171 Commits

Author	SHA1	Message	Date
bvandeusen	3ffdbbc521	fix(acl): align MCP writes with the share model — editor edits, viewer doesn't ... Option B, per the operator. Closes the last inconsistency from the ACL work. The agent path had drifted into an indefensible position: delete_snippet honoured editor shares (I made it share-aware so widening the read wouldn't let a VIEWER trash things) while update_snippet still resolved through the owner-only notes.get_note. So through an agent you could destroy a colleague's snippet but not improve it — and the refusal claimed "not found" for a record you could plainly open. Now update_snippet, merge_snippets and update_process all resolve the read scope and then require can_write_note, matching the REST routes and the sharing UI's own promise that viewer / editor / admin are distinct grants. A viewer grant is refused with the actual reason ("shared with you read-only — ask its owner for edit access, or record your own version"), because not-found would send an agent hunting for a missing id instead of recording its own copy. Authorised writes are performed as the OWNER, since the underlying note update is owner-scoped and a shared editor's own id would match nothing. Merge additionally requires each source to share the TARGET'S owner and to be writable by the caller — merging trashes the source, so read access isn't enough, and cross-owner merge stays out of scope (#231). Sources failing either test are skipped rather than half-merged. A record the caller cannot read at all still returns not-found rather than forbidden, so the error can't be used to confirm that an id exists. Also fixed _fake_snippet's missing user_id proactively — the same auto-MagicMock-reads-as-foreign trap that broke CI twice (see note 2109). Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01RLwAaV4DQEmVyn496HnEvt	2026-07-26 00:04:48 -04:00
bvandeusen	e9cd3435ad	test(acl): give search/inject fixtures real owner ids; fail soft on name lookup ... Run 2892: 3 pre-existing tests broke, 392 passed. Same shape as the last breakage — a DB-touching call landed in a path unit tests exercise, and their fixtures had auto-MagicMock user_id attributes that compare as "someone else's", sending the code off to look up a username. Fixed the fixtures rather than the assertion: _fake_note in the search tests and _note in the plugin-context tests now take a real user_id defaulting to the caller those tests bind. That makes "is this shared?" meaningful in both files instead of accidental, which is what the new provenance behaviour actually needs from them. Separately, and not as cover for the above: owner_names_for now fails soft. A lookup error yields no names and callers render "another user". The part that matters — that the record is NOT the caller's — comes from comparing owner ids, not from this query, so losing an attribution is cosmetic where failing the whole search would not be. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01RLwAaV4DQEmVyn496HnEvt	2026-07-25 23:10:12 -04:00
bvandeusen	ef1dbdfc86	feat(acl): unify the retrieval scopes; mark shared rows in Knowledge browse ... Closes #2092 and the Knowledge-browse provenance gap. The two halves of a hybrid search disagreed: the keyword half honoured shares while the semantic half was pinned to NoteEmbedding.user_id, so a shared record was findable by wording and invisible by meaning — the case a semantic search exists to serve. semantic_search_notes now scopes on Note via a `scope` parameter, and each of its five callers declares which kind of act it is: mcp/tools/search.py read the agent asked routes/search.py read the user typed it knowledge.py (semantic) read matches the keyword half beside it plugin_context.py browse nobody asked; never a one-to-one share dedup.py own a verdict that blocks a write must not hinge on another person's notes That last one is the reason this isn't a single global widening: the dedup gate returns "update the existing one instead", so matching a stranger's record would refuse a legitimate create and point at something the caller can't edit. Scope defaults to "own" so a caller that forgets is wrong in the safe direction, and an unknown scope raises rather than falling back — a typo there would be a data-exposure bug. Auto-inject keeps the browse scope, which still admits a collaborator's note via a shared project. Its menu line is the only provenance an agent sees, so a foreign hit now reads: #12 "Title" (0.71) - shared by alex, treat as a suggestion. MCP and REST search results carry shared/owner too. Knowledge browse: the feed hydrates cards from /api/knowledge/batch rather than the list route, so both paths label rows now, and KnowledgeView shows "by <owner>" on records the viewer doesn't own. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01RLwAaV4DQEmVyn496HnEvt	2026-07-25 23:06:52 -04:00
bvandeusen	8b069cc93f	fix(acl): make the visibility predicates pure builders; repair CI ... Run 2888 failed with 7 tests down, both causes mine. The real problem was a design flaw, not the tests: readable_notes_clause and browsable_notes_clause each opened their own DB session to fetch the caller's group ids. That made them unmockable at the call site, so every unrelated service test suddenly had to know they existed and stub them — four modules broke the moment a service started calling one, and one of my own stubs patched the wrong name (readable_* where the code had moved to browsable_*). Fixed at the root: group membership is now a SUBQUERY rather than a fetched list, so both clauses are synchronous pure functions with no session. One fewer round-trip per query, membership folded into the statement the caller was already running, and nothing for callers' tests to mock. The "no groups means no group arm" special case disappears too — an empty subquery simply matches nothing. Also: _fake_note in the process tool tests had no real user_id, so its auto-MagicMock attribute reached session.get(User, ...) through the new provenance check and SQLAlchemy rejected it. The fixture now takes a real user_id defaulting to the bound caller, which makes "is this shared?" meaningful, and gains a case asserting another user's process comes back flagged. Test assertions on compiled SQL are deliberately loose about formatting: the local env has no SQLAlchemy (rule #10), so they check that the arms exist rather than guessing at exact rendering. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01RLwAaV4DQEmVyn496HnEvt	2026-07-25 22:48:01 -04:00
