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bvandeusenandClaude Opus 5 a165483b92 fix(telemetry): a repeat is not a rejection, and near_misses counted it as one (#3739)
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Caught on the first live read after deploying #3670. The readout
contradicted itself:

    pre_tool_rule   top_score.min    0.7204   the lowest score ever RETURNED
                    near_misses.max  0.7457   "rejected", but scored higher

`best_available_score` is measured pre-threshold, which is right, but for
the rule arms it is also PRE-EXCLUSION, which is not. The note arms pass
`exclude_ids` into semantic_search_notes so their score is already
post-exclusion and clean; `semantic_search_rules` takes no such parameter,
so the rule arms filter in Python after the search and a rule that cleared
the bar and was dropped as a repeat still reported its score on a
zero-result row.

That is #3497's distinction — a ranker decline versus a reader already
ahead of it — reintroduced one level up, inside the field built to replace
a tautology.

The population now also requires `suppressed_count IS NULL OR = 0`. The
NULL arm is principled rather than permissive: null means the caller
filtered INSIDE the search, which is exactly the case where the reported
score cannot be contaminated.

Deliberately conservative — a call carrying both a repeat and a lower
genuine miss is dropped whole, losing that point. It undercounts; it
cannot corrupt, which is the right way round for a number read against a
bar.

It also makes `near_misses.max < threshold` true BY CONSTRUCTION rather
than by fixture: an above-bar candidate nobody excluded would have been
returned, so its call is not in the population at all.

THE TEST DID NOT CATCH THIS, and that is the part worth keeping. The
assertion `nm["max"] < 0.72` was already there, with exactly the right
intent. It passed because the fixture contained no suppressed call — the
guard held because the breaking shape was absent, not because the code was
right. Rule 167's stated failure mode, in a test written while citing rule
167. The fixture now builds that shape: a 0.9 hit dropped as a repeat,
which lands in the population and drags `max` above the threshold unless
the predicate excludes it.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_011cPyzNnegXHr5iRMzzy5KJ
2026-09-08 16:42:51 -04:00
bvandeusenandClaude Opus 5 e7c1af32a0 fix(telemetry): the bar can only be judged from what it rejected (#3670)
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`cleared_threshold` was documented as the number to read first. It was a
tautology. The search applies the threshold before returning, so every
returned result cleared it by construction and a call with no results has
no top_score to compare — the condition was true exactly when
`result_count > 0`. It was `calls - zero_result_calls` under a name that
promised a second opinion, and `zero + cleared == calls` held on all
nineteen source/window readings ever taken, today's live seven included.

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

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

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

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

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

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

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_011cPyzNnegXHr5iRMzzy5KJ
2026-09-08 13:50:05 -04:00
bvandeusenandClaude Opus 5 7a2aff7bc1 fix(telemetry): a surface that stopped recording is not one that never ran (#3720)
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`out["sources"]` was built only from the windowed aggregate, so a source
with rows in `retrieval_logs` but none inside the window got no bucket at
all. Absent is exactly how a source that never existed renders, so a
surface that WAS recording and went silent became unreadable — #2663 one
level up, the failure that looks like the correct answer.

Two queries at different scopes, and only one shaped the output.
`_complete_from` reads all-time and knows every source the table has ever
held; the windowed loop dropped whatever it did not return.

Every such source now gets a zero bucket. Zero is a real measurement here
rather than a manufactured one: the all-time query proves the source was
recording, and it made no calls across a window it fully covers. No
`covers_window` special case is needed either — a source whose first row
fell after `since` would have that row IN the window and already hold a
bucket, so anything reaching this branch began before it.

The counts are 0 and everything else is null. A sampled distribution is
not the same claim as a call count, and rendering p50 as 0.0 for a source
nobody sampled would assert a measurement — #3311's mistake, in the
readout built to prevent it.

Found while fixing #3712's fixture, which failed with KeyError for this
exact reason.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_011cPyzNnegXHr5iRMzzy5KJ
2026-09-08 11:07:21 -04:00
bvandeusenandClaude Opus 5 21a5831479 feat(telemetry): every counter says when it started being recorded (#3712)
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A window that opens before a counter existed reports that counter as though
it had been measured throughout. The reader cannot tell "zero because
nothing happened" from "zero because nobody was counting yet", and — worse
— cannot tell a partial count from a complete one. That middle case yields
a plausible FRACTION rather than an obvious zero, which is what makes it
dangerous.

It is not hypothetical. A 7-day window opened while the ranked rule
surfacing recorders were four days old produced an apparent 64% write loss,
which survived a code review, four ruled-out alternative causes and a
five-step milestone before an identity check falsified it in one read.

Every counter block now carries `complete_from` and `covers_window`.

THE GRAIN IS THE SOURCE. retrieval_logs accumulates for months, so a
per-table earliest row says months for every source it holds — including an
arm added days ago whose counter means something else entirely. The old
source would vouch for the young one, which is the exact reading this
prevents.

A SECTION TAKES ITS LATEST CONTRIBUTOR, NOT ITS EARLIEST. A figure summing
several sources is complete only once every one of them was being written,
so "*" is a max. Using min would reproduce the original error in miniature.

`covers_window` is null, never false, when nothing was ever recorded: "no
measurement" is not "partial measurement" — the null convention #3497
established for `suppression`, one level up.

Also corrects a stale claim in the tool docstring: it still taught readers
that write_path_rule "has never once declined to fire" (#3311). That was
the arm writing its retrieval_logs row only on calls that found something;
#3497 fixed it, and the arm declines the large majority of its calls.

_complete_from takes the caller's session rather than opening its own,
departing from the services canon (#2860) because it runs inside an
existing block; to be recorded against the ledger once it ingests.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_011cPyzNnegXHr5iRMzzy5KJ
2026-09-08 10:29:02 -04:00
bvandeusenandClaude Opus 5 c3ecdf0972 feat(rules): the rule gate becomes a practice with a question, not a prohibition (#3557)
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The first cut opened "NOT YOURS TO CALL UNPROMPTED", and that is the wrong
instrument. A caller reading a prohibition stops NOTICING rule-shaped things
rather than noticing them and asking — which trades a small failure for a
larger one. The wanted behaviour is more proposals, not fewer.

So both docstrings now describe the practice: propose readily, state the
four things, and close with a question the operator answers in one word —
approve it as written / let's talk about it / no. Named options where the
interface has them, three written-out options where it does not.

"Approve it as written" is what makes element 1 load-bearing: they approved
TEXT, so that text is stored verbatim. "Let's talk about it" is framed as
the expected answer rather than a setback. "No" routes the observation to
create_note, which records without binding.

The argument for asking is also better than consent. The operator's yes is
the one moment the rule is certainly in front of them: afterwards a
conditional rule is not read aloud at session start, and a project rule is
absent from an unfiltered list_rules(). The proposal IS the review.

Guard gains the answers-offered-back element and drops the wording that
forbade; its header records why the framing changed, so the prohibition does
not get reintroduced as a tidy-up.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_011cPyzNnegXHr5iRMzzy5KJ
2026-09-04 20:11:42 -04:00
bvandeusenandClaude Opus 5 1a34363059 feat(rules): the rule-creation tools ask for approval, and ask what would enforce it (#3557)
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Every gate on create_rule and create_project_rule was about SHAPE — rule vs
process vs snippet, one-thing-you-could-violate, general-enough, not-a-dupe.
All of them improve a rule someone has already decided to write. None asked
the prior question: has the person this will bind agreed to be bound by it?

Both docstrings now open with the gate, and with the four things a proposal
carries: what it would require in the words it would carry, its intent, why
now, and how it would be enforced.

The fourth is the one that decides it. "A test, a CI check, a hook, a schema
constraint... or nothing" is a question that sometimes dissolves the rule:
what a test can assert should BE that test, and a rule is what is left when
nothing mechanical can hold the thing. A rulebook grows by default and
shrinks only on purpose.

create_project_rule needs the gate more, not less, and says so: a project
rule is absent from an unfiltered list_rules(), and a conditional one is
absent from session start too, so one written there can bind for months
without ever having been in front of the person it binds.

test_rule_creation_asks_first pins structure, never wording — each element
matches a family of synonyms, and the gate must precede the Args: block,
because a caller who has decided to make the call reads the parameters and
not the prose under them.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_011cPyzNnegXHr5iRMzzy5KJ
2026-09-04 20:02:05 -04:00
bvandeusenandClaude Opus 5 8be555d6dd feat(telemetry): tell a ranker decline from a repeat before the observation window opens (#3497)
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Making the rule arms log every call exposed a second ambiguity in the same
row. `result_count == 0` is two unrelated events wearing one number:

  - the ranker found nothing above the bar — the only evidence a threshold is
    set too high; and
  - the ranker found only what this session had already been shown — which
    says nothing whatever about the bar.

A long session excludes its way into the second, so the arm reads worse the
longer it runs correctly. Rows written now carry the ambiguity permanently,
which is why this lands before any watch period rather than after.

`retrieval_logs.suppressed_count` (0095, nullable) holds what the caller
dropped as already-shown. Both rule arms report it; they filter in Python and
always know. The note arms pass exclusions INTO semantic_search_notes and
never see what was dropped, so they store NULL.

THE NULL IS LOAD-BEARING. It means "not measured here", and the readout
renders it as `suppression: null` rather than a zeroed dict. Defaulting to 0
would let an unmeasured surface read as a perfectly clean one — the same
substitution of an artifact for a measurement that #3311 made. No backfill,
for the same reason: existing rows genuinely do not know.

`retrieval_telemetry`'s `sources` gains `suppression` with `measured_calls`,
`calls_with_suppression` and `zero_because_already_shown`; subtract the last
from `zero_result_calls` for the true ranker declines. The MCP tool docstring
says to read the two together and warns against reading the null as a zero.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_011cPyzNnegXHr5iRMzzy5KJ
2026-09-03 21:12:38 -04:00
bvandeusenandClaude Opus 5 8b9b3a1d9b feat(telemetry): the preload emits, and the always-on set stops being unfalsifiable (#3473)
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The ranked rule arm became measurable in M333. The preload did not — and
that is the surface whose value is actually in question. `list_always_on_rules`,
the SessionStart block and every `rules_payload` caller handed rules over
wholesale and emitted nothing, so the resident set's token cost was certain
and its usefulness could not be tested even in principle.

