feat(family): family canon reaches the session - entry readout, retrieval reach, skill, report cue (milestone 463 step 6, #4992)

- enter_project carries a `family` key, but only when the project has
  something to answer: counts of unassessed, owed and to-recheck answers,
  each with the list_family_adoptions call that lists it. It shows on every
  entry, never by platform touch: entry is when work is chosen, and an
  unanswered idea is otherwise invisible.
- Retrieval: a widened project search (include_global_kinds) now also
  reaches the canon ideas on the project's platforms. It also reaches their
  references in the project's languages, or all of them when none matches.
  An off-platform project gets none, and the plain project filter (the
  duplicate gate) is unchanged.
- Closing a task returns `family_owed`, the owed answers filed while it was
  open, and the report cue asks for them to be named.
- New plugin skill family-canon (moment work.record) covers when to
  evaluate a promotion, answering in order, what counts as a reason, the
  precedent reflex and the conflict order. _INSTRUCTIONS, create_note,
  create_snippet, classify_shapes and reporting-back point at it.
  The plugin version is minted.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

src/scribe/mcp/server.py

@@ -43,13 +43,12 @@ from quart import Quart
 # decision #4027 and the notes it supersedes.
 _INSTRUCTIONS = """
 Scribe is the operator's system of record, and yours: recall before acting,
-record as you go, keep one copy here, not in local memory files. Each
-practice is stated in full in the using-scribe skill and each tool's
-description.
+record as you go, keep one copy here, not in local memory. Each
+practice is stated in full in a skill or a tool's description.
 
-- Start with enter_project(id): the project, open work, Systems and design
-  system. An `inception` key: ask what it inherits, then
-  decide_project_inception.
+- Start with enter_project(id): the project, open work, Systems, design
+  system. `inception`: ask what it inherits, then decide_project_inception.
+  `family`: shared ideas to answer (family-canon skill).
 - Rules are not preloaded; one arrives when your work matches it or reaches
   a moment it is mounted on (list_moments; mount rules about WHEN). Before a
   consequential act, what_might_apply("what you are about to do");
@@ -65,8 +64,8 @@ description.
   (search(content_type="milestone")) before start_planning.
 - IDs exist only once a create returns them; records citing each other go
   through create_records, writing {{ref:N}} for the Nth.
-- In UI work the project's design system binds: resolve_design_system before
-  hand-writing a value.
+- In UI work the design system binds: resolve_design_system before
+  writing a value.
 
 Creates are duplicate-gated: a near-match returns the existing id to update.
 shared:true records are another user's suggestion, not settled practice.

src/scribe/mcp/tools/notes.py

@@ -204,7 +204,10 @@ async def create_note(
     "existing_id": ..., "message": ...} and nothing is created. A tagged
     record shows its `systems`; created untagged in a project, the response
     carries the `systems_hint` question instead — answer it: tag the record,
-    create the missing System, or deliberately leave it untagged.
+    create the missing System, or deliberately leave it untagged. A
+    `family_hint` means the note may carry an idea every project on a shared
+    platform will need, and an evaluation was opened — the family-canon skill
+    says how to judge it.
     """
     uid = current_user_id()
     await refuse_guessed_ids(title, body)

src/scribe/mcp/tools/projects.py

@@ -16,10 +16,13 @@ keeps working.
 """
 from __future__ import annotations
 
+import logging
+
 from scribe.mcp._context import current_user_id
 from scribe.mcp.tools import systems as systems_tools
 from scribe.services import coverage as coverage_svc
 from scribe.services import design_systems as design_systems_svc
+from scribe.services import family_adoption as family_adoption_svc
 from scribe.services import inception as inception_svc
 from scribe.services import milestones as milestones_svc
 from scribe.services import notes as notes_svc
@@ -31,6 +34,8 @@ from scribe.services import trash as trash_svc
 from scribe.services.background import spawn
 from scribe.services.note_usage import record_surfaced
 
+logger = logging.getLogger(__name__)
+
 
 async def list_projects() -> dict:
     """List all Scribe projects for the current user.
@@ -70,8 +75,8 @@ async def enter_project(project_id: int) -> dict:
     Returns a dict with keys: project, milestone_summary, open_tasks, systems,
     design_system, project_rules, pattern_coverage —
     plus unplanned_milestones, milestone_summary_omitted,
-    unplanned_milestones_omitted, inception and systems_bootstrap, each
-    present only when it applies (see below).
+    unplanned_milestones_omitted, family, inception and systems_bootstrap,
+    each present only when it applies (see below).
 
