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13 Commits
Author SHA1 Message Date
bvandeusenandClaude Opus 5 e2e64b94c0 feat(tasks): task_kind gains 'spike' — the investigation, not the change (#3099, milestone 312 step 5)
A spike is a shape the other kinds cannot hold. `work` ships a change;
`issue` fixes something broken. A spike is time-boxed and its output is
KNOWLEDGE — it succeeds by producing an answer, and nothing ships at the end
of it. Filing one as `work` makes a finished investigation look like an
abandoned change, which is why the distinction earns a value rather than a
convention.

It is also the record a failed check asks for. This milestone gave rules a
verify_with; when one fails the rule is wrong, and the next move is often to
go and find out what replaced it. notes.arose_from_id already exists (0065),
so constraint -> spike provenance needed no schema at all — only a docstring
saying it is there.

Rule 36: the value and the widened CHECK land in the same migration, DROP
then ADD, exactly as 0065 did for 'issue'. The two whitelists live in one
tuple each so upgrade and downgrade cannot disagree about what the list was
on either side. The downgrade demotes existing spikes to 'work' first —
lossy, deliberately, because the alternative is a downgrade that fails on
real data, and one that says what it did beats one that cannot run.

'plan' stays whitelisted though retired: historical plan-tasks carry it, and
a row that cannot be rewritten cannot be edited, restored or migrated.

The integration test asserts both halves. A test that only proved 'spike' is
accepted would pass just as happily against a table whose CHECK had been
dropped and never re-added — which is the other way rule 36's failure
happens — so an unknown kind is asserted to still raise.

Not in scope, deliberately: any special lifecycle, time-box enforcement, or
gating relationship. It is a kind, not a workflow.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-27 13:43:57 -04:00
bvandeusenandClaude Fable 5 c211e12b61 refactor(mcp): one rules_payload() for every surface that hands rules to an agent; drop the dead bearer resolver (#2828, milestone 296 area 4)
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Reading the 16 tool modules against each other: the six-key applicable-rules
block (applicable_rules, applicable_rules_truncated, subscribed_rulebooks,
project_rules, suppressed_rules, suppressed_topics) was hand-built in five
places — enter_project, get_project, get_task (legacy plans), get_milestone
(three of the six) and services/planning.start_planning. rulebooks_svc.
rules_payload() is now the one place that names them; get_milestone gains the
three it lacked, so every rules-carrying payload reads the same. list_rules /
list_always_on_rules share _rule_summary. mcp/auth.resolve_bearer_to_user_id
duplicated resolve_bearer's parsing and had no product caller (only its own
tests) — removed; the tests now exercise resolve_bearer.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-21 11:20:36 -04:00
bvandeusenandClaude Fable 5 3455f9cb9a refactor(systems): one seam — the Systems question rides every read and write of a record
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Scribe issue #2570, from the operator's challenge: the invariant is
"always be asking whether what you're touching is a System's territory
and whether the work is filed there" — not a nudge in one corner. The
prior shape failed it twice: the hint fired only on creates (with a
special-cased zero-Systems branch), and get_task/get_note returned
records WITHOUT their Systems, so the read-side reflex had nothing to
fire on (same per-kind asymmetry as #2481).

- attach_systems(): single helper used by get/create/update for tasks,
  notes, and snippets, plus add_task_log. Tagged records always show
  `systems`; an untagged project record carries the `systems_hint`
  question instead. Neither field attaches empty (#2483). Hint is
  owner-only; everything fail-open (#2109).
- untagged_systems_hint unified to ONE question — the vocabulary
  listing varies, the question doesn't; the zero-Systems branch stops
  being special text.
- Docstrings state the uniform contract; floor prose now names the
  read-side reflex (systems visible -> list_system_records the pile).
- Plugin 0.1.27 -> 0.1.28.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-09 15:48:41 -04:00
bvandeusenandClaude Fable 5 3ff8803593 feat(instructions): fit the delivery fold — 2k server map, floor Systems reflex, write-time systems_hint
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Claude Code injects only the first ~2,048 chars of an MCP server's
instructions and silently cuts the rest mid-word (#2562, observed live):
_INSTRUCTIONS was 20,002 chars, so ~90% — including all Systems tagging
guidance — never reached any session. Rearchitect delivery around what
each surface actually delivers:

- _INSTRUCTIONS becomes a 1,997-char purpose-sorted map, with a header
  comment stating the budget and where detail belongs instead.
- Tool docstrings keep the per-tool HOW (audit: nearly all displaced
  topics were already duplicated there); backfill the four gaps —
  enter_project session scoping + project bootstrap, create_rule
  entity-vs-rule test, create_design_system not-a-rulebook,
  create_system two-records test.
- The plugin static context (the delivery floor) gains the
  tag-to-Systems reflex and a surfaces-layering statement; plugin
  0.1.25 -> 0.1.26 so the executing cache refreshes (#2209).
- create_task / create_note / create_snippet return a systems_hint when
  a record is created untagged in a project that has Systems — in-band
  at the exact write it applies to, fail-open like the dedup gate.
- Guards: _INSTRUCTIONS length budget, floor-states-the-reflex, and a
  displaced-topics sweep asserting every cut topic still lives on a
  delivered surface.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-09 12:53:35 -04:00
bvandeusenandClaude Opus 5 6eedb0f6b9 fix(instructions): stop mandating a milestone for every non-trivial task
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Four product surfaces told the agent to call start_planning FIRST for any
"non-trivial" work, while a fifth — the milestone bullet four lines up in the
same file — had the criterion right: use one when the work has an arc. The
loudest surface won, so sessions wrapped bug fixes and one-file changes in
milestones that never meant anything.

