Commit Graph
251 Commits
Author SHA1 Message Date
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
bvandeusen 24d071619b fix(dedup): compare the artefact, not the prose describing it
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The snippet gate was reading the wrong field, and #2464's UI recipes made it
measurable in both directions at once:

  .btn-danger vs .btn-danger-outline   0.92   siblings, BLOCKED
  .btn-primary re-recorded verbatim
  under a different name              <0.90   a literal copy, ALLOWED

The second is what settles it. Identical code at an identical repo·path·symbol
sailed through because the description differed, while two deliberately
parallel variants were refused because theirs did not. A snippet's embedded
document is mostly prose ABOUT the code, so no threshold fixes this: lowering
it blocks more siblings, raising it admits more copies.

So structure decides. Two exact signals, both index-served off the notes.data
mirror that already exists, no migration and no backfill:

  location  the same named thing in the same file. Requires BOTH path and
            symbol — a path alone is a directory of artefacts, and matching on
            it would refuse every second recipe from one stylesheet.
  code      byte-identical code anywhere, via the same fingerprint the drift
            check uses.

The semantic arm survives as a backstop for a genuine reword that shares
neither, raised to 0.96 so it sits above the 0.92 band where real variants
live. Structural hits say what they matched instead of hedging with "similar",
and point at merge rather than update — two records of one artefact is what
merge exists to fold back together.

find_duplicate_snippets gets the same correction: pairs where both snippets
name a symbol, name DIFFERENT symbols, and hold different code are variants,
not copies. Without it a design system's button family reports as one merge
set — eight recipes, every direct pair over the floor, top score 0.92, one
click from collapsing a component family. The cost is real and stated in the
code: a helper recorded twice under two names no longer reports. That trade
favours the report being usable, and same-symbol and unnamed duplicates — how
re-recording usually looks — still surface. The filter fails open, so a lookup
failure degrades to the old unfiltered report rather than to a reassuring
empty one.

resolve_locations extracted: compose_body, create_snippet and now the gate each
had their own copy of the repo/path/symbol shorthand fallback, and the gate is
the one where a disagreement would mean matching a location the record won't be
stored with. Applied to both create surfaces (#33) — the web UI must not be the
way to record what the agent was stopped from writing.

Refs #2518, #2464
2026-08-06 11:31:02 -04:00
bvandeusen c18139622c fix(telemetry): the human half of the pull ledger recorded one kind in three
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Opening a snippet in the UI recorded rest_snippet. Opening a note or a task
recorded nothing — so the most direct evidence the product has that anyone
cares about a record existed for one kind out of three, and the other two sat
at zero pulls looking like dead weight beside a kind that merely had a counter.

Not an open question about intent: models/note_usage.py already documented
'rest_note' as a source value. Nothing wrote it. The design named it and the
implementation stopped at snippets.

Adds rest_note and rest_task. Tagged by SURFACE rather than by the record's
kind, matching rest_snippet — the kind is a join away, but which surface asked
is not recoverable after the fact. The mcp_/rest_ split stays load-bearing:
"is this dead weight" is served by any pull, "was that injected line useful" by
agent pulls alone, and a human clicking a link would inflate exactly the number
#1038 and #2085 gate on.

The vocabulary comment in the model was itself the stale-enumeration shape this
survey keeps finding — it named a source nothing wrote while omitting sources
that existed. Replaced with the naming CONVENTION plus a pointer to grep, which
cannot drift, rather than a longer list that would go stale the same way.

Guard extended to the REST surface, same derivation as the MCP half: a route
registered at exactly /<int:x> for GET is a detail view, and one reaching a
note-backed loader must record. Handler source is expanded one level through
module-private helpers, without which get_snippet_route — the route that
already got this right — would drop out of the check by loading via
_load_snippet. Verified the guard fires when a call is removed.

Renamed test_mcp_pull_telemetry.py -> test_pull_telemetry.py; it is no longer
only about MCP.

Closes #2476
2026-08-06 08:51:21 -04:00
bvandeusen ac1ce0a7f0 fix(mcp): a read key could read notes but not snippets or design systems
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_READ_ONLY_TOOLS fails closed, which is the right design — but the list had
gone stale, so a read-only key could get_note and not get_snippet, both pure
reads of the same table, and could not read a design system at all. That
inverts the sensitivity ordering: the free-text records were reachable and the
structured, low-sensitivity ones were not. `find_duplicate_snippets` sitting in
the list was the tell — someone classified the report and missed the getters
beside it.

