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bvandeusenandClaude Opus 5 d5f96563fd feat(rules): a slot a preference cannot lose (#3894)
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Milestone 399 step 4. A rule and a preference are not equally served by one
ranking, because their losses are not equal:

  - a RULE crowded out at the prompt boundary still fires at an act arm. A
    push reaches pre_tool_rule, a write reaches write_path_rule. The prompt
    hit is a preview of a second chance.
  - a PREFERENCE about how to answer has no second chance. The response IS
    the act, so crowded out there it is never delivered at all.

A straight ranking therefore favours the record whose loss is recoverable
over the one whose loss is total, and does it INVISIBLY: the rule that won is
a legitimate hit, the telemetry reads healthy, and the only symptom is a
preference that quietly never arrives. reuse_slot exists for the same shape
one corpus over (#2463).

`semantic_search_rules` gains a `kind` filter, so the slot's query can only
answer with what the slot is for. Verifying afterwards would be weaker — an
unfiltered search that happened to return a rule would spend the slot on it,
and that line would be indistinguishable from one that earned its place.

THE SLOT BUYS POSITION, NOT A LOWER BAR, matching reuse_slot. A weak
preference cannot buy it, so silence stays the default. The task asked for a
separate threshold; I did not add one, and the reason is that the worry
behind it — reading a miss rate as a fact about preferences — is answered by
`preference_slot` being its own logged source, where best_available_id names
which preference was refused. A knob added on a guess is a way to
misconfigure the surface; a bar moved on evidence is an argument. The
evidence arrives on its own now.

IT EXTENDS, IT NEVER DISPLACES — and here it parts from reuse_slot, which
evicts its menu's weakest hit. A displaced hit sits in prompt_rule's
retrieval_logs row while never being surfaced, so that source's two tables
stop agreeing and #3668's identity breaks for a reason nothing in the data
explains. Milestone #379 is what losing that identity costs: five steps
planned against two counters disagreeing, not a write path dropping rows. One
extra line in a rare case is the cheaper price.

It also runs BEFORE the bail-out. An empty general result is not proof no
preference qualifies: that search overfetches by distance then collapses, so
a preference ranked below the window is invisible to it while a kind-filtered
query finds it at once. Bailing first would make the slot dead in exactly the
corpus it exists for.

One existing assertion repinned from a bare call_count to a per-source
filter: the slot logs its own query on the same call, and a count would pin
the number of arms rather than the property — going red the next time one is
added, which is rule 167's false alarm about the thing it protects.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_011cPyzNnegXHr5iRMzzy5KJ
2026-09-11 08:44:24 -04:00
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 8406871085 fix(plugin): the instruction surfaces still said every rule binds (#3849)
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Step 3 shipped a line a session can receive — "Preference that may apply
here …" — into surfaces that told it, in the most authoritative voice it
has, that anything arriving in that shape is binding. That is the confusion
milestone 399 exists to prevent, arriving through the one channel a session
has least reason to doubt.

Silent in both directions, which is why it could not wait for step 6. A
session treating a preference as a rule refuses to proceed over something
the operator merely preferred; and it loses the whole reason preferences
exist, which is that they are brought up to date rather than obeyed.

Three surfaces, each to its own budget:

- SKILL.md gets the full account: kind decides force, the injected line names
  which in its opening words, and a preference is the one record a session
  keeps current itself (update_preference, with what taught the change).
- scribe_static_context.md gets six lines — enough to tell the kinds apart
  and to say a preference is yours to update.
- _INSTRUCTIONS gets four words. It is a MAP at 1978 of its 2000-char budget
  (#2562), and the detail belongs in the surfaces above and in the tool
  docstrings, which is what that budget exists to force.

Guarded so it cannot drift back: a surface that claims rules bind must name
the kind that does not. Pinned on the CLAIM rather than the word "bind",
because a bare substring also matches bind_repo, list_repo_bindings and
server.py's DNS-rebinding comment — a guard that would one day fail a skill
about repo binding is rule 167's named failure, raising a false alarm about
the very thing it protects. Falsified against all three surfaces losing the
mention.

Plugin version minted: the cache refreshes only on a version bump (#2209),
so a skill edit without one reaches no installed plugin.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_011cPyzNnegXHr5iRMzzy5KJ
2026-09-10 23:20:04 -04:00
bvandeusenandClaude Opus 5 26e0dff706 feat(rules): a preference does not speak in a rule's voice (#3849 step 3)
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Two independent axes on one hint line. `kind` decides the head, `seen`
decides the tail, and neither reads the other — which is what let a second
kind arrive without reopening #3750's repeat question. Whether a record is
already on the exclusion ledger has nothing to do with how much force it
carries, so the seen branch is shared verbatim.

The noun carries the whole visual difference, deliberately. A reader skimming
an injected block gets one word to place the register, so the word that moves
is the one naming force: "Standing rule" / "Preference". Everything
structural after it is identical, so the kinds read as one set rather than
two formats.

Force is asserted in exactly one other place, and that moves too. A rule's
line says to read it BEFORE DECIDING IT DOES NOT APPLY, because dismissing a
rule unread is how the thing it prevents happens. A preference makes no such
claim: it says where to find HOW THIS HAS BEEN DONE BEFORE, and following it
buys consistency rather than correctness.

Guarded on both places at once. Pinning the noun alone would pass a line
reading "Preference … before deciding it does not apply" — label swapped,
instruction kept — which is worse than not distinguishing them, because it
looks handled.

And a guard on the independence claim itself, exercising all four
combinations: the way this breaks silently is a seen branch that grows a kind
test, leaving one combination rendered by nobody's intention.

Noted, not fixed: plugin/skills/using-scribe/SKILL.md still says "Standing
rules are binding" with no room for a kind that does not. That surface is
step 6's.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_011cPyzNnegXHr5iRMzzy5KJ
2026-09-10 22:04:14 -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 c63172272d feat(rules): a preference is a rule that does not bind (#3849 step 1)
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Adds `kind` to rules — `rule` binds, `preference` is how the operator wants
work done. One column, because the two differ in exactly one dimension and
everything else a preference needs already lives on `rules`: a trigger
column, a trigger-dominated embedding document, ownership-scoped search,
three retrieval arms with telemetry, typed relations, and versioning.

