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rename(547): the server is grimoire — package, image, DB defaults, backups
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Browse Source 
Step 2 of the Scribe -> Grimoire rename.

- src/scribe -> src/grimoire, and every import, patch target, module path,
  hypercorn entry point and `python -m grimoire.restore` with it; pyproject,
  uv.lock and the frontend package are named grimoire.
- Image git.fabledsword.com/bvandeusen/fabledgrimoire; CI's Postgres service
  runs as grimoire / grimoire_test.
- Compose files default the DB user, database and (prod) volume to grimoire,
  each overridable from .env, so an install created as Scribe keeps its data
  by setting POSTGRES_USER, POSTGRES_DB and PGDATA_VOLUME.
- Backups are written as grimoire-<ts>.tar with format grimoire-backup-tar.
  Archives named scribe-* with the scribe-backup-tar manifest still restore
  and are still counted at the destination (folder and S3), with tests.
- Exports, the MCP auth realm, the ASGI scope key and the persistent logger
  carry the new name.

Kept on purpose: the secret-sealing key label stays "scribe.secrets.v1",
because every stored secret was derived under it.

Plugin identity (plugin name, hooks, env vars, .scribe marker, skills) is
step 3.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
This commit is contained in:
bvandeusen
2026-10-22 10:50:45 -04:00
co-authored by Claude Opus 5.5
parent e99f1169f7
commit 0f5ef0be63
447 changed files with 3611 additions and 3558 deletions
Download Patch File Download Diff File Expand all files Collapse all files
src/grimoire/__init__.py
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src/grimoire/app.py
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import logging
import time
import traceback as tb_module
from pathlib import Path
from quart import Quart, g, jsonify, make_response, request, send_from_directory
from grimoire.config import Config
from grimoire.routes.admin import admin_bp
from grimoire.routes.api import api
from grimoire.routes.auth import auth_bp
from grimoire.routes.export import export_bp
from grimoire.routes.notes import notes_bp
from grimoire.routes.milestones import milestones_bp
from grimoire.routes.task_logs import task_logs_bp
from grimoire.routes.projects import projects_bp
from grimoire.routes.retrieval import retrieval_bp
from grimoire.routes.settings import settings_bp
from grimoire.routes.tasks import tasks_bp
from grimoire.routes.groups import groups_bp
from grimoire.routes.shares import shares_bp
from grimoire.routes.in_app_notifications import notifications_bp
from grimoire.routes.users import users_bp
from grimoire.routes.api_keys import api_keys_bp
from grimoire.routes.search import search_bp
from grimoire.routes.knowledge import knowledge_bp
from grimoire.routes.rulebooks import rulebooks_bp
from grimoire.routes.plugin import plugin_bp
from grimoire.routes.design_systems import design_systems_bp
from grimoire.routes.trash import trash_bp
from grimoire.routes.dashboard import dashboard_bp
from grimoire.routes.systems import systems_bp
from grimoire.routes.canonical_systems import canonical_systems_bp
from grimoire.routes.platforms import platforms_bp
from grimoire.routes.family import family_bp
from grimoire.routes.lessons import lessons_bp
from grimoire.routes.snippets import snippets_bp
from grimoire.routes.webhooks import webhooks_bp
from grimoire.mcp import mount_mcp
STATIC_DIR = Path(__file__).parent / "static"
logger = logging.getLogger(__name__)
def create_app() -> Quart:
# Configure logging
logging.basicConfig(
format="%(asctime)s [%(levelname)s] %(name)s: %(message)s",
level=getattr(logging, Config.LOG_LEVEL.upper(), logging.INFO),
)
# Validate config early so misconfigurations surface immediately with clear messages
try:
Config.validate()
except ValueError as exc:
logging.getLogger(__name__).error("Invalid configuration:\n%s", exc)
raise
app = Quart(__name__, static_folder=None)
app.secret_key = Config.SECRET_KEY
app.config["SESSION_COOKIE_HTTPONLY"] = True
app.config["SESSION_COOKIE_SAMESITE"] = "Lax"
app.config["SESSION_COOKIE_SECURE"] = Config.SECURE_COOKIES
if Config.SECRET_KEY == "dev-secret-change-me":
logger.warning(
"SECRET_KEY is set to the default value — session cookies are insecure. "
"Set SECRET_KEY or SECRET_KEY_FILE for production use."
)
if not Config.TRUST_PROXY_HEADERS:
logger.warning(
"TRUST_PROXY_HEADERS is not set. If this instance is behind a reverse proxy "
"(nginx, Caddy, Traefik) set TRUST_PROXY_HEADERS=true so rate limiting uses "
"real client IPs rather than the proxy IP."
)
app.register_blueprint(admin_bp)
app.register_blueprint(api)
app.register_blueprint(auth_bp)
app.register_blueprint(export_bp)
app.register_blueprint(milestones_bp)
app.register_blueprint(notes_bp)
app.register_blueprint(projects_bp)
app.register_blueprint(retrieval_bp)
app.register_blueprint(settings_bp)
app.register_blueprint(task_logs_bp)
app.register_blueprint(tasks_bp)
app.register_blueprint(groups_bp)
app.register_blueprint(shares_bp)
app.register_blueprint(notifications_bp)
app.register_blueprint(users_bp)
app.register_blueprint(api_keys_bp)
app.register_blueprint(search_bp)
app.register_blueprint(knowledge_bp)
app.register_blueprint(lessons_bp)
app.register_blueprint(rulebooks_bp)
app.register_blueprint(plugin_bp)
app.register_blueprint(design_systems_bp)
app.register_blueprint(trash_bp)
app.register_blueprint(dashboard_bp)
app.register_blueprint(systems_bp)
app.register_blueprint(canonical_systems_bp)
app.register_blueprint(platforms_bp)
app.register_blueprint(family_bp)
app.register_blueprint(snippets_bp)
app.register_blueprint(webhooks_bp)
@app.before_request
async def before_request():
g.request_start = time.monotonic()
@app.after_request
async def after_request(response):
duration = time.monotonic() - getattr(g, "request_start", time.monotonic())
duration_ms = round(duration * 1000, 1)
# Downgrade noisy high-frequency / static paths to DEBUG
_quiet = (
request.path in {"/api/health", "/api/chat/status"}
or request.path.startswith(("/static/", "/assets/", "/sw.js", "/manifest.json"))
)
log_fn = logger.debug if _quiet else logger.info
log_fn(
"%s %s %s %.1fms",
request.method,
request.path,
response.status_code,
duration_ms,
)
# Log usage for API requests (skip logs endpoint to avoid recursion)
if request.path.startswith("/api/") and not request.path.startswith("/api/admin/logs"):
try:
from grimoire.services.logging import log_usage
user = getattr(g, "user", None)
await log_usage(
user_id=user.id if user else None,
username=user.username if user else None,
endpoint=request.path,
method=request.method,
status_code=response.status_code,
duration_ms=duration_ms,
)
except Exception:
logger.debug("Failed to log usage", exc_info=True)
response.headers.setdefault("X-Content-Type-Options", "nosniff")
response.headers.setdefault("X-Frame-Options", "DENY")
response.headers.setdefault("Referrer-Policy", "strict-origin-when-cross-origin")
response.headers.setdefault(
"Content-Security-Policy",
"default-src 'self'; "
"script-src 'self' 'unsafe-inline' 'wasm-unsafe-eval'; "
"style-src 'self' 'unsafe-inline' https://fonts.googleapis.com; "
"img-src 'self' data: blob:; "
"connect-src 'self'; "
"font-src 'self' data: https://fonts.gstatic.com; "
"object-src 'none'; "
"base-uri 'self'; worker-src 'self' blob:;"
)
return response
@app.before_serving
async def startup():
import asyncio
# Set on the last line of this hook; the deferred backfill below waits
# on it. An Event rather than a bare bool so the waiter is woken
# instead of polling, and declared here — inside the hook, where
# `asyncio` is in scope and a running loop exists — rather than in
# `create_app`, which runs before either is true.
_startup_finished = asyncio.Event()
from grimoire.services.auth import start_auth_token_retention_loop
from grimoire.services.embeddings import (
backfill_milestone_embeddings, backfill_note_embeddings,
backfill_rule_embeddings, backfill_system_embeddings,
)
from grimoire.services.logging import start_log_retention_loop
from grimoire.services.notifications import start_notification_loop
start_log_retention_loop()
start_notification_loop()
start_auth_token_retention_loop()
# Write down any shipped default that moved in this release.
#
# INLINE AND AWAITED, deliberately, against the instinct the block
# below argues for. The startup hazard is CONCURRENCY — a background
# task created here racing this hook for the same pool. Running
# sequentially creates no such contention, and this is a dozen
# single-row reads on an index against a table with a handful of rows.
#
# It has to finish before serving because the thing it protects is a
# telemetry read: `band_hugs_floor` compares a band against a floor,
# and across a release that changed the floor those describe different
# regimes. A readout served before the change was recorded is the very
# answer this exists to stop giving. Failure is logged and swallowed —
# provenance is worth a lot and never worth refusing to boot.
try:
from grimoire.services.retrieval_tuning import record_release_defaults
moved = await record_release_defaults()
for row in moved:
if not row["baseline"]:
app.logger.info(
"release moved %s's shipped %s: %s -> %s",
row["surface"], row["dial"],
row["old_value"], row["new_value"],
)
except Exception:
app.logger.warning("could not record release defaults", exc_info=True)
# Backfill embeddings for any notes that don't have one. Runs in the
# background so it never blocks the server from accepting requests —
# and not until the rest of this hook has finished.
#
# "Background" is true of REQUESTS and false of STARTUP. A task
# created here begins immediately, while `before_serving` is still
# running, so its passes would compete with the startup hook's own
# database reads for the same connection pool. That is survivable on a
# healthy disk and fatal on a sick one: Hypercorn kills a worker whose
# lifespan hook overruns, and nothing retries it.
#
# The wait is on the SERVING FLAG rather than a sleep, because a sleep
# would be a guess about how long the rest of the hook takes and would
# be wrong in exactly the conditions that matter.
async def _delayed_backfill() -> None:
await _startup_finished.wait()
try:
await backfill_note_embeddings()
except Exception:
logger.warning("Embedding backfill failed", exc_info=True)
# A rule with no vector is unfindable by meaning; this pass fills
# any that are missing.
try:
await backfill_rule_embeddings()
except Exception:
logger.warning("Rule embedding backfill failed", exc_info=True)
# Likewise a milestone: a plan with no vector is findable only
# after this pass.
try:
await backfill_milestone_embeddings()
except Exception:
logger.warning("Milestone embedding backfill failed", exc_info=True)
# A System charter with no vector is unfindable — the System could
# narrow a search and never be the answer to one.
try:
await backfill_system_embeddings()
except Exception:
logger.warning("System embedding backfill failed", exc_info=True)
# Snippets written before migration 0070 have no `notes.data` mirror,
# and the location reverse lookup queries that column — an unfilled
# row would read as "no snippet here" rather than as a gap. Separate
# try block so neither backfill can skip the other.
try:
from grimoire.services.snippets import backfill_snippet_data
await backfill_snippet_data()
except Exception:
logger.warning("Snippet data backfill failed", exc_info=True)
# Created here but gated on the flag released at the END of this hook,
# so the task exists (nothing can forget to start it) while none of its
# work overlaps startup's own.
asyncio.create_task(_delayed_backfill())
# RELEASED IN A `finally`, never after the work.
# The waiter above has no deadline of its own, and the way to make an
# undeadlined wait safe is to make the release unmissable: if anything
# below raises, the flag is still set and the task ends instead of
# living on as a coroutine nobody will ever wake.
try:
# Recurrence scheduler (recurring-task spawn every 15m)
from grimoire.services.recurrence_scheduler import start_recurrence_scheduler
start_recurrence_scheduler(asyncio.get_running_loop())
# Version-pinning scheduler (daily auto-pin scan at 03:00 UTC)
from grimoire.services.version_pinning_scheduler import (
start_version_pinning_scheduler,
)
start_version_pinning_scheduler(asyncio.get_running_loop())
# Trash retention scheduler (daily expired-trash purge at 03:30 UTC)
from grimoire.services.trash_scheduler import start_trash_scheduler
start_trash_scheduler(asyncio.get_running_loop())
# DB maintenance scheduler (daily targeted VACUUM ANALYZE, default
# 04:00 UTC). `get_maintenance_hour` is the FIRST database read in
# this hook and is bounded for that reason — see the long
# comment above `_STARTUP_READ_TIMEOUT`. Anything added here that
# touches the database needs the same treatment: a lifespan hook
# that does not return is a worker that never serves.
from grimoire.services.db_maintenance_scheduler import (
get_maintenance_hour,
start_db_maintenance_scheduler,
)
start_db_maintenance_scheduler(
asyncio.get_running_loop(), await get_maintenance_hour()
)
# Scheduled backups. An hourly tick that reads its config when it
# fires, so starting it reads nothing here.
from grimoire.services.backup_job import start_backup_scheduler
start_backup_scheduler(asyncio.get_running_loop())
# Diagnostic instrumentation — heartbeat, signal handlers, asyncio
# exception hook. Cheap (~1 log line/min), high diagnostic value when
# the app crashes mysteriously. See services/diagnostics.py.
from grimoire.services.diagnostics import start_diagnostics
start_diagnostics(asyncio.get_running_loop())
finally:
# STARTUP IS OVER — release the backfill. Everything above
# is work the server needs done before it serves; everything the
# backfill does is work that can wait for a server already up.
logger.info("Startup complete; releasing deferred backfill")
_startup_finished.set()
@app.after_serving
async def shutdown():
from grimoire.services.recurrence_scheduler import stop_recurrence_scheduler
stop_recurrence_scheduler()
from grimoire.services.version_pinning_scheduler import (
stop_version_pinning_scheduler,
)
stop_version_pinning_scheduler()
from grimoire.services.trash_scheduler import stop_trash_scheduler
stop_trash_scheduler()
from grimoire.services.db_maintenance_scheduler import (
stop_db_maintenance_scheduler,
)
stop_db_maintenance_scheduler()
from grimoire.services.backup_job import stop_backup_scheduler
stop_backup_scheduler()
from grimoire.services.diagnostics import stop_diagnostics
stop_diagnostics()
@app.route("/")
async def serve_index():
resp = await make_response(
await send_from_directory(STATIC_DIR, "index.html")
)
resp.headers["Cache-Control"] = "no-cache, no-store, must-revalidate"
return resp
# File extensions that belong to the SPA or its assets.
# Anything else with an extension is not a valid app path and gets a hard 404.
_SPA_EXTENSIONS = {
"", ".html", ".js", ".css", ".ico", ".png", ".jpg", ".jpeg",
".svg", ".webp", ".woff", ".woff2", ".ttf", ".otf", ".map", ".json",
}
@app.errorhandler(404)
async def handle_404(error):
# Return JSON 404 for API routes
if request.path.startswith("/api/"):
return jsonify({"error": "Not found"}), 404
# Try to serve a real static file first
path = request.path.lstrip("/")
file_path = STATIC_DIR / path
if path and file_path.is_file():
return await send_from_directory(STATIC_DIR, path)
# Reject paths with file extensions the app doesn't serve.
# This turns scanner probes (.php, .asp, .cgi, etc.) into honest 404s
# instead of serving them the Vue SPA with a misleading 200.
from pathlib import PurePosixPath
suffix = PurePosixPath(request.path).suffix.lower()
if suffix not in _SPA_EXTENSIONS:
return "", 404
# SPA fallback for clean client-side routes (/notes/123, /chat, etc.)
resp = await make_response(
await send_from_directory(STATIC_DIR, "index.html")
)
resp.headers["Cache-Control"] = "no-cache, no-store, must-revalidate"
return resp
@app.errorhandler(500)
async def handle_500(error):
logger.exception("Internal server error on %s %s", request.method, request.path)
try:
from grimoire.services.logging import log_error
user = getattr(g, "user", None)
await log_error(
user_id=user.id if user else None,
username=user.username if user else None,
endpoint=request.path,
method=request.method,
error_type=type(error).__name__,
error_message=str(error),
traceback=tb_module.format_exc(),
)
except Exception:
logger.debug("Failed to log error", exc_info=True)
if request.path.startswith("/api/"):
return jsonify({"error": "Internal server error"}), 500
return "Internal Server Error", 500
mount_mcp(app)
return app
src/grimoire/auth.py
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import functools
from quart import g, jsonify, request, session
from grimoire.services.auth import get_user_by_id
from grimoire.services.api_keys import lookup_key
def _check_auth(f, required_role: str | None = None):
@functools.wraps(f)
async def decorated(*args, **kwargs):
# --- Bearer token path ---
auth_header = request.headers.get("Authorization", "")
if auth_header.startswith("Bearer "):
raw_key = auth_header[len("Bearer "):]
api_key = await lookup_key(raw_key)
if api_key is None:
return jsonify({"error": "Invalid or revoked API key"}), 401
user = await get_user_by_id(api_key.user_id)
if not user:
return jsonify({"error": "User not found"}), 401
# Scope enforcement: read-only keys cannot mutate
if api_key.scope == "read" and request.method not in ("GET", "HEAD", "OPTIONS"):
return jsonify({"error": "Read-only key cannot perform write operations"}), 403
# Role check (admin_required routes)
if required_role and user.role != required_role:
return jsonify({"error": "Admin access required"}), 403
g.user = user
g.api_key = api_key
return await f(*args, **kwargs)
# --- Session path (unchanged) ---
user_id = session.get("user_id")
if not user_id:
return jsonify({"error": "Authentication required"}), 401
user = await get_user_by_id(user_id)
if not user:
session.clear()
return jsonify({"error": "Authentication required"}), 401
if session.get("session_version") != user.session_version:
session.clear()
return jsonify({"error": "Session expired. Please log in again."}), 401
if required_role and user.role != required_role:
return jsonify({"error": "Admin access required"}), 403
g.user = user
return await f(*args, **kwargs)
return decorated
def login_required(f):
return _check_auth(f)
def admin_required(f):
return _check_auth(f, required_role="admin")
def get_current_user_id() -> int:
return g.user.id
src/grimoire/config.py
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import os
def _read_secret(env_var: str, secret_file_var: str, default: str) -> str:
"""Read a config value from env var, or from a Docker secrets file."""
value = os.environ.get(env_var)
if value:
return value
secret_file = os.environ.get(secret_file_var)
if secret_file:
try:
with open(secret_file) as f:
return f.read().strip()
except FileNotFoundError:
pass
return default
class Config:
DATABASE_URL: str = _read_secret(
"DATABASE_URL",
"DATABASE_URL_FILE",
"postgresql+asyncpg://grimoire:grimoire@localhost:5432/grimoire",
)
SECRET_KEY: str = _read_secret("SECRET_KEY", "SECRET_KEY_FILE", "dev-secret-change-me")
SECURE_COOKIES: bool = os.environ.get("SECURE_COOKIES", "").lower() in ("1", "true", "yes")
LOG_LEVEL: str = os.environ.get("LOG_LEVEL", "INFO")
LOG_RETENTION_DAYS: int = int(os.environ.get("LOG_RETENTION_DAYS", "90"))
# SMTP defaults (overridden by DB settings when configured via admin UI)
SMTP_HOST: str = os.environ.get("SMTP_HOST", "")
SMTP_PORT: int = int(os.environ.get("SMTP_PORT", "587"))
SMTP_USERNAME: str = os.environ.get("SMTP_USERNAME", "")
SMTP_PASSWORD: str = _read_secret("SMTP_PASSWORD", "SMTP_PASSWORD_FILE", "")
SMTP_FROM_ADDRESS: str = os.environ.get("SMTP_FROM_ADDRESS", "")
SMTP_FROM_NAME: str = os.environ.get("SMTP_FROM_NAME", "Fabled Grimoire")
SMTP_USE_TLS: bool = os.environ.get("SMTP_USE_TLS", "true").lower() in ("1", "true", "yes")
BASE_URL: str = os.environ.get("BASE_URL", "http://localhost:5000").rstrip("/")
TRUST_PROXY_HEADERS: bool = os.environ.get("TRUST_PROXY_HEADERS", "").lower() in ("1", "true", "yes")
# Git URL of the repo that ships this Grimoire plugin. There is one correct
# value per deployment (the repo serving the plugin), so it's a config
# default — not something each user types. Surfaced in Settings → MCP Access
# as the default install-command marketplace; an admin can still override it
# per-instance via the Plugin marketplace setting.
PLUGIN_MARKETPLACE_URL: str = os.environ.get(
"PLUGIN_MARKETPLACE_URL",
"https://git.fabledsword.com/bvandeusen/FabledScribe.git",
)
# OIDC / OAuth2 SSO (e.g. Authentik)
OIDC_ISSUER: str = os.environ.get("OIDC_ISSUER", "")
OIDC_CLIENT_ID: str = os.environ.get("OIDC_CLIENT_ID", "")
OIDC_CLIENT_SECRET: str = _read_secret("OIDC_CLIENT_SECRET", "OIDC_CLIENT_SECRET_FILE", "")
OIDC_SCOPES: str = os.environ.get("OIDC_SCOPES", "openid profile email")
LOCAL_AUTH_ENABLED: bool = os.environ.get("LOCAL_AUTH_ENABLED", "true").lower() not in ("0", "false", "no")
# SearXNG web search (external instance). Currently only surfaced via
# /api/settings/search for the Integrations tab's status indicator —
# the MCP layer doesn't proxy web search (Claude has its own).
SEARXNG_URL: str = os.environ.get("SEARXNG_URL", "")
# Git forge integration — optional read access to a git forge so
# snippet bodies can be fetched/verified server-side. Connections are
# per-user keyring rows (Settings → Git forges); these env values
# survive as an implicit keyring entry for ADMIN users' projects only, so
# a deployment can keep the operator's token in a Docker secret instead
# of the database. A stored row for the same host wins over the env entry.
FORGE_KIND: str = os.environ.get("FORGE_KIND", "")
FORGE_BASE_URL: str = os.environ.get("FORGE_BASE_URL", "").rstrip("/")
FORGE_TOKEN: str = _read_secret("FORGE_TOKEN", "FORGE_TOKEN_FILE", "")
FORGE_WEBHOOK_SECRET: str = _read_secret(
"FORGE_WEBHOOK_SECRET", "FORGE_WEBHOOK_SECRET_FILE", ""
)
@classmethod
def oidc_enabled(cls) -> bool:
return bool(cls.OIDC_ISSUER and cls.OIDC_CLIENT_ID and cls.OIDC_CLIENT_SECRET)
@classmethod
def searxng_enabled(cls) -> bool:
return bool(cls.SEARXNG_URL)
@classmethod
def validate(cls) -> None:
"""Validate critical config values at startup. Raises ValueError on misconfiguration."""
errors: list[str] = []
if cls.LOG_RETENTION_DAYS < 1:
errors.append(f"LOG_RETENTION_DAYS={cls.LOG_RETENTION_DAYS} must be >= 1")
if not (1 <= cls.SMTP_PORT <= 65535):
errors.append(f"SMTP_PORT={cls.SMTP_PORT} must be between 1 and 65535")
if cls.oidc_enabled() and not cls.BASE_URL.startswith(("http://", "https://")):
errors.append(f"BASE_URL='{cls.BASE_URL}' must start with http:// or https:// when OIDC is enabled")
if cls.SECRET_KEY == "dev-secret-change-me" and cls.SECURE_COOKIES:
errors.append(
"SECRET_KEY is set to the insecure default but SECURE_COOKIES=true indicates "
"a production deployment. Set SECRET_KEY or SECRET_KEY_FILE before starting."
)
if errors:
raise ValueError("Configuration errors:\n" + "\n".join(f" - {e}" for e in errors))
src/grimoire/mcp/__init__.py
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"""In-app MCP server. Exposes Fabled Grimoire data via the MCP streamable-HTTP transport.
Auth uses the existing `api_keys` table: a Bearer token in the Authorization
header resolves to a user, and every tool call acts on that user's data only.
"""
from grimoire.mcp.server import build_mcp_server, mount_mcp
__all__ = ["build_mcp_server", "mount_mcp"]
src/grimoire/mcp/_context.py
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"""Per-request MCP context.
The ASGI middleware (mcp/server.py) populates `_user_id_ctx` from
scope['grimoire_user_id'] before dispatching to MCPServer tool handlers.
Tool functions then call `current_user_id()` to retrieve it.
Tools must never fall back to a default user — `current_user_id()` raises
if called outside a properly-authed MCP request.
"""
from contextvars import ContextVar
_user_id_ctx: ContextVar[int | None] = ContextVar("grimoire_mcp_user_id", default=None)
def current_user_id() -> int:
"""Return the user_id for the in-flight MCP request. Raises if unset."""
uid = _user_id_ctx.get()
if uid is None:
raise RuntimeError("no MCP user context — request was not bearer-authed")
return uid
src/grimoire/mcp/auth.py
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"""MCP-side Bearer token resolution. Reuses the existing api_keys infrastructure."""
from __future__ import annotations
from grimoire.services.api_keys import lookup_key
async def resolve_bearer(auth_header: str | None) -> tuple[int, str] | None:
"""Resolve a Bearer token to (user_id, scope).
scope is 'read' or 'write'. Returns None for a missing/malformed/invalid
token. The MCP dispatch layer uses scope to deny write-class tool calls
from read-only keys — the same read/write boundary the REST API enforces.
"""
if not auth_header or not auth_header.startswith("Bearer "):
return None
raw_token = auth_header[len("Bearer "):].strip()
if not raw_token:
return None
api_key = await lookup_key(raw_token)
if api_key is None:
return None
return api_key.user_id, (api_key.scope or "write")
src/grimoire/mcp/server.py
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"""MCPServer instance + Quart mount-point. Tools are registered in mcp/tools/."""
from __future__ import annotations
import difflib
from mcp.server.mcpserver import MCPServer
from mcp.server.mcpserver.exceptions import ToolError, UnexpectedToolError
from mcp.server.transport_security import TransportSecuritySettings
from quart import Quart
## What this block is — read before editing it
#
# ONE OWNER PER PIECE OF GUIDANCE. Grimoire's guidance to agents lives where it
# can be delivered, and each topic is stated in full exactly once:
# - Tool docstrings: each tool's contract, delivered with its schema.
# - In-band tool responses: behaviour prose cannot be trusted to trigger —
# the duplicate gate, the guessed-id refusal, `systems_hint`,
# `placement` and `report_back` — at the moment it applies.
# - The bundled skills (Agent Skills, client-neutral): every reflex in full.
# `using-scribe` owns the working reflexes; the process skills own arcs.
# - Client adapters (the Claude Code plugin today): timing and that
# client's own conventions, never a copy of the above.
# tests/test_guidance_ownership.py holds the topic registry that enforces it.
#
# THIS BLOCK IS THE SERVER'S ORIENTATION: the workflow across tools. It reaches
# every MCP client, so it names no client, and it points at where each practice
# is stated rather than restating it. What belongs here, per the MCP spec: how
# the tools fit together — which to call first, which before which. What does
# not: a tool's own contract (its description carries it), and stance — who
# judges, how to report, what a missed rule means. Those fire mid-work, not at
# the start; the skills state them and in-band responses (`placement`,
# `report_back`) cue them at the moment they apply. A new topic gets a line
# here only if it is a session-start practice.
#
# BUDGET: at most 1,600 characters (test_instructions_fit_the_fold). Claude
# Code injects only the first ~2,048 characters of a server's instructions and
# cuts the rest mid-word, and other clients differ, so nothing load-bearing may
# sit past the fold. A block pressed against the cap is being used as a
# rulebook.
_INSTRUCTIONS = """
Grimoire is the operator's system of record, and yours: recall before acting,
record as you go, keep one copy here, not in local memory. Each
practice is stated in full in a skill or a tool description.
- Start with enter_project(id): the project, open work, Systems, design
system. `inception`: ask what it inherits, then decide_project_inception.
`family`: shared ideas to answer (family-canon skill).
- Rules are not preloaded; one arrives when your work matches it or reaches
a moment it is mounted on (list_moments; mount rules about WHEN). Before a
consequential act, what_might_apply("what you are about to do");
search(content_type="rule") reads one you suspect. Silence means nothing
matched, not none. Rules bind; preferences guide and you keep them current;
lessons inform.
- Search before acting or building, scoped with the active project_id; start
from a recorded snippet; before the turn ends, say what you built
(create_snippet the reusable, classify_shapes the rest).
- Work is tasks (a fix is kind="issue"): in_progress on start, add_task_log as
you go, done on finish; tag system_ids.
- A plan is a milestone: find the existing one
(search(content_type="milestone")) before start_planning.
- IDs exist only once a create returns them; records citing each other go
through create_records, writing {{ref:N}} for the Nth.
- In UI work the design system binds: resolve_design_system before
writing a value.
Creates are duplicate-gated: a near-match returns the id to update instead.
shared:true records are another user's suggestion, not settled practice.
"""
# Tools a read-only API key may call. Anything not listed is treated as a
# write for read keys (default-deny), so a newly-added tool is locked down
# until explicitly classified here.
#
# The list stays EXPLICIT rather than being derived from the name. A read key is
# what you hand to something you don't fully trust — a dashboard, a CI job, a
# shared integration — and a boundary inferred from a naming convention grants
# access to whatever a future author happens to call `get_*`. Enumerating it is
# the point; staleness is the cost, and test_mcp_auth covers that: EVERY
# registered tool must appear in exactly one of _READ_ONLY_TOOLS, _WRITE_TOOLS or
# _DELIBERATELY_WRITE_SCOPED below, so adding one forces a decision instead of
# silently denying it — whatever the tool is called.
#
# Membership means "reads the operator's data and mutates none of it". Several
# getters record a retrieval event via record_pulled; that is telemetry about
# the read itself, not a change to what was read, and it must keep working for a
# read key or the corpus's surfaced:pulled ratio silently under-counts whichever
# consumers hold one.
_READ_ONLY_TOOLS = frozenset({
"get_note", "get_project", "get_rule", "get_rulebook",
"get_task", "get_milestone", "get_recent", "enter_project",
"list_milestones", "list_notes", "list_projects", "list_rulebooks",
"list_rules", "list_tags", "list_tasks", "list_topics", "list_trash",
"search",
"get_system", "list_systems", "list_system_records",
# The global area catalog and its mapping REPORT — propose writes nothing;
# map_system_to_canonical is the separate, explicitly-called write.
"list_canonical_systems", "propose_canonical_mappings",
# Reports on the corpus. Reads only — the merge or supersession each
# suggests is a separate, explicitly-called write.
"find_duplicate_snippets", "find_duplicate_records",
# Snippets and processes are notes with a kind. A key that may read a note
# but not a snippet inverts the sensitivity ordering: it exposes the
# free-text records and withholds the structured ones.
"get_snippet", "list_snippets",
"get_process", "list_processes",
"get_lesson", "list_lessons",
# Design systems: read, resolve (inheritance + mode), render, and compare
# against recorded snippets. All four compute from stored records and write
# nothing — the drift report is a report, and applying it is a separate
# explicit call.
"get_design_system", "list_design_systems", "resolve_design_system",
"get_design_system_stylesheet", "list_design_tokens",
"check_snippets_against_design_system", "list_starter_role_groups",
# Which repos map to which project. Read-only by nature; bind_repo /
# unbind_repo are the writes.
"list_repo_bindings",
# The shape ledger's todo query. Reads only — classify_shapes is
# the write, and it is deliberately NOT here.
"list_shapes", "shape_history", "stamps_to_review",
# The retrieval telemetry readout. Aggregates two log tables and
# writes nothing. Listed explicitly because its name carries no read
# prefix, so the completeness test below cannot derive it — the same
# reason `enter_project` is spelled out above.
"retrieval_telemetry",
# The note staleness sweep. A pure read — mark_note_verified
# is the write, and it is deliberately NOT here. Spelled out for
# retrieval_telemetry's reason: `notes_due_for_verification` matches none of
# the prefixes the completeness test derives from, so nothing would have
# prompted this decision.
"notes_due_for_verification",
# The review pass's sample. Re-runs logged queries and writes no
# row of any kind — not even telemetry, since nothing is put in front of a
# working session. Spelled out for retrieval_telemetry's reason.
"menus_to_review",
# Its rule twin and a rule's edit history. Both pure reads with no read
# prefix, so spelled out; rule_history records a pull the way the getters
# above do.
"rules_due_for_verification", "rule_history",
# What each retrieval surface's floor and budget currently are, and what
# has been changed about them. Both pure reads; `tune_retrieval` is
# the write and is deliberately NOT here. Read access matters more than
# usual for these two: a session that cannot see the bar in force, or the
# reason it was last moved, is a session that will move it again blind.
"retrieval_surfaces", "retrieval_tuning_history",
# The wide net — ranked rule candidates with no bar, for the
# moment before a consequential act. A pure read, and one a read key needs
# most: it is the surface the "ask before acting" reflex calls, and a key
# that could not reach it would be denied exactly the check it should run.
"what_might_apply",
# The moment catalog. A pure read of a constant; the
# mount and mapping writes that use it are separate tools. Spelled out for
# retrieval_telemetry's reason, and needed by a read key so that a line
# naming a moment can be understood by whoever was shown it.
"list_moments",
# The default reply shapes. A pure read of a constant, and
# one a read key needs: a session shown a shape may want the rest.
"list_reply_shapes",
# The platform catalog and a project's answers. A pure
# read; set_project_platforms is the write.
"list_platforms",
# Family canon: ideas, one idea with its precedents, the
# decision log, and the adoption ledger. Reads of records the caller can
# read.
"list_family_ideas", "get_family_idea", "list_family_decisions",
"get_family_adoption", "list_family_adoptions",
# The pass over the corpus and its queue: which
# rules are unjudged and which proposals wait. Reads of the caller's own
# rules, as list_rules is.
"rules_to_mount", "rule_moment_proposals",
})
# Every tool that WRITES, by name. Nothing reads this set at runtime — a tool
# absent from _READ_ONLY_TOOLS is already denied to a read key. It exists so the
# classification is total: test_mcp_auth requires every registered tool to sit
# in exactly one of the three sets, which is what makes forgetting impossible
# rather than merely unlikely. A test that only asked about read-looking names
# would miss a read named any other way.
_WRITE_TOOLS = frozenset({
# notes, tasks, planning
"create_note", "update_note", "delete_note",
"create_lesson", "update_lesson", "delete_lesson", "judge_lesson_link",
"create_task", "update_task", "delete_task", "add_task_log",
"create_records", "start_planning",
"create_milestone", "update_milestone", "delete_milestone",
"mark_note_verified",
# projects, Systems, repos
"create_project", "update_project", "delete_project", "decide_project_inception",
"create_system", "update_system", "delete_system", "map_system_to_canonical",
"set_project_platforms",
# family canon — the promotion engine
"propose_family_idea", "promote_family_idea", "retire_family_idea",
"undo_family_decision",
# family canon — the adoption ledger
"revise_family_idea", "assess_family_adoption", "resolve_family_conflict",
"set_family_references", "set_family_topic",
"bind_repo", "unbind_repo",
# snippets, processes, the shape ledger
"create_snippet", "update_snippet", "delete_snippet", "verify_snippet",
"merge_snippets", "unmerge_snippet",
"create_process", "update_process", "delete_process",
"classify_shapes", "classify_shapes_by_rule", "confirm_shape_proposals",
"refresh_pattern_coverage",
# design systems
"create_design_system", "update_design_system", "delete_design_system",
"create_design_token", "update_design_token", "delete_design_token",
"set_project_design_system",
# rules
"create_rulebook", "update_rulebook", "delete_rulebook",
"create_topic", "update_topic", "delete_topic",
"create_rule", "create_project_rule", "update_rule", "move_rule", "delete_rule",
"create_preference", "update_preference",
"relate_rules", "unrelate_rules", "mark_rule_verified",
# rule_outcome writes only telemetry, which is the case _READ_ONLY_TOOLS
# above explicitly tolerates for getters that call record_pulled. It is
# classed as a WRITE anyway, on the difference that matters: those are
# reads that happen to leave a trace, while this tool's entire effect is
# the row — and the row carries `detail`, free prose the agent authored.
# A read-scoped key that can put text into the operator's database is not
# read-scoped, whatever table it lands in.
"rule_outcome",
# retrieval tuning — a write in both senses: it moves the number the arm
# reads, and it appends the reason to the audit trail.
"tune_retrieval",
"migrate_retrieval_floor",
# Which actions reach which moment on this install. Each
# changes what fires for every later session, so a read key is refused.
"map_action", "unmap_action",
# Proposing moments for a rule writes a judgment row; judging one mounts
# or unmounts the rule.
"propose_rule_moments", "judge_rule_moments",
# A misfire report writes a counted row that can become an unmount
# proposal.
"rule_misfired",
# A reviewer's verdicts on logged menu lines — rows carrying free
# prose the agent authored, `rule_outcome`'s reason for being a write.
"judge_menu",
# trash
"restore", "purge_trash",
})
# Read-SHAPED tools that must NOT be reachable with a read key — a getter that
# creates on miss, a list that has a side effect. Empty today, and deliberately
# kept as a declared escape hatch rather than left implicit: without it, the
# completeness test would push a future `get_or_create_*` into the allow-list
# above, which is exactly the wrong way to make a test pass.
_DELIBERATELY_WRITE_SCOPED: frozenset[str] = frozenset()
async def _buffer_request_body(receive):
"""Drain the ASGI request body and return (body_bytes, replay_receive).
The MCP sub-app still needs to read the body, so we return a fresh
`receive` that replays the buffered bytes.
"""
chunks: list[bytes] = []
more = True
while more:
message = await receive()
if message["type"] == "http.request":
chunks.append(message.get("body", b""))
more = message.get("more_body", False)
else: # http.disconnect
more = False
body = b"".join(chunks)
sent = False
async def replay():
nonlocal sent
if not sent:
sent = True
return {"type": "http.request", "body": body, "more_body": False}
return {"type": "http.disconnect"}
return body, replay
def _body_calls_write_tool(body: bytes) -> bool:
"""True if the JSON-RPC body invokes a tool outside the read all-list."""
import json
try:
payload = json.loads(body)
except Exception:
return False
items = payload if isinstance(payload, list) else [payload]
for item in items:
if not isinstance(item, dict):
continue
if item.get("method") == "tools/call":
name = (item.get("params") or {}).get("name", "")
if name and name not in _READ_ONLY_TOOLS:
return True
return False
class StrictArgsMCPServer(MCPServer):
"""An MCPServer that REJECTS tool calls carrying undeclared arguments.
The SDK validates arguments with a pydantic model built from the tool
signature, and pydantic's default extra-field policy is "ignore" — so a
misnamed argument simply vanishes and the tool runs with that field's
default. On the create/update tools the default is "", which turns a
plausible near-miss (`content=` for `body=`, primed by add_task_log's
`content`) into SILENT DATA LOSS: the call reports success and stores an
empty body, leaving a record search cannot see.
An error the caller sees once is strictly better than data half-written
forever, so the policy is applied to every tool: nothing here knows tool
semantics, only that an argument nobody
declared cannot have been meant to be dropped.
"""
# ToolError, not ValueError: since SDK 2.x only a ToolError's text reaches
# the caller. Anything else is wrapped as UnexpectedToolError("Error
# executing tool X") and its message stays on the server. A misnamed
# argument is the caller's mistake, and the caller needs to read why.
async def call_tool(self, name, arguments, context=None):
try:
tool = self._tool_manager.get_tool(name)
except Exception:
tool = None # unknown tool → let upstream produce its own error
if tool is not None:
declared = set((tool.parameters or {}).get("properties", {}))
unknown = sorted(set(arguments or {}) - declared)
if unknown:
hints = []
for arg in unknown:
close = difflib.get_close_matches(arg, sorted(declared), n=1)
suggestion = f" (did you mean '{close[0]}'?)" if close else ""
hints.append(f"'{arg}'{suggestion}")
raise ToolError(
f"{name} does not accept argument(s) {', '.join(hints)}. "
f"It accepts: {', '.join(sorted(declared))}. Nothing was "
"created or changed — retry with the declared names."
)
try:
return await super().call_tool(name, arguments, context)
except UnexpectedToolError as exc:
# ValueError is how every Grimoire tool refuses: what was refused,
# why, and what to do instead, written for the agent. SDK 2.x
# masks it like a crash, which would leave the agent retrying
# blind. Other exceptions ARE crashes; their text can carry
# internals and stays masked.
if isinstance(exc.__cause__, ValueError):
raise ToolError(f"{exc}: {exc.__cause__}") from exc.__cause__
raise
def build_mcp_server() -> MCPServer:
"""Build the MCPServer instance with all tools registered.
Transport settings (statelessness, DNS-rebinding protection) are not
here: since SDK v2 they belong to the ASGI app, built in `mount_mcp`.
"""
mcp = StrictArgsMCPServer("scribe", instructions=_INSTRUCTIONS.strip())
from grimoire.mcp.tools import register_all
register_all(mcp)
return mcp
def mount_mcp(app: Quart) -> None:
"""Mount the MCPServer streamable-HTTP ASGI sub-app at /mcp on the Quart app.
A small ASGI middleware between Quart and the MCPServer sub-app validates the
Bearer token against the api_keys table. Authenticated requests have their
user_id attached to the ASGI scope under "grimoire_user_id" for tool handlers
to read.
The SDK's streamable_http session manager owns a task group that must be
running before it can serve requests. In a stand-alone Starlette deployment
that would happen via the Starlette `lifespan` parameter. Since we're hosted
inside Quart, we hook the session manager's `run()` async context manager
into Quart's serving lifecycle (before_serving / after_serving).
"""
from grimoire.mcp.auth import resolve_bearer
mcp = build_mcp_server()
# stateless_http=True: don't hand the client a persistent Mcp-Session-Id.
# The stateful default strands Claude Code after a container redeploy —
# it reconnects with the now-unknown session id, the server returns 404,
# and the client won't re-initialize on a 404,
# so the connection stays dead until a manual /mcp retry. Stateless makes
# every request self-contained (bearer-auth only), so a post-deploy
# reconnect just works. Trade-off: no server-pushed list_changed stream,
# which we don't use — tools are re-fetched on reconnect anyway. Clients
# on the stateless protocol revision take the SDK's modern path
# regardless; this governs the older handshake.
#
# DNS-rebinding protection is disabled: the SDK's default allow-list is
# just localhost variants, which means any deployment behind a reverse
# proxy (Traefik,
# Cloudflare, nginx, etc.) gets 421 Misdirected Request. The threat
# model that protection addresses — a malicious browser page rebinding
# DNS to hit a localhost MCP — doesn't apply here: this is HTTP transport
# behind a reverse proxy with bearer-token auth as the real security
# boundary.
mcp_asgi = mcp.streamable_http_app(
stateless_http=True,
transport_security=TransportSecuritySettings(
enable_dns_rebinding_protection=False,
),
)
app.mcp_instance = mcp
@app.before_serving
async def _start_mcp_session() -> None:
cm = mcp.session_manager.run()
await cm.__aenter__()
app._mcp_session_cm = cm
@app.after_serving
async def _stop_mcp_session() -> None:
cm = getattr(app, "_mcp_session_cm", None)
if cm is not None:
await cm.__aexit__(None, None, None)
async def auth_wrapped(scope, receive, send):
if scope["type"] != "http":
return await mcp_asgi(scope, receive, send)
# ASGI headers are lowercase bytes per spec; lowercase explicitly to be safe.
headers = {k.decode().lower(): v.decode() for k, v in scope.get("headers", [])}
resolved = await resolve_bearer(headers.get("authorization"))
if resolved is None:
await send({
"type": "http.response.start",
"status": 401,
"headers": [
(b"content-type", b"application/json"),
(b"www-authenticate", b'Bearer realm="grimoire-mcp"'),
],
})
await send({
"type": "http.response.body",
"body": b'{"error":"unauthorized"}',
})
return
user_id, key_scope = resolved
# Enforce read-only keys: REST blocks non-GET for scope='read', and the
# MCP surface must match or the read-only guarantee is void. A tool call
# arrives as a JSON-RPC POST; buffer the body, and if it invokes a tool
# outside the read all-list, reject before dispatch. (default-deny: any
# unknown/new tool is treated as a write for read keys.)
if key_scope == "read" and scope.get("method") == "POST":
body, receive = await _buffer_request_body(receive)
if _body_calls_write_tool(body):
await send({
"type": "http.response.start",
"status": 403,
"headers": [(b"content-type", b"application/json")],
})
await send({
"type": "http.response.body",
"body": b'{"error":"read-only API key cannot call write tools"}',
})
return
scope["grimoire_user_id"] = user_id
from grimoire.mcp._context import _user_id_ctx
token = _user_id_ctx.set(user_id)
try:
await mcp_asgi(scope, receive, send)
finally:
_user_id_ctx.reset(token)
original_asgi = app.asgi_app
async def dispatch(scope, receive, send):
if scope["type"] == "http":
path = scope.get("path", "")
if path == "/mcp" or path.startswith("/mcp/"):
# Don't rewrite the path: the SDK's streamable_http_app mounts
# its handler at /mcp by default. If we strip the prefix to "/",
# its internal routing returns 404 because there's no handler
# at "/" — only at "/mcp". Pass the scope through untouched and
# let the SDK's own routing match.
return await auth_wrapped(scope, receive, send)
return await original_asgi(scope, receive, send)
app.asgi_app = dispatch
src/grimoire/mcp/tools/__init__.py
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"""MCP tool implementations.
Each tool module exposes a `register(mcp)` function that attaches its tools
to an MCPServer instance. `register_all(mcp)` is the single entry point called
from `mcp.server.build_mcp_server`.
"""
from grimoire.mcp.tools import (
design_systems, family, lessons, milestones, notes, processes, projects, recent, repos,
moments, platforms, retrieval_review, retrieval_tuning,
wide_net,
rulebooks, search, shapes, snippets, systems, tags, tasks, trash,
)
def register_all(mcp) -> None:
"""Register every tool module's tools on the given MCPServer instance."""
search.register(mcp)
retrieval_tuning.register(mcp)
retrieval_review.register(mcp)
wide_net.register(mcp)
moments.register(mcp)
notes.register(mcp)
tasks.register(mcp)
projects.register(mcp)
milestones.register(mcp)
systems.register(mcp)
platforms.register(mcp)
family.register(mcp)
design_systems.register(mcp)
tags.register(mcp)
recent.register(mcp)
repos.register(mcp)
processes.register(mcp)
snippets.register(mcp)
lessons.register(mcp)
shapes.register(mcp)
rulebooks.register(mcp)
trash.register(mcp)
src/grimoire/mcp/tools/design_systems.py
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"""Design system + token MCP tools — wrappers over services/design_systems.py.
A design system is a stylesheet held as records: a named set of tokens with an
optional parent, so a family system carries the house style and an app system
carries only what it changes. Precedence by name along the parent chain IS the
CSS cascade, which is why "what does this app alter?" is a plain list rather
than a diff.
Parity with the REST surface is a rule, not a nicety (see
`tests/test_routes_design_systems.py`): an agent and a browser are two callers
of one service.
Sentinels, matching the milestone/task tool conventions:
- title="" / description="" / etc. -> "leave unchanged" on update
- parent_id / design_system_id: 0 = leave unchanged, -1 = clear, positive = set
(three states, because clearing a parent is a real operation and not the
same as omitting the argument)
- order_index=-1 -> "leave unchanged" (0 is a valid order_index)
"""
from __future__ import annotations
from grimoire.mcp._context import current_user_id
from grimoire.services import design_systems as ds_svc
from grimoire.services.design_systems import DesignSystemCycle
from grimoire.services.design_starter_roles import (
ALL_GROUPS,
DEFAULT_TOKEN_PREFIX,
describe_groups,
)
async def create_design_system(
title: str,
description: str = "",
guidance: str = "",
parent_id: int = 0,
starter_role_groups: list[str] | None = None,
token_prefix: str = "",
) -> dict:
"""Create a design system, optionally inheriting from another.
This — not a rulebook — is where visual standards live: a token can be
inherited, resolved per mode, rendered to a stylesheet and checked against
code, and none of that survives being written as rule prose. Once a
project points at one (set_project_design_system), treat it as binding for
that project's UI work.
Args:
title: What this system is — a house style, or one app within it
(required).
description: What it covers and when it applies.
guidance: The narrative a token table cannot hold — aesthetic, voice and
tone, what is deliberately out of scope. Markdown, free-form.
parent_id: Inherit from this system — it holds the defaults this one
overrides. Omit (0) for a top-level "family" system, which is what
a first design system usually is.
starter_role_groups: Seed the system with named but VALUELESS token
roles, so there is something to reach for before a literal gets
written instead. Call list_starter_role_groups() for the catalogue.
Pass ["all"] for every group. Omit for none — a system with three
hand-written tokens is a legitimate design system.
token_prefix: Naming convention for the seeded roles, e.g. "--fs-".
Defaults to a neutral "--ds-"; pass the install's own if it has one.
Ignored when no starter groups are requested.
"""
uid = current_user_id()
groups = starter_role_groups
if groups and len(groups) == 1 and groups[0] == "all":
groups = list(ALL_GROUPS)
system = await ds_svc.create_design_system(
uid,
title=title,
description=description or None,
guidance=guidance or None,
parent_id=parent_id or None,
starter_role_groups=groups,
token_prefix=token_prefix or DEFAULT_TOKEN_PREFIX,
)
if system is None:
raise ValueError(f"parent design system {parent_id} not found or not writable")
return system.to_dict()
async def list_starter_role_groups() -> dict:
"""The starter token ROLES offered at design-system creation.
Roles, not values. Every group is a set of named questions — "page
background, the deepest surface" — that the operator answers with their own
palette. Nothing here carries a colour, because a default palette would be
one install's taste shipped as product.
Reach for this before create_design_system so the choice is informed, and
pass the group names you want as `starter_role_groups`.
"""
return {"groups": describe_groups(), "default_prefix": DEFAULT_TOKEN_PREFIX}
async def list_design_systems() -> dict:
"""List your design systems. An empty list is normal — most installs have none."""
uid = current_user_id()
rows = await ds_svc.list_design_systems(uid)
return {"design_systems": [s.to_dict() for s in rows]}
async def get_design_system(design_system_id: int) -> dict:
"""Fetch a design system plus its OWN tokens — i.e. what it changes.
For what it actually resolves to once inheritance is applied, use
`resolve_design_system`. The two answer different questions and a system
that overrides nothing has an empty token list but a full resolved set.
`resolved_guidance` is the prose to build UI from: the guidance of every
system in the inheritance chain, outermost ancestor first, so the house
style comes before this system's departures from it. `design_system`'s
own `guidance` field is only the departures. Read `resolved_guidance`
before writing UI; enter_project carries just the summary.
"""
uid = current_user_id()
system = await ds_svc.get_design_system(uid, design_system_id)
if system is None:
raise ValueError(f"design system {design_system_id} not found")
tokens = await ds_svc.list_tokens(uid, design_system_id)
context = await ds_svc.design_context(uid, design_system_id)
return {
"design_system": system.to_dict(),
"resolved_guidance": context["guidance"] if context else [],
"tokens": [t.to_dict() for t in tokens],
}
async def resolve_design_system(design_system_id: int) -> dict:
"""The EFFECTIVE token set — everything inherited, with this system's on top.
Each token carries `origin_by_mode` (which system supplied each mode's
value) and `contributions` (every system that offered one, deepest first —
so entry 0 won and the rest were shadowed). Reach for this when you need to
know what a value actually IS; reach for `get_design_system` when you need
to know what this system CHANGES.
"""
uid = current_user_id()
resolved = await ds_svc.resolve_design_system(uid, design_system_id)
if resolved is None:
raise ValueError(f"design system {design_system_id} not found")
return {
"design_system_id": design_system_id,
"tokens": [t.to_dict() for t in resolved],
}
async def update_design_system(
design_system_id: int,
title: str = "",
description: str = "",
guidance: str = "",
parent_id: int = 0,
) -> dict:
"""Update a design system.
Args:
design_system_id: The system to update.
title: New title, or "" to leave unchanged.
description: New description, or "" to leave unchanged.
guidance: New guidance prose, or "" to leave unchanged.
parent_id: 0 = leave unchanged, -1 = clear (make this a top-level
family system), positive = inherit from that system. A parent that
already inherits from this system is refused — that would be a loop.
"""
uid = current_user_id()
fields: dict = {}
if title:
fields["title"] = title
if description:
fields["description"] = description
if guidance:
fields["guidance"] = guidance
if parent_id:
fields["parent_id"] = None if parent_id == -1 else parent_id
try:
system = await ds_svc.update_design_system(uid, design_system_id, **fields)
except DesignSystemCycle as exc:
raise ValueError(str(exc)) from exc
if system is None:
raise ValueError(f"design system {design_system_id} not found or not writable")
return system.to_dict()
async def delete_design_system(design_system_id: int) -> dict:
"""Soft-delete a design system (recoverable).
Systems that inherited from it become top-level systems keeping their own
tokens — deleting a family does not delete the apps under it.
"""
uid = current_user_id()
if not await ds_svc.delete_design_system(uid, design_system_id):
raise ValueError(f"design system {design_system_id} not found or not writable")
return {"message": f"Design system {design_system_id} deleted."}
async def get_design_system_stylesheet(
design_system_id: int,
root_selector: str = ":root",
) -> dict:
"""The master CSS sheet a design system generates.
Purpose tokens only — this sheet declares what values MEAN and styles no
elements. Components (buttons, tables, input schemes) are SNIPPETS that
reference these names, so a value is stated once and reused rather than
restated per element. Reach for this when you need the tokens a snippet is
allowed to use.
Also returns `valueless` (tokens the system names but has no value for) and
`duplicates` (values declared under more than one name — a deliberate alias,
or one idea recorded twice).
Args:
design_system_id: The system to render.
root_selector: Selector for the base layer. Defaults to `:root`; pass a
container selector to scope the sheet to a preview region.
"""
uid = current_user_id()
result = await ds_svc.stylesheet_for_system(uid, design_system_id, root_selector)
if result is None:
raise ValueError(f"design system {design_system_id} not found")
return result
async def check_snippets_against_design_system(
design_system_id: int,
project_id: int = 0,
) -> dict:
"""Which recorded snippets disagree with a design system's sheet.
Snippets are the component layer — buttons, tables, input schemes — and they
are supposed to use the tags the sheet declares. Three findings per snippet,
each currently silent in the codebase:
unknown `var(--x)` where the system has no `--x`. Renders as
NOTHING: no error, no failing test, just an element
that quietly isn't styled.
superseded_literals a literal the sheet says to stop writing, paired with
the token to write instead.
local_definitions custom properties the snippet mints for itself rather
than using shared ones — the bloat a shared sheet
exists to prevent.
Snippets with nothing to report are omitted. Reach for this before writing
or reviewing component CSS.
Args:
design_system_id: The system whose sheet is authoritative.
project_id: Narrow to one project, or 0 for every project.
"""
uid = current_user_id()
result = await ds_svc.check_snippets_against_system(
uid, design_system_id, project_id
)
if result is None:
raise ValueError(f"design system {design_system_id} not found")
return result
# ── Tokens ──────────────────────────────────────────────────────────────
async def create_design_token(
design_system_id: int,
name: str,
value_by_mode: dict | None = None,
group_name: str = "",
purpose: str = "",
rationale: str = "",
supersedes: list | None = None,
order_index: int = 0,
) -> dict:
"""Add a token to a design system.
Args:
design_system_id: The system that owns this token.
name: The custom-property name, e.g. "--surface-page" (required).
Name it for its PURPOSE, not its value: a name like "--obsidian"
or "--button-bg" stops being true the moment the value or the
element changes.
value_by_mode: Values keyed by mode, e.g.
{"base": "#14171a", "light": "#f7f5ef"}. Use "base" for the value
that applies when no mode is more specific; a token that is not
mode-dependent needs only "base". In a system WITH a parent, an
omitted mode is inherited rather than blanked.
group_name: Free-text grouping — "surface", "text", "radius", whatever
this system's own vocabulary is.
purpose: What the token is for, e.g. "page background, deepest
surface".
rationale: WHY it is this value — a different question from purpose.
"Deliberately the same value as the primary action colour" is a
rationale; "page background, deepest surface" is a purpose.
supersedes: Literal values this token should be used INSTEAD OF, e.g.
["#fff", "#ffffff"]. This is how a design system records what a
prohibition was trying to say — not "white is banned" but "write
this token instead". Declare it rather than expecting it to be
inferred: a superseded literal and the token's own value are
usually different values, so nothing can connect them by matching.
order_index: Display position within its group.
"""
uid = current_user_id()
token = await ds_svc.create_token(
uid,
design_system_id=design_system_id,
name=name,
value_by_mode=value_by_mode,
group_name=group_name or None,
purpose=purpose or None,
rationale=rationale or None,
supersedes=supersedes,
order_index=order_index,
)
if token is None:
raise ValueError(f"design system {design_system_id} not found or not writable")
return token.to_dict()
async def list_design_tokens(design_system_id: int) -> dict:
"""A design system's OWN tokens — its override set, not its effective set."""
uid = current_user_id()
rows = await ds_svc.list_tokens(uid, design_system_id)
return {"tokens": [t.to_dict() for t in rows]}
async def update_design_token(
token_id: int,
name: str = "",
value_by_mode: dict | None = None,
group_name: str = "",
purpose: str = "",
rationale: str = "",
supersedes: list | None = None,
order_index: int = -1,
) -> dict:
"""Update a token. Empty/None args leave a field unchanged.
`value_by_mode` and `supersedes` REPLACE their whole value rather than
merging into it, so send every entry you want the token to keep. Pass `[]`
to clear `supersedes` entirely.
"""
uid = current_user_id()
fields: dict = {}
if name:
fields["name"] = name
if value_by_mode is not None:
fields["value_by_mode"] = value_by_mode
if group_name:
fields["group_name"] = group_name
if purpose:
fields["purpose"] = purpose
if rationale:
fields["rationale"] = rationale
# `is not None`, not truthiness: `[]` is a meaningful edit (drop every
# superseded literal) and would otherwise be unreachable.
if supersedes is not None:
fields["supersedes"] = supersedes
if order_index >= 0:
fields["order_index"] = order_index
token = await ds_svc.update_token(uid, token_id, **fields)
if token is None:
raise ValueError(f"design token {token_id} not found or not writable")
return token.to_dict()
async def delete_design_token(token_id: int) -> dict:
"""Soft-delete a token (recoverable).
In a system with a parent this restores inheritance: the token stops being
overridden here and resolves to the parent's value again.
"""
uid = current_user_id()
if not await ds_svc.delete_token(uid, token_id):
raise ValueError(f"design token {token_id} not found or not writable")
return {"message": f"Design token {token_id} deleted."}
async def set_project_design_system(project_id: int, design_system_id: int = 0) -> dict:
"""Point a project at a design system.
Args:
project_id: The project to style.
design_system_id: The system it uses, or -1 to clear it. Pointing at a
system only requires READ access to it — consuming a design system
is not changing it.
"""
uid = current_user_id()
target = None if design_system_id == -1 else design_system_id
ok = await ds_svc.set_project_design_system(uid, project_id, target)
if not ok:
raise ValueError(
f"project {project_id} not writable, or design system "
f"{design_system_id} not found"
)
return {"project_id": project_id, "design_system_id": target}
def register(mcp) -> None:
for fn in (
create_design_system,
list_starter_role_groups,
list_design_systems,
get_design_system,
resolve_design_system,
update_design_system,
delete_design_system,
get_design_system_stylesheet,
check_snippets_against_design_system,
create_design_token,
list_design_tokens,
update_design_token,
delete_design_token,
set_project_design_system,
):
mcp.tool(name=fn.__name__)(fn)
src/grimoire/mcp/tools/family.py
+403
View File
@@ -0,0 +1,403 @@
"""Family canon MCP tools — the promotion engine's agent door.
Thin wrappers over services/family.py. The agent is the decider here: no
person approves a promotion, so the criteria are stated in these docstrings
and enforced by the service, and every decision is logged with its reason.
"""
from __future__ import annotations
from grimoire.mcp._context import current_user_id
from grimoire.services import family as family_svc
from grimoire.services import family_adoption as adoption_svc
async def list_family_ideas(
status: str = "", platform: str = "", limit: int = 50, offset: int = 0,
) -> dict:
"""Family ideas — records that every project on a platform shares — with
their state: `candidate` (waiting to be evaluated, or held back by a
criterion), `canon` (promoted; every project on its platforms answers it)
or `retired`.
Args:
status: candidate | canon | retired. Empty = all.
platform: a platform slug (list_platforms). Empty = all.
limit / offset: page through the list.
"""
ideas = await family_svc.list_ideas(
current_user_id(), status=status or None, platform=platform or None,
limit=max(1, min(limit, 200)), offset=max(0, offset),
)
return {"ideas": ideas, "limit": limit, "offset": offset}
async def get_family_idea(note_id: int) -> dict:
"""One family idea with what an evaluation needs: its state, platforms,
decision history (brief — each reason once; list_family_decisions has
the full rows), ledger counts, THE THREE CRITERIA, the `ledger`
(every project's answer, with `needs_recheck`), and the `precedents` —
the decisions on the ideas nearest this one by meaning.
Read the precedents before deciding, and decide consistently with them
unless this idea differs in a way you can name.
Args:
note_id: the idea's record id.
"""
uid = current_user_id()
idea = await family_svc.get_idea(uid, note_id)
if idea is None:
raise ValueError(f"#{note_id} is not a family idea you can read")
idea["precedents"] = await family_svc.precedents(uid, note_id)
idea["ledger"] = await adoption_svc.list_adoptions(uid, idea_id=note_id)
return idea
async def propose_family_idea(note_id: int, reason: str, applies_when: str = "") -> dict:
"""Record a note, snippet or lesson as a family-idea CANDIDATE: something
you believe every project on some platform will face. It reaches no
project's ledger until it is promoted.
Proposing is cheap and does not promote. When the record already meets
the three criteria, call promote_family_idea directly instead.
Args:
note_id: the record that carries the idea.
reason: why this looks like a family idea.
applies_when: optional draft of when it applies, in platform terms.
"""
idea, created = await family_svc.propose(
current_user_id(), note_id, reason=reason, applies_when=applies_when or None,
)
return {"idea": idea, "created": created}
async def promote_family_idea(
note_id: int,
applies_when: str,
platforms: list[str],
platform_terms: str,
platform_problem: str,
proven: str,
evidence: list[str],
reason: str,
precedent_ids: list[int] | None = None,
) -> dict:
"""Evaluate a record against the three criteria and, if all hold, promote
it to family canon. YOU decide; nobody approves. The record of why is what
makes the decision reviewable and the next one consistent.
An idea is promoted only when ALL THREE hold, and each is answered with
your reasoning:
1. platform_terms — its 'when it applies' is stated in terms of a
platform (what a project is built on or ships as), not one app's
domain. Any project on the platform could read it and know whether it
applies.
2. platform_problem — it answers a problem the platform itself causes, or
a stance the operator holds across projects. One app's preference does
not qualify.
3. proven — it has worked for real at least once (CI green, verified on a
device, shipped). Name that in `evidence`.
Any criterion left blank — or `applies_when`, `platforms` or `evidence`
left empty — VETOES the promotion on its own. A veto is not an error: the
idea stays a candidate and the veto is logged, so the next evaluation of
something like it sees why this one was held. That is also how you record
"evaluated, and it does not qualify": leave the failing criterion blank
and say why in `reason`.
Before deciding, read get_family_idea's `precedents`. The engine also
finds the nearest earlier decisions itself and stores them as consulted.
On promotion every project that is on one of `platforms` and that you can
write gets an `unassessed` row in its adoption ledger. If the idea was
canon before, its version moves, so earlier answers read as needing a
recheck.
Args:
note_id: the record that carries the idea.
applies_when: when it applies, in platform terms.
platforms: platform slugs it is for (list_platforms).
platform_terms: why criterion 1 holds (blank = it does not).
platform_problem: why criterion 2 holds (blank = it does not).
proven: why criterion 3 holds (blank = it does not).
evidence: what proved it — a CI run, a task, a commit, a device check.
reason: the decision in one or two sentences.
precedent_ids: earlier family decisions you followed, if any.
"""
return await family_svc.promote(
current_user_id(), note_id,
applies_when=applies_when, platforms=platforms or [],
criteria={
"platform_terms": platform_terms,
"platform_problem": platform_problem,
"proven": proven,
},
evidence=evidence or [], reason=reason, precedent_ids=precedent_ids or [],
)
async def retire_family_idea(note_id: int, reason: str) -> dict:
"""Demote a family idea — it no longer applies, or a better one replaces
it. Its history and every judged ledger answer are kept; rows nobody had
judged yet are closed. Undoable with undo_family_decision.
Args:
note_id: the idea.
reason: why it is retired.
"""
return await family_svc.retire(current_user_id(), note_id, reason=reason)
async def undo_family_decision(decision_id: int, reason: str) -> dict:
"""Reverse a family decision — a promotion, a revision, a retirement, a
proposal, or one project's assessment — restoring the state it recorded
as `before`. Only the latest decision on an idea (or on one project's
answer to it) can be undone; the undo is logged too, so the history
keeps both. Undoing an owed answer closes its task; undoing back to owed
reopens it.
Args:
decision_id: the decision (list_family_decisions).
reason: why it is undone.
"""
return await family_svc.undo(current_user_id(), decision_id, reason=reason)
async def list_family_decisions(
note_id: int = 0, project_id: int = 0, limit: int = 50, offset: int = 0,
) -> dict:
"""The family decision log, newest first: every proposal, promotion,
veto, revision, retirement, assessment and undo, with its reason,
evidence and the precedents it followed. `undoable` marks the decision an
undo would reverse — per idea, and per project's answer.
Args:
note_id: only this idea's decisions. 0 = all.
project_id: only this project's assessments. 0 = all.
limit / offset: page through the log.
"""
rows = await family_svc.list_decisions(
current_user_id(), idea_id=note_id or None, project_id=project_id or None,
limit=max(1, min(limit, 200)), offset=max(0, offset),
)
return {"decisions": rows, "limit": limit, "offset": offset}
async def revise_family_idea(
note_id: int, reason: str, applies_when: str = "", platforms: list[str] | None = None,
evidence: list[str] | None = None,
) -> dict:
"""Record that a canon idea's SUBSTANCE changed — you rewrote its note's
approach, its traps or its checklist, or its applicability or platforms
moved. The canon version moves, so every project's answer given against
the old version reads `needs_recheck` until it is assessed again.
A typo fix is not a revision. A change a project that adopted the old
version would need to act on is.
Args:
note_id: the canon idea.
reason: what changed, in a sentence.
applies_when: a new 'when it applies'. Empty = keep the current one.
platforms: new platform slugs. Omit = keep the current ones.
evidence: what prompted the change, if anything.
"""
return await family_svc.revise(
current_user_id(), note_id, reason=reason,
applies_when=applies_when or None, platforms=platforms, evidence=evidence,
)
async def get_family_adoption(project_id: int, idea_id: int) -> dict:
"""Everything one assessment needs: the idea (its 'when it applies',
platforms and version), this project's current answer, THE FOUR
OUTCOMES, the `precedents` — this idea's answers in other projects and
this project's answers to the nearest ideas — and the reference
implementations beside this project's languages. Read it before
assess_family_adoption.
Args:
project_id: the project answering.
idea_id: the canon idea.
"""
return await adoption_svc.get_adoption(current_user_id(), project_id, idea_id)
async def list_family_adoptions(
project_id: int = 0, idea_id: int = 0, status: str = "", needs_recheck: bool = False,
platform: str = "",
) -> dict:
"""The adoption ledger: each project's answer to each canon idea that
reaches it — `unassessed`, `adopted`, `variant`, `exempt` or `owed`, with
its reason, the canon version it was given against, `needs_recheck` when
the idea has moved on since, and the owed task.
Args:
project_id: one project's answers. 0 = all you can read.
idea_id: one idea's answers. 0 = all canon.
status: one outcome. Empty = all.
needs_recheck: only answers given against an older canon version.
platform: only ideas for this platform slug.
"""
rows = await adoption_svc.list_adoptions(
current_user_id(), project_id=project_id or None, idea_id=idea_id or None,
status=status or None, recheck_only=needs_recheck, platform=platform or None,
)
return {"adoptions": rows}
async def assess_family_adoption(
project_id: int,
idea_id: int,
outcome: str,
reason: str,
evidence: list[str] | None = None,
precedent_ids: list[int] | None = None,
) -> dict:
"""Answer one canon family idea for one project. YOU decide; nobody
approves. Judge in this order and stop at the first that holds:
1. exempt — the idea's 'when it applies' is false for this project.
`reason` names the fact about the project that makes it false.
2. variant — it applies, and the project departs for a reason that names
a FACT about itself the canon did not account for. A preference, a
taste, or "we already did it another way" is not a reason: that is
owed — or, if this project's way is better rather than different, a
conflict (resolve_family_conflict).
3. adopted — it applies and the project does it. `evidence` names where
(a file, a commit, a task, a CI run).
4. owed — none of the above. A task is filed in THIS project naming the
gap and the reference implementation for its language, filed under
the project's System matching the idea's area (retag it with
update_task if that guess is wrong). Nothing edits another
repository; the project picks the task up itself.
Read get_family_adoption first: answer consistently with its precedents
unless this project differs in a way you can name in `reason`. The
engine also records the precedents it found itself.
The owed task follows the answer: adopted closes it as done, exempt or
variant cancels it, owed again reopens it. The same answer given twice
records nothing the second time.
When the project's code is in the shape ledger, prefer answering THERE:
classify_shapes the shape against the idea (idea_id=…) as an instance or
a variant, and this answer moves with it. An answer the shapes already
give otherwise is refused — the two ledgers never disagree; reclassify
the shapes if they are wrong.
Args:
project_id: the project answering.
idea_id: the canon idea.
outcome: exempt | variant | adopted | owed.
reason: why — required for every outcome.
evidence: where it is done (required for adopted), or what you checked.
precedent_ids: earlier family decisions you followed, if any.
"""
return await adoption_svc.assess(
current_user_id(), project_id, idea_id, outcome=outcome, reason=reason,
evidence=evidence, precedent_ids=precedent_ids,
)
async def resolve_family_conflict(
idea_id: int,
canon_project_id: int,
other_project_id: int,
ground: str,
fold: str,
reason: str,
grounds_checked: dict | None = None,
evidence: list[str] | None = None,
conditions: dict | None = None,
precedent_ids: list[int] | None = None,
) -> dict:
"""Settle two projects that solve the same canon idea differently, each
for reasons it believes. YOU decide, by THE CONFLICT ORDER — the first
ground that applies wins, and for every ground above it you say in
`grounds_checked` why it did not decide:
1. operator_stance — one side follows a stance the operator stated (a
rule, a preference, a recorded decision). Name it in `evidence`.
2. covers_failure — one side covers a recorded failure (an incident, an
issue, a lesson) the other does not. Name it in `evidence`. The other
side becomes owed.
3. split_by_condition — both are right under different conditions. The
canon splits: `conditions={"canon": …, "other": …}`, and each side is
canon where its condition holds.
4. most_recent_complete — none of the above: the side verified most
recently and covering the most wins. Name the verification.
`canon_project_id` is the side whose approach the idea's note states
after this. If the note says something else now, rewrite it first
(update_note) — the note is the canon.
The losing side's reasoning, `fold`, is appended to the idea's note as a
trap (ground 2), an alternative (1, 4) or the branch for its condition
(3). It is never dropped. The version moves, so every other project's
answer reads `needs_recheck`. The canon side is answered adopted; the
other owed (with a task in its project) or, in a split, adopted.
Args:
idea_id: the canon idea.
canon_project_id: the side whose approach is canon after this.
other_project_id: the side that loses, or the split's other branch.
ground: operator_stance | covers_failure | split_by_condition | most_recent_complete.
fold: the other side's reasoning, as it should read in the note.
reason: the decision in one or two sentences.
grounds_checked: {earlier ground: why it did not decide}.
evidence: the stance, the failure or the verification.
conditions: for a split, {"canon": condition, "other": condition}.
precedent_ids: earlier family decisions you followed, if any.
"""
return await adoption_svc.resolve_conflict(
current_user_id(), idea_id, canon_project_id=canon_project_id,
other_project_id=other_project_id, ground=ground, grounds_checked=grounds_checked,
fold=fold, evidence=evidence, reason=reason, conditions=conditions,
precedent_ids=precedent_ids,
)
async def set_family_references(note_id: int, snippet_ids: list[int]) -> dict:
"""Set a family idea's reference implementations — the snippets an owed
task points a project at, ideally one per language. Replaces the list.
The idea is what transfers; a reference is where to start, not code to
copy.
Args:
note_id: the family idea.
snippet_ids: snippets implementing it. [] clears the list.
"""
refs = await adoption_svc.set_references(current_user_id(), note_id, snippet_ids or [])
return {"references": refs}
async def set_family_topic(note_id: int, topic_id: int) -> dict:
"""Link a family idea to the rule topic that holds its binding norms — the
rules every project on its platforms follows. The note says when the idea
applies and why; the topic's rules say what must hold. One idea per topic.
get_family_idea and get_family_adoption then list those rules, so an
assessment judges against them.
Use it when an idea already has rules written for it, or when you write
rules that exist to carry one idea. The version does not move: linking
changes where the norms are found, not what they say.
Args:
note_id: the family idea.
topic_id: a topic in a rulebook you own (list_rulebooks,
list_topics). 0 unlinks.
"""
return await family_svc.set_topic(current_user_id(), note_id, topic_id)
def register(mcp) -> None:
for fn in (
list_family_ideas, get_family_idea, propose_family_idea,
promote_family_idea, retire_family_idea, undo_family_decision,
list_family_decisions, revise_family_idea, get_family_adoption,
list_family_adoptions, assess_family_adoption, resolve_family_conflict,
set_family_references, set_family_topic,
):
mcp.tool(name=fn.__name__)(fn)
src/grimoire/mcp/tools/lessons.py
+457
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@@ -0,0 +1,457 @@
"""Lesson MCP tools: a transferable insight, retrievable by situation.
Its own module rather than `create_note(note_type="lesson")`, on the precedent
of snippets and processes — and for the reason that precedent exists. A kind
whose value depends on a field being filled needs a door that ASKS for that
field by name. `create_note` would take a lesson through a generic body
parameter, and the trigger — the whole of why a lesson is findable at all —
would be something the writer had to know to include.
"""
from __future__ import annotations
from grimoire.mcp._context import current_user_id
from grimoire.services import access as access_svc
from grimoire.services import dedup as dedup_svc
from grimoire.services import knowledge as knowledge_svc
from grimoire.services import lesson_rules as lesson_rules_svc
from grimoire.services import lessons as lessons_svc
from grimoire.services import systems as systems_svc
from grimoire.services import trash as trash_svc
from grimoire.mcp.tools import systems as systems_tools
from grimoire.services.note_usage import attach_usage, record_pulled
from grimoire.services import moment_delivery
# The payload shape lives in the service (`lesson_to_dict`), shared with the
# REST door — a shape spelled once per door answers the two of them
# differently the first time a field is added.
_to_dict = lessons_svc.lesson_to_dict
async def list_lessons(
q: str = "", tag: str = "", limit: int = 50, offset: int = 0,
project_id: int = 0, unjudged: bool = False,
) -> dict:
"""List lessons — the kind enumerated, rather than only what a query
resembles.
Semantic search is how a lesson REACHES a session; this is how a person or
an agent sees what exists. The two answer different questions, and without
this one there is no way to ask "what has been learned here at all".
Each entry carries its trigger, because a list of lessons sorted by title
is a list of claims with the situation — the half that says when each one
matters — left off.
Args:
q: Free-text search across title + body (optional).
tag: Filter to a single tag (optional).
limit: Max results (1-100).
offset: Skip this many before returning — page past the cap. `total`
is the unpaged count, so it says whether more remains.
project_id: Narrow to where a lesson was WRITTEN. 0 = every project.
A lesson is retrievable from anywhere regardless; this
filters the listing, not the reach.
unjudged: List only the lessons nobody has answered "which rule is
this an instance of?" for — no rule named, and no "no rule fits"
recorded. Work down this list with `update_lesson(rule_ids=…)` or
`update_lesson(no_rule="why")`. A listing rather than a search, so
it takes `tag` and `project_id` but not `q`.
Returns {"lessons": [{id, title, when_to_apply, tags, preview}], "total"}.
"""
uid = current_user_id()
if unjudged:
if q:
raise ValueError(
"unjudged lists every unjudged lesson rather than searching "
"them — call it with tag/project_id and without q."
)
items, total = await lesson_rules_svc.list_unjudged(
uid, tag=tag, project_id=project_id or None,
limit=max(1, min(limit, 100)), offset=max(0, offset),
)
else:
items, total = await knowledge_svc.query_knowledge(
user_id=uid, note_type=lessons_svc.LESSON_NOTE_TYPE,
tags=[tag] if tag else [], sort="modified", q=q or None,
limit=max(1, min(limit, 100)), offset=max(0, offset),
project_id=project_id or None,
)
labelled = await access_svc.label_shared_items(uid, items)
# One aggregate for the page, like the snippet listing — surfaced-vs-opened
# per lesson. An agent listing lessons can see which of its own
# triggers are firing and which are not, which is the reading that leads to
# `update_lesson` rather than to a second lesson about the same failure.
await attach_usage(labelled)
rows = [
{
"id": it["id"], "title": it["title"], "tags": it.get("tags", []),
"preview": it.get("snippet", ""),
# Projected by `_note_to_item` straight off the `data` mirror —
# absent when the row carries none, rather than an empty string.
"when_to_apply": it.get("when_to_apply", ""),
"usage": it["usage"],
**({"shared": True, "owner": it.get("owner")} if it.get("shared") else {}),
}
for it in labelled
]
return {"lessons": rows, "total": total}
async def create_lesson(
what: str,
when_to_apply: str,
insight: str = "",
learned_from: list[int] | None = None,
tags: list[str] | None = None,
project_id: int = 0,
system_ids: list[int] | None = None,
rule_ids: list[int] | None = None,
no_rule: str = "",
force: bool = False,
) -> dict:
"""Record something you LEARNED, so a later session meets it at the moment
it applies — on this project or any other.
A LESSON POINTS AT THE RULE IT IS AN INSTANCE OF. While you write it, you
know the situation better than anyone will again, so that is when to say
which binding choice it falls under. Answer one of two ways, in this call
or right after it with `update_lesson`:
- `rule_ids=[…]` — the rule(s) or preference(s) it is an instance of. The
rule then becomes reachable through the situation the lesson describes,
which is closer to why it was written than its own wording often is.
- `no_rule="why"` — no rule governs this situation, in a line. That is a
real answer: a lesson that stands alone is what a rule nobody has
written yet is made from, and the reason lets it be re-judged later.
A lesson created with neither comes back with `rule_candidates` — the
rules it most resembles, each with its trigger — and `rule_judgment:
"unjudged"`. Read them against the lesson and answer; `list_lessons(
unjudged=true)` gathers any left open.
A LESSON OR A RULE? The difference is FORCE, not importance. A rule is
something that must be followed; a lesson is something worth knowing. If
ignoring it would be a mistake, it is a rule (create_rule) and needs the
operator's yes, because a rule binds every future session. If ignoring it
just means someone re-derives it the slow way, it is a lesson — write it
now, and nobody is bound by it.
That distinction is the whole reason this kind exists. Sessions holding a
transferable insight were reaching for create_rule because it was the only
surface that is both global and situation-keyed, and proposing rules for
things that should never have bound anyone.
WHAT A LESSON IS NOT: how the operator wants work DONE is a PREFERENCE
(create_preference) — it guides every session rather than informing one,
and it is kept current as they correct you. A shape to copy is a SNIPPET
(create_snippet); a procedure followed start to finish is a PROCESS
(create_process); a record of what happened, findable by topic, is a NOTE
(create_note). A lesson is the claim you would want handed to you in the
same situation next time.
`when_to_apply` IS THE RECORD. Everything else is the payload.
A lesson reaches a session by resembling the SITUATION someone is in, never
by topic — that is what separates it from a note, and it is done by putting
the trigger in the title and again at the head of the body, so the document
is dominated by when it applies. A lesson written without one still saves,
still reads correctly in every listing, and will not surface when it is
needed. There is nothing to notice afterwards: it looks exactly like a
lesson that works.
So write the SYMPTOM, in the words the situation will present itself in —
what someone would be seeing, saying or about to do. "A test fails on code
you believe is correct" is a trigger. "Testing" is a topic, and a topic
matches everything and surfaces for nothing.
Args:
what: The insight in one line — the claim itself, as you would say it.
This becomes the title, joined with the trigger. At most 240
characters and no line breaks; a longer one is refused — the
story goes in `insight`.
when_to_apply: The situation this applies in, as a symptom. Required.
insight: The body — what to do, and the incident that taught it.
Write the story here for the reader; it costs the ranking nothing,
because a long body is split into chunks that each still carry the
trigger.
learned_from: Ids of the issues, tasks or notes this was drawn from —
ALL of them. A lesson that generalises three incidents into one
claim is the good case, not the edge case, so this is a list.
tags: Optional tags.
project_id: Where it was learned. Kept as a fact, and it does not limit
reach: a lesson is retrievable from every project (that is the
point of the kind). 0 = none.
system_ids: Systems (subsystems/areas) to file it under.
rule_ids: The rule(s) or preference(s) this lesson is an instance of —
the binding choice its situation falls under. A lesson never
becomes a rule; it points at the one that governs it, and the rule
is then reachable through the situation the lesson describes
Naming a rule here confirms the link.
no_rule: The reason no rule governs this situation, in a line — the
other answer to "which rule?". Give one or the other, not both.
When other lessons in the same situation also answered "no rule
fits", the response carries `convergence`: the group, and the
rule it may be missing.
force: Create even if a near-duplicate exists.
Returns the created lesson with its `rules` and `rule_judgment`, plus
`rule_candidates` when it is unjudged (absent when the rule search could
not run). On a near-duplicate, returns the existing id
instead of creating — two lessons about one failure class want to be one
lesson, so update that one rather than adding a second.
"""
uid = current_user_id()
if not when_to_apply or not when_to_apply.strip():
raise ValueError(
"when_to_apply is required: it is how a lesson is found. Say the "
"SYMPTOM — what someone would be seeing, saying or about to do "
"when this applies — not the topic it is about. Without it this "
"record saves, reads correctly, and never surfaces."
