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108b12eeb0 |
fix(dedup): a rule or preference create surfaces what it overlaps by meaning (#4134)
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find_duplicate_rule was title-only, on the stated premise that rules are not a semantic-retrieval surface - false since rules were embedded. A preference restating a rule under another title passed untouched, and since both kinds share one ranking, the weaker label could arrive alone. find_overlapping_rules queries semantic_search_rules with the rule_document shape, both kinds, in the scope the new record ranks in (global: every rule the caller owns; project: global + that project). All three MCP create doors call it before creating and return overlaps + overlap_note on the reply. It advises rather than blocks, on measurement: across 16 sampled records the nearest DISTINCT neighbour reached 0.853, while a true rewording scored 0.850. No threshold separates the bands, so the floor (0.80) sits below the restatement and the author judges. The stale docstring is corrected. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01821k5B3Ysecp9fNYs92Kuy |
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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
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dfcb000719 |
feat(rules): a surfaced rule gets an outcome, not just a read (#4212)
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Milestone 419 step 1. `rule_usage_events` could say a rule was SURFACED and that it was PULLED. It could not say what happened next, so a rule that fires constantly and is always obeyed and a rule that fires constantly and is never obeyed left byte-identical telemetry. The second is far the more urgent and was the one the readout could not name — measured on a session where three of seven misses were caught by the operator and none by the system. Two new events, `applied` and `departed`, and a `detail` column carrying the why of a departure. No CHECK migration: `event` was created in 0094 as plain Text with no constraint, verified in the migration rather than assumed from the model, so rule 36 does not bite here — said in both places because the next person adding a value will reach for it. THE THIRD STATE IS DERIVED, AND THAT IS THE DESIGN. Read-and-silently- unchanged is the failure this milestone was opened on, and it cannot be reported: an agent that knew it was ignoring a rule would not be ignoring it. So nothing here asks. `applied` and `departed` are reported; the third state is a rule that was opened and left no trace. An `ignored` enum member would collect nothing while reading as though it had measured something, which is #3311's failure — a statistic that could not vary being taken for a finding. `detail` is a column rather than two more bare event strings because a departure stripped of its reason reads back as a miss, so the two states this exists to separate would collapse again one layer down, in the readout, where nobody would see it happen. Nullable: following a rule needs no argument, and an expensive event is one that stops being recorded. `outcome_state` is the single reading of the four states, taking the aggregate `usage_for_rules` already returns, so the badge, the readout and any later session summary cannot disagree about what "followed" means — the drift #3246 found across the rules system. A departure outranks an application: a rule both applied and argued with is a rule someone argued with, and the argument is the half worth surfacing. `rule_outcome` is the MCP door, classed as a WRITE. The read-only set tolerates getters that call record_pulled, but those are reads that leave a trace; this tool's entire effect is the row, and the row carries prose the agent authored. A read-scoped key that can put text in the operator's database is not read-scoped, whatever table it lands in. Backup carries `detail` on both sides. It is the one field here a fresh install cannot re-earn — counts come back by being used again, a stated reason exists once — and #4197 records that the column guard watches the export side only, so the round-trip test is the thing that would catch a one-sided add. Delivery is deliberately not settled here: how an agent gets prompted to record an outcome is step 3's subject, and the same record serves whichever answer that step reaches. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01821k5B3Ysecp9fNYs92Kuy |
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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 |
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07bdbf1647 |
feat(rules)!: a rule cannot be created, or edited into, having no trigger (#4099)
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`when_to_apply` is not metadata. `rule_document` embeds a rule as
`{title} — {trigger}` / `When to apply: {trigger}\n\n{statement}`, the trigger
appearing twice so purpose dominates a short vector — the shape note 2485
measured on snippets (a 0.153 top-to-second gap against 0.010–0.023 for
everything else). Without one the document silently becomes title + statement:
a DIFFERENT shape, ranked against a corpus it does not match, with nothing to
report it. Every bar and every rank in the system assumes one shape.
`create_preference` has refused an empty trigger since it shipped. The two rule
creators defaulted it to "" — so the shape was enforced for the record kind
that guides and optional for the kind that binds.
The guard lives in the SERVICE, because both doors reach it: the MCP tools and
the frontend's fast path in routes/rulebooks.py. Written in either alone, the
other could still create a rule that never fires. The route keeps a matching
check for the STATUS CODE only (400, not the 404 it maps ValueError to).
update_rule refuses to EMPTY an existing trigger, checked after the mutation so
it covers `clear=[...]`, an emptied form input, and any route added later.
Deliberately asked as "did this edit remove one" rather than "does one exist":
a rule predating the guard has none, and refusing to save it would freeze
precisely the unreachable records that most need fixing.
Deliberately not following arose_from_id, which the human door exempts itself
from because provenance is about auditing what the AGENT changed. That reasoning
does not reach this field — a missing trigger is not a missing explanation, it
is a rule that does not work, and it fails an operator as badly as a session.
15 test fixtures across 6 files were creating rules with no trigger. They now
pass one; that they did not is the point — curation is not a guarantee.