Adds the twelve reads that were missing: snippets, processes, the six design
system tools, and list_repo_bindings. Each verified to mutate nothing rather
than assumed — this is a security boundary, and a wrong entry does not cost
what a missing one costs. record_pulled on four getters is telemetry about the
read, not a change to what was read, and get_note already carried it inside the
boundary.

The list stays explicit. Deriving it from the name would be worse than
staleness: it makes the boundary follow a naming convention, so any future
get_* grants itself access. list_starter_role_groups is the live illustration —
it reads a constant, but names create_design_system in its docstring, so a
pattern-matcher flags it.

So derive the CANDIDATES and keep the DECISION explicit: a new test asserts
every read-shaped tool appears in _READ_ONLY_TOOLS or in a declared
_DELIBERATELY_WRITE_SCOPED, and that neither set names a tool that no longer
exists. Adding a getter now forces a classification at review time instead of
denying it silently. The second set is empty and stays declared — otherwise a
future get_or_create_* would be pushed into the allow-list to make the test
pass, which is the wrong way to satisfy it.

Third instance of the same shape, after #2476 and #2444: a hand-written
enumeration that missed the members added after it was written.

Refs #2496
2026-08-06 08:43:10 -04:00
bvandeusen ffd08507f1 fix(instructions): the push is an optimisation, not the bridge
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_INSTRUCTIONS told an agent the SessionStart hook was how rules reach a
session, and used that as the argument against a host-memory pointer. The
using-scribe skill said the opposite — pull them yourself, treat any push as a
bonus. Nothing said which wins, and #119 makes these surfaces the
specification, so this was the product behaving two ways.

#2198 is the case that settles it: every plugin hook was silently inert for an
extended period. An agent trusting the push would have run with no binding
rules and no signal, while those rules govern branch, commit and push.

So: _INSTRUCTIONS now leads with the explicit pull and names the hook as a
delivery optimisation. The argument against a host-memory pointer survives —
it never needed the hook to be reliable, because the pull IS the bridge and it
is written into every surface a session already loads.

The static context gains the tiebreaker for the next disagreement: follow the
surface that assumes least about its own delivery. "Most detailed wins" is
wrong precisely because the most detailed surface is the one with a delivery
precondition. It goes there by its own logic — a tiebreaker arriving over MCP
cannot arbitrate what to do when MCP is absent.

Guarded by tests/test_instruction_surfaces_agree.py: every session-start
surface states the pull, and no surface names the push without it. Plugin
version bumped so the cache that executes actually picks the file up (#2209).

Refs #2497
2026-08-06 08:23:36 -04:00
bvandeusenandClaude Opus 5 63c213b617 fix(processes): the least-equipped kind is the one that gets followed
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Survey pass 3 (#2250) tabulated capabilities per record kind. Processes came
out lowest on every column, and they are the kind with the most authority:
build_process_manifest turns each one into a skill file on the operator's
machine that auto-surfaces and is followed as written — its own docstring calls
it "the most consequential passive surface Scribe has."

Three gaps closed.

NO PULL TELEMETRY (#2476). get_process recorded nothing, while the auto-inject
menu header names get_process as the way to open that kind. Every note is
embedded regardless of note_type, so a Process is surfaceable — and the getter
the product points at was the one getter that recorded nothing, leaving every
Process permanently at zero pulls and looking like dead weight beside kinds
that merely had a counter.

get_note's own comment already listed processes as a reason to record pulls.
The fix for #2245 covered notes, tasks and snippets: it enumerated the kinds
someone thought of rather than the kinds that exist.

NO DEDUP GATE. create_process had no near-duplicate check and no force flag,
while notes, tasks, snippets and rules all have both. It matters more here than
elsewhere: two near-identical procedures don't just bloat the corpus, they
compete to be followed, and which one wins is decided by a slug collision.

NO DELETE. list/create/get/update, no delete — a kind that reads as one you
cannot retire. Deletion was always possible via delete_note, since a Process is
a note and the trash is kind-agnostic, so this was discoverability rather than
capability. delete_process checks note_type before trashing: the tool is
reached for by name, and letting it destroy an ordinary note whose id happened
to resolve would be a destructive action taken on a mistyped argument.

