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Author SHA1 Message Date
bvandeusen 24d071619b fix(dedup): compare the artefact, not the prose describing it
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The snippet gate was reading the wrong field, and #2464's UI recipes made it
measurable in both directions at once:

  .btn-danger vs .btn-danger-outline   0.92   siblings, BLOCKED
  .btn-primary re-recorded verbatim
  under a different name              <0.90   a literal copy, ALLOWED

The second is what settles it. Identical code at an identical repo·path·symbol
sailed through because the description differed, while two deliberately
parallel variants were refused because theirs did not. A snippet's embedded
document is mostly prose ABOUT the code, so no threshold fixes this: lowering
it blocks more siblings, raising it admits more copies.

So structure decides. Two exact signals, both index-served off the notes.data
mirror that already exists, no migration and no backfill:

  location  the same named thing in the same file. Requires BOTH path and
            symbol — a path alone is a directory of artefacts, and matching on
            it would refuse every second recipe from one stylesheet.
  code      byte-identical code anywhere, via the same fingerprint the drift
            check uses.

The semantic arm survives as a backstop for a genuine reword that shares
neither, raised to 0.96 so it sits above the 0.92 band where real variants
live. Structural hits say what they matched instead of hedging with "similar",
and point at merge rather than update — two records of one artefact is what
merge exists to fold back together.

find_duplicate_snippets gets the same correction: pairs where both snippets
name a symbol, name DIFFERENT symbols, and hold different code are variants,
not copies. Without it a design system's button family reports as one merge
set — eight recipes, every direct pair over the floor, top score 0.92, one
click from collapsing a component family. The cost is real and stated in the
code: a helper recorded twice under two names no longer reports. That trade
favours the report being usable, and same-symbol and unnamed duplicates — how
re-recording usually looks — still surface. The filter fails open, so a lookup
failure degrades to the old unfiltered report rather than to a reassuring
empty one.

resolve_locations extracted: compose_body, create_snippet and now the gate each
had their own copy of the repo/path/symbol shorthand fallback, and the gate is
the one where a disagreement would mean matching a location the record won't be
stored with. Applied to both create surfaces (#33) — the web UI must not be the
way to record what the agent was stopped from writing.

Refs #2518, #2464
2026-08-06 11:31:02 -04:00
bvandeusenandClaude Opus 5 6db791965f feat(snippets): near-duplicate finder — surface the sets worth merging
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#231's premise was unifying reusable things already scattered as one-offs.
The create gate PREVENTS a new duplicate and merge_snippets CURES one you
point it at, but nothing FOUND the duplicates already in the record —
someone had to notice them by hand, which is the exact failure the Drafter
exists to remove.

One indexed self-join over note_embeddings, not an N² Python scan:
pgvector's cosine distance is the same operator semantic search uses, so a
similarity floor is a distance ceiling and the work stays in Postgres.
`left.note_id < right.note_id` yields each unordered pair once and drops
the self-pair that would otherwise dominate the ranking.

Pairs are collapsed into merge SETS by connected components. Transitive on
purpose: A~B plus B~C puts all three together even when A and C don't
directly clear the bar, which is what merge actually does (it folds every
source into one survivor). The cost is that a chain of mild resemblances
can rope in a member that isn't really alike — so the UI presents a set as
a proposal, shows the members, and never merges without a confirm.

Two scope decisions worth naming:

- OWN snippets only. merge_snippets requires one owner across the set, so
  surfacing someone else's would propose a merge that cannot be performed.
  The report is bounded by what the operator can act on, not what they can
  see.

- Threshold defaults to 0.82, LOOSER than the write gate's 0.90, and is a
  setting rather than a constant (rule #25). The gate blocks a create and
  has to be unforgiving of noise; this only suggests a merge under review,
  so it must reach further or it would never surface the pairs the gate
  already let through — which are precisely the ones that accumulated.

Fixes a real bug in the merge flow while wiring the UI: selectedList
filtered the selection against the CURRENT PAGE, and doMerge derives its
source ids from that list. A corpus-wide suggested group with off-page
members would have rendered incomplete and silently merged only the
visible subset. A group under review is now the authority for that list.

Refs #2088

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-07-28 18:32:40 -04:00
bvandeusenandClaude Opus 5 ef1dbdfc86 feat(acl): unify the retrieval scopes; mark shared rows in Knowledge browse
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Closes #2092 and the Knowledge-browse provenance gap.