Defaults to `rule`, so nothing changes force on upgrade — 0088's argument
for `tier`, unchanged.

`rule_versions` gets the column too, and that half is not bookkeeping.
`record_if_changed` decides whether an edit deserves a snapshot by comparing
the fields a version carries, so a field absent from SNAPSHOT_FIELDS is a
field whose change records no history at all. Without it, turning a rule
into a preference — the moment something stops binding, and the single most
consequential edit either kind can undergo — would leave the history silent.

Backup carries it through all four seams. A missed one would have restored
every preference as a rule, quietly.

Guarded on real Postgres in three halves: a preference writes, a typo is
refused (without which every other assertion would pass against a table
whose CHECK had been dropped), and a row written with no kind reads back as
`rule` — the migration's whole safety claim, asserted rather than assumed.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_011cPyzNnegXHr5iRMzzy5KJ
2026-09-10 21:14:29 -04:00
bvandeusenandClaude Opus 5 c4908f093f feat(rules): a repeat is referenced, not withheld (#3750, #3752)
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Both arms used to drop a hit already on the session's exclusion ledger
and emit nothing. That is correct only while the session still HOLDS
what it was told, and a compaction breaks exactly that: the earlier
injection is summarized away while the id stays on the ledger, leaving
the rule absent from context AND unreachable for the rest of the
session. #3749 closed the compaction half by clearing the ledger; this
closes the ordinary half, where a session simply stops holding a line
it read an hour ago.

Only ONE CLAUSE of the existing line is false on a repeat — the claim
that the rule is not in the session's loaded set — so only that clause
changes. The fresh line is byte-identical to what it was.

Both tails now come from one `_rule_hint_line`. The arms phrase their
heads differently on purpose; everything after must not differ, and
#3497's history is that the pre-tool arm inherited a defect by being
modelled on its sibling rather than sharing with it.

THE BUDGET DECISION, recorded at RULEHINT_LIMIT. A repeat competes for
the single slot on rank alone: nothing is fetched behind it, and it
never rides alongside as a second line. Promoting a fresh rule past a
better-ranked repeat would reinstate the withholding one rank deeper,
and a second line is the one thing the limit exists to forbid. The
consequence is deliberate — a rule that keeps ranking first for a
recurring situation keeps being referenced, and its decay belongs to
exclusion ageing (#3751), not to a first-place rule being demoted for
having won before.

THE TELEMETRY, decided before shipping rather than after a number moved
(#3752): nothing changes. A reference is a RENDERING decision, not a
retrieval outcome. `results` stays `fresh`, `suppressed` stays
len(hits) - len(fresh), and `record_rule_surfaced` still counts only
what the arm freshly chose. This matters more than it reads: the naive
implementation drops the `fresh` filter and takes suppressed_count to
zero everywhere — and #3739's near-miss fix identifies repeat-caused
zeros by `suppressed_count > 0`, so the contamination corrected on
2026-09-08 would return by a different route, in the same field, with
the fix still in the code and no longer working. A test asserts the
counters as unmoved, because "nothing changed" is only worth something
if it is checkable.

Also corrects two comments that outlived #3702 — both arms still
claimed CONDITIONAL ONLY while the module-level note above
RULEHINT_LIMIT said the opposite, in the exact code this change edits.

GUARDS

- an already-held hit produces a rule line at all (the regression),
  asserted on `get_rule(<id>)` rather than a truthy context: the
  write-path arm fills its context from four other sources, so
  truthiness passes under the OLD behaviour and pins nothing there.
- the two tails are distinguishable, each excludes the other, and
  neither injects the rule statement — the budget claim, both branches.
- the counters are unmoved, per #3752.
- test_a_rule_the_session_already_holds_is_not_re_offered asserted the
  old contract (`"161" not in context`). Repinned rather than deleted:
  the telemetry half of what it protected still holds.

Repinned the #3497 log-placement guard on structure (rule 167). It
read `body.index("if not fresh:")` — a local variable NAME, not the
property. This change renames that guard to `if not hits:`, so the
old assertion would have raised ValueError and reported #3497 as
back while the arm was entirely correct. Now walks the AST for the
first early return after the search and asserts the call row is
written before it. Falsified both ways: it fails on the #3497
mutation, and it refuses to pass when no early return exists at all.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_011cPyzNnegXHr5iRMzzy5KJ
2026-09-09 21:48:50 -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 277f5df515 fix(telemetry): write_path reported records it withheld itself as near misses (#3739)
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Found by verifying the previous fix on live data — the check that fix was
meant to make possible.

    write_path   near_misses.max  0.822    p90 0.7521
                 top_score.min    0.6857   so the bar is at or below this

A "rejection" that outscored every acceptance, and not one outlier: the p90
is above the bar too.

#3739's fix keyed on `suppressed_count`, and I justified its NULL branch as
"null means the caller passed its exclusions INTO the search, so the score
is already post-exclusion". That holds for auto_inject and reuse_slot, both
of which log the RAW search output and do their Python filtering after. It
does not hold for write_path, the one note arm that filters TWICE:
`exclude_ids` takes `seen - pulled_seen` into the search, but the
pulled-and-seen ids stay in the query on purpose — the arm's query doubles
as the resemblance test — and are dropped afterwards in Python. So the row
carries a POST-filter count beside a PRE-filter score.

The suppression column cannot rescue it the way it does for the rule arms.
This arm's count would be PARTIAL — covering the drops made here and not
the ones `exclude_ids` made inside the search — and a partial number under
a name that reads as complete is the substitution this milestone exists to
stop.

So it reports null whenever its own filter removed anything: not measured
on this call, because the bar was not the only thing that turned something
away. Calls that withheld nothing keep reporting, which is most of them.

Both directions are asserted. Without the second test, setting the field to
null unconditionally would pass the first while deleting the measurement
#3670 was built for.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_011cPyzNnegXHr5iRMzzy5KJ
2026-09-09 00:34:11 -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 277aea58e4 test(telemetry): pin the identity that falsified this milestone (#3668)
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Reverts the deliberate break from 5e19a1b. `plugin_context.py` is now
byte-identical to before it; the only change against that baseline is the
guard itself.

