Step 2 of the snippet-merge milestone (#231). The dedup gate only PREVENTS
new near-duplicates; merge is the CURE for the ones already scattered.
- services/snippets.py: merge_snippets(user_id, target_id, source_ids) —
keep the target's scalar fields (name/when_to_use/signature/language/
code), union the sources' locations + extra tags onto it (so the survivor
carries every call site as a location), trash the sources (recoverable),
re-embed the survivor. Pure merge_snippet_fields() factored out for unit
testing. Returns (survivor_note, merged_ids).
- mcp/tools/snippets.py: merge_snippets(target_id, source_ids) tool (5th),
and a create_snippet dedup-path nudge toward merge over a forced copy.
- routes/snippets.py: POST /api/snippets/<id>/merge {source_ids} — share-
aware (can_write target + every source, rule #78) with a same-owner guard
(cross-owner merge is out of scope).
- plugin reusing-code skill + MCP _INSTRUCTIONS: point found-duplicates at
merge as the cure (rule #119 surfaces, not a Scribe rule). plugin.json
0.1.13 -> 0.1.14 in the same change (the #1040 marketplace-ship lesson).
- Tests: pure merge-helper union/dedup; MCP tool (requires a source,
survivor+merged_ids, not-found); route handler + 5-tool registration.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Pa2EsuB54BuWQ8GfJq9c7t
Step 1 of the snippet-merge milestone (#231). A snippet that unifies N
found one-offs carries N locations (one per call site), so `location`
becomes a list. Ships on the body-convention — no migration, swappable to
the deferred `data` JSONB later (as #227 decision 5 anticipated).
- compose_body: renders `**Location:**` for a single location, a
`**Locations:**` bullet list for several. Accepts a `locations` list;
the single repo/path/symbol params remain as a one-location shorthand
(create path + existing callers/tests unchanged).
- parse_snippet_fields: reads BOTH the new `**Locations:**` list block AND
the legacy single `**Location:**` line (tolerant, never raises); returns
a `locations` list and mirrors the first into repo/path/symbol for
back-compat (rule #33).
- update_snippet: gains a `locations` param — replaces the whole set; else
a legacy single triple overlays onto the first location; else kept.
- Tests: multi-location round-trip, singular-vs-plural label, legacy
single-line parse, normalize dedup/empty.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Pa2EsuB54BuWQ8GfJq9c7t
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
Step 5 of the Drafter recall milestone (#227): teach agents the two
snippet reflexes — search recorded snippets before writing a new
helper/util/component, and record something reusable the moment it's
built — via the app's own instruction surfaces, not a Scribe rule
(project rule #119). All instance-agnostic (rule #115).
- plugin/skills/reusing-code/SKILL.md: new auto-surfacing process-skill
covering both reflexes (recall-before-rebuild + record-when-reusable).
- src/scribe/mcp/server.py: a Snippets paragraph in the MCP _INSTRUCTIONS.
- plugin/hooks/scribe_static_context.md: a "reuse before rebuilding"
bullet in the SessionStart static context.
- plugin/.claude-plugin/plugin.json: version 0.1.12 -> 0.1.13 in the same
change so the autoUpdate marketplace ships it (the #1040 lesson);
description skill list updated.
- plugin/README.md: trued the process-skill list to what actually ships.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Pa2EsuB54BuWQ8GfJq9c7t
Record reusable functions/components once so they surface via the existing
semantic search + title-first auto-inject, instead of re-solving as one-offs.
A snippet is a Note with note_type='snippet' (no schema change): note_type is
free-text, and semantic_search_notes never filters by type, so snippets join
the recall/auto-inject pool the moment they're embedded. Structured fields
(name/language/signature/location/when_to_use/code) are stored via a body
convention — title = "name — when to use" (what auto-inject surfaces), language
+ "snippet" as tags, templated markdown body — keeping storage swappable later
without changing the tool/UI contract.
- services/snippets.py: compose/parse helpers + create/get/list/update wrappers
over notes_svc (dedup + System association reused).
- mcp/tools/snippets.py: list_snippets / create_snippet / get_snippet /
update_snippet, registered in tools/__init__.py.
