Files
2026-06-10 14:04:59 -05:00

1531 lines
53 KiB
Python

"""Tests for the edit_note MCP tool."""
from pathlib import Path
from unittest.mock import patch
import httpx
import pytest
from mcp.server.fastmcp.exceptions import ToolError
from basic_memory.mcp.clients import KnowledgeClient
from basic_memory.mcp.tools.edit_note import _resolve_after_disk_recovery, edit_note
from basic_memory.mcp.tools.read_note import read_note
from basic_memory.mcp.tools.write_note import write_note
def test_edit_note_workspace_project_route_helper():
"""workspace/project routing should be explicit and deterministic."""
import importlib
edit_note_module = importlib.import_module("basic_memory.mcp.tools.edit_note")
assert (
edit_note_module._compose_workspace_project_route(
workspace=None,
project="docs/setup",
project_id=None,
)
== "docs/setup"
)
assert (
edit_note_module._compose_workspace_project_route(
workspace="docs",
project="setup",
project_id=None,
)
== "docs/setup"
)
@pytest.mark.parametrize(
("route_kwargs", "message"),
[
(
{"workspace": " ", "project": "setup", "project_id": None},
"workspace must not be empty",
),
(
{"workspace": "docs/setup", "project": "setup", "project_id": None},
"workspace must be a single workspace",
),
(
{"workspace": "docs", "project": "setup", "project_id": "project-id"},
"workspace cannot be combined with project_id",
),
(
{"workspace": "docs", "project": None, "project_id": None},
"workspace requires an explicit project",
),
(
{"workspace": "docs", "project": "setup/install", "project_id": None},
"not both",
),
],
)
def test_edit_note_workspace_project_route_helper_rejects_invalid_inputs(
route_kwargs,
message,
):
"""Ambiguous workspace/project argument combinations should fail before routing."""
import importlib
edit_note_module = importlib.import_module("basic_memory.mcp.tools.edit_note")
with pytest.raises(ValueError, match=message):
edit_note_module._compose_workspace_project_route(**route_kwargs)
@pytest.mark.asyncio
async def test_edit_note_append_operation(client, test_project):
"""Test appending content to an existing note."""
# Create initial note
await write_note(
project=test_project.name,
title="Test Note",
directory="test",
content="# Test Note\nOriginal content here.",
)
# Append content
result = await edit_note(
project=test_project.name,
identifier="test/test-note",
operation="append",
content="\n## New Section\nAppended content here.",
)
assert isinstance(result, str)
assert "Edited note (append)" in result
assert f"project: {test_project.name}" in result
assert "file_path: test/Test Note.md" in result
assert f"permalink: {test_project.name}/test/test-note" in result
assert "Added 3 lines to end of note" in result
assert f"[Session: Using project '{test_project.name}']" in result
@pytest.mark.asyncio
async def test_edit_note_prepend_operation(client, test_project):
"""Test prepending content to an existing note."""
# Create initial note
await write_note(
project=test_project.name,
title="Meeting Notes",
directory="meetings",
content="# Meeting Notes\nExisting content.",
)
# Prepend content
result = await edit_note(
project=test_project.name,
identifier="meetings/meeting-notes",
operation="prepend",
content="## 2025-05-25 Update\nNew meeting notes.\n",
)
assert isinstance(result, str)
assert "Edited note (prepend)" in result
assert f"project: {test_project.name}" in result
assert "file_path: meetings/Meeting Notes.md" in result
assert f"permalink: {test_project.name}/meetings/meeting-notes" in result
assert "Added 3 lines to beginning of note" in result
assert f"[Session: Using project '{test_project.name}']" in result
@pytest.mark.asyncio
async def test_edit_note_find_replace_operation(client, test_project):
"""Test find and replace operation."""
# Create initial note with version info
await write_note(
project=test_project.name,
title="Config Document",
directory="config",
content="# Configuration\nVersion: v0.12.0\nSettings for v0.12.0 release.",
)
# Replace version - expecting 2 replacements
result = await edit_note(
project=test_project.name,
identifier="config/config-document",
operation="find_replace",
content="v0.13.0",
find_text="v0.12.0",
expected_replacements=2,
)
assert isinstance(result, str)
assert "Edited note (find_replace)" in result
assert f"project: {test_project.name}" in result
assert "file_path: config/Config Document.md" in result
assert "operation: Find and replace operation completed" in result
assert f"[Session: Using project '{test_project.name}']" in result
@pytest.mark.asyncio
async def test_edit_note_replace_section_operation(client, test_project):
"""Test replacing content under a specific section."""
# Create initial note with sections
await write_note(
project=test_project.name,
title="API Specification",
directory="specs",
content="# API Spec\n\n## Overview\nAPI overview here.\n\n## Implementation\nOld implementation details.\n\n## Testing\nTest info here.",
)
# Replace implementation section
result = await edit_note(
project=test_project.name,
identifier="specs/api-specification",
operation="replace_section",
content="New implementation approach using FastAPI.\nImproved error handling.\n",
section="## Implementation",
)
assert isinstance(result, str)
assert "Edited note (replace_section)" in result
assert f"project: {test_project.name}" in result
assert "file_path: specs/API Specification.md" in result
assert "Replaced content under section '## Implementation'" in result
assert f"[Session: Using project '{test_project.name}']" in result
@pytest.mark.asyncio
async def test_edit_note_nonexistent_note_find_replace(client, test_project):
"""Test find_replace on a note that doesn't exist - should return helpful guidance."""