bvandeusen	04b58ce01e	feat(acl): shared records are search-only and always labelled as someone else's ... Narrows the b7d6fc7 widening per the operator's call, and fixes a regression it introduced. Decision recorded as note 2094. Two scopes now, deliberately different: readable_notes_clause — everything the ACL permits, including records reached only via a direct/group note share. For EXPLICIT acts: a search the caller typed, a fetch by id. browsable_notes_clause — the caller's own records plus anything in a project they can reach. For PASSIVE surfaces: browse lists, facet counts, the process->skill manifest. The split is a trust boundary. Anything appearing unasked — in your own list, your own counts, or as a skill installed on your machine — reads as material you endorsed. A one-off someone shared with you hasn't earned that standing, so it waits until you go looking. This also dissolves the shared-Process problem by construction rather than by special case: the manifest is a passive surface, so a directly-shared Process is never installed as an auto-surfacing skill. Regression fix (#2093): b7d6fc7 widened the list queries but left the fetch path owner-only, so on the MCP path a record could be listed and then not opened — get_snippet raised not-found, get_process couldn't resolve, and the manifest emitted stubs whose get_process call would fail. snippets.get_snippet and notes.resolve_process now resolve the read scope. delete_snippet gained an explicit can_write_note guard, since being able to SEE a shared snippet must not imply being able to bin it. Provenance, so nothing arrives looking like the operator's own work: - access.describe_provenance / label_shared_items add shared/owner/permission; labelling costs no query when everything is the caller's own. - MCP: get_snippet, list_snippets, get_process and list_processes carry it, and get_process now says outright NOT to follow a shared process verbatim — its follow-as-written contract was the sharpest instance of the problem. - The skill stub for a shared Process names its author and asks for a go-ahead, instead of describing it as "the operator's saved Scribe process". - Policy stated once in the MCP _INSTRUCTIONS and the reusing-code skill: a shared record is that person's suggestion, weigh it, attribute it, ask before adopting it. - UI: shared snippets show "by <owner>" in the list and a notice above the code in the detail view, reusing SharedWithMeView's vocabulary. Plugin 0.1.15 -> 0.1.16 (skill text changed). Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01RLwAaV4DQEmVyn496HnEvt	2026-07-25 22:43:00 -04:00
bvandeusen	b7d6fc7e5d	fix(acl): make shared records findable, not just openable (#2079) ... Option A of the #2079 fork, per the operator's call: widen the scope in query_knowledge for every caller rather than special-casing the snippet path. Until now the list/search queries filtered on Note.user_id alone, while get_note_permission resolved shares properly. The result: a record shared with you could be OPENED by id but never FOUND — invisible in Knowledge browse, in snippet and process lists, and in the facet counts beside them. - services/access.py gains readable_notes_clause(user_id): the same resolution get_note_permission does per row (ownership, direct share, group share, inherited project share), expressed as set membership so a list query can use it in one statement instead of O(n) permission round-trips. - services/knowledge.py routes every query through it — query_knowledge, the keyword half of the hybrid search, query_knowledge_ids, get_knowledge_by_ids, get_knowledge_tags and get_knowledge_counts. The facets follow the list, or a tag visible in the list would filter it down to nothing. - list items now carry user_id, since these lists can be mixed-ownership and the client has no other way to mark what isn't yours. Reaches four surfaces: the Snippets list (the original report), Knowledge browse, list_processes, and the plugin's process manifest — so a Process shared with you now also syncs as a local skill stub, which is the point of sharing one. NOT widened: semantic_search_notes, which scopes by NoteEmbedding.user_id and also backs auto-inject and the search MCP tool. Widening it would put another user's content into your agent context automatically — a product decision, not a bug fix. Consequence until that call is made, marked at the call site: a shared record is findable by wording but not by meaning. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01RLwAaV4DQEmVyn496HnEvt	2026-07-25 19:19:18 -04:00
bvandeusen	b33e2a79c6	fix(snippets): close the recall-surface gaps found reviewing the Drafter ... Four defects from the 2026-07-25 review of the recall (#227) and merge (#231) milestones. The theme: a snippet could be recorded but not fully corrected, and the agent and web surfaces had drifted apart. - #2076 language was mis-derived from the first caller tag, so a snippet created with tags and no language read that tag back as its language — corrupting the tag set and the code fence on the next update. Only the FIRST tag can carry the language, since compose_tags emits [language, "snippet", *caller]. - #2077 MCP update_snippet mapped "" to "unchanged", so no field could ever be cleared and no snippet detached from its project. Now an omitted field is left alone, an empty string clears, and project_id follows the -1 = detach convention. A service-level UNSET sentinel keeps None available as the clear. - #2078 surface parity: adds delete_snippet (MCP had none, so a wrong snippet could not be retired by the agent that recorded it), locations on MCP create and update, system_ids through the REST routes and the editor, and the near-duplicate gate on REST create with a "record it anyway" escape. - #2079 project scoping: list_snippets takes project_id through the service, the MCP tool and the REST route, defaulting to every project — reaching across projects is the point when the helper you need was written elsewhere. Sharing the list across owners is deliberately NOT in here: query_knowledge is shared with the Knowledge browse surface, so widening it changes behaviour well beyond snippets. Left open on #2079 for a scope decision. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01RLwAaV4DQEmVyn496HnEvt	2026-07-25 19:00:05 -04:00