The two halves of a hybrid search disagreed: the keyword half honoured shares
while the semantic half was pinned to NoteEmbedding.user_id, so a shared record
was findable by wording and invisible by meaning — the case a semantic search
exists to serve. semantic_search_notes now scopes on Note via a `scope`
parameter, and each of its five callers declares which kind of act it is:

  mcp/tools/search.py     read    the agent asked
  routes/search.py        read    the user typed it
  knowledge.py (semantic) read    matches the keyword half beside it
  plugin_context.py       browse  nobody asked; never a one-to-one share
  dedup.py                own     a verdict that blocks a write must not hinge
                                  on another person's notes

That last one is the reason this isn't a single global widening: the dedup gate
returns "update the existing one instead", so matching a stranger's record would
refuse a legitimate create and point at something the caller can't edit. Scope
defaults to "own" so a caller that forgets is wrong in the safe direction, and an
unknown scope raises rather than falling back — a typo there would be a
data-exposure bug.

Auto-inject keeps the browse scope, which still admits a collaborator's note via
a shared project. Its menu line is the only provenance an agent sees, so a
foreign hit now reads: #12 "Title" (0.71) - shared by alex, treat as a
suggestion. MCP and REST search results carry shared/owner too.

Knowledge browse: the feed hydrates cards from /api/knowledge/batch rather than
the list route, so both paths label rows now, and KnowledgeView shows "by
<owner>" on records the viewer doesn't own.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01RLwAaV4DQEmVyn496HnEvt
2026-07-25 23:06:52 -04:00
bvandeusenandClaude Opus 4.8 dd1fc2d506 feat(mcp): extend dedup gate to create_rule / create_project_rule
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Completes the Phase 5 follow-up: rules now get the same update-over-create
gate. Title-based only (rules aren't a semantic-retrieval/RAG surface), scoped
to the same topic (rulebook rule) or same project (project rule). force=true
overrides; fail-open like the note/task gate.

Deferred-item decisions (operator): REST/web gating SKIPPED (kept MCP-only —
humans rarely double-create and a hard block needs UI affordance); orphan scope
kept orphan↔orphan (no change). So this rule gate is the only remaining build.

- services/dedup.py: find_duplicate_rule(title, topic_id|project_id).
- create_rule + create_project_rule: force param + gate.
- tests: rule title match, scope-required guard, tool gate (block + force).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-14 13:43:17 -04:00
bvandeusenandClaude Opus 4.8 5102ffb558 fix(dedup): fail open when the duplicate check can't run
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The Phase 5 gate added a DB query before every create_note/create_task. When
that query fails (DB unreachable, etc.) the create must NOT error — a dedup
check is advisory infrastructure, not a correctness gate. Wrap the title query
so any failure degrades to "no duplicate found" and the create proceeds.

Also fixes 7 existing create tests that don't mock the DB: they now exercise
the fail-open path (no Postgres in the unit-test job) instead of erroring.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-14 13:24:20 -04:00
bvandeusenandClaude Opus 4.8 322cbc3b5e feat(mcp): Phase 5 — write-time near-duplicate gate (update-over-create)
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#755 Phase 5. create_note / create_task now BLOCK a near-duplicate instead of
silently inserting: they return {"duplicate": true, "existing_id", message}
pointing at the record to UPDATE. Fights store bloat and stale competing copies
that semantic search (RAG) would otherwise resurface for reconciliation. A
force=true override creates anyway for genuinely-distinct records.

- services/dedup.py: find_duplicate_note — two signals, scoped to owner + same
  project + same kind: (1) normalized-title exact match (cheap, always); (2)
  semantic cosine ≥ 0.90 but ONLY when body ≥ 200 chars (short/title-only
  embeddings false-positive — the pre-pivot lesson). Project-less (orphan)
  records compare only to other orphans on BOTH signals (orphan_only on the
  semantic call) — they're not matched across every project.
- Gate wired into the MCP create_note/create_task tools (the LLM write path)
  with force override; _INSTRUCTIONS documents the duplicate response + force.
- Opt-in by design: the service helper is only called from the interactive
  create tools. Internal/programmatic creates (recurrence spawn, imports) go
  straight through services.create_note and are NOT gated — a recurring task
  spawning its next same-titled instance must not be blocked.
- Scope v1: MCP tools only. REST/web (human CRUD, needs a UI affordance) and
  create_rule (not a RAG surface; _INSTRUCTIONS already steer it) are follow-ups.
- tests: dedup service (title/semantic/body-gate/type-filter) + tool gate
  (blocks, force bypasses) for notes and tasks.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-14 13:21:35 -04:00