result = await edit_note(
project=test_project.name,
identifier="nonexistent/note",
operation="find_replace",
content="replacement",
find_text="old text",
)
assert isinstance(result, str)
assert "# Edit Failed" in result
assert "search_notes" in result # Should suggest searching
assert "append" in result # Should suggest using append/prepend instead
@pytest.mark.asyncio
async def test_edit_note_nonexistent_note_replace_section(client, test_project):
"""Test replace_section on a note that doesn't exist - should return helpful guidance."""
result = await edit_note(
project=test_project.name,
identifier="nonexistent/note",
operation="replace_section",
content="new section content",
section="## Missing Section",
)
assert isinstance(result, str)
assert "# Edit Failed" in result
assert "search_notes" in result # Should suggest searching
@pytest.mark.asyncio
async def test_edit_note_append_creates_note_if_not_found(client, test_project):
"""append to a non-existent note should create it automatically."""
result = await edit_note(
project=test_project.name,
identifier="auto-created-note",
operation="append",
content="# New Note\n\nCreated via append.",
)
assert isinstance(result, str)
assert "Created note (append)" in result
assert "fileCreated: true" in result
assert f"project: {test_project.name}" in result
@pytest.mark.asyncio
async def test_edit_note_prepend_creates_note_if_not_found(client, test_project):
"""prepend to a non-existent note should create it automatically."""
result = await edit_note(
project=test_project.name,
identifier="auto-created-prepend",
operation="prepend",
content="# Prepended Note\n\nCreated via prepend.",
)
assert isinstance(result, str)
assert "Created note (prepend)" in result
assert "fileCreated: true" in result
assert f"project: {test_project.name}" in result
@pytest.mark.asyncio
async def test_edit_note_append_creates_with_directory_from_identifier(client, test_project):
"""Identifier 'conversations/my-note' should create in conversations/ directory."""
result = await edit_note(
project=test_project.name,
identifier="conversations/my-note",
operation="append",
content="# My Note\n\nCreated in conversations directory.",
)
assert isinstance(result, str)
assert "Created note (append)" in result
assert "fileCreated: true" in result
assert "conversations/" in result
@pytest.mark.asyncio
async def test_edit_note_append_creates_at_root_when_no_directory(client, test_project):
"""Identifier 'my-note' (no slash) should create at project root."""
result = await edit_note(
project=test_project.name,
identifier="root-level-note",
operation="append",
content="# Root Note\n\nCreated at root.",
)
assert isinstance(result, str)
assert "Created note (append)" in result
assert "fileCreated: true" in result
@pytest.mark.asyncio
async def test_edit_note_append_creates_json_format(client, test_project):
"""JSON output should include fileCreated: true when note is auto-created."""
result = await edit_note(
project=test_project.name,
identifier="json-auto-create",
operation="append",
content="# JSON Test\n\nAuto-created.",
output_format="json",
)
assert isinstance(result, dict)
assert result["fileCreated"] is True
assert result["title"] is not None
assert result["operation"] == "append"
@pytest.mark.asyncio
async def test_edit_note_existing_note_json_includes_file_created_false(client, test_project):
"""JSON output for editing an existing note should include fileCreated: false."""
# Create the note first
await write_note(
project=test_project.name,
title="Existing JSON Note",
directory="test",
content="# Existing Note\nOriginal content.",
)
result = await edit_note(
project=test_project.name,
identifier="test/existing-json-note",
operation="append",
content="\nAppended content.",
output_format="json",
)
assert isinstance(result, dict)
assert result["fileCreated"] is False
assert result["title"] == "Existing JSON Note"
assert result["operation"] == "append"
@pytest.mark.asyncio
async def test_edit_note_invalid_operation(client, test_project):
"""Test using an invalid operation."""
# Create a note first
await write_note(
project=test_project.name,
title="Test Note",
directory="test",
content="# Test\nContent here.",
)
with pytest.raises(ValueError) as exc_info:
await edit_note(
project=test_project.name,
identifier="test/test-note",
operation="invalid_op",
content="Some content",
)
assert "Invalid operation 'invalid_op'" in str(exc_info.value)
@pytest.mark.asyncio
async def test_edit_note_find_replace_missing_find_text(client, test_project):
"""Test find_replace operation without find_text parameter."""
# Create a note first
await write_note(
project=test_project.name,
title="Test Note",
directory="test",
content="# Test\nContent here.",
)
with pytest.raises(ValueError) as exc_info:
await edit_note(
project=test_project.name,
identifier="test/test-note",
operation="find_replace",
content="replacement",
)
assert "find_text parameter is required for find_replace operation" in str(exc_info.value)
@pytest.mark.asyncio
async def test_edit_note_replace_section_missing_section(client, test_project):
"""Test replace_section operation without section parameter."""
# Create a note first
await write_note(
project=test_project.name,
title="Test Note",
directory="test",
content="# Test\nContent here.",
)
with pytest.raises(ValueError) as exc_info:
await edit_note(
project=test_project.name,
identifier="test/test-note",
operation="replace_section",
content="new content",
)
assert "section parameter is required for section-based operations" in str(exc_info.value)
@pytest.mark.asyncio
async def test_edit_note_replace_section_nonexistent_section(client, test_project):
"""Test replacing a section that doesn't exist - should append it."""
# Create initial note without the target section
await write_note(
project=test_project.name,
title="Document",
directory="docs",
content="# Document\n\n## Existing Section\nSome content here.",
)
# Try to replace non-existent section
result = await edit_note(
project=test_project.name,
identifier="docs/document",
operation="replace_section",
content="New section content here.\n",
section="## New Section",
)
assert isinstance(result, str)
assert "Edited note (replace_section)" in result
assert f"project: {test_project.name}" in result
assert "file_path: docs/Document.md" in result
assert f"[Session: Using project '{test_project.name}']" in result
# Should succeed - the section gets appended if it doesn't exist
@pytest.mark.asyncio
async def test_edit_note_with_observations_and_relations(client, test_project):
"""Test editing a note that contains observations and relations."""
