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bvandeusenandClaude Opus 5 44e0b0541f feat(rules): rules retrieve against the operator's message (#3852)
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The third rule arm, and the one the other two cannot reach. `write_path_rule`
is keyed on code, `pre_tool_rule` on a command — both things the session is
about to DO. A rule that governs what to SAY has no such trigger: extract
intent from loose phrasing, raise a conflict before acting, hand off an
action with its reason, end a finding with an offer all bind on a RESPONSE,
and no tool call precedes one.

The operator's message is the only query that exists before a response is
composed. That hook searched notes alone, so no rule had ever been retrieved
against a thing the operator actually said — and residency was the only
surface those rules had, which is what milestone 394 removes.

A SEPARATE FUNCTION, not a branch in build_autoinject_hint, because of its
early returns. That arm bails when auto-inject is disabled, when the query is
blank, when nothing clears the note bar — every one a statement about NOTES.
Folded in, an operator who turned the awareness menu off would silently lose
their rules, a coupling with no symptom since both look like a quiet hook.
Two functions, two sets of gates, composed in the route. Guarded as "the rule
arm never asks the notes arm's config", which is the structural fact.

Joins _ARMS rather than getting its own test file. #3497's history is that
the pre-tool arm inherited a defect from its sibling by being MODELLED on it
instead of sharing with it, and a third arm modelled on two is two chances to
repeat that. Repeat rendering, fresh-only counting, log-before-bailout, the
kind register and the two-recorders identity are properties of every arm or
of none.

The bar is INHERITED and says so. 0.72 was tuned against code and commands;
prose is a different query shape against the same documents, and triggers are
written in the vocabulary of the moment — which for most rules is act
vocabulary. Starting at the only number with evidence behind it and logging
every call from the first deploy is what makes it settleable; guessing lower
would put an unmeasured bar in front of a corpus that binds.

k=3, anchored on this hook's own budget rather than the act arms'.
RULEHINT_LIMIT is 1 because that arm fires before every Bash call; this one
fires once per turn, beside a notes menu already spending three slots. And a
prompt genuinely contains more than one act — "merge to main and then start
on X" is two — where a command is one thing.

`prompt_rule` added to RANKED_SOURCES: a ranker picked it, and a ranked
source missing from that tuple is silently counted as bulk delivery and drops
out of the pull-through denominator.

The hook reads and writes the SHARED rule ledger under scribe-priorart, not a
private one — one session keeps one list, aged (#3751), so a rule named here
is not re-announced before the next Bash call.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_011cPyzNnegXHr5iRMzzy5KJ
2026-09-11 07:56:19 -04:00
bvandeusenandClaude Opus 5 89d16d89a9 feat(rules): a preference updates without asking, and says what taught it (#3849 step 2)
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The write path, and the step where a preference stops being a relabelled
rule. `create_preference` / `update_preference` on the MCP surface, plus
`kind` on update_rule and both HTTP doors.

SEPARATE TOOLS, NOT A `kind=` ARGUMENT. create_rule's docstring IS the
approval gate (#3557): propose, offer three answers, wait. That is right for
a rule — the person it binds should have agreed. A preference inverts it, and
one reached through create_rule would be read through that prose, so the
caller would hesitate over exactly the act this kind exists to make routine.
Two doors, two contracts, one table. Reads stay shared: a preference IS a
rule row, and "what governs this" wants both.

Two required fields, each buying something:

- `when_to_apply`, because the trigger is two-thirds of the embedded
  document. Without one the record is written, stored, and silently never
  delivered — indistinguishable from one nobody wrote.
- `arose_from_id`, the price of the ungated write. A corpus that drifts with
  no record of what taught each change cannot be audited, and the operator's
  veto over drift is worth exactly as much as their ability to read why it
  happened.

The near-duplicate gate is what lets this corpus be written freely and stay
small: the second preference about a thing updates the first. It is
title-scoped and kind-blind, so it also catches a preference restating a rule
that already binds.

The asymmetry is guarded as two PRESENCE facts — the rule door still asks,
the preference door still says write it — never as an absence. An absence
check passes against a docstring that was deleted or rewritten into something
else, which is snippet #3352's warning and would read as coverage here while
proving nothing.

`_plain_detail` moved to tests/helpers on its second copy, per that module's
own reason for existing (#2825).

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_011cPyzNnegXHr5iRMzzy5KJ
2026-09-10 21:59:23 -04:00
bvandeusenandClaude Opus 5 d5ac8408f6 feat(telemetry): record WHAT the bar turned away, not only how close it came (#3807)
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#3670 added `best_available_score` so a threshold could be judged from its
rejections. It records how CLOSE the bar came to firing and not WHAT it
refused, and that is the half a decision actually needs.

Live, pre_tool_rule sits at a ~0.72 bar with a near-miss p90 of 0.7071 —
about 117 declines a day within 0.013 of firing. Dropping to 0.707 would
take that arm from 22 hits a day to roughly 139: six-fold, on a surface
that runs before every Bash call. The percentile says the mass is there.
Nothing said whether it was worth showing.

NEITHER OBVIOUS INSTRUMENT ANSWERS IT. Pull-through cannot: the injected
rule line already carries title and trigger, so a session can comply
without ever calling get_rule, and rule pull-through understates
usefulness by construction. Reading the rejected records can — and
`result_ids` holds only what was RETURNED, so on a zero-result call the
near-missed record had no name at all.

So the id, from the SAME ranked candidate as the score. Both searches
unpack `best` once and read both fields off it, because splitting that
into two expressions is exactly how a later edit pairs a score with its
neighbour's id — and a score attached to the wrong record is worse than no
id, since it invites judging the wrong one and concluding the bar is fine.

write_path withholds the id on the same condition it withholds the score
(#3739): a surviving id beside a null score names a record without saying
what it scored, the pair disagreeing in the other direction.

THE READ PATH IS A LISTING, NOT A STATISTIC — an id cannot be percentiled,
and a reader tuning a bar needs to go and read the records. Opt-in via
`near_miss_samples` (0-20, default 0) so the ordinary readout keeps its
size, and deliberately NOT a window function: this module's one production
outage was a grouped query Postgres rejected, swallowed by the broad
except, every counter reading zero while the mocked tests passed (#2663).
One flat ordered query, overfetched, bucketed in Python — the shape that
lesson prescribes.

Migration 0097, nullable and unbackfilled. Not a foreign key: the table
spans record types and `source` says which, exactly as result_ids works.

The integration guard pins the listing as PER SOURCE. A global LIMIT would
let a noisy source eat the whole quota and leave the surface being tuned
showing nothing — which reads as "nothing was close", the misreading this
milestone has spent itself correcting.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_011cPyzNnegXHr5iRMzzy5KJ
2026-09-09 21:24:32 -04:00
bvandeusenandClaude Opus 5 623464323e fix(telemetry): a search that never ran is not a decline (#3765)
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`best_available_score` was added by #3670 so a bar could be judged from
what it rejected, and it arrived null on four unrelated causes: the corpus
offered nothing, the query was empty, the embedder was down, or the
DATABASE QUERY FAILED. Only the first is a measurement. The fourth is the
#2663 shape — a swallowed failure rendering as a clean zero — inside the
field added to fix an instance of the #2663 shape.

Found while trying to explain why reuse_slot returned nothing on 45 of 45
calls, and auto_inject on 153 of 161. That investigation is still open;
what it established first is that the readout could not answer it.

THE FIX IS NOT A NEW COLUMN. A call that never searched writes no row, so
every remaining null means one thing: searched, and nothing came close.
That is the convention the pre-tool arm already follows for a blank
command — "a row here would report a call that never happened and drag the
clear-rate down with phantom declines" — extended from the case a caller
can see in advance to the ones only the search knows about.

Both searches stamp `report["searched"]` FALSE before anything can return
and True only where a real result set exists, so every early return leaves
it false. It has to be the first thing done to the dict: a return added
above that line would leave the key absent.

ABSENT IS A THIRD STATE AND IT DEFAULTS TO TRUE. A caller that passes no
report cannot know, and the safe reading there is the old behaviour. Only
a real search can report False, so absent means "nobody asked" and never
"it failed" — which is also why 66 existing mocked searches across twelve
test files keep working unchanged rather than being rewritten to simulate
a flag they do not care about.

A FAILURE IS NOT MADE INVISIBLE. semantic_search_notes already logs a
WARNING on a query failure, which is where a broken search belongs: a
counter cannot say "I am broken" without a reader already trusting it.

Three tests, and the middle one is what makes them discriminate — a
blanket `return` passes the first and fails the second, because a call
that searched and came back empty is the only evidence a threshold is too
high (#3497).

