368 Commits
Author SHA1 Message Date
bvandeusenandClaude Fable 5 77bb3729a3 refactor(tests): per-model fakes, FakeMCP and session mocks come from tests/helpers (#2825, milestone 296 area 1, batch 2)
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Second pass over the tests/ ledger after bbee0d0. fake_record(**attrs) is the
one MagicMock-with-real-attributes builder (to_dict mirrors them; the
note-2109 hazard documented once); fake_note/fake_task/fake_snippet/
fake_project/fake_milestone/fake_system/fake_rulebook/fake_topic/fake_rule
carry each model's ordinary defaults on top of it, replacing 14 per-file
factories (two rulebook trios in tool-vs-service wordings, _fake_task, _fake_ms,
_fake_project, _plan_note, _fake_snippet, two _snippet adapters now one-liners
over fake_snippet). FakeMCP replaces the five closure-over-a-list registrar
fakes (+ _Recorder); loc() and design_token_stub() replace the paired _loc /
_token / _T stand-ins; every hand-built async_session mock (9 helper defs and
14 inline copies) now starts from make_mock_session(). Call sites rewritten by
AST with each file's former defaults made explicit, so behaviour is unchanged.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-21 11:13:17 -04:00
bvandeusenandClaude Fable 5 bbee0d0db1 refactor(tests): one definition each for the copied fixtures and fakes (#2825, milestone 296 area 1)
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The shape ledger showed the same test scaffolding defined over and over:
_bind_user x12 (byte-identical), _dispose_engine x10 in three wordings,
_no_supersession x3, _make_mock_session x7 in three subsets, a get-or-create
User helper x2 (+3 inlined), and fifteen hand-rolled MagicMock note factories
each re-explaining the same "an auto-MagicMock attribute is truthy" hazard
(note 2109).

Now: conftest.py carries _bind_user / _dispose_engine / _no_supersession as
opt-in fixtures (pytestmark = usefixtures(...) per module, so unit tests pay
nothing), and tests/helpers.py carries make_mock_session(), ensure_user() and
fake_note(**attrs) — the hazard documented once, real values on every
attribute the product reads. Call sites were rewritten by AST so titles with
dashes and commas survived; the three SimpleNamespace _note stand-ins that
only feed a single function stay local.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-21 11:03:48 -04:00
bvandeusenandClaude Fable 5 d74a244b3a feat(ledger): divergence readout — button B where button A is canon, shape history, and judged-shape recheck (#2793, milestone 294 step 7)
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Every judgment now goes through one helper that remembers the fingerprint
judged (classified_sha) and writes a code_shape_events row; the sync writes
vanished / reappeared / drifted events and flags recheck_at when a body
moves under an instance/variant. The refresh flags diverges_from on shapes
new since the previous computation that sit where one canon dominates the
judged siblings of their directory+kind and were not proposed as that canon
(a first seed flags nothing); the write-path hint asks the same question
in-band for the shapes the hook names. list_shapes(flag=divergence|recheck),
shape_history(project_id, path, symbol) (read-only), coverage line/payload/
card carry divergent + recheck. Backup v8 carries the history. Plugin 0.1.36.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-20 23:13:39 -04:00
bvandeusenandClaude Fable 5 386b27e422 fix(ledger): the proposer prefers a same-project canon on a tie — family canon elsewhere is the fallback, not the first hit
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Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-20 21:36:10 -04:00
bvandeusenandClaude Fable 5 ba0030e51d feat(ledger): mechanical proposer — every refresh proposes instances against canon and groups derive-first candidates; agents confirm in batches (#2792, milestone 294 step 6)
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Shapes now carry a content fingerprint (signature + whitespace/comment-
insensitive body_sha; migration 0080) and the proposer runs inside the
coverage refresh, the one moment bodies exist: symbol elsewhere → textual
containment → body references the canon → signature resemblance → semantic
(capped per refresh, unreached rows stay unexamined for the next). A hit is
a proposal on the row (proposed_snippet_id/basis/score), never a
classification; rows with no canon hit group by the derive-first rule
(identical body in ≥2 places, same name in ≥3 files) as proposal_basis=
derive + a group key. list_shapes(proposal=any|canon|derive|<basis>) is the
queue; confirm_shape_proposals(project_id, snippet_id|path|basis) confirms
in batches as agent instances; any classify_shapes/hook stamp retires the
proposal. Readout carries proposed + derive_groups (line, payload, card).
Plugin 0.1.35 (skill: the machine proposes, judgment classifies).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-20 21:30:35 -04:00
bvandeusenandClaude Fable 5 a9e1cddba7 fix(tests): provisional ledger rows carry the empty seen-marker default, not NULL
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Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-20 20:23:12 -04:00
bvandeusenandClaude Fable 5 475f0857c9 feat(ledger): write-path stamping — a pulled canon the session then instantiates lands as a hook instance row (#2791, milestone 294 step 5)
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The prior-art hook now names the shapes being written (shapes=kind:name —
every definition in the payload, or the one enclosing an Edit found by
walking the file upward) and the server stamps them as instance rows when
the session PULLED a snippet inside PULL_WINDOW that the payload references
by symbol or that the semantic arm scored for this very payload.
classified_by=hook, evidence in reason; never overrides a judgment or a
canonical row, overridable by classify_shapes. Offered-but-unopened stamps
nothing. Pulled-and-already-seen snippets stay in the semantic query as
evidence without re-entering the deduped menu. A brand-new shape gets a
provisional row the next sync confirms or vanishes. Read-scoped keys get
the hint, never the stamp. Plugin 0.1.34.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-20 20:19:45 -04:00
bvandeusenandClaude Fable 5 3e21978a9c fix(tests): restore the assert my seed-test insertion orphaned from its neighbor
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Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-20 08:24:05 -04:00
bvandeusenandClaude Fable 5 e2a084f1fb feat(ledger): coverage self-seeds — enter_project background refresh + refresh_pattern_coverage tool + shape-accounting skill (#2802, milestone 294)
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The UI Refresh button must not be the only seed path (operator directive,
hit live: the P7 backfill stalled waiting for a click). Three parts:

- enter_project fire-and-forgets refresh_if_stale on the project OWNER —
  absent or day-old readouts recompute in the background (same spawn the
  webhook path uses), the enter stays fast, forge-less owners exit quietly
  (rule #115 baseline), and an in-flight guard keeps concurrent enters from
  fetching the same tarball N times.
- refresh_pattern_coverage(project_id): the synchronous agent-facing form —
  write-gated, owner-keyring resolution, and ValueError messages that name
  the fix (add a connection / bind_repo) instead of measuring nothing
  silently.
- plugin 0.1.33 ships the shape-accounting skill: the five statuses, the
  seed/todo/judge loop, and the derive-first rule, triggered by the
  coverage line or any proved code-to-canon relationship.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-20 08:18:36 -04:00
bvandeusenandClaude Fable 5 5265d11a6a feat(systems): bootstrap mints directly — the standard vocabulary replaces operator approval (#2798)
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Operator directive: creating Systems is the agent's call, not an approval
flow — "propose to the operator, create each confirmed one" made the
operator a permission gate. The bootstrap ask now says create_system 3-6
directly, in-session, and the consistency that approval was covering moves
to a standard cross-project vocabulary (CI & Release, Auth & Access, Data
Model & Storage, API Surface, UI & Design, Import & Export, Background
Jobs, Observability): use the standard name verbatim where the area fits,
mint freely beyond it, the duplicate gate guards sprawl. create_system and
enter_project docstrings carry the same contract.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-19 20:05:02 -04:00
bvandeusenandClaude Fable 5 942edd1eb5 feat(ledger): classify_shapes + list_shapes MCP tools; get_snippet carries the consumer map (#2789, milestone 294 step 3)
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The judgment write path. classify_shapes applies a batch of classifications
to a project's live ledger rows — all-or-nothing (#2709's lesson: the whole
batch is validated, write-ACL'd, and every snippet target proven readable
before any row is touched); rows match by exact (path, symbol), kind narrows,
and shapes no live row matches come back as 'unmatched' rather than errors.
variant/exempt REQUIRE the reason — the why is the record (note 2786) — and
'unclassified' deliberately withdraws a judgment back to the todo. The 'via'
channel is caller-restricted to agent|audit|import; hook and mechanical stay
server-internal so a caller can't launder judgment as machinery.

list_shapes is the todo query (status=unclassified) with composable filters:
path is exact-or-under like recorded locations, snippet_id reads a consumer
map, include_vanished reads history; paged with the true total.

get_snippet now attaches  and  — the structured consumer
map, filtered to projects the CALLER can read so a shared snippet never side-
channels another project's file layout; attached only when non-empty (#2483).

Integration tests pin the batch atomicity, ACL gates, filter composition, the
consumer map on the MCP pull, and the SET NULL companion: a judgment whose
snippet was purged rejoins the todo on the next sync.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-19 19:55:47 -04:00
bvandeusenandClaude Fable 5 9d92df2825 fix(tests): drop the pre-ledger line-ending assertion the step-2 edit missed
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Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-19 19:43:11 -04:00
bvandeusenandClaude Fable 5 9b1597a3c9 feat(ledger): coverage refresh feeds the shape ledger; the readout inverts to accounting (#2788, milestone 294 step 2)
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compute_coverage is now the ledger's sync point: every walk upserts the
extracted shapes (new → unclassified, the todo state; surviving → last-seen
bump; vanished → stamped, kept as history), re-files judgments whose snippet
target went away, and mechanically stamps snippet reference locations as
canonical — the one always-safe rule, self-healing only for its own stamps
(an agent's judgment is never unwound by machinery).

The covering predicate moves to shape_ledger.location_covers as the single
home (match_shapes retired with its consumer); coverage's payload and line
invert from 'N/M shapes recorded' to shape ACCOUNTING per note 2786:
accounted/total with a canonical·instance·variant·exempt breakdown, and
unclassified — THE todo — with its largest directories. Cache key bumps to
v2 so pre-ledger blobs honestly read 'not measured yet' instead of rendering
in a shape no longer spoken.

Readout is deliberately project-wide (all repos' live rows), while the walk
serves whichever repos the owner's keyring reaches this refresh.

Integration tests pin the new contract: rows for every extracted shape,
mechanical canonical stamps carrying snippet ids, idempotent recompute,
agent judgments surviving recompute AND vanish/return, vanished rows leaving
the readout but keeping their history.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-19 19:37:18 -04:00
bvandeusenandClaude Fable 5 19fdc9aa89 feat(ledger): code_shapes — the shape ledger schema (#2787, milestone 294 step 1)
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The accounting half of the pattern system (governing note 2786): the snippet
library records canon (small), this table accounts for EVERY extracted shape
(total). Identity is (project, repo_key, path, symbol, kind) — kind included
because one file can define '.foo' (css) and 'foo' (sym) as distinct shapes.
Status vocabulary: canonical / instance / variant / exempt / unclassified,
with unclassified as the default and THE todo state; classifications carry
who judged (agent|audit|hook|mechanical|import), when, and the why for
variants/exemptions. first/last-seen commits + vanished_at keep history
instead of deleting it; a rename reads as vanish+new (accepted for v1).

snippet_id is SET NULL on snippet deletion so accounting rows outlive their
target and rejoin the todo via the step-2 sync, never dangle silently.

Backups: v7 carries code_shapes (judgment data, worth moving) — full and
per-user export sections, and a restore that keeps a judgment only when its
snippet survives the id re-mapping, downgrading to unclassified otherwise.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-19 19:25:25 -04:00
bvandeusenandClaude Fable 5 1faf8f3ece feat(forge): per-user forge connections — keyring, host-keyed resolution, project pin (#2778)
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A forge token is a user's credential, not an instance's. The single
admin-settings config is replaced by per-user keyring rows (one per forge
host), and every server-side forge read runs on the PROJECT OWNER's keyring:

- forge_connections table + projects.forge_connection_id pin (migration 0078,
  which also carries the existing admin config into the first admin's row and
  deletes the old setting keys — no legacy dual-read)
- get_forge() replaced by get_forges(owner_id, project_id) -> ForgeSelector;
  resolve(repo) picks the connection whose host serves the repo. A pinned
  project uses ONLY its pinned connection; a stale pin (ownership moved) is
  ignored, never honored across users
- env FORGE_* config survives as an implicit entry for admin owners only;
  a stored row for the same host beats it
- consumers threaded: pull-time freshness (owner of the note), coverage
  (owner of the project), coverage routes' configured flag
- routes: /api/settings/forge-connections CRUD + per-connection test
  (own-rows only, tokens never returned); /api/admin/forge shrinks to
  /api/admin/forge-webhook (secret only); PUT /api/projects/<id>/forge pins,
  owner-or-admin asking, owner's connections only
- UI: Git Forges card moves to Settings -> Integrations as a connection
  list; webhook secret stays in the admin Config tab; owner-only forge
  select on the project coverage card
- backups exclude forge_connections (credentials, api_keys precedent) and
  the pin, so restores fall back to keyring resolution