# Create note with semantic content
await write_note(
project=test_project.name,
title="Feature Spec",
directory="features",
content="# Feature Spec\n\n- [design] Initial design thoughts #architecture\n- implements [[Base System]]\n\nOriginal content.",
)
# Append more semantic content
result = await edit_note(
project=test_project.name,
identifier="features/feature-spec",
operation="append",
content="\n## Updates\n\n- [implementation] Added new feature #development\n- relates_to [[User Guide]]",
)
assert isinstance(result, str)
assert "Edited note (append)" in result
assert "## Observations" in result
assert "## Relations" in result
@pytest.mark.asyncio
async def test_edit_note_identifier_variations(client, test_project):
"""Test that various identifier formats work."""
# Create a note
await write_note(
project=test_project.name,
title="Test Document",
directory="docs",
content="# Test Document\nOriginal content.",
)
# Test different identifier formats
identifiers_to_test = [
"docs/test-document", # permalink
"Test Document", # title
"docs/Test Document", # folder/title
]
for identifier in identifiers_to_test:
result = await edit_note(
project=test_project.name,
identifier=identifier,
operation="append",
content=f"\n## Update via {identifier}",
)
assert isinstance(result, str)
assert "Edited note (append)" in result
assert f"project: {test_project.name}" in result
assert "file_path: docs/Test Document.md" in result
@pytest.mark.asyncio
async def test_edit_note_find_replace_no_matches(client, test_project):
"""Test find_replace when the find_text doesn't exist - should return error."""
# Create initial note
await write_note(
project=test_project.name,
title="Test Note",
directory="test",
content="# Test Note\nSome content here.",
)
# Try to replace text that doesn't exist - should fail with default expected_replacements=1
result = await edit_note(
project=test_project.name,
identifier="test/test-note",
operation="find_replace",
content="replacement",
find_text="nonexistent_text",
)
assert isinstance(result, str)
assert "# Edit Failed - Text Not Found" in result
assert "read_note" in result # Should suggest reading the note first
assert "Alternative approaches" in result # Should suggest alternatives
@pytest.mark.asyncio
async def test_edit_note_empty_content_operations(client, test_project):
"""Test operations with empty content."""
# Create initial note
await write_note(
project=test_project.name,
title="Test Note",
directory="test",
content="# Test Note\nOriginal content.",
)
# Test append with empty content
result = await edit_note(
project=test_project.name, identifier="test/test-note", operation="append", content=""
)
assert isinstance(result, str)
assert "Edited note (append)" in result
# Should still work, just adding empty content
@pytest.mark.asyncio
async def test_edit_note_find_replace_wrong_count(client, test_project):
"""Test find_replace when replacement count doesn't match expected."""
# Create initial note with version info
await write_note(
project=test_project.name,
title="Config Document",
directory="config",
content="# Configuration\nVersion: v0.12.0\nSettings for v0.12.0 release.",
)
# Try to replace expecting 1 occurrence, but there are actually 2
result = await edit_note(
project=test_project.name,
identifier="config/config-document",
operation="find_replace",
content="v0.13.0",
find_text="v0.12.0",
expected_replacements=1, # Wrong! There are actually 2 occurrences
)
assert isinstance(result, str)
assert "# Edit Failed - Wrong Replacement Count" in result
assert "Expected 1 occurrences" in result
assert "but found 2" in result
assert "Update expected_replacements" in result # Should suggest the fix
assert "expected_replacements=2" in result # Should suggest the exact fix
@pytest.mark.asyncio
async def test_edit_note_replace_section_multiple_sections(client, test_project):
"""Test replace_section with multiple sections having same header - should return helpful error."""
# Create note with duplicate section headers
await write_note(
project=test_project.name,
title="Sample Note",
directory="docs",
content="# Main Title\n\n## Section 1\nFirst instance\n\n## Section 2\nSome content\n\n## Section 1\nSecond instance",
)
# Try to replace section when multiple exist
result = await edit_note(
project=test_project.name,
identifier="docs/sample-note",
operation="replace_section",
content="New content",
section="## Section 1",
)
assert isinstance(result, str)
assert "# Edit Failed - Duplicate Section Headers" in result
assert "Multiple sections found" in result
assert "read_note" in result # Should suggest reading the note first
assert "Make headers unique" in result # Should suggest making headers unique
@pytest.mark.asyncio
async def test_edit_note_find_replace_empty_find_text(client, test_project):
"""Test find_replace with empty/whitespace find_text - should return helpful error."""
# Create initial note
await write_note(
project=test_project.name,
title="Test Note",
directory="test",
content="# Test Note\nSome content here.",
)
# Try with whitespace-only find_text - this should be caught by service validation
result = await edit_note(
project=test_project.name,
identifier="test/test-note",
operation="find_replace",
content="replacement",
find_text=" ", # whitespace only
)
assert isinstance(result, str)
assert "# Edit Failed" in result
# Should contain helpful guidance about the error
@pytest.mark.asyncio
async def test_edit_note_append_with_null_optional_fields(client, test_project):
"""Regression test: MCP clients may send explicit null for unused optional fields.
When an MCP client sends find_text=None, section=None, expected_replacements=None
for an append operation, the tool should accept them without validation errors.