FALSIFIED, not argued (rule 167). CI run 6046 with `results=hits` in both
arms failed exactly the predicted four cases —

    [one-already-held-write_path]   FAILED
    [one-already-held-pre_tool]     FAILED
    [all-already-held-write_path]   FAILED
    [all-already-held-pre_tool]     FAILED
    [nothing-held-*]                passed

— and the nothing-held cases passing is the point, not a gap: with no
exclusions both recorders see the same list however wrongly they are
wired, so that case can never discriminate and a guard built only from it
would read as coverage while catching nothing.

WHAT IS PINNED. Both arms build one `fresh` list and hand it to two
recorders in one function, so the call log and the surfacing log cannot
disagree about what a single call showed. Ids, not counts: equal counts
drawn from different lists is a real way for this to break, and a count
comparison would call it agreement.

Three hits, where production returns at most one. The identity holds at
any limit because both recorders read the same list, and stating it that
way survives RULEHINT_LIMIT moving again — it has moved once already
(2 → 1, 2385100), and that move is half of why the original
reconstruction misread its own numbers.

NOT DONE, deliberately: the readout-level self-check the task also
proposed. `cleared_threshold` counts CALLS that beat the bar while
`surfaced` counts RULES, so that identity holds only while the limit is
1 — it would fire on a healthy system the moment the limit rises. The
arm-level form has no such coupling, which is why the guard lives here.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_011cPyzNnegXHr5iRMzzy5KJ
2026-09-08 13:36:03 -04:00
bvandeusenandClaude Opus 5 5e19a1b028 test(telemetry): FALSIFICATION — prove the identity guard can fail (#3668)
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Deliberately broken, reverted in the next commit. Rule 167 requires every
guard be falsified against the regression it names before it is trusted,
and rule 10 puts CI as the only place that can run it — so the failure has
to be made to happen here rather than argued for.

The guard: both rule arms feed one `fresh` list to two recorders, so the
call log and the surfacing log cannot disagree about what one call showed.

The regression: `results=fresh` becomes `results=hits` in both arms, so
the call log counts what the ranker found while the surfacing log counts
what was shown. That is not a hypothetical shape. It is exactly the
divergence that would make a correct system report a lost write when the
two tables are later compared in aggregate — the reading that scoped this
milestone at five steps against a defect that did not exist.

Expected red: the one-already-held and all-already-held cases on both
arms. The nothing-held case must still PASS — with no exclusions both
recorders see the same list however wrongly they are wired, which is why
it could never have been the discriminating case.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_011cPyzNnegXHr5iRMzzy5KJ
2026-09-08 13:31:49 -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 950c93c5d4 fix(telemetry): the coverage helpers were defined inside the function they serve (#3712)
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`_complete_from` and `_coverage` landed between `retrieval_summary`'s
docstring and its body. Python does not object to that the way it looks
like it should: blank lines do not close a block, so the whole remaining
body — indented four spaces, sitting after `_coverage`'s `return` —
became unreachable code INSIDE `_coverage`, and `retrieval_summary`
became a function that is nothing but a docstring.

The error surfaced three ways at once, none of which named the cause:
fourteen F821s for `days` and `user_id` (real: those are
`retrieval_summary`'s parameters, and the body no longer lived there), a
SyntaxError on `async with` (real: `_coverage` is sync), and every test
module that imports this file failing to collect.

Moved both helpers above `retrieval_summary`, beside `_bucket` and
`_round`, where the file's other helpers already are. No behaviour
change — this is the code that was meant to be there.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_011cPyzNnegXHr5iRMzzy5KJ
2026-09-08 10:34:57 -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 dd1e6e2645 feat(rules): the rule arms stop filtering the corpus to one tier (#3702)
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Both arms passed tier="conditional", on the reasoning that an always-on
rule is already in the session so re-surfacing it is pure noise. That
conflates two different things:

  PRESENT IN CONTEXT    the rule was delivered at session start
  SALIENT AT THE MOMENT the rule is in front of the reader when the action
                        it governs is about to be taken

A rule handed over in a list at turn zero is present while a session writes
a config value three hundred turns later. It is not surfaced. So the filter
did not skip a redundant hint — it made a whole class of rules permanently
ineligible for the only mechanism that puts a rule in front of an agent AT
the moment, and the more important a rule is, the likelier it sat in that
class.

Underneath, the filter was doing the THRESHOLD's job. Whether a rule belongs
in a hint is a relevance question and a similarity bar is the control for
relevance. A categorical exclusion standing in for a relevance judgment
cannot be tuned, cannot be measured, and cannot be wrong in a way anybody
notices.

MEASURED, NOT SETTLED. The old comment's fear is real: a hint that fires on
every write and says obvious things teaches the reader to skip the block. It
had simply never been checked, and retrieval_logs already records the scores
to check it with. Rules clearing often and high means the fear was justified
and the BAR is the work; rules clearing rarely in a thin band means relevance
was always sufficient.

Only eligibility moved. The bar stays at 0.72 and k stays at 1, so the
resulting distribution has one cause — and k=1 bounds the blast radius: a
wider pool can change which rule surfaces and how often, never how long a
single hint gets.

The threshold rationale's first premise ("the eligible corpus is TINY —
tier=conditional only") is updated rather than deleted: a larger pool makes
clearing the bar mean MORE, so that argument weakened, and the bar was left
alone anyway rather than move two variables at once.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_011cPyzNnegXHr5iRMzzy5KJ
2026-09-08 00:24:02 -04:00
bvandeusenandClaude Opus 5 c3ecdf0972 feat(rules): the rule gate becomes a practice with a question, not a prohibition (#3557)
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The first cut opened "NOT YOURS TO CALL UNPROMPTED", and that is the wrong
instrument. A caller reading a prohibition stops NOTICING rule-shaped things
rather than noticing them and asking — which trades a small failure for a
larger one. The wanted behaviour is more proposals, not fewer.

