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399 Commits

Author SHA1 Message Date
bvandeusen 84c5c0dc81 fix(snippets): satisfy the parity guards the drift check tripped
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Two CI failures, both the guards working as intended rather than defects
in them:

- The MCP tool-name manifest and the REST route/service parity lists are
  explicit, so a new capability has to be added to both surfaces or the
  test fails. verify_snippet / verify_snippet_route / record_verification
  added, plus an assertion that the `verification` filter reaches both
  callers — a verdict an agent records must be visible to the human
  looking at the same corpus, or the two surfaces disagree about what's
  rotten (rule #33).

- vue-tsc rejected two object-literal lookups keyed by the status union:
  `status` includes "ok" and "unverified", and an object literal has to
  enumerate every member even just to say "nothing to show for these".
  Typed as Record<string, string>, which is what the ?? "" fallback
  already assumed.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-07-28 18:24:48 -04:00
bvandeusen 35f3f09d12 feat(snippets): drift check — verify a snippet still matches its source
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A recorded snippet points at a repo · path · symbol that WILL rot: files
move, symbols get renamed, implementations diverge from the copy stored
here. Nothing detected any of it, so a record degraded silently from
"canonical reference" to "confidently wrong" — worse than no record, since
it is surfaced with the same authority either way.

WHERE THE CHECK RUNS. Agent-side, which the task flagged as the design
question to settle first. Scribe has no checkout of the operator's repos
and must not acquire one: giving the server repo access would make every
install a credential problem and break instance-agnosticism (rule #115).
The agent already has the working tree, so it does the comparing; the
server remembers the verdict, makes it queryable, and knows when it has
expired. New MCP tool verify_snippet teaches the four-step procedure and
records the result; a REST endpoint mirrors it so the UI can clear a
marker after a manual fix.

WHY THE VERDICT CARRIES A CODE HASH. A verdict describes the code it was
checked against. Invalidating it on edit means deciding which edits count
— a when_to_use tweak shouldn't void a code check, a rewrite must — which
is fiddly and easy to get subtly wrong, and easy for a new write path to
forget entirely. Stamping the verdict with a hash sidesteps all of it: one
whose code_sha no longer matches is self-evidently expired, computed at
read time, no invalidation branch to maintain.

That makes "expired" the interesting filter case. It is not `drifted`
(nothing was found wrong) and not `unverified` (a check did happen), yet
it plainly needs looking at — so `verification=attention` covers both. To
keep that one index-served predicate rather than a post-filter that would
make the pagination total a lie, data now also mirrors the CURRENT code's
fingerprint as data.code_sha, and a jsonpath compares the two fields
within the row. The filter is implemented in both dialects, SQL and
Python, for the same reason the location filter is: the semantic arm's
candidates arrive already fetched.

A merge deliberately carries no verdict forward — the survivor's code is a
union of several sources, so no prior check describes it, and unverified
is the honest answer.

UI: a danger-toned drift badge on each card (an actively misleading record
outranks a merely unused one), and a "Needs attention" filter. Its empty
state says plainly that never-verified snippets don't appear there —
otherwise `attention` would mean "everything" on day one and be useless as
a worklist.

Refs #2086

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-07-28 18:20:33 -04:00
bvandeusen 2b85443dd1 feat(snippets): usage signal — was a surfaced record ever actually pulled?
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retrieval_logs answers "what did the ranker return, at what scores" — the
right substrate for tuning a threshold. It cannot answer the question the
snippet corpus actually needs: did anyone open this? A snippet nobody
opens is not neutral. It takes a slot in every future auto-inject menu and
crowds out something useful.

Adds note_usage_events (migration 0071): one row per note per event,
either 'surfaced' (we put its title in front of an agent) or 'pulled'
(someone opened it in full), tagged with which surface produced it.

Closes the gap #2082 recorded against this work. The write-path PLACE arm
carries no score, so it has no home in retrieval_logs — folding it in
would corrupt the score distribution that table exists to capture. The
result was that the arm firing on the STRONGEST claim ("there is already a
canonical helper in this exact file") was the one arm nobody could
measure. Both arms now emit usage events under distinct sources, so their
pull-through rates are finally comparable.

Deliberate departures from the task as written:

- Not in-session correlation. The original framing was "correlate
  result_ids against a later get_note in the same session." There is no
  session identity server-side — the MCP endpoint is stateless and the
  hooks send no session id — and adding one would mean threading an
  opaque client-supplied token through every read path. Two independent
  counters answer the question without it: surfaced 40×, pulled 0 is dead
  weight regardless of how those events distribute across sessions.

- Pulls record at the ENTRY POINTS (MCP tools, REST detail route), not in
  snippets_svc.get_snippet, which update and merge also reach. Counting
  those would inflate precisely the number meant to say "someone chose to
  look at this."

- get_note records for every note kind, not just snippets. The auto-inject
  menu surfaces tasks and processes too; scoping this to snippets would
  pin those at zero pulls forever and make them read as dead weight next
  to snippets that merely had a counter.

Surfaced in the Snippets list as an "N/M used" badge, warning-toned once a
record has been offered 3+ times and never opened, with the tooltip saying
what to do about it (usually: its "when to reach for it" doesn't say
when). No badge at all below one surfacing — "0/0" reads as a verdict when
it's an absence of evidence. Also returned from MCP list_snippets so the
agent can see dead weight without opening the UI.

Telemetry keeps the retrieval_telemetry contract throughout: writes are
fire-and-forget, reads degrade to zeroes, and no path can raise into the
surface it observes.

