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FabledGrimoire/tests/test_retrieval_scopes.py
bvandeusenandClaude Opus 5.5 0f5ef0be63
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rename(547): the server is grimoire — package, image, DB defaults, backups
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

222 lines
9.6 KiB
Python

"""Every retrieval path must declare the right visibility scope.
`semantic_search_notes` serves three different kinds of act, and the correct
scope differs for each. Getting one wrong is silent — the code still works, it
just sees too much or too little — so each caller is pinned here:
explicit search → "read" the caller asked; reach everything they may read
auto-injection → "browse" nobody asked; never a one-to-one shared record
near-duplicate → "own" a verdict that blocks a write can't hinge on
someone else's notes
The keyword and semantic halves of one hybrid search must also agree, or a
shared record would be findable by wording and invisible by meaning.
"""
from unittest.mock import AsyncMock, MagicMock, patch
import pytest
from tests.helpers import fake_note, make_mock_session
pytestmark = pytest.mark.usefixtures("_no_supersession")
@pytest.fixture
def spy():
"""Patch semantic_search_notes everywhere it's imported and capture kwargs."""
mock = AsyncMock(return_value=[])
targets = [
"grimoire.services.embeddings.semantic_search_notes",
"grimoire.services.plugin_context.semantic_search_notes",
"grimoire.mcp.tools.search.semantic_search_notes",
"grimoire.routes.search.semantic_search_notes",
]
patches = [patch(t, mock) for t in targets]
for p in patches:
p.start()
yield mock
for p in patches:
p.stop()
@pytest.mark.asyncio
async def test_mcp_search_uses_read_scope(spy):
from grimoire.mcp._context import _user_id_ctx
token = _user_id_ctx.set(7)
try:
with patch("grimoire.services.retrieval_telemetry.record_retrieval", MagicMock()):
from grimoire.mcp.tools.search import search
await search(q="debounce")
finally:
_user_id_ctx.reset(token)
assert spy.await_args.kwargs["scope"] == "read"
@pytest.mark.asyncio
async def test_auto_inject_uses_browse_scope(spy):
"""The one retrieval nobody requested. A record shared one-to-one with the
operator must never arrive this way."""
from grimoire.services import plugin_context
with patch.object(plugin_context, "get_autoinject_config",
AsyncMock(return_value={"enabled": True, "threshold": 0.55,
"top_k": 5})), \
patch.object(plugin_context, "record_retrieval", MagicMock()):
await plugin_context.build_autoinject_hint(7, "how do I debounce")
assert spy.await_args.kwargs["scope"] == "browse"
@pytest.mark.asyncio
async def test_dedup_gate_uses_own_scope(spy):
"""An empty title skips the title signal and goes straight to the semantic
one — no session needed. The gate blocks a create and tells the caller to
update the match instead, so matching another user's record would refuse
their write and point them at something they may not be able to edit."""
from grimoire.services import dedup
await dedup.find_duplicate_note(
7, "", body="x" * 400, project_id=None, is_task=False,
)
assert spy.await_args.kwargs["scope"] == "own"
@pytest.mark.asyncio
async def test_hybrid_search_halves_agree_on_scope():
"""The keyword half and the semantic half of one search must see equally."""
from grimoire.services import knowledge
captured: dict[str, object] = {}
async def fake_semantic(**kwargs):
captured["scope"] = kwargs.get("scope")
return []
from grimoire.models.note import Note
with patch("grimoire.services.embeddings.semantic_search_notes",
AsyncMock(side_effect=fake_semantic)), \
patch.object(knowledge, "readable_notes_clause",
MagicMock(return_value=(Note.user_id == 7))) as read_clause, \
patch.object(knowledge, "async_session") as sess:
session = make_mock_session()
result = MagicMock()
result.scalars.return_value.all.return_value = []
session.execute = AsyncMock(return_value=result)
sess.return_value = session
await knowledge.query_knowledge(
user_id=7, note_type=None, tags=[], sort="modified",
q="debounce", limit=10, offset=0,
)
# Keyword half took the read scope...
read_clause.assert_called_once_with(7)
# ...and so did the semantic half.
assert captured["scope"] == "read"
@pytest.mark.asyncio
async def test_injected_menu_attributes_another_users_note():
"""Auto-inject can surface a collaborator's note via a shared project. The
menu line is the only provenance the agent sees, so it has to name them."""