So both docstrings now describe the practice: propose readily, state the
four things, and close with a question the operator answers in one word —
approve it as written / let's talk about it / no. Named options where the
interface has them, three written-out options where it does not.

"Approve it as written" is what makes element 1 load-bearing: they approved
TEXT, so that text is stored verbatim. "Let's talk about it" is framed as
the expected answer rather than a setback. "No" routes the observation to
create_note, which records without binding.

The argument for asking is also better than consent. The operator's yes is
the one moment the rule is certainly in front of them: afterwards a
conditional rule is not read aloud at session start, and a project rule is
absent from an unfiltered list_rules(). The proposal IS the review.

Guard gains the answers-offered-back element and drops the wording that
forbade; its header records why the framing changed, so the prohibition does
not get reintroduced as a tidy-up.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_011cPyzNnegXHr5iRMzzy5KJ
2026-09-04 20:11:42 -04:00
bvandeusenandClaude Opus 5 1a34363059 feat(rules): the rule-creation tools ask for approval, and ask what would enforce it (#3557)
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Every gate on create_rule and create_project_rule was about SHAPE — rule vs
process vs snippet, one-thing-you-could-violate, general-enough, not-a-dupe.
All of them improve a rule someone has already decided to write. None asked
the prior question: has the person this will bind agreed to be bound by it?

Both docstrings now open with the gate, and with the four things a proposal
carries: what it would require in the words it would carry, its intent, why
now, and how it would be enforced.

The fourth is the one that decides it. "A test, a CI check, a hook, a schema
constraint... or nothing" is a question that sometimes dissolves the rule:
what a test can assert should BE that test, and a rule is what is left when
nothing mechanical can hold the thing. A rulebook grows by default and
shrinks only on purpose.

create_project_rule needs the gate more, not less, and says so: a project
rule is absent from an unfiltered list_rules(), and a conditional one is
absent from session start too, so one written there can bind for months
without ever having been in front of the person it binds.

test_rule_creation_asks_first pins structure, never wording — each element
matches a family of synonyms, and the gate must precede the Args: block,
because a caller who has decided to make the call reads the parameters and
not the prose under them.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_011cPyzNnegXHr5iRMzzy5KJ
2026-09-04 20:02:05 -04:00
bvandeusenandClaude Opus 5 30d87e461a feat(rules): the instruction surfaces say to RETRIEVE a rule, not only to receive one (#3523)
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Every instruction surface told a session to load the always-on rules and
stopped there. None said the loaded set is partial, so an empty one read as
"no rule applies" when it only ever meant "none was pushed" — different
claims, and only one of them has been checked.

That is #2198's asymmetry one level in. The earlier defect was trusting the
SessionStart push over the explicit pull; this is trusting the resident TIER
as if it were the whole rulebook.

It is also why the always-on tier was the only one that worked, on any install
rather than this one (rule 115): a rule nothing retrieves must be resident to
bind at all, and a resident rule costs tokens in every session forever — so a
rulebook that only delivers cannot grow past what one session holds.
Retrieval lifts that ceiling, and it fires only if something asks. A
tool-choice reflex asks least of all (#3476, #161).

The same obligation now lands on all three session-start surfaces, because
rule 119 makes them the specification jointly and a surface stating it
differently IS the product behaving differently (#2497). Pinned by
test_every_session_start_surface_states_the_conditional_retrieval, mirroring
the pull test beside it.

THE BUDGET TRADE. _INSTRUCTIONS sat at 1978 against a 2000 test budget, and
its own comment says an addition there is a trade, never an append. Bought the
new clause by trading out "Processes are saved procedures (follow verbatim)"
and "Deletes are trash-recoverable" — both already in DISPLACED_TOPICS and
already stated on a delivered surface, and both per-tool guidance, which by
this block's doctrine belongs in the tool docstring. Now 1976. Recorded in the
comment above the block so it is not silently reversed.

Plugin version minted: shipped plugin content moved.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_011cPyzNnegXHr5iRMzzy5KJ
2026-09-03 21:41:53 -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 154a5de13e fix(telemetry): both rule arms logged only their hits, so the clear-rate could only read 100% (#3497)
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`write_path_rule` reported `zero_result_calls: 0` and `cleared_threshold:
133/133` — a perfect record no other surface comes near (`write_path` 421
zeroes of 613, `reuse_slot` 124/199, `auto_inject` 114/326). #3311 read that
as a measurement and milestone 333 was scoped on it.

It was an artifact. Both arms called `record_retrieval` inside a guard on
having results — the write-path arm behind `if fresh:`, the pre-tool arm
below `if not fresh: return out` — so a call that found nothing wrote no row.
The statistic was a fact about the shape of the code, true at any threshold
whatsoever.

The call log moves out of the guard in both arms. The surfacing log stays in
it: nothing was shown, so no surfacing occurred. `results=fresh` is kept
deliberately — the note arms pass exclusions into `semantic_search_notes`, so
what they log is already post-exclusion, and logging `hits` here would make
this row mean something other than every other row in the same readout.

The defect bites hardest on the pre-tool arm, which fires on every Bash call:
with no rows at all, a ranker that declined is indistinguishable from a hook
that never fired — the silent failure the arm exists to stop.

Tests cover both arms behaviourally (found nothing; found only what the
session already held; searched nothing at all, which must stay silent) plus a
structural guard, because this was one level of indentation and it appeared
independently in two places.

#3311 and the `rule_usage` docstring corrected rather than quietly rewritten.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_011cPyzNnegXHr5iRMzzy5KJ
2026-09-03 06:57:13 -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 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 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 238510080e feat(retrieval): the standing-rule arm gets its own bar, and asks for one rule not two (#3318)
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Milestone 333 step 4 — the split #2223 made one surface down, now made for the
third corpus. The arm inherited WRITEPATH_DEFAULT_THRESHOLD = 0.68, a number
measured against code-vs-note-PROSE and never re-derived for code-vs-RULE-TEXT.

