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16 Commits
Author SHA1 Message Date
bvandeusenandClaude Opus 5.5 b3b616b20a fix(moments): the tools import the delivery module, and the tool-list cache leaves the swept directory (milestone 458 step 4a, #4922)
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Two guards caught 7865313:

- test_mcp_tool_processes reads every coroutine in a tool module's
  namespace as a tool, and a name-imported attach_moment_rules looked
  like one. All seven modules now call moment_delivery.attach_moment_rules,
  and the parity guard accepts the attribute form.
- The session-ledger convention: a file in a swept directory must be a
  .ids ledger. The tool-list cache describes the install, not the
  context, so it moves to its own directory, scribe-moment, where a
  compaction does not sweep it.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-05 12:24:30 -04:00
bvandeusenandClaude Opus 5.5 78653130d6 feat(moments): mounted rules arrive when their moment happens, through every door (milestone 458 step 4a, #4922)
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A rule mounted on a moment now reaches the session when an act reaches
that moment, with no semantic match involved:

- run_moment_arm on the pipeline: a lookup, not a ranked search. Each
  line names the moment and the act that reached it ("at work.deliver,
  reached by `git push`"), so a misfire is visible where it lands and
  can be unmapped in-session. A repeat is cited, not quoted; fresh
  rules are recorded surfaced under source moment_rule with the moment
  in detail. No retrieval_logs row, as for the other lookups, so no
  latency is persisted for this arm.
- rule_scope: a rule's home clause, moved out of semantic_search_rules
  so the moment lookup scopes by the same one.
- rulebooks.rules_on_moments / mounted_moments.
- The plugin door: a catch-all PreToolUse hook (scribe_moment.sh). It
  keeps /moment-tools' answer on disk for five minutes, so a call to a
  tool that cannot reach a mounted rule sends nothing, and an install
  that has mounted nothing sends one request per window. It shares the
  rules ledger with the other arms and fails open silently.
- The MCP door: Scribe's own tools named by the shipped mappings carry
  moment_rules in their response, so a client without the plugin gets
  them too. The hook skips those tools. A guard pins the attach on
  every one.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-05 12:21:45 -04:00
bvandeusenandClaude Opus 5.5 d2ac7bf220 fix(lessons): a lesson's name is one claim on one line (#4797)
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#4797 "A lesson's what takes a whole narrative, and the narrative becomes
its name". `what` is the title every listing and menu prints. Nothing
enforced its documented "one line", so lessons written with the incident
in `what` printed up to ~1,500 characters as a menu line, buried the
claim, and diluted the trigger in the embedded title. That was 14 of the
39 lessons on this install.

- lessons.require_claim refuses a `what` over WHAT_MAX_CHARS (240) or
  running over several lines. The refusal says the story goes in
  `insight`.
- Both doors call it before writing:
  - MCP create_lesson / update_lesson;
  - REST create / update.
  An update checks only a NEW name, so a lesson stored with a long one can
  still take the edit that repairs it.
- lessons.claim_line is the display half. _menu_name shows an over-long
  stored name as its first sentence marked " …", because a door guard
  does not undo rows already stored and an unrepaired install would keep
  printing them.
- The tool docstrings state the bound.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-03 23:04:53 -04:00
bvandeusenandClaude Opus 5.5 6d3dca0af5 feat(lessons): convergence is named at the write — no-rule lessons that keep landing in one situation suggest a rule (milestone 440 step 5, #4634)
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When a lesson is answered "no rule fits" (create_lesson / update_lesson on
both doors), the response looks for other no-rule lessons it resembles and,
once there are CONVERGENCE_LESSONS (3) of them, carries `convergence`: the
members, their incidents and projects, and a hint to draft the missing rule
with create_rule (operator approval as always) and point each lesson at it —
or to leave them as lessons when no single choice is right every time.

