Commit Graph

484 Commits

Author SHA1 Message Date
bvandeusen 1f6c592226 feat(plans): milestone-as-plan-container; retire kind=plan (T3)
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The milestone becomes the plan container: a new nullable milestones.body
holds the design/intent (Goal/Approach/Verification) and individual steps
live as first-class child tasks (milestone_id) instead of checkboxes crammed
into one kind=plan task body. start_planning now creates a MILESTONE seeded
with the body template (not a kind=plan task) and returns it with applicable
rules; a new get_milestone MCP tool reads the plan back (body + steps + rules).

kind=plan is hard-retired going forward — start_planning never creates one.
The 'plan' task_kind enum value stays valid so the 11 historical plan-tasks
remain readable in place; no body-shredding backfill (corpus review showed
auto-splitting their checklists into tasks would be lossy: embedded code
blocks, a non-binary [~] state, tables, ID-encoded hierarchy).

- migration 0066: add milestones.body
- model/service/route/MCP: body passthrough on create+update; get_milestone
- server _INSTRUCTIONS: "plan" = milestone w/ body + child step-tasks
- UI: ProjectView shows/edits a milestone's plan body; start_planning expands
  the new milestone and opens its plan editor
- tests updated to the milestone contract + new body/get_milestone coverage

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-14 12:22:22 -04:00
bvandeusen 79040fe5db feat(issues): S4b backend — REST task issue fields + dashboard open-issues
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Closes the REST gap S4b's UI needs (S2 only extended MCP tools):
- routes/tasks.py: create/update accept system_ids (set-semantics) + arose_from_id;
  GET/create/update return the task's associated systems. kind=issue already
  flowed via task_kind. Associations set via services/systems (ACL-checked;
  can_write_note already gated).
- services/dashboard.py: _open_issues section (owner-scoped, ranked like other
  task lists, capped) added to build_dashboard. Dashboard test updated for the
  new key.

Refs plan 825 (S4b, backend half).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-14 10:42:24 -04:00
bvandeusen 4f22646c88 feat(issues): S3 REST routes — systems CRUD + project open-issues
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Third slice of Issues + Systems (spec #825).

routes/systems.py (nested /api/projects/<id>/...): GET/POST systems (list adds
per-system open_issue_count via one grouped query), GET/PATCH/DELETE a system
(GET returns records split into issues/tasks/notes), GET .../systems/<id>/records
(kind/open_only filters), GET .../issues (project's open issues for the project
view + dashboard roll-up). login_required; project access via get_project_for_user;
writes gated by can_write_project (clean 403); system.project_id verified to match
the path. Blueprint registered in app.py.

services/systems.py: + open_issue_counts_by_system (one grouped query) and
list_issues (project issues, open by default).

Tests: structural (blueprint registered + in app, handlers callable, service
contracts take user_id) — matches the house route-test pattern.

Refs plan 825 (S3).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-13 23:14:54 -04:00
bvandeusen 85e0501705 feat(issues): S2 MCP tools — system CRUD + issue/system wiring
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Second slice of Issues + Systems (spec #825).

New mcp/tools/systems.py: create_system, list_systems, get_system (records
split into issues/tasks/notes), update_system (incl. archive via status),
list_system_records (kind/open_only filters), delete_system. Registered in
register_all; read tools (get_system, list_systems, list_system_records) added
to the read-only-key allowlist (write tools default-deny).

create_task/update_task: kind now accepts 'issue'; new system_ids (set-semantics
associations) and arose_from_id (provenance, 0=unchanged/-1=clear) args.
create_note/update_note: new system_ids arg (notes associate with systems too).
services/notes.create_note: arose_from_id passthrough (update_note already
handles it via setattr).

Tests: MCP system tools + create_task issue-wiring (kind/provenance/systems),
service layer mocked.

Refs plan 825 (S2).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-13 23:07:37 -04:00
bvandeusen b91c447b0b feat(issues): S1 schema — issue task_kind, System entity, associations
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First slice of the Issues + Systems feature (spec #825, plan #819 T2).

Schema (migration 0065):
- task_kind CHECK expands work|plan -> work|plan|issue (same-change, rule 36)
- notes.arose_from_id: optional self-FK for issue->originating-task provenance
  (distinct from parent_id sub-task hierarchy)
- systems: per-project, self-describing (name + description) subsystem/area
- record_systems: M2M join linking any note/task/issue to systems (mutable)

Models: System + RecordSystem; note.py gains arose_from_id (+ index, to_dict).
Service services/systems.py: CRUD, archive, soft-delete, set/list associations,
records-for-system, open-issue count — all gated via services/access.py project
permissions (rule 78, no bare-owner filters). Unit tests lock the ACL gating;
the migration is exercised by CI's integration lane (alembic upgrade head).

is_task stays a derived property (status is not None) — unchanged. T1 (typing-
axis rationalization) intentionally NOT bundled; this only adds the enum value.