THE DEFAULT IS ARGUED STRUCTURALLY, NOT READ OFF A HISTOGRAM (rule 115). Two
facts hold on any install, including one with six rules and no telemetry:

- The eligible corpus is tiny — conditional rules only, a handful to a few
  dozen against thousands of notes. A top-k over forty candidates always
  returns something, so "the best match cleared the bar" stops meaning "a good
  match exists". A bar calibrated for best-of-thousands is cleared by
  best-of-forty as arithmetic, not relevance.
- Rules are short imperative technical English, far more homogeneous than note
  prose. #2223 put the code-vs-prose floor at 0.55-0.63 and set 0.68 above it;
  a more homogeneous corpus has a HIGHER floor, so 0.68 is not merely
  inherited, it sits below where this corpus's noise lives.

0.72 errs deliberately toward silence on an asymmetry that is also structural:
this hint fires on EVERY write. A missed rule is recoverable — it is still in
Scribe and the agent can search it. A hint that cries wolf is not: it teaches
the reader to skip the whole block, and the true positives go with it. The
arm's own comment already said "noise on a hint that fires on every write is
how a hint gets ignored".

Pinned as an INEQUALITY, not a value: test_the_rule_bar_defaults_above_the_code_bar
asserts RULEHINT > WRITEPATH, so tuning the number stays free while inverting
the relationship — which would silently reinstate #3311 — does not.

RULEHINT_LIMIT = 1, and deliberately not a knob. With a corpus this small, k=2
means the second line is almost always the second-best noise wearing the same
confident framing as the first; halving k halves that regardless of the bar.
It stays a constant because it is a decision about how loud one hint may be,
not a per-install tuning question — and a knob nobody turns only adds a way to
misconfigure the surface.

Reachable from Settings, no restart (rule 25), with copy that says which way to
move it and points at retrieval_telemetry's rule pull-through — which step 3
made readable — to tell "arriving unread" from "never arrived".

Every config stand-in in the suite gained the key, not just the one that
noticed. The arm reads `rule_threshold` while BUILDING its search arguments, so
a missing key raises inside its fail-open except and turns the arm into a
silent no-op — indistinguishable from it running and finding nothing. That is
the same vacuous-pass shape that bit step 2, one layer down (rule 33).

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01TcCs1CcQ1ormdnzSshKqvN
2026-09-02 18:05:00 -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
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 111eef7e30 fix(telemetry): the user-scoped rule_usage export read _rule_ids before it existed (#3315)
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Ruff F821, twice, on the same two lines. The query was placed next to its
note-usage counterpart — which reads `note_ids`, defined much earlier — while
`_rule_ids` is not built until forty lines further down, beside the rules
themselves. Moved to sit directly after the `rule_versions` query, which is the
other consumer of that variable and the block whose scoping argument this one
restates.

Worth noting what did NOT catch this. The integration round-trip passed on the
same commit: it drives `restore_full_backup` against a hand-built payload, so
it exercises the import side and the full export, and never calls
`export_user_backup` at all. A per-user export of any account owning a rule
would have raised NameError at runtime. The lint lane found it because a
static check does not need the path to be reachable by a test.

The comment moved with it and got sharper, since the hazard is that the
plausible column is the wrong one: `user_id` on a usage row is whoever the arm
fired FOR, not who owns the rule, so scoping a per-user export by it would
carry this user's surfacings of someone else's rule and drop the ones fired for
someone else on theirs.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01TcCs1CcQ1ormdnzSshKqvN
2026-09-02 16:56:54 -04:00
bvandeusenandClaude Opus 5 8826be7a91 feat(telemetry): rule_usage_events — the table, the service, and a restore that maps rule ids through the rule map (#3315)
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Milestone 333 step 1. The write-path standing-rule arm is the only retrieval
surface in Scribe whose usefulness cannot be observed — and, not
coincidentally, the only one that has never declined to fire. 296 calls, zero
zero-result, 100% clearing its threshold, while every other surface declines
most of the time (#3311, and re-measured in note #3430). `retrieval_logs`
gives it scores; scores say what the ranker thought, never whether the hint
landed.

WHY A SIBLING TABLE AND NOT A COLUMN ON note_usage_events. The row carries no
note-specific field and the readout is the same shape, which is the strongest
case for sharing that note #3163 admits. What decides against it is identity at
RESTORE: the note importer maps note_id through note_id_map, so a rule id
parked in that column comes back attached to whatever note holds that number in
the target database. Not dropped — reattached. The restore reports success, the
counters are populated, and every one is about the wrong record, with no other
field to disagree with. rule_versions made the same call for the same reason;
this is the third rule-side sibling and it reads like the first two.

FK-free on rule_id and user_id, matching note_usage_events / retrieval_logs /
app_logs, and deliberately unlike rule_versions. A version belongs to a rule's
history and dies with it; telemetry outlives what it describes. Deleting a rule
must not erase the evidence that it was surfaced forty times and opened never,
because that evidence is the case for having deleted it.

The service uses `background.spawn` rather than a third copy of the
strong-reference dance — that module's own docstring says new callers should,
and a fourth copy is how one of them drifts. The AppLog canary #2663 demands is
kept, and since `rule_usage` needed exactly `note_usage`'s semantics, that
canary moved into `background.report_telemetry_failure` and note_usage now
calls it. `retrieval_telemetry` deliberately keeps its own: its canary is a
different shape (one process-wide flag, no AppLog row), so repointing it would
change behaviour rather than consolidate it.

No ambient bucket, and that is a decision. The note twin splits ranked from
ambient surfacings because enter_project and the skill sync deliver records
without choosing them (#2477). Rules have the same problem waiting —
list_always_on_rules loads them wholesale — but nothing emits here yet, so an
empty AMBIENT_SOURCES would be machinery pretending to a distinction the data
does not contain. `source` stays granular, so the split stays a readout-level
change needing no migration.

Backup carries it (v14). The round-trip test seeds a NOTE alongside the rule so
the target database has a note id to collide with — without that decoy, a
restore running rule ids through the wrong map would merely drop them and the
test would pass by absence, rather than failing on the populated-and-wrong
result that is the actual hazard.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01TcCs1CcQ1ormdnzSshKqvN
2026-09-02 16:55:22 -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
bvandeusen 9d8104f7a5 fix(embeddings): key_share alone is FOR NO KEY UPDATE, not FOR KEY SHARE (#3262)
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SQLAlchemy spells Postgres's four row locks as a read/key_share pair, so
`with_for_update(key_share=True)` renders FOR NO KEY UPDATE — an
exclusive lock that two refreshes of the same record would fight over,
and that an ordinary concurrent edit would block. The claim needs
`read=True` as well to be the FOR KEY SHARE the docstring describes.