bvandeusen	85625de394	feat(scribe): merge_snippets — unify found one-off snippets into one canonical ... Step 2 of the snippet-merge milestone (#231). The dedup gate only PREVENTS new near-duplicates; merge is the CURE for the ones already scattered. - services/snippets.py: merge_snippets(user_id, target_id, source_ids) — keep the target's scalar fields (name/when_to_use/signature/language/ code), union the sources' locations + extra tags onto it (so the survivor carries every call site as a location), trash the sources (recoverable), re-embed the survivor. Pure merge_snippet_fields() factored out for unit testing. Returns (survivor_note, merged_ids). - mcp/tools/snippets.py: merge_snippets(target_id, source_ids) tool (5th), and a create_snippet dedup-path nudge toward merge over a forced copy. - routes/snippets.py: POST /api/snippets/<id>/merge {source_ids} — share- aware (can_write target + every source, rule #78) with a same-owner guard (cross-owner merge is out of scope). - plugin reusing-code skill + MCP _INSTRUCTIONS: point found-duplicates at merge as the cure (rule #119 surfaces, not a Scribe rule). plugin.json 0.1.13 -> 0.1.14 in the same change (the #1040 marketplace-ship lesson). - Tests: pure merge-helper union/dedup; MCP tool (requires a source, survivor+merged_ids, not-found); route handler + 5-tool registration. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Pa2EsuB54BuWQ8GfJq9c7t	2026-07-25 17:11:47 -04:00
bvandeusen	eb400a521b	feat(scribe): multi-location snippet body convention (backward compatible) ... Step 1 of the snippet-merge milestone (#231). A snippet that unifies N found one-offs carries N locations (one per call site), so `location` becomes a list. Ships on the body-convention — no migration, swappable to the deferred `data` JSONB later (as #227 decision 5 anticipated). - compose_body: renders `**Location:**` for a single location, a `**Locations:**` bullet list for several. Accepts a `locations` list; the single repo/path/symbol params remain as a one-location shorthand (create path + existing callers/tests unchanged). - parse_snippet_fields: reads BOTH the new `**Locations:**` list block AND the legacy single `**Location:**` line (tolerant, never raises); returns a `locations` list and mirrors the first into repo/path/symbol for back-compat (rule #33). - update_snippet: gains a `locations` param — replaces the whole set; else a legacy single triple overlays onto the first location; else kept. - Tests: multi-location round-trip, singular-vs-plural label, legacy single-line parse, normalize dedup/empty. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Pa2EsuB54BuWQ8GfJq9c7t	2026-07-25 17:07:09 -04:00
bvandeusen	d257c0fd67	feat(scribe): snippet management UI + REST routes; embed snippets on create ... Step 6 of the Drafter recall milestone (#227): a human-facing surface for the reusable-code snippets that agents record via MCP, plus the REST API behind it. Backend embeds snippets inline on create/update so they're recallable immediately, not only after a restart. Backend: - routes/snippets.py: GET/POST /api/snippets, GET/PATCH/DELETE /api/snippets/<id>. Share-aware per rule #78 (get_note_for_user + can_write_note), writes performed as the owner; list owner-scoped — mirrors routes/notes.py. Registered in app.py. - services/snippets.py: embed on create/update via a _embed_snippet fire-and-forget helper, covering BOTH the MCP tool and the REST route by construction. A snippet's value is immediate recall, so it can't wait for the startup-only backfill (see issue: MCP create path doesn't embed inline for notes/tasks generally). - tests/test_routes_snippets.py: structural registration + handler/service contract + PATCH-field ↔ update_snippet-kwarg parity (rule #33). Frontend (Vue 3 + TS): - api/snippets.ts: typed client, modeled on api/systems.ts. - views: SnippetListView (search, skeleton/empty/error states), SnippetDetailView (read + copy-to-clipboard, ConfirmDialog delete), SnippetEditorView (create/edit all fields, Ctrl/Cmd+S, Esc, autofocus, validation). v1 quality per rules #24/#27. - router: /snippets, /snippets/new, /snippets/:id, /snippets/:id/edit. - NoteType union widened to include 'snippet'; Snippets nav link added to AppHeader (desktop pill bar + mobile menu). - Design system: Moss --color-action-primary for action buttons, accent --color-primary reserved for tags/brand (Hybrid rule); focus rings; JetBrains Mono for code/name/signature/location. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Pa2EsuB54BuWQ8GfJq9c7t	2026-07-25 14:16:02 -04:00
bvandeusen	1942913366	feat(scribe): add snippet recall — note_type='snippet' service + MCP tools ... Record reusable functions/components once so they surface via the existing semantic search + title-first auto-inject, instead of re-solving as one-offs. A snippet is a Note with note_type='snippet' (no schema change): note_type is free-text, and semantic_search_notes never filters by type, so snippets join the recall/auto-inject pool the moment they're embedded. Structured fields (name/language/signature/location/when_to_use/code) are stored via a body convention — title = "name — when to use" (what auto-inject surfaces), language + "snippet" as tags, templated markdown body — keeping storage swappable later without changing the tool/UI contract. - services/snippets.py: compose/parse helpers + create/get/list/update wrappers over notes_svc (dedup + System association reused). - mcp/tools/snippets.py: list_snippets / create_snippet / get_snippet / update_snippet, registered in tools/__init__.py. - unit tests for the serialize/parse round-trip and the MCP tool surface. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Pa2EsuB54BuWQ8GfJq9c7t	2026-07-25 11:00:33 -04:00
bvandeusen	dd60244429	test(trash): update model-count assertions after Event removal ... restore() / purge_expired() now iterate 6 soft-deletable models (Note, Project, Milestone, Rulebook, RulebookTopic, Rule) — Event was removed with the calendar surface. Adjust the two count-coupled assertions (execute.await_count 7→6; the rowcount list drops a zero so the sum stays 4). Caught by CI run #2580. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01BPtbSzA4JLMAKgFZ8VTg7Q	2026-07-19 13:32:30 -04:00
bvandeusen	b49efdcb11	refactor(scribe): retire calendar/events + person/place/list entities (backend) ... Narrow Scribe to a Claude-Code work system-of-record (milestone #194, decision note #1759). Wholesale removal per rule #22 — backend + schema half. Calendar/events + CalDAV: delete models/event, services/{events,caldav, caldav_sync}, routes/events, mcp/tools/events; strip event branches from backup (bump v3->v4), dashboard (upcoming_events), trash, recent, and the mcp server read-only allowlist + instructions. Typed entities (person/place/list): delete mcp/tools/entities; drop the notes.metadata (entity_meta) column from model/service/routes and the knowledge browse service. note_type STAYS — it also marks 'process' notes. Scheduler: event_scheduler -> recurrence_scheduler, keeping only the recurring-task spawn job (drops event reminders + CalDAV sync). Schema: migration 0069 drops the events table + notes.metadata column + orphan caldav settings rows (faithful downgrade recreates them). KEEP: recurrence.py (task recurrence), notifications task reminders, graph view, and every work surface. Frontend + plugin/docs true-up follow next. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01BPtbSzA4JLMAKgFZ8VTg7Q	2026-07-19 13:29:14 -04:00
