feat(search): milestones are searchable by meaning — "is there already a plan for this?" (#4078)
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`search` covered notes, tasks and rules, and a milestone — the record a plan lives in — could not be found. A project whose roadmap was written as milestones had every later plan opened beside the one that already described it, because nothing could have told the session it existed. - milestone_embeddings (migration 0102): the third sibling of note_ and rule_embeddings, for note 3163's reason — the search is milestone-specific. The document is title — description, then description and the plan body, so a roadmap milestone with no description is still found by its design. - Written on create, on a title/description/body update, and for a plan made through start_planning / create_records, fire-and-forget with the parent-row claim (#3262); a startup backfill covers every existing milestone. Derived, so it joins _NOT_INCLUDED beside the other embeddings. - semantic_search_milestones: a project's milestones when the caller can read it (access.can_read_project), otherwise the caller's own; optional status. - search(content_type="milestone"): id, title, description, status, project and progress. Its own shape, and not part of "all", whose results are note-shaped. The docstring says what it is for: ask before start_planning. - Integration test on real Postgres: found in its project and not another, status narrows, an unreadable project returns nothing. Milestone 415 step 3. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01821k5B3Ysecp9fNYs92Kuy
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@@ -106,3 +106,34 @@ async def test_rule_search_scopes_to_the_project_it_is_given(project_id, scope):
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kwargs = found.await_args.kwargs
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assert {k: kwargs[k] for k in scope} == scope
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assert set(kwargs) & {"project_id", "everywhere"} == set(scope)
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def test_a_milestone_is_embedded_by_what_it_is_for_then_its_plan():
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from scribe.services.embeddings import milestone_document
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assert milestone_document("M3", "metadata providers", "## Goal\nx") == (
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"M3 — metadata providers", "metadata providers\n\n## Goal\nx")
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# A roadmap milestone written with no description is still findable by its plan.
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assert milestone_document("M3", None, "the plan") == ("M3", "the plan")
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assert milestone_document(None, None, None) == (None, None)
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@pytest.mark.asyncio
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async def test_milestone_search_is_its_own_shape_and_scopes_to_the_project():
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"""milestone 415: 'is there already a plan for this?' has a tool."""
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from unittest.mock import MagicMock
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_user_id_ctx.set(7)
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ms = MagicMock(id=339, title="M3 — Metadata", description="works, editions",
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status="active", project_id=30)
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found = AsyncMock(return_value=[(0.81, ms)])
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summary = AsyncMock(return_value=[{"id": 339, "total": 0, "completed": 0}])
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with patch("scribe.mcp.tools.search.semantic_search_milestones", found), \
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patch("scribe.services.milestones.get_project_milestone_summary", summary):
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out = await search(q="book metadata", content_type="milestone", project_id=30)
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assert found.await_args.kwargs["project_id"] == 30
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assert out["results"] == [{
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"id": 339, "title": "M3 — Metadata", "description": "works, editions",
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"status": "active", "project_id": 30, "total": 0, "completed": 0,
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"similarity": 0.81,
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}]
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