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14 Commits
Author SHA1 Message Date
bvandeusen b134fe9aa1 fix(tests): the column guard names join tables as _BACKED_UP holds them (#3182)
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_BACKED_UP carries REAL table names — project_rulebook_subscriptions,
project_rule_suppressions, project_topic_suppressions,
project_rulebook_exclusions — not the shorter keys the payload uses for the
same sections. The registry-coverage assertion used the payload spelling and
reported four tables unguarded.

The integration round trip passed on this run, which is the half that matters:
the real restore_full_backup remaps arose_from_id onto the restored origin.
2026-08-28 15:24:38 -04:00
bvandeusen a6ef3a6a5a fix(backup): a restore stops flattening the record vocabulary, and a column guard stops the next one (#3182)
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`_note_rows` carried 16 of the `notes` table's 27 columns. A backup -> restore
cycle reported success and handed back a corpus with every snippet and process
flattened into a plain note, every issue and spike into `work`, every
provenance edge gone, and recurring tasks no longer recurring. The record-type
and kind vocabulary is what #3128 and milestone 312 were about, and a restore
erased it.

Two more found by auditing every row helper rather than only the one being
edited: `_milestone_rows` dropped `body` — a milestone IS the plan (0066), so
every plan restored as a title with no reasoning behind it — and
`_repo_binding_rows` dropped `ref`, the branch a ledger follows (#2873), so a
restored binding silently accounts for a different tree.

`arose_from_id` is deferred to a second pass beside `parent_id`, never written
in the constructor: it is an id in the SOURCE database, so copying it through
lands the edge on whatever record happens to hold that number here. An edge
whose target did not survive stays NULL rather than being guessed at. This is
the trap that kept the fix out of milestone 317 step 1.

THE STRUCTURAL HALF. The coverage guard from #2293 checks TABLES against
Base.metadata; nothing checked COLUMNS, which is how nine went missing from a
table that had been "covered" for years — added to the model and the migration,
both of which fail loudly, and never to the serialiser, which fails silently.
`_COLUMN_EXCLUSIONS` now declares, per table, every column deliberately not
exported and why, and a parameterised guard walks all 23 helpers and asserts
the two agree. Forgetting is no longer expressible.

Reconciling all 23 turned up one more deliberate exclusion worth naming: the
`code_shapes` proposal columns are the machine's standing suggestion, cleared
by judgment and recomputed by every refresh, so carrying them would restore
stale guesses over a tree the proposer has not seen.

Tests: the round trip drives the REAL restore_full_backup against Postgres,
not a reimplementation of its loop — a test that re-derives the remap it is
checking would agree with whatever the product does, including nothing.

Backup v12.
2026-08-28 15:22:50 -04:00
bvandeusen 2263fd04a4 fix(tests): the notes table has 27 columns — deleted_batch_id is the second deliberate exclusion (#3165)
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The pin test caught its own inaccuracy on the first run, which is what it is
for. `deleted_batch_id` comes from SoftDeleteMixin alongside `deleted_at` and
is excluded for the same reason: trashed rows are not exported, so neither is
the batch id that groups them for restore(). The nine-field gap #3182 tracks
is unchanged.
2026-08-28 14:55:44 -04:00
bvandeusen 2065781302 feat(notes): a note can carry its own check — verify_with, expires_when, verified_at (#3165, milestone 317 step 1)
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The sibling of migration 0090, one table over. Same distinction: a NORM is a
decision with no truth value; a CONSTRAINT asserts a fact about someone
else's software and goes false with nobody watching. Notes hold far more
constraints than rules do and hold them longer — a cross-project reference
asserting what a signing service does on a duplicate upload is believed by
every project that reads it, and nothing in the record says when anyone last
looked. note_supersessions only fires once a human has already believed it.

Three nullable columns, no backfill, no index. The index margin is thinner
than 0090's — thousands of note rows against hundreds of rules — so the
comment says to decide it in step 3 against a real query plan rather than
guessing here.

The columns land on every row in `notes`, but only non-task, non-snippet
records will be OFFERED them (gated at the service in step 2): a task's decay
is its status, and a snippet already carries a richer location-aware verdict
in data.verification. A schema-level gate would have meant a CHECK across
three columns to say what the write path says in two lines.

