rename(547): the server is grimoire — package, image, DB defaults, backups
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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:
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
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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"]
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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
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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")
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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
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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)
+415
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@@ -0,0 +1,415 @@
"""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)
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"""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)
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"""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)
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"""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)
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"""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)
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"""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)
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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)
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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)
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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)
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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)
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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)
@@ -0,0 +1,81 @@
"""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)
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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)
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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)
+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)
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"""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)
+480
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@@ -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)
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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)
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"""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)
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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)
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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)