basic-memory 0.20.0__tar.gz → 0.20.2__tar.gz

{basic_memory-0.20.0 → basic_memory-0.20.2}/CHANGELOG.md

@@ -2,6 +2,26 @@
 
 ## Unreleased
 
+## v0.20.2 (2026-03-10)
+
+### Bug Fixes
+
+- Fix auto-update Homebrew detection: `brew outdated` exits 1 when a formula is outdated, not on error
+  - Previously treated exit code 1 as a failure, causing "Automatic update check failed" instead of detecting the available update
+
+## v0.20.1 (2026-03-10)
+
+### Bug Fixes
+
+- **#661**: Fix `bm project list` MCP column to show transport type (stdio/https) instead of DB presence
+  - Renamed "MCP (stdio)" column to "MCP"
+  - Shows actual routing mode: `stdio` for local, `https` for cloud projects
+  - Clears local path display for cloud-mode projects
+- **#662**: Invalidate config cache when file is modified by another process
+  - Adds mtime-based cache validation to `ConfigManager.load_config()`
+  - Long-lived processes (MCP stdio server) now detect external config changes
+  - Fixes `bm project set-cloud` having no effect on running MCP server
+
 ## v0.20.0 (2026-03-10)
 
 ### Features

{basic_memory-0.20.0 → basic_memory-0.20.2}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: basic-memory
-Version: 0.20.0
+Version: 0.20.2
 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

{basic_memory-0.20.0 → basic_memory-0.20.2}/server.json

@@ -6,12 +6,12 @@
     "url": "https://github.com/basicmachines-co/basic-memory.git",
     "source": "github"
   },
-  "version": "0.20.0",
+  "version": "0.20.2",
   "packages": [
     {
       "registryType": "pypi",
       "identifier": "basic-memory",
-      "version": "0.20.0",
+      "version": "0.20.2",
       "runtimeHint": "uvx",
       "runtimeArguments": [
         {"type": "positional", "value": "basic-memory"},

{basic_memory-0.20.0 → basic_memory-0.20.2}/src/basic_memory/__init__.py

@@ -1,7 +1,7 @@
 """basic-memory - Local-first knowledge management combining Zettelkasten with knowledge graphs"""
 
 # Package version - updated by release automation
-__version__ = "0.20.0"
+__version__ = "0.20.2"
 
 # API version for FastAPI - independent of package version
 __api_version__ = "v0"

{basic_memory-0.20.0 → basic_memory-0.20.2}/src/basic_memory/cli/auto_update.py

@@ -134,13 +134,11 @@ def _check_homebrew_update_available(silent: bool) -> tuple[bool, str | None]:
         silent=silent,
         capture_output=True,
     )
-    if result.returncode != 0:
-        stderr = (result.stderr or "").strip()
-        stdout = (result.stdout or "").strip()
-        detail = stderr or stdout or "brew outdated failed"
-        raise RuntimeError(detail)
-
-    is_outdated = bool((result.stdout or "").strip())
+    # Trigger: brew outdated exits 1 when the formula IS outdated (with name on stdout).
+    # Why: non-zero exit here means "outdated", not "error".
+    # Outcome: check stdout for the package name to determine outdated status.
+    stdout = (result.stdout or "").strip()
+    is_outdated = PACKAGE_NAME in stdout
     return is_outdated, None
 
 

{basic_memory-0.20.0 → basic_memory-0.20.2}/src/basic_memory/cli/commands/project.py

@@ -128,7 +128,7 @@ def list_projects(
         table.add_column("Cloud Path", style="green")
         table.add_column("Workspace", style="green")
         table.add_column("CLI Route", style="blue")
-        table.add_column("MCP (stdio)", style="blue")
+        table.add_column("MCP", style="blue")
         table.add_column("Sync", style="green")
         table.add_column("Default", style="magenta")
 