Refs #2085

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-07-28 18:09:17 -04:00
bvandeusen e0328f2b1c feat(plugin): write-path trigger — offer prior art before code is rewritten
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The milestone headline. Auto-inject fires on the operator's prompt; the
moment reuse is actually lost is later, when the agent decides mid-task to
write a helper. A PreToolUse hook on Write|Edit now fires there.

Channel: `additionalContext` with NO permissionDecision, so the note reaches
Claude beside the tool result and the write is never blocked — a recall aid
must not be able to stop the operator's work. Plain stdout would have been
invisible to the model, and deny/ask would have made a nudge into a gate.

Two arms, different in kind:
- BY PLACE — a snippet recorded at this path (or its directory) is prior art
  by definition, not resemblance, so it is neither scored nor thresholded.
  This is what #2083's reverse lookup was built to answer.
- BY MEANING — semantic search restricted to snippets (new `note_type` filter
  on semantic_search_notes) over the code about to be written.
Place ranks first; the top-k cap spans both arms.

Gates carried over from milestone 93 verbatim: threshold, margin, session
dedup, titles-never-bodies. Own `source='write_path'` in retrieval_logs so
precision is tunable separately — the docstring records that the place arm
is unlogged and hands that to #2085.

Its own on/off in Settings but the SAME threshold/top-k: one "how loud may
Scribe be" knob is easier to reason about than two that drift, and splitting
them later is then a data-backed change rather than a guess.

Details worth keeping: the hook sends a REPO-RELATIVE path because that is
how locations are recorded; the git remote resolves to a project and is never
used as the location `repo` filter (different namespaces, would silently
match nothing); the endpoint stays a GET because a read-scoped API key cannot
POST and every other hook depends on that.

plugin.json 0.1.17 -> 0.1.18. Refs #2082, milestone #232.
2026-07-28 09:08:17 -04:00
bvandeusen dd1b5e5ddb feat(snippets): reverse lookup — find snippets by repo/path/symbol
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"What canonical helpers already live in this file?" was unanswerable:
location lived only in the body markdown. It is now a jsonpath containment
query over the `notes.data` mirror added by migration 0070.

- One predicate in two dialects in services/knowledge.py: SQL (`data @?`,
  applied in the browse arm and the keyword arm before count/pagination, so
  totals stay honest) and Python (`location_matches`, for the semantic arm
  which post-filters candidates it already holds). Both must change together.
- Parts are ANDed within a SINGLE locations entry — repo A in one entry and
  path B in another is not "recorded at A/B". `path` also matches as a
  directory prefix, via jsonpath `starts with` rather than `@>`, which the
  same GIN index serves.
- `repo`/`path`/`symbol` reach the service, the REST list and the MCP tool
  under one name with one default (rule #33); the MCP docstring teaches the
  place form, and so does the reusing-code skill (plugin.json bumped).
- UI: a Location disclosure beside the snippet search, with its own empty
  state — "nothing kept there, so what you're about to write is new."

Settles #2083's open question (pre-0070 NULL `data`) by backfilling after
all: `backfill_snippet_data` runs at startup, deriving the mirror from the
body with the same parser the read path trusts. 0070's caution was about
mangling a hand-edited body; this never touches the body. The alternative
was a permanent second body-regex arm, or a query that silently answers
"nothing here" for an old snippet and gets the helper written twice.

Refs #2083, milestone #232.
2026-07-27 23:09:37 -04:00
bvandeusen 0d396de215 feat(snippets): record merge provenance on the survivor
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Merge kept the target's fields, unioned locations and tags, and trashed
the sources — recording nothing about what it absorbed. If a variant
handled an edge case the survivor doesn't, that difference left the
visible record entirely; recovering it meant knowing to go digging in
the trash.

The survivor now carries `merged_from`: a "**Merged from:** #2, #3" line
in the body for humans, and the same list in the `data` mirror for
queries, written from one value like every other field (#2087).

It accumulates rather than replaces — a target merged twice keeps both
histories — and skipped sources (cross-owner, per #231) are excluded, so
the record never claims to contain something it never absorbed.

Ordinary edits carry it forward. update_snippet recomposes body and
mirror from scratch, so an omission there would silently erase the
history on the next unrelated edit; that path is pinned by its own test,
including the pre-0070 case where the body line is the only copy.

Surfaced in the snippet detail view as a "Merged from" row — the view
renders parsed fields, not the raw body, so the body line alone would
have been invisible to the operator (rule #27).

Un-merge, the other half of #2087, stays open: restoring a source from
trash still doesn't strip its locations off the survivor, and what
partial un-merge should mean is a design question, not a coding one.
`merged_from` is the record that makes it tractable.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01RLwAaV4DQEmVyn496HnEvt
2026-07-27 15:23:41 -04:00
bvandeusen ef1dbdfc86 feat(acl): unify the retrieval scopes; mark shared rows in Knowledge browse
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Closes #2092 and the Knowledge-browse provenance gap.

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

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

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

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

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

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01RLwAaV4DQEmVyn496HnEvt
2026-07-25 23:06:52 -04:00
bvandeusen 04b58ce01e feat(acl): shared records are search-only and always labelled as someone else's
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Narrows the b7d6fc7 widening per the operator's call, and fixes a regression it
introduced. Decision recorded as note 2094.