)
lessons_svc.require_claim(what)
sources = lessons_svc.normalize_sources(learned_from)
# Validated before anything is written, so a lesson naming a rule the
# caller cannot read fails whole rather than saving half-linked.
linked = await lesson_rules_svc.require_rules(uid, rule_ids)
lesson_rules_svc.require_one_answer(linked, no_rule)
title, body = lessons_svc.lesson_document(
what, when_to_apply, insight, sources,
)
if not force:
dup = await dedup_svc.find_duplicate_note(
uid, title, body, project_id=project_id or None,
is_task=False, note_type=lessons_svc.LESSON_NOTE_TYPE,
data=lessons_svc.compose_data(what, when_to_apply),
)
if dup is not None:
return dedup_svc.duplicate_response(dup, "lesson")
note = await lessons_svc.create_lesson(
uid, what=what, when_to_apply=when_to_apply, insight=insight,
learned_from=sources, tags=tags, project_id=project_id or None,
)
if system_ids:
await systems_svc.set_record_systems(uid, note.id, system_ids)
if linked:
await lesson_rules_svc.set_lesson_rules(uid, note.id, linked)
elif no_rule.strip():
await lesson_rules_svc.set_no_rule(uid, note.id, no_rule)
data = _to_dict(note)
await systems_tools.attach_systems(uid, uid, data, note.id, project_id or None)
await lesson_rules_svc.attach_lesson_rules(uid, [data])
if not linked and not no_rule.strip():
await _offer_candidates(uid, data, what, when_to_apply, project_id)
elif no_rule.strip():
await _name_convergence(uid, data, note.id)
return await moment_delivery.attach_moment_rules(uid, "create_lesson", {"project_id": project_id}, data)
async def _name_convergence(uid: int, data: dict, lesson_id: int) -> None:
"""A "no rule fits" answer is the moment to notice it is not the first
for this situation — `convergence` names the group and the rule
it may be missing. Absent when there is no group."""
group = await lesson_rules_svc.convergence_for(uid, lesson_id)
if group:
data["convergence"] = group
async def _offer_candidates(uid: int, data: dict, what: str, trigger: str, project_id: int) -> None:
"""Put the rules an unjudged lesson resembles in front of its writer.
`rule_judgment` is set here too, because the attach above is fail-open and
may have left it off; a lesson just created with no answer IS unjudged.
"""
data["rule_judgment"] = lesson_rules_svc.UNJUDGED
candidates = await lesson_rules_svc.rule_candidates(uid, what, trigger, project_id or None)
if candidates is not None:
data["rule_candidates"] = candidates
data["rule_hint"] = (
"Which rule is this lesson an instance of? If one of rule_candidates "
"governs its situation, update_lesson(lesson_id, rule_ids=[…]) links "
"it; if none does, update_lesson(lesson_id, no_rule=\"why\") records "
"that it stands alone."
)
async def get_lesson(lesson_id: int, project_id: int = 0) -> dict:
"""Fetch one lesson by id, with its trigger and sources read back out.
IF THIS LESSON JUST PROVED ITSELF, IT IS WORTH MORE THAN IT SAYS. You are
reading it inside the situation it names, which makes you the one reader
who can tell whether its trigger is keyed to what actually fired and
whether its claim covers what you are seeing. `update_lesson` takes
another incident into `learned_from`, a claim stated more exactly, or a
re-keyed trigger — and the trigger is the edit that pays most, because a
lesson keyed to a situation nobody is in looks exactly like one nobody
needed.
`project_id` is the project you are WORKING IN, not this record's own.
Passing the active project is what makes "opened away from where it was
written" answerable; 0 leaves it unreported and the pull still counts.
"""
uid = current_user_id()
note = await lessons_svc.get_lesson(uid, lesson_id)
if note is None:
raise ValueError(f"lesson {lesson_id} not found")
out = _to_dict(note)
out.update(await access_svc.describe_provenance(uid, note))
# Every explicit open records the pull. A lesson is surfaced by the same
# retrieval as any other note, so a getter that records nothing would leave
# the kind permanently at zero pulls — reading as dead weight beside kinds
# that have a counter.
# Read BEFORE the pull is recorded, so the number an agent is shown is the
# one that was true when it asked — otherwise every first read of a lesson
# reports a pull that is its own.
await attach_usage([out])
await lesson_rules_svc.attach_lesson_rules(uid, [out])
record_pulled(
user_id=uid, note_id=int(note.id),
source="mcp_get_lesson", project_id=project_id,
)
return out
async def update_lesson(
lesson_id: int,
what: str = "",
when_to_apply: str = "",
insight: str = "",
learned_from: list[int] | None = None,
tags: list[str] | None = None,
system_ids: list[int] | None = None,
rule_ids: list[int] | None = None,
no_rule: str = "",
) -> dict:
"""Update a lesson. Empty fields are left unchanged.
REWORDING A LESSON IS ORDINARY WORK. Understanding improves, and a trigger
that turned out to fire on the wrong situation is the single most valuable
thing to fix here — a lesson nobody is reaching is usually not wrong, it is
keyed to a situation nobody is in.
Title, body and the indexed mirror are re-composed together from the merged
fields, so a partial update cannot leave the trigger saying one thing in
the title and another in the body.
Args:
lesson_id: Lesson to update.
what: New one-line claim, at most 240 characters. Empty leaves
unchanged.
when_to_apply: New trigger, as a symptom. Empty leaves unchanged.
insight: New body. Empty leaves unchanged.
learned_from: Replace the source ids. None leaves unchanged; pass the
FULL list, including the ones already there.
tags: Replace tags. None leaves unchanged.
system_ids: Replace the Systems this lesson is filed under. None
leaves unchanged; pass the FULL list, and `[]` to clear.
A lesson written without one can be filed afterwards here — the
end of a piece of work, when a lesson is usually written, is
exactly when that argument gets dropped. A System tag is how
`list_system_records` gathers an area's pile, so an untagged
lesson is reachable by search and by nothing else.
rule_ids: Replace the rule(s) this lesson is an instance of. None
leaves unchanged; pass the FULL list. A rule that was linked and
is left out is recorded as REJECTED — "not an instance of this
one" — so the pair is not proposed again; `[]` rejects them all.
Naming a rule replaces any "no rule fits" answer.
no_rule: Record that no rule governs this lesson's situation, with the
reason in a line. Any rule still linked is rejected with that
reason. Empty leaves the answer unchanged; give this or a
non-empty `rule_ids`, not both. When other lessons in the same
situation also answered "no rule fits", the response carries
`convergence`: the group, and the rule it may be missing.
"""
uid = current_user_id()
# Only a NEW name is checked: a lesson stored with a long one must still
# take a new trigger or a rule link — and the fix for it is this call.
if what:
lessons_svc.require_claim(what)
linked = (
await lesson_rules_svc.require_rules(uid, rule_ids)
if rule_ids is not None else None
)
lesson_rules_svc.require_one_answer(linked, no_rule)
note = await lessons_svc.update_lesson(
uid, lesson_id,
what=what or None,
when_to_apply=when_to_apply or None,
insight=insight or None,
learned_from=learned_from,
tags=tags,
)
if note is None:
raise ValueError(f"lesson {lesson_id} not found")
# `is not None` rather than truthiness, so `[]` CLEARS the associations.
# `set_record_systems` is replace-semantics; treating [] as "no change"
# would make the one call that unfiles a lesson silently do nothing.
if system_ids is not None:
await systems_svc.set_record_systems(uid, lesson_id, system_ids)
note = await lessons_svc.get_lesson(uid, lesson_id) or note
if linked is not None:
await lesson_rules_svc.set_lesson_rules(uid, lesson_id, linked)
if no_rule.strip():
await lesson_rules_svc.set_no_rule(uid, lesson_id, no_rule)
out = _to_dict(note)
await lesson_rules_svc.attach_lesson_rules(uid, [out])
if no_rule.strip():
await _name_convergence(uid, out, lesson_id)
return out
async def judge_lesson_link(
lesson_id: int, rule_id: int, verdict: str, note: str = "",
) -> dict:
"""Say whether a lesson is an instance of a rule: `verdict` is "confirm"
or "reject".
Reach for this when Grimoire proposes a pair — a lesson and a rule that keep
arriving together in different situations — or whenever you are reading a
lesson and recognise the rule it falls under. Confirming makes the rule
reachable through the situation the lesson describes; rejecting records
that it is not, so the pair is not proposed again. `note` is the why, and
the next reader judges the link by it.
Returns the link: {lesson_id, rule_id, state, note, evidence, judged_at}.
"""
uid = current_user_id()
return await lesson_rules_svc.judge_link(uid, lesson_id, rule_id, verdict, note)
async def delete_lesson(lesson_id: int) -> dict:
"""Retire a lesson — it moves to the trash and is recoverable.
Reach for this when a lesson turned out to be wrong, or was superseded by
a better one. A lesson that is merely NOT REACHING anyone is usually not a
deletion: its trigger is keyed to a situation nobody is in, and rewording
that with update_lesson keeps what was learned.
The same as `delete_note` — a lesson is a note and the trash is
kind-agnostic — offered here because a kind whose own tools offer only
create/read/update reads as one you cannot retire.
"""
uid = current_user_id()
note = await lessons_svc.get_lesson(uid, lesson_id)
# The KIND is checked before deleting: this tool is reached for by name, so
# letting it trash an ordinary note because the id happened to resolve
# would be a destructive action taken on a mistyped argument.
if note is None:
raise ValueError(f"lesson {lesson_id} not found")
batch = await trash_svc.delete(uid, "note", lesson_id)
if batch is None:
raise ValueError(f"lesson {lesson_id} not found")
return {
"deleted_batch_id": batch,
"message": (
f"Lesson {lesson_id} moved to trash. Restore with restore('{batch}')."
),
}
def register(mcp) -> None:
for fn in (list_lessons, create_lesson, get_lesson, update_lesson,
delete_lesson, judge_lesson_link):
mcp.tool(name=fn.__name__)(fn)
src/grimoire/mcp/tools/milestones.py
+224
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@@ -0,0 +1,224 @@
"""Milestone CRUD MCP tools — thin wrappers over services/milestones.py.
Mirrors existing fable-mcp milestone tool contracts: list/create/update. The
existing surface has no fable_get_milestone or fable_delete_milestone — kept
that way for parity.
Sentinels:
- title="" / description="" / status="" → "leave unchanged" on update
- order_index=-1 → "leave unchanged" on update (0 is a valid order_index)
- status="active" default on create
"""
from __future__ import annotations
from grimoire.mcp._context import current_user_id
from grimoire.services import dedup as dedup_svc
from grimoire.services import family as family_svc
from grimoire.services import milestones as milestones_svc
from grimoire.services import notes as notes_svc
from grimoire.services import task_logs as task_logs_svc
from grimoire.services import rulebooks as rulebooks_svc
from grimoire.services import trash as trash_svc
from grimoire.services.record_refs import refuse_guessed_ids
from grimoire.services import moment_delivery
async def list_milestones(project_id: int) -> dict:
"""List milestones for a Grimoire project, ordered by order_index.
Returns every milestone, done ones included: id, title, description,
status (active/done), order_index, progress (total, completed, pct,
status_counts) and `next_step`. The plan itself is not listed:
get_milestone(id) returns a milestone's body and its steps.
`next_step` is the earliest step still open — {id, title, status} — or
null when the plan has none left. Use it as it came back. "7 of 9 done"
invites naming the open one from memory, and a remembered id reads exactly
like a read one while being a step that closed days ago.
"""
uid = current_user_id()
rows = await milestones_svc.get_project_milestone_summary(uid, project_id)
brief, _ = milestones_svc.brief_milestone_summary(rows)
return {"milestones": brief}
async def get_milestone(milestone_id: int) -> dict:
"""Fetch a milestone (the plan container) with its step-tasks and rules.
A milestone IS a plan: its `body` holds the design/intent, and its steps
are the child tasks listed here. Use this to read a plan top-to-bottom —
the body for the design, `steps` for the trackable units of work. Mirrors
the planning context that start_planning returns (applicable rules), so the
rules surface again on recall.
Returns: milestone (incl. body), progress, steps (its tasks ordered by
status then update), and applicable_rules / project_rules. Each step says
what it is and where it stands, not its whole body — read a step in full
with get_task(id). A plan with forty long steps is otherwise too big to
arrive inline, and the design is in the milestone body.
Each step also carries `log_count`. A step's STATUS is set by hand and a
plan is exactly where that goes stale; the count says which steps have a
work log that would say otherwise, so `get_task(id)` goes to the step
with a record rather than to each one in turn.
"""
uid = current_user_id()
milestone = await milestones_svc.get_milestone(uid, milestone_id)
if milestone is None:
raise ValueError(f"milestone {milestone_id} not found")
progress = await milestones_svc.get_milestone_progress(milestone_id)
steps, _ = await notes_svc.list_notes(
uid, is_task=True, milestone_id=milestone_id, sort="status", limit=200,
)
applicable = await rulebooks_svc.get_applicable_rules(
project_id=milestone.project_id, user_id=uid,
)
log_counts = await task_logs_svc.log_counts_for_tasks(
uid, [int(t.id) for t in steps]
)
out = milestone.to_dict()
out.update(progress)
return {
"milestone": out,
"steps": [
notes_svc.brief_row(
t, {milestone.id: milestone.title}, log_counts=log_counts
)
for t in steps
],
**rulebooks_svc.rules_payload(applicable, user_id=uid, source="get_milestone"),
}
async def create_milestone(
project_id: int,
title: str,
description: str = "",
body: str = "",
status: str = "active",
force: bool = False,
) -> dict:
"""Create a milestone within a Grimoire project.
A milestone can serve as a plan container — put the design/intent in `body`
and track each step as a child task (create_task(milestone_id=...)). For a
fresh plan, prefer start_planning, which seeds the body template + surfaces
the project's rules.
Args:
project_id: The project this milestone belongs to (required).
title: Milestone name (required).
description: Optional one-line summary of what this milestone covers.
body: Optional plan/design (markdown) — the milestone's full plan text.
status: active (default) or done.
force: Bypass the plan gate. By default an active milestone that
already has this title, or reads as the same plan, is returned
(`existing_milestone`) and nothing is created.
"""
uid = current_user_id()
await refuse_guessed_ids(title, description, body)
# A done milestone is a record of past work, not a competing plan, so
# only an active create is gated — the same line find_matching_plan draws.
if status == "active" and not force:
match = await dedup_svc.plan_gate(
uid, project_id, title,
dedup_svc.plan_candidate_text(description=description, body=body),
)
if match is not None:
return match
milestone = await milestones_svc.create_milestone(
uid,
project_id=project_id,
title=title,
description=description or None,
body=body or None,
status=status,
)
return await moment_delivery.attach_moment_rules(
uid, "create_milestone", {"project_id": project_id}, milestone.to_dict(),
)
async def update_milestone(
project_id: int,
milestone_id: int,
title: str = "",
description: str = "",
body: str = "",
status: str = "",
order_index: int = -1,
) -> dict:
"""Update a Grimoire milestone. Only explicitly provided fields are changed.
Args:
project_id: Project the milestone belongs to (preserved for API parity;
ownership scoping is enforced by user_id at the service layer).
milestone_id: ID of the milestone to update.
title: New title, or omit to leave unchanged.
description: New one-line summary, or omit to leave unchanged.
body: New plan/design (markdown), or omit to leave unchanged.
status: New status — active or done.
order_index: New display position (0-based). Use -1 to leave unchanged.
"""
uid = current_user_id()
fields: dict = {}
if title:
fields["title"] = title
if description:
fields["description"] = description
if body:
fields["body"] = body
if status:
fields["status"] = status
if order_index >= 0:
fields["order_index"] = order_index
await refuse_guessed_ids(title, description, body)
# Asked BEFORE the write: only the transition into done is a closing.
closing = status == "done" and await family_svc.milestone_is_open(uid, milestone_id)
milestone = await milestones_svc.update_milestone(uid, milestone_id, **fields)
if milestone is None:
raise ValueError(f"milestone {milestone_id} not found")
data = milestone.to_dict()
if closing:
# Family canon's milestone trigger: a plan closing on
# a platform is the moment to ask whether what it built is shared.
hint = await family_svc.milestone_trigger(uid, milestone)
if hint:
data["family_hint"] = hint
return await moment_delivery.attach_moment_rules(
uid, "update_milestone", {"status": status, "project_id": project_id}, data,
)
async def delete_milestone(milestone_id: int) -> dict:
"""Move a milestone to the trash (recoverable). Its tasks go with it as one batch.
Restore via restore(batch_id)."""
uid = current_user_id()
# Read the title BEFORE the delete: afterwards the row is trashed and the
# confirmation could only echo the number back. A deletion the operator
# cannot recognise is one they cannot tell was the wrong one.
# Fail-open: the title is a COURTESY on top of the delete, so a lookup
# that errors must not stop the delete happening. Same posture the
# staleness marker takes — a decoration may never break its payload.
try:
doomed = await milestones_svc.get_milestone(uid, milestone_id)
title = getattr(doomed, "title", "") if doomed else ""
except Exception:
title = ""
batch = await trash_svc.delete(uid, "milestone", milestone_id)
if batch is None:
raise ValueError(f"milestone {milestone_id} not found")
return {"deleted": milestone_id, "title": title, "deleted_batch_id": batch,
"message": f'Milestone {milestone_id} ("{title}") and its tasks '
f"moved to trash. Restore with restore('{batch}')."}
def register(mcp) -> None:
for fn in (
list_milestones,
get_milestone,
create_milestone,
update_milestone,
delete_milestone,
):
mcp.tool(name=fn.__name__)(fn)
src/grimoire/mcp/tools/moments.py
+244
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@@ -0,0 +1,244 @@
"""Moments as MCP tools: the catalog, and the in-session corrections to it.
A session needs the vocabulary in hand to mount a rule, to read a line that
names a moment, and to fix a misfire — and the operator's ruling is that the
fix happens in the session, not on a settings page:
"making the user leave the session to fix a misfire is not desirable and
the llm session should be able to offer corrections"
So the mapping writes are tools, built to be offered mid-work and made on the
operator's yes.
"""
from __future__ import annotations
from grimoire.mcp._context import current_user_id
from grimoire.services import moment_actions as actions_svc
from grimoire.services import moments as moments_svc
from grimoire.services import reply_shapes as shapes_svc
from grimoire.services import rule_moment_judgments as judgments_svc
async def list_moments() -> dict:
"""The moments of work that rules mount on, and which actions reach each one here.
A rule mounted on a moment arrives whenever that moment happens, whatever
the words of the work look like. That is how a rule reaches you when it is
about WHEN something is done rather than WHAT it is about: a rule on
finishing work belongs at `work.finish` and `reply.report`, where nothing
said needs to resemble it.
Read this when you are about to mount a rule, when a line you were shown
names a moment and you want its meaning, or when an action reached the
wrong moment — or none — and you are about to correct it with
`map_action` / `unmap_action`.
Names are `<area>.<verb>`; a named procedure (a skill or a stored process)
is its own moment, `skill.<name>`, listed under `families`. Each moment
says what is happening at it (`means`) and the kinds of action that
typically reach it (`reached_by`).
`actions` maps each moment to the actions that reach it on this install:
`via: "default"` ships with the product, `via: "install"` is this
install's own mapping. `removed_defaults` are shipped defaults this install
switched off.
"""
out = moments_svc.catalog()
out.update(await actions_svc.actions_by_moment(current_user_id()))
return out
async def list_reply_shapes() -> dict:
"""The default shapes of a reply, and the moment each one arrives at.
You do not need this to write a reply: the shapes come to you. The core
arrives with the turn, and each kind's shape arrives at the moment before
that kind of reply is written (closing a task, putting a question, opening
a plan). Read this to see them all at once, to answer the operator about
what the default is, or before writing a preference that changes one.
An operator's own adjustment to a shape is a `preference` mounted on that
shape's `moment` (create_preference with `moments=[...]`); it arrives
beside the default, and where the two differ the preference is what the
operator asked for.
Each shape carries `key`, `title`, `moment` (and what the moment `means`),
`delivered` (when it arrives) and `text`.
"""
return shapes_svc.catalog()
async def map_action(tool: str, moment: str, match: str = "", reason: str = "") -> dict:
"""Make an action reach a moment on this install — the in-session fix for a missed moment.
Use it when an action plainly happened at a moment and the moment did not
fire: the operator ships with `make ship`, and nothing mounted on
`work.deliver` arrived. Offer the mapping when you notice, in one line
("that `make ship` was a deliver and nothing fired — map it?"), and make it
on their yes. The correction lasts: every later session on this install
gets it.
Args:
tool: the tool as the harness names it — `Bash`, `Edit`,
`update_task`. An MCP server prefix is ignored.
moment: a moment from `list_moments`, or `skill.<name>`.
match: which calls of the tool. Empty = every call. For a tool that
runs a command, how the command starts (`make ship`, `./deploy.sh`)
— it is checked against each part of a compound command line. For
any other tool, its arguments as `field=value` pairs, comma-separated
(`status=done`).
reason: what misfired, or what this action is for here. Optional; it
is shown beside the mapping when someone reviews it later.
Returns the change made and `now_reaches`: every moment that action
reaches after the change, so you can confirm it in the same reply.
Mapping a shipped default this install had switched off switches it back
on.
"""
return await actions_svc.map_action(
current_user_id(), tool, match, moment, reason=reason, actor="model",
)
async def unmap_action(tool: str, moment: str, match: str = "", reason: str = "") -> dict:
"""Stop an action reaching a moment on this install — the fix for a moment that fires wrongly.
Use it when a moment fires on an action that is not that moment here — a
`curl` to a local test server reaching `env.reach`, say — and the rules it
brings are noise every time. Offer it when you notice, and make it on the
operator's yes.
The arguments name the mapping exactly as `list_moments` shows it. This
install's own mapping is removed; a shipped default is switched off for
this install only, and stays off across upgrades. `map_action` with the
same arguments switches a default back on.
Args:
tool: the tool as `list_moments` names it.
moment: the moment it should stop reaching.
match: the mapping's match, as listed (empty for a whole-tool mapping).
reason: why it misfires here — worth giving for a default, since it is
the record of why this install differs from the product.
Returns the change made and `now_reaches` for that action.
"""
return await actions_svc.unmap_action(
current_user_id(), tool, match, moment, reason=reason, actor="model",
)
async def rules_to_mount(limit: int = 25, offset: int = 0) -> dict:
"""The rules nobody has decided the moments of — the pass over the corpus, a page at a time.
A rule written before moments existed is mounted on nothing and arrives
only when its words resemble the work. Read each rule here, decide WHEN it
applies, and record the answer with `propose_rule_moments`: the moments it
belongs on, or that none fits because it is about WHAT is done rather than
when. A rule leaves this list as soon as any answer is recorded, so the
next call returns the next unread rules.
Returns `rules` (id, title, kind, statement, when_to_apply, home),
`total_unjudged`, and the `catalog` to choose from.
"""
return await judgments_svc.unjudged_rules(current_user_id(), limit=limit, offset=offset)
async def propose_rule_moments(proposals: list[dict]) -> dict:
"""Propose the moments rules belong on — for the operator to confirm, never mounted by this call.
Each item is either
`{"rule_id": N, "moments": ["work.finish", "reply.report"], "why": "…"}`
or `{"rule_id": N, "none": "why no moment fits"}`.
Propose a moment when the rule governs that point in the work whatever
the work is about — a rule about when work counts as done belongs where
work is finished, delivered, verified and reported. Say none fits when
the rule is about a subject (a library, a file, a style) and is best
reached by meaning. `why` is shown to the operator beside the proposal;
write it so they can say yes or no without opening the rule.
A moment proposal waits as `suggested` until judged; show the operator
what you proposed (`rule_moment_proposals`) and let them decide. A pair
already mounted or judged is skipped and listed under `skipped`; a bad
item is refused alone under `refused`.
"""
return await judgments_svc.propose(current_user_id(), proposals)
async def rule_moment_proposals(rule_id: int = 0) -> dict:
"""The moment proposals waiting on the operator, grouped by rule.
Each rule carries what it is mounted on now and its proposals. Each
proposal is a `mount` or an `unmount`, with the moment, where it came
from (`pass` — read from the rule; `signal` — the rule kept being opened
just after that moment fired; `misfire` — sessions reported the mount
arriving where it did not apply, with their `reasons` and the actions
that `reached_by` the moment), the reason, and the evidence counts.
`rule_id` narrows to one rule.
"""
return await judgments_svc.pending(current_user_id(), rule_id=rule_id or None)
async def judge_rule_moments(judgments: list[dict]) -> dict:
"""Confirm or reject moment proposals — on the operator's word, since a confirm mounts the rule.
Each item is `{"rule_id": N, "moment": "work.finish", "verdict":
"confirm" | "reject", "note": "why"}`. Confirm mounts the rule on that
moment beside what it already has — on an `unmount` proposal, it keeps
the mount and stops the misfire question; reject records that it does not
belong there (and unmounts it if it was mounted), so neither the pass nor
the signal proposes the pair again. Moment `""` judges a "no moment fits"
answer. Put the operator's reason in `note`.
"""
return await judgments_svc.judge(current_user_id(), judgments)
async def rule_misfired(rule_id: int, moment: str, why: str,
reached_by: str = "", project_id: int = 0) -> dict:
"""Report that a rule MOUNTED on a moment arrived there and did not apply.
A mount delivers its rule every time the moment fires, whatever the work
is about — so a mount that is wrong is noise at every occurrence, and
nothing else notices. Call this when a line said a rule arrived *at* a
moment ("at work.verify, reached by `actions_run_read`"), you read it,
and it does not govern what you were doing there. It costs one call and
asks nothing of the operator; reports gather, counted once per day, and
once a pair has them on three distinct days the response carries a line
asking you to offer the operator the fix — take the rule off the moment,
or unmap the action when it is the action that is wrong here.
A rule that applied, even one you were already following, is not a
misfire. A rule that arrived by resemblance rather than a mount is
refused with the fix for that (its trigger).
Args:
rule_id: the rule the line named.
moment: the moment it arrived at, as the line names it.
why: what you were doing and why the rule did not bear on it. Required
— it is what tells the operator whether the rule or the action
is wrong.
reached_by: the action the line says reached the moment (`git push`,
`status=done`). Counted, so the operator can see which action
keeps bringing it.
project_id: the project you are working in (0 = none).
Returns `recorded`, `days` so far against the `bar`, and `context`: a line
to act on once the bar is crossed, else "". A mount the operator chose to
keep says so under `kept`.
"""
return await judgments_svc.misfired(
current_user_id(), rule_id, moment, why=why, reached_by=reached_by,
project_id=project_id or None,
)
def register(mcp) -> None:
mcp.tool(name="list_moments")(list_moments)
mcp.tool(name="list_reply_shapes")(list_reply_shapes)
mcp.tool(name="map_action")(map_action)
mcp.tool(name="unmap_action")(unmap_action)
mcp.tool(name="rules_to_mount")(rules_to_mount)
mcp.tool(name="propose_rule_moments")(propose_rule_moments)
mcp.tool(name="rule_moment_proposals")(rule_moment_proposals)
mcp.tool(name="judge_rule_moments")(judge_rule_moments)
mcp.tool(name="rule_misfired")(rule_misfired)
src/grimoire/mcp/tools/notes.py
+501
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@@ -0,0 +1,501 @@
"""Note CRUD MCP tools.
Thin wrappers over services/notes.py with is_task=False. Signatures mirror
the existing fable-mcp contracts exactly so client behavior is preserved.
Sentinel conventions (inherited from existing fable-mcp tools):
- `tag: str = ""` / `search_text: str = ""` — empty means "no filter"
- `project_id: int = 0` — on create: orphan note (no project); on update:
"leave unchanged" (there is no "remove from project" through this tool,
which is a pre-existing limitation)
- `title: str = ""` / `body: str = ""` on update — empty means "leave unchanged"
- `tags: list[str] | None = None` — None means "leave unchanged"; [] clears
"""
from __future__ import annotations
from grimoire.mcp._context import current_user_id
from grimoire.mcp.tools import systems as systems_tools
from grimoire.services import access as access_svc
from grimoire.services import dedup as dedup_svc
from grimoire.services import family as family_svc
from grimoire.services import notes as notes_svc
from grimoire.services import supersession as supersession_svc
from grimoire.services import systems as systems_svc
from grimoire.services import trash as trash_svc
from grimoire.services.note_usage import record_pulled
from grimoire.services.record_refs import refuse_guessed_ids
from grimoire.services import moment_delivery
async def list_notes(
limit: int = 20,
offset: int = 0,
tag: str = "",
search_text: str = "",
project_id: int = 0,
) -> dict:
"""List notes (non-task documents) stored in Grimoire.
Optionally filter by a single tag (plain string, no # prefix) or by
`search_text`, which matches on MEANING — the same semantic match every
search surface uses (keyword ILIKE is only the fallback when the
embedder is down). With `search_text`, results order by relevance; without
it, by last-updated descending. Reaches your records plus shared-project
records, like every other list.
Prefer `search` for a pure lookup — it returns scores and reaches
everything readable; this adds the lifecycle filters on top.
Each row says what the note is — id, title, description, type, project,
tags, updated_at — and not what it says: read one in full with get_note(id).
Args:
project_id: Scope to one project. PASS THE ACTIVE PROJECT'S ID whenever a
project is in scope so you list that project's notes, not every
project's. 0 = no filter (all projects — use only for a deliberate
cross-project view).
"""
uid = current_user_id()
rows, total = await notes_svc.list_notes(
uid,
q=search_text or None,
tags=[tag] if tag else None,
is_task=False,
project_id=project_id or None,
limit=max(1, min(limit, 100)),
offset=max(0, offset),
)
return {"notes": [notes_svc.brief_row(n) for n in rows], "total": total}
async def get_note(note_id: int, project_id: int = 0) -> dict:
"""Fetch the full content of a single Grimoire note by its ID.
Returns id, title, body (markdown), tags, project_id, created_at,
updated_at — plus `systems` (the areas this note is filed under) or, for
an untagged project note, the `systems_hint` question.
A note another user shared with you also carries `shared`, `owner` and
`permission` — read it as their suggestion, not as settled practice you set.
IF THE RESULT CARRIES `superseded_by`, a later note claims to have brought
this one up to date. It is still here and still readable — supersession
demotes, it never hides — but read it as what was true when written, and
open the newer note before acting on it.
`project_id` is the project you are WORKING IN, not this record's own.
Passing the active project is what makes "opened away from where it was
written" answerable; 0 leaves it unreported and the pull still counts.
"""
uid = current_user_id()
loaded = await notes_svc.get_note_for_user(uid, note_id)
note = loaded[0] if loaded else None
if note is None or note.deleted_at is not None:
raise ValueError(f"note {note_id} not found")
out = note.to_dict()
out.update(await access_svc.describe_provenance(uid, note))
# Records the pull for ANY note kind, not just snippets: the auto-inject
# menu surfaces notes, tasks and processes too, so restricting this to
# snippets would leave those permanently at zero pulls and make them look
# like dead weight next to snippets.
record_pulled(
user_id=uid, note_id=int(note.id),
source="mcp_get_note", project_id=project_id,
)
await supersession_svc.attach_relations(uid, note_id, out, hint=True)
await systems_tools.attach_systems(
uid, getattr(note, "user_id", uid) or uid, out, note.id, note.project_id
)
return out
async def create_note(
title: str,
body: str = "",
tags: list[str] | None = None,
project_id: int = 0,
system_ids: list[int] | None = None,
supersedes: list[int] | None = None,
verify_with: str = "",
expires_when: str = "",
force: bool = False,
) -> dict:
"""Create a new note in Grimoire.
WHAT ELSE COULD HOLD THIS? A note is the right home when the answer is
"nothing": it records what you know, nobody owes anything on it, and
nothing enforces it. Otherwise —
- someone has to DO something -> create_task. A note titled "we should…"
is a task nobody will ever see again.
- future sessions must OBEY it -> create_rule. The test is whether
ignoring it would be a mistake, not merely uninformed.
- it is how the operator wants work DONE, and ignoring it costs
consistency rather than correctness -> create_preference. No approval
loop, and it stays yours to keep current as they correct you.
- "merely uninformed" is the other half of the rule test, and it has its
own home: something you learned that a later session should meet at the
moment it applies -> create_lesson. A note is found by topic when
someone goes looking; a lesson arrives on its own, keyed to the
SITUATION. If you would want this handed to you next time you were in
that spot, it is a lesson.
- reusable code with a place in a repo -> create_snippet. The location is
what lets it be found from the file someone is about to edit.
- a procedure followed start to finish -> create_process.
Args:
title: Note title (required).
body: Markdown content. Supports [[wikilinks]] to other notes by title.
tags: List of plain-string tags without # prefix, e.g. ["python", "ideas"].
project_id: Associate with a project (use 0 for no project / orphan note).
system_ids: Ids of the project's Systems to associate this note with
(e.g. research about a subsystem). See list_systems / create_system.
supersedes: Ids of EARLIER notes this one replaces or brings up to date.
Reach for it whenever you write something that overtakes what an
older note recorded — a re-measurement, a decision that reverses an
earlier one, a dev-log covering ground a previous one covered.
The older note stays readable and keeps its place in search; it
simply stops competing with this one for the same question, and
arrives labelled when it does surface. This records a CLAIM, not a
verdict: it never says the older note was wrong, only that it is no
longer the current answer.
verify_with: HOW TO CHECK this note is still true. Leave empty for
almost every note — that is the normal case, not an unfinished
one.
A note is a NORM or a CONSTRAINT. A norm is a decision ("we derive
versions from commit time"): it has no truth value and changes only
when its author changes it, which they know they did. A CONSTRAINT
asserts a fact about someone else's software ("AMO refuses to
re-sign a version", "this forge numbers CI runs per repository"),
and it goes false with nobody watching. Only constraints get a
check.
The test, in one question: COULD THIS NOTE BECOME FALSE WITHOUT
ANYONE EDITING IT? If no, leave this empty. Sharper still: is the
thing this note describes YOURS TO CHANGE? If yes it is a
decision. Measured against a real corpus, every note that earned a
check was about somebody else's software.
Three that look like candidates and are not: a resume pointer or
"current state" note (goes stale fastest, but the cure is to
update it, not to check it); a measurement of your own system (it
goes false because you changed something, and you knew); and a
decision that RESTS on someone else's behaviour (check the note
asserting the fact, not the decision).
A command, a path, a URL, a query. Prose is allowed; something
runnable is better.
expires_when: The STATE that ends it — deliberately not a date.
"When Forgejo issues run numbers per workflow rather than per
repository", not "in six months". Constraints expire when the
ground moves, not on a schedule.
force: Bypass the near-duplicate gate. By default, a note with the
same title, or one that reads as a copy, in the same project BLOCKS
the create and its id is returned so you update it instead. A note
that reads CLOSE but not identical does not block: the note is
created and the reply carries `overlaps` — open the top one and
judge it. Same thing: fold into it and delete the new one. A
sibling (the next dev-log, another part of one design): keep both.
Set force true only when a blocked note is genuinely distinct.
AN ID EXISTS ONLY ONCE A CREATE RETURNS IT. A body citing a `#N` that has
not been assigned yet is refused — every session and user draws from one
sequence, so an expected id is taken by whoever creates next. Records that
must cite each other: create_records, with {{ref:N}} placeholders.
Returns the created note object including its assigned id, OR — when a
near-duplicate is found and force is false — {"duplicate": true,
"existing_id": ..., "message": ...} and nothing is created. A tagged
record shows its `systems`; created untagged in a project, the response
carries the `systems_hint` question instead — answer it: tag the record,
create the missing System, or deliberately leave it untagged. A
`family_hint` means the note may carry an idea every project on a shared
platform will need, and an evaluation was opened — the family-canon skill
says how to judge it.
"""
uid = current_user_id()
await refuse_guessed_ids(title, body)
overlaps: list = []
if not force:
dup = await dedup_svc.find_duplicate_note(
uid, title, body, project_id=project_id or None,
is_task=False, note_type="note", overlaps=overlaps,
)
if dup is not None:
return dedup_svc.duplicate_response(dup, "note")
note = await notes_svc.create_note(
uid,
title=title,
body=body,
tags=tags,
project_id=project_id or None,
verify_with=verify_with,
expires_when=expires_when,
)
if system_ids:
await systems_svc.set_record_systems(uid, note.id, system_ids)
if supersedes:
try:
await supersession_svc.set_supersedes(uid, note.id, supersedes)
except PermissionError as exc:
# The note WAS created — surface the real reason rather than a
# not-found, and leave the note rather than silently rolling it back.
raise ValueError(str(exc)) from exc
data = note.to_dict()
await systems_tools.attach_systems(uid, uid, data, note.id, project_id or None)
await supersession_svc.attach_relations(uid, note.id, data, hint=True)
data.update(dedup_svc.note_overlap_response(overlaps, "note"))
# Family canon's write-time triggers: a cited source of a
# pattern, or the same idea in another project on a shared platform.
await family_svc.attach_family_hint(uid, data, note, created=True)
return await moment_delivery.attach_moment_rules(uid, "create_note", {"project_id": project_id}, data)
async def update_note(
note_id: int,
title: str = "",
body: str = "",
tags: list[str] | None = None,
project_id: int = 0,
system_ids: list[int] | None = None,
supersedes: list[int] | None = None,
verify_with: str = "",
expires_when: str = "",
clear: list[str] | None = None,
) -> dict:
"""Update an existing Grimoire note. Only explicitly provided fields are changed.
Args:
note_id: ID of the note to update.
title: New title, or omit to leave unchanged.
body: New markdown body, or omit to leave unchanged.
tags: Replaces the full tag list. Pass [] to clear all tags. Omit to leave unchanged.
project_id: New project association. Omit (or pass 0) to leave unchanged.
system_ids: Replace this note's System associations with these ids
(set-semantics). None = leave unchanged; [] = clear all.
supersedes: Replace the ids of earlier notes this one replaces
(set-semantics). None = leave unchanged; [] = clear all. See
create_note for when to reach for it.
verify_with: How to check this note is still true. Almost every note
should leave this empty — that is the normal, finished state, not
a gap: an empty check is the marker for "this is a decision, there
is nothing to go and check". See create_note for the full
norm-vs-constraint test; the short form is "could this become
false without anyone editing it?".
expires_when: The STATE that ends it, not a date.
clear: Names of fields to UNSET — "verify_with", "expires_when".
Needed because "" means "leave this alone" here, so there is no
value that removes a field: an agent updating a body must not
silently wipe a check it was not asked about. A note that stops
being a constraint is cleared by naming the field, which cannot
happen by accident.
Rewriting `verify_with` drops the note's verification stamp: a stamp
certifies a particular check, and carrying it across a rewrite would vouch
for something nobody has looked at.
A task and a snippet are both REFUSED a check, with a message saying where
to go instead — a task's decay is its status, and a snippet has
verify_snippet.
"""
uid = current_user_id()
fields: dict = {}
if title:
fields["title"] = title
if body:
fields["body"] = body
if tags is not None:
fields["tags"] = tags
if project_id:
fields["project_id"] = project_id
if verify_with:
fields["verify_with"] = verify_with
if expires_when:
fields["expires_when"] = expires_when
await refuse_guessed_ids(title, body)
note = await notes_svc.update_note(
uid, note_id, clear=clear or (), **fields
)
if note is None:
raise ValueError(f"note {note_id} not found")
if system_ids is not None:
await systems_svc.set_record_systems(uid, note_id, system_ids)
if supersedes is not None:
try:
await supersession_svc.set_supersedes(uid, note_id, supersedes)
except PermissionError as exc:
raise ValueError(str(exc)) from exc
data = note.to_dict()
await systems_tools.attach_systems(
uid, getattr(note, "user_id", uid) or uid, data, note_id, note.project_id
)
await supersession_svc.attach_relations(uid, note_id, data, hint=True)
if body:
await family_svc.attach_family_hint(uid, data, note, created=False)
return data
async def find_duplicate_records(kind: str = "note", threshold: float = 0.0) -> dict:
"""Notes or tasks already recorded that closely resemble each other.
The create gate PREVENTS a duplicate arriving through an agent; the web UI
deliberately has no gate (a human mid-thought must not be blocked by a 409),
which makes YOU the corrections system — and a corrector has to be able to
SEE what needs correcting. This is the finder. Run it when tidying a
project's records, or when you suspect the same ground was covered twice.
Args:
kind: "note" (documents), "task", or "lesson". Each kind is compared
only against its own — a to-do and a write-up are not alternatives
to each other. Snippets have their own report,
find_duplicate_snippets, whose groups propose a lossless merge.
LESSONS are the kind most worth running this on: their create gate
is deliberately permissive (it sits above the band where two
genuinely different lessons about one area would block each other),
so this report is where that tolerance gets reviewed.
threshold: Similarity floor, 0-1. 0 uses the configured setting.
READ THE `suggestion` FIELD BEFORE ACTING, because the right fix differs by
what the records ARE, not how alike they score. For notes: a correction
pair → declare `supersedes` on the newer; state smeared across dated
records → extract it into the System's reference note and leave these as
history; genuinely parallel records → leave them alone. NEVER merge notes.
Each group carries `members` with dates and any `existing_supersessions`
already declared inside it — a pair someone has ruled on is not an open
question.
"""
uid = current_user_id()
# Validated against the service's own list rather than a second copy here,
# so a kind added there reaches this door instead of being refused by a
# literal nobody remembered to widen.
allowed = tuple(k for k in dedup_svc._REPORT_KINDS if k != "snippet")
if kind not in allowed:
raise ValueError(
f"kind must be one of {', '.join(allowed)} — snippets have their "
"own report, find_duplicate_snippets"
)
return await dedup_svc.find_duplicate_records(
uid, kind=kind, threshold=threshold if threshold > 0 else None,
)
async def delete_note(note_id: int) -> dict:
"""Move a Grimoire note to the trash (recoverable). Restore via restore(batch_id)."""
uid = current_user_id()
# Read the title BEFORE the delete: afterwards the row is trashed and the
# confirmation could only echo the number back. A deletion the operator
# cannot recognise is one they cannot tell was the wrong one.
# Fail-open: the title is a COURTESY on top of the delete, so a lookup
# that errors must not stop the delete happening. Same posture the
# staleness marker takes — a decoration may never break its payload.
try:
loaded = await notes_svc.get_note_for_user(uid, note_id)
title = getattr(loaded[0], "title", "") if loaded else ""
except Exception:
title = ""
batch = await trash_svc.delete(uid, "note", note_id)
if batch is None:
raise ValueError(f"note {note_id} not found")
return {"deleted": note_id, "title": title, "deleted_batch_id": batch,
"message": f'Note {note_id} ("{title}") moved to trash. '
f"Restore with restore('{batch}')."}
async def notes_due_for_verification(
older_than_days: int = 0, project_id: int = 0, never_only: bool = False,
) -> dict:
"""Which notes assert a FACT that nobody has confirmed lately.
A corpus of notes holds two kinds of thing. Most are DECISIONS or records
of what happened — they have no truth value and cannot rot. A few assert a
fact about someone else's software: what a signing service does on a
duplicate upload, how a forge numbers its CI runs, what an updater
compares. Those go false silently, with nobody present, and a
cross-project reference note keeps being read as current by every project
that cites it.
This lists the second kind, oldest verification first, NEVER-CHECKED AT
THE TOP — a note nobody has ever confirmed is a claim with no evidence
behind it at all. Each row carries `verify_with` in full, because you are
about to go and run it, plus `expires_when` and `days_since_verified`.
Reach for it when curating, when a note's claim just contradicted what you
observed, or periodically. Then, per row: run the check, and call
mark_note_verified with what you found.
Notes with no `verify_with` never appear, and that is correct — they are
decisions, and there is nothing to go and check. Do not "fix" their
absence by giving them checks: this list is only worth reading while
everything on it genuinely can go false.
Args:
older_than_days: only notes last verified longer ago than this.
Never-checked notes always qualify — they are the most overdue
thing there is. 0 = no age filter.
project_id: narrow to one project. 0 = every project. Unlike the rules
sweep, this filter is safe: a note belongs to at most one project
outright, where a project is bound by every GLOBAL rule as well as
its own — so a project filter would UNDER-report rules.
never_only: only notes nobody has ever verified.
"""
uid = current_user_id()
notes = await notes_svc.notes_due_for_verification(
uid,
older_than_days=older_than_days,
project_id=project_id or None,
never_only=never_only,
)
return {
"notes": [notes_svc.verification_row(n) for n in notes],
"total": len(notes),
}
async def mark_note_verified(note_id: int, still_true: bool = True) -> dict:
"""Record that you ran a note's check — and what it said.
Call this AFTER actually running the note's `verify_with`, never on the
strength of the claim sounding plausible. A stamp nobody earned is worse
than no stamp: it moves the note to the bottom of the sweep and buys the
claim another long silence.
`still_true=False` writes NOTHING. A note whose check failed is not in a
special state to be recorded — it is WRONG, and the honest next moves are
to correct it, supersede it, or find out why. So it stays at the top of
the sweep until someone deals with it, and the response tells you what the
note said would end it.
Args:
note_id: the note whose check you ran.
still_true: True if the check passed. False if the fact it asserts is
no longer true — say so, that is the outcome worth having.
"""
uid = current_user_id()
note = await notes_svc.mark_note_verified(note_id, uid, still_true)
if note is None:
raise ValueError(
f"note {note_id} not found, not writable by you, or carries no "
f"verify_with (nothing to verify is not the same as verified)"
)
data = notes_svc.verification_row(note)
data["verified"] = bool(still_true)
if not still_true:
data["next"] = (
"This note is no longer true and is still being read as current "
"by anything that cites it. Correct it with update_note, write "
"the replacement with create_note(supersedes=[...]), or clear its "
"check with update_note(clear=[\"verify_with\"]) if it has stopped "
"asserting a fact at all. It stays at the top of "
"notes_due_for_verification until one of those happens."
)
return data
def register(mcp) -> None:
for fn in (
list_notes,
get_note,
create_note,
update_note,
find_duplicate_records,
delete_note,
notes_due_for_verification,
mark_note_verified,
):
mcp.tool(name=fn.__name__)(fn)
src/grimoire/mcp/tools/platforms.py
+78
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"""Platform MCP tools — what a project is built on or ships as.
Thin wrappers over services/platforms.py. The catalog is global; a project's
platforms decide which family ideas reach it.
"""
from __future__ import annotations
from grimoire.mcp._context import current_user_id
from grimoire.services import platforms as platforms_svc
async def list_platforms(project_id: int = 0) -> dict:
"""The GLOBAL platform catalog — runtimes, delivery channels and
toolchains a project can be built on or ship as (Android app, container
image, Go, …) — and, with a project_id, that project's answer for each.
A project's platforms decide which family ideas reach it: an idea is for
some platforms, and every project that is one of them answers it. Pass
slugs from here to set_project_platforms and decide_project_inception.
Each platform's `markers` are the file patterns that let the coverage
refresh DETECT it in a bound repo. A project's `state` per platform is
`declared` (a person said so), `detected` (a marker said so) or `rejected`
(a person said no — kept so detection cannot add it back). Only declared
and detected are membership.
Args:
project_id: also return this project's answers. 0 = catalog only.
"""
catalog = await platforms_svc.list_platforms()
out: dict = {"platforms": [p.to_dict() for p in catalog]}
if project_id:
rows = await platforms_svc.project_platforms(current_user_id(), project_id)
if rows is None:
raise ValueError(f"project {project_id} not found")
out["project_platforms"] = rows
return out
async def set_project_platforms(
project_id: int,
declared: list[str] | None = None,
rejected: list[str] | None = None,
withdrawn: list[str] | None = None,
) -> dict:
"""Say which platforms a project is — or is not. Only the platforms named
change; everything else is left exactly as it is.
Use it when the operator corrects what detection found, or when a project
starts or stops shipping something (it gains an Android client; it drops
its container image). At project creation, decide_project_inception's
`platforms` is the place instead — it records the answer with the rest of
what the project inherits.
Args:
project_id: the project.
declared: slugs the project IS (list_platforms).
rejected: slugs it is NOT — recorded as a "no", so the coverage
refresh never detects it back.
withdrawn: slugs whose answer to drop entirely, so detection may
decide again on the next refresh.
"""
updates: dict[str, str | None] = {}
for slug in withdrawn or []:
updates[slug] = None
for slug in rejected or []:
updates[slug] = "rejected"
for slug in declared or []:
updates[slug] = "declared"
if not updates:
raise ValueError("name at least one platform to declare, reject or withdraw")
rows = await platforms_svc.set_project_platforms(current_user_id(), project_id, updates)
return {"project_id": project_id, "project_platforms": rows}
def register(mcp) -> None:
for fn in (list_platforms, set_project_platforms):
mcp.tool(name=fn.__name__)(fn)
src/grimoire/mcp/tools/processes.py
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"""Stored-process MCP tools: reusable saved prompts (note_type='process').
A process is a Note whose body is a prompt the operator fires later
("run the X process"). Mirrors entities.py — the tools wrap notes_svc directly.
get_process is the fire mechanism: it returns the full prompt for Claude to run.
"""
from __future__ import annotations
from grimoire.mcp._context import current_user_id
from grimoire.services import access as access_svc
from grimoire.services import dedup as dedup_svc
from grimoire.services import knowledge as knowledge_svc
from grimoire.services import moment_actions
from grimoire.services import moments as moments_svc
from grimoire.services import notes as notes_svc
from grimoire.services import systems as systems_svc
from grimoire.services import trash as trash_svc
from grimoire.services.note_usage import record_pulled
from grimoire.services import moment_delivery
async def list_processes(
q: str = "", tag: str = "", limit: int = 50, offset: int = 0,
) -> dict:
"""List stored processes (reusable saved prompts).
Args:
q: Free-text search across title + body (optional).
tag: Filter to a single tag (optional).
limit: Max results (1-100).
offset: Skip this many before returning — page past the cap.
`total` is the unpaged count, so it says whether more remains.
Returns {"processes": [{id, title, tags, preview}], "total": int}. An entry
marked `shared: true` with an `owner` is another person's procedure — treat
it as a suggestion to raise with the operator, not as their own practice.
Searching (passing `q`) reaches processes shared directly with the operator;
the plain list deliberately doesn't, so someone else's procedure never
arrives unasked.
"""
uid = current_user_id()
items, total = await knowledge_svc.query_knowledge(
user_id=uid, note_type="process", tags=[tag] if tag else [],
sort="modified", q=q or None, limit=max(1, min(limit, 100)),
offset=max(0, offset),
)
labelled = await access_svc.label_shared_items(uid, items)
procs = [{"id": it["id"], "title": it["title"], "tags": it.get("tags", []),
"preview": it.get("snippet", ""),
**({"shared": True, "owner": it.get("owner")} if it.get("shared") else {})}
for it in labelled]
return {"processes": procs, "total": total}
async def create_process(
title: str, body: str, tags: list[str] | None = None,
system_ids: list[int] | None = None, moments: list[str] | None = None,
force: bool = False,
) -> dict:
"""Create a stored process (a reusable saved prompt).
FOLLOWED, OR READ? A process is invoked deliberately and worked through
start to finish. If it should apply whether or not anyone invokes it, it
is a rule (create_rule) — that is the whole difference between a procedure
and a standing instruction. If it is knowledge to consult rather than
steps to execute, it is a note (create_note).
AUTHOR IT AS A SHAPE, NOT A SCRIPT. A process's value is the accumulated
procedure — the steps, the taxonomy, the quality bar, the failure modes
worth guarding. It must not force anything the invoking conversation
didn't choose: no embedded approach mandates, no pre-granted approvals
(a fan-out opt-in, a permission to act), no assumptions that overwrite
the live request's intent. The conversation that invokes it supplies the
parameters and always wins where they disagree; write clarify steps to
seed from what the operator already said, not to re-ask it.
Args:
title: Process name, e.g. "Drift Audit" (required).
body: The full prompt to run later (markdown). Required.
tags: Plain-string tags, no # prefix.
system_ids: Systems (subsystems/areas) to file this process under, so
an area-scoped read finds it.
moments: The moments from list_moments this procedure is FOR — a
release procedure is a deliver, a review procedure a verify.
Loading the process then reaches each one, as well as its own
`skill.scribe-proc-<slug>`, so a rule mounted on work.deliver
arrives when the release procedure is loaded, before any of its
steps run.
force: Bypass the near-duplicate gate. By default, if a title- or
meaning-similar process already exists, creation is BLOCKED and the
existing one's id is returned so you update it instead. Set true
only for a genuinely distinct procedure.
Returns the created process, OR — when a near-duplicate is found and force
is false — {"duplicate": true, "existing_id": ..., "message": ...} (nothing
created).
The gate matters more here than for other kinds: every process becomes a
skill file that auto-surfaces on the operator's machine, so two near-identical
procedures don't merely bloat the corpus — they compete to be followed, and
which one wins is decided by a slug.
"""
if not (title or "").strip() or not (body or "").strip():
raise ValueError("create_process requires a non-empty title and body")
uid = current_user_id()
if not force:
dup = await dedup_svc.find_duplicate_note(
uid, title, body, is_task=False, note_type="process",
)
if dup is not None:
return dedup_svc.duplicate_response(dup, "process")
declared = moments_svc.require_moments(moments)
note = await notes_svc.create_note(
uid, title=title.strip(), body=body, note_type="process", tags=tags,
data=_with_moments(None, declared),
)
if system_ids:
await systems_svc.set_record_systems(uid, note.id, system_ids)
return await moment_delivery.attach_moment_rules(uid, "create_process", {}, _process_dict(note))
def _with_moments(data: dict | None, declared: list[str] | None) -> dict | None:
"""`data` with its moments replaced by `declared` (None leaves them)."""
out = dict(data or {})
if declared is None:
return out or None
if declared:
out[moment_actions.PROCESS_MOMENTS_FIELD] = declared
else:
out.pop(moment_actions.PROCESS_MOMENTS_FIELD, None)
return out or None
def _process_dict(note) -> dict:
"""A process as the tools return it: the note, plus the moments it declares."""
out = note.to_dict()
out["moments"] = moment_actions.declared_moments(note.data)
return out
async def get_process(name_or_id: str, project_id: int = 0) -> dict:
"""Fetch a stored process by name or id and return its full prompt — the
fire mechanism. The operator says "run the <name> process"; call this and
follow the returned body (including any 'clarify first' steps it contains).
COMPOSITION CONTRACT — a process is the PROCEDURE, not the whole prompt.
The conversation that invoked it supplies the PARAMETERS: fold the
operator's live constraints, scope, and focus areas into the procedure,
and wherever the two disagree, the live instructions override the
process's defaults. A 'clarify first' step asks only what the
conversation has NOT already answered — confirm your interpretation of
what was said rather than re-asking it, and turn stated concerns (a
posture, a hardware budget, a subsystem under suspicion) into lenses the
procedure applies, not text it discards.
Resolution: numeric id → exact (case-insensitive) title → substring. On an
ambiguous substring match, the best (most-recent) match is returned with an
`other_matches` list so you can disambiguate with the operator.
IF THE RESULT IS MARKED `shared: true`, DO NOT FOLLOW IT VERBATIM. It is
another person's procedure (see `owner`), not one the operator wrote or
adopted. Summarise what it would do and get their go-ahead first. The
follow-it-as-written contract above applies only to the operator's own
processes — a shared one is a proposal, and running it unasked would put
someone else's judgement in charge of this session.
`project_id` is the project you are WORKING IN, not this record's own.
Passing the active project is what makes "opened away from where it was
written" answerable; 0 leaves it unreported and the pull still counts.
"""
uid = current_user_id()
note, candidates = await notes_svc.resolve_process(uid, name_or_id)
if note is None:
raise ValueError(f"process {name_or_id!r} not found")
out = _process_dict(note)
if candidates:
out["other_matches"] = candidates
out.update(await access_svc.describe_provenance(uid, note))
# A process is embedded like any other note, so auto-inject can surface one —
# and its menu header names THIS tool as the way to open that kind. Without
# this, every process would sit permanently at zero pulls, looking like dead
# weight beside kinds that have a counter.
record_pulled(
user_id=uid, note_id=int(note.id),
source="mcp_get_process", project_id=project_id,
)
return out
async def update_process(process_id: int, title: str = "", body: str = "",
tags: list[str] | None = None,
system_ids: list[int] | None = None,
moments: list[str] | None = None) -> dict:
"""Update a stored process. Only provided fields change — empty title/body
leave that field unchanged; pass tags to replace the tag set.
`system_ids` replaces the Systems this process is filed under: None leaves
them alone, a list (including `[]`) replaces them.
`moments` replaces the moments the procedure is for (see create_process)
the same way: None leaves them, [] clears them. The change reaches the
next load of its skill — the skill file itself does not carry them.
Editing another user's process requires an editor or admin share from them; a
read-only share is not enough and says so rather than claiming not-found.
"""
uid = current_user_id()
loaded = await notes_svc.get_note_for_user(uid, process_id)
note = loaded[0] if loaded else None
if note is None or note.note_type != "process" or note.deleted_at is not None:
raise ValueError(f"process {process_id} not found")
if not await access_svc.can_write_note(uid, process_id):
raise ValueError(
f"process {process_id} is shared with you read-only — ask its owner "
f"for edit access, or save your own copy with create_process"
)
fields: dict = {}
if title.strip():
fields["title"] = title.strip()
if body.strip():
fields["body"] = body
if tags is not None:
fields["tags"] = tags
declared = moments_svc.require_moments(moments)
if declared is not None:
fields["data"] = _with_moments(note.data, declared)
# As the owner — update_note is owner-scoped and the write is authorised above.
updated = await notes_svc.update_note(note.user_id, process_id, **fields)
# The CALLER, not the owner. `update_note` above is owner-scoped because
# the service demands it; `set_record_systems` is not — it runs its own
# share-aware check and links only Systems the acting user can read, so
# passing the owner would bypass the check and borrow their reach (#47).
if system_ids is not None:
await systems_svc.set_record_systems(uid, process_id, system_ids)
if updated is None:
raise ValueError(f"process {process_id} not found")
out = _process_dict(updated)
out.update(await access_svc.describe_provenance(uid, updated))
return out
async def delete_process(process_id: int) -> dict:
"""Retire a stored process — it moves to the trash and is recoverable.
Reach for this when a procedure is wrong, superseded, or was never worth
keeping. A stored process is installed as a skill file on the operator's
machine and auto-surfaces there, so a bad one is followed rather than merely
ignored — it costs more than a missing one.
The same as `delete_note` (a process is a note, and the trash is
kind-agnostic), offered here because a kind whose own tools offer only
create/read/update reads as one you cannot retire.
"""
uid = current_user_id()
loaded = await notes_svc.get_note_for_user(uid, process_id)
note = loaded[0] if loaded else None
# Check the KIND before deleting: this tool is reached for by name, and
# letting it trash an ordinary note because the id happened to resolve would
# be a destructive action taken on a mistyped argument.
if note is None or note.note_type != "process" or note.deleted_at is not None:
raise ValueError(f"process {process_id} not found")
batch = await trash_svc.delete(uid, "note", process_id)
if batch is None:
raise ValueError(f"process {process_id} not found")
return {
"deleted_batch_id": batch,
"message": (
f"Process {process_id} moved to trash. Restore with restore('{batch}'). "
f"Its skill stub disappears on the operator's next process sync."
),
}
def register(mcp) -> None:
for fn in (
list_processes,
create_process,
get_process,
update_process,
delete_process,
):
mcp.tool(name=fn.__name__)(fn)
src/grimoire/mcp/tools/projects.py
+514
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"""Project CRUD MCP tools — thin wrappers over services/projects.py.
There is no delete tool: to stop working on a project, set its status to
'archived'. create_project creates directly, with no similarity check or
'confirmed' guard — the client is a capable model that can read the project
list itself.
"""
from __future__ import annotations
import logging
from grimoire.mcp._context import current_user_id
from grimoire.mcp.tools import systems as systems_tools
from grimoire.services import coverage as coverage_svc
from grimoire.services import design_systems as design_systems_svc
from grimoire.services import family_adoption as family_adoption_svc
from grimoire.services import inception as inception_svc
from grimoire.services import milestones as milestones_svc
from grimoire.services import notes as notes_svc
from grimoire.services import platforms as platforms_svc
from grimoire.services import projects as projects_svc
from grimoire.services import reply_shapes as reply_shapes_svc
from grimoire.services import rulebooks as rulebooks_svc
from grimoire.services import systems as systems_svc
from grimoire.services import trash as trash_svc
from grimoire.services.background import spawn
from grimoire.services.note_usage import record_surfaced
logger = logging.getLogger(__name__)
async def list_projects() -> dict:
"""List all Grimoire projects for the current user.
Returns id, title, description, goal, status (active/paused/completed/archived), color,
and a short auto-generated summary for each project.
"""
uid = current_user_id()
rows = await projects_svc.list_projects(uid)
return {"projects": [p.to_dict() for p in rows]}
# How many of each kind the handshake lists. Enough to say what was worked on
# lately and what's open; the rest is a list_milestones / list_tasks call away.
# Every milestone's plan would push the handshake past what a client accepts
# as a tool result.
_HANDSHAKE_MILESTONES = 5
_HANDSHAKE_OPEN_TASKS = 10
_HANDSHAKE_UNPLANNED = 10
async def enter_project(project_id: int) -> dict:
"""Session-start handshake: a primer on the project before you work in it.
Call this FIRST whenever you're about to do project-scoped work
(start_planning, create_task, update_*, anything that takes a project_id).
One round-trip returns what the project is for, what was worked on
lately, what's open, and the vocabulary to record against. It is kept
small on purpose: each part names the call that has the rest.
No persistent server state: this is a read snapshot. Re-call if the
session goes idle long enough that the data feels stale.
Args:
project_id: The project to enter.
Returns a dict with keys: project, milestone_summary, open_tasks, systems,
design_system, project_rules, pattern_coverage, reply_shape —
plus unplanned_milestones, milestone_summary_omitted,
unplanned_milestones_omitted, family, inception and systems_bootstrap,
each present only when it applies (see below).
`reply_shape` is the default shape of every reply you write to the
operator: conclusion first, the shortest reply that carries the answer,
where the work stands, and the one thing they need to do. Write to it;
an operator preference about replies that differs from it wins.
`project` is id, title, status and the full goal. get_project has the
whole record.
`milestone_summary` is the 5 most recently touched milestones, any status,
most recent first. Touched counts a step changing, not only the milestone
itself. Each carries its description, its progress and its `next_step` —
the earliest step still open, {id, title, status}, or null when none is —
but NOT its plan: get_milestone(id) reads a plan and its steps.
`milestone_summary_omitted` says how many others exist; list_milestones
lists them all.
Name the next step from `next_step`, not from recall: progress alone says
a plan has an open step and not which, and a step named from memory reads
exactly like one that was read.
`unplanned_milestones` is the active milestones that have NO steps yet,
in roadmap order (up to 10; `unplanned_milestones_omitted` counts the
rest) — id, title and description. They are open work: a plan somebody
wrote down and nobody has broken into steps. A milestone with no steps is
never touched, so the recent list above can never show one. Before
starting a new milestone for work, check whether one of these already
describes it; if so, add steps to it with create_records(milestone_id=…)
rather than opening a second plan for the same thing.
`open_tasks` is the 10 most recently touched todo / in-progress tasks,
with or without a milestone. A work-log counts as touching its task. Each
names its milestone. list_tasks has the rest.
`project_rules` lists the project's own rules by id and title. Global
rules (the ones in rulebooks) apply here too and are not listed. Any rule
reaches you in full when your work matches it — a global one or one of
this project's, never another project's; get_rule(id) reads one, and
search(content_type="rule", project_id=...) asks whether one covers what
you are about to do.
`pattern_coverage` (usually null) is the shape-accounting line — how many
of the bound repo's extracted shapes carry a classification against canon
— e.g. "shape accounting: 3100/4573 shapes accounted for — 12 canonical ·
2900 instance (estimate, computed <date>); 1473 unclassified, largest:
internal/api". Unclassified IS the todo: as you
touch code in those areas, classify the shapes you can (instances of
recorded canon, deliberate variants, one-off exemptions) and record the
canon that's missing with create_snippet. A null line on a forge-served
project usually means the ledger is seeding in the background (entering
triggers it); refresh_pattern_coverage computes it on the spot.
`systems` is the project's vocabulary of named subsystems/areas. It is
returned here so you can TAG as you write: when creating or meaningfully
updating a record, ask which of these areas it is about and pass their ids
as `system_ids`. If the area a record describes is missing from this list,
create it with create_system rather than leaving the area unmodelled. Read
a subsystem's accumulated records with list_system_records. Each is id and name; get_system has the charter.
`platforms` is what the project is built on or ships as
— Android app, container image, Go, … — each with how it is known
(`declared` by a person, `detected` from a bound repo). They decide which
family ideas reach this project. An empty list on a project that plainly
ships something is worth correcting with set_project_platforms.
`family` appears ONLY when this project has family canon
to answer: how many canon ideas on its platforms are `unassessed`, how
many it `owed`s, and how many answers were given against an older canon
version (`needs_recheck`) — each with the list_family_adoptions call that
lists them. Answer an unassessed idea when your work reaches its area
(get_family_adoption, then assess_family_adoption, or classify the code
against it); the family-canon skill has the order.
`inception` appears ONLY when the project is yours and
nobody has decided what it inherits: it carries the current defaults
(design system, Systems, platforms), what to ask the
operator — once — and the decide_project_inception call that answers it;
it repeats on every enter until a decision is recorded.
`systems_bootstrap` appears ONLY when the project has many records and no
Systems at all — act on it before starting other work: create_system a
starter vocabulary from the areas the project's records name, directly
and without asking permission, preferring the standard names the ask
lists. It stops appearing the moment the first System exists.
`design_system` is null unless the project points at one. When present it
is a summary (title, what it inherits, token count and groups) and
`guidance_call`. The guidance binds any UI you write the way a rule does:
before writing UI, read `resolved_guidance` from get_design_system (the
house style AND this project's departures from it), and pull values with
resolve_design_system or get_design_system_stylesheet before reaching for
a literal.
Entering a project also SCOPES the session: reference and offer work on
this project only, and pass its id to search / list_* so results stay
inside it. If something clearly belongs to a different project, say so and
ask before switching — never silently operate cross-project. The active
project does not stick on the server (each call is self-contained);
carrying its id forward is on you.
Don't wait to be told which project is in scope. When work clearly belongs
to a project but none is entered, look for a match yourself (list_projects
/ search on the repo or subject), propose it, and enter it once the
operator confirms; if nothing matches, offer to create one — confirming
name and goal first, never guessing a project into existence.
"""
uid = current_user_id()
project = await projects_svc.get_project(uid, project_id)
if project is None:
raise ValueError(f"project {project_id} not found")
applicable = await rulebooks_svc.get_applicable_rules(
project_id=project_id, user_id=uid,
)
milestone_rows = await milestones_svc.get_project_milestone_summary(
uid, project_id,
)
milestone_summary, omitted = milestones_svc.brief_milestone_summary(
milestone_rows, limit=_HANDSHAKE_MILESTONES,
)
milestone_titles = {m["id"]: m.get("title") for m in milestone_rows}
unplanned, unplanned_omitted = milestones_svc.unplanned_milestones(
milestone_rows,
exclude_ids={m["id"] for m in milestone_summary},
limit=_HANDSHAKE_UNPLANNED,
)
open_tasks, _ = await notes_svc.list_notes(
uid, is_task=True, project_id=project_id,
status=["todo", "in_progress"], sort="touched", limit=_HANDSHAKE_OPEN_TASKS,
)
# The tagging vocabulary. Surfaced HERE because an instruction to "tag
# records to Systems" is only executable if the list is in front of the
# agent when it writes. Untagged writes also ask with the vocabulary
# listed; this copy lets the first write tag.
systems = await systems_svc.list_systems(uid, project_id)
platforms = platforms_svc.members(
await platforms_svc.project_platforms(uid, project_id) or []
)
# The arrival-moment half of the bootstrap ask: session start is
# when the agent has just read the project map and is not yet deep in a
# task — the one moment minting a starter vocabulary is cheap. The
# write-moment half rides untagged-record responses (attach_systems);
# both retire the instant the first System exists.
systems_bootstrap = None
if not systems:
systems_bootstrap = await systems_tools.bootstrap_systems_ask(
uid, project_id
)
# The inception ask: a project nobody has decided on inherits nothing,
# silently — no design system, no Systems. Owner-only (deciding is the
# owner's), and only until a decision is recorded; the key is ABSENT
# otherwise.
inception_ask = None
if project.user_id == uid and not inception_svc.is_decided(project):
inception_ask = await inception_svc.inception_ask(uid, project_id)
# An AMBIENT source: top-N-by-recency, not a ranked choice, and
# the readout counts it apart so dead-weight detection isn't poisoned by
# "recently updated in a project you opened".
record_surfaced(
user_id=uid,
note_ids=[int(t.id) for t in open_tasks],
source="enter_project",
project_id=project_id,
)
# A project need not have one, and most installs won't — null is ordinary
# here, not a missing prerequisite. Summary only: the guidance is ~9k of
# prose most sessions never use, so it's one call away.
design_system = None
if project.design_system_id:
design = await design_systems_svc.design_context(
uid, project.design_system_id,
)
if design:
design_system = {
k: design[k]
for k in ("id", "title", "inherits_from", "token_count", "token_groups")
}
design_system["guidance_call"] = (
f"get_design_system({design['id']}) → resolved_guidance"
)
# Cache read ONLY — computing coverage moves a repo tarball and never
# belongs in this request path. Null is the ordinary state (no forge, or
# never computed); the line appears exactly when there is evidence. Read
# on the OWNER's id: bindings and the cache live with the project owner.
coverage = await coverage_svc.cached_coverage(
project.user_id or uid, project_id
)
# Arrival self-seed: a ledger that is absent or stale refreshes in
# the BACKGROUND — entering is the moment the number is wanted, and the
# UI button must not be the only path. This enter stays fast; the next
# one carries the line. Forge-less projects exit the seed quietly.
spawn(
coverage_svc.refresh_if_stale(
project.user_id or uid, project_id, cached=coverage
),
site="enter_project.coverage_seed",
)
out = {
"project": {
"id": project.id, "title": project.title,
"status": project.status, "goal": project.goal,
},
"pattern_coverage": coverage_svc.coverage_line(coverage) if coverage else None,
"systems": [{"id": s.id, "name": s.name} for s in systems],
"platforms": platforms,
"design_system": design_system,
"milestone_summary": milestone_summary,
**rulebooks_svc.rules_payload(
applicable, user_id=uid, source="enter_project", brief=True,
),
"open_tasks": [
{
"id": t.id, "title": t.title, "status": t.status,
"milestone_id": t.milestone_id,
"milestone_title": milestone_titles.get(t.milestone_id),
}
for t in open_tasks
],
}
# Attached only when it applies — a key that usually says null trains
# readers to skip it, and this one exists to be acted on.
if omitted:
out["milestone_summary_omitted"] = (
f"{omitted} other milestone(s) not listed. "
f"list_milestones({project_id}) lists every milestone."
)
if unplanned:
out["unplanned_milestones"] = unplanned
if unplanned_omitted:
out["unplanned_milestones_omitted"] = (
f"{unplanned_omitted} more active milestone(s) with no steps. "
f"list_milestones({project_id}) lists every milestone."
)
if systems_bootstrap:
out["systems_bootstrap"] = systems_bootstrap
# Family canon: counts only, attached when one is
# non-zero. A readout must never fail the handshake it rides on.
try:
family = await family_adoption_svc.family_readout(uid, project_id)
except Exception:
logger.warning("family readout failed for project %s", project_id, exc_info=True)
family = None
if family:
out["family"] = family
if inception_ask:
out["inception"] = inception_ask
# The core reply shape: for a client with no prompt hook,
# entering the project is the one point every session passes before it
# writes a reply. A plugin session gets it with its first turn as well;
# one repeat per session is the price of reaching every client.
out["reply_shape"] = reply_shapes_svc.render(reply_shapes_svc.core(), full=True)
return out
async def get_project(project_id: int) -> dict:
"""Fetch a Grimoire project by ID.
Returns full project fields, a milestone_summary list (every milestone,
with description, progress and `next_step` — the earliest still-open step,
or null — but no plan body; get_milestone reads a plan), the project's own
rules (project_rules), and applicable_rules: the
global rules tagged to an area this project works in. Every other global
rule applies too and arrives by retrieval when the work matches it.
`platforms` is every platform the project has an answer for, with its
state — rejected ones included, unlike enter_project's brief list.
"""
uid = current_user_id()
project = await projects_svc.get_project(uid, project_id)
if project is None:
raise ValueError(f"project {project_id} not found")
data = project.to_dict()
data["platforms"] = await platforms_svc.project_platforms(uid, project_id) or []
rows = await milestones_svc.get_project_milestone_summary(uid, project_id)
data["milestone_summary"], _ = milestones_svc.brief_milestone_summary(rows)
applicable = await rulebooks_svc.get_applicable_rules(
project_id=project_id, user_id=uid,
)
data.update(rulebooks_svc.rules_payload(applicable, user_id=uid, source="get_project"))
return data
def _inception_choices(design_system_id, seed_systems, platforms=None) -> dict | None:
"""The tool args → an inception choices object, or None when no inception
arg was given at all (a bare create stays undecided and enter_project
asks). design_system_id: 0 = not stated, -1 = explicitly none, n = that
system. platforms: None = not stated (memberships untouched), a list =
the whole answer."""
if not design_system_id and seed_systems is None and platforms is None:
return None
choices = {
"design_system_id": None if design_system_id in (0, -1) else design_system_id,
"seed_systems": bool(seed_systems),
}
if platforms is not None:
choices["platforms"] = list(platforms)
return choices
async def create_project(
title: str,
description: str = "",
goal: str = "",
status: str = "active",
color: str = "",
design_system_id: int = 0,
seed_systems: bool | None = None,
platforms: list[str] | None = None,
) -> dict:
"""Create a new project in Grimoire — and decide what it inherits.
A project's inheritance is a decision, not a default:
before calling, ask the operator the three inception questions and pass
the answers; a project created without either is UNDECIDED and
enter_project will ask until decide_project_inception records it.
Defaults if nobody decides: no design system, no Systems. Rules are not
an inception question: global rules (in rulebooks) apply to every
project, and a project's own rules are written with create_project_rule.
Args:
title: Project name (required).
description: Short summary of what the project is.
goal: The desired outcome or definition of done for the project.
status: one of active (default), paused, completed, archived.
color: Optional hex colour for the project card (e.g. "#6366f1").
design_system_id: the design system this project's UI is built from
(list_design_systems); -1 = explicitly none; 0 = not stated.
seed_systems: true mints the standard starter Systems (CI & Release,
Auth & Access, …) so records can be tagged from day one.
platforms: slugs of what the project is built on or ships as
(list_platforms) — they decide which family ideas reach it. The
list is the whole answer; omit it to leave the question open.
"""
uid = current_user_id()
project = await projects_svc.create_project(
uid,
title=title,
description=description,
goal=goal,
status=status,
color=color or None,
)
data = project.to_dict()
choices = _inception_choices(design_system_id, seed_systems, platforms)
if choices is not None:
decided = await inception_svc.decide(uid, project.id, choices=choices, via="mcp")
data["inception"] = decided["inception"]
data["inception_effects"] = decided["effects"]
else:
data["inception_hint"] = (
"Undecided: this project inherits its defaults until "
"decide_project_inception records what it should inherit "
"(enter_project will ask)."
)
return data
async def decide_project_inception(
project_id: int,
design_system_id: int = 0,
seed_systems: bool | None = None,
platforms: list[str] | None = None,
) -> dict:
"""Record what a project inherits — answer enter_project's `inception` ask,
or re-decide later.
Owner-only. Applies the effects through the ordinary tools' paths —
set_project_design_system and the standard Systems seed — and writes the
decision on the project last, so get_project/enter_project can say why
the project has the design and Systems it has. Re-deciding replaces the
design system and never re-seeds Systems a project already has.
Args: as create_project's inception args. Passing nothing records a
decision to take nothing (no design system, no seed) — a valid answer,
stated — and leaves the project's platforms as they are.
"""
uid = current_user_id()
choices = _inception_choices(design_system_id, seed_systems, platforms) or {}
decided = await inception_svc.decide(uid, project_id, choices=choices, via="mcp")
return {"project_id": project_id, **decided}
async def update_project(
project_id: int,
title: str = "",
description: str = "",
goal: str = "",
status: str = "",
color: str = "",
) -> dict:
"""Update an existing Grimoire project. Only explicitly provided fields are changed.
Args:
project_id: ID of the project to update.
title: New title, or omit to leave unchanged.
description: New description, or omit to leave unchanged.
goal: New goal/definition-of-done, or omit to leave unchanged.
status: New status — one of active, paused, completed, archived.
color: New hex colour, or omit to leave unchanged.
"""
uid = current_user_id()
fields: dict = {}
if title:
fields["title"] = title
if description:
fields["description"] = description
if goal:
fields["goal"] = goal
if status:
fields["status"] = status
if color:
fields["color"] = color
project = await projects_svc.update_project(uid, project_id, **fields)
if project is None:
raise ValueError(f"project {project_id} not found")
return project.to_dict()
async def delete_project(project_id: int) -> dict:
"""Move a project to the trash (recoverable). Its milestones, tasks, and notes
go with it as one batch. Restore via restore(batch_id)."""
uid = current_user_id()
batch = await trash_svc.delete(uid, "project", project_id)
if batch is None:
raise ValueError(f"project {project_id} not found")
return {"deleted_batch_id": batch,
"message": f"Project {project_id} + its contents moved to trash. Restore with restore('{batch}')."}
def register(mcp) -> None:
for fn in (
list_projects,
enter_project,
get_project,
create_project,
update_project,
delete_project, decide_project_inception,
):
mcp.tool(name=fn.__name__)(fn)
src/grimoire/mcp/tools/recent.py
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"""get_recent — cross-type recent-activity tool.
Returns the most-recently-touched notes, tasks, and projects for the user,
ordered by updated_at descending. Useful for Claude to bootstrap context at
the start of a conversation ("what was I working on?").
Aggregation is Python-side after two small per-table queries — simpler than
a UNION ALL with type-discriminating columns, and fine for personal-scale data.
"""
from __future__ import annotations
from datetime import datetime, timedelta, timezone
from sqlalchemy import select
from grimoire.mcp._context import current_user_id
from grimoire.models import async_session
from grimoire.models.note import Note
from grimoire.models.project import Project
async def get_recent(days: int = 7, limit: int = 25) -> dict:
"""Return recently-touched items across notes, tasks, and projects.
Args:
days: Look-back window in days (1-90).
limit: Maximum number of items returned (1-100).
Returns:
{"items": [{"id", "type", "title", "updated_at"}], "total": int}
Sorted by updated_at descending.
Scope note: this spans ALL projects and takes no project filter. When a
project is in scope, prefer list_tasks(project_id=...) /
list_notes(project_id=...) so you don't surface other projects' activity.
"""
uid = current_user_id()
days = max(1, min(days, 90))
limit = max(1, min(limit, 100))
since = datetime.now(timezone.utc) - timedelta(days=days)
items: list[dict] = []
async with async_session() as session:
notes = (await session.execute(
select(Note).where(Note.user_id == uid, Note.updated_at >= since,
Note.deleted_at.is_(None))
.order_by(Note.updated_at.desc()).limit(limit)
)).scalars().all()
for n in notes:
items.append({
"id": n.id,
"type": "task" if n.is_task else "note",
"title": n.title,
"updated_at": n.updated_at.isoformat(),
})
projects = (await session.execute(
select(Project).where(Project.user_id == uid,
Project.updated_at >= since,
Project.deleted_at.is_(None))
.order_by(Project.updated_at.desc()).limit(limit)
)).scalars().all()
for p in projects:
items.append({
"id": p.id,
"type": "project",
"title": p.title,
"updated_at": p.updated_at.isoformat(),
})
items.sort(key=lambda r: r["updated_at"], reverse=True)
items = items[:limit]
return {"items": items, "total": len(items)}
def register(mcp) -> None:
mcp.tool(name="get_recent")(get_recent)
src/grimoire/mcp/tools/repos.py
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"""Repo -> project binding MCP tools.
Let the operator map the working git repository to a Grimoire project so the
SessionStart hook auto-loads that project's context — without pinning a project
id in plugin config (which would force a single project for every repo). Run
`bind_repo` once per repo; the binding is keyed on the normalized git remote, so
it survives re-clones and ssh/https URL differences.
"""
from __future__ import annotations
from grimoire.mcp._context import current_user_id
from grimoire.services import projects as projects_svc
from grimoire.services import repo_bindings as repo_bindings_svc
async def bind_repo(repo_url: str, project_id: int, ref: str = "") -> dict:
"""Bind a git repository to a Grimoire project for session-start context.
After this, any session started in that repo auto-loads the project's
context (the SessionStart hook sends the repo's remote; the server resolves
it here). Idempotent — re-binding the same repo updates the target project.
The binding is also what the shape ledger reads (refresh_pattern_coverage):
`ref` names the branch it follows. Default (""): the repo's default branch
— which means the ledger only sees work after a merge. A project that
works on a dev branch should bind with ref="dev" so classification follows
the push, not the merge. Re-binding with ref="" keeps the standing ref;
pass ref="-" to clear it back to the default branch.
Args:
repo_url: the repo's git remote (e.g. the output of
`git remote get-url origin` — ssh or https form, both work).
project_id: the Grimoire project this repo represents.
ref: branch the ledger follows ("" = leave as is / default branch on
a new binding; "-" = clear to the default branch).
"""
uid = current_user_id()
project = await projects_svc.get_project(uid, project_id)
if project is None:
raise ValueError(f"project {project_id} not found")
ref_arg = None if not ref else ("" if ref.strip() == "-" else ref)
binding = await repo_bindings_svc.set_binding(uid, repo_url, project_id, ref_arg)
follows = binding.ref or "the default branch"
return {
"repo_key": binding.repo_key,
"project_id": binding.project_id,
"project_title": project.title,
"ref": binding.ref,
"message": (
f"Bound `{binding.repo_key}` -> {project.title} (id {project.id}); "
f"the ledger follows {follows}."
),
}
async def list_repo_bindings() -> dict:
"""List every repo -> project binding for the current user."""
uid = current_user_id()
bindings = await repo_bindings_svc.list_bindings(uid)
return {"bindings": [b.to_dict() for b in bindings]}
async def unbind_repo(repo_url: str) -> dict:
"""Remove a repo's binding. Sessions there fall back to standing rules only.
Args:
repo_url: the repo's git remote (same form used to bind it).