Refs plan 825 (S1).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-13 22:53:51 -04:00
bvandeusen 88106309f4 feat(plugin): add 4 Scribe-native process-skills (restore superpowers gap)
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Superpowers was uninstalled but its replacements were never built (only
using-scribe shipped) — a live functional hole. Author the 4 the operator
wants back, each integrated with Scribe's toolset rather than generic copies:
- writing-plans     -> start_planning / kind=plan task, not local .md
- systematic-debugging -> capture issue (symptom->cause->fix, tag issue) on resolve
- verification      -> log results to the task work-log; honest done
- brainstorming     -> recall prior thinking first; capture the decision note

Skipped TDD + receiving-code-review per operator (well-covered by Claude/them).
Manifest + using-scribe list now advertise only the 4 that ship. Remove the
stale docs/superpowers/*.md reference in _INSTRUCTIONS (superpowers is gone).
Plugin 0.1.6 -> 0.1.7.

Refs plan 821 (Phase 3 of 755).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-13 20:52:34 -04:00
bvandeusen c0b9831b0f feat(mcp): issue-capture convention in _INSTRUCTIONS (B8)
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Finish the breakfix/issue-logging gap as a lightweight convention: when
recording a solved problem, capture symptom -> root cause -> fix and tag it
'issue' so it's findable instead of re-diagnosed. Pairs with the B9 trigger
('log when a problem is found'). No schema change — a structured note_type/
task_kind=issue is deferred to a joint schema pass with B7.

Refs plan 812 (B8 convention; B7 deferred).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-13 16:27:33 -04:00
bvandeusen f125f86e16 ref(mcp): make the dev-ACL instruction self-contained (no instance coupling)
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Drop the '(This instance's rules carry the specifics.)' pointer — universal
_INSTRUCTIONS must not assume this install has a particular rulebook. State the
ACL principle on its own so it holds for any Scribe install/fork.

Refs plan 812 (instance-agnostic product principle).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-13 16:01:17 -04:00
bvandeusen 95e1d47ceb ref(mcp): neutralize dev-shaped vocabulary in _INSTRUCTIONS + add write-mandate (B9/A4)
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The MCP instructions are domain-neutral except a thin layer of dev vocabulary
and one project-specific paragraph (B10 audit, task 812). Make the data store's
own instructions serve any domain, and add the missing positive write-mandate.

B9 (neutralize):
- 'before writing code' -> 'before you dive in'
- Note examples 'dev-logs' -> 'logs of what happened'
- record trigger 'a merge, a shipped feature, a finished plan' + 'dev-log note'
  -> 'finishing a task, or hitting/discovering a problem that changes direction'
  (folds in B8: log pivots, not just wins; mirrors the static-tier wording)
- recall examples 'ticket/dev-log' -> 'task/prior note' (server + SKILL.md)
- 'Engineering and workflow rules' -> 'Workflow and standards rules'
- slim the 'developing Scribe itself' ACL paragraph to a neutral one-liner
  (project-specific specifics already live in rules #47/#78)

A4 (write-mandate): state up front that Scribe is the system of record — record
work here, recall before acting, don't keep project work in local files.

Refs plan 812 (B9, A4, B8-trigger); B10 audit work-log.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-13 15:57:22 -04:00
bvandeusen 9eddb8497c feat(plugin): Scribe replaces native memory by instruction; tighten project-scope discipline
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Direction change (operator, see plan task #755 work-log): the plugin must
NOT depend on disabling a native Claude function to work. It earns its place
by steering behavior, not by toggling autoMemoryEnabled.

Memory doctrine (no dual-write):
- using-scribe SKILL.md gains "Scribe holds these functions — don't keep a
  second copy": route rules/recall/planning to Scribe, don't also write them
  to native auto-memory, never instruct disabling a native function, and
  accept a "Scribe-shaped hole" if the plugin is removed (recover over time).
- mcp/server.py _INSTRUCTIONS: drop the paragraph that told the model to
  create/refresh a "rules live in Scribe" pointer in CLAUDE.md / ~/.claude
  memory. That was an active dual-write instruction; the SessionStart hook is
  the bridge now. Replaced with the no-dual-write / no-settings-dependency
  doctrine. Supersedes plan #755 Phase 6 ("set autoMemoryEnabled:false").

Project-scope discipline (stop cross-project bleed):
- using-scribe SKILL.md gains "Stay inside the active project's scope": pass
  project_id to every read, only reference/offer work on the in-scope project,
  ask before switching.
- _INSTRUCTIONS scope bullet extended from reads to referencing/offering, and
  flags get_recent as cross-project.
- get_recent docstring gains a scope note steering to scoped list_* when a
  project is active.

plugin.json 0.1.4 -> 0.1.5 so clients' caches actually refresh (re-shipping
under the same version does not bust the cache).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-10 13:08:17 -04:00
bvandeusen da511fcc9f feat(ui): declutter dashboard done-recently + MCP-access, add per-project stats
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Dashboard:
- 'Done recently' chip-cloud -> compact uniform list (Active-now row style),
  showing 5 with inline expand to the rest (backend already returns up to 8).
- New 'Projects' rail card: each active project with 'N open · M done'.
  Backend already computed done_count (dashboard.py) — now surfaced in the
  /api/dashboard payload per active project.