Two scopes now, deliberately different:

  readable_notes_clause  — everything the ACL permits, including records reached
                           only via a direct/group note share. For EXPLICIT acts:
                           a search the caller typed, a fetch by id.
  browsable_notes_clause — the caller's own records plus anything in a project
                           they can reach. For PASSIVE surfaces: browse lists,
                           facet counts, the process->skill manifest.

The split is a trust boundary. Anything appearing unasked — in your own list,
your own counts, or as a skill installed on your machine — reads as material you
endorsed. A one-off someone shared with you hasn't earned that standing, so it
waits until you go looking. This also dissolves the shared-Process problem by
construction rather than by special case: the manifest is a passive surface, so a
directly-shared Process is never installed as an auto-surfacing skill.

Regression fix (#2093): b7d6fc7 widened the list queries but left the fetch path
owner-only, so on the MCP path a record could be listed and then not opened —
get_snippet raised not-found, get_process couldn't resolve, and the manifest
emitted stubs whose get_process call would fail. snippets.get_snippet and
notes.resolve_process now resolve the read scope. delete_snippet gained an
explicit can_write_note guard, since being able to SEE a shared snippet must not
imply being able to bin it.

Provenance, so nothing arrives looking like the operator's own work:
- access.describe_provenance / label_shared_items add shared/owner/permission;
  labelling costs no query when everything is the caller's own.
- MCP: get_snippet, list_snippets, get_process and list_processes carry it, and
  get_process now says outright NOT to follow a shared process verbatim — its
  follow-as-written contract was the sharpest instance of the problem.
- The skill stub for a shared Process names its author and asks for a go-ahead,
  instead of describing it as "the operator's saved Scribe process".
- Policy stated once in the MCP _INSTRUCTIONS and the reusing-code skill: a
  shared record is that person's suggestion, weigh it, attribute it, ask before
  adopting it.
- UI: shared snippets show "by <owner>" in the list and a notice above the code
  in the detail view, reusing SharedWithMeView's vocabulary.

Plugin 0.1.15 -> 0.1.16 (skill text changed).

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01RLwAaV4DQEmVyn496HnEvt
2026-07-25 22:43:00 -04:00
bvandeusen b33e2a79c6 fix(snippets): close the recall-surface gaps found reviewing the Drafter
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Four defects from the 2026-07-25 review of the recall (#227) and merge (#231)
milestones. The theme: a snippet could be recorded but not fully corrected, and
the agent and web surfaces had drifted apart.

- #2076 language was mis-derived from the first caller tag, so a snippet created
  with tags and no language read that tag back as its language — corrupting the
  tag set and the code fence on the next update. Only the FIRST tag can carry
  the language, since compose_tags emits [language, "snippet", *caller].
- #2077 MCP update_snippet mapped "" to "unchanged", so no field could ever be
  cleared and no snippet detached from its project. Now an omitted field is left
  alone, an empty string clears, and project_id follows the -1 = detach
  convention. A service-level UNSET sentinel keeps None available as the clear.
- #2078 surface parity: adds delete_snippet (MCP had none, so a wrong snippet
  could not be retired by the agent that recorded it), locations on MCP create
  and update, system_ids through the REST routes and the editor, and the
  near-duplicate gate on REST create with a "record it anyway" escape.
- #2079 project scoping: list_snippets takes project_id through the service, the
  MCP tool and the REST route, defaulting to every project — reaching across
  projects is the point when the helper you need was written elsewhere.

Sharing the list across owners is deliberately NOT in here: query_knowledge is
shared with the Knowledge browse surface, so widening it changes behaviour well
beyond snippets. Left open on #2079 for a scope decision.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01RLwAaV4DQEmVyn496HnEvt
2026-07-25 19:00:05 -04:00
bvandeusen 7a81b7333e feat(scribe): snippet merge UI — multi-select merge, repeatable locations
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Step 3 of the snippet-merge milestone (#231): the human surfaces for
merge + multi-location, at v1 quality.

Frontend:
- SnippetListView: a Select mode (checkbox on each card) → a sticky action
  bar → a merge modal that lets you pick which selected snippet is the
  canonical (the others fold in and go to trash). Accent border on selected
  cards, Moss action buttons (Hybrid rule).
- SnippetEditorView: the single Location fieldset becomes a repeatable
  locations list (add/remove rows), so editing a merged snippet no longer
  collapses its call sites — no data loss. Sends `locations`.
- SnippetDetailView: renders every location (Location vs Locations label).
- api/snippets.ts: SnippetLocation type, `locations` on fields/input,
  mergeSnippets().

Backend (editor enablement):
- create_snippet service + POST route accept an optional `locations` list;
  PATCH route forwards `locations` — so the editor's location list works
  uniformly on create and edit. Single repo/path/symbol remain the
  one-location shorthand (MCP create contract unchanged).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Pa2EsuB54BuWQ8GfJq9c7t
2026-07-25 17:22:01 -04:00
bvandeusen d257c0fd67 feat(scribe): snippet management UI + REST routes; embed snippets on create
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Step 6 of the Drafter recall milestone (#227): a human-facing surface for
the reusable-code snippets that agents record via MCP, plus the REST API
behind it. Backend embeds snippets inline on create/update so they're
recallable immediately, not only after a restart.

