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104c1d6f37 |
feat(plugin): a recognized retrieval miss has a route, and the record comes first (#4133)
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The tuning loop shipped in steps 4 and 6 and logged zero events in its lifetime. `tune_retrieval`, `retrieval_telemetry` and `retrieval_surfaces` appeared on no instruction surface at all — not the skills, not the hooks, not the MCP instructions — so the decision that "the model should be the thing handling it 9 times out of 10" could not begin to happen. What was missing was not an auditor but a route. `using-scribe` now carries it, ordered: read the refused records, fix the trigger, and only then consider the dial. The order is the content. A rule's `when_to_apply` IS the text its score is computed against, so a miss is evidence about that text first; rewording one trigger changes one rule's reach, while moving a floor changes what every record on the surface does and cannot tell a badly-worded trigger from a genuinely distant one. Measured, and the reason the order is asserted rather than suggested: rule 1 scored 0.6515 and ranked 5th for the moment it governed, behind three rules that restrained the same act. Every percentile said "lower the floor"; at 0.60 the arm delivered those three restraints and still not rule 1. Rewriting the trigger to lead with the symptom put it 1st at 0.7130. Also: the create path gets a precondition. A new record is itself a retrieval-affecting act, so before writing one, what_might_apply asks what already covers that moment — fifty candidates and no bar, because a bar is what lets the existing record hide. `_INSTRUCTIONS` gets one index line, not the route: 1,986 of 2,000 characters, since Claude Code cuts the rest mid-word (#2562). Co-Authored-By: Claude Opus 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01821k5B3Ysecp9fNYs92Kuy |
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a7d736860f |
fix(retrieval): the newest two rows are not the newest row of each dial (#4104)
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`current_settings` read a surface's history with one query and `limit(2)`, then keyed the rows by dial. That is only the same thing while both dials have moved equally often — and they do not. Floors get walked; budgets rarely move. Three floor changes and one budget change returns two floor rows, and the budget change vanishes. Under #4102 that cost a missing reason. Since #4104 it is worse: the dial then reports `source: "shipped"` — still on the value Scribe shipped — for a number somebody deliberately tuned. A wrong calibration answer, in the direction a reader has no cause to double-check. One query per dial, `limit(1)` each. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01821k5B3Ysecp9fNYs92Kuy |
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aee24c9c1c |
feat(retrieval): a tuned number carries the space it was measured in (#4104)
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Milestone 416 step 6. A retrieval floor is a cosine similarity, which only means something inside one embedding model's geometry over documents cut one particular way. Change either and every floor on the install keeps applying while describing nothing — and nothing anywhere says so, because the scores simply come out different and the bar goes on cutting. `CHUNKER_VERSION` already solved this for documents: stamped per row, so the backfill re-embeds precisely what is stale. The same idea, applied to the numbers: - `calibration_stamp()` — embedding model + document shape, one definition. TWO fields, never a fused string (rule 149): a mismatch has to say WHICH half moved, because they call for different responses. - `retrieval_tuning_events` gains `embedding_model` / `shape_version` (migration 0104), stamped on every write. Nullable and NOT backfilled — "unstamped" is the honest answer for a row written before this existed, and it reports as `stale: null`, never as fine. - `current_settings` reports calibration per dial: tuned rows from their event, untouched dials from the registry default's own stamp. - `retrieval_surfaces` and the Settings panel show the mismatch. The panel renders ONLY when something is stale, so seeing it at all is the signal. - `migrate_floor` / `migrate_retrieval_floor` answers "a path for thresholds to be inherited by the next model so that they don't have to recalibrate a lot": the raw cosine cannot cross models, but the PERCENTILE it represented can. Measure what fraction of a surface's logged calls the old floor admitted, re-score those queries under the current model, take the value admitting the same fraction. Dry run by default; applying writes an ordinary tuning event with the arithmetic in its reason. Nothing auto-retunes. A stale stamp says a number is no longer a measurement; it does not say what the number should be, and #4102 measured the one case where the statistic and the correct action pointed opposite ways. The load-bearing test is an ABSENCE: no chat-model identifier may appear anywhere in the calibration path. Claude produces none of these scores, so a Claude upgrade must trigger nothing — a false alarm here teaches the operator to ignore the real one on the day bge-small becomes bge-base. Backup v17 carries both columns, unfilled on the way out and on the way back: a round trip must not turn "we don't know" into a stated fact. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01821k5B3Ysecp9fNYs92Kuy |
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381c90ca7e |
feat(retrieval): the wide net becomes a pull — fifty candidates, no bar (#4103)
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Milestone 416 step 5. The operator's compromise — "if you're worried about excluding potentially important data let limit it to 50 entries" — moved to the surface where it is safe. Fifty in the push would be milestone 394 with extra steps; fifty in a pull crowds nothing out. `what_might_apply(query)` returns ranked rule candidates with NO threshold. The moment it serves is the one where the caller does not trust a bar to decide for them, so it does not have one — every row carries its score and the reader judges. WHY IT IS NOT A BIGGER `limit` ON `search` `_search_rules` returns statement, why and how_to_apply in full, on the stated reasoning that a caller who went looking deserves the whole record. That is the DEEP pull and should stay that way. This is the SHALLOW one — many candidates, each just enough to decide whether to open it. Opposite trade-offs, so it is a second tool. THE PREMISE THE STEP GOT WRONG The task said fifty "costs nothing". `_rule_hint_line` had already measured otherwise: ~143 tokens per line once the trigger is rendered, and #3855 tripled trigger lengths across the corpus. Fifty is ~7,000 tokens — cheap next to an arm firing before every Bash call, but not free, and a tool promising a free wide net gets reached for casually and then regretted. So it reuses the graduated shape #3851 measured for the push: the top few carry their trigger whole, the rest carry a cut of it. TRUNCATED, never dropped — the trigger is what lets a reader judge without opening, and a teaser without one is just an id. The cut borrows `_goal_line`'s technique including the fallback that matters (#4036): `textwrap.shorten` returns a bare "…" for one unbroken word. TELEMETRY Logged under its own pull source, asserted absent from both the tunable push registry and AMBIENT_SOURCES. That guard is load-bearing right now: the push arms' near-miss distributions are the evidence #4121 argues from, and a pull folded into them would move those numbers. INSTRUCTION SURFACES The using-scribe reflex and the MCP instructions both pointed at `search(content_type="rule")` for the consequential moment — the deep tool, at the moment you want breadth. They now point here, and keep `search` for reading a rule you already suspect. Written as a practice rather than a prohibition (rule 165). Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01821k5B3Ysecp9fNYs92Kuy |
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ea108acac5 |
fix(docs): two comments cited the wrong snippet for the duplication (#4102)
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Both said the repeated read-and-clamp was "canon #2860 across 295 of 372 siblings". Wrong on both halves, and checked rather than assumed: #2860 is "Scribe service function — the async_session unit", the service-layer canon, and its instance count is that canon's dominance in src/scribe/services — nothing to do with a threshold helper. The divergence hook flagged the new module against it because the new module is a service, which is the hook working correctly and me misreading it. The duplication itself was real and is what the registry consolidated: `plugin_context` read and clamped the pair twice over, three rule arms did it again, and `reply_preferences._threshold` once more. The comments now say that, and claim nothing about a ledger count. `rule_usage.py:122` cites #2860 correctly as the service canon and is untouched. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01821k5B3Ysecp9fNYs92Kuy |
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c8bfa6947c |
docs(retrieval): stop asking the operator to diagnose retrieval (#4102)
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The last item in this step's done-when: no wording anywhere asks an operator to tune for correctness. Four Settings hints told them to do exactly that — "raise it if rules keep arriving unread", "lower it if a git push arrives with nothing", "lower this if genuine duplicates go unnoticed". Every one of those asks the operator to diagnose a ranker from symptoms, which is the job the model now does from the records: the telemetry says what each bar refused, and reading those records is what separates a real miss from a bar doing its job. The hints keep the explanation of WHAT each number is — that is worth reading — and drop the homework. `plugin_context.py` said the defaults "are meant to be tuned from retrieval_logs once data accrues", which was true and had no owner. It now names who does it and with what. `retrieval_telemetry`'s docstring gained the warning that belongs beside it: this readout has been measured pointing the wrong way, so the ids it returns are the point, not its percentiles. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01821k5B3Ysecp9fNYs92Kuy |
