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8489206224 |
feat(notes): the sweep — which notes assert a fact nobody has confirmed (#3166, milestone 317 step 3)
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The read half. `notes_due_for_verification` + `mark_note_verified` + the MCP
pair, ordered `verified_at ASC NULLS FIRST`: never-checked outranks
checked-long-ago, because a note nobody has ever confirmed is a claim with no
evidence behind it at all. Postgres sorts NULLs LAST on ASC by default, so
getting this wrong would not error — it would silently invert the one signal
the sweep exists to carry, which is why it has a test of its own.
A SIBLING of rules_due_for_verification, not a shared implementation, and this
milestone is a deliberate self-application of note 3163: the row could have
been shared, the QUERY could not. That sweep scopes by rulebook ownership XOR
project ownership because rules have no sharing ACL at all; a note scopes by
the note ACL — browse, not read, so a record shared one-to-one never arrives
in a passive surface unasked (decision 2094).
What genuinely IS common moved to services/verification.py: how a stamp reads,
how old it is, and the three states `last_verified` distinguishes — None ("a
decision, the question does not apply"), "never" ("a fact nobody has
confirmed"), a date. Rulebooks now imports it rather than defining it, so this
is a consolidation and not a third copy.
A failed check writes NOTHING, carried over from 312: there is no "verified
false" state, because a note whose check failed is not in a special condition
— it is WRONG, and recording the failure as a flag would let it sit there
being false with the sweep quietly satisfied that somebody had looked.
Two decisions worth naming:
The sweep does NOT filter to non-task, non-snippet records even though the
write path permits a check on nothing else. Such a row would be in an ILLEGAL
state and this is the one surface that could say so; hiding it to match the
invariant would make the sweep agree with a database it had stopped
describing.
A negative `older_than_days` raises instead of meaning "everything" — silently
answering a different question is the failure shape this guards.
`notes_due_for_verification` is classified read-only in server.py, spelled out
because its name matches none of the prefixes the completeness test derives
from. `rules_due_for_verification` is in the same position and is NOT listed,
so it fails closed for read keys today — filed as #3191 rather than fixed
here, since widening an auth boundary on a tool I did not write is the
operator's call.
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700ef20eb0 |
feat(notes): a note's check is writable through both doors, and empty means empty (#3164, milestone 317 step 2)
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The rules path's three lessons (#3096), inherited: EMPTY MEANS NULL. The sweep's whole signal is `verify_with IS NULL` = "this is a decision, there is nothing to go and check". A "" that is not NULL makes a norm look like a constraint nobody has verified — and never-checked sorts FIRST, so it would sit at the top of the sweep forever. CLEARING IS EXPLICIT. At the MCP door "" means "leave this alone", so an agent updating a body does not wipe a check it was never asked about — which leaves no value meaning "remove it". `clear` names the field, and naming it cannot happen by accident. The REST door, where a cleared form input arrives as "", reaches the same place through normalisation: two idioms, one outcome. THE STAMP CERTIFIES A CHECK, NOT A RECORD. Rewrite or clear `verify_with` and `verified_at` is dropped, so the note re-enters the sweep. A note wrongly listed as due costs one look; a note wrongly vouched for costs exactly what the sweep exists to catch. `verified_at` is also no longer settable through an ordinary edit — a stamp says somebody performed THIS check, and minting one from a write that ran no check is the one thing that would make the sweep lie. And one this path adds: not every record may carry a check. A task's decay is its status — a done issue records what happened rather than asserting something that can go false — and a snippet already has verify_snippet, which compares its recorded location and code against the repo and expires its own verdict. Both are refused with a message naming the alternative, never dropped silently (minted_kind's reasoning, #3129), and the gate lives at the service so the two doors cannot come to disagree. Written as an INVARIANT over the resulting record, not a filter on which fields were passed. That is what catches the sideways route — a checked note being turned into a task, a write that names no check at all and would sail past any per-field gate. The MCP docstrings carry the norm-vs-constraint test, because at that door the docstring IS the contract and a field described only as "how to verify this" gets filled in on every note. Step 5 does this properly across the instruction surfaces; this is the minimum that stops the field being misused on arrival. tests/helpers gains `drive_update_note` — the patch stack for driving update_note, written twice before this and now once. The note-shaped fakes gain the trio explicitly, for fake_note's own stated reason: an unset attribute is a truthy MagicMock, and a truthy verify_with reads as a check that is there. |