Backend:
- routes/snippets.py: GET/POST /api/snippets, GET/PATCH/DELETE
  /api/snippets/<id>. Share-aware per rule #78 (get_note_for_user +
  can_write_note), writes performed as the owner; list owner-scoped —
  mirrors routes/notes.py. Registered in app.py.
- services/snippets.py: embed on create/update via a _embed_snippet
  fire-and-forget helper, covering BOTH the MCP tool and the REST route
  by construction. A snippet's value is immediate recall, so it can't wait
  for the startup-only backfill (see issue: MCP create path doesn't embed
  inline for notes/tasks generally).
- tests/test_routes_snippets.py: structural registration + handler/service
  contract + PATCH-field ↔ update_snippet-kwarg parity (rule #33).

Frontend (Vue 3 + TS):
- api/snippets.ts: typed client, modeled on api/systems.ts.
- views: SnippetListView (search, skeleton/empty/error states),
  SnippetDetailView (read + copy-to-clipboard, ConfirmDialog delete),
  SnippetEditorView (create/edit all fields, Ctrl/Cmd+S, Esc, autofocus,
  validation). v1 quality per rules #24/#27.
- router: /snippets, /snippets/new, /snippets/:id, /snippets/:id/edit.
- NoteType union widened to include 'snippet'; Snippets nav link added to
  AppHeader (desktop pill bar + mobile menu).
- Design system: Moss --color-action-primary for action buttons, accent
  --color-primary reserved for tags/brand (Hybrid rule); focus rings;
  JetBrains Mono for code/name/signature/location.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Pa2EsuB54BuWQ8GfJq9c7t
2026-07-25 14:16:02 -04:00
bvandeusen 12f71fabdf refactor(scribe): remove calendar + entity surfaces from web UI (frontend)
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Frontend half of the narrowing (milestone #194); matches backend b49efdc.

- delete CalendarView, EventSlideOver, WeatherCard (orphan)
- drop /calendar route + nav link + the g→l keyboard shortcut
- strip the calendar-events API client + event/metadata bits from note
  types and the notes store
- KnowledgeView: remove People/Places/Lists tabs, entity cards, create
  buttons and the upcoming-events widget; keep notes/tasks/plans/processes
  + the overdue-task badge
- NoteEditorView: remove person/place/list forms + list-builder + entity
  metadata; keep note + process editors (type select = Note/Process)
- DashboardView: drop the "Upcoming · 7 days" events rail card
- SettingsView: remove the CalDAV integration card + save/test (its
  endpoints were deleted backend-side)
- prune the now-dead entity/event CSS

RecurrenceEditor + task recurrence rules are kept (task machinery, not
calendar). Verified by a full dangler sweep.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01BPtbSzA4JLMAKgFZ8VTg7Q
2026-07-19 16:10:24 -04:00
bvandeusen 8126db3203 feat(plugin): knowledge auto-inject (Path A) — title-first per-turn awareness
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New UserPromptSubmit hook (scribe_autoinject.sh) + GET /api/plugin/retrieve that
surface the TITLES (never bodies) of the few notes clearing four anti-bloat
gates: a per-user confidence threshold (stricter than pull search), a margin
gate, per-session dedup (exclude_ids), and a top-k ceiling. Each retrieval is
logged to retrieval_logs as source=auto_inject so the threshold can be tuned
from data. Per-user config (enable / threshold / top-k) is DB-backed via
/api/settings with a Settings UI card; defaults enabled, threshold 0.55,
top-k 3 (conservative — tune once auto_inject telemetry accrues).

Scribe: project 2, milestone 93, task 1033.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Xz4j1H7pjYSjKsEpgcNH5E
2026-06-22 20:31:07 -04:00
bvandeusen 96079d5b77 feat(db): table-health readout — per-table bloat metrics in admin card
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You can't decide what to maintain without seeing what's bloating. Adds a
read-only health panel driven by Postgres' own statistics views.

- services/db_maintenance.py: get_table_health() queries pg_stat_user_tables +
  pg_total_relation_size + pg_database_size — per-table size, live/dead tuples,
  dead-tuple ratio (the bloat signal), and last (auto)vacuum/(auto)analyze.
- routes/admin.py: admin-only GET /api/admin/db-maintenance/health.
- SettingsView.vue: 'Table health' table in the maintenance card, all tables
  sorted by dead tuples, rows >=20% dead-ratio flagged; total DB size shown;
  refreshes after a Run-now so the dead-tuple drop is visible.
- Tests: health row/size shaping + null-timestamp passthrough; route + service
  surface.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-14 17:53:24 -04:00
bvandeusen c4553d937c feat(db): scheduled DB maintenance — daily targeted VACUUM (ANALYZE)
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Adds a daily off-hours VACUUM (ANALYZE) over the high-churn tables the
retention/purge sweeps churn (app_logs, notifications, token tables, notes,
note_versions), on top of Postgres autovacuum, to reclaim bloat left by the
nightly bulk DELETEs and keep planner stats fresh.

- services/db_maintenance.py: run_maintenance() over a closed table allowlist
  via an AUTOCOMMIT connection (VACUUM can't run in a txn); per-table summary
  persisted as the db_maintenance_last_run admin setting.
- services/db_maintenance_scheduler.py: BackgroundScheduler cron (default
  04:00 UTC, after the 03:30 trash purge); enabled-gate checked at fire time;
  live reschedule on hour change. Wired into app.py start/stop.
- routes/admin.py: admin-only GET/PUT /api/admin/db-maintenance + POST /run.
- settings.py: set_admin_setting() (write-side of get_admin_setting) for
  out-of-request writes.
- SettingsView.vue: admin 'Database maintenance' card — enable toggle, run-hour
  (UTC), Run-now, last-run summary.
- Tests: allowlist is closed, VACUUM issued per table, one failure doesn't
  abort the rest, summary persisted; route/scheduler/service surface.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-14 16:42:04 -04:00
bvandeusen f7742173aa chore(plans): make kind=plan retirement consistent across MCP, REST, UI, skills
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Audit of the plugin + MCP surface after milestone-as-plan (T3): every path
that could still create a kind=plan task or describe the old plan-task model
is now aligned with the hard-retire decision.