Bulk deliveries now record as AMBIENT, beside the ranked count and never
inside pull-through. Folding them in would mean growing the always-on set
depressed the arm's measured precision and trimming it flattered the arm,
neither for any reason to do with the arm.

`RANKED_SOURCES` inverts the note twin's `AMBIENT_SOURCES` deliberately: there
is one ranked rule source and this change adds seven bulk ones, so naming the
rare half makes a forgotten surface default to ambient — under-counting it —
rather than padding the denominator with surfacings nobody chose.

Two lookalike call sites are deliberately left silent, with a test to keep
them that way: the write-path etag arm and `rules_etag_for` read the rules to
build or compare a MARKER and show nobody anything.

No migration — `event` and `source` are plain Text with no CHECK (rule 36
does not apply). Snippet #2858 updated to the new `rules_payload` contract.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_011cPyzNnegXHr5iRMzzy5KJ
2026-09-02 23:06:40 -04:00
bvandeusenandClaude Opus 5 8901c904a9 feat(telemetry): retrieval_telemetry reports rule pull-through where it reported nothing (#3317)
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Milestone 333 step 3, the read half. Steps 1 and 2 built the table and filled
it; until now nothing read it, and `usage` — sourced entirely from
note_usage_events — described notes only while `sources` happily listed a
write_path_rule row above it. A reader takes the aggregate as covering
everything named above it. It did not.

A SEPARATE `rule_usage` BLOCK, not folded into `usage`. Two reasons, and the
second is the one that bites: the corpora differ by orders of magnitude, so a
blended ratio would be the note ratio with noise on it and the rule arm would
stay invisible inside it; and `usage` is what existing callers already read and
compare across windows, so silently changing what it counts would move a number
nobody was told had changed meaning. There is a test asserting rule events stay
out of the note block.

No `ambient` key, unlike the twin. Nothing surfaces a rule un-ranked —
list_always_on_rules and enter_project hand rules over wholesale but emit no
event — so there is no ambient class to subtract. The absence is a fact about
the data, not an oversight, and it returns when a bulk loader starts emitting.

Guarded separately, like `by_source`. This table did not exist a commit ago,
and an instance running upgraded code against un-migrated schema would
otherwise take down two readouts that work perfectly in order to report a third
that cannot. On failure the FLAG is added and the SHAPE is kept — a caller must
not have to choose between crashing on a missing key and quietly rendering
zeros it has no right to.

`pull_through` is None rather than 0.0 on an empty window, matching the note
block. A ratio of zero asserts "rules were shown and none opened"; with an
empty numerator and denominator that is a claim the data does not support, and
it is the reading that would make a brand-new install look like a broken one.

Also fixed, from #3311: the rule arm never timed its search, so it was the one
source in the readout reporting a null p90_duration_ms — a gap that reads as
"this surface is somehow not measurable" rather than "nobody passed the
number".

Both docstrings updated in the same change. The tool's is the agent-facing
contract (rule 119) and it explicitly said rule surfacings were absent and had
"no usage counter at all". Leaving that would have had a reader conclude the
arm has zero pull-through rather than a separate one.

Tests are integration for the reason the block above them is: real GROUP BYs
and count(distinct) against a table a commit old, in a module whose one
production outage was a SQL shape the database rejected inside a broad except.
A mock would agree with whatever the code does, including nothing.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01TcCs1CcQ1ormdnzSshKqvN
2026-09-02 17:25:11 -04:00
bvandeusenandClaude Opus 5 8f7f447fda feat(telemetry): the rule arm records what it showed, and get_rule records the read (#3316)
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Milestone 333 step 2. Step 1 built the table; a counter nobody calls reads zero
and looks exactly like a surface nobody uses, which is #2663's shape.

SURFACED — the standing-rule arm in build_write_path_hint, beside the
record_retrieval it already made. Two tables, and the split is not arbitrary:
retrieval_logs is one row per CALL keyed on the score distribution a threshold
is tuned from; rule_usage_events is one row per RULE per event, the grain "was
this hint ever acted on" needs and the grain a JSONB result_ids array cannot be
indexed at.

The comment there said rule ids had nowhere to go — that note_usage_events
remaps ids on restore, so a rule id would return attached to whatever note took
that number. Still true of the NOTE table, and precisely why step 1 built its
own. Rewritten to say the gap is closed rather than leaving a stale rationale
that would have someone re-derive the same dead end.

Records `fresh`, i.e. AFTER exclude_rule_ids. A rule the session already holds
was considered and not shown; counting it would inflate the denominator with
claims the agent never saw, and the ratio would then fall for a reason that has
nothing to do with whether hints land.

PULLED — two doors, both after their access check so a refused read is not a
pull. mcp_get_rule is the one that matters: the arm's own message ends "Read it
with get_rule(N)", so that call is the exact action a landed hint produces.
rest_rule carries the other prefix, and the prefix is load-bearing — "is this
rule dead weight?" is served by any pull, "did that injected hint land?" by
agent pulls only.

NOT a pull: rule_history. It loads the rule for its title and its own output
says "The current wording is on the rule itself — get_rule(N)", so counting it
would credit a read of the history as a read of the rule and double-count
anyone who then follows that pointer. list_always_on_rules and enter_project
are likewise bulk resident loads, not somebody choosing to open one record.

tests/test_rule_usage_wiring.py is cross-cutting on purpose: the surfaced end
is in plugin_context, the pull end in two other modules, and "both ends meet"
is a property no module-shaped file asserts. It covers the exclusion boundary,
that a failing recorder cannot break the write, that a refused read records
nothing, and two completeness guards — every door records, and the bulk loaders
still do not.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01TcCs1CcQ1ormdnzSshKqvN
2026-09-02 17:15:03 -04:00
bvandeusen 0d4b155699 feat(telemetry): pull-through per surface, not just per corpus (#3311)
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The readout already grouped usage by source — `group_by(event, source)` —
and the loop directly below it threw the source away, collapsing every
surface into one corpus-wide ratio. So the question a threshold is
actually tuned against, "is THIS surface worth its noise", could not be
asked of any surface, while the data to answer it sat in the table.

`usage.by_source` reports notes_surfaced / notes_pulled / pull_through
per surface. The grain is the note, not the call: a pull records the
door it came through, not the surface that led there, so grouping the
pulled rows by source would answer a different question. Joining
surfaced rows to pulled rows on note_id answers this one without the
session identity #2085 declined to invent — at the cost of being an
upper bound per surface, which the docstring says where it is read.

Ambient surfaces report counts and a null ratio: nothing chose those
records, so "surfaced often, opened never" is not a judgment about them.
A surface that genuinely produced nothing reports 0.0, which must not
look like the null.

The join is guarded separately from the two reads above it. #2663 was a
novel SQL shape the database rejected inside a broad except; this is the
novel shape here, and it must not take down two readouts that work.

Tests are integration for that same reason — a mock passes on a query
Postgres refuses. They pin the distinct-first property (three surfacings
of one note are one note), the ambient null, and the LIKE escape, since
an unescaped `mcp_%` also matches `mcpXget_note` and nothing else in the
payload would show the difference.
2026-08-31 15:52:17 -04:00
bvandeusenandClaude Opus 5 7985f8c7d7 fix(scribe): a delete must not depend on the lookup that names it (#3273)
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CI caught the naming work reaching for Postgres from the unit lane, and the
connection error was the symptom of a real design fault rather than a test
gap: reading the title BEFORE the delete put a live query on the delete path,
so a lookup that failed would have stopped the delete happening.

That is a decoration breaking its payload — the same mistake just fixed in
rules_etag, made again two commits later. Every title lookup now fails open:
delete_task, delete_note, delete_milestone, delete_snippet and rule_history
lose the name, never the operation.

The five unit tests mock the lookup rather than reaching for a database, and
delete_note gains one asserting the delete still happens when the lookup
raises — the behaviour, not just the absence of a crash.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-30 13:17:52 -04:00
bvandeusenandClaude Opus 5 efabba58dd fix(rules): the staleness signal must not wait for prior art to match (#3244)
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CI caught two things, and the first is the feature not working rather than a
test being wrong.

THE SIGNAL WAS GATED ON A COINCIDENCE. build_write_path_hint returns early
when no prior art, stamp, divergence or derive matched, and that guard sat
ABOVE the new arm — so a session whose rules had changed was told only if the
file it happened to be editing also matched something else. A staleness
signal that fires on that coincidence is not a staleness signal. The arm now
runs above the guard, collecting into its own list that `lines` is seeded
from, and the guard accounts for it.

The standing-rule arm (milestone 307) is deliberately LEFT below that guard,
and this is a finding rather than a fix: it has the same gating and probably
should not, but it runs a SEMANTIC search, so lifting it would put an
embedding query on every write in every session. That is a cost decision, not
a bug fix, and not this task's to make.

THE MARKER MUST NOT BREAK THE PAYLOAD IT DECORATES. rules_etag is computed on
the SessionStart path, where `max()` raising costs the whole context payload
— every rule title, the project, all of it — to save a hint. A row with no
usable timestamp is now skipped and a set with none degrades to a count-only
marker, which still catches a rule added or deleted and only loses edits.
That is the right way round to lose information. CI found it because
build_session_context's tests pass MagicMock rules and `max()` over those
raises TypeError.

Also: list_always_on_rules on an install with no always-on rulebooks returns
`rules_etag: "empty|0"`. Its exact-dict test is updated rather than loosened
— the key being present on an empty install is the behaviour, not noise.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-30 13:10:04 -04:00
bvandeusenandClaude Opus 5 5c9bb40777 feat(rules): a session is told when its rules move under it (#3244, milestone 323 step 5)
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The rules payload carries a marker; the write-path hook hands it back; the
server says which rules moved. Nothing is said when nothing moved.