- convergence_group is the pure bar: distinct LESSONS count, incidents never
  stand in for them (one broad lesson cannot trigger it), and a group whose
  sources all point at one incident is one event written up several times.
- convergence_for searches lessons by the new one's claim + trigger
  (trigger_title) at CONVERGENCE_THRESHOLD 0.65 — above the menu's "worth
  showing", below the duplicate gate's "same record" — then keeps the ones
  with a lesson_no_rule answer. Fail-open. No sweep, no timer (#4183).
- Defaults stated as defaults (rules 32, 115).
- Tests: the bar (pure), the search with stubs, the door, and the no-rule
  filter against Postgres; conftest stubs convergence_for for unit tests.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-01 15:31:15 -04:00
bvandeusenandClaude Opus 5.5 f7d8dc2e55 feat(lessons): judged when written — a new lesson is offered its rules, and "no rule fits" is an answer (milestone 440 step 2, #4631)
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"Which rule is this lesson an instance of?" now has three recorded answers:
a rule named (a confirmed link, #4630), no rule fits (new), or unjudged.

- Model + migration 0112: lesson_no_rule (lesson_id PK, CASCADE from the
  note; why; judged_at). A table rather than a key in notes.data, because
  that mirror is re-composed from the body on every edit and would erase it.
- Service (lesson_rules): set_no_rule rejects any confirmed link with the
  reason; a confirmation (set_lesson_rules or judge_link) deletes the answer;
  require_one_answer refuses both answers in one call before any write;
  judgments_for_lessons + attach_lesson_rules add rule_judgment (and no_rule)
  to every lesson payload; list_unjudged lists the open ones; rule_candidates
  searches rules with the lesson's claim + trigger at the explicit-search bar,
  None when the search could not run.
- MCP: create_lesson/update_lesson take no_rule; an unanswered create returns
  rule_candidates, rule_judgment and a rule_hint; list_lessons(unjudged=true).
- REST: the same on POST/PATCH /api/lessons and GET ?unjudged=1; create
  returns rule_candidates.
- Backup v19: a lesson_no_rule section, export (full and per-user) and import.
- Guidance: create_lesson docstring, writing-records.md in using-scribe (owner,
  pinned in test_guidance_ownership), create_rule docstring on linking the
  lessons a new rule governs. Plugin version minted.
- Tests: door units, integration for the three states, the rejection reason,
  scoping, cascade; backup registries.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-01 13:25:27 -04:00
bvandeusenandClaude Opus 5.5 41e4fbaba1 feat(lessons): a lesson names the rule it is an instance of — lesson_rule_links (milestone 440 step 1, #4630)
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The link between a lesson (one concrete situation) and the rule that governs
it, with the operator's soft-then-hard design built into its state:
suggested while evidence accumulates, confirmed or rejected once judged. Only
confirmed will carry a rule in retrieval (#4633); rejected is kept so the pair
is never proposed again.

- models/lesson_rule_link.py + migration 0111: one row per (lesson, rule),
  CASCADE on both ends, indexed both ways, CHECK on state (rule 36), evidence
  JSONB and judged_at.
- services/lesson_rules.py: require_rules (validated before any write, so
  a bad id leaves nothing half-linked), set_lesson_rules (set-semantics;
  a dropped rule becomes rejected, not forgotten), judge_link, and the two
  reads. ACL: write on the lesson (share-aware), ownership of the rule; a
  reader sees only rules they own. Decorations are fail-open (#4286).
- MCP: create_lesson / update_lesson take rule_ids; get/create/update return
  `rules`; new judge_lesson_link tool. REST: the same on /api/lessons plus
  PUT /api/lessons/<id>/rules/<rule_id>. Rules: rule_detail carries `lessons`.
- Backup v18: export (full and user-scoped, both ends in scope), builder,
  importer; both column guards register the table.
- Tests: integration (states, set-semantics, judge, ACL all-or-nothing,
  cascade both ways, CHECK, one row per pair); unit (door wiring, judge
  registered, migration/model state agreement, backup skip and unjudged
  stays unjudged). conftest stubs the decorations for unit tests.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-01 12:38:02 -04:00
bvandeusenandClaude Opus 5.5 66e21a6c60 refactor(notes): a snippet's and lesson's stored title is its name; the trigger joins it only in the embedded document (milestone 427)
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The title was `subject — trigger` because the stored title WAS the
embedded one, and the join is what makes these kinds rank on the
situation they apply to (#2485). Every surface that shows a title then
showed the trigger too -- menus, lists and search rows ran to kilobytes.

