basic-memory 0.13.0b4__tar.gz → 0.13.0b6__tar.gz

{basic_memory-0.13.0b4 → basic_memory-0.13.0b6}/.claude/commands/commands.md

@@ -54,9 +54,9 @@ Each command is implemented as a Markdown file containing structured prompts tha
 ## Tooling Integration
 
 Commands leverage existing project tooling:
-- `make check` - Quality checks
-- `make test` - Test suite
-- `make update-deps` - Dependency updates  
+- `just check` - Quality checks
+- `just test` - Test suite
+- `just update-deps` - Dependency updates  
 - `uv` - Package management
 - `git` - Version control
 - GitHub Actions - CI/CD pipeline

{basic_memory-0.13.0b4 → basic_memory-0.13.0b6}/.claude/commands/release/beta.md

@@ -20,9 +20,9 @@ You are an expert release manager for the Basic Memory project. When the user ru
 3. Get the latest beta tag to determine next version if not provided
 
 ### Step 2: Quality Assurance
-1. Run `make check` to ensure code quality
+1. Run `just check` to ensure code quality
 2. If any checks fail, report issues and stop
-3. Run `make update-deps` to ensure latest dependencies
+3. Run `just update-deps` to ensure latest dependencies
 4. Commit any dependency updates with proper message
 
 ### Step 3: Version Determination
@@ -62,7 +62,7 @@ Monitor release: https://github.com/basicmachines-co/basic-memory/actions
 ```
 
 ## Context
-- Use the existing Makefile targets (`make check`, `make update-deps`)
+- Use the existing justfile targets (`just check`, `just update-deps`)
 - Follow semantic versioning for beta releases
 - Maintain release notes in CHANGELOG.md
 - Use conventional commit messages

{basic_memory-0.13.0b4 → basic_memory-0.13.0b6}/.claude/commands/release/release-check.md

@@ -28,7 +28,7 @@ You are an expert QA engineer for the Basic Memory project. When the user runs `
 ### Step 2: Code Quality Gates
 1. **Test Suite Validation**
    ```bash
-   make test
+   just test
    ```
    - All tests must pass
    - Check test coverage (target: 95%+)
@@ -36,8 +36,8 @@ You are an expert QA engineer for the Basic Memory project. When the user runs `
 
 2. **Code Quality Checks**
    ```bash
-   make lint
-   make type-check
+   just lint
+   just type-check
    ```
    - No linting errors
    - No type checking errors

{basic_memory-0.13.0b4 → basic_memory-0.13.0b6}/.claude/commands/release/release.md

@@ -21,7 +21,7 @@ You are an expert release manager for the Basic Memory project. When the user ru
 4. Confirm no existing tag with this version
 
 ### Step 2: Comprehensive Quality Checks
-1. Run `make check` (lint, format, type-check, full test suite)
+1. Run `just check` (lint, format, type-check, full test suite)
 2. Verify test coverage meets minimum requirements (95%+)
 3. Check that CHANGELOG.md contains entry for this version
 4. Validate all high-priority issues are closed

{basic_memory-0.13.0b4 → basic_memory-0.13.0b6}/.claude/commands/test-live.md

@@ -12,7 +12,8 @@ Execute comprehensive real-world testing of Basic Memory using the installed ver
 
 ## Implementation
 
-You are an expert QA engineer conducting live testing of Basic Memory. When the user runs `/project:test-live`, execute comprehensive testing following the TESTING.md methodology:
+You are an expert QA engineer conducting live testing of Basic Memory. 
+When the user runs `/project:test-live`, execute comprehensive testing following the TESTING.md methodology:
 
 ### Pre-Test Setup
 
@@ -22,12 +23,17 @@ You are an expert QA engineer conducting live testing of Basic Memory. When the
    - Test MCP connection and tool availability
 
 2. **Test Project Creation**
+
+Run the bash `date` command to get the current date/time. 
+
    ```
    Create project: "basic-memory-testing-[timestamp]"
    Location: ~/basic-memory-testing-[timestamp]
    Purpose: Record all test observations and results
    ```
 
+Make sure to switch to the newly created project with the `switch_project()` tool.
+
 3. **Baseline Documentation**
    Create initial test session note with:
    - Test environment details
@@ -52,6 +58,13 @@ Test all fundamental MCP tools systematically:
 - Notes with complex formatting
 - Performance with large notes
 