- create_task (MCP + REST POST /api/tasks): reject kind=plan with a message
  pointing to start_planning. The 'plan' enum value stays valid so legacy
  plan-tasks remain readable; update paths never touch kind, so they round-trip.
- create_task / get_task docstrings: 'plan' dropped from creatable kinds;
  get_task's rules-augmentation noted as legacy-only (get_milestone for new plans).
- skills/writing-plans: rewritten for milestone-as-plan (body = design, steps =
  child tasks, get_milestone to read back).
- skills/using-scribe: "plans live in milestones via start_planning", not kind=plan.
- TaskEditorView Kind selector: offers Work/Issue; "Plan (legacy)" shown only
  when the loaded task is already kind=plan (display round-trip).
- test: create_task rejects kind=plan.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-14 12:31:51 -04:00
bvandeusen 1f6c592226 feat(plans): milestone-as-plan-container; retire kind=plan (T3)
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The milestone becomes the plan container: a new nullable milestones.body
holds the design/intent (Goal/Approach/Verification) and individual steps
live as first-class child tasks (milestone_id) instead of checkboxes crammed
into one kind=plan task body. start_planning now creates a MILESTONE seeded
with the body template (not a kind=plan task) and returns it with applicable
rules; a new get_milestone MCP tool reads the plan back (body + steps + rules).

kind=plan is hard-retired going forward — start_planning never creates one.
The 'plan' task_kind enum value stays valid so the 11 historical plan-tasks
remain readable in place; no body-shredding backfill (corpus review showed
auto-splitting their checklists into tasks would be lossy: embedded code
blocks, a non-binary [~] state, tables, ID-encoded hierarchy).

- migration 0066: add milestones.body
- model/service/route/MCP: body passthrough on create+update; get_milestone
- server _INSTRUCTIONS: "plan" = milestone w/ body + child step-tasks
- UI: ProjectView shows/edits a milestone's plan body; start_planning expands
  the new milestone and opens its plan editor
- tests updated to the milestone contract + new body/get_milestone coverage

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-14 12:22:22 -04:00
bvandeusen b6d01686d8 feat(issues): S4b editor controls — Kind selector + Systems multi-select
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In the full task editor (TaskEditorView) sidebar:
- Kind selector (Work / Plan / Issue), mirroring the Status/Priority selects.
- Systems multi-select (checkboxes of the project's systems, fetched via the
  systems store), shown when a project is set.
Both wired through load (prefill from task.task_kind / task.systems), dirty
tracking, and save (kind + system_ids via the store's IssueFields). No new
colors — existing sb-field/sb-select tokens.

Deferred: the arose-from (provenance) picker — least-critical control and the
riskiest (task-search UI); the field is already supported by API/store/route for
a later add. NEEDS operator browser verification (CI typechecks only).

Refs plan 825 (S4b editor).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-14 10:56:53 -04:00
bvandeusen 94d32c524a feat(issues): S4b frontend — open-issues lists + issue plumbing
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- types/note.ts: Note gains systems? + arose_from_id?; TaskKind includes 'issue'.
- stores/tasks.ts: create/update accept IssueFields (kind/system_ids/arose_from_id).
- api/systems.ts: getProjectIssues + TaskLike.
- DashboardView.vue: 'Open issues' rail section from dashboard.open_issues
  (links to /tasks/<id>, project + status).
- SystemsSection.vue (project Systems tab): 'Open issues' list via getProjectIssues,
  with system chips, links to /tasks/<id>. Both reuse existing CSS tokens.

Issue-editor controls (kind selector / system multi-select / arose-from picker
in WorkspaceTaskPanel) are the remaining S4b piece. NEEDS operator browser
verification (CI typechecks only).

Refs plan 825 (S4b frontend — lists).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-14 10:50:41 -04:00
bvandeusen 9293a9b198 fix(issues): S4a typecheck — allow null color in updateSystem param
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vue-tsc TS2345: System.color is string|null, but updateSystem's data param
typed color as string, so the store's Partial<Pick<System,...>> wasn't
assignable. Widen the param's color to string|null (clearing a color is valid).

Refs plan 825 (S4a).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-13 23:46:40 -04:00
bvandeusen 4da29562bd feat(issues): S4a UI — Systems management section in project view
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Frontend foundation for Issues + Systems (spec #825, S4a).

- frontend/src/api/systems.ts: typed client (System + list/create/update/delete)
  over /api/projects/<id>/systems, matching the rulebooks api style.
- frontend/src/stores/systems.ts: Pinia store keyed by project (fetch/create/
  update/archive/unarchive/delete), toast-on-error.
- frontend/src/components/SystemsSection.vue: a Systems management section —
  cards (color swatch, name, description, 'N open' issue-count badge) with
  inline create/edit, archive (hidden behind a 'show archived' toggle), and a
  delete-confirm modal. v1 quality: loading skeleton, empty state, error toasts,
  keyboard a11y, focus rings; reuses existing CSS tokens (no new colors).
- ProjectView.vue: new 'Systems' tab (between Notes and Rules), rendering
  <SystemsSection :project-id>, wired like the existing rules tab.

