feat(rules): retrieval honours a rule's home — global everywhere, a project's rules only in that project (#4074)
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semantic_search_rules searched every rule the user owned, and every hook arm called it without a project, so each project's rules were injected into every other project's sessions and a project rule meant nothing a session could feel. The search now takes a scope: global rules by default (an unbound session, or a caller that forgets to say), global plus project N when given project_id (N's rules only if the caller can read that project, through access.can_read_project), and every owned rule with everywhere=True. The four hook arms and the report preference lookup pass the session's project; an explicit search(content_type="rule") scopes to its project_id, or asks the whole rulebook without one. Milestone 414 step 1. Guarded by an AST walk that every hook call site passes project_id, and an integration test on real Postgres that a rule is reached only from its home. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01821k5B3Ysecp9fNYs92Kuy
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@@ -23,7 +23,7 @@ from sqlalchemy import delete, or_, select
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from scribe.models import async_session
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from scribe.models.embedding import NoteEmbedding, RuleEmbedding
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from scribe.models.note import Note
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from scribe.services.access import notes_visibility_clause
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from scribe.services.access import can_read_project, notes_visibility_clause
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if TYPE_CHECKING: # resolves the Rule forward ref without importing at runtime
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from scribe.models.rulebook import Rule
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@@ -819,6 +819,9 @@ async def semantic_search_rules(
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threshold: float = _SIMILARITY_THRESHOLD,
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kind: str | None = None,
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report: dict | None = None,
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*,
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project_id: int | None = None,
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everywhere: bool = False,
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) -> list[tuple[float, "Rule"]]:
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"""Return up to *limit* (score, rule) pairs most relevant to *query*.
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@@ -836,12 +839,26 @@ async def semantic_search_rules(
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reports a decline the ranker never made (#3765). ABSENT means no search
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touched the dict at all, which is a stand-in in a test, not a real call.
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Scoped by OWNERSHIP — a rule is the caller's if they own its rulebook or
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its project. Deliberately not filtered to what currently BINDS a given
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project: this answers "is there a rule about this", which a person asking
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wants answered across their whole rulebook. Deciding which rules bind where
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is the surfacing question, and it has its own machinery
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(get_applicable_rules) rather than a second, subtly different copy here.
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SCOPED, and the scope is a rule's home (milestone 414). A rule lives in a
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rulebook topic — GLOBAL, it applies wherever its owner works — or on one
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project, where it applies to that project and nowhere else:
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- default (`project_id=None`): global rules only. A hook with no bound
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project gets these, and so does any caller that forgets to say; the
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safe failure is surfacing less, not another project's rules.
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- `project_id=N`: global rules plus project N's own, and N's only when
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the caller can read that project (access.can_read_project, so a shared
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project's rules reach its collaborators too).
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- `everywhere=True`: every rule the caller owns, in any home. Only for an
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explicit whole-rulebook question — `search(content_type="rule")` with no
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project — where "is there a rule about this" is asked across everything.
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This used to be scoped by OWNERSHIP alone, on the argument that "is there
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a rule about this" wants the whole rulebook. That is still right for the
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explicit ask. It was wrong for the hooks, which inject unasked: every
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project's rules surfaced in every other project's sessions — one repo's
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template conventions arriving while editing an unrelated one — and a
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project rule meant nothing a session could feel.
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THERE IS NO TIER TO NARROW BY ANY MORE (milestone 394). This carried a
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`tier` parameter, and the arms deliberately passed nothing: filtering on it
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@@ -883,6 +900,17 @@ async def semantic_search_rules(
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distance = RuleEmbedding.embedding.cosine_distance(query_vec)
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try:
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# topic_id XOR project_id (migration 0059), so a rule matches exactly
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# one arm of whichever clause applies. Inside the try: the access
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# check reads the database too, and this function fails open.
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global_rule = Rulebook.owner_user_id == user_id
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if everywhere:
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home = or_(global_rule, Project.user_id == user_id)
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elif project_id and await can_read_project(user_id, project_id):
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home = or_(global_rule, Rule.project_id == project_id)
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else:
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home = global_rule
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async with async_session() as session:
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rows = (await session.execute(
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select(Rule, distance.label("distance"))
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@@ -895,11 +923,7 @@ async def semantic_search_rules(
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Rule.deleted_at.is_(None),
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# No threshold predicate — see the note above
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# semantic_search_notes. Applied below, after the collapse.
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# topic_id XOR project_id, so exactly one arm can match.
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or_(
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Rulebook.owner_user_id == user_id,
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Project.user_id == user_id,
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),
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home,
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*( [Rule.kind == kind] if kind else [] ),
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)
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# Overfetch so collapsing chunks to their best row still fills
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