+**view_note Tests:**
+- View notes as formatted artifacts (Claude Desktop)
+- Title extraction from frontmatter and headings
+- Unicode and emoji content in artifacts
+- Error handling for non-existent notes
+- Artifact display quality and readability
+
 **search_notes Tests:**
 - Simple text queries
 - Tag-based searches 

basic_memory-0.13.0b6/.github/workflows/claude.yml

@@ -0,0 +1,114 @@
+name: Claude Code
+
+on:
+  issue_comment:
+    types: [created]
+  pull_request_review_comment:
+    types: [created]
+  issues:
+    types: [opened, assigned]
+  pull_request_review:
+    types: [submitted]
+
+jobs:
+  claude:
+    if: |
+      (github.event_name == 'issue_comment' && contains(github.event.comment.body, '@claude')) ||
+      (github.event_name == 'pull_request_review_comment' && contains(github.event.comment.body, '@claude')) ||
+      (github.event_name == 'pull_request_review' && contains(github.event.review.body, '@claude')) ||
+      (github.event_name == 'issues' && (contains(github.event.issue.body, '@claude') || contains(github.event.issue.title, '@claude')))
+
+    runs-on: ubuntu-latest
+    permissions:
+      contents: read
+      pull-requests: read
+      issues: read
+      id-token: write
+    steps:
+      - name: Check user permissions
+        id: check_membership
+        uses: actions/github-script@v7
+        with:
+          script: |
+            let actor;
+            if (context.eventName === 'issue_comment') {
+              actor = context.payload.comment.user.login;
+            } else if (context.eventName === 'pull_request_review_comment') {
+              actor = context.payload.comment.user.login;
+            } else if (context.eventName === 'pull_request_review') {
+              actor = context.payload.review.user.login;
+            } else if (context.eventName === 'issues') {
+              actor = context.payload.issue.user.login;
+            }
+            
+            console.log(`Checking permissions for user: ${actor}`);
+            
+            // List of explicitly allowed users (organization members)
+            const allowedUsers = [
+              'phernandez',
+              'groksrc',
+              'nellins',
+              'bm-claudeai'
+            ];
+            
+            if (allowedUsers.includes(actor)) {
+              console.log(`User ${actor} is in the allowed list`);
+              core.setOutput('is_member', true);
+              return;
+            }
+            
+            // Fallback: Check if user has repository permissions
+            try {
+              const collaboration = await github.rest.repos.getCollaboratorPermissionLevel({
+                owner: context.repo.owner,
+                repo: context.repo.repo,
+                username: actor
+              });
+              
+              const permission = collaboration.data.permission;
+              console.log(`User ${actor} has permission level: ${permission}`);
+              
+              // Allow if user has push access or higher (write, maintain, admin)
+              const allowed = ['write', 'maintain', 'admin'].includes(permission);
+              
+              core.setOutput('is_member', allowed);
+              
+              if (!allowed) {
+                core.notice(`User ${actor} does not have sufficient repository permissions (has: ${permission})`);
+              }
+            } catch (error) {
+              console.log(`Error checking permissions: ${error.message}`);
+              
+              // Final fallback: Check if user is a public member of the organization
+              try {
+                const membership = await github.rest.orgs.getMembershipForUser({
+                  org: 'basicmachines-co',
+                  username: actor
+                });
+                
+                const allowed = membership.data.state === 'active';
+                core.setOutput('is_member', allowed);
+                
+                if (!allowed) {
+                  core.notice(`User ${actor} is not a public member of basicmachines-co organization`);
+                }
+              } catch (membershipError) {
+                console.log(`Error checking organization membership: ${membershipError.message}`);
+                core.setOutput('is_member', false);
+                core.notice(`User ${actor} does not have access to this repository`);
+              }
+            }
+
+      - name: Checkout repository
+        if: steps.check_membership.outputs.is_member == 'true'
+        uses: actions/checkout@v4
+        with:
+          fetch-depth: 1
+
+      - name: Run Claude Code
+        if: steps.check_membership.outputs.is_member == 'true'
+        id: claude
+        uses: anthropics/claude-code-action@beta
+        with:
+          anthropic_api_key: ${{ secrets.ANTHROPIC_API_KEY }}
+          allowed_tools: Bash(uv run pytest),Bash(uv run ruff check . --fix),Bash(uv run ruff format .),Bash(uv run pyright),Bash(just test),Bash(just lint),Bash(just format),Bash(just type-check),Bash(just check),Read,Write,Edit,MultiEdit,Glob,Grep,LS