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f80401d58e |
fix(knowledge): the browse vocabulary catches up three kinds, and a snippet's mirror survives the generic door (#3128 recs 2-6)
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Spike #3128 found the storage sound and the retrieval vocabulary frozen before `issue` shipped (0065). Five things, in the order they had to land. **The mirror (rec 5, the data-integrity one).** `notes.data` is DERIVED from a snippet's body, but only `update_snippet` knew that. `update_note` is a hasattr loop with no snippet awareness, and both doors reach it — so PATCH /api/notes/<snippet_id> {body} rewrote the body and left the mirror behind. `snippet_fields` PREFERS the mirror, so the row went on reporting its old repo/path/symbol to the location reverse lookup and to prior-art recall while displaying its new body: surfaced with full authority, and wrong. `snippets.recompose_data` rebuilds it from the body, carrying `verification` and `provenance` (neither is in the body to parse). An explicit `data` still wins, so every snippet-service write is untouched. **One facet table (rec 3), before adding any facet.** The type predicate was written three times — SQL, Python over semantic candidates, and a ternary computing the `is_task` pre-filter — and agreed only by luck. Adding `issue` to the SQL arm alone would have set the pre-filter to is_task=False, handed the Python arm a candidate set with no tasks in it, and returned an empty semantic half for the Issues facet forever with nothing red. `_FACETS` now generates all three. The Python arm also regains the `status IS NULL` half its SQL twin always had. **Issue and spike become facets (rec 2).** 435 issues — 17% of every task — were filterable nowhere on the human surface, while retired `plan` (90 rows) had a chip of its own. `_VALID_TYPES` was a hand-kept copy and is now derived. `plan` stays a valid facet for its legacy rows; it loses its chip. **Snippets stop being half-present in the feed (rec 4).** All 90 were in the All list, in no count, wearing an empty badge, and opening in the note editor. Counts now group by task_kind — every kind for the same two round-trips, which is why `issue` had no number — and total includes snippets, so the All chip matches the list it labels. Snippet cards route to /snippets/:id. **The prose that excused it (rec 6).** `snippet_fields` and the `data` column both still said pre-0070 rows were "never backfilled". True when 0070 landed, false since `backfill_snippet_data` shipped, and it read as licence for a stale mirror. Tests: the pre-filter can never exclude a row its own facet accepts (the regression, parameterised over every facet); both dialects select exactly their own rows; an unknown facet matches nothing; the mirror follows a body or title write, carries the verdict, and yields to an explicit `data`. `compiled_sql` moves to tests/helpers rather than becoming a third copy. Write-up: note #3161. |
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69d93898d9 |
fix(tasks): a task's kind is correctable — the Kind select stops lying (#3129)
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`kind` was accepted at CREATE on both doors and dropped at UPDATE on both: update_task had no such parameter, and the REST PATCH allow-list never read the field. So a task filed under the wrong kind could never be corrected. The frontend made it worse by looking like it worked. TaskEditorView binds a Kind select, marks the form dirty, and HAS ALWAYS SENT `kind` in the update payload — the store even types it. The route ignored it, returned 200, the view optimistically updated, the toast said "Task saved", and the old value came back on reload. Silent success, same class as #2709. Found by trying to re-file #3126 as a spike after deploying 0091. It could not be done; the task had to be recreated as #3128 and the original cancelled. One seam, not two doors. `minted_kind()` lives in services/notes.py because the REST route cannot import an MCP tool module and a second spelling of the list is how the doors would come to disagree. Both create and update route through it, so a bogus kind is now a readable error rather than a CheckViolationError surfacing as a 500. TaskKind joins TaskStatus and TaskPriority as a real enum, and update_note validates task_kind exactly as it already validated those two — the field had been reaching setattr through the hasattr guard with no validation at all, unnoticed only because no door ever offered it. The `-> plan` question #3129 raised is answered in code rather than left implicit: MINTABLE_KINDS is work/issue/spike, deliberately NARROWER than the column's CHECK. `plan` stays a valid stored value because historical plan-tasks carry it and must stay writable; it is simply not a value any door hands out, and the refusal names start_planning because a caller reaching for it wants a plan. The whitelist and the policy answer different questions and are not the same list. Every new test reads the value BACK. One that only asserted the call succeeded would have passed against the broken code — the route returned 200 while dropping the field, which is how this survived long enough to be found by hand. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> |