     `project` is id, title, status and the full goal. get_project has the
     whole record.
@@ -132,6 +137,14 @@ async def enter_project(project_id: int) -> dict:
     family ideas reach this project. An empty list on a project that plainly
     ships something is worth correcting with set_project_platforms.
 
+    `family` (milestone 463) appears ONLY when this project has family canon
+    to answer: how many canon ideas on its platforms are `unassessed`, how
+    many it `owed`s, and how many answers were given against an older canon
+    version (`needs_recheck`) — each with the list_family_adoptions call that
+    lists them. Answer an unassessed idea when your work reaches its area
+    (get_family_adoption, then assess_family_adoption, or classify the code
+    against it); the family-canon skill has the order.
+
     `inception` (milestone 297) appears ONLY when the project is yours and
     nobody has decided what it inherits: it carries the current defaults
     (design system, Systems, platforms), what to ask the
@@ -299,6 +312,15 @@ async def enter_project(project_id: int) -> dict:
         )
     if systems_bootstrap:
         out["systems_bootstrap"] = systems_bootstrap
+    # Family canon (milestone 463 step 6): counts only, attached when one is
+    # non-zero. A readout must never fail the handshake it rides on.
+    try:
+        family = await family_adoption_svc.family_readout(uid, project_id)
+    except Exception:
+        logger.warning("family readout failed for project %s", project_id, exc_info=True)
+        family = None
+    if family:
+        out["family"] = family
     if inception_ask:
         out["inception"] = inception_ask
     return out

src/scribe/mcp/tools/shapes.py

@@ -71,7 +71,7 @@ async def classify_shapes(
     withdrawing the shapes that gave an answer returns it to `unassessed`.
     The adoption ledger is moved for you — `family` in the result lists the
     answers that moved — and assess_family_adoption refuses an answer the
-    shapes contradict.
+    shapes contradict. The family-canon skill has when to answer an idea.
 
     All-or-nothing: a structural error, a missing snippet target, an unbound
     repo, or no write access applies NOTHING. Returns {"classified": N,

src/scribe/mcp/tools/snippets.py

@@ -178,7 +178,9 @@ async def create_snippet(
     rather than forcing a second copy with force=true. A tagged record shows
     its `systems`; created untagged in a project, the response carries the
     `systems_hint` question instead — answer it: tag, create the missing
-    System, or deliberately skip.
+    System, or deliberately skip. A `family_hint` means the shape may be one
+    every project on a shared platform will need, and an evaluation was
+    opened — the family-canon skill says how to judge it.
 
     WHAT THE GATE MATCHES ON. Exact identity first — an existing snippet at the
     same repo · path · symbol, or holding byte-identical code. Those are certain,

src/scribe/mcp/tools/tasks.py

@@ -29,6 +29,7 @@ from scribe.mcp.tools import systems as systems_tools
 from scribe.services import access as access_svc
 from scribe.services import dedup as dedup_svc
 from scribe.services import family as family_svc
+from scribe.services import family_adoption as family_adoption_svc
 from scribe.services import milestones as milestones_svc
 from scribe.services import notes as notes_svc
 # Imported by NAME, not reached through notes_svc: minted_kind is pure
@@ -422,7 +423,10 @@ async def update_task(
     by their `when_to_apply`, so a preference whose trigger is writing the
     report after finishing a task is the one that arrives here. Where one
     differs from the default shape, the preference is what the operator
-    asked for.
+    asked for. When family adoptions were answered `owed` while the task was
+    open, they come back as `family_owed` ({idea_id, idea_title, project_id,
+    project_title, owed_task_id}): name each in the report — it is work
+    filed into that project.
     """
     uid = current_user_id()
     fields: dict = {}
@@ -473,6 +477,9 @@ async def update_task(
         if prefs:
             data["reply_preferences"] = prefs
             data["report_back"] = REPORT_BACK_CUE + " " + REPLY_PREFERENCES_CUE
+        # Owed family adoptions filed while the task was open (milestone 463
+        # step 6) — work now waiting in some project, which the report names.
+        await family_adoption_svc.attach_owed_adoptions(uid, data, note)
     return await moment_delivery.attach_moment_rules(
         uid, "update_task", {"status": status, "project_id": project_id}, data,
     )

