feat(rules): rules become findable by meaning (#3030, milestone 307 step 4)
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Rules were the only major record type with no vector, so `search` could never
return one and a rule could arrive only by being preloaded. That single fact is
what made every rule compete for one always-on budget.

THE DECISION THE TASK ASKED FOR, made explicitly: a sibling rule_embeddings
table, not a polymorphic embedding row. The ROW could have been generalised;
the SEARCH could not. semantic_search_notes is Note-specific scoping end to end
— the visibility clause, the supersession penalty, note_type/task_kind/system
filters — and a rule shares none of it, scoping instead by rulebook ownership
or project. Generalising the row while still needing two searches is the worst
of both: a key with referential integrity to neither table, on the path every
session start runs, to share four columns. What is genuinely common is
BEHAVIOUR — get_embedding, chunk_document, embedding_text, CHUNKER_VERSION —
and those are reused as-is. Sharing them is the DRY win; sharing the table
would have been the DRY costume.

The document shape is measured, not chosen (note 2485). That pass found the
snippet was the only discriminative record in the corpus — a 0.153
top-to-second gap against 0.010-0.023 — and that the cause was its SHAPE:
purpose stated twice in a short single-topic document. rule_document
reproduces it: the trigger in the title AND as the body's first line.

And it excludes `why`, which matters more than any of it. `why` is dated
incident narrative — rule 46's runs to 4,300 characters — and long multi-topic
prose is exactly what made sixteen dev-logs mutually indistinguishable. Adding
it would not give the vector more to work with; it would give every rule the
SAME thing to work with. rule_document takes no `why` parameter at all, so a
well-meaning caller cannot pass one.

A rule with no trigger degrades to title + statement — findable, less sharp.
That is an argument for backfilling triggers (step 6), not for padding the
document with whatever text is nearby.

search(content_type="rule") returns the rule WITH its why and how_to_apply:
they are its operational half, the session payload never carries them, and a
caller who went looking should not have to re-fetch. Writes re-index
fire-and-forget like notes; startup backfills in its own try block so neither
backfill can skip the other. rule_embeddings is derived, so it joins
note_embeddings in the backup's explicitly-NOT-included list.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
This commit is contained in:
2026-08-26 15:00:49 -04:00
co-authored by Claude Opus 5
parent 682bea5257
commit 95a37318fc
9 changed files with 455 additions and 8 deletions
+47 -1
View File
@@ -1,7 +1,7 @@
from datetime import datetime, timezone
from pgvector.sqlalchemy import Vector
from sqlalchemy import DateTime, ForeignKey, Integer, Text
from sqlalchemy import BigInteger, DateTime, ForeignKey, Integer, Text
from sqlalchemy.orm import Mapped, mapped_column
from scribe.models import Base
@@ -45,3 +45,49 @@ class NoteEmbedding(Base):
DateTime(timezone=True),
default=lambda: datetime.now(timezone.utc),
)
class RuleEmbedding(Base):
"""One embedding vector per CHUNK of a rule (milestone 307, note 3026).
A SIBLING of NoteEmbedding rather than a generalisation of it, decided
deliberately:
- The embedding ROW could have been made polymorphic. The SEARCH could not.
`semantic_search_notes` is a long function of Note-specific scoping —
the visibility clause, the supersession penalty, note_type/task_kind and
system filters — and a rule shares none of it. Rules scope by rulebook
ownership and project applicability instead.
- Generalising the row while still needing two searches is the worst of
both: a polymorphic key with referential integrity to neither table, on
the path every session start runs, to share four columns.
- What is genuinely common is BEHAVIOUR, not storage — get_embedding,
chunk_document, embedding_text and CHUNKER_VERSION are already free
functions and are reused as-is. Sharing those is the DRY win; sharing
the table would have been the DRY costume.
No `user_id`: NoteEmbedding carries one and its own search deliberately
ignores it (scoping on the note instead, or shared records become
unreachable). Rather than repeat a column that exists to be ignored, a
rule's reach is resolved by joining the rule.
"""
__tablename__ = "rule_embeddings"
rule_id: Mapped[int] = mapped_column(
BigInteger,
ForeignKey("rules.id", ondelete="CASCADE"),
primary_key=True,
)
chunk_index: Mapped[int] = mapped_column(Integer, primary_key=True)
embedding: Mapped[list] = mapped_column(Vector(EMBEDDING_DIM), nullable=False)
# Exactly what this vector encodes — inspectable when a ranking surprises.
# For a rule this is the trigger-first document, NOT the rule's `why`:
# `why` is dated incident narrative and would drag every rule toward one
# centroid (measured in note 2485).
chunk_text: Mapped[str] = mapped_column(Text, nullable=False)
chunker_version: Mapped[int] = mapped_column(Integer, nullable=False)
updated_at: Mapped[datetime] = mapped_column(
DateTime(timezone=True),
default=lambda: datetime.now(timezone.utc),
)