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bvandeusen f80401d58e fix(knowledge): the browse vocabulary catches up three kinds, and a snippet's mirror survives the generic door (#3128 recs 2-6)
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Spike #3128 found the storage sound and the retrieval vocabulary frozen
before `issue` shipped (0065). Five things, in the order they had to land.

**The mirror (rec 5, the data-integrity one).** `notes.data` is DERIVED from
a snippet's body, but only `update_snippet` knew that. `update_note` is a
hasattr loop with no snippet awareness, and both doors reach it — so PATCH
/api/notes/<snippet_id> {body} rewrote the body and left the mirror behind.
`snippet_fields` PREFERS the mirror, so the row went on reporting its old
repo/path/symbol to the location reverse lookup and to prior-art recall while
displaying its new body: surfaced with full authority, and wrong.
`snippets.recompose_data` rebuilds it from the body, carrying `verification`
and `provenance` (neither is in the body to parse). An explicit `data` still
wins, so every snippet-service write is untouched.

**One facet table (rec 3), before adding any facet.** The type predicate was
written three times — SQL, Python over semantic candidates, and a ternary
computing the `is_task` pre-filter — and agreed only by luck. Adding `issue`
to the SQL arm alone would have set the pre-filter to is_task=False, handed
the Python arm a candidate set with no tasks in it, and returned an empty
semantic half for the Issues facet forever with nothing red. `_FACETS` now
generates all three. The Python arm also regains the `status IS NULL` half its
SQL twin always had.

**Issue and spike become facets (rec 2).** 435 issues — 17% of every task —
were filterable nowhere on the human surface, while retired `plan` (90 rows)
had a chip of its own. `_VALID_TYPES` was a hand-kept copy and is now derived.
`plan` stays a valid facet for its legacy rows; it loses its chip.

**Snippets stop being half-present in the feed (rec 4).** All 90 were in the
All list, in no count, wearing an empty badge, and opening in the note editor.
Counts now group by task_kind — every kind for the same two round-trips, which
is why `issue` had no number — and total includes snippets, so the All chip
matches the list it labels. Snippet cards route to /snippets/:id.

**The prose that excused it (rec 6).** `snippet_fields` and the `data` column
both still said pre-0070 rows were "never backfilled". True when 0070 landed,
false since `backfill_snippet_data` shipped, and it read as licence for a
stale mirror.

Tests: the pre-filter can never exclude a row its own facet accepts (the
regression, parameterised over every facet); both dialects select exactly
their own rows; an unknown facet matches nothing; the mirror follows a body or
title write, carries the verdict, and yields to an explicit `data`.
`compiled_sql` moves to tests/helpers rather than becoming a third copy.

Write-up: note #3161.
2026-08-28 12:06:43 -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 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 Opus 5 c58529718b feat(systems): the catalog reaches the moment a name is minted, and gets a face (#3028, milestone 307 step 2)
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Step 1 found the reason the standard names never held, and it is sharper than
"prose doesn't fire": the list WAS real and it WAS seeded — but only on the
inception path, for a project with zero Systems. Ad-hoc create_system never
consulted it, which is how Forge minted "CI and Release" and Portal minted
"CI & release" after the constant already existed. This wires the vocabulary to
the moment that mints a name.

- services/systems.assess_system_name: the local duplicate gate AND the
  catalog lookup, in ONE service function both doors call. The gate lived only
  in the MCP tool, which is exactly how the web UI shipped without a check the
  agent surface enforced (#2482). REST now answers 409 with the System that
  already covers the area.
- An `exact` catalog hit is APPLIED (mechanical — the names differ only in
  spelling). An `overlap` is only OFFERED, on both doors: applying a judgment
  call silently is how a cross-project rule surfaces in the wrong project.
- canonical_systems.best_overlap is the ONE scorer behind the create-time
  offer and the review sweep, so the two surfaces can never name different
  areas for one System. It also takes the catalog the caller already holds,
  so the review is not an N+1.

