basic-memory 0.17.9__tar.gz → 0.18.1__tar.gz

{basic_memory-0.17.9 → basic_memory-0.18.1}/.gitignore

@@ -1,6 +1,7 @@
 *.py[cod]
 __pycache__/
 .pytest_cache/
+.testmondata*
 .coverage
 htmlcov/
 
@@ -55,3 +56,4 @@ claude-output
 **/.claude/settings.local.json
 .mcp.json
 .mcpregistry_*
+/.testmondata

basic_memory-0.17.9/CLAUDE.md → basic_memory-0.18.1/AGENTS.md

@@ -1,4 +1,4 @@
-# CLAUDE.md - Basic Memory Project Guide
+# AGENTS.md - Basic Memory Project Guide
 
 ## Project Overview
 
@@ -22,6 +22,10 @@ See the [README.md](README.md) file for a project overview.
 - 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"`
@@ -36,6 +40,19 @@ See the [README.md](README.md) file for a project overview.
 
 **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)
@@ -43,6 +60,7 @@ See the [README.md](README.md) file for a project overview.
 - 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
 
@@ -221,6 +239,7 @@ See SPEC-16 for full context manager refactor details.
 
 **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`
@@ -248,13 +267,13 @@ See SPEC-16 for full context manager refactor details.
 - Basic Memory exposes these MCP tools to LLMs:
 
   **Content Management:**
-    - `write_note(title, content, folder, tags)` - Create/update markdown notes with semantic observations and relations
+    - `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)` - Move notes to new locations, updating database and maintaining links
-    - `delete_note(identifier)` - Delete notes from the knowledge base
+    - `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
@@ -270,7 +289,7 @@ See SPEC-16 for full context manager refactor details.
     - `delete_project(project_name)` - Delete a project from configuration
 
   **Visualization:**
-    - `canvas(nodes, edges, title, folder)` - Generate Obsidian canvas files for knowledge graph 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)
@@ -310,6 +329,26 @@ Basic Memory now supports cloud synchronization and storage (requires active sub
 - Background relation resolution (non-blocking startup)
 - API performance optimizations (SPEC-11)
 
+**CLI Routing Flags:**
+
+When 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
+
 ## AI-Human Collaborative Development
 
 Basic Memory emerged from and enables a new kind of development process that combines human and AI capabilities. Instead

{basic_memory-0.17.9 → basic_memory-0.18.1}/CHANGELOG.md

@@ -1,5 +1,81 @@
 # CHANGELOG
 
+## v0.18.1 (2026-02-11)
+
+### Features
+
+- **#552**: Add `--format json` to CLI tool commands
+  ([`a47c9c0`](https://github.com/basicmachines-co/basic-memory/commit/a47c9c0))
+  - CLI tool commands now support `--format json` for machine-readable output
+
+- **#535**: Support `tag:` query shorthand in search
+  ([`f1d50c2`](https://github.com/basicmachines-co/basic-memory/commit/f1d50c2))
+  - Use `tag:mytag` as a convenient shorthand in search queries
+
+- **#532**: Fast edit entities, refactors for webui, enhanced search
+  ([`530cbac`](https://github.com/basicmachines-co/basic-memory/commit/530cbac))
+  - Performance improvements for entity editing and search operations
+
+### Bug Fixes
+
+- **#558**: Add X-Tigris-Consistent headers to all rclone commands
+  ([`8489a3d`](https://github.com/basicmachines-co/basic-memory/commit/8489a3d))
+  - Ensures consistent reads from Tigris object storage during sync
+
+- **#541**: Handle EntityCreationError as conflict
+  ([`343a6e1`](https://github.com/basicmachines-co/basic-memory/commit/343a6e1))
+
+- **#536**: Stabilize metadata filters on Postgres
+  ([`009e849`](https://github.com/basicmachines-co/basic-memory/commit/009e849))
+
+- **#533**: Fix recent_activity prompt defaults
+  ([`24ca5f6`](https://github.com/basicmachines-co/basic-memory/commit/24ca5f6))
+
+- **#530**: Prevent spurious `metadata: {}` in frontmatter output
+  ([`e3ced49`](https://github.com/basicmachines-co/basic-memory/commit/e3ced49))
+
+- Add POST legacy compat routes for v0.18.0 CLI
+  ([`c46d7a6`](https://github.com/basicmachines-co/basic-memory/commit/c46d7a6))
+
+- Restore legacy `/projects/projects` endpoint for older CLI versions
+  ([`a0e754b`](https://github.com/basicmachines-co/basic-memory/commit/a0e754b))
+
+### Internal
+
+- **#538**: Add fast feedback loop tooling (`just fast-check`, `just doctor`, `just testmon`)
+  ([`8072449`](https://github.com/basicmachines-co/basic-memory/commit/8072449))
+
+## v0.18.0 (2026-01-28)
+
+### Features
+
+- **#527**: Add context-aware wiki link resolution with source_path support
+  ([`0023e73`](https://github.com/basicmachines-co/basic-memory/commit/0023e73))
+  - Add `source_path` parameter to `resolve_link()` for context-aware resolution
+  - Relative path resolution: `[[nested/note]]` from `folder/file.md` → `folder/nested/note.md`
+  - Proximity-based resolution for duplicate titles (prefers notes in same folder)
+  - Strict mode to disable fuzzy search fallback for wiki links
+
+- **#518**: Add directory support to move_note and delete_note tools
+  ([`0b20801`](https://github.com/basicmachines-co/basic-memory/commit/0b20801))
+  - Add `is_directory` parameter to `move_note` and `delete_note` MCP tools
+  - New `POST /move-directory` and delete directory API endpoints
+  - Rename `folder` → `directory` parameter across codebase for consistency
+
+- **#522**: Local MCP cloud mode routing
+  ([`8730067`](https://github.com/basicmachines-co/basic-memory/commit/8730067))
+  - Add `--local` and `--cloud` CLI routing flags
+  - Local MCP server (`basic-memory mcp`) automatically uses local routing
+  - Enables simultaneous use of local Claude Desktop and cloud-based clients
+  - Environment variable `BASIC_MEMORY_FORCE_LOCAL=true` for global override
+
+### Bug Fixes
+
+- **#524**: Fix MCP prompt rendering errors
+  ([`e14ba92`](https://github.com/basicmachines-co/basic-memory/commit/e14ba92))
+  - Fix "Error rendering prompt recent_activity" error
+  - Change `TimeFrame` to `str` in prompt type annotations for FastMCP compatibility
+
 ## v0.17.9 (2026-01-24)
 