THE GUARD, which is the part that stops a fourth repeat.

tests/test_mcp_pull_telemetry.py discovers every get_* MCP tool by AST and
requires a record_pulled from any that loads a single note. Not a list of
getters — a get_<newkind> added tomorrow is covered the moment it loads a note
the way the others do. get_milestone is correctly excluded: it calls list_notes
for a milestone's steps, which is a surfacing, not an opening.

The loader NAMES are a list, and that residual weakness is pinned against a
rename rather than papered over. An earlier draft tried to discover new loaders
by return annotation and would have failed on create_note — which also returns
a Note. Readers and writers aren't distinguishable by type, so the honest
version is a pinned list, a non-empty assertion, and a docstring saying which
hole remains.

test_register_attaches_four_tools became a derived check of the module's public
coroutines, so the next tool added can't be left unregistered.

MCP _INSTRUCTIONS updated: product behaviour belongs in the instruction
surfaces, not in a rule (rule #119).

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-08-05 16:32:05 -04:00
bvandeusenandClaude Opus 5 dcd4efcea0 refactor(design): retire /design — a surface that could only inspect itself
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The design surface is for the projects an install tracks. /design read the
running app's own stylesheet — names out of a bundled theme.css, values out of
getComputedStyle(document.documentElement) — so it could only ever describe the
instance serving the page. Scribe is one project among the projects Scribe
tracks; it gets no view hardcoded into every install.

The mechanism that makes this a tool rather than a mirror already existed and
already covers Scribe: scripts/check_design_tokens.py runs in CI against a
sheet path it knows nothing about, using check_code_against_tokens — the same
engine behind check_snippets_against_system. /design was redundant even here.

Removed: DesignView, DesignTabs (nothing left to tab between), api/design.ts,
routes/design.py and its blueprint, the /design route, ui_design_system() and
its setting, and the Settings picker that designated "this app's UI".

utils/designTokens.ts and utils/designDrift.ts go with it — between them they
were the browser-reading half. What survives is utils/designValues.ts, which
works on a record rather than a document: valueForMode, modesPresent, and
resolveDeclared.

resolveDeclared gained real isolation in the move. Custom properties inherit
and `all: initial` does not reset them, so a probe sitting in this page would
resolve any reference a record leaves undeclared against the SURROUNDING app's
tokens — previewing another project's system would quietly borrow this one's
palette wherever that system was incomplete, and a token already reported under
unknown_refs would render as though it were fine. Undeclared references are now
blanked on the probe first, so they resolve to nothing, which is what the record
says they are.

Migration 0075 absorbs ui_design_system_id alongside design_rulebook_id rather
than an 0076 undoing it: 0075 has not run anywhere, since dev is unmerged and
deploys come from main. Both keys named a design source for the running
install, and a project already carries its own pointer.

This retires the agreement panel shipped yesterday. It asked whether the sheet
was actually loaded and applied — the one question a record cannot answer about
itself — but only ever about the app you are already inside. Nothing replaces
it; recorded in #2430 rather than quietly dropped.

Step 1 of milestone #274.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-08-04 10:35:52 -04:00
bvandeusenandClaude Opus 5 5b824c1626 feat(design): the panel now asks whether the app agrees with its own sheet
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Retiring rulebook #2 left the /design drift panel with no data source, and
because its empty state was well-written the feature read as working while it
could only ever render "nothing designated" (#2419). The original question is
genuinely gone: theme.css is generated from design system 2, so checking the
system against a sheet derived from it would be a tautology.

The question that survives is the one no server can answer. A generated sheet
still has to be LOADED and APPLIED, and nothing checked that it was:

  absent      the record declares a token the app doesn't have — the sheet was
              never regenerated after the record changed, or never loaded
  differs     the app has it with another value — a stale sheet, or a later
              rule that overrode it
  unrecorded  the app declares a token in the record's own family that the
              record has never heard of

Both sides go through the same engine so the comparison is honest: declared
values are set on an offscreen probe and read back, which performs the same
var() substitution the browser already did to the live values. Comparing raw
strings would mark every derived token as drift.

The designation moved with the feature — design_rulebook_id becomes
ui_design_system_id, with a migration deleting the retired key rather than
leaving an inert row. The prose extractor it fed goes too (#2288 said its
runtime role ended when the import landed).

