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bvandeusenandClaude Opus 5.5 79de8938b9 docs(6209): forty test files — design cascade and stylesheet, embeddings, family canon, forge, backup round trips, inception, placement, platforms, moments, rule move and verification, search scope, facets
Module and test docstrings state what is pinned without the record number
or step that introduced it. Incident accounts become the failure shape in
the present tense: the pipefail head, the code_shapes import, the export
order, the facet dialects, the cross-kind repeat, the write-once kind.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-21 21:40:25 -04:00
bvandeusenandClaude Opus 5.5 8aacc1824c feat(family): the promotion engine - triggers, the three criteria, the decision log and undo (milestone 463 step 3, #4989)
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The agent promotes a family idea when all three criteria hold, and no person approves it. The criteria are product text: services/family.py states them, and the promote tool's docstring names every criterion the service enforces.

- Criteria: each one vetoes on its own when its reasoning is blank. Platform terms also needs an applies-when and a platform scope; proven also needs named evidence. A veto keeps the idea a candidate and is logged, so it becomes precedent.
- Precedent: every promotion stores the decisions on the nearest ideas by meaning, plus any the caller names.
- Promotion sets canon, the applicability test and the platform scope, and opens an unassessed ledger row for each member project the promoter can write. Re-promotion moves the version past every version the idea has held.
- Retire and undo: undo reverses only the latest idea-level decision, restores its recorded before-state, and logs itself with the undone decision as its precedent. Settled here: leaving canon closes the unassessed rows but keeps the judged ones, which read as needing a recheck after a re-promotion.
- Triggers open evaluations but never promote:
  - a cross-project lineage citation ("matching #N") on a note or task write;
  - a same-meaning record in another project on a shared platform, on create, at 0.80 (measured: the known pattern's builds scored 0.79-0.82, an unrelated project's best match 0.65);
  - a milestone closing on a platform.
  Each fails open and rides the response as family_hint.
- Doors: seven MCP tools, /api/family REST endpoints, and a Family page (nav, /family) showing the criteria, the ideas, and the decision log with undo and retire.
- utils/recordHref.ts holds the one copy of "where a record opens", now shared with LessonDetailView.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-06 10:33:30 -04:00