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-19 11:23:22 -04:00
bvandeusenandClaude Fable 5 7a5e2b18d9 feat(systems): evidence-carrying bootstrap ask for mature zero-Systems projects (#2683)
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The generic zero-state systems_hint never converts: identical on every
record, maximal in scope, asked at wrap-up time — Minstrel reached 282
records with zero Systems while vocabularied projects grew organically.
What converts is the project's own evidence at the moment of action.

bootstrap_systems_ask (mcp/tools/systems.py) fires only in a project
with >=20 records and no Systems: it names the record count and recent
titles, and asks for a concrete deliverable — propose 3-6 Systems,
confirm with the operator, create_system the set. Self-retiring: the
first System ends it everywhere. Wired at both moments the task named:
untagged_systems_hint escalates to it at write time, and enter_project
carries it as systems_bootstrap at arrival (attached only when it
applies). Young projects keep the mild question; populated vocabularies
never pay the count query.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-17 14:53:46 -04:00
bvandeusenandClaude Fable 5 d6c9f08a59 fix(mcp): reject undeclared tool arguments instead of silently dropping them (#2709)
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FastMCP validates tool arguments with a pydantic model whose extra-field
policy is 'ignore', so create_note(content=...) — a plausible near-miss
for body=, primed by add_task_log's content — ran successfully, stored
body: '', and left a record embedding/search cannot see. Two real notes
were persisted body-less before the pattern was noticed; create_task
only 'worked' because those calls happened to use the right name.

StrictArgsFastMCP rejects any tool call carrying arguments the tool does
not declare, before dispatch, with a did-you-mean hint when one is close
and the declared list when none is. Applied at the dispatch seam so
every tool gets the guarantee — an error the caller sees once beats data
half-written forever.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-17 12:54:58 -04:00
bvandeusenandClaude Fable 5 3162332a13 feat(prior-art): edit-time record-sync nudge — the sync class (#2708)
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A snippet recorded AT the exact file being edited is not a reuse
suggestion — it IS the record of the file being changed. The write-path
hint now renders those as their own SYNC class: 'snippet #N records this
file — updating the record is part of the edit (update_snippet /
verify_snippet)'. Nearby and semantic hits stay the reuse menu.

The two classes dedup on separate per-session channels (exclude_ids vs
exclude_sync_ids, .ids vs .sync.ids in the hook), so a reuse hint shown
early in a session can no longer silence the record-sync nudge when the
recorded file itself is edited later. Sync surfacing is measured under
its own note_usage source (write_path_sync) — its pull-through rate is
the scoreboard for whether edit-time sync actually happens, per decision
#2707 (no forge connection; records stay current in the session that has
the context). Plugin 0.1.31.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-16 20:05:01 -04:00
bvandeusenandClaude Fable 5 765635bbf2 feat(forge): GitHub adapter — second implementation keeps the seam a contract (#2693, milestone 288 step 8)
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ForgeAdapter is now a named base class carrying the shared plumbing
(host join, error taxonomy, contents decoding, archive, default_branch,
latest_commit); GiteaForge keeps its exact behavior and GitHubForge joins
with the real differences: api.github.com / GHE /api/v3 host mapping,
Bearer auth, a commits call for the provenance stamp (GitHub's contents
payload only carries the blob sha), and the codeload tarball redirect.

The contract grew latest_commit, and with it the cached-SHA short-circuit
in pull-time freshness: a stored provenance commit that still heads the
recorded path confirms 'current' without a content transfer — the economy
that fits pulls inside GitHub's rate limits; every surprise falls back to
the full fetch. Webhook deliveries now also accept X-Hub-Signature-256
(sha256=<hex>); the payload shape was already common. Settings card copy
covers both forges' token scopes; the kind selector already flowed from
the server.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-16 16:18:16 -04:00
bvandeusenandClaude Fable 5 cbccb6bd5d feat(coverage): pattern-library coverage measurement (#2692, milestone 288 step 7)
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Server-side shape enumeration per bound repo — one archive download via the
forge adapter, definitions extracted with a Python mirror of the write-path
hook's awk rules (shared test vectors pin the two together) — compared
against recorded snippet locations by path+symbol. Summary is cached in the
settings KV with a freshness stamp; recomputed on webhook push (spawned off
the delivery path) or explicit refresh, never in a request path.

Surfaces: GET/POST /api/projects/<id>/coverage[/refresh], a project-page
card (estimate-labeled, largest-gaps chips), and a one-line evidence-carrying
entry in enter_project read from cache only.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-16 16:05:43 -04:00
bvandeusenandClaude Fable 5 89b07f7857 feat(forge): push webhook flags drift at the moment the repo moves (#2691)
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Second adapter consumer. POST /api/webhooks/forge validates Gitea's
X-Gitea-Signature (HMAC-SHA256, constant-time; no secret configured =
the endpoint 404s out of existence), extracts changed/removed paths,
and flags matched snippets by writing verification.invalidated_by
{commit_sha, at, path, removed} — the existing attention vocabulary
extended, not a new flag: needs_attention includes it, both filter
dialects (Python + jsonpath SQL) include it in 'attention' and exclude
it from 'ok', and recording ANY fresh verdict clears it by construction
because compose_verification builds a new dict. Unverified snippets are
skipped (already in their own bucket); replayed deliveries at the same
head commit are no-ops; processing failures return 200 with a WARNING +
AppLog canary so the forge never marks deliveries failed and operators
never disable the hook over a transient (#2663's lesson).

Matching goes through repo BINDINGS: recorded location repos are
free-form names ('Scribe') that cannot address a forge, so a snippet
reaches its forge repo through its project's binding — which also fixes
step 5's pull-time resolution for every real record via the same
fallback. O(bindings + snippets-in-project + changed files).

Settings: webhook secret beside the forge config (masked, sentinel-
skipped, Docker-secret env channel, endpoint documented in the UI).
Tests: signature gate, payload parsing, path semantics, both filter
dialects extended in the drift-check guard file, and real-Postgres
end-to-end (flag lands, attention lists it, replay quiet, re-verify
clears, unbound repo untouched).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-16 13:05:00 -04:00
bvandeusenandClaude Fable 5 2fce57847b feat(snippets): pull-time freshness — the forge confirms the cache at the moment it's trusted (#2690)
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First consumer of the forge adapter. attach_live_body decorates both
pull surfaces (MCP get_snippet, REST detail) with body_source +
body_freshness when the instance has a forge: 'current' means the
cached code was just found verbatim (whitespace-normalized, the same
normalization the verdict hash uses) in the fetched file, and
provenance restamps to the file's last commit — reflected in the
response and persisted in the background. A snippet body is a FRAGMENT
of its file, so a fetch can honestly CONFIRM the cache or report
divergence, never clobber the record with the whole file: 'diverged'
is the reader's information, and a 404 stamps the mechanically-true
'missing' verdict into the existing attention state — once, not on
every pull of an already-flagged record.

