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bvandeusen d7039dc17c feat(dedup): the duplicate report reaches notes and tasks, with per-kind cures
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Step 5 of #278, folding in #2534. The operator's no-gate decision for the web
UI (#2482 — "an llm attached to this surface is the corrections system") has a
precondition nobody had built: the corrector has to be able to SEE what needs
correcting. find_duplicate_snippets had no equivalent for notes or tasks, so a
duplicate note was only ever noticed by accident.

find_duplicate_records(kind="snippet"|"note"|"task") — the same indexed
self-join, parameterised. Tasks are notes with a status, not a note_type, so
the kind split is a status predicate; mixing them would propose folding a
to-do into a write-up. find_duplicate_snippets stays as a wrapper because both
surfaces and SnippetListView consume it by name.

What differs by kind is the CURE, and the report says so in a `suggestion`
field rather than leaving the caller to guess:

  snippet  merge — lossless, the survivor keeps every call site
  note     NEVER merge. A correction pair → supersedes on the newer; state
           smeared across dated records → extract to the System's reference
           note; genuinely parallel → leave alone. Choosing needs the records
           READ, which is the agent's job — so non-snippet groups carry
           `members` with dates and any `existing_supersessions` already
           declared inside the group. A pair someone ruled on is not an open
           question.
  task     usually the same work opened twice — keep the one with the history,
           cancel the other with a pointer.

The snippet sibling filter stays snippet-only: it keys on symbol/code_sha,
which other kinds don't carry — and for them a look-alike is a finding.

Surfaces: MCP find_duplicate_records (classified into _READ_ONLY_TOOLS — the
completeness test would have caught the omission), REST /api/notes/duplicates,
and a KnowledgeView panel mirroring SnippetListView's — links only, no merge
button, because for notes the report proposes and the correction is a read-
and-decide act. The panel follows the type filter and clears when it changes,
so a note report can't linger under a task view.

Correcting the task's own premise: it claimed the snippet report had "no view
consuming it" — stale; SnippetListView has consumed it since it shipped. The
UI gap was only ever notes/tasks.

Answers the question carried from #2482: yes, the update routes on BOTH
surfaces can turn a record into a duplicate — the gate is create-time by
design. This report is the mechanism that catches it after the fact, which is
the model the operator chose.

Refs #278, #2547
2026-08-08 18:51:49 -04:00
bvandeusen 984407f931 fix(supersession): one query for both directions, not two per note read
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CI failed on 8d9e96c — eight tests in test_mcp_tool_notes.py, all
"Connect call failed (127.0.0.1, 5432)".

The proximate cause is that `_attach_supersession` runs on every note
read/write and those are unit tests of the tool layer with no database. But the
test failure exposed a worse decision underneath it.

I had written the two directions as two service calls, so every `get_note`
made TWO extra round trips plus TWO ACL checks — on the hottest path in the
product — to save a two-line partition in Python. That is the wrong trade
whether or not a test noticed.

`get_relations` replaces both: one OR query, one ACL check, partitioned by
which column holds the note's id. Its test asserts `execute.await_count == 1`,
so the collapse can't quietly come apart later.

The tests then get an autouse stub rather than the code getting a swallow. The
tool genuinely has a new dependency; hiding that behind a try/except to keep
unit tests green would be arranging for the code to lie about what it does.
This file already records the same hazard for note 2109, so the stub sits next
to that precedent.

Added the test that matters, which the first pass missed: a superseded record
still surfaces, so an agent WILL read stale material — and it must arrive with
a plain-language warning, not just a numeric field to notice. Also pinned that
both keys are ABSENT rather than present-and-empty when there are no relations.

Refs #278
2026-08-07 22:45:56 -04:00
bvandeusen 8d9e96cc6d feat(supersession): declare it — supersedes on both write paths
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Step 2 of #278. Records and reads the claim; the demotion that makes it matter
is step 3.

`services/supersession.py` with set/get on both directions, following the
set_record_systems shape since this is the same kind of mutable M2M at the
tool/route layer rather than inside notes_svc.