{basic_memory-0.13.0b4 → basic_memory-0.13.0b6}/.github/workflows/release.yml

@@ -32,17 +32,11 @@ jobs:
           uv sync
           uv build
 
-      - name: Verify version matches tag
+      - name: Verify build succeeded
         run: |
-          # Get version from built package
-          PACKAGE_VERSION=$(uv run python -c "import basic_memory; print(basic_memory.__version__)")
-          TAG_VERSION=${GITHUB_REF_NAME#v}  # Remove 'v' prefix from tag
-          echo "Package version: $PACKAGE_VERSION"
-          echo "Tag version: $TAG_VERSION"
-          if [ "$PACKAGE_VERSION" != "$TAG_VERSION" ]; then
-            echo "Version mismatch! Package: $PACKAGE_VERSION, Tag: $TAG_VERSION"
-            exit 1
-          fi
+          # Verify that build artifacts exist
+          ls -la dist/
+          echo "Build completed successfully"
 
       - name: Create GitHub Release
         uses: softprops/action-gh-release@v2

{basic_memory-0.13.0b4 → basic_memory-0.13.0b6}/.github/workflows/test.yml

@@ -35,6 +35,10 @@ jobs:
         run: |
           pip install uv
 
+      - name: Install just
+        run: |
+          curl --proto '=https' --tlsv1.2 -sSf https://just.systems/install.sh | bash -s -- --to /usr/local/bin
+
       - name: Create virtual env
         run: |
           uv venv
@@ -45,9 +49,9 @@ jobs:
 
       - name: Run type checks
         run: |
-          uv run make type-check
+          just type-check
 
       - name: Run tests
         run: |
           uv pip install pytest pytest-cov
-          uv run make test
+          just test

{basic_memory-0.13.0b4 → basic_memory-0.13.0b6}/.gitignore

@@ -42,7 +42,7 @@ ENV/
 
 # macOS
 .DS_Store
-/.coverage.*
+.coverage.*
 
 # obsidian docs:
 /docs/.obsidian/
@@ -52,4 +52,4 @@ ENV/
 
 # claude action
 claude-output
-**/.claude/settings.local.json
+**/.claude/settings.local.json

{basic_memory-0.13.0b4 → basic_memory-0.13.0b6}/CLAUDE.md

@@ -14,15 +14,15 @@ See the [README.md](README.md) file for a project overview.
 
 ### Build and Test Commands
 
-- Install: `make install` or `pip install -e ".[dev]"`
-- Run tests: `uv run pytest -p pytest_mock -v` or `make test`
+- Install: `just install` or `pip install -e ".[dev]"`
+- Run tests: `uv run pytest -p pytest_mock -v` or `just test`
 - Single test: `pytest tests/path/to/test_file.py::test_function_name`
-- Lint: `make lint` or `ruff check . --fix`
-- Type check: `make type-check` or `uv run pyright`
-- Format: `make format` or `uv run ruff format .`
-- Run all code checks: `make check` (runs lint, format, type-check, test)
-- Create db migration: `make migration m="Your migration message"`
-- Run development MCP Inspector: `make run-inspector`
+- Lint: `just lint` or `ruff check . --fix`
+- Type check: `just type-check` or `uv run pyright`
+- Format: `just format` or `uv run ruff format .`
+- Run all code checks: `just check` (runs lint, format, type-check, test)
+- Create db migration: `just migration "Your migration message"`
+- Run development MCP Inspector: `just run-inspector`
 
 ### Code Style Guidelines
 

{basic_memory-0.13.0b4 → basic_memory-0.13.0b6}/CONTRIBUTING.md

@@ -15,8 +15,8 @@ project and how to get started as a developer.
 