"""
# Create initial note
await write_note(
project=test_project.name,
title="Null Fields Test",
directory="test",
content="# Null Fields Test\nOriginal content.",
)
# Call edit_note with explicit None for all optional fields (simulates MCP null)
result = await edit_note(
project=test_project.name,
identifier="test/null-fields-test",
operation="append",
content="\nAppended content.",
find_text=None,
section=None,
expected_replacements=None,
)
assert isinstance(result, str)
assert "Edited note (append)" in result
assert f"project: {test_project.name}" in result
assert "file_path: test/Null Fields Test.md" in result
assert f"[Session: Using project '{test_project.name}']" in result
@pytest.mark.asyncio
async def test_edit_note_preserves_permalink_when_frontmatter_missing(client, test_project):
"""Test that editing a note preserves the permalink when frontmatter doesn't contain one.
This is a regression test for issue #170 where edit_note would fail with a validation error
because the permalink was being set to None when the markdown file didn't have a permalink
in its frontmatter.
"""
# Create initial note
await write_note(
project=test_project.name,
title="Test Note",
directory="test",
content="# Test Note\nOriginal content here.",
)
# Verify the note was created with a permalink
first_result = await edit_note(
project=test_project.name,
identifier="test/test-note",
operation="append",
content="\nFirst edit.",
)
assert isinstance(first_result, str)
assert f"permalink: {test_project.name}/test/test-note" in first_result
# Perform another edit - this should preserve the permalink even if the
# file doesn't have a permalink in its frontmatter
second_result = await edit_note(
project=test_project.name,
identifier="test/test-note",
operation="append",
content="\nSecond edit.",
)
assert isinstance(second_result, str)
assert "Edited note (append)" in second_result
assert f"project: {test_project.name}" in second_result
assert f"permalink: {test_project.name}/test/test-note" in second_result
assert f"[Session: Using project '{test_project.name}']" in second_result
# The edit should succeed without validation errors
@pytest.mark.asyncio
async def test_edit_note_find_replace_rejects_fuzzy_match(client, test_project):
"""find_replace must reject nonexistent identifiers, not fuzzy-match to a similar note."""
# Create two notes that could be fuzzy-matched
await write_note(
project=test_project.name,
title="Routing Test A",
directory="test",
content="# Routing Test A\nContent A.",
)
await write_note(
project=test_project.name,
title="Routing Test B",
directory="test",
content="# Routing Test B\nContent B.",
)
# Attempt to edit a nonexistent note — should error, not silently edit A or B
result = await edit_note(
project=test_project.name,
identifier="Routing Test NONEXISTENT",
operation="find_replace",
content="replaced",
find_text="Content",
)
assert isinstance(result, str)
assert "# Edit Failed" in result
# Verify neither A nor B was modified
content_a = await read_note("Routing Test A", project=test_project.name)
assert "Content A" in content_a
content_b = await read_note("Routing Test B", project=test_project.name)
assert "Content B" in content_b
@pytest.mark.asyncio
async def test_edit_note_append_autocreate_not_fuzzy_match(client, test_project):
"""append to a nonexistent note should auto-create it, not fuzzy-match an existing note."""
await write_note(
project=test_project.name,
title="Existing Note Alpha",
directory="test",
content="# Existing Note Alpha\nOriginal content.",
)
# Append to a nonexistent note — should create a new note, not edit "Existing Note Alpha"
result = await edit_note(
project=test_project.name,
identifier="Existing Note ZZZZZ",
operation="append",
content="# New Note\nBrand new content.",
)
assert isinstance(result, str)
assert "Created note (append)" in result
assert "fileCreated: true" in result
# Verify original note was NOT modified
content = await read_note("Existing Note Alpha", project=test_project.name)
assert "Original content" in content
assert "Brand new content" not in content
@pytest.mark.asyncio
async def test_edit_note_insert_before_section_operation(client, test_project):
"""Test inserting content before a section heading."""
# Create initial note with sections
await write_note(
project=test_project.name,
title="Insert Before Doc",
directory="docs",
content="# Doc\n\n## Overview\nOverview content.\n\n## Details\nDetail content.",
)
result = await edit_note(
project=test_project.name,
identifier="docs/insert-before-doc",
operation="insert_before_section",
content="--- inserted divider ---",
section="## Details",
)
assert isinstance(result, str)
assert "Edited note (insert_before_section)" in result
assert f"project: {test_project.name}" in result
assert "Inserted content before section '## Details'" in result
assert f"[Session: Using project '{test_project.name}']" in result
@pytest.mark.asyncio
async def test_edit_note_insert_after_section_operation(client, test_project):
"""Test inserting content after a section heading."""
# Create initial note with sections
await write_note(
project=test_project.name,
title="Insert After Doc",
directory="docs",
content="# Doc\n\n## Overview\nOverview content.\n\n## Details\nDetail content.",
)
result = await edit_note(
project=test_project.name,
identifier="docs/insert-after-doc",
operation="insert_after_section",
content="Inserted after overview heading",
section="## Overview",
)
assert isinstance(result, str)
assert "Edited note (insert_after_section)" in result
assert f"project: {test_project.name}" in result
assert "Inserted content after section '## Overview'" in result
assert f"[Session: Using project '{test_project.name}']" in result
@pytest.mark.asyncio
async def test_edit_note_insert_before_section_missing_section(client, test_project):
"""Test insert_before_section without section parameter raises ValueError."""
await write_note(
project=test_project.name,
title="Test Note",
directory="test",
content="# Test\nContent here.",
)
with pytest.raises(ValueError, match="section parameter is required"):
await edit_note(
project=test_project.name,
identifier="test/test-note",
operation="insert_before_section",
content="new content",
)
@pytest.mark.asyncio
async def test_edit_note_insert_before_section_not_found(client, test_project):
"""Test insert_before_section when section doesn't exist returns error."""
await write_note(
project=test_project.name,
title="Test Note",
directory="test",
content="# Test\n\n## Existing\nContent here.",
)
result = await edit_note(
project=test_project.name,
identifier="test/test-note",
operation="insert_before_section",
content="new content",
section="## Nonexistent",
)
assert isinstance(result, str)
assert "# Edit Failed" in result
@pytest.mark.asyncio
async def test_edit_note_detects_project_from_memory_url(client, test_project):
"""edit_note should detect project from memory:// URL prefix when project=None."""