Step 1 of milestone 416 "Retrieval stops guessing a bar". First because every
later step assumes one document shape, and it is much cheaper to guarantee
before a corpus grows than to backfill after.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01821k5B3Ysecp9fNYs92Kuy
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4e4020c040 |
feat(rules): move a rule between global and project scope, keeping its id, history, areas and edges (#4063)
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A rule's home is its reach: a rulebook topic makes it global, a project makes it that project's. There was no way to change one, so a project rule decided to be global could only be recreated and the original trashed — losing the id every record cites, its edit history, its area tags and its relations. - services.rulebooks.move_rule(rule_id, user_id, topic_id= | project_id=): exactly one destination (the model's CHECK), owned by the caller, not the rule's current home. A topic already holding a live rule with the same title is refused with a message naming that rule, instead of uq_rule_per_topic failing the commit. Someone else's rule reads as not found. - Deliberately NOT done, and said in the docstring: no version (a version is what a rule said, milestone 323 decision 4), no duplicate gate (nothing new enters the corpus), no re-embed (retrieval reads the home at query time). - Both doors: MCP move_rule, REST POST /api/rules/<id>/move (rule 33). - UI: RuleHomePicker, one component in the rule editor (a global rule) and a project's rules tab (a project rule), so the two cannot drift on what a destination is. - using-scribe names move_rule under "Where a new rule goes". Plugin 2026.09.15.1626. Milestone 414 step 3. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01821k5B3Ysecp9fNYs92Kuy |
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0bcd4b5540 |
feat(rules)!: retire rulebook subscriptions and per-project suppressions (#4052)
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A rule's home is its scope now: a rule in a rulebook topic is global, a rule on a project applies to that project, and retrieval reads that directly (#4074). A subscription had stopped changing anything a session received; a suppression muted rules from a subscription. Operator, 2026-09-15: "we have global and project scoped rules, we don't need the subscriptions now." What goes, whole (rule 22): - Migration 0101 drops project_rulebook_subscriptions, project_rule_suppressions and project_topic_suppressions, and strips subscribe_rulebooks (and 394's leftover exclude_always_on_rulebooks) from stored inception choices. - Service, MCP and REST: subscribe/unsubscribe and the four suppress/unsuppress operations. The Subscribers checklist, the subscribe chips, the skip buttons and the Suppressed section in the rules UI. - Inception asks two questions (design system, seed Systems). create_project and decide_project_inception lose subscribe_rulebooks. - Backup v15 stops exporting the three sections; older archives still restore, the keys simply unread. Trash no longer hard-deletes suppression rows. What changes meaning: - get_applicable_rules is a project's LISTING: its own rules, plus the global rules tagged to an area it works in. Untagged global rules apply everywhere and arrive by retrieval, so they are not listed. A co_surfaces partner on a different project is not dragged in. - list_rules(project_id) lists that project's own rules. - rules_payload drops subscribed_rulebooks and suppressed_*; the handshake's brief form is project_rules alone. - using-scribe's "Where a new rule goes" and inception sections, tool docstrings and docs say global vs project. Plugin 2026.09.15.1620. Milestone 414 step 2. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01821k5B3Ysecp9fNYs92Kuy |
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6c1fd28179 |
fix(#4022): instruction surfaces stop describing the always-on tier milestone 394 removed
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Skill bodies and tool docstrings still taught the deleted model: using-scribe said always-on rules "arrive whether or not you ask" and that SessionStart may inject a rule index; create_project, decide_project_inception and enter_project said an undecided project gets "every always-on rulebook"; create_rule pointed standards at "the always-on one"; the verification sweeps and retrieval_telemetry listed always-on paths and a live preload. Every passage now describes the current model: every rule is retrieved, a rulebook binds only by subscription, an undecided project inherits nothing, and the preload survives only in telemetry rows older than 394. Also repairs three sentences left half-replaced by the 394 edits: the static context's "If you have not loaded the no rule has arrived", create_rule's "an A subscribed rulebook", and create_project's doubled subscribe_rulebooks entry. Plugin version minted. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> |
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4eebe271ed |
fix(rules): restore system_ids and clear the imports the deletions orphaned (#394)
Three defects from the sweep, all caught by ruff. system_ids was REMOVED FROM create_rule AND create_project_rule — a real API regression, not a lint nit. The parameter shared a signature line with tier, so deleting the tier deleted it too, and the tools lost the ability to tag a new rule to an area. Areas are what let a rule reach a project after this milestone, so the one parameter that decides reach went missing from the two tools that create reachable rules. The other two are imports left holding nothing: services/rulebooks.py's module-level datetime and its IntegrityError were used only by functions this milestone deleted, and plugin_context lost four (select, async_session, RulebookTopic, rulebooks_svc) with the preload and _topic_titles. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_011cPyzNnegXHr5iRMzzy5KJ |
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c149ef31a3 | wip(394): steps 6+7 — backend path and instruction surfaces | ||
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8e06cdf749 |
feat(rules): the trigger contract is shown as a worked contrast, and pinned (#3855)
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8c9f947f09 |
feat(rules): the update surfaces teach the trigger shape, not just the create ones (#3855)
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A trigger is two-thirds of a rule's embedded document, so one naming a
CATEGORY rather than a moment collapses the record toward its title and it
never arrives. #3835 measured that across 113 rules; #3855 hit it again on
the eight preferences, where six named a category and two did not.