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6240652dce |
feat(retrieval): the operator can see what was tuned, and every write is recorded (#4102)
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The other half of the bargain in milestone 416 step 4. The model moves these dials; this is what makes that reviewable rather than merely automatic. THE HOLE THIS CLOSES Every retrieval floor is an ordinary settings key, and `/api/settings` accepts any key at all. A floor written through it landed correctly and recorded nothing — a tuning history with holes in it, which is worse than no history because it reads as complete. So the generic endpoint now routes registry-owned keys through `set_dial` instead of writing them as plain rows. ROUTED, not refused: refusing would only work for callers that had been updated, while this way the form, a script, and an old client all leave the trail, and there is no version of "forgot to use the other endpoint". Clearing a control is written as an explicit set back to the shipped default, because the operator reverting something is the single most important move this history can record. `set_dial` now also refuses to record a no-op. The Settings form re-sends every field on every save, so without that one press of Save would write six rows saying the operator set six dials to the numbers they were already on — and a history nobody can skim is one nobody reads. WHAT THE OPERATOR GETS `/api/retrieval/surfaces`, `/surfaces/<name>` and `/tuning-history`, with `actor` fixed server-side rather than taken from the payload: a payload-supplied actor would let a model claim to be the operator, and "did I do this, or did the session?" is the first question this list is asked. In Settings: the five missing BUDGETS (until now only auto-inject had one, so the only control over a noisy surface was to raise its bar — which discards that surface's best candidates along with its worst), and a "What has been tuned" panel showing each change, who made it, and the reason given. The operator's own changes are marked. The MCP tool demands a reason; these endpoints do not. That asymmetry is deliberate and stated in routes/retrieval.py: the requirement exists to make the MODEL read the records before moving a number on someone else's behalf, and the operator is that someone — a mandatory justification box on every control would be friction charged to the one participant who owes no explanation. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01821k5B3Ysecp9fNYs92Kuy |
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25bd6742e0 |
fix(mcp): the three tuning tools get a read/write classification (#4102)
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CI 6962 — `test_every_registered_tool_is_classified_exactly_once`. The backup gap is closed (1692 passed); this is the next guard, and the same shape of one: a tool registered without a classification is silently denied to a read key, with nothing to notice (#3191). `retrieval_surfaces` and `retrieval_tuning_history` read. Read access matters more than usual for these two — a session that cannot see the bar in force, or the reason it was last moved, is one that will move it again blind. `tune_retrieval` writes in both senses: the number the arm reads, and the reason appended to the audit trail. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01821k5B3Ysecp9fNYs92Kuy |
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ca49a46c23 |
feat(retrieval): the model moves its own floors, and says why (#4102)
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Milestone 416 step 4's write half. `retrieval_surfaces.py` made the six
push arms describe their `{floor, budget}` the same way; this adds the
three MCP tools that let the model READ that and change it, and the
backup sections that carry the reasons.
The operator's decision, which this implements:
"the floor should be chosen and adjusted by the model using it… the
user should be able to touch it but the model should be the thing
handling it 9 times out of 10."
WHY A REASON IS REQUIRED, AND WHY THE TOOL ARGUES AGAINST PERCENTILES
The milestone originally listed self-tuning as a non-goal on one
measured case, and that case is now the tool's docstring rather than a
prohibition: `report_preference` logged 69 consecutive declines with
the refused record 0.0006 under the bar, and every percentile said
"lower it". The refused record was rule 77 "Extract intent from loose
phrasing" matched against a query about report layout — a false
positive. Lowering would have attached that rule to every completion
report ever written.
What separated the statistic from the correct action was OPENING the
record. So `tune_retrieval` refuses a blank or perfunctory reason,
tells the caller to read `retrieval_telemetry(near_miss_samples=5)`
and the record ids it names, and carries that 69-decline example — an
abstract warning loses to a number. The non-goal that survives is
*statistical* auto-tuning; nothing here reads a percentile and picks a
value.
BACKUP (v16), which is what CI caught
`retrieval_tuning_events` was neither backed up nor excluded, and
#2293's guard said so. It is backed up: `settings` already carried the
numbers, so dropping this would restore an install with six moved
dials and no argument for any of them — precisely the state the table
exists to prevent, and worse now that the model is the one moving
them. One `_retrieval_tuning_event_rows` builder called from both
exporters (snippet #2851); `user_id` travels because a restore has to
remap it, which is why the row builder is not the model's `to_dict()`.
`surface` is a registry name rather than a foreign key, so the history
survives a restore into an install whose ids all differ.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01821k5B3Ysecp9fNYs92Kuy
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003bfd7a0a |
fix(tests): two readers moved, and the settings guard now checks the registry (#4102)
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09b48457ff |
refactor(retrieval): one registry for every surface's floor and budget (#4102)
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Groundwork for the step's real change. The operator's decision is that the floor is chosen and adjusted by the model using it, not shipped as a value somebody has to defend: "we need a model consistent surface for the adjustment of these floor values. the user should be able to touch it but the model should be the thing handling it 9 times out of 10." A tuning surface cannot be consistent across six arms that each spell their configuration differently, so the arms stop owning their numbers. `retrieval_surfaces.SURFACES` names each one, its floor key and default, its budget key and default, and — because they are rendered by the tuning tool and the Settings UI — what it asks, over what corpus, and how often it fires. A floor cannot be moved responsibly by anyone who does not know those three. Three things fall out: - **`k` becomes a real budget everywhere.** Only auto-inject had a configurable one; `RULEHINT_LIMIT`, `PROMPTRULE_LIMIT` and `reply_preferences.LIMIT` were constants. `k` is what binds under a low floor, so it has to be settable per surface — and per surface is the point, since `pre_tool_rule` fires before every Bash call while `prompt_rule` fires once a turn. - **`write_path` gets its own budget, inherited not reset.** It shared auto-inject's outright on the argument that "how many titles at once" means the same thing on both. It does not, for the same reason. Unset, it still reads auto-inject's key, so an install that tuned the shared knob does not silently drop to a new default. - **The duplicated read-and-clamp goes.** That shape is canon #2860 across 295 of 372 judged siblings. Survivable while the numbers were constants; not once they are meant to move. The long measurement comments stay exactly where they are — #2223's noise-floor probe, #3853's command-vs-code split, #3851's band measurement. The constants they annotate now alias the registry, so there is one value and the reasoning still sits beside it. Tests build the write-path config from the registry (`helpers.writepath_cfg`) instead of from hand-written dicts. That is not tidiness: the rule arms read their numbers inside a fail-open `except`, so a dict missing one key does not raise where a reader would see it — the arm silently becomes a no-op that reads exactly like "fired and found nothing". Ten hand-written dicts each looked complete on the day they were typed. tests/test_retrieval_surfaces.py pins the identity everything rests on: a surface's name IS its telemetry source. Nothing in the type system says so — `record_retrieval(source="pre_tool_rule")` is a literal in another file — and renaming one without the other yields an arm that can be tuned and not measured, or measured and not tuned, with no symptom either way. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01821k5B3Ysecp9fNYs92Kuy |
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825491d859 |
fix(retrieval): the place arm marks its repeats too, and three tests meet the new contract (#4101)
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5c64ea0b4f |
feat(retrieval): a repeat on the note arms is a reference, not silence (#4101)