 2. **Install Dependencies**:
    ```bash
-   # Using make (recommended)
-   make install
+   # Using just (recommended)
+   just install
    
    # Or using uv
    uv install -e ".[dev]"
@@ -25,10 +25,12 @@ project and how to get started as a developer.
    pip install -e ".[dev]"
    ```
 
+   > **Note**: Basic Memory uses [just](https://just.systems) as a modern command runner. Install with `brew install just` or `cargo install just`.
+
 3. **Run the Tests**:
    ```bash
    # Run all tests
-   make test
+   just test
    # or
    uv run pytest -p pytest_mock -v
    
@@ -49,16 +51,16 @@ project and how to get started as a developer.
 4. **Check Code Quality**:
    ```bash
    # Run all checks at once
-   make check
+   just check
    
    # Or run individual checks
-   make lint      # Run linting
-   make format    # Format code
-   make type-check  # Type checking
+   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
-   make test
+   just test
    ```
 6. **Submit a PR**: Submit a pull request with a detailed description of your changes.
 

{basic_memory-0.13.0b4 → basic_memory-0.13.0b6}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: basic-memory
-Version: 0.13.0b4
+Version: 0.13.0b6
 Summary: Local-first knowledge management combining Zettelkasten with knowledge graphs
 Project-URL: Homepage, https://github.com/basicmachines-co/basic-memory
 Project-URL: Repository, https://github.com/basicmachines-co/basic-memory
@@ -25,10 +25,10 @@ Requires-Dist: pydantic-settings>=2.6.1
 Requires-Dist: pydantic[email,timezone]>=2.10.3
 Requires-Dist: pyjwt>=2.10.1
 Requires-Dist: pyright>=1.1.390
+Requires-Dist: pytest-aio>=1.9.0
 Requires-Dist: python-dotenv>=1.1.0
 Requires-Dist: python-frontmatter>=1.1.0
 Requires-Dist: pyyaml>=6.0.1
-Requires-Dist: qasync>=0.27.1
 Requires-Dist: rich>=13.9.4
 Requires-Dist: sqlalchemy>=2.0.0
 Requires-Dist: typer>=0.9.0

{basic_memory-0.13.0b4 → basic_memory-0.13.0b6}/RELEASE_NOTES_v0.13.0.md

@@ -8,6 +8,7 @@ Basic Memory v0.13.0 is a **major release** that transforms Basic Memory into a
 - 🎯 **Switch between projects instantly** during conversations with Claude
 - ✏️ **Edit notes incrementally** without rewriting entire documents
 - 📁 **Move and organize notes** with full database consistency
+- 📖 **View notes as formatted artifacts** for better readability in Claude Desktop
 - 🔍 **Search frontmatter tags** to discover content more easily
 - 🔐 **OAuth authentication** for secure remote access
 - ⚡ **Development builds** automatically published for beta testing
@@ -15,6 +16,7 @@ Basic Memory v0.13.0 is a **major release** that transforms Basic Memory into a
 **Key v0.13.0 Accomplishments:**
 - ✅ **Complete Project Management System** - Project switching and project-specific operations
 - ✅ **Advanced Note Editing** - Incremental editing with append, prepend, find/replace, and section operations  
+- ✅ **View Notes as Artifacts in Claude Desktop/Web** - Use the view_note tool to view a note as an artifact
 - ✅ **File Management System** - Full move operations with database consistency and rollback protection
 - ✅ **Enhanced Search Capabilities** - Frontmatter tags now searchable, improved content discoverability
 - ✅ **Unified Database Architecture** - Single app-level database for better performance and project management
@@ -133,10 +135,12 @@ Now searchable by: "coffee", "brewing", "equipment", or "Coffee Brewing Methods"
 - **`switch_project(project_name)`** - Change active project context during conversations
 - **`get_current_project()`** - Show currently active project with statistics
 - **`set_default_project(project_name)`** - Update default project configuration
+- **`sync_status()`** - Check file synchronization status and background operations
 
 ### New Note Operations Tools
 - **`edit_note()`** - Incremental note editing (append, prepend, find/replace, section replace)
 - **`move_note()`** - Move notes with database consistency and search reindexing
+- **`view_note()`** - Display notes as formatted artifacts for better readability in Claude Desktop
 