THE COUNT IS NOT DECORATION. max(updated_at) alone cannot see a DELETED rule
— it moves no timestamp — and that is the single change that takes an
instruction OUT of force, which is the one a session most needs to hear
about. The marker is `<max updated_at>|<count>`, and a deletion is reported
through the count because there is no row left to name.

THE HOOK IS THE CARRIER because it already fires before a write, which is the
moment acting on a stale rule costs something. One comparison, no payload,
no extra round trip.

WHERE THE MARKER IS CAPTURED, and it could not be anywhere else: the
SessionStart hook, from /api/plugin/context. The model also receives one from
list_always_on_rules, but a hook cannot see an MCP tool's result — so the
value the write path compares has to be stored where a shell script can
reach it. Keyed by session id in the state dir the prior-art hook already
uses, so "changed since" means since THIS session loaded its rules.

NOT ON rules_payload, against the task's letter. Those are applicable_rules —
a different, subscription-derived set. One key name over two sets is how a
comparison starts reporting phantom changes, and the write path compares
against the always-on set.

WHAT IT CANNOT SEE is stated in both the service and the write-path arm as a
table, because a reader who finds an etag will assume it covers staleness
generally:

  another session edits a rule mid-flight             | caught
  the session is misremembering a rule read hours ago | caught
  compaction summarised the rules out of context      | NOT caught

The third is the most common, and the marker is blind to it — the etag was in
context too and went with the rules. The SessionStart nudge is that case's
only mechanism and must not be softened because this shipped. A test asserts
both modules still explain that.

Instance-agnostic (rule 115): an install with no rules produces a stable
marker rather than an error, and "no rules" reads as a state rather than as a
change. An unreadable or absent marker reports nothing — a signal that cries
wolf is worse than none, because it trains a reader to skip the line that
will one day be true. The arm fails open like every other arm on this hook.

The delivery is tested through the real build_write_path_hint rather than the
helper alone: the feature IS a line arriving in a session, and the arithmetic
being right proves nothing about that.

Live acceptance is deploy-gated and not yet recorded on the task.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-30 13:02:00 -04:00
bvandeusenandClaude Opus 5 0704988528 feat(rules): the history is readable — service, REST and MCP (#3242, milestone 323 step 3)
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`list_rule_versions` / `get_rule_version` in the rulebooks service, a pair of
REST routes beside the note-version ones, and an MCP `rule_history` tool.

The ACL-scoped reads live in services/rulebooks.py rather than in
services/rule_versions.py because rulebooks already imports rule_versions for
the write path and the reverse would be a cycle. It is also the honest split:
rule_versions owns what a version IS, rulebooks owns who may read one.

Scoping is through the RULE, never the version's user_id, and both directions
of that mistake are now pinned by tests. That column is the ACTOR — scoping
by it would hand someone the snapshots they personally wrote on a rule that
has since moved out of their reach, and would hide from the rule's owner
every edit anyone else made. `get_rule_version` takes the rule id as well as
the version id so the ownership check and the fetch agree about which rule is
in play; the test for that uses a second rule the caller genuinely owns,
because a nonexistent id would pass on the ownership check alone and prove
nothing.

An unreadable rule returns None, not an empty list. The two mean different
things — "not your rule" versus "never reworded" — and the MCP tool keeps
them apart: None raises, empty says so in band.

THE DIFF QUESTION, ANSWERED — and the task's premise was half wrong. It says
"notes have DiffView.vue and a diff endpoint already". The component exists
and is reusable as-is: it takes `DiffLine[]` and nothing note-shaped, so step
4 can render a rule diff with it unchanged. The ENDPOINT does not exist —
diffs are computed client-side by `computeDiff` in useAssist.ts. So no diff
route is needed here, and none was written.

For the MCP door the answer is different again: an agent has no client to
compute a diff, but it also does not need one. Each entry holds the text the
edit REPLACED, so "what did this say before the most recent change?" is the
first entry, and the text that change produced is the rule as it stands. The
docstring says so, and a test pins that sentence — read the other way round,
every diff comes out backwards.

No restore, per the task. Putting an old wording back goes through
update_rule, which snapshots what it replaces, so the undo stays visible like
any other edit.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-29 23:46:15 -04:00
bvandeusen 9657478500 docs(notes): the guidance gains the sharper test and the three false candidates (#3180, milestone 317 step 6)
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Step 6 measured the claim the whole milestone rests on — that the notes
corpus divides into norms and constraints, with constraints a minority worth
sweeping — against a stratified sample of the real thing. It holds: ~29% in
`reference`, ~8% general, ~0-5% in `decision`, 0% in `dev-log`; roughly 6-11%
of ~395 plain notes. Written up as note 3210. The step was allowed to return
"revert" and does not.

Two things the measurement found that the guidance did not say, now added to
both the skill and the create_note docstring:

A SHARPER TEST. Every note that earned a check was about somebody ELSE's
software — a signing service, a forge, a hub, an SDK, a model, a dependency
set. Not one was about the operator's own code. "Is the thing this note
describes yours to change?" is decidable from the title in nearly every case,
where the abstract form needs thought.

THREE FALSE CANDIDATES, one of them a live hazard. Resume pointers and
"current state" notes go stale faster than anything else in the corpus, which
is exactly why they tempt — but the cure is to update or delete them, not to
schedule a check, and a sweep full of pointers is a sweep nobody reads.
Measurements of our own system go false because we changed something and knew.
And a decision RESTING on someone else's behaviour is still a decision — the
check belongs on the note asserting the fact.

Also recorded, not fixed: the corpus already contains a note titled
"CONSTRAINT: software only — no DIY hardware", using the word for a
self-imposed scope limit — a NORM in this taxonomy, exactly backwards. Both
surfaces already lead with the question rather than the label, which is the
mitigation; note 3210 names the collision so it is not rediscovered.
2026-08-29 00:16:18 -04:00
bvandeusen 1d65e98ac2 docs(notes): the surfaces say WHEN a note earns a check, and a guard keeps them saying it (#3168, milestone 317 step 5)
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The step that decides whether steps 1-4 were worth building. `verify_with` is
a free-text field on the highest-volume record kind in the product; described
only as "how to verify this note" it gets filled in on every note within a
week, and at that point the sweep returns the whole corpus and means nothing.
The signal is not "has a check" — it is "has a check AND almost nothing else
does".

Rule 119 puts this in the app's own instruction surfaces, never in a Scribe
rule. So:

- the using-scribe skill gains the reflex, next to "state updates in place;
  chronicles don't" — its other half, since supersession only fires once
  somebody has read a note and disagreed, which is the case where it was
  already believed;
- update_note's docstring now states the DEFAULT rather than only deferring
  to create_note for the test. Found by the new guard on its first run;
- plugin 0.1.48.

THE _INSTRUCTIONS BUDGET, decided rather than skipped. The payload is ~1980 of
the client's ~2048-char cap, so everything in it competes for the last ~68
characters. The operator declined a line for this milestone: the map's own
closing sentence says each tool's description carries the full contract, and
the sweep is a curation act rather than a session-start reflex like
enter_project or list_always_on_rules. That reasoning is now a comment beside
the constant, with the accepted cost named — an agent that never opens
create_note's docstring never learns the field exists — so the question is not
re-litigated blind.

The guard pins STRUCTURE, never wording, for the disambiguator's reason (a
test that punishes rewriting is a test that gets deleted): each write surface
must still draw the norm-vs-constraint distinction, say the empty case is
normal, and name where NOT to reach for it — plus that the skill carries the
one-question form, because the docstrings only reach a caller who already
opened the tool.

`_doc` moves to tests/helpers as `tool_doc`; it had been written twice.
2026-08-29 00:10:43 -04:00
bvandeusen 8489206224 feat(notes): the sweep — which notes assert a fact nobody has confirmed (#3166, milestone 317 step 3)
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The read half. `notes_due_for_verification` + `mark_note_verified` + the MCP
pair, ordered `verified_at ASC NULLS FIRST`: never-checked outranks
checked-long-ago, because a note nobody has ever confirmed is a claim with no
evidence behind it at all. Postgres sorts NULLs LAST on ASC by default, so
getting this wrong would not error — it would silently invert the one signal
the sweep exists to carry, which is why it has a test of its own.

A SIBLING of rules_due_for_verification, not a shared implementation, and this
milestone is a deliberate self-application of note 3163: the row could have
been shared, the QUERY could not. That sweep scopes by rulebook ownership XOR
project ownership because rules have no sharing ACL at all; a note scopes by
the note ACL — browse, not read, so a record shared one-to-one never arrives
in a passive surface unasked (decision 2094).

What genuinely IS common moved to services/verification.py: how a stamp reads,
how old it is, and the three states `last_verified` distinguishes — None ("a
decision, the question does not apply"), "never" ("a fact nobody has
confirmed"), a date. Rulebooks now imports it rather than defining it, so this
is a consolidation and not a third copy.

A failed check writes NOTHING, carried over from 312: there is no "verified
false" state, because a note whose check failed is not in a special condition
— it is WRONG, and recording the failure as a flag would let it sit there
being false with the sweep quietly satisfied that somebody had looked.

Two decisions worth naming:

The sweep does NOT filter to non-task, non-snippet records even though the
write path permits a check on nothing else. Such a row would be in an ILLEGAL
state and this is the one surface that could say so; hiding it to match the
invariant would make the sweep agree with a database it had stopped
describing.

A negative `older_than_days` raises instead of meaning "everything" — silently
answering a different question is the failure shape this guards.

`notes_due_for_verification` is classified read-only in server.py, spelled out
because its name matches none of the prefixes the completeness test derives
from. `rules_due_for_verification` is in the same position and is NOT listed,
so it fails closed for read keys today — filed as #3191 rather than fixed
here, since widening an auth boundary on a tool I did not write is the
operator's call.
2026-08-28 16:39:50 -04:00
bvandeusen 700ef20eb0 feat(notes): a note's check is writable through both doors, and empty means empty (#3164, milestone 317 step 2)
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The rules path's three lessons (#3096), inherited:

EMPTY MEANS NULL. The sweep's whole signal is `verify_with IS NULL` = "this is
a decision, there is nothing to go and check". A "" that is not NULL makes a
norm look like a constraint nobody has verified — and never-checked sorts
FIRST, so it would sit at the top of the sweep forever.