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_011cPyzNnegXHr5iRMzzy5KJ
2026-09-09 12:47:46 -04:00
bvandeusenandClaude Opus 5 e7c1af32a0 fix(telemetry): the bar can only be judged from what it rejected (#3670)
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`cleared_threshold` was documented as the number to read first. It was a
tautology. The search applies the threshold before returning, so every
returned result cleared it by construction and a call with no results has
no top_score to compare — the condition was true exactly when
`result_count > 0`. It was `calls - zero_result_calls` under a name that
promised a second opinion, and `zero + cleared == calls` held on all
nineteen source/window readings ever taken, today's live seven included.

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

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

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

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

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

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

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_011cPyzNnegXHr5iRMzzy5KJ
2026-09-08 13:50:05 -04:00
bvandeusenandClaude Opus 5 2ee24b9d2b feat(rules): rules before tools — a PreToolUse arm keyed on the action (#3476)
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The only just-in-time rule surface was registered on `Write|Edit` and queried
with `code or path`, so a rule could be retrieved at the moment of a code
write and nowhere else. Every rule about which tool to reach for — don't curl
the forge, don't stand up a stack, don't run the suite locally, don't branch —
was unreachable exactly when it mattered, and residency in the always-on
preload was the only surface it had. That is the pressure that grew the
resident set to 31 against #3089's ceiling of ~23; it was never a judgment
anybody made.

A reflex generates no query, so an instruction to check the rules cannot catch
one. A mechanical trigger can: the tool call IS the query, and a reflex has to
become a tool call before it can do anything.

`build_tool_rule_hint` is deliberately tool-agnostic — a name and a string —
so widening the matcher later is a hooks.json edit with no server change. The
hook starts on Bash, which is where the action reflexes live.

The two pre-tool arms share ONE session ledger of already-named rules
(`<state>/<sid>.rules.ids`). Two ledgers would mean a rule named by one arm
gets re-offered by the other, and the hint that fires most often is exactly
the one that must not repeat itself. A test asserts both scripts build the
same path, and another checks the shell hook and the Python route agree on
every query-arg name (rule 33) — a rename there fails silently, looking like
a surface that never finds anything rather than a broken one.

Deliberately silent on outage, unlike the prior-art hook: a write is
occasional, a Bash call is not, and an outage line before every command is
what gets a channel muted.

`tier="conditional"` matches the write arm and is the transition point — an
always-on rule is already resident, so re-tier one and it starts arriving here
instead of in every session's preamble. `pre_tool_rule` joins RANKED_SOURCES:
this arm chose what it showed, so a pull can settle whether the choice landed.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_011cPyzNnegXHr5iRMzzy5KJ
2026-09-02 23:31:22 -04:00
bvandeusenandClaude Opus 5 6627cfc2f0 feat(rules): a usage badge on the rule list, and the badge becomes canon instead of a second copy (#3319)
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Milestone 333 step 5, and rule 27 — the counter had a tuning point from step
4 and no operator-facing one until now.

The task said to reuse the snippet badge's classes rather than mint a parallel
set, citing the eight duplicated CSS families the ledger already carries
(#3207). `.usage-tag` lived in SnippetListView's SCOPED block, so "reuse" was
not available: copying it into the rule pane would have been the ninth family,
and importing it is not a thing a scoped block permits. So it was promoted
rather than copied.

Three pieces, each of which existed once and now exists once:

- `components.css` gains `.usage-tag` / `.usage-dead`, geometry and colour
  only, with the scoped original deleted rather than left behind.
- `UsageBadge.vue` holds the logic the two lists would otherwise duplicate —
  the >=3 dead-weight threshold, the empty-string-renders-nothing rule, the
  tooltip.
- `types/usage.ts` holds `RecordUsage`, one client type over two tables.
  `SnippetUsage` becomes an alias, so no existing consumer changes.

THE ADVICE IS A PROP, and that is the substance rather than the plumbing. The
counts read identically for every kind; the remedy does not. A snippet offered
and never opened should probably be rewritten or deleted — one action. A rule
in the same position has TWO possible causes and the operator has to pick:
its trigger may fire on the wrong work, in which case `when_to_apply` wants
rewording, or it may genuinely not be wanted. Baking "delete it" into the
component would give the wrong nudge half the time on the surface where being
wrong is most expensive, since a deleted rule stops binding behaviour.

The route zero-fills every row through `usage_for_rules`, one aggregate per
page — per-row would be N+1 by construction. That matters more here than for
snippets: every rule on every existing install predates `rule_usage_events`,
so the zero-filled shape IS the common case for a while, and a route that
attached the key only where it found events would leave the badge reading
undefined on almost every row.

`usage_for_rules` had no test at all — step 1 covered the write path and the
zero shape and left the aggregate uncovered, which only became load-bearing
when a list started rendering it. It now has an integration test over real
Postgres, including that a rule with no events comes back zero-filled rather
than absent.

Recorded as snippet #3460, per the design system's own instruction that the
component layer lives as snippets rather than as prose.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01TcCs1CcQ1ormdnzSshKqvN
2026-09-02 18:37:55 -04:00
bvandeusenandClaude Opus 5 8f7f447fda feat(telemetry): the rule arm records what it showed, and get_rule records the read (#3316)
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Milestone 333 step 2. Step 1 built the table; a counter nobody calls reads zero
and looks exactly like a surface nobody uses, which is #2663's shape.

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

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

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

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

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

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

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01TcCs1CcQ1ormdnzSshKqvN
2026-09-02 17:15:03 -04:00
bvandeusenandClaude Opus 5 69ce7afc45 fix(ci): /api/version reported the channel where the build belongs (rule 149)
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CI set BUILD_VERSION to the CHANNEL — literally "dev", "main", or the tag —
so a running instance answered "which build are you?" with the name of a
branch: {"version":"main"}. The cost was concrete rather than theoretical.
During #3244's live acceptance a deploy was behaving as though it held older
code, and the one endpoint whose job is to settle that could not.

Rule 149's three values, now three fields:

  version  the NAME, YYYY.MM.DD.HHMM from COMMIT time — "is this the same
           code?", so two lanes carrying one commit report one string
  build    the ORDERING KEY, minutes since 2020-01-01 from BUILD time —
           "may this be installed over that?", and the only value anything
           may compare
  channel  its own field. Never a suffix, never a segment of the name

Plus `commit`, so the artifact's claim about itself can be checked against
the :<sha> it was published under (rule 145) — which is exactly the question
that could not be answered tonight.

THE TWO CLOCKS ARE DELIBERATE and look like an inconsistency. The name comes
from the commit so two lanes building one source agree; the key comes from
the build so it cannot go backwards when an older commit is rebuilt. A test
pins both derivations against being "tidied" into one.

ABSENT RATHER THAN EMPTY when unknown. A local build has no ordering key and
no channel; emitting "" or a placeholder would let it claim a position in an
update order it is not part of. A malformed key is dropped rather than passed
through — a reader that cannot order is correct, one that orders on garbage
is not. The key is an int, because a string ordering key is how a comparison
silently becomes lexicographic ("9" > "10").

The payload builder is extracted from the route so it can be tested as a
dict rather than through app startup and a request context.

Tests pin the SHAPE the lanes emit, not the values, including the midnight
leading-zero case rule 149 names specifically — and assert CI never stamps a
branch name as the version again.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-31 00:45:22 -04:00
bvandeusenandClaude Opus 5 5c9bb40777 feat(rules): a session is told when its rules move under it (#3244, milestone 323 step 5)
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The rules payload carries a marker; the write-path hook hands it back; the
server says which rules moved. Nothing is said when nothing moved.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-29 23:46:15 -04:00
bvandeusen 1ec44071d2 feat(ui): a note's check is editable, dated and sweepable (#3167, milestone 317 step 4)
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Rule 27: no UI, no ship. Three surfaces.

THE EDITOR ASKS, but only where the answer can be saved: the fields appear
for a plain note and not for a task or a snippet, matching the service gate
from step 2 so the form never offers a write the save would reject. The
labels are phrased as the QUESTION rather than the field name — "how would
someone check this is still true?" and, underneath, "could this become false
without anyone editing it?". "Verify with" gets filled in on every note; the
question gets filled in on the few that can go stale. `expires_when` appears
only once a check exists, and asks for a state rather than a date in the
placeholder itself.

THE NOTE SHOWS ITS AGE beside the field — "checked 2026-08-28" or "never
checked", italic, and nothing at all when no check exists. No red/amber ramp,
matching RuleSweepPane: a colour scale would restate the sweep's ordering and
force an invented staleness threshold. "Never" is marked because it is
categorically different from a date, not a worse one.