bvandeusen	8126db3203	feat(plugin): knowledge auto-inject (Path A) — title-first per-turn awareness ... New UserPromptSubmit hook (scribe_autoinject.sh) + GET /api/plugin/retrieve that surface the TITLES (never bodies) of the few notes clearing four anti-bloat gates: a per-user confidence threshold (stricter than pull search), a margin gate, per-session dedup (exclude_ids), and a top-k ceiling. Each retrieval is logged to retrieval_logs as source=auto_inject so the threshold can be tuned from data. Per-user config (enable / threshold / top-k) is DB-backed via /api/settings with a Settings UI card; defaults enabled, threshold 0.55, top-k 3 (conservative — tune once auto_inject telemetry accrues). Scribe: project 2, milestone 93, task 1033. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Xz4j1H7pjYSjKsEpgcNH5E	2026-06-22 20:31:07 -04:00
bvandeusen	807f478cac	feat(search): retrieval telemetry — log every semantic retrieval ... Add retrieval_logs (migration 0068) + services/retrieval_telemetry with a fire-and-forget record_retrieval(), wired into the MCP search tool (source=mcp_search) and the REST search route (source=rest_search). Captures query, effective params, and the per-result score distribution so KB-injection thresholds can be tuned from data rather than guessed. Scribe: project 2, milestone 93, task 1032. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Xz4j1H7pjYSjKsEpgcNH5E	2026-06-22 20:10:15 -04:00
bvandeusen	513019786e	feat(search): pgvector substrate — vector(384) + HNSW for semantic search ... Move semantic_search_notes off the full-table Python cosine scan onto a native pgvector column: indexed ORDER BY embedding <=> :q LIMIT k (HNSW, cosine). Migration 0067 enables the extension, converts the JSONB embedding column to vector(384) (stale-dim rows dropped and regenerated by the startup backfill), and builds the HNSW cosine index. Postgres image moves postgres:16-alpine -> pgvector/pgvector:pg17 across prod, quickstart, and CI. Scribe: project 2, milestone 93, task 1031. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Xz4j1H7pjYSjKsEpgcNH5E	2026-06-22 20:10:15 -04:00
bvandeusen	4f31890bde	test(ci): dispose engine between integration tests (per-loop pool) ... First integration run proved the lane works (run_maintenance test passed against real Postgres), but the health test failed with 'Future attached to a different loop': pytest-asyncio uses a fresh loop per test while the app's module-level engine pools a connection from the prior test's loop. Dispose the engine in each test's teardown so the next test starts with an empty pool on its own loop. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>	2026-06-14 19:24:09 -04:00
bvandeusen	2ad2e943f3	test(ci): add Postgres integration lane + real run_maintenance guard ... The unit suite can't catch sync/async API mismatches against SQLAlchemy (an un-awaited execution_options passed green CI but failed at runtime: VACUUM 0/6). Add a real-Postgres integration lane modelled on the family pattern (rules 6/79-82): a new CI 'integration' job with a postgres:16 service, bridge-IP discovery, busybox-safe readiness wait, and 'alembic upgrade head', running pytest -m integration. Non-gating, like the unit lane. - tests/test_integration_db_maintenance.py: runs run_maintenance() and get_table_health() against real Postgres; asserts all allowlisted tables vacuum OK (the await regression makes this fail) and health reports real stats. - pyproject: register the 'integration' marker. - conftest: integration-marked tests use the real DATABASE_URL, not the stub. - ci.yml: unit 'test' job now runs -m 'not integration'. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>	2026-06-14 19:19:18 -04:00
bvandeusen	e6c89f6b88	fix(db): await AsyncConnection.execution_options in run_maintenance ... execution_options() is a coroutine on AsyncConnection and must be awaited; the un-awaited call returned a coroutine, so exec_driver_sql() blew up with AttributeError and every table's VACUUM was skipped (Run-now reported 0/6). A prior change had wrongly dropped the await. Fix it and make the test mock execution_options async so this call shape is actually exercised. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>	2026-06-14 18:31:30 -04:00
bvandeusen	96079d5b77	feat(db): table-health readout — per-table bloat metrics in admin card ... You can't decide what to maintain without seeing what's bloating. Adds a read-only health panel driven by Postgres' own statistics views. - services/db_maintenance.py: get_table_health() queries pg_stat_user_tables + pg_total_relation_size + pg_database_size — per-table size, live/dead tuples, dead-tuple ratio (the bloat signal), and last (auto)vacuum/(auto)analyze. - routes/admin.py: admin-only GET /api/admin/db-maintenance/health. - SettingsView.vue: 'Table health' table in the maintenance card, all tables sorted by dead tuples, rows >=20% dead-ratio flagged; total DB size shown; refreshes after a Run-now so the dead-tuple drop is visible. - Tests: health row/size shaping + null-timestamp passthrough; route + service surface. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>	2026-06-14 17:53:24 -04:00
bvandeusen	c4553d937c	feat(db): scheduled DB maintenance — daily targeted VACUUM (ANALYZE) ... Adds a daily off-hours VACUUM (ANALYZE) over the high-churn tables the retention/purge sweeps churn (app_logs, notifications, token tables, notes, note_versions), on top of Postgres autovacuum, to reclaim bloat left by the nightly bulk DELETEs and keep planner stats fresh. - services/db_maintenance.py: run_maintenance() over a closed table allowlist via an AUTOCOMMIT connection (VACUUM can't run in a txn); per-table summary persisted as the db_maintenance_last_run admin setting. - services/db_maintenance_scheduler.py: BackgroundScheduler cron (default 04:00 UTC, after the 03:30 trash purge); enabled-gate checked at fire time; live reschedule on hour change. Wired into app.py start/stop. - routes/admin.py: admin-only GET/PUT /api/admin/db-maintenance + POST /run. - settings.py: set_admin_setting() (write-side of get_admin_setting) for out-of-request writes. - SettingsView.vue: admin 'Database maintenance' card — enable toggle, run-hour (UTC), Run-now, last-run summary. - Tests: allowlist is closed, VACUUM issued per table, one failure doesn't abort the rest, summary persisted; route/scheduler/service surface. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>	2026-06-14 16:42:04 -04:00