@@ -164,6 +164,11 @@ def list_projects(
             elif entry and entry.mode == ProjectMode.LOCAL and entry.path:
                 local_path = format_path(normalize_project_path(entry.path))
 
+            # Clear local path for cloud-mode projects — only local projects
+            # should display a local path
+            if entry and entry.mode == ProjectMode.CLOUD:
+                local_path = ""
+
             cloud_path = ""
             if cloud_project is not None:
                 cloud_path = normalize_project_path(cloud_project.path)
@@ -182,7 +187,13 @@ def list_projects(
             is_default = config.default_project == project_name
 
             has_sync = bool(entry and entry.local_sync_path)
-            mcp_stdio_target = "local" if local_project is not None else "n/a"
+            # Determine MCP transport based on project routing mode
+            if entry and entry.mode == ProjectMode.CLOUD:
+                mcp_transport = "https"
+            elif entry is None and cloud_project is not None:
+                mcp_transport = "https"
+            else:
+                mcp_transport = "stdio"
 
             # Show workspace name (type) for cloud-sourced projects
             ws_label = ""
@@ -195,7 +206,7 @@ def list_projects(
                 "local_path": local_path,
                 "cloud_path": cloud_path,
                 "cli_route": cli_route,
-                "mcp_stdio": mcp_stdio_target,
+                "mcp_stdio": mcp_transport,
                 "sync": has_sync,
                 "is_default": is_default,
             }

{basic_memory-0.20.0 → basic_memory-0.20.2}/src/basic_memory/config.py

@@ -645,6 +645,12 @@ class BasicMemoryConfig(BaseSettings):
 
 # Module-level cache for configuration
 _CONFIG_CACHE: Optional[BasicMemoryConfig] = None
+# Track config file mtime+size so cross-process changes (e.g. `bm project set-cloud`
+# in a separate terminal) invalidate the cache in long-lived processes like the
+# MCP stdio server. Using both mtime and size guards against coarse-granularity
+# filesystems where two writes within the same second share the same mtime.
+_CONFIG_MTIME: Optional[float] = None
+_CONFIG_SIZE: Optional[int] = None
 
 
 class ConfigManager:
@@ -678,13 +684,38 @@ class ConfigManager:
         Environment variables take precedence over file config values,
         following Pydantic Settings best practices.
 
-        Uses module-level cache for performance across ConfigManager instances.
+        Uses module-level cache with file mtime validation so that
+        cross-process config changes (e.g. `bm project set-cloud` in a
+        separate terminal) are picked up by long-lived processes like
+        the MCP stdio server.
         """
-        global _CONFIG_CACHE
+        global _CONFIG_CACHE, _CONFIG_MTIME, _CONFIG_SIZE
 
-        # Return cached config if available
+        # Trigger: cached config exists but the on-disk file may have been
+        # modified by another process (CLI command in a different terminal).
+        # Why: the MCP server is long-lived; without this check it would
+        # serve stale project routing forever.
+        # Outcome: cheap os.stat() per access; re-read only when mtime or size differs.
         if _CONFIG_CACHE is not None:
-            return _CONFIG_CACHE
+            try:
+                st = self.config_file.stat()
+                current_mtime = st.st_mtime
+                current_size = st.st_size
+            except OSError:
+                current_mtime = None
+                current_size = None
+
+            if (
+                current_mtime is not None
+                and current_mtime == _CONFIG_MTIME
+                and current_size == _CONFIG_SIZE
+            ):
+                return _CONFIG_CACHE
+
+            # mtime/size changed or file gone — invalidate and fall through to re-read
+            _CONFIG_CACHE = None
+            _CONFIG_MTIME = None
+            _CONFIG_SIZE = None
 
         if self.config_file.exists():
             try:
@@ -739,6 +770,15 @@ class ConfigManager:
 
                 _CONFIG_CACHE = BasicMemoryConfig(**merged_data)
 