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#3750 settled this for rules: a record the session was told about an hour ago is not a record in front of the reader now, so the second time it is the best answer it is rendered again with a tail saying so. The note and snippet arms never got that fix, and theirs was worse — the ledger went into `semantic_search_notes` as `exclude_ids`, so the repeat left the candidate set entirely. Three things followed: - the second time a note was the best answer the session got SILENCE, indistinguishable from "nothing matched", on the arms that fire most (`auto_inject` alone ran 598 calls in five days); - a compaction made that permanent, since the ledger outlived the context it described — fixed one layer down in c61f730; - and `best_available` was measured against a candidate set the caller had already edited, so the bar could be blamed for a record the caller withheld (#3739, from the side its fix never reached). The ledger is now a RENDERING fact. Every repeat is still ranked, still shown, and carries a `seen` marker; the band is computed over all hits, because letting the ledger move the cutoff would make "you were shown this" change what counts as relevant. The marker is one word and deliberately not the rule arms' phrasing — "before deciding it does not apply" is the voice of a record that binds, and a dev-log borrowing it would claim authority it does not have. Telemetry takes the rule arms' contract (#3752): `results` and `record_surfaced` both take fresh only, the repeat is counted in `suppressed`, so this source's surfaced set still matches its own log row (#3668). That makes a fact readable that could not be stated here before — `result_count == 0` with `suppressed_count > 0` is "everything that matched, the session has already seen", which is a different claim about the bar from "nothing cleared it". On the write path this also splits a variable that carried two claims. `seen` was the ledger plus everything the call had already rendered, and both were treated as reasons to withhold; `in_menu` keeps the same-call exclusion while the ledger becomes a marker. That narrows the `best_available` compromise at its old comment to the pulled-and-already-listed case, and retires the argument that a suppression count here would be partial — nothing is hidden inside the query any more. Deliberately unchanged: the write-path SYNC class still shows once. Its claim is about an edit in progress rather than a record's continuing relevance, and repeating it every write to the same file would be nagging. tests/test_ledger_references_not_silence.py pins both arms — the ledger never reaching the search, the repeat rendered and distinguishable, the telemetry split, the all-repeats call being readable, and the two exceptions (this call's own menu, and the sync class). Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01821k5B3Ysecp9fNYs92Kuy |
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ad26b3f458 |
feat(retrieval): the ledger records what was OPENED, not merely what was shown (#4100)
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Milestone 386 made a repeat REFERENCED rather than withheld, and the line it chose says "You saw it earlier this session". Nothing ever checked that. The arms emit a TEASER — title, trigger, get_rule(N) — so a session can be shown a rule twenty times and never read a word of it, and a compaction summarises the teaser away leaving nothing behind. The server was asserting something about the reader's context it had no way to know. Three states now, where there were two: never surfaced "it is not in this session's loaded set" named, unopened "Mentioned earlier this session but not opened — read it…" opened "You opened it earlier this session; pull it… again" The middle one is the honest one and the one that was missing. It keeps the full invitation, because a session that skipped a teaser is in nearly the position of one never shown it. HOW "OPENED" BECOMES OBSERVABLE. A new PostToolUse hook watches the get_rule call itself and appends to `<sid>.opened.ids`. PostToolUse does fire for MCP tools — the event's own output schema carries `updatedMCPToolOutput`, which would be meaningless otherwise — and the matcher is `mcp__.*__get_rule` so the server segment, which varies by install, is not pinned. This is NOT the self-report 386 rejected. That objection was to ASKING a model whether it holds a rule, which is unverifiable. A tool call is an event the harness reports whether anyone asks. Recording what a session DID and believing what it SAYS about itself are different kinds of evidence. Both ledgers clear together on compact/clear. Keeping `.opened.ids` across a compaction would have the arms telling a freshly-summarised session "you opened it earlier" about a rule now nowhere in its context — a more confident version of the bug being removed. Same reader (scribe_rules_live) for both, so ageing, last-entry-wins and the bare-id format are defined once. Also closes two smoke-coverage holes the checker was reporting as SKIP: the new recorder, and scribe_precompact_preserve.sh from #3680. The latter needed STATIC_FLOOR to become a set — PreCompact's contract is inverted, its stdout BECOMES the summarizer's instructions, so silence is its failure mode and a generic read of it looks like a leak. Step 2 of milestone 416, and a hard prerequisite for step 4: while suppression keys on shown, widening k marks records "seen" faster than they are read, and the ledger would degrade in proportion to the improvement. Plugin minted 2026.09.16.1232 -> 2026.09.16.2102. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01821k5B3Ysecp9fNYs92Kuy |
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07bdbf1647 |
feat(rules)!: a rule cannot be created, or edited into, having no trigger (#4099)
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`when_to_apply` is not metadata. `rule_document` embeds a rule as
`{title} — {trigger}` / `When to apply: {trigger}\n\n{statement}`, the trigger
appearing twice so purpose dominates a short vector — the shape note 2485
measured on snippets (a 0.153 top-to-second gap against 0.010–0.023 for
everything else). Without one the document silently becomes title + statement:
a DIFFERENT shape, ranked against a corpus it does not match, with nothing to
report it. Every bar and every rank in the system assumes one shape.
`create_preference` has refused an empty trigger since it shipped. The two rule
creators defaulted it to "" — so the shape was enforced for the record kind
that guides and optional for the kind that binds.
The guard lives in the SERVICE, because both doors reach it: the MCP tools and
the frontend's fast path in routes/rulebooks.py. Written in either alone, the
other could still create a rule that never fires. The route keeps a matching
check for the STATUS CODE only (400, not the 404 it maps ValueError to).
update_rule refuses to EMPTY an existing trigger, checked after the mutation so
it covers `clear=[...]`, an emptied form input, and any route added later.
Deliberately asked as "did this edit remove one" rather than "does one exist":
a rule predating the guard has none, and refusing to save it would freeze
precisely the unreachable records that most need fixing.
Deliberately not following arose_from_id, which the human door exempts itself
from because provenance is about auditing what the AGENT changed. That reasoning
does not reach this field — a missing trigger is not a missing explanation, it
is a rule that does not work, and it fails an operator as badly as a session.
15 test fixtures across 6 files were creating rules with no trigger. They now
pass one; that they did not is the point — curation is not a guarantee.
Step 1 of milestone 416 "Retrieval stops guessing a bar". First because every
later step assumes one document shape, and it is much cheaper to guarantee
before a corpus grows than to backfill after.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01821k5B3Ysecp9fNYs92Kuy
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5ae60734bb |
fix(retrieval): the completion-report arm gets its own bar, not the prompt arm's (#3860)
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`report_preference` shipped reading PROMPTRULE_THRESHOLD_KEY, so the two arms were one dial: tuning the bar for an operator's prose silently retuned the lookup that runs when a task closes. That coupling is worse on this arm than it would be anywhere else. Every other retrieval arm scores a query that varies per call, so a mis-set bar shows up as a changed clear-rate. COMPLETION_QUERY is a fixed string, so this arm's best score for a given corpus is a CONSTANT — and a constant sitting under the bar is a dead arm rather than a quiet one. No volume of traffic reveals it. Found by the first live read for milestone 394 step 9: 69 calls, 69 declines, every one naming the same record at the same score (0.7194 against a 0.72 bar). Reading `best_available_id` (#3807) showed the record was about interpreting a REQUEST, not about report shape — so the declines were correct and the arm is healthy. The percentile alone would have said "lower the bar", which would have delivered a false positive on every completion report ever written. The bar does not move; the key does. Both defaults stay 0.72, so this changes no behaviour on any install — it makes "leave this one where it is" expressible, which it was not before. Settings grows the control (rules 25, 27), and the default-agreement check grows a row. Deliberately NOT included: a change to PROMPTRULE_DEFAULT_THRESHOLD. The evidence for moving it is this install's near-miss table, and rule 115 keeps a shipped default from being justified by one instance's corpus. That bar is a per-user setting and belongs in the operator's Settings, not in the product. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01821k5B3Ysecp9fNYs92Kuy |
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aa94c73d9e |
feat(plugin): a directory says which project it belongs to, git repo or not (#4085)
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All six hooks scoped their requests one way: `git remote get-url origin`,
resolved server-side through the repo bindings. That key does not exist
outside a git repo, so a session in a plain directory was unscoped in every
hook at once — no project context, no prior-art scoping, no project rules —
and silently, because a missing remote is indistinguishable from a remote
nobody bound.