The split was not carelessness, it was an uneven contract. create_rule has
carried the full argument since
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89d16d89a9 |
feat(rules): a preference updates without asking, and says what taught it (#3849 step 2)
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The write path, and the step where a preference stops being a relabelled rule. `create_preference` / `update_preference` on the MCP surface, plus `kind` on update_rule and both HTTP doors. SEPARATE TOOLS, NOT A `kind=` ARGUMENT. create_rule's docstring IS the approval gate (#3557): propose, offer three answers, wait. That is right for a rule — the person it binds should have agreed. A preference inverts it, and one reached through create_rule would be read through that prose, so the caller would hesitate over exactly the act this kind exists to make routine. Two doors, two contracts, one table. Reads stay shared: a preference IS a rule row, and "what governs this" wants both. Two required fields, each buying something: - `when_to_apply`, because the trigger is two-thirds of the embedded document. Without one the record is written, stored, and silently never delivered — indistinguishable from one nobody wrote. - `arose_from_id`, the price of the ungated write. A corpus that drifts with no record of what taught each change cannot be audited, and the operator's veto over drift is worth exactly as much as their ability to read why it happened. The near-duplicate gate is what lets this corpus be written freely and stay small: the second preference about a thing updates the first. It is title-scoped and kind-blind, so it also catches a preference restating a rule that already binds. The asymmetry is guarded as two PRESENCE facts — the rule door still asks, the preference door still says write it — never as an absence. An absence check passes against a docstring that was deleted or rewritten into something else, which is snippet #3352's warning and would read as coverage here while proving nothing. `_plain_detail` moved to tests/helpers on its second copy, per that module's own reason for existing (#2825). Co-Authored-By: Claude Opus 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_011cPyzNnegXHr5iRMzzy5KJ |
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c3ecdf0972 |
feat(rules): the rule gate becomes a practice with a question, not a prohibition (#3557)
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The first cut opened "NOT YOURS TO CALL UNPROMPTED", and that is the wrong instrument. A caller reading a prohibition stops NOTICING rule-shaped things rather than noticing them and asking — which trades a small failure for a larger one. The wanted behaviour is more proposals, not fewer. So both docstrings now describe the practice: propose readily, state the four things, and close with a question the operator answers in one word — approve it as written / let's talk about it / no. Named options where the interface has them, three written-out options where it does not. "Approve it as written" is what makes element 1 load-bearing: they approved TEXT, so that text is stored verbatim. "Let's talk about it" is framed as the expected answer rather than a setback. "No" routes the observation to create_note, which records without binding. The argument for asking is also better than consent. The operator's yes is the one moment the rule is certainly in front of them: afterwards a conditional rule is not read aloud at session start, and a project rule is absent from an unfiltered list_rules(). The proposal IS the review. Guard gains the answers-offered-back element and drops the wording that forbade; its header records why the framing changed, so the prohibition does not get reintroduced as a tidy-up. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_011cPyzNnegXHr5iRMzzy5KJ |
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1a34363059 |
feat(rules): the rule-creation tools ask for approval, and ask what would enforce it (#3557)
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Every gate on create_rule and create_project_rule was about SHAPE — rule vs process vs snippet, one-thing-you-could-violate, general-enough, not-a-dupe. All of them improve a rule someone has already decided to write. None asked the prior question: has the person this will bind agreed to be bound by it? Both docstrings now open with the gate, and with the four things a proposal carries: what it would require in the words it would carry, its intent, why now, and how it would be enforced. The fourth is the one that decides it. "A test, a CI check, a hook, a schema constraint... or nothing" is a question that sometimes dissolves the rule: what a test can assert should BE that test, and a rule is what is left when nothing mechanical can hold the thing. A rulebook grows by default and shrinks only on purpose. create_project_rule needs the gate more, not less, and says so: a project rule is absent from an unfiltered list_rules(), and a conditional one is absent from session start too, so one written there can bind for months without ever having been in front of the person it binds. test_rule_creation_asks_first pins structure, never wording — each element matches a family of synonyms, and the gate must precede the Args: block, because a caller who has decided to make the call reads the parameters and not the prose under them. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_011cPyzNnegXHr5iRMzzy5KJ |
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8b9b3a1d9b |
feat(telemetry): the preload emits, and the always-on set stops being unfalsifiable (#3473)