THE SWEEP is a pane in the Knowledge view, not beside the rules sweep —
operator's call, taken over a unified "everything due" surface and over a
second pane under /rules. Notes stay where notes live. The cost, accepted
knowingly: no single screen shows every unconfirmed record. It REPLACES the
feed rather than filtering it, because a facet answers "show me this kind"
and this answers "show me what nobody has confirmed" — a question the type
chips cannot narrow without under-reporting.

Two REST routes for it, since step 3 built only the service and the MCP door.

Along the way: NoteEditorView spelled its write payload out at three call
sites (save, create, auto-save), so every new field had to be added three
times — which is how one of them ends up not carrying it. Now one `payload()`
and one `snapshot()`.

Known and filed, not fixed: NoteSweepPane copies ~12 scoped CSS rules from
RuleSweepPane (#3207). The clean extraction needs prefixed names, because
`.age`, `.row-title`, `.lede` and `.actions` all exist scoped in other
components and an unscoped global would leak into them — which means editing
the shipped rules sweep, blind, inside a step whose acceptance is the
operator looking at a different surface.
2026-08-28 22:04:00 -04:00
bvandeusen 700ef20eb0 feat(notes): a note's check is writable through both doors, and empty means empty (#3164, milestone 317 step 2)
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The rules path's three lessons (#3096), inherited:

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

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

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

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

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

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

tests/helpers gains `drive_update_note` — the patch stack for driving
update_note, written twice before this and now once. The note-shaped fakes
gain the trio explicitly, for fake_note's own stated reason: an unset
attribute is a truthy MagicMock, and a truthy verify_with reads as a check
that is there.
2026-08-28 15:42:12 -04:00
bvandeusen f80401d58e fix(knowledge): the browse vocabulary catches up three kinds, and a snippet's mirror survives the generic door (#3128 recs 2-6)
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Spike #3128 found the storage sound and the retrieval vocabulary frozen
before `issue` shipped (0065). Five things, in the order they had to land.

**The mirror (rec 5, the data-integrity one).** `notes.data` is DERIVED from
a snippet's body, but only `update_snippet` knew that. `update_note` is a
hasattr loop with no snippet awareness, and both doors reach it — so PATCH
/api/notes/<snippet_id> {body} rewrote the body and left the mirror behind.
`snippet_fields` PREFERS the mirror, so the row went on reporting its old
repo/path/symbol to the location reverse lookup and to prior-art recall while
displaying its new body: surfaced with full authority, and wrong.
`snippets.recompose_data` rebuilds it from the body, carrying `verification`
and `provenance` (neither is in the body to parse). An explicit `data` still
wins, so every snippet-service write is untouched.

**One facet table (rec 3), before adding any facet.** The type predicate was
written three times — SQL, Python over semantic candidates, and a ternary
computing the `is_task` pre-filter — and agreed only by luck. Adding `issue`
to the SQL arm alone would have set the pre-filter to is_task=False, handed
the Python arm a candidate set with no tasks in it, and returned an empty
semantic half for the Issues facet forever with nothing red. `_FACETS` now
generates all three. The Python arm also regains the `status IS NULL` half its
SQL twin always had.

**Issue and spike become facets (rec 2).** 435 issues — 17% of every task —
were filterable nowhere on the human surface, while retired `plan` (90 rows)
had a chip of its own. `_VALID_TYPES` was a hand-kept copy and is now derived.
`plan` stays a valid facet for its legacy rows; it loses its chip.

**Snippets stop being half-present in the feed (rec 4).** All 90 were in the
All list, in no count, wearing an empty badge, and opening in the note editor.
Counts now group by task_kind — every kind for the same two round-trips, which
is why `issue` had no number — and total includes snippets, so the All chip
matches the list it labels. Snippet cards route to /snippets/:id.

**The prose that excused it (rec 6).** `snippet_fields` and the `data` column
both still said pre-0070 rows were "never backfilled". True when 0070 landed,
false since `backfill_snippet_data` shipped, and it read as licence for a
stale mirror.

Tests: the pre-filter can never exclude a row its own facet accepts (the
regression, parameterised over every facet); both dialects select exactly
their own rows; an unknown facet matches nothing; the mirror follows a body or
title write, carries the verdict, and yields to an explicit `data`.
`compiled_sql` moves to tests/helpers rather than becoming a third copy.

Write-up: note #3161.
2026-08-28 12:06:43 -04:00
bvandeusenandClaude Opus 5 69d93898d9 fix(tasks): a task's kind is correctable — the Kind select stops lying (#3129)
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`kind` was accepted at CREATE on both doors and dropped at UPDATE on both:
update_task had no such parameter, and the REST PATCH allow-list never read
the field. So a task filed under the wrong kind could never be corrected.

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

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

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

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

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

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

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-27 15:55:04 -04:00
bvandeusenandClaude Opus 5 410d616c22 feat(rules): the staleness sweep — which standing rules assert a fact nobody has confirmed (#3097, milestone 312 step 3)
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The query the last two steps were storage for. `rules_due_for_verification`
returns every rule carrying a `verify_with`, ordered by `verified_at` ASC
NULLS FIRST, each row carrying the check IN FULL — the opposite call from
rule_brief, because the reader is about to go and run it.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-27 09:28:03 -04:00
bvandeusenandClaude Opus 5 02c1e37620 feat(rules): the write path can notice a standing rule it was never given (#3031, milestone 307 step 5, hook arm)
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A conditional rule is not resident, so a session can be about to violate one it
was never handed. This arm notices: when what is being written resembles a
rule's trigger, the hint names it and says to read it before deciding it does
not apply.

A SUGGESTION, and the plan was wrong about why it could be more. It claimed the
hook "already resolves a path to an area" — it does not, and nothing in Scribe
maps a path to a System or a canonical area (build_write_path_hint resolves
paths against snippet LOCATIONS, a different index; the learned-alias idea
belongs to another project). Correction logged on the task. Rather than invent
path→area inference to make a stale claim true, the arm does what D7 already
decided and what this surface already IS: tags bind at enter_project, meaning
suggests here. The header of the hook says NEVER BLOCKS; dressing a hint up as
binding would have been the actual mistake.

CONDITIONAL RULES ONLY. An always-on rule is already in the session, so
re-offering it is noise — and noise on a hint that fires on every write is how
a hint gets ignored.

Telemetry goes to retrieval_logs, NOT note_usage_events, and that is a
correctness call rather than a preference: note_usage ids are REMAPPED on a
backup restore, so a rule id written there would come back attached to whatever
note took that number — silently corrupting the evidence the next true-up is
supposed to read. retrieval_logs is never restored and `source` already
separates surfaces. record_retrieval's `results` type widened to match what it
actually needs (an `.id`), instead of passing a Rule to something annotated Note.

The rule dedup gets its OWN state file and query parameter, like the three
channels before it — #2708's lesson was that one shared channel lets a hint of
one class silence a different class that had never been shown. Plugin version
bumped: a hook change clients cannot see did not ship (#1040).

