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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 a165483b92 fix(telemetry): a repeat is not a rejection, and near_misses counted it as one (#3739)
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Caught on the first live read after deploying #3670. The readout
contradicted itself:

    pre_tool_rule   top_score.min    0.7204   the lowest score ever RETURNED
                    near_misses.max  0.7457   "rejected", but scored higher

`best_available_score` is measured pre-threshold, which is right, but for
the rule arms it is also PRE-EXCLUSION, which is not. The note arms pass
`exclude_ids` into semantic_search_notes so their score is already
post-exclusion and clean; `semantic_search_rules` takes no such parameter,
so the rule arms filter in Python after the search and a rule that cleared
the bar and was dropped as a repeat still reported its score on a
zero-result row.

That is #3497's distinction — a ranker decline versus a reader already
ahead of it — reintroduced one level up, inside the field built to replace
a tautology.

The population now also requires `suppressed_count IS NULL OR = 0`. The
NULL arm is principled rather than permissive: null means the caller
filtered INSIDE the search, which is exactly the case where the reported
score cannot be contaminated.

Deliberately conservative — a call carrying both a repeat and a lower
genuine miss is dropped whole, losing that point. It undercounts; it
cannot corrupt, which is the right way round for a number read against a
bar.

It also makes `near_misses.max < threshold` true BY CONSTRUCTION rather
than by fixture: an above-bar candidate nobody excluded would have been
returned, so its call is not in the population at all.

THE TEST DID NOT CATCH THIS, and that is the part worth keeping. The
assertion `nm["max"] < 0.72` was already there, with exactly the right
intent. It passed because the fixture contained no suppressed call — the
guard held because the breaking shape was absent, not because the code was
right. Rule 167's stated failure mode, in a test written while citing rule
167. The fixture now builds that shape: a 0.9 hit dropped as a repeat,
which lands in the population and drags `max` above the threshold unless
the predicate excludes it.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_011cPyzNnegXHr5iRMzzy5KJ
2026-09-08 16:42:51 -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 7a2aff7bc1 fix(telemetry): a surface that stopped recording is not one that never ran (#3720)
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`out["sources"]` was built only from the windowed aggregate, so a source
with rows in `retrieval_logs` but none inside the window got no bucket at
all. Absent is exactly how a source that never existed renders, so a
surface that WAS recording and went silent became unreadable — #2663 one
level up, the failure that looks like the correct answer.

Two queries at different scopes, and only one shaped the output.
`_complete_from` reads all-time and knows every source the table has ever
held; the windowed loop dropped whatever it did not return.

Every such source now gets a zero bucket. Zero is a real measurement here
rather than a manufactured one: the all-time query proves the source was
recording, and it made no calls across a window it fully covers. No
`covers_window` special case is needed either — a source whose first row
fell after `since` would have that row IN the window and already hold a
bucket, so anything reaching this branch began before it.

The counts are 0 and everything else is null. A sampled distribution is
not the same claim as a call count, and rendering p50 as 0.0 for a source
nobody sampled would assert a measurement — #3311's mistake, in the
readout built to prevent it.

Found while fixing #3712's fixture, which failed with KeyError for this
exact reason.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_011cPyzNnegXHr5iRMzzy5KJ
2026-09-08 11:07:21 -04:00
bvandeusenandClaude Opus 5 21a5831479 feat(telemetry): every counter says when it started being recorded (#3712)
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A window that opens before a counter existed reports that counter as though
it had been measured throughout. The reader cannot tell "zero because
nothing happened" from "zero because nobody was counting yet", and — worse
— cannot tell a partial count from a complete one. That middle case yields
a plausible FRACTION rather than an obvious zero, which is what makes it
dangerous.

It is not hypothetical. A 7-day window opened while the ranked rule
surfacing recorders were four days old produced an apparent 64% write loss,
which survived a code review, four ruled-out alternative causes and a
five-step milestone before an identity check falsified it in one read.

Every counter block now carries `complete_from` and `covers_window`.

THE GRAIN IS THE SOURCE. retrieval_logs accumulates for months, so a
per-table earliest row says months for every source it holds — including an
arm added days ago whose counter means something else entirely. The old
source would vouch for the young one, which is the exact reading this
prevents.

A SECTION TAKES ITS LATEST CONTRIBUTOR, NOT ITS EARLIEST. A figure summing
several sources is complete only once every one of them was being written,
so "*" is a max. Using min would reproduce the original error in miniature.