- unit tests for the serialize/parse round-trip and the MCP tool surface.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Pa2EsuB54BuWQ8GfJq9c7t
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
Add retrieval_logs (migration 0068) + services/retrieval_telemetry with a
fire-and-forget record_retrieval(), wired into the MCP search tool
(source=mcp_search) and the REST search route (source=rest_search). Captures
query, effective params, and the per-result score distribution so KB-injection
thresholds can be tuned from data rather than guessed.
Scribe: project 2, milestone 93, task 1032.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Xz4j1H7pjYSjKsEpgcNH5E
Move semantic_search_notes off the full-table Python cosine scan onto a native
pgvector column: indexed ORDER BY embedding <=> :q LIMIT k (HNSW, cosine).
Migration 0067 enables the extension, converts the JSONB embedding column to
vector(384) (stale-dim rows dropped and regenerated by the startup backfill),
and builds the HNSW cosine index. Postgres image moves postgres:16-alpine ->
pgvector/pgvector:pg17 across prod, quickstart, and CI.
Scribe: project 2, milestone 93, task 1031.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Xz4j1H7pjYSjKsEpgcNH5E
Plan #825 (T2 — Issues task_kind) shipped S1–S4 but its S5 docs slice
never landed, so every behavioral surface the plugin pushes to the agent
still described the pre-kind convention ("tag `issue`" on a create_note).
Result: agents fixed bugs without reaching for kind=issue and dumped the
work as logs on unrelated open tasks.
- _INSTRUCTIONS: rewrite the "record a problem" bullet to
create_task(kind="issue") with symptom→cause→fix + arose_from_id /
system_ids, and an explicit "not a work-log on an unrelated task"; add
Issue + System to the hierarchy section.
- skills/systematic-debugging, verification: drop "tag `issue`" /
create_note-issue, point at create_task(kind="issue").
- skills/using-scribe: add issues/systems to the entity list + reflex #6.
- hooks/scribe_static_context: fix → its own issue on the keyless floor.
Instance-agnostic, prose-only; no schema or tool-behavior change.
Pairs with always-on rule #118. Issue: #855.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
execution_options() is a coroutine on AsyncConnection and must be awaited;
the un-awaited call returned a coroutine, so exec_driver_sql() blew up with
AttributeError and every table's VACUUM was skipped (Run-now reported 0/6).
A prior change had wrongly dropped the await. Fix it and make the test mock
execution_options async so this call shape is actually exercised.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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>
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>
#834. The pre-compaction complement to the shipped post-compaction re-grounding
banner. Because Scribe records progress as you go (task status, work-logs,
decision notes), a compaction at a clean work-seam is lossless — so guide the
model to recommend it proactively rather than letting auto-compact fire mid-task.
Placed in the ALWAYS-loaded channels (operator wants it consistently in context,
not relevance-gated like a skill): MCP _INSTRUCTIONS (every handshake) + the
static SessionStart floor (every session, MCP-independent). Behavior: at the end
of a block of work in a long session, ensure in-flight state is logged, then tell
the operator it's a safe moment to /compact (naming what was logged); recommend
at seams, not every turn; the model can't run /compact itself.
plugin.json 0.1.8 → 0.1.9 so clients re-pull the static-context change.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Completes the Phase 5 follow-up: rules now get the same update-over-create
gate. Title-based only (rules aren't a semantic-retrieval/RAG surface), scoped
to the same topic (rulebook rule) or same project (project rule). force=true
overrides; fail-open like the note/task gate.
Deferred-item decisions (operator): REST/web gating SKIPPED (kept MCP-only —
humans rarely double-create and a hard block needs UI affordance); orphan scope
kept orphan↔orphan (no change). So this rule gate is the only remaining build.
- services/dedup.py: find_duplicate_rule(title, topic_id|project_id).
- create_rule + create_project_rule: force param + gate.
- tests: rule title match, scope-required guard, tool gate (block + force).
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
The Phase 5 gate added a DB query before every create_note/create_task. When
that query fails (DB unreachable, etc.) the create must NOT error — a dedup
check is advisory infrastructure, not a correctness gate. Wrap the title query
so any failure degrades to "no duplicate found" and the create proceeds.
