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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@@ -114,6 +114,38 @@ async def seed_standard_systems(user_id: int, project_id: int) -> list[System]:
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return out
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def embed_system(system) -> None:
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"""Refresh a System's charter vectors, fire-and-forget (#4251).
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The twin of `notes.embed_note`, and here for the same reason (#2056): at
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the service, so every door gets it by construction rather than each route
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and tool remembering. A charter edited through one door and not another
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would stay findable by what it used to say, and nothing would report it.
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Not called on delete. `delete_system` is a SOFT delete and the search joins
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through `System`, so a deleted System's vectors are already unreachable —
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and leaving them means a restore is findable again immediately instead of
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waiting for the next startup backfill.
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Import is lazy so importing this module doesn't pull in the embedding
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model; a missing event loop (unit tests, scripts) is ordinary, not an
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error; exceptions are swallowed because a System that saved must not fail
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on its index refresh.
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"""
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try:
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import asyncio
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from scribe.services.embeddings import upsert_system_embedding
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asyncio.create_task(
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upsert_system_embedding(system.id, system.name, system.description)
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)
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except RuntimeError:
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pass # no running loop — a sync caller, not a failure
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except Exception: # noqa: BLE001 - never let indexing break a write
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logger.exception("embedding refresh failed for system %s", system.id)
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async def create_system(
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user_id: int,
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project_id: int,
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@@ -144,6 +176,7 @@ async def create_system(
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session.add(system)
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await session.commit()
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await session.refresh(system)
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embed_system(system)
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return system
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@@ -195,6 +228,7 @@ async def update_system(user_id: int, system_id: int, **fields: object) -> Syste
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system.updated_at = datetime.now(timezone.utc)
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await session.commit()
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await session.refresh(system)
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embed_system(system)
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return system
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