 ### Enhanced Existing Tools
 All existing tools now support:

{basic_memory-0.13.0b4 → basic_memory-0.13.0b6}/docs/AI Assistant Guide.md

@@ -77,22 +77,31 @@ read_note("specs/search-design")        # By path
 read_note("memory://specs/search")      # By memory URL
 ```
 
+**Viewing notes as formatted artifacts (Claude Desktop):**
+```
+view_note("Search Design")              # Creates readable artifact
+view_note("specs/search-design")        # By permalink
+view_note("memory://specs/search")      # By memory URL
+```
+
 **Incremental editing** (v0.13.0):
 ```
 edit_note(
-    identifier="Search Design",
+    identifier="Search Design",         # Must be EXACT title/permalink (strict matching)
     operation="append",                 # append, prepend, find_replace, replace_section
     content="\n## New Section\nContent here..."
 )
 ```
+**⚠️ Important:** `edit_note` requires exact identifiers (no fuzzy matching). Use `search_notes()` first if uncertain.
 
 **File organization** (v0.13.0):
 ```
 move_note(
-    identifier="Old Note",
+    identifier="Old Note",              # Must be EXACT title/permalink (strict matching)
     destination="archive/old-note.md"   # Folders created automatically
 )
 ```
+**⚠️ Important:** `move_note` requires exact identifiers (no fuzzy matching). Use `search_notes()` first if uncertain.
 
 ### Project Management (v0.13.0)
 
@@ -364,6 +373,20 @@ When creating relations:
 - If information seems outdated, suggest `basic-memory sync`
 - Use `recent_activity()` to check if content is current
 
+**Strict Mode for Edit/Move Operations:**
+- `edit_note()` and `move_note()` require **exact identifiers** (no fuzzy matching for safety)
+- If identifier not found: use `search_notes()` first to find the exact title/permalink
+- Error messages will guide you to find correct identifiers
+- Example workflow:
+  ```
+  # ❌ This might fail if identifier isn't exact
+  edit_note("Meeting Note", "append", "content")
+  
+  # ✅ Safe approach: search first, then use exact result
+  results = search_notes("meeting")
+  edit_note("Meeting Notes 2024", "append", "content")  # Use exact title from search
+  ```
+
 ## Best Practices
 
 1. **Proactively Record Context**

basic_memory-0.13.0b6/justfile

@@ -0,0 +1,63 @@
+# Basic Memory - Modern Command Runner
+
+# Install dependencies
+install:
+    pip install -e ".[dev]"
+
+# Run unit tests in parallel
+test-unit:
+    uv run pytest -p pytest_mock -v -n auto
+
+# Run integration tests in parallel
+test-int:
+    uv run pytest -p pytest_mock -v --no-cov -n auto test-int
+
+# Run all tests
+test: test-unit test-int
+
+# Lint and fix code
+lint:
+    ruff check . --fix
+
+# Type check code
+type-check:
+    uv run pyright
+
+# Clean build artifacts and cache files
+clean:
+    find . -type f -name '*.pyc' -delete
+    find . -type d -name '__pycache__' -exec rm -r {} +
+    rm -rf installer/build/ installer/dist/ dist/
+    rm -f rw.*.dmg .coverage.*
+
+# Format code with ruff
+format:
+    uv run ruff format .
+
+# Run MCP inspector tool
+run-inspector:
+    npx @modelcontextprotocol/inspector
+
+# Build macOS installer
+installer-mac:
+    cd installer && chmod +x make_icons.sh && ./make_icons.sh
+    cd installer && uv run python setup.py bdist_mac
+
+# Build Windows installer
+installer-win:
+    cd installer && uv run python setup.py bdist_win32
+
+# Update all dependencies to latest versions
+update-deps:
+    uv sync --upgrade
+
+# Run all code quality checks and tests
+check: lint format type-check test
+
+# Generate Alembic migration with descriptive message
+migration message:
+    cd src/basic_memory/alembic && alembic revision --autogenerate -m "{{message}}"
+
+# List all available recipes
+default:
+    @just --list

{basic_memory-0.13.0b4 → basic_memory-0.13.0b6}/pyproject.toml

@@ -28,12 +28,12 @@ dependencies = [