The stub is autouse in conftest rather than added to forty-odd call sites: the
arm loads an embedding model, and every existing test that stubs the NOTES
search would otherwise pull a real model in through the one arm it had no way
to know about.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-26 16:35:36 -04:00
bvandeusenandClaude Opus 5 ffb7a0fe38 feat(rules): both doors carry the trigger, the tier, the areas and the edges (#3029, milestone 307 step 3, surfaces)
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MCP and REST both gain when_to_apply / tier / system_ids / arose_from_id on
create and update, plus relate_rules / unrelate_rules for the typed edges, and
get_rule now returns a rule's areas and relations alongside it.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-26 12:31:18 -04:00
bvandeusenandClaude Fable 5 2324c15418 feat(write-path): the derive arm — the hint names a duplicate family (no canon) or a canon elsewhere for the shapes being written; exclude_derive channel (#2900, milestone 299 step 2)
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shape_ledger.write_time_derive asks the ledger what it knows about each
named (kind, symbol): a derive-grouped family (identical body / same name
in N other files) -> "derive it now, do not add a copy"; a canonical row
at another path -> "canon #N at <path>, reuse". Judged rows at the path and
the canon own file stay silent. Rendered by _derive_line beside the
divergence line; keyed (group id / canon:<id>) on a third per-session dedup
channel in the hook (.derive.ids -> exclude_derive=).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-22 13:30:33 -04:00
bvandeusenandClaude Fable 5 00c7badc3f feat(inception): UI — New-project modal step 2, InceptionCard on the project page, Rules tab shows excluded always-on rulebooks; REST exclusion routes (#2883, milestone 297 step 5)
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- components/InceptionCard.vue: the one form, two homes — mode="create" in
  the New-project modal's second step (emits the choices; the create carries
  `inception`), mode="decide" on ProjectView for the owner of an undecided
  project (loads that project's defaults, records the decision). Always-on
  rulebooks listed checked (uncheck = exclude), others unchecked (check =
  subscribe), design system select, seed-Systems toggle (disabled once the
  project has Systems). Tokens only; modal canon (#2855); .btn-* canon.
- ProjectView: the card while undecided, one "Inheritance decided <date> via
  … · …" line after; onDecided refreshes the project.
- ProjectRulesTab: "Excluded always-on rulebooks" section with include-back.
- api/inception.ts (types, fetchInceptionDefaults, decideInception);
  api/rulebooks.ts: ApplicableRules.excluded_always_on, exclude/include
  wrappers; REST POST/DELETE /api/projects/<id>/exclusions/rulebooks/<rb>.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-21 22:09:18 -04:00
bvandeusenandClaude Fable 5 c7a58bb610 feat(inception): the doors — create_project/decide_project_inception take the decision, enter_project asks until decided, REST inception endpoints, _INSTRUCTIONS (#2882, milestone 297 step 4)
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- MCP create_project(..., exclude_always_on_rulebooks, subscribe_rulebooks,
  design_system_id (0 unstated / -1 none / n), seed_systems): any inception
  arg → inception.decide(via="mcp") after the create; none → undecided with
  an inception_hint. New decide_project_inception(project_id, …) records or
  re-records; nothing given = an inherit-all decision, stated.
- enter_project carries `inception` ONLY for the caller's own, undecided
  project: inception_ask() = the project's current defaults + what to ask the
  operator once + the exact call (the #2683 ask shape). Absent otherwise.
- REST: POST /api/projects accepts `inception` (validated before the create);
  POST /api/projects/<id>/inception decides/re-decides; GET …/inception/defaults
  is the card's payload; GET project already carries inception via to_dict.
- _INSTRUCTIONS: ORIENT names the ask; START a project names the questions —
  never create a project bare by default (product behaviour, P#119).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-21 22:06:19 -04:00
bvandeusenandClaude Fable 5 64c641ce80 refactor(routes): one supersession seam for REST and MCP; PUT/PATCH notes share a handler; shared mask/not-found/caller helpers (#2829, milestone 296 area 5)
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Reading the 28 route modules against each other and against the MCP tools:
- routes/notes.py carried a PUT and a PATCH handler that were the same
  function minus the supersedes contract on one of them — one handler now
  serves both verbs, so both carry it.
- The two _attach_supersession copies (REST + MCP) become
  supersession_svc.attach_relations(uid, note_id, data, hint=) — the seam
  the two surfaces must agree through; only the agent surface adds the
  one-sentence reading hint.
- Three local _uid() wrappers over g.user.id → scribe.auth.get_current_user_id
  like every other module; design_systems' private _not_found → routes.utils.
  not_found; the four "********" literals → settings_svc.SECRET_MASK with the
  read/write contract written once.
- routes/plugin.py: the project_id/repo resolution block and the
  comma-separated id parse were copied into three endpoints — _project_scope()
  and _int_list() now.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-21 11:23:47 -04:00
bvandeusenandClaude Fable 5 475f0857c9 feat(ledger): write-path stamping — a pulled canon the session then instantiates lands as a hook instance row (#2791, milestone 294 step 5)
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The prior-art hook now names the shapes being written (shapes=kind:name —
every definition in the payload, or the one enclosing an Edit found by
walking the file upward) and the server stamps them as instance rows when
the session PULLED a snippet inside PULL_WINDOW that the payload references
by symbol or that the semantic arm scored for this very payload.
classified_by=hook, evidence in reason; never overrides a judgment or a
canonical row, overridable by classify_shapes. Offered-but-unopened stamps
nothing. Pulled-and-already-seen snippets stay in the semantic query as
evidence without re-entering the deduped menu. A brand-new shape gets a
provisional row the next sync confirms or vanishes. Read-scoped keys get
the hint, never the stamp. Plugin 0.1.34.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-20 20:19:45 -04:00
bvandeusenandClaude Fable 5 9b1597a3c9 feat(ledger): coverage refresh feeds the shape ledger; the readout inverts to accounting (#2788, milestone 294 step 2)
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compute_coverage is now the ledger's sync point: every walk upserts the
extracted shapes (new → unclassified, the todo state; surviving → last-seen
bump; vanished → stamped, kept as history), re-files judgments whose snippet
target went away, and mechanically stamps snippet reference locations as
canonical — the one always-safe rule, self-healing only for its own stamps
(an agent's judgment is never unwound by machinery).

The covering predicate moves to shape_ledger.location_covers as the single
home (match_shapes retired with its consumer); coverage's payload and line
invert from 'N/M shapes recorded' to shape ACCOUNTING per note 2786:
accounted/total with a canonical·instance·variant·exempt breakdown, and
unclassified — THE todo — with its largest directories. Cache key bumps to
v2 so pre-ledger blobs honestly read 'not measured yet' instead of rendering
in a shape no longer spoken.

Readout is deliberately project-wide (all repos' live rows), while the walk
serves whichever repos the owner's keyring reaches this refresh.

Integration tests pin the new contract: rows for every extracted shape,
mechanical canonical stamps carrying snippet ids, idempotent recompute,
agent judgments surviving recompute AND vanish/return, vanished rows leaving
the readout but keeping their history.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-19 19:37:18 -04:00
bvandeusenandClaude Fable 5 1faf8f3ece feat(forge): per-user forge connections — keyring, host-keyed resolution, project pin (#2778)
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A forge token is a user's credential, not an instance's. The single
admin-settings config is replaced by per-user keyring rows (one per forge
host), and every server-side forge read runs on the PROJECT OWNER's keyring:

- forge_connections table + projects.forge_connection_id pin (migration 0078,
  which also carries the existing admin config into the first admin's row and
  deletes the old setting keys — no legacy dual-read)
- get_forge() replaced by get_forges(owner_id, project_id) -> ForgeSelector;
  resolve(repo) picks the connection whose host serves the repo. A pinned
  project uses ONLY its pinned connection; a stale pin (ownership moved) is
  ignored, never honored across users
- env FORGE_* config survives as an implicit entry for admin owners only;
  a stored row for the same host beats it
- consumers threaded: pull-time freshness (owner of the note), coverage
  (owner of the project), coverage routes' configured flag
- routes: /api/settings/forge-connections CRUD + per-connection test
  (own-rows only, tokens never returned); /api/admin/forge shrinks to
  /api/admin/forge-webhook (secret only); PUT /api/projects/<id>/forge pins,
  owner-or-admin asking, owner's connections only
- UI: Git Forges card moves to Settings -> Integrations as a connection
  list; webhook secret stays in the admin Config tab; owner-only forge
  select on the project coverage card
- backups exclude forge_connections (credentials, api_keys precedent) and
  the pin, so restores fall back to keyring resolution

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-19 11:23:22 -04:00
bvandeusenandClaude Fable 5 3162332a13 feat(prior-art): edit-time record-sync nudge — the sync class (#2708)
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A snippet recorded AT the exact file being edited is not a reuse
suggestion — it IS the record of the file being changed. The write-path
hint now renders those as their own SYNC class: 'snippet #N records this
file — updating the record is part of the edit (update_snippet /
verify_snippet)'. Nearby and semantic hits stay the reuse menu.

The two classes dedup on separate per-session channels (exclude_ids vs
exclude_sync_ids, .ids vs .sync.ids in the hook), so a reuse hint shown
early in a session can no longer silence the record-sync nudge when the
recorded file itself is edited later. Sync surfacing is measured under
its own note_usage source (write_path_sync) — its pull-through rate is
the scoreboard for whether edit-time sync actually happens, per decision
#2707 (no forge connection; records stay current in the session that has
the context). Plugin 0.1.31.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-16 20:05:01 -04:00
bvandeusenandClaude Fable 5 765635bbf2 feat(forge): GitHub adapter — second implementation keeps the seam a contract (#2693, milestone 288 step 8)
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ForgeAdapter is now a named base class carrying the shared plumbing
(host join, error taxonomy, contents decoding, archive, default_branch,
latest_commit); GiteaForge keeps its exact behavior and GitHubForge joins
with the real differences: api.github.com / GHE /api/v3 host mapping,
Bearer auth, a commits call for the provenance stamp (GitHub's contents
payload only carries the blob sha), and the codeload tarball redirect.

The contract grew latest_commit, and with it the cached-SHA short-circuit
in pull-time freshness: a stored provenance commit that still heads the
recorded path confirms 'current' without a content transfer — the economy
that fits pulls inside GitHub's rate limits; every surprise falls back to
the full fetch. Webhook deliveries now also accept X-Hub-Signature-256
(sha256=<hex>); the payload shape was already common. Settings card copy
covers both forges' token scopes; the kind selector already flowed from
the server.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-16 16:18:16 -04:00
bvandeusenandClaude Fable 5 cbccb6bd5d feat(coverage): pattern-library coverage measurement (#2692, milestone 288 step 7)
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Server-side shape enumeration per bound repo — one archive download via the
forge adapter, definitions extracted with a Python mirror of the write-path
hook's awk rules (shared test vectors pin the two together) — compared
against recorded snippet locations by path+symbol. Summary is cached in the
settings KV with a freshness stamp; recomputed on webhook push (spawned off
the delivery path) or explicit refresh, never in a request path.