S4b (next) adds issue-editor controls (kind=issue/system multi-select/arose-from),
open-issues lists, and the dashboard surface. NEEDS operator browser verification
(CI typechecks but can't render).

Refs plan 825 (S4a).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-13 23:42:40 -04:00
bvandeusen da511fcc9f feat(ui): declutter dashboard done-recently + MCP-access, add per-project stats
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Dashboard:
- 'Done recently' chip-cloud -> compact uniform list (Active-now row style),
  showing 5 with inline expand to the rest (backend already returns up to 8).
- New 'Projects' rail card: each active project with 'N open · M done'.
  Backend already computed done_count (dashboard.py) — now surfaced in the
  /api/dashboard payload per active project.

MCP Access (Connect Claude / Claude Code):
- Progressive disclosure: lead with the pre-filled plugin-install snippet;
  fold server name, scope, marketplace URL, and the MCP-only path into a
  single 'Customize' expander. Desktop tab keeps its own server-name field.
- Marketplace URL now defaults to this instance's own repo via
  config.PLUGIN_MARKETPLACE_URL (env-overridable); /api/plugin/marketplace-url
  falls back to it, so the field + install snippet are pre-filled out of the
  box instead of showing a generic placeholder.

Refs #761

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-10 11:04:23 -04:00
bvandeusen 1d82e81527 feat(plugin): admin-configurable marketplace URL as the install default
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The Settings install command had a <your-scribe-repo> placeholder — not
copyable. Add an instance-global 'plugin_marketplace_url' setting (admin sets
it to the app's own repo) that every user's MCP Access reads, so the
/plugin marketplace add command is copyable out of the box. Keeps it universal
(each deployment configures its own repo) rather than hardcoding one.

- services/settings.get_admin_setting(key): admin-scoped global read.
- routes/plugin: GET /api/plugin/marketplace-url (any user) + PUT (admin).
- SettingsView: Admin → 'Plugin marketplace' field to set it; MCP Access
  marketplace field falls back to the configured value.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-10 00:17:05 -04:00
bvandeusen c0b3ec7d9b feat(settings): lead MCP Access with plugin install, demote raw MCP
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Per operator: the plugin install should supersede the bare MCP connection in
Settings, since the plugin incorporates the MCP and adds the session-start hook
+ skills. The Claude Code tab now leads with /plugin marketplace add + install
(with a persisted marketplace-URL field and the base-URL/key/project-id prompts
spelled out), and the old 'claude mcp add' command moves into a collapsed
'Advanced: connect the MCP only' disclosure.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-09 23:52:15 -04:00
bvandeusen 70ab3f38c6 chore: remove pre-pivot dead code + finish Scribe rebrand (#599 t1-3)
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- Header wordmark Fabled -> Scribe; fable:calendar-changed event ->
  scribe:calendar-changed; SettingsView CSS comment.
- Drop dead Project.auto_summary + summary_updated_at columns (migration
  0063) -- the Ollama-era summarizer is gone; model + 2 frontend types +
  projects test updated.
- Remove pivot vestiges: diagnostics _curator_busy()/curator_busy
  heartbeat field, tz BRIEFING_DAY_START_HOUR/user_briefing_date dead
  aliases, the ignored 'model' param on get_embedding (+ its test).

ruff src/ clean; CI is the gate. Part of scribe plan #599.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-03 16:16:44 -04:00
bvandeusen 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
bvandeusen 65c85bab15 feat(dashboard): DashboardView landing + route + nav
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Task 3 of #583. New DashboardView at /dashboard composes the approved layout:
done-recently strip, Active-now project panels (project -> active milestones ->
open tasks, in-progress flagged, + no-milestone group), and a rail with
upcoming events / week stats / quick-create (Task/Note/Process). '/' now
redirects to /dashboard; AppHeader gains a Dashboard link and relabels
Knowledge -> Browse (route unchanged). Empty + loading states included.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-02 23:24:32 -04:00
bvandeusen 8b3bd4804e feat(processes): monospace prompt editor for note_type=process
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Task 6 of #582. NoteType gains 'process'. NoteEditorView branches to a plain
monospace textarea (labeled Prompt) for processes instead of the TipTap
rich-text editor — prompts are plain markdown and rich-text round-tripping
would mangle them. Title/tags/save path unchanged.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-02 22:33:23 -04:00
bvandeusen 74b337b587 feat(processes): surface processes in the Knowledge view
Task 5 of #582. Add 'process' to the KnowledgeItem/activeType/KnowledgeCounts
types, a Processes entry in the type-filter row, a Workflow-icon quick-create
button (createNew('process') -> /notes/new?type=process), and a Process card
badge.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-02 22:33:23 -04:00
bvandeusen 64bc50c788 chore(frontend): drop dead settings toggle, types, and store list-surface
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Drift-audit Group 7 frontend cleanup (no behavioral change):

- SettingsView: remove the 'auto-consolidate task bodies' toggle and its
  saveAutoConsolidate handler. The auto_consolidate_tasks setting has zero
  backend readers (curator removed in Phase 8); the control did nothing.
- AppSettings type: drop the dead assistant_name / default_model hints (kept
  the open string index signature the store actually uses). Delete the fully
  orphaned types/chat.ts (zero importers).
- notes/tasks Pinia stores: remove the list/filter/sort/pagination surface
  that backed the removed /notes and /tasks list views (verified no consumer
  uses the tasks/notes arrays, refresh, or any filter/sort/pagination method).
  Kept currentNote/currentTask, loading, fetch/create/update/delete, convert,
  patchStatus, startPlanning, backlinks, tags.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-02 19:47:28 -04:00
bvandeusen 8b49ea896a fix(schedulers): wire recurring-task spawn + deliver event reminders
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Drift-audit Group 2 (Phase-8 amputation — live wiring, no consumer):