CLEARING IS EXPLICIT. At the MCP door "" means "leave this alone", so an agent
updating a body does not wipe a check it was never asked about — which leaves
no value meaning "remove it". `clear` names the field, and naming it cannot
happen by accident. The REST door, where a cleared form input arrives as "",
reaches the same place through normalisation: two idioms, one outcome.

THE STAMP CERTIFIES A CHECK, NOT A RECORD. Rewrite or clear `verify_with` and
`verified_at` is dropped, so the note re-enters the sweep. A note wrongly
listed as due costs one look; a note wrongly vouched for costs exactly what
the sweep exists to catch. `verified_at` is also no longer settable through an
ordinary edit — a stamp says somebody performed THIS check, and minting one
from a write that ran no check is the one thing that would make the sweep lie.

And one this path adds: not every record may carry a check. A task's decay is
its status — a done issue records what happened rather than asserting
something that can go false — and a snippet already has verify_snippet, which
compares its recorded location and code against the repo and expires its own
verdict. Both are refused with a message naming the alternative, never dropped
silently (minted_kind's reasoning, #3129), and the gate lives at the service
so the two doors cannot come to disagree.

Written as an INVARIANT over the resulting record, not a filter on which
fields were passed. That is what catches the sideways route — a checked note
being turned into a task, a write that names no check at all and would sail
past any per-field gate.

The MCP docstrings carry the norm-vs-constraint test, because at that door the
docstring IS the contract and a field described only as "how to verify this"
gets filled in on every note. Step 5 does this properly across the instruction
surfaces; this is the minimum that stops the field being misused on arrival.

tests/helpers gains `drive_update_note` — the patch stack for driving
update_note, written twice before this and now once. The note-shaped fakes
gain the trio explicitly, for fake_note's own stated reason: an unset
attribute is a truthy MagicMock, and a truthy verify_with reads as a check
that is there.
2026-08-28 15:42:12 -04:00
bvandeusenandClaude Opus 5 16805ca22c docs(mcp): every create_* tool says what it is NOT for (#3123)
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Scribe's record kinds get reached for interchangeably, and the moment of
choice is the only moment a correction is cheap. Rule 119 puts product
guidance in the instruction surfaces, so the docstring is where this
belongs — but a docstring that only documents parameters answers "how do I
call this" and leaves "should I be calling this at all" unasked.

The gap was lopsided. create_rule and start_planning already carried real
disambiguators; create_note — far and away the highest-volume surface —
carried none at all. The guidance sat in the rarest tool and was missing
from the most common one.

Each surface now opens with ONE deciding question in its own terms rather
than a pasted block:

  create_note     WHAT ELSE COULD HOLD THIS?      note is right when nothing
                                                  is owed and nothing enforces
  create_task     IS ANYTHING ACTUALLY OWED?      nothing owed -> note;
                                                  an arc -> start_planning
  create_snippet  SHAPE, OR ADVICE?               a snippet is code with a
                                                  LOCATION
  create_process  FOLLOWED, OR READ?              applies uninvoked -> rule

create_project_rule now points at the entity check too; it had only ever
covered rule-vs-rule scope.

The guard asserts STRUCTURE, never wording: each surface must name at least
two siblings. Pinning phrasing would make every improvement a test failure,
and a test that punishes editing is a test that gets deleted. Its second
half asserts the Args: block survives — the first check is satisfiable by
turning a docstring into an essay about the other tools, which would be a
worse contract than the one being fixed.

The guard caught two gaps on its first run, one of them its own: "design
system" is hard-wrapped across a line break in create_rule, so matching the
raw docstring reported it absent. _doc() now flattens whitespace. It also
caught start_planning naming only one alternative, which was true and is
now fixed.

Deliberately NOT built: an intent-router tool. It has a bootstrapping
problem — it is itself a tool that must be reached for — and MCP clients
already list every tool's description. Recorded in #3123; build it only if
wrong-surface reaches survive this.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-27 18:18:42 -04:00
bvandeusenandClaude Opus 5 2e39dca9cf fix(tasks): import minted_kind by name — a stubbed service must not stub the guard (#3129)
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CI 4682: test_create_task_issue_sets_kind_provenance_and_systems asserted
task_kind == "issue" and got a MagicMock. That test patches the whole
notes_svc module to keep the database out, so reaching validation through
`notes_svc.minted_kind(...)` handed back a mock — the guard approved
anything and returned nothing real.

The product was wrong, not the test. minted_kind is pure validation, not a
service call, so it is imported by name. A test that stubs the service to
avoid I/O now keeps the guard intact, which is the behaviour you want from
a guard: the only way to disable it should be to say so explicitly.

That test now exercises the real validation, so it doubles as the guard
against this recurring.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-27 15:57:06 -04:00
bvandeusenandClaude Opus 5 69d93898d9 fix(tasks): a task's kind is correctable — the Kind select stops lying (#3129)
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`kind` was accepted at CREATE on both doors and dropped at UPDATE on both:
update_task had no such parameter, and the REST PATCH allow-list never read
the field. So a task filed under the wrong kind could never be corrected.

The frontend made it worse by looking like it worked. TaskEditorView binds a
Kind select, marks the form dirty, and HAS ALWAYS SENT `kind` in the update
payload — the store even types it. The route ignored it, returned 200, the
view optimistically updated, the toast said "Task saved", and the old value
came back on reload. Silent success, same class as #2709.

Found by trying to re-file #3126 as a spike after deploying 0091. It could
not be done; the task had to be recreated as #3128 and the original
cancelled.

One seam, not two doors. `minted_kind()` lives in services/notes.py because
the REST route cannot import an MCP tool module and a second spelling of the
list is how the doors would come to disagree. Both create and update route
through it, so a bogus kind is now a readable error rather than a
CheckViolationError surfacing as a 500.

TaskKind joins TaskStatus and TaskPriority as a real enum, and update_note
validates task_kind exactly as it already validated those two — the field
had been reaching setattr through the hasattr guard with no validation at
all, unnoticed only because no door ever offered it.

The `-> plan` question #3129 raised is answered in code rather than left
implicit: MINTABLE_KINDS is work/issue/spike, deliberately NARROWER than the
column's CHECK. `plan` stays a valid stored value because historical
plan-tasks carry it and must stay writable; it is simply not a value any
door hands out, and the refusal names start_planning because a caller
reaching for it wants a plan. The whitelist and the policy answer different
questions and are not the same list.

Every new test reads the value BACK. One that only asserted the call
succeeded would have passed against the broken code — the route returned 200
while dropping the field, which is how this survived long enough to be found
by hand.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-27 15:55:04 -04:00
bvandeusenandClaude Opus 5 88e9c0b0bd feat(tasks): task_kind gains 'spike' — the investigation, not the change (#3099, milestone 312 step 5)
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A spike is a shape the other kinds cannot hold. `work` ships a change;
`issue` fixes something broken. A spike is time-boxed and its output is
KNOWLEDGE — it succeeds by producing an answer, and nothing ships at the end
of it. Filing one as `work` makes a finished investigation look like an
abandoned change, which is why the distinction earns a value rather than a
convention.

It is also the record a failed check asks for. This milestone gave rules a
verify_with; when one fails the rule is wrong, and the next move is often to
go and find out what replaced it. notes.arose_from_id already exists (0065),
so constraint -> spike provenance needed no schema at all — only a docstring
saying it is there.

Rule 36: the value and the widened CHECK land in the same migration, DROP
then ADD, exactly as 0065 did for 'issue'. The two whitelists live in one
tuple each so upgrade and downgrade cannot disagree about what the list was
on either side. The downgrade demotes existing spikes to 'work' first —
lossy, deliberately, because the alternative is a downgrade that fails on
real data, and one that says what it did beats one that cannot run.

'plan' stays whitelisted though retired: historical plan-tasks carry it, and
a row that cannot be rewritten cannot be edited, restored or migrated.

The integration test asserts both halves. A test that only proved 'spike' is
accepted would pass just as happily against a table whose CHECK had been
dropped and never re-added — which is the other way rule 36's failure
happens — so an unknown kind is asserted to still raise.

Not in scope, deliberately: any special lifecycle, time-box enforcement, or
gating relationship. It is a kind, not a workflow.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-27 12:02:41 -04:00
bvandeusenandClaude Opus 5 9d7485df2d docs(rules): a project rule is shaped differently, not just scoped differently (milestone 312)
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The three surfaces already agree on WHERE a rule goes — the using-scribe
skill's "Where a new rule goes" section and both tool docstrings frame it
as one question, who should this bind. What they did not say is that the
two homes want differently SHAPED rules, and one deferral was actively
misleading.

`create_project_rule` said `tier: "always_on" or "conditional" — see
create_rule`. That imports a bar calibrated for a different blast radius.
On a rulebook rule always_on means every session in every project, so the
test is severe: the trigger must be nameless. A project rule is already
scoped by construction, so always_on costs only that project's sessions —
and being specific, which the family test treats as the signal for
conditional, is what project rules are FOR. The instance's own data says
so: rules 78, 115 and 119 are all project rules and all always_on.

Not zero bar, a different one: conditional is right when the rule is about
one AREA of a large project, because forty always-on rules on one project
reproduces locally the preload bloat milestone 307 fixed globally.