     "watchfiles>=1.0.4",
     "fastapi[standard]>=0.115.8",
     "alembic>=1.14.1",
-    "qasync>=0.27.1",
     "pillow>=11.1.0",
     "pybars3>=0.9.7",
     "fastmcp>=2.3.4",
     "pyjwt>=2.10.1",
     "python-dotenv>=1.1.0",
+    "pytest-aio>=1.9.0",
 ]
 
 
@@ -69,14 +69,8 @@ dev-dependencies = [
     "pytest-cov>=4.1.0",
     "pytest-mock>=3.12.0",
     "pytest-asyncio>=0.24.0",
+    "pytest-xdist>=3.0.0",
     "ruff>=0.1.6",
-    "pytest>=8.3.4",
-    "pytest-cov>=4.1.0",
-    "pytest-mock>=3.12.0",
-    "pytest-asyncio>=0.24.0",
-    "ruff>=0.1.6",
-    "cx-freeze>=7.2.10",
-    "pyqt6>=6.8.1",
 ]
 
 [tool.hatch.version]
@@ -124,6 +118,8 @@ omit = [
     "*/background_sync.py",         # Background processes
     "*/cli/main.py",               # CLI entry point
     "*/mcp/tools/project_management.py",  # Covered by integration tests
+    "*/mcp/tools/sync_status.py",  # Covered by integration tests
+    "*/services/migration_service.py", # Complex migration scenarios
 ]
 
 [tool.logfire]

basic_memory-0.13.0b6/src/basic_memory/__init__.py

@@ -0,0 +1,4 @@
+"""basic-memory - Local-first knowledge management combining Zettelkasten with knowledge graphs"""
+
+# API version for FastAPI - independent of package version
+__version__ = "v0"

{basic_memory-0.13.0b4 → basic_memory-0.13.0b6}/src/basic_memory/api/routers/knowledge_router.py

@@ -14,6 +14,7 @@ from basic_memory.deps import (
     FileServiceDep,
     ProjectConfigDep,
     AppConfigDep,
+    SyncServiceDep,
 )
 from basic_memory.schemas import (
     EntityListResponse,
@@ -63,6 +64,7 @@ async def create_or_update_entity(
     entity_service: EntityServiceDep,
     search_service: SearchServiceDep,
     file_service: FileServiceDep,
+    sync_service: SyncServiceDep,
 ) -> EntityResponse:
     """Create or update an entity. If entity exists, it will be updated, otherwise created."""
     logger.info(
@@ -85,6 +87,17 @@ async def create_or_update_entity(
 
     # reindex
     await search_service.index_entity(entity, background_tasks=background_tasks)
+
+    # Attempt immediate relation resolution when creating new entities
+    # This helps resolve forward references when related entities are created in the same session
+    if created:
+        try:
+            await sync_service.resolve_relations()
+            logger.debug(f"Resolved relations after creating entity: {entity.permalink}")
+        except Exception as e:  # pragma: no cover
+            # Don't fail the entire request if relation resolution fails
+            logger.warning(f"Failed to resolve relations after entity creation: {e}")
+
     result = EntityResponse.model_validate(entity)
 
     logger.info(

{basic_memory-0.13.0b4 → basic_memory-0.13.0b6}/src/basic_memory/api/routers/memory_router.py

@@ -2,12 +2,11 @@
 
 from typing import Annotated, Optional
 
-from dateparser import parse
 from fastapi import APIRouter, Query
 from loguru import logger
 
 from basic_memory.deps import ContextServiceDep, EntityRepositoryDep
-from basic_memory.schemas.base import TimeFrame
+from basic_memory.schemas.base import TimeFrame, parse_timeframe
 from basic_memory.schemas.memory import (
     GraphContext,
     normalize_memory_url,
@@ -40,7 +39,7 @@ async def recent(
         f"Getting recent context: `{types}` depth: `{depth}` timeframe: `{timeframe}` page: `{page}` page_size: `{page_size}` max_related: `{max_related}`"
     )
     # Parse timeframe
-    since = parse(timeframe)
+    since = parse_timeframe(timeframe)
     limit = page_size
     offset = (page - 1) * page_size
 
@@ -78,7 +77,7 @@ async def get_memory_context(
     memory_url = normalize_memory_url(uri)
 
     # Parse timeframe
-    since = parse(timeframe) if timeframe else None
+    since = parse_timeframe(timeframe) if timeframe else None
     limit = page_size
     offset = (page - 1) * page_size