
status_code=404, detail=f"Project with external_id '{project_id}' not found"
)
# Check if trying to delete the default project
# Use is_default from database, not ConfigManager (which doesn't work in cloud mode)
if old_project.is_default:
available_projects = await project_service.list_projects()
other_projects = [p.name for p in available_projects if p.external_id != project_id]
detail = f"Cannot delete default project '{old_project.name}'. "
if other_projects:
detail += ( # pragma: no cover
f"Set another project as default first. Available: {', '.join(other_projects)}"
)
else:
detail += "This is the only project in your configuration." # pragma: no cover
raise HTTPException(status_code=400, detail=detail)
# Delete using project name (service layer still uses names internally)
await project_service.remove_project(old_project.name, delete_notes=delete_notes)
return ProjectStatusResponse(
message=f"Project '{old_project.name}' removed successfully",
status="success",
default=False,
old_project=ProjectItem(
id=old_project.id,
external_id=old_project.external_id,
name=old_project.name,
path=old_project.path,
is_default=old_project.is_default or False,
),
new_project=None,
)
except ValueError as e: # pragma: no cover
raise HTTPException(status_code=400, detail=str(e)) # pragma: no cover
@router.put("/{project_id}/default", response_model=ProjectStatusResponse)
async def set_default_project_by_id(
project_service: ProjectServiceDep,
project_repository: ProjectRepositoryDep,
project_id: str = Path(..., description="Project external ID (UUID)"),
) -> ProjectStatusResponse:
"""Set a project as the default project by external ID.
Args:
project_id: External ID (UUID string) to set as default
Returns:
Response confirming the project was set as default
Raises:
HTTPException: 404 if project not found
Example:
PUT /v2/projects/550e8400-e29b-41d4-a716-446655440000/default
"""
logger.info(f"API v2 request: set_default_project_by_id for project_id={project_id}")
try:
# Get the old default project from database
default_project = await project_repository.get_default_project()
if not default_project:
raise HTTPException( # pragma: no cover
status_code=404, detail="No default project is currently set"
)
# Get the new default project by external_id
new_default_project = await project_repository.get_by_external_id(project_id)
if not new_default_project:
raise HTTPException(
status_code=404, detail=f"Project with external_id '{project_id}' not found"
)
# Set as default using project name (service layer still uses names internally)
await project_service.set_default_project(new_default_project.name)
return ProjectStatusResponse(
message=f"Project '{new_default_project.name}' set as default successfully",
status="success",
default=True,
old_project=ProjectItem(
id=default_project.id,
external_id=default_project.external_id,
name=default_project.name,
path=default_project.path,
is_default=False,
),
new_project=ProjectItem(
id=new_default_project.id,
external_id=new_default_project.external_id,
name=new_default_project.name,
path=new_default_project.path,
is_default=True,
),
)
except ValueError as e: # pragma: no cover
raise HTTPException(status_code=400, detail=str(e)) # pragma: no cover
@@ -1,269 +0,0 @@
"""V2 Prompt Router - ID-based prompt generation operations.
This router uses v2 dependencies for consistent project handling with external_id UUIDs.
Prompt endpoints are action-based (not resource-based), so they don't
have entity IDs in URLs - they generate formatted prompts from queries.
"""
from datetime import datetime, timezone
from fastapi import APIRouter, HTTPException, status, Path
from loguru import logger
from basic_memory.api.v2.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 (
ContextServiceV2ExternalDep,
EntityRepositoryV2ExternalDep,
SearchServiceV2ExternalDep,
EntityServiceV2ExternalDep,
)
from basic_memory.schemas.prompt import (
ContinueConversationRequest,
SearchPromptRequest,
PromptResponse,
PromptMetadata,
)
from basic_memory.schemas.search import SearchItemType, SearchQuery
router = APIRouter(prefix="/prompt", tags=["prompt-v2"])
@router.post("/continue-conversation", response_model=PromptResponse)
async def continue_conversation(
search_service: SearchServiceV2ExternalDep,
entity_service: EntityServiceV2ExternalDep,
context_service: ContextServiceV2ExternalDep,
entity_repository: EntityRepositoryV2ExternalDep,
request: ContinueConversationRequest,
project_id: str = Path(..., description="Project external UUID"),
) -> 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:
project_id: Project external UUID from URL path
request: The request parameters
Returns:
Formatted continuation prompt with context
"""
logger.info(
f"V2 Generating continue conversation prompt for project {project_id}, "
f"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: SearchServiceV2ExternalDep,
entity_service: EntityServiceV2ExternalDep,
request: SearchPromptRequest,
project_id: str = Path(..., description="Project external UUID"),
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:
project_id: Project external UUID from URL path
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"V2 Generating search prompt for project {project_id}, "
f"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)}",
)
@@ -1,289 +0,0 @@
"""V2 Resource Router - ID-based resource content operations.