A `.scribe` file is the second key, read by the shared scribe_scope_query so a
directory scopes the same way everywhere:
{"instance": "https://scribe.example.com", "project_id": 2, "project": "…"}
`instance` is why the file is not just a number: an id is a different project
on every Scribe, so a marker that travels — a copied directory, a shared
machine, a repo someone else clones — would otherwise scope the session to the
wrong project without a word. Compared host-only, and a mismatch drops the id:
no project beats the wrong project. A bare integer is accepted too, since it
is what a person writes by hand. The marker beats a git remote — someone put
the file there on purpose — which is also how a directory overrides its
binding.
Two things it found on the way:
* An explicit project_id that did not resolve rendered NO message at all —
the branch hung off `if project_id` as an `elif`, so a caller holding a
pointer it believed in got a context that silently omitted the project it
had asked for. Now reported.
* The refusal reason was a global set inside a function every caller reads
through `$( )`. The assignment died with the subshell, leaving the caller
to read an unset variable under `set -u` — which aborts the hook and costs
the whole session's SessionStart context, to fetch a warning about a file.
It comes back through stdout with the id instead, and a test pins it.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01821k5B3Ysecp9fNYs92Kuy
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5e4fd017ae |
fix(mcp): list tools return rows that say what a record is, not what it says (#4061)
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list_tasks returned every row's to_dict(), body included: a project's todo list came to 93-165k characters, past what an MCP client accepts inline, so the list arrived as a file to page through (the #4045 failure, one call over). - notes.brief_row: id, title, type, project, tags, updated_at; for tasks, status, kind, priority, milestone id and title; description, parent and due date only when set. - milestones.titles_for: one query for the milestone titles a page of rows names. - Brief rows on list_tasks, list_notes, get_milestone's steps, get_system and list_system_records. get_task / get_note / get_snippet read a record in full, and each docstring says so. - tests/test_list_rows_brief.py pins the ceiling: 100 rows of ~5k-character step plans stay under 40k characters. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01821k5B3Ysecp9fNYs92Kuy |
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21a701c572 |
fix(planning): the plan gate's default drops to 0.80, where reworded plans actually score (#4079)
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Measured live after deploy: three plans reworded from existing active milestones scored 0.83-0.87 against the milestone they restated, and the nearest distinct plans 0.72-0.77. At the inherited 0.90 the semantic arm matched nothing, so only an identical title was caught. 0.80 sits in the gap. The Settings form's default moves with it (test_settings_defaults_agree). Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01821k5B3Ysecp9fNYs92Kuy |
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fb36599f2d |
docs(plugin): find the existing plan before making one, and file related work into it (#4080)
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Step 5 of milestone 415 "An existing plan is found before a new one is made". Sessions opened a second milestone beside the roadmap milestone that already covered the work, and filed related tasks loose, because no surface told them to look first. - writing-plans: a section on finding the plan that exists (enter_project's unplanned_milestones, search(content_type="milestone"), list_milestones); when an active milestone covers the work, add steps to it; a second milestone only for a separate arc; the gate's existing_milestone reply. - using-scribe: "when you plan" gains the same check and milestone_id on related tasks. - _INSTRUCTIONS PLAN line points at the milestone search (1,689 of 2,000). - test_guidance_ownership pins the topic on writing-plans. - Plugin version minted: 2026.09.15.1744. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01821k5B3Ysecp9fNYs92Kuy |
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2811fc9025 |
fix(planning): the plan gate joins step text through embedding_text (#4079)
test_nothing_else_builds_the_embedding_document_itself caught start_planning
building f"{title}\n{body}" inline for the plan gate's candidate text. That is
the embedded-document shape; plan_candidate_text now takes (title, body) pairs
and calls embedding_text, so the candidate moves with the corpus it is ranked
against (#2486).
Also carries the create_task / create_records milestone_id docstring lines from
step 5 (#4080), which share the file.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01821k5B3Ysecp9fNYs92Kuy
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59407728e6 |
feat(planning): start_planning hands back the active plan that already covers the work (#4079)
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Step 4 of milestone 415 "An existing plan is found before a new one is made". A session that could not see an existing plan made a second one beside it. start_planning and create_milestone now ask first: an ACTIVE milestone in the project with the same title, or one that reads as the same plan (title, design and steps against milestone embeddings), is returned with its progress and a pointer to create_records(milestone_id=...). Nothing is created; force=true bypasses. - dedup.find_matching_plan / plan_gate / plan_match_response; access-checked before either arm (rule 78), fail-open like the other gates. - Done milestones never block; the semantic arm needs 200+ chars of candidate. - kb_plan_match_threshold (default 0.90) is a setting, in the Settings view, and pinned against the Python default by test_settings_defaults_agree. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01821k5B3Ysecp9fNYs92Kuy |
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3a501c2cac |
feat(search): milestones are searchable by meaning — "is there already a plan for this?" (#4078)
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`search` covered notes, tasks and rules, and a milestone — the record a plan lives in — could not be found. A project whose roadmap was written as milestones had every later plan opened beside the one that already described it, because nothing could have told the session it existed. - milestone_embeddings (migration 0102): the third sibling of note_ and rule_embeddings, for note 3163's reason — the search is milestone-specific. The document is title — description, then description and the plan body, so a roadmap milestone with no description is still found by its design. - Written on create, on a title/description/body update, and for a plan made through start_planning / create_records, fire-and-forget with the parent-row claim (#3262); a startup backfill covers every existing milestone. Derived, so it joins _NOT_INCLUDED beside the other embeddings. - semantic_search_milestones: a project's milestones when the caller can read it (access.can_read_project), otherwise the caller's own; optional status. - search(content_type="milestone"): id, title, description, status, project and progress. Its own shape, and not part of "all", whose results are note-shaped. The docstring says what it is for: ask before start_planning. - Integration test on real Postgres: found in its project and not another, status narrows, an unreadable project returns nothing. Milestone 415 step 3. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01821k5B3Ysecp9fNYs92Kuy |
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184a3e026d |
feat(mcp): enter_project names active milestones with no steps as open work (#4076)
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A plan written as a milestone with a description and no steps was invisible to the session handshake: it lists the 5 most recently touched milestones (#4045), and touching is a step changing, so a step-less milestone can never qualify. FabledLibrarian's roadmap (nine such milestones) sat unseen while later plans were opened as new milestones beside the ones that already described them. enter_project adds `unplanned_milestones`: active milestones with no steps, in roadmap order, id/title/description, up to 10 with an omitted count, none repeated from the recent list, and absent when there are none. The docstring says what they are for: check them before starting a new milestone, and add steps to a match with create_records(milestone_id=...). Milestone 415 step 1. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01821k5B3Ysecp9fNYs92Kuy |
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ac01eee040 |
fix(rules): planning reads list rules by id and title instead of restating them (#4081)
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start_planning on project 2 replied with 92,645 characters, 65k of them applicable_rules. Milestone 414 made a project's listing every global rule tagged to an area it works in (before, the rules of subscribed rulebooks, and project 2 subscribed to none), and the non-brief rules_payload sent each as a full rule_brief. get_milestone, get_project and get_task carried the same. Every rules_payload form now lists: id, title, the topic a global rule sits in, and `via` for a co_surfaces partner. get_rule reads one in full, and retrieval delivers them in full when work matches — the reasoning #4045 applied to the handshake. A test pins 81 full-length rules under 6k characters. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01821k5B3Ysecp9fNYs92Kuy |
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0bf7406f42 |
fix(mcp): two rule reads reach a read-only key, and every tool must now be classified (#3191)