MCP Access (Connect Claude / Claude Code):
- Progressive disclosure: lead with the pre-filled plugin-install snippet;
  fold server name, scope, marketplace URL, and the MCP-only path into a
  single 'Customize' expander. Desktop tab keeps its own server-name field.
- Marketplace URL now defaults to this instance's own repo via
  config.PLUGIN_MARKETPLACE_URL (env-overridable); /api/plugin/marketplace-url
  falls back to it, so the field + install snippet are pre-filled out of the
  box instead of showing a generic placeholder.

Refs #761

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-10 11:04:23 -04:00
bvandeusen 50b6902fe2 docs(mcp): encode rule-scope model in rulebook tool descriptions
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Make the always-on / subscribed / project-rule distinction explicit at the
authoring surface so it can't silently regress (for this operator or other
users). Previously the tools said only 'cross-project rulebook rule' and a
bare 'subscribe a project' — nothing steered project-specific detail away
from shared rulebooks, which is how a Scribe-pinned rule ends up binding
every family project.

Principle encoded in 5 places: a rule's home is chosen by WHO it should bind,
and both rulebook tiers are SHARED so their rules stay general — they differ
in reach (all projects vs opt-in by theme), not generality. Project-specific
detail goes in create_project_rule.

- server.py MCP instructions: add the 3-tier authoring principle
- create_rule / create_rulebook / create_project_rule / subscribe_* docstrings
- using-scribe SKILL.md: a 'Where a new rule goes' note for the pull path

Refs #755

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-10 10:15:01 -04:00
bvandeusen 8fe571e175 feat(plugin): resolve session project from git remote, not a pinned project_id
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The SessionStart hook asked for a project_id via plugin userConfig, which pins
one install to a single project — wrong for an operator working across many
repos/projects. Resolve the active project server-side from the working repo's
git remote instead (a stable identifier, not a dir-name guess).

- repo_bindings table (migration 0064) + RepoBinding model: (user, repo_key) ->
  project, FKs CASCADE.
- services/repo_bindings: normalize_repo_key collapses ssh/https/scp/creds/port/
  .git to host/owner/repo; resolve/set/list/delete.
- GET /api/plugin/context takes ?repo=<remote>; unbound repo -> a "bind this
  repo" hint with a ready bind_repo() call. project_id kept as manual override.
- MCP tools: bind_repo / list_repo_bindings / unbind_repo.
- Hook sends ?repo=$(git remote get-url origin) URL-encoded; all project_id
  handling removed. plugin.json drops the project_id userConfig (0.1.2 -> 0.1.3).
- Tests: normalize equivalence classes + unbound-hint rendering.

Refs task 755 (Scribe-as-plugin push channel).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-10 01:33:58 -04:00
bvandeusen 1d82e81527 feat(plugin): admin-configurable marketplace URL as the install default
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The Settings install command had a <your-scribe-repo> placeholder — not
copyable. Add an instance-global 'plugin_marketplace_url' setting (admin sets
it to the app's own repo) that every user's MCP Access reads, so the
/plugin marketplace add command is copyable out of the box. Keeps it universal
(each deployment configures its own repo) rather than hardcoding one.

- services/settings.get_admin_setting(key): admin-scoped global read.
- routes/plugin: GET /api/plugin/marketplace-url (any user) + PUT (admin).
- SettingsView: Admin → 'Plugin marketplace' field to set it; MCP Access
  marketplace field falls back to the configured value.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-10 00:17:05 -04:00
bvandeusen 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
bvandeusen 3ab16fcbdb feat(plugin): add /api/plugin/context push-channel endpoint + dogfood hook
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Phase 1 of plan #755 (Scribe-as-plugin). Gives Scribe its own session-start
push channel so always-on rules + active-project context surface without being
asked — the gap behind 'I have to prompt for everything'.

- services/plugin_context.build_session_context: renders always-on rule titles
  grouped by topic (under the 10k additionalContext cap; full text stays one
  list_always_on_rules/get_rule call away) + optional project goal/open-task
  count + a recall/update-over-create reflex line. Capped at 9000 chars.
- routes/plugin GET /api/plugin/context (login_required already accepts Bearer
  fmcp_ keys; read scope suffices).
- tests: titles-not-statements, project scoping, length cap (pure mocks).
- scripts/scribe_session_context.sh: dogfood SessionStart hook, fail-open,
  reads url+token from .mcp.json. Superseded in Phase 2 by the plugin-bundled
  hook using userConfig.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-09 22:43:08 -04:00
bvandeusen e3c6124912 feat(mcp): make Scribe reflexively recall + scope reads to the active project
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The MCP surface advertised writing well but recall poorly, and project
scoping had no anchor that survived past enter_project's snapshot:

- search / list_notes dropped the project_id their services already
  support, so a scoped search was impossible — every query swept all
  projects and bled unrelated work into the session.
- The tool descriptions were mechanical ("Semantic search over the
  user's notes and tasks") with no trigger telling Claude WHEN to reach
  for them; the server instructions were all write-discipline and said
  nothing about searching before answering or starting work.

