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Author SHA1 Message Date
bvandeusenandClaude Opus 5.5 fa41e006a7 docs(6209): lesson links, design roles, version readout and endpoint, timestamp filters, settings defaults, opened ledger, surfaces
Eight more test files state their properties without issue, milestone and
rule numbers or dated regressions. The version tests describe what folding
the channel into the version breaks instead of the date it did; the surface
registry and settings-defaults tests state that floors move rather than
quoting the decision that made them move.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-21 21:32:13 -04:00
bvandeusenandClaude Opus 5.5 6d3dca0af5 feat(lessons): convergence is named at the write — no-rule lessons that keep landing in one situation suggest a rule (milestone 440 step 5, #4634)
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When a lesson is answered "no rule fits" (create_lesson / update_lesson on
both doors), the response looks for other no-rule lessons it resembles and,
once there are CONVERGENCE_LESSONS (3) of them, carries `convergence`: the
members, their incidents and projects, and a hint to draft the missing rule
with create_rule (operator approval as always) and point each lesson at it —
or to leave them as lessons when no single choice is right every time.

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

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-01 15:31:15 -04:00
bvandeusenandClaude Opus 5.5 fd2ebf4c13 feat(rules): a rule surfaces through the lessons confirmed as its instances (milestone 440 step 4, #4633)
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On all three rule arms (prompt_rule, pre_tool_rule, write_path_rule), after
the direct match, a lesson matching the moment at the notes menu's own bar
brings the rule(s) it is CONFIRMED to be an instance of, rendered in rule
voice with "Reached through lesson #N “…”, a recorded instance of it."

- Confirmed links only (lesson_rules.confirmed_lessons /
  confirmed_rules_in_scope). A suggested link carrying its rule would
  manufacture the co-arrival #4637 counts and prove itself.
- Scope kept: a lesson surfaces everywhere, but the rule it brings must be
  global or this project's own — milestone 414's boundary, not reopened
  through a side door.
- Suppression is by RULE: anything the direct band named or the session
  ledger holds is skipped, whichever lesson reached it.
- Its own slot (VIA_LESSON_LIMIT = 1), not a rule slot — a stated default,
  since the plan's "decide by measurement" has nothing to measure until
  links are confirmed (#4632). Its own source, rule_via_lesson: registered,
  RANKED for pull-through, logged whenever it searches.
- Nothing searched at all while no lesson carries a confirmed link, which is
  every install until one is judged.
- build_prompt_rule_hint / build_tool_rule_hint are now thin wrappers over
  the direct arms (_prompt_rule_hint / _tool_rule_hint); the arm leaves its
  query in `_via_query` only when it ran, so a disabled arm or a blank prompt
  brings no rule in either, and the key never leaves the server.
- Via-lesson rules are not fed to the #4637 co-surfacing recorder: only
  direct matches are evidence.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-01 15:03:41 -04:00
bvandeusenandClaude Opus 5.5 dbbab859ce feat(lessons): soft links — a lesson and a rule arriving together in distinct situations are proposed as a link (milestone 440 step 3, #4637)
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When one hook response puts a lesson and a rule in front of the reader, the
pair is recorded as evidence on a SUGGESTED lesson_rule_links row; once the
pair has arrived together in PROPOSE_SITUATIONS (3) distinct situations, the
next co-arrival carries one line asking the reader to judge it with
judge_lesson_link. Nothing about surfacing changes: a suggested link carries
no rule anywhere (that is #4633, confirmed links only).

- lesson_rules: co_surfaced (fail-open; only pairs the reader could confirm —
  a lesson they may write, a rule they own; judged pairs gather nothing; one
  proposal per response; PROPOSE_COOLDOWN 6h between asks), plus the pure
  counting rules: situation_key, add_evidence, proposal_due, evidence_summary.
  A situation is the prompt on /retrieve (word tokens, sorted and
  de-duplicated, so trivial rewordings count once) and the FILE on
  /prior-art (every edit to one file is one situation).
- rules_for_lessons shows a suggested link's evidence counts.
- plugin_context: build_autoinject_hint returns lesson_ids,
  build_prompt_rule_hint returns shown_rule_ids, build_write_path_hint records
  its own pair; routes/plugin /retrieve records the prompt pair. Shown lines,
  repeats included: relevance makes a co-arrival, not the session ledger.
- Evidence lives in the existing evidence column — no migration, and backup
  already carries it.
- Tests: counting rules (unit), the recorder against Postgres (bar, repeat,
  judged pairs, ownership, cooldown, evidence kept on confirm); conftest stubs
  co_surfaced for unit tests.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-01 14:30:58 -04:00
bvandeusenandClaude Opus 5.5 f7d8dc2e55 feat(lessons): judged when written — a new lesson is offered its rules, and "no rule fits" is an answer (milestone 440 step 2, #4631)
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"Which rule is this lesson an instance of?" now has three recorded answers:
a rule named (a confirmed link, #4630), no rule fits (new), or unjudged.

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

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

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

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-01 12:38:02 -04:00