- Recurring tasks never recurred: spawn_recurring_tasks() had no caller.
  Register it as a 15-min interval job in the event scheduler (which
  app.py already starts/stops). Also add a deleted_at IS NULL guard to
  the spawn query in the same change, so a trashed recurring parent can
  never resurrect children once the sweep is live.
- Event reminders were stamped reminder_sent_at but never delivered.
  _fire_reminders now creates an 'event_reminder' in-app notification
  before stamping, so a delivery failure stays retryable. Frontend
  NotificationsPanel renders the new type ( + message); message logic
  pulled into a notifMessage() helper.
- Remove the dead _fire_push_notif no-op stub (push left in Phase 8) and
  its three create_task call sites — no more throwaway tasks per share.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-02 18:47:54 -04:00
bvandeusen 7861607fb8 feat(rules): project rule + topic suppressions
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Lets a project mute individual rules or whole topics from rulebooks it
subscribes to, without unsubscribing the rulebook. Two new association
tables (migration 0060), 4 MCP tools (suppress/unsuppress × rule/topic),
4 REST endpoints, and an inline "× skip" affordance plus collapsed
"Suppressed (N)" section in the project's Rules tab.

get_applicable_rules now emits suppressed_rules and suppressed_topics
(detail objects with rulebook/topic context, not just IDs) so the UI
can render the suppressed list without a follow-up lookup. The main
rules projection grew topic_id and rulebook_id columns for the per-row
suppress affordance.

Project deletion cascades the suppression rows via hard DELETE — they
are pure associations with no soft-delete column, and restoring a
deleted project should start fresh, not inherit stale mutes.

Project-scoped rules (Rule.project_id) are deliberately not suppressible
— delete them with delete_rule instead.

Implements plan-task #187.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-06-01 02:26:20 -04:00
bvandeusen 43a860c3ac feat(rules): project-scoped rules (S3)
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Rules can now belong to either a rulebook topic OR a single project,
enforced by a CHECK constraint (exactly-one of topic_id/project_id).
Adds the create_project_rule MCP tool + REST endpoint, surfaces
project-scoped rules in get_project/get_task/start_planning under a
new project_rules field, and adds a project Rules tab section with an
inline create form so the operator can author project rules from the
UI without rulebook ceremony.

- migration 0059: rules.project_id (FK projects ON DELETE CASCADE),
  topic_id now nullable, CHECK ck_rule_topic_xor_project, index on
  project_id
- model: Rule gains project_id; to_dict exposes it
- service: create_project_rule with project-ownership guard; list_rules
  with project_id filter UNIONs subscription-derived + project-scoped;
  get_applicable_rules adds a project_rules field; get_rule / update_rule
  / delete_rule fetch via a shared _fetch_owned_rule that handles both
  rulebook and project ownership paths
- trash: project delete cascades to project-scoped rules
- MCP: create_project_rule tool registered; _INSTRUCTIONS mentions both
  create_rule and create_project_rule paths
- REST: POST /api/projects/<id>/rules (statement required, title derived
  if omitted)
- frontend: Rule type gains nullable topic_id + project_id; createProjectRule
  client; ProjectRulesTab.vue gains a "Project rules" section with inline
  create form and per-rule expand/delete
- tests: register count → 18; create_project_rule unit tests (required
  fields, title derivation, explicit-title pass-through); applicable_rules
  shape tests now include project_rules; trash cascade test updated to
  expect 5 executions

S1+S2 (always_on flag + Scribe-first prompt) shipped in 658348f.
S4 (enter_project handshake) follows.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-06-01 01:10:18 -04:00
bvandeusen 658348f208 feat(rules): always_on rulebook flag + Scribe-first prompt
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Adds rulebooks.always_on (migration 0058) and a new list_always_on_rules
MCP tool so a session-start eager pull can fetch standing rules without
needing an active-project notion. Updates _INSTRUCTIONS so Claude calls
the new tool at session start and codifies engineering rules in Scribe
rather than CLAUDE.md / auto-memory.

Seeds FabledSword family rulebook to always_on=true on migrate, matching
its design role as the cross-project standards rulebook.

Frontend: badge in RulebookListPane for always-on rulebooks; toggle in
RulebookDetailPane header bound to a new toggleAlwaysOn store action.

