feat(retrieval): a System's charter becomes an answer, not just a filter (#4251)
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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
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@@ -15,7 +15,7 @@ from scribe.services.knowledge import content_type_filters
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from scribe.services.text import MATCHED_PASSAGE, excerpt_fields
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from scribe.services.embeddings import (
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DEFAULT_SIMILARITY_THRESHOLD, semantic_search_milestones, semantic_search_notes,
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semantic_search_rules,
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semantic_search_rules, semantic_search_systems,
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)
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from scribe.services import rulebooks as rulebooks_svc
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from scribe.services.retrieval_telemetry import record_retrieval, retrieval_summary
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@@ -38,7 +38,7 @@ _EXCERPT_CHARS = 1000
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# These two do not reach `semantic_search_notes` at all: they have their own
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# search and their own result shape, so they are dispatched before the mapping
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# and passed in only so the refusal message lists everything THIS door takes.
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_OWN_SEARCH = ("rule", "milestone")
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_OWN_SEARCH = ("rule", "milestone", "system")
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async def _search_rules(uid: int, q: str, limit: int, project_id: int) -> dict:
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@@ -141,6 +141,53 @@ async def _search_milestones(uid: int, q: str, limit: int, project_id: int) -> d
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}
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async def _search_systems(uid: int, q: str, limit: int, project_id: int) -> dict:
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"""Systems by meaning — "where does this belong?" (#4251).
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A System's `description` is a charter: several hundred words saying what
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belongs in that area and what does not. `list_systems` enumerates them and
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`system_id` filters by one, so before this a System could NARROW a search
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and could never be the answer to one — an agent asking where a record
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belonged had to read every charter or guess.
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Its own result shape and its own search, not a `content_type` over notes,
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because the question is different: "where does this belong?" is not "what
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prior art is there?". A charter competing with the whole note corpus for
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one top-k would also be outranked by the records filed under it, and the
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right answer would be crowded out by its own contents.
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The charter's `matched` passage comes along rather than the whole thing.
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A charter is long and the paragraph that decides where a record belongs is
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the one worth reading; the rest is get_system (#4243).
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The id that comes back is the one `search(system_id=…)`,
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`list_system_records` and every `system_ids` argument take — so the answer
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to "where does this belong?" is directly usable as "show me what is there"
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and as "file it here".
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"""
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report: dict = {}
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raw = await semantic_search_systems(
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uid, q, project_id=project_id or None, limit=limit, report=report,
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)
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chunks = report.get("best_chunk") or {}
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return {
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"results": [
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{
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"id": sys_.id,
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"name": sys_.name,
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**excerpt_fields(
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sys_.description or "", chunks.get(int(sys_.id)),
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_EXCERPT_CHARS, key="matched",
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),
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"project_id": sys_.project_id,
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"similarity": float(score),
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}
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for score, sys_ in raw
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],
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"total": len(raw),
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}
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def result_excerpt(note, chunk: dict | None) -> dict:
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"""The part of a record a caller judges "should I open this?" on.
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@@ -204,8 +251,14 @@ async def search(
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claim that the corpus holds nothing, and a typo must not be able
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to make that claim.
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Or 'rule' (RULES only — the operator's standing
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instructions, searchable by meaning since milestone 307).
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THREE KINDS WITH THEIR OWN SEARCH AND THEIR OWN RESULT SHAPE,
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because each answers a question no note search can:
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'rule' (the operator's standing instructions — searchable by
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meaning since milestone 307), 'milestone' ("is there already a
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plan for this?"), and 'system' ("where does this belong?" — a
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System's charter says what belongs in an area and what does not,
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and the id it returns is the one `system_id` and `system_ids`
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take).
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Reach for 'rule' when you want to know whether a standing
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instruction covers something: "is there a rule about release
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tagging?". A hit carries the rule's `why` and `how_to_apply`,
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@@ -258,6 +311,8 @@ async def search(
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return await _search_rules(uid, q, limit, project_id)
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if content_type == "milestone":
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return await _search_milestones(uid, q, limit, project_id)
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if content_type == "system":
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return await _search_systems(uid, q, limit, project_id)
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filters = content_type_filters(content_type, extra=_OWN_SEARCH)
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is_task = filters.get("is_task")
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t0 = time.perf_counter()
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