## Both directions are exposed, and only one is obvious

`supersedes` is what the author claimed. `superseded_by` is what a READER needs
and what the note itself cannot know — a stale record handed over with no
marker gets acted on confidently, which is worse than never surfacing it. So
get_note carries it, says so in its docstring, and adds a plain-language line
telling the reader to open the newer note first.

Both are OMITTED when empty rather than serialised as empty lists. A field that
always says nothing trains readers to skip fields — the lesson consolidated_at
cost, removed in the previous commit.

## Refuse vs drop, which is the one real judgement here

Dropped silently: a target that doesn't exist, is trashed, is the note itself,
or would close a cycle. Each is a claim with no subject or no meaning; none is
something the caller can act on.

REFUSED with PermissionError: a target the caller can read but not write.
That is the single case where the caller could believe they succeeded and be
wrong in a way that matters — demoting someone else's record out of their
retrieval is damage invisible from the outside, with no symptom for the owner
to trace. Rule #47, and PermissionError because services/snippets.py already
uses it for read-but-not-write with both surfaces catching it.

The PATCH/PUT routes scope by the CALLER, not owner_uid: an editor-share holder
may edit the note and must not thereby inherit the owner's write access to
whatever they name as superseded.

## Cycles

A ring claims every member is obsolete. Under flat demotion that demotes them
all equally, so the set drops out of ranked retrieval together with nothing in
the data saying why. Refused by walking the existing graph from the proposed
target — iteratively with a visited set, because the graph is user-supplied and
a deep chain must not become a stack overflow on a write path. The visited set
also makes the walk terminate on a ring that already exists, which is pinned by
its own test rather than trusted.

Both surfaces (#33), the instruction surface per #119 — framed as the third
answer beside update-instead and force=true: not everything resembling an
existing record should be folded into it, and not everything distinct should
compete with it forever.

Refs #278
2026-08-07 22:38:09 -04:00
bvandeusenandClaude Opus 5 2b85443dd1 feat(snippets): usage signal — was a surfaced record ever actually pulled?
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retrieval_logs answers "what did the ranker return, at what scores" — the
right substrate for tuning a threshold. It cannot answer the question the
snippet corpus actually needs: did anyone open this? A snippet nobody
opens is not neutral. It takes a slot in every future auto-inject menu and
crowds out something useful.

Adds note_usage_events (migration 0071): one row per note per event,
either 'surfaced' (we put its title in front of an agent) or 'pulled'
(someone opened it in full), tagged with which surface produced it.

Closes the gap #2082 recorded against this work. The write-path PLACE arm
carries no score, so it has no home in retrieval_logs — folding it in
would corrupt the score distribution that table exists to capture. The
result was that the arm firing on the STRONGEST claim ("there is already a
canonical helper in this exact file") was the one arm nobody could
measure. Both arms now emit usage events under distinct sources, so their
pull-through rates are finally comparable.

Deliberate departures from the task as written:

- Not in-session correlation. The original framing was "correlate
  result_ids against a later get_note in the same session." There is no
  session identity server-side — the MCP endpoint is stateless and the
  hooks send no session id — and adding one would mean threading an
  opaque client-supplied token through every read path. Two independent
  counters answer the question without it: surfaced 40×, pulled 0 is dead
  weight regardless of how those events distribute across sessions.

- Pulls record at the ENTRY POINTS (MCP tools, REST detail route), not in
  snippets_svc.get_snippet, which update and merge also reach. Counting
  those would inflate precisely the number meant to say "someone chose to
  look at this."

- get_note records for every note kind, not just snippets. The auto-inject
  menu surfaces tasks and processes too; scoping this to snippets would
  pin those at zero pulls forever and make them read as dead weight next
  to snippets that merely had a counter.

Surfaced in the Snippets list as an "N/M used" badge, warning-toned once a
record has been offered 3+ times and never opened, with the tooltip saying
what to do about it (usually: its "when to reach for it" doesn't say
when). No badge at all below one surfacing — "0/0" reads as a verdict when
it's an absence of evidence. Also returned from MCP list_snippets so the
agent can see dead weight without opening the UI.

Telemetry keeps the retrieval_telemetry contract throughout: writes are
fire-and-forget, reads degrade to zeroes, and no path can raise into the
surface it observes.