# Create a note first
await write_note(
project=test_project.name,
title="URL Detection Note",
directory="test",
content="# URL Detection Note\nOriginal content.",
)
# Edit using memory:// URL with project=None — should auto-detect project
# The memory URL uses the permalink (which includes project prefix)
result = await edit_note(
identifier=f"memory://{test_project.name}/test/url-detection-note",
operation="append",
content="\nAppended via memory URL.",
project=None,
)
assert isinstance(result, str)
# Should route to the correct project and succeed (either edit or create)
assert f"project: {test_project.name}" in result
@pytest.mark.asyncio
async def test_edit_note_workspace_qualified_memory_url_keeps_complete_permalink(
client,
test_project,
):
from basic_memory.workspace_context import workspace_permalink_context
expected_permalink = f"team-paul/{test_project.name}/team/tool-edit-note"
with workspace_permalink_context(workspace_slug="team-paul", workspace_type="organization"):
await write_note(
project=test_project.name,
title="Tool Edit Note",
directory="team",
content="# Tool Edit Note\nOriginal content.",
)
result = await edit_note(
project=test_project.name,
identifier=f"memory://{expected_permalink}",
operation="append",
content="\nAppended in team workspace.",
)
assert isinstance(result, str)
assert "Edited note (append)" in result
assert f"permalink: {expected_permalink}" in result
@pytest.mark.asyncio
async def test_edit_note_workspace_qualified_plain_permalink_requires_explicit_route(
monkeypatch,
test_project,
):
"""Plain workspace-qualified write identifiers should stop before mutating."""
import importlib
from contextlib import asynccontextmanager
edit_note_module = importlib.import_module("basic_memory.mcp.tools.edit_note")
workspace_slug = "team-acme"
qualified_identifier = f"{workspace_slug}/{test_project.name}/team/plain-edit-note"
detected_identifiers: list[str] = []
async def detect_workspace_project(identifier, config, context=None):
detected_identifiers.append(identifier)
return f"{workspace_slug}/{test_project.name}"
@asynccontextmanager
async def fail_if_called(*args, **kwargs):
raise AssertionError("ambiguous plain identifiers should not select a project client")
yield
monkeypatch.setattr(
edit_note_module,
"_workspace_identifier_discovery_available",
lambda identifier, config: True,
)
monkeypatch.setattr(
edit_note_module,
"detect_project_from_workspace_identifier_prefix",
detect_workspace_project,
raising=False,
)
monkeypatch.setattr(edit_note_module, "get_project_client", fail_if_called)
result = await edit_note(
identifier=qualified_identifier,
operation="append",
content="\nAppended via plain workspace-qualified permalink.",
project=None,
)
assert detected_identifiers == [qualified_identifier]
assert isinstance(result, str)
assert "# Edit Failed - Ambiguous Identifier" in result
assert f"`{qualified_identifier}` could refer to a local note path" in result
assert f'project="{workspace_slug}/{test_project.name}"' in result
assert f"memory://{qualified_identifier}" in result
@pytest.mark.asyncio
async def test_edit_note_workspace_qualified_plain_permalink_json_error(
monkeypatch,
test_project,
):
"""Ambiguous plain write identifiers should stay machine-readable in JSON mode."""
import importlib
edit_note_module = importlib.import_module("basic_memory.mcp.tools.edit_note")
workspace_slug = "team-acme"
qualified_identifier = f"{workspace_slug}/{test_project.name}/team/plain-edit-note"
async def detect_workspace_project(identifier, config, context=None):
assert identifier == qualified_identifier
return f"{workspace_slug}/{test_project.name}"
monkeypatch.setattr(
edit_note_module,
"_workspace_identifier_discovery_available",
lambda identifier, config: True,
)
monkeypatch.setattr(
edit_note_module,
"detect_project_from_workspace_identifier_prefix",
detect_workspace_project,
raising=False,
)
result = await edit_note(
identifier=qualified_identifier,
operation="append",
content="\nAppended via plain workspace-qualified permalink.",
output_format="json",
project=None,
)
assert isinstance(result, dict)
assert result["error"] == "AMBIGUOUS_IDENTIFIER"
assert result["project"] == f"{workspace_slug}/{test_project.name}"
assert result["fileCreated"] is False
@pytest.mark.asyncio
async def test_edit_note_ambiguous_namespace_identifier_returns_guidance(
monkeypatch,
test_project,
):
"""Namespace-style workspace identifiers should still return ambiguity guidance."""
import importlib
edit_note_module = importlib.import_module("basic_memory.mcp.tools.edit_note")
workspace_slug = "team-acme"
identifier = f"{workspace_slug}::{test_project.name}/team/plain-edit-note"
normalized_identifier = f"{workspace_slug}/{test_project.name}/team/plain-edit-note"
async def detect_workspace_project(raw_identifier, config, context=None):
assert raw_identifier == identifier
return f"{workspace_slug}/{test_project.name}"
monkeypatch.setattr(
edit_note_module,
"_workspace_identifier_discovery_available",
lambda identifier, config: True,
)
monkeypatch.setattr(
edit_note_module,
"detect_project_from_workspace_identifier_prefix",
detect_workspace_project,
raising=False,
)
result = await edit_note(
identifier=identifier,
operation="append",
content="\nAppended via namespace-style plain identifier.",
project=None,
)
assert isinstance(result, str)
assert "# Edit Failed - Ambiguous Identifier" in result
assert f"`{identifier}` could refer to a local note path" in result
assert f"memory://{normalized_identifier}" in result
@pytest.mark.asyncio
async def test_edit_note_workspace_project_args_compose_explicit_route(monkeypatch):
"""workspace plus project should route like project='workspace/project'."""
