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bvandeusen ef1dbdfc86 feat(acl): unify the retrieval scopes; mark shared rows in Knowledge browse
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Closes #2092 and the Knowledge-browse provenance gap.

The two halves of a hybrid search disagreed: the keyword half honoured shares
while the semantic half was pinned to NoteEmbedding.user_id, so a shared record
was findable by wording and invisible by meaning — the case a semantic search
exists to serve. semantic_search_notes now scopes on Note via a `scope`
parameter, and each of its five callers declares which kind of act it is:

  mcp/tools/search.py     read    the agent asked
  routes/search.py        read    the user typed it
  knowledge.py (semantic) read    matches the keyword half beside it
  plugin_context.py       browse  nobody asked; never a one-to-one share
  dedup.py                own     a verdict that blocks a write must not hinge
                                  on another person's notes

That last one is the reason this isn't a single global widening: the dedup gate
returns "update the existing one instead", so matching a stranger's record would
refuse a legitimate create and point at something the caller can't edit. Scope
defaults to "own" so a caller that forgets is wrong in the safe direction, and an
unknown scope raises rather than falling back — a typo there would be a
data-exposure bug.

Auto-inject keeps the browse scope, which still admits a collaborator's note via
a shared project. Its menu line is the only provenance an agent sees, so a
foreign hit now reads: #12 "Title" (0.71) - shared by alex, treat as a
suggestion. MCP and REST search results carry shared/owner too.

Knowledge browse: the feed hydrates cards from /api/knowledge/batch rather than
the list route, so both paths label rows now, and KnowledgeView shows "by
<owner>" on records the viewer doesn't own.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01RLwAaV4DQEmVyn496HnEvt
2026-07-25 23:06:52 -04:00
bvandeusen 8b069cc93f fix(acl): make the visibility predicates pure builders; repair CI
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Run 2888 failed with 7 tests down, both causes mine.

The real problem was a design flaw, not the tests: readable_notes_clause and
browsable_notes_clause each opened their own DB session to fetch the caller's
group ids. That made them unmockable at the call site, so every unrelated
service test suddenly had to know they existed and stub them — four modules
broke the moment a service started calling one, and one of my own stubs patched
the wrong name (readable_* where the code had moved to browsable_*).

Fixed at the root: group membership is now a SUBQUERY rather than a fetched
list, so both clauses are synchronous pure functions with no session. One fewer
round-trip per query, membership folded into the statement the caller was
already running, and nothing for callers' tests to mock. The "no groups means no
group arm" special case disappears too — an empty subquery simply matches
nothing.

Also: _fake_note in the process tool tests had no real user_id, so its
auto-MagicMock attribute reached session.get(User, ...) through the new
provenance check and SQLAlchemy rejected it. The fixture now takes a real
user_id defaulting to the bound caller, which makes "is this shared?"
meaningful, and gains a case asserting another user's process comes back
flagged.

Test assertions on compiled SQL are deliberately loose about formatting: the
local env has no SQLAlchemy (rule #10), so they check that the arms exist rather
than guessing at exact rendering.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01RLwAaV4DQEmVyn496HnEvt
2026-07-25 22:48:01 -04:00
bvandeusen 04b58ce01e feat(acl): shared records are search-only and always labelled as someone else's
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Narrows the b7d6fc7 widening per the operator's call, and fixes a regression it
introduced. Decision recorded as note 2094.

Two scopes now, deliberately different:

  readable_notes_clause  — everything the ACL permits, including records reached
                           only via a direct/group note share. For EXPLICIT acts:
                           a search the caller typed, a fetch by id.
  browsable_notes_clause — the caller's own records plus anything in a project
                           they can reach. For PASSIVE surfaces: browse lists,
                           facet counts, the process->skill manifest.

The split is a trust boundary. Anything appearing unasked — in your own list,
your own counts, or as a skill installed on your machine — reads as material you
endorsed. A one-off someone shared with you hasn't earned that standing, so it
waits until you go looking. This also dissolves the shared-Process problem by
construction rather than by special case: the manifest is a passive surface, so a
directly-shared Process is never installed as an auto-surfacing skill.

Regression fix (#2093): b7d6fc7 widened the list queries but left the fetch path
owner-only, so on the MCP path a record could be listed and then not opened —
get_snippet raised not-found, get_process couldn't resolve, and the manifest
emitted stubs whose get_process call would fail. snippets.get_snippet and
notes.resolve_process now resolve the read scope. delete_snippet gained an
explicit can_write_note guard, since being able to SEE a shared snippet must not
imply being able to bin it.

Provenance, so nothing arrives looking like the operator's own work:
- access.describe_provenance / label_shared_items add shared/owner/permission;
  labelling costs no query when everything is the caller's own.
- MCP: get_snippet, list_snippets, get_process and list_processes carry it, and
  get_process now says outright NOT to follow a shared process verbatim — its
  follow-as-written contract was the sharpest instance of the problem.
- The skill stub for a shared Process names its author and asks for a go-ahead,
  instead of describing it as "the operator's saved Scribe process".
- Policy stated once in the MCP _INSTRUCTIONS and the reusing-code skill: a
  shared record is that person's suggestion, weigh it, attribute it, ask before
  adopting it.
- UI: shared snippets show "by <owner>" in the list and a notice above the code
  in the detail view, reusing SharedWithMeView's vocabulary.

Plugin 0.1.15 -> 0.1.16 (skill text changed).

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01RLwAaV4DQEmVyn496HnEvt
2026-07-25 22:43:00 -04:00
bvandeusen b7d6fc7e5d fix(acl): make shared records findable, not just openable (#2079)
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Option A of the #2079 fork, per the operator's call: widen the scope in
query_knowledge for every caller rather than special-casing the snippet path.

Until now the list/search queries filtered on Note.user_id alone, while
get_note_permission resolved shares properly. The result: a record shared with
you could be OPENED by id but never FOUND — invisible in Knowledge browse, in
snippet and process lists, and in the facet counts beside them.

- services/access.py gains readable_notes_clause(user_id): the same resolution
  get_note_permission does per row (ownership, direct share, group share,
  inherited project share), expressed as set membership so a list query can use
  it in one statement instead of O(n) permission round-trips.
- services/knowledge.py routes every query through it — query_knowledge, the
  keyword half of the hybrid search, query_knowledge_ids, get_knowledge_by_ids,
  get_knowledge_tags and get_knowledge_counts. The facets follow the list, or a
  tag visible in the list would filter it down to nothing.
- list items now carry user_id, since these lists can be mixed-ownership and
  the client has no other way to mark what isn't yours.

Reaches four surfaces: the Snippets list (the original report), Knowledge
browse, list_processes, and the plugin's process manifest — so a Process shared
with you now also syncs as a local skill stub, which is the point of sharing one.

NOT widened: semantic_search_notes, which scopes by NoteEmbedding.user_id and
also backs auto-inject and the search MCP tool. Widening it would put another
user's content into your agent context automatically — a product decision, not
a bug fix. Consequence until that call is made, marked at the call site: a
shared record is findable by wording but not by meaning.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01RLwAaV4DQEmVyn496HnEvt
2026-07-25 19:19:18 -04:00