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rules_due_for_verification (the rule staleness sweep) and rule_history (what a rule used to say) are pure reads, and a read-scoped API key was refused both: neither is in _READ_ONLY_TOOLS, and the completeness test that should have caught it only looked at tools whose NAMES start like a read (get_, list_, search…). Neither does. - Both join _READ_ONLY_TOOLS; the comment that pointed at this issue now says why they sat unlisted. - _WRITE_TOOLS declares every writing tool by name. Nothing reads it at runtime — default-deny already refuses an unlisted tool — it exists so the classification is total. - test_every_registered_tool_is_classified_exactly_once takes its candidates from what build_mcp_server() actually mounts, requires each in exactly one of the three sets, and still flags a classified name that is no tool. The decision stays explicit; only the candidate set widened. - test_the_completeness_check_can_fail drops a real tool from its set and asserts it is noticed (rule 167). Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01821k5B3Ysecp9fNYs92Kuy |
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4e4020c040 |
feat(rules): move a rule between global and project scope, keeping its id, history, areas and edges (#4063)
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A rule's home is its reach: a rulebook topic makes it global, a project makes it that project's. There was no way to change one, so a project rule decided to be global could only be recreated and the original trashed — losing the id every record cites, its edit history, its area tags and its relations. - services.rulebooks.move_rule(rule_id, user_id, topic_id= | project_id=): exactly one destination (the model's CHECK), owned by the caller, not the rule's current home. A topic already holding a live rule with the same title is refused with a message naming that rule, instead of uq_rule_per_topic failing the commit. Someone else's rule reads as not found. - Deliberately NOT done, and said in the docstring: no version (a version is what a rule said, milestone 323 decision 4), no duplicate gate (nothing new enters the corpus), no re-embed (retrieval reads the home at query time). - Both doors: MCP move_rule, REST POST /api/rules/<id>/move (rule 33). - UI: RuleHomePicker, one component in the rule editor (a global rule) and a project's rules tab (a project rule), so the two cannot drift on what a destination is. - using-scribe names move_rule under "Where a new rule goes". Plugin 2026.09.15.1626. Milestone 414 step 3. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01821k5B3Ysecp9fNYs92Kuy |
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0bcd4b5540 |
feat(rules)!: retire rulebook subscriptions and per-project suppressions (#4052)
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A rule's home is its scope now: a rule in a rulebook topic is global, a rule on a project applies to that project, and retrieval reads that directly (#4074). A subscription had stopped changing anything a session received; a suppression muted rules from a subscription. Operator, 2026-09-15: "we have global and project scoped rules, we don't need the subscriptions now." What goes, whole (rule 22): - Migration 0101 drops project_rulebook_subscriptions, project_rule_suppressions and project_topic_suppressions, and strips subscribe_rulebooks (and 394's leftover exclude_always_on_rulebooks) from stored inception choices. - Service, MCP and REST: subscribe/unsubscribe and the four suppress/unsuppress operations. The Subscribers checklist, the subscribe chips, the skip buttons and the Suppressed section in the rules UI. - Inception asks two questions (design system, seed Systems). create_project and decide_project_inception lose subscribe_rulebooks. - Backup v15 stops exporting the three sections; older archives still restore, the keys simply unread. Trash no longer hard-deletes suppression rows. What changes meaning: - get_applicable_rules is a project's LISTING: its own rules, plus the global rules tagged to an area it works in. Untagged global rules apply everywhere and arrive by retrieval, so they are not listed. A co_surfaces partner on a different project is not dragged in. - list_rules(project_id) lists that project's own rules. - rules_payload drops subscribed_rulebooks and suppressed_*; the handshake's brief form is project_rules alone. - using-scribe's "Where a new rule goes" and inception sections, tool docstrings and docs say global vs project. Plugin 2026.09.15.1620. Milestone 414 step 2. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01821k5B3Ysecp9fNYs92Kuy |
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188e78bbcd |
feat(rules): retrieval honours a rule's home — global everywhere, a project's rules only in that project (#4074)
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semantic_search_rules searched every rule the user owned, and every hook arm called it without a project, so each project's rules were injected into every other project's sessions and a project rule meant nothing a session could feel. The search now takes a scope: global rules by default (an unbound session, or a caller that forgets to say), global plus project N when given project_id (N's rules only if the caller can read that project, through access.can_read_project), and every owned rule with everywhere=True. The four hook arms and the report preference lookup pass the session's project; an explicit search(content_type="rule") scopes to its project_id, or asks the whole rulebook without one. Milestone 414 step 1. Guarded by an AST walk that every hook call site passes project_id, and an integration test on real Postgres that a rule is reached only from its home. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01821k5B3Ysecp9fNYs92Kuy |
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7f974d9749 |
feat(mcp): enter_project becomes a small primer: goal, recent work, open work, vocabulary (#4045)
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The handshake carried the whole project record, every milestone's plan, full rule text, the notes most recently edited and ~9k of design guidance. For project 2 that was ~222k characters, past what an MCP client accepts as a tool result. Each category was walked through with the operator and sized to what a session needs on arrival; each names the call that has the rest. - project: id, title, status and the full goal (session start's "full goal" pointer still lands here). get_project keeps the whole record. - milestone_summary: the 5 most recently touched milestones, any status, most recent first, without plans. Summaries gain last_touched_at: the later of the milestone's own edit and its newest step update, from the query that already counts steps. milestone_summary_omitted counts the rest and points to list_milestones. get_project and list_milestones list every milestone, also without plans. - open_tasks: the 10 most recently touched open tasks, with or without a milestone, each naming its milestone. list_notes gains sort="touched" (the later of updated_at and the newest work-log), because a log doesn't bump updated_at. - recent_notes: dropped. Retrieval surfaces notes by relevance, and get_recent covers recency. - systems: id and name. - design_system: summary plus guidance_call. get_design_system gains resolved_guidance, the chain-merged prose; its own guidance field is only the departures, so session start's old pointer to it led to a fragment. The session start pointer and using-scribe's "Building UI" section now name resolved_guidance. - rules: rules_payload(brief=True) gives project_rules as id and title plus subscribed_rulebooks, and records only what it shows. Retrieval delivers rules in full and ignores subscriptions (#4052). Other callers unchanged. - pattern_coverage, inception and systems_bootstrap: unchanged. Clients: the plugin's using-scribe skill, the compaction notice and session start are updated here; the REST project summary only gains last_touched_at. Plugin version minted. Tests: a size ceiling on the handshake for a large project; milestone and task selection and naming; brief rules; resolved_guidance; the session start pointer; and a real-Postgres test that a work-log touches its task and a step update touches its milestone. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01821k5B3Ysecp9fNYs92Kuy |
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9b2de3552f |
fix(mcp): project reads list milestones without their plans, and cap done ones (#4045)
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enter_project returned every milestone's full plan body. On a project with 39 milestones the handshake came to ~222k characters, 168k of them bodies (110k from done milestones). That is past what an MCP client accepts as a tool result, so the call meant to orient a session arrived as a file to page through. It grows with a project's history, so any long-lived project on any install gets there. - brief_milestone_summary (services/milestones.py) trims summary rows to the listing fields: id, title, description, status, order_index and progress. The plan is get_milestone's job. user_id, project_id and timestamps repeat what the caller knows. - enter_project and get_project share one block: every open milestone plus the 5 most recently updated done ones, in order. milestone_summary_omitted is attached only when older done ones were left out, and names list_milestones and get_milestone. - list_milestones lists every milestone, done included, without bodies. It is the call the omitted line points to, and it had the same size problem. - The REST project summary is unchanged; the web UI reads it. Tests: trimming, the done cap and its order, the omitted key present and absent, get_project and list_milestones, and a size ceiling on enter_project's milestone block for a 200-milestone history. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01821k5B3Ysecp9fNYs92Kuy |
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dd80e2bc86 |
feat(409): a Stop hook checks that a reply closing a task has the completion sections (#4014)
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Everything else Scribe gives an agent arrives before the reply is written. A
Stop hook is the one moment the finished reply exists, so it is the last
chance to fix a report the operator can't read, and the only place adherence
to the shape can be measured.