from contextlib import asynccontextmanager
from types import SimpleNamespace
import importlib
edit_note_module = importlib.import_module("basic_memory.mcp.tools.edit_note")
captured_routes: list[tuple[str | None, str | None]] = []
@asynccontextmanager
async def fake_get_project_client(project, context=None, project_id=None):
captured_routes.append((project, project_id))
yield object(), SimpleNamespace(name="setup")
monkeypatch.setattr(edit_note_module, "get_project_client", fake_get_project_client)
with pytest.raises(ValueError, match="Invalid operation"):
await edit_note(
identifier="install",
operation="invalid",
content="content",
workspace="docs",
project="setup",
)
assert captured_routes == [("docs/setup", None)]
@pytest.mark.asyncio
async def test_edit_note_plain_workspace_route_returns_guidance_with_local_config(
monkeypatch,
config_manager,
test_project,
):
"""Mixed local+cloud configs should still stop ambiguous plain write routes."""
from contextlib import asynccontextmanager
import importlib
import basic_memory.mcp.project_context as project_context
from basic_memory.config import ProjectEntry
from basic_memory.mcp.project_context import (
WorkspaceProjectEntry,
_build_workspace_project_index,
)
from basic_memory.schemas.cloud import WorkspaceInfo
from basic_memory.schemas.project_info import ProjectItem
edit_note_module = importlib.import_module("basic_memory.mcp.tools.edit_note")
config = config_manager.load_config()
config.projects["hermes-memory"] = ProjectEntry(
path=str(config_manager.config_dir.parent / "hermes-memory")
)
config.cloud_api_key = "bmc_test123"
config_manager.save_config(config)
personal = WorkspaceInfo(
tenant_id="personal-tenant",
workspace_type="personal",
slug="personal",
name="Personal",
role="owner",
is_default=True,
)
index = _build_workspace_project_index(
(personal,),
(
WorkspaceProjectEntry(
workspace=personal,
project=ProjectItem(
id=1,
external_id="11111111-1111-1111-1111-111111111111",
name="main",
path="/tmp/main",
is_default=False,
),
),
),
)
async def fake_index(context=None):
return index
@asynccontextmanager
async def fail_if_called(*args, **kwargs):
raise AssertionError("ambiguous plain identifiers should not select a project client")
yield
monkeypatch.setattr(project_context, "_ensure_workspace_project_index", fake_index)
monkeypatch.setattr("basic_memory.mcp.async_client.is_factory_mode", lambda: False)
monkeypatch.setattr("basic_memory.mcp.async_client._explicit_routing", lambda: False)
monkeypatch.setattr("basic_memory.mcp.async_client._force_local_mode", lambda: False)
monkeypatch.setattr(edit_note_module, "get_project_client", fail_if_called)
result = await edit_note(
identifier="personal/main/team/plain-edit-note",
operation="append",
content="\nAppended via plain workspace-qualified permalink.",
project=None,
)
assert isinstance(result, str)
assert "# Edit Failed - Ambiguous Identifier" in result
assert 'project="personal/main"' in result
@pytest.mark.asyncio
async def test_edit_note_three_segment_plain_path_stays_local_without_workspace_discovery(
monkeypatch,
client,
test_project,
):
"""Three-segment local paths should stay on the active project without discovery."""
import importlib
edit_note_module = importlib.import_module("basic_memory.mcp.tools.edit_note")
await write_note(
project=test_project.name,
title="Local Three Segment",
directory="folder/subdir",
content="# Local Three Segment\nOriginal content.",
)
async def fail_if_called(*args, **kwargs):
raise AssertionError("local three-segment paths should not trigger workspace detection")
monkeypatch.setattr(
edit_note_module,
"_workspace_identifier_discovery_available",
lambda identifier, config: False,
)
monkeypatch.setattr(
edit_note_module,
"detect_project_from_workspace_identifier_prefix",
fail_if_called,
)
result = await edit_note(
identifier="folder/subdir/local-three-segment",
operation="append",
content="\nAppended locally.",
project=None,
)
assert isinstance(result, str)
assert "Edited note (append)" in result
assert f"project: {test_project.name}" in result
updated = await read_note(
identifier="folder/subdir/local-three-segment",
project=test_project.name,
)
assert "Appended locally." in updated
@pytest.mark.asyncio
async def test_edit_note_skips_detection_for_plain_path(client, test_project):
"""edit_note should NOT call detect_project_from_url_prefix for plain path identifiers.
A plain path like 'research/note' should not be misrouted to a project
named 'research' — the 'research' segment is a directory, not a project.