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041d8defbc |
feat(embeddings): best-chunk-per-note on every retrieval surface (#280 step 4)
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A note's relevance is now its best chunk's similarity, everywhere: - semantic_search_notes keeps the indexed raw-distance top-k and over-fetches chunk rows (x4, composing with the x3 supersession over-fetch), then collapses to first-appearance-per-note — rows arrive distance-ordered, so first is best. Every ranked consumer (MCP/REST search, Browse, auto-inject, write-path, gate) inherits through the one function. - list_notes semantic q swaps its join for a correlated MIN-distance subquery — the join would have repeated a long note once per matching chunk and made total count chunks. - the duplicate report groups its self-join by note pair on MIN(distance): pair similarity = closest chunk pair, and the < join now also drops cross-chunk self-pairs that would flag every long note against itself. - the write gate queries once per chunk of the candidate (capped at 8), so a note duplicating an existing record in ONE SECTION is caught — the whole-document query diluted exactly the section that mattered. Integration test now seeds a two-chunk note and pins the collapse against real pgvector. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs |
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0e70a3896b |
feat(embeddings): per-chunk rows — schema, write path, version-aware backfill (#280 steps 2+3)
note_embeddings becomes one row per chunk: PK (note_id, chunk_index), plus chunk_text (what this vector actually encodes) and chunker_version. Migration 0077 clears the table — embeddings are derived (0067 precedent) and the old whole-document rows are indistinguishable from single-chunk notes, so the startup backfill regenerates the corpus at the new shape. The backfill is now version-aware: a future shape change is a CHUNKER_VERSION bump that re-embeds exactly the stale notes, not another wipe. upsert_note_embedding takes (title, body) and chunks internally — one path for the write path, the recurrence spawn and the backfill. The recurrence spawn's own embed call is deleted outright: create_note already embeds via embed_note (#2056), so the spawn was a second copy of the rule. An emptied record now CLEARS its stale vectors instead of leaving them findable. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs |
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f11a547cd2 |
fix(lists): shared-project records appear, and a list's q means what search means
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#2462, both decided halves. ## The ACL defect list_notes filtered on Note.user_id == user_id with no scope parameter at all — never a per-call decision, the capability was absent. query_knowledge beside it was deliberately browse-scoped with a comment saying why. So a task in a shared project was invisible in list_tasks, enter_project's open-task list, the SessionStart todo count and the web UI's task views, while the same project's notes and snippets appeared. Now the shared clause: notes_visibility_clause(user_id, "browse"). Browse and not read, per decision #2094 — an ambient list must never surface a record someone shared one-to-one; those stay search-only. This is the remaining half of a fix made twice before (#2159 widened fetch, #2092 widened meaning), and the guard below is what stops a fourth half appearing. Guarded by source inspection in test_retrieval_scopes: every list-shaped service references a shared visibility clause AND carries no bare Note.user_id comparison that would quietly re-narrow it. An owner-only list returns correct-looking rows and simply omits the shared ones — the shape no behavioural test catches. ## q is semantic (operator: "make it match") The UI's note list keyword-matched while the UI's Browse search semantic-matched, over the same records, with nothing saying so. Now one meaning: q joins the embedding index and orders by cosine distance at the interactive floor, with every lifecycle filter still applied in the same indexed query. Relevance ordering wins over `sort` when q is present — a query is a relevance claim, and sorting its results by date would shuffle the answer. ILIKE survives only as the embedder-down fallback: degraded, never empty. Stated position: superseded records are NOT demoted in list-q. The penalty reorders a top-k; reordering a paginated, counted list would make page boundaries lie. The search surfaces carry the demotion. ## The interactive floor becomes one constant INTERACTIVE_SEARCH_THRESHOLD = 0.3 in embeddings.py, consumed by routes/search.py (was a commented constant), knowledge.py (was a bare literal), and the new list-q. This closes #2463's finding 3 early — the same number lived in two files with the reasoning attached to only one. ## Deferred, deliberately The return-shape unification (ORM objects vs dicts) stays undone. It is a 14-caller refactor whose motivation — callers being unable to swap paths — shrinks now that both paths share the clause and the meaning of q. If swap pressure recurs it deserves its own change, not a rider on an ACL fix. Refs #2462, #2463 |