Three orphans of the same shape, found alongside and fixed here:

- darkOverriddenNames hardcoded [data-theme="dark"]. The sheet went dark-first
  months ago, so it matched nothing and the "mode-aware" flag silently left the
  gallery. Now matches the SHAPE of a mode selector, which also holds for an
  install whose modes aren't light and dark.
- groupFor's prefix table never heard of --fs-, so 110 tokens sat under
  "other". Groups now come from the record where there is one; the table can
  only know families that shipped with the product (rule #115).
- The type scale was a hand-written table of nine sizes marked "no token",
  true when written and false since the scale was recorded. Now rendered from
  whatever size tokens the sheet declares, so it can't go stale twice.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-08-03 20:50:03 -04:00
bvandeusenandClaude Opus 5 4852b0d3df test(design): add the starter-roles endpoint to the URL enumeration
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CI caught it: tests/test_routes_design_systems.py enumerates every routed rule,
and I added a handler without adding its rule. The guard doing exactly what its
docstring says it is for.

Two enumerations govern this blueprint and I had only extended one — the
parity list (handlers exist on both surfaces) but not the URL list (handlers
are actually routed). They catch different failures, which is why both exist.

Noted in place: /api/design-systems/starter-roles is a static segment sharing a
prefix with /api/design-systems/<int:design_system_id>. That pairing is where a
silently-shadowed route hides, so it is worth being explicit that the int
converter cannot match "starter-roles" — verified rather than assumed.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-08-03 11:42:11 -04:00
bvandeusenandClaude Opus 5 22f907c44d feat(design): offer starter token ROLES at creation, never values
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A literal gets written into a stylesheet when there is no role to reach for.
This codebase demonstrated it: the house style had no "text on a filled colour"
role, so 76 call sites wrote a pure-white literal — not out of defiance, but
because nothing existed to write instead. The correction was not a better ban
list; it was declaring the missing role (#2275, #2349).

So the useful moment is creation. A system whose roles are named on day one
never presents the occasion.

Ten groups, ~40 roles: surface, text, action, semantic, border, accent, radius,
space, motion, state. Operator's call was one flat list, every group
individually skippable — presets keyed to app shape (web / CLI / docs) were
rejected because they need the product to hold opinions about app categories,
and a wrong category is worse than a list someone prunes once.

TWO BOUNDARIES THIS HAS TO HOLD, both rule #115:

- The ROLES ship; the VALUES never do. Every seeded token has an empty
  value_by_mode, so a fresh system is a set of named, deliberately-unanswered
  questions. A test asserts no hex appears anywhere in the module — not just
  that tokens are blank, but that no palette hides in a comment waiting to be
  pasted in.
- The PREFIX is the install's. `--fs-` is FabledSword's convention, not the
  product's; the default is a neutral `--ds-` and callers pass their own.

Valueless roles are already legible downstream — render_stylesheet emits them
as commented-out declarations and stylesheet_for_system reports them under
`valueless` (#2299) — so "declared but undecided" reads correctly with nothing
new built.

Both surfaces, per rule #33: MCP gains starter_role_groups/token_prefix plus
list_starter_role_groups(); REST gains the same on POST plus
GET /api/design-systems/starter-roles. The parity enumeration is extended
rather than loosened.

Note create_design_system treats None and [] alike (seed nothing), while
starter_tokens treats None as "all". Deliberate: creation must never write 40
rows into a system whose caller never asked, and the everything-checked default
belongs in the UI where the operator can see it.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-08-03 11:37:20 -04:00
bvandeusenandClaude Opus 5 be3a0ffaf9 fix(projects): batch the summary queries — the fan-out was exhausting the pool
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Reported live: Projects and Snippets showed skeletons that never resolved,
/knowledge worked intermittently. The logs named it exactly:

    QueuePool limit of size 5 overflow 10 reached, connection timed out, 30.00
    GET /api/settings  500  30584.0ms
    GET /api/projects  200  30882.9ms

/api/projects was not hanging — it was waiting out the 30-second checkout
timeout and then returning 200 with summaries silently missing, because
_attach swallowed the TimeoutError. Nobody waits 31 seconds, so it read as a
hang.

THE SHAPE: routes/projects.py ran asyncio.gather over every project. Each
_attach called get_project_summary, which opened its own session for three
queries and then called get_project_milestone_summary — which opened one more
session PER MILESTONE. So 25 projects asked for roughly 250 concurrent
checkouts against a pool of 15 (SQLAlchemy's default 5 + 10 overflow).

That is why unrelated routes failed too. Snippets and /knowledge were never
broken; they queued behind the burst and inherited its timeout. /api/settings
returning 500 while /api/projects returned 200 is the same cause wearing two
faces.