+                # Record mtime+size so subsequent calls detect cross-process changes
+                try:
+                    st = self.config_file.stat()
+                    _CONFIG_MTIME = st.st_mtime
+                    _CONFIG_SIZE = st.st_size
+                except OSError:
+                    _CONFIG_MTIME = None
+                    _CONFIG_SIZE = None
+
                 # Re-save to normalize legacy config into current format
                 if needs_resave:
                     # Create backup before overwriting so users can revert if needed
@@ -769,10 +809,12 @@ class ConfigManager:
 
     def save_config(self, config: BasicMemoryConfig) -> None:
         """Save configuration to file and invalidate cache."""
-        global _CONFIG_CACHE
+        global _CONFIG_CACHE, _CONFIG_MTIME, _CONFIG_SIZE
         save_basic_memory_config(self.config_file, config)
         # Invalidate cache so next load_config() reads fresh data
         _CONFIG_CACHE = None
+        _CONFIG_MTIME = None
+        _CONFIG_SIZE = None
 
     @property
     def projects(self) -> Dict[str, str]:

{basic_memory-0.20.0 → basic_memory-0.20.2}/test-int/conftest.py

@@ -258,6 +258,8 @@ def config_manager(app_config: BasicMemoryConfig, config_home) -> ConfigManager:
     from basic_memory import config as config_module
 
     config_module._CONFIG_CACHE = None
+    config_module._CONFIG_MTIME = None
+    config_module._CONFIG_SIZE = None
 
     config_manager = ConfigManager()
     # Update its paths to use the test directory

{basic_memory-0.20.0 → basic_memory-0.20.2}/tests/cli/conftest.py

@@ -25,6 +25,8 @@ def isolated_home(tmp_path, monkeypatch) -> Path:
     from basic_memory import config as config_module
 
     config_module._CONFIG_CACHE = None
+    config_module._CONFIG_MTIME = None
+    config_module._CONFIG_SIZE = None
 
     monkeypatch.setenv("HOME", str(tmp_path))
     if os.name == "nt":

{basic_memory-0.20.0 → basic_memory-0.20.2}/tests/cli/test_auto_update.py

@@ -12,6 +12,7 @@ from basic_memory.cli.auto_update import (
     AutoUpdateResult,
     AutoUpdateStatus,
     InstallSource,
+    _check_homebrew_update_available,
     _is_interactive_session,
     detect_install_source,
     maybe_run_periodic_auto_update,
@@ -129,6 +130,30 @@ def test_force_bypasses_auto_update_disabled(monkeypatch, tmp_path):
     assert manager.save_calls == 1
 
 
+def test_check_homebrew_update_available_exit_code_1_means_outdated(monkeypatch):
+    """brew outdated exits 1 when the formula is outdated, not on error."""
+
+    def _fake_run(command, **kwargs):
+        return subprocess.CompletedProcess(
+            command, 1, stdout="basicmachines-co/basic-memory/basic-memory\n", stderr=""
+        )
+
+    monkeypatch.setattr("basic_memory.cli.auto_update._run_subprocess", _fake_run)
+    is_outdated, _ = _check_homebrew_update_available(silent=False)
+    assert is_outdated is True
+
+
+def test_check_homebrew_update_available_exit_code_0_means_up_to_date(monkeypatch):
+    """brew outdated exits 0 when the formula is up to date."""
+
+    def _fake_run(command, **kwargs):
+        return subprocess.CompletedProcess(command, 0, stdout="", stderr="")
+
+    monkeypatch.setattr("basic_memory.cli.auto_update._run_subprocess", _fake_run)
+    is_outdated, _ = _check_homebrew_update_available(silent=False)
+    assert is_outdated is False
+
+
 def test_homebrew_outdated_triggers_upgrade(monkeypatch, tmp_path):
     config = _base_config(tmp_path)
     manager = StubConfigManager(config)