Backup carries the trio (v11), with `verified_at` restored through
_dt_or_none — _dt substitutes now(), which would restore every never-checked
note as checked at the moment of the restore, inverting the one signal the
sweep reads.

Found while doing that, NOT fixed here, and now pinned by a test: `_note_rows`
carries 16 of the `notes` table's 26 columns. note_type, task_kind,
arose_from_id, the recurrence pair, the lifecycle stamps, description and data
have all been missing for a long time, so a restore flattens every snippet and
process into a plain note and every issue and spike into `work`. The coverage
guard cannot see it — it checks TABLES, not columns, which is #2293's failure
mode one level down. #3182 tracks it; arose_from_id needs the second
id-remapping pass parent_id gets, which is why it is not a drive-by fix.
2026-08-28 14:54:07 -04:00
bvandeusenandClaude Opus 5 e08e999406 feat(rules): a rule can carry its own check — verify_with, expires_when, verified_at (#3095, milestone 312 step 1)
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A rulebook holds two kinds of row in one table. A NORM is a decision: no
truth value, changes only when its author changes it, and they know they
did. A CONSTRAINT asserts a fact about someone else's software, and goes
false with nobody present. Milestone 307's audit found nine stale sites;
every one was a constraint, and not one norm had rotted.

Three nullable columns so a rule can say how to check itself. expires_when
is a STATE, not a date — constraints expire when the ground moves, not on a
schedule. verified_at NULL means never checked and sorts FIRST in the sweep
to come: unexamined outranks examined-long-ago. Most rules set none of the
three; a null verify_with is the marker for "this is a decision, there is
nothing to go and check," and it only reads that way while it stays honest.

Nothing is backfilled and nothing is indexed. A migration cannot invent a
check any more than 0088 could invent a trigger, and the sweep reads a whole
rulebook — hundreds of rows, on operator demand, never on a request path.

Also, in the backup service the fields had to pass through:

- Restore now remaps arose_from_id through note_id_map. It has been exported
  since 0088 and silently dropped on the way back in ever since, so every
  restore lost every rule's provenance link.
- _dt_or_none, because _dt substitutes now() for an absent value. That is
  right for created_at/updated_at and wrong here: a rule nobody ever checked
  would restore looking freshly checked and fall to the bottom of the sweep
  it should top.

Column additions do not move BACKUP_VERSION; only new sections do, as when
0088 added when_to_apply/tier/arose_from_id to the same helper.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-27 07:44:13 -04:00
bvandeusenandClaude Fable 5 e9b8f525c8 feat(inception): projects.inception record + project_rulebook_exclusions — migration 0085 with legacy backfill; backup v10 (#2879, milestone 297 step 1)
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A project's inheritance becomes a decision, not a default (milestone 297).
- projects.inception (JSONB, NULL = undecided): {decided_at, decided_by, via
  mcp|ui|legacy, choices {exclude_always_on_rulebooks, subscribe_rulebooks,
  design_system_id, seed_systems}}; on to_dict.
- project_rulebook_exclusions: a project's opt-out of a whole always-on
  rulebook — the sibling of the rule/topic suppressions, CASCADE both ways.
- services/inception.py (first cut): the vocabulary, validate_inception
  (pure, all-or-nothing), normalize_choices, is_decided. Effects come in
  step 3.
- Migration 0085 backfills every existing project via="legacy" with its
  current standing (no exclusions, its subscriptions, its design_system_id,
  no seed) so the ask fires only for projects created after this ships.
- Backup v10: rulebook_exclusions section; project rows carry inception and
  design_system_id, restored in a post-pass once rulebooks/design systems are
  mapped (design_system_id was not restored before — fixed in passing).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-21 21:57:02 -04:00
bvandeusenandClaude Fable 5 6a0f8ad328 feat(backup): code_shape_uses travels (v9); consumer-map test expects uses (#2870)
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Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-21 15:21:13 -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 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
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
bvandeusenandClaude Opus 5 2cc9e1380e test(backup): assert the version constant, not a copy of it
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The export test pinned `out["version"] == 4`, so bumping BACKUP_VERSION broke a
test that was only ever checking the payload carries the version — which it
still did. Asserts against backup.BACKUP_VERSION now, and covers the six v5
sections alongside the v3 ones.

