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bvandeusenandClaude Opus 5 26a757ecfe feat(lessons): a lesson is yours to keep current too (#4195)
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The lesson kind shipped with every mechanism for growing and nothing
telling a session to use them. `learned_from` is a list on purpose, the
dedup gate hands back an existing id rather than minting a twin, and
`update_lesson` already names re-keying a bad trigger as the edit that
pays most. None of that was reachable as a habit.

The exclusivity claim was the bug. The skill said "a preference is the
one record you keep current yourself", and by naming only preferences it
put lessons outside the habit. That sentence is now "a preference is
yours to keep current", which says the same thing about preferences
without saying anything false about lessons.

Beside it, a paragraph on what growing a lesson means: another incident
added to what taught it, a claim stated more exactly, or a trigger
re-keyed to the situation that really fired. Written as a practice
rather than a prohibition (rule 165) — the reader is named as the one
person placed to judge the trigger, because they are standing in the
situation it claims to name.

`get_lesson` carries the same prompt at the moment it bites: a session
reading a lesson inside the situation it names is the only reader who
can tell whether the trigger is keyed to what actually fired.

The guidance-ownership registry gains the topic and re-points the
preference topic's statement, since the phrase it pinned is the sentence
this change rewrites — the module asks for exactly that, in the same
commit. No index marker: the index names session-start reflexes and this
one fires mid-work, so `_INSTRUCTIONS` stays at 1998/2000.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01821k5B3Ysecp9fNYs92Kuy
2026-09-19 23:17:20 -04:00
bvandeusenandClaude Opus 5 d36d68a20f feat(lessons): the REST door a human can actually reach (#3734)
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Step 7, part two. Milestone 385 built the lesson kind through the MCP tools,
which is the agent's surface. The Vue app speaks REST, so a lesson was a
record a person could not create, read, edit or retire — rule 27 failing at
the door rather than in the view.

`/api/lessons` now offers list, create, read, update and trash, plus
`/api/lessons/taught-by/<id>` — the reverse of `learned_from`, which the task
body calls the direction that gets forgotten and arguably the more useful one:
a reader opening an old issue wants to know what was learned from it, and
until now the relation was only navigable from the lesson's side.

`lessons_taught_by` reads `data[taught_by]` through `path_exists`, the same
jsonpath dialect the snippet location lookup uses, so both reverse lookups hit
the GIN index (0070) the same way rather than scanning bodies. Share-aware via
`readable_notes_clause`: it renders beside a record the caller can already
see, so a lesson shared with them belongs there exactly as their own does.

THE TRIGGER IS REFUSED WHEN EMPTY, at create and at update. This is the one
place the door is not a thin wrapper, and it is deliberate: the service will
store a triggerless lesson quite happily — it saves, reads correctly in every
listing, and never surfaces. There is nothing to notice afterwards, because it
looks exactly like a lesson that works. Better to refuse it than to hand back
a record that looks finished. The refusal says why, so the next reader does
not take it for a nag and delete it.

`lesson_to_dict` moves into the service and the MCP tool's `_to_dict` becomes
an alias for it. Both doors now return one shape — a payload spelled once per
door answers the two of them differently the first time a field is added — and
both compose through `services/lessons.py`, so a lesson written from the web
ranks identically to one written by an agent. The document IS what ranks, so
that parity is the whole reason the door is thin.

The dedup gate matches the MCP path: two lessons under one trigger compete in
a single ranked list for one reserved slot, so a duplicate here displaces
rather than merely clutters.

NOT DONE YET: this is the door, not the UI. #3734 stays in_progress until the
Vue views, the router entries, the Knowledge browse badge and the both-ways
sources panel exist — rule 27 is about the operator being able to touch it.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01821k5B3Ysecp9fNYs92Kuy
2026-09-19 14:02:57 -04:00
bvandeusenandClaude Opus 5 0ed8e86cd5 feat(instructions): a rule proposal has five answers, and three of them route (#3733, #3896)
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Step 6 of both milestone 385 (lessons) and 399 (preferences). #3896 asked for
the fourth and fifth answers in one pass, because two people each adding one
branch to a three-way distinction produce a list that does not read as a set.

create_rule now opens by asking what kind of thing is being held, with one
question that sorts it — what happens if someone doesn't do this? Something
breaks, a boundary is crossed: a rule. It gets done a way the operator didn't
want: a preference. They lose time rediscovering it: a lesson. The closing
question grew the two matching answers, and they are named as first-class
outcomes rather than places a proposal lands when it fails. An observation
that turns out to be a lesson has been routed, not dropped.

Stated as a practice, not a prohibition (rule 165). #3557's first cut opened
"NOT YOURS TO CALL UNPROMPTED" and cost the noticing; the wanted behaviour
here is still more proposals, and what changes is only which door they go
through.

create_note says the same from its side, so routing does not depend on having
opened create_rule first — and its existing rule test ("a mistake, not merely
uninformed") turned out to name the lesson exactly. create_lesson names the
fifth kind so the set is complete from every door. create_project_rule's
citation of the loop names five answers, since it cites rather than repeats.

The force axis has one owner (decision #4027): using-scribe states all three
strengths, the sorting question, that updating a preference mid-work is the
normal case, and that preferences shape how work is done and never what gets
recorded. _INSTRUCTIONS carries the pointer — "Rules bind; preferences guide
and you keep them current; lessons inform." It had 14 characters of headroom,
so the clause is paid for by trimming atmosphere from three other lines; 1998
of 2000 now.