Surfaces: GET/POST /api/projects/<id>/coverage[/refresh], a project-page
card (estimate-labeled, largest-gaps chips), and a one-line evidence-carrying
entry in enter_project read from cache only.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-16 16:05:43 -04:00
bvandeusenandClaude Fable 5 89b07f7857 feat(forge): push webhook flags drift at the moment the repo moves (#2691)
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Second adapter consumer. POST /api/webhooks/forge validates Gitea's
X-Gitea-Signature (HMAC-SHA256, constant-time; no secret configured =
the endpoint 404s out of existence), extracts changed/removed paths,
and flags matched snippets by writing verification.invalidated_by
{commit_sha, at, path, removed} — the existing attention vocabulary
extended, not a new flag: needs_attention includes it, both filter
dialects (Python + jsonpath SQL) include it in 'attention' and exclude
it from 'ok', and recording ANY fresh verdict clears it by construction
because compose_verification builds a new dict. Unverified snippets are
skipped (already in their own bucket); replayed deliveries at the same
head commit are no-ops; processing failures return 200 with a WARNING +
AppLog canary so the forge never marks deliveries failed and operators
never disable the hook over a transient (#2663's lesson).

Matching goes through repo BINDINGS: recorded location repos are
free-form names ('Scribe') that cannot address a forge, so a snippet
reaches its forge repo through its project's binding — which also fixes
step 5's pull-time resolution for every real record via the same
fallback. O(bindings + snippets-in-project + changed files).

Settings: webhook secret beside the forge config (masked, sentinel-
skipped, Docker-secret env channel, endpoint documented in the UI).
Tests: signature gate, payload parsing, path semantics, both filter
dialects extended in the drift-check guard file, and real-Postgres
end-to-end (flag lands, attention lists it, replay quiet, re-verify
clears, unbound repo untouched).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-16 13:05:00 -04:00
bvandeusenandClaude Fable 5 2fce57847b feat(snippets): pull-time freshness — the forge confirms the cache at the moment it's trusted (#2690)
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First consumer of the forge adapter. attach_live_body decorates both
pull surfaces (MCP get_snippet, REST detail) with body_source +
body_freshness when the instance has a forge: 'current' means the
cached code was just found verbatim (whitespace-normalized, the same
normalization the verdict hash uses) in the fetched file, and
provenance restamps to the file's last commit — reflected in the
response and persisted in the background. A snippet body is a FRAGMENT
of its file, so a fetch can honestly CONFIRM the cache or report
divergence, never clobber the record with the whole file: 'diverged'
is the reader's information, and a 404 stamps the mechanically-true
'missing' verdict into the existing attention state — once, not on
every pull of an already-flagged record.

The probe never raises and never blocks past 2.5s (tighter than the
adapter's own timeout — the pull is where a session decides whether
pulling is worth it, #2663's finding); a hung forge costs bounded time
and the cache serves. A no-forge instance's response stays
byte-identical to today's (rule #115 baseline, pinned by test).

services/background.py is the new one home for fire-and-forget tasks
with strong references (the #2663 GC footgun) — telemetry's two copies
predate it and keep their bespoke canaries; new callers use this.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-16 12:46:45 -04:00
bvandeusenandClaude Fable 5 13e428c596 feat(forge): adapter seam + Gitea implementation — optional read access to the operator's forge (#2689)
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Step 4 of milestone 288 (decision #2686). services/forge.py defines the
contract steps 5-7 consume — read_file (content + last_commit_sha, the
provenance stamp), default_branch, resolve_repo, check — with GiteaForge
as the first implementation over the REST contents/repo/version/user
endpoints. Repo identity reuses normalize_repo_key: the host segment
selects whether this forge serves a recorded repo, the remainder is the
API path, so no new identity scheme exists. Read-only by construction;
errors never carry the token; first outbound-HTTP timeout convention
(5s total, no retries — the consumer's fallback is the retry policy).

OPTIONAL per instance (rule #115): get_forge() returns None when
unconfigured and every consumer treats None as today's behavior. Config
lives in admin settings (Settings → Config → Git Forge: kind/base
URL/token, save + test-connection probe reporting version + identity),
with FORGE_* env / Docker-secret fallbacks; DB wins so a UI edit can't
silently lose to an env var. Token treatment follows the smtp_password
convention (masked on read, mask-sentinel skipped on write, absent from
audit details) — and wiring it surfaced that the generic GET/PUT
/api/settings dump bypassed that masking for the owning admin's raw KV
rows, so secret keys are now masked there too (fixes the same exposure
for smtp_password).

Contract tests run against httpx.MockTransport as the fake forge — the
reference behaviors the GitHub adapter (step 8) must reproduce — plus
the off-by-default gate, partial-config-is-off, env-vs-DB precedence,
and route/mask structural checks. Also: the step-2 definition detector
learned to skip dunders after flagging __init__ as 'already defined in
4 files' on this step's own build — guaranteed noise for a hint that
must stay trustworthy.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-16 12:37:27 -04:00
bvandeusen 45ba4aab25 fix(telemetry): the two invisible retrievals log, and /api/search takes scope
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#2463, the remaining findings (finding 3 landed with f11a547).

## The reuse slot logs (source: reuse_slot)

A real semantic query competing for an auto-inject menu slot, and the ledger
was asymmetric: the scored hit it DISPLACED was in retrieval_logs, the query
that displaced it was not — so the slot could never be evaluated against what
it replaced. #1038 and #2085 are gated on this ledger being complete.

## Browse search logs (source: browse_search)

The human's main search surface, and it logged nothing — so retrieval_logs
claimed the web's search was /api/search. Measured while fixing: /api/search
has ZERO frontend consumers; the web UI searches through /api/knowledge
exclusively. The table wasn't just under-describing the UI, it was describing
a surface the UI never touches.

The task's check — does folding human queries into the corpus skew the
precision signal thresholds are tuned against? — is answered by the source
column: distinct values (browse_search, reuse_slot beside the existing four)
mean tuning includes or excludes human traffic deliberately rather than by
accident. Same resolution as the mcp_/rest_ split in note_usage_events.

## /api/search takes project_id (and logs it)

The route logged project_id=None unconditionally while the MCP tool insists
the agent pass the active project. Now optional, default global: with no
frontend consumer, this route serves API callers, and an API caller states
its scope explicitly — the default-scope UI decision the task flagged is moot
until a UI actually consumes the route, which is recorded rather than guessed.

Refs #2463
2026-08-08 20:00:22 -04:00
bvandeusen f11a547cd2 fix(lists): shared-project records appear, and a list's q means what search means
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#2462, both decided halves.

## The ACL defect

list_notes filtered on Note.user_id == user_id with no scope parameter at all
— never a per-call decision, the capability was absent. query_knowledge beside
it was deliberately browse-scoped with a comment saying why. So a task in a
shared project was invisible in list_tasks, enter_project's open-task list,
the SessionStart todo count and the web UI's task views, while the same
project's notes and snippets appeared.

Now the shared clause: notes_visibility_clause(user_id, "browse"). Browse and
not read, per decision #2094 — an ambient list must never surface a record
someone shared one-to-one; those stay search-only. This is the remaining half
of a fix made twice before (#2159 widened fetch, #2092 widened meaning), and
the guard below is what stops a fourth half appearing.

Guarded by source inspection in test_retrieval_scopes: every list-shaped
service references a shared visibility clause AND carries no bare
Note.user_id comparison that would quietly re-narrow it. An owner-only list
returns correct-looking rows and simply omits the shared ones — the shape no
behavioural test catches.

## q is semantic (operator: "make it match")

The UI's note list keyword-matched while the UI's Browse search
semantic-matched, over the same records, with nothing saying so. Now one
meaning: q joins the embedding index and orders by cosine distance at the
interactive floor, with every lifecycle filter still applied in the same
indexed query. Relevance ordering wins over `sort` when q is present — a query
is a relevance claim, and sorting its results by date would shuffle the
answer. ILIKE survives only as the embedder-down fallback: degraded, never
empty.

Stated position: superseded records are NOT demoted in list-q. The penalty
reorders a top-k; reordering a paginated, counted list would make page
boundaries lie. The search surfaces carry the demotion.

## The interactive floor becomes one constant

INTERACTIVE_SEARCH_THRESHOLD = 0.3 in embeddings.py, consumed by
routes/search.py (was a commented constant), knowledge.py (was a bare
literal), and the new list-q. This closes #2463's finding 3 early — the same
number lived in two files with the reasoning attached to only one.

