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FabledGrimoire/src/scribe/services/systems.py
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bvandeusenandClaude Opus 5 1fca8c2808
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feat(retrieval): a System's charter becomes an answer, not just a filter (#4251)
Step 2 of #4251. A System's `description` is a charter — several hundred words
saying what belongs in that area and what does not — and it is the answer to
"which part of this codebase does X live in". There was no semantic path to
one: `list_systems` enumerates, and `search(system_id=…)` uses a System as a
FILTER over notes. So a System could narrow a search and could never be the
answer to one, and an agent asking where a record belonged had to read every
charter or guess.

ITS OWN SEARCH, not a `content_type` over notes, for the reason note 3163
gives about milestones: the row could be shared, the search cannot. A charter
competing with the whole note corpus for one top-k is outranked by the records
filed under it — the right answer crowded out by its own contents — and "where
does this belong?" is a different question from "what prior art is there?",
which a caller asking one should not have to read past answers to.

So `system_embeddings` (0107) joins note_, rule_ and milestone_embeddings as
the fourth sibling, with `system_document`, `upsert_system_embedding`,
`semantic_search_systems`, a startup backfill and `search(content_type=
"system")`. Scoped like milestones: with a project_id, that project's Systems
if the caller can read the project (rule 78); without one, the caller's own.
Archived Systems are excluded — an archived area is one the operator has said
is no longer where things go, which is exactly the question being asked.

`system_document` is the plainest of the four shapes on purpose. A charter is
already written as the thing this search has to match, in the words someone
asking would use — so there is no trigger to synthesise as `rule_document`
must, and no second record to gather as `task_document` must. The stored
charter IS the sharp document, the way a snippet's is. `color`, `status` and
`order_index` stay out: presentation and bookkeeping, and a vector carrying
them would be answering a question nobody asks of a charter.

The search publishes `report["best_chunk"]` from the start rather than being
retrofitted, which is what #4251 asked of any fourth search. It matters more
here than anywhere: a charter runs long and a result shows its NAME, so a match
on the paragraph that actually decides where a record belongs would otherwise
be previewed by two words that cannot say.

The id that comes back is the one `system_id`, `system_ids` and
`list_system_records` already take, so the answer to "where does this belong?"
is directly usable as "show me what is there" and as "file it here".

`embed_system` sits beside `notes.embed_note` at the service for #2056's
reason — every door gets it by construction. Not called on delete: that is a
soft delete and the search joins through `System`, so the vectors are already
unreachable, and leaving them means a restore is findable again immediately.
`system_embeddings` is declared in backup's `_NOT_INCLUDED` as derived, beside
its three siblings.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01821k5B3Ysecp9fNYs92Kuy
2026-09-21 11:25:53 -04:00