- embeddings.document_title(title, note_type, data, body) joins the
  trigger from `data` (body fallback) at embed time. Idempotent: an
  un-migrated composed title comes out the same, never doubled. The
  embed path, the startup backfill and the dedup gate's semantic signal
  all use it, so the embedded text -- and every vector -- is unchanged.
- Writers store the subject: snippet create/update (service, REST, MCP)
  and lesson_document. Both compose_title helpers are removed.
- Readers: dedup takes `data`; the menus strip the embedded title from a
  passage; list rows project `when_to_use`, which SnippetListView reads.
- 0108 rewrites existing rows on an exact `' — ' || <own trigger>`
  suffix with raw SQL, leaving updated_at alone so the backfill does not
  re-embed the corpus for identical vectors. Downgrade recomposes.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-09-23 16:48:28 -04:00
bvandeusenandClaude Opus 5 62f3a485ad fix(usage): one seam attaches the surfaced-vs-opened chip, and the Knowledge browse uses it (#4230)
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`usage_for_notes` is named for notes and works on every note row, yet the chip
reached snippets and rules only. Notes had it nowhere. Lessons had it collected
and shown nowhere a person could reach, because #4196 taught `/api/lessons` to
attach it and `KnowledgeView` — the only lesson list in the UI — browses through
`/api/knowledge`, so `listLessons` still has no consumer.

The cause was not a missing line. SEVEN call sites carried their own copy of the
same few lines: two REST lists, two REST details, two MCP lists, one MCP detail.
Each read perfectly well alone, so "which doors attach usage?" had no answer
anywhere in the code — the same asymmetry test_system_tagging_door_parity.py
records for System tagging (#4249), where whichever door nobody exercised for a
kind is the one that never grew the feature.

`attach_usage(rows, key="id")` is now that answer, and all seven go through it.
A detail payload is a one-row list, so the single-record doors share the seam
rather than keeping a second shape beside it. Deliberately NO try/except: the
fail-open already lives in `usage_for_notes`, which reports through
`_report_failure("readout")` and returns the zero-filled map. Wrapping it again
would swallow the REPORT as well as the error, and a silently-swallowed readout
failure is exactly #2663 — every counter reading zero in production for weeks
while the writes landed fine.

`/api/knowledge` now attaches usage, which closes both holes at once: it is how
notes, lessons and processes are all browsed. `KnowledgeView` renders the badge
on the card footer, looking the advice up per row because the feed is mixed.

The advice moves to utils/deadWeight.ts. Canon #3460 says each caller owns its
own const, and that held while each caller showed ONE kind; a mixed feed would
need five of its own and the next surface another five. The canon's actual
invariant — advice is kind-specific and never baked into the badge — is kept:
it is still a prop. The three existing callers now read the same table, so the
sentence has one home rather than four. Recorded against #3460 so the next
reader is not left re-litigating it.

`_row_id` rejects bools explicitly: `int(True)` is 1, so a row carrying a flag
under the key would be credited with note #1's counts, and a wrong chip is worse
than no chip because it reads as a measurement. A row with no usable id is
skipped rather than failing the page.

Tests pin the PROPERTY, not one route: no door calls the aggregate directly
(AST, so a comment naming it is not a false positive), and every door that shows
usage reaches the seam. Plus the N+1 guard — one aggregate per page, asserted on
await_count, because the per-row version reads more naturally and is invisible
in review.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01821k5B3Ysecp9fNYs92Kuy
2026-09-21 20:47:16 -04:00
bvandeusenandClaude Opus 5 e2e1ea3667 fix(systems): a record can be filed under a System from whichever door wrote it (#4249)
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A System tag is how `list_system_records` gathers an area's pile, so a
record that cannot be tagged is reachable by search and by nothing else.
`update_lesson` did not take `system_ids` while `create_lesson` did, which
made tagging available exactly once — at the moment of least information.
A lesson is usually written at the end of a piece of work, which is
precisely when that argument gets dropped, and after that the record could
never be filed at all.

Filling in the rest of the table found three more gaps, and the issue's own
generalisation was wrong. It read as "the REST door can do something the
MCP door cannot", on three instances in a row. In fact:

  * `create_preference` is the exact MIRROR of the lesson bug — update
    takes `system_ids`, create does not. The same capability missing from
    the opposite end of the same lifecycle.
  * `routes/notes.py` handled `system_ids` NOWHERE, while the MCP door
    handled both ends. That runs the opposite way round from the premise.
  * `create_process` / `update_process` took it at neither door, though a
    process is a note and has always been taggable in the data model.