The probe never raises and never blocks past 2.5s (tighter than the
adapter's own timeout — the pull is where a session decides whether
pulling is worth it, #2663's finding); a hung forge costs bounded time
and the cache serves. A no-forge instance's response stays
byte-identical to today's (rule #115 baseline, pinned by test).

services/background.py is the new one home for fire-and-forget tasks
with strong references (the #2663 GC footgun) — telemetry's two copies
predate it and keep their bespoke canaries; new callers use this.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-16 12:46:45 -04:00
bvandeusenandClaude Fable 5 13e428c596 feat(forge): adapter seam + Gitea implementation — optional read access to the operator's forge (#2689)
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Step 4 of milestone 288 (decision #2686). services/forge.py defines the
contract steps 5-7 consume — read_file (content + last_commit_sha, the
provenance stamp), default_branch, resolve_repo, check — with GiteaForge
as the first implementation over the REST contents/repo/version/user
endpoints. Repo identity reuses normalize_repo_key: the host segment
selects whether this forge serves a recorded repo, the remainder is the
API path, so no new identity scheme exists. Read-only by construction;
errors never carry the token; first outbound-HTTP timeout convention
(5s total, no retries — the consumer's fallback is the retry policy).

OPTIONAL per instance (rule #115): get_forge() returns None when
unconfigured and every consumer treats None as today's behavior. Config
lives in admin settings (Settings → Config → Git Forge: kind/base
URL/token, save + test-connection probe reporting version + identity),
with FORGE_* env / Docker-secret fallbacks; DB wins so a UI edit can't
silently lose to an env var. Token treatment follows the smtp_password
convention (masked on read, mask-sentinel skipped on write, absent from
audit details) — and wiring it surfaced that the generic GET/PUT
/api/settings dump bypassed that masking for the owning admin's raw KV
rows, so secret keys are now masked there too (fixes the same exposure
for smtp_password).

Contract tests run against httpx.MockTransport as the fake forge — the
reference behaviors the GitHub adapter (step 8) must reproduce — plus
the off-by-default gate, partial-config-is-off, env-vs-DB precedence,
and route/mask structural checks. Also: the step-2 definition detector
learned to skip dunders after flagging __init__ as 'already defined in
4 files' on this step's own build — guaranteed noise for a hint that
must stay trustworthy.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-16 12:37:27 -04:00
bvandeusenandClaude Fable 5 7d26a3fc6a fix(tests): provenance itest user fixture is get-or-create — the lane DB persists across tests
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Both integration tests built the same username; the second insert died
on users_username_key. 19 passed, 1 error on run 3802.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-16 12:06:19 -04:00
bvandeusenandClaude Fable 5 1e7f66e72d feat(snippets): body provenance — the cache-with-provenance half of the pointer model (#2688)
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Decision #2686: the recorded location is the source of truth for a
snippet's code; the stored body is a cache of it. data.provenance now
records what the cache is a cache OF — commit_sha + fetched_at — as a
carried JSONB field following the verification precedent, so no
migration is needed and absence keeps today's exact semantics.

The rules: provenance follows the code (fresh SHA restamps it, a code
edit without one drops it, a metadata edit carries it); writes ABOUT
the code carry it — record_verification rebuilds data from scratch and
would otherwise erase it silently; an ok verdict at a known commit
restamps it, since the checker just proved the cache matches the source
there. verify_snippet verdicts also record the commit they ran at,
making "the repo moved on since the check" computable once the forge
integration lands. create/update/verify MCP tools take commit_sha
(git rev-parse HEAD — free for any session with a checkout).

Unit tests pin the compose/carry logic; real-Postgres integration tests
run create→verify→update end-to-end (#2663: DB paths get no
mocked-only coverage).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-16 12:00:40 -04:00
bvandeusenandClaude Fable 5 8407368c0c fix(hooks): definition detector covers all code, not a language shortlist (#2682)
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ARM 1 extracted definitions with patterns for CSS/JS/TS/Python only —
the languages of the repo it was born in — so the local duplication
proof, and the #2664 record nudge gated on it, were structurally
unreachable in Go/Kotlin/Rust projects (Minstrel, FabledExchange):
precisely where recording was observed never to happen. One
modifier-strip plus a definition-keyword family (func/fun/fn/function/
def/sub, struct/trait/interface/enum/object/protocol/type, plus Go
method receivers) now covers them all; impl is excluded because several
impl blocks per type is normal Rust, and keyword-less declarations
(C/Java/Dart) are documented out of scope. Grep patterns mirror the
same forms so hits are definitions, never call sites. Parameterized
tests pin the coverage per language family. Plugin 0.1.30.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-16 11:33:24 -04:00
bvandeusenandClaude Fable 5 2d58e74ec7 feat(reuse): recording model becomes the pattern library — every shape at first build (#2687)
Decision #2686: snippets are the project's pattern library, not a dedup
net. The floor, the reusing-code skill, and the snippet tool docstrings
now state the proactive model — record every shape the first time it is
built, with no will-it-recur judgment, and start later instances from
the recorded shape; second-copy consolidation stays as the backstop.
The floor guard test pins all three elements (tool, first-build trigger,
backstop) so the model cannot silently regress to the reactive wording.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-16 11:33:24 -04:00
bvandeusenandClaude Fable 5 4107b17727 fix(telemetry): usage readout grouped by a rebuilt CASE — group by the label instead (#2663 root cause)
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CI's new integration tests reproduced the outage on a clean database and
named the half: the writes land fine, and usage_for_notes fails on EVERY
call. The GROUP BY rebuilt the ambient case() expression, and asyncpg's
expanding IN-parameters give each instance its own bind names — so Postgres
sees a SELECT expression the GROUP BY doesn't cover and rejects the query
with a GroupingError, which the old code swallowed into zeros. One labelled
expression, grouped by its label. The deployed table has been accumulating
events all along; history appears as soon as this deploys.

