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bvandeusenandClaude Opus 5 cd9aa87aa4 feat(rules): tier 1 preloads, tier 2 arrives by area — and a split rule can no longer be read half-way (#3031, milestone 307 step 5)
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The payoff step: a rule stops having to be resident to be honoured.

- list_always_on_rules returns the ALWAYS-ON tier only. It is the session-start
  call, made before any project is in scope, so there is no area vocabulary to
  match a conditional rule against yet.
- get_applicable_rules carries a conditional rule when the project works in an
  area the rule is tagged to — resolved through systems.canonical_id, so the
  project's own NAME for the area is irrelevant, which is the entire reason the
  catalog exists. The gate is applied IN SQL, so `limit` counts rules that will
  actually surface rather than rules about to be dropped.
- Bindingness is a deterministic TAG match, never a similarity score (D7). The
  vector channel stays a suggestion, in search.

co_surfaced_partners is the fix that rule 144 never had. It was split off rule
46 and folded back the same day because "either rule could surface without the
other and miss exposing a project to what the entire shape is intended to be" —
correct, and merging was the only remedy available. Now a partner ARRIVES with
its other half even when nothing else selected it, tagged `via: co_surfaces` so
the payload says why. Two limits, both deliberate: only rules the caller owns,
because an edge is not a back door into someone else's rulebook; and a
project's suppressions are passed as exclusions, because an explicit mute is a
decision and an edge does not outrank it.

COMPATIBILITY, asserted first in the integration test rather than reasoned
about: a rule with no tier, no areas and no edges binds exactly as it did
before any of this existed. `tier` defaults to always_on, so an install
upgrades and every rule it already had keeps arriving. Getting that backwards
would silently stop enforcing rules people rely on, which is worse than any
amount of payload bloat.

Four unit tests were coupled to the ORDER of a mocked session's execute()
calls, so a new query broke them. Rather than pad the sequence and deepen that
coupling, the three post-query lookups are stubbed by name — they have their
own coverage, and the real wiring is proven against Postgres.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-26 15:10:41 -04:00
bvandeusenandClaude Opus 5 ffb7a0fe38 feat(rules): both doors carry the trigger, the tier, the areas and the edges (#3029, milestone 307 step 3, surfaces)
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MCP and REST both gain when_to_apply / tier / system_ids / arose_from_id on
create and update, plus relate_rules / unrelate_rules for the typed edges, and
get_rule now returns a rule's areas and relations alongside it.

rule_detail() is a SERVICE function, not one per door. It started as a copy in
each — identical, and the prior-art hook flagged it immediately, which is the
same lesson rules_payload (#2858) already recorded: a second copy drifts. Both
doors call the one seam, so create, update and get cannot disagree about what a
rule looks like coming back.

The authoring guidance lands in create_rule's docstring rather than in a rule,
per rule 119 as the operator described it: this is behaviour every instance
should inherit, not one operator's preference. It states the test —

  ONE RULE = ONE THING YOU COULD VIOLATE. Rules that FAIL TOGETHER get linked
  with relate_rules(kind="co_surfaces"), never merged into one row.

— and names why merging loses: a merged rule cannot be cited, surfaced or
suppressed a clause at a time, and it grows without limit because adding to it
is always cheaper than adding a rule. create_project_rule says the same about
"overrides", which is what FabledCurator's 85/86 should have been instead of
near-copies that drift from their parent.

The tier arg carries the test itself: can you name the trigger WITHOUT naming a
system, an artifact type or a moment? If the honest answer is "whenever you are
working", it is always_on.

Tests: the applicable-rules cases fabricated raw tuples matching the old column
lists, so they move to the entity shape via fake_rule; new cases pin rule_brief
(a DATE not a stamp, the depth left to get_rule, no null keys) and that an
unknown tier falls back to BINDING. fake_rule gains when_to_apply / tier /
arose_from_id for the note-2109 reason the helper exists: unnamed, they would
be truthy MagicMocks. The tool tests stub the new rule_detail seam — they are
about argument forwarding and have no database.

The module header's "Sixteen tools" had been wrong for two milestones; the
registration count test is what actually catches that, so the header now says
so instead of carrying a number.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-26 14:17:41 -04:00
bvandeusenandClaude Fable 5 ff5f6438c4 feat(inception): always-on exclusions reach every rule surface — list_always_on_rules(project_id), get_applicable_rules, rules_payload.excluded_always_on, session context, exclude/include tools (#2880, milestone 297 step 2)
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A project that opted out of an always-on rulebook at inception must not see
it anywhere: list_always_on_rules(project_id=) and the subscription-derived
set skip it (an exclusion is total), get_applicable_rules / rules_payload
carry `excluded_always_on` as the seventh key so the departure is visible
wherever the rules are, and the SessionStart block built for a bound project
names it ("Excluded for this project by its inception decision …"). MCP:
list_always_on_rules takes project_id; exclude_always_on_rulebook /
include_always_on_rulebook mirror suppress/unsuppress (owner-only; the
rulebook must be always_on — subscribed rulebooks are left by unsubscribing).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-21 22:00:50 -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 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
bvandeusen 473280e690 chore(design-systems): stop teaching one install's kit in product copy
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The operator's check: this must be a system for managing design systems, not one
with the FabledSword family built into it.

No LOGIC was coupled — the audit found zero behavioural dependencies. But every
docstring example, every UI placeholder and several comments named this install's
palette, so a stranger creating their first design system was shown
"FabledSword" as the expected shape and `--fs-obsidian` as the expected token.
Examples teach, and these taught the wrong thing.

Placeholders now describe the SHAPE ("Your house style", "--surface-page")
rather than naming one instance's contents, and the token-name placeholder now
says the thing worth saying: name it for its purpose, because `--obsidian` and
`--button-bg` both stop being true the moment the value or the element changes.

Not fixed here, and it is the one real coupling left: DesignView.vue hardcodes
rule 65's button variants and rule 60's type scale as literal arrays, so a
stranger's Design page would display this family's specs. Those arrays exist
because there was no design system to read from — which there now is. They go
when the panel is repointed (#2295), not before.

Scribe's own stylesheet comments ("Moss action-primary per Hybrid") are left
alone: that is the app CONSUMING the family style, which is what dogfooding
looks like, not the tool assuming it.
2026-07-31 10:18:53 -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 50b6902fe2 docs(mcp): encode rule-scope model in rulebook tool descriptions
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Make the always-on / subscribed / project-rule distinction explicit at the
authoring surface so it can't silently regress (for this operator or other
users). Previously the tools said only 'cross-project rulebook rule' and a
bare 'subscribe a project' — nothing steered project-specific detail away
from shared rulebooks, which is how a Scribe-pinned rule ends up binding
every family project.

Principle encoded in 5 places: a rule's home is chosen by WHO it should bind,
and both rulebook tiers are SHARED so their rules stay general — they differ
in reach (all projects vs opt-in by theme), not generality. Project-specific
detail goes in create_project_rule.

- server.py MCP instructions: add the 3-tier authoring principle
- create_rule / create_rulebook / create_project_rule / subscribe_* docstrings
- using-scribe SKILL.md: a 'Where a new rule goes' note for the pull path

Refs #755

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-10 10:15:01 -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