Also fixes 7 existing create tests that don't mock the DB: they now exercise
the fail-open path (no Postgres in the unit-test job) instead of erroring.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
#755 Phase 5. create_note / create_task now BLOCK a near-duplicate instead of
silently inserting: they return {"duplicate": true, "existing_id", message}
pointing at the record to UPDATE. Fights store bloat and stale competing copies
that semantic search (RAG) would otherwise resurface for reconciliation. A
force=true override creates anyway for genuinely-distinct records.
- services/dedup.py: find_duplicate_note — two signals, scoped to owner + same
project + same kind: (1) normalized-title exact match (cheap, always); (2)
semantic cosine ≥ 0.90 but ONLY when body ≥ 200 chars (short/title-only
embeddings false-positive — the pre-pivot lesson). Project-less (orphan)
records compare only to other orphans on BOTH signals (orphan_only on the
semantic call) — they're not matched across every project.
- Gate wired into the MCP create_note/create_task tools (the LLM write path)
with force override; _INSTRUCTIONS documents the duplicate response + force.
- Opt-in by design: the service helper is only called from the interactive
create tools. Internal/programmatic creates (recurrence spawn, imports) go
straight through services.create_note and are NOT gated — a recurring task
spawning its next same-titled instance must not be blocked.
- Scope v1: MCP tools only. REST/web (human CRUD, needs a UI affordance) and
create_rule (not a RAG surface; _INSTRUCTIONS already steer it) are follow-ups.
- tests: dedup service (title/semantic/body-gate/type-filter) + tool gate
(blocks, force bypasses) for notes and tasks.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
#755 Phase 4. Saved Scribe Processes (DRY pass, Drift Audit, …) now surface as
auto-triggered Claude Code skills instead of pull-only get_process calls.
Design correction vs the plan: stubs live in the USER's ~/.claude/skills/, NOT
plugin/skills/_instance/. The plugin is git-cloned and identical per install, so
instance-specific generated files can't ride in it; personal skills are
live-detected within the session (verified via claude-code-guide). MCP prompts
were the alternative but are pull-only (no relevance auto-surface), so skills are
the right primitive.
- backend: GET /api/plugin/processes manifest (services/plugin_context.
build_process_manifest) — {name, slug, description} per Process; description is
the auto-surface trigger (title + preview); slugs deduped, blanks skipped.
- plugin: scribe_sync_processes.sh writes ~/.claude/skills/scribe-proc-<slug>/
SKILL.md (body = "call get_process(name), follow verbatim") and PRUNES stale
scribe-proc-* stubs. Fail-open + silent; a transient fetch failure never wipes
existing stubs. Runs as a 2nd SessionStart hook + via the /scribe:sync command.
- plugin.json 0.1.7 → 0.1.8; README updated.
- tests: build_process_manifest (render, slug dedupe, blank-title skip, preview
truncation). Sync script's write+prune validated in isolation (plugin/** is not
CI-covered): correct stubs created, stale pruned, unrelated skills untouched.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
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>
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>
Closes the REST gap S4b's UI needs (S2 only extended MCP tools):
- routes/tasks.py: create/update accept system_ids (set-semantics) + arose_from_id;
GET/create/update return the task's associated systems. kind=issue already
flowed via task_kind. Associations set via services/systems (ACL-checked;
can_write_note already gated).
- services/dashboard.py: _open_issues section (owner-scoped, ranked like other
task lists, capped) added to build_dashboard. Dashboard test updated for the
new key.
Refs plan 825 (S4b, backend half).
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Third slice of Issues + Systems (spec #825).
routes/systems.py (nested /api/projects/<id>/...): GET/POST systems (list adds
per-system open_issue_count via one grouped query), GET/PATCH/DELETE a system
(GET returns records split into issues/tasks/notes), GET .../systems/<id>/records
(kind/open_only filters), GET .../issues (project's open issues for the project
view + dashboard roll-up). login_required; project access via get_project_for_user;
writes gated by can_write_project (clean 403); system.project_id verified to match
the path. Blueprint registered in app.py.
services/systems.py: + open_issue_counts_by_system (one grouped query) and
list_issues (project issues, open by default).
Tests: structural (blueprint registered + in app, handlers callable, service
contracts take user_id) — matches the house route-test pattern.
Refs plan 825 (S3).
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Second slice of Issues + Systems (spec #825).