from grimoire.services import plugin_context
mine, theirs = fake_note(id=1, title="Mine", user_id=7), fake_note(id=2, title="Theirs", user_id=9)
with patch.object(plugin_context, "semantic_search_notes",
AsyncMock(return_value=[(0.9, theirs), (0.88, mine)])), \
patch.object(plugin_context, "get_autoinject_config",
AsyncMock(return_value={"enabled": True, "threshold": 0.5,
"top_k": 5})), \
patch.object(plugin_context, "record_retrieval", MagicMock()), \
patch.object(plugin_context, "owner_names_for",
AsyncMock(return_value={9: "alex"})):
out = await plugin_context.build_autoinject_hint(7, "anything")
lines = out["context"].splitlines()
theirs_line = next(ln for ln in lines if "#2" in ln)
mine_line = next(ln for ln in lines if "#1" in ln)
assert "shared by alex" in theirs_line
assert "suggestion" in theirs_line
# The operator's own note stays unadorned — absence of a marker is the signal.
assert "shared by" not in mine_line
@pytest.mark.asyncio
async def test_injected_menu_labels_the_record_kind():
"""Every injected line renders the same shape, so without a kind marker a
recorded snippet is indistinguishable from a stray dev-log — exactly where
prior art most needs to stand out."""
from grimoire.services import plugin_context
hits = [
(0.92, fake_note(id=1, title="debounce — rate-limit a callback", note_type="snippet")),
(0.91, fake_note(id=2, title="Release checklist", note_type="process")),
(0.90, fake_note(id=3, title="Auth token expiry", is_task=True,
task_kind="issue", status="todo")),
(0.89, fake_note(id=4, title="Ship the drafter", is_task=True,
status="done")),
(0.88, fake_note(id=5, title="Why we dropped CalDAV")),
]
with patch.object(plugin_context, "semantic_search_notes",
AsyncMock(return_value=hits)), \
patch.object(plugin_context, "get_autoinject_config",
AsyncMock(return_value={"enabled": True, "threshold": 0.5,
"top_k": 5})), \
patch.object(plugin_context, "record_retrieval", MagicMock()):
out = await plugin_context.build_autoinject_hint(7, "anything")
lines = out["context"].splitlines()
by_id = {n: next(ln for ln in lines if f"#{n} " in ln) for n in (1, 2, 3, 4, 5)}
assert "[snippet]" in by_id[1]
assert "[process]" in by_id[2]
# Task-ness wins over note_type, and an issue says so rather than "task".
# A task also carries its status: #4 is DONE, and a line that says only
# "[task]" lets a finished step be cited as an open one.
assert "[issue (todo)]" in by_id[3]
assert "[task (done)]" in by_id[4]
assert "[note]" in by_id[5]
# Still title-first: the marker is metadata, not an excuse to carry bodies.
assert "body" not in out["context"]
# The header can't claim they're all notes when the markers say otherwise.
assert "Grimoire records" in lines[0]
def test_list_shaped_services_use_the_shared_visibility_clause():
"""Every service that LISTS notes must declare its reach through
notes_visibility_clause / browsable_notes_clause — never a bare owner
filter.
Source inspection, because this is the shape no behavioural test catches:
an owner-only list returns correct-looking rows and simply omits the shared
ones, which is how list_notes shipped owner-only for months while
query_knowledge beside it was deliberately browse-scoped. A task in a
shared project was invisible in list_tasks, enter_project and the web UI
while the same project's notes appeared.
"""
import ast
import inspect
import textwrap
from grimoire.services import knowledge, notes
for fn, label in ((notes.list_notes, "notes.list_notes"),
(knowledge.query_knowledge, "knowledge.query_knowledge")):
source = textwrap.dedent(inspect.getsource(fn))
assert (
"notes_visibility_clause" in source
or "browsable_notes_clause" in source
), (
f"{label} does not reference a shared visibility clause — a bare "
f"owner filter silently hides shared-project records"
)
# And it must not ALSO carry a bare owner filter on the main query,
# which would quietly re-narrow whatever the clause granted.
tree = ast.parse(source)
for node in ast.walk(tree):
if (isinstance(node, ast.Compare)
and isinstance(node.left, ast.Attribute)
and node.left.attr == "user_id"
and isinstance(node.left.value, ast.Name)
and node.left.value.id == "Note"):
raise AssertionError(
f"{label} compares Note.user_id directly — reach must come "
f"from the shared clause, not a bare owner filter"
)