`covers_window` is null, never false, when nothing was ever recorded: "no
measurement" is not "partial measurement" — the null convention #3497
established for `suppression`, one level up.

Also corrects a stale claim in the tool docstring: it still taught readers
that write_path_rule "has never once declined to fire" (#3311). That was
the arm writing its retrieval_logs row only on calls that found something;
#3497 fixed it, and the arm declines the large majority of its calls.

_complete_from takes the caller's session rather than opening its own,
departing from the services canon (#2860) because it runs inside an
existing block; to be recorded against the ledger once it ingests.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_011cPyzNnegXHr5iRMzzy5KJ
2026-09-08 10:29:02 -04:00
bvandeusenandClaude Opus 5 8be555d6dd feat(telemetry): tell a ranker decline from a repeat before the observation window opens (#3497)
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Making the rule arms log every call exposed a second ambiguity in the same
row. `result_count == 0` is two unrelated events wearing one number:

  - the ranker found nothing above the bar — the only evidence a threshold is
    set too high; and
  - the ranker found only what this session had already been shown — which
    says nothing whatever about the bar.

A long session excludes its way into the second, so the arm reads worse the
longer it runs correctly. Rows written now carry the ambiguity permanently,
which is why this lands before any watch period rather than after.

`retrieval_logs.suppressed_count` (0095, nullable) holds what the caller
dropped as already-shown. Both rule arms report it; they filter in Python and
always know. The note arms pass exclusions INTO semantic_search_notes and
never see what was dropped, so they store NULL.

THE NULL IS LOAD-BEARING. It means "not measured here", and the readout
renders it as `suppression: null` rather than a zeroed dict. Defaulting to 0
would let an unmeasured surface read as a perfectly clean one — the same
substitution of an artifact for a measurement that #3311 made. No backfill,
for the same reason: existing rows genuinely do not know.

`retrieval_telemetry`'s `sources` gains `suppression` with `measured_calls`,
`calls_with_suppression` and `zero_because_already_shown`; subtract the last
from `zero_result_calls` for the true ranker declines. The MCP tool docstring
says to read the two together and warns against reading the null as a zero.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_011cPyzNnegXHr5iRMzzy5KJ
2026-09-03 21:12:38 -04:00
bvandeusenandClaude Opus 5 8b9b3a1d9b feat(telemetry): the preload emits, and the always-on set stops being unfalsifiable (#3473)
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The ranked rule arm became measurable in M333. The preload did not — and
that is the surface whose value is actually in question. `list_always_on_rules`,
the SessionStart block and every `rules_payload` caller handed rules over
wholesale and emitted nothing, so the resident set's token cost was certain
and its usefulness could not be tested even in principle.

Bulk deliveries now record as AMBIENT, beside the ranked count and never
inside pull-through. Folding them in would mean growing the always-on set
depressed the arm's measured precision and trimming it flattered the arm,
neither for any reason to do with the arm.

`RANKED_SOURCES` inverts the note twin's `AMBIENT_SOURCES` deliberately: there
is one ranked rule source and this change adds seven bulk ones, so naming the
rare half makes a forgotten surface default to ambient — under-counting it —
rather than padding the denominator with surfacings nobody chose.

Two lookalike call sites are deliberately left silent, with a test to keep
them that way: the write-path etag arm and `rules_etag_for` read the rules to
build or compare a MARKER and show nobody anything.

No migration — `event` and `source` are plain Text with no CHECK (rule 36
does not apply). Snippet #2858 updated to the new `rules_payload` contract.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_011cPyzNnegXHr5iRMzzy5KJ
2026-09-02 23:06:40 -04:00
bvandeusenandClaude Opus 5 8901c904a9 feat(telemetry): retrieval_telemetry reports rule pull-through where it reported nothing (#3317)
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Milestone 333 step 3, the read half. Steps 1 and 2 built the table and filled
it; until now nothing read it, and `usage` — sourced entirely from
note_usage_events — described notes only while `sources` happily listed a
write_path_rule row above it. A reader takes the aggregate as covering
everything named above it. It did not.

