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bvandeusenandClaude Opus 5 0bcd4b5540 feat(rules)!: retire rulebook subscriptions and per-project suppressions (#4052)
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A rule's home is its scope now: a rule in a rulebook topic is global, a rule on
a project applies to that project, and retrieval reads that directly (#4074).
A subscription had stopped changing anything a session received; a suppression
muted rules from a subscription. Operator, 2026-09-15: "we have global and
project scoped rules, we don't need the subscriptions now."

What goes, whole (rule 22):
- Migration 0101 drops project_rulebook_subscriptions, project_rule_suppressions
  and project_topic_suppressions, and strips subscribe_rulebooks (and 394's
  leftover exclude_always_on_rulebooks) from stored inception choices.
- Service, MCP and REST: subscribe/unsubscribe and the four suppress/unsuppress
  operations. The Subscribers checklist, the subscribe chips, the skip buttons
  and the Suppressed section in the rules UI.
- Inception asks two questions (design system, seed Systems). create_project and
  decide_project_inception lose subscribe_rulebooks.
- Backup v15 stops exporting the three sections; older archives still restore,
  the keys simply unread. Trash no longer hard-deletes suppression rows.

What changes meaning:
- get_applicable_rules is a project's LISTING: its own rules, plus the global
  rules tagged to an area it works in. Untagged global rules apply everywhere
  and arrive by retrieval, so they are not listed. A co_surfaces partner on a
  different project is not dragged in.
- list_rules(project_id) lists that project's own rules.
- rules_payload drops subscribed_rulebooks and suppressed_*; the handshake's
  brief form is project_rules alone.
- using-scribe's "Where a new rule goes" and inception sections, tool
  docstrings and docs say global vs project. Plugin 2026.09.15.1620.

Milestone 414 step 2.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01821k5B3Ysecp9fNYs92Kuy
2026-09-15 12:20:57 -04:00
bvandeusenandClaude Opus 5 32db56c0df fix(394): the co_surfaces test could no longer fail, so it was repaired not relaxed
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Last run left one failure, and it was the useful kind: the partner ARRIVED
(the scoping fix in 9c5ab1d worked) but carried no `via`, because it came
through the ordinary query rather than being dragged in by the edge.

The assertion was about to be read as "the edge is broken". It was not. The
edge was never exercised: since 394 an untagged rule in a subscribed rulebook
applies on its own, so the partner was already applicable and there was
nothing left for `co_surfaces` to do. The test had quietly stopped testing
anything — passing the first assertion for a reason unrelated to the
mechanism it names.

Rule 167's case exactly, so the fix is to restore its ability to fail rather
than to soften the assertion. The partner is now TAGGED to an area this
project does not work in, which puts it out of reach of everything except the
edge, and the test asserts that unreachability before drawing the relation.
If the edge ever stops dragging partners in, this fails again — which it
could not have done a commit ago.

The neighbouring suppression test keeps an UNTAGGED partner, deliberately and
now explicitly: that one is about a suppression outranking an edge, so its
partner should be reachable by every route, not none.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_011cPyzNnegXHr5iRMzzy5KJ
2026-09-11 16:38:14 -04:00
bvandeusenandClaude Opus 5 0e10f6bb8a feat(rules)!: retire the always-on tier — every rule arrives by retrieval (#394)
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Milestone 394, steps 5-8. Operator: "remove the always on rule functionality
as the goal was to not have it at all since it didn't seem to work as
expected."

Unconditional preload had three failures the retrieval arms do not. It could
not be MEASURED — a resident rule is in the context whether or not it
mattered, so nothing distinguished "this governed the act" from "this was
scenery", and it was the one surface structurally exempt from the scoreboard
judging every other. It was SUMMARISED AWAY by compaction while the session
went on believing it held the rules. And it CROWDED OUT the few rules that
applied with the thirty that did not.

WHAT GOES

Schema (0100): rules.tier + ck_rules_tier, rule_versions.tier,
rulebooks.always_on, and project_rulebook_exclusions — a table recording a
project's opt-out of something that no longer binds it unasked.

Tools: list_always_on_rules, exclude_always_on_rulebook,
include_always_on_rulebook. Service: the same three plus rules_etag_for,
_valid_tier and the whole etag family. The SessionStart preload and the
write-path staleness arm go with them: nothing is resident, so nothing can
have drifted since a session loaded it.

THREE CALLS WORTH REVIEWING

enter_project got NARROWER, not wider. Its filter was `always_on OR
area-tagged`; dropping the tier arm leaves the deterministic half, so a
project with no canonical-tagged Systems gets no bulk rules and reaches them
by retrieval instead. Dropping the whole clause would have made that payload
bigger than the preload this milestone deletes.

Backups import tolerantly. A pre-394 archive carries tier, always_on and the
retired inception choice; none is read, and the exclusion key is DROPPED
rather than remapped, because restoring it would write data that
validate_inception now rejects as unknown.

The migration is irreversible in the way that matters and says so: downgrade
recreates the columns at their defaults and cannot restore which rules were
always-on. A value invented to fill a hole is not a measurement.

THE INSTRUCTION SURFACES SAY THE HARDER THING

Deleting "call list_always_on_rules()" is easy; replacing it is not, because
the new model asks a session to trust something it cannot see. All three
surfaces now say a session holds nothing, that rules arrive when work matches
them, and — the half that got dangerous — that "no rule arrived" means
"nothing matched", never "there is no rule". Under residency an empty session
was rare and suspicious; it is now the ordinary state of most turns, so
reading it as permission is wrong on nearly every turn rather than
occasionally. That is #3720's defect at session scale.

test_instruction_surfaces_agree is repointed rather than retired: its two
halves collapsed into one instruction, and it gains a guard that every
surface states what absence means. _INSTRUCTIONS is back at 1999/2000 —
the inception clause paid for the longer HOW line.

UI (rule 27, and the opportunity step 8 named)

The tier selector is gone, and what replaces it is the point: `when_to_apply`
is now the field that decides whether a rule is ever seen, so the editor
marks it required, warns while it is empty, and both rule lists badge a
trigger-less rule "never surfaces". A rule without one is not quiet, it is
unreachable.

TESTS

Two files deleted outright — test_rules_etag.py and test_inception_rules.py
tested subsystems that no longer exist. Elsewhere obsolete cases were removed
and the rest repointed. One deserves naming: the wiring test asserted the act
arms pass no `tier`, which had become an assertion that could not fail. It is
repointed onto `kind`, which does still exist and where the same claim is
live — a preference must reach a write exactly as a rule does.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_011cPyzNnegXHr5iRMzzy5KJ
2026-09-11 16:22:17 -04:00
bvandeusenandClaude Opus 5 cd9aa87aa4 feat(rules): tier 1 preloads, tier 2 arrives by area — and a split rule can no longer be read half-way (#3031, milestone 307 step 5)
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The payoff step: a rule stops having to be resident to be honoured.

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

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

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

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

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-26 15:10:41 -04:00