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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 f80401d58e fix(knowledge): the browse vocabulary catches up three kinds, and a snippet's mirror survives the generic door (#3128 recs 2-6)
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Spike #3128 found the storage sound and the retrieval vocabulary frozen
before `issue` shipped (0065). Five things, in the order they had to land.

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

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

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

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

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

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

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

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

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

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

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

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

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

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-27 15:55:04 -04:00
bvandeusenandClaude Opus 5 88e9c0b0bd feat(tasks): task_kind gains 'spike' — the investigation, not the change (#3099, milestone 312 step 5)
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A spike is a shape the other kinds cannot hold. `work` ships a change;
`issue` fixes something broken. A spike is time-boxed and its output is
KNOWLEDGE — it succeeds by producing an answer, and nothing ships at the end
of it. Filing one as `work` makes a finished investigation look like an
abandoned change, which is why the distinction earns a value rather than a
convention.

It is also the record a failed check asks for. This milestone gave rules a
verify_with; when one fails the rule is wrong, and the next move is often to
go and find out what replaced it. notes.arose_from_id already exists (0065),
so constraint -> spike provenance needed no schema at all — only a docstring
saying it is there.

Rule 36: the value and the widened CHECK land in the same migration, DROP
then ADD, exactly as 0065 did for 'issue'. The two whitelists live in one
tuple each so upgrade and downgrade cannot disagree about what the list was
on either side. The downgrade demotes existing spikes to 'work' first —
lossy, deliberately, because the alternative is a downgrade that fails on
real data, and one that says what it did beats one that cannot run.

'plan' stays whitelisted though retired: historical plan-tasks carry it, and
a row that cannot be rewritten cannot be edited, restored or migrated.

The integration test asserts both halves. A test that only proved 'spike' is
accepted would pass just as happily against a table whose CHECK had been
dropped and never re-added — which is the other way rule 36's failure
happens — so an unknown kind is asserted to still raise.

Not in scope, deliberately: any special lifecycle, time-box enforcement, or
gating relationship. It is a kind, not a workflow.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-27 12:02:41 -04:00
bvandeusenandClaude Fable 5 b0eda32575 refactor(models): one iso() for every to_dict timestamp; mixins replace hand-rolled created_at/updated_at (#2827, milestone 296 area 3)
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Reading all 28 models against each other: 54 `x.isoformat() if x else None` /
`x.isoformat()` expressions in 23 to_dict methods, in two guarded/unguarded
wordings, become iso() from models/base.py — uniform, and a row read before
flush serialises as null instead of raising. Rulebook / RulebookTopic / Rule
carried byte-identical copies of TimestampMixin's two columns;
InvitationToken / PasswordResetToken / NoteUsageEvent carried CreatedAtMixin's —
all six now use the mixin. AppLog and RetrievalLog keep their explicit
created_at, commented: their composite index orders on `created_at.desc()`,
which needs the column object in the class body. Schema-neutral (same column
definitions) — no migration.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-21 11:17:42 -04:00
bvandeusen 45c6b1c88a feat(supersession): the relation, and the dead column that stood where it should
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Step 1 of #278. Structure only — nothing reads or writes the new table yet.

Old records outrank newer ones on the same subject because a similarity score
cannot tell time. A note that accurately described how something worked in June
is still accurate ABOUT June; it is just no longer the answer. Nothing recorded
that, so nothing could act on it.

`note_supersessions(superseder_id, superseded_id)`. The claim points FORWARD —
the newer record names what it overtakes — because the older one cannot know it
has been overtaken; asking it to record its own obsolescence is asking it to
predict the future.

A table rather than a column because the relation is genuinely many-to-many and
partial, and both directions are hot: superseded_id answers "has this been
overtaken?" at ranking time, superseder_id answers "what does this replace?" in
a record view. An array column serves one and not the other.

CASCADE is safe because trashing is not a delete — trash_svc stamps deleted_at,
so a trashed note keeps its claims and restore brings them back. It fires only
on purge_trash, where a claim about the row would be unactionable anyway. A
CHECK rejects self-supersession, which under flat demotion would let a record
demote itself.

## consolidated_at, and what it actually was

Dropped. Written by nothing while serialised into every note and task payload
as null — and worse, it implied a capability.

The survey (#2483) read it as note consolidation modelled and abandoned. That
was wrong, and the frontend is what says so: `TaskViewerView` rendered
"✦ Auto-summarized from work logs" gated on this column. It is a survivor of
the pre-pivot auto-summary subsystem (migration 0030), whose own column #599
removed. Not an unbuilt feature — an outlived one.

So four more remnants went with it: the banner, its CSS, a `consolidatedAt` ref
in TaskEditorView assigned and never read, and `.auto-summary-banner-editor`
styling with zero template usage. That last one is presence-without-reference
in the same family as the column itself.

Dropped rather than repurposed for supersession, and the distinction is the
point: consolidation folds records into one survivor and destroys the
originals. Supersession is the opposite — both survive, the older ranks behind.
Smuggling one in under a column named for the other would bury that in schema.