- plugin/hooks/scribe_report_check.sh (Stop): deterministic, no model call.
1. Did this turn close a task? That means an update_task/create_task call
with status "done" since the turn's prompt, whose tool_result is not an
error. Otherwise it stays silent, which covers most turns (one grep).
2. Does the reply that ends the turn say where the work sits (a record by
id and title, or step N of M), what needs the operator, and what comes
next? Matched on those words, not on exact headings.
3. If sections are missing, it blocks once. With stop_hook_active set, a
rewrite is recorded (passed_after_rewrite / missing_after_rewrite) and
never blocked again. A block loop started by another plugin (no marker
from this hook) is left alone.
- Measured: every checked reply is reported to GET /api/plugin/report-check
(passed / blocked / after rewrite). Turns that close nothing are not
reported; they would cost a request per turn and add nothing to the rate.
Outcomes go to app_logs as category "plugin", action "report_check".
- It blocks only when the block was recorded, and only in the server's words.
The endpoint returns the block reason, so the hook carries timing and
transport only (PACKAGING.md), and an unconfigured or unreachable instance
never stops a session.
- The transcript format is read from real transcripts and marked in the hook
as observed rather than documented. The Stop contract (transcript_path,
stop_hook_active, decision/reason, no matcher, SubagentStop separate) was
checked against the Claude Code hooks docs. A prompt-type hook was not
needed: the deterministic check passed a real completion report from this
session and blocked a stripped one.
- A pipefail trap was caught while exercising the hook: `tail | grep -q`
reports failure exactly when grep matches, because tail dies of SIGPIPE.
The prefilter reads through process substitution; the section checks use
here-strings.
- Tests: an end-to-end hook suite over synthetic transcripts and the shared
HTTP sink (silence, pass, server-worded block, rewrite recorded, foreign
loop, errored write, earlier turn, unwritten reply, no recorded check, bare
id), and service tests for the reason wording and the outcome record. Smoke
event added to check_plugin; README and PACKAGING list the hook and
endpoint. Plugin version minted.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
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921565696c |
feat(409): an operator's own reply shapes reach the reply they are about (#4013)
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The reporting-back skill ships default shapes; an operator's adjustments to them are preference records. Prompt-time retrieval matches the operator's message, and a shape preference is about the reply, so those preferences were on file and never arrived. Operator's decision (logged on #4013): the server delivers them for a completion report, and the skill asks for every other kind. - Completion reports (option C): closing a task with update_task runs a kind-filtered preference search for the moment "writing the completion report after finishing a task" and returns matches as `reply_preferences` ({id, title, statement, kind}), with a sentence added to `report_back` naming the key. A preference says it is about completion reports through its own when_to_apply; no tag or column. Omitted when nothing matches, and the lookup fails open. - Telemetry: every call logs to retrieval_logs under `report_preference` (empty calls included; a search that never ran writes no row) and hits are recorded surfaced. The source is ranked, so it counts toward pull-through. The bar is the prompt arm's setting until step 6 reads this source's near misses. - Every other reply (option A): reporting-back gains "The operator's own shapes come first". Before a finding, decision, handoff or "where are we", search(content_type="rule") in the words of that moment and follow what comes back. Registered in the ownership guard with reporting-back as owner. - Loading reply shapes at session start (option B) was rejected: it would be a small copy of the preloading milestone 394 retired. Domain-neutral query (pinned); works on an install with no preferences. Plugin version minted. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> |
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21343dc3aa |
fix(plugin): the session-start Goal line cuts at a word and says where the rest is (#4036)
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A raw 200-char slice ended mid-word with nothing marking the cut, so a reader took half a sentence for the whole goal. _goal_line flattens the goal to one line, trims at a word break with an ellipsis, and points at enter_project(id) when it cut. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> |
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76bfd92c21 |
feat(410): the server orients with a client-neutral index; the live context carries live state only (#4030)
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Step 3 of milestone 410 "One owner per piece of guidance".
_INSTRUCTIONS is rewritten as an index for every MCP client (1,597 of 2,000
chars): orient, rules, recall, record, plan, ids, reuse, UI, report. Each
line names its tool, and the block says every reflex is stated in full in
the using-scribe skill and in each tool description.
- names no client: CLAUDE.md, auto-memory and "the client injects ~2k
chars" are gone
- gains the two reflexes it lacked: records that cite each other go through
create_records with {{ref:N}}, and reports start from `placement`
The comment block above it now explains ownership (decision #4027) instead of
accumulating per-milestone trade history, and keeps the budget and its
reason (#2562).
build_session_context states only what the server knows about this session:
the active project and open work, its design system, an unbound-repo hint,
or that no project is bound. Removed: the "you are not holding the
operator's rules" section, the closing "Reflex: search Scribe" line, the
design-system usage sentence, and the plugin-specific header. using-scribe
owns all of that. The truncation note no longer restates the rules ask.
Tests: a pin that the live context carries no rules reflex; the cap test
drives truncation through the unbound-repo hint, since a bare session is now
one line; the budget test message describes the index.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
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6c1fd28179 |
fix(#4022): instruction surfaces stop describing the always-on tier milestone 394 removed
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Skill bodies and tool docstrings still taught the deleted model: using-scribe said always-on rules "arrive whether or not you ask" and that SessionStart may inject a rule index; create_project, decide_project_inception and enter_project said an undecided project gets "every always-on rulebook"; create_rule pointed standards at "the always-on one"; the verification sweeps and retrieval_telemetry listed always-on paths and a live preload. Every passage now describes the current model: every rule is retrieved, a rulebook binds only by subscription, an undecided project inherits nothing, and the preload survives only in telemetry rows older than 394. Also repairs three sentences left half-replaced by the 394 edits: the static context's "If you have not loaded the no rule has arrived", create_rule's "an A subscribed rulebook", and create_project's doubled subscribe_rulebooks entry. Plugin version minted. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> |
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7239e3c479 |
feat(409): the reporting reflex reaches every surface a session reads (#4012)
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Step 3 of milestone 409 "Response shapes". Step 2's reporting-back skill only helps if it fires, and only exists in the Claude Code plugin. - scribe_static_context.md and using-scribe (new reflex 11) say: report back in a shape the operator can read, placed from the `placement` block rather than memory, and point at the reporting-back skill. using-scribe also lists it among the sibling process-skills. - update_task returns a one-line `report_back` cue when a task is closed (done or cancelled). A tool response is the only surface every MCP client sees, at the moment the report is about to be written. - _INSTRUCTIONS takes no line: there is no budget without trading out a session-start reflex. The decision is recorded in server.py's comment block so it is not re-litigated blind. - Guards: test_instruction_surfaces_agree pins the reflex and the placement pointer on both plugin surfaces; a tool test pins the cue on closing statuses and its absence on every other update. Plugin version minted. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> |
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46d9134b10 |
feat(409): a task write returns where the task sits (#4010)
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Step 1 of milestone 409 "Response shapes". An agent reporting finished work
is asked to say which milestone it belongs to, which step of how many, and
what is next. Without those facts to hand it reconstructs them, and a
reconstruction reads exactly like the truth when it is wrong.
create_task and update_task (MCP) and the REST create/update task routes now
return a placement block: project; and for a task in a milestone, the
milestone, position {step, of}, progress {completed, total, pct} and next
(the next open step, falling back to the earliest open one before it).