 ### Bug Fixes

basic_memory-0.18.1/CLAUDE.md

@@ -0,0 +1 @@
+AGENTS.md

{basic_memory-0.17.9 → basic_memory-0.18.1}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: basic-memory
-Version: 0.17.9
+Version: 0.18.1
 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
@@ -405,6 +405,22 @@ basic-memory cloud check
 basic-memory cloud mount
 ```
 
+**Routing Flags** (for users with cloud subscriptions):
+
+When cloud mode is enabled, CLI commands communicate with the cloud API by default. Use routing flags to override this:
+
+```bash
+# Force local routing (useful for local MCP server while cloud mode is enabled)
+basic-memory status --local
+basic-memory project list --local
+
+# Force cloud routing (when cloud mode is disabled but you want cloud access)
+basic-memory status --cloud
+basic-memory project info my-project --cloud
+```
+
+The local MCP server (`basic-memory mcp`) automatically uses local routing, so you can use both local Claude Desktop and cloud-based clients simultaneously.
+
 4. In Claude Desktop, the LLM can now use these tools:
 
 **Content Management:**
@@ -428,6 +444,8 @@ 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
+search_by_metadata(filters, limit, offset, project) - Structured frontmatter search
 ```
 
 **Project Management:**
@@ -481,6 +499,7 @@ Basic Memory uses [Loguru](https://github.com/Delgan/loguru) for logging. The lo
 |----------|---------|-------------|
 | `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 (ignores cloud mode) |
 | `BASIC_MEMORY_ENV` | `dev` | Set to `test` for test mode (stderr only) |
 
 ### Examples
@@ -525,16 +544,23 @@ just test
 - `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
@@ -542,10 +568,17 @@ just install          # Install with dev dependencies
 just lint             # Run linting checks
 just typecheck        # Run type checking
 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
 ```
 
+**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

{basic_memory-0.17.9 → basic_memory-0.18.1}/README.md

@@ -357,6 +357,22 @@ basic-memory cloud check
 basic-memory cloud mount
 ```
 
+**Routing Flags** (for users with cloud subscriptions):
+
+When cloud mode is enabled, CLI commands communicate with the cloud API by default. Use routing flags to override this:
+
+```bash
+# Force local routing (useful for local MCP server while cloud mode is enabled)
+basic-memory status --local
+basic-memory project list --local
+
+# Force cloud routing (when cloud mode is disabled but you want cloud access)
+basic-memory status --cloud
+basic-memory project info my-project --cloud
+```
+
+The local MCP server (`basic-memory mcp`) automatically uses local routing, so you can use both local Claude Desktop and cloud-based clients simultaneously.
+
 4. In Claude Desktop, the LLM can now use these tools:
 
 **Content Management:**
@@ -380,6 +396,8 @@ 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
+search_by_metadata(filters, limit, offset, project) - Structured frontmatter search
 ```
 
 **Project Management:**
@@ -433,6 +451,7 @@ Basic Memory uses [Loguru](https://github.com/Delgan/loguru) for logging. The lo
 |----------|---------|-------------|
 | `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 (ignores cloud mode) |
 | `BASIC_MEMORY_ENV` | `dev` | Set to `test` for test mode (stderr only) |
 
 ### Examples
@@ -477,16 +496,23 @@ just test
 - `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
@@ -494,10 +520,17 @@ just install          # Install with dev dependencies
 just lint             # Run linting checks
 just typecheck        # Run type checking
 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
 ```
 
+**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

{basic_memory-0.17.9 → basic_memory-0.18.1}/docs/ARCHITECTURE.md

@@ -214,15 +214,28 @@ Example tool using typed client:
 
 ```python
 @mcp.tool()
-async def search_notes(query: str, project: str | None = None) -> SearchResponse:
+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_client() as client:
         active_project = await get_active_project(client, 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(query)
+        return await search_client.search(search_query.model_dump())
 ```
 
 ## Sync Coordination