Refs #2085

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-07-28 18:09:17 -04:00
bvandeusenandClaude Opus 5 9fa474b3c4 fix(mcp): make get_note / get_task share-aware
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The injected menu tells the agent to open any hit with get_note(id), and
that menu can list a collaborator's record reached through a shared
project. The fetch was still owner-only, so those lines answered
"not found" — for a record the same user opens fine in the browser.
The agent path was strictly narrower than the web path for the same id.

Same boundary miss as #2093: the list side was widened for sharing, the
fetch side wasn't. Both tools now resolve through get_note_for_user,
apply the trash filter themselves (permission resolution says nothing
about liveness), and attach describe_provenance so a shared record
arrives marked as someone else's rather than passing as the caller's.

routes/tasks.py's parent-title lookup had the same narrowness: a shared
subtask rendered as an orphan when its parent was equally shared.

Four fetch tests across three files were patching notes_svc.get_note and
had to be retargeted — note 2109's third sub-case, caught by grepping
tests/ for the old name before pushing rather than by CI (#2159).

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01RLwAaV4DQEmVyn496HnEvt
2026-07-27 15:18:03 -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
bvandeusenandClaude Opus 4.8 85e0501705 feat(issues): S2 MCP tools — system CRUD + issue/system wiring
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Second slice of Issues + Systems (spec #825).

New mcp/tools/systems.py: create_system, list_systems, get_system (records
split into issues/tasks/notes), update_system (incl. archive via status),
list_system_records (kind/open_only filters), delete_system. Registered in
register_all; read tools (get_system, list_systems, list_system_records) added
to the read-only-key allowlist (write tools default-deny).

create_task/update_task: kind now accepts 'issue'; new system_ids (set-semantics
associations) and arose_from_id (provenance, 0=unchanged/-1=clear) args.
create_note/update_note: new system_ids arg (notes associate with systems too).
services/notes.create_note: arose_from_id passthrough (update_note already
handles it via setattr).

Tests: MCP system tools + create_task issue-wiring (kind/provenance/systems),
service layer mocked.

Refs plan 825 (S2).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-13 23:07:37 -04:00
bvandeusenandClaude Opus 4.8 e3c6124912 feat(mcp): make Scribe reflexively recall + scope reads to the active project
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The MCP surface advertised writing well but recall poorly, and project
scoping had no anchor that survived past enter_project's snapshot:

- search / list_notes dropped the project_id their services already
  support, so a scoped search was impossible — every query swept all
  projects and bled unrelated work into the session.
- The tool descriptions were mechanical ("Semantic search over the
  user's notes and tasks") with no trigger telling Claude WHEN to reach
  for them; the server instructions were all write-discipline and said
  nothing about searching before answering or starting work.

Changes:
- search, list_notes: add project_id param, wired to the service.
- search, list_notes, list_tasks: trigger-worded descriptions that push
  passing the active project's id and reserve project_id=0 for a
  deliberate cross-project sweep.
- _INSTRUCTIONS: add a 'Reach for Scribe to RECALL, not just to record'
  block — search before answering/starting, check for an existing ticket
  before create_task, scope reads to the active project (which does not
  stick on the server).

Paired with always-on rule #75 in the FabledSword-family rulebook.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-04 22:43:55 -04:00
bvandeusenandClaude Opus 4.8 b255a0f90e refactor: rename package fabledassistant -> scribe (code-only)
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Renames src/fabledassistant -> src/scribe and all imports, plus the
default DB name and DB user/password (fabled -> scribe) in config +
compose. 952 refs / 154 files. Reverses the old 'internal name stays
fabledassistant' convention.

Code-only: live databases are still physically named 'fabledassistant'.
Deployed environments must set POSTGRES_DB / POSTGRES_USER (or rename the
DB) since the defaults now resolve to 'scribe'. Repo (FabledScribe), git
host (fabledsword), MCP (fabled-git) and the image name (fabledscribe)
are intentionally unchanged.

ruff check src/ clean locally; CI (typecheck + pytest) is the gate.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-03 15:48:35 -04:00