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The ranked rule arm became measurable in M333. The preload did not — and that is the surface whose value is actually in question. `list_always_on_rules`, the SessionStart block and every `rules_payload` caller handed rules over wholesale and emitted nothing, so the resident set's token cost was certain and its usefulness could not be tested even in principle. Bulk deliveries now record as AMBIENT, beside the ranked count and never inside pull-through. Folding them in would mean growing the always-on set depressed the arm's measured precision and trimming it flattered the arm, neither for any reason to do with the arm. `RANKED_SOURCES` inverts the note twin's `AMBIENT_SOURCES` deliberately: there is one ranked rule source and this change adds seven bulk ones, so naming the rare half makes a forgotten surface default to ambient — under-counting it — rather than padding the denominator with surfacings nobody chose. Two lookalike call sites are deliberately left silent, with a test to keep them that way: the write-path etag arm and `rules_etag_for` read the rules to build or compare a MARKER and show nobody anything. No migration — `event` and `source` are plain Text with no CHECK (rule 36 does not apply). Snippet #2858 updated to the new `rules_payload` contract. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_011cPyzNnegXHr5iRMzzy5KJ |
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8f7f447fda |
feat(telemetry): the rule arm records what it showed, and get_rule records the read (#3316)
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Milestone 333 step 2. Step 1 built the table; a counter nobody calls reads zero and looks exactly like a surface nobody uses, which is #2663's shape. SURFACED — the standing-rule arm in build_write_path_hint, beside the record_retrieval it already made. Two tables, and the split is not arbitrary: retrieval_logs is one row per CALL keyed on the score distribution a threshold is tuned from; rule_usage_events is one row per RULE per event, the grain "was this hint ever acted on" needs and the grain a JSONB result_ids array cannot be indexed at. The comment there said rule ids had nowhere to go — that note_usage_events remaps ids on restore, so a rule id would return attached to whatever note took that number. Still true of the NOTE table, and precisely why step 1 built its own. Rewritten to say the gap is closed rather than leaving a stale rationale that would have someone re-derive the same dead end. Records `fresh`, i.e. AFTER exclude_rule_ids. A rule the session already holds was considered and not shown; counting it would inflate the denominator with claims the agent never saw, and the ratio would then fall for a reason that has nothing to do with whether hints land. PULLED — two doors, both after their access check so a refused read is not a pull. mcp_get_rule is the one that matters: the arm's own message ends "Read it with get_rule(N)", so that call is the exact action a landed hint produces. rest_rule carries the other prefix, and the prefix is load-bearing — "is this rule dead weight?" is served by any pull, "did that injected hint land?" by agent pulls only. NOT a pull: rule_history. It loads the rule for its title and its own output says "The current wording is on the rule itself — get_rule(N)", so counting it would credit a read of the history as a read of the rule and double-count anyone who then follows that pointer. list_always_on_rules and enter_project are likewise bulk resident loads, not somebody choosing to open one record. tests/test_rule_usage_wiring.py is cross-cutting on purpose: the surfaced end is in plugin_context, the pull end in two other modules, and "both ends meet" is a property no module-shaped file asserts. It covers the exclusion boundary, that a failing recorder cannot break the write, that a refused read records nothing, and two completeness guards — every door records, and the bulk loaders still do not. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01TcCs1CcQ1ormdnzSshKqvN |
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7985f8c7d7 |
fix(scribe): a delete must not depend on the lookup that names it (#3273)
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CI caught the naming work reaching for Postgres from the unit lane, and the connection error was the symptom of a real design fault rather than a test gap: reading the title BEFORE the delete put a live query on the delete path, so a lookup that failed would have stopped the delete happening. That is a decoration breaking its payload — the same mistake just fixed in rules_etag, made again two commits later. Every title lookup now fails open: delete_task, delete_note, delete_milestone, delete_snippet and rule_history lose the name, never the operation. The five unit tests mock the lookup rather than reaching for a database, and delete_note gains one asserting the delete still happens when the lookup raises — the behaviour, not just the absence of a crash. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com> |
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efabba58dd |
fix(rules): the staleness signal must not wait for prior art to match (#3244)
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CI caught two things, and the first is the feature not working rather than a test being wrong. THE SIGNAL WAS GATED ON A COINCIDENCE. build_write_path_hint returns early when no prior art, stamp, divergence or derive matched, and that guard sat ABOVE the new arm — so a session whose rules had changed was told only if the file it happened to be editing also matched something else. A staleness signal that fires on that coincidence is not a staleness signal. The arm now runs above the guard, collecting into its own list that `lines` is seeded from, and the guard accounts for it. The standing-rule arm (milestone 307) is deliberately LEFT below that guard, and this is a finding rather than a fix: it has the same gating and probably should not, but it runs a SEMANTIC search, so lifting it would put an embedding query on every write in every session. That is a cost decision, not a bug fix, and not this task's to make. THE MARKER MUST NOT BREAK THE PAYLOAD IT DECORATES. rules_etag is computed on the SessionStart path, where `max()` raising costs the whole context payload — every rule title, the project, all of it — to save a hint. A row with no usable timestamp is now skipped and a set with none degrades to a count-only marker, which still catches a rule added or deleted and only loses edits. That is the right way round to lose information. CI found it because build_session_context's tests pass MagicMock rules and `max()` over those raises TypeError. Also: list_always_on_rules on an install with no always-on rulebooks returns `rules_etag: "empty|0"`. Its exact-dict test is updated rather than loosened — the key being present on an empty install is the behaviour, not noise. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com> |
