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bvandeusenandClaude Opus 5 3075de19eb feat(lessons): a lesson reaches the moment it applies, and says it binds nothing (#3732)
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WHICH ARM — the two note arms, and no new one.

`write_path` filters kinds, so a lesson was not outranked there but
unreachable, which is #3702's shape: an arm that never had the candidate
reports a healthy bar. It now asks for lessons alongside snippets and
issues. The founding example of the kind is a lesson about a code shape,
and this is the arm that fires when code is written.

`auto_inject` does not filter kinds, so lessons were already candidates —
but scoped to the bound project, which for a kind whose whole claim is
that it transfers is the same silence. Both arms now pass
`include_global_kinds` (#3730).

WHOSE BUDGET — a reserved slot in the prompt menu, none on the write path.

The step's premise needs a correction: the notes menu and the rule hints
are separate functions with separate budgets, so a line reserved here
displaces a note, never a rule. (`RULEHINT_LIMIT` is also 5, not 1, since
#4102 made it a default rather than a cap.)

The trade taken: a note crowded out is a lost convenience and a rule
crowded out still fires at an act arm, but a lesson crowded out is the
feature failing — a lesson exists only to be met at the moment it
applies, so the arm IS its delivery and the loss is total and silent.
That is `preference_slot`'s argument, and the rarity is `reuse_slot`'s.
It buys position, never a lower bar, and it EXTENDS rather than evicting:
a displaced hit sits in the general search's own log row, and evicting it
would make two tables disagree about one call (#3668, #379).

No slot on the write path: that arm fires before every Write and Edit,
where a guaranteed extra line is a guaranteed extra interruption, and its
field is already just snippets, issues and lessons rather than the whole
corpus.

`lesson_slot` logs its own retrieval and its own surfacing from the first
deploy, and the general contest stays open to the kind — otherwise "the
slot earns its line" would be true by construction.

THE VOICE — "they don't always have to be followed".

The menu's register is already the non-binding one. What it lacked is
that a lesson reads as one more title in a list of material when it is
advice someone paid for. One clause, in the header, only when a lesson is
on the menu: weigh it, use your judgement, it is not a rule and binds
nothing. It deliberately does not borrow the rule arms' "before deciding
it does not apply", and a guard asserts that phrase never appears.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01821k5B3Ysecp9fNYs92Kuy
2026-09-19 00:46:20 -04:00
bvandeusenandClaude Opus 5 aee24c9c1c feat(retrieval): a tuned number carries the space it was measured in (#4104)
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Milestone 416 step 6. A retrieval floor is a cosine similarity, which only
means something inside one embedding model's geometry over documents cut one
particular way. Change either and every floor on the install keeps applying
while describing nothing — and nothing anywhere says so, because the scores
simply come out different and the bar goes on cutting.

`CHUNKER_VERSION` already solved this for documents: stamped per row, so the
backfill re-embeds precisely what is stale. The same idea, applied to the
numbers:

- `calibration_stamp()` — embedding model + document shape, one definition.
  TWO fields, never a fused string (rule 149): a mismatch has to say WHICH half
  moved, because they call for different responses.
- `retrieval_tuning_events` gains `embedding_model` / `shape_version`
  (migration 0104), stamped on every write. Nullable and NOT backfilled —
  "unstamped" is the honest answer for a row written before this existed, and
  it reports as `stale: null`, never as fine.
- `current_settings` reports calibration per dial: tuned rows from their event,
  untouched dials from the registry default's own stamp.
- `retrieval_surfaces` and the Settings panel show the mismatch. The panel
  renders ONLY when something is stale, so seeing it at all is the signal.
- `migrate_floor` / `migrate_retrieval_floor` answers "a path for thresholds to
  be inherited by the next model so that they don't have to recalibrate a lot":
  the raw cosine cannot cross models, but the PERCENTILE it represented can.
  Measure what fraction of a surface's logged calls the old floor admitted,
  re-score those queries under the current model, take the value admitting the
  same fraction. Dry run by default; applying writes an ordinary tuning event
  with the arithmetic in its reason.

Nothing auto-retunes. A stale stamp says a number is no longer a measurement;
it does not say what the number should be, and #4102 measured the one case
where the statistic and the correct action pointed opposite ways.

The load-bearing test is an ABSENCE: no chat-model identifier may appear
anywhere in the calibration path. Claude produces none of these scores, so a
Claude upgrade must trigger nothing — a false alarm here teaches the operator
to ignore the real one on the day bge-small becomes bge-base.

Backup v17 carries both columns, unfilled on the way out and on the way back:
a round trip must not turn "we don't know" into a stated fact.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01821k5B3Ysecp9fNYs92Kuy
2026-09-17 12:45:48 -04:00
bvandeusenandClaude Opus 5 ea108acac5 fix(docs): two comments cited the wrong snippet for the duplication (#4102)
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Both said the repeated read-and-clamp was "canon #2860 across 295 of 372
siblings". Wrong on both halves, and checked rather than assumed:
#2860 is "Scribe service function — the async_session unit", the
service-layer canon, and its instance count is that canon's dominance in
src/scribe/services — nothing to do with a threshold helper. The
divergence hook flagged the new module against it because the new module
is a service, which is the hook working correctly and me misreading it.