src/scribe/services/embeddings.py

@@ -1047,6 +1047,22 @@ async def semantic_search_notes(
                     in_project = or_(
                         in_project, Note.note_type.in_(GLOBAL_NOTE_TYPES)
                     )
+                    # Family canon (milestone 463 step 6) crosses the project
+                    # line the same way a lesson does, but only to a project
+                    # on one of the idea's platforms: the canon ideas reaching
+                    # it, and their references in its languages. Membership
+                    # is decided here, readability by the visibility clause
+                    # above. Read on its own session, so a failure narrows
+                    # the search and cannot abort this one's transaction.
+                    try:
+                        from scribe.services.family_adoption import family_reach_ids
+
+                        reach = await family_reach_ids(project_id)
+                    except Exception:
+                        logger.debug("family reach unavailable", exc_info=True)
+                        reach = set()
+                    if reach:
+                        in_project = or_(in_project, Note.id.in_(sorted(reach)))
                 stmt = stmt.where(in_project)
             # Narrow to records tagged to one System (subsystem/area). An
             # association filter, not a ranking signal — membership in the

src/scribe/services/family_adoption.py

@@ -1214,3 +1214,134 @@ async def _shapes_follow(user_id: int, project_id: int, idea_id: int, outcome: s
         for r in rows
     ], via="agent")
     return int(result.get("classified") or 0)
+
+
+# --- delivery (milestone 463 step 6) -------------------------------------------------
+#
+# The ledger reaches a session three ways: a count on entering a project, the
+# ideas themselves by retrieval, and the owed answers filed while a task was
+# open, handed back when it closes.
+
+def family_line(project_id: int, cells: list[dict]) -> dict | None:
+    """The `family` line enter_project carries: what this project has not
+    answered, owes, or answered against an older canon version. None when
+    all three are zero — the key is attached only when it asks something.
+
+    Shown on EVERY entry (the step settled this), not only when a session
+    touches a platform: entering is when the agent chooses what to work on,
+    an owed task already appears in open_tasks, and an unanswered idea has
+    nowhere else to be seen. Counts only, each with the call that lists it."""
+    unassessed = sum(1 for c in cells if c["in_scope"] and c["status"] == "unassessed")
+    owed = sum(1 for c in cells if c["status"] == "owed")
+    recheck = sum(1 for c in cells if c["needs_recheck"])
+    if not (unassessed or owed or recheck):
+        return None
+    parts, calls = [], {}
+    if unassessed:
+        parts.append(f"{unassessed} unassessed")
+        calls["unassessed"] = f'list_family_adoptions(project_id={project_id}, status="unassessed")'
+    if owed:
+        parts.append(f"{owed} owed")
+        calls["owed"] = f'list_family_adoptions(project_id={project_id}, status="owed")'
+    if recheck:
+        parts.append(f"{recheck} to recheck")
+        calls["needs_recheck"] = f"list_family_adoptions(project_id={project_id}, needs_recheck=true)"
+    return {
+        "line": "family canon on this project's platforms: " + " · ".join(parts),
+        "unassessed": unassessed, "owed": owed, "needs_recheck": recheck,
+        "calls": calls,
+        "answer_with": ("get_family_adoption(project_id, idea_id) reads one with its "
+                        "precedents; assess_family_adoption answers it — or classify_shapes "
+                        "the code against it (idea_id=…). The family-canon skill has the order."),
+    }
+
+
+async def family_readout(user_id: int, project_id: int) -> dict | None:
+    matrix = await adoption_matrix(user_id, project_id=project_id)
+    return family_line(project_id, matrix["cells"])
+
+
+async def family_reach_ids(project_id: int, session=None) -> set[int]:
+    """The family records a project's retrieval reaches beyond its own: every
+    canon idea on a platform the project is a member of, and each idea's