New mcp/tools/systems.py: create_system, list_systems, get_system (records
split into issues/tasks/notes), update_system (incl. archive via status),
list_system_records (kind/open_only filters), delete_system. Registered in
register_all; read tools (get_system, list_systems, list_system_records) added
to the read-only-key allowlist (write tools default-deny).
create_task/update_task: kind now accepts 'issue'; new system_ids (set-semantics
associations) and arose_from_id (provenance, 0=unchanged/-1=clear) args.
create_note/update_note: new system_ids arg (notes associate with systems too).
services/notes.create_note: arose_from_id passthrough (update_note already
handles it via setattr).
Tests: MCP system tools + create_task issue-wiring (kind/provenance/systems),
service layer mocked.
Refs plan 825 (S2).
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
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>
Superpowers was uninstalled but its replacements were never built (only
using-scribe shipped) — a live functional hole. Author the 4 the operator
wants back, each integrated with Scribe's toolset rather than generic copies:
- writing-plans -> start_planning / kind=plan task, not local .md
- systematic-debugging -> capture issue (symptom->cause->fix, tag issue) on resolve
- verification -> log results to the task work-log; honest done
- brainstorming -> recall prior thinking first; capture the decision note
Skipped TDD + receiving-code-review per operator (well-covered by Claude/them).
Manifest + using-scribe list now advertise only the 4 that ship. Remove the
stale docs/superpowers/*.md reference in _INSTRUCTIONS (superpowers is gone).
Plugin 0.1.6 -> 0.1.7.
Refs plan 821 (Phase 3 of 755).
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Finish the breakfix/issue-logging gap as a lightweight convention: when
recording a solved problem, capture symptom -> root cause -> fix and tag it
'issue' so it's findable instead of re-diagnosed. Pairs with the B9 trigger
('log when a problem is found'). No schema change — a structured note_type/
task_kind=issue is deferred to a joint schema pass with B7.
Refs plan 812 (B8 convention; B7 deferred).
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Drop the '(This instance's rules carry the specifics.)' pointer — universal
_INSTRUCTIONS must not assume this install has a particular rulebook. State the
ACL principle on its own so it holds for any Scribe install/fork.
Refs plan 812 (instance-agnostic product principle).
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
The MCP instructions are domain-neutral except a thin layer of dev vocabulary
and one project-specific paragraph (B10 audit, task 812). Make the data store's
own instructions serve any domain, and add the missing positive write-mandate.
B9 (neutralize):
- 'before writing code' -> 'before you dive in'
- Note examples 'dev-logs' -> 'logs of what happened'
- record trigger 'a merge, a shipped feature, a finished plan' + 'dev-log note'
-> 'finishing a task, or hitting/discovering a problem that changes direction'
(folds in B8: log pivots, not just wins; mirrors the static-tier wording)
- recall examples 'ticket/dev-log' -> 'task/prior note' (server + SKILL.md)
- 'Engineering and workflow rules' -> 'Workflow and standards rules'
- slim the 'developing Scribe itself' ACL paragraph to a neutral one-liner
(project-specific specifics already live in rules #47/#78)
A4 (write-mandate): state up front that Scribe is the system of record — record
work here, recall before acting, don't keep project work in local files.
Refs plan 812 (B9, A4, B8-trigger); B10 audit work-log.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Direction change (operator, see plan task #755 work-log): the plugin must
NOT depend on disabling a native Claude function to work. It earns its place
by steering behavior, not by toggling autoMemoryEnabled.
Memory doctrine (no dual-write):
- using-scribe SKILL.md gains "Scribe holds these functions — don't keep a
second copy": route rules/recall/planning to Scribe, don't also write them
to native auto-memory, never instruct disabling a native function, and
accept a "Scribe-shaped hole" if the plugin is removed (recover over time).
- mcp/server.py _INSTRUCTIONS: drop the paragraph that told the model to
create/refresh a "rules live in Scribe" pointer in CLAUDE.md / ~/.claude
memory. That was an active dual-write instruction; the SessionStart hook is
the bridge now. Replaced with the no-dual-write / no-settings-dependency
doctrine. Supersedes plan #755 Phase 6 ("set autoMemoryEnabled:false").
Project-scope discipline (stop cross-project bleed):
- using-scribe SKILL.md gains "Stay inside the active project's scope": pass
project_id to every read, only reference/offer work on the in-scope project,
ask before switching.
