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bvandeusenandClaude Opus 5 5fb41af9b0 feat(search): the agent's search can ask for every kind the corpus has (#4250)
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The engine took `note_type` and `task_kind` all along. What was missing was a
way to say them: the MCP tool's `content_type` knew `note`, `task` and `all`,
and `/api/search` knew the same two — so an agent could not ask "has this
snippet already been recorded" or "what lessons apply here" without searching
everything and reading past the rest. Browse offered nine kinds from the same
data.

The cause is that each door kept its own map. `_FACETS` in services/knowledge
is where a kind is declared, and #3161 made adding one a single edit by
generating the SQL filter, the Python predicate and the door's validation from
it — but the two search doors were written before that and never joined. So
this adds the third dialect, `search_filters_for`, and one composition over it,
`content_type_filters`, and both doors now derive instead of listing.

Two names keep a meaning of their own, and the docstrings say so: `all` is no
filter, and `note` is BROAD — any non-task, snippets and lessons included —
where the browse facet of the same name is narrow (`note_type == 'note'`).
They are left different deliberately; narrowing this one would stop returning
snippets to every caller that already asks this way.

An unrecognised kind is now refused rather than answered. Both doors used to
fall through: the MCP tool into a filter matching no row, the route into no
filter at all, so `?content_type=snippets` returned the whole corpus while
looking like a narrowed search. An empty result set is a claim — "the corpus
holds nothing like this" — and an agent acts on that claim by building the
thing it could not find, so a typo must not be able to make it.

The docstring is the agent-facing contract (#2846), and a test now holds it to
the table: every kind `_FACETS` declares has to appear in it, because a filter
an agent has not been told about is unreachable however well it is wired.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01821k5B3Ysecp9fNYs92Kuy
2026-09-21 11:12:48 -04:00
bvandeusenandClaude Opus 5 d5ac8408f6 feat(telemetry): record WHAT the bar turned away, not only how close it came (#3807)
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#3670 added `best_available_score` so a threshold could be judged from its
rejections. It records how CLOSE the bar came to firing and not WHAT it
refused, and that is the half a decision actually needs.

Live, pre_tool_rule sits at a ~0.72 bar with a near-miss p90 of 0.7071 —
about 117 declines a day within 0.013 of firing. Dropping to 0.707 would
take that arm from 22 hits a day to roughly 139: six-fold, on a surface
that runs before every Bash call. The percentile says the mass is there.
Nothing said whether it was worth showing.

NEITHER OBVIOUS INSTRUMENT ANSWERS IT. Pull-through cannot: the injected
rule line already carries title and trigger, so a session can comply
without ever calling get_rule, and rule pull-through understates
usefulness by construction. Reading the rejected records can — and
`result_ids` holds only what was RETURNED, so on a zero-result call the
near-missed record had no name at all.

So the id, from the SAME ranked candidate as the score. Both searches
unpack `best` once and read both fields off it, because splitting that
into two expressions is exactly how a later edit pairs a score with its
neighbour's id — and a score attached to the wrong record is worse than no
id, since it invites judging the wrong one and concluding the bar is fine.

write_path withholds the id on the same condition it withholds the score
(#3739): a surviving id beside a null score names a record without saying
what it scored, the pair disagreeing in the other direction.

THE READ PATH IS A LISTING, NOT A STATISTIC — an id cannot be percentiled,
and a reader tuning a bar needs to go and read the records. Opt-in via
`near_miss_samples` (0-20, default 0) so the ordinary readout keeps its
size, and deliberately NOT a window function: this module's one production
outage was a grouped query Postgres rejected, swallowed by the broad
except, every counter reading zero while the mocked tests passed (#2663).
One flat ordered query, overfetched, bucketed in Python — the shape that
lesson prescribes.

Migration 0097, nullable and unbackfilled. Not a foreign key: the table
spans record types and `source` says which, exactly as result_ids works.