+    reference implementations in the project's languages — all of them when
+    none is in those languages, so a cross-language idea still brings its
+    reference. Readability is the search's own scope, not decided here."""
+    if session is None:
+        async with async_session() as own:
+            return await family_reach_ids(project_id, own)
+    ideas = set((await session.execute(
+        select(FamilyIdea.note_id)
+        .join(FamilyIdeaPlatform, FamilyIdeaPlatform.note_id == FamilyIdea.note_id)
+        .join(ProjectPlatform, ProjectPlatform.platform_id == FamilyIdeaPlatform.platform_id)
+        .where(
+            FamilyIdea.status == "canon",
+            ProjectPlatform.project_id == project_id,
+            ProjectPlatform.state.in_(family_svc.MEMBER_STATES),
+        )
+    )).scalars().all())
+    if not ideas:
+        return set()
+    langs = set(await _project_languages(session, project_id))
+    refs: dict[int, list[tuple[int, str]]] = {}
+    for iid, nid, lang in (await session.execute(
+        select(FamilyIdeaReference.idea_id, Note.id, func.lower(Note.data["language"].astext))
+        .join(Note, Note.id == FamilyIdeaReference.snippet_id)
+        .where(FamilyIdeaReference.idea_id.in_(ideas), Note.deleted_at.is_(None))
+    )).all():
+        refs.setdefault(iid, []).append((nid, lang or ""))
+    reach = set(ideas)
+    for found in refs.values():
+        local = [nid for nid, lang in found if lang in langs]
+        reach.update(local or [nid for nid, _ in found])
+    return reach
+
+
+async def owed_since(user_id: int, since) -> list[dict]:
+    """The owed answers this user recorded since ``since`` that are still
+    owed — work filed into a project (often another one) that the report
+    closing this task should name."""
+    if since is None:
+        return []
+    async with async_session() as session:
+        rows = (await session.execute(
+            select(FamilyAdoption, Note.title, Project.title)
+            .join(FamilyDecision, (FamilyDecision.idea_id == FamilyAdoption.idea_id)
+                  & (FamilyDecision.project_id == FamilyAdoption.project_id))
+            .join(Note, Note.id == FamilyAdoption.idea_id)
+            .join(Project, Project.id == FamilyAdoption.project_id)
+            .where(
+                FamilyDecision.user_id == user_id,
+                FamilyDecision.created_at >= since,
+                FamilyDecision.after["status"].astext == "owed",
+                FamilyAdoption.status == "owed",
+            )
+            .distinct()
+            .order_by(Project.title, Note.title)
+        )).all()
+    return [
+        {"idea_id": row.idea_id, "idea_title": idea_title,
+         "project_id": row.project_id, "project_title": project_title,
+         "owed_task_id": row.owed_task_id}
+        for row, idea_title, project_title in rows
+        if await access.can_read_project(user_id, row.project_id)
+    ]
+
+
+OWED_CUE = ("Owed family adoptions were filed while this task was open (`family_owed`) — "
+            "name each in the report: it is work now waiting in that project.")
+
+
+async def attach_owed_adoptions(user_id: int, data: dict, note) -> None:
+    """Ride the owed answers filed since the task started on its closing
+    response — fail-open: a decoration never breaks the close it rides on."""
+    try:
+        owed = await owed_since(user_id, getattr(note, "started_at", None)
+                                or getattr(note, "created_at", None))
+        if owed:
+            data["family_owed"] = owed
+            if "report_back" in data:
+                data["report_back"] = f"{data['report_back']} {OWED_CUE}"
+    except Exception:
+        logger.warning("owed adoptions unreadable for task %s", getattr(note, "id", None),
+                       exc_info=True)

src/scribe/services/moment_actions.py

@@ -80,6 +80,7 @@ BUNDLED_SKILL_MOMENTS: dict[str, tuple[str, ...]] = {
     "verification": ("work.verify",),
     "shape-accounting": ("work.record",),
     "reporting-back": ("reply.report",),
+    "family-canon": ("work.record",),
 }
 
 # A stored process arrives as the skill `scribe-proc-<slug>`