- _INSTRUCTIONS scope bullet extended from reads to referencing/offering, and
flags get_recent as cross-project.
- get_recent docstring gains a scope note steering to scoped list_* when a
project is active.
plugin.json 0.1.4 -> 0.1.5 so clients' caches actually refresh (re-shipping
under the same version does not bust the cache).
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
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>
Make the always-on / subscribed / project-rule distinction explicit at the
authoring surface so it can't silently regress (for this operator or other
users). Previously the tools said only 'cross-project rulebook rule' and a
bare 'subscribe a project' — nothing steered project-specific detail away
from shared rulebooks, which is how a Scribe-pinned rule ends up binding
every family project.
Principle encoded in 5 places: a rule's home is chosen by WHO it should bind,
and both rulebook tiers are SHARED so their rules stay general — they differ
in reach (all projects vs opt-in by theme), not generality. Project-specific
detail goes in create_project_rule.
- server.py MCP instructions: add the 3-tier authoring principle
- create_rule / create_rulebook / create_project_rule / subscribe_* docstrings
- using-scribe SKILL.md: a 'Where a new rule goes' note for the pull path
Refs #755
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
The SessionStart hook asked for a project_id via plugin userConfig, which pins
one install to a single project — wrong for an operator working across many
repos/projects. Resolve the active project server-side from the working repo's
git remote instead (a stable identifier, not a dir-name guess).
- repo_bindings table (migration 0064) + RepoBinding model: (user, repo_key) ->
project, FKs CASCADE.
- services/repo_bindings: normalize_repo_key collapses ssh/https/scp/creds/port/
.git to host/owner/repo; resolve/set/list/delete.
- GET /api/plugin/context takes ?repo=<remote>; unbound repo -> a "bind this
repo" hint with a ready bind_repo() call. project_id kept as manual override.
- MCP tools: bind_repo / list_repo_bindings / unbind_repo.
- Hook sends ?repo=$(git remote get-url origin) URL-encoded; all project_id
handling removed. plugin.json drops the project_id userConfig (0.1.2 -> 0.1.3).
- Tests: normalize equivalence classes + unbound-hint rendering.
Refs task 755 (Scribe-as-plugin push channel).
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
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>
The v2 backup silently dropped the entire rulebook system (rulebooks, topics,
rules), the project subscription/suppression join tables, and events — so a
'full' backup wasn't. v3 adds all of them with FK re-mapping on restore, and a
_not_included field that names the still-deferred tables (ACL groups/shares,
api_keys, embeddings, transient/operational) so the gap is explicit, not silent.
restore_full_backup routes v2 and v3 through one path; v3-only sections are
guarded by data.get so a v2 payload still restores cleanly.
Tests: version/coverage constants, pure join-table row helpers, and the export
contract via a mocked session (CI has no DB; full round-trip is a manual check).
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Phase 1 of plan #755 (Scribe-as-plugin). Gives Scribe its own session-start
push channel so always-on rules + active-project context surface without being
asked — the gap behind 'I have to prompt for everything'.
- services/plugin_context.build_session_context: renders always-on rule titles
grouped by topic (under the 10k additionalContext cap; full text stays one
list_always_on_rules/get_rule call away) + optional project goal/open-task
count + a recall/update-over-create reflex line. Capped at 9000 chars.
- routes/plugin GET /api/plugin/context (login_required already accepts Bearer
fmcp_ keys; read scope suffices).
- tests: titles-not-statements, project scoping, length cap (pure mocks).
- scripts/scribe_session_context.sh: dogfood SessionStart hook, fail-open,
reads url+token from .mcp.json. Superseded in Phase 2 by the plugin-bundled
hook using userConfig.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
The MCP surface advertised writing well but recall poorly, and project
scoping had no anchor that survived past enter_project's snapshot:
- search / list_notes dropped the project_id their services already
support, so a scoped search was impossible — every query swept all
projects and bled unrelated work into the session.
- The tool descriptions were mechanical ("Semantic search over the
user's notes and tasks") with no trigger telling Claude WHEN to reach
for them; the server instructions were all write-discipline and said
nothing about searching before answering or starting work.
Changes:
- search, list_notes: add project_id param, wired to the service.