Also: the two hook-execution tests now run with the real PATH and skip
when the hook's tools are absent (the restricted-PATH convention next door
is for silence contracts, where empty-for-the-wrong-reason still passes) —
and the unit lane installs jq so 'skip' never quietly becomes 'nowhere'.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-14 21:49:48 -04:00
bvandeusenandClaude Fable 5 fb757fb4ba feat(reuse): recording gets a seam — the prior-art hook asks for create_snippet when duplication is proven and unrecorded (#2664)
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Zero snippets were ever recorded outside sessions already thinking about
snippets: the read side had a real seam (the PreToolUse hook) and the record
side had a trailing clause of a floor bullet. The trigger moment — 'I just
wrote the second copy' — is mid-Write/Edit, so the nudge now rides the same
hook: when the local arm proves the definition exists elsewhere in the repo
AND Scribe returned no record of it, the context block asks for
create_snippet. Both gates or silence, so a brand-new helper and an
already-recorded one stay nudge-free.

Floor bullet promoted to name the trigger moments (extract, hoist, second
copy); guarded by test the same way the Systems reflex is. Plugin 0.1.29 so
the cache picks up the hook (#2209).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-14 21:45:32 -04:00
bvandeusenandClaude Fable 5 77acee9239 fix(telemetry): usage counters get canaries, task references, and the missing integration tests (#2663)
The deployed instance ran with every usage counter at zero while surfacing
demonstrably fired. Every unit test was green because every unit test mocked
either _schedule or the session — the two functions that touch the database
ran against real Postgres nowhere. Both telemetry writers also held no
reference to their fire-and-forget tasks (the loop keeps only weak ones), and
swallowed every failure into logger.debug, so a total outage was
indistinguishable from an unused corpus.

- note_usage + retrieval_telemetry keep strong task references until done
- failures log at WARNING; note_usage additionally drops one AppLog error row
  per process per site, so the admin UI shows the outage without host access
- integration tests cover _insert_events -> usage_for_notes and the full
  record_pulled chain on a running loop, splitting the write and read halves
  so a failure names its side

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-14 21:45:32 -04:00
bvandeusenandClaude Fable 5 75bdb9c148 test(systems): fix two mock bugs in the seam tests — unset .id on the fake, shared to_dict dict leaking across creates
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Runs 3562/3565: _fake_system never sets .id so the dup-gate assertion
compared a MagicMock to 7; and a shared to_dict return_value dict let
the tagged create's mutation leak into the orphan create's response.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-09 15:55:56 -04:00
bvandeusenandClaude Fable 5 3455f9cb9a refactor(systems): one seam — the Systems question rides every read and write of a record
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Scribe issue #2570, from the operator's challenge: the invariant is
"always be asking whether what you're touching is a System's territory
and whether the work is filed there" — not a nudge in one corner. The
prior shape failed it twice: the hint fired only on creates (with a
special-cased zero-Systems branch), and get_task/get_note returned
records WITHOUT their Systems, so the read-side reflex had nothing to
fire on (same per-kind asymmetry as #2481).

- attach_systems(): single helper used by get/create/update for tasks,
  notes, and snippets, plus add_task_log. Tagged records always show
  `systems`; an untagged project record carries the `systems_hint`
  question instead. Neither field attaches empty (#2483). Hint is
  owner-only; everything fail-open (#2109).
- untagged_systems_hint unified to ONE question — the vocabulary
  listing varies, the question doesn't; the zero-Systems branch stops
  being special text.
- Docstrings state the uniform contract; floor prose now names the
  read-side reflex (systems visible -> list_system_records the pile).
- Plugin 0.1.27 -> 0.1.28.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-09 15:48:41 -04:00
bvandeusenandClaude Fable 5 56b1952de5 fix(systems): sweeps are the discovery moment — zero-Systems hint, create_system dedup gate, prose inverted
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First real-world test of the #2562 fixes (Scribe issue #2569): a Forge
session ran a whole-codebase audit and created zero Systems — endorsed
by the shipped guidance, whose "no particular area takes none" clause
read as an exemption for exactly the record type that enumerates the
subsystem vocabulary. And the systems_hint was silent for a zero-Systems
project, the one state nothing else nudges out of.

- systems_hint gains a zero-Systems branch: prompt the FIRST
  create_system instead of going quiet.
- create_system is duplicate-gated like the other creates (normalized
  name, archived included, fail-open) — liberal creation becomes safe by
  construction, so the guidance can stop preaching restraint.
- Prose inverted on every surface (hint text, create_system docstring,
  floor bullet, using-scribe step 7): audits/sweeps take several tags
  and mint the Systems they name; the gate is the guardrail against
  sprawl, not holding back; only a record genuinely about no particular
  area goes untagged.
- Plugin 0.1.26 -> 0.1.27.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-09 15:35:59 -04:00
bvandeusenandClaude Fable 5 3ff8803593 feat(instructions): fit the delivery fold — 2k server map, floor Systems reflex, write-time systems_hint
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Claude Code injects only the first ~2,048 chars of an MCP server's
instructions and silently cuts the rest mid-word (#2562, observed live):
_INSTRUCTIONS was 20,002 chars, so ~90% — including all Systems tagging
guidance — never reached any session. Rearchitect delivery around what
each surface actually delivers:

- _INSTRUCTIONS becomes a 1,997-char purpose-sorted map, with a header
  comment stating the budget and where detail belongs instead.
- Tool docstrings keep the per-tool HOW (audit: nearly all displaced
  topics were already duplicated there); backfill the four gaps —
  enter_project session scoping + project bootstrap, create_rule
  entity-vs-rule test, create_design_system not-a-rulebook,
  create_system two-records test.
- The plugin static context (the delivery floor) gains the
  tag-to-Systems reflex and a surfaces-layering statement; plugin
  0.1.25 -> 0.1.26 so the executing cache refreshes (#2209).
- create_task / create_note / create_snippet return a systems_hint when
  a record is created untagged in a project that has Systems — in-band
  at the exact write it applies to, fail-open like the dedup gate.
- Guards: _INSTRUCTIONS length budget, floor-states-the-reflex, and a
  displaced-topics sweep asserting every cut topic still lives on a
  delivered surface.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-09 12:53:35 -04:00
bvandeusenandClaude Fable 5 272b7dbddf feat(dedup): per-kind duplicate-report floors — notes/tasks default 0.93
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At chunk grain (#280) a note-pair's similarity is its closest chunk pair,
so the shared 0.82 floor saturated the note/task reports with related
families (38 note / 155 task groups against the 200-pair cap, measured
2026-08-09). Split kb_duplicate_threshold into per-kind settings keys
with per-kind defaults: snippet 0.82 (single-chunk, scale unchanged),
note/task 0.93 (points the report at genuinely-alike records). Settings
UI grows the two new knobs; report entrypoints inherit the change via
get_duplicate_threshold(user_id, kind).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-08-09 10:33:11 -04:00
bvandeusenandClaude Fable 5 041d8defbc feat(embeddings): best-chunk-per-note on every retrieval surface (#280 step 4)
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A note's relevance is now its best chunk's similarity, everywhere:

- semantic_search_notes keeps the indexed raw-distance top-k and over-fetches
  chunk rows (x4, composing with the x3 supersession over-fetch), then
  collapses to first-appearance-per-note — rows arrive distance-ordered, so
  first is best. Every ranked consumer (MCP/REST search, Browse, auto-inject,
  write-path, gate) inherits through the one function.
- list_notes semantic q swaps its join for a correlated MIN-distance
  subquery — the join would have repeated a long note once per matching chunk
  and made total count chunks.
- the duplicate report groups its self-join by note pair on MIN(distance):
  pair similarity = closest chunk pair, and the < join now also drops
  cross-chunk self-pairs that would flag every long note against itself.
- the write gate queries once per chunk of the candidate (capped at 8), so a
  note duplicating an existing record in ONE SECTION is caught — the
  whole-document query diluted exactly the section that mattered.

Integration test now seeds a two-chunk note and pins the collapse against
real pgvector.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-08-08 23:51:01 -04:00
bvandeusenandClaude Fable 5 0e70a3896b feat(embeddings): per-chunk rows — schema, write path, version-aware backfill (#280 steps 2+3)
note_embeddings becomes one row per chunk: PK (note_id, chunk_index), plus
chunk_text (what this vector actually encodes) and chunker_version. Migration
0077 clears the table — embeddings are derived (0067 precedent) and the old
whole-document rows are indistinguishable from single-chunk notes, so the
startup backfill regenerates the corpus at the new shape. The backfill is now
version-aware: a future shape change is a CHUNKER_VERSION bump that re-embeds
exactly the stale notes, not another wipe.

upsert_note_embedding takes (title, body) and chunks internally — one path
for the write path, the recurrence spawn and the backfill. The recurrence
spawn's own embed call is deleted outright: create_note already embeds via
embed_note (#2056), so the spawn was a second copy of the rule. An emptied
record now CLEARS its stale vectors instead of leaving them findable.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-08-08 23:47:34 -04:00
bvandeusenandClaude Fable 5 6b5043a69c feat(embeddings): chunk_document — the chunked document shape (#280 step 1)
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bge-small reads 512 tokens and fastembed truncates silently, so a single
whole-document vector permanently lost everything past ~400 words. The new
shape: split at markdown headings (fence-aware), merge small sections, split
oversize ones at paragraph boundaries, title-anchor every chunk, repeat the
section heading on continuation pieces. A record that fits the window yields
exactly one chunk identical to the historical title\nbody shape, so the
corpus's sharpest records are byte-for-byte unaffected. CHUNKER_VERSION added
so later shape changes re-embed by version comparison instead of a table wipe.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-08-08 23:43:51 -04:00
bvandeusen 2d1e26f38f feat(telemetry): ambient surfacings count, apart — enter_project and the skill sync emit
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#2477, option (a) as decided, with the readout changed in the same commit.

## The two silent surfaces

enter_project returns open tasks + recent notes on every project entry —
probably the largest surfacing by volume — and emitted nothing, so the pulls
it caused floated unattributed and the surfaced:pulled ratio ran against a
denominator missing its biggest contributor. Now source "enter_project".

build_process_manifest installs every reachable Process as an auto-surfacing
skill on the operator's machine — its own docstring calls it the most
consequential passive surface Scribe has — and emitted nothing, so a Process
matched on every relevant turn and never opened was indistinguishable from
one never installed. Now source "process_skill_sync": the honest event is
"installed", which is a surfacing in effect since the description sits in
front of the model each session.

## The readout, same commit — the condition option (a) carried

Both surfaces are AMBIENT: top-N-by-recency and install-everything are not
ranked choices. Pooling them into surfaced_count would make a note's number
dominated by "recently updated in a project you opened", and dead-weight
detection would read that as popularity — the wrong number read confidently,
which is the corrupts-data tier the survey ranked above everything else.

So usage_for_notes splits: surfaced_count stays RANKED-ONLY (every existing
consumer's reading — "surfaced often, never pulled → dead weight" — keeps
meaning what it meant), and ambient_count is new. Classified in SQL via a
CASE on AMBIENT_SOURCES so the group count stays three rows per note, not one
per distinct source. Pulls stay pooled: "did anyone ever open this?" does not
depend on how it was found.

#1038 and #2085 read agent pulls and ranked surfacings; both are unaffected
by ambient volume, which is the point.

Refs #2477
2026-08-08 22:39:13 -04:00
bvandeusen 9b3874b657 test: the auto-inject path now logs two retrievals, and that is the point
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45ba4aa made the reuse slot log its query (source: reuse_slot). The margin-gate
test pinned record_retrieval to exactly one call, which was asserting the very
asymmetry #2463 fixed — the displaced hit logged, the displacing query not.
Assert both sources in order instead.

Refs #2463
2026-08-08 22:32:58 -04:00
bvandeusen f11a547cd2 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
2026-08-08 19:58:01 -04:00
bvandeusen 52bf40de4f test: the empty duplicate report carries suggestion now — assert shape, not the exact dict
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The step-5 field addition (d7039dc) broke a test pinning the error-path
return literally. The field is deliberate: a failed scan must match a clean
scan in shape, or every consumer grows a second code path for the degraded
case. Assert the parts instead.

Refs #2547
2026-08-08 18:58:37 -04:00
bvandeusen d7039dc17c feat(dedup): the duplicate report reaches notes and tasks, with per-kind cures
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Step 5 of #278, folding in #2534. The operator's no-gate decision for the web
UI (#2482 — "an llm attached to this surface is the corrections system") has a
precondition nobody had built: the corrector has to be able to SEE what needs
correcting. find_duplicate_snippets had no equivalent for notes or tasks, so a
duplicate note was only ever noticed by accident.

find_duplicate_records(kind="snippet"|"note"|"task") — the same indexed
self-join, parameterised. Tasks are notes with a status, not a note_type, so
the kind split is a status predicate; mixing them would propose folding a
to-do into a write-up. find_duplicate_snippets stays as a wrapper because both
surfaces and SnippetListView consume it by name.