## Deferred, deliberately

The return-shape unification (ORM objects vs dicts) stays undone. It is a
14-caller refactor whose motivation — callers being unable to swap paths —
shrinks now that both paths share the clause and the meaning of q. If swap
pressure recurs it deserves its own change, not a rider on an ACL fix.

Refs #2462, #2463
2026-08-08 19:58:01 -04:00
bvandeusen d7039dc17c feat(dedup): the duplicate report reaches notes and tasks, with per-kind cures
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Step 5 of #278, folding in #2534. The operator's no-gate decision for the web
UI (#2482 — "an llm attached to this surface is the corrections system") has a
precondition nobody had built: the corrector has to be able to SEE what needs
correcting. find_duplicate_snippets had no equivalent for notes or tasks, so a
duplicate note was only ever noticed by accident.

find_duplicate_records(kind="snippet"|"note"|"task") — the same indexed
self-join, parameterised. Tasks are notes with a status, not a note_type, so
the kind split is a status predicate; mixing them would propose folding a
to-do into a write-up. find_duplicate_snippets stays as a wrapper because both
surfaces and SnippetListView consume it by name.

What differs by kind is the CURE, and the report says so in a `suggestion`
field rather than leaving the caller to guess:

  snippet  merge — lossless, the survivor keeps every call site
  note     NEVER merge. A correction pair → supersedes on the newer; state
           smeared across dated records → extract to the System's reference
           note; genuinely parallel → leave alone. Choosing needs the records
           READ, which is the agent's job — so non-snippet groups carry
           `members` with dates and any `existing_supersessions` already
           declared inside the group. A pair someone ruled on is not an open
           question.
  task     usually the same work opened twice — keep the one with the history,
           cancel the other with a pointer.

The snippet sibling filter stays snippet-only: it keys on symbol/code_sha,
which other kinds don't carry — and for them a look-alike is a finding.

Surfaces: MCP find_duplicate_records (classified into _READ_ONLY_TOOLS — the
completeness test would have caught the omission), REST /api/notes/duplicates,
and a KnowledgeView panel mirroring SnippetListView's — links only, no merge
button, because for notes the report proposes and the correction is a read-
and-decide act. The panel follows the type filter and clears when it changes,
so a note report can't linger under a task view.

Correcting the task's own premise: it claimed the snippet report had "no view
consuming it" — stale; SnippetListView has consumed it since it shipped. The
UI gap was only ever notes/tasks.

Answers the question carried from #2482: yes, the update routes on BOTH
surfaces can turn a record into a duplicate — the gate is create-time by
design. This report is the mechanism that catches it after the fact, which is
the model the operator chose.

Refs #278, #2547
2026-08-08 18:51:49 -04:00
bvandeusen 3f1523b19f feat(systems): read-side teeth — the vocabulary at session start, a search filter, and the state/chronicle instructions
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Step 4 of #278, product half. The audit that motivated it: one System in
project 2, thirty records tagged, nothing since July 28 — three days after the
feature landed. Not a discipline failure; retrieval was completely blind to
the association (zero references in embeddings, knowledge, search, auto-inject,
or enter_project), so tagging was a write-side label with no read-side payoff,
and labels nobody reads don't get maintained.

Three changes, ordered by what makes the others workable:

1. enter_project returns the project's Systems (id, name, first line of the
   charter). Load-bearing for the tagging instruction: you cannot ask an agent
   to check a record against a vocabulary it never sees. Trimmed because it
   rides on every session start; the full charter stays get_system's job.
   Present-and-empty rather than absent when a project has none — "no named
   areas yet" is information the create-the-System instruction acts on.

2. search accepts system_id, MCP and REST (#33). Implemented once in
   semantic_search_notes as an EXISTS against record_systems — an association
   filter deciding candidate-set membership before scoring, like project_id,
   not a ranking signal. The REST route's missing project filter stays #2463's:
   it carries a default-scope UI decision this change must not preempt.

3. The instructions (#119, _INSTRUCTIONS + using-scribe skill; plugin 0.1.25
   for the cache):
   - Tag as you write, with an executable test — "would someone investigating
     that subsystem want this in the pile list_system_records returns?" —
     rather than "tag appropriately", which is what died.
   - Create the System when the area has no record: the two-or-more test
     snippets use, plus "don't wait to be asked to name an area that plainly
     exists", because the agent's default was leaving un-modelled areas
     un-modelled forever.
   - State vs chronicle: dev-logs are written once and never rewritten; durable
     findings live in the System's reference note, updated in place — safe
     because note versions are the changelog, which has existed since the
     feature shipped and was never named as one.

list_system_records' docstring now sells it as the way to READ a subsystem,
reference note first. No auto-inject boost by System — vocabulary and filter
first, measure before adding ranking behaviour (the #2486 lesson).

Refs #278, #2546
2026-08-08 18:19:58 -04:00
bvandeusen 984407f931 fix(supersession): one query for both directions, not two per note read
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CI failed on 8d9e96c — eight tests in test_mcp_tool_notes.py, all
"Connect call failed (127.0.0.1, 5432)".

The proximate cause is that `_attach_supersession` runs on every note
read/write and those are unit tests of the tool layer with no database. But the
test failure exposed a worse decision underneath it.

I had written the two directions as two service calls, so every `get_note`
made TWO extra round trips plus TWO ACL checks — on the hottest path in the
product — to save a two-line partition in Python. That is the wrong trade
whether or not a test noticed.

`get_relations` replaces both: one OR query, one ACL check, partitioned by
which column holds the note's id. Its test asserts `execute.await_count == 1`,
so the collapse can't quietly come apart later.

The tests then get an autouse stub rather than the code getting a swallow. The
tool genuinely has a new dependency; hiding that behind a try/except to keep
unit tests green would be arranging for the code to lie about what it does.
This file already records the same hazard for note 2109, so the stub sits next
to that precedent.

Added the test that matters, which the first pass missed: a superseded record
still surfaces, so an agent WILL read stale material — and it must arrive with
a plain-language warning, not just a numeric field to notice. Also pinned that
both keys are ABSENT rather than present-and-empty when there are no relations.

Refs #278
2026-08-07 22:45:56 -04:00
bvandeusen 8d9e96cc6d feat(supersession): declare it — supersedes on both write paths
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Step 2 of #278. Records and reads the claim; the demotion that makes it matter
is step 3.

`services/supersession.py` with set/get on both directions, following the
set_record_systems shape since this is the same kind of mutable M2M at the
tool/route layer rather than inside notes_svc.

## Both directions are exposed, and only one is obvious

`supersedes` is what the author claimed. `superseded_by` is what a READER needs
and what the note itself cannot know — a stale record handed over with no
marker gets acted on confidently, which is worse than never surfacing it. So
get_note carries it, says so in its docstring, and adds a plain-language line
telling the reader to open the newer note first.

Both are OMITTED when empty rather than serialised as empty lists. A field that
always says nothing trains readers to skip fields — the lesson consolidated_at
cost, removed in the previous commit.

## Refuse vs drop, which is the one real judgement here

Dropped silently: a target that doesn't exist, is trashed, is the note itself,
or would close a cycle. Each is a claim with no subject or no meaning; none is
something the caller can act on.

REFUSED with PermissionError: a target the caller can read but not write.
That is the single case where the caller could believe they succeeded and be
wrong in a way that matters — demoting someone else's record out of their
retrieval is damage invisible from the outside, with no symptom for the owner
to trace. Rule #47, and PermissionError because services/snippets.py already
uses it for read-but-not-write with both surfaces catching it.

The PATCH/PUT routes scope by the CALLER, not owner_uid: an editor-share holder
may edit the note and must not thereby inherit the owner's write access to
whatever they name as superseded.

## Cycles

A ring claims every member is obsolete. Under flat demotion that demotes them
all equally, so the set drops out of ranked retrieval together with nothing in
the data saying why. Refused by walking the existing graph from the proposed
target — iteratively with a visited set, because the graph is user-supplied and
a deep chain must not become a stack overflow on a write path. The visited set
also makes the walk terminate on a ring that already exists, which is pinned by
its own test rather than trusted.

Both surfaces (#33), the instruction surface per #119 — framed as the third
answer beside update-instead and force=true: not everything resembling an
existing record should be folded into it, and not everything distinct should
compete with it forever.