"""
uid = current_user_id()
removed = await repo_bindings_svc.delete_binding(uid, repo_url)
key = repo_bindings_svc.normalize_repo_key(repo_url)
return {
"removed": removed,
"repo_key": key,
"message": (
f"Unbound `{key}`." if removed else f"No binding found for `{key}`."
),
}
def register(mcp) -> None:
for fn in (bind_repo, list_repo_bindings, unbind_repo):
mcp.tool(name=fn.__name__)(fn)
src/grimoire/mcp/tools/retrieval_review.py
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"""Judging what a retrieval arm offered.
`retrieval_telemetry` says what the reader did with each line — opened it or
not. These two say whether the line RELATED, which is a reading only someone
looking at the query beside the line can do.
"""
from grimoire.mcp._context import current_user_id
from grimoire.services import retrieval_review as review_svc
async def menus_to_review(
source: str = "auto_inject", n: int = 5, days: int = 14, depth: int = 6,
) -> dict:
"""A sample of logged injection menus, re-run so you can judge each line.
Reach for this before moving a budget or a floor, and whenever an open rate
is about to be read as a verdict on relevance. It is not one: every menu
line carries the passage that matched, so a record left unopened may have
been unrelated, enough as shown, or already in context, and the usage
counters cannot tell those apart. A judged sample can.
Each menu is one logged call: the query the arm searched (enriched, as it
was asked), its `budget`, and `lines` — the query re-run with the arm's own
parameters to `depth`, each line with `rank`, `score`, `kind`, `name`, the
`passage` that matched, `within_budget` (was it inside the cut) and
`opened_after` (did your agent open it within an hour). Lines past the
budget are there on purpose: they are what a larger budget would add.
`missing` names ids the call logged that the re-run no longer finds — the
corpus has moved since. Judge what is in front of you.
The re-run is against today's corpus, so it guards what has been written
since. Records created after the call are left out and named in
`postdated`: the call could not have offered them, and the session that
made it often wrote them, quoting it. A line marked `changed_since_call`
was written to afterwards; if its passage is plainly the later text, leave
it unjudged. `logged` says the line was shown fresh at the time.
JUDGE FROM THE LINE; DO NOT OPEN THE RECORD. Opening counts as a pull and
would credit the arm with an open it never earned. Then record verdicts
with `judge_menu`. `how_to_judge` in the response repeats the vocabulary.
Args:
source: the arm to review. Only arms whose search can be re-run
exactly are offered; today that is `auto_inject`.
n: how many calls to sample, 1–20. Random among the calls you have not
judged, so a review does not describe one afternoon.
days: how far back to sample from.
depth: how many candidates to re-run per call, 1–10. Past the budget,
so the cut itself can be judged.
"""
return await review_svc.menus_to_review(
current_user_id(), source=source, n=n, days=days, depth=depth,
)
async def judge_menu(log_id: int, verdicts: list[dict]) -> dict:
"""Record your verdict on lines of one menu from `menus_to_review`.
`verdicts` is a list of `{record_id, verdict, reason}`:
"on_point" — someone in the query's situation should read this.
"adjacent" — the same area, but it would not change what they do.
"unrelated" — close in words only.
`reason` is REQUIRED for every verdict: what in the query and the passage
decided it. A verdict nobody can re-read is a threshold, and this exists to
replace one. Rank, score and which side of the budget the line sat are
taken from a fresh re-run, not from you. Judging a line again replaces your
earlier verdict on it.
The verdicts are read back as `retrieval_telemetry`'s `judged` block.
"""
return await review_svc.judge_menu(
current_user_id(), log_id=log_id, verdicts=verdicts,
)
def register(mcp) -> None:
mcp.tool(name="menus_to_review")(menus_to_review)
mcp.tool(name="judge_menu")(judge_menu)
src/grimoire/mcp/tools/retrieval_tuning.py
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"""Reading and moving a retrieval surface's floor and budget.
The write half of the loop `retrieval_telemetry` opens. That tool says what a
bar did; these say what the bar IS, and let it be changed with the argument
attached.
"""
from grimoire.mcp._context import current_user_id
from grimoire.services import retrieval_migration as migration_svc
from grimoire.services import retrieval_tuning as tuning_svc
async def retrieval_surfaces() -> dict:
"""Every retrieval surface Grimoire pushes on, with its floor and its budget.
Read this before changing either, and read it beside
`retrieval_telemetry(days=…, near_miss_samples=5)` — this tool says what is
in force, that one says what it did.
Each surface carries what it ASKS, what corpus it asks OVER, and how often
it FIRES, because a floor cannot be moved sensibly without all three. An arm
firing before every Bash call is spending attention on a scale an arm firing
once a turn is not, and the same number means different things to a query
that is a shell command, a code payload, or an operator's sentence.
`floor` is a COST floor: is this worth ranking at all. It is not a relevance
judgement — relevance is decided by the reader, which is the only
participant that can read a record's trigger against the actual situation,
and every injected line says so out loud ("read it before deciding it does
not apply").
`budget` is what actually binds. It is how many lines this surface may spend
on one injection, and it is the control to reach for when a surface feels
noisy — lowering a budget removes the weakest candidates, while raising a
floor removes whichever candidates happen to sit under a number.
`last_change` carries the reason last given for each dial, or is absent when
the surface is still on its shipped starting point. Those starting points
are starting points: they were measured against one corpus with one
embedding model and cannot be right for another install by construction.
That is why this tool exists rather than a better set of defaults.
`calibration` says what SPACE each number was chosen in, per dial, and
whether that space has moved. A floor is a cosine distance in one embedding
model's geometry over documents cut one particular way; swap the model and
every score shifts at once, re-cut the documents and the same record embeds
different text. Either way the number is a measurement of something that no
longer exists, and no amount of telemetry will say so — the scores simply
come out different and the bar keeps applying.
Read the three fields apart:
- `stale: true` with `model_changed` — the geometry is new. Every floor on
this install needs re-measuring, not adjusting; a number that meant "quite
similar" in the old space means nothing particular in this one.
- `stale: true` with `shape_changed` — the documents are cut differently.
The scale still holds, but what a record embeds has changed, so which
records clear a bar has.
- `stale: null`, `source: "unstamped"` — the dial was moved before Grimoire
recorded this. It was measured under SOMETHING and there is no way to say
what, which is a different answer from "it is fine". Treat it as worth
re-measuring, and the next tuning call stamps it.
NOTHING IS RETUNED AUTOMATICALLY on the strength of this, here or anywhere.
A stale stamp says a number is no longer a measurement; it does not say what
the number should be. That judgement wants the same procedure as any other
tuning change — `retrieval_telemetry(near_miss_samples=5)`, open the records
it names, then `tune_retrieval` with what you read in the reason.
"""
return {"surfaces": await tuning_svc.current_settings(current_user_id())}
async def tune_retrieval(
surface: str, dial: str, value: float, reason: str, actor: str = "model",
) -> dict:
"""Move one surface's floor or budget, recording why.
DO NOT CALL THIS FROM A PERCENTILE ALONE. `retrieval_telemetry` gives
`near_misses.p90` — the mass sitting just under the bar — and that number
says nothing about whether the mass is RELEVANT. The two have been measured
disagreeing: one surface logged 69 consecutive declines with the refused
record 0.0006 under its bar, and every percentile said "lower it". The
refused record turned out to be a rule about interpreting a REQUEST, matched
against a query about report layout — a false positive. Lowering would have
attached that rule to every completion report ever written. The statistic
and the correct action pointed in opposite directions, and only opening the
record could tell.
So the procedure is: `retrieval_telemetry(near_miss_samples=5)`, then
`get_rule` / `get_note` the `record_id`s it names, and decide whether those
records SHOULD have surfaced for those queries. Then move the dial, and say
in `reason` what you read and what it showed.
`reason` is required and must be substantive. It is the guardrail, not
bookkeeping: it is what lets the operator review a change they did not make,
disagree with it, and revert it. A number that moved with no stated basis is
one nobody can audit — including you, next week.
WHICH DIAL. Reach for `budget` when the complaint is volume, and `floor`
when the complaint is quality. Raising a floor to quieten a surface throws
away its best candidates along with its worst, because a floor cannot tell
rank from relevance; lowering a budget keeps the top of the ranking and
drops the tail, which is usually what was wanted.
Args:
surface: the surface name from `retrieval_surfaces` — also its
`retrieval_telemetry` source, so the two always name the same arm.
dial: "floor" or "budget".
value: the new value. A floor is clamped to [0, 1], a budget to a whole
number in [1, 10]. The result says whether a clamp bit, which
matters: believing you set a value the registry corrected means
reading the next telemetry as evidence about a bar never in force.
reason: what you read and what it showed. Required.
actor: "model" (default) or "human" — pass "human" only when relaying a
value the operator chose themselves, so the audit trail can tell
a change they made from one made on their behalf.
"""
return await tuning_svc.set_dial(
current_user_id(), surface, dial, value, reason=reason, actor=actor,
)
async def retrieval_tuning_history(surface: str = "", limit: int = 20) -> dict:
"""What has been changed about retrieval on this install, newest first.
Reach for it before moving a dial that has been moved before — the previous
reason is the argument the next change has to answer, and a surface that has
been walked up and down repeatedly is evidence the floor is not the problem.
Args:
surface: restrict to one surface; omit for everything.
limit: how many events, default 20, capped at 200.
"""
return {
"events": await tuning_svc.tuning_history(
current_user_id(), surface=surface or None, limit=limit,
)
}
async def migrate_retrieval_floor(
surface: str, sample: int = 200, apply: bool = False,
) -> dict:
"""Carry one surface's floor across an embedding-model or chunker change.
Reach for this when `retrieval_surfaces` reports a dial `stale` — and only
then. A floor is a cosine similarity, so a new embedding model moves every
score on the install at once and the stored number silently stops describing
anything. Re-deriving six floors by reading telemetry is the work this
avoids.
WHAT IT TRANSFERS. Not the number — the SELECTIVITY. A floor's real content
is a decision about how much of what an arm sees is worth spending attention
on, and that decision survives a change of units. This measures what fraction
of the surface's recent calls the old floor admitted, re-scores those same
queries under the current model, and proposes the value that admits the same
fraction.
DRY RUN BY DEFAULT. With `apply=False` it returns the arithmetic and writes
nothing. Read it before applying: the sample sizes, both score ranges, and
whether the shift looks like a change of scale or like a corpus that has not
finished re-embedding. A model change is the moment every number is
uncertain at once, which is the worst moment to let a statistic move dials
unattended.
AND IT IS STILL A STARTING POINT. Percentile-preserving means the new floor
is as good as the old one was, not better — if the old floor was wrong, this
faithfully carries the wrongness onto the new scale. It is the number to
begin from while the surface collects enough calls to judge properly, which
is `retrieval_telemetry(near_miss_samples=5)` and `tune_retrieval` as usual.
Args:
surface: the surface name from `retrieval_surfaces`.
sample: how many recent logged calls to re-score, default 200. Each one
is an embedding plus a scan, so this is real work; a surface with
only a handful of logged calls gives a percentile made of noise.
apply: False (default) returns the proposal. True writes it, as an
ordinary tuning event with the arithmetic in its reason — so a
migrated floor is reviewable and revertible like any other.
"""
return await migration_svc.migrate_floor(
current_user_id(), surface, sample=sample, apply=apply,
)
def register(mcp) -> None:
mcp.tool(name="retrieval_surfaces")(retrieval_surfaces)
mcp.tool(name="migrate_retrieval_floor")(migrate_retrieval_floor)
mcp.tool(name="tune_retrieval")(tune_retrieval)
mcp.tool(name="retrieval_tuning_history")(retrieval_tuning_history)
src/grimoire/mcp/tools/rulebooks.py
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src/grimoire/mcp/tools/search.py
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"""search — semantic search across the user's notes and tasks.
Mirrors the existing fable-mcp contract so Claude's prior usage pattern keeps
working. Differences from fable-mcp:
- calls services.embeddings.semantic_search_notes directly instead of HTTP
- user_id comes from mcp.current_user_id() rather than a global API key
"""
from __future__ import annotations
import time
from grimoire.mcp._context import current_user_id
from grimoire.services.access import owner_names_for
from grimoire.services.knowledge import content_type_filters
from grimoire.services.text import MATCHED_PASSAGE, excerpt_fields
from grimoire.services.embeddings import (
DEFAULT_SIMILARITY_THRESHOLD, semantic_search_milestones, semantic_search_notes,
semantic_search_rules, semantic_search_systems,
)
from grimoire.services import rulebooks as rulebooks_svc
from grimoire.services.retrieval_telemetry import record_retrieval, retrieval_summary
# A matched chunk is at most _CHUNK_CHAR_BUDGET (1400) characters, and it is
# the evidence the ranking was built on, so it gets most of that room. Elision
# inside a chunk is far less lossy than a head cut of a whole record: the
# region is already the right one.
_EXCERPT_CHARS = 1000
# The kinds `content_type` accepts are DERIVED from the facet table, not listed
# again here — that table is where a kind is declared, and a second hand-kept
# copy here would let the agent's door and browse offer different kinds.
# `content_type_filters` carries
# the mapping, the 'all'/'note' special cases and the refusal.
#
# These two do not reach `semantic_search_notes` at all: they have their own
# search and their own result shape, so they are dispatched before the mapping
# and passed in only so the refusal message lists everything THIS door takes.
_OWN_SEARCH = ("rule", "milestone", "system")
async def _search_rules(uid: int, q: str, limit: int, project_id: int) -> dict:
"""Rules by meaning — a separate result shape because a rule IS different.
A rule hit carries `why` and `how_to_apply`: they are the operational half
of a rule and the session-start payload never includes them, so a caller
who went looking should get the whole thing rather than a summary they then
have to re-fetch. It also carries the rule's check (`verify_with`,
`expires_when`, `last_verified`) when it has one — a search hit is exactly
the moment someone is about to act on a rule, and "this asserts a fact
nobody has confirmed" is part of what the rule says.
`project_id` scopes the way it does for notes, with one difference: a
GLOBAL rule (one in a rulebook) belongs to no project and applies in every
one, so a scoped search returns global rules plus that project's own.
Without a project it asks the whole rulebook — every rule, whatever its
home — because that is the question an unscoped "is there a rule about
this" is asking. `system_id` does not apply to rules.
"""
if project_id:
raw = await semantic_search_rules(uid, q, limit=limit, project_id=project_id)
else:
raw = await semantic_search_rules(uid, q, limit=limit, everywhere=True)
return {
"results": [
{
"id": rule.id,
"title": rule.title,
"statement": rule.statement,
"when_to_apply": rule.when_to_apply or "",
"why": rule.why or "",
"how_to_apply": rule.how_to_apply or "",
"verify_with": rule.verify_with or "",
"expires_when": rule.expires_when or "",
# Only on a rule that carries a check; its absence means the
# rule is a decision, not that nobody has looked.
**(
{"last_verified": rulebooks_svc.last_verified_label(rule)}
if rule.verify_with else {}
),
"topic_id": rule.topic_id,
"project_id": rule.project_id,
"similarity": float(score),
}
for score, rule in raw
],
"total": len(raw),
}
async def _search_milestones(uid: int, q: str, limit: int, project_id: int) -> dict:
"""Milestones by meaning — "is there already a plan for this?".
Its own result shape, like rules: a milestone is a plan with progress, not
a note with a body. The plan itself is left out — get_milestone reads it —
because a search hit is for recognising a plan, and bodies run long. What
does come along is `matched`: the one passage of the body the query
actually hit, with `matched_is` saying whether it is that passage or
merely the body's opening. Recognising a plan means recognising the part
of it you were asking about, and a description written at the start need
not mention that part.
Not part of content_type="all", whose results are note-shaped.
"""
report: dict = {}
raw = await semantic_search_milestones(
uid, q, project_id=project_id or None, limit=limit, report=report,
)
chunks = report.get("best_chunk") or {}
progress: dict[int, dict] = {}
if raw:
from grimoire.services import milestones as milestones_svc
for pid in {m.project_id for _s, m in raw}:
for row in await milestones_svc.get_project_milestone_summary(uid, pid):
progress[row["id"]] = row
return {
"results": [
{
"id": m.id,
"title": m.title,
"description": m.description or "",
# The plan body stays out — get_milestone reads it — but the
# passage that MATCHED comes along, because a plan is
# recognised by the part of it the query was about and a
# description need not mention that part at all.
**excerpt_fields(
m.body or "", chunks.get(int(m.id)), _EXCERPT_CHARS,
key="matched",
),
"status": m.status,
"project_id": m.project_id,
"total": progress.get(m.id, {}).get("total", 0),
"completed": progress.get(m.id, {}).get("completed", 0),
"similarity": float(score),
}
for score, m in raw
],
"total": len(raw),
}
async def _search_systems(uid: int, q: str, limit: int, project_id: int) -> dict:
"""Systems by meaning — "where does this belong?".
A System's `description` is a charter: several hundred words saying what
belongs in that area and what does not. `list_systems` enumerates them and
`system_id` filters by one; this is the search where a System is the
answer, so an agent asking where a record belongs need not read every
charter.
Its own result shape and its own search, not a `content_type` over notes,
because the question is different: "where does this belong?" is not "what
prior art is there?". A charter competing with the whole note corpus for
one top-k would also be outranked by the records filed under it, and the
right answer would be crowded out by its own contents.
The charter's `matched` passage comes along rather than the whole thing.
A charter is long and the paragraph that decides where a record belongs is
the one worth reading; the rest is get_system.
The id that comes back is the one `search(system_id=…)`,
`list_system_records` and every `system_ids` argument take — so the answer
to "where does this belong?" is directly usable as "show me what is there"
and as "file it here".
"""
report: dict = {}
raw = await semantic_search_systems(
uid, q, project_id=project_id or None, limit=limit, report=report,
)
chunks = report.get("best_chunk") or {}
return {
"results": [
{
"id": sys_.id,
"name": sys_.name,
**excerpt_fields(
sys_.description or "", chunks.get(int(sys_.id)),
_EXCERPT_CHARS, key="matched",
),
"project_id": sys_.project_id,
"similarity": float(score),
}
for score, sys_ in raw
],
"total": len(raw),
}
def result_excerpt(note, chunk: dict | None) -> dict:
"""The part of a record a caller judges "should I open this?" on.
The document's opening is the wrong span. The match is semantic and
per-chunk, and `semantic_search_notes` collapses to best-chunk-per-note, so
the passage that earned the hit is known. A record can rank first on its
sixth paragraph; previewing its first would show the caller the part the
search judged less relevant. When the span is cut, the result says so.
The choice of span lives in services/text.py, shared with the web's
knowledge search, so the two doors cannot drift on which text a reader is
shown or on whether they are told what it is.
"""
out = excerpt_fields(note.body or "", chunk, _EXCERPT_CHARS)
if out.get("excerpt_is") == MATCHED_PASSAGE and (chunk or {}).get("index") is not None:
out["chunk_index"] = int(chunk["index"])
return out
async def search(
q: str,
content_type: str = "all",
limit: int = 10,
project_id: int = 0,
system_id: int = 0,
) -> dict:
"""Semantic search over the user's existing notes and tasks — Grimoire's recall.
Reach for this BEFORE answering a question about the user's work or starting
a task: the user's second-brain almost always already holds related prior
art. Check for an existing ticket before opening a new one (search with
content_type='task'), and for prior notes/decisions before re-deriving them.
Treating Grimoire as the first place to look — not a place to only write — is
the difference between it being a trustworthy record and a write-only log.
Args:
q: search query string.
content_type: which kind of record to search. 'all' (default) spans
every note and task.
THE BROAD TWO: 'note' is any non-task record — it still includes
snippets, lessons and processes, so it means "knowledge, not work
items". 'task' is any task whatever its kind.
THE SPECIFIC KINDS, each narrowing to one: 'snippet' (recorded
prior art — reach for this BEFORE writing a helper, rather than
searching 'all' and reading past the issues), 'lesson' (a
transferable insight, the kind that exists to be recalled by
situation), 'process' (a stored procedure the operator saved),
'issue' (corrective work — "has this already been reported?"),
'spike' (a time-boxed investigation, whose output is an answer),
'work', and 'plan' (retired; the ~90 legacy plan-tasks).
An unrecognised value is REFUSED with the list of valid ones
rather than quietly returning nothing: an empty result set is a
claim that the corpus holds nothing, and a typo must not be able
to make that claim.
THREE KINDS WITH THEIR OWN SEARCH AND THEIR OWN RESULT SHAPE,
because each answers a question no note search can:
'rule' (the operator's standing instructions), 'milestone' ("is there already a
plan for this?"), and 'system' ("where does this belong?" — a
System's charter says what belongs in an area and what does not,
and the id it returns is the one `system_id` and `system_ids`
take).
Reach for 'rule' when you want to know whether a standing
instruction covers something: "is there a rule about release
tagging?". A hit carries the rule's `why` and `how_to_apply`,
which the session-start payload does not. With a project_id,
rules come back as the global rules plus that project's own;
with 0, every rule in the rulebook. Or 'milestone' (PLANS):
reach for it before start_planning to ask whether a plan for
this work already exists — a match is where new steps go
(create_records(milestone_id=…)), not a reason to open a second
milestone. Hits carry title, description, status and progress;
get_milestone reads the plan. Not included in 'all'.
limit: maximum number of results (1-50).
project_id: Scope results to one project. PASS THE ACTIVE PROJECT'S ID
whenever a project is in scope (the one you entered with
enter_project) — otherwise this searches across ALL projects and
bleeds unrelated work into the result set. 0 = search everything
(use only when you genuinely want a cross-project sweep).
A LESSON is the exception and arrives whatever the scope: the kind
records an insight that transfers, so it is reachable from a
project it was not written on.
system_id: Narrow to records tagged to one System (a named
subsystem/area — enter_project lists them). Use when investigating
a specific subsystem: it cuts the candidates to records someone
deliberately filed under that area. 0 = no system filter.
list_system_records gives the same slice unranked.
Returns:
{"results": [{"id", "title", "excerpt", "excerpt_is", "body_length",
"is_task", "tags", "similarity"}],
"total": int}
`excerpt` is a SPAN of the record, not the record. `excerpt_is` says
which span: "matched_passage" is the chunk that actually earned the
hit — the evidence the ranking was built on, and the right thing to
judge relevance from. "body_opening" is a fallback for a record with
no stored chunk, and is only the beginning of the text, which may say
nothing about why it matched. `body_length` is the whole record's
size, so a long record previewed by a short span is visible as one;
`read_full` appears when there is more, and opening the id by
get_note / get_task is how you get it. Judge from the passage, not
from the fact that a preview looked thin.
A result marked `shared: true` with an `owner` belongs to another user —
that person's suggestion, not the operator's own record or settled practice.
Weigh it on its merits and say whose it is when you use it.
"""
uid = current_user_id()
limit = max(1, min(limit, 50))
if content_type == "rule":
return await _search_rules(uid, q, limit, project_id)
if content_type == "milestone":
return await _search_milestones(uid, q, limit, project_id)
if content_type == "system":
return await _search_systems(uid, q, limit, project_id)
filters = content_type_filters(content_type, extra=_OWN_SEARCH)
is_task = filters.get("is_task")
t0 = time.perf_counter()
report: dict = {}
raw = await semantic_search_notes(
uid, q, limit=limit, **filters,
project_id=project_id or None,
system_id=system_id or None,
# A LESSON is reachable from any project. The kind
# exists to carry an insight to the next project, so a project filter
# that hid it would hide it precisely where it is worth having. Only
# the project filter widens — everything else about the scoping holds,
# and a caller narrowing by `content_type` still gets what it asked
# for. This is the explicit search, where the operator asked; the
# unasked-for arms decide their own budget separately.
include_global_kinds=True,
# An explicit search reaches everything the operator may read, including
# records shared with them one-to-one.
scope="read",
report=report,
)
record_retrieval(
user_id=uid, source="mcp_search", query=q,
threshold=DEFAULT_SIMILARITY_THRESHOLD, limit=limit,
project_id=project_id or None, is_task=is_task, results=raw,
duration_ms=(time.perf_counter() - t0) * 1000.0,
best_available=report.get("best_available_score"),
best_available_id=report.get("best_available_id"),
searched=bool(report.get("searched", True)),
)
owners = await owner_names_for(
{int(note.user_id) for _s, note in raw if note.user_id != uid}
)
chunks = report.get("best_chunk") or {}
return {
"results": [
{
"id": note.id,
"title": note.title,
**result_excerpt(note, chunks.get(int(note.id))),
"is_task": bool(note.is_task),
"tags": list(note.tags or []),
"similarity": float(score),
**(
{"shared": True, "owner": owners.get(int(note.user_id))}
if note.user_id != uid else {}
),
}
for score, note in raw
],
"total": len(raw),
}
async def retrieval_telemetry(
days: int = 30, near_miss_samples: int = 0,
) -> dict:
"""What the retrieval telemetry says about YOUR surfaces, over a window.
The read half of the tuning loop, whose write half is `tune_retrieval`.
Reach for it before moving any floor or budget, and read the records it
names rather than its percentiles alone: every percentile can say "lower
the bar" while each refused record is a false positive, so
`near_miss_samples=5` and opening the ids it returns is the step that
separates a real miss from a bar doing its job.
Five readouts, from the five tables built for them:
`sources` — per retrieval surface (`auto_inject`, `write_path`,
`mcp_search`, …), from `retrieval_logs`: `calls`, `zero_result_calls`,
`near_misses`, the `top_score` spread (p10/p50/p90/min/max),
`avg_result_count` and `p90_duration_ms`.
THE NUMBER TO READ FIRST IS `near_misses.p90`, AGAINST THE THRESHOLD IN
FORCE FOR THAT SURFACE. It is measured on the calls the BAR turned away —
zero-result calls, minus the ones whose zero was a repeat the reader had
already been shown — using the best score the ranker reached before the bar
rejected it. So it is the one figure here that says something the bar
cannot make true by construction, and `max` is always below the threshold:
an above-bar candidate nobody excluded would have been returned. A bar at 0.72 turning away a stream of 0.71s is set too
high by a hair and the surface is losing hits it should have had. The same
bar turning away 0.30s is working, and the corpus simply had nothing. Both
render as a zero-result call, and nothing else in this readout tells them
apart.
`near_miss_samples` (0-20, default 0) TURNS THE PERCENTILES INTO RECORDS
YOU CAN READ. Each source then carries `near_miss_records`: its highest
scoring declines, each with the `record_id` the bar refused and the `query`
that asked. Reach for it whenever you are about to move a threshold.
THE PERCENTILE CANNOT SETTLE A BAR ON ITS OWN, and this is the whole reason
the parameter exists. `near_misses.p90` says mass is sitting just under the
line; it says nothing about whether that mass is RELEVANT, and those are
different questions. Lowering a bar to where the mass is, without reading
what is there, is choosing a firing rate rather than a quality. Pull-through
cannot referee it either — the injected rule line already carries title and
trigger, so a session can comply without ever calling `get_rule`, which
makes rule pull-through understate usefulness by construction. Reading the
rejected records is the method that actually answers it.
Off by default because it is a LISTING, not a statistic: it is for the
moment you are making a decision, not for every readout.
`near_misses` is `null` when no declining call in the window measured it —
older rows may not carry the measurement. That is "not measured", not
"nothing came close"; a 0.0 there would be a claim about the corpus
invented out of a caller's silence.
A search that returns nothing WITHOUT having run — an empty query, an
unavailable embedder, a failed database query — writes no row: a row would
report a call that never happened and drag the clear rate down with
phantom declines. So a null is "searched, and nothing came close", and a
broken search shows up as a WARNING in the application log rather than as
a quiet zero in here.
There is no "cleared the threshold" count, because it would be a
tautology: the search applies the bar before returning, so every returned
result cleared it, and that count would always equal
`calls - zero_result_calls`.
CHECK `suppression` BEFORE CONCLUDING ANYTHING FROM `zero_result_calls`. A
zero-result call is two different events wearing one number: the ranker
found nothing above the bar, or it found only what this session had already
been shown. Just the first is evidence about the bar. `suppression` splits
them where the surface can tell — `zero_because_already_shown` comes off
`zero_result_calls` to leave the true ranker declines.
`suppression` is `null` when NO row in the window reported it, and that is
"not measured here", NOT "none suppressed". Surfaces that pass their
exclusions into the search never see what was dropped, so they cannot say.
Read a null as "unknown", never as a zero: an artifact read as a
measurement mis-scopes the surface.
`usage` — NOTES ONLY, from `note_usage_events`, at the per-note grain
`retrieval_logs` cannot be indexed at: `surfaced` (ranked surfacings — a
scored surface CHOSE the record), `ambient` (the rest), `pulled` split into
`pulled_by_agent` / `pulled_by_human`, the distinct-note counts, and
`pull_through`. That ratio is the corpus-side precision signal: records
surfaced often and opened never are dead weight competing for the injection
budget every turn.
`pull_through` is AGENT pulls over RANKED surfacings, and both halves of
that matter. "Is this record dead weight?" is answered by any pull; "was
that injected line useful?" — the question a threshold or a reranker is
tuned against — only by a pull the agent made. Aggregating across the
mcp_/rest_ prefix would silently answer the wrong one.
`usage["by_source"]` — THE number to tune a threshold against, because the
top-level `pull_through` is a corpus average and averages the surfaces
together. Per surface: `notes_surfaced`, `notes_pulled`, `pull_through`,
and `ambient: true` on surfaces whose surfacings were not scored choices
(their ratio is null — "surfaced often, opened never" is not a judgment
about a record nothing chose). Read it as: of the distinct notes THIS
surface put in front of the agent, how many did the agent then open?
It is an UPPER BOUND per surface: a pull records the door it came
through, not the surface that led there, so a note surfaced by two surfaces
and opened once counts for both — attribution would need a session
identity the logs do not carry. `by_source_failed: true` means that one
query failed while the rest of the readout stood.
`rule_usage` — the same question for RULES, from `rule_usage_events`:
`surfaced` and `ambient`, `pulled` split into `pulled_by_agent` /
`pulled_by_human`, the distinct-rule counts, and `pull_through` on the same
definition (agent pulls over RANKED surfacings).
`applied`, `departed` AND `distinct_rules_acted` ARE WHAT HAPPENED AFTER
THE RULE WAS OPENED. A pull says the rule was read; these say it
changed something. `applied` counts rules followed, `departed` rules
deliberately not followed — kept apart rather than summed, because a
departure carries the reason the agent gave and is evidence about the
RULE, while an application is evidence about the agent. There is
deliberately no count of rules read and quietly ignored: that state is what
is left over when a rule was pulled and neither outcome arrived, and
`read_and_unacted` below is where it is reported. Asking an agent to
declare it would be asking it to notice an omission it is defined by not
noticing.
A SEPARATE BLOCK, not folded into `usage`, and reading it as one number
with that is the mistake to avoid. The corpora differ by orders of
magnitude — a few dozen eligible rules against thousands of notes — so a
blended ratio would be the note ratio with noise on it and would hide the
rule arm entirely.
`surfaced` VS `ambient` IS THE READING THAT MATTERS HERE. `surfaced` counts
rules a ranker chose — today only the write-path arm — and those are claims
a pull can settle. `ambient` counts BULK DELIVERIES: the `rules_payload`
surfaces (`enter_project`, `get_project`, `get_milestone`,
`start_planning`, `get_task`), which hand over the whole applicable set at
once with nobody choosing anything. A large `ambient` says a bulk set
is big and arrives often — never that it is useful, and never that it is
read.
`pull_through` therefore divides by `surfaced` alone. Fold the preload in
and growing a bulk set would depress the arm's measured precision while
trimming it would flatter it, for reasons having nothing to do with the
arm. To judge a BULK surface instead, compare `ambient` against pulls of
those same rules over time: a set surfaced thousands of times and opened
never is the dead-weight signal, one level up.
Read it against `sources["write_path_rule"]`, which declines the large
majority of its calls like any other surface.
`system_usage` — the RULINGS arm, from `system_usage_events`: how
often an area's rulings were shown because a command (`rulings_pre_tool`)
or an edit (`rulings_write_path`) touched its files, how often a System
was then opened (`mcp_get_system`), and `by_system` naming the areas, most
shown first. A lookup, not a ranker, so it has no row in `sources` and no
floor to tune. And NO `pull_through`, on purpose: the rulings travel in
full in the line, so a session reads them without opening anything, and
a ratio of opens would read near zero on an arm that is working.
`system_usage_failed: true` means its read broke and the zeros mean nothing.
`judged` — whether the lines RELATED, from `retrieval_judgments`:
per source, a reviewer's verdicts (`on_point` / `adjacent` / `unrelated`)
on a sample of logged menus, `within_budget` against `beyond_budget` and
`by_rank`. Every usage block above counts what the reader DID; a line
carries its matched passage, so "not opened" is no verdict on relevance,
and this is the block that holds one. `on_point_unopened` counts lines
that related and were left closed. Read it before moving a budget: if the
ranks past the cut are mostly `on_point`, the budget is costing hits; if
they are mostly `unrelated`, it is doing its job. Empty until someone
reviews — `menus_to_review` and `judge_menu` fill it. A sample is small by
nature, so the counts are printed, not rates. `judged_failed: true` means
the read broke.
EVERY COUNTER BLOCK CARRIES ITS OWN COVERAGE — `complete_from` and
`covers_window`. `complete_from` is when the number became trustworthy:
for one source, its first recorded row; for a section that sums several,
the LATEST of theirs, because a total is complete only once every
contributor was being written. `covers_window: false` means the window
reaches back further than the recording does, so the count is a fraction
of the period it appears to describe.
READ IT BEFORE COMPARING TWO NUMBERS, and especially before comparing
across a deploy. A counter added last week, read over a 30-day window,
reports a real count against an imagined denominator — and the result is
a plausible fraction rather than an obvious zero, which is what makes it
dangerous.
`covers_window` is null, never false, when nothing was ever recorded:
"no measurement" is not "partial measurement", the same distinction
`suppression`'s null carries a few paragraphs up.
A SOURCE SHOWING `calls: 0` WAS RECORDING AND MADE NO CALLS. `sources`
lists every source the table has ever held, not only those active in the
window, so a surface that stopped firing stays visible rather than
disappearing — being absent is reserved for a source that has never
recorded at all. Its score fields are null, not zero: the calls are a
real observation, the distribution is not one.
`rule_usage_failed: true` means that read failed while the rest of the
readout stood. The counts are still present so a caller can render, but
they are zeros meaning "could not find out", not "nothing happened" — do
not report a pull-through from a block carrying that flag.
`warnings` IS THE PART TO READ FIRST. Everything above is a
distribution; this is a verdict, the checks a careful reader would
otherwise redo by hand on every reading. An EMPTY LIST means checked and clean — it is always present, so
its emptiness is an answer rather than a gap. Each entry carries the
numbers that triggered it, so you can disagree with the rule instead of
having to redo the arithmetic:
- `cannot_decline` — an arm that fires unasked answered every one of its
calls. It cannot say nothing, which means it is not applying a floor.
Only ever raised for unbidden arms known to log unconditionally: a
search returning a list every time is doing its job, and an arm whose
zeros were never written would flag a LOGGING bug while pointing you at
a threshold.
- `band_hugs_floor` — the weakest tenth of what an arm returns sits on
its floor. The bar is doing the selecting and the score is not, so
moving that floor changes how MUCH you get, not how good it is.
- `floor_moved_mid_window` — that arm's floor CHANGED inside the window,
by a release or by a dial turn, so its calls were made under two bars
and the band check above is suspended for it rather than answered
wrongly. Ask again with a `days` starting after the named date. The
warning replaces `band_hugs_floor` for that arm; it never accompanies
it.
- `no_duration` — rows written without timings. A logging gap, not a slow
arm, and it devalues every other number from that source.
- `surfaced_never_pulled` — distinct records shown and never opened, per
corpus. Not a verdict on them: a line carries its matched passage, so
an unopened record may have been unrelated, enough as shown, or already
in context. Judge a sample (`menus_to_review`) before acting on it.
For RULES there is no judged sample: a rule set aside again and again
is a trigger to fix (`update_rule(when_to_apply=...)`), not a floor.
- `read_and_unacted` — distinct rules OPENED in the window that recorded
no outcome, against the ones that did. The worse sibling of `surfaced_never_pulled` above: a
rule nobody opens is cheap, while a rule read and silently unchanged is
indistinguishable from one that worked. It does not say which of the two
causes it is — a rule mis-triggering, arriving where it does not apply,
or a rule being ignored — and those want opposite fixes, so read the
rules before moving anything.
- `outcomes_never_recorded` — rules were opened and NOT ONE outcome exists
anywhere in the window. Deliberately a separate code, and not a
`read_and_unacted` with a zero in it: a window with no outcomes at all
cannot tell "every rule was ignored" from "nothing on this install calls
`rule_outcome` yet", and reporting the first would manufacture a finding
out of an unwired feature. Wire the outcome call before reading this as
a fact about the corpus.
- `unregistered_source` — rows under a source missing from
`retrieval_registry`. Its numbers are real; no verdict could be
computed, because nothing says whether it was asked or fired unbidden.
`silent_surfaces` IS THE HALF THE ROWS CANNOT SHOW YOU. Every check above
reads rows, so an arm that produced none is invisible to all of them and
looks exactly like an arm that does not exist. This list is driven by the
declared registry instead: points expected to emit that emitted nothing.
Points that are legitimately quiet — the web-UI-only sources on an install
driven through MCP — are excluded by declaration rather than by silence,
so a justified quiet never reads as a gap. The list stays EMPTY on a
window with little traffic: on a fresh install every point is silent, and
reporting all of them would be describing the emptiness.
WARNINGS ARE COMPUTED OVER THE BLOCKS ABOVE, not over a second query, so
one can never disagree with the numbers printed beside it. A window whose
read failed produces none at all — a verdict over rows that did not load
would describe the outage while appearing to describe the system.
Two thresholds govern them, both settings so an install driven harder can
say so: `retrieval_warn_min_calls` (default 30) is how much traffic a
source needs before its silence means anything, and
`retrieval_warn_floor_epsilon` (default 0.02) is how close to the bar
counts as piled on it.
Scoped to your own telemetry — a retrieval log records what your agent
asked for, query text included, and is not a shared record kind.
`read_failed: true` means the query itself failed — deliberately distinct
from an empty window, which would otherwise read as every counter at
zero.
Args:
days: window size, default 30. Clamped to at least 1.
near_miss_samples: 0-20, default 0. How many of each source's highest
scoring DECLINES to list by record, with the query that asked.
Pass it when you are about to move a threshold; leave it off
otherwise. See the near-miss section above for why a percentile
alone cannot settle a bar.
"""
return await retrieval_summary(
current_user_id(), days=days, near_miss_samples=near_miss_samples,
)
def register(mcp) -> None:
mcp.tool(name="search")(search)
mcp.tool(name="retrieval_telemetry")(retrieval_telemetry)
src/grimoire/mcp/tools/shapes.py
+407
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@@ -0,0 +1,407 @@
"""Shape-ledger MCP tools — the classification write/read surface.
The accounting model: the snippet library records CANON (small);
the ledger accounts for EVERY extracted shape (total). These tools are how
agents move shapes out of `unclassified` — the todo state — and how they read
what still needs judgment. The ledger rows themselves are fed by the coverage
refresh; a judgment given with `repo` may also land on a shape written this
turn that the sync has not seen yet.
"""
from __future__ import annotations
from grimoire.mcp._context import current_user_id
from grimoire.services import coverage as coverage_svc
from grimoire.services import shape_ledger as shape_ledger_svc
async def classify_shapes(
project_id: int, classifications: list[dict], via: str = "agent", repo: str = ""
) -> dict:
"""Record judgments for a project's code shapes — in batch, as rows.
EVERY shape in a bound repo should end up classified:
- `instance` of snippet N — it conforms to recorded canon (family-level
canon in another project counts; that fully accounts for the shape).
- `variant` of snippet N — a deliberate, named departure. `reason`
(the why) is REQUIRED; it is the record.
- `exempt` — judged genuinely one-off. `reason` REQUIRED.
- `canonical` of snippet N — this row IS the snippet's reference
(rarely set by hand; the coverage sync stamps these mechanically).
- `unclassified` — withdraw a judgment; the shape rejoins the todo.
Consumer maps belong HERE, not in prose: when an audit enumerates call
sites of a canonical helper, each call site's defining shape is an
`instance` row — a sentence in a verification detail cannot be sorted,
queried, or diffed.
Args:
project_id: The project whose ledger is being judged.
classifications: Objects of {path, symbol, status, kind?, snippet_id?,
idea_id?, reason?, reason_code?}. path+symbol name the shape exactly as
list_shapes shows it; kind ("sym"/"css") narrows when one file
defines both. snippet_id is required for canonical/instance/
variant — or idea_id, a family idea: the shape is then judged
against that idea's reference implementation in the shape's
language, or its first reference when none is in that language
(an idea is shared across languages: a Python shape can be an
instance of an idea whose reference is Go). reason is required
for variant/exempt. reason_code is
an OPTIONAL index beside the prose (one of: scoped-css,
one-off-handler, test-helper, convention-plumbing, pure-helper,
generated, script, typed-record) so the ledger can be filtered
and aggregated by kind of one-off — the prose stays the record.
uses is an OPTIONAL list of snippet ids this shape CALLS:
conformance (status + snippet_id) says what shape it is, uses
says which canonical helpers it consumes — a service function
can be an instance of the service-function convention AND use
hash_token. Consumer maps are uses edges; list_shapes(uses=N)
and get_snippet's `uses` read them.
via: Who is judging — "agent" (default), "audit" (a sweep), or
"import" (carrying maps recorded elsewhere).
repo: The repo the shapes live in (its remote URL or bound key), for
judging what you wrote THIS turn — shapes the ledger has not
synced yet. With it, a shape no row matches is recorded as a
provisional row under that repo and judged; the next sync
confirms it. Must be bound to the project. Omit it to judge only
synced rows.
FAMILY CANON FOLLOWS. A shape judged against a canon family idea's
reference IS the project's answer to that idea: an instance answers it
`adopted`, a variant `variant` (with the shape's reason), and
withdrawing the shapes that gave an answer returns it to `unassessed`.
The adoption ledger is moved for you — `family` in the result lists the
answers that moved — and assess_family_adoption refuses an answer the
shapes contradict. The family-canon skill has when to answer an idea.
All-or-nothing: a structural error, a missing snippet target, an unbound
repo, or no write access applies NOTHING. Returns {"classified": N,
"unmatched": [...], "provisional": N?, "family": [...]?} — unmatched names
shapes no live ledger row matches (the tree may have moved since you
listed; pass `repo` for a shape you just wrote, or re-run the project's
coverage refresh).
"""
uid = current_user_id()
return await shape_ledger_svc.classify_shapes(
uid, project_id, classifications, via=via, repo=repo
)
async def list_shapes(
project_id: int,
status: str = "",
path: str = "",
snippet_id: int = 0,
include_vanished: bool = False,
limit: int = 100,
offset: int = 0,
proposal: str = "",
flag: str = "",
compact: bool = False,
uses: int = 0,
) -> dict:
"""Read a project's shape ledger — `status="unclassified"` IS the todo.
Every extracted definition in the project's bound repos has a row here
(fed by the coverage refresh). Filters compose:
Args:
status: canonical | instance | variant | exempt | scoped | unclassified.
`scoped` is the sync's mechanical stamp on one-offs by
construction (a Vue component's scoped <style> rules and its
<script setup> functions): accounted for, not judged, still
proposed against / grouped / flagged, and overridable by any
classify_shapes judgment. The human todo is `unclassified`.
path: exact file, or a directory — matches everything beneath it
(the coverage line's "largest" dirs go straight in here).
snippet_id: rows classified against this snippet (instance/variant
of it — conformance).
uses: rows that CALL this snippet — the consumer map proper,
whatever shape each row is itself; edges come from judgments
(classify_shapes uses=), the write-path hook, and the proposer's
by-name reference hits.
include_vanished: include shapes no longer in the tree (history).
limit/offset: page through big ledgers (limit caps at 500).
compact: rows as `path · symbol · kind · status · signature` plus
snippet_id / by / proposal / diverges_from / recheck only when
set — no commits, shas or timestamps. THE form for an audit:
a full 500-row page fits the tool budget. The default rows carry
everything (shape_history-grade bookkeeping).
proposal: the proposer's queue — "any", "canon" (rows the
machine thinks are an instance of a snippet: `proposal` carries
snippet_id, basis, score), "derive" (rows that repeat with NO
canon: `proposal.group` names the family), or one basis
(symbol/text/reference/signature/semantic/family). "family" is
a canon family idea's reference — another project's, often
another language's — that the body means: the top match over
every snippet you can read, on a platform the project shares.
flag: the divergence readout — "divergence": shapes new
since the previous refresh in a directory where one canon
dominates the judged siblings and NOT proposed as that canon
(`diverges_from` names it: button B where button A is canon —
classify it: instance if it should use the canon, variant with
the why if deliberate); "recheck": judged instances/variants
whose body changed since judged (the judgment stands; confirm
it again with classify_shapes, or re-judge); "unused-css":
live css rules no file's markup names — a
deletion candidate to look at, never auto-deleted. Transition
classes and concatenated names are read, so the list is
worth acting on; a name assembled in a script still is not.
Returns {"shapes": [...], "total": N} — total counts every match, not
just this page. Every css row carries `used_by` {count, paths} — the
files whose markup names its class (the CSS consumer
map: a scoped rule is used by its own template; a shared recipe by
many; a count of 0 is "no template names it"). Each row's
`classified_by` says who judged: agent /
audit / import are judgments; `mechanical` is the canonical stamp the
sync applies; `hook` is write-path EVIDENCE — the session pulled
a snippet and then wrote code referencing/resembling it, so the shape
was stamped an instance with the evidence in `reason`. A hook row is
overridable by any classify_shapes call; it never overrides yours.
THE FAST PATH through a big todo is the proposer's queue: every coverage
refresh matches unclassified shapes against canon (strongest basis
first: same symbol elsewhere → textual containment → body references
the canon → signature resemblance → semantic, and a family idea's
reference in any language) and attaches a
`proposal` to each row it can speak for. Review `proposal="canon"` by
snippet or directory, then confirm_shape_proposals the ones that hold —
hundreds at a time — and classify_shapes the rest (variant/exempt, or
instance of a different snippet). `proposal="derive"` lists the
derive-first candidates: a repeating shape with NO recorded canon is
never N loose classifications — consolidate onto a reference,
create_snippet it, then classify the group against it.
"""
uid = current_user_id()
rows, total = await shape_ledger_svc.list_project_shapes(
uid, project_id,
status=status, path=path, snippet_id=snippet_id,
include_vanished=include_vanished, limit=limit, offset=offset,
proposal=proposal, flag=flag, uses=uses,
)
shapes = [r.to_compact() if compact else r.to_dict() for r in rows]
used_by = await shape_ledger_svc.used_by_map(rows)
for row, out in zip(rows, shapes):
if row.id in used_by:
out["used_by"] = used_by[row.id]
return {"shapes": shapes, "total": total}
async def classify_shapes_by_rule(
project_id: int,
path: str,
status: str,
pattern: str = "",
kind: str = "",
snippet_id: int = 0,
reason: str = "",
via: str = "agent",
include_judged: bool = False,
reason_code: str = "",
uses: list[int] | None = None,
) -> dict:
"""The sweep form of classify_shapes: ONE judgment applied to every
unclassified shape under a directory whose symbol matches a glob.
For the long tail an audit judges by family, not by row — "every scoped
rule under frontend/src/views is exempt: styles one element of its view",
"every `*_scheduler.py` symbol is an instance of ScheduledJob" — where
listing 900 rows and sending them back is the whole cost. The row form
stays the precise tool; reach for it when each row gets its own reason.
Args:
project_id: The project whose ledger is being judged.
path: A file, or a directory and everything beneath it. Required —
a sweep names what it judges.
status: instance | variant | exempt | unclassified (canonical is the
sync's stamp, not a sweep's).
pattern: Shell glob on the symbol (`*_rows`, `_*`, `modal-*`, `*`);
"" = every symbol under path.
kind: "sym" or "css" to narrow; "" = both.
snippet_id: Required for instance/variant — the canon judged against.
reason: Required for variant/exempt — the why, recorded on every row.
via: "agent" (default) | "audit" | "import".
reason_code: Optional catalogue code beside the reason (see
classify_shapes) — a sweep is exactly where one applies.
uses: Optional snippet ids every matched shape CALLS — e.g.
"every *_scheduler.py symbol uses ScheduledJob".
include_judged: By default only unjudged rows are touched —
`unclassified` and the sync's mechanical `scoped` stamp — a
sweep never silently overwrites a judgment. True re-judges every
matching live row (use to re-confirm after a recheck, or to
revise a family you judged earlier).
One transaction: applies whole or not at all. Returns
{"classified": N, "sample": ["path::symbol", ...], "family": [...]?}
(sample: first 12, sorted) so you can see what the rule reached; N = 0
means the rule matched nothing live and unclassified — widen the pattern
or refresh coverage. As with classify_shapes, a family idea's reference
judged here moves the project's answer to that idea (`family`).
"""
uid = current_user_id()
try:
return await shape_ledger_svc.classify_shapes_where(
uid, project_id, path=path, status=status, pattern=pattern,
kind=kind, snippet_id=snippet_id or None, reason=reason or None,
via=via, include_judged=include_judged,
reason_code=reason_code or None, uses=uses or None,
)
except ValueError as exc:
return {"error": str(exc)}
async def shape_history(
project_id: int, path: str, symbol: str = "", limit: int = 200
) -> dict:
"""What was used here, when, and why — a shape's (or a directory's)
history from the ledger.
`shapes` are the current rows at `path` (a file, or a directory and
everything beneath it; `symbol` narrows to one definition) with
first/last-seen commits, vanished_at, and the standing judgment;
`events` are the state changes, oldest first: `classified` (status,
snippet_id, who, why — one per judgment, so a shape that was an instance
of #N and later a variant of #M shows both), `vanished`, `reappeared`,
`drifted` (the body moved under a judgment; see list_shapes flag=
"recheck"). Each event carries the commit the tree was read at.
Read it as a timeline: "instance of #N from <first classified at>,
re-judged variant of #M at <at> because <reason>, vanished at <commit>".
Read-only; requires read access to the project.
"""
uid = current_user_id()
return await shape_ledger_svc.shape_history(
uid, project_id, path, symbol=symbol, limit=limit
)
async def stamps_to_review(project_id: int, top: int = 10) -> dict:
"""Judged rows whose evidence no longer meets the ledger's bar, and canons
whose own rows no longer agree what they are. **Read-only — you decide.**
This tool deliberately cannot fix anything. Every row it lists was written
unattended by the write-path hook on a similarity score, and what made
that harmful was not one bad score but a machine recording a permanent
classification with nobody reading it. Un-asserting them automatically
would be the same mistake with a wider blast radius. So: read the
evidence, judge, and record the judgment yourself with `classify_shapes`
— under your own name, with a reason.
`weak` — rows the hook stamped on a resemblance below the current floor
(`floor` in the response). The floor arrived after they did, and a guard
at the point of classification never undoes what is already stored. Rows
an agent or an audit judged are NOT listed at any age: a judgment is not
weak evidence, it is a different kind of evidence. Each row carries its
score, signature and derived form so you can judge rather than trust the
threshold.
`incoherent` — canons whose membership no longer agrees what the canon
is. A canon asserts that some shapes are the same sort of thing; when its
members are a class, three getters and a dozen tests, that assertion has
stopped being true and every base-rate reading built on it — the
divergence prompt included — is reading noise.
Disagreement is judged by FAMILY (a sync helper and an async one are one
family), and a method defined beside a member class counts as part of the
shape rather than against it — so a model convention that covers both the
class and its `to_dict` reads as coherent, which it is. Each
entry carries `families` and `forms`, the majority `family`, `attached`
(minority rows excused as methods of a member), `strangers` — THE ROWS
THAT DO NOT FIT, which is what you judge — and `unattended` / `weak_rows`,
the count written by the hook with nobody reading. An incoherence whose
rows are all judged is likelier this check being strict than a bad
ledger; one made of unattended rows is the real thing.
A row listed here is a question, not a verdict. Some will be correct.
Read-only; requires read access to the project.
"""
uid = current_user_id()
rows = await shape_ledger_svc.live_rows_for(uid, project_id)
return shape_ledger_svc.stamps_to_review(rows, top=top)
async def confirm_shape_proposals(
project_id: int,
snippet_id: int = 0,
path: str = "",
basis: str = "",
min_score: float = 0.0,
) -> dict:
"""Confirm the proposer's canon proposals you have reviewed, in batch.
The machine proposes, judgment classifies: each matching row —
live, unclassified, carrying a `proposal` with a snippet_id — becomes
`instance` of that snippet, classified_by="agent", reason naming the
basis and score. Narrow to what you actually looked at: at least one of
snippet_id (confirm one canon's whole queue after reading its
`list_shapes(proposal="canon", ...)` page), path (a directory you
audited), or basis (e.g. "symbol" and "reference" are near-certain;
"semantic" and "family" deserve a look first) is required — a bare
confirm-all is not a judgment. min_score trims a basis's tail.
Proposals you do NOT confirm are judged with classify_shapes (variant,
exempt, or instance of a different snippet) — any judgment retires the
proposal. A confirmed family reference answers that idea `adopted` in
the project (`family` lists the answers that moved). Requires write
access. Returns {"confirmed": N, "family": [...]?}.
"""
uid = current_user_id()
try:
return await shape_ledger_svc.confirm_proposals(
uid, project_id, snippet_id=snippet_id, path=path, basis=basis,
min_score=min_score,
)
except ValueError as exc:
return {"error": str(exc)}
async def refresh_pattern_coverage(project_id: int) -> dict:
"""Seed or refresh the project's shape ledger NOW, and return the readout.
The synchronous form of the arrival-moment background seed:
downloads the bound repos through the OWNER's forge connections, upserts
every extracted shape into the ledger (new shapes arrive `unclassified`),
re-stamps snippet reference locations as canonical, and recomputes the
accounting. Reach for it when the ledger must be current before you act —
a classification batch about to run, a coverage question asked directly —
rather than waiting on the background seed an enter_project triggers.
Takes seconds, not milliseconds (it moves repo archives). Requires write
access to the project. Errors name the fix: no forge connection → the
owner adds one (Settings → Integrations → Git Forges); no served repo →
bind_repo on a host a connection serves.
The refresh is also when the mechanical proposer runs: with the
repo bodies in hand it matches every changed unclassified shape against
canon and records proposals (see list_shapes proposal=), then regroups
the derive-first candidates. Semantic matching is capped per refresh, so
a large ledger's queue grows across refreshes rather than in one.
Returns the accounting payload — total, accounted, counts by status,
unclassified, repos, largest_gaps, `proposed` (canon proposals awaiting
confirmation), `derive_groups` (the biggest repeats-with-no-canon
families, each css one with `consumers` — the files whose markup
render it), `unused_css` (css rules no template names —
counting a `<Transition name=>`'s generated classes and concatenated
names as named; None where the map has no evidence of templates), `derive_new` (copies
that joined a family since the previous
refresh — the drift to act on now: derive the canon, don't queue an
audit), `proposer` (what this refresh examined) — plus
`pattern_coverage`, the same one-line summary enter_project carries.
"""
uid = current_user_id()
coverage = await coverage_svc.refresh_for_caller(uid, project_id)
return {
"pattern_coverage": coverage_svc.coverage_line(coverage),
**coverage,
}
def register(mcp) -> None:
for fn in (
classify_shapes, classify_shapes_by_rule, list_shapes,
refresh_pattern_coverage, confirm_shape_proposals, shape_history,
stamps_to_review,
):
mcp.tool(name=fn.__name__)(fn)
src/grimoire/mcp/tools/snippets.py
+607
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@@ -0,0 +1,607 @@
"""Snippet MCP tools: record reusable functions/components for later recall.
A snippet is a Note with note_type='snippet' (see services/snippets.py). Because
snippets are ordinary embedded notes, once recorded they surface through the same
semantic search + title-first auto-inject as everything else — so a reusable
thing recorded once can be recalled before it's re-written as a one-off.
The tools wrap services/snippets.py, mirroring the note/process tools (dedup gate
on create, System association passthrough).
"""
from __future__ import annotations
from grimoire.mcp._context import current_user_id
from grimoire.mcp.tools import systems as systems_tools
from grimoire.services import access as access_svc
from grimoire.services import dedup as dedup_svc
from grimoire.services import family as family_svc
from grimoire.services import snippets as snippets_svc
from grimoire.services.note_usage import attach_usage, record_pulled
from grimoire.services import systems as systems_svc
from grimoire.services import moment_delivery
async def list_snippets(
q: str = "", tag: str = "", limit: int = 50, offset: int = 0,
project_id: int = 0,
repo: str = "", path: str = "", symbol: str = "", verification: str = "",
) -> dict:
"""List recorded snippets — the project's pattern library.
Search here BEFORE building any shape (a component, control, route
handler, service class, helper, scaffold): a recorded shape is the
starting point for every later instance, and building without checking is
how the same button ends up defined four diverging ways.
Two ways to ask, usable together: by MEANING (`q` — "what do I need this code
to do?") and by PLACE (`repo`/`path`/`symbol` — "what canonical helpers
already live in the file I'm about to edit?"). Reach for the place form
before you write or change code in a file: it is the cheap way to find prior
art you'd otherwise duplicate a few lines down.
Args:
q: Free-text search across name + body (optional). Matches on meaning as
well as wording, so describe what you need the code to DO.
tag: Filter to a single tag, e.g. a language like "python" (optional).
limit: Max results (1-100).
offset: Skip this many before returning — page through a corpus
larger than one call. `total` is the unpaged count, so
offset+limit against it says whether more remains.
project_id: Narrow to one project. 0 (default) searches every project —
usually what you want, since a helper you need here may well have
been written somewhere else.
repo: Narrow to snippets recorded in this repo, matched exactly — the
same repo string used when recording, e.g. "Grimoire".
path: Narrow to snippets recorded at this path. Matches the exact file
OR anything beneath it, so "frontend/src" finds
"frontend/src/lib/x.ts" as well as itself.
symbol: Narrow to snippets recorded under this symbol name, exactly.
verification: Narrow on the drift check (see verify_snippet).
"attention" is the one to reach for — everything whose recorded
location or code no longer checks out, plus everything whose verdict
expired because the snippet was edited after it was checked. Also
accepts "ok", "unverified", "drifted", or a specific failure:
"missing", "moved", "changed".
`repo`/`path`/`symbol` must all match the SAME recorded location, so a
snippet that lives in repo A and, separately, at path B in another repo is
not returned for repo=A + path=B.
Returns {"snippets": [{id, title, when_to_use, tags, preview, usage}],
"total": int}. The title is the snippet's name and `when_to_use` says when
to reach for it; open one in full with get_snippet(id).
`usage` is {surfaced_count, pull_count, last_surfaced_at, last_pulled_at}:
how often the entry has been put in front of an agent versus actually
opened. Treat a high surfaced_count with a zero pull_count as a prompt to
fix the record — usually its "when to reach for it" doesn't say when — or to
delete it. Such an entry is not harmless: it takes a slot in every future
auto-inject menu and crowds out something useful.
An entry marked `shared: true` with an `owner` belongs to someone else — one
person's suggestion, not settled practice here. Weigh it on its merits and
attribute it when you use it. Searching (passing `q`) also reaches snippets
shared directly with the operator; browsing without a query deliberately
does not, so those stay out of ambient results until asked for.
"""
uid = current_user_id()
items, total = await snippets_svc.list_snippets(
uid, q=q or None, tag=tag, limit=max(1, min(limit, 100)),
offset=max(0, offset),
project_id=project_id or None,
repo=repo, path=path, symbol=symbol, verification=verification,
)
labeled = await access_svc.label_shared_items(uid, items)
await attach_usage(labeled)
return {"snippets": labeled, "total": total}
async def create_snippet(
name: str,
code: str,
language: str = "",
signature: str = "",
when_to_use: str = "",
repo: str = "",
path: str = "",
symbol: str = "",
locations: list[dict] | None = None,
tags: list[str] | None = None,
project_id: int = 0,
system_ids: list[int] | None = None,
force: bool = False,
commit_sha: str = "",
notes: str = "",
) -> dict:
"""Record a shape in the project's pattern library, so every later
instance starts from it instead of re-deriving it.
IS THE SHAPE THE POINT, OR THE ADVICE? A snippet is code with a LOCATION —
that is what lets it surface from the file someone is about to edit. If
what wants recording is a standing instruction about how to work, it is a
rule (create_rule); a procedure followed start to finish is a process
(create_process); what you LEARNED rather than what to copy is a note
(create_note).
Reach for this the FIRST time any shape is built — a component, a control,
a route handler, a service class, a helper, a test scaffold — not only
when something is judged "reusable": the builder of the first instance
can't know what will recur, and a missed record is invisible until it
resurfaces as an uninformed duplicate. Over-recording is safe (dead weight
shows in the usage counters and can be pruned); under-recording has no
signal. A deliberate departure from a recorded shape is recorded as its
own named variant, not left as drift. Before building, search first — the
shape may already be recorded.
Args:
name: Short name of the function/component, e.g. "useDebouncedRef".
code: The code itself (required).
language: Language/format, e.g. "python", "vue", "sql". Becomes a tag and
the code-fence language.
signature: One-line signature/interface, e.g. "debounce(fn, ms) -> fn".
when_to_use: The situation to reach for it in — a sentence or two, e.g.
"Debouncing a reactive input before it triggers a fetch." This is
what the snippet is RANKED on: it is joined onto the name in every
vector the snippet is embedded as, so each extra paragraph blurs the
one situation it should surface for. Several distinct situations
are fine; the explanation is not — that goes in `notes`.
notes: Everything worth saying that is not the situation: why it is
shaped this way, what it replaced, caveats, history. Stored after
the code under its own heading and shown with the snippet. When a
later session learns something about the snippet, it goes here.
repo/path/symbol: Canonical location of the reference implementation.
locations: Several locations at once, as [{"repo","path","symbol"}, ...],
when you already know the thing lives in more than one place. Takes
precedence over the single repo/path/symbol shorthand.
tags: Extra plain-string tags (language + "snippet" are added for you).
project_id: Associate with a project (0 = no project). Snippets surface
proactively within their project; search finds them across projects.
system_ids: Ids of the project's Systems to associate this snippet with.
force: Bypass the near-duplicate gate (see below).
commit_sha: The commit the code was read at (`git rev-parse HEAD` — you
have the repo, so it's free). The recorded location is the source
of truth for the code and the stored body is a cache of it; this
stamps what the cache is a cache OF, so staleness is judgeable
later. Optional, but pass it whenever you're recording from a
checkout.
When `when_to_use` reads like a write-up — long, several paragraphs, or
headed — the response carries `trigger_advice`: move the explanation into
`notes` with update_snippet.
Returns the created snippet (including a parsed `snippet` field), OR — when a
duplicate already exists and force is false — {"duplicate": true,
"existing_id": ..., "message": ...} and nothing is created. When that happens
and it really is the same reusable thing found in another place, prefer
merge_snippets(existing_id, [new...]) — or record then merge — to unify them
into ONE canonical record (which then carries every call site as a location),
rather than forcing a second copy with force=true. A tagged record shows
its `systems`; created untagged in a project, the response carries the
`systems_hint` question instead — answer it: tag, create the missing
System, or deliberately skip. A `family_hint` means the shape may be one
every project on a shared platform will need, and an evaluation was
opened — the family-canon skill says how to judge it.
WHAT THE GATE MATCHES ON. Exact identity first — an existing snippet at the
same repo · path · symbol, or holding byte-identical code. Those are certain,
and force is almost never the right answer to them. Only then a semantic
check, held to a high bar so that VARIANTS of one component are not refused:
`.btn-primary` and `.btn-secondary` read alike and are two different things,
so record both.
"""
if not (name or "").strip() or not (code or "").strip():
raise ValueError("create_snippet requires a non-empty name and code")
uid = current_user_id()
# The NAME is the title; the trigger rides in `data` and
# joins the title only in the embedded document.
title = name.strip()
body = snippets_svc.compose_body(
code=code, language=language, signature=signature,
when_to_use=when_to_use, repo=repo, path=path, symbol=symbol,
locations=locations, notes=notes,
)
if not force:
dup = await dedup_svc.find_duplicate_note(
uid, title, body, project_id=project_id or None,
is_task=False, note_type=snippets_svc.SNIPPET_NOTE_TYPE,
# The artefact itself, not just its description — the gate compares
# location and code before it compares prose.
code=code,
locations=snippets_svc.resolve_locations(repo, path, symbol, locations),
data=snippets_svc.compose_data(name=name, when_to_use=when_to_use),
)
if dup is not None:
return dedup_svc.duplicate_response(dup, "snippet")
note = await snippets_svc.create_snippet(
uid, name=name, code=code, language=language, signature=signature,
when_to_use=when_to_use, repo=repo, path=path, symbol=symbol,
locations=locations, tags=tags, project_id=project_id or None,
commit_sha=commit_sha, notes=notes,
)
if system_ids:
await systems_svc.set_record_systems(uid, note.id, system_ids)
data = snippets_svc.snippet_to_dict(note)
await systems_tools.attach_systems(uid, uid, data, note.id, project_id or None)
advice = snippets_svc.trigger_advice(when_to_use)
if advice:
data["trigger_advice"] = advice
# Family canon: the same shape recorded in another project
# on a shared platform opens an evaluation of the earlier one.
await family_svc.attach_family_hint(uid, data, note, created=True)
return await moment_delivery.attach_moment_rules(uid, "create_snippet", {"project_id": project_id}, data)
async def get_snippet(snippet_id: int, project_id: int = 0) -> dict:
"""Fetch a snippet by id — the full record: code, signature, location, and a
parsed `snippet` field of its structured parts.
On an instance with a forge configured, the response also carries
`body_source` + `body_freshness`: "current" means the code was just
confirmed against the recorded location; "diverged" or "missing" means
the source moved on — trust the location over the cached body and
consider verify_snippet after you look.
A record kept VERBATIM is confirmed by containment. A deliberately
ANNOTATED one — commentary the source does not carry — cannot be, so it
reads "current" on the authority of a standing `ok` verdict stamped at
the very commit just fetched; `verification` in the same payload
shows that basis. Edit the record, or let the file move past that commit,
and it reads "diverged" again until someone re-runs verify_snippet.
When the shape ledger has judgments against this snippet, the response
carries `instances` (shapes classified as conforming to it — the
structured consumer map) and/or `variants` (named departures, each with
its why). Consult them before changing the snippet's contract: they are
the call sites your change lands on (classify_shapes maintains them).
If the record belongs to someone else it carries `shared: true` with the
`owner` and your `permission`. Read that as ONE PERSON'S SUGGESTION, not as
established practice here: judge it on its merits, say whose it is when you
reference it, and don't adopt it as the house pattern without checking.
`project_id` is the project you are WORKING IN, not this record's own.
Passing the active project is what makes "opened away from where it was
written" answerable; 0 leaves it unreported and the pull still counts.
"""
uid = current_user_id()
note = await snippets_svc.get_snippet(uid, snippet_id)
if note is None:
raise ValueError(f"snippet {snippet_id} not found")
data = snippets_svc.snippet_to_dict(note)
# Forge-checked freshness: attaches body_source/body_freshness
# when the instance has a forge; a no-forge instance sees no new fields.
await snippets_svc.attach_live_body(note, data)
data.update(await access_svc.describe_provenance(uid, note))
# A "pull" is an explicit open, so it's recorded HERE rather than in
# snippets_svc.get_snippet — the service is also reached by update/merge
# paths, and counting those would inflate exactly the number that is
# supposed to mean "someone chose to look at this".
record_pulled(
user_id=uid, note_id=int(note.id),
source="mcp_get_snippet", project_id=project_id,
)
await systems_tools.attach_systems(
uid, note.user_id, data, note.id, note.project_id
)
# The structured consumer map: ledger rows judged against this
# snippet. Attached only when non-empty — and never for projects
# the caller can't read.
from grimoire.services import shape_ledger as shape_ledger_svc
consumers = await shape_ledger_svc.snippet_consumers(uid, int(note.id))
if consumers["instances"]:
data["instances"] = consumers["instances"]
if consumers["variants"]:
data["variants"] = consumers["variants"]
if consumers.get("uses"):
# The call sites: shapes that use this snippet, whatever
# shape they are themselves.
data["uses"] = consumers["uses"]
return data
async def unmerge_snippet(survivor_id: int, source_id: int) -> dict:
"""Reverse ONE source out of a merged snippet — the inverse of merge_snippets.
Restores the source record and strips exactly what it contributed from the
survivor: the locations and tags it ADDED at merge time, never the ones the
survivor already had. Reach for it when a merge turns out to have unified two
things that only looked alike.
Also the fix for a half-undone merge. Restoring a merged-in source from the
trash by hand brings the record back but leaves the survivor still claiming
its call sites, so both records claim the same places and the reverse lookup
reads the duplicate claims as real. Running this on an already-restored
source repairs that: it skips the restore and does the subtraction.
Args:
survivor_id: The snippet that absorbed the other.
source_id: The snippet to pull back out of it.
Returns {"survivor": {...}, "restored": {...}}.
Refuses, with the reason, when: the survivor has no record of absorbing that
id; the source was purged from the trash; or the merge predates per-source
provenance, in which case what it contributed isn't known and subtracting a
guess could strip call sites the survivor genuinely owns — restore it from
the trash and adjust both records by hand instead.
"""
uid = current_user_id()
try:
result = await snippets_svc.unmerge_snippet(uid, survivor_id, source_id)
except snippets_svc.UnmergeError as exc:
raise ValueError(str(exc)) from exc
if result is None:
raise ValueError(f"snippet {survivor_id} not found")
survivor, restored = result
return {
"survivor": snippets_svc.snippet_to_dict(survivor),
"restored": snippets_svc.snippet_to_dict(restored) if restored else None,
}
async def find_duplicate_snippets(threshold: float = 0.0) -> dict:
"""Find snippets already recorded that look like duplicates of each other.
The create gate PREVENTS a new duplicate and merge_snippets CURES one you
point it at — this is the missing third piece: it FINDS the ones already in
the record, so nobody has to notice them by hand.
Results are grouped into candidate merge SETS, not just pairs. Grouping is
transitive: if A resembles B and B resembles C, all three land in one set
even when A and C don't directly clear the bar. That mirrors what merge does
(it folds every source into one survivor), but it means a chain of mild
resemblances can rope in a member that isn't really alike — so read a set as
a proposal and check the members before acting.
Reports only YOUR snippets. merge_snippets requires one owner across the
whole set, so surfacing someone else's would propose a merge that can't be
performed.
Acting on a group: pick the best record as the canonical target, then
`merge_snippets(target_id, [other ids])`. Merge unions the fields and folds
every source's location in, so the survivor is findable at all their call
sites; the sources are trashed, recoverably. Prefer as target the one with
the clearest "when to reach for it" — merge keeps the target's title.
Args:
threshold: Similarity floor, 0-1. 0 (default) uses the configured
setting. Raise it if the report is noisy, lower it to catch more.
Returns {"groups": [{"note_ids", "snippets", "top_score"}], "pairs",
"threshold"}. An empty `groups` means nothing resembles anything else that
closely — the common and desirable case.
"""
uid = current_user_id()
return await dedup_svc.find_duplicate_snippets(
uid, threshold=threshold if threshold > 0 else None
)
async def verify_snippet(
snippet_id: int, status: str, detail: str = "", path: str = "",
commit_sha: str = "",
) -> dict:
"""Record whether a snippet's recorded location and code still match source.
YOU do the checking — Grimoire has no copy of the repo and deliberately never
gets one. This tool only remembers your verdict so it becomes queryable and
so the operator can see what has rotted.
The procedure, once per snippet you're checking:
1. `get_snippet(id)` — read its `snippet.locations` and `snippet.code`.
2. Does the recorded path still exist in the working tree? If not →
status="missing".
3. Does the recorded symbol still appear in that file? If not →
status="moved" (the file is there, the thing isn't).
4. Does the source still match the recorded code, allowing for formatting?
Judge whether it still does the same thing — an added parameter or a
changed branch is "changed"; a reindent is not. If it diverged →
status="changed".
5. All three hold → status="ok".
Put what you actually found in `detail` ("renamed to parse_location_str",
"moved to services/knowledge.py"). It's what makes the record fixable later
by someone who wasn't here, so write it for them, not as a status echo.
CONSUMERS you enumerate while checking ("all N call sites still route
through it") are ledger rows, not detail prose: classify each consuming
definition as an `instance` of this snippet with classify_shapes — prose
cannot be sorted, queried, or diffed, and the rows
are what make "what uses this?" answerable forever. `detail` keeps the
WHY and what changed, nothing that belongs in a row.
A verdict expires automatically if the snippet is edited afterwards: it is
stamped with a hash of the code it was checked against, so it can never go
on vouching for code nobody checked. Re-verify after fixing a record.
Args:
snippet_id: The snippet you checked.
status: "ok" | "missing" | "moved" | "changed".
detail: What you found — free text, shown to the operator.
path: The path you actually checked, if it differs from the recorded
one (e.g. you found the symbol at its new home). Defaults to the
recorded path.
commit_sha: The commit the working tree was at when you checked
(`git rev-parse HEAD`). An "ok" verdict with it also refreshes the
body's provenance — you just proved the cached code matches the
source at that commit.
Requires write access: a verdict changes how the record is presented, so
being able to read a snippet someone shared with you doesn't let you mark
it broken.
"""
uid = current_user_id()
note = await snippets_svc.record_verification(
uid, snippet_id, status=status, detail=detail, path=path,
commit_sha=commit_sha,
)
if note is None:
raise ValueError(
f"snippet {snippet_id} not found, or you don't have write access to it"
)
return snippets_svc.snippet_to_dict(note)
async def update_snippet(
snippet_id: int,
name: str | None = None,
code: str | None = None,
language: str | None = None,
signature: str | None = None,
when_to_use: str | None = None,
repo: str | None = None,
path: str | None = None,
symbol: str | None = None,
locations: list[dict] | None = None,
tags: list[str] | None = None,
project_id: int = 0,
system_ids: list[int] | None = None,
commit_sha: str = "",
notes: str | None = None,
) -> dict:
"""Update a snippet. Only the fields you pass change.
An omitted field is left alone; an EMPTY STRING clears it — so a stale
signature, a wrong "when to use", or an obsolete location can be removed, not
just overwritten. A snippet that surfaces in recall with wrong details is
worse than none, so correcting downward has to be possible.
Args:
when_to_use: The situation to reach for it in — a sentence or two. It
is what the snippet is ranked on, so correct it toward the
situation; an explanation belongs in `notes`.
notes: Replaces the free-text notes (why, history, caveats). Pass the
whole text — read the current notes from get_snippet first when
adding to them.
locations: Replace the whole location set, as [{"repo","path","symbol"},
...]. Pass [] to clear every location. The single repo/path/symbol
args instead overlay onto the FIRST location, leaving the rest.
tags: Replaces the extra-tag set (language + "snippet" are re-derived).
project_id: 0 leaves it unchanged, -1 detaches it from its project, a
positive id moves it.
commit_sha: When you're updating the code from a checkout, the commit
it was read at (`git rev-parse HEAD`). Restamps the body's
provenance; changing the code WITHOUT it drops the old stamp,
since the new body no longer comes from that commit.
Editing someone else's snippet requires an editor or admin share from them.
A read-only share is refused with a message saying so — record your own
version instead of trying to force it.
"""
uid = current_user_id()
if project_id == 0:
project = snippets_svc.UNSET
elif project_id < 0:
project = None
else:
project = project_id
try:
note = await snippets_svc.update_snippet(
uid, snippet_id,
name=name, code=code, language=language,
signature=signature, when_to_use=when_to_use,
repo=repo, path=path, symbol=symbol,
locations=locations, tags=tags, project_id=project,
commit_sha=commit_sha or None, notes=notes,
)
except PermissionError as exc:
# Readable but not writable — surface the real reason, not "not found".
raise ValueError(str(exc)) from exc
if note is None:
raise ValueError(f"snippet {snippet_id} not found")
if system_ids is not None:
# The CALLER, not the owner. `update_snippet` above already
# raised PermissionError if this user may not write, so the tagging
# runs with the actor's own System visibility rather than the owner's.
await systems_svc.set_record_systems(uid, snippet_id, system_ids)
data = snippets_svc.snippet_to_dict(note)
data.update(await access_svc.describe_provenance(uid, note))
await systems_tools.attach_systems(
uid, note.user_id, data, snippet_id, note.project_id
)
# Advised on the trigger as it now STANDS, not only when this call set it:
# an edit to anything else is the moment someone is already in the record.
advice = snippets_svc.trigger_advice(data["snippet"].get("when_to_use"))
if advice:
data["trigger_advice"] = advice
return data
async def delete_snippet(snippet_id: int) -> dict:
"""Retire a snippet you recorded — it moves to the trash and is recoverable.
Reach for this when a snippet is wrong, obsolete, or was never worth keeping.
A recorded snippet is offered as prior art on every matching turn, so a bad
one costs more than a missing one. If instead it's a duplicate of something
that should survive, prefer merge_snippets — that keeps the call sites.
"""
uid = current_user_id()
# Read before deleting so the confirmation can NAME what went — an id
# alone leaves the operator unable to tell which snippet this was.
# Fail-open: the title is a COURTESY on top of the delete, so a lookup
# that errors must not stop the delete happening. Same posture the
# staleness marker takes — a decoration may never break its payload.
try:
doomed = await snippets_svc.get_snippet(uid, snippet_id)
title = getattr(doomed, "title", "") if doomed else ""
except Exception:
title = ""
if not await snippets_svc.delete_snippet(uid, snippet_id):
raise ValueError(f"snippet {snippet_id} not found")
return {"deleted": True, "id": snippet_id, "title": title}
async def merge_snippets(target_id: int, source_ids: list[int]) -> dict:
"""Unify duplicate/variant snippets INTO one canonical record — the cure for
the same reusable thing recorded as several one-offs.
Keeps the target as the canonical: its name, when-to-use, signature, language
and code win. The sources' locations and extra tags are folded in — so the
survivor ends up carrying EVERY call site as a location (which is itself the
"this is duplicated N times" signal) — and the source records are moved to the
trash (recoverable). The survivor is re-embedded so recall stops surfacing the
now-merged duplicates.
The survivor records what it absorbed as `merged_from` (in its `snippet`
fields and as a "Merged from: #ids" line in the body), so a variant that got
folded in leaves a trace outside the trash. It accumulates across merges.
Reversible: each entry also records what that source contributed, so
`unmerge_snippet(target_id, source_id)` can restore it and strip exactly
those locations back off — never the ones the target already had.
Args:
target_id: The snippet to keep (the canonical record).
source_ids: Snippet ids to fold into the target and retire. Ids that
aren't your snippets are skipped; target_id in the list is ignored.
Returns the merged canonical snippet (with a parsed `snippet` field) plus
`merged_ids` — the source ids actually merged and trashed.
"""
uid = current_user_id()
ids = [s for s in (source_ids or []) if s != target_id]
if not ids:
raise ValueError("merge_snippets requires at least one other source_id")
try:
result = await snippets_svc.merge_snippets(uid, target_id, ids)
except PermissionError as exc:
raise ValueError(str(exc)) from exc
if result is None:
raise ValueError(f"snippet {target_id} not found")
note, merged_ids = result
data = snippets_svc.snippet_to_dict(note)
data["merged_ids"] = merged_ids
return data
def register(mcp) -> None:
for fn in (
list_snippets, create_snippet, get_snippet, update_snippet,
delete_snippet, merge_snippets, verify_snippet, find_duplicate_snippets,
unmerge_snippet,
):
mcp.tool(name=fn.__name__)(fn)
src/grimoire/mcp/tools/systems.py
+480
View File
@@ -0,0 +1,480 @@
"""System CRUD + record-association MCP tools — wrappers over services/systems.py.
A System is a per-project, reusable, self-describing subsystem/area that any
record (note, task, or issue) can be associated with — so research, build-work,
and corrective work line up under the same area and recurring problem-spots are
visible. The service enforces the multi-user ACL (project permission); these
tools are thin wrappers.
Sentinels (match the milestone/task tool conventions):
- name="" / description="" / color="" / status="" → "leave unchanged" on update
- order_index=-1 → "leave unchanged" on update (0 is a valid order_index)
- path_patterns=None → "leave unchanged" on update ([] clears them)
"""
from __future__ import annotations
from grimoire.mcp._context import current_user_id
from grimoire.services import canonical_systems as canonical_systems_svc
from grimoire.services import milestones as milestones_svc
from grimoire.services import notes as notes_svc
from grimoire.services import systems as systems_svc
from grimoire.services import system_usage as system_usage_svc
from grimoire.services.system_usage import record_system_pulled
# Below this, a project is young enough that the mild "which area is this
# about?" question stays proportionate; at or above it, a zero-Systems project
# has shown that the mild question does not get answered, and the ask
# escalates.
_BOOTSTRAP_MIN_RECORDS = 20
_BOOTSTRAP_TITLES = 6
# The standard vocabulary: area names that recur across software
# projects, offered so "CI & Release" means the same thing in every project
# on the instance. Consistency comes from the shared names — NOT from asking
# the operator to approve each System; agents mint directly. Generic by
# design: archetypes any codebase could have, never one install's
# subsystems. Mint freely beyond the list; the duplicate gate guards sprawl.
# The vocabulary lives in the GLOBAL canonical catalog — the inception seed
# mints it and this ask names it, one list for both, in a table so a rule can
# reference an area by id.
async def bootstrap_systems_ask(user_id: int, project_id: int) -> str | None:
"""The escalated vocabulary-bootstrap ask for a mature zero-Systems project.
The generic zero-state question habituates: identical on every record,
maximal in scope ("invent the taxonomy"), asked at wrap-up time — so
organic sessions skip it forever and only audit-shaped sessions ever mint.
What separates the nudges that convert from the prose that
doesn't (the duplicate gate, the prior-art "already defined in 2 files")
is the project's OWN evidence in the ask — so this one carries the record
count and the recent titles, and asks for a concrete deliverable: create
a starter set directly, preferring the standard cross-project names.
Deliberately NOT an approval flow: the operator is not a
permission gate for vocabulary; the standard names carry consistency.
Self-retiring by construction: callers only reach for it while the
project has zero Systems, so the first create_system ends it everywhere.
Returns None below the record threshold or on any failure (fail-open —
a hint must never break the call it rides on).