The guard itself passed on the first run: every table in Base.metadata was
accounted for, in both directions.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-07-31 23:13:16 -04:00
bvandeusenandClaude Opus 5 84541f392b fix(backup): six tables were silently absent, and nothing would catch a seventh
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services/backup.py enumerated its tables as hand-maintained literals with
nothing tying them to the schema. Tables added since that list was last
extended were absent from every backup — no error, no warning, and a restore
that reports success.

Missing: systems, record_systems (0065), note_usage_events (0071),
design_systems, design_tokens (0072), and repo_bindings — which the issue
itself had not spotted, found only by diffing the model tablenames against the
two lists instead of trusting either.

_NOT_INCLUDED was worse than incomplete: it named "embeddings", "invitations"
and "password_resets", none of which are tables. It read as coverage while
naming nothing the schema could confirm. Now real names, plus retrieval_logs —
observational telemetry that grows per query and that nothing reads for
correctness.

THE DELIVERABLE IS THE GUARD, not the six sections. Extending a list fixes
today and changes nothing about the next table; a new one now fails a test
until someone either backs it up or states that it shouldn't be. It checks
both directions — an unaccounted table, and a listed name that no longer
exists, which is what the three phantom entries above would have tripped.

Design systems need ordering care: parent_id is a self-FK. The export orders
parent-first (parent_id NULLS FIRST, then id — a parent always has the smaller
id), so restore resolves each parent from the map as it goes, with no second
pass. A child whose parent is missing lands as a root rather than failing the
whole restore.

Usage events are kept because pull-through is the evidence base for whether
recall works, and it only ever accumulates — a restore that dropped it would
reset that measurement to zero while everything still looked fine.

BACKUP_VERSION 4 -> 5. Every new restore section is data.get()-guarded, so
v2/v3/v4 payloads restore unchanged.

Closes #2293.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-07-31 23:09:25 -04:00
bvandeusenandClaude Opus 4.8 b49efdcb11 refactor(scribe): retire calendar/events + person/place/list entities (backend)
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Narrow Scribe to a Claude-Code work system-of-record (milestone #194,
decision note #1759). Wholesale removal per rule #22 — backend + schema half.

Calendar/events + CalDAV: delete models/event, services/{events,caldav,
caldav_sync}, routes/events, mcp/tools/events; strip event branches from
backup (bump v3->v4), dashboard (upcoming_events), trash, recent, and the
mcp server read-only allowlist + instructions.

Typed entities (person/place/list): delete mcp/tools/entities; drop the
notes.metadata (entity_meta) column from model/service/routes and the
knowledge browse service. note_type STAYS — it also marks 'process' notes.

Scheduler: event_scheduler -> recurrence_scheduler, keeping only the
recurring-task spawn job (drops event reminders + CalDAV sync).

Schema: migration 0069 drops the events table + notes.metadata column +
orphan caldav settings rows (faithful downgrade recreates them).

KEEP: recurrence.py (task recurrence), notifications task reminders, graph
view, and every work surface. Frontend + plugin/docs true-up follow next.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01BPtbSzA4JLMAKgFZ8VTg7Q
2026-07-19 13:29:14 -04:00
bvandeusenandClaude Opus 4.8 d6c8470ab2 feat(backup): v3 backup covers rulebooks, rules, events + join tables
The v2 backup silently dropped the entire rulebook system (rulebooks, topics,
rules), the project subscription/suppression join tables, and events — so a
'full' backup wasn't. v3 adds all of them with FK re-mapping on restore, and a
_not_included field that names the still-deferred tables (ACL groups/shares,
api_keys, embeddings, transient/operational) so the gap is explicit, not silent.

restore_full_backup routes v2 and v3 through one path; v3-only sections are
guarded by data.get so a v2 payload still restores cleanly.

Tests: version/coverage constants, pure join-table row helpers, and the export
contract via a mocked session (CI has no DB; full round-trip is a manual check).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-09 23:52:14 -04:00