This is S1+S2 of the rules-consolidation plan (Scribe task #508). S3
(project-scoped rules) and S4 (enter_project handshake) follow.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-06-01 00:56:08 -04:00
bvandeusen e5565b73dc feat(trash): Settings retention field (trash_retention_days, 0=keep forever) 2026-05-29 12:12:04 -04:00
bvandeusen b579aa1c88 feat(trash): TrashView page, nav links, and g+x shortcut 2026-05-29 12:10:27 -04:00
bvandeusen e5796b6f5c feat(trash): frontend trash API client + Pinia store 2026-05-29 12:07:44 -04:00
bvandeusen d04b6f4bba style(rulebook): narrow the Topics column in /rules 2026-05-28 11:42:08 -04:00
bvandeusen 311322fdc8 fix(plan): export startPlanning from tasks store (type-check) 2026-05-28 11:20:44 -04:00
bvandeusen dc93675470 feat(plan): KnowledgeView Plans facet + plan badge (knowledge endpoints + UI) 2026-05-28 11:12:59 -04:00
bvandeusen 2f5ef9124a feat(plan): Start planning button on project view 2026-05-28 10:44:40 -04:00
bvandeusen b30cf06096 fix(plan): move Applicable Rules panel to TaskEditorView (the routed task surface) 2026-05-28 10:43:41 -04:00
bvandeusen 75d3d40038 feat(plan): plan-task viewer shows Applicable Rules panel 2026-05-28 10:42:03 -04:00
bvandeusen 1d5f49fe3b feat(plan): frontend startPlanning API + store action + task_kind type 2026-05-28 10:41:24 -04:00
bvandeusen 9658e9a35c feat(rulebook): Project Rules tab — applicable rules + subscription chips 2026-05-27 22:20:19 -04:00
bvandeusen f2afb2a8bf feat(rulebook): /rules route, nav entry, g+r shortcut 2026-05-27 22:01:54 -04:00
bvandeusen 447adf816c feat(rulebook): subscription panel — toggle projects per rulebook 2026-05-27 22:01:03 -04:00
bvandeusen 75d8e7ab49 feat(rulebook): RulesView three-pane shell + child panes + rule editor 2026-05-27 22:00:32 -04:00
bvandeusen 605dd0a13a feat(rulebook): frontend API client + Pinia store 2026-05-27 21:59:23 -04:00
bvandeusen 4806c34a3c refactor: Phase 10 — Ollama service, image cache, config, frontend orphans
Final cleanup phase of the MCP-first pivot.

docker-compose:
  - docker-compose.yml: drop ollama service + OLLAMA_URL/MODEL env vars +
    IMAGE_CACHE / VAPID env comments
  - docker-compose.prod.yml: drop ollama service + Ollama env + GPU
    reservation
  - docker-compose.quickstart.yml: drop ollama service + Ollama env +
    GPU-reservation comment; quickstart instructions now point at the
    MCP Access tab instead of model-pull

Config:
  - Drop OLLAMA_URL, OLLAMA_MODEL, OLLAMA_BACKGROUND_MODEL,
    OLLAMA_KEEP_ALIVE_*, OLLAMA_NUM_CTX, EMBEDDING_MODEL (fastembed
    is hard-coded inside services/embeddings.py)
  - Drop IMAGE_CACHE_DIR, IMAGE_MAX_BYTES (image cache subsystem
    deleted)
  - Drop VAPID_PRIVATE_KEY, VAPID_PUBLIC_KEY, VAPID_CLAIMS_SUB (push
    deleted in phase 8)
  - Drop VOICE_ENABLED, STT_BACKEND, STT_MODEL, TTS_BACKEND (voice
    deleted in phase 8)
  - Drop Config.validate() rules for those keys

Image cache deletion:
  - services/images.py, routes/images.py, models/image_cache.py
  - models/__init__.py: drop ImageCache import
  - app.py: drop images_bp registration
  - alembic/versions/0054_drop_image_cache.py: DROP TABLE image_cache

Frontend client.ts orphan exports stripped:
  - getVoiceStatus, getVoiceList, getVoiceLibrary, installVoice,
    uninstallVoice, transcribeAudio, synthesiseSpeech,
    VoiceStatusResult / VoiceEntry / VoiceLibraryEntry types
  - getJournalConfig, saveJournalConfig, getJournalToday/Day/Days,
    triggerJournalPrep, runJournalCurator, listPendingActions,
    approvePendingAction, rejectPendingAction, listJournalMoments,
    updateJournalMoment, deleteJournalMoment, geocodeAddress
  - JournalConfig / JournalLocation / JournalConversation /
    JournalMessage / JournalDayPayload / JournalMoment /
    CuratorRunResult / PendingCuratorAction types
  - consolidateProfile, clearProfileObservations, listProfileObservations
  - ProfileObservationEntry, learned_summary/observations_* fields on
    UserProfile
  - consolidateTask (cascading update to TaskEditorView)
  - getFableMcpInfo, getNewsItems, GetNewsItemsParams, NewsItem import

TaskEditorView:
  - Drop the auto-summary banner + Re-consolidate button
  - Drop isBodyAutoMaintained gate (editor is always user-controlled now)
  - Drop reconsolidate function + reconsolidating ref

SettingsView:
  - profile ref no longer initialises learned_summary /
    observations_count / observations_updated_at (those fields are
    gone from UserProfile type)

Surviving frontend composables/components flagged for likely future
cleanup but not deleted in this commit (no compile errors, just
unreferenced after Phase 7-8):
  - useAssist, useFloatingAssist, useTagSuggestions, useVad,
    useListenMode, useOnnxPreloader (composables)
  - WorkspaceNoteEditor, WorkspaceTaskPanel, WeatherCard, InlineAssistPanel
    (components)
  - api/client.ts still references /api/notes/assist/* and
    /api/notes/suggest-tags via useAssist + useTagSuggestions — those
    endpoints 404 now but no caller hits them; dead at runtime, harmless.

Compose stack collapses to two services: `app` + `db`. No Ollama, no
voice models, no fable-mcp wheel build. First-boot install reduces to:
  docker compose up -d
  → visit web UI → register → Settings → MCP Access → copy snippet
  → claude mcp add … → done.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-27 19:10:25 -04:00