"""
try:
recent, total = await notes_svc.list_notes(
user_id, project_id=project_id, sort="updated_at",
limit=_BOOTSTRAP_TITLES,
)
except Exception:
return None
if total < _BOOTSTRAP_MIN_RECORDS:
return None
titles = "; ".join(
'"' + " ".join((n.title or "").split())[:70] + '"' for n in recent
)
try:
standard = ", ".join(name for name, _charter in await systems_svc.standard_systems())
except Exception:
standard = ""
# An install whose catalog is empty still gets a usable ask — the standard
# names are an aid, not the point of the question.
standard_line = (
"Where an area fits a standard name, use it verbatim so it means the "
f"same thing in every project: {standard}. Mint freely beyond that "
"list — the duplicate gate guards sprawl. "
) if standard else "The duplicate gate guards sprawl. "
return (
f"This project has {total} records and NO Systems modelled — none of "
"them can be tagged to an area, so recurring problem-spots stay "
"invisible. Bootstrap the vocabulary now, in this session, without "
"asking permission — creating Systems is your call, not an approval "
f"flow. From the areas the records themselves name (recent: {titles}), "
"create_system 3-6 Systems, each with a one-paragraph charter, then "
f"tag this record (system_ids=[...]). {standard_line}"
"This ask repeats until the first "
"System exists; answering it once retires it for every future record."
)
async def untagged_systems_hint(user_id: int, project_id: int) -> str | None:
"""The Systems question, for an untagged project record.
Not a tool — attach_systems() rides this on tool responses so the question
arrives in-band at the exact moment a record is touched. It is ONE
question regardless of vocabulary state ("which area is this about, and is
it modelled?"); only the vocabulary listing varies, because an empty
vocabulary is not an exemption — it is the question at its most urgent.
Instruction prose alone does not fire at write time; in-band behavior
(the duplicate gate) does.
In a MATURE zero-Systems project the question escalates to the bootstrap
ask instead: the mild form does not get answered there, and
an evidence-carrying, deliverable-shaped ask is the form that does.
"""
# Fail-open like the dedup gate: a hint must never break the call.
try:
systems = await systems_svc.list_systems(user_id, project_id)
except Exception:
return None
if systems:
vocab = "Existing Systems: " + ", ".join(
f"#{s.id} {s.name}" for s in systems
) + "."
else:
ask = await bootstrap_systems_ask(user_id, project_id)
if ask:
return ask
vocab = "This project has no Systems yet."
return (
"This record is untagged — which area(s) of the project is it about? "
f"{vocab} Tag it (system_ids=[...]) — cross-cutting records like "
"audits take several; create_system any area it concerns that isn't "
"modelled yet (a sweep that names areas is the moment to mint them, "
"and the duplicate gate guards against sprawl). Leave it untagged "
"only if it is genuinely about no particular area."
)
async def attach_systems(
caller_id: int,
owner_id: int,
data: dict,
note_id: int,
project_id: int | None,
) -> None:
"""Attach a record's Systems to its payload — or the Systems question.
ONE seam for every tool that returns a project record, read or write: a
tagged record shows its areas (the touching-a-System reflex needs the
affiliation visible on read, not just settable on write), an untagged
project record carries the question instead. Neither field is ever
attached empty (same reasoning as supersession_svc.attach_relations — a
field that always says nothing trains readers to skip fields). The hint
goes only to the record's owner: tagging someone else's record in someone
else's project is not the caller's call to make. Fail-open — decoration
must never break the call it rides on.
"""
try:
systems = await systems_svc.list_record_systems(owner_id, note_id)
if systems:
data["systems"] = [s.to_dict() for s in systems]
elif project_id and caller_id == owner_id:
hint = await untagged_systems_hint(owner_id, project_id)
if hint:
data["systems_hint"] = hint
except Exception:
pass
async def create_system(
project_id: int,
name: str,
description: str = "",
color: str = "",
path_patterns: list[str] | None = None,
) -> dict:
"""Create a System (a reusable, self-describing subsystem/area) in a project.
Associate records with it via the `system_ids` arg on create/update_task and
create/update_note.
Create one the moment two records would share an area that has no System
yet — the same two-or-more test snippets use. Don't wait to be asked to
name an area that plainly exists in the code, and don't route the
creation through operator approval — minting vocabulary is the agent's
call; an unmodelled area means every record about it stays
untaggable. An audit or sweep that walks the codebase is a DISCOVERY
moment: mint the Systems it names as it names them — the duplicate gate
below, plus reviewing the existing list, is what guards against sprawl,
not holding back. Prefer the standard cross-project names where the area
fits one (CI & Release, Auth & Access, Data Model & Storage, API Surface,
UI & Design, Import & Export, Background Jobs, Observability) so the same
word means the same thing in every project. Give each one a one-paragraph
charter, not just a label: the description is what tells a later session
whether a record belongs here.
The description is also where the operator's RULINGS for the area live:
a `Rulings` section at its end, one line per decision the operator made
about how this area must behave — the statement, who decided, when, and
the record it came from. The description arrives with every record filed
under the System, so a ruling there reaches each session working in the
area; a quote in a work log reaches one only if a search matches it.
`path_patterns` name the files that ARE the area: globs relative to the
repo root, `*` within one directory, `**` across any depth, and a plain
directory covering everything under it (`src/billing`,
`frontend/src/components/Billing*.vue`). The description says what the
area is for; the patterns say where it lives, so work touching those files
can be traced to the System without a search. Give them when the area's
files are known; a System without them still works for tagging.
Args:
project_id: The project this system belongs to (required).
name: Short label (required).
description: What the system is and how it's used — a name is rarely enough.
color: Optional UI accent (hex), or empty.
path_patterns: The area's files as repo-relative globs, or omit.
Duplicate-gated like the other creates: if a System with the same
normalized name already exists in this project (archived included), the
call returns {"duplicate": true, "existing_id": ...} instead of creating —
tag records to that one, or update_system it if its charter needs work.
Also mapped against the GLOBAL area catalog, so the same word means the
same thing in every project. A name that IS a catalog area
up to spelling ("CI and Release" vs "CI & Release") is mapped for you and
the response says so. A name that merely RESEMBLES one comes back with
`canonical_suggestion` — an offer, not a decision: apply it with
map_system_to_canonical if it really is that area, ignore it if this is a
project-specific area. Either way the System is created; the catalog never
blocks a name.
"""
uid = current_user_id()
assessment = await systems_svc.assess_system_name(uid, project_id, name)
duplicate = assessment["duplicate"]
if duplicate:
return {
"duplicate": True,
"existing_id": duplicate["id"],
"message": (
f"System '{duplicate['name']}' (#{duplicate['id']}) already "
"covers this area in this project. Tag records to it with "
"system_ids, or update_system it if the charter needs "
"revising — a second System with the same name would split "
"the area's records across two piles."
),
}
# An exact match is mechanical, so it is applied; an overlap is a judgment
# call, so it is only offered (see services/canonical_systems).
canonical = assessment["canonical"]
applied = canonical["id"] if canonical and canonical["basis"] == "exact" else None
system = await systems_svc.create_system(
uid, project_id=project_id, name=name,
description=description or None, color=color or None,
canonical_id=applied, path_patterns=path_patterns,
)
if system is None:
raise ValueError(f"cannot create system in project {project_id} (no write access)")
out = system.to_dict()
if applied:
out["canonical_note"] = (
f"Mapped to the global area '{canonical['name']}' — the same "
"spelling-insensitive name. Your System keeps the name you gave it."
)
elif canonical:
out["canonical_suggestion"] = {
**canonical,
"message": (
f"The global catalog has '{canonical['name']}', which may be "
f"this same area. If it is, map_system_to_canonical("
f"{system.id}, {canonical['id']}) so records and rules about "
"this area line up across projects. If this area is specific "
"to this project, ignore it — unmapped is a valid state."
),
}
return out
async def list_systems(project_id: int, include_archived: bool = False) -> dict:
"""List a project's systems (active by default), ordered by order_index.
Pass include_archived=True to include archived systems.
"""
uid = current_user_id()
rows = await systems_svc.list_systems(uid, project_id, include_archived=include_archived)
return {"systems": [s.to_dict() for s in rows]}
async def get_system(system_id: int) -> dict:
"""Fetch a System plus the records associated with it.
Returns the system, plus its associated records split into `issues`,
`tasks` (work/plan), and `notes` — each saying what the record is and where
it sits, not what it says (open one with get_note / get_task) — and
`usage`: how many times its rulings were shown to a session because its
files were touched (`surfaced_count`), and how many times it was opened.
"""
uid = current_user_id()
system = await systems_svc.get_system(uid, system_id)
if system is None:
raise ValueError(f"system {system_id} not found")
# The pull half of the rulings arm's measurement: a
# System whose rulings were shown, then opened.
record_system_pulled(user_id=uid, system_id=system_id, source="mcp_get_system")
records = await systems_svc.list_records_for_system(uid, system_id)
titles = await milestones_svc.titles_for({r.milestone_id for r in records})
issues, tasks, notes = [], [], []
for r in records:
d = notes_svc.brief_row(r, titles)
if r.status is None:
notes.append(d)
elif r.task_kind == "issue":
issues.append(d)
else:
tasks.append(d)
data = system.to_dict()
data["issues"] = issues
data["tasks"] = tasks
data["notes"] = notes
# How often this area's rulings were shown to a session and the System
# opened. Here and not on list_systems: one lookup on a read that
# asked for the System, rather than a column on every project handshake.
data["usage"] = (await system_usage_svc.usage_for_systems([system.id]))[system.id]
return data
async def update_system(
system_id: int,
name: str = "",
description: str = "",
color: str = "",
status: str = "",
order_index: int = -1,
path_patterns: list[str] | None = None,
) -> dict:
"""Update a System. Only explicitly provided fields change.
`description` REPLACES the whole text, so read it with get_system first
and send it back entire. Recording a RULING — the operator's decision
about how this area must behave — is an edit here: add or change its line
in the `Rulings` section at the end, in the turn they decide, citing the
record it came from. Overturned, the line changes rather than gaining a
successor: the section holds what is in force, and the work log keeps the
history. If the charter above it contradicts a ruling, fix that sentence
in the same edit.
`path_patterns` also REPLACES the whole list, and `[]` clears it.
Args:
status: 'active' or 'archived'. Archive a system to retire it without
losing history; archived systems hide from default lists.
order_index: display position (0-based); -1 = leave unchanged.
path_patterns: The area's files as repo-relative globs (see
create_system). Omit to leave unchanged; [] clears them.
"""
uid = current_user_id()
fields: dict = {}
if name:
fields["name"] = name
if description:
fields["description"] = description
if color:
fields["color"] = color
if status:
fields["status"] = status
if order_index >= 0:
fields["order_index"] = order_index
if path_patterns is not None:
fields["path_patterns"] = path_patterns
system = await systems_svc.update_system(uid, system_id, **fields)
if system is None:
raise ValueError(f"system {system_id} not found or no write access")
return system.to_dict()
async def list_system_records(
system_id: int, kind: str = "", open_only: bool = False
) -> dict:
"""Everything filed under one System — the way to READ a subsystem.
Reach for this when investigating a specific area: it returns the notes,
tasks, issues and snippets someone deliberately tagged to it — the
subsystem's accumulated record, unranked. Start with its reference note if
one exists (titled "«System» — reference"); that is the living state, and
the rest is history and open work around it. For a ranked cut of the same
slice, search(system_id=...) filters semantic search to this association.
Args:
kind: filter by task_kind — 'issue', 'work', 'spike' (or the retired
'plan'). Omit for all.
open_only: limit to tasks not done/cancelled (e.g. open issues only).
Each record says what it is and where it sits, not what it says — open one
with get_note / get_task / get_snippet.
"""
uid = current_user_id()
rows = await systems_svc.list_records_for_system(
uid, system_id, kind=kind or None, open_only=open_only,
)
titles = await milestones_svc.titles_for({r.milestone_id for r in rows})
return {"records": [notes_svc.brief_row(r, titles) for r in rows]}
async def delete_system(system_id: int) -> dict:
"""Soft-delete a System (recoverable). Its record associations are removed."""
uid = current_user_id()
ok = await systems_svc.delete_system(uid, system_id)
if not ok:
raise ValueError(f"system {system_id} not found or no write access")
return {"message": f"System {system_id} deleted."}
async def list_canonical_systems() -> dict:
"""The GLOBAL vocabulary of area names, shared by every project.
These are the standard names to prefer when creating a System, so the same
word means the same thing in every project on the instance — and the ids
a cross-project record can point at. A project's own
System keeps whatever name the project calls the area; mapping it here is
an association, never a rename.
Reach for it before create_system when the area is an ordinary one (CI,
auth, storage, the API, the UI), and pass the matching `canonical_id`.
"""
entries = await canonical_systems_svc.list_canonical_systems()
return {"canonical_systems": [e.to_dict() for e in entries]}
async def propose_canonical_mappings(project_id: int) -> dict:
"""Suggest a global area for each of this project's UNMAPPED Systems.
Returns PROPOSALS ONLY — nothing is written. Confirm the ones that are
right with map_system_to_canonical(system_id, canonical_id); ignore the
rest. Each carries a `basis`:
- `exact` — the names reduce to the same match key ("CI and Release" vs
"CI & Release"). Safe to confirm without much thought.
- `overlap` — they share a meaningful word ("CI & runners" vs "CI &
Release"). A judgment call: confirm only if they really are the same
area, since a wrong mapping surfaces cross-project records in the wrong
place.
A System with no proposal is not a problem — unmapped is a valid resting
state, and a genuinely project-specific area should stay that way.
"""
uid = current_user_id()
return {"proposals": await canonical_systems_svc.propose_mappings(uid, project_id)}
async def map_system_to_canonical(system_id: int, canonical_id: int = 0) -> dict:
"""Map one of a project's Systems onto a global area (or clear it).
Sets `canonical_id` and NOTHING else — the System's name, charter and every
record tagged to it are untouched. Pass canonical_id=0 to unmap.
Args:
canonical_id: id from list_canonical_systems; 0 clears the mapping.
"""
uid = current_user_id()
system = await canonical_systems_svc.set_system_canonical(
uid, system_id, canonical_id or None,
)
if system is None:
raise ValueError(
f"system {system_id} not found, no write access, "
f"or canonical_id {canonical_id} is not a live catalog entry"
)
return system.to_dict()
def register(mcp) -> None:
for fn in (
create_system,
list_systems,
get_system,
update_system,
list_system_records,
delete_system,
list_canonical_systems,
propose_canonical_mappings,
map_system_to_canonical,
):
mcp.tool(name=fn.__name__)(fn)
src/grimoire/mcp/tools/tags.py
+54
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"""list_tags — return the user's tag vocabulary with usage counts.
Python-side aggregation rather than SQL UNNEST. Personal-scale (~thousands of
notes) makes the perf cost negligible, and a one-pass dict counter is much
easier to mock in tests than a GROUP BY-with-unnest expression.
"""
from __future__ import annotations
from sqlalchemy import select
from grimoire.mcp._context import current_user_id
from grimoire.models import async_session
from grimoire.models.note import Note
def _aggregate_tag_counts(tag_lists) -> dict[str, int]:
"""Count occurrences across a sequence of (possibly-None) tag lists.
Extracted so the aggregation logic can be unit-tested without a DB.
"""
counts: dict[str, int] = {}
for tags in tag_lists:
for tag in (tags or []):
counts[tag] = counts.get(tag, 0) + 1
return counts
async def list_tags(limit: int = 50) -> dict:
"""Return the user's most-used tags with usage counts.
Args:
limit: Maximum number of tags to return (1-200).
Returns:
{"tags": [{"tag": "ops", "count": 12}, ...], "total": int}
Sorted by count descending.
"""
uid = current_user_id()
limit = max(1, min(limit, 200))
async with async_session() as session:
result = await session.execute(
select(Note.tags).where(Note.user_id == uid, Note.deleted_at.is_(None))
)
tag_lists = [row[0] for row in result.all()]
counts = _aggregate_tag_counts(tag_lists)
top = sorted(counts.items(), key=lambda x: x[1], reverse=True)[:limit]
return {
"tags": [{"tag": t, "count": c} for t, c in top],
"total": len(top),
}
def register(mcp) -> None:
mcp.tool(name="list_tags")(list_tags)
src/grimoire/mcp/tools/tasks.py
+768
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@@ -0,0 +1,768 @@
"""Task CRUD MCP tools.
Tasks are notes with a non-null `status` — same model, different filter.
Wrappers call services/notes.py for CRUD with is_task=True and add the
task-specific fields (status, priority, due_date, parent_id), plus
services/task_logs.py for add_task_log AND for reading those logs back —
`get_task` returns them and `list_tasks` counts them. The log is the record
written during the work; a body is a claim written before it, so a session
opening a task needs both.
Sentinels (preserved from existing fable-mcp):
- status="" / priority="" / title="" / body="" → "leave unchanged" on update
- status="todo" is the default on create (creates a task; non-null status is
what makes a Note a Task)
- priority="none" sets explicit no-priority; priority="" is "leave unchanged"
- project_id=0 / milestone_id=0 / parent_id=0 → "no association" on create,
"leave unchanged" on update; on update, -1 clears the FK (sets it NULL)
"""
from __future__ import annotations
from grimoire.mcp._context import current_user_id
from grimoire.mcp.tools import systems as systems_tools
from grimoire.services import access as access_svc
from grimoire.services import dedup as dedup_svc
from grimoire.services import family as family_svc
from grimoire.services import family_adoption as family_adoption_svc
from grimoire.services import milestones as milestones_svc
from grimoire.services import notes as notes_svc
# Imported by NAME, not reached through notes_svc: minted_kind is pure
# validation, not a service call, and a test that stubs the service module to
# avoid the database would otherwise stub the validation too — turning a
# guard into a MagicMock that approves anything.
from grimoire.services.notes import minted_kind
from grimoire.services import placement as placement_svc
from grimoire.services import planning as planning_svc
from grimoire.services import record_batch as batch_svc
from grimoire.services import rulebooks as rulebooks_svc
from grimoire.services import systems as systems_svc
from grimoire.services import task_logs as task_logs_svc
from grimoire.services import trash as trash_svc
from grimoire.services.note_usage import record_pulled
from grimoire.services.record_refs import refuse_guessed_ids
from grimoire.services.text import elide
from grimoire.services import moment_delivery
# A work log entry is prose, often long — the discipline asks for what was
# decided and why, not a line of status. Two caps, not one, because the entries
# are not equally useful: the NEWEST answers "where does this actually stand",
# which is the question the block exists for, so it arrives whole up to a
# generous ceiling. Older entries are there to say what happened and when, and
# a headline does that.
_WORK_LOG_ENTRIES = 3
_WORK_LOG_CHARS = 800
_WORK_LOG_LATEST_CHARS = 4000
_WORK_LOG_ADVICE = (
"The body is a CLAIM, written once before the work. These entries are the "
"RECORD, written during and after it. Where the two disagree the log is "
"later — read it before acting on what the body says the status is."
)
def work_log_payload(
logs: list, total: int, chars: int, latest_chars: int = _WORK_LOG_LATEST_CHARS
) -> dict:
"""The `work_log` block: recent entries newest-first, plus what was elided.
`total` is the count of ALL entries, not of `logs` — a reader has to be
able to tell "this task has no record" from "you were shown the last three
of nine", and those are the same response if the count comes from the
entries handed over.
"""
entries = []
for i, log in enumerate(logs):
row = log.to_dict() if hasattr(log, "to_dict") else dict(log)
row.pop("updated_at", None)
content = row.get("content") or ""
# The first row IS the newest — logs_for_task orders descending.
budget = latest_chars if i == 0 else chars
if chars <= 0:
budget = 0
text, cut = elide(content, budget)
row["content"] = text
if cut:
row["full_length"] = len(content)
row["truncated"] = True
entries.append(row)
out: dict = {"total": total, "entries": entries}
if total == 0:
return out
out["advice"] = _WORK_LOG_ADVICE
not_shown = total - len(entries)
if not_shown > 0:
out["not_shown"] = not_shown
if not_shown > 0 or any(e.get("truncated") for e in entries):
out["read_all"] = (
"Entries were shortened or omitted. "
"get_task(task_id, log_limit=0, log_chars=0) returns every entry "
"in full — reach for it rather than judging from what is here, "
"which was selected by recency and length, not by relevance."
)
return out
async def list_tasks(
limit: int = 20,
offset: int = 0,
status: str = "",
project_id: int = 0,
kind: str = "",
) -> dict:
"""List tasks in Grimoire.
Args:
status: Filter by status — one of: todo, in_progress, done, cancelled. Omit for all.
project_id: Filter to a specific project. PASS THE ACTIVE PROJECT'S ID
whenever a project is in scope so you list that project's tasks, not
every project's. 0 = no filter (all projects — use only for a
deliberate cross-project view).
kind: Filter by task kind — 'work', 'issue', 'spike' (or the retired
'plan'). Omit (empty) for all kinds.
Results are ordered by last-updated descending. Each row says what the task
is and where it sits — id, title, status, kind, priority, milestone (id and
title), tags, updated_at, plus description, parent and due date when set —
and not what it says: read one in full with get_task(id).
"""
uid = current_user_id()
rows, total = await notes_svc.list_notes(
uid,
is_task=True,
status=status or None,
project_id=project_id or None,
task_kind=kind or None,
limit=max(1, min(limit, 100)),
offset=max(0, offset),
)
titles = await milestones_svc.titles_for({n.milestone_id for n in rows})
# One aggregate for the page, zero-filled: a reader scanning a list needs
# to know WHICH rows carry a record before choosing what to open, and a
# missing key would read as "no logs" on every row rather than on the
# rows that have none.
log_counts = await task_logs_svc.log_counts_for_tasks(
uid, [int(n.id) for n in rows]
)
return {
"tasks": [
notes_svc.brief_row(n, titles, log_counts=log_counts) for n in rows
],
"total": total,
}
async def get_task(
task_id: int,
project_id: int = 0,
log_limit: int = _WORK_LOG_ENTRIES,
log_chars: int = _WORK_LOG_CHARS,
) -> dict:
"""Fetch a single Grimoire task by ID.
Returns id, title, body, status, priority, tags, project_id, milestone_id,
parent_id, parent_title, due_date, created_at, updated_at — plus `systems`
(the areas this task is filed under; read a subsystem's whole pile with
list_system_records) or, for an untagged project task, the `systems_hint`
question. For legacy
kind=plan tasks, the response also includes the project's applicable_rules
and project_rules (new plans are milestones — use get_milestone for those).
AND `work_log` — the entries add_task_log wrote, newest first, with
`total` for how many exist. READ IT BEFORE TRUSTING THE BODY. A body is
written once, at the start, when the least is known; the log is written
during the work and after it. A task whose body says "not started" and
whose log records a partial ship is not a contradiction to resolve — the
log is simply later; trusting the body alone is how finished work gets
rebuilt.
The NEWEST entry arrives whole (to 4000 characters); older ones are
shortened to a headline. Anything shortened is cut from the MIDDLE, so
the opening and the closing both survive — a log entry's conclusion is at
its end — and the gap states how many characters went. An entry that was
cut says so and carries its `full_length`, and the block as a whole says
when it is showing you less than the record holds.
Args:
log_limit: How many of the most recent entries to include (default 3).
0 returns every entry.
log_chars: Budget for the OLDER entries (default 800). 0 returns
every entry in full, the newest included.
A task another user shared with you also carries `shared`, `owner` and
`permission` — it's their work item, not one you took on.
`project_id` is the project you are WORKING IN, not this record's own.
Passing the active project is what makes "opened away from where it was
written" answerable; 0 leaves it unreported and the pull still counts.
"""
uid = current_user_id()
loaded = await notes_svc.get_note_for_user(uid, task_id)
note = loaded[0] if loaded else None
if note is None or note.deleted_at is not None:
raise ValueError(f"task {task_id} not found")
data = note.to_dict()
parent_title = None
if note.parent_id:
parent_loaded = await notes_svc.get_note_for_user(uid, note.parent_id)
if parent_loaded is not None:
parent_title = parent_loaded[0].title
data["parent_title"] = parent_title
# Legacy kind=plan tasks predate milestone-as-plan; still surface their
# project's rules on read so the historical plans stay useful.
if data.get("task_kind") == "plan" and note.project_id:
applicable = await rulebooks_svc.get_applicable_rules(
project_id=note.project_id, user_id=uid,
)
data.update(rulebooks_svc.rules_payload(applicable, user_id=uid, source="get_task"))
data.update(await access_svc.describe_provenance(uid, note))
# Same reasoning as get_note's record_pulled, and this is the tool where it
# matters MOST: auto-inject ranks kind-blind over a corpus that is
# overwhelmingly tasks and issues, so tasks dominate what it surfaces. Without
# this every surfaced task would count as never-pulled, driving
# auto-inject's measured pull-through toward zero for its own dominant
# kind.
await systems_tools.attach_systems(
uid, getattr(note, "user_id", uid) or uid, data, note.id, note.project_id
)
# Counted separately rather than inferred from the rows handed back: with a
# limit applied, len(entries) is the size of the window, not of the record,
# and "3 entries" and "the last 3 of 9" have to read differently.
log_rows = await task_logs_svc.logs_for_task(
uid, int(note.id), limit=max(0, log_limit)
)
log_total = (
len(log_rows) if log_limit <= 0
else await task_logs_svc.count_logs_for_task(uid, int(note.id))
)
data["work_log"] = work_log_payload(log_rows, log_total, max(0, log_chars))
record_pulled(
user_id=uid, note_id=int(note.id),
source="mcp_get_task", project_id=project_id,
)
return data
async def create_task(
title: str,
body: str = "",
status: str = "todo",
priority: str = "",
project_id: int = 0,
milestone_id: int = 0,
parent_id: int = 0,
tags: list[str] | None = None,
kind: str = "work",
system_ids: list[int] | None = None,
arose_from_id: int = 0,
force: bool = False,
) -> dict:
"""Create a new task in Grimoire.
IS ANYTHING ACTUALLY OWED? A task carries a status and someone is on the
hook to move it. If nothing is owed — you are recording what you learned,
decided or observed — that is a note (create_note), and filing it here
leaves a to-do nobody will ever close. If the work is an ARC of several
steps toward one goal, start_planning makes the milestone that holds
them; a task is one step, not the plan.
Args:
title: Task title (required).
body: Markdown description / notes for the task.
status: Initial status — one of: todo (default), in_progress, done, cancelled.
priority: One of: low, medium, high, or 'none'. Omit (empty string) to leave unset.
project_id: Associate with a project (0 = no project).
milestone_id: Place within a project milestone (0 = no milestone).
When the work belongs to an active plan — a milestone in
enter_project's lists or found by search(content_type=
"milestone") — pass its id, so the plan shows all of its work.
parent_id: Make this a sub-task of another task (0 = top-level).
tags: List of plain-string tags without # prefix.
kind: 'work' (default), 'issue', or 'spike'.
An ISSUE is corrective work — a problem you fixed or are fixing;
record symptom → root cause → fix in the body.
A SPIKE is time-boxed and its output is KNOWLEDGE rather than a
change: "find out whether the runner can be given a bash shell",
"work out why the index is not used". It succeeds by producing an
answer, so nothing ships at the end of it — which is why filing
one as `work` makes a finished investigation look like an
abandoned change. Reach for it when the honest deliverable is a
finding, and say in the body what would close the box: a time, or
the question being answered well enough to act on.
(Plans are milestones now — call start_planning to begin a plan;
'plan' is not a valid kind here.)
system_ids: Ids of the project's Systems (reusable subsystem/area
objects; see list_systems / create_system) to associate this task with.
arose_from_id: For an issue, the id of the task/feature it arose from;
for a spike, the record that raised the question — including a
standing rule whose check just failed. 0 = none.
force: Bypass the near-duplicate gate. By default, a task with the
same title, or one that reads as a copy, in the same project BLOCKS
the create and its id is returned so you update it instead. A task
that reads CLOSE but not identical does not block: the task is
created and the reply carries `overlaps` — open the top one and
judge whether it is the same work (fold in, delete the new one) or
separate work (keep both). Set force true only when a blocked task
is genuinely distinct.
AN ID EXISTS ONLY ONCE A CREATE RETURNS IT. Never write the id you expect
a record to get: every session and user draws from one sequence, so the
number is taken by whoever creates next. A body citing a `#N` that has not
been assigned yet is refused. Creating several records that cite each
other? Use create_records (or start_planning(steps=...)) and write
{{ref:N}} — the real ids are filled in as they are created.
Returns the created task, OR — when a near-duplicate is found and force is
false — {"duplicate": true, "existing_id": ..., "message": ...} (nothing
created). A task in a project carries `placement` (see update_task). A tagged record shows its `systems`; created untagged in a
project, the response carries the `systems_hint` question instead —
answer it: tag the record, create the missing System, or deliberately
leave it untagged.
"""
uid = current_user_id()
if kind == "plan":
raise ValueError(
"kind=plan is retired — a plan is now a milestone. Call "
"start_planning(project_id, title) to begin a plan (it creates the "
"milestone + seeds the design), then create each step as its own "
"task with create_task(milestone_id=<that milestone>)."
)
await refuse_guessed_ids(title, body)
overlaps: list = []
if not force:
dup = await dedup_svc.find_duplicate_note(
uid, title, body, project_id=project_id or None,
is_task=True, note_type="note", overlaps=overlaps,
)
if dup is not None:
return dedup_svc.duplicate_response(dup, "task")
note = await notes_svc.create_note(
uid,
title=title,
body=body,
status=status,
priority=priority or None,
project_id=project_id or None,
milestone_id=milestone_id or None,
parent_id=parent_id or None,
tags=tags,
task_kind=minted_kind(kind),
arose_from_id=arose_from_id or None,
)
if system_ids:
await systems_svc.set_record_systems(uid, note.id, system_ids)
data = note.to_dict()
await systems_tools.attach_systems(uid, uid, data, note.id, project_id or None)
data.update(dedup_svc.note_overlap_response(overlaps, "task"))
# A task that says it is "matching" another project's work names the
# source of a pattern — family canon's citation trigger.
await family_svc.attach_family_hint(uid, data, note, created=True)
return await placement_svc.attach_placement(uid, data, note)
async def update_task(
task_id: int,
title: str = "",
body: str = "",
status: str = "",
priority: str = "",
project_id: int = 0,
milestone_id: int = 0,
system_ids: list[int] | None = None,
arose_from_id: int = 0,
kind: str = "",
) -> dict:
"""Update an existing Grimoire task. Only explicitly provided fields are changed.
Args:
task_id: ID of the task to update.
title: New title, or omit to leave unchanged.
body: New markdown body, or omit to leave unchanged.
status: New status — one of: todo, in_progress, done, cancelled. Drive
the lifecycle: set in_progress when you start, done when complete —
don't leave finished work at todo.
priority: New priority — one of: none, low, medium, high.
project_id: New project. 0 = leave unchanged, -1 = clear (remove from
its project; also clears the milestone), positive = set.
milestone_id: New milestone. 0 = leave unchanged, -1 = clear (remove
from its milestone), positive = set.
system_ids: Replace this task's System associations with these ids
(set-semantics). None = leave unchanged; [] = clear all.
arose_from_id: Provenance (issue → originating task). 0 = leave unchanged,
-1 = clear, positive = set.
kind: Re-file this task as 'work', 'issue' or 'spike'. Omit (empty) to
leave unchanged. Correcting a kind is ordinary — what a task turns
out to BE is often clear only once it is under way, and a piece of
work that becomes an investigation should say so. 'plan' is
refused: plans are milestones (start_planning), and the value
survives only so historical plan-tasks stay writable.
The response carries `placement` for a task in a project: its `project`,
and for a task in a milestone its `milestone`, `position` ({step, of}),
`progress` ({completed, total, pct}) and `next` (the next open step, or
null). These are the facts to use when telling the operator where the
work sits and what comes next — read them from here rather than
reconstructing them, because a remembered milestone title or "next step"
reads exactly like a real one when it is wrong.
Closing a task (done or cancelled) also returns `reply_shape`, the
default shape of the completion report you are about to write, and
`report_back`: a one-line reminder of what that reply should cover. The
operator's own preferences for that report arrive beside it in
`moment_rules` — the ones mounted on finishing work. Where one differs
from the default shape, the preference is what the operator asked for.
When family adoptions were answered `owed` while the task was
open, they come back as `family_owed` ({idea_id, idea_title, project_id,
project_title, owed_task_id}): name each in the report — it is work
filed into that project.
"""
uid = current_user_id()
fields: dict = {}
if title:
fields["title"] = title
if body:
fields["body"] = body
if status:
fields["status"] = status
if priority:
fields["priority"] = priority
# Optional FKs: 0 = leave unchanged, -1 = clear (set NULL), positive = set.
if project_id == -1:
fields["project_id"] = None
fields["milestone_id"] = None # a milestone can't outlive its project
elif project_id:
fields["project_id"] = project_id
if milestone_id == -1:
fields["milestone_id"] = None
elif milestone_id:
fields["milestone_id"] = milestone_id
if arose_from_id == -1:
fields["arose_from_id"] = None
elif arose_from_id:
fields["arose_from_id"] = arose_from_id
if kind:
fields["task_kind"] = minted_kind(kind)
await refuse_guessed_ids(title, body)
note = await notes_svc.update_note(uid, task_id, **fields)
if note is None:
raise ValueError(f"task {task_id} not found")
if system_ids is not None:
await systems_svc.set_record_systems(uid, task_id, system_ids)
data = note.to_dict()
await systems_tools.attach_systems(
uid, getattr(note, "user_id", uid) or uid, data, task_id, note.project_id
)
await placement_svc.attach_placement(uid, data, note)
if body:
await family_svc.attach_family_hint(uid, data, note, created=False)
if status in _CLOSING_STATUSES:
data["report_back"] = REPORT_BACK_CUE
# Owed family adoptions filed while the task was open — work now
# waiting in some project, which the report names.
await family_adoption_svc.attach_owed_adoptions(uid, data, note)
return await moment_delivery.attach_moment_rules(
uid, "update_task", {"status": status, "project_id": project_id}, data,
)
async def add_task_log(task_id: int, content: str) -> dict:
"""Append a timestamped progress log entry to a Grimoire task.
Use this to record work sessions, decisions, or status updates over time
without overwriting the task's main body. Each entry is stored separately
and shown chronologically in the task view.
What you write here comes back from `get_task` as `work_log`, newest
first, and is counted on every row of `list_tasks` and every step of
`get_milestone` — so write for the session that opens this task next, not
for a reader who already knows what you were doing. What that reader
cannot get from the body or the diff is what you tried, what you ruled
out, and where it actually stands.
A log on an open task also marks it as being worked by this session — its
`claim`. That is what brings the task and its newest
entries back to you after a compaction; it lapses by itself once the
session stops writing, and a status of done, cancelled or todo clears it.
The response shows the task's `systems` — or, if the task is an untagged
project record, the `systems_hint` question: logging work IS working in
some area, so answer it (update_task with system_ids, or create_system
the missing area) rather than logging past it.
"""
uid = current_user_id()
log = await task_logs_svc.create_log(uid, task_id, content)
data = log.to_dict() if hasattr(log, "to_dict") else {
"id": log.id, "task_id": log.task_id, "content": log.content,
"created_at": log.created_at.isoformat() if log.created_at else None,
}
# A work-log is work happening on the task NOW — the strongest moment to
# ask which System's territory that work is in. Fail-open decoration.
try:
loaded = await notes_svc.get_note_for_user(uid, task_id)
if loaded:
task = loaded[0]
await systems_tools.attach_systems(
uid, getattr(task, "user_id", uid) or uid,
data, task_id, task.project_id,
)
except Exception:
pass
return data
# The in-band completion cue. The completion shape itself rides the closing
# response as `reply_shape`; this is the one line
# that says what the reply covers, for every MCP client, at the moment a piece
# of work closes. One line on purpose: a template here would be read as the
# reply itself.
_CLOSING_STATUSES = ("done", "cancelled")
REPORT_BACK_CUE = (
"Reporting this to the operator? Say where it sits (from `placement`), "
"what now works, what needs them, and what comes next."
)
_ITEM_KEYS = {"title", "body", "type", "status", "priority", "kind", "tags", "system_ids"}
def _batch_items(records: list[dict], *, what: str = "record") -> list[batch_svc.BatchItem]:
"""Parse the door's plain dicts into BatchItems, refusing unknown keys.
Strict for the same reason StrictArgsMCPServer is: a misspelt key
silently dropped — `milestone` for a per-record milestone, `desc` for body —
creates a record that looks right and is missing what the caller sent.
"""
items: list[batch_svc.BatchItem] = []
for i, raw in enumerate(records or [], start=1):
if not isinstance(raw, dict):
raise ValueError(f"{what} {i} must be an object with at least a title")
unknown = set(raw) - _ITEM_KEYS
if unknown:
raise ValueError(
f"{what} {i} has unknown field(s) {sorted(unknown)}; "
f"allowed: {sorted(_ITEM_KEYS)}"
)
rtype = raw.get("type") or "task"
if rtype not in ("task", "note"):
raise ValueError(f"{what} {i}: type must be 'task' or 'note', got {rtype!r}")
items.append(batch_svc.BatchItem(
title=raw.get("title") or "",
body=raw.get("body") or "",
is_task=rtype == "task",
status=raw.get("status") or "todo",
priority=raw.get("priority") or None,
task_kind=raw.get("kind") or "work",
tags=list(raw.get("tags") or []),
system_ids=list(raw.get("system_ids") or []),
))
return items
async def _first_duplicate(
uid: int, items: list, project_id: int | None,
overlaps: dict | None = None,
) -> dict | None:
"""The duplicate gate over a whole batch — the first hit blocks all of it.
`overlaps`, when given, collects each record's near matches below the copy
band by its 1-based position, for the reply once the batch is
created."""
for i, item in enumerate(items, start=1):
found: list = []
dup = await dedup_svc.find_duplicate_note(
uid, item.title, item.body, project_id=project_id,
is_task=item.is_task, note_type="note", overlaps=found,
)
if found and overlaps is not None:
overlaps[i] = found
if dup is not None:
payload = dedup_svc.duplicate_response(dup, "task" if item.is_task else "note")
payload["record"] = i
payload["message"] = f"Record {i} of the batch: {payload['message']} Nothing in the batch was created."
return payload
return None
async def create_records(
records: list[dict],
project_id: int = 0,
milestone_id: int = 0,
force: bool = False,
) -> dict:
"""Create several tasks and/or notes in ONE call, so they can cite each other.
Reach for this whenever records you are about to create need to reference
one another — a set of tasks that name their siblings, a reference note
listing the tasks it indexes. Writing the ids you EXPECT them to get is
always wrong: every session and user draws from one sequence, so another
create takes those numbers, and a body citing an unassigned `#N` is refused.
A plan (a milestone plus its steps) is start_planning(steps=...), which
uses the same mechanism. One record with nothing to cite is create_task or
create_note.
In any record's body write {{ref:N}} where the Nth record's id belongs
(1-based, in the order listed). It is replaced with `#<id> "<title>"`
once the ids exist. Everything is created in one transaction: a bad
placeholder, an invalid field or a duplicate creates NOTHING.
Args:
records: The records, in order. Each is an object with `title`
(required) and optionally `body`, `type` ('task', the default, or
'note'), and for tasks `status`, `priority` and `kind`
('work' | 'issue' | 'spike'); plus `tags` and `system_ids`.
project_id: The project every record belongs to (0 = none, or taken
from milestone_id).
milestone_id: File every record under this existing milestone (0 = none).
This is how steps are added to a plan that already exists,
including one start_planning handed back as `existing_milestone`.
force: Bypass the near-duplicate gate for the whole batch. By default
the first record that near-duplicates an existing one BLOCKS the
batch, and its existing id comes back so you can update it instead.
Returns {"ids": [...], "records": [...]} in the order given — the ids
cite-able from here on — OR a duplicate payload naming which `record`
matched, with nothing created. The ids are the real ones and are not
necessarily consecutive: other sessions keep creating meanwhile, and
nothing here depends on the numbers being adjacent.
"""
uid = current_user_id()
items = _batch_items(records)
await refuse_guessed_ids(*[t for item in items for t in (item.title, item.body)])
overlaps: dict = {}
if not force:
dup = await _first_duplicate(uid, items, project_id or None, overlaps)
if dup is not None:
return dup
_ms, notes = await batch_svc.create_batch(
uid, items, project_id=project_id or None, milestone_id=milestone_id or None,
)
out = {"ids": [n.id for n in notes], "records": [n.to_dict() for n in notes]}
out.update(dedup_svc.batch_overlap_response(overlaps))
return out
async def start_planning(
project_id: int,
title: str,
body: str = "",
steps: list[dict] | None = None,
force: bool = False,
) -> dict:
"""Begin a plan in Grimoire (the preferred home for plans — not a local .md file).
Reach for this when the work has an ARC — several steps toward one goal,
worth tracking as a unit. Work without one (a fix, a one-file change, a
question answered) is a task, not a plan: create_task, drive its status, and
record progress with add_task_log. A design or decision you are RECORDING
rather than executing is a note (create_note) — a plan nobody is going to
work through is a document filed in the place reserved for open work. A milestone holding a single step is
ceremony, and it leaves the project with a plan that never meant anything.
Creates a MILESTONE that IS the plan: its `body` is seeded with a design
template (Goal/Approach/Verification) under the given project, and the call
returns it together with the project's applicable Rulebook rules and brief
context. The milestone is the plan container — the individual steps live as
first-class child tasks under it, not as checkboxes in the body.
PASS THE STEPS HERE when you already know them. The milestone and every
step are then created in one transaction, and the plan body and the steps
can cite each other with placeholders that become real ids: {{ref:N}} is
the Nth step (1-based) and {{ref:milestone}} is this milestone. Never write
the ids you expect records to get — other sessions and users draw from the
same sequence, and a body citing an unassigned `#N` is refused.
Without steps: edit the design afterwards with update_milestone(
milestone_id, body=...), and add steps with create_records(milestone_id=
<this id>, ...) — or create_task for a single one. Track each with status
+ add_task_log. Do NOT put steps as checkboxes in the milestone body.
(kind=plan tasks are retired — use this instead. Existing historical
plan-tasks remain readable but new planning goes through milestones.)
Args:
project_id: The project this plan is for.
title: A short title for the plan/milestone.
body: The plan's design (markdown). Omit to seed the Goal/Approach/
Verification template.
steps: The plan's step-tasks, in order — each an object with `title`
(required) and optionally `body`, `status`, `priority`, `kind`
('work' | 'issue' | 'spike'), `tags`, `system_ids`.
force: Bypass both duplicate gates. By default nothing is created —
milestone included — when an ACTIVE plan in the project already
has this title or reads as the same plan, or when a step
near-duplicates an existing task. Pass it once you have read the
match and know this is separate work.
Returns the milestone, the project's applicable rules and brief context,
plus `steps` (the created tasks, in order) when steps were given — OR a
duplicate payload with nothing created: `existing_milestone` when a plan
already covers this (add your steps to it with create_records(
milestone_id=...)), or `record` naming the step that matched a task.
"""
uid = current_user_id()
items = _batch_items(steps or [], what="step")
await refuse_guessed_ids(body, *[t for item in items for t in (item.title, item.body)])
if not force:
# The plan before its steps: when a plan already covers this, the
# answer is to add these steps THERE, and a step-level match would
# only name one symptom of that.
match = await dedup_svc.plan_gate(
uid, project_id, title,
dedup_svc.plan_candidate_text(
body=body, steps=[(i.title, i.body) for i in items],
),
)
if match is not None:
return match
overlaps: dict = {}
if items and not force:
dup = await _first_duplicate(uid, items, project_id or None, overlaps)
if dup is not None:
return dup
result = await planning_svc.start_planning(
user_id=uid, project_id=project_id, title=title,
body=body or None, steps=items or None,
)
if isinstance(result, dict):
result.update(dedup_svc.batch_overlap_response(overlaps))
await moment_delivery.attach_moment_rules(uid, "start_planning", {"project_id": project_id}, result)
return result
async def delete_task(task_id: int) -> dict:
"""Move a Grimoire task (or plan) to the trash (recoverable). Sub-tasks go with it.
Restore via restore(batch_id)."""
uid = current_user_id()
# Read the title BEFORE the delete: afterwards the row is trashed and the
# confirmation could only echo the number back. A deletion the operator
# cannot recognise is one they cannot tell was the wrong one.
# Fail-open: the title is a COURTESY on top of the delete, so a lookup
# that errors must not stop the delete happening. Same posture the
# staleness marker takes — a decoration may never break its payload.
try:
loaded = await notes_svc.get_note_for_user(uid, task_id)
title = getattr(loaded[0], "title", "") if loaded else ""
except Exception:
title = ""
batch = await trash_svc.delete(uid, "task", task_id)
if batch is None:
raise ValueError(f"task {task_id} not found")
return {"deleted": task_id, "title": title, "deleted_batch_id": batch,
"message": f'Task {task_id} ("{title}") moved to trash. '
f"Restore with restore('{batch}')."}
def register(mcp) -> None:
for fn in (
list_tasks,
get_task,
create_task,
create_records,
update_task,
add_task_log,
start_planning,
delete_task,
):
mcp.tool(name=fn.__name__)(fn)
src/grimoire/mcp/tools/trash.py
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"""Trash MCP tools — unified, batch-based recovery surface.
Deletes go through the per-type delete_* tools (which soft-delete via the trash
service). These tools list / restore / permanently-purge trashed content by
the deleted_batch_id that a delete operation returns.
"""
from __future__ import annotations
from grimoire.mcp._context import current_user_id
from grimoire.services import trash as trash_svc
async def list_trash() -> dict:
"""List trashed items, grouped by the deletion batch they were removed in.
Each batch has: batch_id, deleted_at, a summary (the lead item's title),
count, and the member items (type + id + title). Restore a batch with
restore(deleted_batch_id).
"""
return {"batches": await trash_svc.list_trash(current_user_id())}
async def restore(deleted_batch_id: str) -> dict:
"""Restore a whole deletion batch from the trash (un-delete)."""
n = await trash_svc.restore(current_user_id(), deleted_batch_id)
return {"restored": n, "batch_id": deleted_batch_id}
async def purge_trash(deleted_batch_id: str, confirmed: bool = False) -> dict:
"""Permanently delete a trashed batch. IRREVERSIBLE — pass confirmed=True.
This is the only true hard-delete tool; everything else is recoverable.
"""
if not confirmed:
return {
"warning": (
f"Permanently delete batch {deleted_batch_id}? This cannot be "
f"undone. Pass confirmed=True to proceed."
),
"confirmed_required": True,
}
n = await trash_svc.purge(current_user_id(), deleted_batch_id)
return {"purged": n, "batch_id": deleted_batch_id}
def register(mcp) -> None:
for fn in (list_trash, restore, purge_trash):
mcp.tool(name=fn.__name__)(fn)
src/grimoire/mcp/tools/wide_net.py
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"""The wide net — every candidate that might govern what you are about to do.
WHY IT IS A PULL
Up to fifty candidates pushed unasked would be a wall the reader skims, with
the governing record indistinguishable from forty-nine others. Fifty in a PULL
is a different object: it arrives only when a session asks, it crowds nothing
out, and it is the honest home for "do not exclude potentially important data".
WHY IT IS NOT `search(content_type="rule")`
That tool is the DEEP pull and should stay that way — `_search_rules` returns
`statement`, `why` and `how_to_apply` in full, on the reasoning that a caller
who went looking deserves the whole record rather than a summary to re-fetch.
Six results already run to thousands of tokens.
This is the SHALLOW pull: many candidates, each just enough to decide whether
to open it. Opposite trade-off, so it is a second tool rather than a bigger
`limit` on the first.
WHY THE TAIL IS TRUNCATED RATHER THAN FULL
Fifty is not free. A line runs to a hundred-odd tokens once its trigger is
rendered, so fifty full lines is several thousand — cheap next to an arm that
fires before every Bash call, but a tool that promises a free wide net gets
reached for casually and then regretted.
So this uses the push arms' graduated shape: the top few carry their trigger
in full, the rest carry a cut of it. TRUNCATED, never
dropped — the trigger is what lets a reader judge relevance without opening
the record, and a teaser without one is just an id.
"""
from __future__ import annotations
import textwrap
import time
from grimoire.mcp._context import current_user_id
from grimoire.services.embeddings import semantic_search_rules
from grimoire.services.retrieval_telemetry import record_retrieval
# The telemetry `source`, and a PULL — never added to AMBIENT_SOURCES (those
# are deliveries nobody chose) and never confused with a push arm. Keeping it
# separate keeps the push arms' near-miss distributions about the push arms: a
# pull mixed into them would move the numbers their floors are tuned from.
SOURCE = "wide_net"
# No bar. That is the point of the tool rather than an oversight — the caller
# asked for the wide net precisely because they do not trust a bar to decide
# for them here. Every row carries its score, so the reader sees where the
# ranking falls off and judges it themselves.
THRESHOLD = 0.0
MAX_LIMIT = 50
DEFAULT_LIMIT = 25
# How many candidates carry their trigger in full before the rest are cut.
DEFAULT_DETAIL = 5
# The cut length for the tail. Long enough to carry the first clause of a
# trigger — which is where these state the act they are about — short enough
# that forty-five of them stay affordable.
_TEASER_CHARS = 140
def _teaser(text: str) -> tuple[str, bool]:
"""Shorten at a word break with a visible cut. Returns (text, was_cut).
The technique is `plugin_context._goal_line`'s, and the fallback is the
part worth copying: `textwrap.shorten` returns a bare "…" when the string
is one unbroken word longer than the cap, and a raw slice ends mid-word
claiming to be the whole thing. Kept local rather than shared
because the two callers wrap it in different sentences; if a third appears,
that is the moment to extract it rather than now.
"""
flat = " ".join((text or "").split())
if len(flat) <= _TEASER_CHARS:
return flat, False
short = textwrap.shorten(flat, width=_TEASER_CHARS, placeholder="…")
if short == "…":
short = flat[: _TEASER_CHARS - 1] + "…"
return short, True
async def what_might_apply(
query: str,
limit: int = DEFAULT_LIMIT,
detail: int = DEFAULT_DETAIL,
kind: str = "",
project_id: int = 0,
) -> dict:
"""Every rule that might bear on what you are about to do, ranked, with no bar.
REACH FOR THIS BEFORE A CONSEQUENTIAL OR IRREVERSIBLE ACT — a push, a
merge, a delete, a deploy, anything outward-facing — and before handing
work back because you are unsure whether you are allowed to finish it.
It is the tool the "ask before a consequential act" reflex should call.
A rule reaches a session by retrieval, and the arms that push rules at you
have a small budget: they deliver the few highest-scoring candidates and
say nothing about what sat just underneath. That is right for an arm that
fires before every command and wrong for the one moment you actually want
to be sure. This is that moment's tool.
WHAT IT RETURNS, AND WHY THE TAIL LOOKS LIKE NOISE
There is no threshold. You get the `limit` nearest candidates whatever they
score, ordered, each with its score — so the tail IS expected to be
irrelevant, and that is the design. You are not reading the list for its
average quality; you are reading it for the one record you would otherwise
have missed. Scan the triggers, open what looks live with `get_rule(id)`,
and ignore the rest.
The first few carry their trigger in full; the rest carry a cut of it,
marked `truncated`. A cut trigger is still enough to decide whether to
open the record, which is the whole job of a teaser.
`kind` is on every row and is never something to infer: a **rule** must be
followed, a **preference** records how the operator wants work done.
Missing a rule is a mistake; missing a preference costs consistency.
A NOTE ON WHAT THIS CANNOT DO. It is a pull, so it only helps if you ask.
The failure it was built for — a session withholding a routine action
because the rule permitting it never arrived — produces no tool call of its
own, so nothing will prompt you. Asking is the habit; this is where to put
it.
Args:
query: what you are about to do, in the words you would use to
describe it — "push to dev after committing", "delete the staging
database", "merge dev to main". A command string works; a sentence
usually works better, because triggers are written as prose.
limit: how many candidates, default 25, capped at 50.
detail: how many carry their trigger in FULL before the rest are cut,
default 5.
kind: "rule" or "preference" to restrict; omit for both.
project_id: scope to one project — its own rules plus every global
one. Omit to ask the whole rulebook.
"""
uid = current_user_id()
limit = max(1, min(int(limit), MAX_LIMIT))
detail = max(0, min(int(detail), limit))
report: dict = {}
started = time.perf_counter()
if project_id:
raw = await semantic_search_rules(
uid, query, limit=limit, threshold=THRESHOLD, kind=kind or None,
report=report, project_id=project_id,
)
else:
raw = await semantic_search_rules(
uid, query, limit=limit, threshold=THRESHOLD, kind=kind or None,
report=report, everywhere=True,
)
duration_ms = (time.perf_counter() - started) * 1000
candidates = []
for rank, (score, rule) in enumerate(raw):
full = rank < detail
trigger, was_cut = (
(" ".join((rule.when_to_apply or "").split()), False)
if full else _teaser(rule.when_to_apply or "")
)
candidates.append({
"id": rule.id,
"title": rule.title,
# Force, not topic. See the docstring — this is never inferred.
"kind": rule.kind,
# A rule in a rulebook topic is global; one on a project binds
# there alone. Which it is changes how far a
# reader should generalise from it.
"scope": "project" if rule.project_id else "global",
"when_to_apply": trigger,
"truncated": was_cut,
"score": round(float(score), 4),
})
# Logged as a pull, with `searched` honoured: a search that never ran must
# not be recorded as a ranker declining.
record_retrieval(
user_id=uid,
source=SOURCE,
query=query,
threshold=THRESHOLD,
limit=limit,
project_id=project_id or None,
is_task=None,
results=raw,
duration_ms=duration_ms,
best_available=report.get("best_available_score"),
best_available_id=report.get("best_available_id"),
searched=report.get("searched", True),
)
return {
"candidates": candidates,
"returned": len(candidates),
"detailed": min(detail, len(candidates)),
# Present so a caller can tell "the corpus offered nothing" from "the
# search never ran" — an empty query, an unavailable embedder and a
# failed query all return zero rows and mean different things.
"searched": bool(report.get("searched", True)),
"open_with": "get_rule(id)",
}
def register(mcp) -> None:
mcp.tool(name="what_might_apply")(what_might_apply)
src/grimoire/models/__init__.py
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from sqlalchemy.ext.asyncio import AsyncSession, async_sessionmaker, create_async_engine
from sqlalchemy.orm import DeclarativeBase
from grimoire.config import Config
# Named rather than inlined so the deadline below is READABLE. SQLAlchemy
# captures `connect_args` in a closure and merges it at connect time, so an
# inline dict cannot be recovered from the engine — and a guard that cannot
# read the value it guards is a guard that passes forever.
_CONNECT_ARGS: dict = {
# A DEADLINE ON ESTABLISHING A CONNECTION.
#
# asyncpg's `timeout` bounds the CONNECT — the TCP handshake plus session
# setup — and nothing else. Against a host whose storage has wedged, that
# handshake does not fail, it waits, and without this the wait is
# asyncpg's own 60-second default: the entire lifespan budget spent before
# a single query is even sent. Ten seconds is far longer than a healthy
# local connect (single-digit milliseconds) and short enough to leave room
# to fail usefully rather than be killed.
#
# WHAT THIS DOES NOT COVER, said plainly so the next reader doesn't assume
# it does: a query on an already-open connection, which includes
# `pool_pre_ping`'s liveness check. Bounding those is `command_timeout`,
# and that is deliberately NOT set here — it would apply to every
# statement, and this app legitimately runs long ones (the embedding
# backfills, VACUUM ANALYZE). A blanket statement deadline would trade
# this failure mode for a worse one. Callers that must not hang — the
# lifespan hook above all — bound their own await instead; see
# `_STARTUP_READ_TIMEOUT` in services/db_maintenance_scheduler.py.
"timeout": 10,
}
engine = create_async_engine(
Config.DATABASE_URL,
echo=False,
pool_pre_ping=True,
pool_recycle=1800,
connect_args=_CONNECT_ARGS,
)
async_session = async_sessionmaker(engine, class_=AsyncSession, expire_on_commit=False)
class Base(DeclarativeBase):
pass
from grimoire.models.base import CreatedAtMixin, TimestampMixin # noqa: E402, F401
from grimoire.models.note import Note, TaskPriority, TaskStatus # noqa: E402, F401
from grimoire.models.setting import Setting # noqa: E402, F401
from grimoire.models.user import User # noqa: E402, F401
from grimoire.models.app_log import AppLog # noqa: E402, F401
from grimoire.models.password_reset import PasswordResetToken # noqa: E402, F401
from grimoire.models.invitation import InvitationToken # noqa: E402, F401
from grimoire.models.embedding import ( # noqa: E402, F401
MilestoneEmbedding, NoteEmbedding, RuleEmbedding, SystemEmbedding,
)
from grimoire.models.retrieval_log import RetrievalLog # noqa: E402, F401
from grimoire.models.retrieval_tuning import RetrievalTuningEvent # noqa: E402, F401
from grimoire.models.note_usage import NoteUsageEvent # noqa: E402, F401
from grimoire.models.rule_usage import RuleUsageEvent # noqa: E402, F401
from grimoire.models.system_usage import SystemUsageEvent # noqa: E402, F401
from grimoire.models.retrieval_judgment import RetrievalJudgment # noqa: E402, F401
from grimoire.models.moment_mapping import MomentMapping # noqa: E402, F401
from grimoire.models.project import Project # noqa: E402, F401
from grimoire.models.milestone import Milestone # noqa: E402, F401
from grimoire.models.task_log import TaskLog # noqa: E402, F401
from grimoire.models.note_draft import NoteDraft # noqa: E402, F401
from grimoire.models.note_version import NoteVersion # noqa: E402, F401
from grimoire.models.rule_version import RuleVersion # noqa: E402, F401
from grimoire.models.note_supersession import NoteSupersession # noqa: E402, F401
from grimoire.models.group import Group, GroupMembership # noqa: E402, F401
from grimoire.models.share import NoteShare, ProjectShare # noqa: E402, F401
from grimoire.models.notification import Notification # noqa: E402, F401
from grimoire.models.api_key import ApiKey # noqa: E402, F401
# Imported before rulebook: rule_systems foreign-keys canonical_systems.
from grimoire.models.canonical_system import CanonicalSystem # noqa: E402, F401
from grimoire.models.rulebook import ( # noqa: E402, F401
Rulebook, RulebookTopic, Rule, RuleRelation, rule_moments, rule_systems,
)
# After notes and rules: it foreign-keys both.
from grimoire.models.lesson_rule_link import LessonNoRule, LessonRuleLink # noqa: E402, F401
# After rules: it foreign-keys them.
from grimoire.models.rule_moment_judgment import RuleMomentJudgment # noqa: E402, F401
from grimoire.models.repo_binding import RepoBinding # noqa: E402, F401
from grimoire.models.forge_connection import ForgeConnection # noqa: E402, F401
from grimoire.models.code_shape import CodeShape, CodeShapeConsumer, CodeShapeEvent, CodeShapeUse # noqa: E402, F401
from grimoire.models.system import System, RecordSystem # noqa: E402, F401
from grimoire.models.design_system import DesignSystem, DesignToken # noqa: E402, F401
# After notes, projects and rulebook topics: family canon foreign-keys all
# three.
from grimoire.models.family import ( # noqa: E402, F401
FamilyAdoption, FamilyDecision, FamilyIdea, FamilyIdeaPlatform,
FamilyIdeaReference, Platform, ProjectPlatform,
)
src/grimoire/models/api_key.py
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from datetime import datetime
from sqlalchemy import DateTime, ForeignKey, Index, Integer, Text
from sqlalchemy.orm import Mapped, mapped_column
from grimoire.models import Base
from grimoire.models.base import CreatedAtMixin, iso
class ApiKey(Base, CreatedAtMixin):
__tablename__ = "api_keys"
id: Mapped[int] = mapped_column(primary_key=True)
user_id: Mapped[int] = mapped_column(
Integer, ForeignKey("users.id", ondelete="CASCADE"), nullable=False
)
name: Mapped[str] = mapped_column(Text, nullable=False)
key_hash: Mapped[str] = mapped_column(Text, nullable=False, unique=True)
key_prefix: Mapped[str] = mapped_column(Text, nullable=False)
scope: Mapped[str] = mapped_column(Text, nullable=False) # "read" or "write"
last_used_at: Mapped[datetime | None] = mapped_column(
DateTime(timezone=True), nullable=True
)
revoked_at: Mapped[datetime | None] = mapped_column(
DateTime(timezone=True), nullable=True
)
__table_args__ = (
Index("ix_api_keys_user_id", "user_id"),
Index("ix_api_keys_key_hash", "key_hash"),
)
def to_dict(self) -> dict:
return {
"id": self.id,
"name": self.name,
"key_prefix": self.key_prefix,
"scope": self.scope,
"last_used_at": iso(self.last_used_at),
"created_at": iso(self.created_at),
"revoked_at": iso(self.revoked_at),
}
src/grimoire/models/app_log.py
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from datetime import datetime, timezone
from sqlalchemy import DateTime, Float, Index, Integer, Text
from sqlalchemy.orm import Mapped, mapped_column
from grimoire.models import Base
from grimoire.models.base import iso
class AppLog(Base):
__tablename__ = "app_logs"
id: Mapped[int] = mapped_column(primary_key=True)
category: Mapped[str] = mapped_column(Text, nullable=False)
user_id: Mapped[int | None] = mapped_column(Integer, nullable=True)
username: Mapped[str | None] = mapped_column(Text, nullable=True)
action: Mapped[str | None] = mapped_column(Text, nullable=True)
endpoint: Mapped[str | None] = mapped_column(Text, nullable=True)
method: Mapped[str | None] = mapped_column(Text, nullable=True)
status_code: Mapped[int | None] = mapped_column(Integer, nullable=True)
duration_ms: Mapped[float | None] = mapped_column(Float, nullable=True)
ip_address: Mapped[str | None] = mapped_column(Text, nullable=True)
details: Mapped[str | None] = mapped_column(Text, nullable=True)
# Declared here rather than via CreatedAtMixin on purpose: the composite
# index below orders on `created_at.desc()`, which needs the column object
# in this class body — a mixin's column is not in scope there.
created_at: Mapped[datetime] = mapped_column(
DateTime(timezone=True), default=lambda: datetime.now(timezone.utc)
)
__table_args__ = (
Index("ix_app_logs_category", "category"),
Index("ix_app_logs_user_id", "user_id"),
Index("ix_app_logs_created_at", "created_at"),
Index("ix_app_logs_category_created_at", "category", created_at.desc()),
)
def to_dict(self) -> dict:
return {
"id": self.id,
"category": self.category,
"user_id": self.user_id,
"username": self.username,
"action": self.action,
"endpoint": self.endpoint,
"method": self.method,
"status_code": self.status_code,
"duration_ms": self.duration_ms,
"ip_address": self.ip_address,
"details": self.details,
"created_at": iso(self.created_at),
}
src/grimoire/models/base.py
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from datetime import date, datetime, timezone
from sqlalchemy import DateTime, Text
from sqlalchemy.orm import Mapped, mapped_column
def iso(value: datetime | date | None) -> str | None:
"""ISO-8601 for a payload, None for an unset column.
Every model's to_dict serialises timestamps through this one helper so a
row read before flush (created_at still None) and a nullable column both
come out as null instead of raising on `.isoformat()`.
"""
return value.isoformat() if value else None
class SoftDeleteMixin:
"""Recoverable-delete columns. NULL deleted_at = live row. deleted_batch_id
groups rows soft-deleted in one operation so a cascade restores as a unit."""
deleted_at: Mapped[datetime | None] = mapped_column(
DateTime(timezone=True), nullable=True, default=None
)
deleted_batch_id: Mapped[str | None] = mapped_column(Text, nullable=True, default=None)
class TimestampMixin:
created_at: Mapped[datetime] = mapped_column(
DateTime(timezone=True), default=lambda: datetime.now(timezone.utc)
)
updated_at: Mapped[datetime] = mapped_column(
DateTime(timezone=True),
default=lambda: datetime.now(timezone.utc),
onupdate=lambda: datetime.now(timezone.utc),
)
class CreatedAtMixin:
created_at: Mapped[datetime] = mapped_column(
DateTime(timezone=True), default=lambda: datetime.now(timezone.utc)
)
src/grimoire/models/canonical_system.py
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from sqlalchemy import Index, Integer, Text, text
from sqlalchemy.orm import Mapped, mapped_column
from grimoire.models import Base
from grimoire.models.base import SoftDeleteMixin, TimestampMixin, iso
class CanonicalSystem(Base, TimestampMixin, SoftDeleteMixin):
"""A GLOBAL area name — the shared vocabulary every project's Systems
can point at.
A `System` is per-project and NOT NULL on project_id, so nothing outside a
project can reference one: a rule that applies across projects has no way
to say "this is about CI" without chaining itself to one project's row.
This table is that join key. It carries no `user_id` on purpose — a shared
project must INHERIT the vocabulary rather than re-earn it, so the catalog
is global and the same word means the same thing in every install.
It is a convergence aid, never a gate: `systems.canonical_id` is nullable,
an unmapped System stays fully usable, and `record_systems` never sees this
table at all — the local name is a legitimate local label and is never
rewritten to match.
`slug` is the match key, not a display value. It folds the spelling
differences that produced four names for one area on the author's own
instance ("CI & Release" / "CI and Release" / "CI & release"): an exact slug
hit maps automatically, and anything short of that becomes a proposal for a
human to confirm. See services/canonical_systems.canonical_slug.
"""
__tablename__ = "canonical_systems"
id: Mapped[int] = mapped_column(primary_key=True)
name: Mapped[str] = mapped_column(Text, nullable=False)
# Normalized match key — unique among LIVE rows, so a soft-deleted entry
# doesn't block recreating the same area (the partial-unique convention
# rules/topics already use).
slug: Mapped[str] = mapped_column(Text, nullable=False)
description: Mapped[str | None] = mapped_column(Text, nullable=True)
order_index: Mapped[int] = mapped_column(Integer, default=0, server_default="0")
__table_args__ = (
Index(
"uq_canonical_systems_slug", "slug",
unique=True, postgresql_where=text("deleted_at IS NULL"),
),
)
def to_dict(self) -> dict:
return {
"id": self.id,
"name": self.name,
"slug": self.slug,
"description": self.description,
"order_index": self.order_index,
"created_at": iso(self.created_at),
"updated_at": iso(self.updated_at),
}
src/grimoire/models/code_shape.py
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from datetime import datetime, timezone
from sqlalchemy import (
BigInteger,
DateTime,
Float,
ForeignKey,
Index,
Integer,
Text,
UniqueConstraint,
)
from sqlalchemy.orm import Mapped, mapped_column
from grimoire.models import Base
from grimoire.models.base import TimestampMixin, iso
# The classification vocabulary. `unclassified` is the default and
# THE todo state; every other status is a judgment, stamped with who made it —
# except `scoped`: the coverage sync's mechanical stamp on shapes that
# are one-offs BY CONSTRUCTION (a Vue component's scoped <style> rules and its
# <script setup> functions — unreachable from any other file). Scoped rows are
# accounted for without a human judging them, so `exempt` keeps meaning "a
# person looked"; the proposer, derive grouping and divergence still see them,
# and any judgment (instance/variant/exempt) overrides the stamp.
SHAPE_STATUSES = ("canonical", "instance", "variant", "exempt", "scoped", "unclassified")
SHAPE_CLASSIFIERS = ("agent", "audit", "hook", "mechanical", "import")
# The reason catalogue: an OPTIONAL code beside the prose reason on
# variant/exempt rows, so the ledger can be filtered and aggregated by kind
# of one-off. The prose remains the record; the code is the index.
REASON_CODES = (
"scoped-css", # a scoped rule styling one element (rows judged before `scoped`)
"one-off-handler", # a view/component handler or loader, one per surface
"test-helper", # a test module's stub, driver or fixture data
"convention-plumbing", # registration, wiring, app factory — one of each
"pure-helper", # a sync module-private helper with no session
"generated", # generated source (theme.css, protos, bundles)
"script", # a standalone dev/CI script
"typed-record", # a NamedTuple / dataclass / error class — one each
)
# How the mechanical proposer arrived at a proposal, strongest first.
# `derive` is the odd one out: not "this is an instance of #N" but "this
# shape repeats with NO canon — derive one first", so it carries a group key instead of a snippet.
PROPOSAL_BASES = ("symbol", "text", "reference", "signature", "semantic", "derive")
class CodeShape(Base, TimestampMixin):
"""One extracted code shape and its classification against canon.
The accounting half of the pattern system: the
snippet library records CANON (small); this ledger accounts for EVERY
shape the coverage extractor finds in a bound repo (total). A row's
status says how the shape relates to canon — it IS a snippet's reference
(`canonical`), conforms to one (`instance` — snippet_id may point at
another project's snippet, so family canon counts), departs deliberately
(`variant`, with the why in `reason`), was judged one-off (`exempt`,
a recorded judgment rather than silence), or awaits judgment
(`unclassified` — the todo).
Identity is (project, repo_key, path, symbol, kind) — kind is part of it
because one file can define `.foo` (css) and `foo` (sym) as distinct
shapes. A rename therefore reads as vanish + new row: accepted,
because chasing renames needs content identity the extractor doesn't
have. `vanished_at` keeps the history instead of deleting it.
snippet_id is SET NULL on snippet deletion: the classification's target
is gone but the judgment happened; the sync pass re-files such
rows as unclassified so they rejoin the todo instead of dangling.
`signature` / `body_sha` are the shape's content fingerprint —
its definition line and a whitespace/comment-insensitive hash of its
block — refreshed by every sync. They are what the mechanical proposer
matches on and what a later drift recheck compares against; the ledger
still never stores code bodies.
`classified_sha` remembers the fingerprint a judgment was made at;
when a later sync sees the body change under an instance/variant, the
row is flagged `recheck_at` (the judgment stands, it just asks to be
confirmed again) and a `drifted` event is written. `diverges_from`
is the button-B flag: a shape new since the previous refresh, in
a directory+kind where one canon dominates the judged siblings, that the
proposer did not match to that canon — "button B appeared where button
A is canon: divergence or variant? classify it." Both clear on judgment.
The proposal columns hold the proposer's standing suggestion for an
UNCLASSIFIED row: `proposed_snippet_id` + `proposal_basis` + score for
"looks like an instance of #N", or `proposal_basis="derive"` +
`proposal_group` for "repeats with no canon". `proposed_sha` is the
body_sha the row was last examined at, so a refresh re-examines only
what changed. A judgment clears the proposal — the machine proposes,
judgment classifies.
"""
__tablename__ = "code_shapes"
__table_args__ = (
UniqueConstraint(
"project_id", "repo_key", "path", "symbol", "kind",
name="uq_code_shapes_identity",
),
Index("ix_code_shapes_project_status", "project_id", "status"),
Index("ix_code_shapes_snippet", "snippet_id"),
Index("ix_code_shapes_proposed", "project_id", "proposed_snippet_id"),
Index("ix_code_shapes_diverges", "project_id", "diverges_from"),
)
id: Mapped[int] = mapped_column(primary_key=True)
project_id: Mapped[int] = mapped_column(
Integer, ForeignKey("projects.id", ondelete="CASCADE"), nullable=False
)
repo_key: Mapped[str] = mapped_column(Text, nullable=False)
path: Mapped[str] = mapped_column(Text, nullable=False)
symbol: Mapped[str] = mapped_column(Text, nullable=False)
kind: Mapped[str] = mapped_column(Text, nullable=False) # "css" | "sym"
status: Mapped[str] = mapped_column(Text, nullable=False, default="unclassified")
snippet_id: Mapped[int | None] = mapped_column(
BigInteger, ForeignKey("notes.id", ondelete="SET NULL"), nullable=True
)
reason: Mapped[str | None] = mapped_column(Text, nullable=True)
reason_code: Mapped[str | None] = mapped_column(Text, nullable=True) # REASON_CODES
classified_by: Mapped[str | None] = mapped_column(Text, nullable=True)
classified_at: Mapped[datetime | None] = mapped_column(
DateTime(timezone=True), nullable=True
)
first_seen_commit: Mapped[str] = mapped_column(Text, default="")
last_seen_commit: Mapped[str] = mapped_column(Text, default="")
vanished_at: Mapped[datetime | None] = mapped_column(
DateTime(timezone=True), nullable=True
)
signature: Mapped[str] = mapped_column(Text, default="")
body_sha: Mapped[str] = mapped_column(Text, default="")
proposed_snippet_id: Mapped[int | None] = mapped_column(
BigInteger, ForeignKey("notes.id", ondelete="SET NULL"), nullable=True
)
proposal_basis: Mapped[str | None] = mapped_column(Text, nullable=True)
proposal_score: Mapped[float | None] = mapped_column(Float, nullable=True)
proposal_group: Mapped[str | None] = mapped_column(Text, nullable=True)
proposed_at: Mapped[datetime | None] = mapped_column(
DateTime(timezone=True), nullable=True
)
proposed_sha: Mapped[str] = mapped_column(Text, default="")
classified_sha: Mapped[str] = mapped_column(Text, default="")
recheck_at: Mapped[datetime | None] = mapped_column(
DateTime(timezone=True), nullable=True
)
diverges_from: Mapped[int | None] = mapped_column(
BigInteger, ForeignKey("notes.id", ondelete="SET NULL"), nullable=True
)
@property
def proposal(self) -> dict | None:
"""The standing proposal as one object, or None when the proposer
has nothing to say about this row."""
if self.proposed_snippet_id is None and not self.proposal_group:
return None
out: dict = {"basis": self.proposal_basis, "score": self.proposal_score}
if self.proposed_snippet_id is not None:
out["snippet_id"] = self.proposed_snippet_id
if self.proposal_group:
out["group"] = self.proposal_group
return out
def to_dict(self) -> dict:
return {
"id": self.id,
"project_id": self.project_id,
"repo_key": self.repo_key,
"path": self.path,
"symbol": self.symbol,
"kind": self.kind,
"status": self.status,
"snippet_id": self.snippet_id,
"reason": self.reason,
"reason_code": self.reason_code,
"classified_by": self.classified_by,
"classified_at": iso(self.classified_at),
"first_seen_commit": self.first_seen_commit,
"last_seen_commit": self.last_seen_commit,
"vanished_at": iso(self.vanished_at),
"signature": self.signature,
"body_sha": self.body_sha,
"proposal": self.proposal,
"classified_sha": self.classified_sha,
"recheck_at": iso(self.recheck_at),
"diverges_from": self.diverges_from,
"created_at": iso(self.created_at),
"updated_at": iso(self.updated_at),
}
def to_compact(self) -> dict:
"""The row as an audit reads it: identity, standing, the
definition line and the proposer's word — none of the bookkeeping
(commits, shas, timestamps). A 500-row page of these fits the tool
budget; a page of to_dict() does not."""
out = {
"path": self.path,
"symbol": self.symbol,
"kind": self.kind,
"status": self.status,
"signature": self.signature,
}
if self.snippet_id is not None:
out["snippet_id"] = self.snippet_id
if self.classified_by:
out["by"] = self.classified_by
if self.reason_code:
out["reason_code"] = self.reason_code
proposal = self.proposal
if proposal:
out["proposal"] = proposal
if self.diverges_from is not None:
out["diverges_from"] = self.diverges_from
if self.recheck_at is not None:
out["recheck"] = True
return out
# How a uses edge was established: who/what said "this shape calls
# that canon". `reference` is the proposer's mechanical by-name hit on the
# body (language-gated); `hook` is write-path evidence (pulled the
# snippet, then wrote code naming its symbol); agent/audit/import are
# judgments carried on classify_shapes(..., uses=[...]).
USE_BASES = ("reference", "hook", "agent", "audit", "import")
class CodeShapeUse(Base):
"""One consumption edge: shape → canonical snippet it calls/uses.
Conformance (CodeShape.status/snippet_id) answers "what shape is this";
this table answers "what does it use" — many per shape. A service function
that is an instance of the service-function convention AND a consumer of
hash_token has one snippet_id and one uses edge. Cascades with both ends:
a use of a deleted snippet is no longer a fact worth keeping.
"""
__tablename__ = "code_shape_uses"
__table_args__ = (
UniqueConstraint("shape_id", "snippet_id", name="uq_code_shape_uses_shape_snippet"),
Index("ix_code_shape_uses_snippet", "snippet_id"),
)
id: Mapped[int] = mapped_column(primary_key=True)
shape_id: Mapped[int] = mapped_column(
Integer, ForeignKey("code_shapes.id", ondelete="CASCADE"), nullable=False
)
snippet_id: Mapped[int] = mapped_column(
Integer, ForeignKey("notes.id", ondelete="CASCADE"), nullable=False
)
basis: Mapped[str] = mapped_column(Text, nullable=False)
evidence: Mapped[str | None] = mapped_column(Text, nullable=True)
created_at: Mapped[datetime] = mapped_column(
DateTime(timezone=True), nullable=False, default=lambda: datetime.now(timezone.utc)
)
def to_dict(self) -> dict:
return {
"id": self.id,
"shape_id": self.shape_id,
"snippet_id": self.snippet_id,
"basis": self.basis,
"evidence": self.evidence,
"created_at": iso(self.created_at),
}
# How a consumer edge was established. `template` is the
# sync's mechanical read of a file's markup (class= / :class= / className=);
# the vocabulary is a list so a later basis (a stylesheet `@apply`, a script's
# classList) has a name without a schema change.
CONSUMER_BASES = ("template",)
class CodeShapeConsumer(Base):
"""One consumer edge: CSS shape → the file whose markup names its class
(CSS is watched by name, by recipe, by token and by WHAT USES IT). The
analogue of CodeShapeUse for styling: `uses`
says what a shape calls, this says who renders a class. Rows, not prose,
so "is this recipe shared or scoped?" is a count, not a guess.
Mechanical and fully recomputable: every coverage sync rebuilds a repo's
edges from its archive, so the table is not backed up (see
services/backup._NOT_INCLUDED). Cascades with the shape.
"""
__tablename__ = "code_shape_consumers"
__table_args__ = (
UniqueConstraint("shape_id", "path", name="uq_code_shape_consumers_shape_path"),
)
id: Mapped[int] = mapped_column(primary_key=True)
shape_id: Mapped[int] = mapped_column(
Integer, ForeignKey("code_shapes.id", ondelete="CASCADE"), nullable=False
)
path: Mapped[str] = mapped_column(Text, nullable=False)
count: Mapped[int] = mapped_column(Integer, nullable=False, default=1)
basis: Mapped[str] = mapped_column(Text, nullable=False, default="template")
created_at: Mapped[datetime] = mapped_column(
DateTime(timezone=True), nullable=False, default=lambda: datetime.now(timezone.utc)
)
def to_dict(self) -> dict:
return {
"id": self.id,
"shape_id": self.shape_id,
"path": self.path,
"count": self.count,
"basis": self.basis,
"created_at": iso(self.created_at),
}
# What a shape's history records. Not "appeared" — first_seen and
# created_at already say that on the row; history is for what CHANGED:
SHAPE_EVENTS = ("classified", "vanished", "reappeared", "drifted")
class CodeShapeEvent(Base):
"""One state change in a shape's life — the what-was-used-when record.
"We used #N here from <date>, #M replaced it at commit C, reason R" is a
question the ledger row alone cannot answer once it has moved on; this
table keeps each judgment (status, snippet, who, why, at which commit)
and each presence change (vanished / reappeared / drifted) as it
happened. Denormalised path/symbol/kind so a directory's history reads
without joining; `snippet_id` is deliberately FK-free — history outlives
the snippet it names, which is the point.
"""
__tablename__ = "code_shape_events"
__table_args__ = (
Index("ix_code_shape_events_shape", "shape_id", "at"),
Index("ix_code_shape_events_project_path", "project_id", "path"),
)
id: Mapped[int] = mapped_column(primary_key=True)
shape_id: Mapped[int] = mapped_column(
Integer, ForeignKey("code_shapes.id", ondelete="CASCADE"), nullable=False
)
project_id: Mapped[int] = mapped_column(Integer, nullable=False)
path: Mapped[str] = mapped_column(Text, nullable=False)
symbol: Mapped[str] = mapped_column(Text, nullable=False)
kind: Mapped[str] = mapped_column(Text, nullable=False)
event: Mapped[str] = mapped_column(Text, nullable=False)
status: Mapped[str | None] = mapped_column(Text, nullable=True)
snippet_id: Mapped[int | None] = mapped_column(BigInteger, nullable=True)
classified_by: Mapped[str | None] = mapped_column(Text, nullable=True)
reason: Mapped[str | None] = mapped_column(Text, nullable=True)
commit: Mapped[str] = mapped_column(Text, default="")
at: Mapped[datetime] = mapped_column(DateTime(timezone=True), nullable=False)
def to_dict(self) -> dict:
return {
"id": self.id,
"shape_id": self.shape_id,
"project_id": self.project_id,
"path": self.path,
"symbol": self.symbol,
"kind": self.kind,
"event": self.event,
"status": self.status,
"snippet_id": self.snippet_id,
"classified_by": self.classified_by,
"reason": self.reason,
"commit": self.commit,
"at": iso(self.at),
}
src/grimoire/models/design_system.py
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"""Design systems — a stylesheet held as records, inherited family -> app.
A DesignSystem is a named set of design tokens with an OPTIONAL parent, and that
single self-FK is the whole model. A system with no parent is a family system; a
system WITH one holds only what it changes. "What does this app alter?" is
therefore `list its tokens` — nothing to compute, nothing to diff — which is why
inheritance won over a flat family-plus-loose-overrides shape.
Resolution walks the chain and lets the deepest system win by token name. That
is the CSS cascade rather than an analogy to it, which is why the storage model
and the stylesheet model come out the same shape.
`parent_id` also replaces two things the rulebook model needs to express the same
idea: an `always_on` flag (a family system is simply one with no parent) and a
subscription join table (a project points at ONE system, and the chain supplies
the rest). Less schema for more structure.