Also:
- create_rule now says to write the general form WITHOUT hedging for
  exceptions — a project needing to narrow it writes its own and links
  with overrides/elaborates. A rulebook rule padded with "unless…" for two
  projects is two project rules that were never written. Only the project
  side mentioned that relationship; the side that benefits from it did not.
- arose_from_id: reach for it harder on a project rule, which usually comes
  from one traceable incident in the repo, where a family rule is more
  often a standing preference with no single origin.
- system_ids is worth setting on a project rule too — it is what lets a
  conditional one arrive with its area.
- when_to_apply no longer claims to "decide" the tier here, which stopped
  being true one entry down.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-27 11:29:10 -04:00
bvandeusenandClaude Opus 5 410d616c22 feat(rules): the staleness sweep — which standing rules assert a fact nobody has confirmed (#3097, milestone 312 step 3)
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The query the last two steps were storage for. `rules_due_for_verification`
returns every rule carrying a `verify_with`, ordered by `verified_at` ASC
NULLS FIRST, each row carrying the check IN FULL — the opposite call from
rule_brief, because the reader is about to go and run it.

NULLS FIRST is the ordering this turns on. Postgres sorts NULLs last on an
ASC ordering, which would put the rules nobody has ever confirmed BEHIND
every rule someone once looked at. Exactly backwards: a claim with no
evidence at all outranks an old one.

Rules with no check never appear, and that is the property that keeps the
list worth reading. Most rules are decisions — no truth value, nothing to go
and check. If they appeared here the sweep would be the rulebook.

`mark_rule_verified(rule_id, still_true)` closes the loop, asymmetrically:
passing writes a stamp, FAILING WRITES NOTHING. There is no "verified false"
state because a rule whose check failed is not in a special condition, it is
wrong — and recording the failure as a flag would let it sit there being
false with the sweep satisfied that someone had looked. So it stays at the
top until someone corrects or retires it, and the response says so.

An unrecognised `tier` filter raises rather than falling back. _valid_tier's
silent always_on default is right for a WRITE — a typo should leave a rule
binding — and wrong for a FILTER, where the same fallback quietly answers a
different question and returns a short list that reads as good news.

Deliberately NOT filterable by project: a project reaches rules through
project scope, subscriptions, always-on rulebooks and exclusions, and a
filter missing one of those paths would UNDER-report — the exact failure
this surface exists to prevent. Said so in the docstring rather than
shipping a half-correct filter.

Ownership-scoped like every other rule read (owned rulebook, or owned
project), in ONE statement with an OR across the XOR rather than two queries
merged in Python, so the ordering is the database's and cannot disagree with
itself. Note that rules have no sharing ACL in this schema — no rule_shares,
no rulebook_shares — so there is no wider set for access.py to consult here.

Also fixes a test title that had been lying for ten tools: "all sixteen
tools" asserted 26. The number now lives only in the assertion.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-27 10:49:47 -04:00
bvandeusenandClaude Opus 5 c61925be76 feat(rules): the write path carries a rule's check, and empty finally means empty (#3096, milestone 312 step 2)
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verify_with / expires_when now reach a rule through both doors and come back
on every read. The open question this step existed to settle was how to
UNSET a nullable field, and the answer is one convention per door:

- MCP: "" still means "leave unchanged" — an agent filling three fields must
  not wipe the other five — so clearing is explicit, clear_fields=["..."].
  Naming the field is the one form that cannot happen by accident.
- REST: a cleared form input arrives as "", and the service normalises "" to
  NULL for every nullable rule column, so an emptied input does what it looks
  like it does.

Two idioms, one outcome, and the normalisation is what makes the step-3 sweep
correct: `verify_with IS NOT NULL` would otherwise be true for every rule ever
touched through the UI, and the sweep would list the whole rulebook and mean
nothing. to_dict renders "" and NULL identically, so this is only visible
against a real column — hence the integration module rather than a mock.

Editing verify_with drops verified_at. A stamp certifies A CHECK, not a rule;
reword the check and the old stamp vouches for something that no longer
exists. Safe direction, same asymmetry as _valid_tier: a rule wrongly listed
as due costs one look, a rule wrongly vouched for costs the thing the sweep
exists to catch. Editing anything else leaves the stamp alone, or a rulebook
tidy-up would reset every constraint and the ordering would carry nothing.

Reads: rule_brief attaches `last_verified` ONLY to a rule that carries a
check — its presence is the signal, and it says both "this asserts a fact
that can go false" and "here is how long ago anyone confirmed it". "never"
rather than null, per #2483. The check text itself stays in get_rule; a
listing needs to know which rules can rot, not how to test them. Search hits
carry the full trio, since a hit is exactly the moment someone is about to
act on a rule.

Also folds in the #3078 finding, which had been sitting as a note: create_rule
now teaches that when_to_apply is the retrieval surface and must carry the
SYMPTOM — the words you would type while stuck — not just the situation.

fake_rule gains the three fields as None for the reason the helper already
documents one line up: unnamed, verify_with is a truthy MagicMock and every
stand-in rule would claim a check it does not have.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-27 09:28:03 -04:00
bvandeusenandClaude Opus 5 cd9aa87aa4 feat(rules): tier 1 preloads, tier 2 arrives by area — and a split rule can no longer be read half-way (#3031, milestone 307 step 5)
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The payoff step: a rule stops having to be resident to be honoured.

- list_always_on_rules returns the ALWAYS-ON tier only. It is the session-start
  call, made before any project is in scope, so there is no area vocabulary to
  match a conditional rule against yet.
- get_applicable_rules carries a conditional rule when the project works in an
  area the rule is tagged to — resolved through systems.canonical_id, so the
  project's own NAME for the area is irrelevant, which is the entire reason the
  catalog exists. The gate is applied IN SQL, so `limit` counts rules that will
  actually surface rather than rules about to be dropped.
- Bindingness is a deterministic TAG match, never a similarity score (D7). The
  vector channel stays a suggestion, in search.

co_surfaced_partners is the fix that rule 144 never had. It was split off rule
46 and folded back the same day because "either rule could surface without the
other and miss exposing a project to what the entire shape is intended to be" —
correct, and merging was the only remedy available. Now a partner ARRIVES with
its other half even when nothing else selected it, tagged `via: co_surfaces` so
the payload says why. Two limits, both deliberate: only rules the caller owns,
because an edge is not a back door into someone else's rulebook; and a
project's suppressions are passed as exclusions, because an explicit mute is a
decision and an edge does not outrank it.

COMPATIBILITY, asserted first in the integration test rather than reasoned
about: a rule with no tier, no areas and no edges binds exactly as it did
before any of this existed. `tier` defaults to always_on, so an install
upgrades and every rule it already had keeps arriving. Getting that backwards
would silently stop enforcing rules people rely on, which is worse than any
amount of payload bloat.

Four unit tests were coupled to the ORDER of a mocked session's execute()
calls, so a new query broke them. Rather than pad the sequence and deepen that
coupling, the three post-query lookups are stubbed by name — they have their
own coverage, and the real wiring is proven against Postgres.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-26 15:10:41 -04:00
bvandeusenandClaude Opus 5 95a37318fc feat(rules): rules become findable by meaning (#3030, milestone 307 step 4)
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Rules were the only major record type with no vector, so `search` could never
return one and a rule could arrive only by being preloaded. That single fact is
what made every rule compete for one always-on budget.

THE DECISION THE TASK ASKED FOR, made explicitly: a sibling rule_embeddings
table, not a polymorphic embedding row. The ROW could have been generalised;
the SEARCH could not. semantic_search_notes is Note-specific scoping end to end
— the visibility clause, the supersession penalty, note_type/task_kind/system
filters — and a rule shares none of it, scoping instead by rulebook ownership
or project. Generalising the row while still needing two searches is the worst
of both: a key with referential integrity to neither table, on the path every
session start runs, to share four columns. What is genuinely common is
BEHAVIOUR — get_embedding, chunk_document, embedding_text, CHUNKER_VERSION —
and those are reused as-is. Sharing them is the DRY win; sharing the table
would have been the DRY costume.

The document shape is measured, not chosen (note 2485). That pass found the
snippet was the only discriminative record in the corpus — a 0.153
top-to-second gap against 0.010-0.023 — and that the cause was its SHAPE:
purpose stated twice in a short single-topic document. rule_document
reproduces it: the trigger in the title AND as the body's first line.

And it excludes `why`, which matters more than any of it. `why` is dated
incident narrative — rule 46's runs to 4,300 characters — and long multi-topic
prose is exactly what made sixteen dev-logs mutually indistinguishable. Adding
it would not give the vector more to work with; it would give every rule the
SAME thing to work with. rule_document takes no `why` parameter at all, so a
well-meaning caller cannot pass one.

A rule with no trigger degrades to title + statement — findable, less sharp.
That is an argument for backfilling triggers (step 6), not for padding the
document with whatever text is nearby.

search(content_type="rule") returns the rule WITH its why and how_to_apply:
they are its operational half, the session payload never carries them, and a
caller who went looking should not have to re-fetch. Writes re-index
fire-and-forget like notes; startup backfills in its own try block so neither
backfill can skip the other. rule_embeddings is derived, so it joins
note_embeddings in the backup's explicitly-NOT-included list.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-26 15:00:49 -04:00
bvandeusenandClaude Opus 5 ffb7a0fe38 feat(rules): both doors carry the trigger, the tier, the areas and the edges (#3029, milestone 307 step 3, surfaces)
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MCP and REST both gain when_to_apply / tier / system_ids / arose_from_id on
create and update, plus relate_rules / unrelate_rules for the typed edges, and
get_rule now returns a rule's areas and relations alongside it.

rule_detail() is a SERVICE function, not one per door. It started as a copy in
each — identical, and the prior-art hook flagged it immediately, which is the
same lesson rules_payload (#2858) already recorded: a second copy drifts. Both
doors call the one seam, so create, update and get cannot disagree about what a
rule looks like coming back.

The authoring guidance lands in create_rule's docstring rather than in a rule,
per rule 119 as the operator described it: this is behaviour every instance
should inherit, not one operator's preference. It states the test —

  ONE RULE = ONE THING YOU COULD VIOLATE. Rules that FAIL TOGETHER get linked
  with relate_rules(kind="co_surfaces"), never merged into one row.

— and names why merging loses: a merged rule cannot be cited, surfaced or
suppressed a clause at a time, and it grows without limit because adding to it
is always cheaper than adding a rule. create_project_rule says the same about
"overrides", which is what FabledCurator's 85/86 should have been instead of
near-copies that drift from their parent.