391 lines
16 KiB
Python

"""System management + record<->system associations.
A System is a per-project, reusable, self-describing subsystem/area. Access is
governed by the project's permission via services/access.py (multi-user ACL
rule) — never a bare owner filter. Records (notes/tasks/issues) link to systems
many-to-many through record_systems, mutable over time.
"""
import logging
from datetime import datetime, timezone
from sqlalchemy import delete, func, select
from scribe.models import async_session
from scribe.models.note import Note
from scribe.models.system import RecordSystem, System
from scribe.services import access
from scribe.services import canonical_systems as canonical_systems_svc
logger = logging.getLogger(__name__)
def local_name_key(name: str) -> str:
"""The within-project uniqueness key: case and spacing, nothing else.
Deliberately weaker than `canonical_slug`. This one answers "is this the
same System I already have here", where the operator's own spelling is the
thing being compared; the canonical slug answers "is this the same AREA as
some other project's System", where spelling is exactly what must be
ignored.
"""
return " ".join(name.split()).lower()
async def assess_system_name(user_id: int, project_id: int, name: str) -> dict:
"""What BOTH doors must know before minting a System name (milestone 307).
Lived in the MCP tool alone until now, which is how the web UI shipped
without a gate the agent surface enforced (#2482). One service function, so
the two doors cannot answer the same question differently (rule 33).
Returns `{"duplicate": …|None, "canonical": …|None}`:
- `duplicate` — this project already has a System by that name. A hard stop
for the caller: a second one splits the area's records across two piles.
- `canonical` — the global catalog covers this area, with a `basis`.
`exact` is mechanical and safe to apply on the spot; `overlap` is a
judgment call and must be OFFERED, never applied. Neither ever blocks:
an unmatched name is a project-specific area, which is legitimate.
Fails open on both arms — a naming aid must never break a create.
"""
out: dict = {"duplicate": None, "canonical": None}
key = local_name_key(name)
if not key:
return out
try:
for existing in await list_systems(user_id, project_id, include_archived=True):
if local_name_key(existing.name) == key:
out["duplicate"] = {"id": existing.id, "name": existing.name}
return out
except Exception:
logger.debug("system name assessment: local scan failed", exc_info=True)
return out
try:
exact = await canonical_systems_svc.find_by_name(name)
if exact is not None:
out["canonical"] = {
"id": exact.id, "name": exact.name, "basis": "exact",
}
return out
# No exact hit: fall back to the same overlap scoring the review
# surface uses, so a create-time offer and a later proposal never
# disagree about which area a name resembles.
near = await canonical_systems_svc.best_overlap(name)
if near is not None:
out["canonical"] = near
except Exception:
logger.debug("system name assessment: catalog lookup failed", exc_info=True)
return out
async def standard_systems() -> list[tuple[str, str]]:
"""The standard cross-project vocabulary (#2798) as (name, charter) pairs.
Reads the GLOBAL canonical catalog (milestone 307). This was a tuple
constant in this module until the catalog became a table: a constant
cannot be a foreign key, so nothing outside a project could reference an
area, and the list only ever applied on the inception-seed path — which is
how three spellings of "CI & Release" reached one instance anyway.
"""
return [(entry.name, entry.description or "") for entry in
await canonical_systems_svc.list_canonical_systems()]
async def seed_standard_systems(user_id: int, project_id: int) -> list[System]:
"""Mint the standard starter set for a project that has NO Systems yet
(milestone 297). Idempotent: a project with any System — the vocabulary
already started, standard or not — gets nothing; the duplicate gate and
the project's own judgment take it from there. [] without write access.
Seeded Systems are mapped to their catalog entry as they are created, so a
project born this way needs no reconciliation pass later."""
if await list_systems(user_id, project_id, include_archived=True):
return []
out: list[System] = []
for index, entry in enumerate(await canonical_systems_svc.list_canonical_systems()):
system = await create_system(
user_id, project_id, entry.name, description=entry.description,
order_index=index, canonical_id=entry.id,
)
if system is None:
break
out.append(system)
return out
def embed_system(system) -> None:
"""Refresh a System's charter vectors, fire-and-forget (#4251).
The twin of `notes.embed_note`, and here for the same reason (#2056): at
the service, so every door gets it by construction rather than each route
and tool remembering. A charter edited through one door and not another
would stay findable by what it used to say, and nothing would report it.
Not called on delete. `delete_system` is a SOFT delete and the search joins
through `System`, so a deleted System's vectors are already unreachable —
and leaving them means a restore is findable again immediately instead of
waiting for the next startup backfill.
Import is lazy so importing this module doesn't pull in the embedding
model; a missing event loop (unit tests, scripts) is ordinary, not an
error; exceptions are swallowed because a System that saved must not fail
on its index refresh.
"""
try:
import asyncio
from scribe.services.embeddings import upsert_system_embedding
asyncio.create_task(
upsert_system_embedding(system.id, system.name, system.description)
)
except RuntimeError:
pass # no running loop — a sync caller, not a failure
except Exception: # noqa: BLE001 - never let indexing break a write
logger.exception("embedding refresh failed for system %s", system.id)
async def create_system(
user_id: int,
project_id: int,
name: str,
description: str | None = None,
color: str | None = None,
order_index: int = 0,
canonical_id: int | None = None,
) -> System | None:
"""Create a System. None if the user can't write the project.
`canonical_id` maps the new System onto the global catalog; leaving it None
is fine — an unmapped System is fully usable, and the mapping can be
proposed later (services/canonical_systems.propose_mappings).
"""
if not await access.can_write_project(user_id, project_id):
return None
async with async_session() as session:
system = System(
user_id=user_id,
project_id=project_id,
name=name.strip(),
description=description,
color=color,
order_index=order_index,
canonical_id=canonical_id,
)
session.add(system)
await session.commit()
await session.refresh(system)
embed_system(system)
return system
async def get_system(user_id: int, system_id: int) -> System | None:
"""Fetch a System if the user can read its project."""