"""
from sqlalchemy import BigInteger, ForeignKey, Index, Integer, Text, text
from sqlalchemy.dialects.postgresql import JSONB
from sqlalchemy.orm import Mapped, mapped_column
from grimoire.models import Base
from grimoire.models.base import SoftDeleteMixin, TimestampMixin, iso
class DesignSystem(Base, TimestampMixin, SoftDeleteMixin):
__tablename__ = "design_systems"
id: Mapped[int] = mapped_column(BigInteger, primary_key=True)
owner_user_id: Mapped[int] = mapped_column(
BigInteger, ForeignKey("users.id", ondelete="CASCADE"), index=True
)
title: Mapped[str] = mapped_column(Text)
description: Mapped[str | None] = mapped_column(Text, nullable=True)
# The narrative a token table cannot hold: aesthetic, voice and tone, what
# is deliberately out of scope. Free-form markdown rather than a column per
# category — a schema with `voice`/`aesthetic`/`scope` columns would bake one
# rulebook's table of contents into every install.
guidance: Mapped[str | None] = mapped_column(Text, nullable=True)
# SET NULL, not CASCADE: deleting a family system must not delete every app
# system that inherited from it. Orphaning turns each child into a root that
# still holds its own overrides — recoverable. A cascade would destroy data
# the operator never asked to touch.
parent_id: Mapped[int | None] = mapped_column(
BigInteger,
ForeignKey("design_systems.id", ondelete="SET NULL"),
nullable=True,
index=True,
)
def to_dict(self) -> dict:
return {
"id": self.id,
"owner_user_id": self.owner_user_id,
"title": self.title,
"description": self.description or "",
"guidance": self.guidance or "",
"parent_id": self.parent_id,
"created_at": iso(self.created_at),
"updated_at": iso(self.updated_at),
}
class DesignToken(Base, TimestampMixin, SoftDeleteMixin):
"""One custom property in one system: its name, and its value per mode.
`value_by_mode` is a JSONB map of mode -> value, e.g.
`{"base": "#f7f5ef", "dark": "#14171a"}`. Three reasons it beats a pair of
`value_light` / `value_dark` columns here:
- **Absence means one thing.** In a child system an unset mode means
"inherit"; in a root it would have to mean "not mode-dependent". With
columns those are both NULL and the resolver cannot tell them apart. With
a map, resolution is `{**parent_map, **child_map}` at every level —
one rule, no special case for roots.
- **Per-mode overrides are already real.** A palette rule in this operator's
own kit deepens one accent on light backgrounds for contrast while
leaving the dark value alone. Mode is a second override axis, not a
second column.
- **Nothing filters tokens by value in SQL.** Drift comparison resolves the
set first and compares in the client; the importer diffs in Python. The
queryability columns would buy is for a query no caller makes.
The cost is real — a third mode is data rather than schema, so the DB will
not reject a typo'd mode key. That is the trade taken.
NOT NULL with a `{}` default deliberately: a JSONB column otherwise has two
empty states (SQL NULL and JSON null) and code has to test for both.
"""
__tablename__ = "design_tokens"
__table_args__ = (
# Partial unique: a name is unique among LIVE tokens in a system, so a
# trashed token doesn't block recreating the same name. Two live rows
# named `--fs-obsidian` in one system is a duplicate definition, and the
# cascade would pick between them arbitrarily.
Index(
"uq_token_per_design_system", "design_system_id", "name",
unique=True, postgresql_where=text("deleted_at IS NULL"),
),
)
id: Mapped[int] = mapped_column(BigInteger, primary_key=True)
design_system_id: Mapped[int] = mapped_column(
BigInteger, ForeignKey("design_systems.id", ondelete="CASCADE"), index=True
)
name: Mapped[str] = mapped_column(Text)
# Named for what it holds rather than the bare word `values`, which is
# reserved in SQL — the same reason `group_name` is not `group`.
value_by_mode: Mapped[dict] = mapped_column(
JSONB, nullable=False, default=dict, server_default=text("'{}'::jsonb")
)
# `group` is a reserved word in SQL; `group_name` throughout — model, column
# and payload — so no layer has to remember which spelling it is on.
# Free text, not a CHECK enum: groupings are the design system's own
# vocabulary, and a whitelist would bake one install's kit into the schema.
group_name: Mapped[str | None] = mapped_column(Text, nullable=True)
purpose: Mapped[str | None] = mapped_column(Text, nullable=True)
# WHY this token is this value — a different question from `purpose`, which
# is what it is FOR. "Deliberately the same value as the primary action
# colour" is a rationale; "page background, deepest surface" is a purpose.
# Design guidance carries the first routinely and a token row had nowhere to
# put it.
rationale: Mapped[str | None] = mapped_column(Text, nullable=True)
# Literal values this token should be used INSTEAD OF, e.g. ["#fff",
# "#ffffff"] on a text-on-action token.
#
# This is how a design system records the thing a prohibition was trying to
# say. "Pure white is never text" is the shadow of a positive fact — some
# other colour IS the text colour — and a system that stores what things ARE
# has no row for a ban.
# Recording the replacement keeps the check and makes it actionable: a
# finding can name what to write instead of merely objecting.
#
# It has to be DECLARED rather than inferred, because the superseded literal
# and the token's own value are usually different colours entirely. No
# value-matching rule could ever connect them.
#
# Consumed by the source lint, not by the drift panel: these
# literals live in component CSS, which the panel cannot see and says so.
supersedes: Mapped[list] = mapped_column(
JSONB, nullable=False, default=list, server_default=text("'[]'::jsonb")
)
order_index: Mapped[int] = mapped_column(Integer, default=0, server_default="0")
def to_dict(self) -> dict:
return {
"id": self.id,
"design_system_id": self.design_system_id,
"name": self.name,
"value_by_mode": self.value_by_mode or {},
"group_name": self.group_name,
"purpose": self.purpose,
"rationale": self.rationale,
"supersedes": self.supersedes or [],
"order_index": self.order_index,
"created_at": iso(self.created_at),
"updated_at": iso(self.updated_at),
}
src/grimoire/models/embedding.py
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from datetime import datetime, timezone
from pgvector.sqlalchemy import Vector
from sqlalchemy import BigInteger, DateTime, ForeignKey, Integer, Text
from sqlalchemy.orm import Mapped, mapped_column
from grimoire.models import Base
# bge-small-en-v1.5 produces 384-dim unit-normalized vectors. The column is a
# native pgvector `vector(384)` (see migration 0067) so similarity is ranked in
# Postgres by `<=>` rather than by a full-table Python cosine scan. The semantic
# searches rank the CALLER'S in-scope chunks exactly rather than through the
# HNSW index, which ranks before it filters (see embeddings._rank_scoped).
EMBEDDING_DIM = 384
class NoteEmbedding(Base):
"""One embedding vector per CHUNK of a note (migration 0077).
The model reads at most 512 tokens, so a single whole-document vector
permanently lost everything past ~400 words. A note now stores one row per
chunk of `embeddings.chunk_document`, and a query matches the note if it
matches ANY chunk — retrieval collapses rows to best-chunk-per-note.
A short note has exactly one row (chunk_index 0) whose text is the
historical `title\\nbody` shape.
"""
__tablename__ = "note_embeddings"
note_id: Mapped[int] = mapped_column(
Integer,
ForeignKey("notes.id", ondelete="CASCADE"),
primary_key=True,
)
chunk_index: Mapped[int] = mapped_column(Integer, primary_key=True)
user_id: Mapped[int] = mapped_column(Integer, nullable=False, index=True)
embedding: Mapped[list] = mapped_column(Vector(EMBEDDING_DIM), nullable=False)
# Exactly what this vector encodes — inspectable when a ranking surprises,
# and the hook for surfacing WHICH section matched, later.
chunk_text: Mapped[str] = mapped_column(Text, nullable=False)
# embeddings.CHUNKER_VERSION at write time. The startup backfill re-embeds
# any note whose rows carry a stale version — shape changes become a
# version bump instead of a table wipe.
chunker_version: Mapped[int] = mapped_column(Integer, nullable=False)
# embeddings.EMBEDDING_MODEL at write time — the SPACE the vector lives in.
# The column is `vector(384)`, a width and not an identity, so a
# swap to another 384-dim model writes a second geometry beside the first
# with no error, and cosine across the two is a number that means nothing.
# The version above says what text was embedded; this says in whose
# geometry. Either one moving makes the row stale, and the backfill
# re-embeds on both.
embedding_model: Mapped[str] = mapped_column(Text, nullable=False)
updated_at: Mapped[datetime] = mapped_column(
DateTime(timezone=True),
default=lambda: datetime.now(timezone.utc),
)
class RuleEmbedding(Base):
"""One embedding vector per CHUNK of a rule.
A SIBLING of NoteEmbedding rather than a generalisation of it, decided
deliberately. The reasoning below is the general test for when a record
type earns its own embedding table; the later siblings apply it too.
- The embedding ROW could have been made polymorphic. The SEARCH could not.
`semantic_search_notes` is a long function of Note-specific scoping —
the visibility clause, the supersession penalty, note_type/task_kind and
system filters — and a rule shares none of it. Rules scope by rulebook
ownership and project applicability instead.
- Generalising the row while still needing two searches is the worst of
both: a polymorphic key with referential integrity to neither table, on
the path every session start runs, to share four columns.
- What is genuinely common is BEHAVIOUR, not storage — get_embedding,
chunk_document, embedding_text and CHUNKER_VERSION are already free
functions and are reused as-is. Sharing those is the DRY win; sharing
the table would have been the DRY costume.
No `user_id`: NoteEmbedding carries one and its own search deliberately
ignores it (scoping on the note instead, or shared records become
unreachable). Rather than repeat a column that exists to be ignored, a
rule's reach is resolved by joining the rule.
"""
__tablename__ = "rule_embeddings"
rule_id: Mapped[int] = mapped_column(
BigInteger,
ForeignKey("rules.id", ondelete="CASCADE"),
primary_key=True,
)
chunk_index: Mapped[int] = mapped_column(Integer, primary_key=True)
embedding: Mapped[list] = mapped_column(Vector(EMBEDDING_DIM), nullable=False)
# Exactly what this vector encodes — inspectable when a ranking surprises.
# For a rule this is the trigger-first document, NOT the rule's `why`:
# `why` is incident narrative and drags every rule toward one centroid.
chunk_text: Mapped[str] = mapped_column(Text, nullable=False)
chunker_version: Mapped[int] = mapped_column(Integer, nullable=False)
embedding_model: Mapped[str] = mapped_column(Text, nullable=False) # see NoteEmbedding
updated_at: Mapped[datetime] = mapped_column(
DateTime(timezone=True),
default=lambda: datetime.now(timezone.utc),
)
class MilestoneEmbedding(Base):
"""One embedding vector per CHUNK of a milestone.
The third sibling, for RuleEmbedding's reason: the row could be shared, the
search cannot. A milestone is scoped by its project, has no share of its
own, and is searched to answer one question — "is there already a plan for
this?" — which no note or rule search can answer, because a plan is not a
note. Without it, a roadmap written as milestones is invisible to recall,
and a later plan gets opened as a new milestone beside the one that
already describes it.
The document is the title, the one-line description and the plan body, the
parts a reader uses to recognise a plan. Derived data: the startup backfill
regenerates it, which is also how a chunker-version bump is handled.
"""
__tablename__ = "milestone_embeddings"
milestone_id: Mapped[int] = mapped_column(
Integer,
ForeignKey("milestones.id", ondelete="CASCADE"),
primary_key=True,
)
chunk_index: Mapped[int] = mapped_column(Integer, primary_key=True)
embedding: Mapped[list] = mapped_column(Vector(EMBEDDING_DIM), nullable=False)
chunk_text: Mapped[str] = mapped_column(Text, nullable=False)
chunker_version: Mapped[int] = mapped_column(Integer, nullable=False)
embedding_model: Mapped[str] = mapped_column(Text, nullable=False) # see NoteEmbedding
updated_at: Mapped[datetime] = mapped_column(
DateTime(timezone=True),
default=lambda: datetime.now(timezone.utc),
)
class SystemEmbedding(Base):
"""One embedding vector per CHUNK of a System's charter.
The fourth sibling, for the same reason as the others: the row could be
shared, the search cannot. A System's `description` is a charter —
several hundred words saying what belongs in that area and what does not —
and it is the answer to "which part of this codebase does X live in".
Without it there is no semantic path to one: `list_systems` enumerates,
and `search(system_id=…)` uses a System as a FILTER over notes, so a System
could narrow a search and never be the answer to one.
"Where does this belong?" is a different question from "what prior art is
there?", which is why this is its own search rather than a note_type: a
charter competing with two thousand notes for the same top-k would be
outranked by the records filed under it, and the right answer would be
crowded out by its own contents.
The document is the name and the charter. Derived data: the startup
backfill regenerates it, which is also how a chunker-version bump is
handled.
"""
__tablename__ = "system_embeddings"
system_id: Mapped[int] = mapped_column(
Integer,
ForeignKey("systems.id", ondelete="CASCADE"),
primary_key=True,
)
chunk_index: Mapped[int] = mapped_column(Integer, primary_key=True)
embedding: Mapped[list] = mapped_column(Vector(EMBEDDING_DIM), nullable=False)
chunk_text: Mapped[str] = mapped_column(Text, nullable=False)
chunker_version: Mapped[int] = mapped_column(Integer, nullable=False)
embedding_model: Mapped[str] = mapped_column(Text, nullable=False) # see NoteEmbedding
updated_at: Mapped[datetime] = mapped_column(
DateTime(timezone=True),
default=lambda: datetime.now(timezone.utc),
)
src/grimoire/models/family.py
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"""Family canon: ideas that every project on a platform shares,
and each project's recorded answer to them.
A FAMILY IDEA is not a new kind of record. It is an existing `notes` row — a
note, a snippet, a lesson — that has been given a platform scope. The note
carries the idea (when it applies, the traps, the checklist, the incidents
behind them); an optional rulebook topic carries the norms that bind; snippets
are the reference implementations, one per language. A new record type would
be one more thing reached for interchangeably with rules, processes, snippets
and design systems, and nothing here needs one.
What is shared is the IDEA, not the code. Each project implements it in its own
language; identical code is a by-product and never the test.
The tables, and the one job each does:
- `platforms` — the global catalog of what a project can be built on or ship
as. Same shape and reasoning as `canonical_systems`: no owner, so the same
word means the same thing in every project on the install.
- `project_platforms` — which platforms a project is. Membership is how
"is this in family?" stops being a judgment made per idea and becomes a
lookup.
- `family_ideas` — a note's family state: candidate, canon or retired, its
applicability test, its canon version, its linked rule topic.
- `family_idea_platforms` — the platforms an idea is for. The ONLY scope
source: a linked topic carries no platforms of its own, so the two can
never disagree. The scope decides which projects owe the idea an answer;
the topic's rules still reach a session by ordinary rule retrieval.
- `family_idea_references` — the reference implementations.
- `family_adoptions` — one row per (project, idea): the project's answer.
- `family_decisions` — the append-only log of every promotion and every
ledger change, with its reason and the earlier decisions it followed. The
agent makes these calls with no approval step, so the log is how they stay
consistent (precedent) and how a person reviews or undoes one.
"""
from datetime import datetime
from sqlalchemy import (
BigInteger, DateTime, ForeignKey, Index, Integer, Text, text,
)
from sqlalchemy.dialects.postgresql import JSONB
from sqlalchemy.orm import Mapped, mapped_column
from grimoire.models import Base
from grimoire.models.base import CreatedAtMixin, SoftDeleteMixin, TimestampMixin, iso
# Each tuple is the whitelist its CHECK constraint enforces (migration 0120).
# A new value means DROP + ADD CONSTRAINT in the same migration.
MEMBERSHIP_STATES = ("declared", "detected", "rejected")
IDEA_STATUSES = ("candidate", "canon", "retired")
ADOPTION_STATUSES = ("unassessed", "adopted", "variant", "exempt", "owed")
# The two adoption answers that are a departure, and so must say why.
REASONED_STATUSES = ("variant", "exempt")
DECISION_ACTIONS = ("propose", "promote", "revise", "retire", "assess", "undo")
DECIDERS = ("agent", "operator", "system")
class Platform(Base, TimestampMixin, SoftDeleteMixin):
"""What a project is built on or ships as — a runtime, a delivery channel
or a toolchain whose own behaviour causes the problems a family idea
answers.
FLAT, deliberately. A project declares several, and an idea is for
several, so "Android app and container image" needs no hierarchy to
express. Applicability narrower than a platform (an idea that only matters
to a sideloaded APK, not a store-distributed one) belongs in the idea's
`applies_when`, where a project it does not fit answers `exempt` with the
reason. Splitting platforms to carry that would grow the catalog every
time an idea got more specific.
GLOBAL, like `canonical_systems`: no owner, so a shared project inherits
the vocabulary rather than re-earning it. `slug` is the match key and the
form a backup carries, since ids are per-install.
`markers` are glob patterns over a bound repo's paths that suggest a
project is this platform (platform detection). A pattern without a slash
matches a file's basename anywhere in the tree; one with a slash matches
the repo-relative path. Empty means declare-only: some platforms leave no
reliable file behind.
"""
__tablename__ = "platforms"
id: Mapped[int] = mapped_column(Integer, primary_key=True)
name: Mapped[str] = mapped_column(Text, nullable=False)
slug: Mapped[str] = mapped_column(Text, nullable=False)
description: Mapped[str | None] = mapped_column(Text, nullable=True)
markers: Mapped[list] = mapped_column(
JSONB, default=list, server_default=text("'[]'::jsonb"),
)
order_index: Mapped[int] = mapped_column(Integer, default=0, server_default="0")
__table_args__ = (
# Unique among LIVE rows, so a retired entry doesn't block recreating
# the same platform (the canonical_systems convention).
Index(
"uq_platforms_slug", "slug",
unique=True, postgresql_where=text("deleted_at IS NULL"),
),
)
def to_dict(self) -> dict:
return {
"id": self.id,
"name": self.name,
"slug": self.slug,
"description": self.description,
"markers": list(self.markers or []),
"order_index": self.order_index,
"created_at": iso(self.created_at),
"updated_at": iso(self.updated_at),
}
class ProjectPlatform(Base, CreatedAtMixin):
"""A project's answer to "are you this platform?".
Three states, because detection is automatic and must not be able to
override a person:
- ``declared`` — someone said so (at inception or in settings).
- ``detected`` — a marker in a bound repo said so.
- ``rejected`` — someone said NO. Kept as a row rather than deleted, so the
next refresh does not detect it straight back. Not membership.
Only `declared` and `detected` make a project a member of the platform's
family.
"""
__tablename__ = "project_platforms"
project_id: Mapped[int] = mapped_column(
Integer, ForeignKey("projects.id", ondelete="CASCADE"), primary_key=True,
)
platform_id: Mapped[int] = mapped_column(
Integer, ForeignKey("platforms.id", ondelete="CASCADE"), primary_key=True,
index=True,
)
# CHECK ck_project_platforms_state (migration 0120).
state: Mapped[str] = mapped_column(Text, default="declared", server_default="declared")
def to_dict(self) -> dict:
return {
"project_id": self.project_id,
"platform_id": self.platform_id,
"state": self.state,
"created_at": iso(self.created_at),
}
class FamilyIdea(Base, TimestampMixin):
"""A note's family state. Its presence is what makes the note a family
idea; the note itself is unchanged.
- ``candidate`` — recorded, not yet proven or not yet stated in platform
terms. Reaches nobody's ledger.
- ``canon`` — promoted. Every project on its platforms owes it an answer.
- ``retired`` — demoted. Kept, with its ledger, so the history reads.
`applies_when` is the applicability test every assessment starts from —
stated in platform terms, which is the first promotion criterion. A CHECK
refuses canon without one, so that criterion is the schema's to enforce
and not a sentence a session might skip.
`canon_version` moves whenever the idea's substance changes. An adoption
assessed against an older version needs rechecking — which is DERIVED by
comparing the two numbers, never stored as a flag that could go stale.
`topic_id` is the rule topic holding the idea's binding norms, if it has
any, set by `set_topic`. The topic
never carries platforms of its own; the idea's readouts list its rules,
so an assessment judges a project against them.
"""
__tablename__ = "family_ideas"
note_id: Mapped[int] = mapped_column(
Integer, ForeignKey("notes.id", ondelete="CASCADE"), primary_key=True,
)
# CHECK ck_family_ideas_status (migration 0120).
status: Mapped[str] = mapped_column(Text, default="candidate", server_default="candidate")
# CHECK ck_family_ideas_canon_applies (migration 0120).
applies_when: Mapped[str | None] = mapped_column(Text, nullable=True)
canon_version: Mapped[int] = mapped_column(Integer, default=1, server_default="1")
topic_id: Mapped[int | None] = mapped_column(
BigInteger, ForeignKey("rulebook_topics.id", ondelete="SET NULL"), nullable=True,
)
__table_args__ = (
# One idea per topic: a topic's norms belong to one standard.
Index(
"uq_family_ideas_topic", "topic_id",
unique=True, postgresql_where=text("topic_id IS NOT NULL"),
),
Index("ix_family_ideas_status", "status"),
)
def to_dict(self) -> dict:
return {
"note_id": self.note_id,
"status": self.status,
"applies_when": self.applies_when or "",
"canon_version": self.canon_version,
"topic_id": self.topic_id,
"created_at": iso(self.created_at),
"updated_at": iso(self.updated_at),
}
class FamilyIdeaPlatform(Base, CreatedAtMixin):
"""A platform an idea is for. A join table with a model so the backup's
column guard can see it, and so the reverse lookup — every idea for a
platform — has an index."""
__tablename__ = "family_idea_platforms"
note_id: Mapped[int] = mapped_column(
Integer, ForeignKey("family_ideas.note_id", ondelete="CASCADE"), primary_key=True,
)
platform_id: Mapped[int] = mapped_column(
Integer, ForeignKey("platforms.id", ondelete="CASCADE"), primary_key=True,
index=True,
)
class FamilyIdeaReference(Base, CreatedAtMixin):
"""A reference implementation of an idea: a snippet a project can start
from. Explicit rather than inferred, because an owed task names "the
reference for your language", and a guess there sends a project to copy
the wrong thing. The snippet's language is read from the snippet."""
__tablename__ = "family_idea_references"
idea_id: Mapped[int] = mapped_column(
Integer, ForeignKey("family_ideas.note_id", ondelete="CASCADE"), primary_key=True,
)
snippet_id: Mapped[int] = mapped_column(
Integer, ForeignKey("notes.id", ondelete="CASCADE"), primary_key=True,
index=True,
)
class FamilyAdoption(Base, TimestampMixin):
"""One project's answer to one family idea — the adoption ledger.
- ``unassessed`` — the idea reached the project and nobody has judged it.
- ``adopted`` — the project does it.
- ``variant`` — the project departs, for a reason that names a fact about
itself the canon did not account for. A preference is not a reason.
- ``exempt`` — the idea's `applies_when` is false for this project.
- ``owed`` — it applies, there is no reason to depart, and it is not done
yet. `owed_task_id` is the task filed in THIS project to do it.
`reason` is required for variant and exempt (CHECK), because those two are
the departures and the reason is the whole record. `canon_version` is the
idea version this answer was given against; NULL while unassessed.
The row is the CURRENT answer. How it got there — the reasons at each step
and the precedents each followed — is in `family_decisions`.
"""
__tablename__ = "family_adoptions"
id: Mapped[int] = mapped_column(BigInteger, primary_key=True)
project_id: Mapped[int] = mapped_column(
Integer, ForeignKey("projects.id", ondelete="CASCADE"), index=True,
)
idea_id: Mapped[int] = mapped_column(
Integer, ForeignKey("family_ideas.note_id", ondelete="CASCADE"), index=True,
)
# CHECK ck_family_adoptions_status and ck_family_adoptions_reason (0120).
status: Mapped[str] = mapped_column(Text, default="unassessed", server_default="unassessed")
reason: Mapped[str | None] = mapped_column(Text, nullable=True)
canon_version: Mapped[int | None] = mapped_column(Integer, nullable=True)
assessed_at: Mapped[datetime | None] = mapped_column(DateTime(timezone=True), nullable=True)
# CHECK ck_family_adoptions_decided_via (0120). NULL while unassessed.
decided_via: Mapped[str | None] = mapped_column(Text, nullable=True)
owed_task_id: Mapped[int | None] = mapped_column(
Integer, ForeignKey("notes.id", ondelete="SET NULL"), nullable=True,
)
__table_args__ = (
Index("uq_family_adoptions_pair", "project_id", "idea_id", unique=True),
)
def to_dict(self) -> dict:
return {
"id": self.id,
"project_id": self.project_id,
"idea_id": self.idea_id,
"status": self.status,
"reason": self.reason or "",
"canon_version": self.canon_version,
"assessed_at": iso(self.assessed_at),
"decided_via": self.decided_via,
"owed_task_id": self.owed_task_id,
"created_at": iso(self.created_at),
"updated_at": iso(self.updated_at),
}
class FamilyDecision(Base, CreatedAtMixin):
"""One decision about family canon — append-only.
`project_id` is NULL for a decision about the idea itself (propose,
promote, revise, retire) and set for a decision about one project's
answer (assess). `undo` reverses an earlier decision and names it in
`evidence`.
`before` and `after` are STATE snapshots — status, version, reason — and
deliberately hold no foreign ids: an id inside JSON cannot be remapped by a
restore, and would come back pointing at whatever took that number. The ids this row needs are columns.
`precedent_ids` are the earlier decisions this one followed. They are what
keeps a call consistent with the last similar one when no person approves
either, so they are a list of ids into this same table, remapped at
restore through the decision map.
"""
__tablename__ = "family_decisions"
id: Mapped[int] = mapped_column(BigInteger, primary_key=True)
idea_id: Mapped[int] = mapped_column(
Integer, ForeignKey("family_ideas.note_id", ondelete="CASCADE"), index=True,
)
project_id: Mapped[int | None] = mapped_column(
Integer, ForeignKey("projects.id", ondelete="CASCADE"), nullable=True, index=True,
)
# CHECK ck_family_decisions_action (0120).
action: Mapped[str] = mapped_column(Text)
reason: Mapped[str] = mapped_column(Text)
before: Mapped[dict | None] = mapped_column(JSONB, nullable=True)
after: Mapped[dict | None] = mapped_column(JSONB, nullable=True)
evidence: Mapped[dict | None] = mapped_column(JSONB, nullable=True)
precedent_ids: Mapped[list] = mapped_column(
JSONB, default=list, server_default=text("'[]'::jsonb"),
)
# CHECK ck_family_decisions_decided_via (0120).
decided_via: Mapped[str] = mapped_column(Text, default="agent", server_default="agent")
# Who was acting — the session's user. The decider KIND is decided_via.
user_id: Mapped[int | None] = mapped_column(
Integer, ForeignKey("users.id", ondelete="SET NULL"), nullable=True,
)
def to_dict(self) -> dict:
return {
"id": self.id,
"idea_id": self.idea_id,
"project_id": self.project_id,
"action": self.action,
"reason": self.reason,
"before": self.before,
"after": self.after,
"evidence": self.evidence or {},
"precedent_ids": list(self.precedent_ids or []),
"decided_via": self.decided_via,
"user_id": self.user_id,
"created_at": iso(self.created_at),
}
def to_brief(self) -> dict:
"""The decision as a reader WEIGHING it needs it: what was decided,
why — once — and the state it moved between.
Precedents and an idea's history are read in bulk, a handful per
call, and the full row repeats itself: an assessment's reason is
stored again inside `after` (and the prior one inside `before`), and
a promotion's evidence carries the whole criteria reasoning. So a
state here is its status, version and platforms only, and evidence is
the cited list alone. The full row is `to_dict`, which the
decision log serves.
"""
return {
"id": self.id,
"idea_id": self.idea_id,
"project_id": self.project_id,
"action": self.action,
"reason": self.reason,
"before": _brief_state(self.before),
"after": _brief_state(self.after),
"evidence": list((self.evidence or {}).get("evidence") or []),
"created_at": iso(self.created_at),
}
# What a decision's before/after keeps in its brief: the state, not the prose.
_BRIEF_STATE_KEYS = ("status", "canon_version", "platforms")
def _brief_state(state: dict | None) -> dict | None:
if state is None:
return None
return {k: state[k] for k in _BRIEF_STATE_KEYS if k in state}
src/grimoire/models/forge_connection.py
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from sqlalchemy import ForeignKey, Integer, Text, UniqueConstraint
from sqlalchemy.orm import Mapped, mapped_column
from grimoire.models import Base
from grimoire.models.base import TimestampMixin, iso
class ForgeConnection(Base, TimestampMixin):
"""One user's read-only credential for one git forge host.
The keyring model: a user owns a set of connections and every server-side
forge read for a project runs on the PROJECT OWNER's set, resolved by the
repo's host. One row per (user, host) — the repo's host picks the
connection deterministically, so there is no "default forge" pointer to
maintain or tie-break.
`host` is derived from `base_url` at write time and stored because it is
the lookup key; the service layer keeps the two in step. The token is a
secret: it is stored sealed (services/secrets.py — read it through
services.forge_connections.connection_token), to_dict never includes it,
and no route may return it.
"""
__tablename__ = "forge_connections"
__table_args__ = (
UniqueConstraint("user_id", "host", name="uq_forge_connections_user_host"),
)
id: Mapped[int] = mapped_column(primary_key=True)
user_id: Mapped[int] = mapped_column(
Integer, ForeignKey("users.id", ondelete="CASCADE"), nullable=False
)
kind: Mapped[str] = mapped_column(Text, nullable=False)
base_url: Mapped[str] = mapped_column(Text, nullable=False)
host: Mapped[str] = mapped_column(Text, nullable=False)
token_sealed: Mapped[str] = mapped_column(Text, nullable=False)
def to_dict(self) -> dict:
return {
"id": self.id,
"user_id": self.user_id,
"kind": self.kind,
"base_url": self.base_url,
"host": self.host,
"created_at": iso(self.created_at),
"updated_at": iso(self.updated_at),
}
src/grimoire/models/group.py
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from datetime import datetime, timezone
from sqlalchemy import ForeignKey, Integer, Text, UniqueConstraint
from sqlalchemy.orm import Mapped, mapped_column, relationship
from grimoire.models import Base
from grimoire.models.base import CreatedAtMixin, TimestampMixin, iso
class Group(Base, TimestampMixin):
__tablename__ = "groups"
id: Mapped[int] = mapped_column(Integer, primary_key=True)
name: Mapped[str] = mapped_column(Text, nullable=False, unique=True)
description: Mapped[str | None] = mapped_column(Text)
created_by: Mapped[int | None] = mapped_column(
Integer, ForeignKey("users.id", ondelete="SET NULL")
)
memberships: Mapped[list["GroupMembership"]] = relationship(
"GroupMembership", back_populates="group", cascade="all, delete-orphan"
)
def to_dict(self) -> dict:
return {
"id": self.id,
"name": self.name,
"description": self.description,
"created_by": self.created_by,
"created_at": iso(self.created_at),
"updated_at": iso(self.updated_at),
}
class GroupMembership(Base, CreatedAtMixin):
__tablename__ = "group_memberships"
__table_args__ = (UniqueConstraint("group_id", "user_id", name="uq_gm_group_user"),)
id: Mapped[int] = mapped_column(Integer, primary_key=True)
group_id: Mapped[int] = mapped_column(
Integer, ForeignKey("groups.id", ondelete="CASCADE"), nullable=False
)
user_id: Mapped[int] = mapped_column(
Integer, ForeignKey("users.id", ondelete="CASCADE"), nullable=False
)
role: Mapped[str] = mapped_column(Text, nullable=False, default="member")
group: Mapped["Group"] = relationship("Group", back_populates="memberships")
def to_dict(self) -> dict:
return {
"id": self.id,
"group_id": self.group_id,
"user_id": self.user_id,
"role": self.role,
"created_at": iso(self.created_at),
}
src/grimoire/models/invitation.py
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from datetime import datetime, timezone
from sqlalchemy import Boolean, DateTime, ForeignKey, Index, Text
from sqlalchemy.orm import Mapped, mapped_column
from grimoire.models import Base
from grimoire.models.base import CreatedAtMixin
class InvitationToken(Base, CreatedAtMixin):
__tablename__ = "invitation_tokens"
id: Mapped[int] = mapped_column(primary_key=True)
email: Mapped[str] = mapped_column(Text, nullable=False)
token_hash: Mapped[str] = mapped_column(Text, nullable=False, unique=True)
invited_by: Mapped[int] = mapped_column(ForeignKey("users.id", ondelete="CASCADE"), nullable=False)
expires_at: Mapped[datetime] = mapped_column(DateTime(timezone=True), nullable=False)
used: Mapped[bool] = mapped_column(Boolean, default=False, nullable=False)
__table_args__ = (
Index("ix_invitation_tokens_token_hash", "token_hash"),
Index("ix_invitation_tokens_email", "email"),
)
src/grimoire/models/lesson_rule_link.py
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from datetime import datetime
from sqlalchemy import BigInteger, DateTime, ForeignKey, Integer, Text, UniqueConstraint, func
from sqlalchemy.dialects.postgresql import JSONB
from sqlalchemy.orm import Mapped, mapped_column
from grimoire.models import Base
from grimoire.models.base import CreatedAtMixin, iso
SUGGESTED = "suggested"
CONFIRMED = "confirmed"
REJECTED = "rejected"
# CHECK ck_lesson_rule_links_state (migration 0111).
LINK_STATES = (SUGGESTED, CONFIRMED, REJECTED)
class LessonRuleLink(Base, CreatedAtMixin):
"""A lesson says it is an instance of a rule.
A lesson records one concrete situation; a rule records the binding choice
for a class of them. The link lets the rule be reached through the
situations that keep proving it, and lets a situation with lessons and no
rule be noticed. A lesson never BECOMES a rule — it points at one.
ONE ROW PER PAIR, WITH A STATE, because the operator's design forms a link
in two stages ("a sort of soft and then hard link once it's been proven"):
- ``suggested`` — evidence is accumulating that the two belong together
(they keep arriving in the same request, in distinct situations). It
carries nothing in retrieval: a suggested link that brought its rule
along would manufacture the co-surfacing it counts, and prove itself.
- ``confirmed`` — a judgment said the lesson is an instance of the rule.
The only state that changes what surfaces.
- ``rejected`` — a judgment said it is not. Kept, evidence and all, so the
pair is never proposed again and the reason stays readable.
A table rather than a list on the lesson's `data`: the link needs a foreign
key on both ends (a deleted rule must not leave a lesson pointing at
nothing), a reverse index (a rule lists its lessons), and an id remap at
restore — none of which a JSON list gives.
"""
__tablename__ = "lesson_rule_links"
id: Mapped[int] = mapped_column(BigInteger, primary_key=True)
lesson_id: Mapped[int] = mapped_column(
Integer, ForeignKey("notes.id", ondelete="CASCADE"), index=True,
)
rule_id: Mapped[int] = mapped_column(
BigInteger, ForeignKey("rules.id", ondelete="CASCADE"), index=True,
)
state: Mapped[str] = mapped_column(Text, default=SUGGESTED, server_default=SUGGESTED)
# Why it was confirmed or rejected — the reasoning a later reader needs to
# decide whether it still holds, as a rule relation's `note` is.
note: Mapped[str | None] = mapped_column(Text, nullable=True)
# What the suggestion rests on (filled by the co-surfacing recorder).
# Kept after a judgment so a confirmation can be read beside its evidence.
evidence: Mapped[dict | None] = mapped_column(JSONB, nullable=True)
# When a judgment moved it out of `suggested`. Null while suggested.
judged_at: Mapped[datetime | None] = mapped_column(
DateTime(timezone=True), nullable=True,
)
__table_args__ = (
UniqueConstraint("lesson_id", "rule_id", name="uq_lesson_rule_links_pair"),
)
def to_dict(self) -> dict:
return {
"lesson_id": self.lesson_id,
"rule_id": self.rule_id,
"state": self.state,
"note": self.note or "",
"evidence": self.evidence or {},
"judged_at": iso(self.judged_at),
"created_at": iso(self.created_at),
}
class LessonNoRule(Base):
"""A judgment that no rule governs a lesson's situation.
The third answer to "which rule is this an instance of?", beside naming
one and leaving it open. It is what lets an UNJUDGED lesson be told apart
from one that was looked at and found to stand alone — and a lesson with
no rule is the raw material convergence reads, so the
difference is the whole signal.
A row of its own rather than a key in the lesson's `data`: that column is
a mirror re-composed from the body on every edit (services/lessons.py),
so anything kept there that the body does not render is erased by the
next rewording — and the lesson would silently read as unjudged again.
One row per lesson. Naming a rule later deletes it: "no rule fits" and
"this rule fits" cannot both be the current answer.
"""
__tablename__ = "lesson_no_rule"
lesson_id: Mapped[int] = mapped_column(
Integer, ForeignKey("notes.id", ondelete="CASCADE"), primary_key=True,
)
# Why none fits — required, because "no rule" with no reason cannot be
# re-judged when a rule is later written for the situation.
why: Mapped[str] = mapped_column(Text)
judged_at: Mapped[datetime] = mapped_column(
DateTime(timezone=True), server_default=func.now(),
)
def to_dict(self) -> dict:
return {"why": self.why, "judged_at": iso(self.judged_at)}
src/grimoire/models/milestone.py
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from sqlalchemy import ForeignKey, Integer, Text
from sqlalchemy.orm import Mapped, mapped_column
from grimoire.models import Base
from grimoire.models.base import SoftDeleteMixin, TimestampMixin, iso
class Milestone(Base, TimestampMixin, SoftDeleteMixin):
__tablename__ = "milestones"
id: Mapped[int] = mapped_column(primary_key=True)
user_id: Mapped[int] = mapped_column(Integer, ForeignKey("users.id", ondelete="CASCADE"))
project_id: Mapped[int] = mapped_column(Integer, ForeignKey("projects.id", ondelete="CASCADE"))
title: Mapped[str] = mapped_column(Text, default="")
description: Mapped[str | None] = mapped_column(Text, nullable=True)
# The plan: design/intent/purpose (markdown). The milestone is the plan
# container; its steps live as first-class child tasks (milestone_id), not
# as checkboxes in this body. `description` stays the one-line summary.
body: Mapped[str | None] = mapped_column(Text, nullable=True)
status: Mapped[str] = mapped_column(Text, default="active")
order_index: Mapped[int] = mapped_column(Integer, default=0)
def to_dict(self) -> dict:
return {
"id": self.id,
"user_id": self.user_id,
"project_id": self.project_id,
"title": self.title,
"description": self.description,
"body": self.body,
"status": self.status,
"order_index": self.order_index,
"created_at": iso(self.created_at),
"updated_at": iso(self.updated_at),
}
src/grimoire/models/moment_mapping.py
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from sqlalchemy import BigInteger, ForeignKey, Integer, Text, UniqueConstraint
from sqlalchemy.orm import Mapped, mapped_column
from grimoire.models import Base
from grimoire.models.base import CreatedAtMixin, iso
class MomentMapping(Base, CreatedAtMixin):
"""One install's correction to which actions reach which moment.
The moments are the product's vocabulary and the shipped defaults say how
the common actions reach them (`services/moment_actions.py`). What no
default can know is how THIS operator works: one delivers with a push,
another with `make ship`, a third by publishing a document. A row here is
that local knowledge, written in-session the moment a misfire is noticed.
`effect` is "add" (this action reaches this moment) or "remove" (a shipped
default that misfires here is switched off). Removal is a row rather than
an edit to the defaults because the defaults are code: an install can only
say "not here", and saying so must survive an upgrade that ships the same
default again.
Text rather than a CHECK on `effect`, for retrieval_tuning_events' reason:
the service validates it, and a constraint would buy nothing but
a migration the day a third effect is wanted.
ONE ROW PER (user, tool, match, moment), so mapping the same thing twice
is an update of the reason rather than a duplicate, and an add and a remove
of the same mapping cannot both stand.
CASCADES with the user, unlike the telemetry tables: this is the user's own
configuration, not a history that should outlive them.
"""
__tablename__ = "moment_mappings"
id: Mapped[int] = mapped_column(BigInteger, primary_key=True)
user_id: Mapped[int] = mapped_column(
Integer, ForeignKey("users.id", ondelete="CASCADE"), nullable=False,
)
# The tool as the harness names it, with any MCP server prefix stripped
# (`mcp__plugin_x__update_task` → `update_task`), so a mapping does not
# depend on what an install called its server.
tool: Mapped[str] = mapped_column(Text, nullable=False)
# "" = every call of the tool. For a tool that runs a command, how the
# command starts ("make ship"); for any other tool, `field=value` pairs.
match: Mapped[str] = mapped_column(Text, nullable=False, default="")
moment: Mapped[str] = mapped_column(Text, nullable=False)
effect: Mapped[str] = mapped_column(Text, nullable=False, default="add")
# Why — what misfired, or what this action is for here. Optional at the
# boundary: the correction is usually self-explanatory, and a required
# reason would be friction on the exact in-session fix this table exists
# to make cheap.
reason: Mapped[str] = mapped_column(Text, nullable=False, default="")
# "model" | "human", for retrieval_tuning_events' reason: both act as the
# same user, and "did I do this or did the session?" is the first question.
actor: Mapped[str] = mapped_column(Text, nullable=False, default="model")
__table_args__ = (
UniqueConstraint(
"user_id", "tool", "match", "moment", name="uq_moment_mapping",
),
)
def to_dict(self) -> dict:
return {
"id": self.id,
"tool": self.tool,
"match": self.match,
"moment": self.moment,
"effect": self.effect,
"reason": self.reason,
"actor": self.actor,
"created_at": iso(self.created_at),
}
src/grimoire/models/note.py
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import enum
from datetime import date, datetime
from sqlalchemy import Date, DateTime, ForeignKey, Index, Integer, Text
from sqlalchemy.dialects.postgresql import ARRAY, JSONB
from sqlalchemy.orm import Mapped, mapped_column
from grimoire.models import Base
from grimoire.models.base import SoftDeleteMixin, TimestampMixin, iso
class TaskStatus(str, enum.Enum):
todo = "todo"
in_progress = "in_progress"
done = "done"
cancelled = "cancelled"
class TaskPriority(str, enum.Enum):
none = "none"
low = "low"
medium = "medium"
high = "high"
class TaskKind(str, enum.Enum):
"""What KIND of work a task is. Mirrors CHECK notes_task_kind_check.
Every value the COLUMN may hold, including `plan`. That is deliberate:
plans became milestones in 0066, but historical plan-tasks still carry
the value and must stay readable and writable. Refusing to MINT a new
plan is a door policy (see the create/update task tools), not a
statement about what the column accepts — conflating the two would make
old rows unwritable, which is how a retired value turns into corrupt
data.
"""
work = "work"
issue = "issue"
spike = "spike"
plan = "plan"
class Note(Base, TimestampMixin, SoftDeleteMixin):
__tablename__ = "notes"
id: Mapped[int] = mapped_column(primary_key=True)
user_id: Mapped[int | None] = mapped_column(
Integer, ForeignKey("users.id", ondelete="CASCADE"), nullable=True
)
title: Mapped[str] = mapped_column(Text, default="")
body: Mapped[str] = mapped_column(Text, default="")
description: Mapped[str | None] = mapped_column(Text, nullable=True)
tags: Mapped[list[str]] = mapped_column(ARRAY(Text), default=list)
parent_id: Mapped[int | None] = mapped_column(
Integer, ForeignKey("notes.id", ondelete="SET NULL"), nullable=True
)
# Provenance: the task/feature an issue arose from. Distinct from parent_id
# (sub-task hierarchy) — this is "what spawned this". Only meaningful for
# issues; nullable for every record.
arose_from_id: Mapped[int | None] = mapped_column(
Integer, ForeignKey("notes.id", ondelete="SET NULL"), nullable=True
)
project_id: Mapped[int | None] = mapped_column(
Integer, ForeignKey("projects.id", ondelete="SET NULL"), nullable=True
)
milestone_id: Mapped[int | None] = mapped_column(
Integer, ForeignKey("milestones.id", ondelete="SET NULL"), nullable=True
)
status: Mapped[str | None] = mapped_column(Text, nullable=True)
priority: Mapped[str | None] = mapped_column(Text, nullable=True)
due_date: Mapped[date | None] = mapped_column(Date, nullable=True)
started_at: Mapped[datetime | None] = mapped_column(DateTime(timezone=True), nullable=True)
completed_at: Mapped[datetime | None] = mapped_column(DateTime(timezone=True), nullable=True)
recurrence_rule: Mapped[dict | None] = mapped_column(JSONB, nullable=True)
recurrence_next_spawn_at: Mapped[datetime | None] = mapped_column(
DateTime(timezone=True), nullable=True
)
# The claim — which session is working this task NOW.
# Orthogonal to `status`: status is the work's state and durable, the claim
# is a session's attention and dies on read once `claim_touched_at` is past
# the lease. Semantics in services/task_claims.py.
claimed_by: Mapped[int | None] = mapped_column(
Integer, ForeignKey("users.id", ondelete="SET NULL"), nullable=True
)
claimed_at: Mapped[datetime | None] = mapped_column(DateTime(timezone=True), nullable=True)
claim_touched_at: Mapped[datetime | None] = mapped_column(DateTime(timezone=True), nullable=True)
claim_session: Mapped[str | None] = mapped_column(Text, nullable=True)
# WHAT KIND of record this is, on the note/entity axis. Task-ness is tracked
# by `status`, not here (person/place/list entity types removed 2026-07):
# note (default) — authored prose, findable by what it is ABOUT
# process — a stored procedure, synced to a client as a skill
# snippet — a reusable shape, with its structured fields mirrored in
# `data` and its trigger composed into the title (0070)
# lesson — a transferable insight, findable by WHEN IT APPLIES rather
# than by topic. Same mirror discipline as a
# snippet: the trigger lives in `data.when_to_apply` and is
# composed into the title and the head of the body, which is
# what puts it in the embedded document. A lesson is never a
# task — see `status` — because a lesson that acquired one
# would start appearing in open-work listings.
#
# DELIBERATELY UNGATED. Unlike `task_kind` there is no CHECK on this column:
# migration 0036 added it as plain Text with a server default and nothing
# has constrained it since, so there is no whitelist to expand when a kind
# is added. The vocabulary that actually decides what a reader can
# reach is `services.knowledge._FACETS`; an unrecognised value there
# resolves to a filter matching nothing, which is the intended answer to a
# typo.
note_type: Mapped[str] = mapped_column(Text, default="note", server_default="note")
# Task sub-kind — what KIND of work this is, not how it is going:
# work (default) — ships a change
# issue — corrective; something was broken (0065)
# spike — time-boxed, and its output is KNOWLEDGE rather than a change;
# it succeeds by producing an answer, and nothing ships (0091)
# plan — retired since 0066 (plans are milestones), kept in the CHECK
# so historical plan-tasks stay writable
# Only meaningful when the note is a task (status is not None); ordinary
# notes keep the 'work' default and ignore it. Orthogonal to note_type
# (which is the note/entity axis). CHECK notes_task_kind_check.
task_kind: Mapped[str] = mapped_column(Text, default="work", server_default="work")
# Queryable structured fields for typed records — currently snippets, whose
# name/language/signature/locations live here so they can be INDEXED. The
# body keeps the same facts in readable markdown and remains what gets
# embedded; this is a mirror for querying, not the source of truth for
# display — and it is DERIVED, so every path that writes a snippet's body
# rewrites it too (services/snippets.recompose_data, called from
# notes.update_note). 0070 left it NULL on existing rows and
# snippets.backfill_snippet_data filled them at startup; readers still fall
# back to parsing the body when it is absent (snippet_fields).
data: Mapped[dict | None] = mapped_column(JSONB, nullable=True)
# The three fields that tell a CONSTRAINT apart from a NORM (milestone
# 317, migration 0092) — the same trio `rules` carries, and for the same
# reason. A norm is a decision: no truth value, changes only when its
# author changes it. A constraint asserts a fact about someone else's
# software and goes false with nobody watching. Only constraints get a
# check.
#
# `verify_with` is how to check it is still true; `expires_when` is the
# STATE that ends it, deliberately not a date — constraints expire when
# the ground moves, not on a schedule. `verified_at` NULL means never
# checked and sorts FIRST in the sweep: unexamined outranks
# examined-long-ago.
#
# These sit on `notes`, so every kind of row in this table has them, but
# only non-task, non-snippet records are OFFERED them (gated in
# services/notes.py). A task's decay is its status — a done issue records
# what happened and cannot go false — and a snippet already carries a
# richer, location-aware verdict in `data.verification`. On those rows
# these stay null, which is also what they mean.
#
# Most notes should leave all three empty. A null `verify_with` is not a
# gap; it is the marker for "this is a decision, there is nothing to go
# and check", and the sweep is only worth reading while that holds.
verify_with: Mapped[str | None] = mapped_column(Text, nullable=True)
expires_when: Mapped[str | None] = mapped_column(Text, nullable=True)
verified_at: Mapped[datetime | None] = mapped_column(
DateTime(timezone=True), nullable=True
)
__table_args__ = (
Index("ix_notes_tags", "tags", postgresql_using="gin"),
Index("ix_notes_status", "status"),
Index("ix_notes_title", "title"),
Index("ix_notes_user_id", "user_id"),
Index("ix_notes_project_id", "project_id"),
Index("ix_notes_milestone_id", "milestone_id"),
Index("ix_notes_note_type", "note_type"),
Index("ix_notes_arose_from_id", "arose_from_id"),
# Containment queries into `data` — e.g. which snippets name a given
# repo/path in their locations. See migration 0070.
Index("ix_notes_data_gin", "data", postgresql_using="gin"),
)
@property
def is_task(self) -> bool:
return self.status is not None
def to_dict(self) -> dict:
return {
"id": self.id,
"title": self.title,
"body": self.body,
"description": self.description,
"tags": self.tags or [],
"parent_id": self.parent_id,
"arose_from_id": self.arose_from_id,
"project_id": self.project_id,
"milestone_id": self.milestone_id,
"status": self.status,
"priority": self.priority,
"due_date": iso(self.due_date),
"started_at": iso(self.started_at),
"completed_at": iso(self.completed_at),
"recurrence_rule": self.recurrence_rule,
"recurrence_next_spawn_at": iso(self.recurrence_next_spawn_at),
"claim": _claim_state(self),
"is_task": self.is_task,
"note_type": self.note_type or "note",
"task_kind": self.task_kind,
# Serialized unconditionally, like every other field a given row
# kind may not use (recurrence, started_at, the task fields). The
# DERIVED "last_verified" label is the one that appears only when
# a check exists — a raw projection of the row should not make a
# client branch on which keys are present.
"verify_with": self.verify_with or "",
"expires_when": self.expires_when or "",
"verified_at": iso(self.verified_at),
"created_at": iso(self.created_at),
"updated_at": iso(self.updated_at),
}
def _claim_state(note: "Note") -> dict | None:
from grimoire.services.task_claims import claim_state
return claim_state(note)
src/grimoire/models/note_draft.py
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from sqlalchemy import ForeignKey, Integer, Text
from sqlalchemy.orm import Mapped, mapped_column
from grimoire.models import Base
from grimoire.models.base import TimestampMixin, iso
class NoteDraft(Base, TimestampMixin):
__tablename__ = "note_drafts"
id: Mapped[int] = mapped_column(primary_key=True)
note_id: Mapped[int] = mapped_column(Integer, ForeignKey("notes.id", ondelete="CASCADE"))
user_id: Mapped[int] = mapped_column(Integer, ForeignKey("users.id", ondelete="CASCADE"))
proposed_body: Mapped[str] = mapped_column(Text)
original_body: Mapped[str] = mapped_column(Text)
instruction: Mapped[str] = mapped_column(Text, default="")
scope: Mapped[str] = mapped_column(Text, default="document")
def to_dict(self) -> dict:
return {
"id": self.id,
"note_id": self.note_id,
"user_id": self.user_id,
"proposed_body": self.proposed_body,
"original_body": self.original_body,
"instruction": self.instruction,
"scope": self.scope,
"created_at": iso(self.created_at),
"updated_at": iso(self.updated_at),
}
src/grimoire/models/note_supersession.py
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from sqlalchemy import ForeignKey, Index, Integer, UniqueConstraint
from sqlalchemy.orm import Mapped, mapped_column
from grimoire.models import Base
from grimoire.models.base import CreatedAtMixin, iso
class NoteSupersession(Base, CreatedAtMixin):
"""A newer record's claim that it has overtaken an older one.
WHY THE RELATION POINTS FORWARD
The note being WRITTEN declares what it supersedes. The old record cannot
know it has been overtaken — asking it to record its own obsolescence is
asking it to predict the future. So the claim is made by the party that has
the knowledge, and the demotion is derived from the far end.
WHY A TABLE RATHER THAN A COLUMN
It is genuinely many-to-many and partial: one note may supersede parts of
several others, and a note may be overtaken piecemeal by several later ones.
Both directions are queried and neither is rare —
`superseded_id` answers the ranking question ("has this been overtaken?"),
`superseder_id` answers the record view ("what does this replace?"). An
array column on `notes` could be indexed for one and not the other.
WHAT IT MEANS, AND WHAT IT DOES NOT
A claim, never a proof. Supersession DEMOTES a record in ranked retrieval;
it does not assert the older record was wrong, and it never hides it. A note
that accurately described how something worked in June is still accurate
about June — it is just no longer the answer to "how does this work".
CASCADE IS SAFE HERE BECAUSE TRASHING IS NOT A DELETE
`trash_svc` stamps `deleted_at` (an UPDATE), so a trashed note keeps its
claims and `restore` brings them back intact. The cascade fires only on
`purge_trash`, where the row genuinely goes — and a supersession claim about
a row that no longer exists is not a fact anyone can act on.
"""
__tablename__ = "note_supersessions"
id: Mapped[int] = mapped_column(primary_key=True)
# The newer record, making the claim.
superseder_id: Mapped[int] = mapped_column(
Integer, ForeignKey("notes.id", ondelete="CASCADE")
)
# The older record, demoted by it.
superseded_id: Mapped[int] = mapped_column(
Integer, ForeignKey("notes.id", ondelete="CASCADE")
)
__table_args__ = (
UniqueConstraint(
"superseder_id", "superseded_id", name="uq_note_supersessions_pair"
),
# Both directions indexed — see the class docstring for why neither is
# the rare one.
Index("ix_note_supersessions_superseder", "superseder_id"),
Index("ix_note_supersessions_superseded", "superseded_id"),
)
def to_dict(self) -> dict:
return {
"id": self.id,
"superseder_id": self.superseder_id,
"superseded_id": self.superseded_id,
"created_at": iso(self.created_at),
}
src/grimoire/models/note_usage.py
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from sqlalchemy import Index, Integer, Text
from sqlalchemy.orm import Mapped, mapped_column
from grimoire.models import Base
from grimoire.models.base import CreatedAtMixin, iso
SURFACED = "surfaced"
PULLED = "pulled"
class NoteUsageEvent(Base, CreatedAtMixin):
"""One row per time a note was SURFACED to the agent, or PULLED in full.
Answers the question RetrievalLog cannot: not "what did the ranker return
and with what scores" but "did anyone ever actually open this?" A snippet
nobody opens is not neutral — it competes for the injection budget on every
future turn and dilutes the menu — so the surfaced:pulled ratio is what
makes dead weight visible and prunable.
WHY A SEPARATE TABLE FROM RetrievalLog. RetrievalLog is one row per *call*,
keyed on the score distribution it exists to capture; folding un-scored
events into it would corrupt exactly the distribution threshold tuning reads
(see the KNOWN GAP note this closes in plugin_context.build_write_path_hint).
This table is one row per *note per event*, which is the grain the usage
readout needs and the grain RetrievalLog's JSONB `result_ids` can't be
indexed at. The two are complements: RetrievalLog tunes the threshold, this
tunes the corpus.
WHY NOT IN-SESSION CORRELATION. The original framing was "correlate
result_ids against a later get_note in the same session". There is no
session identity server-side — the MCP endpoint is stateless and hooks send
no session id — and introducing one would mean threading an opaque,
client-supplied token through every read path for a signal that does not
need it. Two independent counters answer the question without it: a note
surfaced 40 times and never pulled is dead weight regardless of which
sessions those events fell in.
Deliberately FK-free on user_id and note_id (mirrors RetrievalLog/AppLog):
telemetry outlives the row it describes, and deleting a note should not
erase the evidence that it was surfaced 40 times and never once opened.
"""
__tablename__ = "note_usage_events"
id: Mapped[int] = mapped_column(primary_key=True)
user_id: Mapped[int | None] = mapped_column(Integer, nullable=True)
note_id: Mapped[int] = mapped_column(Integer, nullable=False)
# 'surfaced' | 'pulled'
event: Mapped[str] = mapped_column(Text, nullable=False)
# Which surface produced it. Kept granular so the place arm and the
# semantic arm can be compared — that comparison is the whole reason the
# place arm needed logging at all.
#
# A CONVENTION, not a fixed vocabulary: `mcp_<tool>` for an agent call,
# `rest_<kind>` for a human opening a detail view, and a bare name for a
# hook or background surface ('auto_inject', 'write_path_place',
# 'write_path_semantic'). This comment deliberately does not list every
# member — such a list goes stale, naming sources nothing writes while
# omitting ones that exist, and a half-true enumeration reads as
# authoritative in exactly the way that misleads. `grep -rn record_pulled\\\|record_surfaced src/` is the
# authoritative list, and unlike a comment it cannot drift.
#
# The mcp_/rest_ split is load-bearing. "Is this dead weight?" is served by
# any pull; "was that injected line useful?" is served by AGENT pulls only,
# so never aggregate across the prefix without saying why.
source: Mapped[str] = mapped_column(Text, nullable=False)
# The project the READER was in when this happened — not the project the
# record belongs to, which is already on `notes.project_id`. The whole
# point is the comparison between the two: a record opened somewhere other
# than where it was written is the evidence that it TRANSFERRED, which is
# the claim the lesson kind rests on and the one thing
# RetrievalLog could half-answer and this table could not answer at all.
#
# Nullable, and null is ordinary rather than historical. A surfacing arm
# always knows the project it searched; a getter knows only what its caller
# passed, and a caller that passed nothing is reporting "unknown", not
# "none". Treat a null as unreported: it still counts toward "is this dead
# weight", and it cannot speak to "was it opened away from home".
project_id: Mapped[int | None] = mapped_column(Integer, nullable=True)
__table_args__ = (
# The readout is always "these note ids, split by event" — a covering
# composite beats separate single-column indexes for it.
Index("ix_note_usage_note_event", "note_id", "event"),
Index("ix_note_usage_created_at", "created_at"),
Index("ix_note_usage_user_id", "user_id"),
# note_id first, like ix_note_usage_note_event: every readout starts
# from a set of note ids and narrows, never from a project.
Index("ix_note_usage_note_project", "note_id", "project_id"),
)
def to_dict(self) -> dict:
return {
"id": self.id,
"created_at": iso(self.created_at),
"user_id": self.user_id,
"note_id": self.note_id,
"event": self.event,
"source": self.source,
}
src/grimoire/models/note_version.py
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from sqlalchemy import ARRAY, ForeignKey, Integer, Text
from sqlalchemy.orm import Mapped, mapped_column
from grimoire.models import Base
from grimoire.models.base import CreatedAtMixin, iso
class NoteVersion(Base, CreatedAtMixin):
__tablename__ = "note_versions"
id: Mapped[int] = mapped_column(primary_key=True)
note_id: Mapped[int] = mapped_column(Integer, ForeignKey("notes.id", ondelete="CASCADE"))
user_id: Mapped[int] = mapped_column(Integer, ForeignKey("users.id", ondelete="CASCADE"))
body: Mapped[str] = mapped_column(Text)
title: Mapped[str] = mapped_column(Text, default="")
tags: Mapped[list[str]] = mapped_column(ARRAY(Text), default=list)
pin_kind: Mapped[str | None] = mapped_column(Text, nullable=True)
pin_label: Mapped[str | None] = mapped_column(Text, nullable=True)
def to_dict(self, include_body: bool = True) -> dict:
d: dict = {
"id": self.id,
"note_id": self.note_id,
"user_id": self.user_id,
"title": self.title,
"tags": self.tags or [],
"pin_kind": self.pin_kind,
"pin_label": self.pin_label,
"created_at": iso(self.created_at),
}
if include_body:
d["body"] = self.body
return d
src/grimoire/models/notification.py
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from datetime import datetime
from sqlalchemy import DateTime, ForeignKey, Integer, Text
from sqlalchemy.dialects.postgresql import JSONB
from sqlalchemy.orm import Mapped, mapped_column
from grimoire.models import Base
from grimoire.models.base import CreatedAtMixin, iso
class Notification(Base, CreatedAtMixin):
__tablename__ = "notifications"
id: Mapped[int] = mapped_column(Integer, primary_key=True)
user_id: Mapped[int] = mapped_column(
Integer, ForeignKey("users.id", ondelete="CASCADE"), nullable=False
)
# project_shared | note_shared | group_added
type: Mapped[str] = mapped_column(Text, nullable=False)
payload: Mapped[dict] = mapped_column(JSONB, nullable=False, default=dict)
read_at: Mapped[datetime | None] = mapped_column(DateTime(timezone=True), nullable=True)
def to_dict(self) -> dict:
return {
"id": self.id,
"user_id": self.user_id,
"type": self.type,
"payload": self.payload,
"read_at": iso(self.read_at),
"created_at": iso(self.created_at),
}
src/grimoire/models/password_reset.py
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from datetime import datetime, timezone
from sqlalchemy import Boolean, DateTime, ForeignKey, Index, Text
from sqlalchemy.orm import Mapped, mapped_column
from grimoire.models import Base
from grimoire.models.base import CreatedAtMixin
class PasswordResetToken(Base, CreatedAtMixin):
__tablename__ = "password_reset_tokens"
id: Mapped[int] = mapped_column(primary_key=True)
user_id: Mapped[int] = mapped_column(ForeignKey("users.id", ondelete="CASCADE"), nullable=False)
token_hash: Mapped[str] = mapped_column(Text, nullable=False, unique=True)
expires_at: Mapped[datetime] = mapped_column(DateTime(timezone=True), nullable=False)
used: Mapped[bool] = mapped_column(Boolean, default=False, nullable=False)
__table_args__ = (
Index("ix_password_reset_tokens_token_hash", "token_hash"),
Index("ix_password_reset_tokens_user_id", "user_id"),
)
src/grimoire/models/project.py
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import enum
from sqlalchemy import BigInteger, ForeignKey, Integer, Text
from sqlalchemy.dialects.postgresql import JSONB
from sqlalchemy.orm import Mapped, mapped_column
from grimoire.models import Base
from grimoire.models.base import SoftDeleteMixin, TimestampMixin, iso
class ProjectStatus(str, enum.Enum):
active = "active"
paused = "paused"
completed = "completed"
archived = "archived"
class Project(Base, TimestampMixin, SoftDeleteMixin):
__tablename__ = "projects"
id: Mapped[int] = mapped_column(primary_key=True)
user_id: Mapped[int | None] = mapped_column(Integer, ForeignKey("users.id", ondelete="CASCADE"), nullable=True)
title: Mapped[str] = mapped_column(Text, default="")
description: Mapped[str] = mapped_column(Text, default="")
goal: Mapped[str] = mapped_column(Text, default="")
status: Mapped[str] = mapped_column(Text, default="active")
color: Mapped[str | None] = mapped_column(Text, nullable=True) # hex color
# The design system this project's UI is built from, or NULL. NULL is the
# ordinary state, not a degraded one — most installs have no design system
# at all and nothing may assume one exists.
design_system_id: Mapped[int | None] = mapped_column(
BigInteger, ForeignKey("design_systems.id", ondelete="SET NULL"), nullable=True
)
# The per-project forge pin. NULL is the ordinary state: forge
# reads resolve against the owner's keyring by repo host. When set, the
# project's forge reads use ONLY this connection — an explicit, auditable
# choice, constrained by the service layer to a connection the project
# OWNER holds (never a collaborator's token).
forge_connection_id: Mapped[int | None] = mapped_column(
BigInteger, ForeignKey("forge_connections.id", ondelete="SET NULL"),
nullable=True,
)
# The inception record: what this project was decided to
# inherit, when, and through which door — {decided_at, decided_by, via,
# choices: {design_system_id, seed_systems}}. NULL means nobody has
# decided yet, and enter_project asks; the effects themselves live in
# design_system_id and the project's Systems — this is the WHY, kept so
# later surfaces can say it. See services/inception.py.
inception: Mapped[dict | None] = mapped_column(JSONB, nullable=True)
def to_dict(self) -> dict:
return {
"id": self.id,
"user_id": self.user_id,
"title": self.title,
"description": self.description,
"goal": self.goal,
"status": self.status,
"color": self.color,
"design_system_id": self.design_system_id,
"forge_connection_id": self.forge_connection_id,
"inception": self.inception,
"created_at": iso(self.created_at),
"updated_at": iso(self.updated_at),
}
src/grimoire/models/repo_binding.py
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from sqlalchemy import ForeignKey, Integer, Text, UniqueConstraint
from sqlalchemy.orm import Mapped, mapped_column
from grimoire.models import Base
from grimoire.models.base import TimestampMixin, iso
class RepoBinding(Base, TimestampMixin):
"""Maps a git repository to the Grimoire project it represents.
The SessionStart hook sends the working repo's normalized remote
(`repo_key`, e.g. ``git.fabledsword.com/bvandeusen/fabledscribe``) and the
server resolves it to a project — so the operator can work across many
repos/projects without pinning a project id in plugin config. The key is a
*stable identifier* (the git remote), not a dir-name heuristic.
"""
__tablename__ = "repo_bindings"
__table_args__ = (
UniqueConstraint("user_id", "repo_key", name="uq_repo_bindings_user_repo"),
)
id: Mapped[int] = mapped_column(primary_key=True)
user_id: Mapped[int] = mapped_column(
Integer, ForeignKey("users.id", ondelete="CASCADE"), nullable=False
)
project_id: Mapped[int] = mapped_column(
Integer, ForeignKey("projects.id", ondelete="CASCADE"), nullable=False
)
repo_key: Mapped[str] = mapped_column(Text, nullable=False)
# The branch the coverage refresh reads for this binding; NULL =
# the forge's default branch. Chosen at bind time so a dev-first project
# can have its ledger follow dev instead of waiting for the merge.
ref: Mapped[str | None] = mapped_column(Text, nullable=True)
def to_dict(self) -> dict:
return {
"id": self.id,
"user_id": self.user_id,
"project_id": self.project_id,
"repo_key": self.repo_key,
"ref": self.ref,
"created_at": iso(self.created_at),
"updated_at": iso(self.updated_at),
}
src/grimoire/models/retrieval_judgment.py
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from sqlalchemy import BigInteger, Boolean, Float, Index, Integer, Text, UniqueConstraint
from sqlalchemy.orm import Mapped, mapped_column
from grimoire.models import Base
from grimoire.models.base import CreatedAtMixin, iso
ON_POINT = "on_point"
ADJACENT = "adjacent"
UNRELATED = "unrelated"
VERDICTS = (ON_POINT, ADJACENT, UNRELATED)
class RetrievalJudgment(Base, CreatedAtMixin):
"""One reviewer's verdict on one candidate of one logged retrieval call.
The relevance half the usage tables cannot hold. `note_usage_events` says
whether a line was OPENED, and because every menu line carries its matched
passage, "not opened" covers an unrelated line, a line whose passage
was enough, and a line the reader already had. Only someone reading the
query beside the line can tell those apart, so this records that reading —
with its reason, because a verdict nobody can re-read is a threshold.
Keyed to the `retrieval_logs` row it judges, by id and FK-free like every
telemetry table here. `query` is COPIED rather than joined: the verdict is
only re-readable beside the words it was judged against.
`rank` and `score` are the candidate's place when the logged query was
re-run for review, which may run past the arm's budget on purpose — the
candidates just under the cut are the ones a budget change would add.
`within_budget` says which side of the cut the line was.
`opened_after` is whether the reviewer's own agent pulled the record within
an hour of the call, read from `note_usage_events`. A correlation, not a
session join — the server has no session identity (see NoteUsageEvent) —
and None when it was not measured.
"""
__tablename__ = "retrieval_judgments"
id: Mapped[int] = mapped_column(BigInteger, primary_key=True)
user_id: Mapped[int | None] = mapped_column(BigInteger, nullable=True)
retrieval_log_id: Mapped[int] = mapped_column(BigInteger, nullable=False)
# The judged call's surface, copied so the readout groups without a join.
source: Mapped[str] = mapped_column(Text, nullable=False)
query: Mapped[str | None] = mapped_column(Text, nullable=True)
record_id: Mapped[int] = mapped_column(BigInteger, nullable=False)
# 1-based, in the review's re-run.
rank: Mapped[int] = mapped_column(Integer, nullable=False)
score: Mapped[float | None] = mapped_column(Float, nullable=True)
within_budget: Mapped[bool] = mapped_column(Boolean, nullable=False)
# One of VERDICTS. Plain Text, no CHECK, like the usage tables; the
# service refuses anything else.
verdict: Mapped[str] = mapped_column(Text, nullable=False)
reason: Mapped[str] = mapped_column(Text, nullable=False)
opened_after: Mapped[bool | None] = mapped_column(Boolean, nullable=True)
__table_args__ = (
# One verdict per reviewer per line; judging it again replaces it.
UniqueConstraint(
"retrieval_log_id", "record_id", "user_id",
name="uq_retrieval_judgment_line",
),
Index("ix_retrieval_judgments_source_created", "source", "created_at"),
)
def to_dict(self) -> dict:
return {
"id": self.id,
"created_at": iso(self.created_at),
"user_id": self.user_id,
"retrieval_log_id": self.retrieval_log_id,
"source": self.source,
"query": self.query,
"record_id": self.record_id,
"rank": self.rank,
"score": self.score,
"within_budget": self.within_budget,
"verdict": self.verdict,
"reason": self.reason,
"opened_after": self.opened_after,
}
src/grimoire/models/retrieval_log.py
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from datetime import datetime, timezone
from sqlalchemy import Boolean, DateTime, Float, Index, Integer, Text
from sqlalchemy.dialects.postgresql import JSONB
from sqlalchemy.orm import Mapped, mapped_column
from grimoire.models import Base
from grimoire.models.base import iso
class RetrievalLog(Base):
"""One row per semantic-retrieval call, for KB-injection tuning.
Captures what a query asked for, what came back, and the score
distribution of the results — the empirical basis for tuning the
similarity threshold and top-k per surface. `result_ids` holds the ranked
hits (id + score + rank) so a later pass can correlate "what we surfaced"
against "what the agent then fetched/referenced".
Deliberately FK-free on user_id (mirrors AppLog): telemetry should outlive
the row it describes, and a deleted user shouldn't cascade away history.
"""
__tablename__ = "retrieval_logs"
id: Mapped[int] = mapped_column(primary_key=True)
# Declared here rather than via CreatedAtMixin on purpose: the composite
# index below orders on `created_at.desc()`, which needs the column object
# in this class body — a mixin's column is not in scope there.
created_at: Mapped[datetime] = mapped_column(
DateTime(timezone=True), default=lambda: datetime.now(timezone.utc)
)
user_id: Mapped[int | None] = mapped_column(Integer, nullable=True)
# Retrieval surface: 'mcp_search' | 'rest_search' | 'auto_inject' | ...
source: Mapped[str] = mapped_column(Text, nullable=False)
query: Mapped[str | None] = mapped_column(Text, nullable=True)
# Effective parameters actually used for this call.
threshold: Mapped[float | None] = mapped_column(Float, nullable=True)
limit_n: Mapped[int | None] = mapped_column(Integer, nullable=True)
project_id: Mapped[int | None] = mapped_column(Integer, nullable=True)
# The content-type filter as passed to semantic_search_notes: True=tasks,
# False=notes, NULL=any.
is_task: Mapped[bool | None] = mapped_column(Boolean, nullable=True)
result_count: Mapped[int] = mapped_column(Integer, nullable=False, default=0)
# How many scored hits this call DROPPED because the session had already
# been shown them. NULLABLE, and the null is load-bearing: it means "this
# surface does not report suppression", which must not read as "nothing was
# suppressed". `result_count == 0` alone conflates two different events —
# the ranker found nothing above threshold, and the ranker found something
# the reader already had — and only the first says a threshold is too high.
# Reading a zero as a ranker decline sends a reader to move a floor that
# was never involved; an unmeasured value that renders as 0 is the same mistake with a nicer
# face, so surfaces that filter INSIDE the search leave this null.
suppressed_count: Mapped[int | None] = mapped_column(Integer, nullable=True)
top_score: Mapped[float | None] = mapped_column(Float, nullable=True)
min_score: Mapped[float | None] = mapped_column(Float, nullable=True)
# The best score the ranker COULD have offered, before the threshold — as
# against `top_score`, which is the best it DID offer. They are equal on
# any call that returned something, and only this one exists on a call
# that returned nothing, which is the only place a bar can be judged from
# Null means the caller did not measure it, never "nothing was
# close": a 0.0 there would read as a corpus with no relevant records at
# all, which is an artifact standing in for a measurement.
best_available_score: Mapped[float | None] = mapped_column(Float, nullable=True)
# WHICH record scored that, so a reader can judge what the bar refused
# rather than only how close it came. Written from the same ranked
# candidate as the score above — the two describing different records would
# be worse than no id at all, because it invites judging the wrong one.
#
# Not a foreign key on purpose: this table spans record types (the rule arms
# store rule ids, the note arms store note ids) and `source` is what says
# which, exactly as `result_ids` has always worked.
best_available_id: Mapped[int | None] = mapped_column(Integer, nullable=True)
# [{"id": int, "score": float, "rank": int}, ...], highest-first.
result_ids: Mapped[list] = mapped_column(JSONB, nullable=False, default=list)
duration_ms: Mapped[float | None] = mapped_column(Float, nullable=True)
__table_args__ = (
Index("ix_retrieval_logs_created_at", "created_at"),
Index("ix_retrieval_logs_user_id", "user_id"),
Index("ix_retrieval_logs_source", "source"),
Index("ix_retrieval_logs_source_created_at", "source", created_at.desc()),
)
def to_dict(self) -> dict:
return {
"id": self.id,
"created_at": iso(self.created_at),
"user_id": self.user_id,
"source": self.source,
"query": self.query,
"threshold": self.threshold,
"limit_n": self.limit_n,
"project_id": self.project_id,
"is_task": self.is_task,
"result_count": self.result_count,
"suppressed_count": self.suppressed_count,
"top_score": self.top_score,
"min_score": self.min_score,
"result_ids": self.result_ids,
"duration_ms": self.duration_ms,
}
src/grimoire/models/retrieval_tuning.py
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from datetime import datetime, timezone
from sqlalchemy import DateTime, Float, Index, Integer, Text
from sqlalchemy.orm import Mapped, mapped_column
from grimoire.models import Base
class RetrievalTuningEvent(Base):
"""One row per change to a retrieval surface's floor or budget.
WHY A TABLE AND NOT JUST THE SETTING
The setting holds the number. It cannot hold the argument, and the argument
is the interesting part: the model moves these values most of the time,
without being asked each time. Delegation like that is only safe if it leaves a trail the
operator can read afterwards — what changed, from what to what, and on what
evidence — and can disagree with.
So `reason` is not decoration and not optional. It is the guardrail: a model
that has to state why is a model that has to have looked, and a reason that
turns out to be wrong is a reason someone can point at. A bare number in a
settings row records that something moved and nothing about whether it
should have.
WHY `actor` IS NOT JUST `user_id`
Both a person and a model act as the same user — the MCP tools run under the
operator's own id — so the id cannot distinguish them. That distinction is
exactly what an operator scanning this table wants first: "did I do this, or
did the session?" A change the operator made themselves needs no review; one
made on their behalf might.
FK-FREE ON user_id, like `RetrievalLog` and `AppLog` above it: the history of
how a surface was tuned should outlive the account that tuned it, and a
deleted user must not cascade away the record of why a number is where it is.
"""
__tablename__ = "retrieval_tuning_events"
id: Mapped[int] = mapped_column(primary_key=True)
# Declared here rather than via CreatedAtMixin because the index below
# orders on `created_at.desc()`, which needs the column object in this class
# body — a mixin's column is not in scope there.
created_at: Mapped[datetime] = mapped_column(
DateTime(timezone=True), default=lambda: datetime.now(timezone.utc)
)
user_id: Mapped[int | None] = mapped_column(Integer, nullable=True)
# The surface's registry name, which is also its `retrieval_logs.source`.
# That identity is what lets a reader put a change next to what the change
# did; `tests/test_retrieval_surfaces.py` asserts it rather than trusting it.
surface: Mapped[str] = mapped_column(Text, nullable=False)
# "floor" or "budget". Text rather than an enum because a new CHECK value is
# a migration, and this is a young surface that may well grow a
# third tunable — a constraint bought nothing here except a future migration.
dial: Mapped[str] = mapped_column(Text, nullable=False)
# Both stored as float so one pair of columns serves both dials; a budget is
# a whole number and reads back as one. `old_value` is nullable because the
# first change to a surface has no stored predecessor — it moved off the
# shipped starting point, which is a different event from moving off a value
# somebody chose, and worth being able to tell apart.
old_value: Mapped[float | None] = mapped_column(Float, nullable=True)
new_value: Mapped[float] = mapped_column(Float, nullable=False)
# "model" | "human". See the class docstring: the user id cannot tell these
# apart, and the difference is the first thing a reviewer wants.
actor: Mapped[str] = mapped_column(Text, nullable=False, default="model")
# REQUIRED at the service boundary, not merely non-null here. A column that
# is technically non-null is satisfied by "", which is how a required field
# becomes a formality; the service refuses a blank one.
reason: Mapped[str] = mapped_column(Text, nullable=False)
# WHAT SPACE THIS NUMBER WAS MEASURED IN. A floor is a cosine
# distance in one embedding model's geometry, over documents cut one
# particular way — change either and the number describes something that
# no longer exists.
#
# On the EVENT rather than beside the setting, because this table already
# holds one row per change and `current_settings` already reads the latest
# per dial. A parallel stamp row next to the value would be a second place
# to keep in sync, and the two disagreeing is worse than neither.
#
# Both NULLABLE for the rows written before this step: those were measured
# under something, but claiming to know which would be inventing a fact.
# Null here means "unstamped", which is a different and honest answer from
# naming a model that may be wrong.
embedding_model: Mapped[str | None] = mapped_column(Text, nullable=True)
shape_version: Mapped[int | None] = mapped_column(Integer, nullable=True)
__table_args__ = (
# The only read this table has: one surface's history, newest first.
Index(
"ix_retrieval_tuning_surface_created",
"surface",
created_at.desc(),
),
)
def to_dict(self) -> dict:
return {
"id": self.id,
"created_at": self.created_at.isoformat() if self.created_at else None,
"surface": self.surface,
"dial": self.dial,
"old_value": self.old_value,
"new_value": self.new_value,
"actor": self.actor,
"reason": self.reason,
# Null on rows written before the stamp existed, and rendered as
# "unstamped" rather than guessed at — see the column comments.
"embedding_model": self.embedding_model,
"shape_version": self.shape_version,
}
src/grimoire/models/rule_moment_judgment.py
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from datetime import datetime
from sqlalchemy import BigInteger, DateTime, ForeignKey, Text, UniqueConstraint
from sqlalchemy.dialects.postgresql import JSONB
from sqlalchemy.orm import Mapped, mapped_column
from grimoire.models import Base
from grimoire.models.base import CreatedAtMixin, iso
from grimoire.models.lesson_rule_link import CONFIRMED, LINK_STATES, REJECTED, SUGGESTED
# The same three states as a lesson's link to a rule, for the same reasons —
# re-exported so a reader of this table need not know where they were first
# named. CHECK ck_rule_moment_judgments_state (migration 0118).
JUDGMENT_STATES = LINK_STATES
__all__ = [
"CONFIRMED", "JUDGMENT_STATES", "NO_MOMENT", "REJECTED", "SUGGESTED",
"SOURCES", "RuleMomentJudgment",
]
# The moment recorded for "this rule is about WHAT, not WHEN": no moment in
# the catalog is when it applies, and it is right to reach it by meaning. A
# row rather than an absence, for the reason LessonNoRule is one — a rule
# looked at and found to have no moment must not read as one nobody looked at,
# or every pass over the corpus would propose it again.
NO_MOMENT = ""
# Where a judgment came from. `pass` — an agent read the rule and proposed;
# `signal` — the rule kept being opened just after a moment fired; `edit` — a
# person changed the rule's moments directly, which is a judgment too.
SOURCES = ("pass", "signal", "edit")
class RuleMomentJudgment(Base, CreatedAtMixin):
"""Whether a rule belongs on a moment, and who said so.
A mount (`rule_moments`) is the current answer; this is the reasoning
behind it and the answers that are NOT mounts. One row per (rule, moment):
- ``suggested`` — proposed by a pass, or by repeated opens after the
moment fired. Delivers nothing: a suggestion that mounted itself would
manufacture the opens it counts.
- ``confirmed`` — a judgment put the rule on the moment. The mount exists.
- ``rejected`` — a judgment said it does not belong there, kept with its
reason so the pair is never proposed again, by either source.
Moment ``""`` (NO_MOMENT), confirmed, is "no moment fits this rule".
"""
__tablename__ = "rule_moment_judgments"
id: Mapped[int] = mapped_column(BigInteger, primary_key=True)
rule_id: Mapped[int] = mapped_column(
BigInteger, ForeignKey("rules.id", ondelete="CASCADE"), index=True,
)
moment: Mapped[str] = mapped_column(Text)
state: Mapped[str] = mapped_column(Text, default=SUGGESTED, server_default=SUGGESTED)
source: Mapped[str] = mapped_column(Text, default="pass", server_default="pass")
# Why — for a suggestion, what the proposer read in the rule; for a
# judgment, why it was confirmed or rejected.
note: Mapped[str | None] = mapped_column(Text, nullable=True)
# The co-occurrence evidence (signal source), in lesson_rules' shape.
evidence: Mapped[dict | None] = mapped_column(JSONB, nullable=True)
# The other direction (migration 0119): sessions saying this
# MOUNTED rule arrived at the moment and did not apply. lesson_rules'
# evidence shape keyed per day, plus the reasons given and the actions
# that reached the moment; `kept_at` once the operator kept the mount.
misfire: Mapped[dict | None] = mapped_column(JSONB, nullable=True)
judged_at: Mapped[datetime | None] = mapped_column(
DateTime(timezone=True), nullable=True,
)
__table_args__ = (
UniqueConstraint("rule_id", "moment", name="uq_rule_moment_judgments_pair"),
)
def to_dict(self) -> dict:
return {
"rule_id": self.rule_id,
"moment": self.moment,
"state": self.state,
"source": self.source,
"note": self.note or "",
"evidence": self.evidence or {},
"misfire": self.misfire or {},
"judged_at": iso(self.judged_at),
"created_at": iso(self.created_at),
}
src/grimoire/models/rule_usage.py
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from sqlalchemy import BigInteger, Index, Text
from sqlalchemy.orm import Mapped, mapped_column
from grimoire.models import Base
from grimoire.models.base import CreatedAtMixin, iso
SURFACED = "surfaced"
PULLED = "pulled"
# The outcome half. Without these, a rule that was read and then ignored is
# indistinguishable from one that was read and obeyed; these are the two
# events that can tell them apart.
#
# There is deliberately NO third value for "read and ignored". That state is
# real and is the point of measuring outcomes, but it cannot be reported: an
# agent that knew it was ignoring a rule would not be ignoring it. It is
# DERIVED — a pull with no outcome — and an enum member for it would collect
# nothing while reading as though it had measured something.
APPLIED = "applied"
DEPARTED = "departed"
OUTCOMES = (APPLIED, DEPARTED)
class RuleUsageEvent(Base, CreatedAtMixin):
"""One row per time a rule was SURFACED to the agent, PULLED in full, or
ACTED ON — applied, or departed from with a stated reason.
