fix(lists): shared-project records appear, and a list's q means what search means
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#2462, both decided halves.

## The ACL defect

list_notes filtered on Note.user_id == user_id with no scope parameter at all
— never a per-call decision, the capability was absent. query_knowledge beside
it was deliberately browse-scoped with a comment saying why. So a task in a
shared project was invisible in list_tasks, enter_project's open-task list,
the SessionStart todo count and the web UI's task views, while the same
project's notes and snippets appeared.

Now the shared clause: notes_visibility_clause(user_id, "browse"). Browse and
not read, per decision #2094 — an ambient list must never surface a record
someone shared one-to-one; those stay search-only. This is the remaining half
of a fix made twice before (#2159 widened fetch, #2092 widened meaning), and
the guard below is what stops a fourth half appearing.

Guarded by source inspection in test_retrieval_scopes: every list-shaped
service references a shared visibility clause AND carries no bare
Note.user_id comparison that would quietly re-narrow it. An owner-only list
returns correct-looking rows and simply omits the shared ones — the shape no
behavioural test catches.

## q is semantic (operator: "make it match")

The UI's note list keyword-matched while the UI's Browse search
semantic-matched, over the same records, with nothing saying so. Now one
meaning: q joins the embedding index and orders by cosine distance at the
interactive floor, with every lifecycle filter still applied in the same
indexed query. Relevance ordering wins over `sort` when q is present — a query
is a relevance claim, and sorting its results by date would shuffle the
answer. ILIKE survives only as the embedder-down fallback: degraded, never
empty.

Stated position: superseded records are NOT demoted in list-q. The penalty
reorders a top-k; reordering a paginated, counted list would make page
boundaries lie. The search surfaces carry the demotion.

## The interactive floor becomes one constant

INTERACTIVE_SEARCH_THRESHOLD = 0.3 in embeddings.py, consumed by
routes/search.py (was a commented constant), knowledge.py (was a bare
literal), and the new list-q. This closes #2463's finding 3 early — the same
number lived in two files with the reasoning attached to only one.

## Deferred, deliberately

The return-shape unification (ORM objects vs dicts) stays undone. It is a
14-caller refactor whose motivation — callers being unable to swap paths —
shrinks now that both paths share the clause and the meaning of q. If swap
pressure recurs it deserves its own change, not a rider on an ACL fix.

Refs #2462, #2463
This commit is contained in:
2026-08-08 19:58:01 -04:00
parent 52bf40de4f
commit f11a547cd2
6 changed files with 132 additions and 21 deletions
+9
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@@ -31,6 +31,15 @@ logger = logging.getLogger(__name__)
# loosely-related results that pad the sidebar without adding real value.
_SIMILARITY_THRESHOLD = 0.45
# The floor for INTERACTIVE, human-facing feeds — REST /api/search, Browse
# search, and the list views' semantic `q`. Deliberately looser than the agent
# default above: a human scanning a result list gets value from loosely-related
# hits an agent would be misled by. One constant, because this number was
# written as `0.3` in two files with the reasoning attached to only one of
# them — the exact shape where a later tuner moves one and not the other
# (#2463 finding 3).
INTERACTIVE_SEARCH_THRESHOLD = 0.3
# Public alias so callers (and telemetry) can record the effective default
# threshold without reaching for the underscored name.
DEFAULT_SIMILARITY_THRESHOLD = _SIMILARITY_THRESHOLD