- Step order is creation order, not get_milestone listing order, which
reshuffles on every update.
- Siblings are read through readable_notes_clause; position and progress
are computed over that same readable set, so a collaborator is never shown
a step title they cannot open, and a note share alone reveals no plan.
- Fail-open and omitted when empty, like every in-band decoration.
- _no_embedding moves into conftest as one opt-in fixture for both
integration modules that need it.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
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441a1ac31d |
fix(#4016): records that cite each other are created together, and a guessed id is refused
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Sessions predicted the ids their next creates would get and wrote them into
plan bodies and reference notes before the records existed. The database
never collides; the sequence is shared by every session and user, so any
concurrent create took the guessed numbers and the references pointed at
someone else's records.
- create_records (new MCP tool) and start_planning(body=, steps=) create
their records in ONE transaction: insert, flush for the real ids, rewrite
{{ref:N}} / {{ref:milestone}} placeholders as #id "title", commit. No
prediction, no waiting, no stub records left behind when a batch fails.
Ids need not be consecutive and nothing depends on it.
- Every MCP create/update of a note, task or milestone refuses a #N sitting
just above the highest assigned id (within 50): that can only be a guess.
Refusal, not warning. Numbers far above the max (PRs, forge issues) pass.
- notes.build_note splits validation out of create_note so the batch
validates records exactly as a single create does.
- writing-plans and using-scribe say to pass steps up front and never write
an unassigned id; plugin version minted.
Integration test runs six concurrent batches and checks each resolves its
placeholders to its own records, and that a failing batch writes nothing.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
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9c5ab1d6ad |
fix(394): subscription is the scope — areas narrow only where an author asked
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I got this wrong in
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4eebe271ed |
fix(rules): restore system_ids and clear the imports the deletions orphaned (#394)
Three defects from the sweep, all caught by ruff. system_ids was REMOVED FROM create_rule AND create_project_rule — a real API regression, not a lint nit. The parameter shared a signature line with tier, so deleting the tier deleted it too, and the tools lost the ability to tag a new rule to an area. Areas are what let a rule reach a project after this milestone, so the one parameter that decides reach went missing from the two tools that create reachable rules. The other two are imports left holding nothing: services/rulebooks.py's module-level datetime and its IntegrityError were used only by functions this milestone deleted, and plugin_context lost four (select, async_session, RulebookTopic, rulebooks_svc) with the preload and _topic_titles. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_011cPyzNnegXHr5iRMzzy5KJ |
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0e10f6bb8a |
feat(rules)!: retire the always-on tier — every rule arrives by retrieval (#394)
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Milestone 394, steps 5-8. Operator: "remove the always on rule functionality as the goal was to not have it at all since it didn't seem to work as expected." Unconditional preload had three failures the retrieval arms do not. It could not be MEASURED — a resident rule is in the context whether or not it mattered, so nothing distinguished "this governed the act" from "this was scenery", and it was the one surface structurally exempt from the scoreboard judging every other. It was SUMMARISED AWAY by compaction while the session went on believing it held the rules. And it CROWDED OUT the few rules that applied with the thirty that did not. WHAT GOES Schema (0100): rules.tier + ck_rules_tier, rule_versions.tier, rulebooks.always_on, and project_rulebook_exclusions — a table recording a project's opt-out of something that no longer binds it unasked. Tools: list_always_on_rules, exclude_always_on_rulebook, include_always_on_rulebook. Service: the same three plus rules_etag_for, _valid_tier and the whole etag family. The SessionStart preload and the write-path staleness arm go with them: nothing is resident, so nothing can have drifted since a session loaded it. THREE CALLS WORTH REVIEWING enter_project got NARROWER, not wider. Its filter was `always_on OR area-tagged`; dropping the tier arm leaves the deterministic half, so a project with no canonical-tagged Systems gets no bulk rules and reaches them by retrieval instead. Dropping the whole clause would have made that payload bigger than the preload this milestone deletes. Backups import tolerantly. A pre-394 archive carries tier, always_on and the retired inception choice; none is read, and the exclusion key is DROPPED rather than remapped, because restoring it would write data that validate_inception now rejects as unknown. The migration is irreversible in the way that matters and says so: downgrade recreates the columns at their defaults and cannot restore which rules were always-on. A value invented to fill a hole is not a measurement. THE INSTRUCTION SURFACES SAY THE HARDER THING Deleting "call list_always_on_rules()" is easy; replacing it is not, because the new model asks a session to trust something it cannot see. All three surfaces now say a session holds nothing, that rules arrive when work matches them, and — the half that got dangerous — that "no rule arrived" means "nothing matched", never "there is no rule". Under residency an empty session was rare and suspicious; it is now the ordinary state of most turns, so reading it as permission is wrong on nearly every turn rather than occasionally. That is #3720's defect at session scale. test_instruction_surfaces_agree is repointed rather than retired: its two halves collapsed into one instruction, and it gains a guard that every surface states what absence means. _INSTRUCTIONS is back at 1999/2000 — the inception clause paid for the longer HOW line. UI (rule 27, and the opportunity step 8 named) The tier selector is gone, and what replaces it is the point: `when_to_apply` is now the field that decides whether a rule is ever seen, so the editor marks it required, warns while it is empty, and both rule lists badge a trigger-less rule "never surfaces". A rule without one is not quiet, it is unreachable. TESTS Two files deleted outright — test_rules_etag.py and test_inception_rules.py tested subsystems that no longer exist. Elsewhere obsolete cases were removed and the rest repointed. One deserves naming: the wiring test asserted the act arms pass no `tier`, which had become an assertion that could not fail. It is repointed onto `kind`, which does still exist and where the same claim is live — a preference must reach a write exactly as a rule does. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_011cPyzNnegXHr5iRMzzy5KJ |
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18e3cf9f2f | fix(telemetry): scrub existing rows, and stop --author= being eaten (#3925) | ||
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bfa2d419f9 |
fix(telemetry): a logged query never carries a credential (#3925)
pre_tool_rule retrieves against the RAW COMMAND TEXT and write_path_rule against the code being written, so whatever was on the command line or in the buffer is what record_retrieval stored in retrieval_logs.query. A command that exported a token stored the token. Storing it was not the worst of it. near_miss_samples is the readout the threshold docs tell you to open before moving a bar, so the value came back OUT into an agent's context on the next tuning pass — which is exactly how this was found, mid-way through #3853's threshold spike. SCRUBBED ON WRITE, at _build_payload — the single seam every source reaches the column through. A read-side filter would leave the secret in the table where a backup or a debug query still reaches it, and a per-caller scrub would be three places for one to be forgotten by whoever adds the fourth arm. REDACTED VISIBLY. `[redacted:<kind>]` rather than a silent deletion: a reader who cannot tell a scrubbed query from a short one is being lied to by the readout itself. DELIBERATELY CONSERVATIVE — vendor-prefixed credentials, values assigned to secret-NAMED variables, auth headers, PEM blocks. Things that are secrets by construction. Entropy heuristics and long-opaque-string detection start eating real queries, and a query is evidence: missing an exotic secret costs one redaction nobody made, while eating a query costs the ability to tune the bar at all. The guard pins BOTH directions, and the second half is the one that matters. A scrubber that eats evidence fails silently — it keeps looking like it works while turning the one instrument for tuning a threshold into unreadable stubs, which is the #2663 shape in a new place. So nine REAL queries from this install's near-miss samples must survive byte for byte. If a future pattern touches one, the pattern is too greedy. Verified against the real shapes before commit: six credential formats redacted (fabricated values), nine real queries unchanged, and the payload seam confirmed to store "export API_TOKEN=[redacted:assigned] && git push". This does NOT scrub rows already written. Purging those is separate. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_011cPyzNnegXHr5iRMzzy5KJ |