A SEPARATE `rule_usage` BLOCK, not folded into `usage`. Two reasons, and the
second is the one that bites: the corpora differ by orders of magnitude, so a
blended ratio would be the note ratio with noise on it and the rule arm would
stay invisible inside it; and `usage` is what existing callers already read and
compare across windows, so silently changing what it counts would move a number
nobody was told had changed meaning. There is a test asserting rule events stay
out of the note block.

No `ambient` key, unlike the twin. Nothing surfaces a rule un-ranked —
list_always_on_rules and enter_project hand rules over wholesale but emit no
event — so there is no ambient class to subtract. The absence is a fact about
the data, not an oversight, and it returns when a bulk loader starts emitting.

Guarded separately, like `by_source`. This table did not exist a commit ago,
and an instance running upgraded code against un-migrated schema would
otherwise take down two readouts that work perfectly in order to report a third
that cannot. On failure the FLAG is added and the SHAPE is kept — a caller must
not have to choose between crashing on a missing key and quietly rendering
zeros it has no right to.

`pull_through` is None rather than 0.0 on an empty window, matching the note
block. A ratio of zero asserts "rules were shown and none opened"; with an
empty numerator and denominator that is a claim the data does not support, and
it is the reading that would make a brand-new install look like a broken one.

Also fixed, from #3311: the rule arm never timed its search, so it was the one
source in the readout reporting a null p90_duration_ms — a gap that reads as
"this surface is somehow not measurable" rather than "nobody passed the
number".

Both docstrings updated in the same change. The tool's is the agent-facing
contract (rule 119) and it explicitly said rule surfacings were absent and had
"no usage counter at all". Leaving that would have had a reader conclude the
arm has zero pull-through rather than a separate one.

Tests are integration for the reason the block above them is: real GROUP BYs
and count(distinct) against a table a commit old, in a module whose one
production outage was a SQL shape the database rejected inside a broad except.
A mock would agree with whatever the code does, including nothing.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01TcCs1CcQ1ormdnzSshKqvN
2026-09-02 17:25:11 -04:00
bvandeusen 0d4b155699 feat(telemetry): pull-through per surface, not just per corpus (#3311)
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The readout already grouped usage by source — `group_by(event, source)` —
and the loop directly below it threw the source away, collapsing every
surface into one corpus-wide ratio. So the question a threshold is
actually tuned against, "is THIS surface worth its noise", could not be
asked of any surface, while the data to answer it sat in the table.

`usage.by_source` reports notes_surfaced / notes_pulled / pull_through
per surface. The grain is the note, not the call: a pull records the
door it came through, not the surface that led there, so grouping the
pulled rows by source would answer a different question. Joining
surfaced rows to pulled rows on note_id answers this one without the
session identity #2085 declined to invent — at the cost of being an
upper bound per surface, which the docstring says where it is read.

Ambient surfaces report counts and a null ratio: nothing chose those
records, so "surfaced often, opened never" is not a judgment about them.
A surface that genuinely produced nothing reports 0.0, which must not
look like the null.

The join is guarded separately from the two reads above it. #2663 was a
novel SQL shape the database rejected inside a broad except; this is the
novel shape here, and it must not take down two readouts that work.

Tests are integration for that same reason — a mock passes on a query
Postgres refuses. They pin the distinct-first property (three surfacings
of one note are one note), the ambient null, and the LIKE escape, since
an unescaped `mcp_%` also matches `mcpXget_note` and nothing else in the
payload would show the difference.
2026-08-31 15:52:17 -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 95a37318fc feat(rules): rules become findable by meaning (#3030, milestone 307 step 4)
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Rules were the only major record type with no vector, so `search` could never
return one and a rule could arrive only by being preloaded. That single fact is
what made every rule compete for one always-on budget.

THE DECISION THE TASK ASKED FOR, made explicitly: a sibling rule_embeddings
table, not a polymorphic embedding row. The ROW could have been generalised;
the SEARCH could not. semantic_search_notes is Note-specific scoping end to end
— the visibility clause, the supersession penalty, note_type/task_kind/system
filters — and a rule shares none of it, scoping instead by rulebook ownership
or project. Generalising the row while still needing two searches is the worst
of both: a key with referential integrity to neither table, on the path every
session start runs, to share four columns. What is genuinely common is
BEHAVIOUR — get_embedding, chunk_document, embedding_text, CHUNKER_VERSION —
and those are reused as-is. Sharing them is the DRY win; sharing the table
would have been the DRY costume.