Mandating one project shape is what rule #115 forbids: some projects are
milestone-shaped, others are a flat task list and always will be.

Now the arc test is stated ONCE in full, in writing-plans, along with what to
do when there is no arc (a task, driven by status and work-logs). The other
surfaces name it and defer:

- writing-plans/SKILL.md gains a "first decide whether this work wants a plan"
  section; its frontmatter trigger is the arc, not "non-trivial"
- using-scribe reflex #4 points at the skill instead of restating it
- server.py's Plan bullet adopts the milestone bullet's own criterion
- server.py's planning paragraph drops from 11 lines to 6: it keeps the claim
  MCP instructions should make (a plan's HOME is a milestone, not a local .md)
  and drops the how, which the skill carries
- start_planning's docstring gains the when

Also removed "call start_planning FIRST — before any brainstorming, design, or
plan-writing skill runs." That was the server asserting priority over the skill
layer. Tools describe what they do; skills decide when they apply.

The structural point outlasts the wording: a surface that restates a rule is a
surface that will eventually contradict it, and nothing checks prose against
prose.

Closes #2322.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-07-31 20:39:20 -04:00
bvandeusenandClaude Opus 5 6ca215d2b6 fix(telemetry): record a pull on get_task, closing the surfaced→pulled loop
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Closes #2245. note_usage_events recorded `surfaced` for every auto-inject menu
line regardless of kind, but `pulled` only from get_note, get_snippet and the
REST snippet route. get_task recorded nothing.

Auto-inject ranks kind-blind over a corpus that is overwhelmingly tasks and
issues, so tasks are most of what it surfaces. Measured live, "write a function
to debounce a callback in the frontend" returned three tasks and zero snippets —
all three written as surfaced, none able to record a pull.

surfaced and pulled only mean anything as a PAIR; the rate between them is what
#1038 and #2085 gate on. So the gap sat exactly where the volume is, and the
metric would have said "auto-inject surfaces things nobody opens" for its own
dominant kind — an artifact of the instrumentation, not a fact about the feature,
and one that pointed at a plausible-sounding wrong conclusion.

get_note already carried a comment stating this was meant to cover ANY note kind
precisely so tasks wouldn't look like dead weight. get_task is a separate tool in
a separate module and never got the call — sibling drift, invisible because a
missing side effect changes no return value.

Guarded by a rule-#33 contract test that asserts, by source inspection, that
every getter reachable from an auto-inject menu calls record_pulled. Source
inspection because no behavioural test can see a call that isn't there.

Not fixed here: the REST note/task detail routes still record nothing while the
REST snippet route records `rest_snippet`. That asymmetry is real, but a human
reading a note in a browser is arguably not the same event as an agent recalling
one, and collapsing them could skew the signal the other way. Raised as a
question for the retrieval survey instead of decided in passing.

Pre-fix rows under-count task pulls, one-sidedly by kind — treat them as unknown
rather than zero.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-07-30 10:35:23 -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 f7742173aa chore(plans): make kind=plan retirement consistent across MCP, REST, UI, skills
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Audit of the plugin + MCP surface after milestone-as-plan (T3): every path
that could still create a kind=plan task or describe the old plan-task model
is now aligned with the hard-retire decision.

- create_task (MCP + REST POST /api/tasks): reject kind=plan with a message
  pointing to start_planning. The 'plan' enum value stays valid so legacy
  plan-tasks remain readable; update paths never touch kind, so they round-trip.
- create_task / get_task docstrings: 'plan' dropped from creatable kinds;
  get_task's rules-augmentation noted as legacy-only (get_milestone for new plans).
- skills/writing-plans: rewritten for milestone-as-plan (body = design, steps =
  child tasks, get_milestone to read back).
- skills/using-scribe: "plans live in milestones via start_planning", not kind=plan.
- TaskEditorView Kind selector: offers Work/Issue; "Plan (legacy)" shown only
  when the loaded task is already kind=plan (display round-trip).
- test: create_task rejects kind=plan.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-14 12:31:51 -04:00
bvandeusenandClaude Opus 4.8 1f6c592226 feat(plans): milestone-as-plan-container; retire kind=plan (T3)
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The milestone becomes the plan container: a new nullable milestones.body
holds the design/intent (Goal/Approach/Verification) and individual steps
live as first-class child tasks (milestone_id) instead of checkboxes crammed
into one kind=plan task body. start_planning now creates a MILESTONE seeded
with the body template (not a kind=plan task) and returns it with applicable
rules; a new get_milestone MCP tool reads the plan back (body + steps + rules).

kind=plan is hard-retired going forward — start_planning never creates one.
The 'plan' task_kind enum value stays valid so the 11 historical plan-tasks
remain readable in place; no body-shredding backfill (corpus review showed
auto-splitting their checklists into tasks would be lossy: embedded code
blocks, a non-binary [~] state, tables, ID-encoded hierarchy).

- migration 0066: add milestones.body
- model/service/route/MCP: body passthrough on create+update; get_milestone
- server _INSTRUCTIONS: "plan" = milestone w/ body + child step-tasks
- UI: ProjectView shows/edits a milestone's plan body; start_planning expands
  the new milestone and opens its plan editor
- tests updated to the milestone contract + new body/get_milestone coverage

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-14 12:22:22 -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