"""
with (
patch("basic_memory.mcp.tools.edit_note.detect_project_from_memory_url_prefix") as mock_url,
patch(
"basic_memory.mcp.tools.edit_note.detect_project_from_workspace_identifier_prefix"
) as mock_workspace,
):
# Use a plain path (no memory:// prefix) — detection should not be called
await edit_note(
identifier="test/some-note",
operation="append",
content="content",
project=None,
)
mock_url.assert_not_called()
mock_workspace.assert_not_called()
@pytest.mark.asyncio
async def test_edit_note_skips_detection_when_project_provided(client, test_project):
"""edit_note should skip URL detection when project is explicitly provided."""
with (
patch("basic_memory.mcp.tools.edit_note.detect_project_from_memory_url_prefix") as mock_url,
patch(
"basic_memory.mcp.tools.edit_note.detect_project_from_workspace_identifier_prefix"
) as mock_workspace,
):
await edit_note(
identifier=f"memory://{test_project.name}/test/some-note",
operation="append",
content="content",
project=test_project.name,
)
mock_url.assert_not_called()
mock_workspace.assert_not_called()
@pytest.mark.asyncio
async def test_edit_note_skips_detection_when_project_id_provided(
monkeypatch,
client,
test_project,
):
"""project_id is authoritative, so memory URL discovery must not run first."""
await write_note(
project=test_project.name,
title="Project ID Memory URL Edit",
directory="test",
content="# Project ID Memory URL Edit\nOriginal content.",
)
async def fail_if_called(*args, **kwargs):
raise AssertionError("project_id routing should bypass URL discovery")
import importlib
edit_note_module = importlib.import_module("basic_memory.mcp.tools.edit_note")
monkeypatch.setattr(edit_note_module, "detect_project_from_memory_url_prefix", fail_if_called)
monkeypatch.setattr(
edit_note_module,
"detect_project_from_workspace_identifier_prefix",
fail_if_called,
)
result = await edit_note(
identifier=f"memory://{test_project.name}/test/project-id-memory-url-edit",
project_id=test_project.external_id,
operation="append",
content="\nAppended via project_id.",
)
assert isinstance(result, str)
assert "Edited note (append)" in result
assert f"project: {test_project.name}" in result
@pytest.mark.asyncio
async def test_edit_note_find_replace_recovers_file_on_disk_not_indexed(client, test_project):
"""find_replace should index and edit a file written directly to disk (#581)."""
note_path = Path(test_project.path) / "notes" / "disk-note.md"
note_path.parent.mkdir(parents=True, exist_ok=True)
note_path.write_text("# Disk Note\n\nstatus: draft\n", encoding="utf-8")
result = await edit_note(
project=test_project.name,
identifier="notes/disk-note",
operation="find_replace",
content="status: final",
find_text="status: draft",
)
assert isinstance(result, str)
assert "Edited note (find_replace)" in result
assert "status: final" in note_path.read_text(encoding="utf-8")
@pytest.mark.asyncio
async def test_edit_note_recovers_identifier_with_md_extension(client, test_project):
"""An identifier already ending in .md should recover via the exact file path (#581)."""
note_path = Path(test_project.path) / "notes" / "exact-path.md"
note_path.parent.mkdir(parents=True, exist_ok=True)
note_path.write_text("# Exact Path\n\nversion: v1\n", encoding="utf-8")
result = await edit_note(
project=test_project.name,
identifier="notes/exact-path.md",
operation="find_replace",
content="version: v2",
find_text="version: v1",
)
assert isinstance(result, str)
assert "Edited note (find_replace)" in result
assert "version: v2" in note_path.read_text(encoding="utf-8")
@pytest.mark.asyncio
async def test_edit_note_recovers_identifier_with_markdown_extension(client, test_project):
"""A .markdown identifier must recover via the exact path, not '<path>.markdown.md' (#581)."""
note_path = Path(test_project.path) / "notes" / "alt-suffix.markdown"
note_path.parent.mkdir(parents=True, exist_ok=True)
note_path.write_text("# Alt Suffix\n\nstate: pending\n", encoding="utf-8")
result = await edit_note(
project=test_project.name,
identifier="notes/alt-suffix.markdown",
operation="find_replace",
content="state: done",
find_text="state: pending",
)
assert isinstance(result, str)
assert "Edited note (find_replace)" in result
assert "state: done" in note_path.read_text(encoding="utf-8")
@pytest.mark.asyncio
async def test_edit_note_refuses_ignored_on_disk_file(client, test_project):
"""An on-disk file matched by .gitignore must be refused, not shadowed by auto-create."""
project_path = Path(test_project.path)
(project_path / ".gitignore").write_text("private/\n", encoding="utf-8")
note_path = project_path / "private" / "secret.md"
note_path.parent.mkdir(parents=True, exist_ok=True)
original_content = "# Secret\n\nGitignored content.\n"
note_path.write_text(original_content, encoding="utf-8")
result = await edit_note(
project=test_project.name,
identifier="private/secret",
operation="append",
content="\nShould never be written.",
)
assert isinstance(result, str)
assert "ignore rules" in result
assert "will not be edited" in result
assert "Edited note" not in result
assert "Created note" not in result
# The ignored file is untouched and auto-create did not shadow it with a new entity
assert note_path.read_text(encoding="utf-8") == original_content
assert [entry.name for entry in (project_path / "private").iterdir()] == ["secret.md"]
@pytest.mark.asyncio
async def test_edit_note_append_recovers_file_on_disk_instead_of_autocreate(client, test_project):
"""append to an unindexed on-disk file should edit it, not auto-create a replacement (#581)."""
note_path = Path(test_project.path) / "notes" / "disk-append.md"
note_path.parent.mkdir(parents=True, exist_ok=True)
note_path.write_text("# Disk Append\n\nOriginal disk content.\n", encoding="utf-8")
result = await edit_note(
project=test_project.name,
identifier="notes/disk-append",
operation="append",
content="\nAppended line.",
)
assert isinstance(result, str)
assert "Edited note (append)" in result
assert "Created note" not in result
final_content = note_path.read_text(encoding="utf-8")
assert "Original disk content." in final_content
assert "Appended line." in final_content
@pytest.mark.asyncio
async def test_edit_note_append_recovers_markdown_suffix_file_from_stem(client, test_project):
"""A stem identifier for an on-disk .markdown file edits it, not auto-creates .md (#581).