This router uses entity external_ids (UUIDs) for all operations, with file paths
in request bodies when needed. This is consistent with v2's external_id-first design.
Key differences from v1:
- Uses UUID external_ids in URL paths instead of integer IDs or file paths
- File paths are in request bodies for create/update operations
- More RESTful: POST for create, PUT for update, GET for read
"""
import uuid
from pathlib import Path as PathLib
from fastapi import APIRouter, HTTPException, Response, Path
from loguru import logger
from basic_memory.deps import (
ProjectConfigV2ExternalDep,
FileServiceV2ExternalDep,
EntityRepositoryV2ExternalDep,
SearchServiceV2ExternalDep,
)
from basic_memory.models.knowledge import Entity as EntityModel
from basic_memory.schemas.v2.resource import (
CreateResourceRequest,
UpdateResourceRequest,
ResourceResponse,
)
from basic_memory.utils import validate_project_path
router = APIRouter(prefix="/resource", tags=["resources-v2"])
@router.get("/{entity_id}")
async def get_resource_content(
config: ProjectConfigV2ExternalDep,
entity_repository: EntityRepositoryV2ExternalDep,
file_service: FileServiceV2ExternalDep,
project_id: str = Path(..., description="Project external UUID"),
entity_id: str = Path(..., description="Entity external UUID"),
) -> Response:
"""Get raw resource content by entity external_id.
Args:
project_id: Project external UUID from URL path
entity_id: Entity external UUID
config: Project configuration
entity_repository: Entity repository for fetching entity data
file_service: File service for reading file content
Returns:
Response with entity content
Raises:
HTTPException: 404 if entity or file not found
"""
logger.debug(f"V2 Getting content for project {project_id}, entity_id: {entity_id}")
# Get entity by external_id
entity = await entity_repository.get_by_external_id(entity_id)
if not entity:
raise HTTPException(status_code=404, detail=f"Entity {entity_id} not found")
# Validate entity file path to prevent path traversal
project_path = PathLib(config.home)
if not validate_project_path(entity.file_path, project_path):
logger.error( # pragma: no cover
f"Invalid file path in entity {entity.id}: {entity.file_path}"
)
raise HTTPException( # pragma: no cover
status_code=500,
detail="Entity contains invalid file path",
)
# Check file exists via file_service (for cloud compatibility)
if not await file_service.exists(entity.file_path):
raise HTTPException( # pragma: no cover
status_code=404,
detail=f"File not found: {entity.file_path}",
)
# Read content via file_service as bytes (works with both local and S3)
content = await file_service.read_file_bytes(entity.file_path)
content_type = file_service.content_type(entity.file_path)
return Response(content=content, media_type=content_type)
@router.post("", response_model=ResourceResponse)
async def create_resource(
data: CreateResourceRequest,
config: ProjectConfigV2ExternalDep,
file_service: FileServiceV2ExternalDep,
entity_repository: EntityRepositoryV2ExternalDep,
search_service: SearchServiceV2ExternalDep,
project_id: str = Path(..., description="Project external UUID"),
) -> ResourceResponse:
"""Create a new resource file.
Args:
project_id: Project external UUID from URL path
data: Create resource request with file_path and content
config: Project configuration
file_service: File service for writing files
entity_repository: Entity repository for creating entities
search_service: Search service for indexing
Returns:
ResourceResponse with file information including entity_id and external_id
Raises:
HTTPException: 400 for invalid file paths, 409 if file already exists
"""
try:
# Validate path to prevent path traversal attacks
project_path = PathLib(config.home)
if not validate_project_path(data.file_path, project_path):
logger.warning(
f"Invalid file path attempted: {data.file_path} in project {config.name}"
)
raise HTTPException(
status_code=400,
detail=f"Invalid file path: {data.file_path}. "
"Path must be relative and stay within project boundaries.",
)
# Check if entity already exists
existing_entity = await entity_repository.get_by_file_path(data.file_path)
if existing_entity:
raise HTTPException(
status_code=409,
detail=f"Resource already exists at {data.file_path} with entity_id {existing_entity.external_id}. "
f"Use PUT /resource/{existing_entity.external_id} to update it.",
)