bvandeusen	dd1fc2d506	feat(mcp): extend dedup gate to create_rule / create_project_rule ... Completes the Phase 5 follow-up: rules now get the same update-over-create gate. Title-based only (rules aren't a semantic-retrieval/RAG surface), scoped to the same topic (rulebook rule) or same project (project rule). force=true overrides; fail-open like the note/task gate. Deferred-item decisions (operator): REST/web gating SKIPPED (kept MCP-only — humans rarely double-create and a hard block needs UI affordance); orphan scope kept orphan↔orphan (no change). So this rule gate is the only remaining build. - services/dedup.py: find_duplicate_rule(title, topic_id|project_id). - create_rule + create_project_rule: force param + gate. - tests: rule title match, scope-required guard, tool gate (block + force). Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>	2026-06-14 13:43:17 -04:00
bvandeusen	322cbc3b5e	feat(mcp): Phase 5 — write-time near-duplicate gate (update-over-create) ... #755 Phase 5. create_note / create_task now BLOCK a near-duplicate instead of silently inserting: they return {"duplicate": true, "existing_id", message} pointing at the record to UPDATE. Fights store bloat and stale competing copies that semantic search (RAG) would otherwise resurface for reconciliation. A force=true override creates anyway for genuinely-distinct records. - services/dedup.py: find_duplicate_note — two signals, scoped to owner + same project + same kind: (1) normalized-title exact match (cheap, always); (2) semantic cosine ≥ 0.90 but ONLY when body ≥ 200 chars (short/title-only embeddings false-positive — the pre-pivot lesson). Project-less (orphan) records compare only to other orphans on BOTH signals (orphan_only on the semantic call) — they're not matched across every project. - Gate wired into the MCP create_note/create_task tools (the LLM write path) with force override; _INSTRUCTIONS documents the duplicate response + force. - Opt-in by design: the service helper is only called from the interactive create tools. Internal/programmatic creates (recurrence spawn, imports) go straight through services.create_note and are NOT gated — a recurring task spawning its next same-titled instance must not be blocked. - Scope v1: MCP tools only. REST/web (human CRUD, needs a UI affordance) and create_rule (not a RAG surface; _INSTRUCTIONS already steer it) are follow-ups. - tests: dedup service (title/semantic/body-gate/type-filter) + tool gate (blocks, force bypasses) for notes and tasks. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>	2026-06-14 13:21:35 -04:00
bvandeusen	33f9a0a4d4	feat(plugin): Phase 4 — Scribe Processes auto-surface as local skills ... #755 Phase 4. Saved Scribe Processes (DRY pass, Drift Audit, …) now surface as auto-triggered Claude Code skills instead of pull-only get_process calls. Design correction vs the plan: stubs live in the USER's ~/.claude/skills/, NOT plugin/skills/_instance/. The plugin is git-cloned and identical per install, so instance-specific generated files can't ride in it; personal skills are live-detected within the session (verified via claude-code-guide). MCP prompts were the alternative but are pull-only (no relevance auto-surface), so skills are the right primitive. - backend: GET /api/plugin/processes manifest (services/plugin_context. build_process_manifest) — {name, slug, description} per Process; description is the auto-surface trigger (title + preview); slugs deduped, blanks skipped. - plugin: scribe_sync_processes.sh writes ~/.claude/skills/scribe-proc-<slug>/ SKILL.md (body = "call get_process(name), follow verbatim") and PRUNES stale scribe-proc-* stubs. Fail-open + silent; a transient fetch failure never wipes existing stubs. Runs as a 2nd SessionStart hook + via the /scribe:sync command. - plugin.json 0.1.7 → 0.1.8; README updated. - tests: build_process_manifest (render, slug dedupe, blank-title skip, preview truncation). Sync script's write+prune validated in isolation (plugin/** is not CI-covered): correct stubs created, stale pruned, unrelated skills untouched. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>	2026-06-14 13:00:32 -04:00
bvandeusen	e8d6de287b	test: fix obsolete create_task kind=plan passthrough test ... test_create_task_passes_kind asserted create_task forwards kind=plan; the hard-retire guard now rejects that. Exercise passthrough with kind=issue instead. (Service-level create_note still accepts task_kind=plan by design — the guard lives at the user-facing tool/route layer, not the primitive.) Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>	2026-06-14 12:34:30 -04:00
bvandeusen	f7742173aa	chore(plans): make kind=plan retirement consistent across MCP, REST, UI, skills ... Audit of the plugin + MCP surface after milestone-as-plan (T3): every path that could still create a kind=plan task or describe the old plan-task model is now aligned with the hard-retire decision. - create_task (MCP + REST POST /api/tasks): reject kind=plan with a message pointing to start_planning. The 'plan' enum value stays valid so legacy plan-tasks remain readable; update paths never touch kind, so they round-trip. - create_task / get_task docstrings: 'plan' dropped from creatable kinds; get_task's rules-augmentation noted as legacy-only (get_milestone for new plans). - skills/writing-plans: rewritten for milestone-as-plan (body = design, steps = child tasks, get_milestone to read back). - skills/using-scribe: "plans live in milestones via start_planning", not kind=plan. - TaskEditorView Kind selector: offers Work/Issue; "Plan (legacy)" shown only when the loaded task is already kind=plan (display round-trip). - test: create_task rejects kind=plan. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>	2026-06-14 12:31:51 -04:00
bvandeusen	1f6c592226	feat(plans): milestone-as-plan-container; retire kind=plan (T3) ... The milestone becomes the plan container: a new nullable milestones.body holds the design/intent (Goal/Approach/Verification) and individual steps live as first-class child tasks (milestone_id) instead of checkboxes crammed into one kind=plan task body. start_planning now creates a MILESTONE seeded with the body template (not a kind=plan task) and returns it with applicable rules; a new get_milestone MCP tool reads the plan back (body + steps + rules). kind=plan is hard-retired going forward — start_planning never creates one. The 'plan' task_kind enum value stays valid so the 11 historical plan-tasks remain readable in place; no body-shredding backfill (corpus review showed auto-splitting their checklists into tasks would be lossy: embedded code blocks, a non-binary [~] state, tables, ID-encoded hierarchy). - migration 0066: add milestones.body - model/service/route/MCP: body passthrough on create+update; get_milestone - server _INSTRUCTIONS: "plan" = milestone w/ body + child step-tasks - UI: ProjectView shows/edits a milestone's plan body; start_planning expands the new milestone and opens its plan editor - tests updated to the milestone contract + new body/get_milestone coverage Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>	2026-06-14 12:22:22 -04:00