The document shape is measured, not chosen (note 2485). That pass found the
snippet was the only discriminative record in the corpus — a 0.153
top-to-second gap against 0.010-0.023 — and that the cause was its SHAPE:
purpose stated twice in a short single-topic document. rule_document
reproduces it: the trigger in the title AND as the body's first line.

And it excludes `why`, which matters more than any of it. `why` is dated
incident narrative — rule 46's runs to 4,300 characters — and long multi-topic
prose is exactly what made sixteen dev-logs mutually indistinguishable. Adding
it would not give the vector more to work with; it would give every rule the
SAME thing to work with. rule_document takes no `why` parameter at all, so a
well-meaning caller cannot pass one.

A rule with no trigger degrades to title + statement — findable, less sharp.
That is an argument for backfilling triggers (step 6), not for padding the
document with whatever text is nearby.

search(content_type="rule") returns the rule WITH its why and how_to_apply:
they are its operational half, the session payload never carries them, and a
caller who went looking should not have to re-fetch. Writes re-index
fire-and-forget like notes; startup backfills in its own try block so neither
backfill can skip the other. rule_embeddings is derived, so it joins
note_embeddings in the backup's explicitly-NOT-included list.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-26 15:00:49 -04:00
bvandeusenandClaude Fable 5 64bfa5725f feat(telemetry): a read surface over retrieval_logs — the tuning loop had no read half (#2975)
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`retrieval_logs` was write-only. `record_retrieval` inserted rows and nothing
in the tree ever selected from them: the only `select()` over RetrievalLog
lived in a test. So #1038's gate — "build the reranker once telemetry shows
precision is the bottleneck" — was unsatisfiable by construction, and the one
real tuning decision on record (the 0.68 write-path threshold, #2223) had to
be reached by hand-probing the live instance with eight payloads. This adds
the half that was missing.

`retrieval_summary(user_id, days=30)` returns two aggregates side by side,
each read from the table built for it — NOT a join. NoteUsageEvent's docstring
is explicit that the two are complements ("RetrievalLog tunes the threshold,
this tunes the corpus") and that RetrievalLog's JSONB `result_ids` cannot be
indexed at the per-note grain, so correlating through it would be both slower
and less honest than reading each source directly. That corrects the approach
sketched on the task.

  - `sources`, per surface: calls, zero_result_calls, cleared_threshold (how
    often the best hit beat the threshold in force for THAT call), the
    top_score spread as p10/p50/p90/min/max, avg_result_count, p90 duration.
    Zero-result calls are counted apart from low-scoring ones — they are a
    different failure and averaging them together would hide both.
  - `usage`, from note_usage_events: ranked surfacings, ambient surfacings,
    and pulls split into `pulled_by_agent` / `pulled_by_human`.

That split is not decoration. NoteUsageEvent's own comment says the mcp_/rest_
prefix is load-bearing and names #1038 while saying so: "is this dead weight?"
is answered by any pull, "was that injected line useful?" only by an agent
pull. `pull_through` exists to answer the second, so it counts agent pulls
over ranked surfacings; both halves ship so the first stays answerable.

Two things the code made me get right rather than guess:

  - Distinct-note counts get their own queries. `count(distinct note_id)` per
    (event, source) group cannot be summed across groups — a note surfaced by
    two sources is one distinct note and would be counted twice. A wrong
    number labelled "distinct" is worse than no number.
  - No CASE in the GROUP BY. #2663 is the bug where a second case() rendered
    its own expanding bind names, Postgres rejected the query, a broad except
    swallowed it, and every counter read zero in production while mocked tests
    passed. Grouping on raw `source` and classifying in Python cannot fail
    that way. For the same reason the readout distinguishes `read_failed` from
    an empty window, and its tests are integration against real Postgres —
    percentile_cont ... WITHIN GROUP only proves it parses against a database.

Exposed as the `retrieval_telemetry` MCP tool, added to `_READ_ONLY_TOOLS`:
it mutates nothing, but its name carries no read prefix, so the completeness
test cannot derive it and it would otherwise have failed closed for read-only
keys in silence — the same reason `enter_project` is spelled out there. Docs
updated to name both exceptions rather than leave the rule looking derivable.