UI (folded in from step 1 — rule 27, that step shipped with no human surface):
- SystemsSection: a Shared area picker on create and edit, the area on each
  card, and a collapsed review of proposals that appears only when there is
  something to decide. `exact` and `overlap` never share a style — one is
  mechanical, the other is the reviewer's judgment, and presenting them alike
  is how a wrong mapping gets waved through.
- Settings → Admin → Areas: the catalog itself, showing each entry's slug,
  because the slug is what decides whether two names are the same area and a
  rename moves it.
- A picker rather than a live matcher: reproducing the slug rule in TypeScript
  would give this feature two matchers to keep in step — the exact drift the
  catalog exists to end. The server stays authoritative.

tests/helpers.fake_system gains canonical_id=None: an unnamed attribute is an
auto-MagicMock and therefore truthy, which is the trap that helper exists for
(note 2109) and a nullable FK walks straight into it.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-26 12:58:30 -04:00
bvandeusenandClaude Fable 5 590203a293 refactor(tests+frontend): one http_sink helper for the hook tests; apiErrorMessage replaces ten hand-rolled error-body parses; type X, import specifiers are not definitions (#2904, milestone 299 step 6)
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tests/helpers.http_sink replaces three module-local _Sink handlers (the
write-path tests and the after-write test). ProjectView + SettingsView
parsed `(e as {body?:{error?}}).body?.error || fallback` by hand ten times
beside the apiErrorMessage canon (#2853) - all ten now call it. The
extractor (server + the hook awk mirror) no longer reads `import { type Foo }`
as a definition of Foo - that was the last "identical body" sym family.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-22 15:07:23 -04:00
bvandeusenandClaude Fable 5 77bb3729a3 refactor(tests): per-model fakes, FakeMCP and session mocks come from tests/helpers (#2825, milestone 296 area 1, batch 2)
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Second pass over the tests/ ledger after bbee0d0. fake_record(**attrs) is the
one MagicMock-with-real-attributes builder (to_dict mirrors them; the
note-2109 hazard documented once); fake_note/fake_task/fake_snippet/
fake_project/fake_milestone/fake_system/fake_rulebook/fake_topic/fake_rule
carry each model's ordinary defaults on top of it, replacing 14 per-file
factories (two rulebook trios in tool-vs-service wordings, _fake_task, _fake_ms,
_fake_project, _plan_note, _fake_snippet, two _snippet adapters now one-liners
over fake_snippet). FakeMCP replaces the five closure-over-a-list registrar
fakes (+ _Recorder); loc() and design_token_stub() replace the paired _loc /
_token / _T stand-ins; every hand-built async_session mock (9 helper defs and
14 inline copies) now starts from make_mock_session(). Call sites rewritten by
AST with each file's former defaults made explicit, so behaviour is unchanged.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-21 11:13:17 -04:00
bvandeusenandClaude Fable 5 bbee0d0db1 refactor(tests): one definition each for the copied fixtures and fakes (#2825, milestone 296 area 1)
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The shape ledger showed the same test scaffolding defined over and over:
_bind_user x12 (byte-identical), _dispose_engine x10 in three wordings,
_no_supersession x3, _make_mock_session x7 in three subsets, a get-or-create
User helper x2 (+3 inlined), and fifteen hand-rolled MagicMock note factories
each re-explaining the same "an auto-MagicMock attribute is truthy" hazard
(note 2109).

Now: conftest.py carries _bind_user / _dispose_engine / _no_supersession as
opt-in fixtures (pytestmark = usefixtures(...) per module, so unit tests pay
nothing), and tests/helpers.py carries make_mock_session(), ensure_user() and
fake_note(**attrs) — the hazard documented once, real values on every
attribute the product reads. Call sites were rewritten by AST so titles with
dashes and commas survived; the three SimpleNamespace _note stand-ins that
only feed a single function stay local.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-21 11:03:48 -04:00