What differs by kind is the CURE, and the report says so in a `suggestion`
field rather than leaving the caller to guess:

  snippet  merge — lossless, the survivor keeps every call site
  note     NEVER merge. A correction pair → supersedes on the newer; state
           smeared across dated records → extract to the System's reference
           note; genuinely parallel → leave alone. Choosing needs the records
           READ, which is the agent's job — so non-snippet groups carry
           `members` with dates and any `existing_supersessions` already
           declared inside the group. A pair someone ruled on is not an open
           question.
  task     usually the same work opened twice — keep the one with the history,
           cancel the other with a pointer.

The snippet sibling filter stays snippet-only: it keys on symbol/code_sha,
which other kinds don't carry — and for them a look-alike is a finding.

Surfaces: MCP find_duplicate_records (classified into _READ_ONLY_TOOLS — the
completeness test would have caught the omission), REST /api/notes/duplicates,
and a KnowledgeView panel mirroring SnippetListView's — links only, no merge
button, because for notes the report proposes and the correction is a read-
and-decide act. The panel follows the type filter and clears when it changes,
so a note report can't linger under a task view.

Correcting the task's own premise: it claimed the snippet report had "no view
consuming it" — stale; SnippetListView has consumed it since it shipped. The
UI gap was only ever notes/tasks.

Answers the question carried from #2482: yes, the update routes on BOTH
surfaces can turn a record into a duplicate — the gate is create-time by
design. This report is the mechanism that catches it after the fact, which is
the model the operator chose.

Refs #278, #2547
2026-08-08 18:51:49 -04:00
bvandeusen 3f1523b19f feat(systems): read-side teeth — the vocabulary at session start, a search filter, and the state/chronicle instructions
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Step 4 of #278, product half. The audit that motivated it: one System in
project 2, thirty records tagged, nothing since July 28 — three days after the
feature landed. Not a discipline failure; retrieval was completely blind to
the association (zero references in embeddings, knowledge, search, auto-inject,
or enter_project), so tagging was a write-side label with no read-side payoff,
and labels nobody reads don't get maintained.

Three changes, ordered by what makes the others workable:

1. enter_project returns the project's Systems (id, name, first line of the
   charter). Load-bearing for the tagging instruction: you cannot ask an agent
   to check a record against a vocabulary it never sees. Trimmed because it
   rides on every session start; the full charter stays get_system's job.
   Present-and-empty rather than absent when a project has none — "no named
   areas yet" is information the create-the-System instruction acts on.

2. search accepts system_id, MCP and REST (#33). Implemented once in
   semantic_search_notes as an EXISTS against record_systems — an association
   filter deciding candidate-set membership before scoring, like project_id,
   not a ranking signal. The REST route's missing project filter stays #2463's:
   it carries a default-scope UI decision this change must not preempt.

3. The instructions (#119, _INSTRUCTIONS + using-scribe skill; plugin 0.1.25
   for the cache):
   - Tag as you write, with an executable test — "would someone investigating
     that subsystem want this in the pile list_system_records returns?" —
     rather than "tag appropriately", which is what died.
   - Create the System when the area has no record: the two-or-more test
     snippets use, plus "don't wait to be asked to name an area that plainly
     exists", because the agent's default was leaving un-modelled areas
     un-modelled forever.
   - State vs chronicle: dev-logs are written once and never rewritten; durable
     findings live in the System's reference note, updated in place — safe
     because note versions are the changelog, which has existed since the
     feature shipped and was never named as one.

list_system_records' docstring now sells it as the way to READ a subsystem,
reference note first. No auto-inject boost by System — vocabulary and filter
first, measure before adding ranking behaviour (the #2486 lesson).

Refs #278, #2546
2026-08-08 18:19:58 -04:00
bvandeusen 6c4c1bccfc test: stub the auto-inject supersession lookup where there is no database
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CI on f20c019: nine failures across three files, all on the auto-inject path.
Step 3's own tests passed; these are the same shape as the step 2 breakage —
a real database call added to a path whose unit tests run without one.

Stubbed per file, each saying why, rather than once in conftest. A global stub
would hide the dependency from every future test on these paths too, which is
the same "make the code lie" trade refused in 984407f, one level up.

The auto-inject query is kept separate from the ranker's rather than threaded
through, and that is deliberate: `_reserve_slot_for_reuse` runs a SECOND search
and can add a hit to the menu, so the final `kept` set is not a subset of what
the ranker scored. Labelling whatever actually reached the menu needs its own
lookup over that final set — one indexed query on a handful of ids.

Refs #278
2026-08-08 02:07:14 -04:00
bvandeusen f20c019f2a feat(supersession): demote what a later note overtook, and label it
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Step 3 of #278. First step with visible effect.

## Where the demotion happens, and why not in SQL

Applied AFTER the pgvector fetch, over an over-fetched candidate set, not as
part of the ORDER BY.

Ordering by `distance + penalty` would be exact and would turn an indexed
top-k into a scan-and-sort of every embedded note — the HNSW index from
migration 0067 can only serve a raw-distance ordering. So the query fetches
3x the requested rows by raw distance and the re-rank happens in Python.

Demoting after a LIMIT k with no over-fetch would have been theatre: the cut
already happened, so a superseded record pushed down still sits in the results
and the live record that should have replaced it was never fetched.

The cost is stated in the code: a live record outside the over-fetch window
cannot be promoted in. With a 0.05 penalty against neighbours ~0.014 apart,
that needs the true answer more than three ranks down, which no observed query
approaches.

## Demote, never hide — enforced in three places

The penalty applies to the RANKING score, not to the relevance threshold. The
floor decides whether a record is relevant at all; the penalty decides which
relevant record comes first. Applying it to the floor would drop a superseded
record out of the results entirely, which is the one thing this must not do.

It is small on purpose. Supersession is a claim about SOME of a record's
content, so one that strongly answers a question nothing else answers still
surfaces — just behind anything comparable that is current. Its test asserts
both bounds, the upper one citing the operator's constraint rather than an
optimisation.

And every test here that could be satisfied by dropping a record instead
asserts the record is still present.

## The dedup gate opts out

A superseded record is still a duplicate of what you are about to write — the
claim is that it is no longer current, not that it is gone. Demoting it there
would let the same note be recorded a second time, and the second copy would be
the one nothing warns about.

## The label

Auto-inject marks a superseded line SUPERSEDED with a pointer to check the
later record. One query for the whole menu. An agent handed stale material with
nothing marking it acts on it with full confidence, which is worse than never
having surfaced it — the ranking is only half the fix.

Fails open: a supersession lookup error returns unpenalised results rather than
none, because unpenalised ranking is the behaviour that shipped for months and
a broken search is not.

