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bvandeusenandClaude Opus 5.5 0f5ef0be63 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>
2026-10-22 10:50:45 -04:00
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 Opus 5 5e4fd017ae fix(mcp): list tools return rows that say what a record is, not what it says (#4061)
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list_tasks returned every row's to_dict(), body included: a project's todo list
came to 93-165k characters, past what an MCP client accepts inline, so the list
arrived as a file to page through (the #4045 failure, one call over).

- notes.brief_row: id, title, type, project, tags, updated_at; for tasks,
  status, kind, priority, milestone id and title; description, parent and due
  date only when set.
- milestones.titles_for: one query for the milestone titles a page of rows
  names.
- Brief rows on list_tasks, list_notes, get_milestone's steps, get_system and
  list_system_records. get_task / get_note / get_snippet read a record in full,
  and each docstring says so.
- tests/test_list_rows_brief.py pins the ceiling: 100 rows of ~5k-character
  step plans stay under 40k characters.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01821k5B3Ysecp9fNYs92Kuy
2026-09-15 16:07:00 -04:00
bvandeusenandClaude Opus 5 59407728e6 feat(planning): start_planning hands back the active plan that already covers the work (#4079)
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Step 4 of milestone 415 "An existing plan is found before a new one is made".
A session that could not see an existing plan made a second one beside it.
start_planning and create_milestone now ask first: an ACTIVE milestone in the
project with the same title, or one that reads as the same plan (title, design
and steps against milestone embeddings), is returned with its progress and a
pointer to create_records(milestone_id=...). Nothing is created; force=true
bypasses.

- dedup.find_matching_plan / plan_gate / plan_match_response; access-checked
  before either arm (rule 78), fail-open like the other gates.
- Done milestones never block; the semantic arm needs 200+ chars of candidate.
- kb_plan_match_threshold (default 0.90) is a setting, in the Settings view,
  and pinned against the Python default by test_settings_defaults_agree.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01821k5B3Ysecp9fNYs92Kuy
2026-09-15 13:43:18 -04:00
bvandeusenandClaude Opus 5 0bcd4b5540 feat(rules)!: retire rulebook subscriptions and per-project suppressions (#4052)
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A rule's home is its scope now: a rule in a rulebook topic is global, a rule on
a project applies to that project, and retrieval reads that directly (#4074).
A subscription had stopped changing anything a session received; a suppression
muted rules from a subscription. Operator, 2026-09-15: "we have global and
project scoped rules, we don't need the subscriptions now."

What goes, whole (rule 22):
- Migration 0101 drops project_rulebook_subscriptions, project_rule_suppressions
  and project_topic_suppressions, and strips subscribe_rulebooks (and 394's
  leftover exclude_always_on_rulebooks) from stored inception choices.
- Service, MCP and REST: subscribe/unsubscribe and the four suppress/unsuppress
  operations. The Subscribers checklist, the subscribe chips, the skip buttons
  and the Suppressed section in the rules UI.
- Inception asks two questions (design system, seed Systems). create_project and
  decide_project_inception lose subscribe_rulebooks.
- Backup v15 stops exporting the three sections; older archives still restore,
  the keys simply unread. Trash no longer hard-deletes suppression rows.

What changes meaning:
- get_applicable_rules is a project's LISTING: its own rules, plus the global
  rules tagged to an area it works in. Untagged global rules apply everywhere
  and arrive by retrieval, so they are not listed. A co_surfaces partner on a
  different project is not dragged in.
- list_rules(project_id) lists that project's own rules.
- rules_payload drops subscribed_rulebooks and suppressed_*; the handshake's
  brief form is project_rules alone.
- using-scribe's "Where a new rule goes" and inception sections, tool
  docstrings and docs say global vs project. Plugin 2026.09.15.1620.

Milestone 414 step 2.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01821k5B3Ysecp9fNYs92Kuy
2026-09-15 12:20:57 -04:00
bvandeusenandClaude Opus 5 9b2de3552f fix(mcp): project reads list milestones without their plans, and cap done ones (#4045)
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enter_project returned every milestone's full plan body. On a project with 39
milestones the handshake came to ~222k characters, 168k of them bodies (110k
from done milestones). That is past what an MCP client accepts as a tool
result, so the call meant to orient a session arrived as a file to page
through. It grows with a project's history, so any long-lived project on any
install gets there.