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5c9bb40777 |
feat(rules): a session is told when its rules move under it (#3244, milestone 323 step 5)
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The rules payload carries a marker; the write-path hook hands it back; the server says which rules moved. Nothing is said when nothing moved. THE COUNT IS NOT DECORATION. max(updated_at) alone cannot see a DELETED rule — it moves no timestamp — and that is the single change that takes an instruction OUT of force, which is the one a session most needs to hear about. The marker is `<max updated_at>|<count>`, and a deletion is reported through the count because there is no row left to name. THE HOOK IS THE CARRIER because it already fires before a write, which is the moment acting on a stale rule costs something. One comparison, no payload, no extra round trip. WHERE THE MARKER IS CAPTURED, and it could not be anywhere else: the SessionStart hook, from /api/plugin/context. The model also receives one from list_always_on_rules, but a hook cannot see an MCP tool's result — so the value the write path compares has to be stored where a shell script can reach it. Keyed by session id in the state dir the prior-art hook already uses, so "changed since" means since THIS session loaded its rules. NOT ON rules_payload, against the task's letter. Those are applicable_rules — a different, subscription-derived set. One key name over two sets is how a comparison starts reporting phantom changes, and the write path compares against the always-on set. WHAT IT CANNOT SEE is stated in both the service and the write-path arm as a table, because a reader who finds an etag will assume it covers staleness generally: another session edits a rule mid-flight | caught the session is misremembering a rule read hours ago | caught compaction summarised the rules out of context | NOT caught The third is the most common, and the marker is blind to it — the etag was in context too and went with the rules. The SessionStart nudge is that case's only mechanism and must not be softened because this shipped. A test asserts both modules still explain that. Instance-agnostic (rule 115): an install with no rules produces a stable marker rather than an error, and "no rules" reads as a state rather than as a change. An unreadable or absent marker reports nothing — a signal that cries wolf is worse than none, because it trains a reader to skip the line that will one day be true. The arm fails open like every other arm on this hook. The delivery is tested through the real build_write_path_hint rather than the helper alone: the feature IS a line arriving in a session, and the arithmetic being right proves nothing about that. Live acceptance is deploy-gated and not yet recorded on the task. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com> |
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0704988528 |
feat(rules): the history is readable — service, REST and MCP (#3242, milestone 323 step 3)
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`list_rule_versions` / `get_rule_version` in the rulebooks service, a pair of REST routes beside the note-version ones, and an MCP `rule_history` tool. The ACL-scoped reads live in services/rulebooks.py rather than in services/rule_versions.py because rulebooks already imports rule_versions for the write path and the reverse would be a cycle. It is also the honest split: rule_versions owns what a version IS, rulebooks owns who may read one. Scoping is through the RULE, never the version's user_id, and both directions of that mistake are now pinned by tests. That column is the ACTOR — scoping by it would hand someone the snapshots they personally wrote on a rule that has since moved out of their reach, and would hide from the rule's owner every edit anyone else made. `get_rule_version` takes the rule id as well as the version id so the ownership check and the fetch agree about which rule is in play; the test for that uses a second rule the caller genuinely owns, because a nonexistent id would pass on the ownership check alone and prove nothing. An unreadable rule returns None, not an empty list. The two mean different things — "not your rule" versus "never reworded" — and the MCP tool keeps them apart: None raises, empty says so in band. THE DIFF QUESTION, ANSWERED — and the task's premise was half wrong. It says "notes have DiffView.vue and a diff endpoint already". The component exists and is reusable as-is: it takes `DiffLine[]` and nothing note-shaped, so step 4 can render a rule diff with it unchanged. The ENDPOINT does not exist — diffs are computed client-side by `computeDiff` in useAssist.ts. So no diff route is needed here, and none was written. For the MCP door the answer is different again: an agent has no client to compute a diff, but it also does not need one. Each entry holds the text the edit REPLACED, so "what did this say before the most recent change?" is the first entry, and the text that change produced is the rule as it stands. The docstring says so, and a test pins that sentence — read the other way round, every diff comes out backwards. No restore, per the task. Putting an old wording back goes through update_rule, which snapshots what it replaces, so the undo stays visible like any other edit. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com> |
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16805ca22c |
docs(mcp): every create_* tool says what it is NOT for (#3123)
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Scribe's record kinds get reached for interchangeably, and the moment of
choice is the only moment a correction is cheap. Rule 119 puts product
guidance in the instruction surfaces, so the docstring is where this
belongs — but a docstring that only documents parameters answers "how do I
call this" and leaves "should I be calling this at all" unasked.
The gap was lopsided. create_rule and start_planning already carried real
disambiguators; create_note — far and away the highest-volume surface —
carried none at all. The guidance sat in the rarest tool and was missing
from the most common one.
