v0.15.0-RELEASE-DOCS.md

v0.15.0 Release Plan

Release Overview

Target Version: v0.15.0 Previous Version: v0.14.4 Release Date: TBD Milestone: v0.15.0

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

• README.md

  • Update Python version badge to 3.13+
  • Add cloud features to feature list
  • Add cloud CLI commands section
  • Expand MCP tools list with all tools organized by category
  • Add Cloud CLI documentation link

• CLAUDE.md

  • Add Python 3.13+ support note
  • Add cloud commands section
  • Expand MCP tools with all missing tools
  • 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