The real pattern is that whichever door nobody exercised for a kind is the
one that never grew the parameter — which is a better statement of #4248
than the one recorded there, and is not something a reviewer reliably
notices, because each door is only ever read on its own.

Milestones are NOT a fifth gap. `RecordSystem.note_id` is a ForeignKey to
`notes.id` and milestones are their own table, so they cannot be tagged at
any door by construction. Pinned in the test so the next pass does not
re-open it.

So the guard is the point, not the four parameters. `update_lesson` alone
would have left the shape that produced it intact. The new test asserts the
TABLE — every kind taggable anywhere is taggable everywhere it is written —
and keys the registry-coverage check on the SIGNATURE rather than on a
grep, so a module that only names the argument in prose is not swept in and
no hand-kept skip list can go stale. A fifth kind fails there rather than
shipping half-wired, the same reasoning test_derived_mirror_generic_door.py
records for derived mirrors (#3734).

One inconsistency found and deliberately not changed here: for the same
operation `routes/tasks.py` scopes `set_record_systems` by the caller while
`routes/lessons.py` and `routes/snippets.py` scope it by the owner. The new
notes code follows tasks.py and says why in a comment (#47 — an editor-share
holder should tag from what they can see rather than inherit the owner's
reach). Recorded in #4249 rather than fixed as a drive-by.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01821k5B3Ysecp9fNYs92Kuy
2026-09-21 16:02:16 -04:00
bvandeusenandClaude Opus 5 edbc31f8ca feat(lessons): the kind whose whole question is "is this trigger right" was the one kind that could not see its own counts (#4196)
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The lesson slot has recorded surfaced-vs-opened since it shipped. Nothing
showed it. `get_lesson`'s REST door attached `usage` to the payload and no
view rendered it; the listing did not attach it at all, and neither MCP door
did.

#4196 asks when a lesson that keeps getting followed should become a rule, and
names the trap in the same breath: raw frequency cannot separate "this should
bind" from "this trigger is too broad", and the second is the commoner reading
by a wide margin. Surfaced-AND-opened can separate them. Neither question is
answerable by a reader who cannot see the numbers, which is why this is the
first step and not the threshold.

NO THRESHOLD IS PROPOSED HERE, deliberately. The corpus today is 10 lessons
with 7 recorded surfacings and 3 opens, over about fifteen hours of usage
data. A promotion rule fitted to that would be fitting noise — #3311's failure,
and the warning lesson #4228 was written to carry. `UsageBadge` already
declines to render a verdict under three surfacings for the same reason. So
#4196 stays open: its subject, the promotion path, is still unbuilt. What
lands is the evidence it needs.

  - REST `GET /api/lessons` and MCP `list_lessons` attach `usage` to every
    row, from one aggregate per page rather than a per-row read, which would
    be N+1 by construction. Every row carries the key zero-filled, so "never
    surfaced" is a state a reader can see rather than a missing field they
    have to interpret.
  - MCP `get_lesson` attaches it too, and reads it BEFORE recording its own
    pull. That door records a pull on every open — it has to, or the kind sits
    permanently at zero — which makes the order load-bearing in a way it is
    not for a kind that only counts. The REST detail door already ordered it
    this way; the two now agree about what the number means.
  - `LessonDetailView` renders `UsageBadge` (snippet #3460) rather than
    re-spelling the chip, with the advice keyed to this kind: a lesson that is
    repeatedly offered and never opened is usually keyed to a situation nobody
    is in, so it points at re-keying `when_to_apply`, not at deleting the
    claim.

Guards, in the two styles this pair of doors already uses: the MCP side driven
behaviourally through mocks, including the call ORDER for `get_lesson`; the
REST side on structure like its siblings in test_lesson_rest_door.py, because
the route is decorated and returns a Quart response. Rule 167's falsifier is
included.

KNOWN GAP, not fixed here: `KnowledgeView` is the only lesson LIST in the UI
and it reads `/knowledge`, not `/lessons` — so the REST listing change reaches
`frontend/src/api/lessons.ts::listLessons`, which currently has no consumer.
The agent-facing listing does reach a reader today.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01821k5B3Ysecp9fNYs92Kuy
2026-09-21 02:33:33 -04:00
bvandeusenandClaude Opus 5 a4aae974a2 feat(telemetry): a usage event records which project the reader was in (#4196, #3735)
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`RetrievalLog` has carried `project_id` since it existed, so "this record
was SURFACED on project B" was always answerable. `note_usage_events`
had none, so "this record was OPENED on project B" was not — and the two
cannot be joined to recover it, because there is deliberately no session
identity server-side. NoteUsageEvent's own docstring rules that out.