Caught by the unit test that compiles the statement, which is the whole
reason it asserts on the rendered lock mode rather than on behaviour
that looks identical either way.
2026-08-31 08:13:29 -04:00
bvandeusen 7827b4ce63 fix(embeddings): the index refresh loses the race it used to deadlock (#3262)
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An embedding refresh replaces a record's vectors as delete-then-insert,
which takes the chunk rows first and the parent row second (via the
insert's foreign key). A cascading delete of the parent takes exactly
those two locks in the other order. Postgres calls the cycle a deadlock
and kills one side: sometimes the detached embedder, silently, and
sometimes the user's delete, as a 500 on an operation that should have
worked.

Both upserts now claim the parent row with FOR KEY SHARE NOWAIT before
touching any chunk row. That removes the cycle instead of narrowing it —
either the embedder is first and the delete queues behind it, or the
delete already holds the row and the embedder loses at once, which is
the side designed to lose. FOR KEY SHARE is the lock the insert would
take anyway, so an ordinary edit is unaffected.

The note twin, recorded as unverified on the issue, has the same shape
and the same fix; a trash purge is the hard delete that reaches it.

Unit tests pin the ORDER and the lock mode by compiling the statement;
the integration pair holds a real delete open in one transaction and
proves the embedder returns having written nothing, with a deadline so
a regression fails instead of hanging.
2026-08-31 08:09:09 -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 7985f8c7d7 fix(scribe): a delete must not depend on the lookup that names it (#3273)
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CI caught the naming work reaching for Postgres from the unit lane, and the
connection error was the symptom of a real design fault rather than a test
gap: reading the title BEFORE the delete put a live query on the delete path,
so a lookup that failed would have stopped the delete happening.

That is a decoration breaking its payload — the same mistake just fixed in
rules_etag, made again two commits later. Every title lookup now fails open:
delete_task, delete_note, delete_milestone, delete_snippet and rule_history
lose the name, never the operation.

The five unit tests mock the lookup rather than reaching for a database, and
delete_note gains one asserting the delete still happens when the lookup
raises — the behaviour, not just the absence of a crash.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-30 13:17:52 -04:00
bvandeusenandClaude Opus 5 efabba58dd fix(rules): the staleness signal must not wait for prior art to match (#3244)
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CI caught two things, and the first is the feature not working rather than a
test being wrong.

THE SIGNAL WAS GATED ON A COINCIDENCE. build_write_path_hint returns early
when no prior art, stamp, divergence or derive matched, and that guard sat
ABOVE the new arm — so a session whose rules had changed was told only if the
file it happened to be editing also matched something else. A staleness
signal that fires on that coincidence is not a staleness signal. The arm now
runs above the guard, collecting into its own list that `lines` is seeded
from, and the guard accounts for it.

The standing-rule arm (milestone 307) is deliberately LEFT below that guard,
and this is a finding rather than a fix: it has the same gating and probably
should not, but it runs a SEMANTIC search, so lifting it would put an
embedding query on every write in every session. That is a cost decision, not
a bug fix, and not this task's to make.

THE MARKER MUST NOT BREAK THE PAYLOAD IT DECORATES. rules_etag is computed on
the SessionStart path, where `max()` raising costs the whole context payload
— every rule title, the project, all of it — to save a hint. A row with no
usable timestamp is now skipped and a set with none degrades to a count-only
marker, which still catches a rule added or deleted and only loses edits.
That is the right way round to lose information. CI found it because
build_session_context's tests pass MagicMock rules and `max()` over those
raises TypeError.

Also: list_always_on_rules on an install with no always-on rulebooks returns
`rules_etag: "empty|0"`. Its exact-dict test is updated rather than loosened
— the key being present on an empty install is the behaviour, not noise.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-30 13:10:04 -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
bvandeusenandClaude Opus 5 6fa66f202b feat(rules): an edit leaves behind what it replaced (#3241, milestone 323 step 2)
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`update_rule` now snapshots the rule's text before it writes. Rescoping rule
79 meant hand-copying the superseded statement into a task log to keep it
(#3237); the history is that, done by the write path instead of by somebody
remembering.

The snapshot is taken BEFORE the field loop, which is the one ordering that
matters. `update_rule` drops `verified_at` when `verify_with` changes, and
rewriting a check is exactly the edit whose history is worth most — a
snapshot taken afterwards would file the NEW check against the OLD wording.
Taking it up front also covers `clear`, which is a separate argument from the
field loop and is how a rule that stops being a constraint loses its check
entirely.

Session-bound rather than opening its own like note_versions.create_version:
the version and the edit that caused it commit together, so a failed update
cannot leave a history entry for an edit that never happened.

Two guards from the sibling are deliberately absent, and both are now pinned
by tests rather than only by comments — "make it consistent with
note_versions" is a plausible-sounding change that would silently start
dropping history:

- No MIN_VERSION_INTERVAL_SECONDS. That 300-second gate exists because note
  autosave fires every 60. Every version here comes from a deliberate
  update_rule, so three edits in one second are three edits.
- No MAX_VERSIONS and no pruning. A rule is edited a handful of times in its
  life; a cap could only ever discard the one edit somebody went looking for.

Kept from the sibling: the identical-content skip. Both doors resend every
field, so without it a form saved twice would file an identical snapshot.
`order_index` is excluded from the snapshot fields for the same reason —
reordering a rulebook is not an edit to what any rule says.