{basic_memory-0.20.0 → basic_memory-0.20.2}/tests/cli/test_json_output.py

@@ -350,6 +350,8 @@ def write_config(tmp_path, monkeypatch):
         from basic_memory import config as config_module
 
         config_module._CONFIG_CACHE = None
+        config_module._CONFIG_MTIME = None
+        config_module._CONFIG_SIZE = None
 
         config_dir = tmp_path / ".basic-memory"
         config_dir.mkdir(parents=True, exist_ok=True)

{basic_memory-0.20.0 → basic_memory-0.20.2}/tests/cli/test_project_add_with_local_path.py

@@ -27,6 +27,8 @@ def mock_config(tmp_path, monkeypatch):
     from basic_memory import config as config_module
 
     config_module._CONFIG_CACHE = None
+    config_module._CONFIG_MTIME = None
+    config_module._CONFIG_SIZE = None
 
     config_dir = tmp_path / ".basic-memory"
     config_dir.mkdir(parents=True, exist_ok=True)

{basic_memory-0.20.0 → basic_memory-0.20.2}/tests/cli/test_project_list_and_ls.py

@@ -29,6 +29,8 @@ def write_config(tmp_path, monkeypatch):
         from basic_memory import config as config_module
 
         config_module._CONFIG_CACHE = None
+        config_module._CONFIG_MTIME = None
+        config_module._CONFIG_SIZE = None
 
         config_dir = tmp_path / ".basic-memory"
         config_dir.mkdir(parents=True, exist_ok=True)
@@ -122,15 +124,16 @@ def test_project_list_shows_local_cloud_presence_and_routes(
     assert "Local Path" in result.stdout
     assert "Cloud Path" in result.stdout
     assert "CLI Route" in result.stdout
-    assert "MCP (stdio)" in result.stdout
+    assert "MCP" in result.stdout
 
     lines = result.stdout.splitlines()
     alpha_line = next(line for line in lines if "│ alpha" in line)
     beta_line = next(line for line in lines if "│ beta" in line)
 
     assert "local" in alpha_line  # CLI route for alpha
+    assert "stdio" in alpha_line  # Local projects use stdio transport
     assert "cloud" in beta_line  # CLI route for beta
-    assert "n/a" in beta_line  # MCP stdio route is unavailable for cloud-only projects
+    assert "https" in beta_line  # Cloud projects use HTTPS transport
     assert "alpha-local" in result.stdout
     assert "/alpha" in result.stdout
     assert "/beta" in result.stdout

{basic_memory-0.20.0 → basic_memory-0.20.2}/tests/cli/test_project_set_cloud_local.py

@@ -22,6 +22,8 @@ def mock_config(tmp_path, monkeypatch):
     from basic_memory import config as config_module
 
     config_module._CONFIG_CACHE = None
+    config_module._CONFIG_MTIME = None
+    config_module._CONFIG_SIZE = None
 
     config_dir = tmp_path / ".basic-memory"
     config_dir.mkdir(parents=True, exist_ok=True)
@@ -68,6 +70,8 @@ class TestSetCloud:
         from basic_memory import config as config_module
 
         config_module._CONFIG_CACHE = None
+        config_module._CONFIG_MTIME = None
+        config_module._CONFIG_SIZE = None
 
         config_dir = tmp_path / ".basic-memory"
         config_dir.mkdir(parents=True, exist_ok=True)
@@ -91,6 +95,8 @@ class TestSetCloud:
         from basic_memory import config as config_module
 
         config_module._CONFIG_CACHE = None
+        config_module._CONFIG_MTIME = None
+        config_module._CONFIG_SIZE = None
 
         config_dir = tmp_path / ".basic-memory"
         config_dir.mkdir(parents=True, exist_ok=True)
@@ -161,11 +167,15 @@ class TestSetLocal:
 