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45c6b1c88a |
feat(supersession): the relation, and the dead column that stood where it should
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Step 1 of #278. Structure only — nothing reads or writes the new table yet. Old records outrank newer ones on the same subject because a similarity score cannot tell time. A note that accurately described how something worked in June is still accurate ABOUT June; it is just no longer the answer. Nothing recorded that, so nothing could act on it. `note_supersessions(superseder_id, superseded_id)`. The claim points FORWARD — the newer record names what it overtakes — because the older one cannot know it has been overtaken; asking it to record its own obsolescence is asking it to predict the future. A table rather than a column because the relation is genuinely many-to-many and partial, and both directions are hot: superseded_id answers "has this been overtaken?" at ranking time, superseder_id answers "what does this replace?" in a record view. An array column serves one and not the other. CASCADE is safe because trashing is not a delete — trash_svc stamps deleted_at, so a trashed note keeps its claims and restore brings them back. It fires only on purge_trash, where a claim about the row would be unactionable anyway. A CHECK rejects self-supersession, which under flat demotion would let a record demote itself. ## consolidated_at, and what it actually was Dropped. Written by nothing while serialised into every note and task payload as null — and worse, it implied a capability. The survey (#2483) read it as note consolidation modelled and abandoned. That was wrong, and the frontend is what says so: `TaskViewerView` rendered "✦ Auto-summarized from work logs" gated on this column. It is a survivor of the pre-pivot auto-summary subsystem (migration 0030), whose own column #599 removed. Not an unbuilt feature — an outlived one. So four more remnants went with it: the banner, its CSS, a `consolidatedAt` ref in TaskEditorView assigned and never read, and `.auto-summary-banner-editor` styling with zero template usage. That last one is presence-without-reference in the same family as the column itself. Dropped rather than repurposed for supersession, and the distinction is the point: consolidation folds records into one survivor and destroys the originals. Supersession is the opposite — both survive, the older ranks behind. Smuggling one in under a column named for the other would bury that in schema. ## The hard delete_note Removed, with a comment where it stood. Zero callers, and the danger was never that it ran — it is that it was findable by name. Someone wanting to delete a note greps `delete_note`, finds a function in the notes service with exactly the right signature, and permanently destroys a record every path downstream expects to be recoverable. The MCP tool of the same name already went through trash_svc; only the service function was the trap. Refs #278, #2483 |
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bbba0b3ae3 |
refactor(embeddings): one definition of the document a record is embedded as
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`f"{title}\n{body}"` was written out four times. #2486 found three — the write
path, the recurring-task spawn, the startup backfill. The guard added here
found the fourth immediately, and it was the one that mattered most.
`dedup.find_duplicate_note` built the same string as a QUERY, compared against
embedded documents. Shaped differently from the corpus it searches, the gate
degrades silently: it still returns neighbours, just less apt ones, and nothing
says the query and the index stopped agreeing. The spawn path has the same
shape of risk — a recurring task embedded differently from everything else is
ranked against documents it doesn't match.
None of the four had diverged. That is what makes this worth doing now rather
than after: they are identical today, so collapsing them is a no-op, and the
whole point is that the next change to the shape can't hit three of four.
Which is imminent. #2486 measured a dev-log separating from five unrelated
dev-logs by 0.023 where a snippet separates by 0.153 — the difference being
that a snippet states its purpose twice in a short document. Whether that shape
is right is the open question; testing an alternative against four copies would
mean testing a shape that isn't the one in production. This is the precondition
the issue named.
The guard is source inspection, matching the f-string pattern rather than a
variable name, so a copy that renames its locals is still caught. A behavioural
test cannot see this: an inlined copy produces the same string today and
diverges the day the shape changes.