bvandeusen	79040fe5db	feat(issues): S4b backend — REST task issue fields + dashboard open-issues ... Closes the REST gap S4b's UI needs (S2 only extended MCP tools): - routes/tasks.py: create/update accept system_ids (set-semantics) + arose_from_id; GET/create/update return the task's associated systems. kind=issue already flowed via task_kind. Associations set via services/systems (ACL-checked; can_write_note already gated). - services/dashboard.py: _open_issues section (owner-scoped, ranked like other task lists, capped) added to build_dashboard. Dashboard test updated for the new key. Refs plan 825 (S4b, backend half). Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>	2026-06-14 10:42:24 -04:00
bvandeusen	4f22646c88	feat(issues): S3 REST routes — systems CRUD + project open-issues ... Third slice of Issues + Systems (spec #825). routes/systems.py (nested /api/projects/<id>/...): GET/POST systems (list adds per-system open_issue_count via one grouped query), GET/PATCH/DELETE a system (GET returns records split into issues/tasks/notes), GET .../systems/<id>/records (kind/open_only filters), GET .../issues (project's open issues for the project view + dashboard roll-up). login_required; project access via get_project_for_user; writes gated by can_write_project (clean 403); system.project_id verified to match the path. Blueprint registered in app.py. services/systems.py: + open_issue_counts_by_system (one grouped query) and list_issues (project issues, open by default). Tests: structural (blueprint registered + in app, handlers callable, service contracts take user_id) — matches the house route-test pattern. Refs plan 825 (S3). Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>	2026-06-13 23:14:54 -04:00
bvandeusen	85e0501705	feat(issues): S2 MCP tools — system CRUD + issue/system wiring ... Second slice of Issues + Systems (spec #825). New mcp/tools/systems.py: create_system, list_systems, get_system (records split into issues/tasks/notes), update_system (incl. archive via status), list_system_records (kind/open_only filters), delete_system. Registered in register_all; read tools (get_system, list_systems, list_system_records) added to the read-only-key allowlist (write tools default-deny). create_task/update_task: kind now accepts 'issue'; new system_ids (set-semantics associations) and arose_from_id (provenance, 0=unchanged/-1=clear) args. create_note/update_note: new system_ids arg (notes associate with systems too). services/notes.create_note: arose_from_id passthrough (update_note already handles it via setattr). Tests: MCP system tools + create_task issue-wiring (kind/provenance/systems), service layer mocked. Refs plan 825 (S2). Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>	2026-06-13 23:07:37 -04:00
bvandeusen	b91c447b0b	feat(issues): S1 schema — issue task_kind, System entity, associations ... First slice of the Issues + Systems feature (spec #825, plan #819 T2). Schema (migration 0065): - task_kind CHECK expands work|plan -> work|plan|issue (same-change, rule 36) - notes.arose_from_id: optional self-FK for issue->originating-task provenance (distinct from parent_id sub-task hierarchy) - systems: per-project, self-describing (name + description) subsystem/area - record_systems: M2M join linking any note/task/issue to systems (mutable) Models: System + RecordSystem; note.py gains arose_from_id (+ index, to_dict). Service services/systems.py: CRUD, archive, soft-delete, set/list associations, records-for-system, open-issue count — all gated via services/access.py project permissions (rule 78, no bare-owner filters). Unit tests lock the ACL gating; the migration is exercised by CI's integration lane (alembic upgrade head). is_task stays a derived property (status is not None) — unchanged. T1 (typing- axis rationalization) intentionally NOT bundled; this only adds the enum value. Refs plan 825 (S1). Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>	2026-06-13 22:53:51 -04:00
bvandeusen	8fe571e175	feat(plugin): resolve session project from git remote, not a pinned project_id ... The SessionStart hook asked for a project_id via plugin userConfig, which pins one install to a single project — wrong for an operator working across many repos/projects. Resolve the active project server-side from the working repo's git remote instead (a stable identifier, not a dir-name guess). - repo_bindings table (migration 0064) + RepoBinding model: (user, repo_key) -> project, FKs CASCADE. - services/repo_bindings: normalize_repo_key collapses ssh/https/scp/creds/port/ .git to host/owner/repo; resolve/set/list/delete. - GET /api/plugin/context takes ?repo=<remote>; unbound repo -> a "bind this repo" hint with a ready bind_repo() call. project_id kept as manual override. - MCP tools: bind_repo / list_repo_bindings / unbind_repo. - Hook sends ?repo=$(git remote get-url origin) URL-encoded; all project_id handling removed. plugin.json drops the project_id userConfig (0.1.2 -> 0.1.3). - Tests: normalize equivalence classes + unbound-hint rendering. Refs task 755 (Scribe-as-plugin push channel). Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>	2026-06-10 01:33:58 -04:00
bvandeusen	d6c8470ab2	feat(backup): v3 backup covers rulebooks, rules, events + join tables ... The v2 backup silently dropped the entire rulebook system (rulebooks, topics, rules), the project subscription/suppression join tables, and events — so a 'full' backup wasn't. v3 adds all of them with FK re-mapping on restore, and a _not_included field that names the still-deferred tables (ACL groups/shares, api_keys, embeddings, transient/operational) so the gap is explicit, not silent. restore_full_backup routes v2 and v3 through one path; v3-only sections are guarded by data.get so a v2 payload still restores cleanly. Tests: version/coverage constants, pure join-table row helpers, and the export contract via a mocked session (CI has no DB; full round-trip is a manual check). Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>	2026-06-09 23:52:14 -04:00
bvandeusen	3ab16fcbdb	feat(plugin): add /api/plugin/context push-channel endpoint + dogfood hook ... Phase 1 of plan #755 (Scribe-as-plugin). Gives Scribe its own session-start push channel so always-on rules + active-project context surface without being asked — the gap behind 'I have to prompt for everything'. - services/plugin_context.build_session_context: renders always-on rule titles grouped by topic (under the 10k additionalContext cap; full text stays one list_always_on_rules/get_rule call away) + optional project goal/open-task count + a recall/update-over-create reflex line. Capped at 9000 chars. - routes/plugin GET /api/plugin/context (login_required already accepts Bearer fmcp_ keys; read scope suffices). - tests: titles-not-statements, project scoping, length cap (pure mocks). - scripts/scribe_session_context.sh: dogfood SessionStart hook, fail-open, reads url+token from .mcp.json. Superseded in Phase 2 by the plugin-bundled hook using userConfig. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>	2026-06-09 22:43:08 -04:00