The comment above the gather said "one backend pass instead of N+1 frontend
calls". It did remove the N+1 from the network — and recreated it against the
connection pool, where it is worse, because the browser had at least been
serialising those calls.

Now: get_project_summaries() does all projects in four queries and one session,
and get_project_milestone_summaries() does all milestones in two. Two sessions
total for the whole page, independent of how many projects exist.

The progress calculation is extracted to _progress_from_counts and shared by
both the batch and single paths, so the cancelled-exclusion rule cannot drift
into two versions that disagree about whether a milestone is finished.

Tests assert the SESSION COUNT, not just the values. An implementation that
returned identical output while opening a session per project would pass a
correctness test and reproduce the outage.

Deliberately NOT done: raising pool_size. It would move the cliff rather than
remove it, and this endpoint now needs two connections regardless of scale.

Closes #2384.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-08-02 19:09:36 -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 5 da2383b079 fix(retrieval): verify the reserved slot's kind instead of trusting the query
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CI caught six failures on f8522fb. Five were fixtures; one was a real
assumption.

THE REAL ONE: _reserve_slot_for_reuse trusted that a query filtered by
note_type could only return reuse kinds. It now checks _record_kind on the way
in. That slot exists FOR snippets and processes — one silently spent on
something else is worse than no slot at all, because the resulting line is
indistinguishable from one that earned its place on score.

THE FIXTURES, all the same shape: MagicMock notes with is_task left to
auto-create. It is truthy, and _record_kind reads task-ness FIRST — so every
mock snippet in three test modules was rendering as "task". Two of those
fixtures already carried a comment explaining this exact hazard about `.data`;
the same reasoning applies to `.is_task` and nobody had needed it until the
menu started naming kinds.

One assertion was genuinely stale rather than broken: test_write_path_trigger
pinned note_type == "snippet", which was the behaviour the widening replaced.
Updated to the new contract, including the task_kind="issue" filter that keeps
the open to-do list out.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-07-31 23:01:31 -04:00
bvandeusenandClaude Opus 5 f8522fb28f fix(retrieval): give reuse a slot, and let experience reach the write path
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Two mirror-image scoping mistakes, neither deliberate (#2246).

AUTO-INJECT let every kind compete on raw cosine. That is fatal rather than
merely imperfect here, because Scribe's project records are ABOUT software
work: a task titled "surface snippets before the agent writes code" is a
near-perfect lexical match for "write a function…" while answering none of it.
Measured live, a prompt asking for a helper returned three records about
BUILDING the retrieval system and zero snippets. Snippets are ~0.5% of the
corpus, and the ratio worsens as the project record grows — which is the
direction Scribe is meant to grow, so no threshold tuning fixes it.

Now the best snippet or process takes the LAST slot when none won on score.
Deliberately NOT held to the margin band: that band measures distance from the
top overall score, and the top score is the very thing snippets lose to. It
still must clear the configured threshold, so a weak snippet cannot buy the
slot — silence stays the default. Skipped entirely when reuse already won,
so the fix is invisible in the case it isn't needed.

WRITE-PATH was snippets-only — the same mistake inverted. An issue recording
"we tried this and it deadlocked" could never reach the moment that code was
about to be written, though it is arguably the better prior art: it says what
NOT to do. Widened to snippets plus recorded experience.

That needed a filter the search layer couldn't express. "Experience" is issues
plus dev-logs, which differ on is_task, so neither note_type nor is_task alone
covers it. semantic_search_notes gains task_kind, which restricts TASKS to the
given kinds while leaving non-task notes untouched — so note_type=("snippet",
"note") + task_kind="issue" yields snippets, fixed problems and durable notes,
without the open to-do list. note_type now accepts a sequence too.

Non-snippet hits are labelled with their kind, because an unlabelled issue on
that menu reads as "here is code to reuse", the opposite of what it says.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-07-31 22:56:31 -04:00
bvandeusenandClaude Opus 5 5c51e29f26 fix(embeddings): embed in the service, so every caller gets it (#2056)
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A note or task created through MCP was not semantically searchable until the
next restart's backfill ran. Embedding fired at the five REST route handlers
and nowhere else; the MCP tools call the service directly, so they skipped it.

The shape of this bug is the reason to care: it is invisible on an instance
that redeploys constantly (this one does, per rule 46) and permanent on one
that doesn't. Rule 115 — the product has to stand up for the install that
restarts twice a year, not just for the one that restarts hourly.

