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docs: cover v0.23 patches and agent reviews - #47

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phernandez merged 1 commit into
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codex/v0-23-2-docs
Aug 26, 2026
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docs: cover v0.23 patches and agent reviews#47
phernandez merged 1 commit into
mainfrom
codex/v0-23-2-docs

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Why

Basic Memory v0.23.1 and v0.23.2 shipped user-facing correctness fixes after the main v0.23 documentation landed. Basic Memory Cloud also merged an agent review workflow, but the public docs only described the visual CriticMarkup editor rather than the supported MCP contracts.

What Changed

  • Surface v0.23.1 and v0.23.2 across the welcome page, release page, changelog, and upgrade guide.
  • Document complete PostgreSQL full-text indexing, project-scoped reindexing, the #bm:links_to directive, and case-insensitive destination-folder resolution.
  • Add the Cloud review_note workflow for comments, suggestions, replies, resolution, and accept/reject decisions.
  • Document review-aware read_note, edit_note, and search_notes behavior, including structured review projections, revision checksums, protected review ranges, and clean search excerpts.
  • Clarify the remaining macOS case-only and Unicode-normalization rename limitations.
  • Add MCP App guidance for pending-review counts and choosing review_note for data-tool review actions.

Implementation Details

  • Keeps the patch releases on the existing v0.23 page rather than adding one navigation page per patch.
  • Treats review_note as Cloud-only and directs assistants not to author CriticMarkup or structured review backmatter directly.
  • Separates case-correcting destination folders from exact note identity and from unresolved case-only folder renames.
  • Preserves the existing public product name, Basic Memory MCP App.

Testing

  • npm run check:docs — passed with the repository's expected release-literal warnings.
  • npm run build — passed.
  • git diff --check — passed.

Risks / Follow-ups

  • The Cloud agent-review implementation is merged in basic-memory-cloud PR #1825, but that PR did not itself deploy the feature. The docs should publish with or after the corresponding Cloud deployment.
  • No screenshots changed; the existing review and MCP App screenshots still match the visual workflow.

@phernandez
phernandez marked this pull request as ready for review August 26, 2026 17:40
@phernandez
phernandez merged commit b54ea02 into main Aug 26, 2026
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Reviewed commit: b43b8cf83e

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Comment thread content/0.welcome.md

::note{icon="i-lucide-megaphone"}
**New in v0.23:** the search release — reranking, Milvus, and a deadlock-free indexing core. See [What's New in v0.23](/whats-new/v0-23). Also new in Basic Memory Cloud: [Comments and Suggestions](/whats-new/comments-and-suggestions) and the [Interactive MCP App](/whats-new/interactive-mcp-app) for ChatGPT and Claude.
**New in v0.23:** the search release — reranking, Milvus, and a deadlock-free indexing core. The latest patch, v0.23.2, adds complete PostgreSQL full-text search and prevents case-duplicate folders. See [What's New in v0.23](/whats-new/v0-23). Also new in Basic Memory Cloud: [Comments and Suggestions](/whats-new/comments-and-suggestions) and the [Interactive MCP App](/whats-new/interactive-mcp-app) for ChatGPT and Claude.

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P2 Badge Attribute PostgreSQL full-text search to v0.23.1

This attributes complete PostgreSQL full-text search to v0.23.2, but the release page and changelog identify it as a v0.23.1 fix; v0.23.2 only adds case-insensitive destination-folder resolution. Readers comparing patches or deciding which release introduced the search migration will get the wrong version boundary, so describe these as cumulative v0.23 patches or name v0.23.1 explicitly.

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| `replace_subsections` | boolean | No | For `replace_section`; default `true` replaces nested subsections. Set `false` to preserve them |
| `metadata` | object | No | Merge frontmatter fields independently of the body operation; provided keys overwrite or add values |
| `workspace` | string | No | Cloud workspace containing the note (name or tenant ID) |
| `expected_checksum` | string | No | Cloud reviewed notes require the checksum from structured `read_note`; stale or intersecting edits are rejected |

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P2 Badge Mark expected_checksum as conditionally required

The Required column says No even though this same row and the workflow guide state that Cloud notes with active review work require the checksum from read_note. An integrator relying on the parameter table can therefore omit it and have edits rejected; use Conditional, as this reference already does for other context-dependent parameters.

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