bvandeusen	70ab3f38c6	chore: remove pre-pivot dead code + finish Scribe rebrand (#599 t1-3) ... - Header wordmark Fabled -> Scribe; fable:calendar-changed event -> scribe:calendar-changed; SettingsView CSS comment. - Drop dead Project.auto_summary + summary_updated_at columns (migration 0063) -- the Ollama-era summarizer is gone; model + 2 frontend types + projects test updated. - Remove pivot vestiges: diagnostics _curator_busy()/curator_busy heartbeat field, tz BRIEFING_DAY_START_HOUR/user_briefing_date dead aliases, the ignored 'model' param on get_embedding (+ its test). ruff src/ clean; CI is the gate. Part of scribe plan #599. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>	2026-06-03 16:16:44 -04:00
bvandeusen	b255a0f90e	refactor: rename package fabledassistant -> scribe (code-only) ... Renames src/fabledassistant -> src/scribe and all imports, plus the default DB name and DB user/password (fabled -> scribe) in config + compose. 952 refs / 154 files. Reverses the old 'internal name stays fabledassistant' convention. Code-only: live databases are still physically named 'fabledassistant'. Deployed environments must set POSTGRES_DB / POSTGRES_USER (or rename the DB) since the defaults now resolve to 'scribe'. Repo (FabledScribe), git host (fabledsword), MCP (fabled-git) and the image name (fabledscribe) are intentionally unchanged. ruff check src/ clean locally; CI (typecheck + pytest) is the gate. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>	2026-06-03 15:48:35 -04:00
bvandeusen	82d6812c7f	feat(mcp): milestone_id=-1 clears a task's milestone (update_task) ... Optional FKs on update_task previously had no way to express 'remove' — 0 meant leave-unchanged and any positive int meant set, so a milestone (or project) could only be cleared via the web UI. Now -1 clears the FK (NULL); clearing project_id also clears milestone_id since a milestone can't outlive its project. update_note already NULLs on None, so the change is confined to the tool wrapper. Closes scribe task #586. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>	2026-06-03 10:59:47 -04:00
bvandeusen	7ef7d10b24	feat(dashboard): GET /api/dashboard endpoint ... Task 2 of #583. Minimal login-gated blueprint returning build_dashboard(uid); registered in the app factory. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>	2026-06-02 23:22:08 -04:00
bvandeusen	6a3619555d	feat(dashboard): aggregation service build_dashboard ... Task 1 of #583. build_dashboard(user_id) assembles the /dashboard payload: most-recently-active projects (ranked by max child updated_at) each broken into active milestones -> open tasks (in_progress->priority->recency, capped 5), recently-completed (7d/8), upcoming events (7d), week stats. Owner-scoped, trashed excluded; each section isolated via _safe so one failure doesn't blank the page. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>	2026-06-02 23:21:23 -04:00
bvandeusen	fb1ae915e4	feat(processes): expose process as a knowledge type ... Task 4 of #582. Add 'process' to the knowledge route _VALID_TYPES and to the get_knowledge_counts facet + total. query_knowledge/_apply_type_filter already handle arbitrary note_type, so listing by type=process works unchanged. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>	2026-06-02 22:29:08 -04:00
bvandeusen	7b5a75989a	feat(processes): MCP create/list/get/update_process tools ... Task 2 of #582. New mcp/tools/processes.py mirrors entities.py — tools wrap notes_svc directly. get_process is the fire mechanism (returns the full prompt via resolve_process; surfaces other_matches on an ambiguous name). Registered in register_all. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>	2026-06-02 22:27:41 -04:00
bvandeusen	1babe59843	feat(processes): add resolve_process name/id resolver ... Task 1 of the Stored Processes plan (#582). resolve_process(user_id, name_or_id) resolves a note_type=process note owner-scoped + non-trashed, precedence numeric id -> exact case-insensitive title -> substring; returns (note, other_candidates) so an ambiguous fuzzy match can be disambiguated. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>	2026-06-02 22:26:29 -04:00
bvandeusen	4a220db513	test(mcp): import resolve_bearer at module level ... CI fix for aef5009: test_resolve_bearer_none_for_invalid referenced resolve_bearer but the import lived inside an earlier test only. Hoist it to the module import. Production code unaffected (1 failed / 284 passed). Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>	2026-06-02 19:12:14 -04:00
bvandeusen	aef5009fc2	fix(contract-drift): MCP read-only scope, shared-note writes, event TZ ... Drift-audit Group 5 (high-severity contract drift): - MCP read-only keys could call every write tool: the Bearer resolver discarded api_key.scope and dispatch had no gate. Add resolve_bearer() (returns user_id + scope) and a scope gate in the /mcp ASGI wrapper that buffers the JSON-RPC body and rejects tools/call for any tool outside a read all-list when scope=='read' (default-deny for unknown/new tools). - Shared project notes/tasks panel was empty for non-owners: get_project_notes_route now queries notes/milestones with the project OWNER's uid (mirrors the already-fixed milestones route). - Shared editors couldn't save/delete shared NOTES (tasks worked): the three notes write routes now resolve via get_note_for_user, gate on can_write_note, and write as the owner — matching the tasks routes. - Event timezone drift: naive datetimes from the MCP date+time split are now localized to the user's tz at a single canonical service point (create_event /update_event), so MCP- and UI-created events agree. tz-aware inputs (REST/CalDAV) pass through untouched. - create_note validates status/priority (TaskStatus/TaskPriority), closing the MCP create_task path that let out-of-enum values persist (no DB CHECK). Tests cover resolve_bearer scope + the write-tool classifier. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>	2026-06-02 19:02:19 -04:00
