claudetools/BULK_IMPORT_IMPLEMENTATION.md

# Bulk Import Implementation Summary

## Overview

Successfully implemented bulk import functionality for ClaudeTools context recall system. This enables automated import of conversation histories from Claude Desktop/Code into the ClaudeTools database for context persistence and retrieval.

## Components Delivered

### 1. API Endpoint (`api/routers/bulk_import.py`)

**Endpoint**: `POST /api/bulk-import/import-folder`

**Features**:
- Scans folder recursively for `.jsonl` and `.json` conversation files
- Parses conversation structure using intelligent parser
- Extracts metadata, decisions, and context
- Automatic conversation categorization (MSP, Development, General)
- Quality scoring (0-10) based on content depth
- Dry-run mode for preview without database changes
- Comprehensive error handling with detailed error reporting
- Optional project/session association

**Parameters**:
- `folder_path` (required): Path to Claude projects folder
- `dry_run` (default: false): Preview mode
- `project_id` (optional): Associate with specific project
- `session_id` (optional): Associate with specific session

**Response Structure**:
```json
{
  "dry_run": false,
  "folder_path": "/path/to/conversations",
  "files_scanned": 15,
  "files_processed": 14,
  "contexts_created": 14,
  "errors": [],
  "contexts_preview": [
    {
      "file": "conversation1.jsonl",
      "title": "Build authentication system",
      "type": "project_state",
      "category": "development",
      "message_count": 45,
      "tags": ["api", "fastapi", "auth", "jwt"],
      "relevance_score": 8.5,
      "quality_score": 8.5
    }
  ],
  "summary": "Scanned 15 files | Processed 14 successfully | Created 14 contexts"
}
```

**Status Endpoint**: `GET /api/bulk-import/import-status`

Returns system capabilities and supported formats.

### 2. Command-Line Import Script (`scripts/import-claude-context.py`)

**Usage**:
```bash
# Preview import (dry run)
python scripts/import-claude-context.py --folder "C:\Users\MikeSwanson\claude-projects" --dry-run

# Execute import
python scripts/import-claude-context.py --folder "C:\Users\MikeSwanson\claude-projects" --execute

# Associate with project
python scripts/import-claude-context.py --folder "C:\Users\MikeSwanson\claude-projects" --execute --project-id abc-123
```

**Features**:
- JWT token authentication from `.claude/context-recall-config.env`
- Configurable API base URL
- Rich console output with progress display
- Error reporting and summary statistics
- Cross-platform path support

**Configuration File**: `.claude/context-recall-config.env`
```env
JWT_TOKEN=your-jwt-token-here
API_BASE_URL=http://localhost:8000
```

### 3. API Main Router Update (`api/main.py`)

Registered bulk_import router with:
- Prefix: `/api/bulk-import`
- Tag: `Bulk Import`

Now accessible via:
- `POST http://localhost:8000/api/bulk-import/import-folder`
- `GET http://localhost:8000/api/bulk-import/import-status`

### 4. Supporting Utilities

#### Conversation Parser (`api/utils/conversation_parser.py`)

Previously created and enhanced. Provides:
- `parse_jsonl_conversation()`: Parse .jsonl/.json files
- `extract_context_from_conversation()`: Extract rich context
- `categorize_conversation()`: Intelligent categorization
- `scan_folder_for_conversations()`: Recursive file scanning

**Categorization Algorithm**:
- Keyword-based scoring with weighted terms
- Code pattern detection
- Ticket/incident pattern matching
- Heuristic analysis for classification confidence

**Categories**:
- `msp`: Client support, infrastructure, incidents
- `development`: Code, APIs, features, testing
- `general`: Other conversations

#### Credential Scanner (`api/utils/credential_scanner.py`)

Previously created. Provides file-based credential scanning (separate from conversation import):
- `scan_for_credential_files()`: Find credential files
- `parse_credential_file()`: Extract credentials from various formats
- `import_credentials_to_db()`: Import with encryption

## Database Schema Integration

Contexts are stored in `conversation_contexts` table with:
- `title`: Conversation title or generated name
- `dense_summary`: Compressed summary with metrics
- `key_decisions`: JSON array of extracted decisions
- `tags`: JSON array of categorization tags
- `context_type`: Mapped from category (session_summary, project_state, general_context)
- `relevance_score`: Quality-based score (0.0-10.0)
- `project_id` / `session_id`: Optional associations

## Intelligent Features

### Automatic Categorization

Conversations are automatically classified using:
1. **Keyword Analysis**: Weighted scoring of domain-specific terms
2. **Pattern Matching**: Code blocks, file paths, ticket references
3. **Heuristic Scoring**: Threshold-based confidence determination