Refs #278
2026-08-07 22:38:09 -04:00
bvandeusen 24d071619b fix(dedup): compare the artefact, not the prose describing it
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The snippet gate was reading the wrong field, and #2464's UI recipes made it
measurable in both directions at once:

  .btn-danger vs .btn-danger-outline   0.92   siblings, BLOCKED
  .btn-primary re-recorded verbatim
  under a different name              <0.90   a literal copy, ALLOWED

The second is what settles it. Identical code at an identical repo·path·symbol
sailed through because the description differed, while two deliberately
parallel variants were refused because theirs did not. A snippet's embedded
document is mostly prose ABOUT the code, so no threshold fixes this: lowering
it blocks more siblings, raising it admits more copies.

So structure decides. Two exact signals, both index-served off the notes.data
mirror that already exists, no migration and no backfill:

  location  the same named thing in the same file. Requires BOTH path and
            symbol — a path alone is a directory of artefacts, and matching on
            it would refuse every second recipe from one stylesheet.
  code      byte-identical code anywhere, via the same fingerprint the drift
            check uses.

The semantic arm survives as a backstop for a genuine reword that shares
neither, raised to 0.96 so it sits above the 0.92 band where real variants
live. Structural hits say what they matched instead of hedging with "similar",
and point at merge rather than update — two records of one artefact is what
merge exists to fold back together.

find_duplicate_snippets gets the same correction: pairs where both snippets
name a symbol, name DIFFERENT symbols, and hold different code are variants,
not copies. Without it a design system's button family reports as one merge
set — eight recipes, every direct pair over the floor, top score 0.92, one
click from collapsing a component family. The cost is real and stated in the
code: a helper recorded twice under two names no longer reports. That trade
favours the report being usable, and same-symbol and unnamed duplicates — how
re-recording usually looks — still surface. The filter fails open, so a lookup
failure degrades to the old unfiltered report rather than to a reassuring
empty one.

resolve_locations extracted: compose_body, create_snippet and now the gate each
had their own copy of the repo/path/symbol shorthand fallback, and the gate is
the one where a disagreement would mean matching a location the record won't be
stored with. Applied to both create surfaces (#33) — the web UI must not be the
way to record what the agent was stopped from writing.

Refs #2518, #2464
2026-08-06 11:31:02 -04:00
bvandeusen c18139622c fix(telemetry): the human half of the pull ledger recorded one kind in three
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Opening a snippet in the UI recorded rest_snippet. Opening a note or a task
recorded nothing — so the most direct evidence the product has that anyone
cares about a record existed for one kind out of three, and the other two sat
at zero pulls looking like dead weight beside a kind that merely had a counter.

Not an open question about intent: models/note_usage.py already documented
'rest_note' as a source value. Nothing wrote it. The design named it and the
implementation stopped at snippets.

Adds rest_note and rest_task. Tagged by SURFACE rather than by the record's
kind, matching rest_snippet — the kind is a join away, but which surface asked
is not recoverable after the fact. The mcp_/rest_ split stays load-bearing:
"is this dead weight" is served by any pull, "was that injected line useful" by
agent pulls alone, and a human clicking a link would inflate exactly the number
#1038 and #2085 gate on.

The vocabulary comment in the model was itself the stale-enumeration shape this
survey keeps finding — it named a source nothing wrote while omitting sources
that existed. Replaced with the naming CONVENTION plus a pointer to grep, which
cannot drift, rather than a longer list that would go stale the same way.

Guard extended to the REST surface, same derivation as the MCP half: a route
registered at exactly /<int:x> for GET is a detail view, and one reaching a
note-backed loader must record. Handler source is expanded one level through
module-private helpers, without which get_snippet_route — the route that
already got this right — would drop out of the check by loading via
_load_snippet. Verified the guard fires when a call is removed.

Renamed test_mcp_pull_telemetry.py -> test_pull_telemetry.py; it is no longer
only about MCP.

Closes #2476
2026-08-06 08:51:21 -04:00
bvandeusenandClaude Opus 5 dcd4efcea0 refactor(design): retire /design — a surface that could only inspect itself
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The design surface is for the projects an install tracks. /design read the
running app's own stylesheet — names out of a bundled theme.css, values out of
getComputedStyle(document.documentElement) — so it could only ever describe the
instance serving the page. Scribe is one project among the projects Scribe
tracks; it gets no view hardcoded into every install.

The mechanism that makes this a tool rather than a mirror already existed and
already covers Scribe: scripts/check_design_tokens.py runs in CI against a
sheet path it knows nothing about, using check_code_against_tokens — the same
engine behind check_snippets_against_system. /design was redundant even here.

Removed: DesignView, DesignTabs (nothing left to tab between), api/design.ts,
routes/design.py and its blueprint, the /design route, ui_design_system() and
its setting, and the Settings picker that designated "this app's UI".

utils/designTokens.ts and utils/designDrift.ts go with it — between them they
were the browser-reading half. What survives is utils/designValues.ts, which
works on a record rather than a document: valueForMode, modesPresent, and
resolveDeclared.

resolveDeclared gained real isolation in the move. Custom properties inherit
and `all: initial` does not reset them, so a probe sitting in this page would
resolve any reference a record leaves undeclared against the SURROUNDING app's
tokens — previewing another project's system would quietly borrow this one's
palette wherever that system was incomplete, and a token already reported under
unknown_refs would render as though it were fine. Undeclared references are now
blanked on the probe first, so they resolve to nothing, which is what the record
says they are.

Migration 0075 absorbs ui_design_system_id alongside design_rulebook_id rather
than an 0076 undoing it: 0075 has not run anywhere, since dev is unmerged and
deploys come from main. Both keys named a design source for the running
install, and a project already carries its own pointer.

This retires the agreement panel shipped yesterday. It asked whether the sheet
was actually loaded and applied — the one question a record cannot answer about
itself — but only ever about the app you are already inside. Nothing replaces
it; recorded in #2430 rather than quietly dropped.

Step 1 of milestone #274.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-08-04 10:35:52 -04:00
bvandeusenandClaude Opus 5 5b824c1626 feat(design): the panel now asks whether the app agrees with its own sheet
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Retiring rulebook #2 left the /design drift panel with no data source, and
because its empty state was well-written the feature read as working while it
could only ever render "nothing designated" (#2419). The original question is
genuinely gone: theme.css is generated from design system 2, so checking the
system against a sheet derived from it would be a tautology.

The question that survives is the one no server can answer. A generated sheet
still has to be LOADED and APPLIED, and nothing checked that it was:

  absent      the record declares a token the app doesn't have — the sheet was
              never regenerated after the record changed, or never loaded
  differs     the app has it with another value — a stale sheet, or a later
              rule that overrode it
  unrecorded  the app declares a token in the record's own family that the
              record has never heard of

Both sides go through the same engine so the comparison is honest: declared
values are set on an offscreen probe and read back, which performs the same
var() substitution the browser already did to the live values. Comparing raw
strings would mark every derived token as drift.

The designation moved with the feature — design_rulebook_id becomes
ui_design_system_id, with a migration deleting the retired key rather than
leaving an inert row. The prose extractor it fed goes too (#2288 said its
runtime role ended when the import landed).

Three orphans of the same shape, found alongside and fixed here:

- darkOverriddenNames hardcoded [data-theme="dark"]. The sheet went dark-first
  months ago, so it matched nothing and the "mode-aware" flag silently left the
  gallery. Now matches the SHAPE of a mode selector, which also holds for an
  install whose modes aren't light and dark.
- groupFor's prefix table never heard of --fs-, so 110 tokens sat under
  "other". Groups now come from the record where there is one; the table can
  only know families that shipped with the product (rule #115).
- The type scale was a hand-written table of nine sizes marked "no token",
  true when written and false since the scale was recorded. Now rendered from
  whatever size tokens the sheet declares, so it can't go stale twice.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-08-03 20:50:03 -04:00
bvandeusenandClaude Opus 5 22f907c44d feat(design): offer starter token ROLES at creation, never values
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A literal gets written into a stylesheet when there is no role to reach for.
This codebase demonstrated it: the house style had no "text on a filled colour"
role, so 76 call sites wrote a pure-white literal — not out of defiance, but
because nothing existed to write instead. The correction was not a better ban
list; it was declaring the missing role (#2275, #2349).

So the useful moment is creation. A system whose roles are named on day one
never presents the occasion.

Ten groups, ~40 roles: surface, text, action, semantic, border, accent, radius,
space, motion, state. Operator's call was one flat list, every group
individually skippable — presets keyed to app shape (web / CLI / docs) were
rejected because they need the product to hold opinions about app categories,
and a wrong category is worse than a list someone prunes once.

TWO BOUNDARIES THIS HAS TO HOLD, both rule #115:

- The ROLES ship; the VALUES never do. Every seeded token has an empty
  value_by_mode, so a fresh system is a set of named, deliberately-unanswered
  questions. A test asserts no hex appears anywhere in the module — not just
  that tokens are blank, but that no palette hides in a comment waiting to be
  pasted in.
- The PREFIX is the install's. `--fs-` is FabledSword's convention, not the
  product's; the default is a neutral `--ds-` and callers pass their own.