bvandeusen	5fe0fd126d	fix(soft-delete): filter trashed rows across read/write paths ... Drift-audit Group 3 (soft-delete lifecycle gaps). Trashed rows were leaking into reads and being mutated/resurrected by writes: - update SELECTs now exclude trashed rows: update_milestone, update_project, update_event, and get_milestone_in_project (the latter backs all four milestone routes). Mutating a trashed row silently persisted and reappeared on restore. - MCP get_recent (notes/projects/events) and list_tags now filter deleted_at IS NULL, so trashed items stop surfacing in the agent's bootstrap context and tag counts. - convert_task_to_note clears recurrence_rule + recurrence_next_spawn_at so a demoted note can't spawn children via the (now-live) sweep. - caldav pull skips locally-trashed events (by caldav_uid) instead of resurrecting them via update or creating a duplicate live copy. - trash _cascade now stamps the FULL sub-task subtree (iterative descent), not just direct children, so deeply nested sub-tasks restore as one batch. Test updated for the new descent query. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>	2026-06-02 18:51:40 -04:00
bvandeusen	e70fe545cc	fix(trash): owner-scope all trash ops — close cross-tenant IDOR/disclosure ... Drift-audit Group 1 (authz/IDOR). Multi-user is live, so these were exploitable ACL bypasses: - trash.py: add _owner_clause() and apply it to _exists_alive, restore, purge, list_trash, and purge_expired. A batch_id is a bearer token; without an owner predicate a leaked/guessed id let one tenant read (list_trash), restore, or PERMANENTLY purge another's content. Topics and rules carried no owner check at all (_OWNER mapped them to None) — ownership now derives through the parent rulebook (or owning project, for project-scoped rules). - purge_expired is now per-user; trash_scheduler iterates every user and applies that user's own trash_retention_days window, instead of applying user 1's window to everyone (early data loss for other users). - rulebooks subscribe/unsubscribe_project now assert project ownership, matching the suppression endpoints. - topic/rule DELETE routes return 404 when nothing owned was removed. Regression test locks in that every model — including topics/rules — gets a real owner clause. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>	2026-06-02 18:44:32 -04:00
bvandeusen	7861607fb8	feat(rules): project rule + topic suppressions ... Lets a project mute individual rules or whole topics from rulebooks it subscribes to, without unsubscribing the rulebook. Two new association tables (migration 0060), 4 MCP tools (suppress/unsuppress × rule/topic), 4 REST endpoints, and an inline "× skip" affordance plus collapsed "Suppressed (N)" section in the project's Rules tab. get_applicable_rules now emits suppressed_rules and suppressed_topics (detail objects with rulebook/topic context, not just IDs) so the UI can render the suppressed list without a follow-up lookup. The main rules projection grew topic_id and rulebook_id columns for the per-row suppress affordance. Project deletion cascades the suppression rows via hard DELETE — they are pure associations with no soft-delete column, and restoring a deleted project should start fresh, not inherit stale mutes. Project-scoped rules (Rule.project_id) are deliberately not suppressible — delete them with delete_rule instead. Implements plan-task #187. Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>	2026-06-01 02:26:20 -04:00
bvandeusen	c5469214e3	feat(rules): enter_project handshake (S4) ... New enter_project(project_id) MCP tool composes get_project + get_applicable_rules + get_project_milestone_summary + recent open-tasks + recent notes into one round-trip, intended to be called at session start (or whenever the active project changes) so Claude has the full project context loaded before it starts mutating. _INSTRUCTIONS now points Claude at enter_project for project-scoped work, alongside the existing list_always_on_rules instruction. No schema change; pure composition over existing services. Closes the four-slice rules-consolidation plan (Scribe task #508): S1+S2 (always_on flag + Scribe-first prompt, 658348f), S3 (project- scoped rules, 43a860c), and now S4. Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>	2026-06-01 01:14:37 -04:00
bvandeusen	43a860c3ac	feat(rules): project-scoped rules (S3) ... Rules can now belong to either a rulebook topic OR a single project, enforced by a CHECK constraint (exactly-one of topic_id/project_id). Adds the create_project_rule MCP tool + REST endpoint, surfaces project-scoped rules in get_project/get_task/start_planning under a new project_rules field, and adds a project Rules tab section with an inline create form so the operator can author project rules from the UI without rulebook ceremony. - migration 0059: rules.project_id (FK projects ON DELETE CASCADE), topic_id now nullable, CHECK ck_rule_topic_xor_project, index on project_id - model: Rule gains project_id; to_dict exposes it - service: create_project_rule with project-ownership guard; list_rules with project_id filter UNIONs subscription-derived + project-scoped; get_applicable_rules adds a project_rules field; get_rule / update_rule / delete_rule fetch via a shared _fetch_owned_rule that handles both rulebook and project ownership paths - trash: project delete cascades to project-scoped rules - MCP: create_project_rule tool registered; _INSTRUCTIONS mentions both create_rule and create_project_rule paths - REST: POST /api/projects/<id>/rules (statement required, title derived if omitted) - frontend: Rule type gains nullable topic_id + project_id; createProjectRule client; ProjectRulesTab.vue gains a "Project rules" section with inline create form and per-rule expand/delete - tests: register count → 18; create_project_rule unit tests (required fields, title derivation, explicit-title pass-through); applicable_rules shape tests now include project_rules; trash cascade test updated to expect 5 executions S1+S2 (always_on flag + Scribe-first prompt) shipped in 658348f. S4 (enter_project handshake) follows. Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>	2026-06-01 01:10:18 -04:00
bvandeusen	658348f208	feat(rules): always_on rulebook flag + Scribe-first prompt ... Adds rulebooks.always_on (migration 0058) and a new list_always_on_rules MCP tool so a session-start eager pull can fetch standing rules without needing an active-project notion. Updates _INSTRUCTIONS so Claude calls the new tool at session start and codifies engineering rules in Scribe rather than CLAUDE.md / auto-memory. Seeds FabledSword family rulebook to always_on=true on migrate, matching its design role as the cross-project standards rulebook. Frontend: badge in RulebookListPane for always-on rulebooks; toggle in RulebookDetailPane header bound to a new toggleAlwaysOn store action. This is S1+S2 of the rules-consolidation plan (Scribe task #508). S3 (project-scoped rules) and S4 (enter_project handshake) follow. Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>	2026-06-01 00:56:08 -04:00