         # Manually set workspace_id on the project
         config_module._CONFIG_CACHE = None
+        config_module._CONFIG_MTIME = None
+        config_module._CONFIG_SIZE = None
         config_data = json.loads(mock_config.read_text())
         config_data["projects"]["research"]["mode"] = "cloud"
         config_data["projects"]["research"]["workspace_id"] = "11111111-1111-1111-1111-111111111111"
         mock_config.write_text(json.dumps(config_data, indent=2))
         config_module._CONFIG_CACHE = None
+        config_module._CONFIG_MTIME = None
+        config_module._CONFIG_SIZE = None
 
         # Set back to local
         result = runner.invoke(app, ["project", "set-local", "research"])
@@ -173,6 +183,8 @@ class TestSetLocal:
 
         # Verify workspace_id was cleared
         config_module._CONFIG_CACHE = None
+        config_module._CONFIG_MTIME = None
+        config_module._CONFIG_SIZE = None
         updated_data = json.loads(mock_config.read_text())
         assert updated_data["projects"]["research"]["workspace_id"] is None
         assert updated_data["projects"]["research"]["mode"] == "local"
@@ -187,6 +199,8 @@ class TestSetCloudWithWorkspace:
         from basic_memory.schemas.cloud import WorkspaceInfo
 
         config_module._CONFIG_CACHE = None
+        config_module._CONFIG_MTIME = None
+        config_module._CONFIG_SIZE = None
 
         async def fake_get_available_workspaces():
             return [
@@ -210,6 +224,8 @@ class TestSetCloudWithWorkspace:
 
         # Verify workspace_id was persisted
         config_module._CONFIG_CACHE = None
+        config_module._CONFIG_MTIME = None
+        config_module._CONFIG_SIZE = None
         updated_data = json.loads(mock_config.read_text())
         assert (
             updated_data["projects"]["research"]["workspace_id"]
@@ -222,6 +238,8 @@ class TestSetCloudWithWorkspace:
         from basic_memory.schemas.cloud import WorkspaceInfo
 
         config_module._CONFIG_CACHE = None
+        config_module._CONFIG_MTIME = None
+        config_module._CONFIG_SIZE = None
 
         async def fake_get_available_workspaces():
             return [
@@ -249,17 +267,23 @@ class TestSetCloudWithWorkspace:
         from basic_memory import config as config_module
 
         config_module._CONFIG_CACHE = None
+        config_module._CONFIG_MTIME = None
+        config_module._CONFIG_SIZE = None
 
         # Set default_workspace in config
         config_data = json.loads(mock_config.read_text())
         config_data["default_workspace"] = "global-default-tenant-id"
         mock_config.write_text(json.dumps(config_data, indent=2))
         config_module._CONFIG_CACHE = None
+        config_module._CONFIG_MTIME = None
+        config_module._CONFIG_SIZE = None
 
         result = runner.invoke(app, ["project", "set-cloud", "research"])
         assert result.exit_code == 0
 
         # Verify workspace_id was set from default
         config_module._CONFIG_CACHE = None
+        config_module._CONFIG_MTIME = None
+        config_module._CONFIG_SIZE = None
         updated_data = json.loads(mock_config.read_text())
         assert updated_data["projects"]["research"]["workspace_id"] == "global-default-tenant-id"

{basic_memory-0.20.0 → basic_memory-0.20.2}/tests/cli/test_workspace_commands.py

@@ -76,6 +76,8 @@ class TestWorkspaceSetDefault:
         monkeypatch.setenv("HOME", str(temp_path))
         monkeypatch.setenv("BASIC_MEMORY_CONFIG_DIR", str(config_dir))
         basic_memory.config._CONFIG_CACHE = None
+        basic_memory.config._CONFIG_MTIME = None
+        basic_memory.config._CONFIG_SIZE = None
 
         config_manager = ConfigManager()
         test_config = BasicMemoryConfig(
@@ -106,6 +108,8 @@ class TestWorkspaceSetDefault:
 