Valueless roles are already legible downstream — render_stylesheet emits them
as commented-out declarations and stylesheet_for_system reports them under
`valueless` (#2299) — so "declared but undecided" reads correctly with nothing
new built.

Both surfaces, per rule #33: MCP gains starter_role_groups/token_prefix plus
list_starter_role_groups(); REST gains the same on POST plus
GET /api/design-systems/starter-roles. The parity enumeration is extended
rather than loosened.

Note create_design_system treats None and [] alike (seed nothing), while
starter_tokens treats None as "all". Deliberate: creation must never write 40
rows into a system whose caller never asked, and the everything-checked default
belongs in the UI where the operator can see it.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-08-03 11:37:20 -04:00
bvandeusenandClaude Opus 5 be3a0ffaf9 fix(projects): batch the summary queries — the fan-out was exhausting the pool
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Reported live: Projects and Snippets showed skeletons that never resolved,
/knowledge worked intermittently. The logs named it exactly:

    QueuePool limit of size 5 overflow 10 reached, connection timed out, 30.00
    GET /api/settings  500  30584.0ms
    GET /api/projects  200  30882.9ms

/api/projects was not hanging — it was waiting out the 30-second checkout
timeout and then returning 200 with summaries silently missing, because
_attach swallowed the TimeoutError. Nobody waits 31 seconds, so it read as a
hang.

THE SHAPE: routes/projects.py ran asyncio.gather over every project. Each
_attach called get_project_summary, which opened its own session for three
queries and then called get_project_milestone_summary — which opened one more
session PER MILESTONE. So 25 projects asked for roughly 250 concurrent
checkouts against a pool of 15 (SQLAlchemy's default 5 + 10 overflow).

That is why unrelated routes failed too. Snippets and /knowledge were never
broken; they queued behind the burst and inherited its timeout. /api/settings
returning 500 while /api/projects returned 200 is the same cause wearing two
faces.

The comment above the gather said "one backend pass instead of N+1 frontend
calls". It did remove the N+1 from the network — and recreated it against the
connection pool, where it is worse, because the browser had at least been
serialising those calls.

Now: get_project_summaries() does all projects in four queries and one session,
and get_project_milestone_summaries() does all milestones in two. Two sessions
total for the whole page, independent of how many projects exist.

The progress calculation is extracted to _progress_from_counts and shared by
both the batch and single paths, so the cancelled-exclusion rule cannot drift
into two versions that disagree about whether a milestone is finished.

Tests assert the SESSION COUNT, not just the values. An implementation that
returned identical output while opening a session per project would pass a
correctness test and reproduce the outage.

Deliberately NOT done: raising pool_size. It would move the cliff rather than
remove it, and this endpoint now needs two connections regardless of scale.

Closes #2384.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-08-02 19:09:36 -04:00
bvandeusenandClaude Opus 5 5c51e29f26 fix(embeddings): embed in the service, so every caller gets it (#2056)
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A note or task created through MCP was not semantically searchable until the
next restart's backfill ran. Embedding fired at the five REST route handlers
and nowhere else; the MCP tools call the service directly, so they skipped it.

The shape of this bug is the reason to care: it is invisible on an instance
that redeploys constantly (this one does, per rule 46) and permanent on one
that doesn't. Rule 115 — the product has to stand up for the install that
restarts twice a year, not just for the one that restarts hourly.

Moved to services/notes.embed_note(), called from create_note and update_note,
and deleted from all five routes. Every caller — REST, MCP, recurrence,
snippets — now gets it by construction rather than by remembering.

Two things fall out of having one implementation instead of six:

- It uses note.user_id, the OWNER. The routes were inconsistent: some passed
  the caller's uid, some the owner's. On a shared record the caller's id mints
  a second embedding row that nothing reads.
- services/snippets.py's _embed_snippet existed only because snippets are
  created via MCP and the routes couldn't cover them. Every one of its four
  call sites goes through notes_svc, so the helper and its four calls are gone,
  along with the eight test patches that existed to neutralise it.

RuntimeError (no running loop — unit tests, scripts) and any indexing failure
are both swallowed: a write that succeeded must not be failed by its index.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-07-31 22:46:57 -04:00
bvandeusen 23a385e2db revert(design-systems): drop the rulebook import — a migration, not a feature
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Operator's call, and it corrects a scope error rather than a bug:

  "this is a path for a user to go from a rulebook to a design system. we don't
   need to build this path in the app itself ... you should be the one that does
   the import ... going forward no one else should have to do such a migration."

Right. Nobody starting from a design system will ever go rulebook -> system, so
the whole path was permanent product code serving a single act on one install.
Rule #22: remove it, don't flag it off. Gone from the service, the REST route,
the MCP tool, the UI panel, the API client and its tests.

There is a second consequence I had missed, and it is the better argument. The
parser was WORSE at this than doing it by hand. `propose_tokens` leaves radius
steps and type sizes valueless because "Small 4px" is not a hex and nothing here
parses it — a limitation I documented carefully and shipped anyway. But that
limitation only exists because the importer had to run unattended. Done as work
rather than as a feature, those values are just read and written, and the result
is a complete design system instead of one with a dozen blanks and a count
explaining them.

Scaffolding built around my own absence from the loop, when I am the loop.

KEPT: `extract_expectations` and `design_expectations` in
services/design_rulebook_import.py. The live drift panel still reads them until
it is repointed at a resolved design system (#2295), and removing them now would
take the /design page's only content with it. They go with that change, not this
one.
2026-07-31 09:46:12 -04:00
bvandeusen 0f80b790c7 feat(design-systems): central prose — guidance on the system, rationale on tokens
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Last piece of the architecture in #2296. The operator: "the prose doesn't have
to live as one offs, there's a central system for managing it."

Two fields, both free-form:

  design_systems.guidance   the narrative a token table cannot hold — aesthetic,
                            voice and tone, what is deliberately out of scope.
  design_tokens.rationale   WHY a token is this value, which is a different
                            question from `purpose` (what it is FOR). "Success
                            equals Moss, aligned by design" is a rationale;
                            "page bg, deepest surface" is a purpose. Rules carry
                            the first routinely and a token row had nowhere to
                            put it.

Free-form rather than a column per category, deliberately. A schema with
`voice`, `aesthetic` and `scope` columns would bake one rulebook's table of
contents into every install (rule #115), leaving the next install three empty
columns and nowhere for what it actually cares about. Both nullable: a design
system with no prose at all is complete, not a draft.

`rationale` cascades like `purpose` — deepest non-empty wins — so an app
overriding a colour keeps the family's reasoning rather than blanking it. Same
argument as `supersedes`: the override was about the value, not the meaning.

In the generated sheet the inline comment prefers `purpose` and falls back to
`rationale`, so a token carrying only the why still says something instead of
rendering bare.
2026-07-30 21:52:16 -04:00
bvandeusen 46d88f9e7e feat(design-systems): check the components against the sheet they claim to use
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"The snippets use the tags from the sheet" was a relation nobody could verify.
Now it is three checks, and all three currently fail SILENTLY in this codebase:

  unknown             `var(--x)` where the system declares no `--x`. Renders as
                      nothing at all — no error, no failing test, no visual clue
                      beyond the element quietly not being styled.
  superseded literals a value the sheet said to stop writing, paired with the
                      token to write instead. Only possible because `supersedes`
                      is declared rather than inferred.
  local definitions   custom properties a snippet mints for itself instead of
                      reusing the sheet's — the bloat a shared sheet exists to
                      prevent, where a value stops being reused and starts being
                      restated per component.

The first is not hypothetical. Writing DesignSystemsView.vue earlier in this
same session I used `--color-accent` throughout; it does not exist, and nothing
in the toolchain noticed. This check is the thing that would have.

A token that is both defined and read locally is reported ONCE, as an unknown
reference — "--btn-bg does not exist in the sheet" is the more precise statement
of the same problem, and reporting both would double-count one fact.

Literal matching is boundary-aware and case-insensitive: `#fff` must not fire
inside `#ffffff` (different colours, and a finding on the wrong one sends
someone to change correct code), while `#FFFFFF` in a rulebook has to match
`#ffffff` in a stylesheet — the same trap `normalize_hex` exists for.

Snippets with nothing to report are omitted entirely. A list of everything that
is fine is a list nobody reads twice — the same principle the auto-inject menu
and the drift panel are both built on.

Two integration mistakes fixed while wiring it: `list_snippets` returns
`(rows, total)` and caps its limit at 100, and `get_snippet` returns a Note
model rather than a dict. The list rows carry a preview, not the code, so the
check reads each full body — checking the preview would have reported on a
truncation.
2026-07-30 21:47:47 -04:00