Changes:
- search, list_notes: add project_id param, wired to the service.
- search, list_notes, list_tasks: trigger-worded descriptions that push
  passing the active project's id and reserve project_id=0 for a
  deliberate cross-project sweep.
- _INSTRUCTIONS: add a 'Reach for Scribe to RECALL, not just to record'
  block — search before answering/starting, check for an existing ticket
  before create_task, scope reads to the active project (which does not
  stick on the server).

Paired with always-on rule #75 in the FabledSword-family rulebook.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-04 22:43:55 -04:00
bvandeusen 70ab3f38c6 chore: remove pre-pivot dead code + finish Scribe rebrand (#599 t1-3)
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- Header wordmark Fabled -> Scribe; fable:calendar-changed event ->
  scribe:calendar-changed; SettingsView CSS comment.
- Drop dead Project.auto_summary + summary_updated_at columns (migration
  0063) -- the Ollama-era summarizer is gone; model + 2 frontend types +
  projects test updated.
- Remove pivot vestiges: diagnostics _curator_busy()/curator_busy
  heartbeat field, tz BRIEFING_DAY_START_HOUR/user_briefing_date dead
  aliases, the ignored 'model' param on get_embedding (+ its test).

ruff src/ clean; CI is the gate. Part of scribe plan #599.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-03 16:16:44 -04:00
bvandeusen b255a0f90e refactor: rename package fabledassistant -> scribe (code-only)
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Renames src/fabledassistant -> src/scribe and all imports, plus the
default DB name and DB user/password (fabled -> scribe) in config +
compose. 952 refs / 154 files. Reverses the old 'internal name stays
fabledassistant' convention.

Code-only: live databases are still physically named 'fabledassistant'.
Deployed environments must set POSTGRES_DB / POSTGRES_USER (or rename the
DB) since the defaults now resolve to 'scribe'. Repo (FabledScribe), git
host (fabledsword), MCP (fabled-git) and the image name (fabledscribe)
are intentionally unchanged.