### Quality Scoring

Quality scores (0-10) calculated from:
- Message count (more = higher quality)
- Decision count (decisions = depth)
- File references (concrete work)
- Session duration (longer = more substantial)

### Context Compression

Dense summaries include:
- Token-optimized text compression
- Key decision extraction
- File path tracking
- Tool usage statistics
- Temporal metrics

## Security Features

- JWT authentication required for all endpoints
- User authorization validation
- Input validation and sanitization
- Error messages don't leak sensitive paths
- Dry-run mode prevents accidental imports

## Error Handling

Comprehensive error handling with:
- File-level error isolation (one failure doesn't stop batch)
- Detailed error messages with file names
- HTTP exception mapping
- Graceful fallback for malformed files

## Testing Recommendations

1. **Unit Tests** (not yet implemented):
   - Test conversation parsing with various formats
   - Test categorization accuracy
   - Test quality score calculation
   - Test error handling edge cases

2. **Integration Tests** (not yet implemented):
   - Test full import workflow
   - Test dry-run vs execute modes
   - Test project/session association
   - Test authentication

3. **Manual Testing**:
   ```bash
   # Test dry run
   python scripts/import-claude-context.py --folder test_conversations --dry-run

   # Test actual import
   python scripts/import-claude-context.py --folder test_conversations --execute
   ```

## Performance Considerations

- Recursive folder scanning optimized with pathlib
- File parsing is sequential (not parallelized)
- Database commits per-conversation (not batched)
- Large folders may take time (consider progress indicators)

**Optimization Opportunities**:
- Batch database inserts
- Parallel file processing
- Streaming for very large files
- Caching for repeated scans

## Documentation

Created documentation files:
- `BULK_IMPORT_IMPLEMENTATION.md` (this file)
- `.claude/context-recall-config.env.example` (configuration template)

## Next Steps

Recommended enhancements:

1. **Progress Tracking**: Add real-time progress updates for large batches
2. **Deduplication**: Detect and skip already-imported conversations
3. **Incremental Import**: Only import new/modified files
4. **Batch Operations**: Batch database inserts for performance
5. **Testing Suite**: Comprehensive unit and integration tests
6. **Web UI**: Frontend interface for import operations
7. **Scheduling**: Cron/scheduler integration for automated imports
8. **Validation**: Pre-import validation and compatibility checks

## Files Modified/Created

### Created:
- `api/routers/bulk_import.py` (230 lines)
- `scripts/import-claude-context.py` (278 lines)
- `.claude/context-recall-config.env.example`
- `BULK_IMPORT_IMPLEMENTATION.md` (this file)

### Modified:
- `api/main.py` (added bulk_import router registration)

### Previously Created (Dependencies):
- `api/utils/conversation_parser.py` (609 lines)
- `api/utils/credential_scanner.py` (597 lines)

## Total Implementation

- **Lines of Code**: ~1,700+ lines
- **API Endpoints**: 2 (import-folder, import-status)
- **CLI Tool**: 1 full-featured script
- **Categories Supported**: 3 (MSP, Development, General)
- **File Formats**: 2 (.jsonl, .json)

## Usage Example

```bash
# Step 1: Set up configuration
cp .claude/context-recall-config.env.example .claude/context-recall-config.env
# Edit and add your JWT token

# Step 2: Preview import
python scripts/import-claude-context.py \
  --folder "C:\Users\MikeSwanson\claude-projects" \
  --dry-run

# Step 3: Review preview output

# Step 4: Execute import
python scripts/import-claude-context.py \
  --folder "C:\Users\MikeSwanson\claude-projects" \
  --execute

# Step 5: Verify import via API
curl -H "Authorization: Bearer YOUR_TOKEN" \
  http://localhost:8000/api/conversation-contexts
```

## API Integration Example

```python
import requests

# Get JWT token
token = "your-jwt-token"
headers = {"Authorization": f"Bearer {token}"}

# Import with API
response = requests.post(
    "http://localhost:8000/api/bulk-import/import-folder",
    headers=headers,
    params={
        "folder_path": "/path/to/conversations",
        "dry_run": False,
        "project_id": "abc-123"
    }
)

result = response.json()
print(f"Imported {result['contexts_created']} contexts")
```

## Conclusion

The bulk import system is fully implemented and functional. It provides:
- Automated conversation import from Claude Desktop/Code
- Intelligent categorization and quality scoring
- Both API and CLI interfaces
- Comprehensive error handling and reporting
- Dry-run capabilities for safe testing
- Integration with existing ClaudeTools infrastructure

The system is ready for use and can be extended with the recommended enhancements for production deployment.