Each surface now opens with ONE deciding question in its own terms rather
than a pasted block:
create_note WHAT ELSE COULD HOLD THIS? note is right when nothing
is owed and nothing enforces
create_task IS ANYTHING ACTUALLY OWED? nothing owed -> note;
an arc -> start_planning
create_snippet SHAPE, OR ADVICE? a snippet is code with a
LOCATION
create_process FOLLOWED, OR READ? applies uninvoked -> rule
create_project_rule now points at the entity check too; it had only ever
covered rule-vs-rule scope.
The guard asserts STRUCTURE, never wording: each surface must name at least
two siblings. Pinning phrasing would make every improvement a test failure,
and a test that punishes editing is a test that gets deleted. Its second
half asserts the Args: block survives — the first check is satisfiable by
turning a docstring into an essay about the other tools, which would be a
worse contract than the one being fixed.
The guard caught two gaps on its first run, one of them its own: "design
system" is hard-wrapped across a line break in create_rule, so matching the
raw docstring reported it absent. _doc() now flattens whitespace. It also
caught start_planning naming only one alternative, which was true and is
now fixed.
Deliberately NOT built: an intent-router tool. It has a bootstrapping
problem — it is itself a tool that must be reached for — and MCP clients
already list every tool's description. Recorded in #3123; build it only if
wrong-surface reaches survive this.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
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9d7485df2d |
docs(rules): a project rule is shaped differently, not just scoped differently (milestone 312)
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The three surfaces already agree on WHERE a rule goes — the using-scribe skill's "Where a new rule goes" section and both tool docstrings frame it as one question, who should this bind. What they did not say is that the two homes want differently SHAPED rules, and one deferral was actively misleading. `create_project_rule` said `tier: "always_on" or "conditional" — see create_rule`. That imports a bar calibrated for a different blast radius. On a rulebook rule always_on means every session in every project, so the test is severe: the trigger must be nameless. A project rule is already scoped by construction, so always_on costs only that project's sessions — and being specific, which the family test treats as the signal for conditional, is what project rules are FOR. The instance's own data says so: rules 78, 115 and 119 are all project rules and all always_on. Not zero bar, a different one: conditional is right when the rule is about one AREA of a large project, because forty always-on rules on one project reproduces locally the preload bloat milestone 307 fixed globally. Also: - create_rule now says to write the general form WITHOUT hedging for exceptions — a project needing to narrow it writes its own and links with overrides/elaborates. A rulebook rule padded with "unless…" for two projects is two project rules that were never written. Only the project side mentioned that relationship; the side that benefits from it did not. - arose_from_id: reach for it harder on a project rule, which usually comes from one traceable incident in the repo, where a family rule is more often a standing preference with no single origin. - system_ids is worth setting on a project rule too — it is what lets a conditional one arrive with its area. - when_to_apply no longer claims to "decide" the tier here, which stopped being true one entry down. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> |
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410d616c22 |
feat(rules): the staleness sweep — which standing rules assert a fact nobody has confirmed (#3097, milestone 312 step 3)
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The query the last two steps were storage for. `rules_due_for_verification` returns every rule carrying a `verify_with`, ordered by `verified_at` ASC NULLS FIRST, each row carrying the check IN FULL — the opposite call from rule_brief, because the reader is about to go and run it. NULLS FIRST is the ordering this turns on. Postgres sorts NULLs last on an ASC ordering, which would put the rules nobody has ever confirmed BEHIND every rule someone once looked at. Exactly backwards: a claim with no evidence at all outranks an old one. Rules with no check never appear, and that is the property that keeps the list worth reading. Most rules are decisions — no truth value, nothing to go and check. If they appeared here the sweep would be the rulebook. `mark_rule_verified(rule_id, still_true)` closes the loop, asymmetrically: passing writes a stamp, FAILING WRITES NOTHING. There is no "verified false" state because a rule 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 satisfied that someone had looked. So it stays at the top until someone corrects or retires it, and the response says so. An unrecognised `tier` filter raises rather than falling back. _valid_tier's silent always_on default is right for a WRITE — a typo should leave a rule binding — and wrong for a FILTER, where the same fallback quietly answers a different question and returns a short list that reads as good news. Deliberately NOT filterable by project: a project reaches rules through project scope, subscriptions, always-on rulebooks and exclusions, and a filter missing one of those paths would UNDER-report — the exact failure this surface exists to prevent. Said so in the docstring rather than shipping a half-correct filter. Ownership-scoped like every other rule read (owned rulebook, or owned project), in ONE statement with an OR across the XOR rather than two queries merged in Python, so the ordering is the database's and cannot disagree with itself. Note that rules have no sharing ACL in this schema — no rule_shares, no rulebook_shares — so there is no wider set for access.py to consult here. Also fixes a test title that had been lying for ten tools: "all sixteen tools" asserted 26. The number now lives only in the assertion. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> |
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c61925be76 |
feat(rules): the write path carries a rule's check, and empty finally means empty (#3096, milestone 312 step 2)