Recovery probes the identifier as-is, then '.md', then '.markdown'; without the
'.markdown' probe, append would auto-create 'notes/alt-stem.md' next to the real
file instead of editing it.
"""
note_path = Path(test_project.path) / "notes" / "alt-stem.markdown"
note_path.parent.mkdir(parents=True, exist_ok=True)
note_path.write_text("# Alt Stem\n\nOriginal markdown-suffix content.\n", encoding="utf-8")
result = await edit_note(
project=test_project.name,
identifier="notes/alt-stem",
operation="append",
content="\nAppended line.",
)
assert isinstance(result, str)
assert "Edited note (append)" in result
assert "Created note" not in result
final_content = note_path.read_text(encoding="utf-8")
assert "Original markdown-suffix content." in final_content
assert "Appended line." in final_content
# The real file was edited in place; no shadow .md entity was created beside it
assert [entry.name for entry in note_path.parent.iterdir()] == ["alt-stem.markdown"]
@pytest.mark.asyncio
async def test_edit_note_append_recovers_wrong_cased_identifier(client, test_project):
"""A wrong-cased identifier edits the canonical on-disk file after recovery (#581).
The sync-file endpoint canonicalizes casing by matching real directory entries,
so syncing 'notes/Disk-Note.md' indexes 'notes/disk-note.md' identically on
case-sensitive (CI) and case-insensitive (macOS) filesystems — no filesystem
probe is needed here. The regression: the retry used to strictly re-resolve the
raw wrong-cased identifier, which can miss the just-indexed canonical entity;
the fix returns the entity identity straight from the sync-file response.
"""
note_path = Path(test_project.path) / "notes" / "disk-note.md"
note_path.parent.mkdir(parents=True, exist_ok=True)
note_path.write_text("# Disk Note\n\nOriginal cased content.\n", encoding="utf-8")
result = await edit_note(
project=test_project.name,
identifier="notes/Disk-Note",
operation="append",
content="\nAppended line.",
)
assert isinstance(result, str)
assert "Edited note (append)" in result
assert "Created note" not in result
final_content = note_path.read_text(encoding="utf-8")
assert "Original cased content." in final_content
assert "Appended line." in final_content
# The canonical file was edited; no wrong-cased duplicate was created beside it
assert [entry.name for entry in note_path.parent.iterdir()] == ["disk-note.md"]
@pytest.mark.asyncio
async def test_resolve_after_disk_recovery_falls_back_to_strict_resolve():
"""Older servers that omit external_id from sync-file trigger a strict re-resolve.
The recovery path prefers the entity identity from the sync-file response; when a
server predates that field, the only safe option is a strict re-resolve of the
raw identifier (which fails loudly on a miss instead of guessing).
"""
def handler(request: httpx.Request) -> httpx.Response:
if request.url.path.endswith("/sync-file"):
return httpx.Response(
200,
json={
"permalink": "notes/old-server-note",
"title": "Old Server Note",
"file_path": "notes/old-server-note.md",
"note_type": "note",
"content_type": "text/markdown",
"observations": [],
"relations": [],
"created_at": "2024-01-01T00:00:00",
"updated_at": "2024-01-01T00:00:00",
},
)
assert request.url.path.endswith("/resolve")
return httpx.Response(200, json={"external_id": "resolved-entity-uuid"})
transport = httpx.MockTransport(handler)
async with httpx.AsyncClient(transport=transport, base_url="http://test") as http_client:
knowledge_client = KnowledgeClient(http_client, "project-external-id")
result = await _resolve_after_disk_recovery(knowledge_client, "notes/old-server-note")
assert result == "resolved-entity-uuid"
@pytest.mark.asyncio
async def test_resolve_after_disk_recovery_propagates_unexpected_errors():
"""Server-side failures during disk recovery must not be masked as a not-found miss.
Only 400/404 sync-file rejections mean "nothing to recover"; a 500 (or auth
failure) would otherwise be swallowed and edit_note would continue into
auto-create with a misleading not-found error.
"""
def server_error(request: httpx.Request) -> httpx.Response:
return httpx.Response(500, json={"detail": "boom"})
transport = httpx.MockTransport(server_error)
async with httpx.AsyncClient(transport=transport, base_url="http://test") as http_client:
knowledge_client = KnowledgeClient(http_client, "project-external-id")
with pytest.raises(ToolError, match="boom"):
await _resolve_after_disk_recovery(knowledge_client, "notes/unlucky-note")
@pytest.mark.asyncio
async def test_edit_note_append_traversal_identifier_is_blocked(client, test_project):
"""A traversal identifier must be rejected by both disk recovery and auto-create."""
result = await edit_note(
project=test_project.name,
identifier="../escape-note",
operation="append",
content="should never be written",
)
assert isinstance(result, str)
assert "# Error" in result
assert "paths must stay within project boundaries" in result
assert not (Path(test_project.path).parent / "escape-note.md").exists()
@pytest.mark.asyncio
async def test_edit_note_append_traversal_identifier_json_error(client, test_project):
"""JSON mode reports a structured security error for traversal identifiers."""
result = await edit_note(
project=test_project.name,
identifier="../escape-json-note",
operation="append",
content="should never be written",
output_format="json",
)
assert isinstance(result, dict)
assert result["error"] == "SECURITY_VALIDATION_ERROR"
assert result["fileCreated"] is False