## The hard delete_note

Removed, with a comment where it stood. Zero callers, and the danger was never
that it ran — it is that it was findable by name. Someone wanting to delete a
note greps `delete_note`, finds a function in the notes service with exactly
the right signature, and permanently destroys a record every path downstream
expects to be recoverable. The MCP tool of the same name already went through
trash_svc; only the service function was the trap.

Refs #278, #2483
2026-08-07 21:40:51 -04:00
bvandeusenandClaude Opus 5 cca40affe4 feat(snippets): add notes.data JSONB — the indexed mirror of snippet fields
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Milestone #232 step 1 (task #2081). Takes the enabler first rather than the
write-path trigger: reverse lookup, drift checks and the duplicate finder all
need to QUERY structured fields, and building them on body-regex first means
writing them twice.

#227 deferred this bag "unless body-convention ergonomics prove insufficient" —
answering "which snippets live in this file?" by scanning every snippet and
regexing its body is that condition being met.

Migration 0070 adds `notes.data` (nullable JSONB) + a GIN index. The body is
UNCHANGED and still what gets embedded and read by humans; `data` mirrors the
same facts in a shape Postgres can index. Code is deliberately not copied into
it — the body holds it, and duplicating a blob into the column we index around
would be waste.

- compose_data() builds the mirror, omitting empties so the column stays sparse
- snippet_fields() prefers `data`, falling back to parsing the body. Rows written
  before 0070 have no `data` and are never backfilled, so a hand-edited body
  stays authoritative for them with no conversion deadline
- create / update / merge all write body and mirror from the same merged field
  set, so the two can't drift; merge in particular has to grow the mirror with
  the survivor's location set or a merged snippet would be unfindable at the very
  call sites the merge just recorded

Named `data`, not `metadata`, because that collides with SQLAlchemy's declarative
Base.metadata — which is why the pre-0069 model had to map an awkward
`entity_metadata` attribute. Not a revival of the column 0069 dropped: different
name, different purpose, nothing reads the old shape.

Two test fakes needed an explicit `data = None`: snippet_fields prefers `data`
when truthy and an auto-MagicMock attribute is truthy, so every parsed field
would have come back a MagicMock. Checked every fake reaching snippet code this
time rather than waiting for CI (note 2109).

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01RLwAaV4DQEmVyn496HnEvt
2026-07-26 18:25:55 -04:00
bvandeusenandClaude Opus 4.8 b49efdcb11 refactor(scribe): retire calendar/events + person/place/list entities (backend)
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Narrow Scribe to a Claude-Code work system-of-record (milestone #194,
decision note #1759). Wholesale removal per rule #22 — backend + schema half.

Calendar/events + CalDAV: delete models/event, services/{events,caldav,
caldav_sync}, routes/events, mcp/tools/events; strip event branches from
backup (bump v3->v4), dashboard (upcoming_events), trash, recent, and the
mcp server read-only allowlist + instructions.

Typed entities (person/place/list): delete mcp/tools/entities; drop the
notes.metadata (entity_meta) column from model/service/routes and the
knowledge browse service. note_type STAYS — it also marks 'process' notes.

Scheduler: event_scheduler -> recurrence_scheduler, keeping only the
recurring-task spawn job (drops event reminders + CalDAV sync).

Schema: migration 0069 drops the events table + notes.metadata column +
orphan caldav settings rows (faithful downgrade recreates them).

KEEP: recurrence.py (task recurrence), notifications task reminders, graph
view, and every work surface. Frontend + plugin/docs true-up follow next.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01BPtbSzA4JLMAKgFZ8VTg7Q
2026-07-19 13:29:14 -04:00
bvandeusenandClaude Opus 4.8 b91c447b0b feat(issues): S1 schema — issue task_kind, System entity, associations
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First slice of the Issues + Systems feature (spec #825, plan #819 T2).

Schema (migration 0065):
- task_kind CHECK expands work|plan -> work|plan|issue (same-change, rule 36)
- notes.arose_from_id: optional self-FK for issue->originating-task provenance
  (distinct from parent_id sub-task hierarchy)
- systems: per-project, self-describing (name + description) subsystem/area
- record_systems: M2M join linking any note/task/issue to systems (mutable)

Models: System + RecordSystem; note.py gains arose_from_id (+ index, to_dict).
Service services/systems.py: CRUD, archive, soft-delete, set/list associations,
records-for-system, open-issue count — all gated via services/access.py project
permissions (rule 78, no bare-owner filters). Unit tests lock the ACL gating;
the migration is exercised by CI's integration lane (alembic upgrade head).

is_task stays a derived property (status is not None) — unchanged. T1 (typing-
axis rationalization) intentionally NOT bundled; this only adds the enum value.

Refs plan 825 (S1).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-13 22:53:51 -04:00
bvandeusenandClaude Opus 4.8 b255a0f90e refactor: rename package fabledassistant -> scribe (code-only)
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Renames src/fabledassistant -> src/scribe and all imports, plus the
default DB name and DB user/password (fabled -> scribe) in config +
compose. 952 refs / 154 files. Reverses the old 'internal name stays
fabledassistant' convention.

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

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

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