Step 4 of milestone 415 "An existing plan is found before a new one is made".
A session that could not see an existing plan made a second one beside it.
start_planning and create_milestone now ask first: an ACTIVE milestone in the
project with the same title, or one that reads as the same plan (title, design
and steps against milestone embeddings), is returned with its progress and a
pointer to create_records(milestone_id=...). Nothing is created; force=true
bypasses.
- dedup.find_matching_plan / plan_gate / plan_match_response; access-checked
before either arm (rule 78), fail-open like the other gates.
- Done milestones never block; the semantic arm needs 200+ chars of candidate.
- kb_plan_match_threshold (default 0.90) is a setting, in the Settings view,
and pinned against the Python default by test_settings_defaults_agree.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01821k5B3Ysecp9fNYs92Kuy
`search` covered notes, tasks and rules, and a milestone — the record a plan
lives in — could not be found. A project whose roadmap was written as
milestones had every later plan opened beside the one that already described
it, because nothing could have told the session it existed.
- milestone_embeddings (migration 0102): the third sibling of note_ and
rule_embeddings, for note 3163's reason — the search is milestone-specific.
The document is title — description, then description and the plan body,
so a roadmap milestone with no description is still found by its design.
- Written on create, on a title/description/body update, and for a plan made
through start_planning / create_records, fire-and-forget with the parent-row
claim (#3262); a startup backfill covers every existing milestone. Derived,
so it joins _NOT_INCLUDED beside the other embeddings.
- semantic_search_milestones: a project's milestones when the caller can read
it (access.can_read_project), otherwise the caller's own; optional status.
- search(content_type="milestone"): id, title, description, status, project
and progress. Its own shape, and not part of "all", whose results are
note-shaped. The docstring says what it is for: ask before start_planning.
- Integration test on real Postgres: found in its project and not another,
status narrows, an unreadable project returns nothing.
Milestone 415 step 3.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01821k5B3Ysecp9fNYs92Kuy
bvandeusenandClaude Opus 5