The duplication itself was real and is what the registry consolidated:
`plugin_context` read and clamped the pair twice over, three rule arms
did it again, and `reply_preferences._threshold` once more. The comments
now say that, and claim nothing about a ledger count.

`rule_usage.py:122` cites #2860 correctly as the service canon and is
untouched.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01821k5B3Ysecp9fNYs92Kuy
2026-09-17 11:41:30 -04:00
bvandeusenandClaude Opus 5 6240652dce feat(retrieval): the operator can see what was tuned, and every write is recorded (#4102)
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The other half of the bargain in milestone 416 step 4. The model moves
these dials; this is what makes that reviewable rather than merely
automatic.

THE HOLE THIS CLOSES

Every retrieval floor is an ordinary settings key, and `/api/settings`
accepts any key at all. A floor written through it landed correctly and
recorded nothing — a tuning history with holes in it, which is worse
than no history because it reads as complete.

So the generic endpoint now routes registry-owned keys through
`set_dial` instead of writing them as plain rows. ROUTED, not refused:
refusing would only work for callers that had been updated, while this
way the form, a script, and an old client all leave the trail, and
there is no version of "forgot to use the other endpoint". Clearing a
control is written as an explicit set back to the shipped default,
because the operator reverting something is the single most important
move this history can record.

`set_dial` now also refuses to record a no-op. The Settings form
re-sends every field on every save, so without that one press of Save
would write six rows saying the operator set six dials to the numbers
they were already on — and a history nobody can skim is one nobody
reads.

WHAT THE OPERATOR GETS

`/api/retrieval/surfaces`, `/surfaces/<name>` and `/tuning-history`,
with `actor` fixed server-side rather than taken from the payload: a
payload-supplied actor would let a model claim to be the operator, and
"did I do this, or did the session?" is the first question this list
is asked.

In Settings: the five missing BUDGETS (until now only auto-inject had
one, so the only control over a noisy surface was to raise its bar —
which discards that surface's best candidates along with its worst),
and a "What has been tuned" panel showing each change, who made it, and
the reason given. The operator's own changes are marked.

The MCP tool demands a reason; these endpoints do not. That asymmetry
is deliberate and stated in routes/retrieval.py: the requirement exists
to make the MODEL read the records before moving a number on someone
else's behalf, and the operator is that someone — a mandatory
justification box on every control would be friction charged to the one
participant who owes no explanation.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01821k5B3Ysecp9fNYs92Kuy
2026-09-17 11:36:22 -04:00
bvandeusenandClaude Opus 5 09b48457ff refactor(retrieval): one registry for every surface's floor and budget (#4102)
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Groundwork for the step's real change. The operator's decision is that the
floor is chosen and adjusted by the model using it, not shipped as a value
somebody has to defend:

  "we need a model consistent surface for the adjustment of these floor values.
   the user should be able to touch it but the model should be the thing
   handling it 9 times out of 10."

A tuning surface cannot be consistent across six arms that each spell their
configuration differently, so the arms stop owning their numbers.
`retrieval_surfaces.SURFACES` names each one, its floor key and default, its
budget key and default, and — because they are rendered by the tuning tool and
the Settings UI — what it asks, over what corpus, and how often it fires. A
floor cannot be moved responsibly by anyone who does not know those three.

Three things fall out:

- **`k` becomes a real budget everywhere.** Only auto-inject had a configurable
  one; `RULEHINT_LIMIT`, `PROMPTRULE_LIMIT` and `reply_preferences.LIMIT` were
  constants. `k` is what binds under a low floor, so it has to be settable per
  surface — and per surface is the point, since `pre_tool_rule` fires before
  every Bash call while `prompt_rule` fires once a turn.
- **`write_path` gets its own budget, inherited not reset.** It shared
  auto-inject's outright on the argument that "how many titles at once" means
  the same thing on both. It does not, for the same reason. Unset, it still
  reads auto-inject's key, so an install that tuned the shared knob does not
  silently drop to a new default.
- **The duplicated read-and-clamp goes.** That shape is canon #2860 across 295
  of 372 judged siblings. Survivable while the numbers were constants; not once
  they are meant to move.

The long measurement comments stay exactly where they are — #2223's noise-floor
probe, #3853's command-vs-code split, #3851's band measurement. The constants
they annotate now alias the registry, so there is one value and the reasoning
still sits beside it.

Tests build the write-path config from the registry (`helpers.writepath_cfg`)
instead of from hand-written dicts. That is not tidiness: the rule arms read
their numbers inside a fail-open `except`, so a dict missing one key does not
raise where a reader would see it — the arm silently becomes a no-op that reads
exactly like "fired and found nothing". Ten hand-written dicts each looked
complete on the day they were typed.

tests/test_retrieval_surfaces.py pins the identity everything rests on: a
surface's name IS its telemetry source. Nothing in the type system says so —
`record_retrieval(source="pre_tool_rule")` is a literal in another file — and
renaming one without the other yields an arm that can be tuned and not
measured, or measured and not tuned, with no symptom either way.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01821k5B3Ysecp9fNYs92Kuy
2026-09-17 11:17:23 -04:00