Guards: the proposal-loop test learns the preference branch, the lesson
branch and the force question, on both rule surfaces; guidance-ownership gains
the force-axis topic (shared with the docstrings, for the moment a proposal is
actually written) and the preference-scope topic; a new guard pins that the
index names all three strengths and who keeps the middle one current, with its
can-fail case being the omission that actually happens — a kind added to the
product while the index still describes the corpus that came before it.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01821k5B3Ysecp9fNYs92Kuy
2026-09-19 12:12:14 -04:00
bvandeusenandClaude Opus 5 6a2476addb feat(records): every typed kind gets all five doors and a duplicate report (#4164)
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Arising from #3731, which shipped a lesson with three of five tools and logged
the rest rather than widening its own scope. The operator's framing on reading
that: each kind deserves CRUD functions and to show up in the search and report
functions. So this fixes the property, not the two instances.

WHAT WAS MISSING FOR A LESSON: no delete, no list, and no duplicate report.
`delete_lesson` is the #2250 situation exactly — the trash is kind-agnostic so
`delete_note` always reached a lesson, but nothing said so, and a kind whose own
tools offer create/read/update reads as one you cannot retire. `list_lessons` is
the only way to ask what has been learned at all: `get_lesson` needs an id you
already have, and semantic search returns what resembles a query, never the set.

APPLYING THE RULE FOUND THE SAME REPORT GAP FOR PROCESSES, which have had full
CRUD for months and have never been in `_REPORT_KINDS` either. Both are in now,
each compared only against its own kind.

The lesson report default is 0.90 — the general semantic floor, deliberately
BELOW its own write-path bar of 0.96. The gate is permissive on purpose so it
does not refuse two genuinely different lessons whose triggers read alike, and
that tolerance is precisely what wants reviewing later, so the report looks at
the band the gate was told to let through. Safe there and not at the gate,
because a report proposes and the operator picks where the gate blocks a write.

A BUG CAUGHT BEFORE IT SHIPPED: `list_lessons` first read the trigger from
`it["data"]`, which `_note_to_item` does not carry — it projects named keys off
the mirror (`language`, `verification`) rather than the column. Every row would
have listed an empty trigger, which on a kind whose whole point is the trigger
is the failure looking like the feature. `when_to_apply` is now projected there
beside the others, so every listing surface gets it, including step 7's UI.

The guard asserts the PROPERTY rather than the instances: for each typed kind,
all five tools exist, are actually offered by register(), are classified for
auth, and the kind has a duplicate report. Derived from the kinds themselves, so
a fourth inherits the bar. A per-tool test cannot catch a missing tool, which is
why four steps of milestone 385 went green over this.

`find_duplicate_records` now validates against `_REPORT_KINDS` instead of its
own literal — the second copy is what would have refused a kind the service
already supported.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01821k5B3Ysecp9fNYs92Kuy
2026-09-18 18:35:13 -04:00
bvandeusenandClaude Opus 5 1d201d2ff7 feat(lessons): a lesson can be written, and it keeps every incident that taught it (#3731)
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Milestone 385 step 4 — the write path.

ITS OWN TOOL MODULE, not create_note(note_type="lesson"), on the snippet and
process precedent and for the reason that precedent exists: a kind whose value
depends on one field being filled needs a door that ASKS for that field by
name. create_note would take a lesson through a generic body parameter and the
trigger — the whole of why a lesson is findable — would be something the writer
had to know to include.

THE TRIGGER IS REQUIRED, refused rather than flagged. Step 1 left the choice
open. Refusing is right for the same reason create_rule makes enforcement the
deciding question: a lesson with no trigger is not a weaker lesson, it is a
note that will never surface, and nothing downstream can tell the difference —
it saves, reads correctly in every listing, and is silently absent from the one
moment it was written for. A flag is a warning nobody is present to read; the
write path is where the writer still is. The message says SYMPTOM, because
"required" alone produces a topic where a situation was wanted.

The docstring carries the distinction this milestone exists to fix, in a line a
reader can apply: the difference between a lesson and a rule is FORCE, not
importance. If ignoring it would be a mistake it is a rule and needs the
operator's yes; if ignoring it just means someone re-derives it the slow way it
is a lesson, and nobody is bound.

CARDINALITY: a LIST, in notes.data under `taught_by`. The founding example
generalised three incidents into one claim about failure classes no CI lane can
see — generalising across incidents is the shape a good lesson HAS, and
arose_from_id holds one, so a single id keeps the first and drops two while
reading as complete. It lives in `data` rather than a join table for the reason
decision #4157 put the trigger there: a table would settle, for every note kind
at once, whether provenance is multi-valued — a question nothing has measured.
`arose_from_id` is filled only when there is exactly ONE source, because every
surface that renders it renders it as THE origin, and one of three would make
those surfaces state something false.

THE DUPLICATE GATE, which step 4 asked to check: a lesson is judged at a bar
ABOVE the sibling band, not the general 0.90. #2518 measured deliberately
parallel variants at 0.92 on a document that is mostly prose about the thing,
which is exactly a lesson's shape now — so at 0.90 two genuinely different
lessons about one area ("CI cannot see this class of failure") would refuse each
other. Its own constant rather than reusing the snippet's: the two are separate
facts that coincide today, and this number is inherited from a structurally
analogous corpus rather than measured on lessons, of which there are none yet.

Follows canon #2846 including the third registration point it names and this
change would otherwise have missed: get_lesson is in server._READ_ONLY_TOOLS
and the two writers in _WRITE_TOOLS, which test_mcp_auth requires.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01821k5B3Ysecp9fNYs92Kuy
2026-09-18 18:19:28 -04:00