ruff check src/ clean locally; CI (typecheck + pytest) is the gate.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-03 15:48:35 -04:00
bvandeusen d4666bea7f feat(mcp): add multi-user sharing ACL guard to _INSTRUCTIONS
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The ACL constraint (scope every read/mutation by owner + shares via
services/access.py) is a security-correctness invariant that should
always be loaded, and it's FabledScribe-specific — so it belongs in
Scribe's own contained _INSTRUCTIONS, not the cross-project FabledSword
rulebook. The redundant rulebook rule will be retired once this ships
to prod.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-03 13:47:02 -04:00
bvandeusen f446573c3d feat(mcp): proactive project bootstrapping at session start
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Adds an always-on _INSTRUCTIONS directive: when work touches Scribe and
no project is in scope, search for a related project and propose
enter_project (confirm first), or offer to create one (confirm name/goal
first) — never silently adopt or create. Pairs with the enter_project
handshake and the host-memory pointer directive. Closes scribe task #585.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-03 11:01:55 -04:00
bvandeusen 82d6812c7f feat(mcp): milestone_id=-1 clears a task's milestone (update_task)
Optional FKs on update_task previously had no way to express 'remove' —
0 meant leave-unchanged and any positive int meant set, so a milestone
(or project) could only be cleared via the web UI. Now -1 clears the FK
(NULL); clearing project_id also clears milestone_id since a milestone
can't outlive its project. update_note already NULLs on None, so the
change is confined to the tool wrapper. Closes scribe task #586.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-03 10:59:47 -04:00
bvandeusen 8c9ca45479 feat(mcp): instruct agents to keep a Scribe-rules pointer in host memory
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When a project subscribes to a rulebook, the agent should ensure the
host's persistent memory carries a pointer that engineering/workflow
rules live in Scribe (loaded via list_always_on_rules / enter_project),
plus a one-line note of the current project's work. Pairs with the
existing 'don't duplicate rules into memory' directive: memory holds the
pointer + project context, Scribe holds the rules.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-03 10:42:23 -04:00
bvandeusen e023c21aa1 docs(mcp): instruct agents to drive task lifecycle + log work
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Adds a 'keep task state honest' directive to the MCP _INSTRUCTIONS: set
in_progress on start, log progress with add_task_log as you go, set done the
moment work completes (never leave finished work at todo), and write a dated
dev-log note on the project at significant landings. Reinforced in the
update_task status docstring. App-layer + always-loaded, no rule/config needed
— closes the gap where finished work (e.g. a shipped plan) sat open because the
lifecycle was available but never prescribed.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-03 09:24:26 -04:00
bvandeusen 7ef7d10b24 feat(dashboard): GET /api/dashboard endpoint
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Task 2 of #583. Minimal login-gated blueprint returning build_dashboard(uid);
registered in the app factory.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-02 23:22:08 -04:00
bvandeusen 6a3619555d feat(dashboard): aggregation service build_dashboard
Task 1 of #583. build_dashboard(user_id) assembles the /dashboard payload:
most-recently-active projects (ranked by max child updated_at) each broken
into active milestones -> open tasks (in_progress->priority->recency, capped 5),
recently-completed (7d/8), upcoming events (7d), week stats. Owner-scoped,
trashed excluded; each section isolated via _safe so one failure doesn't blank
the page.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-02 23:21:23 -04:00
bvandeusen fb1ae915e4 feat(processes): expose process as a knowledge type
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Task 4 of #582. Add 'process' to the knowledge route _VALID_TYPES and to the
get_knowledge_counts facet + total. query_knowledge/_apply_type_filter already
handle arbitrary note_type, so listing by type=process works unchanged.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-02 22:29:08 -04:00
bvandeusen c2b2694ea3 docs(mcp): document Processes in server instructions
Task 3 of #582. Tells Claude that note_type=process notes are reusable saved
prompts and to fire them via list_processes/get_process on 'run the X process'.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-02 22:29:08 -04:00
bvandeusen 7b5a75989a feat(processes): MCP create/list/get/update_process tools
Task 2 of #582. New mcp/tools/processes.py mirrors entities.py — tools wrap
notes_svc directly. get_process is the fire mechanism (returns the full prompt
via resolve_process; surfaces other_matches on an ambiguous name). Registered
in register_all.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-02 22:27:41 -04:00
bvandeusen 1babe59843 feat(processes): add resolve_process name/id resolver
Task 1 of the Stored Processes plan (#582). resolve_process(user_id, name_or_id)
resolves a note_type=process note owner-scoped + non-trashed, precedence
numeric id -> exact case-insensitive title -> substring; returns
(note, other_candidates) so an ambiguous fuzzy match can be disambiguated.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-02 22:26:29 -04:00
bvandeusen 2c929a0435 feat(reminders): per-occurrence reminders for recurring events
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Drift-audit Group 8 (final item). _fire_reminders previously gated on the
base row (reminder_sent_at IS NULL AND start_dt > now), so a recurring event
reminded at most once ever — once the first occurrence passed, no future
occurrence qualified.

Now recurring events are evaluated every sweep against their next occurrence
(rrulestr.after(now)), and reminder_sent_at stores the start of the occurrence
last reminded about. Each new occurrence has a distinct marker, so it re-arms
and fires exactly once per occurrence. One-shot events keep the classic
NULL gate. Also adds the deleted_at filter so trashed events stop reminding.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-02 19:50:45 -04:00
bvandeusen cf4962d7e8 chore(profile): drop dead curator columns from UserProfile
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Drift-audit Group 7: learned_summary, observations_raw, and
observations_updated_at were populated by the curator/LLM-profile machinery
removed in the Phase-8 pivot. Nothing has written them since and the profile
API returned permanently-empty fields. Remove them from the model + to_dict
and drop the columns (migration 0062). Verified zero frontend/backend/test
consumers.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-02 19:48:37 -04:00
bvandeusen c39d7356ed chore(dead-code): fix prod image, drop orphaned code, correct delete_rule doc
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Drift-audit Group 7 (renamed/removed lingers) + Group 5 #9:

- docker-compose.prod.yml pulled fabledassistant:latest, a tag CI stopped
  publishing after the rename. Point it at fabledscribe:latest (the name CI
  and quickstart use). The internal DB name stays fabledassistant by design.
- Remove the unused hard-delete delete_note imports from the notes and tasks
  route modules (they delete via trash; the import was an attractive nuisance
  that bypassed soft-delete).
- delete_rule MCP tool: docstring/warning said 'permanently delete' but the
  body moves the rule to recoverable trash. Corrected to match.
- Delete services/calendar_sync.py: fully orphaned (zero importers) and it
  read Config attrs that no longer exist, so any re-wiring would crash.
- Remove dead services: notes.search_notes_for_context and logging.log_generation
  (zero callers; log_generation wrote a 'generation' category no stats/UI surface).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-02 19:28:36 -04:00
bvandeusen 8d739c5da1 perf(search): offload cosine scoring off event loop; document best-effort feed
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Drift-audit Group 9 (param-cliff / unbounded search work):