That gap sat exactly on the question milestone 385 exists to answer. A
lesson's whole claim is that it reaches a session on a project it was not
written on, and step 8's acceptance is "retrieved on a different project
AND opened". Each half was answerable; the conjunction was not.

WHICH project, because the name is ambiguous and the wrong reading makes
the column useless: it is the project the READER was in, never the one
the record belongs to. The record's own project is already on the note;
copying it here would answer a question nobody asked while looking like
it answered this one.

The surfacing half is free — every arm already holds the scope it just
searched, so auto_inject, lesson_slot, the write-path arms and
enter_project now record it. process_skill_sync does not and should not:
it installs every Process the operator can reach, which is not a
project-scoped question, so a project there would be a fiction.

The pull half needs the caller, since a getter knows only what it was
handed. The five single-record getters take `project_id: int = 0` and
pass it through, following the convention `search` and `create_*`
already set. Null stays an ordinary answer meaning "not reported" — a
pull with no project is still a pull and still counts toward dead
weight; it simply cannot speak to transfer. The four REST detail views
report none for now: a human opening a record in a browser is a
different event from an agent recalling one, and #2245 left that
asymmetry deliberately undecided.

Guarded the way #2245 and #2476 taught: by source inspection, because a
parameter that was never threaded through changes no return value and
shows up only as a column that is mysteriously always null. Three
guards — the signature, the pass-through, and the arms — plus the
can-fail test rule 167 asks for.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01821k5B3Ysecp9fNYs92Kuy
2026-09-19 23:26:55 -04:00
bvandeusenandClaude Opus 5 26a757ecfe feat(lessons): a lesson is yours to keep current too (#4195)
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The lesson kind shipped with every mechanism for growing and nothing
telling a session to use them. `learned_from` is a list on purpose, the
dedup gate hands back an existing id rather than minting a twin, and
`update_lesson` already names re-keying a bad trigger as the edit that
pays most. None of that was reachable as a habit.

The exclusivity claim was the bug. The skill said "a preference is the
one record you keep current yourself", and by naming only preferences it
put lessons outside the habit. That sentence is now "a preference is
yours to keep current", which says the same thing about preferences
without saying anything false about lessons.

Beside it, a paragraph on what growing a lesson means: another incident
added to what taught it, a claim stated more exactly, or a trigger
re-keyed to the situation that really fired. Written as a practice
rather than a prohibition (rule 165) — the reader is named as the one
person placed to judge the trigger, because they are standing in the
situation it claims to name.

`get_lesson` carries the same prompt at the moment it bites: a session
reading a lesson inside the situation it names is the only reader who
can tell whether the trigger is keyed to what actually fired.

The guidance-ownership registry gains the topic and re-points the
preference topic's statement, since the phrase it pinned is the sentence
this change rewrites — the module asks for exactly that, in the same
commit. No index marker: the index names session-start reflexes and this
one fires mid-work, so `_INSTRUCTIONS` stays at 1998/2000.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01821k5B3Ysecp9fNYs92Kuy
2026-09-19 23:17:20 -04:00
bvandeusenandClaude Opus 5 d36d68a20f feat(lessons): the REST door a human can actually reach (#3734)
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Step 7, part two. Milestone 385 built the lesson kind through the MCP tools,
which is the agent's surface. The Vue app speaks REST, so a lesson was a
record a person could not create, read, edit or retire — rule 27 failing at
the door rather than in the view.

`/api/lessons` now offers list, create, read, update and trash, plus
`/api/lessons/taught-by/<id>` — the reverse of `learned_from`, which the task
body calls the direction that gets forgotten and arguably the more useful one:
a reader opening an old issue wants to know what was learned from it, and
until now the relation was only navigable from the lesson's side.

`lessons_taught_by` reads `data[taught_by]` through `path_exists`, the same
jsonpath dialect the snippet location lookup uses, so both reverse lookups hit
the GIN index (0070) the same way rather than scanning bodies. Share-aware via
`readable_notes_clause`: it renders beside a record the caller can already
see, so a lesson shared with them belongs there exactly as their own does.