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c149ef31a3 | wip(394): steps 6+7 — backend path and instruction surfaces | ||
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690ca0306e |
feat(rules): the command arm gets its own bar, measured (#3853)
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One threshold served both act arms. The telemetry says they are not the same problem: write_path_rule 2,325 calls, speaks on 37%, near-miss p50 0.6989 pre_tool_rule 11,768 calls, speaks on 2%, near-miss p50 0.6794 The second is not quiet, it is mute — 11,530 of 11,768 calls said nothing, with near-miss p90 at 0.7097 against a 0.72 bar. Refused mass piled one hundredth under the line is what a bar set too high leaves behind, and the note arms are the control: auto_inject refuses at p90 0.5463, write_path at 0.6738, both far below theirs. The cause is query shape, not corpus. A write-path query is a code payload, long and rich — the case 0.72 was calibrated on. A pre-tool query is a shell command, often under a dozen words: less text, less signal, lower scores for the same relevance. MEASURED. Eight replayed queries against the post-#3855 corpus, consequential acts against innocuous ones: 0.7571 git push origin dev consequential 0.7245 cd ...; git fetch; git add -A consequential 0.7193 git pull --rebase origin dev consequential 0.6850 docker compose up -d consequential ------------------------------------- 0.68 0.6735 wc -l src/*.py && date innocuous 0.6544 grep -rn useState src/ innocuous 0.6099 sed -n '120,160p' package.json innocuous 0.6056 ls -la && cat README.md innocuous At 0.72 three of four consequential acts retrieved nothing, including `git pull --rebase origin dev`, where rules 153, 1 and 2 all ranked correctly between 0.7126 and 0.7193 and were all refused. The separation is 0.0115 wide. That is a direction, not a settled number, and the comment says so — near_miss_samples on a few days of post-#3855 traffic is what settles it. This also corrects an assumption the old comment stated: it argued 0.68 sat "below where this corpus's noise sits", inferring a higher floor from the corpus being homogeneous. Measured, the command arm's noise ceiling is 0.6735, so 0.68 clears it barely rather than sitting under it. Lowering is safer now than it would have been. Until #3851 this arm had one slot, so the bar was the only noise control; the band now filters downstream, so the bar's job shrank and the bar can. write_path_rule is unchanged — healthy at 0.72 on its own evidence. Guards: the two bars parse independently, garbage falls back to its OWN default rather than to the sibling's (which would silently re-merge them), the command default stays below the write-path default as a direction check, and each arm both SEARCHES and REPORTS at its own bar. That last one is a failure the single-bar code could not have had: retrieval_logs.threshold is what near-miss analysis is read against, so an arm searching at one number and logging another misreports the refusal and invites moving the bar that was already right. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_011cPyzNnegXHr5iRMzzy5KJ |
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40189147d2 |
fix(rules): a shortened rule line must not decide what it says about holding (#3851)
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CI run 6485 was red. Six failures, three causes, and only one of them was a stale test. THE REAL DEFECT. The compact branch dropped the `seen` TAIL along with the trigger, so a rule the session had already been told rendered exactly like one it had not. #3750's whole argument is that those are different claims — a repeat is rendered precisely because the session may no longer HOLD what it was told — and the tail is the entire difference a reader can act on. test_a_rule_the_session_already_holds_is_referenced_not_re_offered caught it within one commit, which is that guard working as intended. Fixed by keeping the tail and dropping only the trigger, which is both the cheaper and the safer cut: a trigger runs 300-400 characters after #3855, a tail about 100. Re-measured on the real renderer — top-full-plus-references is ~299 tokens against ~568 for five full lines, so about 2x the old single line rather than the 1.4x claimed before, for four more rules and no lost information. The comments carrying the old figure are corrected rather than left to read as a decision nobody made. THE FIXTURE THAT STRADDLED THE BAND. `_THREE_HITS` spanned 0.81-0.74 against a 0.05 band, so the act arms dropped its lowest hit and four cases of test_both_recorders_report_the_same_rules_for_one_call failed reporting a count mismatch — under a message blaming the exclusion filter. A guard pointing confidently at the wrong subsystem costs more than no guard, because it is believed. Scores retightened to 0.81/0.80/0.79 and the precondition is now asserted by a named test, so a future band change is told where the problem is instead of through four confusing failures. THE STALE CONSTANT GUARD. test_the_rule_arm_asks_for_one_rule_not_two pinned RULEHINT_LIMIT == 1 — a real decision, correctly guarded, for a world with a resident set. Rewritten to pin what replaced it, as relationships rather than values (rule 115): the arm can return several, and rules are narrowed HARDER than the notes menu because they measured flatter, not sharper. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_011cPyzNnegXHr5iRMzzy5KJ |
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10343a6019 |
feat(rules): an act surfaces a banded SET of rules, quieter after the first (#3851)
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RULEHINT_LIMIT was 1. That was correct while retrieval SUPPLEMENTED a 33-rule resident set — one salient rule beside everything already loaded. Milestone 394 removes residency, and then this arm is the whole delivery: `git push origin dev` is governed by rules 1, 2, 9 and 140 simultaneously, and each alone permits the mistake the others catch. A cap plus a band, not a bigger cap. The old argument's real content is that a fixed k invents lines — it fills slots whether or not anything deserves them. A band keeps only what scored close to the top, so one clearly relevant rule still shows one and four competing rules show four. The corpus decides; the cap is a ceiling on the worst case, not the usual answer. MEASURED, AND IT CORRECTED THE PREDICTION. The expectation was that rules would rank sharply, since rule_document() shapes them like snippets and note 2485 measured snippets separating their top hit by 0.153 against 0.010-0.023 for every other kind. Three probes against real act queries say otherwise: `git push origin dev` top 0.757, gap 0.022 `docker compose up -d` top 0.685, gap 0.016 a bare-owner-filter query top 0.656, gap 0.020 Dev-log territory, not snippet territory — rules arrive as a packed block, so shaping alone did not buy separation. The band is therefore narrow: at 0.10 (the notes menu's value) every one of the top eight on the push probe falls inside, including a CI-registry rule and another project's branch policy. 0.05 admits about three ranks. COST, MEASURED RATHER THAN ASSUMED. The old comment claimed a line costs ~40 tokens. It is ~143 once the trigger is rendered, and #3855 roughly tripled trigger lengths, so five full lines are ~646 tokens before EVERY Bash call. Hence rank decides volume: the top hit keeps the full rendering, later hits are cited (~198 tokens total, 1.4x the old single line, for four more rules). The old paragraph's instinct — a fourth voice at full volume is where a reader stops reading — is answered by making later lines quieter rather than by refusing to have them. Band before dedup, deliberately. The band is a statement about scores; letting the ledger reorder it would make "you were told this already" change what counts as relevant. Same axis independence the renderer already keeps between `kind` and `seen`, and `rule_ids` stays fresh-only (#3752) so #3668's identity between logged results and surfacing rows survives. `suppressed` now covers both causes and says so. Both act arms take the same band: their score distributions are the same shape, and only the query differs. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_011cPyzNnegXHr5iRMzzy5KJ |
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8e06cdf749 |
feat(rules): the trigger contract is shown as a worked contrast, and pinned (#3855)
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8c9f947f09 |
feat(rules): the update surfaces teach the trigger shape, not just the create ones (#3855)
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A trigger is two-thirds of a rule's embedded document, so one naming a
CATEGORY rather than a moment collapses the record toward its title and it
never arrives. #3835 measured that across 113 rules; #3855 hit it again on
the eight preferences, where six named a category and two did not.
The split was not carelessness, it was an uneven contract. create_rule has
carried the full argument since
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