- semantic_search_notes: the O(rows) cosine-similarity scoring loop ran
  synchronously on the event loop, so every RAG injection / search stalled
  other requests proportional to the user's embedding count. Move the scoring
  into asyncio.to_thread (results unchanged). The deeper fix — bounding the
  candidate set via pgvector ORDER BY/LIMIT — is noted as separate infra work.
- _semantic_knowledge_search: documented the best-effort top-N semantics —
   is the capped candidate-window size (not the true match count),
  matches beyond the cap aren't page-reachable, and each page recomputes the
  full merge. Prevents the silent-truncation trap; cached ranked-id paging /
  pgvector is the fix if exhaustive pagination is ever required.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-02 19:24:57 -04:00
bvandeusen 7ce5bb8450 fix(lifecycle): OAuth pw 500, invite lockout, reminder re-arm, partial-unique
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Drift-audit Group 8 (lifecycle gaps):

- change_password no longer 500s for OAuth-only users: short-circuit when
  password_hash is None (verify_password would crash on None) so the route
  returns a clean 4xx instead of a 500.
- register_with_invitation no longer locks the invitee out on a username
  collision: create the user FIRST, then mark the token used, so a failed
  creation (409) leaves the single-use invite valid for retry.
- update_event re-arms reminder_sent_at when start_dt/reminder_minutes change,
  so a rescheduled event fires again instead of being permanently suppressed.
- Migration 0061: uq_topic_per_rulebook / uq_rule_per_topic become PARTIAL
  unique indexes (WHERE deleted_at IS NULL). Trashing 'X' then recreating it
  no longer 500s on the dead row's title. Model __table_args__ updated to match.

Deferred: per-occurrence reminders for recurring events (event_scheduler) —
needs a per-occurrence reminder-state design, not a one-line gate tweak.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-02 19:23:35 -04:00
bvandeusen 2fd9a2300a fix(caldav): point-event round-trip, recurrence push, delete propagation
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Drift-audit Group 5 #7/#8 + Group 7 (CalDAV write-path):

- Point events no longer fabricate a 60-min DTEND: caldav.create_event emits
  DTSTART-only when there's no end and no duration, so the next pull doesn't
  read it back as duration_minutes=60 and silently lengthen the event.
- Recurrence edits now propagate: caldav.update_event gains a recurrence param
  (sentinel = leave unchanged; value/empty = set/clear RRULE), and _push_update
  passes the local event's rule so a changed/cleared RRULE isn't overwritten
  by the stale remote rule on the next pull.
- Event deletions propagate to CalDAV: trash.delete captures an event's
  caldav_uid before soft-deleting and fires _push_delete, so a UI/MCP delete
  removes the remote copy instead of leaving it to linger. (delete_event the
  service primitive is kept — still tested/usable — rather than removed.)

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-02 19:20:14 -04:00
bvandeusen c016bd664e fix(status-enum): add paused to ProjectStatus, validate, fix progress
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Drift-audit Group 6 + Group 5 #6 (enum-extension / status drift):

- ProjectStatus gains 'paused' — routes and frontend already treated it as
  first-class, but the enum (the source of truth) omitted it and the error
  strings lied. A future CHECK derived from the enum would have rejected
  existing paused rows.
- create_project/update_project now validate status via ProjectStatus at the
  service layer (canonical gate; notes.status has no DB CHECK), so the MCP
  create/update_project path can't persist a typo'd status. MCP docstrings
  realigned to the 4-value domain; route error strings corrected.
- get_milestone_progress: cancelled tasks are excluded from the percent
  denominator (and now reported in status_counts), so a milestone whose only
  open task was cancelled reaches 100% instead of stalling below it.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-02 19:16:45 -04:00
bvandeusen aef5009fc2 fix(contract-drift): MCP read-only scope, shared-note writes, event TZ
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Drift-audit Group 5 (high-severity contract drift):

- MCP read-only keys could call every write tool: the Bearer resolver
  discarded api_key.scope and dispatch had no gate. Add resolve_bearer()
  (returns user_id + scope) and a scope gate in the /mcp ASGI wrapper that
  buffers the JSON-RPC body and rejects tools/call for any tool outside a
  read all-list when scope=='read' (default-deny for unknown/new tools).
- Shared project notes/tasks panel was empty for non-owners: get_project_notes_route
  now queries notes/milestones with the project OWNER's uid (mirrors the
  already-fixed milestones route).
- Shared editors couldn't save/delete shared NOTES (tasks worked): the three
  notes write routes now resolve via get_note_for_user, gate on can_write_note,
  and write as the owner — matching the tasks routes.
- Event timezone drift: naive datetimes from the MCP date+time split are now
  localized to the user's tz at a single canonical service point (create_event
  /update_event), so MCP- and UI-created events agree. tz-aware inputs
  (REST/CalDAV) pass through untouched.
- create_note validates status/priority (TaskStatus/TaskPriority), closing the
  MCP create_task path that let out-of-enum values persist (no DB CHECK).