No delete-time snapshot, against the task's original scope and on the
operator's call. A delete goes through trash_svc and is SOFT: the rule row
keeps its full text and restores untouched, so there is nothing for a
snapshot to preserve. Anything that survived a purge would be data the
operator explicitly asked to be gone.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-29 23:01:16 -04:00
bvandeusenandClaude Opus 5 9006affda8 feat(rules): a rule keeps what it used to say — rule_versions (#3240, milestone 323 step 1)
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The sibling notes already had. `note_versions` snapshots a note's every
meaningful edit; a RULE, which binds behaviour on every session that loads
it, had nothing — an edit destroyed the previous wording with no record
anywhere. Rescoping rule 79 meant hand-copying the superseded statement into
a task log to keep it (#3237). The more consequential record had the weaker
protection.

Schema and transport only. Nothing writes a version yet — that is step 2.

Three guards are deliberately NOT copied from note_versions, each defending
against autosave, which rules do not have: no pruning or MAX_VERSIONS, no
pin columns, no minimum interval. A rule is edited a handful of times in its
life, and capping invites losing the one edit somebody needed.

`user_id` is the ACTOR rather than the owner, and SET NULL rather than
CASCADE: deleting a user must not erase the history of the rules they
edited. The restore diverges from its NoteVersion sibling accordingly — an
unmappable user leaves the row with a null actor instead of dropping it,
which is the whole point of choosing SET NULL. The integration round trip
pins that, because nothing in the code says which of the two shapes is
intended and "make it match the sibling" would silently delete the record.

Backup goes to v13. Both export paths carry the table; the per-user one
scopes through the rule rather than the version's user_id, or it would carry
the versions this user wrote on someone else's rule and drop the ones
someone else wrote on theirs. The restore remaps rule_id through
rule_id_map — #3182's arose_from_id trap on a new table.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-29 18:38:16 -04:00
bvandeusen 9657478500 docs(notes): the guidance gains the sharper test and the three false candidates (#3180, milestone 317 step 6)
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Step 6 measured the claim the whole milestone rests on — that the notes
corpus divides into norms and constraints, with constraints a minority worth
sweeping — against a stratified sample of the real thing. It holds: ~29% in
`reference`, ~8% general, ~0-5% in `decision`, 0% in `dev-log`; roughly 6-11%
of ~395 plain notes. Written up as note 3210. The step was allowed to return
"revert" and does not.

Two things the measurement found that the guidance did not say, now added to
both the skill and the create_note docstring:

A SHARPER TEST. Every note that earned a check was about somebody ELSE's
software — a signing service, a forge, a hub, an SDK, a model, a dependency
set. Not one was about the operator's own code. "Is the thing this note
describes yours to change?" is decidable from the title in nearly every case,
where the abstract form needs thought.

THREE FALSE CANDIDATES, one of them a live hazard. Resume pointers and
"current state" notes go stale faster than anything else in the corpus, which
is exactly why they tempt — but the cure is to update or delete them, not to
schedule a check, and a sweep full of pointers is a sweep nobody reads.
Measurements of our own system go false because we changed something and knew.
And a decision RESTING on someone else's behaviour is still a decision — the
check belongs on the note asserting the fact.

Also recorded, not fixed: the corpus already contains a note titled
"CONSTRAINT: software only — no DIY hardware", using the word for a
self-imposed scope limit — a NORM in this taxonomy, exactly backwards. Both
surfaces already lead with the question rather than the label, which is the
mitigation; note 3210 names the collision so it is not rediscovered.
2026-08-29 00:16:18 -04:00
bvandeusen 1d65e98ac2 docs(notes): the surfaces say WHEN a note earns a check, and a guard keeps them saying it (#3168, milestone 317 step 5)
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The step that decides whether steps 1-4 were worth building. `verify_with` is
a free-text field on the highest-volume record kind in the product; described
only as "how to verify this note" it gets filled in on every note within a
week, and at that point the sweep returns the whole corpus and means nothing.
The signal is not "has a check" — it is "has a check AND almost nothing else
does".

Rule 119 puts this in the app's own instruction surfaces, never in a Scribe
rule. So:

- the using-scribe skill gains the reflex, next to "state updates in place;
  chronicles don't" — its other half, since supersession only fires once
  somebody has read a note and disagreed, which is the case where it was
  already believed;
- update_note's docstring now states the DEFAULT rather than only deferring
  to create_note for the test. Found by the new guard on its first run;
- plugin 0.1.48.

THE _INSTRUCTIONS BUDGET, decided rather than skipped. The payload is ~1980 of
the client's ~2048-char cap, so everything in it competes for the last ~68
characters. The operator declined a line for this milestone: the map's own
closing sentence says each tool's description carries the full contract, and
the sweep is a curation act rather than a session-start reflex like
enter_project or list_always_on_rules. That reasoning is now a comment beside
the constant, with the accepted cost named — an agent that never opens
create_note's docstring never learns the field exists — so the question is not
re-litigated blind.

The guard pins STRUCTURE, never wording, for the disambiguator's reason (a
test that punishes rewriting is a test that gets deleted): each write surface
must still draw the norm-vs-constraint distinction, say the empty case is
normal, and name where NOT to reach for it — plus that the skill carries the
one-question form, because the docstrings only reach a caller who already
opened the tool.

`_doc` moves to tests/helpers as `tool_doc`; it had been written twice.
2026-08-29 00:10:43 -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 8489206224 feat(notes): the sweep — which notes assert a fact nobody has confirmed (#3166, milestone 317 step 3)
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The read half. `notes_due_for_verification` + `mark_note_verified` + the MCP
pair, ordered `verified_at ASC NULLS FIRST`: never-checked outranks
checked-long-ago, because a note nobody has ever confirmed is a claim with no
evidence behind it at all. Postgres sorts NULLs LAST on ASC by default, so
getting this wrong would not error — it would silently invert the one signal
the sweep exists to carry, which is why it has a test of its own.

A SIBLING of rules_due_for_verification, not a shared implementation, and this
milestone is a deliberate self-application of note 3163: the row could have
been shared, the QUERY could not. That sweep scopes by rulebook ownership XOR
project ownership because rules have no sharing ACL at all; a note scopes by
the note ACL — browse, not read, so a record shared one-to-one never arrives
in a passive surface unasked (decision 2094).

What genuinely IS common moved to services/verification.py: how a stamp reads,
how old it is, and the three states `last_verified` distinguishes — None ("a
decision, the question does not apply"), "never" ("a fact nobody has
confirmed"), a date. Rulebooks now imports it rather than defining it, so this
is a consolidation and not a third copy.