         # Verify config was updated
         basic_memory.config._CONFIG_CACHE = None
+        basic_memory.config._CONFIG_MTIME = None
+        basic_memory.config._CONFIG_SIZE = None
         config = ConfigManager().config
         assert config.default_workspace == "11111111-1111-1111-1111-111111111111"
 

{basic_memory-0.20.0 → basic_memory-0.20.2}/tests/conftest.py

@@ -138,6 +138,8 @@ def config_manager(app_config: BasicMemoryConfig, config_home: Path, monkeypatch
     from basic_memory import config as config_module
 
     config_module._CONFIG_CACHE = None
+    config_module._CONFIG_MTIME = None
+    config_module._CONFIG_SIZE = None
 
     # Create a new ConfigManager that uses the test home directory
     config_manager = ConfigManager()

{basic_memory-0.20.0 → basic_memory-0.20.2}/tests/mcp/test_tool_write_note.py

@@ -1257,6 +1257,11 @@ class TestWriteNoteOverwriteGuard:
         # Set config to allow overwrites by default
         app_config.write_note_overwrite_default = True
         config_module._CONFIG_CACHE = app_config
+        # Pin mtime+size to the on-disk file so the cache guard sees a match
+        # and keeps our injected config instead of re-reading from disk.
+        _st = config_manager.config_file.stat()
+        config_module._CONFIG_MTIME = _st.st_mtime
+        config_module._CONFIG_SIZE = _st.st_size
 
         try:
             await write_note(
@@ -1281,6 +1286,9 @@ class TestWriteNoteOverwriteGuard:
             # Restore config
             app_config.write_note_overwrite_default = False
             config_module._CONFIG_CACHE = app_config
+            _st = config_manager.config_file.stat()
+            config_module._CONFIG_MTIME = _st.st_mtime
+            config_module._CONFIG_SIZE = _st.st_size
 
     @pytest.mark.asyncio
     async def test_write_note_new_note_unaffected(self, app, test_project):

{basic_memory-0.20.0 → basic_memory-0.20.2}/tests/services/test_project_service.py

@@ -778,6 +778,8 @@ async def test_add_project_with_project_root_sanitizes_paths(
         from basic_memory import config as config_module
 
         config_module._CONFIG_CACHE = None
+        config_module._CONFIG_MTIME = None
+        config_module._CONFIG_SIZE = None
 
         test_cases = [
             # (project_name, user_path, expected_sanitized_name)
@@ -845,6 +847,8 @@ async def test_add_project_with_project_root_rejects_escape_attempts(
         from basic_memory import config as config_module
 
         config_module._CONFIG_CACHE = None
+        config_module._CONFIG_MTIME = None
+        config_module._CONFIG_SIZE = None
 
         # All of these should succeed by being sanitized to paths under project_root
         # The sanitization removes dangerous patterns, so they don't escape
@@ -931,6 +935,8 @@ async def test_add_project_with_project_root_normalizes_case(
         from basic_memory import config as config_module
 
         config_module._CONFIG_CACHE = None
+        config_module._CONFIG_MTIME = None
+        config_module._CONFIG_SIZE = None
 
         test_cases = [
             # (input_path, expected_normalized_path)
@@ -985,6 +991,8 @@ async def test_add_project_with_project_root_detects_case_collisions(
         from basic_memory import config as config_module
 
         config_module._CONFIG_CACHE = None
+        config_module._CONFIG_MTIME = None
+        config_module._CONFIG_SIZE = None
 
         # First, create a project with lowercase path
         first_project = "documents-project"
@@ -1159,6 +1167,8 @@ async def test_add_project_nested_validation_with_project_root(
         from basic_memory import config as config_module
 
         config_module._CONFIG_CACHE = None
+        config_module._CONFIG_MTIME = None
+        config_module._CONFIG_SIZE = None
 
         parent_project_name = f"cloud-parent-{os.urandom(4).hex()}"
         child_project_name = f"cloud-child-{os.urandom(4).hex()}"