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bvandeusenandClaude Opus 5 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
2026-09-04 20:11:42 -04:00
bvandeusenandClaude Opus 5 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
2026-09-04 20:02:05 -04:00
bvandeusenandClaude Opus 5 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
2026-09-02 23:06:40 -04:00
bvandeusenandClaude Opus 5 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
2026-09-02 17:15:03 -04:00
bvandeusenandClaude Opus 5 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>
2026-08-30 13:17:52 -04:00
bvandeusenandClaude Opus 5 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>
2026-08-30 13:10:04 -04:00
bvandeusenandClaude Opus 5 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>
2026-08-30 13:02:00 -04:00
bvandeusenandClaude Opus 5 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>
2026-08-29 23:46:15 -04:00
bvandeusenandClaude Opus 5 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>
2026-08-27 18:18:42 -04:00
bvandeusenandClaude Opus 5 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>
2026-08-27 11:29:10 -04:00
bvandeusenandClaude Opus 5 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>
2026-08-27 10:49:47 -04:00
bvandeusenandClaude Opus 5 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>
2026-08-27 09:28:03 -04:00
bvandeusenandClaude Opus 5 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>
2026-08-26 15:10:41 -04:00
bvandeusenandClaude Opus 5 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>
2026-08-26 14:17:41 -04:00
bvandeusenandClaude Fable 5 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>
2026-08-21 22:00:50 -04:00
bvandeusenandClaude Fable 5 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>
2026-08-21 11:20:36 -04:00
bvandeusenandClaude Fable 5 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>
2026-08-09 12:53:35 -04:00
bvandeusen 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.
2026-07-31 10:18:53 -04:00
bvandeusenandClaude Opus 4.8 dd1fc2d506 feat(mcp): extend dedup gate to create_rule / create_project_rule
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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>
2026-06-14 13:43:17 -04:00
bvandeusenandClaude Opus 4.8 50b6902fe2 docs(mcp): encode rule-scope model in rulebook tool descriptions
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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>
2026-06-10 10:15:01 -04:00
bvandeusenandClaude Opus 4.8 b255a0f90e refactor: rename package fabledassistant -> scribe (code-only)
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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>
2026-06-03 15:48:35 -04:00