The rule-side sibling of `note_usage_events`, beside `rule_embeddings`
and `rule_versions` — each exists because machinery built for notes gives
rules the weaker version of it.
WHY RULES NEED THEIR OWN AND CANNOT SHARE THE NOTE TABLE. Not squeamishness
about a polymorphic column — the row shares no note-specific fields and the
aggregate readout is the same shape, which is the strongest case for
sharing there is. What decides it is IDENTITY AT RESTORE. A
note id and a rule id are different namespaces resolved through different
maps, and `note_usage_events`'s importer maps `note_id` through
`note_id_map` and drops what does not resolve. A rule id parked in that
column would come back from a backup silently reattached to whatever note
happened to take that number — telemetry that is not merely lost but wrong,
and wrong in a way nothing downstream could detect.
WHAT THIS MEASURES. A standing-rule arm's usefulness cannot be observed
from its scores: an arm can fire on every call, clearing its threshold
every time, and say nothing about whether it helped. `retrieval_logs`
gives it scores; scores say what the ranker thought, never
whether the hint landed. Without a pull counter no install can tune the arm
from evidence, only from the shape of a histogram.
Deliberately FK-FREE on `rule_id` and `user_id`, matching `note_usage_events`,
`retrieval_logs` and `app_logs` — and diverging from `rule_versions`, which
does carry FKs. The difference is what the row is FOR: a version is part of
a rule's history and dies with it, while telemetry outlives the row it
describes. Deleting a rule must not erase the evidence that it was surfaced
forty times and opened never, because that evidence is precisely the case
for having deleted it.
Cells left deliberately empty: no share ACL — rules
have none of their own; no soft delete — nothing restores a telemetry row,
and the table is append-only; no embedding — an event is not a document.
"""
__tablename__ = "rule_usage_events"
# BigInteger throughout, where the note twin uses Integer. `rule_id` has to
# be, since `rules.id` is BigInteger — and once one column is, matching the
# rest costs nothing and keeps the row uniform. A high-churn append-only
# telemetry table is a poor place to discover an id ceiling.
id: Mapped[int] = mapped_column(BigInteger, primary_key=True)
user_id: Mapped[int | None] = mapped_column(BigInteger, nullable=True)
rule_id: Mapped[int] = mapped_column(BigInteger, nullable=False)
# 'surfaced' | 'pulled' | 'applied' | 'departed'
#
# Plain Text with no CHECK, as created in 0094 — which is why 0106 added
# the outcome pair without a DROP/ADD migration — that step is for
# CHECK-whitelisted columns and this is not one. Said here as well as in
# the migration because this is where the next person adding a value will
# look first.
event: Mapped[str] = mapped_column(Text, nullable=False)
# Which surface produced it. A CONVENTION, not a fixed vocabulary, and the
# note twin's comment explains why this one deliberately does not enumerate
# its members: such a list goes stale, naming a source nothing writes while
# omitting ones that exist, and a half-true enumeration reads as
# authoritative in exactly the way that misleads.
# `grep -rn record_rule_pulled\|record_rule_surfaced src/` is the
# authoritative list, and unlike a comment it cannot drift.
#
# The mcp_/rest_ prefix split is load-bearing here for the same reason it is
# for notes, and more so: "is this rule dead weight?" is served by any pull,
# but "did that injected hint land?" — the question this arm exists to
# answer — is served by AGENT pulls only. Never aggregate across the prefix
# without saying why.
source: Mapped[str] = mapped_column(Text, nullable=False)
# The WHY of a departure, and the reason the outcome pair is not simply
# two more bare event strings. A departure stripped of its reason reads
# back as a miss, so the two states this table exists to separate would
# collapse again one layer down — in the readout, where nobody would see
# it happen.
#
# Nullable because `applied` needs no argument. Following a rule is the
# unremarkable case; demanding prose for it would make the cheap event
# expensive, and an expensive event is one that stops being recorded.
# Empty on a `surfaced` or `pulled` row, which nobody asks a reason of.
detail: Mapped[str | None] = mapped_column(Text, nullable=True)
__table_args__ = (
# Every readout is "these rule ids, split by event" — a covering
# composite beats separate single-column indexes for it.
Index("ix_rule_usage_rule_event", "rule_id", "event"),
Index("ix_rule_usage_created_at", "created_at"),
Index("ix_rule_usage_user_id", "user_id"),
)
def to_dict(self) -> dict:
return {
"id": self.id,
"created_at": iso(self.created_at),
"user_id": self.user_id,
"rule_id": self.rule_id,
"event": self.event,
"source": self.source,
"detail": self.detail,
}
src/grimoire/models/rule_version.py
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from datetime import datetime
from sqlalchemy import BigInteger, ForeignKey, Text
from sqlalchemy.orm import Mapped, mapped_column
from grimoire.models import Base
from grimoire.models.base import CreatedAtMixin, iso
class RuleVersion(Base, CreatedAtMixin):
"""One snapshot of a rule's text, taken before an edit overwrote it.
THE SIBLING OF `note_versions`. Rules BIND BEHAVIOUR on every session that
loads them; without a history, an edit destroys what the rule used to say,
and the more consequential record has the weaker protection.
`CreatedAtMixin`, not `TimestampMixin`: a version is an EVENT. It is
written once and never updated, so an `updated_at` on it would be a column
that can only ever lie.
WHAT IS DELIBERATELY DIFFERENT FROM NoteVersion:
- `user_id` is the ACTOR — who made the edit — where NoteVersion's is the
owner, because `update_note` passes an owner-scoped id. For an audit
trail over a binding instruction, "who changed this" is the question
being asked, and a rule is editable by anyone with rulebook access.
- No `pin_kind` / `pin_label`. Those exist so a note's version can survive
autosave pruning. Nothing prunes here, so a pin would protect a row that
was never at risk.
- TEXT ONLY. A rule's Systems and its typed relations are edges with their
own lifecycle; folding them in would make one word, "version", mean two
different things — the rule's wording, and the rule's place in the
graph. `verified_at` is likewise absent: it is a stamp about a check,
not a property of the text, and the snapshot is taken before
update_rule clears it precisely so the history shows the check that was
in force when this wording was written.
"""
__tablename__ = "rule_versions"
id: Mapped[int] = mapped_column(BigInteger, primary_key=True)
rule_id: Mapped[int] = mapped_column(
BigInteger, ForeignKey("rules.id", ondelete="CASCADE"), index=True
)
# The actor. SET NULL rather than CASCADE: deleting a user must not erase
# the history of the rules they edited — the edit still happened, and the
# rule is still binding because of it. NoteVersion cascades because a
# note's versions belong to its owner; a rule's belong to the rule.
user_id: Mapped[int | None] = mapped_column(
BigInteger, ForeignKey("users.id", ondelete="SET NULL"), nullable=True
)
title: Mapped[str] = mapped_column(Text, default="")
statement: Mapped[str] = mapped_column(Text, default="")
why: Mapped[str | None] = mapped_column(Text, nullable=True)
how_to_apply: Mapped[str | None] = mapped_column(Text, nullable=True)
when_to_apply: Mapped[str | None] = mapped_column(Text, nullable=True)
# Carried so that a change of FORCE leaves a trace. `record_if_changed`
# snapshots only the fields a version holds, so a kind omitted here would
# make "this stopped binding" the one edit with no history behind it.
# NULL means a version older than migration 0098 — not recorded, never
# "was a rule".
kind: Mapped[str | None] = mapped_column(Text, nullable=True)
verify_with: Mapped[str | None] = mapped_column(Text, nullable=True)
expires_when: Mapped[str | None] = mapped_column(Text, nullable=True)
def to_dict(self, include_text: bool = True) -> dict:
"""The row. `include_text=False` gives the listing form.
A rule's `statement` and `why` run to thousands of characters — rule
149's `why` alone is longer than most notes — so a history LIST that
carried every field would be unreadable and expensive. The listing
answers "when, and by whom"; opening one answers "and what did it
say". Same split NoteVersion makes with `include_body`.
"""
out: dict = {
"id": self.id,
"rule_id": self.rule_id,
"user_id": self.user_id,
"title": self.title,
"created_at": iso(self.created_at),
}
if include_text:
out.update({
"statement": self.statement,
"why": self.why or "",
"how_to_apply": self.how_to_apply or "",
"when_to_apply": self.when_to_apply or "",
"kind": self.kind or "",
"verify_with": self.verify_with or "",
"expires_when": self.expires_when or "",
})
return out
src/grimoire/models/rulebook.py
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from datetime import datetime, timezone
from sqlalchemy import (
BigInteger, Boolean, Column, DateTime, ForeignKey, Index, Integer, Table,
Text, UniqueConstraint, text,
)
from sqlalchemy.orm import Mapped, mapped_column
from grimoire.models import Base
from grimoire.models.base import CreatedAtMixin, SoftDeleteMixin, TimestampMixin, iso
class Rulebook(Base, TimestampMixin, SoftDeleteMixin):
__tablename__ = "rulebooks"
id: Mapped[int] = mapped_column(BigInteger, primary_key=True)
owner_user_id: Mapped[int] = mapped_column(
BigInteger, ForeignKey("users.id", ondelete="CASCADE")
)
title: Mapped[str] = mapped_column(Text)
description: Mapped[str | None] = mapped_column(Text, nullable=True)
def to_dict(self) -> dict:
return {
"id": self.id,
"owner_user_id": self.owner_user_id,
"title": self.title,
"description": self.description or "",
"created_at": iso(self.created_at),
"updated_at": iso(self.updated_at),
}
class RulebookTopic(Base, TimestampMixin, SoftDeleteMixin):
__tablename__ = "rulebook_topics"
# Partial unique: a title is unique among LIVE topics in a rulebook, so a
# trashed topic doesn't block recreating/restoring the same title.
__table_args__ = (
Index(
"uq_topic_per_rulebook", "rulebook_id", "title",
unique=True, postgresql_where=text("deleted_at IS NULL"),
),
)
id: Mapped[int] = mapped_column(BigInteger, primary_key=True)
rulebook_id: Mapped[int] = mapped_column(
BigInteger, ForeignKey("rulebooks.id", ondelete="CASCADE")
)
title: Mapped[str] = mapped_column(Text)
description: Mapped[str | None] = mapped_column(Text, nullable=True)
order_index: Mapped[int] = mapped_column(Integer, default=0)
def to_dict(self) -> dict:
return {
"id": self.id,
"rulebook_id": self.rulebook_id,
"title": self.title,
"description": self.description or "",
"order_index": self.order_index,
"created_at": iso(self.created_at),
"updated_at": iso(self.updated_at),
}
class Rule(Base, TimestampMixin, SoftDeleteMixin):
__tablename__ = "rules"
# Partial unique: title unique among LIVE rules in a topic (soft-deleted
# rules don't block recreating/restoring the same title).
__table_args__ = (
Index(
"uq_rule_per_topic", "topic_id", "title",
unique=True, postgresql_where=text("deleted_at IS NULL"),
),
)
id: Mapped[int] = mapped_column(BigInteger, primary_key=True)
# Exactly one of topic_id / project_id is set — enforced by CHECK
# constraint ck_rule_topic_xor_project (migration 0059).
topic_id: Mapped[int | None] = mapped_column(
BigInteger,
ForeignKey("rulebook_topics.id", ondelete="CASCADE"),
nullable=True,
)
project_id: Mapped[int | None] = mapped_column(
BigInteger,
ForeignKey("projects.id", ondelete="CASCADE"),
nullable=True,
index=True,
)
title: Mapped[str] = mapped_column(Text)
statement: Mapped[str] = mapped_column(Text)
# WHEN this rule applies — the trigger, not the instruction. Required of
# new rules at the service layer and nullable here, because rules written
# before migration 0088 have none and a migration cannot invent one.
# It carries three jobs at once: it is the readable form of the canon tag,
# the half of the document that makes a rule findable by meaning, and —
# with no always-on tier — the ONLY thing that decides whether a rule ever reaches a session at all. A rule
# with no trigger is not a quiet rule, it is an unreachable one.
when_to_apply: Mapped[str | None] = mapped_column(Text, nullable=True)
# WHAT KIND of instruction this is — the only axis on a rule; delivery
# belongs entirely to retrieval.
# `rule` must be FOLLOWED: ignoring it breaks something or crosses a
# boundary. `preference` is how this person wants work DONE: ignoring it
# costs consistency, not correctness.
#
# The second half is what makes it a kind rather than a softer label — a
# preference is expected to CHANGE as the work teaches it, and the agent
# updates it in the ordinary course of working, where a rule waits for its
# author. So one column decides two behaviours: whether create's approval
# gate fires, and which voice the injected line speaks in.
#
# Lives here and not in its own table because a preference needs exactly
# what a rule has and a note does not — a trigger column, a
# trigger-dominated document, ownership-scoped search, the retrieval arms,
# relations, and `rule_versions`, which is where its drift is recorded.
# Defaults to `rule` so nothing changes force on upgrade.
# CHECK ck_rules_kind (migration 0098).
kind: Mapped[str] = mapped_column(Text, default="rule", server_default="rule")
why: Mapped[str | None] = mapped_column(Text, nullable=True)
how_to_apply: Mapped[str | None] = mapped_column(Text, nullable=True)
# The three fields that tell a CONSTRAINT apart from a NORM (milestone
# 312). A norm is a decision — no truth value, changes only when its
# author changes it. A constraint asserts a fact about someone else's
# software, and goes false with nobody watching: every stale rule the
# 307 audit found was one, and no norm had rotted.
#
# `verify_with` is how to check the rule is still true; `expires_when` is
# the STATE that ends it, deliberately not a date — constraints expire
# when the ground moves, not on a schedule. `verified_at` NULL means
# never checked, and sorts FIRST in the sweep: unexamined outranks
# examined-long-ago.
#
# Most rules should leave all three empty. A null `verify_with` is not a
# gap — it is the marker for "this is a decision, there is nothing to go
# and check," and the signal is only worth reading while that stays true.
verify_with: Mapped[str | None] = mapped_column(Text, nullable=True)
expires_when: Mapped[str | None] = mapped_column(Text, nullable=True)
verified_at: Mapped[datetime | None] = mapped_column(
DateTime(timezone=True), nullable=True
)
# The record that caused this rule — the edge notes and tasks already
# have. A `why` can name its origin in prose; this is that link as a
# field, so it survives a rewording of the paragraph.
arose_from_id: Mapped[int | None] = mapped_column(
BigInteger, ForeignKey("notes.id", ondelete="SET NULL"), nullable=True
)
order_index: Mapped[int] = mapped_column(Integer, default=0)
def to_dict(self) -> dict:
return {
"id": self.id,
"topic_id": self.topic_id,
"project_id": self.project_id,
"title": self.title,
"statement": self.statement,
"when_to_apply": self.when_to_apply or "",
# Unconditional, unlike the `if present` keys below. A reader
# deciding how much force a record carries must never infer it
# from an ABSENT key: "no kind field" and "kind is rule" would be
# the same payload, and that equivalence is the defect shape this
# codebase keeps re-encountering. Twenty bytes buys an answer that
# cannot be misread.
"kind": self.kind or "rule",
"why": self.why or "",
"how_to_apply": self.how_to_apply or "",
"verify_with": self.verify_with or "",
"expires_when": self.expires_when or "",
"verified_at": iso(self.verified_at),
"arose_from_id": self.arose_from_id,
"order_index": self.order_index,
"created_at": iso(self.created_at),
"updated_at": iso(self.updated_at),
}
# Which global AREA a rule is about. Points at the canonical catalog, NEVER at
# a project's `systems` row: a rule that spans projects cannot be chained to
# one project's vocabulary.
rule_systems = Table(
"rule_systems",
Base.metadata,
Column("rule_id", BigInteger, ForeignKey("rules.id", ondelete="CASCADE"), primary_key=True),
Column("canonical_id", Integer, ForeignKey("canonical_systems.id", ondelete="CASCADE"), primary_key=True),
Column("created_at", DateTime(timezone=True), default=lambda: datetime.now(timezone.utc)),
)
# Which MOMENTS of work a rule arrives at. A rule mounted on a
# moment is delivered whenever that moment happens, by lookup and with no
# score — the route for a rule that is about WHEN something is done rather
# than what it is about, which semantic retrieval structurally misses. The
# moment is a catalog NAME (`services/moments.py`), not a key: the catalog is
# code, so there is nothing to point a foreign key at, and the service refuses
# an unknown name before it is stored.
rule_moments = Table(
"rule_moments",
Base.metadata,
Column("rule_id", BigInteger, ForeignKey("rules.id", ondelete="CASCADE"), primary_key=True),
Column("moment", Text, primary_key=True),
Column("created_at", DateTime(timezone=True), default=lambda: datetime.now(timezone.utc)),
)
class RuleRelation(Base, CreatedAtMixin):
"""A typed edge between two rules. Each kind exists because without it a
rulebook needs a workaround.
- ``co_surfaces`` — these fail together, so they must arrive together.
Without it, the only way to guarantee that is to merge them into one
row, because either rule could surface without the other.
Symmetric in meaning; stored once and read both ways.
- ``overrides`` — this rule supersedes that one for its scope. Without
it, an override is a parallel rule that drifts from its parent.
- ``elaborates`` — this rule adds local specifics to that one; surfacing
the parent brings the addendum with it.
``note`` records WHY the edge was drawn, for the same reason a rule
carries `why`: a later reader deciding whether it still holds needs the
reasoning, not just the fact.
"""
__tablename__ = "rule_relations"
id: Mapped[int] = mapped_column(BigInteger, primary_key=True)
from_rule_id: Mapped[int] = mapped_column(
BigInteger, ForeignKey("rules.id", ondelete="CASCADE"), index=True
)
to_rule_id: Mapped[int] = mapped_column(
BigInteger, ForeignKey("rules.id", ondelete="CASCADE"), index=True
)
# CHECK ck_rule_relations_kind (migration 0088).
kind: Mapped[str] = mapped_column(Text)
note: Mapped[str | None] = mapped_column(Text, nullable=True)
__table_args__ = (
UniqueConstraint("from_rule_id", "to_rule_id", "kind", name="uq_rule_relations_edge"),
)
def to_dict(self) -> dict:
return {
"id": self.id,
"from_rule_id": self.from_rule_id,
"to_rule_id": self.to_rule_id,
"kind": self.kind,
"note": self.note or "",
"created_at": iso(self.created_at),
}
# A rule's home is its scope: a rule in a rulebook topic is global, a rule on
# a project applies to that project, and retrieval reads that directly. There
# are no per-project subscriptions or suppressions (migration 0101 dropped
# those tables); a project that departs from a global rule writes a project
# rule with an `overrides` relation.
src/grimoire/models/setting.py
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from sqlalchemy import ForeignKey, Integer, Text
from sqlalchemy.orm import Mapped, mapped_column
from grimoire.models import Base
class Setting(Base):
__tablename__ = "settings"
user_id: Mapped[int] = mapped_column(
Integer, ForeignKey("users.id", ondelete="CASCADE"), primary_key=True
)
key: Mapped[str] = mapped_column(Text, primary_key=True)
value: Mapped[str] = mapped_column(Text, default="")
def to_dict(self) -> dict:
return {"key": self.key, "value": self.value}
src/grimoire/models/share.py
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from sqlalchemy import CheckConstraint, ForeignKey, Integer, Text
from sqlalchemy.orm import Mapped, mapped_column
from grimoire.models import Base
from grimoire.models.base import TimestampMixin, iso
class ProjectShare(Base, TimestampMixin):
__tablename__ = "project_shares"
__table_args__ = (
CheckConstraint(
"(shared_with_user_id IS NOT NULL) != (shared_with_group_id IS NOT NULL)",
name="ck_ps_exclusive_target",
),
)
id: Mapped[int] = mapped_column(Integer, primary_key=True)
project_id: Mapped[int] = mapped_column(
Integer, ForeignKey("projects.id", ondelete="CASCADE"), nullable=False
)
shared_with_user_id: Mapped[int | None] = mapped_column(
Integer, ForeignKey("users.id", ondelete="CASCADE")
)
shared_with_group_id: Mapped[int | None] = mapped_column(
Integer, ForeignKey("groups.id", ondelete="CASCADE")
)
permission: Mapped[str] = mapped_column(Text, nullable=False)
invited_by: Mapped[int] = mapped_column(
Integer, ForeignKey("users.id"), nullable=False
)
def to_dict(self) -> dict:
return {
"id": self.id,
"project_id": self.project_id,
"shared_with_user_id": self.shared_with_user_id,
"shared_with_group_id": self.shared_with_group_id,
"permission": self.permission,
"invited_by": self.invited_by,
"created_at": iso(self.created_at),
"updated_at": iso(self.updated_at),
}
class NoteShare(Base, TimestampMixin):
__tablename__ = "note_shares"
__table_args__ = (
CheckConstraint(
"(shared_with_user_id IS NOT NULL) != (shared_with_group_id IS NOT NULL)",
name="ck_ns_exclusive_target",
),
)
id: Mapped[int] = mapped_column(Integer, primary_key=True)
note_id: Mapped[int] = mapped_column(
Integer, ForeignKey("notes.id", ondelete="CASCADE"), nullable=False
)
shared_with_user_id: Mapped[int | None] = mapped_column(
Integer, ForeignKey("users.id", ondelete="CASCADE")
)
shared_with_group_id: Mapped[int | None] = mapped_column(
Integer, ForeignKey("groups.id", ondelete="CASCADE")
)
permission: Mapped[str] = mapped_column(Text, nullable=False)
invited_by: Mapped[int] = mapped_column(
Integer, ForeignKey("users.id"), nullable=False
)
def to_dict(self) -> dict:
return {
"id": self.id,
"note_id": self.note_id,
"shared_with_user_id": self.shared_with_user_id,
"shared_with_group_id": self.shared_with_group_id,
"permission": self.permission,
"invited_by": self.invited_by,
"created_at": iso(self.created_at),
"updated_at": iso(self.updated_at),
}
src/grimoire/models/system.py
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from sqlalchemy import ForeignKey, Index, Integer, Text, UniqueConstraint, text
from sqlalchemy.dialects.postgresql import JSONB
from sqlalchemy.orm import Mapped, mapped_column
from grimoire.models import Base
from grimoire.models.base import CreatedAtMixin, SoftDeleteMixin, TimestampMixin, iso
class System(Base, TimestampMixin, SoftDeleteMixin):
"""A per-project, reusable, self-describing subsystem/area.
Any record (note, task, or issue) can be associated with one or more
systems via record_systems, so research notes, build-tasks, and corrective
work line up under the same area — and recurring problem-areas become
filterable. Self-describing (name + description) because a bare name is
never enough to convey what a system is or how it's used.
"""
__tablename__ = "systems"
id: Mapped[int] = mapped_column(primary_key=True)
user_id: Mapped[int] = mapped_column(
Integer, ForeignKey("users.id", ondelete="CASCADE")
)
project_id: Mapped[int] = mapped_column(
Integer, ForeignKey("projects.id", ondelete="CASCADE")
)
name: Mapped[str] = mapped_column(Text, default="", server_default="")
# The GLOBAL area this local System is an instance of.
# Nullable and SET NULL on purpose: the catalog is a convergence aid, not a
# gate — an unmapped System is fully usable, and retiring a canonical entry
# must never take a project's System with it. The local `name` is NEVER
# rewritten to match the canonical one; this column is the join key, and
# the name stays whatever the project calls the area.
canonical_id: Mapped[int | None] = mapped_column(
Integer, ForeignKey("canonical_systems.id", ondelete="SET NULL"), nullable=True
)
description: Mapped[str | None] = mapped_column(Text, nullable=True)
color: Mapped[str | None] = mapped_column(Text, nullable=True)
# active | archived — systems accumulate; archive rather than delete.
status: Mapped[str] = mapped_column(Text, default="active", server_default="active")
order_index: Mapped[int] = mapped_column(Integer, default=0, server_default="0")
# The files that ARE this area, as globs relative to the repo root
# The description says what the area is FOR; these say
# where it lives, so a command or edit touching those files can be
# resolved to the System — and its rulings — without a similarity search.
# NOT NULL with a `[]` default for the reason DesignToken.supersedes gives:
# a nullable list has two empties, and every reader must handle both.
path_patterns: Mapped[list] = mapped_column(
JSONB, nullable=False, default=list, server_default=text("'[]'::jsonb")
)
__table_args__ = (
Index("ix_systems_project_id", "project_id"),
)
def to_dict(self) -> dict:
return {
"id": self.id,
"user_id": self.user_id,
"project_id": self.project_id,
"name": self.name,
"canonical_id": self.canonical_id,
"description": self.description,
"color": self.color,
"status": self.status,
"order_index": self.order_index,
"path_patterns": list(self.path_patterns or []),
"created_at": iso(self.created_at),
"updated_at": iso(self.updated_at),
}
class RecordSystem(Base, CreatedAtMixin):
"""M2M association: a record (notes.id — any note/task/issue) <-> a System.
Mutable over time; uniqueness keeps a record from linking the same system
twice. Cascades on both sides, so deleting a record or a system clears its
associations.
"""
__tablename__ = "record_systems"
id: Mapped[int] = mapped_column(primary_key=True)
note_id: Mapped[int] = mapped_column(
Integer, ForeignKey("notes.id", ondelete="CASCADE")
)
system_id: Mapped[int] = mapped_column(
Integer, ForeignKey("systems.id", ondelete="CASCADE")
)
__table_args__ = (
UniqueConstraint("note_id", "system_id", name="uq_record_systems_note_system"),
Index("ix_record_systems_note_id", "note_id"),
Index("ix_record_systems_system_id", "system_id"),
)
src/grimoire/models/system_usage.py
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from sqlalchemy import BigInteger, Index, Text
from sqlalchemy.orm import Mapped, mapped_column
from grimoire.models import Base
from grimoire.models.base import CreatedAtMixin, iso
SURFACED = "surfaced"
PULLED = "pulled"
class SystemUsageEvent(Base, CreatedAtMixin):
"""One row per time a System's rulings were SHOWN to the agent because its
files were touched, or the System was PULLED in full.
The third of the usage tables, after `note_usage_events` and
`rule_usage_events`, and separate from both for the reason the rule twin
gives: identity at restore. A System id is its own namespace, mapped
through the restore's system map; parked in either sibling's id column it
would come back attached to whatever note or rule took that number.
What it answers: whether an area's rulings, delivered by path rather than
by a ranker, are then read (`get_system`) — and so whether delivery by
path earns its line.
FK-free on `system_id`, `user_id` and `project_id`, like its siblings:
telemetry outlives the row it describes.
"""
__tablename__ = "system_usage_events"
id: Mapped[int] = mapped_column(BigInteger, primary_key=True)
user_id: Mapped[int | None] = mapped_column(BigInteger, nullable=True)
system_id: Mapped[int] = mapped_column(BigInteger, nullable=False)
# 'surfaced' | 'pulled'. Plain Text, no CHECK, like the siblings.
event: Mapped[str] = mapped_column(Text, nullable=False)
# Which surface produced it — a convention, not a vocabulary (see the
# note twin). `grep -rn record_system_ src/` is the authoritative list.
source: Mapped[str] = mapped_column(Text, nullable=False)
# The project the READER was in, not the System's own.
project_id: Mapped[int | None] = mapped_column(BigInteger, nullable=True)
__table_args__ = (
Index("ix_system_usage_system_event", "system_id", "event"),
Index("ix_system_usage_created_at", "created_at"),
)
def to_dict(self) -> dict:
return {
"id": self.id,
"created_at": iso(self.created_at),
"user_id": self.user_id,
"system_id": self.system_id,
"event": self.event,
"source": self.source,
"project_id": self.project_id,
}
src/grimoire/models/task_log.py
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from sqlalchemy import ForeignKey, Integer, Text
from sqlalchemy.orm import Mapped, mapped_column
from grimoire.models import Base
from grimoire.models.base import TimestampMixin, iso
class TaskLog(Base, TimestampMixin):
__tablename__ = "task_logs"
id: Mapped[int] = mapped_column(primary_key=True)
task_id: Mapped[int] = mapped_column(Integer, ForeignKey("notes.id", ondelete="CASCADE"))
user_id: Mapped[int] = mapped_column(Integer, ForeignKey("users.id", ondelete="CASCADE"))
content: Mapped[str] = mapped_column(Text)
duration_minutes: Mapped[int | None] = mapped_column(Integer, nullable=True)
def to_dict(self) -> dict:
return {
"id": self.id,
"task_id": self.task_id,
"user_id": self.user_id,
"content": self.content,
"duration_minutes": self.duration_minutes,
"created_at": iso(self.created_at),
"updated_at": iso(self.updated_at),
}
src/grimoire/models/user.py
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from sqlalchemy import Index, Integer, Text
from sqlalchemy.orm import Mapped, mapped_column
from grimoire.models import Base
from grimoire.models.base import CreatedAtMixin, iso
class User(Base, CreatedAtMixin):
__tablename__ = "users"
id: Mapped[int] = mapped_column(primary_key=True)
username: Mapped[str] = mapped_column(Text, unique=True, nullable=False)
email: Mapped[str | None] = mapped_column(Text, nullable=True)
password_hash: Mapped[str | None] = mapped_column(Text, nullable=True)
oauth_sub: Mapped[str | None] = mapped_column(Text, unique=True, nullable=True)
role: Mapped[str] = mapped_column(Text, nullable=False, default="user")
session_version: Mapped[int] = mapped_column(Integer, nullable=False, default=1)
__table_args__ = (
Index("ix_users_username", "username"),
)
def to_dict(self) -> dict:
return {
"id": self.id,
"username": self.username,
"email": self.email,
"role": self.role,
"created_at": iso(self.created_at),
"has_password": self.password_hash is not None,
}
src/grimoire/rate_limit.py
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"""In-process sliding-window rate limiter.
IMPORTANT — deployment note:
Rate limit counters are stored in memory and are lost on process restart.
When deployed behind a reverse proxy (nginx, Caddy, Traefik) you MUST set
TRUST_PROXY_HEADERS=true so that the real client IP is used as the bucket key
rather than the proxy's IP (which would cause all users to share one bucket).
"""
import asyncio
import time
from collections import defaultdict
_buckets: dict[str, list[float]] = defaultdict(list)
_lock = asyncio.Lock()
async def is_rate_limited(key: str, max_requests: int, window_seconds: int) -> bool:
"""Returns True if request should be blocked (limit exceeded)."""
async with _lock:
now = time.monotonic()
cutoff = now - window_seconds
_buckets[key] = [t for t in _buckets[key] if t > cutoff]
if len(_buckets[key]) >= max_requests:
return True
_buckets[key].append(now)
return False
src/grimoire/restore.py
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"""Restore a Grimoire backup into an empty instance, from the command line.
python -m grimoire.restore /backups/scribe-20261015T020000Z.tar
This is how a fresh instance is brought back after losing the old one. Run it
inside the Grimoire container, which already has the database settings and has
already migrated the schema on start. It reads either the scheduled backup's
tar (services/backup_file.py) or the JSON the admin download produces.
It refuses a database that already holds an account. A restore re-creates
every user, project and record from the file with new ids; into a live
instance it would add a second copy of everything rather than replace it.
(Settings → Backup & Restore still offers the upload for that case, on
purpose and with its own warning.)
Unlike the upload, nothing limits the file's size here, so this is also the
way in for a backup too big for the web upload.
Afterwards, restart Grimoire: search indexes are not part of a backup and are
rebuilt from the restored records at startup.
"""
from __future__ import annotations
import argparse
import asyncio
import json
import sys
from pathlib import Path
from sqlalchemy import func, select
def load_backup(path: Path) -> dict:
"""The payload in `path`, whichever of the two backup formats it is."""
from grimoire.services.backup_file import is_archive, read_archive
with open(path, "rb") as f:
if is_archive(f):
return read_archive(f)
return json.load(f)
async def _account_count() -> int:
from grimoire.models import async_session
from grimoire.models.user import User
async with async_session() as session:
return (await session.execute(select(func.count()).select_from(User))).scalar_one()
async def run(path: Path) -> int:
from grimoire.models import engine
from grimoire.services.backup import restore_full_backup
from grimoire.services.backup_file import ArchiveError
try:
try:
payload = load_backup(path)
except FileNotFoundError:
print(f"There is no file at {path}.", file=sys.stderr)
return 2
except (ArchiveError, ValueError) as exc:
print(f"{path} isn't a backup this Grimoire can read: {exc}", file=sys.stderr)
return 2
accounts = await _account_count()
if accounts:
print(
f"This database already holds {accounts} account(s). A restore adds a second "
"copy of everything rather than replacing it, so it only runs into an empty "
"instance. Start Grimoire on an empty database and run this again.",
file=sys.stderr,
)
return 3
stats = await restore_full_backup(payload)
print(json.dumps({"restored": stats}, indent=2, default=str))
print("Restored. Restart Grimoire so the search indexes are rebuilt.", file=sys.stderr)
return 0
finally:
await engine.dispose()
def main(argv: list[str] | None = None) -> int:
parser = argparse.ArgumentParser(
prog="python -m grimoire.restore",
description="Restore a Grimoire backup (.tar or .json) into an empty instance.",
)
parser.add_argument("file", type=Path, help="the backup file")
args = parser.parse_args(argv)
return asyncio.run(run(args.file))
if __name__ == "__main__":
sys.exit(main())
src/grimoire/routes/__init__.py
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src/grimoire/routes/admin.py
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import asyncio
import json
from quart import Blueprint, Response, g, jsonify, request
from grimoire.auth import admin_required, login_required, get_current_user_id
from grimoire.services.auth import (
create_invitation,
delete_user,
is_registration_open,
list_pending_invitations,
list_users,
revoke_invitation,
set_registration_open,
)
from grimoire.services.backup import (
export_full_backup,
export_user_backup,
restore_full_backup,
)
from grimoire.services.email import SMTP_SETTING_KEYS, get_base_url, get_smtp_config, is_smtp_configured, send_test_email
from grimoire.services.logging import get_logs, get_log_stats, log_audit
from grimoire.services.notifications import send_invitation_email
from grimoire.services.settings import (
SECRET_MASK,
get_admin_setting,
set_admin_setting,
set_setting,
set_settings_batch,
)
admin_bp = Blueprint("admin", __name__, url_prefix="/api/admin")
@admin_bp.route("/backup", methods=["GET"])
@login_required
async def backup():
uid = get_current_user_id()
scope = request.args.get("scope", "user")
if scope == "full":
# Full backup requires admin
if g.user.role != "admin":
return jsonify({"error": "Admin access required for full backup"}), 403
data = await export_full_backup()
else:
data = await export_user_backup(uid)
await log_audit("backup", user_id=uid, username=g.user.username, ip_address=request.remote_addr, details={"scope": scope})
return Response(
json.dumps(data, indent=2, default=str),
content_type="application/json",
headers={
"Content-Disposition": f'attachment; filename="fabled-backup-{scope}.json"',
},
)
@admin_bp.route("/restore", methods=["POST"])
@admin_required
async def restore():
"""Restore from an uploaded backup: the JSON download (application/json)
or the scheduled backup's tar (sent as the raw body). The upload is held
to the app's request-size limit; `python -m grimoire.restore` has none, and
is the way in for a bigger file or a fresh instance."""
if request.mimetype == "application/json":
data = await request.get_json()
else:
import io
from grimoire.services.backup_file import ArchiveError, read_archive
try:
data = read_archive(io.BytesIO(await request.get_data()))
except ArchiveError as exc:
return jsonify({"error": f"That file isn't a Grimoire backup: {exc}"}), 400
if not data:
return jsonify({"error": "No backup data provided"}), 400
stats = await restore_full_backup(data)
uid = get_current_user_id()
await log_audit("restore", user_id=uid, username=g.user.username, ip_address=request.remote_addr, details={"stats": stats})
return jsonify({"status": "ok", "stats": stats})
@admin_bp.route("/users", methods=["GET"])
@admin_required
async def get_users():
users = await list_users()
return jsonify({"users": [u.to_dict() for u in users]})
@admin_bp.route("/users/<int:user_id>", methods=["DELETE"])
@admin_required
async def remove_user(user_id: int):
current_uid = get_current_user_id()
if user_id == current_uid:
return jsonify({"error": "Cannot delete your own account"}), 400
deleted = await delete_user(user_id)
if not deleted:
return jsonify({"error": "User not found"}), 404
await log_audit("user_delete", user_id=current_uid, username=g.user.username, ip_address=request.remote_addr, details={"deleted_user_id": user_id})
return jsonify({"status": "ok"})
@admin_bp.route("/registration", methods=["GET"])
@admin_required
async def get_registration():
open_status = await is_registration_open()
return jsonify({"open": open_status})
@admin_bp.route("/registration", methods=["PUT"])
@admin_required
async def toggle_registration():
data = await request.get_json()
open_val = data.get("open")
if open_val is None:
return jsonify({"error": "Missing 'open' field"}), 400
uid = get_current_user_id()
await set_registration_open(uid, bool(open_val))
await log_audit("registration_toggle", user_id=uid, username=g.user.username, ip_address=request.remote_addr, details={"open": bool(open_val)})
return jsonify({"status": "ok", "open": bool(open_val)})
@admin_bp.route("/smtp", methods=["GET"])
@admin_required
async def get_smtp():
config = await get_smtp_config()
# Mask password
if config.get("smtp_password"):
config["smtp_password"] = SECRET_MASK
return jsonify(config)
@admin_bp.route("/smtp", methods=["PUT"])
@admin_required
async def update_smtp():
data = await request.get_json()
uid = get_current_user_id()
settings_to_save = {}
for key in SMTP_SETTING_KEYS:
if key in data:
# Skip password if it's the mask placeholder
if key == "smtp_password" and data[key] == SECRET_MASK:
continue
settings_to_save[key] = str(data[key])
if settings_to_save:
await set_settings_batch(uid, settings_to_save)
await log_audit("smtp_config", user_id=uid, username=g.user.username, ip_address=request.remote_addr)
return jsonify({"status": "ok"})
@admin_bp.route("/smtp/test", methods=["POST"])
@admin_required
async def test_smtp():
data = await request.get_json()
recipient = (data.get("recipient") or "").strip()
if not recipient:
return jsonify({"error": "Recipient email is required"}), 400
uid = get_current_user_id()
try:
await send_test_email(recipient)
await log_audit("smtp_test", user_id=uid, username=g.user.username, ip_address=request.remote_addr, details={"recipient": recipient})
return jsonify({"status": "ok"})
except Exception as e:
return jsonify({"error": str(e)}), 500
# The forge CONFIG is per-user keyring rows (Settings → Git forges); what
# stays admin is the webhook secret, because the push endpoint
# is one URL per instance and authenticates deliveries, not users.
@admin_bp.route("/forge-webhook", methods=["GET"])
@admin_required
async def get_forge_webhook_settings():
from grimoire.config import Config
from grimoire.routes.webhooks import FORGE_WEBHOOK_SECRET_KEY
webhook_secret = (
await get_admin_setting(FORGE_WEBHOOK_SECRET_KEY, "")
or Config.FORGE_WEBHOOK_SECRET
)
return jsonify({
# Secrets never leave the server — the smtp_password convention:
# masked when set, empty when not.
"webhook_secret": SECRET_MASK if webhook_secret else "",
})
@admin_bp.route("/forge-webhook", methods=["PUT"])
@admin_required
async def update_forge_webhook_settings():
from grimoire.routes.webhooks import FORGE_WEBHOOK_SECRET_KEY
data = await request.get_json() or {}
uid = get_current_user_id()
webhook_secret = data.get("webhook_secret")
# The mask coming back means "unchanged" — the form round-trips what GET
# showed it, and storing the mask would silently break the integration.
if webhook_secret is not None and webhook_secret != SECRET_MASK:
await set_admin_setting(FORGE_WEBHOOK_SECRET_KEY, str(webhook_secret))
# The secret is deliberately absent from the audit detail.
await log_audit(
"forge_webhook_config", user_id=uid, username=g.user.username,
ip_address=request.remote_addr, details={},
)
return jsonify({"status": "ok"})
@admin_bp.route("/logs", methods=["GET"])
@admin_required
async def list_logs():
category = request.args.get("category")
user_id = request.args.get("user_id", type=int)
search = request.args.get("search")
date_from = request.args.get("date_from")
date_to = request.args.get("date_to")
limit = request.args.get("limit", 50, type=int)
offset = request.args.get("offset", 0, type=int)
logs, total = await get_logs(
category=category,
user_id=user_id,
search=search,
date_from=date_from,
date_to=date_to,
limit=min(limit, 200),
offset=offset,
)
return jsonify({"logs": logs, "total": total})
@admin_bp.route("/logs/stats", methods=["GET"])
@admin_required
async def log_stats():
stats = await get_log_stats()
return jsonify(stats)
@admin_bp.route("/base-url", methods=["GET"])
@admin_required
async def get_base_url_setting():
base_url = await get_base_url()
return jsonify({"base_url": base_url})
@admin_bp.route("/base-url", methods=["PUT"])
@admin_required
async def update_base_url():
data = await request.get_json()
url = (data.get("base_url") or "").strip().rstrip("/")
if url:
scheme = url.split("://")[0].lower() if "://" in url else ""
if scheme not in ("http", "https"):
return jsonify({"error": "Base URL must use http or https"}), 400
uid = get_current_user_id()
await set_setting(uid, "base_url", url)
await log_audit("base_url_config", user_id=uid, username=g.user.username, ip_address=request.remote_addr, details={"base_url": url})
return jsonify({"status": "ok"})
@admin_bp.route("/db-maintenance", methods=["GET"])
@admin_required
async def get_db_maintenance():
"""Current DB-maintenance config + the last run's summary."""
from grimoire.services.db_maintenance import get_last_run
from grimoire.services.db_maintenance_scheduler import (
get_maintenance_hour,
is_maintenance_enabled,
)
return jsonify({
"enabled": await is_maintenance_enabled(),
"hour": await get_maintenance_hour(),
"last_run": await get_last_run(),
})
@admin_bp.route("/db-maintenance/health", methods=["GET"])
@admin_required
async def get_db_maintenance_health():
"""Read-only per-table bloat/health stats from Postgres + total DB size."""
from grimoire.services.db_maintenance import get_table_health
return jsonify(await get_table_health())
@admin_bp.route("/db-maintenance", methods=["PUT"])
@admin_required
async def update_db_maintenance():
"""Set whether scheduled maintenance runs and at what UTC hour."""
from grimoire.services.db_maintenance_scheduler import reschedule_db_maintenance
data = await request.get_json() or {}
enabled = bool(data.get("enabled", True))
try:
hour = int(data.get("hour", 4))
except (TypeError, ValueError):
return jsonify({"error": "hour must be an integer 0–23"}), 400
if not 0 <= hour <= 23:
return jsonify({"error": "hour must be between 0 and 23"}), 400
await set_admin_setting("db_maintenance_enabled", "true" if enabled else "false")
await set_admin_setting("db_maintenance_hour", str(hour))
reschedule_db_maintenance(hour)
uid = get_current_user_id()
await log_audit(
"db_maintenance_config", user_id=uid, username=g.user.username,
ip_address=request.remote_addr, details={"enabled": enabled, "hour": hour},
)
return jsonify({"status": "ok", "enabled": enabled, "hour": hour})
@admin_bp.route("/db-maintenance/run", methods=["POST"])
@admin_required
async def run_db_maintenance_now():
"""Run a VACUUM (ANALYZE) sweep immediately and return its summary."""
from grimoire.services.db_maintenance import run_maintenance
uid = get_current_user_id()
await log_audit(
"db_maintenance_run", user_id=uid, username=g.user.username,
ip_address=request.remote_addr,
)
summary = await run_maintenance()
return jsonify(summary)
# ── Scheduled backups ────────────────────────────────────────────────────────
# One dated, uncompressed tar per run to a folder or an S3 bucket — see
# services/backup_file.py for why it is shaped that way, backup_destination.py
# for where it goes, backup_job.py for when.
# How long "Test" waits on the destination. A folder on a hung NFS mount has
# no timeout of its own, and the request must come back either way.
_BACKUP_CHECK_TIMEOUT = 45.0
async def _backups_payload() -> dict:
from datetime import datetime, timezone
from grimoire.services import backup_destination as dest
from grimoire.services import backup_job as job
config = await dest.load_config()
secret, stored = await dest.load_secret()
runs = await job.list_runs()
return {
"config": config.to_dict(),
# Never the secret itself: whether one is kept, and whether this
# instance can still open it (it can't after a restore onto another
# SECRET_KEY, and then it has to be entered again).
"secret": {"set": stored, "readable": secret is not None},
"problems": config.problems(has_secret=secret is not None),
"running": job.is_running(),
"runs": runs,
**job.summarise(runs, enabled=config.enabled, now=datetime.now(timezone.utc)),
}
@admin_bp.route("/backups", methods=["GET"])
@admin_required
async def get_backups():
"""The backup destination, its schedule, and the recent runs."""
return jsonify(await _backups_payload())
@admin_bp.route("/backups", methods=["PUT"])
@admin_required
async def update_backups():
"""Change the destination or schedule. `s3_secret` replaces the stored
secret when it is sent and isn't the mask; `clear_s3_secret` removes it."""
from grimoire.services import backup_destination as dest
data = await request.get_json() or {}
try:
config = dest.apply_changes(await dest.load_config(), data)
except ValueError as exc:
return jsonify({"error": str(exc)}), 400
await dest.save_config(config)
secret = data.get("s3_secret")
if data.get("clear_s3_secret"):
await dest.save_secret("")
elif isinstance(secret, str) and secret and secret != SECRET_MASK:
await dest.save_secret(secret)
uid = get_current_user_id()
await log_audit(
"backup_config", user_id=uid, username=g.user.username,
ip_address=request.remote_addr,
details={**config.to_dict(), "secret_changed": bool(
data.get("clear_s3_secret") or (isinstance(secret, str) and secret and secret != SECRET_MASK)
)},
)
return jsonify(await _backups_payload())
@admin_bp.route("/backups/check", methods=["POST"])
@admin_required
async def check_backups_destination():
"""Ask the destination whether it would take a backup, without sending
one. The body may carry unsaved form values, so a destination can be
tested before it is saved; the stored secret is used unless one is sent."""
from grimoire.services import backup_destination as dest
data = await request.get_json() or {}
try:
config = dest.apply_changes(await dest.load_config(), data)
except ValueError as exc:
return jsonify({"ok": False, "message": str(exc)})
secret = data.get("s3_secret")
if not (isinstance(secret, str) and secret and secret != SECRET_MASK):
secret, _ = await dest.load_secret()
try:
message = await asyncio.wait_for(
dest.check_destination(config, secret), _BACKUP_CHECK_TIMEOUT,
)
except dest.DestinationError as exc:
return jsonify({"ok": False, "message": str(exc)})
except (TimeoutError, asyncio.TimeoutError):
return jsonify({"ok": False, "message": (
f"The destination didn't answer within {int(_BACKUP_CHECK_TIMEOUT)} seconds."
)})
return jsonify({"ok": True, "message": message})
@admin_bp.route("/backups/run", methods=["POST"])
@admin_required
async def run_backup_now():
"""Start a backup now. It runs in the background; the page follows it
through GET /backups (`running`, then the newest run)."""
from grimoire.services import backup_job as job
try:
job.start_backup_now()
except job.BackupBusy:
return jsonify({"error": "A backup is already running."}), 409
uid = get_current_user_id()
await log_audit("backup_run", user_id=uid, username=g.user.username,
ip_address=request.remote_addr, details={})
return jsonify({"status": "started"}), 202
@admin_bp.route("/invitations", methods=["POST"])
@admin_required
async def create_invite():
data = await request.get_json()
email = (data.get("email") or "").strip().lower()
if not email:
return jsonify({"error": "Email is required"}), 400
if not await is_smtp_configured():
return jsonify({"error": "SMTP is not configured. Configure email settings first."}), 400
uid = get_current_user_id()
raw_token = await create_invitation(email, uid)
base_url = await get_base_url()
invite_url = f"{base_url}/register-invite?token={raw_token}"
asyncio.create_task(send_invitation_email(email, invite_url, g.user.username))
await log_audit(
"invitation_created",
user_id=uid,
username=g.user.username,
ip_address=request.remote_addr,
details={"invited_email": email},
)
return jsonify({"status": "ok"}), 201
@admin_bp.route("/invitations", methods=["GET"])
@admin_required
async def get_invitations():
invitations = await list_pending_invitations()
return jsonify({
"invitations": [
{
"id": inv.id,
"email": inv.email,
"created_at": inv.created_at.isoformat(),
"expires_at": inv.expires_at.isoformat(),
}
for inv in invitations
]
})
@admin_bp.route("/invitations/<int:invitation_id>", methods=["DELETE"])
@admin_required
async def delete_invitation(invitation_id: int):
uid = get_current_user_id()
revoked = await revoke_invitation(invitation_id)
if not revoked:
return jsonify({"error": "Invitation not found or already used"}), 404
await log_audit(
"invitation_revoked",
user_id=uid,
username=g.user.username,
ip_address=request.remote_addr,
details={"invitation_id": invitation_id},
)
return jsonify({"status": "ok"})
src/grimoire/routes/api.py
+67
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import os
from quart import Blueprint, jsonify
api = Blueprint("api", __name__, url_prefix="/api")
@api.route("/health")
async def health():
return jsonify({"status": "ok"})
def build_version_payload() -> dict:
"""What build is this, separated into the values that answer different
questions.
A channel name ("dev", "main") is not a build identifier: with a deploy
misbehaving, the one endpoint whose job is to say which commit is serving
must not answer with the name of a branch.
The three values, and why they are three:
- `version` — the NAME, `YYYY.MM.DD.HHMM` from COMMIT time. Answers "is
this the same code?", so two channels carrying one commit report the
same string.
- `build` — the ORDERING KEY, minutes since 2020-01-01 from BUILD time.
Answers "may this be installed over that?". The ONLY value anything may
compare; it is monotonic by construction, which neither a commit count
(branches diverge) nor a commit time (rebuilds go backwards) is.
- `channel` — its own field, never folded into the name.
Plus `commit`, so the artifact's claim about itself can be checked against
the `:<sha>` it was published under.
ABSENT RATHER THAN EMPTY when unknown. A local build has no ordering key
and no channel, and saying so is honest; emitting `""` or a placeholder
would let it claim a position in an update order it is not part of. A
reader must treat a missing `build` as "cannot be ordered", not as zero.
"""
payload: dict = {"version": os.environ.get("APP_VERSION", "dev")}
# Reported verbatim, never validated against an enum — a build claiming
# something unexpected is better shown than dropped.
for key, env in (("channel", "APP_CHANNEL"), ("commit", "APP_COMMIT")):
value = (os.environ.get(env) or "").strip()
if value:
payload[key] = value
raw_key = (os.environ.get("APP_BUILD_KEY") or "").strip()
if raw_key:
try:
# An INTEGER, not a string. A string ordering key is how a
# comparison silently becomes lexicographic — "9" > "10" — which
# is the same class of fault as folding the channel in: it reads
# fine and orders wrong.
payload["build"] = int(raw_key)
except ValueError:
# A malformed key is omitted rather than passed through: a reader
# that cannot order is correct, one that orders on garbage is not.
pass
return payload
@api.route("/version")
async def version():
return jsonify(build_version_payload())
src/grimoire/routes/api_keys.py
+42
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from quart import Blueprint, jsonify, request
from grimoire.auth import login_required, get_current_user_id
from grimoire.services.api_keys import create_api_key, list_api_keys, revoke_api_key
api_keys_bp = Blueprint("api_keys", __name__, url_prefix="/api/api-keys")
@api_keys_bp.route("", methods=["GET"])
@login_required
async def list_keys_route():
uid = get_current_user_id()
keys = await list_api_keys(uid)
return jsonify({"api_keys": keys})
@api_keys_bp.route("", methods=["POST"])
@login_required
async def create_key_route():
uid = get_current_user_id()
data = await request.get_json(force=True, silent=True) or {}
name = (data.get("name") or "").strip()
scope = (data.get("scope") or "").strip()
if not name:
return jsonify({"error": "name is required"}), 400
if scope not in ("read", "write"):
return jsonify({"error": "scope must be 'read' or 'write'"}), 400
full_key, key_dict = await create_api_key(uid, name=name, scope=scope)
# Return the full key ONCE — it is never retrievable again
return jsonify({"key": full_key, "api_key": key_dict}), 201
@api_keys_bp.route("/<int:key_id>", methods=["DELETE"])
@login_required
async def revoke_key_route(key_id: int):
uid = get_current_user_id()
deleted = await revoke_api_key(uid, key_id)
if not deleted:
return jsonify({"error": "API key not found"}), 404
return "", 204
src/grimoire/routes/auth.py
+375
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import asyncio
import base64
import hashlib
import os
import secrets
from quart import Blueprint, g, jsonify, redirect, request, session
from grimoire.auth import login_required, get_current_user_id
from grimoire.config import Config
from grimoire.rate_limit import is_rate_limited
from grimoire.services.auth import (
authenticate,
change_password,
create_password_reset_token,
create_user,
get_user_by_email,
get_user_by_id,
get_user_by_username,
get_user_count,
invalidate_other_sessions,
is_registration_open,
register_with_invitation,
reset_password_with_token,
update_user_email,
validate_invitation_token,
verify_password,
)
from grimoire.services.logging import log_audit
from grimoire.services.notifications import (
notify_security_event,
send_password_reset_email,
send_password_reset_success_email,
)
from grimoire.services.email import get_base_url, is_smtp_configured
from grimoire.services.oauth import (
build_auth_url,
exchange_code,
get_userinfo,
find_or_create_oauth_user,
)
auth_bp = Blueprint("auth", __name__, url_prefix="/api/auth")
def _client_ip() -> str:
if Config.TRUST_PROXY_HEADERS:
for header in ("X-Forwarded-For", "X-Real-IP"):
val = request.headers.get(header, "").split(",")[0].strip()
if val:
return val
return request.remote_addr or ""
@auth_bp.route("/register", methods=["POST"])
async def register():
if not Config.LOCAL_AUTH_ENABLED:
return jsonify({"error": "Local authentication is disabled. Please use SSO."}), 403
if await is_rate_limited(f"register:{_client_ip()}", max_requests=5, window_seconds=300):
return jsonify({"error": "Too many registration attempts. Try again later."}), 429
if not await is_registration_open():
return jsonify({"error": "Registration is closed"}), 403
data = await request.get_json()
username = (data.get("username") or "").strip()
password = data.get("password") or ""
email = (data.get("email") or "").strip() or None
if not username:
return jsonify({"error": "Username is required"}), 400
if len(password) < 8:
return jsonify({"error": "Password must be at least 8 characters"}), 400
try:
user = await create_user(username, password, email)
except Exception:
return jsonify({"error": "Username already taken"}), 409
session["user_id"] = user.id
session["session_version"] = user.session_version
await log_audit("register", user_id=user.id, username=user.username, ip_address=_client_ip())
return jsonify(user.to_dict()), 201
@auth_bp.route("/login", methods=["POST"])
async def login():
if not Config.LOCAL_AUTH_ENABLED:
return jsonify({"error": "Local authentication is disabled. Please use SSO."}), 403
if await is_rate_limited(f"login:{_client_ip()}", max_requests=10, window_seconds=60):
return jsonify({"error": "Too many login attempts. Try again later."}), 429
data = await request.get_json()
username = (data.get("username") or "").strip()
password = data.get("password") or ""
if not username or not password:
return jsonify({"error": "Username and password are required"}), 400
user = await authenticate(username, password)
if not user:
await log_audit("login_failed", username=username, ip_address=_client_ip())
# Try to notify the actual user about the failed attempt
target_user = await get_user_by_username(username)
if target_user:
asyncio.create_task(notify_security_event(
target_user.id, "login_failed",
{"ip_address": _client_ip(), "username": username},
))
return jsonify({"error": "Invalid username or password"}), 401
session["user_id"] = user.id
session["session_version"] = user.session_version
await log_audit("login", user_id=user.id, username=user.username, ip_address=_client_ip())
asyncio.create_task(notify_security_event(
user.id, "login",
{"ip_address": _client_ip()},
))
return jsonify(user.to_dict())
@auth_bp.route("/logout", methods=["POST"])
async def logout():
uid = session.get("user_id")
if uid:
user = await get_user_by_id(uid)
await log_audit("logout", user_id=uid, username=user.username if user else None, ip_address=_client_ip())
asyncio.create_task(notify_security_event(
uid, "logout",
{"ip_address": _client_ip()},
))
session.clear()
return jsonify({"status": "ok"})
@auth_bp.route("/me", methods=["GET"])
@login_required
async def me():
user = await get_user_by_id(get_current_user_id())
if not user:
return jsonify({"error": "User not found"}), 404
return jsonify(user.to_dict())
@auth_bp.route("/password", methods=["PUT"])
@login_required
async def update_password():
data = await request.get_json()
current = data.get("current_password") or ""
new_pw = data.get("new_password") or ""
if not current:
return jsonify({"error": "Current password is required"}), 400
if len(new_pw) < 8:
return jsonify({"error": "New password must be at least 8 characters"}), 400
uid = get_current_user_id()
new_version = await change_password(uid, current, new_pw)
if new_version is None:
return jsonify({"error": "Current password is incorrect"}), 403
# Keep the current session alive with the new version (other sessions are now invalidated)
session["session_version"] = new_version
await log_audit("password_change", user_id=uid, username=g.user.username, ip_address=_client_ip())
asyncio.create_task(notify_security_event(
uid, "password_change",
{"ip_address": _client_ip()},
))
return jsonify({"status": "ok"})
@auth_bp.route("/invalidate-sessions", methods=["POST"])
@login_required
async def invalidate_sessions_route():
"""Invalidate all other active sessions by bumping the session version.
The current session is kept alive. Useful after an SSO/OAuth password change
where the app has no visibility into credential rotation.
"""
uid = get_current_user_id()
new_version = await invalidate_other_sessions(uid)
session["session_version"] = new_version
await log_audit("sessions_invalidated", user_id=uid, username=g.user.username, ip_address=_client_ip())
return jsonify({"status": "ok"})
@auth_bp.route("/email", methods=["PUT"])
@login_required
async def update_email():
data = await request.get_json()
new_email = (data.get("email") or "").strip().lower() or None
password = data.get("password") or ""
uid = get_current_user_id()
user = await get_user_by_id(uid)
if not user:
return jsonify({"error": "User not found"}), 404
# Require password confirmation only for local-auth users
if user.password_hash is not None:
if not password:
return jsonify({"error": "Password is required to change your email"}), 400
if not verify_password(password, user.password_hash):
return jsonify({"error": "Incorrect password"}), 403
# Check the new email isn't taken by a different account
if new_email:
existing = await get_user_by_email(new_email)
if existing and existing.id != uid:
return jsonify({"error": "Email already in use by another account"}), 409
await update_user_email(uid, new_email)
await log_audit("email_change", user_id=uid, username=user.username, ip_address=_client_ip())
updated = await get_user_by_id(uid)
return jsonify(updated.to_dict())
@auth_bp.route("/forgot-password", methods=["POST"])
async def forgot_password():
if await is_rate_limited(f"forgot:{_client_ip()}", max_requests=5, window_seconds=300):
return jsonify({"status": "ok"})
data = await request.get_json()
email = (data.get("email") or "").strip().lower()
if not email:
return jsonify({"error": "Email is required"}), 400
# Always return success to prevent email enumeration
user = await get_user_by_email(email)
if user and await is_smtp_configured():
raw_token = await create_password_reset_token(user.id)
base_url = await get_base_url()
reset_url = f"{base_url}/reset-password?token={raw_token}"
asyncio.create_task(send_password_reset_email(user.email, reset_url))
await log_audit(
"password_reset_requested",
user_id=user.id,
username=user.username,
ip_address=_client_ip(),
)
return jsonify({"status": "ok"})
@auth_bp.route("/reset-password", methods=["POST"])
async def reset_password():
if await is_rate_limited(f"reset:{_client_ip()}", max_requests=10, window_seconds=60):
return jsonify({"error": "Too many attempts. Try again later."}), 429
data = await request.get_json()
token = (data.get("token") or "").strip()
new_password = data.get("new_password") or ""
if not token:
return jsonify({"error": "Reset token is required"}), 400
if len(new_password) < 8:
return jsonify({"error": "Password must be at least 8 characters"}), 400
user_id = await reset_password_with_token(token, new_password)
if user_id is None:
return jsonify({"error": "Invalid or expired reset link"}), 400
user = await get_user_by_id(user_id)
if user:
await log_audit(
"password_reset_completed",
user_id=user.id, username=user.username, ip_address=_client_ip(),
)
if user.email:
asyncio.create_task(send_password_reset_success_email(user.email))
return jsonify({"status": "ok"})
@auth_bp.route("/invitation/<token>", methods=["GET"])
async def check_invitation(token: str):
invitation = await validate_invitation_token(token)
if not invitation:
return jsonify({"valid": False})
return jsonify({"valid": True, "email": invitation.email})
@auth_bp.route("/register-with-invite", methods=["POST"])
async def register_with_invite():
data = await request.get_json()
raw_token = (data.get("token") or "").strip()
username = (data.get("username") or "").strip()
password = data.get("password") or ""
if not raw_token:
return jsonify({"error": "Invitation token is required"}), 400
if not username:
return jsonify({"error": "Username is required"}), 400
if len(password) < 8:
return jsonify({"error": "Password must be at least 8 characters"}), 400
try:
user = await register_with_invitation(raw_token, username, password)
except Exception:
return jsonify({"error": "Username already taken"}), 409
if not user:
return jsonify({"error": "Invalid or expired invitation"}), 400
session["user_id"] = user.id
session["session_version"] = user.session_version
await log_audit(
"register_with_invite",
user_id=user.id,
username=user.username,
ip_address=_client_ip(),
)
return jsonify(user.to_dict()), 201
@auth_bp.route("/status", methods=["GET"])
async def status():
count = await get_user_count()
reg_open = await is_registration_open()
return jsonify({
"has_users": count > 0,
"registration_open": reg_open,
"oauth_enabled": Config.oidc_enabled(),
"local_auth_enabled": Config.LOCAL_AUTH_ENABLED,
})
@auth_bp.route("/oauth/login", methods=["GET"])
async def oauth_login():
if not Config.oidc_enabled():
return jsonify({"error": "SSO is not configured"}), 404
state = secrets.token_hex(32)
code_verifier = secrets.token_urlsafe(64)
digest = hashlib.sha256(code_verifier.encode()).digest()
code_challenge = base64.urlsafe_b64encode(digest).rstrip(b"=").decode()
session["oauth_state"] = state
session["oauth_code_verifier"] = code_verifier
url = await build_auth_url(state, code_challenge)
return redirect(url)
@auth_bp.route("/oauth/callback", methods=["GET"])
async def oauth_callback():
error = request.args.get("error")
code = request.args.get("code")
state = request.args.get("state")
stored_state = session.pop("oauth_state", None)
code_verifier = session.pop("oauth_code_verifier", None)
if error or not code or state != stored_state:
return redirect("/login?error=oauth")
redirect_uri = Config.BASE_URL.rstrip("/") + "/api/auth/oauth/callback"
try:
token_response = await exchange_code(code, redirect_uri, code_verifier)
claims = await get_userinfo(token_response["access_token"])
except Exception:
return redirect("/login?error=oauth")
sub = claims.get("sub", "")
# Only trust the email claim for account linking if the provider has verified it.
# An unverified email could be used to hijack an existing local account.
email_verified = claims.get("email_verified", False)
email = claims.get("email", "") if email_verified else ""
preferred_username = claims.get("preferred_username", "")
if not sub:
return redirect("/login?error=oauth")
user = await find_or_create_oauth_user(sub, email, preferred_username)
session["user_id"] = user.id
session["session_version"] = user.session_version
await log_audit("oauth_login", user_id=user.id, username=user.username, ip_address=_client_ip())
return redirect("/")
src/grimoire/routes/canonical_systems.py
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"""Canonical-system routes — the GLOBAL area vocabulary, and the mapping of a
project's Systems onto it.
Two shapes live here because they are two halves of one idea:
- `/api/canonical-systems` — the catalog itself. Readable by any signed-in
user (it is shared vocabulary, not user data); writable only by an admin,
since a global list anyone can extend stops being a shared list.
- the mapping endpoints — authorised by the PROJECT, because mapping writes a
project's own System row. The service enforces both; these are thin wrappers.
"""
import logging
from quart import Blueprint, jsonify, request
from grimoire.auth import admin_required, get_current_user_id, login_required
from grimoire.routes.utils import not_found
from grimoire.services import canonical_systems as canonical_svc
from grimoire.services.projects import get_project_for_user
logger = logging.getLogger(__name__)
canonical_systems_bp = Blueprint("canonical_systems", __name__, url_prefix="/api")
@canonical_systems_bp.route("/canonical-systems", methods=["GET"])
@login_required
async def list_canonical_systems_route():
entries = await canonical_svc.list_canonical_systems()
return jsonify({"canonical_systems": [e.to_dict() for e in entries]})
@canonical_systems_bp.route("/canonical-systems", methods=["POST"])
@admin_required
async def create_canonical_system_route():
uid = get_current_user_id()
data = await request.get_json() or {}
if not (data.get("name") or "").strip():
return jsonify({"error": "name is required"}), 400
entry = await canonical_svc.create_canonical_system(
uid, data["name"], description=data.get("description"),
)
if entry is None:
return jsonify({"error": "Permission denied"}), 403
# The slug duplicate gate answers with the entry that already covers the
# area rather than minting a second spelling of it — 409, not a silent
# second row (the whole point of the table).
if isinstance(entry, dict):
return jsonify(entry), 409
return jsonify(entry.to_dict()), 201
@canonical_systems_bp.route("/canonical-systems/<int:canonical_id>", methods=["PATCH"])
@admin_required
async def update_canonical_system_route(canonical_id: int):
uid = get_current_user_id()
data = await request.get_json() or {}
fields = {k: v for k, v in data.items() if k in ("name", "description", "order_index")}
entry = await canonical_svc.update_canonical_system(uid, canonical_id, **fields)
if entry is None:
return not_found("Canonical system")
return jsonify(entry.to_dict())
@canonical_systems_bp.route(
"/projects/<int:project_id>/canonical-proposals", methods=["GET"]
)
@login_required
async def propose_canonical_mappings_route(project_id: int):
"""Proposals only — this endpoint writes nothing. The PUT below applies one."""
uid = get_current_user_id()
if await get_project_for_user(uid, project_id) is None:
return not_found("Project")
return jsonify({"proposals": await canonical_svc.propose_mappings(uid, project_id)})
@canonical_systems_bp.route("/systems/<int:system_id>/canonical", methods=["PUT"])
@login_required
async def map_system_to_canonical_route(system_id: int):
"""Map or unmap one System. Body: {"canonical_id": <id>|null}.
Sets that column and nothing else — no rename, no change to which records
are tagged to the System.
"""
uid = get_current_user_id()
data = await request.get_json() or {}
canonical_id = data.get("canonical_id")
if canonical_id is not None and not isinstance(canonical_id, int):
return jsonify({"error": "canonical_id must be an integer or null"}), 400
system = await canonical_svc.set_system_canonical(uid, system_id, canonical_id)
if system is None:
return not_found("System or canonical system")
return jsonify(system.to_dict())
src/grimoire/routes/dashboard.py
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"""Dashboard REST endpoint — the aggregated landing payload."""
from quart import Blueprint, g, jsonify
from grimoire.auth import login_required
from grimoire.services.dashboard import build_dashboard
dashboard_bp = Blueprint("dashboard", __name__, url_prefix="/api/dashboard")
@dashboard_bp.get("")
@login_required
async def get_dashboard():
return jsonify(await build_dashboard(g.user.id))
src/grimoire/routes/design_systems.py
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"""Design system + token REST endpoints.
Wraps `services/design_systems.py`, which owns the ACL and the cycle guard.
Design systems are owner-scoped top-level records rather than project-scoped
ones, so these do NOT nest under `/api/projects/` — `routes/rulebooks.py` is the
closer shape.
Two failures this layer has to keep apart, which is why the service raises for
one and returns None for the other:
- `DesignSystemCycle` -> 400 with its message. "That parent already inherits
from this system" is a correctable mistake and the caller needs to be told
which one they made.
- None -> 404, covering both "no such system" and "not yours". Conflating
those two IS the intent: distinguishing them would confirm the existence of
records the caller may not see.
"""
from quart import Blueprint, jsonify, request
from grimoire.auth import get_current_user_id, login_required
from grimoire.routes.utils import not_found
from grimoire.services import design_systems as ds_svc
from grimoire.services.design_starter_roles import (
DEFAULT_TOKEN_PREFIX,
describe_groups,
)
from grimoire.services.design_systems import DesignSystemCycle
design_systems_bp = Blueprint("design_systems", __name__, url_prefix="/api")
# ── Design systems ──────────────────────────────────────────────────────
@design_systems_bp.get("/design-systems")
@login_required
async def list_design_systems():
"""The caller's design systems. An empty list is the ordinary state for an
install that has never made one, not an error."""
rows = await ds_svc.list_design_systems(get_current_user_id())
return jsonify({"design_systems": [s.to_dict() for s in rows]})
@design_systems_bp.post("/design-systems")
@login_required
async def create_design_system():
data = await request.get_json() or {}
title = (data.get("title") or "").strip()
if not title:
return jsonify({"error": "title is required"}), 400
system = await ds_svc.create_design_system(
user_id=get_current_user_id(),
title=title,
description=data.get("description") or None,
guidance=data.get("guidance") or None,
parent_id=data.get("parent_id"),
starter_role_groups=data.get("starter_role_groups"),
token_prefix=data.get("token_prefix") or DEFAULT_TOKEN_PREFIX,
)
if system is None:
return jsonify({"error": "parent design system not found"}), 404
return jsonify(system.to_dict()), 201
@design_systems_bp.get("/design-systems/starter-roles")
@login_required
async def list_starter_role_groups():
"""The starter role catalogue, for the creation form's checklist.
Roles and purposes only — no values, ever. See services/design_starter_roles.
"""
return jsonify({
"groups": describe_groups(),
"default_prefix": DEFAULT_TOKEN_PREFIX,
})
@design_systems_bp.get("/design-systems/<int:design_system_id>")
@login_required
async def get_design_system(design_system_id: int):
system = await ds_svc.get_design_system(get_current_user_id(), design_system_id)
if system is None:
return not_found("Design system")
return jsonify(system.to_dict())
@design_systems_bp.patch("/design-systems/<int:design_system_id>")
@login_required
async def update_design_system(design_system_id: int):
data = await request.get_json() or {}
fields = {
k: v for k, v in data.items() if k in ("title", "description", "guidance")
}
# Presence, not truthiness: `{"parent_id": null}` means "make this a root",
# which a `if data.get("parent_id")` filter would silently drop.
if "parent_id" in data:
fields["parent_id"] = data["parent_id"]
try:
system = await ds_svc.update_design_system(get_current_user_id(), design_system_id, **fields)
except DesignSystemCycle as exc:
return jsonify({"error": str(exc)}), 400
if system is None:
return not_found("Design system")
return jsonify(system.to_dict())
@design_systems_bp.delete("/design-systems/<int:design_system_id>")
@login_required
async def delete_design_system(design_system_id: int):
if not await ds_svc.delete_design_system(get_current_user_id(), design_system_id):
return not_found("Design system")
return "", 204
@design_systems_bp.get("/design-systems/<int:design_system_id>/resolved")
@login_required
async def resolve_design_system(design_system_id: int):
"""The EFFECTIVE token set — everything inherited, with this system's on top.
Distinct from `/tokens` on purpose: that returns what this system CHANGES,
this returns what it ends up being. Both are real questions and answering
only one would make the other a client-side computation.
"""
resolved = await ds_svc.resolve_design_system(get_current_user_id(), design_system_id)
if resolved is None:
return not_found("Design system")
return jsonify({
"design_system_id": design_system_id,
"tokens": [t.to_dict() for t in resolved],
})
@design_systems_bp.get("/design-systems/<int:design_system_id>/stylesheet")
@login_required
async def get_design_system_stylesheet(design_system_id: int):
"""The master CSS sheet this design system generates.
JSON by default (the UI wants the reuse report alongside the CSS); add
`?format=css` for the raw stylesheet as `text/css`, which is what a build
step or a `curl` wants.
`?root=` overrides the base selector — a container-scoped preview cannot use
`:root`, so the generator takes it as a parameter.
"""
root = (request.args.get("root") or ":root").strip() or ":root"
result = await ds_svc.stylesheet_for_system(get_current_user_id(), design_system_id, root)
if result is None:
return not_found("Design system")
if request.args.get("format") == "css":
return result["css"], 200, {"Content-Type": "text/css; charset=utf-8"}
return jsonify(result)
@design_systems_bp.get("/design-systems/<int:design_system_id>/snippet-check")
@login_required
async def check_snippets_against_system(design_system_id: int):
"""Which recorded snippets disagree with this system's sheet.
`?project_id=` narrows to one project; omit it to check every project, which
is usually right — a component recorded elsewhere still has to use the same
tags.
"""
project_id = request.args.get("project_id", type=int) or 0
result = await ds_svc.check_snippets_against_system(
get_current_user_id(), design_system_id, project_id
)
if result is None:
return not_found("Design system")
return jsonify(result)
# ── Tokens ──────────────────────────────────────────────────────────────
@design_systems_bp.get("/design-systems/<int:design_system_id>/tokens")
@login_required
async def list_design_tokens(design_system_id: int):
"""This system's OWN tokens — its override set, not its effective set."""
if await ds_svc.get_design_system(get_current_user_id(), design_system_id) is None:
return not_found("Design system")
rows = await ds_svc.list_tokens(get_current_user_id(), design_system_id)
return jsonify({"tokens": [t.to_dict() for t in rows]})
@design_systems_bp.post("/design-systems/<int:design_system_id>/tokens")
@login_required
async def create_design_token(design_system_id: int):
data = await request.get_json() or {}
name = (data.get("name") or "").strip()
if not name:
return jsonify({"error": "name is required"}), 400
token = await ds_svc.create_token(
user_id=get_current_user_id(),
design_system_id=design_system_id,
name=name,
value_by_mode=data.get("value_by_mode"),
group_name=data.get("group_name") or None,
purpose=data.get("purpose") or None,
rationale=data.get("rationale") or None,
supersedes=data.get("supersedes"),
order_index=data.get("order_index") or 0,
)
if token is None:
return not_found("Design system")
return jsonify(token.to_dict()), 201
@design_systems_bp.patch("/design-tokens/<int:token_id>")
@login_required
async def update_design_token(token_id: int):
data = await request.get_json() or {}
fields = {
k: v for k, v in data.items()
if k in (
"name", "value_by_mode", "group_name", "purpose", "rationale",
"supersedes", "order_index",
)
}
token = await ds_svc.update_token(get_current_user_id(), token_id, **fields)
if token is None:
return not_found("Design token")
return jsonify(token.to_dict())
@design_systems_bp.delete("/design-tokens/<int:token_id>")
@login_required
async def delete_design_token(token_id: int):
if not await ds_svc.delete_token(get_current_user_id(), token_id):
return not_found("Design token")
return "", 204
# ── The project pointer ─────────────────────────────────────────────────
@design_systems_bp.put("/projects/<int:project_id>/design-system")
@login_required
async def set_project_design_system(project_id: int):
"""Point a project at a design system. `{"design_system_id": null}` clears it.
PUT rather than PATCH: this sets one field to exactly what is sent, and
clearing it is a first-class outcome rather than an omission.
"""
data = await request.get_json() or {}
ok = await ds_svc.set_project_design_system(
get_current_user_id(), project_id, data.get("design_system_id")
)
if not ok:
return not_found("Project or design system")
return jsonify({"project_id": project_id,
"design_system_id": data.get("design_system_id")})
src/grimoire/routes/export.py
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import io
import json
import re
import zipfile
from datetime import datetime, timezone
from quart import Blueprint, Response, request
from grimoire.auth import login_required, get_current_user_id
from grimoire.models import async_session
from grimoire.models.note import Note
from sqlalchemy import select
export_bp = Blueprint("export", __name__)
def _safe_filename(title: str) -> str:
name = re.sub(r"[^\w\s-]", "", title or "untitled").strip()
name = re.sub(r"[\s]+", "_", name) or "untitled"
return name[:80]
def _note_frontmatter(note: Note) -> str:
lines = ["---"]
lines.append(f"title: {json.dumps(note.title or '')}")
lines.append(f"type: {'task' if note.is_task else 'note'}")
if note.tags:
lines.append(f"tags: [{', '.join(note.tags)}]")
if note.is_task:
lines.append(f"status: {note.status or 'todo'}")
lines.append(f"priority: {note.priority or 'none'}")
if note.due_date:
lines.append(f"due_date: {note.due_date}")
if note.project_id:
lines.append(f"project_id: {note.project_id}")
lines.append(f"created_at: {note.created_at.isoformat() if note.created_at else ''}")
lines.append(f"updated_at: {note.updated_at.isoformat() if note.updated_at else ''}")
lines.append("---")
return "\n".join(lines) + "\n\n"
async def _fetch_notes(uid: int):
async with async_session() as db:
result = await db.execute(
select(Note)
.where(Note.user_id == uid)
.order_by(Note.updated_at.desc())
)
return result.scalars().all()
@export_bp.get("/api/export")
@login_required
async def export_data():
uid = get_current_user_id()
fmt = request.args.get("format", "markdown")
notes = await _fetch_notes(uid)
if fmt == "json":
payload = [
{
"id": n.id,
"title": n.title,
"body": n.body,
"is_task": n.is_task,
"status": n.status,
"priority": n.priority,
"tags": n.tags or [],
"due_date": str(n.due_date) if n.due_date else None,
"project_id": n.project_id,
"milestone_id": n.milestone_id,
"parent_id": n.parent_id,
"created_at": n.created_at.isoformat() if n.created_at else None,
"updated_at": n.updated_at.isoformat() if n.updated_at else None,
}
for n in notes
]
data = json.dumps(payload, indent=2, ensure_ascii=False).encode("utf-8")
stamp = datetime.now(timezone.utc).strftime("%Y%m%d")
return Response(
data,
status=200,
headers={
"Content-Type": "application/json; charset=utf-8",
"Content-Disposition": f'attachment; filename="grimoire-{stamp}.json"',
},
)
# Markdown ZIP
buf = io.BytesIO()
used_names: dict[str, int] = {}
with zipfile.ZipFile(buf, mode="w", compression=zipfile.ZIP_DEFLATED) as zf:
index_rows = []
for note in notes:
base = _safe_filename(note.title)
count = used_names.get(base, 0)
used_names[base] = count + 1
fname = f"{base}_{count}.md" if count else f"{base}.md"
content = _note_frontmatter(note) + (note.body or "")
zf.writestr(fname, content.encode("utf-8"))
index_rows.append({"file": fname, "title": note.title, "id": note.id})
zf.writestr("index.json", json.dumps(index_rows, indent=2, ensure_ascii=False))
buf.seek(0)
stamp = datetime.now(timezone.utc).strftime("%Y%m%d")
return Response(
buf.read(),
status=200,
headers={
"Content-Type": "application/zip",
"Content-Disposition": f'attachment; filename="grimoire-{stamp}.zip"',
},
)
src/grimoire/routes/family.py
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"""Family canon routes — the web door to the promotion engine.
The agent decides promotions and each project's answers through the MCP
tools; this door exists so a person can READ every decision and its reasons
— the ideas, the adoption matrix, the log — and retire an idea or undo a
decision when they disagree. The promote and propose endpoints are here for
parity with the agent's door, and are recorded as the operator's.
Every write is gated on the idea's note in the service.
