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bvandeusenandClaude Opus 5.5 914f31359c docs(6209): the remaining test files — lessons, reply moment and shape, retrieval specs and scopes, rule doors and judgments, services, snippets, search scope; five tests renamed to their property
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Docstrings, section headers and assertion messages drop the record number,
milestone or step that introduced the behaviour, and incident accounts are
restated as the present-tense failure shape. A dead pointer to a design doc
that is not in the repo is removed.

Renamed to the property they check:
  test_the_old_shape_would_be_caught -> test_a_rank_then_scope_query_is_caught
  test_a_ledger_repeat_no_longer_produces_that_case_at_all -> test_a_ledger_repeat_is_counted_not_withheld
  test_the_header_no_longer_promises_once_per_session -> test_the_header_explains_the_seen_marker
  test_the_portal_case_no_longer_stamps_one_canon_onto_a_whole_file -> test_one_canon_is_not_stamped_onto_a_whole_file
  test_the_repos_own_prose_no_longer_defines_with -> test_the_repos_own_prose_does_not_define_with
  test_the_original_regression_create_note_with_content -> test_the_real_server_refuses_content_on_create_note

Fixture and example ids stay: "note 5" in a supersession chain, "rule 156"
in an illustrative question, `#2275` as the hex-versus-citation case,
`#3244` as the example of a bare number, fixed dates in date-filter tests.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-21 21:44:58 -04:00
bvandeusenandClaude Fable 5 77bb3729a3 refactor(tests): per-model fakes, FakeMCP and session mocks come from tests/helpers (#2825, milestone 296 area 1, batch 2)
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Second pass over the tests/ ledger after bbee0d0. fake_record(**attrs) is the
one MagicMock-with-real-attributes builder (to_dict mirrors them; the
note-2109 hazard documented once); fake_note/fake_task/fake_snippet/
fake_project/fake_milestone/fake_system/fake_rulebook/fake_topic/fake_rule
carry each model's ordinary defaults on top of it, replacing 14 per-file
factories (two rulebook trios in tool-vs-service wordings, _fake_task, _fake_ms,
_fake_project, _plan_note, _fake_snippet, two _snippet adapters now one-liners
over fake_snippet). FakeMCP replaces the five closure-over-a-list registrar
fakes (+ _Recorder); loc() and design_token_stub() replace the paired _loc /
_token / _T stand-ins; every hand-built async_session mock (9 helper defs and
14 inline copies) now starts from make_mock_session(). Call sites rewritten by
AST with each file's former defaults made explicit, so behaviour is unchanged.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-21 11:13:17 -04:00
bvandeusenandClaude Opus 5 5c51e29f26 fix(embeddings): embed in the service, so every caller gets it (#2056)
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A note or task created through MCP was not semantically searchable until the
next restart's backfill ran. Embedding fired at the five REST route handlers
and nowhere else; the MCP tools call the service directly, so they skipped it.

The shape of this bug is the reason to care: it is invisible on an instance
that redeploys constantly (this one does, per rule 46) and permanent on one
that doesn't. Rule 115 — the product has to stand up for the install that
restarts twice a year, not just for the one that restarts hourly.

Moved to services/notes.embed_note(), called from create_note and update_note,
and deleted from all five routes. Every caller — REST, MCP, recurrence,
snippets — now gets it by construction rather than by remembering.

Two things fall out of having one implementation instead of six:

- It uses note.user_id, the OWNER. The routes were inconsistent: some passed
  the caller's uid, some the owner's. On a shared record the caller's id mints
  a second embedding row that nothing reads.
- services/snippets.py's _embed_snippet existed only because snippets are
  created via MCP and the routes couldn't cover them. Every one of its four
  call sites goes through notes_svc, so the helper and its four calls are gone,
  along with the eight test patches that existed to neutralise it.

RuntimeError (no running loop — unit tests, scripts) and any indexing failure
are both swallowed: a write that succeeded must not be failed by its index.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-07-31 22:46:57 -04:00
bvandeusenandClaude Opus 5 cca40affe4 feat(snippets): add notes.data JSONB — the indexed mirror of snippet fields
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Milestone #232 step 1 (task #2081). Takes the enabler first rather than the
write-path trigger: reverse lookup, drift checks and the duplicate finder all
need to QUERY structured fields, and building them on body-regex first means
writing them twice.

#227 deferred this bag "unless body-convention ergonomics prove insufficient" —
answering "which snippets live in this file?" by scanning every snippet and
regexing its body is that condition being met.

Migration 0070 adds `notes.data` (nullable JSONB) + a GIN index. The body is
UNCHANGED and still what gets embedded and read by humans; `data` mirrors the
same facts in a shape Postgres can index. Code is deliberately not copied into
it — the body holds it, and duplicating a blob into the column we index around
would be waste.

- compose_data() builds the mirror, omitting empties so the column stays sparse
- snippet_fields() prefers `data`, falling back to parsing the body. Rows written
  before 0070 have no `data` and are never backfilled, so a hand-edited body
  stays authoritative for them with no conversion deadline
- create / update / merge all write body and mirror from the same merged field
  set, so the two can't drift; merge in particular has to grow the mirror with
  the survivor's location set or a merged snippet would be unfindable at the very
  call sites the merge just recorded

Named `data`, not `metadata`, because that collides with SQLAlchemy's declarative
Base.metadata — which is why the pre-0069 model had to map an awkward
`entity_metadata` attribute. Not a revival of the column 0069 dropped: different
name, different purpose, nothing reads the old shape.

Two test fakes needed an explicit `data = None`: snippet_fields prefers `data`
when truthy and an auto-MagicMock attribute is truthy, so every parsed field
would have come back a MagicMock. Checked every fake reaching snippet code this
time rather than waiting for CI (note 2109).

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01RLwAaV4DQEmVyn496HnEvt
2026-07-26 18:25:55 -04:00
bvandeusenandClaude Opus 5 3ffdbbc521 fix(acl): align MCP writes with the share model — editor edits, viewer doesn't
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Option B, per the operator. Closes the last inconsistency from the ACL work.

The agent path had drifted into an indefensible position: delete_snippet honoured
editor shares (I made it share-aware so widening the read wouldn't let a VIEWER
trash things) while update_snippet still resolved through the owner-only
notes.get_note. So through an agent you could destroy a colleague's snippet but
not improve it — and the refusal claimed "not found" for a record you could
plainly open.

Now update_snippet, merge_snippets and update_process all resolve the read scope
and then require can_write_note, matching the REST routes and the sharing UI's
own promise that viewer / editor / admin are distinct grants. A viewer grant is
refused with the actual reason ("shared with you read-only — ask its owner for
edit access, or record your own version"), because not-found would send an agent
hunting for a missing id instead of recording its own copy.

Authorised writes are performed as the OWNER, since the underlying note update is
owner-scoped and a shared editor's own id would match nothing.

Merge additionally requires each source to share the TARGET'S owner and to be
writable by the caller — merging trashes the source, so read access isn't enough,
and cross-owner merge stays out of scope (#231). Sources failing either test are
skipped rather than half-merged.

A record the caller cannot read at all still returns not-found rather than
forbidden, so the error can't be used to confirm that an id exists.

Also fixed _fake_snippet's missing user_id proactively — the same
auto-MagicMock-reads-as-foreign trap that broke CI twice (see note 2109).

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01RLwAaV4DQEmVyn496HnEvt
2026-07-26 00:04:48 -04:00