THE TRIGGER IS REFUSED WHEN EMPTY, at create and at update. This is the one
place the door is not a thin wrapper, and it is deliberate: the service will
store a triggerless lesson quite happily — it saves, reads correctly in every
listing, and never surfaces. There is nothing to notice afterwards, because it
looks exactly like a lesson that works. Better to refuse it than to hand back
a record that looks finished. The refusal says why, so the next reader does
not take it for a nag and delete it.

`lesson_to_dict` moves into the service and the MCP tool's `_to_dict` becomes
an alias for it. Both doors now return one shape — a payload spelled once per
door answers the two of them differently the first time a field is added — and
both compose through `services/lessons.py`, so a lesson written from the web
ranks identically to one written by an agent. The document IS what ranks, so
that parity is the whole reason the door is thin.

The dedup gate matches the MCP path: two lessons under one trigger compete in
a single ranked list for one reserved slot, so a duplicate here displaces
rather than merely clutters.

NOT DONE YET: this is the door, not the UI. #3734 stays in_progress until the
Vue views, the router entries, the Knowledge browse badge and the both-ways
sources panel exist — rule 27 is about the operator being able to touch it.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01821k5B3Ysecp9fNYs92Kuy
2026-09-19 14:02:57 -04:00
bvandeusenandClaude Opus 5 0ed8e86cd5 feat(instructions): a rule proposal has five answers, and three of them route (#3733, #3896)
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Step 6 of both milestone 385 (lessons) and 399 (preferences). #3896 asked for
the fourth and fifth answers in one pass, because two people each adding one
branch to a three-way distinction produce a list that does not read as a set.

create_rule now opens by asking what kind of thing is being held, with one
question that sorts it — what happens if someone doesn't do this? Something
breaks, a boundary is crossed: a rule. It gets done a way the operator didn't
want: a preference. They lose time rediscovering it: a lesson. The closing
question grew the two matching answers, and they are named as first-class
outcomes rather than places a proposal lands when it fails. An observation
that turns out to be a lesson has been routed, not dropped.

Stated as a practice, not a prohibition (rule 165). #3557's first cut opened
"NOT YOURS TO CALL UNPROMPTED" and cost the noticing; the wanted behaviour
here is still more proposals, and what changes is only which door they go
through.

create_note says the same from its side, so routing does not depend on having
opened create_rule first — and its existing rule test ("a mistake, not merely
uninformed") turned out to name the lesson exactly. create_lesson names the
fifth kind so the set is complete from every door. create_project_rule's
citation of the loop names five answers, since it cites rather than repeats.

The force axis has one owner (decision #4027): using-scribe states all three
strengths, the sorting question, that updating a preference mid-work is the
normal case, and that preferences shape how work is done and never what gets
recorded. _INSTRUCTIONS carries the pointer — "Rules bind; preferences guide
and you keep them current; lessons inform." It had 14 characters of headroom,
so the clause is paid for by trimming atmosphere from three other lines; 1998
of 2000 now.

Guards: the proposal-loop test learns the preference branch, the lesson
branch and the force question, on both rule surfaces; guidance-ownership gains
the force-axis topic (shared with the docstrings, for the moment a proposal is
actually written) and the preference-scope topic; a new guard pins that the
index names all three strengths and who keeps the middle one current, with its
can-fail case being the omission that actually happens — a kind added to the
product while the index still describes the corpus that came before it.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01821k5B3Ysecp9fNYs92Kuy
2026-09-19 12:12:14 -04:00
bvandeusenandClaude Opus 5 6a2476addb feat(records): every typed kind gets all five doors and a duplicate report (#4164)
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Arising from #3731, which shipped a lesson with three of five tools and logged
the rest rather than widening its own scope. The operator's framing on reading
that: each kind deserves CRUD functions and to show up in the search and report
functions. So this fixes the property, not the two instances.

WHAT WAS MISSING FOR A LESSON: no delete, no list, and no duplicate report.
`delete_lesson` is the #2250 situation exactly — the trash is kind-agnostic so
`delete_note` always reached a lesson, but nothing said so, and a kind whose own
tools offer create/read/update reads as one you cannot retire. `list_lessons` is
the only way to ask what has been learned at all: `get_lesson` needs an id you
already have, and semantic search returns what resembles a query, never the set.