"""
import logging
from quart import Blueprint, jsonify, request
from grimoire.auth import get_current_user_id, login_required
from grimoire.routes.utils import not_found
from grimoire.services import family as family_svc
from grimoire.services import family_adoption as adoption_svc
logger = logging.getLogger(__name__)
family_bp = Blueprint("family", __name__, url_prefix="/api/family")
def _page() -> tuple[int, int]:
try:
limit = max(1, min(int(request.args.get("limit", 50)), 200))
offset = max(0, int(request.args.get("offset", 0)))
except ValueError:
limit, offset = 50, 0
return limit, offset
@family_bp.route("/ideas", methods=["GET"])
@login_required
async def list_ideas_route():
limit, offset = _page()
ideas = await family_svc.list_ideas(
get_current_user_id(),
status=request.args.get("status") or None,
platform=request.args.get("platform") or None,
limit=limit, offset=offset,
)
return jsonify({
"ideas": ideas, "criteria": list(family_svc.CRITERIA),
"conflict_order": list(adoption_svc.CONFLICT_ORDER),
})
@family_bp.route("/ideas/<int:note_id>", methods=["GET"])
@login_required
async def get_idea_route(note_id: int):
uid = get_current_user_id()
idea = await family_svc.get_idea(uid, note_id)
if idea is None:
return not_found("Family idea")
idea["precedents"] = await family_svc.precedents(uid, note_id)
return jsonify(idea)
@family_bp.route("/ideas/<int:note_id>/propose", methods=["POST"])
@login_required
async def propose_route(note_id: int):
data = await request.get_json() or {}
try:
idea, created = await family_svc.propose(
get_current_user_id(), note_id, reason=data.get("reason") or "",
applies_when=data.get("applies_when") or None, decided_via="operator",
)
except ValueError as exc:
return jsonify({"error": str(exc)}), 400
return jsonify({"idea": idea, "created": created}), (201 if created else 200)
@family_bp.route("/ideas/<int:note_id>/promote", methods=["POST"])
@login_required
async def promote_route(note_id: int):
data = await request.get_json() or {}
try:
result = await family_svc.promote(
get_current_user_id(), note_id,
applies_when=data.get("applies_when") or "",
platforms=data.get("platforms") or [],
criteria=data.get("criteria") or {},
evidence=data.get("evidence") or [],
reason=data.get("reason") or "",
precedent_ids=data.get("precedent_ids") or [],
decided_via="operator",
)
except ValueError as exc:
return jsonify({"error": str(exc)}), 400
return jsonify(result)
@family_bp.route("/ideas/<int:note_id>/retire", methods=["POST"])
@login_required
async def retire_route(note_id: int):
data = await request.get_json() or {}
try:
result = await family_svc.retire(
get_current_user_id(), note_id, reason=data.get("reason") or "",
decided_via="operator",
)
except ValueError as exc:
return jsonify({"error": str(exc)}), 400
return jsonify(result)
@family_bp.route("/matrix", methods=["GET"])
@login_required
async def matrix_route():
"""Projects × canon ideas — the adoption matrix. Read-only: the agent
answers through assess_family_adoption; a person reads the answers here
and undoes one from the decision log if they disagree."""
matrix = await adoption_svc.adoption_matrix(
get_current_user_id(),
platform=request.args.get("platform") or None,
project_id=request.args.get("project_id", type=int) or None,
)
return jsonify(matrix)
@family_bp.route("/decisions", methods=["GET"])
@login_required
async def list_decisions_route():
limit, offset = _page()
idea_id = request.args.get("idea_id", type=int)
project_id = request.args.get("project_id", type=int)
rows = await family_svc.list_decisions(
get_current_user_id(), idea_id=idea_id or None, project_id=project_id or None,
limit=limit, offset=offset,
)
return jsonify({"decisions": rows, "limit": limit, "offset": offset})
@family_bp.route("/decisions/<int:decision_id>/undo", methods=["POST"])
@login_required
async def undo_route(decision_id: int):
data = await request.get_json() or {}
try:
result = await family_svc.undo(
get_current_user_id(), decision_id, reason=data.get("reason") or "",
decided_via="operator",
)
except ValueError as exc:
return jsonify({"error": str(exc)}), 400
return jsonify(result)
src/grimoire/routes/groups.py
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import asyncio
from quart import Blueprint, g, jsonify, request
from grimoire.auth import get_current_user_id, login_required
from grimoire.services import groups as group_svc
from grimoire.services.notifications import notify_group_added
groups_bp = Blueprint("groups", __name__, url_prefix="/api/groups")
@groups_bp.route("", methods=["GET"])
@login_required
async def list_groups():
uid = get_current_user_id()
return jsonify({"groups": await group_svc.list_groups(uid)})
@groups_bp.route("", methods=["POST"])
@login_required
async def create_group():
uid = get_current_user_id()
data = await request.get_json()
name = (data.get("name") or "").strip()
if not name:
return jsonify({"error": "Name is required"}), 400
try:
group = await group_svc.create_group(uid, name, data.get("description"))
except Exception:
return jsonify({"error": "Group name already taken"}), 409
return jsonify(group.to_dict()), 201
@groups_bp.route("/<int:group_id>", methods=["GET"])
@login_required
async def get_group(group_id: int):
group = await group_svc.get_group(group_id)
if not group:
return jsonify({"error": "Not found"}), 404
members = await group_svc.list_members(group_id)
return jsonify({**group.to_dict(), "members": members})
@groups_bp.route("/<int:group_id>", methods=["PATCH"])
@login_required
async def update_group(group_id: int):
uid = get_current_user_id()
data = await request.get_json()
updates = {k: v for k, v in data.items() if k in ("name", "description")}
group = await group_svc.update_group(uid, group_id, g.user.role == "admin", **updates)
if not group:
return jsonify({"error": "Not found or forbidden"}), 404
return jsonify(group.to_dict())
@groups_bp.route("/<int:group_id>", methods=["DELETE"])
@login_required
async def delete_group(group_id: int):
uid = get_current_user_id()
deleted = await group_svc.delete_group(uid, group_id, g.user.role == "admin")
if not deleted:
return jsonify({"error": "Not found or forbidden"}), 404
return jsonify({"status": "ok"})
@groups_bp.route("/<int:group_id>/members", methods=["GET"])
@login_required
async def list_members(group_id: int):
members = await group_svc.list_members(group_id)
return jsonify({"members": members})
@groups_bp.route("/<int:group_id>/members", methods=["POST"])
@login_required
async def add_member(group_id: int):
uid = get_current_user_id()
data = await request.get_json()
target_uid = data.get("user_id")
role = data.get("role", "member")
if not target_uid:
return jsonify({"error": "user_id required"}), 400
if role not in ("owner", "member"):
return jsonify({"error": "role must be owner or member"}), 400
membership = await group_svc.add_member(uid, group_id, target_uid, role, g.user.role == "admin")
if not membership:
return jsonify({"error": "Forbidden, group not found, or user already a member"}), 403
asyncio.create_task(notify_group_added(group_id, role, uid, target_uid))
return jsonify(membership.to_dict()), 201
@groups_bp.route("/<int:group_id>/members/<int:target_uid>", methods=["PATCH"])
@login_required
async def update_member(group_id: int, target_uid: int):
uid = get_current_user_id()
data = await request.get_json()
role = data.get("role")
if role not in ("owner", "member"):
return jsonify({"error": "role must be owner or member"}), 400
m = await group_svc.update_member_role(uid, group_id, target_uid, role, g.user.role == "admin")
if not m:
return jsonify({"error": "Not found or forbidden"}), 404
return jsonify(m.to_dict())
@groups_bp.route("/<int:group_id>/members/<int:target_uid>", methods=["DELETE"])
@login_required
async def remove_member(group_id: int, target_uid: int):
uid = get_current_user_id()
removed = await group_svc.remove_member(uid, group_id, target_uid, g.user.role == "admin")
if not removed:
return jsonify({"error": "Not found or forbidden"}), 404
return jsonify({"status": "ok"})
src/grimoire/routes/in_app_notifications.py
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from quart import Blueprint, jsonify, request
from grimoire.auth import get_current_user_id, login_required
from grimoire.services.notifications import (
list_in_app_notifications,
mark_all_notifications_read,
mark_notification_read,
unread_notification_count,
)
notifications_bp = Blueprint("notifications", __name__, url_prefix="/api/notifications")
@notifications_bp.route("", methods=["GET"])
@login_required
async def list_notifications():
uid = get_current_user_id()
all_flag = request.args.get("all", "false").lower() == "true"
items = await list_in_app_notifications(uid, unread_only=not all_flag)
return jsonify({"notifications": items})
@notifications_bp.route("/count", methods=["GET"])
@login_required
async def get_count():
uid = get_current_user_id()
return jsonify({"count": await unread_notification_count(uid)})
@notifications_bp.route("/<int:notif_id>/read", methods=["POST"])
@login_required
async def mark_read(notif_id: int):
uid = get_current_user_id()
if not await mark_notification_read(uid, notif_id):
return jsonify({"error": "Not found"}), 404
return jsonify({"status": "ok"})
@notifications_bp.route("/read-all", methods=["POST"])
@login_required
async def mark_all_read():
uid = get_current_user_id()
count = await mark_all_notifications_read(uid)
return jsonify({"status": "ok", "marked": count})
src/grimoire/routes/knowledge.py
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"""Unified Knowledge endpoint — every record kind in one queryable feed."""
import logging
from quart import Blueprint, jsonify, request
from grimoire.auth import get_current_user_id, login_required
from grimoire.routes.utils import parse_pagination
from grimoire.services.access import label_shared_items
from grimoire.services.knowledge import FACET_TYPES
from grimoire.services.note_usage import attach_usage
logger = logging.getLogger(__name__)
knowledge_bp = Blueprint("knowledge", __name__, url_prefix="/api/knowledge")
# Derived from the service's facet table, never re-listed here. This set was a
# hand-kept copy drifts behind it — admitting retired kinds and rejecting new
# ones — until the browse surface cannot filter to the kinds it renders
# badges for.
_VALID_TYPES = FACET_TYPES
_VALID_SORTS = {"modified", "created", "alpha", "type"}
@knowledge_bp.route("", methods=["GET"])
@login_required
async def list_knowledge():
"""Return paginated knowledge objects with optional filtering.
Query params:
type — a facet from services.knowledge._FACETS: a record type
(note|process|snippet) or a task kind (task for any,
else work|issue|spike|plan). Omit for all.
tags — comma-separated tag filter (AND logic)
sort — modified|created|alpha|type (default: modified)
q — search query (semantic when provided, keyword fallback)
page — 1-based page number (default 1)
per_page — items per page (default 24, max 100)
"""
uid = get_current_user_id()
note_type = request.args.get("type", "").strip().lower() or None
tags_raw = request.args.get("tags", "").strip()
tags = [t.strip() for t in tags_raw.split(",") if t.strip()] if tags_raw else []
sort = request.args.get("sort", "modified").strip().lower()
q = request.args.get("q", "").strip() or None
if note_type and note_type not in _VALID_TYPES:
return jsonify({"error": f"Invalid type. Must be one of: {', '.join(sorted(_VALID_TYPES))}"}), 400
if sort not in _VALID_SORTS:
sort = "modified"
limit, offset = parse_pagination(default_limit=24, max_limit=100)
page = max(1, int(request.args.get("page", 1)))
from grimoire.services.knowledge import query_knowledge
items, total = await query_knowledge(
user_id=uid,
note_type=note_type,
tags=tags,
sort=sort,
q=q,
limit=limit,
offset=offset,
)
items = await label_shared_items(uid, items)
# The surfaced-vs-opened counts, on the list a person actually browses.
# This is the ONLY lesson and note list in the UI — `/knowledge` is how
# notes, lessons and processes are all browsed — so attaching here is what
# shows those kinds' counters at all.
#
# Mixed kinds is not a problem for this: usage keys on the note row, which
# every facet of this feed is.
await attach_usage(items)
return jsonify({
# Mark rows another user owns: this feed can be mixed-ownership, and an
# unmarked card reads as one the viewer wrote.
"items": items,
"total": total,
"page": page,
"per_page": limit,
"pages": max(1, (total + limit - 1) // limit),
})
@knowledge_bp.route("/ids", methods=["GET"])
@login_required
async def list_knowledge_ids():
"""Return note IDs only (cheap) for the two-tier pagination feed.
Same filter params as GET /api/knowledge.
Additional params: limit (default 100, max 200), offset (default 0).
Returns {ids, total, has_more}.
"""
uid = get_current_user_id()
note_type = request.args.get("type", "").strip().lower() or None
tags_raw = request.args.get("tags", "").strip()
tags = [t.strip() for t in tags_raw.split(",") if t.strip()] if tags_raw else []
sort = request.args.get("sort", "modified").strip().lower()
q = request.args.get("q", "").strip() or None
if sort not in _VALID_SORTS:
sort = "modified"
try:
limit = min(int(request.args.get("limit", 100)), 200)
offset = max(0, int(request.args.get("offset", 0)))
except ValueError:
return jsonify({"error": "Invalid limit or offset"}), 400
if note_type and note_type not in _VALID_TYPES:
return jsonify({"error": "Invalid type"}), 400
from grimoire.services.knowledge import query_knowledge_ids
ids, total = await query_knowledge_ids(
user_id=uid, note_type=note_type, tags=tags,
sort=sort, q=q, limit=limit, offset=offset,
)
return jsonify({"ids": ids, "total": total, "has_more": (offset + len(ids)) < total})
@knowledge_bp.route("/batch", methods=["GET"])
@login_required
async def get_knowledge_batch():
"""Fetch full items for a comma-separated list of IDs (max 100).
Returns {items: [...]} in the order of the requested IDs.
"""
uid = get_current_user_id()
ids_raw = request.args.get("ids", "").strip()
if not ids_raw:
return jsonify({"items": []})
try:
ids = [int(x) for x in ids_raw.split(",") if x.strip()]
except ValueError:
return jsonify({"error": "Invalid IDs"}), 400
if len(ids) > 100:
return jsonify({"error": "Too many IDs (max 100)"}), 400
from grimoire.services.knowledge import get_knowledge_by_ids
items = await get_knowledge_by_ids(uid, ids)
# The scrolling feed hydrates its cards here, not from the list route, so the
# ownership markers have to be applied on this path too.
return jsonify({"items": await label_shared_items(uid, items)})
@knowledge_bp.route("/tags", methods=["GET"])
@login_required
async def list_knowledge_tags():
"""Return all tags used across knowledge objects, narrowed to one facet."""
uid = get_current_user_id()
note_type = request.args.get("type", "").strip().lower() or None
from grimoire.services.knowledge import get_knowledge_tags
tags = await get_knowledge_tags(uid, note_type=note_type)
return jsonify({"tags": tags})
@knowledge_bp.route("/counts", methods=["GET"])
@login_required
async def get_knowledge_counts():
"""Return per-type counts — used by the sidebar to show item counts."""
uid = get_current_user_id()
tags_raw = request.args.get("tags", "").strip()
tags = [t.strip() for t in tags_raw.split(",") if t.strip()] if tags_raw else None
from grimoire.services.knowledge import get_knowledge_counts as _counts
counts = await _counts(uid, tags=tags)
return jsonify(counts)
src/grimoire/routes/lessons.py
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"""REST routes for lessons — a transferable insight, retrievable by situation.
A lesson is a note with note_type='lesson' (see services/lessons.py). These
routes feed the web UI; the MCP tools (mcp/tools/lessons.py) are the
agent-facing surface. Both go through services/lessons.py, so the compose/parse
contract and the `data` mirror live in one place — the same division snippets
use, and for the same reason: two doors that each compose a lesson would
compose it two ways, and the document IS what ranks.
ACL: reads and writes of a single lesson resolve through the
share-aware `get_lesson` / `can_write_note`, and writes are performed as the
OWNER so a shared editor isn't rejected by the owner-scoped service —
mirroring routes/snippets.py and routes/notes.py.
WHY THE TRIGGER IS A NAMED FIELD HERE TOO. The web editor could have posted a
body and let the service parse it. It doesn't, because a trigger gets filled
when a door ASKS for it by name — a field the service composes from a named
parameter is filled every time, with no guard anywhere, and a single markdown
box is not.
"""
import logging
from quart import Blueprint, jsonify, request
from grimoire.auth import get_current_user_id, login_required
from grimoire.routes.utils import not_found, parse_pagination
from grimoire.services import dedup as dedup_svc
from grimoire.services import knowledge as knowledge_svc
from grimoire.services import lesson_rules as lesson_rules_svc
from grimoire.services import lessons as lessons_svc
from grimoire.services import systems as systems_svc
from grimoire.services import trash as trash_svc
from grimoire.services.access import (
can_write_note,
describe_provenance,
label_shared_items,
)
from grimoire.services.note_usage import attach_usage, record_pulled
logger = logging.getLogger(__name__)
lessons_bp = Blueprint("lessons", __name__, url_prefix="/api/lessons")
@lessons_bp.route("", methods=["GET"])
@login_required
async def list_lessons_route():
"""The kind enumerated, rather than only what a query resembles.
Semantic search is how a lesson REACHES a session; this is how a person
sees what exists at all. Each row carries its trigger, because a list of
lessons without them is a list of claims with the half that says when each
one matters left off.
"""
uid = get_current_user_id()
q = request.args.get("q") or None
tag = request.args.get("tag", "")
try:
project_id = int(request.args.get("project_id", 0) or 0) or None
except (TypeError, ValueError):
project_id = None
limit, offset = parse_pagination(default_limit=24, max_limit=100)
# The lessons nobody has answered "which rule?" for. A listing,
# so it does not combine with a search — the MCP door says the same.
if request.args.get("unjudged") in ("1", "true"):
if q:
return jsonify({"error": "unjudged is a listing; drop q"}), 400
items, total = await lesson_rules_svc.list_unjudged(
uid, tag=tag, project_id=project_id, limit=limit, offset=offset,
)
else:
items, total = await knowledge_svc.query_knowledge(
user_id=uid,
note_type=lessons_svc.LESSON_NOTE_TYPE,
tags=[tag] if tag else [],
sort="modified",
q=q,
limit=limit,
offset=offset,
project_id=project_id,
)
items = await label_shared_items(uid, items)
# One aggregate for the whole page — a per-row lookup would be N+1 by
# construction. Every row gets the key, zero-filled, so the UI renders
# "never surfaced" rather than treating a missing field as a state.
#
# The counts matter more here than on a snippet: the promotion question a
# lesson eventually raises — does this bind? — is answered by repeatedly
# surfaced AND repeatedly opened, and the far commoner reading of the same
# row is that the trigger fires on the wrong situation, which `update_lesson`
# exists to fix.
await attach_usage(items)
return jsonify({"lessons": items, "total": total})
@lessons_bp.route("/taught-by/<int:record_id>", methods=["GET"])
@login_required
async def lessons_taught_by_route(record_id: int):
"""The lessons drawn FROM one record — the reverse of `learned_from`.
Registered ABOVE the `/<int:lesson_id>` routes on purpose: Quart matches
in registration order, and `taught-by` would otherwise never be reached
if the converter ever widened. The same ordering snippets' `/duplicates`
route documents.
This is the direction that gets forgotten. A reader opening an old issue
wants to know what was learned from it, and without this the relation is
only navigable from the lesson's side.
"""
uid = get_current_user_id()
notes = await lessons_svc.lessons_taught_by(uid, record_id)
return jsonify({
"lessons": [lessons_svc.lesson_to_dict(n) for n in notes],
"taught_by": record_id,
})
@lessons_bp.route("/rule-candidates", methods=["GET"])
@login_required
async def lesson_rule_candidates_route():
"""The rules a lesson being written resembles, BEFORE it is saved.
The create door offers the same list in its reply when neither answer was
given. A form needs it earlier, so the writer can name the rule in the
same save while the situation is still in mind. Query: `what`,
`when_to_apply`, optional `project_id`. Above the `/<int:lesson_id>`
routes for the reason `taught-by` is.
`candidates` is null when the search could not run. That means
"unavailable", which is different from "nothing resembles it" (an empty
list).
"""
uid = get_current_user_id()
what = (request.args.get("what") or "").strip()
when_to_apply = (request.args.get("when_to_apply") or "").strip()
if not what and not when_to_apply:
return jsonify({"error": "what or when_to_apply is required"}), 400
project_id = request.args.get("project_id", type=int) or None
candidates = await lesson_rules_svc.rule_candidates(
uid, what, when_to_apply, project_id,
)
return jsonify({"candidates": candidates})
@lessons_bp.route("", methods=["POST"])
@login_required
async def create_lesson_route():
uid = get_current_user_id()
data = await request.get_json() or {}
what = (data.get("what") or "").strip()
when_to_apply = (data.get("when_to_apply") or "").strip()
if not what:
return jsonify({"error": "what is required"}), 400
try:
lessons_svc.require_claim(what)
except ValueError as exc:
return jsonify({"error": str(exc)}), 400
# The trigger is not optional at this door even though the service will
# store a lesson without one. A lesson with no trigger saves, reads
# correctly in every listing, and never surfaces — there is nothing to
# notice afterwards, which is exactly why the form has to refuse it here
# rather than leave the writer a record that looks finished.
if not when_to_apply:
return jsonify({
"error": "when_to_apply is required",
"detail": (
"A lesson is found by the SITUATION it applies to. Without a "
"trigger it still saves and still reads correctly, and it "
"never reaches anyone — so it is refused here rather than "
"stored as a record that looks finished."
),
}), 400
project_id = data.get("project_id") or None
learned_from = data.get("learned_from") or []
# The rules this lesson is an instance of. Validated before
# anything is written, as the MCP door does, so a bad id saves nothing.
no_rule = (data.get("no_rule") or "").strip()
try:
linked = await lesson_rules_svc.require_rules(uid, data.get("rule_ids") or [])
lesson_rules_svc.require_one_answer(linked, no_rule)
except ValueError as exc:
return jsonify({"error": str(exc)}), 400
# The same near-duplicate gate the MCP create path applies. Two lessons
# under one trigger compete in a single ranked list for one reserved slot,
# so the duplicate does not merely clutter — it displaces.
if not data.get("force"):
title, body = lessons_svc.lesson_document(
what, when_to_apply, data.get("insight", ""), learned_from,
)
dup = await dedup_svc.find_duplicate_note(
uid, title, body,
project_id=project_id,
is_task=False,
note_type=lessons_svc.LESSON_NOTE_TYPE,
data=lessons_svc.compose_data(what, when_to_apply),
)
if dup is not None:
return jsonify(dedup_svc.duplicate_response(dup, "lesson")), 409
note = await lessons_svc.create_lesson(
uid,
what=what,
when_to_apply=when_to_apply,
insight=data.get("insight", ""),
learned_from=learned_from,
tags=data.get("tags"),
project_id=project_id,
)
if data.get("system_ids") is not None:
await systems_svc.set_record_systems(uid, note.id, data["system_ids"])
if linked:
await lesson_rules_svc.set_lesson_rules(uid, note.id, linked)
elif no_rule:
await lesson_rules_svc.set_no_rule(uid, note.id, no_rule)
out = lessons_svc.lesson_to_dict(note)
if no_rule:
group = await lesson_rules_svc.convergence_for(uid, note.id)
if group:
out["convergence"] = group
out["systems"] = [
s.to_dict() for s in await systems_svc.list_record_systems(uid, note.id)
]
await lesson_rules_svc.attach_lesson_rules(uid, [out])
# The same offer the MCP door makes, so the form can show the rules to
# judge against while the writer still has the situation in mind.
if not linked and not no_rule:
candidates = await lesson_rules_svc.rule_candidates(
uid, what, when_to_apply, project_id,
)
if candidates is not None:
out["rule_candidates"] = candidates
return jsonify(out), 201
@lessons_bp.route("/<int:lesson_id>", methods=["GET"])
@login_required
async def get_lesson_route(lesson_id: int):
uid = get_current_user_id()
note = await lessons_svc.get_lesson(uid, lesson_id)
if note is None:
return not_found("Lesson")
out = lessons_svc.lesson_to_dict(note)
# As the OWNER: a shared reader isn't scoped to the owner's project, so
# their own id would come back empty (the write-as-owner pattern this
# module already uses, read side).
out["systems"] = [
s.to_dict()
for s in await systems_svc.list_record_systems(note.user_id, lesson_id)
]
# Resolved, not bare ids: "#4181" on a page tells a reader nothing about
# whether it is worth opening, and the provenance is the point of a lesson.
out["learned_from_records"] = await lessons_svc.source_records(
uid, out["learned_from"]
)
out.update(await describe_provenance(uid, note))
await attach_usage([out])
await lesson_rules_svc.attach_lesson_rules(uid, [out])
# Opening the detail view IS a pull — the operator chose to look. Tagged
# apart from the MCP sources so "an agent was handed it" and "a human read
# it" stay distinguishable; they mean different things for pruning.
record_pulled(user_id=uid, note_id=lesson_id, source="rest_lesson")
return jsonify(out)
@lessons_bp.route("/<int:lesson_id>", methods=["PATCH"])
@login_required
async def update_lesson_route(lesson_id: int):
uid = get_current_user_id()
note = await lessons_svc.get_lesson(uid, lesson_id)
if note is None:
return not_found("Lesson")
if not await can_write_note(uid, lesson_id):
return jsonify({"error": "Permission denied"}), 403
owner_uid = note.user_id
data = await request.get_json() or {}
# Partial update: only keys present in the payload change, and the service
# re-composes title, body and mirror from the merged set — so a form that
# sends one field cannot leave the halves of the document disagreeing.
kwargs = {
k: data[k]
for k in ("what", "when_to_apply", "insight", "learned_from", "tags")
if k in data
}
# An empty trigger would save and silently stop the lesson surfacing, so
# clearing it is refused for the same reason creating without one is.
if "when_to_apply" in kwargs and not (kwargs["when_to_apply"] or "").strip():
return jsonify({
"error": "when_to_apply cannot be cleared",
"detail": (
"A lesson with no trigger never surfaces, and nothing about "
"the stored record would show it. Rewrite the trigger rather "
"than emptying it."
),
}), 400
linked = None
no_rule = (data.get("no_rule") or "").strip()
try:
if kwargs.get("what"):
lessons_svc.require_claim(kwargs["what"])
if data.get("rule_ids") is not None:
linked = await lesson_rules_svc.require_rules(uid, data["rule_ids"])
lesson_rules_svc.require_one_answer(linked, no_rule)
except ValueError as exc:
return jsonify({"error": str(exc)}), 400
updated = await lessons_svc.update_lesson(owner_uid, lesson_id, **kwargs)
if updated is None:
return not_found("Lesson")
if linked is not None:
# The CALLER, for the reason system_ids below uses it: the rules named
# must be ones the person making the edit can read.
await lesson_rules_svc.set_lesson_rules(uid, lesson_id, linked)
if no_rule:
await lesson_rules_svc.set_no_rule(uid, lesson_id, no_rule)
if data.get("system_ids") is not None:
# The CALLER, not owner_uid. `set_record_systems` runs its own
# `can_write_note` and links only Systems the acting user can read;
# handing it the owner makes that check trivially pass and filters by
# the owner's visibility instead. The caller's write permission is
# already established above, so this neither loosens nor tightens who
# may edit — it decides WHOSE reach the tagging uses (#47).
await systems_svc.set_record_systems(uid, lesson_id, data["system_ids"])
out = lessons_svc.lesson_to_dict(updated)
if no_rule:
# The same nudge the MCP door gives: this answer may complete
# a group of no-rule lessons in one situation.
group = await lesson_rules_svc.convergence_for(uid, lesson_id)
if group:
out["convergence"] = group
out["systems"] = [
s.to_dict()
for s in await systems_svc.list_record_systems(owner_uid, lesson_id)
]
await lesson_rules_svc.attach_lesson_rules(uid, [out])
return jsonify(out)
@lessons_bp.route("/<int:lesson_id>/rules/<int:rule_id>", methods=["PUT"])
@login_required
async def judge_lesson_link_route(lesson_id: int, rule_id: int):
"""Confirm or reject one lesson→rule link — the REST twin of the MCP
`judge_lesson_link`. Body: {"verdict": "confirm" | "reject", "note": "…"}."""
uid = get_current_user_id()
data = await request.get_json() or {}
try:
link = await lesson_rules_svc.judge_link(
uid, lesson_id, rule_id, data.get("verdict", ""), data.get("note", ""),
)
except PermissionError:
return jsonify({"error": "Permission denied"}), 403
except ValueError as exc:
return jsonify({"error": str(exc)}), 400
return jsonify(link)
@lessons_bp.route("/<int:lesson_id>", methods=["DELETE"])
@login_required
async def delete_lesson_route(lesson_id: int):
"""Trash, not erase — recoverable from the trash like every other kind."""
uid = get_current_user_id()
note = await lessons_svc.get_lesson(uid, lesson_id)
if note is None:
return not_found("Lesson")
if not await can_write_note(uid, lesson_id):
return jsonify({"error": "Permission denied"}), 403
batch_id = await trash_svc.delete(note.user_id, "note", lesson_id)
if batch_id is None:
return not_found("Lesson")
return jsonify({"deleted": lesson_id, "deleted_batch_id": batch_id})
src/grimoire/routes/milestones.py
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"""Milestone routes nested under /api/projects/<project_id>/milestones."""
import logging
from quart import Blueprint, jsonify, request
from grimoire.auth import login_required, get_current_user_id
from grimoire.routes.utils import not_found, parse_pagination
from grimoire.services.access import can_write_project
from grimoire.services.milestones import (
create_milestone,
delete_milestone,
get_milestone_in_project,
get_milestone_progress,
list_milestones,
update_milestone,
)
from grimoire.services.notes import list_notes
from grimoire.services.projects import get_project_for_user
logger = logging.getLogger(__name__)
milestones_bp = Blueprint("milestones", __name__, url_prefix="/api/projects")
async def _milestone_dict(m) -> dict:
d = m.to_dict()
d.update(await get_milestone_progress(m.id))
return d
@milestones_bp.route("/<int:project_id>/milestones", methods=["GET"])
@login_required
async def list_milestones_route(project_id: int):
uid = get_current_user_id()
result = await get_project_for_user(uid, project_id)
if result is None:
return not_found("Project")
project, _ = result
# List milestones using the project owner's uid so ownership filter matches
owner_uid = project.user_id or uid
status = request.args.get("status")
milestones = await list_milestones(owner_uid, project_id, status=status)
return jsonify({"milestones": [await _milestone_dict(m) for m in milestones]})
@milestones_bp.route("/<int:project_id>/milestones", methods=["POST"])
@login_required
async def create_milestone_route(project_id: int):
uid = get_current_user_id()
if await get_project_for_user(uid, project_id) is None:
return not_found("Project")
if not await can_write_project(uid, project_id):
return jsonify({"error": "Permission denied"}), 403
data = await request.get_json()
if not data.get("title"):
return jsonify({"error": "title is required"}), 400
status = data.get("status", "active")
if status not in ("active", "done"):
return jsonify({"error": "status must be 'active' or 'done'"}), 400
milestone = await create_milestone(
uid,
project_id,
title=data["title"],
description=data.get("description"),
body=data.get("body"),
order_index=data.get("order_index", 0),
status=status,
)
return jsonify(await _milestone_dict(milestone)), 201
@milestones_bp.route("/<int:project_id>/milestones/<int:milestone_id>", methods=["GET"])
@login_required
async def get_milestone_route(project_id: int, milestone_id: int):
uid = get_current_user_id()
if await get_project_for_user(uid, project_id) is None:
return not_found("Project")
milestone = await get_milestone_in_project(project_id, milestone_id)
if milestone is None:
return not_found("Milestone")
return jsonify(await _milestone_dict(milestone))
@milestones_bp.route("/<int:project_id>/milestones/<int:milestone_id>", methods=["PATCH"])
@login_required
async def update_milestone_route(project_id: int, milestone_id: int):
uid = get_current_user_id()
if await get_project_for_user(uid, project_id) is None:
return not_found("Project")
if not await can_write_project(uid, project_id):
return jsonify({"error": "Permission denied"}), 403
milestone = await get_milestone_in_project(project_id, milestone_id)
if milestone is None:
return not_found("Milestone")
data = await request.get_json()
allowed = {"title", "description", "body", "status", "order_index"}
fields = {k: v for k, v in data.items() if k in allowed}
if "status" in fields and fields["status"] not in ("active", "done"):
return jsonify({"error": "status must be 'active' or 'done'"}), 400
updated = await update_milestone(milestone.user_id, milestone_id, **fields)
if updated is None:
return not_found("Milestone")
return jsonify(await _milestone_dict(updated))
@milestones_bp.route("/<int:project_id>/milestones/<int:milestone_id>", methods=["DELETE"])
@login_required
async def delete_milestone_route(project_id: int, milestone_id: int):
uid = get_current_user_id()
if await get_project_for_user(uid, project_id) is None:
return not_found("Project")
if not await can_write_project(uid, project_id):
return jsonify({"error": "Permission denied"}), 403
milestone = await get_milestone_in_project(project_id, milestone_id)
if milestone is None:
return not_found("Milestone")
from grimoire.services.trash import delete as trash_delete
batch = await trash_delete(milestone.user_id, "milestone", milestone_id)
if batch is None:
return not_found("Milestone")
return "", 204
@milestones_bp.route("/<int:project_id>/milestones/<int:milestone_id>/tasks", methods=["GET"])
@login_required
async def get_milestone_tasks_route(project_id: int, milestone_id: int):
uid = get_current_user_id()
if await get_project_for_user(uid, project_id) is None:
return not_found("Project")
milestone = await get_milestone_in_project(project_id, milestone_id)
if milestone is None:
return not_found("Milestone")
status_filter = request.args.get("status")
limit, offset = parse_pagination(default_limit=100)
notes, total = await list_notes(
milestone.user_id,
is_task=True,
status=status_filter,
milestone_id=milestone_id,
limit=limit,
offset=offset,
)
return jsonify({"notes": [n.to_dict() for n in notes], "total": total})
src/grimoire/routes/notes.py
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import logging
import re
from quart import Blueprint, jsonify, request
from grimoire.auth import login_required, get_current_user_id
from grimoire.routes.utils import not_found, parse_iso_date, parse_pagination
from grimoire.services.access import can_write_note
from grimoire.services.notes import (
build_note_graph,
convert_note_to_task,
convert_task_to_note,
create_note,
get_all_tags,
get_backlinks,
get_note,
get_note_by_title,
get_note_for_user,
get_or_create_note_by_title,
list_notes,
mark_note_verified,
notes_due_for_verification,
update_note,
verification_row,
)
from grimoire.services.note_drafts import upsert_draft, get_draft, delete_draft
from grimoire.services import dedup as dedup_svc
from grimoire.services import supersession as supersession_svc
from grimoire.services import systems as systems_svc
from grimoire.services.note_usage import record_pulled
from grimoire.services.note_versions import list_versions, get_version
logger = logging.getLogger(__name__)
notes_bp = Blueprint("notes", __name__, url_prefix="/api/notes")
@notes_bp.route("", methods=["GET"])
@login_required
async def list_notes_route():
uid = get_current_user_id()
q = request.args.get("q")
tag = request.args.getlist("tag")
sort = request.args.get("sort", "updated_at")
order = request.args.get("order", "desc")
limit, offset = parse_pagination()
# Default to non-task notes only; ?is_task=true for tasks, ?all=true for everything
is_task: bool | None = False
if request.args.get("all", "").lower() == "true":
is_task = None
elif request.args.get("is_task", "").lower() == "true":
is_task = True
project_id = request.args.get("project_id", type=int)
milestone_id = request.args.get("milestone_id", type=int)
parent_id = request.args.get("parent_id", type=int)
no_project = request.args.get("no_project", "").lower() == "true"
# type= shorthand used by web frontend (?type=task or ?type=note)
type_param = request.args.get("type")
if type_param == "task":
is_task = True
elif type_param == "note":
is_task = False
status = request.args.getlist("status") or None
priority = request.args.getlist("priority") or None
notes, total = await list_notes(
uid, q=q, tags=tag or None, is_task=is_task, sort=sort, order=order,
limit=limit, offset=offset,
project_id=project_id, milestone_id=milestone_id, parent_id=parent_id,
no_project=no_project, status=status, priority=priority,
)
return jsonify({"notes": [n.to_dict() for n in notes], "total": total})
@notes_bp.route("", methods=["POST"])
@login_required
async def create_note_route():
uid = get_current_user_id()
data = await request.get_json()
body = data.get("body", "")
tags = data.get("tags", [])
# Optional task fields
status = data.get("status")
priority = data.get("priority")
due_date = parse_iso_date(data.get("due_date"), "due_date")
if isinstance(due_date, tuple):
return due_date
project_id = data.get("project_id")
if project_id is None and data.get("project"):
from grimoire.services.projects import get_project_by_title as _gpbt
proj = await _gpbt(uid, data["project"])
if proj:
project_id = proj.id
note_type = data.get("note_type", "note")
try:
note = await create_note(
uid,
title=data.get("title", ""),
body=body,
description=data.get("description"),
tags=tags,
parent_id=data.get("parent_id"),
project_id=project_id,
milestone_id=data.get("milestone_id"),
status=status,
priority=priority,
due_date=due_date,
note_type=note_type,
verify_with=data.get("verify_with"),
expires_when=data.get("expires_when"),
)
except ValueError as e:
return jsonify({"error": str(e)}), 400
# Same capability as the MCP create path (#33). Without it the web UI would
# be the surface on which a supersession claim silently cannot be made.
if data.get("supersedes"):
try:
await supersession_svc.set_supersedes(uid, note.id, data["supersedes"])
except PermissionError as exc:
# 403, not 400: the request is well-formed and the caller simply
# may not write the target. The note itself was created.
return jsonify({"error": str(exc), "note": note.to_dict()}), 403
# Both doors file a note to Systems: the door nobody exercises for a kind
# is the one that never grows the parameter.
if data.get("system_ids") is not None:
await systems_svc.set_record_systems(uid, note.id, data["system_ids"])
out = note.to_dict()
await supersession_svc.attach_relations(uid, note.id, out)
return jsonify(out), 201
@notes_bp.route("/tags", methods=["GET"])
@login_required
async def list_tags_route():
uid = get_current_user_id()
q = request.args.get("q")
tags = await get_all_tags(uid, q=q)
return jsonify({"tags": tags})
@notes_bp.route("/<int:note_id>/append-tag", methods=["POST"])
@login_required
async def append_tag_route(note_id: int):
uid = get_current_user_id()
data = await request.get_json()
tag = data.get("tag", "").strip().replace(" ", "-")
if not tag:
return jsonify({"error": "tag is required"}), 400
note = await get_note(uid, note_id)
if note is None:
return not_found("Note")
existing = list(note.tags or [])
if tag not in existing:
existing.append(tag)
updated = await update_note(uid, note_id, tags=existing)
return jsonify(updated.to_dict())
@notes_bp.route("/by-title", methods=["GET"])
@login_required
async def get_note_by_title_route():
uid = get_current_user_id()
title = request.args.get("title", "")
if not title:
return jsonify({"error": "title parameter is required"}), 400
note = await get_note_by_title(uid, title)
if note is None:
return not_found("Note")
return jsonify(note.to_dict())
@notes_bp.route("/resolve-title", methods=["POST"])
@login_required
async def resolve_title_route():
uid = get_current_user_id()
data = await request.get_json()
title = data.get("title", "").strip()
if not title:
return jsonify({"error": "title is required"}), 400
note = await get_or_create_note_by_title(uid, title)
return jsonify(note.to_dict())
@notes_bp.route("/duplicates", methods=["GET"])
@login_required
async def find_duplicate_records_route():
"""Near-duplicate notes or tasks, grouped, with the per-kind suggestion.
?kind=note|task, ?threshold= (0 = configured setting). Registered above the
`/<int:note_id>` routes on purpose — the literal path first, same reasoning
as /api/snippets/duplicates. Mirrors the MCP tool (#33): the web UI has no
dedup gate by design, so this report is the UI's only window onto what that
decision admits.
"""
uid = get_current_user_id()
kind = request.args.get("kind", "note")
if kind not in ("note", "task"):
return jsonify({"error": 'kind must be "note" or "task"'}), 400
try:
threshold = float(request.args.get("threshold", 0) or 0)
except (TypeError, ValueError):
threshold = 0.0
return jsonify(await dedup_svc.find_duplicate_records(
uid, kind=kind, threshold=threshold if threshold > 0 else None,
))
@notes_bp.route("/<int:note_id>", methods=["GET"])
@login_required
async def get_note_route(note_id: int):
uid = get_current_user_id()
result = await get_note_for_user(uid, note_id)
if result is None:
return not_found("Note")
note, permission = result
data = note.to_dict()
data["permission"] = permission
# Opening the detail view IS a pull — the operator chose to look. Tagged by
# SURFACE, not by the record's kind, matching rest_snippet: the kind is a
# join away, but which surface asked is not recoverable after the fact.
# Keeping rest_* apart from mcp_* is load-bearing, not tidiness — "was that
# injected line useful?" is answered by agent pulls alone, and a human
# clicking a link would inflate exactly the number pruning gates on.
record_pulled(user_id=uid, note_id=note_id, source="rest_note")
await supersession_svc.attach_relations(uid, note_id, data)
return jsonify(data)
@notes_bp.route("/<int:note_id>", methods=["PUT", "PATCH"])
@login_required
async def update_note_route(note_id: int):
"""Partial update — only the keys present in the payload change. PUT and
PATCH are the same handler on purpose: the form sends the field set it
edited, and two copies of this function would drift (one carrying the
supersedes contract, one not)."""
uid = get_current_user_id()
# Share-aware: resolve through the ACL and write as the OWNER, so a shared
# editor's save isn't rejected by the owner-scoped update service.
result = await get_note_for_user(uid, note_id)
if result is None:
return not_found("Note")
note_obj, _ = result
if not await can_write_note(uid, note_id):
return jsonify({"error": "Permission denied"}), 403
owner_uid = note_obj.user_id
data = await request.get_json()
fields = {}
for key in (
"title", "body", "description", "parent_id", "project_id",
"milestone_id", "status", "priority", "note_type",
# A cleared form input arrives as "" and the service reads that as
# NULL (NULLABLE_NOTE_TEXT), so this door expresses "remove the check"
# with its own idiom and needs no `clear` list.
"verify_with", "expires_when",
):
if key in data:
fields[key] = data[key]
if "due_date" in data:
if data["due_date"]:
result = parse_iso_date(data["due_date"], "due_date")
if isinstance(result, tuple):
return result
fields["due_date"] = result
else:
fields["due_date"] = None
if "tags" in data:
fields["tags"] = data["tags"]
try:
note = await update_note(owner_uid, note_id, **fields)
except ValueError as e:
return jsonify({"error": str(e)}), 400
if note is None:
return not_found("Note")
# Set-semantics, matching MCP and the PATCH route: present-and-empty
# clears, absent leaves alone. Scoped by the CALLER, not owner_uid — an
# editor-share holder may edit this note and must not thereby inherit the
# owner's write access to whatever they name as superseded (#47).
if "supersedes" in data:
try:
await supersession_svc.set_supersedes(uid, note_id, data["supersedes"] or [])
except PermissionError as exc:
return jsonify({"error": str(exc)}), 403
# Set-semantics like the above: present-and-empty clears, absent leaves
# alone. Scoped by the CALLER rather than owner_uid, for the same reason
# the supersedes call is — `set_record_systems` links only Systems the
# acting user can read, and an editor-share holder should tag from what
# they can see rather than inherit the owner's reach. Every door that
# tags a record (tasks, lessons, snippets) does the same.
if "system_ids" in data:
await systems_svc.set_record_systems(uid, note_id, data["system_ids"] or [])
out = note.to_dict()
await supersession_svc.attach_relations(uid, note_id, out)
return jsonify(out)
@notes_bp.route("/<int:note_id>", methods=["DELETE"])
@login_required
async def delete_note_route(note_id: int):
uid = get_current_user_id()
result = await get_note_for_user(uid, note_id)
if result is None:
return not_found("Note")
note_obj, _ = result
if not await can_write_note(uid, note_id):
return jsonify({"error": "Permission denied"}), 403
from grimoire.services.trash import delete as trash_delete
batch = await trash_delete(note_obj.user_id, "note", note_id)
if batch is None:
return not_found("Note")
return "", 204
@notes_bp.route("/<int:note_id>/convert-to-task", methods=["POST"])
@login_required
async def convert_note_to_task_route(note_id: int):
uid = get_current_user_id()
try:
note = await convert_note_to_task(uid, note_id)
return jsonify(note.to_dict()), 200
except ValueError as e:
return jsonify({"error": str(e)}), 404
@notes_bp.route("/<int:note_id>/convert-to-note", methods=["POST"])
@login_required
async def convert_task_to_note_route(note_id: int):
uid = get_current_user_id()
try:
note = await convert_task_to_note(uid, note_id)
return jsonify(note.to_dict()), 200
except ValueError as e:
return jsonify({"error": str(e)}), 404
@notes_bp.route("/<int:note_id>/backlinks", methods=["GET"])
@login_required
async def get_backlinks_route(note_id: int):
uid = get_current_user_id()
links = await get_backlinks(uid, note_id)
return jsonify({"backlinks": links})
# ── Link suggestions ─────────────────────────────────────────────────────────
_WIKILINK_RE = re.compile(r'\[\[[^\]]+\]\]')
def _find_unlinked_terms(body: str, note_titles: list[tuple[int, str]]) -> list[dict]:
"""Return project note titles that appear in body as plain text (not inside [[...]])."""
linked_ranges = [(m.start(), m.end()) for m in _WIKILINK_RE.finditer(body)]
def in_wikilink(start: int, end: int) -> bool:
return any(ls <= start and end <= le for ls, le in linked_ranges)
suggestions = []
for note_id, title in note_titles:
title = title.strip()
if len(title) < 3:
continue
pattern = re.compile(r'\b' + re.escape(title) + r'\b', re.IGNORECASE)
count = sum(1 for m in pattern.finditer(body) if not in_wikilink(m.start(), m.end()))
if count > 0:
suggestions.append({"note_id": note_id, "title": title, "count": count})
suggestions.sort(key=lambda x: x["count"], reverse=True)
return suggestions
@notes_bp.route("/link-suggestions", methods=["POST"])
@login_required
async def link_suggestions_route():
"""Find project note titles that appear unlinked in the given body text."""
uid = get_current_user_id()
data = await request.get_json()
body_text = data.get("body", "")
project_id = data.get("project_id")
exclude_note_id = data.get("exclude_note_id")
if not project_id or not body_text:
return jsonify({"suggestions": []})
try:
project_notes, _ = await list_notes(
uid, project_id=int(project_id), sort="title", order="asc", limit=200
)
titles = [
(n.id, n.title)
for n in project_notes
if n.id != exclude_note_id and n.title
]
suggestions = _find_unlinked_terms(body_text, titles)
except Exception:
logger.warning("Failed to compute link suggestions", exc_info=True)
suggestions = []
return jsonify({"suggestions": suggestions})
# ── Draft routes ─────────────────────────────────────────────────────────────
@notes_bp.route("/<int:note_id>/draft", methods=["GET"])
@login_required
async def get_draft_route(note_id: int):
uid = get_current_user_id()
draft = await get_draft(uid, note_id)
if draft is None:
return jsonify({"error": "No draft found"}), 404
return jsonify(draft.to_dict())
@notes_bp.route("/<int:note_id>/draft", methods=["PUT"])
@login_required
async def upsert_draft_route(note_id: int):
uid = get_current_user_id()
# Verify note ownership
note = await get_note(uid, note_id)
if note is None:
return not_found("Note")
data = await request.get_json()
draft = await upsert_draft(
user_id=uid,
note_id=note_id,
proposed_body=data.get("proposed_body", ""),
original_body=data.get("original_body", ""),
instruction=data.get("instruction", ""),
scope=data.get("scope", "document"),
)
return jsonify(draft.to_dict()), 200
@notes_bp.route("/<int:note_id>/draft", methods=["DELETE"])
@login_required
async def delete_draft_route(note_id: int):
uid = get_current_user_id()
await delete_draft(uid, note_id)
return "", 204
# ── Version routes ────────────────────────────────────────────────────────────
@notes_bp.route("/<int:note_id>/versions", methods=["GET"])
@login_required
async def list_versions_route(note_id: int):
uid = get_current_user_id()
versions = await list_versions(uid, note_id)
return jsonify({"versions": [v.to_dict(include_body=False) for v in versions]})
@notes_bp.route("/<int:note_id>/versions/<int:version_id>", methods=["GET"])
@login_required
async def get_version_route(note_id: int, version_id: int):
uid = get_current_user_id()
version = await get_version(uid, note_id, version_id)
if version is None:
return not_found("Version")
return jsonify(version.to_dict(include_body=True))
@notes_bp.route("/<int:note_id>/versions/<int:version_id>/pin", methods=["POST"])
@login_required
async def pin_version_route(note_id: int, version_id: int):
"""Mark a version as manually pinned. Body: {"label": str | null}."""
uid = get_current_user_id()
data = await request.get_json() or {}
label = data.get("label")
if label is not None and not isinstance(label, str):
return jsonify({"error": "label must be a string or null"}), 400
from grimoire.services.version_pinning import pin_version
try:
version = await pin_version(uid, note_id, version_id, label=label)
except ValueError as e:
return jsonify({"error": str(e)}), 400
if version is None:
return not_found("Version")
return jsonify(version.to_dict(include_body=False))
@notes_bp.route(
"/<int:note_id>/versions/<int:version_id>/pin", methods=["DELETE"],
)
@login_required
async def unpin_version_route(note_id: int, version_id: int):
"""Downgrade a manually-pinned version back to rolling."""
uid = get_current_user_id()
from grimoire.services.version_pinning import unpin_version
version = await unpin_version(uid, note_id, version_id)
if version is None:
return not_found("Version")
return jsonify(version.to_dict(include_body=False))
# ── Graph route ────────────────────────────────────────────────────────────────
@notes_bp.route("/graph", methods=["GET"])
@login_required
async def graph_route():
uid = get_current_user_id()
project_id = request.args.get("project_id", type=int)
shared_tags = request.args.get("shared_tags", "false").lower() == "true"
graph = await build_note_graph(uid, project_id=project_id, include_shared_tags=shared_tags)
return jsonify(graph)
# ── The staleness sweep ──────────────────────────────────────────────────────
# The web half of notes_due_for_verification / mark_note_verified. Same
# contract as the MCP door and the rules routes beside it — the service holds
# the behaviour, these two just parse and serialise.
@notes_bp.route("/due-for-verification", methods=["GET"])
@login_required
async def notes_due_route():
"""Notes that carry a check, oldest verification first, never-checked top.
Query params: older_than_days, project_id, never_only. A note with no
`verify_with` never appears — it is a decision, not a fact.
"""
uid = get_current_user_id()
args = request.args
try:
older = int(args.get("older_than_days", 0) or 0)
project = int(args.get("project_id", 0) or 0)
except ValueError:
return jsonify({"error": "older_than_days and project_id must be integers"}), 400
try:
notes = await notes_due_for_verification(
uid,
older_than_days=older,
project_id=project or None,
never_only=args.get("never_only", "").lower() in ("1", "true", "yes"),
)
except ValueError as exc:
# A 400, not a silently narrowed result: a filter that quietly answers
# a different question is the failure this whole surface exists to
# catch.
return jsonify({"error": str(exc)}), 400
return jsonify({
"notes": [verification_row(n) for n in notes],
"total": len(notes),
})
@notes_bp.route("/<int:note_id>/verify", methods=["POST"])
@login_required
async def mark_note_verified_route(note_id: int):
"""Record that the note's check was run. Body: {"still_true": bool}.
`still_true: false` writes nothing — a note whose check failed is wrong,
not in a recordable state — so it keeps its place at the top of the sweep.
"""
data = await request.get_json() or {}
uid = get_current_user_id()
still_true = bool(data.get("still_true", True))
note = await mark_note_verified(note_id, uid, still_true)
if note is None:
return jsonify({
"error": "note not found, not writable by you, or carries no verify_with"
}), 404
payload = verification_row(note)
payload["verified"] = still_true
return jsonify(payload)
src/grimoire/routes/platforms.py
+96
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@@ -0,0 +1,96 @@
"""Platform routes — the GLOBAL platform catalog, and which platforms a
project is.
Two shapes, as with the canonical areas:
- `/api/platforms` — the catalog. Readable by any signed-in user; writable
only by an admin, since a vocabulary anyone extends stops being shared.
- `/api/projects/<id>/platforms` — a project's answers, authorised by the
PROJECT (read to see them, write to change them). The service enforces
both; these are thin wrappers.
"""
import logging
from quart import Blueprint, jsonify, request
from grimoire.auth import admin_required, get_current_user_id, login_required
from grimoire.routes.utils import not_found
from grimoire.services import platforms as platforms_svc
logger = logging.getLogger(__name__)
platforms_bp = Blueprint("platforms", __name__, url_prefix="/api")
_EDITABLE = ("name", "description", "order_index", "markers")
@platforms_bp.route("/platforms", methods=["GET"])
@login_required
async def list_platforms_route():
entries = await platforms_svc.list_platforms()
return jsonify({"platforms": [e.to_dict() for e in entries]})
@platforms_bp.route("/platforms", methods=["POST"])
@admin_required
async def create_platform_route():
uid = get_current_user_id()
data = await request.get_json() or {}
if not (data.get("name") or "").strip():
return jsonify({"error": "name is required"}), 400
try:
entry = await platforms_svc.create_platform(
uid, data["name"], description=data.get("description"),
markers=data.get("markers"),
)
except ValueError as exc:
return jsonify({"error": str(exc)}), 400
if entry is None:
return jsonify({"error": "Permission denied"}), 403
# Duplicate-gated on the slug: the entry that already is this platform
# comes back as a 409 rather than a second spelling of it.
if isinstance(entry, dict):
return jsonify(entry), 409
return jsonify(entry.to_dict()), 201
@platforms_bp.route("/platforms/<int:platform_id>", methods=["PATCH"])
@admin_required
async def update_platform_route(platform_id: int):
uid = get_current_user_id()
data = await request.get_json() or {}
fields = {k: v for k, v in data.items() if k in _EDITABLE}
try:
entry = await platforms_svc.update_platform(uid, platform_id, **fields)
except ValueError as exc:
return jsonify({"error": str(exc)}), 400
if entry is None:
return not_found("Platform")
return jsonify(entry.to_dict())
@platforms_bp.route("/projects/<int:project_id>/platforms", methods=["GET"])
@login_required
async def project_platforms_route(project_id: int):
"""Every platform the project has an answer for — rejected included, so
a screen can show "no" as well as "yes"."""
rows = await platforms_svc.project_platforms(get_current_user_id(), project_id)
if rows is None:
return not_found("Project")
return jsonify({"project_platforms": rows})
@platforms_bp.route("/projects/<int:project_id>/platforms", methods=["PUT"])
@login_required
async def set_project_platforms_route(project_id: int):
"""Body: {"platforms": {<slug>: "declared" | "rejected" | null}}. Only
the slugs named change; null withdraws the answer. Applies whole or not
at all."""
data = await request.get_json() or {}
try:
rows = await platforms_svc.set_project_platforms(
get_current_user_id(), project_id, data.get("platforms"),
)
except ValueError as exc:
return jsonify({"error": str(exc)}), 400
return jsonify({"project_platforms": rows})
src/grimoire/routes/plugin.py
+683
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@@ -0,0 +1,683 @@
"""Grimoire-plugin support endpoints.
Consumed by the Grimoire Claude Code plugin (not the web UI). `GET /api/plugin/
context` is curled by the plugin's SessionStart hook to push the operator's
always-on rules + active-project context into the session — Grimoire's own push
channel. Auth is the standard `@login_required` path, which accepts a `Bearer
fmcp_<key>` API key (a read-scoped key suffices for this GET).
"""
from __future__ import annotations
from quart import Blueprint, g, jsonify, request
from grimoire.auth import admin_required, get_current_user_id, login_required
from grimoire.config import Config
from grimoire.services import lesson_rules as lesson_rules_svc
from grimoire.services import moment_delivery as moment_delivery_svc
from grimoire.services import plugin_context as plugin_ctx_svc
from grimoire.services import reply_shapes as reply_shapes_svc
from grimoire.services import repo_bindings as repo_bindings_svc
from grimoire.services import report_check as report_check_svc
from grimoire.services import rule_moment_judgments as judgments_svc
from grimoire.services import shape_check as shape_check_svc
from grimoire.services import task_claims as task_claims_svc
from grimoire.services.embeddings import memoized_query_embeddings
from grimoire.services.settings import get_admin_setting, set_setting
plugin_bp = Blueprint("plugin", __name__, url_prefix="/api/plugin")
# Setting key for the git URL of the marketplace that serves this plugin (the
# Grimoire app's own repo). Instance-global (stored on an admin account) so every
# user's Settings page shows the real, copyable install command.
_MARKETPLACE_KEY = "plugin_marketplace_url"
def _int_list(raw: str | None) -> list[int]:
"""A comma-separated id list from the query string; non-ints dropped."""
return [int(p) for p in (raw or "").split(",") if p.strip().isdigit()]
async def _project_scope() -> tuple[int, str, str]:
"""(project_id, repo, unbound_repo) from the request's `project_id` /
`repo` query args — the one resolution every plugin endpoint shares.
An explicit project_id wins; otherwise the repo remote is resolved
through the caller's bindings, and a remote nobody bound comes back as
`unbound_repo` (normalised) so /context can say "bind this repo".
"""
try:
project_id = int(request.args.get("project_id", 0) or 0)
except (TypeError, ValueError):
project_id = 0
repo = (request.args.get("repo") or "").strip()
unbound_repo = ""
if repo and not project_id:
resolved = await repo_bindings_svc.resolve_project(g.user.id, repo)
if resolved:
project_id = resolved
else:
unbound_repo = repo_bindings_svc.normalize_repo_key(repo)
return project_id, repo, unbound_repo
@plugin_bp.get("/context")
@login_required
async def session_context():
"""Return SessionStart context (always-on rules + active project).
Query:
repo (optional str) — the working repo's git remote. The server
resolves it to the bound project (see services/repo_bindings); an
unbound repo yields a "bind this repo" hint instead. This is how the
active project is determined — the plugin never pins a project id.
project_id (optional int) — the project named directly, and the only
key a caller outside a git repo has: the plugin's hooks
send it when a `.scribe` marker file names a project. Takes
precedence over `repo`. Access-checked like any other read — an id
this account cannot read loads no project rather than failing.
source (optional str) — the host's SessionStart source (startup,
resume, compact, clear, fork); decides what the claim section says.
session_id (optional str) — the session's id, so a claim bound to it
reads as this session's own.
"""
project_id, _repo, unbound_repo = await _project_scope()
result = await plugin_ctx_svc.build_session_context(
g.user.id, project_id, unbound_repo=unbound_repo,
source=(request.args.get("source") or "").strip()[:20],
session_id=(request.args.get("session_id") or "").strip()[:200],
)
return jsonify(result)
@plugin_bp.get("/retrieve")
@login_required
@memoized_query_embeddings
async def autoinject_retrieve():
"""Title-first knowledge auto-inject for the plugin's UserPromptSubmit hook.
Given the user's prompt (`q`), returns a compact awareness hint — note
titles + scores only, never bodies — for the top hits that clear the
per-user gates (see services.plugin_context.build_autoinject_hint). Returns
empty context (most of the time) when disabled or nothing is relevant.
Query:
q (str) — the user's prompt to retrieve against.
repo (optional) — working repo remote; resolved to the bound project
to scope the search (mirrors /context). Unbound or
absent → searches all the user's notes.
project_id (opt) — explicit project scope override (ad-hoc/testing).
exclude_ids (opt) — comma-separated note ids already injected this
session; skipped so each note injects at most once.
ctx (opt) — the tail of the last assistant reply. The
notes AND rule arms append it to a short prompt,
so a follow-up like "yes do that" still names
what it is about — and a rule or lesson arrives
while the work is under way, before the operator
has to call it out.
exclude_rule_ids — comma-separated rule ids already surfaced this
(opt) session. SHARED with /prior-art and /tool-rules on
purpose: one session keeps ONE rule ledger, so a
rule named by any arm is not re-announced by
another. Ages out, so salience decays.
held_rule_ids — comma-separated rule ids the session actually
(opt) OPENED, observed from the `get_rule` call itself
rather than claimed. A rule on exclude_rule_ids
was NAMED; a rule here was READ, and the two say
different things about what the reader holds —
so they get different lines. Shares the
ledger directory and the same clear-on-compact.
shapes_seen (opt) — comma-separated reply-shape keys this session was
already shown in full. The core
goes out in full when `core` is absent, as its
one-line reminder when present; the hook's
ledger is swept on compaction, which is how the
full core comes back after one.
THE TURN'S REPLY SHAPE COMES FIRST. Every turn ends
in a reply and this is the last point before it is written, so the core
shape and whatever is mounted on `reply.report` lead the payload. Fresh
shape keys come back as `shape_keys` for the ledger.
TWO ARMS, TWO SETS OF GATES. Rules ride the same hook and the same query
but nothing else: the notes menu can be disabled, thresholded and top-k'd
by the operator without touching whether a rule reaches them. Composed
here rather than inside either builder so neither one's early return can
silently suppress the other.
Rules come FIRST in the payload. A rule or preference governing the answer
is more consequential than a menu of things that might be worth reading,
and a reader who stops after the first block should have stopped after
the right one.
"""
q = (request.args.get("q") or "").strip()
project_id, _repo, _unbound = await _project_scope()
exclude_ids = _int_list(request.args.get("exclude_ids"))
exclude_rule_ids = _int_list(request.args.get("exclude_rule_ids"))
held_rule_ids = _int_list(request.args.get("held_rule_ids"))
ctx = request.args.get("ctx") or ""
rules = await plugin_ctx_svc.build_prompt_rule_hint(
g.user.id, q, project_id=project_id, exclude_rule_ids=exclude_rule_ids, held_rule_ids=held_rule_ids,
context=ctx,
)
result = await plugin_ctx_svc.build_autoinject_hint(
g.user.id, q, project_id=project_id, exclude_ids=exclude_ids, context=ctx,
)
# The one place both arms' lines meet, so the one place a lesson and a
# rule arriving TOGETHER can be counted. Keyed on the operator's
# prompt — the situation — and fails open to "".
proposal = await lesson_rules_svc.co_surfaced(
g.user.id, result.get("lesson_ids") or [], rules.get("shown_rule_ids") or [],
arm="p", situation=q, project_id=project_id or None,
)
# The reply mounts go through the same rule ledger; a rule the prompt arm
# just named is not quoted a second time by the turn's delivery.
turn = await moment_delivery_svc.deliver_for_turn(
g.user.id, seen=reply_shapes_svc.parse_seen(request.args.get("shapes_seen")),
project_id=project_id,
exclude=frozenset(exclude_rule_ids) | frozenset(rules["rule_ids"]),
held=frozenset(held_rule_ids),
)
blocks = [b for b in (turn["context"], rules["context"], result["context"], proposal) if b]
result["context"] = "\n\n".join(blocks)
result["rule_ids"] = list(dict.fromkeys([*rules["rule_ids"], *turn["rule_ids"]]))
result["shape_keys"] = [k for k, form in turn["shape_forms"].items()
if form == reply_shapes_svc.FULL]
return jsonify(result)
@plugin_bp.get("/tool-rules")
@login_required
@memoized_query_embeddings
async def pre_tool_rules():
"""Standing rules for the plugin's PreToolUse hook on ACTIONS.
Answers "does a recorded rule speak to the command about to be run?" — the
sibling of /prior-art, which can only answer that question about a code
write. Rules about which tool to reach for (don't curl the forge, don't
stand up a stack, don't run the suite locally) have no other retrieval
surface: no code write ever happens for them to ride on.
Titles + trigger only, never the statement: the hint says a rule may apply
and hands over `get_rule(id)`. One rule at most (RULEHINT_LIMIT), and empty
most of the time.
Query:
tool (str) — the tool about to run, e.g. `Bash`. Used in
the hint's wording, not in the search: a
rule is about the action, not the harness.
command (str) — the command about to run; the semantic query.
Absent or blank → empty, no search.
repo (optional) — working repo remote, resolved to the bound
project exactly as /retrieve and /prior-art.
exclude_rule_ids (opt) — comma-separated rule ids already surfaced
this session. SHARED with /prior-art's
ledger on purpose: one session keeps one
list, so a rule named by either arm is not
re-offered by the other.
held_rule_ids (opt) — rule ids the session actually OPENED, as
against merely named. Named and read are
different claims about the reader's
context, so they get different lines.
root, cwd (opt) — the repo's absolute root and the command's
working directory. They turn the paths the
command names into repo-relative ones, for
the rulings arm.
seen_ruling_systems (opt) — comma-separated System ids whose rulings
were already shown this session, by either
arm; those get a one-line reference. SHARED
with /prior-art, like exclude_rule_ids.
Returns `context`, `rule_ids`, and `checkpoint`,
plus `ruling_system_ids` — the Systems whose rulings were shown in full on
this call — when there were any.
`checkpoint` IS THE ONE PART OF THIS RESPONSE THAT IS NOT A HINT. It is
empty on almost every call. When present it carries `rule_id`, `title`,
`trigger`, `score` and a rendered `reason`, and it means the hook should
DENY the call rather than annotate it — because every other line this
endpoint returns is delivered by Claude Code alongside the tool RESULT,
so it reaches the reader after the act is composed and reads as
commentary on a decision already made.
It is raised only for a rule (never a preference, which claims no such
force), only for the ranker's top hit, only above the checkpoint
threshold — well above this arm's own floor — and only when the session
has NOT opened that rule. The remedy is one `get_rule` call, and the act
may then be re-submitted unchanged; the hook caps stops at one per rule
and five per session so a mis-set floor degrades to noise rather than to
a session that cannot proceed.
"""
tool = (request.args.get("tool") or "tool").strip()
command = request.args.get("command") or ""
project_id, _repo, _unbound = await _project_scope()
exclude_rule_ids = _int_list(request.args.get("exclude_rule_ids"))
held_rule_ids = _int_list(request.args.get("held_rule_ids"))
result = await plugin_ctx_svc.build_tool_rule_hint(
g.user.id, tool, command,
project_id=project_id, exclude_rule_ids=exclude_rule_ids, held_rule_ids=held_rule_ids,
root=(request.args.get("root") or "").strip(),
cwd=(request.args.get("cwd") or "").strip(),
seen_ruling_systems=_int_list(request.args.get("seen_ruling_systems")),
)
return jsonify(result)
@plugin_bp.get("/moment-tools")
@login_required
async def moment_tools():
"""The tools whose calls can deliver a mounted rule.
Read by the plugin's catch-all PreToolUse hook once per session window and
kept on disk, so a call that cannot reach a mounted rule costs no request.
`tools` are tool KEYS — bare, lowercased, no MCP server prefix — the same
keys the moment mappings are written in. Empty on an install that has
mounted nothing, which keeps that hook entirely off the wire.
"""
return jsonify({"tools": await moment_delivery_svc.reachable_tools(g.user.id)})
@plugin_bp.post("/moment")
@login_required
async def moment():
"""The rules mounted on the moments this tool call reaches.
Body: the PreToolUse event as Claude Code delivers it — `tool_name` and
`tool_input` are read, nothing else. Sent whole because which input field
a mapping matches on is the mapping's business, not the hook's.
Query: `repo` / `project_id` for the scope, and the shared session ledger —
`exclude_rule_ids` (named this session: a repeat is cited, not quoted) and
`held_rule_ids` (opened) — exactly as /tool-rules takes them.
Returns `context` (the lines, each naming the moment and the action that
reached it, so a misfire is visible and can be unmapped in-session),
`rule_ids` (the FRESH ones, for the hook to append to the ledger) and
`moments` (the names reached). A lookup, not a ranked search: no
retrieval_logs row; each fresh rule is recorded surfaced with its moment.
A moment that carries a default reply shape brings it too,
ahead of the rules: in full unless `shapes_seen` names it, then as its
reminder. `shape_keys` are the ones sent in full, for the hook's ledger.
"""
event = await request.get_json(silent=True) or {}
tool = str(event.get("tool_name") or "").strip()
tool_input = event.get("tool_input")
if not tool:
return jsonify({"context": "", "rule_ids": [], "moments": [], "shape_keys": []})
project_id, _repo, _unbound = await _project_scope()
reached, result = await moment_delivery_svc.deliver_for_act(
g.user.id, tool, tool_input if isinstance(tool_input, dict) else {},
project_id=project_id,
exclude=frozenset(_int_list(request.args.get("exclude_rule_ids"))),
held=frozenset(_int_list(request.args.get("held_rule_ids"))),
)
shapes, forms = moment_delivery_svc.shapes_for_act(
reached, reply_shapes_svc.parse_seen(request.args.get("shapes_seen")),
)
await reply_shapes_svc.record_delivery(g.user.id, forms, via="hook")
context = "\n\n".join(b for b in ("\n\n".join(shapes), "\n".join(result.lines)) if b)
return jsonify({
"context": context,
"rule_ids": result.rule_ids,
"moments": [hit["moment"] for hit in reached],
"shape_keys": [k for k, form in forms.items() if form == reply_shapes_svc.FULL],
})
@plugin_bp.post("/rule-opened")
@login_required
async def rule_opened():
"""A session opened a rule shortly after these acts.
Body: `{"rule_id", "session_id", "acts": [<PreToolUse event>, ...]}` —
the calls the plugin saw in the window before the `get_rule`. Each is
resolved to its moments, and the open is counted as evidence that the
rule belongs on them; once a pair has repeated across enough distinct
sessions, `context` carries the line asking the reader to offer the
mount. Nothing is mounted here. `repo` / `project_id` scope the evidence.
"""
data = await request.get_json(silent=True) or {}
if not isinstance(data, dict):
return jsonify({"moments": [], "context": ""})
try:
rule_id = int(data.get("rule_id") or 0)
except (TypeError, ValueError):
rule_id = 0
acts = data.get("acts")
if rule_id <= 0 or not isinstance(acts, list):
return jsonify({"moments": [], "context": ""})
project_id, _repo, _unbound = await _project_scope()
return jsonify(await judgments_svc.opened_after(
g.user.id, rule_id, acts, session_id=str(data.get("session_id") or ""),
project_id=project_id or None,
))
@plugin_bp.post("/reply-rules")
@login_required
@memoized_query_embeddings
async def reply_rules():
"""Whether the reply that ends a turn is held for one read.
Called by the plugin's Stop hook with the finished reply. Two halves: the
rules MOUNTED on the reply moments (`reply.report`, and `reply.ask` when
the reply asks something), and the reply text against every rule's
trigger — the backstop for whatever the earlier arms missed.
ONE END-OF-TURN REQUEST: a reply that closed tasks is also checked here
for the completion sections (services/report_check). Both holds fold
into one `reason`; `report_check` says what the section check recorded, so
the hook knows the rewrite is one to report.
Body: `{"reply": "<text>", "closed": 1, "closed_task_ids": [41],
"rewrite": false}` — the last three only when the turn closed a task.
`closed` is the count and decides whether the check runs (a task created
already done has no id to list); `rewrite` marks the reply written after a
section hold, which is recorded and never held.
Query: `repo` / `project_id` for the scope;
`held_rule_ids` (opened this session — exempt, as at the act checkpoint);
`exclude_rule_ids` (named this session — not re-counted as surfaced);
`stopped_rule_ids` (already held a reply or an act this session — a rule
holds once, and the per-session cap counts these).
Returns `reason` — the words the hook blocks with, empty when nothing
holds — plus `rule_ids` for the hook's ledger, `moments` reached and
`report_check` (the recorded outcome, or "" when nothing was checked).
"""
data = await request.get_json(silent=True) or {}
if not isinstance(data, dict):
data = {}
reply = str(data.get("reply") or "")
# `type(...) is int`, not isinstance: JSON `true` would otherwise read as 1.
closed = data.get("closed") if type(data.get("closed")) is int else 0
ids = data.get("closed_task_ids")
task_ids = [i for i in ids if type(i) is int and i > 0][:20] if isinstance(ids, list) else []
rewrite = data.get("rewrite") is True
project_id, _repo, _unbound = await _project_scope()
checked: dict = {}
if closed > 0:
checked = await report_check_svc.check_reply(
g.user.id, reply, task_ids=task_ids, rewrite=rewrite, project_id=project_id or None,
)
# The rewrite after a hold goes out as written: recorded above, held by nothing.
held: dict = {}
if not rewrite:
held = await moment_delivery_svc.reply_hold(
g.user.id, reply, project_id=project_id,
exclude=frozenset(_int_list(request.args.get("exclude_rule_ids"))),
held=frozenset(_int_list(request.args.get("held_rule_ids"))),
stopped=frozenset(_int_list(request.args.get("stopped_rule_ids"))),
)
reasons = [r for r in (checked.get("reason", ""), held.get("reason", "")) if r]
return jsonify({
"reason": "\n\n".join(reasons),
"rule_ids": held.get("rule_ids", []),
"moments": held.get("moments", []),
"report_check": checked.get("outcome", ""),
})
@plugin_bp.get("/prior-art")
@login_required
@memoized_query_embeddings
async def write_path_prior_art():
"""Prior-art hint for the plugin's PreToolUse hook on Write/Edit.
Answers "what is already recorded for the file about to be written?" — by
place (a snippet at this path or in its directory) and by meaning (snippets
resembling the code about to be written). Titles only, gated, and empty most
of the time. See services.plugin_context.build_write_path_hint.
Query:
path (str) — the target file, REPO-RELATIVE, matching the
convention snippet locations are recorded in. An
absolute path simply won't match anything.
code (optional) — the code about to be written; the semantic query.
Omit it and only the location arm runs.
repo (optional) — working repo remote; resolved to the bound project
to scope the search, exactly as /retrieve does. It
is NOT used as the location `repo` filter — see the
service docstring for why those two differ.
project_id (opt) — explicit project scope override (ad-hoc/testing).
exclude_ids (opt) — comma-separated REUSE-class ids already surfaced
this session.
exclude_sync_ids (opt) — comma-separated SYNC-class ids (snippets
recorded AT the edited file) already
surfaced. A separate channel on purpose: a reuse
hint shown early must not suppress the record-sync
nudge when the recorded file is edited later.
exclude_rule_ids (opt) — comma-separated RULE ids already surfaced
this session. Its own channel like the three
above, and for the same reason: a rule named
twenty turns ago should not be re-offered on
every subsequent write.
held_rule_ids (opt) — RULE ids the session actually OPENED, as
against merely named; drives the third
reference wording.
exclude_derive (opt) — comma-separated derive keys (a derive group id
or `canon:<snippet_id>`) already named this
session by the ledger arm; its own
channel, like the two above.
seen_ruling_systems (opt) — System ids whose rulings were already shown
this session; shared with
/tool-rules. The response's `ruling_system_ids`
are the ones shown in full on this call.
(Returns a `checkpoint` block on the same contract as /tool-rules —
see that endpoint. The write-path HOOK deliberately does not act on
it: scribe_prior_art.sh carries a tested property that it never
returns a permissionDecision, because a recall aid must not stand in
the way of a write. The block is computed and
returned so that decision can be revisited with evidence rather than
re-argued, and so a change of mind is a hook edit and not a feature.)
shapes (opt) — comma-separated `kind:name` definitions the hook
found in (or enclosing) the payload, kind being
css|sym. The shape ledger's write-path feed:
when the session recently PULLED a
snippet this payload references or resembles,
these carry it as a proposal — evidence for the
agent's own end-of-turn judgment, never a
verdict. Honoured only for a
caller allowed to write — a read-scoped key still
gets the hint, and never changes the ledger on a
GET.
"""
path = (request.args.get("path") or "").strip()
code = request.args.get("code") or ""
project_id, repo, _unbound = await _project_scope()
exclude_ids = _int_list(request.args.get("exclude_ids"))
exclude_sync_ids = _int_list(request.args.get("exclude_sync_ids"))
exclude_derive = [
p.strip() for p in (request.args.get("exclude_derive") or "").split(",") if p.strip()
]
exclude_rule_ids = _int_list(request.args.get("exclude_rule_ids"))
held_rule_ids = _int_list(request.args.get("held_rule_ids"))
shapes = _parse_shapes(request.args.get("shapes") or "")
api_key = getattr(g, "api_key", None)
may_stamp = api_key is None or getattr(api_key, "scope", "") == "write"
result = await plugin_ctx_svc.build_write_path_hint(
g.user.id, path, code=code, project_id=project_id,
exclude_ids=exclude_ids, exclude_sync_ids=exclude_sync_ids,
stamp_shapes=shapes if may_stamp else None,
repo_key=repo_bindings_svc.normalize_repo_key(repo) if repo else "",
exclude_derive=exclude_derive,
exclude_rule_ids=exclude_rule_ids, held_rule_ids=held_rule_ids,
seen_ruling_systems=_int_list(request.args.get("seen_ruling_systems")),
)
return jsonify(result)
# The hook names at most a dozen definitions per write; anything past that is
# a generated file, not a shape being instantiated.
_SHAPES_CAP = 12
def _parse_shapes(raw: str) -> list[tuple[str, str]]:
"""`css:btn-primary,sym:onTrash` → [("css", "btn-primary"), ("sym", "onTrash")].
Unknown kinds and empty names are dropped, duplicates collapse, and the
list is capped — the hook's own cap, re-applied so the contract holds
for any caller."""
out: list[tuple[str, str]] = []
for part in raw.split(","):
kind, _sep, name = part.strip().partition(":")
kind, name = kind.strip(), name.strip()
if kind in ("css", "sym") and name and (kind, name) not in out:
out.append((kind, name))
if len(out) >= _SHAPES_CAP:
break
return out
@plugin_bp.get("/shape-check")
@login_required
async def shape_check():
"""The end-of-turn question: what did this turn write that
nobody has judged?
The client's write hooks keep a ledger of the definitions each turn wrote;
its Stop hook sends them here. The server decides which carry no judgment
— against the ledger and the project's recorded snippets — records the
outcome, and for a block returns the `reason` the agent is sent back with.
A hook blocks only on a reason it received, so only on a block that was
recorded, and never on the stop that follows one (`phase=after`).
A GET like every plugin endpoint: a read-scoped key runs the plugin, and
this records telemetry the way /reply-rules records its section check. It changes no ledger
row — the agent's own classify_shapes call does that.
Query:
written (str) — newline-separated `path<TAB>kind<TAB>name` lines,
repo-relative, kind css|sym|file.
phase (str) — check | after. Anything else is a 400.
repo (opt) — working repo remote, resolved like the other arms.
project_id (opt) — explicit scope override.
"""
phase = (request.args.get("phase") or "check").strip()
if phase not in shape_check_svc.PHASES:
return jsonify({"error": f"phase must be one of {list(shape_check_svc.PHASES)}"}), 400
written = shape_check_svc.parse_written(request.args.get("written") or "")
project_id, repo, _unbound = await _project_scope()
body: dict = {"status": "ok", "unjudged": []}
if not project_id or not written:
return jsonify(body)
from grimoire.services import access
from grimoire.services import coverage as coverage_svc
from grimoire.services import shape_ledger as shape_ledger_svc
if not await access.can_read_project(g.user.id, project_id):
return jsonify(body)
repo_key = repo_bindings_svc.normalize_repo_key(repo) if repo else ""
unjudged = await shape_ledger_svc.unjudged_shapes(project_id, written, repo_key=repo_key)
# A snippet recorded AT a shape is the strongest verdict there is — the
# next refresh stamps that row canonical. Until then the ledger cannot
# know, so the recorded locations answer for it: an agent who just
# recorded what it built is not asked again.
if unjudged:
recorded = {
(path, symbol)
for _sid, path, symbol in await coverage_svc._recorded_locations(g.user.id, project_id)
}
unjudged = [u for u in unjudged if (u["path"], u["symbol"]) not in recorded
and not (u["kind"] == "file" and (u["path"], "") in recorded)]
outcome = shape_check_svc.outcome_for(phase, unjudged)
await shape_check_svc.record_shape_check(
g.user.id, outcome, written=len(written), unjudged=len(unjudged),
project_id=project_id,
)
body["outcome"] = outcome
body["unjudged"] = unjudged
if outcome == "blocked":
body["reason"] = shape_check_svc.block_reason(
unjudged, project_id=project_id, repo=repo_key or repo,
)
return jsonify(body)
@plugin_bp.get("/claim-session")
@login_required
async def claim_session():
"""Bind the harness's session id to the caller's live claim on a task.
Called by `scribe_claim_session.sh` after `update_task` / `add_task_log`.
The server has already stamped the claim on that write; this only says
WHICH session made it — an id the harness reported, not one the model
asserted. A GET for the reason every plugin endpoint is one: a read-scoped
key must be enough to run the plugin.
Query:
task_id (int) — the task the tool call named.
session_id (str) — the Claude Code session id from the hook event.
Returns the claim when one was bound, `{"claim": null}` when there was
nothing to bind to (no live claim of the caller's, or not writable).
"""
try:
task_id = int(request.args.get("task_id") or "")
except ValueError:
return jsonify({"error": "task_id must be an integer"}), 400
session_id = (request.args.get("session_id") or "").strip()
if not session_id:
return jsonify({"error": "session_id is required"}), 400
claim = await task_claims_svc.bind_session(g.user.id, task_id, session_id)
return jsonify({"claim": claim})
@plugin_bp.get("/release-session")
@login_required
async def release_session():
"""Release the claims a session held, as it ends.
Called by `scribe_session_end.sh`. Best-effort by design: SessionEnd does
not fire on a crash, so the claim's lease — not this call — is what makes a
dead session's claim read as dead. This only makes the common case tidy.
Query:
session_id (str) — the ending session's id, from the hook event.
"""
session_id = (request.args.get("session_id") or "").strip()
if not session_id:
return jsonify({"error": "session_id is required"}), 400
released = await task_claims_svc.release_session(g.user.id, session_id)
return jsonify({"released": released})
@plugin_bp.get("/processes")
@login_required
async def process_manifest():
"""Stored Processes as skill-stub specs for the plugin's sync script.
The plugin's `scribe_sync_processes.sh` (run at SessionStart and via the
`/scribe:sync` command) curls this and writes one auto-surfacing local skill
per Process into ~/.claude/skills/. See services/plugin_context.
build_process_manifest. A read-scoped API key suffices.
"""
result = await plugin_ctx_svc.build_process_manifest(g.user.id)
return jsonify(result)
@plugin_bp.get("/marketplace-url")
@login_required
async def get_marketplace_url():
"""The plugin marketplace git URL, readable by any logged-in user so their
Settings page can show a copyable install command. Falls back to the
config default (this deployment's own repo) when no admin override is set."""
url = await get_admin_setting(_MARKETPLACE_KEY, default=Config.PLUGIN_MARKETPLACE_URL)
return jsonify({"marketplace_url": url})
@plugin_bp.put("/marketplace-url")
@admin_required
async def set_marketplace_url():
"""Admin-set the marketplace git URL (e.g. this app's own repo)."""
data = await request.get_json() or {}
url = (data.get("marketplace_url") or "").strip()
if url:
scheme = url.split("://")[0].lower() if "://" in url else ""
if scheme not in ("http", "https"):
return jsonify({"error": "Marketplace URL must use http or https"}), 400
await set_setting(get_current_user_id(), _MARKETPLACE_KEY, url)
return jsonify({"status": "ok"})
src/grimoire/routes/projects.py
+299
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@@ -0,0 +1,299 @@
"""Project management routes."""
import logging
from quart import Blueprint, g, jsonify, request
from grimoire.auth import login_required, get_current_user_id
from grimoire.routes.utils import not_found, parse_pagination
from grimoire.services import inception as inception_svc
from grimoire.services.milestones import list_milestones
from grimoire.services.notes import list_notes
from grimoire.services.projects import (
create_project,
delete_project,
get_project,
get_project_for_user,
get_project_summaries,
get_project_summary,
list_projects_for_user,
update_project,
)
logger = logging.getLogger(__name__)
projects_bp = Blueprint("projects", __name__, url_prefix="/api/projects")
@projects_bp.route("", methods=["GET"])
@login_required
async def list_projects_route():
uid = get_current_user_id()
status = request.args.get("status")
include_summary = request.args.get("include_summary", "").lower() in ("1", "true")
projects = await list_projects_for_user(uid, status=status)
if include_summary:
# Batched: four queries plus two, in two sessions, for ALL projects.
# An asyncio.gather over a per-project summary would open a session per
# project and one more per milestone — far more concurrent checkouts
# than the pool holds, all waiting out the checkout timeout and
# starving every other route on the instance.
#
# Grouped by OWNER because a shared project's counts belong to its
# owner's records, matching what the per-project path passed.
by_owner: dict[int, list[dict]] = {}
for p in projects:
by_owner.setdefault(p.get("user_id") or uid, []).append(p)
for owner_uid, owned in by_owner.items():
try:
summaries = await get_project_summaries(
owner_uid, [p["id"] for p in owned]
)
except Exception:
logger.warning("Project summaries failed", exc_info=True)
continue
for p in owned:
if p["id"] in summaries:
p["summary"] = summaries[p["id"]]
return jsonify({"projects": projects})
@projects_bp.route("", methods=["POST"])
@login_required
async def create_project_route():
uid = get_current_user_id()
data = await request.get_json()
if not data.get("title"):
return jsonify({"error": "title is required"}), 400
status = data.get("status", "active")
if status not in ("active", "paused", "completed", "archived"):
return jsonify({"error": "status must be 'active', 'paused', 'completed', or 'archived'"}), 400
# The inception decision rides the create: the UI's
# second step sends `inception: {choices}`; absent = undecided, and the
# project page shows the card until it is. Validated before the create
# so a bad decision never leaves a half-made project behind.
inception = data.get("inception")
if inception is not None:
error = inception_svc.validate_inception(inception)
if error:
return jsonify({"error": error}), 400
project = await create_project(
uid,
title=data["title"],
description=data.get("description", ""),
goal=data.get("goal", ""),
color=data.get("color"),
status=status,
)
out = project.to_dict()
if inception is not None:
try:
decided = await inception_svc.decide(uid, project.id, choices=inception, via="ui")
except ValueError as exc:
return jsonify({"error": str(exc), "project": out}), 400
out["inception"] = decided["inception"]
out["inception_effects"] = decided["effects"]
return jsonify(out), 201
@projects_bp.route("/<int:project_id>/inception", methods=["POST"])
@login_required
async def decide_inception_route(project_id: int):
"""Record (or re-record) what a project inherits.