The tier arg carries the test itself: can you name the trigger WITHOUT naming a
system, an artifact type or a moment? If the honest answer is "whenever you are
working", it is always_on.

Tests: the applicable-rules cases fabricated raw tuples matching the old column
lists, so they move to the entity shape via fake_rule; new cases pin rule_brief
(a DATE not a stamp, the depth left to get_rule, no null keys) and that an
unknown tier falls back to BINDING. fake_rule gains when_to_apply / tier /
arose_from_id for the note-2109 reason the helper exists: unnamed, they would
be truthy MagicMocks. The tool tests stub the new rule_detail seam — they are
about argument forwarding and have no database.

The module header's "Sixteen tools" had been wrong for two milestones; the
registration count test is what actually catches that, so the header now says
so instead of carrying a number.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-26 14:17:41 -04:00
bvandeusenandClaude Opus 5 c58529718b feat(systems): the catalog reaches the moment a name is minted, and gets a face (#3028, milestone 307 step 2)
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Step 1 found the reason the standard names never held, and it is sharper than
"prose doesn't fire": the list WAS real and it WAS seeded — but only on the
inception path, for a project with zero Systems. Ad-hoc create_system never
consulted it, which is how Forge minted "CI and Release" and Portal minted
"CI & release" after the constant already existed. This wires the vocabulary to
the moment that mints a name.

- services/systems.assess_system_name: the local duplicate gate AND the
  catalog lookup, in ONE service function both doors call. The gate lived only
  in the MCP tool, which is exactly how the web UI shipped without a check the
  agent surface enforced (#2482). REST now answers 409 with the System that
  already covers the area.
- An `exact` catalog hit is APPLIED (mechanical — the names differ only in
  spelling). An `overlap` is only OFFERED, on both doors: applying a judgment
  call silently is how a cross-project rule surfaces in the wrong project.
- canonical_systems.best_overlap is the ONE scorer behind the create-time
  offer and the review sweep, so the two surfaces can never name different
  areas for one System. It also takes the catalog the caller already holds,
  so the review is not an N+1.

UI (folded in from step 1 — rule 27, that step shipped with no human surface):
- SystemsSection: a Shared area picker on create and edit, the area on each
  card, and a collapsed review of proposals that appears only when there is
  something to decide. `exact` and `overlap` never share a style — one is
  mechanical, the other is the reviewer's judgment, and presenting them alike
  is how a wrong mapping gets waved through.
- Settings → Admin → Areas: the catalog itself, showing each entry's slug,
  because the slug is what decides whether two names are the same area and a
  rename moves it.
- A picker rather than a live matcher: reproducing the slug rule in TypeScript
  would give this feature two matchers to keep in step — the exact drift the
  catalog exists to end. The server stays authoritative.

tests/helpers.fake_system gains canonical_id=None: an unnamed attribute is an
auto-MagicMock and therefore truthy, which is the trap that helper exists for
(note 2109) and a nullable FK walks straight into it.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-26 12:58:30 -04:00
bvandeusenandClaude Opus 5 a97547fbc6 feat(systems): the area vocabulary becomes a global table so a rule can point at one (#3027, milestone 307 step 1)
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The eight standard area names already existed — as STANDARD_SYSTEMS, a tuple in
services/systems.py that milestone 297 seeds at inception. A constant cannot be
a foreign key, so nothing outside a project could reference an area: systems.
project_id is NOT NULL, and a rule that spans projects would have to chain
itself to one project's row. And because the list only ever applied on the
inception-seed path, three spellings of one area reached this instance anyway
(CI & runners / CI and Release / CI & release).

- canonical_systems: global, no user_id — a shared project inherits the
  vocabulary instead of re-earning it. Migration 0087 seeds the same eight.
- systems.canonical_id: nullable, SET NULL. Association only — no System is
  renamed and record_systems is untouched, so no record's tags move.
- canonical_slug folds &/and, case and punctuation, so spelling variants map
  mechanically and a real difference ("CI & runners") becomes a proposal a
  human confirms. propose_mappings reports; set_system_canonical is the only
  writer.
- seed_standard_systems now reads the catalog and maps as it mints, so a
  project born standard never needs a reconciliation pass.
- Catalog writes are admin-only; reads are open — a global list anyone can
  extend stops being shared.
- backup: carried by SLUG, not id (ids are per-install). Restore reuses the
  target's own rows and only creates entries an admin added on the source; an
  unknown slug restores unmapped rather than failing.

Rule 22: STANDARD_SYSTEMS is removed, not deprecated. Rule 115: nothing seeded
names an app, repo or house convention. Design in note 3026.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-26 12:31:18 -04:00
bvandeusenandClaude Fable 5 a8f35e465e refactor(plugin+tests): the last two parallel-family gaps — pageable list tools, one config preamble (#2278)
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DRY pass 3's remainder. Both halves start from enumeration, because the task's
candidate list was hypotheses and the process requires counting before
proposing — and counting changed the answer twice.

## The list_* family: a limit with no offset

Enumerated all 19 `list_*` MCP tools first. They are genuinely heterogeneous —
8 take `project_id`, 6 take `limit`, six take no arguments at all — so a
common-parameter guard would invent a convention the API does not have, which
is the over-DRY trap (§5). One contract IS real: a `limit` without an `offset`
is a truncation with no continuation. The caller is told there are 250 results,
handed 50, and given no way to ask for the rest.

Two tools had it, and both were capped over a service that already accepted an
offset: `snippets_svc.list_snippets(offset=0)` was simply not exposed, and
`list_processes` passed a hardcoded `offset=0` into `query_knowledge`. The
capability existed one layer down in both; only the door was missing — the
missing-sibling shape exactly. Both now expose it.

`tests/test_mcp_list_family.py` guards it, with `list_tags` exempted for a
stated reason (a ranked top-N over a bounded vocabulary has no "rest" to page
into). Candidates derived, decision explicit, same design as test_mcp_auth —
plus the reverse checks: a stale exemption, and an offset with no limit, which
would page through an unbounded result set. Verified non-vacuous by running the
sweep against the pre-fix tree, where it fails naming both tools.

## The verb pairs: no finding, which is the finding

`preview`/`apply` and `dry_run`/`commit` do not exist anywhere in the 102
tools — those were guesses about a shape Scribe never adopted. `count_*` does
not exist either. Of the create/delete stems only `project_rule` lacks a
`delete_X`, and deliberately: a project rule IS a rule, `delete_rule` removes
it, and the docstring says so. `force` sits on 6 of 7 duplicate-gated creates;
the exception is `create_system`, whose gate is an exact normalized-NAME match
rather than a semantic near-match — forcing it would split one area's records
across two piles, which its own message explains. No guard added: it would
need a seven-entry exemption list to defend against a hypothetical. Recorded
on the leave-alone list instead, which the process asks for by name.

## The hook config preamble

Not 3 of 6 hooks as recorded — all FIVE carried their own copy, and of four
lines rather than two. The extra two are a guard treating an unexpanded
`${...}` placeholder as unset, so it is never sent as a garbage Bearer token:
precisely the correctness detail a sixth hook would omit with nothing failing
loudly. Now `scribe_config` in scribe_defs.sh, which also declares the two
names it owns. It sets globals rather than echoing, so a token never passes
through a subshell's output where xtrace or a log could catch it, and returns
a status so a caller can bail (`|| exit 0`) or continue degraded — the
session-context hook still owes its static floor when Scribe is unconfigured.

`check_plugin.py` now runs shellcheck with `-x`. Without it the shared helpers
were invisible: every variable they set read as unassigned and every bug inside
them went unlinted at the call site, which is the opposite of what sharing them
was for. All twelve fail-open scenarios still pass, and all five hooks were
probed live against the instance — prior_art and after_write both still name
canon, autoinject returns context, session_context serves 11k chars of rules,
sync_processes stays silent. Plugin 0.1.46 (#2209).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-24 01:28:07 -04:00
bvandeusenandClaude Fable 5 64bfa5725f feat(telemetry): a read surface over retrieval_logs — the tuning loop had no read half (#2975)
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`retrieval_logs` was write-only. `record_retrieval` inserted rows and nothing
in the tree ever selected from them: the only `select()` over RetrievalLog
lived in a test. So #1038's gate — "build the reranker once telemetry shows
precision is the bottleneck" — was unsatisfiable by construction, and the one
real tuning decision on record (the 0.68 write-path threshold, #2223) had to
be reached by hand-probing the live instance with eight payloads. This adds
the half that was missing.

`retrieval_summary(user_id, days=30)` returns two aggregates side by side,
each read from the table built for it — NOT a join. NoteUsageEvent's docstring
is explicit that the two are complements ("RetrievalLog tunes the threshold,
this tunes the corpus") and that RetrievalLog's JSONB `result_ids` cannot be
indexed at the per-note grain, so correlating through it would be both slower
and less honest than reading each source directly. That corrects the approach
sketched on the task.

  - `sources`, per surface: calls, zero_result_calls, cleared_threshold (how
    often the best hit beat the threshold in force for THAT call), the
    top_score spread as p10/p50/p90/min/max, avg_result_count, p90 duration.
    Zero-result calls are counted apart from low-scoring ones — they are a
    different failure and averaging them together would hide both.
  - `usage`, from note_usage_events: ranked surfacings, ambient surfacings,
    and pulls split into `pulled_by_agent` / `pulled_by_human`.

That split is not decoration. NoteUsageEvent's own comment says the mcp_/rest_
prefix is load-bearing and names #1038 while saying so: "is this dead weight?"
is answered by any pull, "was that injected line useful?" only by an agent
pull. `pull_through` exists to answer the second, so it counts agent pulls
over ranked surfacings; both halves ship so the first stays answerable.