Moved to services/notes.embed_note(), called from create_note and update_note,
and deleted from all five routes. Every caller — REST, MCP, recurrence,
snippets — now gets it by construction rather than by remembering.

Two things fall out of having one implementation instead of six:

- It uses note.user_id, the OWNER. The routes were inconsistent: some passed
  the caller's uid, some the owner's. On a shared record the caller's id mints
  a second embedding row that nothing reads.
- services/snippets.py's _embed_snippet existed only because snippets are
  created via MCP and the routes couldn't cover them. Every one of its four
  call sites goes through notes_svc, so the helper and its four calls are gone,
  along with the eight test patches that existed to neutralise it.

RuntimeError (no running loop — unit tests, scripts) and any indexing failure
are both swallowed: a write that succeeded must not be failed by its index.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-07-31 22:46:57 -04:00
bvandeusenandClaude Opus 5 731ca284c3 feat(design-systems): give a design system a way to reach the session
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Storing a design system never made a session aware of one. Rules get pushed
into every session by the SessionStart hook and returned by enter_project; a
design system had neither, so its standards were reachable only by an agent
that already knew to call resolve_design_system — the same silent failure as a
token nobody declares.

That gap was invisible while the operator's visual standards also lived in a
rulebook. Retiring that rulebook (which is what this unblocks) would have
deleted design guidance from every session with nothing to say so.

- services/design_systems.design_context() — the delivery side. Guidance is
  chain-merged ANCESTOR-FIRST: a child system holds only what it CHANGES, so
  its own guidance describes a departure from a house style it never restates,
  and the leaf alone is a fragment. Tokens are summarised (count + group
  names), not listed — a hundred declarations would crowd out the context they
  are meant to inform.
- enter_project returns `design_system`, null when the project has none.
- The SessionStart context gains a Design system block with pointers to the
  values, alongside the always-on rules.
- server.py's entity list gains Design system, including the negative: do NOT
  record one as a rulebook, because a token kept as prose cannot be resolved,
  inherited, rendered or checked.
- The rulebook-tier passage used "a design-system rulebook" as its worked
  example of a subscribed rulebook — it now teaches the opposite, plus a new
  "is this a rule at all?" test pointing at design systems, processes and
  snippets.
- using-scribe gains a section on building UI against the project's system.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-07-31 22:10:09 -04:00
bvandeusen 378a4b8f99 feat(ci): check the app's own components against the tokens, not just snippets
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Closes the gap the theme.css repoint exposed (#2319, part of #2277).

`check_code_against_tokens` could always answer "does this code use the sheet
correctly?" — it was only ever fed recorded SNIPPETS. The app's own components,
where sixteen unresolvable references were living quietly, were checked by
nothing at all.

That was structural rather than an oversight: the drift panel runs in the browser
and cannot read source files, and the server has no repo access. CI is the only
place holding both the sources and the ability to run the check — and it only
became cheap once theme.css became a generated artifact, so the source of truth
is a committed file with no network and no credentials.

**The sheet now carries its own SUPERSEDES block.** That is what keeps the
checker instance-agnostic (rule #115): it knows nothing about any palette, and
reads both the declarations and the discouraged literals out of whatever
stylesheet it is pointed at. Hardcoding "#fff means use the text token" would
have baked one install's kit into the tool.

Two severities, split on whether the count is already zero:

  FAIL   an unresolvable var() reference — zero today, so this is a ratchet
         holding a line already reached. It cannot false-positive either: the
         name is declared or it is not.
  REPORT superseded literals (32 files) and raw colour literals (246). Gating
         those means a permanently-red job, and a check nobody reads is worse
         than no check.

**Comments are stripped before scanning, and that fired on the first real run.**
A comment explaining why a literal is avoided necessarily contains that literal —
DesignSystemsView's stylesheet documents exactly that about `#fff`, and the
checker reported the explanation as a violation. A checker that flags the
documentation of a rule teaches people to stop documenting rules.

Also narrowed `--fs-weight-medium`'s supersedes to the keywords. `600` and `700`
are real violations of the two-weight rule, but a bare number matches too much to
find by literal scan — `z-index: 600` is not a font weight. That needs a
property-aware check, which is a different tool.

Verified end to end: the generator's output parses back through the checker's
reader, so the two halves cannot drift into disagreeing about the format.
2026-07-31 14:52:06 -04:00