Refs #278
2026-08-08 02:00:06 -04:00
bvandeusen 984407f931 fix(supersession): one query for both directions, not two per note read
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CI failed on 8d9e96c — eight tests in test_mcp_tool_notes.py, all
"Connect call failed (127.0.0.1, 5432)".

The proximate cause is that `_attach_supersession` runs on every note
read/write and those are unit tests of the tool layer with no database. But the
test failure exposed a worse decision underneath it.

I had written the two directions as two service calls, so every `get_note`
made TWO extra round trips plus TWO ACL checks — on the hottest path in the
product — to save a two-line partition in Python. That is the wrong trade
whether or not a test noticed.

`get_relations` replaces both: one OR query, one ACL check, partitioned by
which column holds the note's id. Its test asserts `execute.await_count == 1`,
so the collapse can't quietly come apart later.

The tests then get an autouse stub rather than the code getting a swallow. The
tool genuinely has a new dependency; hiding that behind a try/except to keep
unit tests green would be arranging for the code to lie about what it does.
This file already records the same hazard for note 2109, so the stub sits next
to that precedent.

Added the test that matters, which the first pass missed: a superseded record
still surfaces, so an agent WILL read stale material — and it must arrive with
a plain-language warning, not just a numeric field to notice. Also pinned that
both keys are ABSENT rather than present-and-empty when there are no relations.

Refs #278
2026-08-07 22:45:56 -04:00
bvandeusen 8d9e96cc6d feat(supersession): declare it — supersedes on both write paths
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Step 2 of #278. Records and reads the claim; the demotion that makes it matter
is step 3.

`services/supersession.py` with set/get on both directions, following the
set_record_systems shape since this is the same kind of mutable M2M at the
tool/route layer rather than inside notes_svc.

## Both directions are exposed, and only one is obvious

`supersedes` is what the author claimed. `superseded_by` is what a READER needs
and what the note itself cannot know — a stale record handed over with no
marker gets acted on confidently, which is worse than never surfacing it. So
get_note carries it, says so in its docstring, and adds a plain-language line
telling the reader to open the newer note first.

Both are OMITTED when empty rather than serialised as empty lists. A field that
always says nothing trains readers to skip fields — the lesson consolidated_at
cost, removed in the previous commit.

## Refuse vs drop, which is the one real judgement here

Dropped silently: a target that doesn't exist, is trashed, is the note itself,
or would close a cycle. Each is a claim with no subject or no meaning; none is
something the caller can act on.

REFUSED with PermissionError: a target the caller can read but not write.
That is the single case where the caller could believe they succeeded and be
wrong in a way that matters — demoting someone else's record out of their
retrieval is damage invisible from the outside, with no symptom for the owner
to trace. Rule #47, and PermissionError because services/snippets.py already
uses it for read-but-not-write with both surfaces catching it.

The PATCH/PUT routes scope by the CALLER, not owner_uid: an editor-share holder
may edit the note and must not thereby inherit the owner's write access to
whatever they name as superseded.

## Cycles

A ring claims every member is obsolete. Under flat demotion that demotes them
all equally, so the set drops out of ranked retrieval together with nothing in
the data saying why. Refused by walking the existing graph from the proposed
target — iteratively with a visited set, because the graph is user-supplied and
a deep chain must not become a stack overflow on a write path. The visited set
also makes the walk terminate on a ring that already exists, which is pinned by
its own test rather than trusted.

Both surfaces (#33), the instruction surface per #119 — framed as the third
answer beside update-instead and force=true: not everything resembling an
existing record should be folded into it, and not everything distinct should
compete with it forever.

Refs #278
2026-08-07 22:38:09 -04:00
bvandeusen 5dcb738ce8 fix(backup): carry note_supersessions — the coverage guard caught the omission
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CI failed on 45c6b1c. `tests/test_services_backup.py` asserts every table is
either in `_BACKED_UP` or explicitly in `_NOT_INCLUDED`, and the new table was
in neither.

That guard exists for exactly this: a new table gets a model and a migration —
both of which fail loudly if wrong — and then silently never gets a backup
section. No error, no warning, and a restore that reports success. Its comment
says it was written to "stop the seventh" table slipping through. This was the
seventh.

Supersession claims are backed up rather than excluded because they are a
JUDGEMENT. Someone decided this note replaced that one, and nothing in either
note's text records the decision. Lose them and a restored corpus silently
returns to ranking stale material alongside current material — with no symptom
that says why.

Scoping differs by backup kind, deliberately. A whole-instance export takes
every row. A single-user export takes only claims where BOTH ends are that
user's notes: a claim spanning out to someone else's record cannot be restored
into a single-user import, since the far id is not in the map, so exporting it
would write a row that silently vanishes on the way back in.

Restore maps both ids and skips the row unless both resolve. A claim is about a
PAIR — half of one is not a weaker claim, it is a dangling row pointing at
whatever note holds that id next. Guarded by `data.get` like every post-v2
section, so v5 and older payloads restore cleanly without it.

BACKUP_VERSION 5 -> 6, and the version test moved with it. A payload section
added without moving the version produces backups that are structurally
different and indistinguishable by inspection.

Refs #278
2026-08-07 21:49:08 -04:00
bvandeusen bbba0b3ae3 refactor(embeddings): one definition of the document a record is embedded as
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`f"{title}\n{body}"` was written out four times. #2486 found three — the write
path, the recurring-task spawn, the startup backfill. The guard added here
found the fourth immediately, and it was the one that mattered most.

`dedup.find_duplicate_note` built the same string as a QUERY, compared against
embedded documents. Shaped differently from the corpus it searches, the gate
degrades silently: it still returns neighbours, just less apt ones, and nothing
says the query and the index stopped agreeing. The spawn path has the same
shape of risk — a recurring task embedded differently from everything else is
ranked against documents it doesn't match.

None of the four had diverged. That is what makes this worth doing now rather
than after: they are identical today, so collapsing them is a no-op, and the
whole point is that the next change to the shape can't hit three of four.

Which is imminent. #2486 measured a dev-log separating from five unrelated
dev-logs by 0.023 where a snippet separates by 0.153 — the difference being
that a snippet states its purpose twice in a short document. Whether that shape
is right is the open question; testing an alternative against four copies would
mean testing a shape that isn't the one in production. This is the precondition
the issue named.

The guard is source inspection, matching the f-string pattern rather than a
variable name, so a copy that renames its locals is still caught. A behavioural
test cannot see this: an inlined copy produces the same string today and
diverges the day the shape changes.

Refs #2486
2026-08-07 13:01:45 -04:00