- brief_milestone_summary (services/milestones.py) trims summary rows to the
  listing fields: id, title, description, status, order_index and progress.
  The plan is get_milestone's job. user_id, project_id and timestamps repeat
  what the caller knows.
- enter_project and get_project share one block: every open milestone plus
  the 5 most recently updated done ones, in order. milestone_summary_omitted
  is attached only when older done ones were left out, and names
  list_milestones and get_milestone.
- list_milestones lists every milestone, done included, without bodies. It is
  the call the omitted line points to, and it had the same size problem.
- The REST project summary is unchanged; the web UI reads it.

Tests: trimming, the done cap and its order, the omitted key present and
absent, get_project and list_milestones, and a size ceiling on enter_project's
milestone block for a 200-milestone history.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01821k5B3Ysecp9fNYs92Kuy
2026-09-14 19:48:24 -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 Fable 5 bbee0d0db1 refactor(tests): one definition each for the copied fixtures and fakes (#2825, milestone 296 area 1)
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The shape ledger showed the same test scaffolding defined over and over:
_bind_user x12 (byte-identical), _dispose_engine x10 in three wordings,
_no_supersession x3, _make_mock_session x7 in three subsets, a get-or-create
User helper x2 (+3 inlined), and fifteen hand-rolled MagicMock note factories
each re-explaining the same "an auto-MagicMock attribute is truthy" hazard
(note 2109).

Now: conftest.py carries _bind_user / _dispose_engine / _no_supersession as
opt-in fixtures (pytestmark = usefixtures(...) per module, so unit tests pay
nothing), and tests/helpers.py carries make_mock_session(), ensure_user() and
fake_note(**attrs) — the hazard documented once, real values on every
attribute the product reads. Call sites were rewritten by AST so titles with
dashes and commas survived; the three SimpleNamespace _note stand-ins that
only feed a single function stay local.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-21 11:03:48 -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 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
bvandeusenandClaude Opus 4.7 6aa84002b3 refactor(mcp): drop fable_ prefix from tool names; rebrand to Scribe
MCP clients see tools namespaced by the server's local name already
(mcp__<server>__<tool>), so the fable_ prefix on every tool name was
redundant and ate tokens in the model's tool list.

Tools renamed (34 total):
  fable_search → search
  fable_list_notes / get_note / create_note / update_note / delete_note → list_notes / ...
  fable_list_tasks / get_task / create_task / update_task / add_task_log → list_tasks / ...
  fable_list_projects / get_project / create_project / update_project → list_projects / ...
  fable_list_milestones / create_milestone / update_milestone → list_milestones / ...
  fable_list_events / create_event / get_event / update_event / delete_event → list_events / ...
  fable_list_tags → list_tags
  fable_get_recent → get_recent
  fable_list_persons / create_person / update_person → list_persons / ...
  fable_list_places / create_place / update_place → list_places / ...
  fable_list_lists / create_list / update_list → list_lists / ...

Also rebranded in MCP scope:
  FastMCP("fable", ...) → FastMCP("scribe", ...)
  auth realm "fable-mcp" → "scribe-mcp"
  ASGI scope key fable_user_id → scribe_user_id
  ContextVar label fable_mcp_user_id → scribe_mcp_user_id
  Tool docstrings "in Fable" / "Fable task" → "in Scribe" / "Scribe task"
  Server _INSTRUCTIONS prose

Deliberately kept:
  - The internal Python package name `fabledassistant` (per project naming
    convention — internal stays).
  - "Fabled Scribe" as the official product/brand name (page footer,
    smtp_from_name default).
  - References to the legacy `fable-mcp/` standalone package in docstrings
    explaining what we ported from — accurate until that directory is
    deleted in Phase 10.

Client impact: existing MCP registrations need
  claude mcp remove <name> && claude mcp add ...
once with a freshly-copied snippet from Settings → MCP Access. Claude
Code then re-discovers tools on connect — old conversations that
referenced fable_* tool names will see "tool not found" on those calls
until updated.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-27 11:48:55 -04:00
bvandeusenandClaude Opus 4.7 4d6bae77b4 feat(mcp): project + milestone CRUD tools
Seven tools matching existing fable-mcp contracts:
  - fable_list/get/create/update_project (no delete; archive via status)
  - fable_list/create/update_milestone (no get; no delete)

LLM-era similarity-check / 'confirmed' guard for create_project is
NOT replicated — Claude doesn't need it. The service's auto-summary
regeneration side effect (services.projects.update_project) stays
for now; gets removed in Phase 7 along with all other LLM code.

Notable sentinels:
  - update_milestone: order_index=-1 means "leave unchanged" (0 is valid)
  - create_milestone: description="" becomes None at the service layer

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-26 20:24:07 -04:00