Scoped to the caller's own telemetry: a retrieval log records what one user's
agent asked for, query text included, and is not a shared record kind — the
owner filter is the whole access rule, not a shortcut past access.py.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-23 22:48:54 -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
bvandeusenandClaude Opus 5 ef1dbdfc86 feat(acl): unify the retrieval scopes; mark shared rows in Knowledge browse
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Closes #2092 and the Knowledge-browse provenance gap.

The two halves of a hybrid search disagreed: the keyword half honoured shares
while the semantic half was pinned to NoteEmbedding.user_id, so a shared record
was findable by wording and invisible by meaning — the case a semantic search
exists to serve. semantic_search_notes now scopes on Note via a `scope`
parameter, and each of its five callers declares which kind of act it is:

  mcp/tools/search.py     read    the agent asked
  routes/search.py        read    the user typed it
  knowledge.py (semantic) read    matches the keyword half beside it
  plugin_context.py       browse  nobody asked; never a one-to-one share
  dedup.py                own     a verdict that blocks a write must not hinge
                                  on another person's notes

That last one is the reason this isn't a single global widening: the dedup gate
returns "update the existing one instead", so matching a stranger's record would
refuse a legitimate create and point at something the caller can't edit. Scope
defaults to "own" so a caller that forgets is wrong in the safe direction, and an
unknown scope raises rather than falling back — a typo there would be a
data-exposure bug.

Auto-inject keeps the browse scope, which still admits a collaborator's note via
a shared project. Its menu line is the only provenance an agent sees, so a
foreign hit now reads: #12 "Title" (0.71) - shared by alex, treat as a
suggestion. MCP and REST search results carry shared/owner too.

Knowledge browse: the feed hydrates cards from /api/knowledge/batch rather than
the list route, so both paths label rows now, and KnowledgeView shows "by
<owner>" on records the viewer doesn't own.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01RLwAaV4DQEmVyn496HnEvt
2026-07-25 23:06:52 -04:00
bvandeusenandClaude Opus 4.8 807f478cac feat(search): retrieval telemetry — log every semantic retrieval
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Add retrieval_logs (migration 0068) + services/retrieval_telemetry with a
fire-and-forget record_retrieval(), wired into the MCP search tool
(source=mcp_search) and the REST search route (source=rest_search). Captures
query, effective params, and the per-result score distribution so KB-injection
thresholds can be tuned from data rather than guessed.

Scribe: project 2, milestone 93, task 1032.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Xz4j1H7pjYSjKsEpgcNH5E
2026-06-22 20:10:15 -04:00
bvandeusenandClaude Opus 4.8 e3c6124912 feat(mcp): make Scribe reflexively recall + scope reads to the active project
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The MCP surface advertised writing well but recall poorly, and project
scoping had no anchor that survived past enter_project's snapshot:

- search / list_notes dropped the project_id their services already
  support, so a scoped search was impossible — every query swept all
  projects and bled unrelated work into the session.
- The tool descriptions were mechanical ("Semantic search over the
  user's notes and tasks") with no trigger telling Claude WHEN to reach
  for them; the server instructions were all write-discipline and said
  nothing about searching before answering or starting work.

Changes:
- search, list_notes: add project_id param, wired to the service.
- search, list_notes, list_tasks: trigger-worded descriptions that push
  passing the active project's id and reserve project_id=0 for a
  deliberate cross-project sweep.
- _INSTRUCTIONS: add a 'Reach for Scribe to RECALL, not just to record'
  block — search before answering/starting, check for an existing ticket
  before create_task, scope reads to the active project (which does not
  stick on the server).

Paired with always-on rule #75 in the FabledSword-family rulebook.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-04 22:43:55 -04:00
bvandeusenandClaude Opus 4.8 b255a0f90e refactor: rename package fabledassistant -> scribe (code-only)
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Renames src/fabledassistant -> src/scribe and all imports, plus the
default DB name and DB user/password (fabled -> scribe) in config +
compose. 952 refs / 154 files. Reverses the old 'internal name stays
fabledassistant' convention.

Code-only: live databases are still physically named 'fabledassistant'.
Deployed environments must set POSTGRES_DB / POSTGRES_USER (or rename the
DB) since the defaults now resolve to 'scribe'. Repo (FabledScribe), git
host (fabledsword), MCP (fabled-git) and the image name (fabledscribe)
are intentionally unchanged.

ruff check src/ clean locally; CI (typecheck + pytest) is the gate.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-03 15:48:35 -04:00