Refs #2486
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5c51e29f26 |
fix(embeddings): embed in the service, so every caller gets it (#2056)
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A note or task created through MCP was not semantically searchable until the next restart's backfill ran. Embedding fired at the five REST route handlers and nowhere else; the MCP tools call the service directly, so they skipped it. The shape of this bug is the reason to care: it is invisible on an instance that redeploys constantly (this one does, per rule 46) and permanent on one that doesn't. Rule 115 — the product has to stand up for the install that restarts twice a year, not just for the one that restarts hourly. Moved to services/notes.embed_note(), called from create_note and update_note, and deleted from all five routes. Every caller — REST, MCP, recurrence, snippets — now gets it by construction rather than by remembering. Two things fall out of having one implementation instead of six: - It uses note.user_id, the OWNER. The routes were inconsistent: some passed the caller's uid, some the owner's. On a shared record the caller's id mints a second embedding row that nothing reads. - services/snippets.py's _embed_snippet existed only because snippets are created via MCP and the routes couldn't cover them. Every one of its four call sites goes through notes_svc, so the helper and its four calls are gone, along with the eight test patches that existed to neutralise it. RuntimeError (no running loop — unit tests, scripts) and any indexing failure are both swallowed: a write that succeeded must not be failed by its index. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs |
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cca40affe4 |
feat(snippets): add notes.data JSONB — the indexed mirror of snippet fields
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Milestone #232 step 1 (task #2081). Takes the enabler first rather than the write-path trigger: reverse lookup, drift checks and the duplicate finder all need to QUERY structured fields, and building them on body-regex first means writing them twice. #227 deferred this bag "unless body-convention ergonomics prove insufficient" — answering "which snippets live in this file?" by scanning every snippet and regexing its body is that condition being met. Migration 0070 adds `notes.data` (nullable JSONB) + a GIN index. The body is UNCHANGED and still what gets embedded and read by humans; `data` mirrors the same facts in a shape Postgres can index. Code is deliberately not copied into it — the body holds it, and duplicating a blob into the column we index around would be waste. - compose_data() builds the mirror, omitting empties so the column stays sparse - snippet_fields() prefers `data`, falling back to parsing the body. Rows written before 0070 have no `data` and are never backfilled, so a hand-edited body stays authoritative for them with no conversion deadline - create / update / merge all write body and mirror from the same merged field set, so the two can't drift; merge in particular has to grow the mirror with the survivor's location set or a merged snippet would be unfindable at the very call sites the merge just recorded Named `data`, not `metadata`, because that collides with SQLAlchemy's declarative Base.metadata — which is why the pre-0069 model had to map an awkward `entity_metadata` attribute. Not a revival of the column 0069 dropped: different name, different purpose, nothing reads the old shape. Two test fakes needed an explicit `data = None`: snippet_fields prefers `data` when truthy and an auto-MagicMock attribute is truthy, so every parsed field would have come back a MagicMock. Checked every fake reaching snippet code this time rather than waiting for CI (note 2109). Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01RLwAaV4DQEmVyn496HnEvt |
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8b069cc93f |
fix(acl): make the visibility predicates pure builders; repair CI
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Run 2888 failed with 7 tests down, both causes mine. The real problem was a design flaw, not the tests: readable_notes_clause and browsable_notes_clause each opened their own DB session to fetch the caller's group ids. That made them unmockable at the call site, so every unrelated service test suddenly had to know they existed and stub them — four modules broke the moment a service started calling one, and one of my own stubs patched the wrong name (readable_* where the code had moved to browsable_*). Fixed at the root: group membership is now a SUBQUERY rather than a fetched list, so both clauses are synchronous pure functions with no session. One fewer round-trip per query, membership folded into the statement the caller was already running, and nothing for callers' tests to mock. The "no groups means no group arm" special case disappears too — an empty subquery simply matches nothing. Also: _fake_note in the process tool tests had no real user_id, so its auto-MagicMock attribute reached session.get(User, ...) through the new provenance check and SQLAlchemy rejected it. The fixture now takes a real user_id defaulting to the bound caller, which makes "is this shared?" meaningful, and gains a case asserting another user's process comes back flagged. Test assertions on compiled SQL are deliberately loose about formatting: the local env has no SQLAlchemy (rule #10), so they check that the arms exist rather than guessing at exact rendering. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01RLwAaV4DQEmVyn496HnEvt |
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04b58ce01e |
feat(acl): shared records are search-only and always labelled as someone else's
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Narrows the |
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b49efdcb11 |
refactor(scribe): retire calendar/events + person/place/list entities (backend)
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Narrow Scribe to a Claude-Code work system-of-record (milestone #194, decision note #1759). Wholesale removal per rule #22 — backend + schema half. Calendar/events + CalDAV: delete models/event, services/{events,caldav, caldav_sync}, routes/events, mcp/tools/events; strip event branches from backup (bump v3->v4), dashboard (upcoming_events), trash, recent, and the mcp server read-only allowlist + instructions. Typed entities (person/place/list): delete mcp/tools/entities; drop the notes.metadata (entity_meta) column from model/service/routes and the knowledge browse service. note_type STAYS — it also marks 'process' notes. Scheduler: event_scheduler -> recurrence_scheduler, keeping only the recurring-task spawn job (drops event reminders + CalDAV sync). Schema: migration 0069 drops the events table + notes.metadata column + orphan caldav settings rows (faithful downgrade recreates them). KEEP: recurrence.py (task recurrence), notifications task reminders, graph view, and every work surface. Frontend + plugin/docs true-up follow next. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01BPtbSzA4JLMAKgFZ8VTg7Q |
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85e0501705 |
feat(issues): S2 MCP tools — system CRUD + issue/system wiring
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> |
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b255a0f90e |
refactor: rename package fabledassistant -> scribe (code-only)
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> |