The integration guard pins the listing as PER SOURCE. A global LIMIT would
let a noisy source eat the whole quota and leave the surface being tuned
showing nothing — which reads as "nothing was close", the misreading this
milestone has spent itself correcting.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_011cPyzNnegXHr5iRMzzy5KJ
2026-09-09 21:24:32 -04:00
bvandeusenandClaude Opus 5 623464323e fix(telemetry): a search that never ran is not a decline (#3765)
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`best_available_score` was added by #3670 so a bar could be judged from
what it rejected, and it arrived null on four unrelated causes: the corpus
offered nothing, the query was empty, the embedder was down, or the
DATABASE QUERY FAILED. Only the first is a measurement. The fourth is the
#2663 shape — a swallowed failure rendering as a clean zero — inside the
field added to fix an instance of the #2663 shape.

Found while trying to explain why reuse_slot returned nothing on 45 of 45
calls, and auto_inject on 153 of 161. That investigation is still open;
what it established first is that the readout could not answer it.

THE FIX IS NOT A NEW COLUMN. A call that never searched writes no row, so
every remaining null means one thing: searched, and nothing came close.
That is the convention the pre-tool arm already follows for a blank
command — "a row here would report a call that never happened and drag the
clear-rate down with phantom declines" — extended from the case a caller
can see in advance to the ones only the search knows about.

Both searches stamp `report["searched"]` FALSE before anything can return
and True only where a real result set exists, so every early return leaves
it false. It has to be the first thing done to the dict: a return added
above that line would leave the key absent.

ABSENT IS A THIRD STATE AND IT DEFAULTS TO TRUE. A caller that passes no
report cannot know, and the safe reading there is the old behaviour. Only
a real search can report False, so absent means "nobody asked" and never
"it failed" — which is also why 66 existing mocked searches across twelve
test files keep working unchanged rather than being rewritten to simulate
a flag they do not care about.

A FAILURE IS NOT MADE INVISIBLE. semantic_search_notes already logs a
WARNING on a query failure, which is where a broken search belongs: a
counter cannot say "I am broken" without a reader already trusting it.

Three tests, and the middle one is what makes them discriminate — a
blanket `return` passes the first and fails the second, because a call
that searched and came back empty is the only evidence a threshold is too
high (#3497).

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_011cPyzNnegXHr5iRMzzy5KJ
2026-09-09 12:47:46 -04:00
bvandeusenandClaude Opus 5 e7c1af32a0 fix(telemetry): the bar can only be judged from what it rejected (#3670)
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`cleared_threshold` was documented as the number to read first. It was a
tautology. The search applies the threshold before returning, so every
returned result cleared it by construction and a call with no results has
no top_score to compare — the condition was true exactly when
`result_count > 0`. It was `calls - zero_result_calls` under a name that
promised a second opinion, and `zero + cleared == calls` held on all
nineteen source/window readings ever taken, today's live seven included.

The reading procedure built on it asked the reader to compare a number
with itself, and a threshold change was unobservable through it: raise the
bar and both numbers move together, so the field could never show a bar
set too high.

REPLACED, NOT JUST REMOVED. The question the table exists to answer is
whether the bar is in the right place, and that is only answerable from
the calls that returned NOTHING: how close did the best rejected candidate
come? A 0.72 bar turning away a stream of 0.71s is set too high by a hair;
the same bar turning away 0.30s is working. Both render as a zero-result
call today and nothing separates them, because the losing score is
discarded inside the search.

So both searches now rank WITHOUT the bar and apply it in Python. The
qualifying set is provably identical — rows arrive ordered by distance, so
every above-bar row sorts ahead of every below-bar one, and an over-fetch
that returned N above-bar rows returns the same N plus some losers. What
changes is that the losers are visible instead of dropped in the query.
`report` carries the score out without changing what a search RETURNS:
eight of eleven call sites want hits and nothing else.

New column (migration 0096), nullable and unbackfilled. A row written
before this genuinely does not know, and a 0.0 would read as "the corpus
held nothing remotely relevant" — a claim invented out of a caller's
silence, which is the substitution this whole milestone corrects.

The new aggregate is a percentile_cont WITHIN GROUP over a CASE, one step
from the shape that produced #2663, where a rejected query was swallowed
by the broad except and every counter read zero. It carries an integration
guard for that reason: only real Postgres can say it parses, and the
symptom of failure is silence.