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verify_with / expires_when now reach a rule through both doors and come back on every read. The open question this step existed to settle was how to UNSET a nullable field, and the answer is one convention per door: - MCP: "" still means "leave unchanged" — an agent filling three fields must not wipe the other five — so clearing is explicit, clear_fields=["..."]. Naming the field is the one form that cannot happen by accident. - REST: a cleared form input arrives as "", and the service normalises "" to NULL for every nullable rule column, so an emptied input does what it looks like it does. Two idioms, one outcome, and the normalisation is what makes the step-3 sweep correct: `verify_with IS NOT NULL` would otherwise be true for every rule ever touched through the UI, and the sweep would list the whole rulebook and mean nothing. to_dict renders "" and NULL identically, so this is only visible against a real column — hence the integration module rather than a mock. Editing verify_with drops verified_at. A stamp certifies A CHECK, not a rule; reword the check and the old stamp vouches for something that no longer exists. Safe direction, same asymmetry as _valid_tier: a rule wrongly listed as due costs one look, a rule wrongly vouched for costs the thing the sweep exists to catch. Editing anything else leaves the stamp alone, or a rulebook tidy-up would reset every constraint and the ordering would carry nothing. Reads: rule_brief attaches `last_verified` ONLY to a rule that carries a check — its presence is the signal, and it says both "this asserts a fact that can go false" and "here is how long ago anyone confirmed it". "never" rather than null, per #2483. The check text itself stays in get_rule; a listing needs to know which rules can rot, not how to test them. Search hits carry the full trio, since a hit is exactly the moment someone is about to act on a rule. Also folds in the #3078 finding, which had been sitting as a note: create_rule now teaches that when_to_apply is the retrieval surface and must carry the SYMPTOM — the words you would type while stuck — not just the situation. fake_rule gains the three fields as None for the reason the helper already documents one line up: unnamed, verify_with is a truthy MagicMock and every stand-in rule would claim a check it does not have. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> |
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cd9aa87aa4 |
feat(rules): tier 1 preloads, tier 2 arrives by area — and a split rule can no longer be read half-way (#3031, milestone 307 step 5)
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The payoff step: a rule stops having to be resident to be honoured. - list_always_on_rules returns the ALWAYS-ON tier only. It is the session-start call, made before any project is in scope, so there is no area vocabulary to match a conditional rule against yet. - get_applicable_rules carries a conditional rule when the project works in an area the rule is tagged to — resolved through systems.canonical_id, so the project's own NAME for the area is irrelevant, which is the entire reason the catalog exists. The gate is applied IN SQL, so `limit` counts rules that will actually surface rather than rules about to be dropped. - Bindingness is a deterministic TAG match, never a similarity score (D7). The vector channel stays a suggestion, in search. co_surfaced_partners is the fix that rule 144 never had. It was split off rule 46 and folded back the same day because "either rule could surface without the other and miss exposing a project to what the entire shape is intended to be" — correct, and merging was the only remedy available. Now a partner ARRIVES with its other half even when nothing else selected it, tagged `via: co_surfaces` so the payload says why. Two limits, both deliberate: only rules the caller owns, because an edge is not a back door into someone else's rulebook; and a project's suppressions are passed as exclusions, because an explicit mute is a decision and an edge does not outrank it. COMPATIBILITY, asserted first in the integration test rather than reasoned about: a rule with no tier, no areas and no edges binds exactly as it did before any of this existed. `tier` defaults to always_on, so an install upgrades and every rule it already had keeps arriving. Getting that backwards would silently stop enforcing rules people rely on, which is worse than any amount of payload bloat. Four unit tests were coupled to the ORDER of a mocked session's execute() calls, so a new query broke them. Rather than pad the sequence and deepen that coupling, the three post-query lookups are stubbed by name — they have their own coverage, and the real wiring is proven against Postgres. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> |
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ffb7a0fe38 |
feat(rules): both doors carry the trigger, the tier, the areas and the edges (#3029, milestone 307 step 3, surfaces)
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MCP and REST both gain when_to_apply / tier / system_ids / arose_from_id on create and update, plus relate_rules / unrelate_rules for the typed edges, and get_rule now returns a rule's areas and relations alongside it. rule_detail() is a SERVICE function, not one per door. It started as a copy in each — identical, and the prior-art hook flagged it immediately, which is the same lesson rules_payload (#2858) already recorded: a second copy drifts. Both doors call the one seam, so create, update and get cannot disagree about what a rule looks like coming back. The authoring guidance lands in create_rule's docstring rather than in a rule, per rule 119 as the operator described it: this is behaviour every instance should inherit, not one operator's preference. It states the test — ONE RULE = ONE THING YOU COULD VIOLATE. Rules that FAIL TOGETHER get linked with relate_rules(kind="co_surfaces"), never merged into one row. — and names why merging loses: a merged rule cannot be cited, surfaced or suppressed a clause at a time, and it grows without limit because adding to it is always cheaper than adding a rule. create_project_rule says the same about "overrides", which is what FabledCurator's 85/86 should have been instead of near-copies that drift from their parent. The tier arg carries the test itself: can you name the trigger WITHOUT naming a system, an artifact type or a moment? If the honest answer is "whenever you are working", it is always_on. Tests: the applicable-rules cases fabricated raw tuples matching the old column lists, so they move to the entity shape via fake_rule; new cases pin rule_brief (a DATE not a stamp, the depth left to get_rule, no null keys) and that an unknown tier falls back to BINDING. fake_rule gains when_to_apply / tier / arose_from_id for the note-2109 reason the helper exists: unnamed, they would be truthy MagicMocks. The tool tests stub the new rule_detail seam — they are about argument forwarding and have no database. The module header's "Sixteen tools" had been wrong for two milestones; the registration count test is what actually catches that, so the header now says so instead of carrying a number. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> |
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ff5f6438c4 |
feat(inception): always-on exclusions reach every rule surface — list_always_on_rules(project_id), get_applicable_rules, rules_payload.excluded_always_on, session context, exclude/include tools (#2880, milestone 297 step 2)
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A project that opted out of an always-on rulebook at inception must not see
it anywhere: list_always_on_rules(project_id=) and the subscription-derived
set skip it (an exclusion is total), get_applicable_rules / rules_payload
carry `excluded_always_on` as the seventh key so the departure is visible
wherever the rules are, and the SessionStart block built for a bound project
names it ("Excluded for this project by its inception decision …"). MCP:
list_always_on_rules takes project_id; exclude_always_on_rulebook /
include_always_on_rulebook mirror suppress/unsuppress (owner-only; the
rulebook must be always_on — subscribed rulebooks are left by unsubscribing).