Two things the code made me get right rather than guess:

  - Distinct-note counts get their own queries. `count(distinct note_id)` per
    (event, source) group cannot be summed across groups — a note surfaced by
    two sources is one distinct note and would be counted twice. A wrong
    number labelled "distinct" is worse than no number.
  - No CASE in the GROUP BY. #2663 is the bug where a second case() rendered
    its own expanding bind names, Postgres rejected the query, a broad except
    swallowed it, and every counter read zero in production while mocked tests
    passed. Grouping on raw `source` and classifying in Python cannot fail
    that way. For the same reason the readout distinguishes `read_failed` from
    an empty window, and its tests are integration against real Postgres —
    percentile_cont ... WITHIN GROUP only proves it parses against a database.

Exposed as the `retrieval_telemetry` MCP tool, added to `_READ_ONLY_TOOLS`:
it mutates nothing, but its name carries no read prefix, so the completeness
test cannot derive it and it would otherwise have failed closed for read-only
keys in silence — the same reason `enter_project` is spelled out there. Docs
updated to name both exceptions rather than leave the rule looking derivable.

Scoped to the caller's own telemetry: a retrieval log records what one user's
agent asked for, query text included, and is not a shared record kind — the
owner filter is the whole access rule, not a shortcut past access.py.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-23 22:48:54 -04:00
bvandeusenandClaude Fable 5 446d6da0d7 fix(snippets): an annotated record is not a diverged one — a standing verdict vouches at its commit (#2782)
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Pull-time freshness confirms a cached body by containment: normalised cached
code must appear inside the fetched file. That is right for a record kept
verbatim and permanently wrong for a deliberately annotated one. A record
whose job is to say WHY the shape is what it is carries commentary the source
does not, so containment fails on every pull, forever — #2508 was reading
`diverged` although its declarations match the source exactly, and always
would. Annotation is a sanctioned record style, so this was two deliberate
designs colliding, and it was quietly poisoning the one honest drift signal:
decision #2707's scoreboard watches body_freshness for `diverged` and was
accruing false positives it could never age out.

The escape hatch is the verdict itself. verify_snippet is exactly where a
human or agent already judged this body a faithful rendering of that source,
and `verification.commit_sha` records the repo commit they judged it at — a
field whose own docstring (#2688) anticipated this: "makes 'the REPO moved on
since the check' computable, once the forge integration can compare it against
the current head." This is that comparison. When containment fails, a standing
verdict can still vouch, on four conditions and no fewer:

  - the verdict says `ok`;
  - it has not EXPIRED — verification_view recomputes code_sha against the
    record's current body, so editing the record retires the verdict;
  - it was not INVALIDATED by a push touching the location (#2691);
  - the file just fetched is at the very commit the verdict was stamped at.

That last one is what keeps it honest: the hatch vouches for a body against
ONE known commit, never against whatever the source became since. The moment
the file moves, containment resumes as the authority and the record reads
`diverged` until someone re-verifies — correct, because at that point nobody
has looked. The first three are checked by reusing verification_view rather
than restating its rule, so "expired" keeps meaning one thing.

Nothing is rewritten and no new freshness value is minted; `verification`
already travels in the same payload, so a reader can see the basis rather
than take "current" on faith. Verdicts predating commit stamping carry no
commit to compare and therefore do not vouch — they fall through to
containment rather than passing on age alone.

Tests pin the fix and, more usefully, every condition that switches it back
off: moved commit, expired verdict, push-invalidated verdict, non-ok verdict,
no verdict, and a pre-#2688 verdict with no commit_sha. Plus a regression
that a verbatim record still takes the containment path untouched.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-23 22:36:04 -04:00
bvandeusenandClaude Fable 5 df18e897af feat(ledger): the consumer map reads transition names and concatenated prefixes (#2970)
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Paying down #2962 measured `flag="unused-css"` against a hand audit and
found it had a permanent false-positive floor: roughly sixty classes it
called unused are alive and always would be, because two ordinary authoring
forms produce names no reader of `class=` attributes can see. A flag whose
list you cannot act on line by line is worse than no flag — act on it and
you delete live UI.

- A transition `name=` IS a class reference. `<Transition name="toast">`
  makes Vue apply `.toast-enter-active` and its siblings at runtime, and
  React's `<CSSTransition classNames="fade">` does the same with a different
  suffix set. Every spelling of the tag is read (`Transition`,
  `TransitionGroup`, `transition-group`), and the emitted suffix set is the
  union of Vue 3, Vue 2 and React: naming a class no rule defines costs
  nothing, since it resolves to no row. A bound `:name` stays unknowable.
- A concatenated name contributes its static head as a PREFIX reference.
  `` `status-${s}` ``, `'pri-' + p` and `class="card-{{ v }}"` all leave a
  head behind once the hole is blanked — and `_CLASS_TOKEN_RE` accepts a
  trailing hyphen, so until now the extractor emitted a junk token
  `"status-"` that matched nothing. It is now `status-*`, and
  resolve_consumers credits every row whose symbol starts with that head,
  each under the same own-file-else-fan-out rule as an exact token. `*`
  cannot occur in a class token, so the marker rides the existing
  dict[str, int] with no schema change. A head shorter than two characters
  says nothing and is dropped.

Crediting every candidate row is the honest reading: the template genuinely
does not say which one it built, and the alternative is reporting live rules
as dead. What the map still cannot see is a name assembled in a script —
`classList.add` — which stays deliberately out of scope; the skill, the
`flag=` docstring and the refresh payload docs all say so now.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-23 21:27:27 -04:00
bvandeusenandClaude Fable 5 8664d8ad14 feat(ledger): the consumer map surfaces — every css row carries used_by on list_shapes, flag="unused-css" (the map's negative space, surfaced never deleted), derive groups and the write-path family carry consumers, the derive line says "used by N template(s)", coverage payload unused_css + the standing block; docs, SKILL, plugin 0.1.44; the two step-2 tests expected 5 edges where fan-out makes 6 (milestone 302 step 3, #2936)
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Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-23 14:03:35 -04:00
bvandeusenandClaude Fable 5 bb242ca566 feat(coverage): the line names standing work with 0 unclassified + derive_new, copies that joined a family since the previous refresh (#2899, milestone 299 step 1)
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Since the scoped bucket (#2869) the ledger reads 100% accounted while 439
derive rows stand; the standing block was gated on unclassified > 0 and so
went silent. Build it whatever the todo count ("; standing: ..."), and add
derive_new — derive-grouped rows first seen after the previous refresh
stamp — so entering a project names the drift ("+2 new copies since last
refresh: .error-msg in InceptionCard.vue") instead of waiting for an audit.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-22 13:27:29 -04:00
bvandeusenandClaude Fable 5 c7a58bb610 feat(inception): the doors — create_project/decide_project_inception take the decision, enter_project asks until decided, REST inception endpoints, _INSTRUCTIONS (#2882, milestone 297 step 4)
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- MCP create_project(..., exclude_always_on_rulebooks, subscribe_rulebooks,
  design_system_id (0 unstated / -1 none / n), seed_systems): any inception
  arg → inception.decide(via="mcp") after the create; none → undecided with
  an inception_hint. New decide_project_inception(project_id, …) records or
  re-records; nothing given = an inherit-all decision, stated.
- enter_project carries `inception` ONLY for the caller's own, undecided
  project: inception_ask() = the project's current defaults + what to ask the
  operator once + the exact call (the #2683 ask shape). Absent otherwise.
- REST: POST /api/projects accepts `inception` (validated before the create);
  POST /api/projects/<id>/inception decides/re-decides; GET …/inception/defaults
  is the card's payload; GET project already carries inception via to_dict.
- _INSTRUCTIONS: ORIENT names the ask; START a project names the questions —
  never create a project bare by default (product behaviour, P#119).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-21 22:06:19 -04:00
bvandeusenandClaude Fable 5 34734bf84a feat(inception): services/inception.decide() + current_defaults(); the standard Systems vocabulary moves to the service and seeds at inception (#2881, milestone 297 step 3)
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- inception.decide(user, project, choices=, via=): owner-only; validates the
  choices (pure) and every target (owned rulebook / always-on for an
  exclusion / readable design system) BEFORE any effect; then, each
  idempotent: exclude always-on rulebooks, subscribe rulebooks, point the
  design system (None = explicitly none), seed the standard Systems if asked
  and the project has none; writes projects.inception LAST. Re-deciding is
  additive for exclusions/subscriptions, replaces the design system, never
  re-seeds.
- inception.current_defaults(): what binds if nobody decides — the ask's
  payload (always-on / other rulebooks, standing exclusions + subscriptions,
  design system + the choices, Systems count).
- services/systems.STANDARD_SYSTEMS (name + generic charter) + seed_standard_systems();
  mcp/tools/systems names the same list in the bootstrap ask — one vocabulary.
- Integration tests: effects land and the record says why; bad targets apply
  nothing; outsiders cannot decide.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-21 22:03:02 -04:00
bvandeusenandClaude Fable 5 ff5f6438c4 feat(inception): always-on exclusions reach every rule surface — list_always_on_rules(project_id), get_applicable_rules, rules_payload.excluded_always_on, session context, exclude/include tools (#2880, milestone 297 step 2)
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A project that opted out of an always-on rulebook at inception must not see
it anywhere: list_always_on_rules(project_id=) and the subscription-derived
set skip it (an exclusion is total), get_applicable_rules / rules_payload
carry `excluded_always_on` as the seventh key so the departure is visible
wherever the rules are, and the SessionStart block built for a bound project
names it ("Excluded for this project by its inception decision …"). MCP:
list_always_on_rules takes project_id; exclude_always_on_rulebook /
include_always_on_rulebook mirror suppress/unsuppress (owner-only; the
rulebook must be always_on — subscribed rulebooks are left by unsubscribing).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-21 22:00:50 -04:00
bvandeusenandClaude Fable 5 d4c7b0e48d feat(ledger): uses edges — consumption is its own relation, conformance keeps one snippet_id (#2870, milestone 294)
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A shape can follow one convention canon AND call several helper canons; the
row's single snippet_id made the 2026-08 audit pick (hash_token won, the
service-function convention lost), and hook evidence — pulled a snippet, then
wrote code naming it — was stamped as instance when it is a uses fact.