- search, list_notes, list_tasks: trigger-worded descriptions that push
passing the active project's id and reserve project_id=0 for a
deliberate cross-project sweep.
- _INSTRUCTIONS: add a 'Reach for Scribe to RECALL, not just to record'
block — search before answering/starting, check for an existing ticket
before create_task, scope reads to the active project (which does not
stick on the server).
Paired with always-on rule #75 in the FabledSword-family rulebook.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
- 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>
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>
The ACL constraint (scope every read/mutation by owner + shares via
services/access.py) is a security-correctness invariant that should
always be loaded, and it's FabledScribe-specific — so it belongs in
Scribe's own contained _INSTRUCTIONS, not the cross-project FabledSword
rulebook. The redundant rulebook rule will be retired once this ships
to prod.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Adds an always-on _INSTRUCTIONS directive: when work touches Scribe and
no project is in scope, search for a related project and propose
enter_project (confirm first), or offer to create one (confirm name/goal
first) — never silently adopt or create. Pairs with the enter_project
handshake and the host-memory pointer directive. Closes scribe task #585.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Optional FKs on update_task previously had no way to express 'remove' —
0 meant leave-unchanged and any positive int meant set, so a milestone
(or project) could only be cleared via the web UI. Now -1 clears the FK
(NULL); clearing project_id also clears milestone_id since a milestone
can't outlive its project. update_note already NULLs on None, so the
change is confined to the tool wrapper. Closes scribe task #586.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
When a project subscribes to a rulebook, the agent should ensure the
host's persistent memory carries a pointer that engineering/workflow
rules live in Scribe (loaded via list_always_on_rules / enter_project),
plus a one-line note of the current project's work. Pairs with the
existing 'don't duplicate rules into memory' directive: memory holds the
pointer + project context, Scribe holds the rules.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Adds a 'keep task state honest' directive to the MCP _INSTRUCTIONS: set
in_progress on start, log progress with add_task_log as you go, set done the
moment work completes (never leave finished work at todo), and write a dated
dev-log note on the project at significant landings. Reinforced in the
update_task status docstring. App-layer + always-loaded, no rule/config needed
— closes the gap where finished work (e.g. a shipped plan) sat open because the
lifecycle was available but never prescribed.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Task 2 of #583. Minimal login-gated blueprint returning build_dashboard(uid);
registered in the app factory.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Task 1 of #583. build_dashboard(user_id) assembles the /dashboard payload:
most-recently-active projects (ranked by max child updated_at) each broken
into active milestones -> open tasks (in_progress->priority->recency, capped 5),
recently-completed (7d/8), upcoming events (7d), week stats. Owner-scoped,
trashed excluded; each section isolated via _safe so one failure doesn't blank
the page.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Task 4 of #582. Add 'process' to the knowledge route _VALID_TYPES and to the
get_knowledge_counts facet + total. query_knowledge/_apply_type_filter already
handle arbitrary note_type, so listing by type=process works unchanged.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Task 3 of #582. Tells Claude that note_type=process notes are reusable saved
prompts and to fire them via list_processes/get_process on 'run the X process'.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Task 2 of #582. New mcp/tools/processes.py mirrors entities.py — tools wrap
notes_svc directly. get_process is the fire mechanism (returns the full prompt
via resolve_process; surfaces other_matches on an ambiguous name). Registered
in register_all.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Task 1 of the Stored Processes plan (#582). resolve_process(user_id, name_or_id)
resolves a note_type=process note owner-scoped + non-trashed, precedence
numeric id -> exact case-insensitive title -> substring; returns
(note, other_candidates) so an ambiguous fuzzy match can be disambiguated.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Drift-audit Group 8 (final item). _fire_reminders previously gated on the
base row (reminder_sent_at IS NULL AND start_dt > now), so a recurring event
reminded at most once ever — once the first occurrence passed, no future
occurrence qualified.
Now recurring events are evaluated every sweep against their next occurrence
(rrulestr.after(now)), and reminder_sent_at stores the start of the occurrence
last reminded about. Each new occurrence has a distinct marker, so it re-arms
and fires exactly once per occurrence. One-shot events keep the classic
NULL gate. Also adds the deleted_at filter so trashed events stop reminding.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>