basic-memory

# v0.15.0 Release Plan ## Release Overview **Target Version**: v0.15.0 **Previous Version**: v0.14.4 **Release Date**: TBD **Milestone**: [v0.15.0](https://github.com/basicmachines-co/basic-memory/milestone) ### Release Highlights This is a **major release** with 53 merged PRs introducing: - **Cloud Sync**: Bidirectional sync with rclone bisync - **Authentication**: JWT-based cloud authentication with subscription validation - **Performance**: API optimizations and background processing improvements - **Security**: Removed .env loading vulnerability, added .gitignore support - **Platform**: Python 3.13 support - **Bug Fixes**: 13+ critical fixes ## Key Features by Category ### Cloud Features - Cloud authentication with JWT and subscription validation - Bidirectional sync with rclone bisync - Cloud mount commands for direct file access - Cloud project management - Integrity verification ### Performance Improvements - API performance optimizations (SPEC-11) - Background relation resolution (prevents cold start blocking) - WAL mode for SQLite - Non-blocking sync operations ### Security Enhancements - Removed .env file loading vulnerability - .gitignore integration (respects gitignored files) - Improved authentication and session management - Better config security ### Developer Experience - Python 3.13 support - ChatGPT tools integration - Improved error handling - Better CLI output and formatting ### Bug Fixes (13+ PRs) - Entity upsert conflict resolution (#328) - memory:// URL underscore handling (#329) - .env loading removed (#330) - Minimum timeframe enforcement (#318) - move_note file extension handling (#281) - Project parameter handling (#310) - And more... --- ## Document - [ ] **MNew Cloud Features** - [ ] `bm cloud login` authentication flow - [ ] `bm cloud logout` session cleanup - [ ] `bm cloud sync` bidirectional sync - [ ] `bm cloud check` integrity verification - [ ] Cloud mode toggle for regular commands - [ ] Project creation in cloud mode - [ ] **Manual Testing - Bug Fixes** - [ ] Entity upsert conflict resolution (#328) - [ ] memory:// URL underscore normalization (#329) - [ ] .gitignore file filtering (#287, #285) - [ ] move_note with/without file extension (#281) - [ ] .env file loading removed (#330) - [ ] **Platform Testing** - [ ] Python 3.13 compatibility (new in this release) - [ ] **CHANGELOG.md** - [ ] Create comprehensive v0.15.0 entry - [ ] List all major features - [ ] Document all bug fixes with issue links - [ ] Include breaking changes (if any) - [ ] Add migration guide (if needed) - [ ] Credit contributors - [ ] `mcp/tools/chatgpt_tools.py` - ChatGPT integration - [x] **README.md** - [x] Update Python version badge to 3.13+ - [x] Add cloud features to feature list - [x] Add cloud CLI commands section - [x] Expand MCP tools list with all tools organized by category - [x] Add Cloud CLI documentation link - [x] **CLAUDE.md** - [x] Add Python 3.13+ support note - [x] Add cloud commands section - [x] Expand MCP tools with all missing tools - [x] Add comprehensive "Cloud Features (v0.15.0+)" section - [ ] **docs.basicmemory.com Updates** (Docs Site) - [ ] **latest-releases.mdx**: Add v0.15.0 release entry with all features - [ ] **cli-reference.mdx**: Add cloud commands section (login, logout, sync, check, mount, unmount) - [ ] **mcp-tools-reference.mdx**: Add missing tools (read_content, all project management tools) - [ ] **cloud-cli.mdx**: CREATE NEW - Cloud authentication, sync, rclone config, troubleshooting - [ ] **getting-started.mdx**: Mention Python 3.13 support - [ ] **whats-new.mdx**: Add v0.15.0 section with cloud features, performance, security updates - [ ] **Cloud Documentation** - [ ] Review docs/cloud-cli.md for accuracy - [ ] Update authentication instructions - [ ] Document subscription requirements - [ ] Add troubleshooting section - [ ] rclone configuration - [ ] **API Documentation** - [ ] Document new cloud endpoints - [ ] Update MCP tool documentation - [ ] Review schema documentation - [ ] Config file changes - [ ] **New Specifications** - [ ] SPEC-11: API Performance Optimization - [ ] SPEC-13: CLI Authentication with Subscription Validation - [ ] SPEC-6: Explicit Project Parameter Architecture - [ ] **Feature PRs** - [ ] #330: Remove .env file loading - [ ] #329: Normalize memory:// URLs - [ ] #328: Simplify entity upsert - [ ] #327: CLI subscription validation - [ ] #322: Cloud CLI rclone bisync - [ ] #320: Lifecycle management optimization - [ ] #319: Background relation resolution - [ ] #318: Minimum timeframe enforcement - [ ] #317: Cloud deployment fixes - [ ] #315: API performance optimizations - [ ] #314: .gitignore integration - [ ] #313: Disable permalinks config flag - [ ] #312: DateTime JSON schema fixes ### Phase 5: GitHub Milestone Review - [ ] **Closed Issues** (23 total) - [ ] Review all closed issues for completeness - [ ] Verify fixes are properly tested - [ ] Ensure documentation updated - [ ] **Merged PRs** (13 in milestone, 53 total since v0.14.4) - [ ] All critical PRs merged - [ ] All PRs properly tested - [ ] All PRs documented - [ ] **Open Issues** - [ ] #326: Create user guides and demos (can defer to v0.15.1?) - [ ] Decision on whether to block release ## Notes - This is a significant release with major new cloud features - Cloud features require active subscription - ensure this is clear in docs