Body: the choices object {design_system_id, seed_systems}; owner-only."""
uid = get_current_user_id()
data = await request.get_json() or {}
choices = data.get("choices", data)
try:
decided = await inception_svc.decide(uid, project_id, choices=choices, via="ui")
except ValueError as exc:
msg = str(exc)
status = 404 if "not found" in msg else 400
return jsonify({"error": msg}), status
return jsonify({"project_id": project_id, **decided})
@projects_bp.route("/<int:project_id>/inception/defaults", methods=["GET"])
@login_required
async def inception_defaults_route(project_id: int):
"""What the project inherits if nobody decides — the card's payload."""
uid = get_current_user_id()
try:
return jsonify(await inception_svc.current_defaults(uid, project_id))
except ValueError:
return not_found("Project")
@projects_bp.route("/<int:project_id>", methods=["GET"])
@login_required
async def get_project_route(project_id: int):
uid = get_current_user_id()
result = await get_project_for_user(uid, project_id)
if result is None:
return not_found("Project")
project, permission = result
# Summary uses the project owner's uid for stats when viewer is not the owner
owner_uid = project.user_id or uid
summary = await get_project_summary(owner_uid, project_id)
data = project.to_dict()
data["summary"] = summary
data["permission"] = permission
return jsonify(data)
@projects_bp.route("/<int:project_id>", methods=["PATCH"])
@login_required
async def update_project_route(project_id: int):
uid = get_current_user_id()
data = await request.get_json()
allowed = {"title", "description", "goal", "status", "color"}
fields = {k: (v if v is not None else "") for k, v in data.items() if k in allowed}
if "status" in fields and fields["status"] not in ("active", "paused", "completed", "archived"):
return jsonify({"error": "status must be 'active', 'paused', 'completed', or 'archived'"}), 400
project = await update_project(uid, project_id, **fields)
if project is None:
return not_found("Project")
return jsonify(project.to_dict())
@projects_bp.route("/<int:project_id>", methods=["DELETE"])
@login_required
async def delete_project_route(project_id: int):
uid = get_current_user_id()
from grimoire.services.trash import delete as trash_delete
batch = await trash_delete(uid, "project", project_id)
if batch is None:
return not_found("Project")
return "", 204
@projects_bp.route("/<int:project_id>/coverage", methods=["GET"])
@login_required
async def get_coverage_route(project_id: int):
"""The cached shape-accounting summary — never computes.
`configured` tells the card whether offering a Refresh button makes
sense; `coverage` is null until something has computed it (a webhook
push or an explicit refresh).
"""
from grimoire.services.coverage import cached_coverage
from grimoire.services.forge import get_forges
uid = get_current_user_id()
result = await get_project_for_user(uid, project_id)
if result is None:
return not_found("Project")
project, _ = result
owner_uid = project.user_id or uid
return jsonify({
# The OWNER's keyring — whether refresh could do anything,
# regardless of who is looking.
"configured": (await get_forges(owner_uid, project_id)).configured,
"coverage": await cached_coverage(owner_uid, project_id),
})
@projects_bp.route("/<int:project_id>/coverage/refresh", methods=["POST"])
@login_required
async def refresh_coverage_route(project_id: int):
"""Recompute coverage now (archive fetch — seconds, not milliseconds).
Synchronous on purpose: the caller is a person who just clicked Refresh
and wants the new number, and the forge timeout bounds the wait.
"""
from grimoire.services.coverage import refresh_coverage
from grimoire.services.forge import ForgeError, get_forges
uid = get_current_user_id()
result = await get_project_for_user(uid, project_id)
if result is None:
return not_found("Project")
project, _ = result
owner_uid = project.user_id or uid
selector = await get_forges(owner_uid, project_id)
if not selector.configured:
return jsonify({
"error": "The project owner has no forge connection "
"(Settings → Git forges)"
}), 400
try:
coverage = await refresh_coverage(owner_uid, project_id, selector=selector)
except ForgeError as exc:
return jsonify({"error": str(exc)}), 502
if coverage is None:
return jsonify({
"error": "No bound repo is served by the owner's forge connections — "
"bind the project's repo (bind_repo) on a remote a connection hosts"
}), 400
return jsonify({"coverage": coverage})
@projects_bp.route("/<int:project_id>/forge", methods=["PUT"])
@login_required
async def set_project_forge_route(project_id: int):
"""Pin the project to one forge connection, or clear the pin.
Body: {"connection_id": <id> | null}. Owner-or-admin may ask; either way
the pin can only reference a connection the project OWNER holds — the
service enforces that, so a collaborator's token can never end up serving
someone else's project.
"""
from grimoire.services.forge_connections import set_project_pin
uid = get_current_user_id()
result = await get_project_for_user(uid, project_id)
if result is None:
return not_found("Project")
project, permission = result
if permission != "owner" and g.user.role != "admin":
return jsonify({"error": "Only the project owner can change its forge"}), 403
data = await request.get_json() or {}
raw = data.get("connection_id")
if raw is not None and not isinstance(raw, int):
return jsonify({"error": "connection_id must be an integer or null"}), 400
owner_uid = project.user_id or uid
if not await set_project_pin(owner_uid, project_id, raw):
return jsonify({
"error": "That connection does not belong to the project owner"
}), 400
return jsonify({"forge_connection_id": raw})
@projects_bp.route("/<int:project_id>/notes", methods=["GET"])
@login_required
async def get_project_notes_route(project_id: int):
uid = get_current_user_id()
result = await get_project_for_user(uid, project_id)
if result is None:
return not_found("Project")
project, _ = result
# Use the project owner's uid so the ownership filter on notes/milestones
# matches for shared collaborators (who'd otherwise see an empty panel).
owner_uid = project.user_id or uid
# type filter: "note", "task", or None (both)
type_filter = request.args.get("type")
status_filter = request.args.get("status")
limit, offset = parse_pagination(default_limit=100)
is_task: bool | None = None
if type_filter == "task":
is_task = True
elif type_filter == "note":
is_task = False
ms_list = await list_milestones(owner_uid, project_id)
milestone_ids = [m.id for m in ms_list]
notes, total = await list_notes(
owner_uid,
is_task=is_task,
status=status_filter,
project_id=project_id,
milestone_ids=milestone_ids,
limit=limit,
offset=offset,
sort="updated_at",
order="desc",
)
return jsonify({"notes": [n.to_dict() for n in notes], "total": total})
src/grimoire/routes/retrieval.py
+222
View File
@@ -0,0 +1,222 @@
"""The operator's view of retrieval tuning — what the dials are, and who moved them.
WHY THIS EXISTS SEPARATELY FROM /api/settings
The numbers themselves are ordinary settings rows and could be written through
the generic KV endpoint. They must not be, and that is the whole point of this
blueprint: a floor changed through `/api/settings` moves silently, leaving the
history saying nothing happened. Those dials are moved by the model on the
operator's behalf, so a trail with holes in it is worse than
no trail — it reads as complete.
So every change to a retrieval dial goes through `set_dial`, from the UI as
much as from the MCP tool, and the only difference is the `actor` recorded.
"""
import logging
from datetime import datetime, timedelta, timezone
from quart import Blueprint, jsonify, request
from grimoire.auth import get_current_user_id, login_required
from grimoire.services import moment_actions as moment_actions_svc
from grimoire.services import moments as moments_svc
from grimoire.services import reply_shapes as shapes_svc
from grimoire.services import rule_moment_judgments as judgments_svc
from grimoire.services import rulebooks as rulebooks_svc
from grimoire.services.retrieval_telemetry import moment_usage
from grimoire.services.retrieval_tuning import set_dial, current_settings, tuning_history
logger = logging.getLogger(__name__)
retrieval_bp = Blueprint("retrieval", __name__, url_prefix="/api/retrieval")
# What is recorded when the operator changes a dial in Settings and says
# nothing about why.
#
# The MCP tool REFUSES a blank reason, and this endpoint does not, which is a
# deliberate asymmetry rather than an oversight. The requirement exists to make
# the model look at the records before it moves a number on someone else's
# behalf. The operator IS that someone: they are the audience the trail is
# written for, they cannot be uninformed about their own decision, and a
# mandatory justification textarea on every control would be friction charged
# to the one participant who owes no explanation.
#
# The event is still written, because "the operator set this by hand" is the
# single most useful thing the history can tell a later session — it is the one
# entry the model must not quietly tune back.
_OPERATOR_DEFAULT_REASON = "Set directly in Settings by the operator."
@retrieval_bp.route("/surfaces", methods=["GET"])
@login_required
async def get_surfaces_route():
"""Every tunable surface: its live floor and budget, what it asks and over
what, and the reason each dial was last moved."""
uid = get_current_user_id()
surfaces = await current_settings(uid)
return jsonify({"surfaces": surfaces, "total": len(surfaces)})
@retrieval_bp.route("/surfaces/<surface>", methods=["PUT"])
@login_required
async def tune_surface_route(surface: str):
"""Move one dial, recorded as a human change.
`actor` is fixed here rather than taken from the payload: this endpoint is
reached with a session cookie from the Settings form, so the actor is known
and accepting a claim about it would let the one field a reviewer relies on
be set to anything.
"""
uid = get_current_user_id()
data = await request.get_json()
if not isinstance(data, dict):
return jsonify({"error": "Expected a JSON object"}), 400
if "dial" not in data or "value" not in data:
return jsonify({"error": "dial and value are required"}), 400
try:
value = float(data["value"])
except (TypeError, ValueError):
return jsonify({"error": f"value must be a number, got {data['value']!r}"}), 400
reason = str(data.get("reason") or "").strip() or _OPERATOR_DEFAULT_REASON
try:
result = await set_dial(
uid, surface, str(data["dial"]), value, reason=reason, actor="human",
)
except ValueError as e:
# Unknown surface, unknown dial — the service names the alternatives,
# so the message is worth passing through rather than flattening.
return jsonify({"error": str(e)}), 400
return jsonify(result)
@retrieval_bp.route("/tuning-history", methods=["GET"])
@login_required
async def tuning_history_route():
"""What has been changed about retrieval on this install, newest first.
The review surface. Unscoped by default because the operator's question
here is "what has been done on my behalf", not "why is this one arm set
like that" — the per-surface scoping is for the model.
"""
uid = get_current_user_id()
surface = request.args.get("surface") or None
try:
limit = int(request.args.get("limit", 50))
except ValueError:
return jsonify({"error": "limit must be a whole number"}), 400
try:
events = await tuning_history(uid, surface=surface, limit=limit)
except ValueError as e:
return jsonify({"error": str(e)}), 400
return jsonify({"events": events, "total": len(events)})
@retrieval_bp.route("/moments", methods=["GET"])
@login_required
async def moments_route():
"""The moments of work that rules mount on, with the
actions that reach each one on this install.
The same payload `list_moments` returns, from the same services, so the
session and the Settings view cannot name different moments — plus what
the view shows beside each one: `mounted`, how many rules each
carries, and `usage`, the deliveries and opens per moment over `days`
(the block `retrieval_telemetry` reports as `moment_usage`).
"""
uid = get_current_user_id()
try:
days = max(1, min(int(request.args.get("days", 30)), 365))
except ValueError:
return jsonify({"error": "days must be a whole number"}), 400
out = moments_svc.catalog()
out.update(await moment_actions_svc.actions_by_moment(uid))
# The catalog is the page; the counts beside it are not worth losing it
# over. A failed count is flagged rather than shown as "nothing mounted".
try:
out["mounted"] = await rulebooks_svc.mount_counts(uid)
except Exception:
logger.warning("mount counts unreadable", exc_info=True)
out["mounted"], out["mounted_failed"] = {}, True
out["usage"] = await moment_usage(uid, datetime.now(timezone.utc) - timedelta(days=days))
out["usage"]["days"] = days
return jsonify(out)
@retrieval_bp.route("/reply-shapes", methods=["GET"])
@login_required
async def reply_shapes_route():
"""The default reply shapes and the moment each rides.
`list_reply_shapes`' payload from the same service, so the Settings view
and the session cannot show different defaults — plus what only the
operator's view needs: per shape, the preferences mounted on its
moment and its deliveries over `days` (default 30, 1–90).
"""
try:
days = min(90, max(1, int(request.args.get("days") or shapes_svc.OVERVIEW_DAYS)))
except ValueError:
days = shapes_svc.OVERVIEW_DAYS
return jsonify(await shapes_svc.overview(get_current_user_id(), days=days))
async def _mapping_change(change):
"""map/unmap from the browser: the MCP tools' service, recorded as human.
The mapping comes as a JSON body, or — for DELETE, whose body many
clients will not send — as query parameters of the same names.
"""
data = await request.get_json(silent=True)
if data is None and request.args:
data = request.args.to_dict()
if not isinstance(data, dict):
return jsonify({"error": "Expected a JSON object"}), 400
if not data.get("tool") or not data.get("moment"):
return jsonify({"error": "tool and moment are required"}), 400
try:
result = await change(
get_current_user_id(), str(data["tool"]), str(data.get("match") or ""),
str(data["moment"]), reason=str(data.get("reason") or ""), actor="human",
)
except ValueError as e:
# Unknown moment, a match the tool cannot take, nothing to remove —
# the service says what would work, so pass it through.
return jsonify({"error": str(e)}), 400
return jsonify(result)
@retrieval_bp.route("/moments/mappings", methods=["POST"])
@login_required
async def map_action_route():
return await _mapping_change(moment_actions_svc.map_action)
@retrieval_bp.route("/moments/mappings", methods=["DELETE"])
@login_required
async def unmap_action_route():
return await _mapping_change(moment_actions_svc.unmap_action)
@retrieval_bp.route("/moments/proposals", methods=["GET"])
@login_required
async def moment_proposals_route():
"""The moment proposals waiting on a judgment —
`rule_moment_proposals`' payload, from the same service. `?rule_id=`
narrows to one rule, for the rule editor."""
try:
rule_id = int(request.args.get("rule_id") or 0)
except ValueError:
return jsonify({"error": "rule_id must be a whole number"}), 400
return jsonify(await judgments_svc.pending(get_current_user_id(), rule_id=rule_id or None))
@retrieval_bp.route("/moments/proposals/judge", methods=["POST"])
@login_required
async def judge_moment_proposals_route():
"""Confirm or reject proposals: `{"judgments": [{rule_id, moment, verdict,
note}]}` — `judge_rule_moments` from the browser. A confirm mounts."""
data = await request.get_json(silent=True)
if not isinstance(data, dict) or not isinstance(data.get("judgments"), list):
return jsonify({"error": "Expected {\"judgments\": [...]}"}), 400
return jsonify(await judgments_svc.judge(get_current_user_id(), data["judgments"]))
src/grimoire/routes/rulebooks.py
+503
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"""Rulebook / topic REST endpoints.
Wraps services/rulebooks.py. Standard Grimoire auth: get_current_user_id() is the
authenticated owner; the service enforces ownership scoping.
"""
from __future__ import annotations
from quart import Blueprint, jsonify, request
from grimoire.auth import get_current_user_id, login_required
import grimoire.services.moments as moments_svc
import grimoire.services.rulebooks as rulebooks_svc
from grimoire.services.trash import delete as trash_delete
from grimoire.services.rule_usage import (
empty_rule_usage, record_rule_pulled, usage_for_rules,
)
rulebooks_bp = Blueprint("rulebooks", __name__, url_prefix="/api")
def _moments_or_refusal(data: dict):
"""The request's `moments`, validated BEFORE any write — so an unknown
name is a 400 and not a rule created without the mounts it asked for.
Absent means "leave them alone" (None), as on the MCP door."""
try:
return moments_svc.require_moments(data.get("moments")), None
except ValueError as exc:
return None, (jsonify({"error": str(exc)}), 400)
# ── Rulebooks ───────────────────────────────────────────────────────────
@rulebooks_bp.get("/rulebooks")
@login_required
async def list_rulebooks():
rows = await rulebooks_svc.list_rulebooks(get_current_user_id())
return jsonify({"rulebooks": [rb.to_dict() for rb in rows]})
@rulebooks_bp.post("/rulebooks")
@login_required
async def create_rulebook():
data = await request.get_json() or {}
title = (data.get("title") or "").strip()
if not title:
return jsonify({"error": "title is required"}), 400
rb = await rulebooks_svc.create_rulebook(
user_id=get_current_user_id(),
title=title,
description=data.get("description", ""),
)
return jsonify(rb.to_dict()), 201
@rulebooks_bp.get("/rulebooks/<int:rulebook_id>")
@login_required
async def get_rulebook(rulebook_id: int):
rb = await rulebooks_svc.get_rulebook(rulebook_id, get_current_user_id())
if rb is None:
return jsonify({"error": "rulebook not found"}), 404
return jsonify(rb.to_dict())
@rulebooks_bp.patch("/rulebooks/<int:rulebook_id>")
@login_required
async def update_rulebook(rulebook_id: int):
data = await request.get_json() or {}
fields = {k: v for k, v in data.items() if k in ("title", "description")}
rb = await rulebooks_svc.update_rulebook(rulebook_id, get_current_user_id(), **fields)
if rb is None:
return jsonify({"error": "rulebook not found"}), 404
return jsonify(rb.to_dict())
@rulebooks_bp.delete("/rulebooks/<int:rulebook_id>")
@login_required
async def delete_rulebook(rulebook_id: int):
await trash_delete(get_current_user_id(), "rulebook", rulebook_id)
return "", 204
# ── Topics ──────────────────────────────────────────────────────────────
@rulebooks_bp.get("/rulebooks/<int:rulebook_id>/topics")
@login_required
async def list_topics(rulebook_id: int):
try:
rows = await rulebooks_svc.list_topics(rulebook_id, get_current_user_id())
except ValueError as exc:
return jsonify({"error": str(exc)}), 404
return jsonify({"topics": [t.to_dict() for t in rows]})
@rulebooks_bp.post("/rulebooks/<int:rulebook_id>/topics")
@login_required
async def create_topic(rulebook_id: int):
data = await request.get_json() or {}
title = (data.get("title") or "").strip()
if not title:
return jsonify({"error": "title is required"}), 400
try:
topic = await rulebooks_svc.create_topic(
rulebook_id=rulebook_id,
user_id=get_current_user_id(),
title=title,
description=data.get("description", ""),
order_index=data.get("order_index", 0),
)
except ValueError as exc:
return jsonify({"error": str(exc)}), 404
return jsonify(topic.to_dict()), 201
@rulebooks_bp.patch("/rulebook-topics/<int:topic_id>")
@login_required
async def update_topic(topic_id: int):
data = await request.get_json() or {}
fields = {
k: v for k, v in data.items()
if k in ("title", "description", "order_index")
}
topic = await rulebooks_svc.update_topic(topic_id, get_current_user_id(), **fields)
if topic is None:
return jsonify({"error": "topic not found"}), 404
return jsonify(topic.to_dict())
@rulebooks_bp.delete("/rulebook-topics/<int:topic_id>")
@login_required
async def delete_topic(topic_id: int):
if await trash_delete(get_current_user_id(), "topic", topic_id) is None:
return jsonify({"error": "topic not found"}), 404
return "", 204
# ── Rules ───────────────────────────────────────────────────────────────
@rulebooks_bp.get("/rules")
@login_required
async def list_rules():
def _opt_int(name):
raw = request.args.get(name)
return int(raw) if raw else None
try:
rulebook_id = _opt_int("rulebook_id")
topic_id = _opt_int("topic_id")
project_id = _opt_int("project_id")
except ValueError:
return jsonify({"error": "rulebook_id, topic_id, project_id must be integers"}), 400
uid = get_current_user_id()
rows = await rulebooks_svc.list_rules(
user_id=uid,
rulebook_id=rulebook_id,
topic_id=topic_id,
project_id=project_id,
)
items = [r.to_dict() for r in rows]
# One aggregate for the whole page — a per-row lookup here would be N+1 by
# construction, the same reason the snippet list does it this way. Every
# row gets the key, zero-filled, so the UI renders "never surfaced" rather
# than having to treat a missing field as a state. That matters more here
# than for snippets: every rule on every install predates this table, so
# for a while the zero-filled shape IS the common case.
usage = await usage_for_rules([int(it["id"]) for it in items])
# Zero-filled like `usage`, for the same reason: the UI renders "mounted
# nowhere" from an empty list rather than treating a missing key as a state.
mounted = await rulebooks_svc.list_rule_moments([int(it["id"]) for it in items])
for it in items:
it["usage"] = usage.get(int(it["id"]), empty_rule_usage())
it["moments"] = mounted.get(int(it["id"]), [])
return jsonify({"rules": items})
@rulebooks_bp.post("/rulebook-topics/<int:topic_id>/rules")
@login_required
async def create_rule(topic_id: int):
data = await request.get_json() or {}
title = (data.get("title") or "").strip()
statement = (data.get("statement") or "").strip()
if not title or not statement:
return jsonify({"error": "title and statement are required"}), 400
moments, refused = _moments_or_refusal(data)
if refused:
return refused
try:
rule = await rulebooks_svc.create_rule(
topic_id=topic_id,
user_id=get_current_user_id(),
title=title,
statement=statement,
why=data.get("why", ""),
how_to_apply=data.get("how_to_apply", ""),
order_index=data.get("order_index", 0),
when_to_apply=data.get("when_to_apply", ""),
# The human door carries `kind` too, and without the MCP door's
# required provenance: an operator editing their own preference
# owes nobody an explanation. That requirement is about auditing
# what the AGENT changed, not what they did themselves.
kind=data.get("kind", "rule"),
arose_from_id=data.get("arose_from_id", 0) or 0,
verify_with=data.get("verify_with", ""),
expires_when=data.get("expires_when", ""),
)
except ValueError as exc:
return jsonify({"error": str(exc)}), 404
return jsonify(await rulebooks_svc.rule_detail(
get_current_user_id(), rule, data.get("system_ids"), moments,
)), 201
@rulebooks_bp.get("/rules/<int:rule_id>")
@login_required
async def get_rule(rule_id: int):
uid = get_current_user_id()
rule = await rulebooks_svc.get_rule(rule_id, uid)
if rule is None:
return jsonify({"error": "rule not found"}), 404
# `rest_` rather than `mcp_`, and the prefix is load-bearing: "is this rule
# dead weight?" is served by any pull, but "did that injected hint land?"
# — the question this arm exists to answer — is served by AGENT pulls only.
# A person clicking through the rule list says nothing about the hint.
record_rule_pulled(user_id=uid, rule_id=int(rule.id), source="rest_rule")
return jsonify(await rulebooks_svc.rule_detail(uid, rule))
@rulebooks_bp.patch("/rules/<int:rule_id>")
@login_required
async def update_rule(rule_id: int):
data = await request.get_json() or {}
uid = get_current_user_id()
fields = {
k: v for k, v in data.items()
if k in ("title", "statement", "why", "how_to_apply", "order_index",
"when_to_apply", "kind", "arose_from_id",
"verify_with", "expires_when")
}
# No clear_fields here: a form sends "" for an emptied input, and the
# service normalises "" to NULL for every nullable text column. The MCP
# door needs the explicit list only because "" already means "unchanged"
# there — two idioms, one outcome.
moments, refused = _moments_or_refusal(data)
if refused:
return refused
rule = await rulebooks_svc.update_rule(rule_id, uid, **fields)
if rule is None:
return jsonify({"error": "rule not found"}), 404
return jsonify(await rulebooks_svc.rule_detail(
uid, rule, data.get("system_ids"), moments,
))
@rulebooks_bp.get("/rules/<int:rule_id>/versions")
@login_required
async def list_rule_versions(rule_id: int):
"""A rule's edit history, newest first.
Listing form only — a rule's `statement` and `why` run to thousands of
characters, so a history list carrying every field would be unreadable
and expensive to send. Open one for the text.
"""
uid = get_current_user_id()
versions = await rulebooks_svc.list_rule_versions(rule_id, uid)
if versions is None:
return jsonify({"error": "rule not found"}), 404
return jsonify({
"versions": [v.to_dict(include_text=False) for v in versions],
})
@rulebooks_bp.get("/rules/<int:rule_id>/versions/<int:version_id>")
@login_required
async def get_rule_version(rule_id: int, version_id: int):
"""One snapshot in full — what the rule said before that edit."""
uid = get_current_user_id()
version = await rulebooks_svc.get_rule_version(rule_id, version_id, uid)
if version is None:
return jsonify({"error": "version not found"}), 404
return jsonify(version.to_dict(include_text=True))
# NO restore route FOR A RULE, deliberately. A note version
# can be restored; a binding instruction should not be revertible in one
# click. Putting a rewrite back goes through update_rule, which takes its own
# snapshot and leaves the undo in the history like any other edit — a silent
# revert would erase the only record of why the rewrite happened.
#
# A PREFERENCE IS THE EXCEPTION, and the route below refuses anything else.
# The reasoning above turns on the rewrite being the operator's own decision.
# A preference's rewrite is not: the agent makes it mid-work without asking,
# which is what the kind is for. Reverting one is a veto over someone else's
# edit rather than an undo of your own, and making that veto expensive leaves
# drift supervised in name only. The safeguard survives intact, because the restore goes through
# update_rule too: the rewrite stays in the history with the revert recorded
# after it, so the history gains an entry rather than losing one.
@rulebooks_bp.get("/rules/drift")
@login_required
async def preference_drift():
"""Preferences that have been rewritten, most recently changed first.
One row per preference carrying its latest rewrite, what it said before,
and the record that taught the change. `?limit=` caps the list.
"""
uid = get_current_user_id()
try:
limit = int(request.args.get("limit", 20))
except (TypeError, ValueError):
limit = 20
rows = await rulebooks_svc.recent_preference_drift(uid, limit=limit)
return jsonify({"drift": rows})
@rulebooks_bp.post("/rules/<int:rule_id>/versions/<int:version_id>/restore")
@login_required
async def restore_rule_version(rule_id: int, version_id: int):
"""Put a preference back to what that version said. Preferences only.
409 rather than 400 on a rule: the request is well-formed and the caller
is not wrong to have asked — this rule is simply in a state where the
action does not apply, and the message says which state and why.
"""
uid = get_current_user_id()
try:
rule = await rulebooks_svc.restore_rule_version(rule_id, version_id, uid)
except ValueError as exc:
return jsonify({"error": str(exc)}), 409
if rule is None:
return jsonify({"error": "rule or version not found"}), 404
return jsonify(await rulebooks_svc.rule_detail(uid, rule))
@rulebooks_bp.post("/rules/<int:rule_id>/relations")
@login_required
async def relate_rules(rule_id: int):
"""Draw a typed edge FROM this rule to another.
Body: {"to_rule_id": N, "kind": "co_surfaces"|"overrides"|"elaborates",
"note": "..."}. Idempotent — re-drawing an edge returns the existing one.
"""
data = await request.get_json() or {}
to_rule_id = data.get("to_rule_id")
if not isinstance(to_rule_id, int):
return jsonify({"error": "to_rule_id is required"}), 400
try:
relation = await rulebooks_svc.add_rule_relation(
get_current_user_id(), rule_id, to_rule_id,
data.get("kind", ""), data.get("note", ""),
)
except ValueError as exc:
return jsonify({"error": str(exc)}), 400
if relation is None:
return jsonify({"error": "rule not found"}), 404
return jsonify(relation.to_dict()), 201
@rulebooks_bp.delete("/rule-relations/<int:relation_id>")
@login_required
async def unrelate_rules(relation_id: int):
if not await rulebooks_svc.remove_rule_relation(get_current_user_id(), relation_id):
return jsonify({"error": "relation not found"}), 404
return "", 204
@rulebooks_bp.post("/rules/<int:rule_id>/move")
@login_required
async def move_rule(rule_id: int):
"""Give a rule a new home: {topic_id} makes it global, {project_id} makes
it that project's. The MCP twin is move_rule, under the same names."""
data = await request.get_json() or {}
uid = get_current_user_id()
try:
rule = await rulebooks_svc.move_rule(
rule_id, uid,
topic_id=int(data.get("topic_id") or 0),
project_id=int(data.get("project_id") or 0),
)
except (TypeError, ValueError) as exc:
msg = str(exc)
return jsonify({"error": msg}), 404 if "not found" in msg else 400
if rule is None:
return jsonify({"error": "rule not found"}), 404
return jsonify(await rulebooks_svc.rule_detail(uid, rule))
@rulebooks_bp.delete("/rules/<int:rule_id>")
@login_required
async def delete_rule(rule_id: int):
if await trash_delete(get_current_user_id(), "rule", rule_id) is None:
return jsonify({"error": "rule not found"}), 404
return "", 204
# ── A project's rule listing ───────────────────────────────────────────
@rulebooks_bp.get("/projects/<int:project_id>/rules")
@login_required
async def get_project_rules(project_id: int):
result = await rulebooks_svc.get_applicable_rules(
project_id=project_id, user_id=get_current_user_id(),
)
return jsonify(result)
@rulebooks_bp.post("/projects/<int:project_id>/rules")
@login_required
async def create_project_rule(project_id: int):
"""Create a rule scoped to a single project. Frontend fast path."""
data = await request.get_json() or {}
statement = (data.get("statement") or "").strip()
if not statement:
return jsonify({"error": "statement is required"}), 400
# Checked here as well as in the service, only for the STATUS CODE: the
# service raises ValueError, which this route maps to 404 for "project not
# found", and a missing trigger is a 400. The service stays the guard —
# this is the door telling the truth about whose mistake it was.
if not (data.get("when_to_apply") or "").strip():
return jsonify({
"error": "when_to_apply is required: a rule with no trigger never "
"surfaces at the moment it applies."
}), 400
title = (data.get("title") or "").strip() or statement.split(".")[0][:50]
moments, refused = _moments_or_refusal(data)
if refused:
return refused
try:
rule = await rulebooks_svc.create_project_rule(
project_id=project_id,
user_id=get_current_user_id(),
title=title,
statement=statement,
why=data.get("why", ""),
how_to_apply=data.get("how_to_apply", ""),
order_index=data.get("order_index", 0),
when_to_apply=data.get("when_to_apply", ""),
# The human door carries `kind` too, and without the MCP door's
# required provenance: an operator editing their own preference
# owes nobody an explanation. That requirement is about auditing
# what the AGENT changed, not what they did themselves.
kind=data.get("kind", "rule"),
arose_from_id=data.get("arose_from_id", 0) or 0,
verify_with=data.get("verify_with", ""),
expires_when=data.get("expires_when", ""),
)
except ValueError as exc:
return jsonify({"error": str(exc)}), 404
return jsonify(await rulebooks_svc.rule_detail(
get_current_user_id(), rule, data.get("system_ids"), moments,
)), 201
# ── The staleness sweep ────────────────────────────────────────────────
@rulebooks_bp.get("/rules-due-for-verification")
@login_required
async def rules_due_for_verification():
"""Rules that carry a check, oldest verification first, never-checked top.
Query params: older_than_days, never_only. A rule with no
`verify_with` never appears — it is a decision, not a fact.
"""
uid = get_current_user_id()
args = request.args
try:
older = int(args.get("older_than_days", 0) or 0)
except ValueError:
return jsonify({"error": "older_than_days must be an integer"}), 400
try:
rules = await rulebooks_svc.rules_due_for_verification(
uid,
older_than_days=older,
never_only=args.get("never_only", "").lower() in ("1", "true", "yes"),
)
except ValueError as exc:
# An unrecognised tier is a 400, not a silently narrowed result set:
# a filter that quietly answers a different question is the failure
# this whole surface exists to catch.
return jsonify({"error": str(exc)}), 400
return jsonify({
"rules": [rulebooks_svc.verification_row(r) for r in rules],
"total": len(rules),
})
@rulebooks_bp.post("/rules/<int:rule_id>/verify")
@login_required
async def mark_rule_verified(rule_id: int):
"""Record that the rule's check was run. Body: {"still_true": bool}.
`still_true: false` writes nothing — a rule whose check failed is wrong,
not in a recordable state — so it stays at the top of the sweep.
"""
data = await request.get_json() or {}
uid = get_current_user_id()
still_true = data.get("still_true", True)
rule = await rulebooks_svc.mark_rule_verified(rule_id, uid, bool(still_true))
if rule is None:
return jsonify({"error": "rule not found, or carries no verify_with"}), 404
payload = await rulebooks_svc.rule_detail(uid, rule)
payload["verified"] = bool(still_true)
return jsonify(payload)
src/grimoire/routes/search.py
+84
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import time
from quart import Blueprint, jsonify, request
from grimoire.auth import login_required, get_current_user_id
from grimoire.services.access import owner_names_for
from grimoire.services.embeddings import (
INTERACTIVE_SEARCH_THRESHOLD as _REST_SEARCH_THRESHOLD,
)
from grimoire.services.embeddings import semantic_search_notes
from grimoire.services.knowledge import content_type_filters
from grimoire.services.retrieval_telemetry import record_retrieval
# The interactive floor lives in embeddings.py, shared with Browse search and
# the list views' semantic `q` — one number, one rationale.
search_bp = Blueprint("search", __name__, url_prefix="/api/search")
@search_bp.route("", methods=["GET"])
@login_required
async def search_route():
uid = get_current_user_id()
q = (request.args.get("q") or "").strip()
if not q:
return jsonify({"error": "q is required"}), 400
limit = min(request.args.get("limit", 10, type=int), 50)
# Every kind the facet table declares, derived rather than mapped here, so
# no kind can fall through to "no filter" and silently return the whole
# corpus. An unknown kind is a 400 naming the ones that exist: a
# result set is an answer, and it should not be able to answer a question
# nobody asked.
try:
filters = content_type_filters(request.args.get("content_type", "all"))
except ValueError as exc:
return jsonify({"error": str(exc)}), 400
is_task = filters.get("is_task")
# Same association filters the MCP tool takes. Optional, default global:
# the web UI searches through /api/knowledge, so this route serves API
# callers,
# and an API caller states its scope explicitly.
system_id = request.args.get("system_id", type=int)
project_id = request.args.get("project_id", type=int)
t0 = time.perf_counter()
report: dict = {}
results = await semantic_search_notes(
uid, q, limit=limit, **filters, threshold=_REST_SEARCH_THRESHOLD,
project_id=project_id, system_id=system_id,
# The user typed this, so it reaches everything they may read.
scope="read",
report=report,
)
record_retrieval(
user_id=uid, source="rest_search", query=q,
threshold=_REST_SEARCH_THRESHOLD, limit=limit,
project_id=project_id, is_task=is_task, results=results,
duration_ms=(time.perf_counter() - t0) * 1000.0,
best_available=report.get("best_available_score"),
best_available_id=report.get("best_available_id"),
searched=bool(report.get("searched", True)),
)
owners = await owner_names_for(
{int(note.user_id) for _s, note in results if note.user_id != uid}
)
return jsonify({
"results": [
{
"id": note.id,
"title": note.title,
"body": note.body or "",
"is_task": note.is_task,
"tags": note.tags or [],
"similarity": score,
**(
{"shared": True, "owner": owners.get(int(note.user_id))}
if note.user_id != uid else {}
),
}
for score, note in results # semantic_search_notes returns list[tuple[float, Note]]
],
"total": len(results),
})
src/grimoire/routes/settings.py
+220
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"""User settings + integrations (SearXNG status)."""
import logging
from quart import Blueprint, jsonify, request
from grimoire.auth import login_required, get_current_user_id
from grimoire.config import Config
from grimoire.services.retrieval_surfaces import dial_for_key, get_surface
from grimoire.services.retrieval_tuning import set_dial
from grimoire.services.settings import (
SECRET_MASK, delete_setting, get_all_settings, get_setting, set_settings_batch,
)
logger = logging.getLogger(__name__)
settings_bp = Blueprint("settings", __name__, url_prefix="/api/settings")
# Keys whose values are credentials. The admin endpoints that own them mask on
# read and skip the mask on write; this generic KV surface has to apply the
# same treatment, or it silently un-masks what those endpoints masked — the
# rows live on the admin's own user_id, so the plain GET returned them raw.
# (No forge_token here: forge credentials are keyring rows, since migration 0078.)
_SECRET_KEYS = frozenset({"smtp_password", "forge_webhook_secret"})
# What the tuning history records for a dial changed through this form. The MCP
# tool refuses a blank reason; the operator is not asked for one, because the
# requirement exists to make the MODEL read the records before moving a number
# on someone else's behalf — and the operator is that someone. See
# routes/retrieval.py, which states the asymmetry in full.
_SETTINGS_FORM_REASON = "Changed in Settings by the operator."
def _masked(settings: dict) -> dict:
return {
k: (SECRET_MASK if k in _SECRET_KEYS and v else v)
for k, v in settings.items()
}
@settings_bp.route("", methods=["GET"])
@login_required
async def get_settings_route():
uid = get_current_user_id()
settings = await get_all_settings(uid)
return jsonify(_masked(settings))
@settings_bp.route("", methods=["PUT"])
@login_required
async def update_settings_route():
uid = get_current_user_id()
data = await request.get_json()
if not isinstance(data, dict):
return jsonify({"error": "Expected a JSON object"}), 400
to_save = {}
for k, v in data.items():
str_v = str(v)
# A retrieval dial is never written as a plain settings row, wherever
# the request came from. The value would land correctly and the tuning
# history would say nothing happened — and since those dials are moved
# by the model on the operator's behalf, a history with holes in it is
# worse than none: it reads as complete.
#
# Routed rather than refused on purpose. Refusing would work only for
# callers that had been updated; this way every caller that ever writes
# one of these keys — this form, a script, an old client — leaves the
# trail, and there is no version of "forgot to use the other endpoint".
dial = dial_for_key(k)
if dial:
surface, which = dial
s = get_surface(surface)
# A CLEARED control means "back to the shipped starting point", and
# that is a change like any other — it is the operator reverting
# something, which is the single most important move this history
# can record. So it is written as an explicit set to the default
# rather than deleted, which would leave the same value behind and
# no record of anyone having chosen it.
default = s.floor_default if which == "floor" else s.budget_default
try:
await set_dial(uid, surface, which, float(str_v or default),
reason=_SETTINGS_FORM_REASON, actor="human")
except (TypeError, ValueError) as e:
return jsonify({"error": f"{k}: {e}"}), 400
continue
# A masked secret round-tripping through a client is "unchanged", not
# a request to store the mask over the real credential.
if k in _SECRET_KEYS and str_v == SECRET_MASK:
continue
if not str_v:
await delete_setting(uid, k)
else:
to_save[k] = str_v
if to_save:
await set_settings_batch(uid, to_save)
settings = await get_all_settings(uid)
return jsonify(_masked(settings))
@settings_bp.route("/search", methods=["GET"])
@login_required
async def test_search():
"""Report SearXNG configuration status (used by the Integrations tab)."""
if not Config.searxng_enabled():
return jsonify({"configured": False, "results": [], "searxng_url": ""})
return jsonify({"configured": True, "results": [], "searxng_url": Config.SEARXNG_URL})
# --- forge connections ---------------------------------------------------------
# The user's keyring: read-only forge credentials, one per host, resolved by
# repo host for every server-side forge read on the user's projects. Strictly
# own-rows — a connection is a credential, and there is no admin view of
# another user's keyring. Tokens never leave the server: the model's to_dict
# omits them, and the routes never echo the submitted value back.
@settings_bp.route("/forge-connections", methods=["GET"])
@login_required
async def list_forge_connections_route():
from grimoire.services.forge import FORGE_KINDS
from grimoire.services.forge_connections import connection_token, list_connections
uid = get_current_user_id()
rows = await list_connections(uid)
# Never the token: only whether this instance can still open it, so the
# page can ask for it again after a SECRET_KEY change.
return jsonify({
"connections": [
{**r.to_dict(), "token_readable": connection_token(r) is not None}
for r in rows
],
"kinds": list(FORGE_KINDS),
})
@settings_bp.route("/forge-connections", methods=["POST"])
@login_required
async def create_forge_connection_route():
from grimoire.services.forge_connections import create_connection
uid = get_current_user_id()
data = await request.get_json() or {}
try:
row = await create_connection(
uid,
kind=str(data.get("kind", "")),
base_url=str(data.get("base_url", "")),
token=str(data.get("token", "")),
)
except ValueError as exc:
return jsonify({"error": str(exc)}), 400
return jsonify(row.to_dict()), 201
@settings_bp.route("/forge-connections/<int:connection_id>", methods=["PUT"])
@login_required
async def update_forge_connection_route(connection_id: int):
from grimoire.services.forge_connections import update_connection
uid = get_current_user_id()
data = await request.get_json() or {}
token = str(data.get("token", ""))
# The mask coming back means "unchanged" — the form round-trips what the
# list showed, and storing the mask would silently break the connection.
if token == SECRET_MASK:
token = ""
try:
row = await update_connection(
uid, connection_id,
kind=str(data.get("kind", "")),
base_url=str(data.get("base_url", "")),
token=token,
)
except ValueError as exc:
return jsonify({"error": str(exc)}), 400
if row is None:
return jsonify({"error": "Connection not found"}), 404
return jsonify(row.to_dict())
@settings_bp.route("/forge-connections/<int:connection_id>", methods=["DELETE"])
@login_required
async def delete_forge_connection_route(connection_id: int):
from grimoire.services.forge_connections import delete_connection
uid = get_current_user_id()
if not await delete_connection(uid, connection_id):
return jsonify({"error": "Connection not found"}), 404
return "", 204
@settings_bp.route("/forge-connections/<int:connection_id>/test", methods=["POST"])
@login_required
async def test_forge_connection_route(connection_id: int):
"""Probe the SAVED connection: reachability and token acceptance in one
press, so a misconfiguration is visible now rather than as silent
fallbacks later, per keyring row."""
from grimoire.services.forge import ForgeError, build_adapter
from grimoire.services.forge_connections import connection_token, get_connection
uid = get_current_user_id()
row = await get_connection(uid, connection_id)
if row is None:
return jsonify({"error": "Connection not found"}), 404
token = connection_token(row)
if token is None:
return jsonify({
"error": "This instance can't read the saved token: SECRET_KEY has changed "
"since it was saved. Enter the token again."
}), 400
adapter = build_adapter(row.kind, row.base_url, token)
if adapter is None:
return jsonify({"error": "Connection is not usable — check kind and base URL"}), 400
try:
return jsonify(await adapter.check())
except ForgeError as exc:
return jsonify({"error": str(exc)}), 502
src/grimoire/routes/shares.py
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import asyncio
from quart import Blueprint, jsonify, request
from grimoire.auth import get_current_user_id, login_required
from grimoire.services import sharing as share_svc
from grimoire.services.access import can_admin_project, can_write_note
from grimoire.services.notifications import notify_note_shared, notify_project_shared
from grimoire.services.sharing import list_shared_with_me
shares_bp = Blueprint("shares", __name__)
# ---------------------------------------------------------------------------
# Project shares
# ---------------------------------------------------------------------------
@shares_bp.route("/api/projects/<int:project_id>/shares", methods=["GET"])
@login_required
async def list_project_shares(project_id: int):
uid = get_current_user_id()
if not await can_admin_project(uid, project_id):
return jsonify({"error": "Forbidden"}), 403
return jsonify({"shares": await share_svc.list_project_shares(project_id)})
@shares_bp.route("/api/projects/<int:project_id>/shares", methods=["POST"])
@login_required
async def create_project_share(project_id: int):
uid = get_current_user_id()
data = await request.get_json()
share = await share_svc.share_project(
uid, project_id,
target_user_id=data.get("user_id"),
target_group_id=data.get("group_id"),
permission=data.get("permission", "viewer"),
)
if not share:
return jsonify({"error": "Forbidden or invalid permission"}), 403
asyncio.create_task(notify_project_shared(
project_id, share.permission, uid,
data.get("user_id"), data.get("group_id"),
))
return jsonify(share.to_dict()), 201
@shares_bp.route("/api/projects/<int:project_id>/shares/<int:share_id>", methods=["PATCH"])
@login_required
async def update_project_share(project_id: int, share_id: int):
uid = get_current_user_id()
data = await request.get_json()
share = await share_svc.update_project_share(uid, share_id, data.get("permission", ""))
if not share:
return jsonify({"error": "Not found or forbidden"}), 404
return jsonify(share.to_dict())
@shares_bp.route("/api/projects/<int:project_id>/shares/<int:share_id>", methods=["DELETE"])
@login_required
async def remove_project_share(project_id: int, share_id: int):
uid = get_current_user_id()
if not await share_svc.remove_project_share(uid, share_id):
return jsonify({"error": "Not found or forbidden"}), 404
return jsonify({"status": "ok"})
# ---------------------------------------------------------------------------
# Note / task shares
# ---------------------------------------------------------------------------
@shares_bp.route("/api/notes/<int:note_id>/shares", methods=["GET"])
@login_required
async def list_note_shares(note_id: int):
uid = get_current_user_id()
if not await can_write_note(uid, note_id):
return jsonify({"error": "Forbidden"}), 403
return jsonify({"shares": await share_svc.list_note_shares(note_id)})
@shares_bp.route("/api/notes/<int:note_id>/shares", methods=["POST"])
@login_required
async def create_note_share(note_id: int):
uid = get_current_user_id()
data = await request.get_json()
share = await share_svc.share_note(
uid, note_id,
target_user_id=data.get("user_id"),
target_group_id=data.get("group_id"),
permission=data.get("permission", "viewer"),
)
if not share:
return jsonify({"error": "Forbidden or invalid permission"}), 403
asyncio.create_task(notify_note_shared(
note_id, share.permission, uid,
data.get("user_id"), data.get("group_id"),
))
return jsonify(share.to_dict()), 201
@shares_bp.route("/api/notes/<int:note_id>/shares/<int:share_id>", methods=["PATCH"])
@login_required
async def update_note_share(note_id: int, share_id: int):
uid = get_current_user_id()
data = await request.get_json()
share = await share_svc.update_note_share(uid, share_id, data.get("permission", ""))
if not share:
return jsonify({"error": "Not found or forbidden"}), 404
return jsonify(share.to_dict())
@shares_bp.route("/api/notes/<int:note_id>/shares/<int:share_id>", methods=["DELETE"])
@login_required
async def remove_note_share(note_id: int, share_id: int):
uid = get_current_user_id()
if not await share_svc.remove_note_share(uid, share_id):
return jsonify({"error": "Not found or forbidden"}), 404
return jsonify({"status": "ok"})
# ---------------------------------------------------------------------------
# Shared-with-me
# ---------------------------------------------------------------------------
@shares_bp.route("/api/shared-with-me", methods=["GET"])
@login_required
async def shared_with_me():
uid = get_current_user_id()
return jsonify(await list_shared_with_me(uid))
src/grimoire/routes/snippets.py
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"""REST routes for snippets — reusable functions/components recorded for recall.
A snippet is a note with note_type='snippet' (see services/snippets.py). These
routes feed the web management UI; the MCP tools (mcp/tools/snippets.py) are the
agent-facing surface. Both go through services/snippets.py, so the
serialize/parse contract and embedding-on-create live in one place (DRY).
ACL: reads/writes of a single snippet resolve through the share-aware
`get_note_for_user` + `can_write_note`, and writes are performed as the OWNER so
a shared editor isn't rejected by the owner-scoped service — mirroring
routes/notes.py. The list is owner-scoped, matching the note-browse surface.
"""
import logging
from quart import Blueprint, jsonify, request
from grimoire.auth import get_current_user_id, login_required
from grimoire.routes.utils import not_found, parse_pagination
from grimoire.services import dedup as dedup_svc
from grimoire.services import snippets as snippets_svc
from grimoire.services import systems as systems_svc
from grimoire.services.note_usage import attach_usage, record_pulled
from grimoire.services.access import (
can_write_note,
describe_provenance,
label_shared_items,
)
from grimoire.services.notes import get_note_for_user
logger = logging.getLogger(__name__)
snippets_bp = Blueprint("snippets", __name__, url_prefix="/api/snippets")
# Fields the create/update payload may carry, mapped straight to the service.
_STR_FIELDS = (
"name", "code", "language", "signature", "when_to_use", "repo", "path", "symbol",
"notes",
)
async def _load_snippet(uid: int, snippet_id: int):
"""Share-aware resolve of a snippet by id → (note, permission) or None if it
isn't accessible or isn't a snippet."""
result = await get_note_for_user(uid, snippet_id)
if result is None:
return None
note, permission = result
if note.note_type != snippets_svc.SNIPPET_NOTE_TYPE:
return None
return note, permission
@snippets_bp.route("", methods=["GET"])
@login_required
async def list_snippets_route():
uid = get_current_user_id()
q = request.args.get("q") or None
tag = request.args.get("tag", "")
try:
project_id = int(request.args.get("project_id", 0) or 0) or None
except (TypeError, ValueError):
project_id = None
# Reverse lookup — "what already lives here?" Empty args are ignored, so the
# plain list is unchanged.
repo = request.args.get("repo", "")
path = request.args.get("path", "")
symbol = request.args.get("symbol", "")
# Drift check. "attention" is what the UI's filter chip sends.
verification = request.args.get("verification", "")
limit, offset = parse_pagination()
items, total = await snippets_svc.list_snippets(
uid, q=q, tag=tag, limit=limit, offset=offset, project_id=project_id,
repo=repo, path=path, symbol=symbol, verification=verification,
)
# Mark rows owned by someone else so the UI can show whose they are — an
# unmarked row in your own list reads as one you recorded and vetted.
items = await label_shared_items(uid, items)
# One aggregate for the whole page — a per-row lookup here would be N+1 by
# construction. Every row gets the key, zero-filled, so the UI renders
# "never pulled" rather than having to treat a missing field as a state.
await attach_usage(items)
return jsonify({"snippets": items, "total": total})
@snippets_bp.route("", methods=["POST"])
@login_required
async def create_snippet_route():
uid = get_current_user_id()
data = await request.get_json() or {}
name = (data.get("name") or "").strip()
code = (data.get("code") or "").strip()
if not name or not code:
return jsonify({"error": "name and code are required"}), 400
project_id = data.get("project_id") or None
# Same near-duplicate gate the MCP create path applies: recording the same
# reusable thing twice is what merge then has to undo, so catch it here too.
# `force` is the deliberate override once the operator has seen the warning.
if not data.get("force"):
dup = await dedup_svc.find_duplicate_note(
uid,
name.strip(),
snippets_svc.compose_body(
code=data.get("code", ""),
language=data.get("language", ""),
signature=data.get("signature", ""),
when_to_use=data.get("when_to_use", ""),
repo=data.get("repo", ""),
path=data.get("path", ""),
symbol=data.get("symbol", ""),
locations=data.get("locations"),
notes=data.get("notes", ""),
),
project_id=project_id,
is_task=False,
note_type=snippets_svc.SNIPPET_NOTE_TYPE,
# Matched on the artefact — location and code — before prose, the
# same way the MCP create path does. Both surfaces must
# apply the identical gate or the web UI becomes the way to record
# a duplicate the agent would have been stopped from writing.
code=data.get("code", ""),
locations=snippets_svc.resolve_locations(
data.get("repo", ""), data.get("path", ""), data.get("symbol", ""),
data.get("locations"),
),
data=snippets_svc.compose_data(
name=name, when_to_use=data.get("when_to_use", ""),
),
)
if dup is not None:
return jsonify(dedup_svc.duplicate_response(dup, "snippet")), 409
note = await snippets_svc.create_snippet(
uid,
name=name,
code=data.get("code", ""),
language=data.get("language", ""),
signature=data.get("signature", ""),
when_to_use=data.get("when_to_use", ""),
repo=data.get("repo", ""),
path=data.get("path", ""),
symbol=data.get("symbol", ""),
locations=data.get("locations"),
tags=data.get("tags"),
project_id=project_id,
notes=data.get("notes", ""),
)
if data.get("system_ids") is not None:
await systems_svc.set_record_systems(uid, note.id, data["system_ids"])
out = snippets_svc.snippet_to_dict(note)
out["systems"] = [
s.to_dict() for s in await systems_svc.list_record_systems(uid, note.id)
]
return jsonify(out), 201
@snippets_bp.route("/<int:snippet_id>", methods=["GET"])
@login_required
async def get_snippet_route(snippet_id: int):
uid = get_current_user_id()
loaded = await _load_snippet(uid, snippet_id)
if loaded is None:
return not_found("Snippet")
note, permission = loaded
data = snippets_svc.snippet_to_dict(note)
# Forge-checked freshness — same decoration the MCP pull gets.
await snippets_svc.attach_live_body(note, data)
data["permission"] = permission
# Read the association as the OWNER: a shared reader isn't scoped to the
# owner's project, so their own id would come back empty (mirrors the
# write-as-owner pattern this module already uses).
data["systems"] = [
s.to_dict()
for s in await systems_svc.list_record_systems(note.user_id, snippet_id)
]
data.update(await describe_provenance(uid, note))
await attach_usage([data])
# Opening the detail view IS a pull — the operator chose to look. Tagged
# apart from the MCP sources so "the agent reused it" and "a human read it"
# stay distinguishable; they mean different things for pruning.
record_pulled(user_id=uid, note_id=snippet_id, source="rest_snippet")
return jsonify(data)
@snippets_bp.route("/<int:snippet_id>", methods=["PATCH"])
@login_required
async def update_snippet_route(snippet_id: int):
uid = get_current_user_id()
loaded = await _load_snippet(uid, snippet_id)
if loaded is None:
return not_found("Snippet")
note, _ = loaded
if not await can_write_note(uid, snippet_id):
return jsonify({"error": "Permission denied"}), 403
owner_uid = note.user_id
data = await request.get_json() or {}
# Partial update: only keys present in the payload change (the service
# treats None as "leave unchanged"). Empty strings ARE applied — the form
# sends the full field set, so a cleared field is an intentional clear.
kwargs = {k: data[k] for k in _STR_FIELDS if k in data}
if "locations" in data:
kwargs["locations"] = data["locations"]
if "tags" in data:
kwargs["tags"] = data["tags"]
if "project_id" in data:
# A present-but-empty project_id is a deliberate detach, not "unchanged"
# — the service distinguishes the two via its UNSET sentinel.
kwargs["project_id"] = data["project_id"] or None
updated = await snippets_svc.update_snippet(owner_uid, snippet_id, **kwargs)
if updated is None:
return not_found("Snippet")
if data.get("system_ids") is not None:
# The CALLER, not owner_uid — see routes/lessons.py for the why.
await systems_svc.set_record_systems(uid, snippet_id, data["system_ids"])
out = snippets_svc.snippet_to_dict(updated)
out["systems"] = [
s.to_dict() for s in await systems_svc.list_record_systems(owner_uid, snippet_id)
]
return jsonify(out)
@snippets_bp.route("/<int:snippet_id>/unmerge", methods=["POST"])
@login_required
async def unmerge_snippet_route(snippet_id: int):
"""Pull one source back out of a merged survivor. Body: {"source_id": int}.
Also the repair for a half-undone merge: restoring a source from the trash by
hand leaves the survivor still claiming its call sites, and running this on an
already-restored source strips them."""
uid = get_current_user_id()
data = await request.get_json() or {}
source_id = data.get("source_id")
if not isinstance(source_id, int):
return jsonify({"error": "source_id (int) is required"}), 400
try:
result = await snippets_svc.unmerge_snippet(uid, snippet_id, source_id)
except PermissionError as exc:
return jsonify({"error": str(exc)}), 403
except snippets_svc.UnmergeError as exc:
# 409, not 400: the request is well-formed, the record's state is what
# makes it impossible — and the message says which.
return jsonify({"error": str(exc)}), 409
if result is None:
return not_found("Snippet")
survivor, restored = result
return jsonify({
"survivor": snippets_svc.snippet_to_dict(survivor),
"restored": snippets_svc.snippet_to_dict(restored) if restored else None,
})
@snippets_bp.route("/duplicates", methods=["GET"])
@login_required
async def duplicate_snippets_route():
"""Near-duplicate snippets already recorded, grouped into merge candidates.
Registered ABOVE the `/<int:snippet_id>` routes on purpose — Quart matches
an int converter before a static segment either way, but keeping the literal
path first makes the precedence obvious to the next person reading this."""
uid = get_current_user_id()
try:
threshold = float(request.args.get("threshold", 0) or 0)
except (TypeError, ValueError):
threshold = 0.0
return jsonify(await dedup_svc.find_duplicate_snippets(
uid, threshold=threshold if threshold > 0 else None
))
@snippets_bp.route("/<int:snippet_id>/verify", methods=["POST"])
@login_required
async def verify_snippet_route(snippet_id: int):
"""Record a drift-check verdict. Body: {"status": ..., "detail", "path"}.
The CHECK itself runs wherever the code is — an agent with the working tree
— because Grimoire has no checkout and shouldn't have one. This endpoint just
stores what was found. It's here for parity with the MCP tool and so the UI
can clear a stale marker after the operator fixes a record by hand."""
uid = get_current_user_id()
if await _load_snippet(uid, snippet_id) is None:
return not_found("Snippet")
# Distinguished from not-found deliberately: the service returns None for
# both, and telling a shared reader "no such snippet" about one they can
# plainly see is a confusing lie.
if not await can_write_note(uid, snippet_id):
return jsonify({"error": "Permission denied"}), 403
data = await request.get_json() or {}
status = (data.get("status") or "").strip()
if not status:
return jsonify({"error": "status is required"}), 400
try:
updated = await snippets_svc.record_verification(
uid, snippet_id,
status=status,
detail=data.get("detail") or "",
path=data.get("path") or "",
)
except ValueError as exc:
# An unknown status — reject it rather than storing a value the filter
# would then never match.
return jsonify({"error": str(exc)}), 400
if updated is None:
return not_found("Snippet")
return jsonify(snippets_svc.snippet_to_dict(updated))
@snippets_bp.route("/<int:snippet_id>/merge", methods=["POST"])
@login_required
async def merge_snippet_route(snippet_id: int):
"""Unify source snippets into this one (the canonical target). Body:
{"source_ids": [int, ...]}. Requires write on the target and every source,
and all must share the target's owner (cross-owner merge is out of scope)."""
uid = get_current_user_id()
loaded = await _load_snippet(uid, snippet_id)
if loaded is None:
return not_found("Snippet")
target, _ = loaded
if not await can_write_note(uid, snippet_id):
return jsonify({"error": "Permission denied"}), 403
data = await request.get_json() or {}
raw = data.get("source_ids") or []
source_ids = [s for s in raw if isinstance(s, int) and s != snippet_id]
if not source_ids:
return jsonify({"error": "source_ids (non-empty list of other snippet ids) is required"}), 400
owner_uid = target.user_id
for sid in source_ids:
sloaded = await _load_snippet(uid, sid)
if sloaded is None:
return not_found(f"Snippet {sid}")
snote, _ = sloaded
if snote.user_id != owner_uid:
return jsonify({"error": "can only merge snippets with the same owner"}), 400
if not await can_write_note(uid, sid):
return jsonify({"error": f"Permission denied for snippet {sid}"}), 403
result = await snippets_svc.merge_snippets(owner_uid, snippet_id, source_ids)
if result is None:
return not_found("Snippet")
note, merged_ids = result
out = snippets_svc.snippet_to_dict(note)
out["merged_ids"] = merged_ids
return jsonify(out)
@snippets_bp.route("/<int:snippet_id>", methods=["DELETE"])
@login_required
async def delete_snippet_route(snippet_id: int):
uid = get_current_user_id()
loaded = await _load_snippet(uid, snippet_id)
if loaded is None:
return not_found("Snippet")
note, _ = loaded
if not await can_write_note(uid, snippet_id):
return jsonify({"error": "Permission denied"}), 403
if not await snippets_svc.delete_snippet(note.user_id, snippet_id):
return not_found("Snippet")
return "", 204
src/grimoire/routes/systems.py
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"""System routes nested under /api/projects/<project_id>/systems, plus the
project's open-issues list. A System is a per-project, reusable subsystem/area
that records (notes/tasks/issues) associate with."""
import logging
from quart import Blueprint, jsonify, request
from grimoire.auth import login_required, get_current_user_id
from grimoire.routes.utils import not_found
from grimoire.services import systems as systems_svc
from grimoire.services.access import can_write_project
from grimoire.services.projects import get_project_for_user
from grimoire.services import system_usage as system_usage_svc
logger = logging.getLogger(__name__)
systems_bp = Blueprint("systems", __name__, url_prefix="/api/projects")
def _truthy(v: str | None) -> bool:
return (v or "").lower() in ("1", "true", "yes")
def _split_records(records: list) -> tuple[list, list, list]:
issues, tasks, notes = [], [], []
for r in records:
d = r.to_dict()
if r.status is None:
notes.append(d)
elif r.task_kind == "issue":
issues.append(d)
else:
tasks.append(d)
return issues, tasks, notes
@systems_bp.route("/<int:project_id>/systems", methods=["GET"])
@login_required
async def list_systems_route(project_id: int):
uid = get_current_user_id()
if await get_project_for_user(uid, project_id) is None:
return not_found("Project")
systems = await systems_svc.list_systems(
uid, project_id, include_archived=_truthy(request.args.get("include_archived")),
)
counts = await systems_svc.open_issue_counts_by_system(uid, project_id)
# How often each area's rulings reached a session — one GROUP BY
# for the page, and a zero shape for an area nothing has touched.
usage = await system_usage_svc.usage_for_systems([s.id for s in systems])
out = []
for s in systems:
d = s.to_dict()
d["open_issue_count"] = counts.get(s.id, 0)
d["usage"] = usage.get(s.id, system_usage_svc.empty_system_usage())
out.append(d)
return jsonify({"systems": out})
@systems_bp.route("/<int:project_id>/systems", methods=["POST"])
@login_required
async def create_system_route(project_id: int):
uid = get_current_user_id()
if await get_project_for_user(uid, project_id) is None:
return not_found("Project")
if not await can_write_project(uid, project_id):
return jsonify({"error": "Permission denied"}), 403
data = await request.get_json() or {}
if not (data.get("name") or "").strip():
return jsonify({"error": "name is required"}), 400
# The same gate the MCP door enforces — one service call, one answer, so
# neither door ships without a gate the other has.
assessment = await systems_svc.assess_system_name(uid, project_id, data["name"])
duplicate = assessment["duplicate"]
if duplicate and not data.get("force"):
return jsonify({
"duplicate": True,
"existing_id": duplicate["id"],
"error": (
f"“{duplicate['name']}” already covers this area in this "
"project. Tag records to it, or rename it if its charter has "
"moved on — a second System with the same name splits the "
"area's records across two piles."
),
}), 409
canonical = assessment["canonical"]
# Exact is mechanical and applied; overlap is a judgment call and is only
# offered back for the form to present.
applied = canonical["id"] if canonical and canonical["basis"] == "exact" else None
try:
system = await systems_svc.create_system(
uid, project_id=project_id, name=data["name"],
description=data.get("description"), color=data.get("color"),
order_index=data.get("order_index", 0),
canonical_id=data.get("canonical_id") or applied,
path_patterns=data.get("path_patterns"),
)
except ValueError as e:
return jsonify({"error": str(e)}), 400
if system is None:
return jsonify({"error": "Permission denied"}), 403
out = system.to_dict()
if canonical and canonical["basis"] == "overlap" and not system.canonical_id:
out["canonical_suggestion"] = canonical
return jsonify(out), 201
@systems_bp.route("/<int:project_id>/systems/<int:system_id>", methods=["GET"])
@login_required
async def get_system_route(project_id: int, system_id: int):
uid = get_current_user_id()
if await get_project_for_user(uid, project_id) is None:
return not_found("Project")
system = await systems_svc.get_system(uid, system_id)
if system is None or system.project_id != project_id:
return not_found("System")
issues, tasks, notes = _split_records(
await systems_svc.list_records_for_system(uid, system_id)
)
data = system.to_dict()
data["issues"], data["tasks"], data["notes"] = issues, tasks, notes
data["usage"] = (await system_usage_svc.usage_for_systems([system.id]))[system.id]
return jsonify(data)
@systems_bp.route("/<int:project_id>/systems/<int:system_id>", methods=["PATCH"])
@login_required
async def update_system_route(project_id: int, system_id: int):
uid = get_current_user_id()
if await get_project_for_user(uid, project_id) is None:
return not_found("Project")
if not await can_write_project(uid, project_id):
return jsonify({"error": "Permission denied"}), 403
system = await systems_svc.get_system(uid, system_id)
if system is None or system.project_id != project_id:
return not_found("System")
data = await request.get_json() or {}
allowed = {"name", "description", "color", "status", "order_index", "path_patterns"}
fields = {k: v for k, v in data.items() if k in allowed}
if "status" in fields and fields["status"] not in ("active", "archived"):
return jsonify({"error": "status must be 'active' or 'archived'"}), 400
try:
updated = await systems_svc.update_system(uid, system_id, **fields)
except ValueError as e:
return jsonify({"error": str(e)}), 400
if updated is None:
return not_found("System")
return jsonify(updated.to_dict())
@systems_bp.route("/<int:project_id>/systems/<int:system_id>", methods=["DELETE"])
@login_required
async def delete_system_route(project_id: int, system_id: int):
uid = get_current_user_id()
if await get_project_for_user(uid, project_id) is None:
return not_found("Project")
if not await can_write_project(uid, project_id):
return jsonify({"error": "Permission denied"}), 403
system = await systems_svc.get_system(uid, system_id)
if system is None or system.project_id != project_id:
return not_found("System")
await systems_svc.delete_system(uid, system_id)
return "", 204
@systems_bp.route("/<int:project_id>/systems/<int:system_id>/records", methods=["GET"])
@login_required
async def system_records_route(project_id: int, system_id: int):
uid = get_current_user_id()
if await get_project_for_user(uid, project_id) is None:
return not_found("Project")
system = await systems_svc.get_system(uid, system_id)
if system is None or system.project_id != project_id:
return not_found("System")
records = await systems_svc.list_records_for_system(
uid, system_id,
kind=request.args.get("kind") or None,
open_only=_truthy(request.args.get("open_only")),
)
return jsonify({"records": [r.to_dict() for r in records]})
@systems_bp.route("/<int:project_id>/issues", methods=["GET"])
@login_required
async def project_issues_route(project_id: int):
"""A project's issues (open by default — pass open_only=false for all)."""
uid = get_current_user_id()
if await get_project_for_user(uid, project_id) is None:
return not_found("Project")
open_only = request.args.get("open_only", "true").lower() in ("1", "true", "yes")
issues = await systems_svc.list_issues(uid, project_id, open_only=open_only)
return jsonify({"issues": [n.to_dict() for n in issues]})
src/grimoire/routes/task_logs.py
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"""Task work log routes — /api/tasks/<task_id>/logs."""
import logging
from quart import Blueprint, jsonify, request
from grimoire.auth import get_current_user_id, login_required
from grimoire.services.task_logs import create_log, delete_log, list_logs, update_log
logger = logging.getLogger(__name__)
task_logs_bp = Blueprint("task_logs", __name__, url_prefix="/api/tasks")
@task_logs_bp.route("/<int:task_id>/logs", methods=["GET"])
@login_required
async def list_logs_route(task_id: int):
uid = get_current_user_id()
logs = await list_logs(uid, task_id)
return jsonify({"logs": [log.to_dict() for log in logs]})
@task_logs_bp.route("/<int:task_id>/logs", methods=["POST"])
@login_required
async def create_log_route(task_id: int):
uid = get_current_user_id()
data = await request.get_json()
content = (data or {}).get("content", "").strip()
if not content:
return jsonify({"error": "content is required"}), 400
duration_minutes = (data or {}).get("duration_minutes")
if duration_minutes is not None:
try:
duration_minutes = int(duration_minutes)
except (TypeError, ValueError):
return jsonify({"error": "duration_minutes must be an integer"}), 400
try:
log = await create_log(uid, task_id, content, duration_minutes)
except ValueError as e:
return jsonify({"error": str(e)}), 404
return jsonify(log.to_dict()), 201
@task_logs_bp.route("/<int:task_id>/logs/<int:log_id>", methods=["PATCH"])
@login_required
async def update_log_route(task_id: int, log_id: int):
uid = get_current_user_id()
data = await request.get_json() or {}
content = data.get("content")
if content is not None:
content = content.strip() or None
from grimoire.services.task_logs import _UNSET
duration_minutes = data.get("duration_minutes", _UNSET)
log = await update_log(uid, log_id, content=content, duration_minutes=duration_minutes)
if log is None:
return jsonify({"error": "Log entry not found"}), 404
return jsonify(log.to_dict())
@task_logs_bp.route("/<int:task_id>/logs/<int:log_id>", methods=["DELETE"])
@login_required
async def delete_log_route(task_id: int, log_id: int):
uid = get_current_user_id()
deleted = await delete_log(uid, log_id)
if not deleted:
return jsonify({"error": "Log entry not found"}), 404
return "", 204
src/grimoire/routes/tasks.py
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from datetime import date
from quart import Blueprint, jsonify, request
from grimoire.auth import login_required, get_current_user_id
from grimoire.models.note import TaskPriority, TaskStatus
from grimoire.routes.utils import not_found, parse_iso_date, parse_pagination
from grimoire.services.access import can_write_note
from grimoire.services import placement as placement_svc
from grimoire.services import systems as systems_svc
from grimoire.services.notes import (
create_note,
get_note_for_user,
list_notes,
update_note,
)
from grimoire.services.notes import minted_kind as notes_minted_kind
from grimoire.services.note_usage import record_pulled
from grimoire.services.planning import start_planning as svc_start_planning
from grimoire.services.recurrence import calculate_next_due, validate_recurrence_rule
tasks_bp = Blueprint("tasks", __name__, url_prefix="/api/tasks")
_UNSET = object()
def _parse_recurrence_rule(data: dict) -> tuple[object, tuple | None]:
"""Extract and validate recurrence_rule from request data.
Returns (rule_or_UNSET, error_response_or_None):
_UNSET → key not present, do nothing
None → key present and null, clear the rule
dict → key present and valid, set the rule
"""
if "recurrence_rule" not in data:
return _UNSET, None
rule = data["recurrence_rule"]
if rule is None:
return None, None
try:
validate_recurrence_rule(rule)
except ValueError as exc:
return _UNSET, (jsonify({"error": str(exc)}), 400)
return rule, None
@tasks_bp.route("", methods=["GET"])
@login_required
async def list_tasks_route():
uid = get_current_user_id()
q = request.args.get("q")
tag = request.args.getlist("tag")
status = request.args.getlist("status") or None
priority = request.args.getlist("priority") or None
sort = request.args.get("sort", "updated_at")
order = request.args.get("order", "desc")
limit, offset = parse_pagination()
project_id = request.args.get("project_id", type=int)
no_project = request.args.get("no_project", "").lower() == "true"
kind = request.args.get("kind") or None
due_before = parse_iso_date(request.args.get("due_before"), "due_before")
if isinstance(due_before, tuple):
return due_before
due_after = parse_iso_date(request.args.get("due_after"), "due_after")
if isinstance(due_after, tuple):
return due_after
tasks, total = await list_notes(
uid,
q=q,
tags=tag or None,
is_task=True,
status=status,
priority=priority,
due_before=due_before,
due_after=due_after,
project_id=project_id,
task_kind=kind,
no_project=no_project,
sort=sort,
order=order,
limit=limit,
offset=offset,
)
return jsonify({"tasks": [t.to_dict() for t in tasks], "total": total})
@tasks_bp.route("", methods=["POST"])
@login_required
async def create_task_route():
uid = get_current_user_id()
data = await request.get_json()
# Description (user-stated goal) and body (machine-maintained summary) are
# separate fields under the task-as-durable-record design. Don't fold one
# into the other.
body = data.get("body", "")
description = data.get("description")
tags = data.get("tags", [])
# kind=plan is retired — plans are milestones now (see start_planning).
# The 'plan' enum value stays valid for legacy tasks, but new ones can't
# be created with it through any path.
if data.get("kind") == "plan":
return jsonify({
"error": "kind=plan is retired — plans are milestones. "
"Use POST /api/tasks/planning to start a plan."
}), 400
due_date = parse_iso_date(data.get("due_date"), "due_date")
if isinstance(due_date, tuple):
return due_date
try:
status = TaskStatus(data["status"]).value if "status" in data else TaskStatus.todo.value
except ValueError:
return jsonify({"error": f"Invalid status: {data['status']}"}), 400
try:
priority = TaskPriority(data["priority"]).value if "priority" in data else TaskPriority.none.value
except ValueError:
return jsonify({"error": f"Invalid priority: {data['priority']}"}), 400
recurrence_rule, recurrence_err = _parse_recurrence_rule(data)
if recurrence_err:
return recurrence_err
project_id = data.get("project_id")
if project_id is None and data.get("project"):
from grimoire.services.projects import get_project_by_title as _gpbt
proj = await _gpbt(uid, data["project"])
if proj:
project_id = proj.id
task = await create_note(
uid,
title=data.get("title", ""),
body=body,
description=description,
status=status,
priority=priority,
due_date=due_date,
tags=tags,
project_id=project_id,
milestone_id=data.get("milestone_id"),
parent_id=data.get("parent_id"),
recurrence_rule=recurrence_rule if recurrence_rule is not _UNSET else None,
task_kind=data.get("kind", "work"),
arose_from_id=data.get("arose_from_id"),
)
if data.get("system_ids") is not None:
await systems_svc.set_record_systems(uid, task.id, data["system_ids"])
out = task.to_dict()
out["systems"] = [s.to_dict() for s in await systems_svc.list_record_systems(uid, task.id)]
await placement_svc.attach_placement(uid, out, task)
return jsonify(out), 201
@tasks_bp.route("/planning", methods=["POST"])
@login_required
async def start_planning_route():
uid = get_current_user_id()
data = await request.get_json() or {}
project_id = data.get("project_id")
title = (data.get("title") or "").strip()
if not project_id or not title:
return jsonify({"error": "project_id and title are required"}), 400
try:
result = await svc_start_planning(
user_id=uid, project_id=int(project_id), title=title,
)
except ValueError as exc:
return jsonify({"error": str(exc)}), 404
return jsonify(result), 201
@tasks_bp.route("/<int:task_id>", methods=["GET"])
@login_required
async def get_task_route(task_id: int):
uid = get_current_user_id()
result = await get_note_for_user(uid, task_id)
if result is None:
return not_found("Task")
task, permission = result
data = task.to_dict()
data["permission"] = permission
if task.parent_id:
# Share-aware like the task itself: a shared subtask whose parent is also
# shared would otherwise render as an orphan with no parent title.
parent = await get_note_for_user(uid, task.parent_id)
data["parent_title"] = parent[0].title if parent else None
data["systems"] = [s.to_dict() for s in await systems_svc.list_record_systems(uid, task_id)]
# Opening the detail view IS a pull — see the note beside rest_note in
# routes/notes.py for why the rest_* and mcp_* prefixes stay separable.
record_pulled(user_id=uid, note_id=task_id, source="rest_task")
return jsonify(data)
@tasks_bp.route("/<int:task_id>", methods=["PUT", "PATCH"])
@login_required
async def update_task_route(task_id: int):
uid = get_current_user_id()
result = await get_note_for_user(uid, task_id)
if result is None:
return not_found("Task")
task_note, _ = result
if not await can_write_note(uid, task_id):
return jsonify({"error": "Permission denied"}), 403
data = await request.get_json()
fields = {}
for key in ("title",):
if key in data:
fields[key] = data[key]
if "status" in data:
try:
fields["status"] = TaskStatus(data["status"]).value
except ValueError:
return jsonify({"error": f"Invalid status: {data['status']}"}), 400
if "priority" in data:
try:
fields["priority"] = TaskPriority(data["priority"]).value
except ValueError:
return jsonify({"error": f"Invalid priority: {data['priority']}"}), 400
# Body and description are distinct fields under the task-as-durable-record
# design. Don't alias one to the other.
if "body" in data:
fields["body"] = data["body"]
if "description" in data:
fields["description"] = data["description"]
if "due_date" in data:
if data["due_date"]:
result = parse_iso_date(data["due_date"], "due_date")
if isinstance(result, tuple):
return result
fields["due_date"] = result
else:
fields["due_date"] = None
if "tags" in data:
fields["tags"] = data["tags"]
# Re-filing a task's kind. The editor sends this field; dropping it would
# report "Task saved" and revert on the next load. Validated at the same layer as status and priority so
# an unrecognised value is a 400 rather than a database CHECK violation.
if "kind" in data:
try:
fields["task_kind"] = notes_minted_kind(data["kind"])
except ValueError as exc:
return jsonify({"error": str(exc)}), 400
for key in ("project_id", "milestone_id", "parent_id", "arose_from_id"):
if key in data:
fields[key] = data[key]
recurrence_rule, recurrence_err = _parse_recurrence_rule(data)
if recurrence_err:
return recurrence_err
if recurrence_rule is not _UNSET:
fields["recurrence_rule"] = recurrence_rule
task = await update_note(task_note.user_id, task_id, **fields)
if task is None:
return not_found("Task")
if data.get("system_ids") is not None:
await systems_svc.set_record_systems(uid, task_id, data["system_ids"])
out = task.to_dict()
out["systems"] = [s.to_dict() for s in await systems_svc.list_record_systems(uid, task_id)]
await placement_svc.attach_placement(uid, out, task)
return jsonify(out)
@tasks_bp.route("/<int:task_id>/status", methods=["PATCH"])
@login_required
async def patch_task_status(task_id: int):
uid = get_current_user_id()
result = await get_note_for_user(uid, task_id)
if result is None:
return not_found("Task")
task_note, _ = result
if not await can_write_note(uid, task_id):
return jsonify({"error": "Permission denied"}), 403
data = await request.get_json()
status_val = data.get("status")
if not status_val:
return jsonify({"error": "status is required"}), 400
try:
TaskStatus(status_val)
except ValueError:
return jsonify({"error": f"Invalid status: {status_val}"}), 400
task = await update_note(task_note.user_id, task_id, status=status_val)
if task is None:
return not_found("Task")
return jsonify(task.to_dict())
@tasks_bp.route("/<int:task_id>/recurrence-preview", methods=["GET"])
@login_required
async def recurrence_preview_route(task_id: int):
uid = get_current_user_id()
result = await get_note_for_user(uid, task_id)
if result is None:
return not_found("Task")
task, _ = result
if not task.recurrence_rule:
return jsonify({"error": "Task has no recurrence rule"}), 400
count = min(request.args.get("count", 5, type=int), 10)
base = task.due_date or date.today()
dates = []
current = base
for _ in range(count):
current = calculate_next_due(task.recurrence_rule, current)
dates.append(current.isoformat())
return jsonify({"dates": dates})
@tasks_bp.route("/<int:task_id>", methods=["DELETE"])
@login_required
async def delete_task_route(task_id: int):
uid = get_current_user_id()
result = await get_note_for_user(uid, task_id)
if result is None:
return not_found("Task")
task_note, _ = result
if not await can_write_note(uid, task_id):
return jsonify({"error": "Permission denied"}), 403
from grimoire.services.trash import delete as trash_delete
batch = await trash_delete(task_note.user_id, "task", task_id)
if batch is None:
return not_found("Task")
return "", 204
src/grimoire/routes/trash.py
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"""Trash REST API — list / restore / purge soft-deleted content by batch."""
from __future__ import annotations
from quart import Blueprint, jsonify
from grimoire.auth import get_current_user_id, login_required
import grimoire.services.trash as trash_svc
trash_bp = Blueprint("trash", __name__, url_prefix="/api/trash")
@trash_bp.get("")
@login_required
async def list_trash():
return jsonify({"batches": await trash_svc.list_trash(get_current_user_id())})
@trash_bp.post("/<batch_id>/restore")
@login_required
async def restore_batch(batch_id: str):
n = await trash_svc.restore(get_current_user_id(), batch_id)
return jsonify({"restored": n})
@trash_bp.delete("/<batch_id>")
@login_required
async def purge_batch(batch_id: str):
n = await trash_svc.purge(get_current_user_id(), batch_id)
return jsonify({"purged": n})
src/grimoire/routes/users.py
+29
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from quart import Blueprint, jsonify, request
from sqlalchemy import or_, select
from grimoire.auth import get_current_user_id, login_required
from grimoire.models import async_session
from grimoire.models.user import User
users_bp = Blueprint("users", __name__, url_prefix="/api/users")
@users_bp.route("/search", methods=["GET"])
@login_required
async def search_users():
uid = get_current_user_id()
q = (request.args.get("q") or "").strip()
if len(q) < 2:
return jsonify({"users": []})
like = f"{q}%"
async with async_session() as session:
users = (await session.execute(
select(User).where(
User.id != uid,
or_(User.username.ilike(like), User.email.ilike(like)),
).limit(10)
)).scalars().all()
return jsonify({"users": [
{"id": u.id, "username": u.username}
for u in users
]})

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