# Cloud compatibility: avoid assuming a local filesystem path.
# Delegate directory creation + writes to FileService (local or S3).
await file_service.ensure_directory(PathLib(data.file_path).parent)
checksum = await file_service.write_file(data.file_path, data.content)
# Get file info
file_metadata = await file_service.get_file_metadata(data.file_path)
# Determine file details
file_name = PathLib(data.file_path).name
content_type = file_service.content_type(data.file_path)
note_type = "canvas" if data.file_path.endswith(".canvas") else "file"
# Create a new entity model
# Explicitly set external_id to ensure NOT NULL constraint is satisfied (fixes #512)
entity = EntityModel(
external_id=str(uuid.uuid4()),
title=file_name,
note_type=note_type,
content_type=content_type,
file_path=data.file_path,
checksum=checksum,
created_at=file_metadata.created_at,
updated_at=file_metadata.modified_at,
)
entity = await entity_repository.add(entity)
# Index the file for search
await search_service.index_entity(entity) # pyright: ignore
# Return success response
return ResourceResponse(
entity_id=entity.id,
external_id=entity.external_id,
file_path=data.file_path,
checksum=checksum,
size=file_metadata.size,
created_at=file_metadata.created_at.timestamp(),
modified_at=file_metadata.modified_at.timestamp(),
)
except HTTPException:
# Re-raise HTTP exceptions without wrapping
raise
except Exception as e: # pragma: no cover
logger.error(f"Error creating resource {data.file_path}: {e}")
raise HTTPException(status_code=500, detail=f"Failed to create resource: {str(e)}")
@router.put("/{entity_id}", response_model=ResourceResponse)
async def update_resource(
data: UpdateResourceRequest,
config: ProjectConfigV2ExternalDep,
file_service: FileServiceV2ExternalDep,
entity_repository: EntityRepositoryV2ExternalDep,
search_service: SearchServiceV2ExternalDep,
project_id: str = Path(..., description="Project external UUID"),
entity_id: str = Path(..., description="Entity external UUID"),
) -> ResourceResponse:
"""Update an existing resource by entity external_id.
Can update content and optionally move the file to a new path.
Args:
project_id: Project external UUID from URL path
entity_id: Entity external UUID of the resource to update
data: Update resource request with content and optional new file_path
config: Project configuration
file_service: File service for writing files
entity_repository: Entity repository for updating entities
search_service: Search service for indexing
Returns:
ResourceResponse with updated file information
Raises:
HTTPException: 404 if entity not found, 400 for invalid paths
"""
try:
# Get existing entity by external_id
entity = await entity_repository.get_by_external_id(entity_id)
if not entity:
raise HTTPException(status_code=404, detail=f"Entity {entity_id} not found")
# Determine target file path
target_file_path = data.file_path if data.file_path else entity.file_path
# Validate path to prevent path traversal attacks
project_path = PathLib(config.home)
if not validate_project_path(target_file_path, project_path):
logger.warning(
f"Invalid file path attempted: {target_file_path} in project {config.name}"
)
raise HTTPException(
status_code=400,
detail=f"Invalid file path: {target_file_path}. "
"Path must be relative and stay within project boundaries.",
)
# If moving file, handle the move
if data.file_path and data.file_path != entity.file_path:
# Ensure new parent directory exists (no-op for S3)
await file_service.ensure_directory(PathLib(target_file_path).parent)
# If old file exists, remove it via file_service (for cloud compatibility)
if await file_service.exists(entity.file_path):
await file_service.delete_file(entity.file_path)
else:
# Ensure directory exists for in-place update
await file_service.ensure_directory(PathLib(target_file_path).parent)
# Write content to target file
checksum = await file_service.write_file(target_file_path, data.content)
# Get file info
file_metadata = await file_service.get_file_metadata(target_file_path)
# Determine file details
file_name = PathLib(target_file_path).name
content_type = file_service.content_type(target_file_path)
note_type = "canvas" if target_file_path.endswith(".canvas") else "file"
# Update entity using internal ID
updated_entity = await entity_repository.update(
entity.id,
{
"title": file_name,
"note_type": note_type,
"content_type": content_type,
"file_path": target_file_path,
"checksum": checksum,
"updated_at": file_metadata.modified_at,
},
)
# Index the updated file for search
await search_service.index_entity(updated_entity) # pyright: ignore
# Return success response
return ResourceResponse(
entity_id=entity.id,
external_id=entity.external_id,
file_path=target_file_path,
checksum=checksum,
size=file_metadata.size,
created_at=file_metadata.created_at.timestamp(),
modified_at=file_metadata.modified_at.timestamp(),
)
except HTTPException:
# Re-raise HTTP exceptions without wrapping
raise
except Exception as e: # pragma: no cover
logger.error(f"Error updating resource {entity_id}: {e}")
raise HTTPException(status_code=500, detail=f"Failed to update resource: {str(e)}")

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