- code_shape_uses (migration 0084): shape → snippet, basis, evidence; unique
  per pair; cascades with both ends. USE_BASES: reference | hook | agent |
  audit | import. A judgment-grade basis overwrites a mechanical one, never
  the reverse.
- classify_shapes items and classify_shapes_by_rule take uses=[snippet ids]
  (targets validated like snippet_id; all-or-nothing).
- The write-path hook writes a uses edge for every pulled canon the payload
  names (the instance stamp is unchanged); the proposer writes a uses edge
  for every canon a body names (reference_canons: kind + language family +
  stoplist, same rules as the reference basis) — the mechanical form of
  "auto-confirm own-import references" deferred from #2871.
- list_shapes(uses=N) lists the consumers of a canon; get_snippet's consumer
  map gains `uses` beside instances/variants.

Operator decision on #2870 (2026-08-21): keep one snippet_id, add uses edges.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-21 15:18:25 -04:00
bvandeusenandClaude Fable 5 1a8e5787e8 feat(ledger): reason codes, case-insensitive repo filter, next action on the coverage line (#2874, milestone 294)
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- code_shapes.reason_code (migration 0083): an optional code from a fixed
  catalogue (scoped-css, one-off-handler, test-helper, convention-plumbing,
  pure-helper, generated, script, typed-record) beside the prose reason, so
  the ledger can be filtered/aggregated by kind of one-off; validated in
  classify_shapes and classify_shapes_by_rule; on to_dict/to_compact.
- Snippet location lookups match repo case-insensitively in both dialects
  (location_matches / location_jsonpath via like_regex flag "i") — "Scribe"
  vs "FabledScribe" vs "fabledscribe" recorded free-form hid half the canon
  from list_snippets(repo=, path=).
- coverage line names the next action: "top canon #N ×k" (biggest proposal
  queue) and "top copy <label> ×files" (widest body-identical group).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-21 15:14:34 -04:00
bvandeusenandClaude Fable 5 1209e1c2d9 feat(ledger): a repo binding names the branch its ledger follows — bind_repo(ref=) (#2873, milestone 294)
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Project 2 is bound to main, so every consolidation of the 2026-08 audit was
invisible to the ledger until the dev→main merge; the operator works on dev
(rule 1). repo_bindings.ref (migration 0082, nullable) is the branch the
coverage refresh reads; NULL keeps the forge default branch. set_binding takes
ref (name sets, "" clears, None leaves standing); bindings_for_project feeds
the refresh; bind_repo exposes ref ("-" clears). to_dict carries it.

Operator decision on #2873 (2026-08-21): per-binding ref, chosen at bind time,
default the repo default branch.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-21 15:10:54 -04:00
bvandeusenandClaude Fable 5 1ab614bfbe feat(ledger): the scoped bucket — by-construction one-offs are stamped by the sync, not judged by a person (#2869, milestone 294)
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The 2026-08 audit left 77% of Scribe's ledger `exempt`, most of it a Vue
component's scoped <style> rules and <script setup> functions — one-offs by
construction (unreachable from any other file) that add nothing when judged
one by one and bury the rows a person should look at.

- coverage: Definition carries its line; scoped_definitions() names, per
  .vue file, every sym and every css rule inside <style scoped>; ArchiveShape
  carries the flag.
- sync: such rows are stamped status=scoped / classified_by=mechanical with
  the by-construction reason (history event recorded); un-stamped back to
  unclassified if a later tree makes them ordinary; a judgment overrides.
- The machine still sees them: proposer, derive grouping, divergence, hook
  evidence, canonical stamping and classify_shapes_by_rule's default all
  treat unclassified + scoped as the unjudged set (_MECHANICAL_TODO). Only
  the human todo (status=unclassified) and largest_gaps exclude them.
- accounting counts `scoped`; coverage line and the project card legend show
  it; SHAPE_STATUSES gains it (no DB CHECK on status — no migration).
- shape-accounting skill documents the bucket; plugin 0.1.37.

Operator decision on #2869 (2026-08-21): keep extracting everything, stamp
mechanically, keep `exempt` a human judgment.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-21 15:06:52 -04:00
bvandeusenandClaude Fable 5 9abc4443fb feat(ledger): audit surfaces — list_shapes(compact=True) and classify_shapes_by_rule, the sweep form of a judgment (#2868, milestone 294)
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The 2026-08 audit judged 3,427 rows in 14 hand-driven batches through a raw
MCP client because a list_shapes page overflowed the tool budget and every
row had to be sent back one by one. Now:

- list_shapes(compact=True): path · symbol · kind · status · signature, plus
  snippet_id / by / proposal / diverges_from / recheck only when set. A full
  500-row page fits. CodeShape.to_compact() is the row shape.
- classify_shapes_by_rule(project_id, path, status, pattern=, kind=,
  snippet_id=, reason=, via=, include_judged=): ONE judgment over every
  unclassified live row under a directory whose symbol matches a glob;
  judged rows are untouched unless include_judged; canonical is refused;
  same gates as the row form; one transaction; returns count + sample.
  shape_ledger.classify_shapes_where / rule_matches (pure) carry it.

Tests: compact row pinned, rule_matches directory/glob/kind semantics, the
tool mount, and an integration sweep (unclassified-only, include_judged,
gates).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-21 15:02:55 -04:00
bvandeusenandClaude Fable 5 64c641ce80 refactor(routes): one supersession seam for REST and MCP; PUT/PATCH notes share a handler; shared mask/not-found/caller helpers (#2829, milestone 296 area 5)
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Reading the 28 route modules against each other and against the MCP tools:
- routes/notes.py carried a PUT and a PATCH handler that were the same
  function minus the supersedes contract on one of them — one handler now
  serves both verbs, so both carry it.
- The two _attach_supersession copies (REST + MCP) become
  supersession_svc.attach_relations(uid, note_id, data, hint=) — the seam
  the two surfaces must agree through; only the agent surface adds the
  one-sentence reading hint.
- Three local _uid() wrappers over g.user.id → scribe.auth.get_current_user_id
  like every other module; design_systems' private _not_found → routes.utils.
  not_found; the four "********" literals → settings_svc.SECRET_MASK with the
  read/write contract written once.
- routes/plugin.py: the project_id/repo resolution block and the
  comma-separated id parse were copied into three endpoints — _project_scope()
  and _int_list() now.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-21 11:23:47 -04:00
bvandeusenandClaude Fable 5 c211e12b61 refactor(mcp): one rules_payload() for every surface that hands rules to an agent; drop the dead bearer resolver (#2828, milestone 296 area 4)
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Reading the 16 tool modules against each other: the six-key applicable-rules
block (applicable_rules, applicable_rules_truncated, subscribed_rulebooks,
project_rules, suppressed_rules, suppressed_topics) was hand-built in five
places — enter_project, get_project, get_task (legacy plans), get_milestone
(three of the six) and services/planning.start_planning. rulebooks_svc.
rules_payload() is now the one place that names them; get_milestone gains the
three it lacked, so every rules-carrying payload reads the same. list_rules /
list_always_on_rules share _rule_summary. mcp/auth.resolve_bearer_to_user_id
duplicated resolve_bearer's parsing and had no product caller (only its own
tests) — removed; the tests now exercise resolve_bearer.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-21 11:20:36 -04:00
bvandeusenandClaude Fable 5 d74a244b3a feat(ledger): divergence readout — button B where button A is canon, shape history, and judged-shape recheck (#2793, milestone 294 step 7)
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Every judgment now goes through one helper that remembers the fingerprint
judged (classified_sha) and writes a code_shape_events row; the sync writes
vanished / reappeared / drifted events and flags recheck_at when a body
moves under an instance/variant. The refresh flags diverges_from on shapes
new since the previous computation that sit where one canon dominates the
judged siblings of their directory+kind and were not proposed as that canon
(a first seed flags nothing); the write-path hint asks the same question
in-band for the shapes the hook names. list_shapes(flag=divergence|recheck),
shape_history(project_id, path, symbol) (read-only), coverage line/payload/
card carry divergent + recheck. Backup v8 carries the history. Plugin 0.1.36.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-20 23:13:39 -04:00
bvandeusenandClaude Fable 5 ba0030e51d feat(ledger): mechanical proposer — every refresh proposes instances against canon and groups derive-first candidates; agents confirm in batches (#2792, milestone 294 step 6)
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Shapes now carry a content fingerprint (signature + whitespace/comment-
insensitive body_sha; migration 0080) and the proposer runs inside the
coverage refresh, the one moment bodies exist: symbol elsewhere → textual
containment → body references the canon → signature resemblance → semantic
(capped per refresh, unreached rows stay unexamined for the next). A hit is
a proposal on the row (proposed_snippet_id/basis/score), never a
classification; rows with no canon hit group by the derive-first rule
(identical body in ≥2 places, same name in ≥3 files) as proposal_basis=
derive + a group key. list_shapes(proposal=any|canon|derive|<basis>) is the
queue; confirm_shape_proposals(project_id, snippet_id|path|basis) confirms
in batches as agent instances; any classify_shapes/hook stamp retires the
proposal. Readout carries proposed + derive_groups (line, payload, card).
Plugin 0.1.35 (skill: the machine proposes, judgment classifies).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-20 21:30:35 -04:00
bvandeusenandClaude Fable 5 475f0857c9 feat(ledger): write-path stamping — a pulled canon the session then instantiates lands as a hook instance row (#2791, milestone 294 step 5)
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The prior-art hook now names the shapes being written (shapes=kind:name —
every definition in the payload, or the one enclosing an Edit found by
walking the file upward) and the server stamps them as instance rows when
the session PULLED a snippet inside PULL_WINDOW that the payload references
by symbol or that the semantic arm scored for this very payload.
classified_by=hook, evidence in reason; never overrides a judgment or a
canonical row, overridable by classify_shapes. Offered-but-unopened stamps
nothing. Pulled-and-already-seen snippets stay in the semantic query as
evidence without re-entering the deduped menu. A brand-new shape gets a
provisional row the next sync confirms or vanishes. Read-scoped keys get
the hint, never the stamp. Plugin 0.1.34.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-20 20:19:45 -04:00