The injected menu tells the agent to open any hit with get_note(id), and
that menu can list a collaborator's record reached through a shared
project. The fetch was still owner-only, so those lines answered
"not found" — for a record the same user opens fine in the browser.
The agent path was strictly narrower than the web path for the same id.
Same boundary miss as #2093: the list side was widened for sharing, the
fetch side wasn't. Both tools now resolve through get_note_for_user,
apply the trash filter themselves (permission resolution says nothing
about liveness), and attach describe_provenance so a shared record
arrives marked as someone else's rather than passing as the caller's.
routes/tasks.py's parent-title lookup had the same narrowness: a shared
subtask rendered as an orphan when its parent was equally shared.
Four fetch tests across three files were patching notes_svc.get_note and
had to be retargeted — note 2109's third sub-case, caught by grepping
tests/ for the old name before pushing rather than by CI (#2159).
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01RLwAaV4DQEmVyn496HnEvt
#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>
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>
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>
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>
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>
bvandeusen