Also adds a guard that no int field in a bucket equals
`calls - zero_result_calls`. That identity is what `cleared_threshold`
satisfied for its whole life, and it survived because it had its own name
and nobody added the two numbers beside it.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_011cPyzNnegXHr5iRMzzy5KJ
2026-09-08 13:50:05 -04:00
bvandeusen 45ba4aab25 fix(telemetry): the two invisible retrievals log, and /api/search takes scope
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#2463, the remaining findings (finding 3 landed with f11a547).

## The reuse slot logs (source: reuse_slot)

A real semantic query competing for an auto-inject menu slot, and the ledger
was asymmetric: the scored hit it DISPLACED was in retrieval_logs, the query
that displaced it was not — so the slot could never be evaluated against what
it replaced. #1038 and #2085 are gated on this ledger being complete.

## Browse search logs (source: browse_search)

The human's main search surface, and it logged nothing — so retrieval_logs
claimed the web's search was /api/search. Measured while fixing: /api/search
has ZERO frontend consumers; the web UI searches through /api/knowledge
exclusively. The table wasn't just under-describing the UI, it was describing
a surface the UI never touches.

The task's check — does folding human queries into the corpus skew the
precision signal thresholds are tuned against? — is answered by the source
column: distinct values (browse_search, reuse_slot beside the existing four)
mean tuning includes or excludes human traffic deliberately rather than by
accident. Same resolution as the mcp_/rest_ split in note_usage_events.

## /api/search takes project_id (and logs it)

The route logged project_id=None unconditionally while the MCP tool insists
the agent pass the active project. Now optional, default global: with no
frontend consumer, this route serves API callers, and an API caller states
its scope explicitly — the default-scope UI decision the task flagged is moot
until a UI actually consumes the route, which is recorded rather than guessed.

Refs #2463
2026-08-08 20:00:22 -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 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
bvandeusenandClaude Opus 5 ef1dbdfc86 feat(acl): unify the retrieval scopes; mark shared rows in Knowledge browse
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Closes #2092 and the Knowledge-browse provenance gap.

The two halves of a hybrid search disagreed: the keyword half honoured shares
while the semantic half was pinned to NoteEmbedding.user_id, so a shared record
was findable by wording and invisible by meaning — the case a semantic search
exists to serve. semantic_search_notes now scopes on Note via a `scope`
parameter, and each of its five callers declares which kind of act it is:

  mcp/tools/search.py     read    the agent asked
  routes/search.py        read    the user typed it
  knowledge.py (semantic) read    matches the keyword half beside it
  plugin_context.py       browse  nobody asked; never a one-to-one share
  dedup.py                own     a verdict that blocks a write must not hinge
                                  on another person's notes

That last one is the reason this isn't a single global widening: the dedup gate
returns "update the existing one instead", so matching a stranger's record would
refuse a legitimate create and point at something the caller can't edit. Scope
defaults to "own" so a caller that forgets is wrong in the safe direction, and an
unknown scope raises rather than falling back — a typo there would be a
data-exposure bug.

Auto-inject keeps the browse scope, which still admits a collaborator's note via
a shared project. Its menu line is the only provenance an agent sees, so a
foreign hit now reads: #12 "Title" (0.71) - shared by alex, treat as a
suggestion. MCP and REST search results carry shared/owner too.

Knowledge browse: the feed hydrates cards from /api/knowledge/batch rather than
the list route, so both paths label rows now, and KnowledgeView shows "by
<owner>" on records the viewer doesn't own.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01RLwAaV4DQEmVyn496HnEvt
2026-07-25 23:06:52 -04:00
bvandeusenandClaude Opus 4.8 807f478cac feat(search): retrieval telemetry — log every semantic retrieval
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Add retrieval_logs (migration 0068) + services/retrieval_telemetry with a
fire-and-forget record_retrieval(), wired into the MCP search tool
(source=mcp_search) and the REST search route (source=rest_search). Captures
query, effective params, and the per-result score distribution so KB-injection
thresholds can be tuned from data rather than guessed.

Scribe: project 2, milestone 93, task 1032.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Xz4j1H7pjYSjKsEpgcNH5E
2026-06-22 20:10:15 -04:00
bvandeusenandClaude Opus 4.8 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