Tests cover resolve_bearer scope + the write-tool classifier.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-02 19:02:19 -04:00
bvandeusen c363a5a6df fix(retention): add cleanup sweeps + CalDAV orphan reconciliation
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Drift-audit Group 4 (retention / unbounded growth):

- CalDAV pull now reconciles deletions: a previously-synced event whose
  caldav_uid no longer appears remotely within the synced window is
  soft-deleted (one batch_id per run, restorable), so a remote delete
  propagates locally instead of orphaning forever. Guarded on a non-empty
  fetch so a spurious empty result can't wipe every local copy. Also wrap
  the blocking fetch in a 120s wait_for and log run duration.
- Notifications: hourly loop now purges read notifications older than 30d
  (unread kept). Table no longer grows without bound.
- Auth tokens: new daily sweep deletes password-reset / invitation tokens
  whose validity window ended >7d ago; wired via start_auth_token_retention_loop
  in app startup. Both tables previously only flipped used=True, never pruned.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-02 18:55:23 -04:00
bvandeusen 5fe0fd126d fix(soft-delete): filter trashed rows across read/write paths
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Drift-audit Group 3 (soft-delete lifecycle gaps). Trashed rows were
leaking into reads and being mutated/resurrected by writes:

- update SELECTs now exclude trashed rows: update_milestone,
  update_project, update_event, and get_milestone_in_project (the latter
  backs all four milestone routes). Mutating a trashed row silently
  persisted and reappeared on restore.
- MCP get_recent (notes/projects/events) and list_tags now filter
  deleted_at IS NULL, so trashed items stop surfacing in the agent's
  bootstrap context and tag counts.
- convert_task_to_note clears recurrence_rule + recurrence_next_spawn_at
  so a demoted note can't spawn children via the (now-live) sweep.
- caldav pull skips locally-trashed events (by caldav_uid) instead of
  resurrecting them via update or creating a duplicate live copy.
- trash _cascade now stamps the FULL sub-task subtree (iterative descent),
  not just direct children, so deeply nested sub-tasks restore as one
  batch. Test updated for the new descent query.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-02 18:51:40 -04:00
bvandeusen 8b49ea896a fix(schedulers): wire recurring-task spawn + deliver event reminders
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Drift-audit Group 2 (Phase-8 amputation — live wiring, no consumer):

- Recurring tasks never recurred: spawn_recurring_tasks() had no caller.
  Register it as a 15-min interval job in the event scheduler (which
  app.py already starts/stops). Also add a deleted_at IS NULL guard to
  the spawn query in the same change, so a trashed recurring parent can
  never resurrect children once the sweep is live.
- Event reminders were stamped reminder_sent_at but never delivered.
  _fire_reminders now creates an 'event_reminder' in-app notification
  before stamping, so a delivery failure stays retryable. Frontend
  NotificationsPanel renders the new type ( + message); message logic
  pulled into a notifMessage() helper.
- Remove the dead _fire_push_notif no-op stub (push left in Phase 8) and
  its three create_task call sites — no more throwaway tasks per share.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-02 18:47:54 -04:00
bvandeusen e70fe545cc fix(trash): owner-scope all trash ops — close cross-tenant IDOR/disclosure
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Drift-audit Group 1 (authz/IDOR). Multi-user is live, so these were
exploitable ACL bypasses:

- trash.py: add _owner_clause() and apply it to _exists_alive, restore,
  purge, list_trash, and purge_expired. A batch_id is a bearer token;
  without an owner predicate a leaked/guessed id let one tenant read
  (list_trash), restore, or PERMANENTLY purge another's content. Topics
  and rules carried no owner check at all (_OWNER mapped them to None) —
  ownership now derives through the parent rulebook (or owning project,
  for project-scoped rules).
- purge_expired is now per-user; trash_scheduler iterates every user and
  applies that user's own trash_retention_days window, instead of
  applying user 1's window to everyone (early data loss for other users).
- rulebooks subscribe/unsubscribe_project now assert project ownership,
  matching the suppression endpoints.
- topic/rule DELETE routes return 404 when nothing owned was removed.

Regression test locks in that every model — including topics/rules —
gets a real owner clause.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-02 18:44:32 -04:00
bvandeusen 7861607fb8 feat(rules): project rule + topic suppressions
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Lets a project mute individual rules or whole topics from rulebooks it
subscribes to, without unsubscribing the rulebook. Two new association
tables (migration 0060), 4 MCP tools (suppress/unsuppress × rule/topic),
4 REST endpoints, and an inline "× skip" affordance plus collapsed
"Suppressed (N)" section in the project's Rules tab.

get_applicable_rules now emits suppressed_rules and suppressed_topics
(detail objects with rulebook/topic context, not just IDs) so the UI
can render the suppressed list without a follow-up lookup. The main
rules projection grew topic_id and rulebook_id columns for the per-row
suppress affordance.

Project deletion cascades the suppression rows via hard DELETE — they
are pure associations with no soft-delete column, and restoring a
deleted project should start fresh, not inherit stale mutes.