async with async_session() as session:
system = await session.get(System, system_id)
if system is None or system.deleted_at is not None:
return None
if not await access.can_read_project(user_id, system.project_id):
return None
return system
async def list_systems(
user_id: int, project_id: int, include_archived: bool = False
) -> list[System]:
"""A project's systems (active by default). [] if no read access."""
if not await access.can_read_project(user_id, project_id):
return []
async with async_session() as session:
query = select(System).where(
System.project_id == project_id,
System.deleted_at.is_(None),
)
if not include_archived:
query = query.where(System.status == "active")
query = query.order_by(System.order_index.asc(), System.created_at.asc())
result = await session.execute(query)
return list(result.scalars().all())
async def update_system(user_id: int, system_id: int, **fields: object) -> System | None:
"""Update a System if the user can write its project."""
# canonical_id is deliberately NOT settable here: canonical_systems.
# set_system_canonical is its single writer, because it also validates the
# catalog entry is live. Two entry points onto one column is the drift this
# table exists to end.
allowed = {"name", "description", "color", "status", "order_index"}
async with async_session() as session:
system = await session.get(System, system_id)
if system is None or system.deleted_at is not None:
return None
if not await access.can_write_project(user_id, system.project_id):
return None
for key, value in fields.items():
if key in allowed and value is not None:
setattr(system, key, value)
system.updated_at = datetime.now(timezone.utc)
await session.commit()
await session.refresh(system)
embed_system(system)
return system
async def archive_system(user_id: int, system_id: int) -> System | None:
return await update_system(user_id, system_id, status="archived")
async def delete_system(user_id: int, system_id: int) -> bool:
"""Soft-delete a System (recoverable). Requires project write access."""
async with async_session() as session:
system = await session.get(System, system_id)
if system is None or system.deleted_at is not None:
return False
if not await access.can_write_project(user_id, system.project_id):
return False
system.deleted_at = datetime.now(timezone.utc)
await session.commit()
return True
# --- record <-> system associations (many-to-many, mutable) ---
async def set_record_systems(
user_id: int, note_id: int, system_ids: list[int]
) -> list[int] | None:
"""Replace a record's system associations with `system_ids` (set semantics).
Returns the resulting associated system ids, or None if the user can't write
the record. Silently drops ids that don't exist or the user can't read —
associations only link accessible systems.
"""
if not await access.can_write_note(user_id, note_id):
return None
async with async_session() as session:
wanted: list[int] = []
for sid in dict.fromkeys(system_ids): # de-dup, preserve order
system = await session.get(System, sid)
if system is None or system.deleted_at is not None:
continue
if not await access.can_read_project(user_id, system.project_id):
continue
wanted.append(sid)
existing = set(
(
await session.execute(
select(RecordSystem.system_id).where(RecordSystem.note_id == note_id)
)
).scalars().all()
)
wanted_set = set(wanted)
to_remove = existing - wanted_set
if to_remove:
await session.execute(
delete(RecordSystem).where(
RecordSystem.note_id == note_id,
RecordSystem.system_id.in_(to_remove),
)
)
for sid in wanted:
if sid not in existing:
session.add(RecordSystem(note_id=note_id, system_id=sid))
await session.commit()
return wanted
async def list_record_systems(user_id: int, note_id: int) -> list[System]:
"""Systems associated with a record (if the user can read it)."""
if not await access.can_read_note(user_id, note_id):
return []
async with async_session() as session:
result = await session.execute(
select(System)
.join(RecordSystem, RecordSystem.system_id == System.id)
.where(RecordSystem.note_id == note_id, System.deleted_at.is_(None))
.order_by(System.order_index.asc(), System.name.asc())
)
return list(result.scalars().all())
async def list_records_for_system(
user_id: int, system_id: int, kind: str | None = None, open_only: bool = False
) -> list[Note]:
"""Records associated with a System. `kind` filters task_kind (e.g. 'issue');
`open_only` limits to tasks not done/cancelled. [] if no read access."""
system = await get_system(user_id, system_id)
if system is None:
return []
async with async_session() as session:
query = (
select(Note)
.join(RecordSystem, RecordSystem.note_id == Note.id)
.where(RecordSystem.system_id == system_id, Note.deleted_at.is_(None))
)
if kind:
query = query.where(Note.task_kind == kind)
if open_only:
query = query.where(Note.status.not_in(["done", "cancelled"]))
query = query.order_by(Note.updated_at.desc())
result = await session.execute(query)
return list(result.scalars().all())
async def count_open_issues(user_id: int, project_id: int) -> int:
"""Count open (not done/cancelled) issues in a project. 0 if no read access."""
if not await access.can_read_project(user_id, project_id):
return 0
async with async_session() as session:
result = await session.execute(
select(func.count(Note.id)).where(
Note.project_id == project_id,
Note.task_kind == "issue",
Note.status.isnot(None),
Note.status.not_in(["done", "cancelled"]),
Note.deleted_at.is_(None),
)
)
return int(result.scalar() or 0)
async def open_issue_counts_by_system(user_id: int, project_id: int) -> dict[int, int]:
"""{system_id: open-issue count} for all systems in a project, in one query.
{} if no read access."""
if not await access.can_read_project(user_id, project_id):
return {}
async with async_session() as session:
rows = await session.execute(
select(RecordSystem.system_id, func.count(Note.id))
.join(Note, Note.id == RecordSystem.note_id)
.join(System, System.id == RecordSystem.system_id)
.where(
System.project_id == project_id,
Note.task_kind == "issue",
Note.status.isnot(None),
Note.status.not_in(["done", "cancelled"]),
Note.deleted_at.is_(None),
)
.group_by(RecordSystem.system_id)
)
return {sid: cnt for sid, cnt in rows.fetchall()}
async def list_issues(user_id: int, project_id: int, open_only: bool = True) -> list[Note]:
"""Issues in a project (open by default), newest first. [] if no read access."""
if not await access.can_read_project(user_id, project_id):
return []
async with async_session() as session:
query = select(Note).where(
Note.project_id == project_id,
Note.task_kind == "issue",
Note.status.isnot(None),
Note.deleted_at.is_(None),
)
if open_only:
query = query.where(Note.status.not_in(["done", "cancelled"]))
query = query.order_by(Note.updated_at.desc())
result = await session.execute(query)
return list(result.scalars().all())