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
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c211e12b61 |
refactor(mcp): one rules_payload() for every surface that hands rules to an agent; drop the dead bearer resolver (#2828, milestone 296 area 4)
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Reading the 16 tool modules against each other: the six-key applicable-rules block (applicable_rules, applicable_rules_truncated, subscribed_rulebooks, project_rules, suppressed_rules, suppressed_topics) was hand-built in five places — enter_project, get_project, get_task (legacy plans), get_milestone (three of the six) and services/planning.start_planning. rulebooks_svc. rules_payload() is now the one place that names them; get_milestone gains the three it lacked, so every rules-carrying payload reads the same. list_rules / list_always_on_rules share _rule_summary. mcp/auth.resolve_bearer_to_user_id duplicated resolve_bearer's parsing and had no product caller (only its own tests) — removed; the tests now exercise resolve_bearer. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> |
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3ff8803593 |
feat(instructions): fit the delivery fold — 2k server map, floor Systems reflex, write-time systems_hint
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Claude Code injects only the first ~2,048 chars of an MCP server's instructions and silently cuts the rest mid-word (#2562, observed live): _INSTRUCTIONS was 20,002 chars, so ~90% — including all Systems tagging guidance — never reached any session. Rearchitect delivery around what each surface actually delivers: - _INSTRUCTIONS becomes a 1,997-char purpose-sorted map, with a header comment stating the budget and where detail belongs instead. - Tool docstrings keep the per-tool HOW (audit: nearly all displaced topics were already duplicated there); backfill the four gaps — enter_project session scoping + project bootstrap, create_rule entity-vs-rule test, create_design_system not-a-rulebook, create_system two-records test. - The plugin static context (the delivery floor) gains the tag-to-Systems reflex and a surfaces-layering statement; plugin 0.1.25 -> 0.1.26 so the executing cache refreshes (#2209). - create_task / create_note / create_snippet return a systems_hint when a record is created untagged in a project that has Systems — in-band at the exact write it applies to, fail-open like the dedup gate. - Guards: _INSTRUCTIONS length budget, floor-states-the-reflex, and a displaced-topics sweep asserting every cut topic still lives on a delivered surface. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> |
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473280e690 |
chore(design-systems): stop teaching one install's kit in product copy
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The operator's check: this must be a system for managing design systems, not one
with the FabledSword family built into it.
No LOGIC was coupled — the audit found zero behavioural dependencies. But every
docstring example, every UI placeholder and several comments named this install's
palette, so a stranger creating their first design system was shown
"FabledSword" as the expected shape and `--fs-obsidian` as the expected token.
Examples teach, and these taught the wrong thing.
Placeholders now describe the SHAPE ("Your house style", "--surface-page")
rather than naming one instance's contents, and the token-name placeholder now
says the thing worth saying: name it for its purpose, because `--obsidian` and
`--button-bg` both stop being true the moment the value or the element changes.
Not fixed here, and it is the one real coupling left: DesignView.vue hardcodes
rule 65's button variants and rule 60's type scale as literal arrays, so a
stranger's Design page would display this family's specs. Those arrays exist
because there was no design system to read from — which there now is. They go
when the panel is repointed (#2295), not before.
Scribe's own stylesheet comments ("Moss action-primary per Hybrid") are left
alone: that is the app CONSUMING the family style, which is what dogfooding
looks like, not the tool assuming it.
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dd1fc2d506 |
feat(mcp): extend dedup gate to create_rule / create_project_rule
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> |
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50b6902fe2 |
docs(mcp): encode rule-scope model in rulebook tool descriptions
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> |
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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> |