Project-scoped rules (Rule.project_id) are deliberately not suppressible
— delete them with delete_rule instead.

Implements plan-task #187.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-06-01 02:26:20 -04:00
bvandeusen c5469214e3 feat(rules): enter_project handshake (S4)
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New enter_project(project_id) MCP tool composes get_project +
get_applicable_rules + get_project_milestone_summary + recent
open-tasks + recent notes into one round-trip, intended to be called
at session start (or whenever the active project changes) so Claude
has the full project context loaded before it starts mutating.

_INSTRUCTIONS now points Claude at enter_project for project-scoped
work, alongside the existing list_always_on_rules instruction. No
schema change; pure composition over existing services.

Closes the four-slice rules-consolidation plan (Scribe task #508):
S1+S2 (always_on flag + Scribe-first prompt, 658348f), S3 (project-
scoped rules, 43a860c), and now S4.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-06-01 01:14:37 -04:00
bvandeusen 43a860c3ac feat(rules): project-scoped rules (S3)
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Rules can now belong to either a rulebook topic OR a single project,
enforced by a CHECK constraint (exactly-one of topic_id/project_id).
Adds the create_project_rule MCP tool + REST endpoint, surfaces
project-scoped rules in get_project/get_task/start_planning under a
new project_rules field, and adds a project Rules tab section with an
inline create form so the operator can author project rules from the
UI without rulebook ceremony.

- migration 0059: rules.project_id (FK projects ON DELETE CASCADE),
  topic_id now nullable, CHECK ck_rule_topic_xor_project, index on
  project_id
- model: Rule gains project_id; to_dict exposes it
- service: create_project_rule with project-ownership guard; list_rules
  with project_id filter UNIONs subscription-derived + project-scoped;
  get_applicable_rules adds a project_rules field; get_rule / update_rule
  / delete_rule fetch via a shared _fetch_owned_rule that handles both
  rulebook and project ownership paths
- trash: project delete cascades to project-scoped rules
- MCP: create_project_rule tool registered; _INSTRUCTIONS mentions both
  create_rule and create_project_rule paths
- REST: POST /api/projects/<id>/rules (statement required, title derived
  if omitted)
- frontend: Rule type gains nullable topic_id + project_id; createProjectRule
  client; ProjectRulesTab.vue gains a "Project rules" section with inline
  create form and per-rule expand/delete
- tests: register count → 18; create_project_rule unit tests (required
  fields, title derivation, explicit-title pass-through); applicable_rules
  shape tests now include project_rules; trash cascade test updated to
  expect 5 executions

S1+S2 (always_on flag + Scribe-first prompt) shipped in 658348f.
S4 (enter_project handshake) follows.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-06-01 01:10:18 -04:00
bvandeusen 658348f208 feat(rules): always_on rulebook flag + Scribe-first prompt
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Adds rulebooks.always_on (migration 0058) and a new list_always_on_rules
MCP tool so a session-start eager pull can fetch standing rules without
needing an active-project notion. Updates _INSTRUCTIONS so Claude calls
the new tool at session start and codifies engineering rules in Scribe
rather than CLAUDE.md / auto-memory.

Seeds FabledSword family rulebook to always_on=true on migrate, matching
its design role as the cross-project standards rulebook.

Frontend: badge in RulebookListPane for always-on rulebooks; toggle in
RulebookDetailPane header bound to a new toggleAlwaysOn store action.

This is S1+S2 of the rules-consolidation plan (Scribe task #508). S3
(project-scoped rules) and S4 (enter_project handshake) follow.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-06-01 00:56:08 -04:00
bvandeusen 7031e36670 chore(mcp): tighten plan-instruction to override .md plan habit
The prior wording ("not in local .md files") was a footer after a
how-to and lost to the much louder superpowers brainstorming /
writing-plans skill flow, which terminates by saving to
docs/superpowers/specs/*.md and docs/superpowers/plans/*.md.

Reorder so start_planning is named as the FIRST action, explicitly
override the .md skill paths, and extend the rule to cover specs as
well as plans (matches the rulebook's rule 27).

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-31 23:31:46 -04:00
bvandeusen 2f577fee58 fix(mcp): stateless HTTP transport so client reconnects after redeploy
Stateful session manager strands Claude Code after a container redeploy:
it reconnects with a now-unknown Mcp-Session-Id, the server 404s, and the
client won't re-initialize on a 404 (claude-code #60949). Stateless makes
each request self-contained (bearer-auth only) so post-deploy reconnect
works without a manual /mcp retry.
2026-05-29 13:16:38 -04:00
bvandeusen d8f577e753 feat(trash): daily retention purge scheduler (03:30 UTC) wired into app lifecycle 2026-05-29 11:47:02 -04:00
bvandeusen bfeed67cfe feat(trash): /api/trash blueprint + flip REST DELETE handlers to soft-delete 2026-05-28 21:13:31 -04:00