A failed check writes NOTHING, carried over from 312: there is no "verified
false" state, because a note 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 quietly satisfied that somebody had looked.

Two decisions worth naming:

The sweep does NOT filter to non-task, non-snippet records even though the
write path permits a check on nothing else. Such a row would be in an ILLEGAL
state and this is the one surface that could say so; hiding it to match the
invariant would make the sweep agree with a database it had stopped
describing.

A negative `older_than_days` raises instead of meaning "everything" — silently
answering a different question is the failure shape this guards.

`notes_due_for_verification` is classified read-only in server.py, spelled out
because its name matches none of the prefixes the completeness test derives
from. `rules_due_for_verification` is in the same position and is NOT listed,
so it fails closed for read keys today — filed as #3191 rather than fixed
here, since widening an auth boundary on a tool I did not write is the
operator's call.
2026-08-28 16:39:50 -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 a6ef3a6a5a fix(backup): a restore stops flattening the record vocabulary, and a column guard stops the next one (#3182)
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`_note_rows` carried 16 of the `notes` table's 27 columns. A backup -> restore
cycle reported success and handed back a corpus with every snippet and process
flattened into a plain note, every issue and spike into `work`, every
provenance edge gone, and recurring tasks no longer recurring. The record-type
and kind vocabulary is what #3128 and milestone 312 were about, and a restore
erased it.

Two more found by auditing every row helper rather than only the one being
edited: `_milestone_rows` dropped `body` — a milestone IS the plan (0066), so
every plan restored as a title with no reasoning behind it — and
`_repo_binding_rows` dropped `ref`, the branch a ledger follows (#2873), so a
restored binding silently accounts for a different tree.

`arose_from_id` is deferred to a second pass beside `parent_id`, never written
in the constructor: it is an id in the SOURCE database, so copying it through
lands the edge on whatever record happens to hold that number here. An edge
whose target did not survive stays NULL rather than being guessed at. This is
the trap that kept the fix out of milestone 317 step 1.

THE STRUCTURAL HALF. The coverage guard from #2293 checks TABLES against
Base.metadata; nothing checked COLUMNS, which is how nine went missing from a
table that had been "covered" for years — added to the model and the migration,
both of which fail loudly, and never to the serialiser, which fails silently.
`_COLUMN_EXCLUSIONS` now declares, per table, every column deliberately not
exported and why, and a parameterised guard walks all 23 helpers and asserts
the two agree. Forgetting is no longer expressible.

Reconciling all 23 turned up one more deliberate exclusion worth naming: the
`code_shapes` proposal columns are the machine's standing suggestion, cleared
by judgment and recomputed by every refresh, so carrying them would restore
stale guesses over a tree the proposer has not seen.

Tests: the round trip drives the REAL restore_full_backup against Postgres,
not a reimplementation of its loop — a test that re-derives the remap it is
checking would agree with whatever the product does, including nothing.

Backup v12.
2026-08-28 15:22:50 -04:00
bvandeusen 2263fd04a4 fix(tests): the notes table has 27 columns — deleted_batch_id is the second deliberate exclusion (#3165)
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The pin test caught its own inaccuracy on the first run, which is what it is
for. `deleted_batch_id` comes from SoftDeleteMixin alongside `deleted_at` and
is excluded for the same reason: trashed rows are not exported, so neither is
the batch id that groups them for restore(). The nine-field gap #3182 tracks
is unchanged.
2026-08-28 14:55:44 -04:00
bvandeusen 2065781302 feat(notes): a note can carry its own check — verify_with, expires_when, verified_at (#3165, milestone 317 step 1)
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The sibling of migration 0090, one table over. Same distinction: a NORM is a
decision with no truth value; a CONSTRAINT asserts a fact about someone
else's software and goes false with nobody watching. Notes hold far more
constraints than rules do and hold them longer — a cross-project reference
asserting what a signing service does on a duplicate upload is believed by
every project that reads it, and nothing in the record says when anyone last
looked. note_supersessions only fires once a human has already believed it.

Three nullable columns, no backfill, no index. The index margin is thinner
than 0090's — thousands of note rows against hundreds of rules — so the
comment says to decide it in step 3 against a real query plan rather than
guessing here.

The columns land on every row in `notes`, but only non-task, non-snippet
records will be OFFERED them (gated at the service in step 2): a task's decay
is its status, and a snippet already carries a richer location-aware verdict
in data.verification. A schema-level gate would have meant a CHECK across
three columns to say what the write path says in two lines.

Backup carries the trio (v11), with `verified_at` restored through
_dt_or_none — _dt substitutes now(), which would restore every never-checked
note as checked at the moment of the restore, inverting the one signal the
sweep reads.

Found while doing that, NOT fixed here, and now pinned by a test: `_note_rows`
carries 16 of the `notes` table's 26 columns. note_type, task_kind,
arose_from_id, the recurrence pair, the lifecycle stamps, description and data
have all been missing for a long time, so a restore flattens every snippet and
process into a plain note and every issue and spike into `work`. The coverage
guard cannot see it — it checks TABLES, not columns, which is #2293's failure
mode one level down. #3182 tracks it; arose_from_id needs the second
id-remapping pass parent_id gets, which is why it is not a drive-by fix.
2026-08-28 14:54:07 -04:00
bvandeusen 454c617ca0 docs(models): the record-splitting rule gets a findable home — note 3163 (#3128 rec 9)
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Spike #3128's fourth question was whether a "when does a record type earn its
own table" rule was worth writing down. It turned out to already exist, in
full, in the RuleEmbedding docstring — the only written statement of a rule
Scribe applies to every record type, sitting where nobody would look for it.

Promoted to note 3163, with the three grounds (scoping different in kind,
machine-written at volume, edge-or-event-not-document), the worked cases
across the whole schema, and the bill: what `rules` had to re-import after
leaving `notes`, including the two cells it left empty on purpose.

The docstring stays put — it is where the decision was made — and now points
at the note.
2026-08-28 13:11:02 -04:00