APPLYING THE RULE FOUND THE SAME REPORT GAP FOR PROCESSES, which have had full
CRUD for months and have never been in `_REPORT_KINDS` either. Both are in now,
each compared only against its own kind.

The lesson report default is 0.90 — the general semantic floor, deliberately
BELOW its own write-path bar of 0.96. The gate is permissive on purpose so it
does not refuse two genuinely different lessons whose triggers read alike, and
that tolerance is precisely what wants reviewing later, so the report looks at
the band the gate was told to let through. Safe there and not at the gate,
because a report proposes and the operator picks where the gate blocks a write.

A BUG CAUGHT BEFORE IT SHIPPED: `list_lessons` first read the trigger from
`it["data"]`, which `_note_to_item` does not carry — it projects named keys off
the mirror (`language`, `verification`) rather than the column. Every row would
have listed an empty trigger, which on a kind whose whole point is the trigger
is the failure looking like the feature. `when_to_apply` is now projected there
beside the others, so every listing surface gets it, including step 7's UI.

The guard asserts the PROPERTY rather than the instances: for each typed kind,
all five tools exist, are actually offered by register(), are classified for
auth, and the kind has a duplicate report. Derived from the kinds themselves, so
a fourth inherits the bar. A per-tool test cannot catch a missing tool, which is
why four steps of milestone 385 went green over this.

`find_duplicate_records` now validates against `_REPORT_KINDS` instead of its
own literal — the second copy is what would have refused a kind the service
already supported.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01821k5B3Ysecp9fNYs92Kuy
2026-09-18 18:35:13 -04:00
bvandeusenandClaude Opus 5 1d201d2ff7 feat(lessons): a lesson can be written, and it keeps every incident that taught it (#3731)
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Milestone 385 step 4 — the write path.

ITS OWN TOOL MODULE, not create_note(note_type="lesson"), on the snippet and
process precedent and for the reason that precedent exists: a kind whose value
depends on one field being filled needs a door that ASKS for that field by
name. create_note would take a lesson through a generic body parameter and the
trigger — the whole of why a lesson is findable — would be something the writer
had to know to include.

THE TRIGGER IS REQUIRED, refused rather than flagged. Step 1 left the choice
open. Refusing is right for the same reason create_rule makes enforcement the
deciding question: a lesson with no trigger is not a weaker lesson, it is a
note that will never surface, and nothing downstream can tell the difference —
it saves, reads correctly in every listing, and is silently absent from the one
moment it was written for. A flag is a warning nobody is present to read; the
write path is where the writer still is. The message says SYMPTOM, because
"required" alone produces a topic where a situation was wanted.

The docstring carries the distinction this milestone exists to fix, in a line a
reader can apply: the difference between a lesson and a rule is FORCE, not
importance. If ignoring it would be a mistake it is a rule and needs the
operator's yes; if ignoring it just means someone re-derives it the slow way it
is a lesson, and nobody is bound.

CARDINALITY: a LIST, in notes.data under `taught_by`. The founding example
generalised three incidents into one claim about failure classes no CI lane can
see — generalising across incidents is the shape a good lesson HAS, and
arose_from_id holds one, so a single id keeps the first and drops two while
reading as complete. It lives in `data` rather than a join table for the reason
decision #4157 put the trigger there: a table would settle, for every note kind
at once, whether provenance is multi-valued — a question nothing has measured.
`arose_from_id` is filled only when there is exactly ONE source, because every
surface that renders it renders it as THE origin, and one of three would make
those surfaces state something false.

THE DUPLICATE GATE, which step 4 asked to check: a lesson is judged at a bar
ABOVE the sibling band, not the general 0.90. #2518 measured deliberately
parallel variants at 0.92 on a document that is mostly prose about the thing,
which is exactly a lesson's shape now — so at 0.90 two genuinely different
lessons about one area ("CI cannot see this class of failure") would refuse each
other. Its own constant rather than reusing the snippet's: the two are separate
facts that coincide today, and this number is inherited from a structurally
analogous corpus rather than measured on lessons, of which there are none yet.

Follows canon #2846 including the third registration point it names and this
change would otherwise have missed: get_lesson is in server._READ_ONLY_TOOLS
and the two writers in _WRITE_TOOLS, which test_mcp_auth requires.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01821k5B3Ysecp9fNYs92Kuy
2026-09-18 18:19:28 -04:00